United Parcel Service Inc
UPS- Exchange
- NYSE
- Industry
- Trucking & Courier Services (No Air)
- SEC CIK
- 0001090727
No open-market purchases or sales by United Parcel Service Inc insiders were filed in the last 90 days; 2,147 institutions reported holding it in 13F filings for Q2 2026, worth $57.3B in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in United Parcel Service Inc as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,242
- +36 vs. Q4 2021
- Shares held
- 513.4M
- +9.33M (+1.9%) vs. Q4 2021
- Total value
- $110.0B
- +$2.03B (+1.9%) vs. Q4 2021
- New holders
- 157
- 1,002 more added
- Sold out
- 121
- 797 more reduced
29 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,147 | $57.3B |
| Q1 2026 | 2,120 | $49.4B |
| Q4 2025 | 2,125 | $50.2B |
| Q3 2025 | 1,950 | $39.4B |
| Q2 2025 | 2,116 | $50.4B |
| Q1 2025 | 2,202 | $55.4B |
| Q4 2024 | 2,293 | $64.8B |
| Q3 2024 | 2,169 | $69.9B |
| Q2 2024 | 2,182 | $71.0B |
| Q1 2024 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $110.0B |
| Q4 2021 | 2,235 | $108.2B |
| Q3 2021 | 1,984 | $91.7B |
| Q2 2021 | 2,018 | $104.6B |
| Q1 2021 | 1,966 | $84.2B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 11,826 | $2.54M | 0.12% | −330−2.7% | Reduced |
| TD Private Client Wealth LLC | 11,811 | $2.53M | 0.11% | +501+4.4% | Added |
| Gifford Fong Associates | 11,800 | $2.53M | 0.46% | 00.0% | Unchanged |
| Old National Bancorp | 11,684 | $2.51M | 0.09% | +675+6.1% | Added |
| Loudon Investment Management, LLC | 11,679 | $2.50M | 1.65% | −1,200−9.3% | Reduced |
| Optimum Investment Advisors | 11,667 | $2.50M | 1.05% | −10.0% | Reduced |
| People's United Financial, Inc. | 11,649 | $2.50M | 0.07% | −3,452−22.9% | Reduced |
| Trust Co of Vermont | 11,632 | $2.50M | 0.17% | −1,238−9.6% | Reduced |
| IBM Retirement Fund | 11,527 | $2.47M | 0.35% | −523−4.3% | Reduced |
| Metis Global Partners, LLC | 11,510 | $2.47M | 0.30% | +5,165+81.4% | Added |
| L.M. Kohn & Company | 11,495 | $2.47M | 0.95% | +11,495 | New |
| Belpointe Asset Management LLC | 11,491 | $2.46M | 0.15% | −1,187−9.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 11,481 | $2.46M | 0.73% | +502+4.6% | Added |
| Stone Point Wealth LLC | 11,936 | $2.46M | 1.38% | +2,701+29.2% | Added |
| Transcend Wealth Collective, LLC | 11,468 | $2.46M | 0.22% | +547+5.0% | Added |
| KMG Fiduciary Partners, LLC | 11,433 | $2.45M | 0.39% | +3,240+39.5% | Added |
| Hedges Asset Management LLC | 11,428 | $2.45M | 1.90% | 00.0% | Unchanged |
| Excalibur Management Corp | 11,411 | $2.45M | 1.06% | −1,144−9.1% | Reduced |
| Alps Advisors Inc | 11,400 | $2.44M | 0.03% | −1,836−13.9% | Reduced |
| Logan Capital Management Inc | 11,342 | $2.43M | 0.12% | −77−0.7% | Reduced |
| Quilter Plc | 11,330 | $2.43M | 0.07% | −5,800−33.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,304 | $2.42M | 0.67% | −1,018−8.3% | Reduced |
| Private Trust Co NA | 11,304 | $2.42M | 0.38% | +25+0.2% | Added |
| Two Sigma Advisers, LP | 11,300 | $2.42M | 0.01% | −25,400−69.2% | Reduced |
| GAM Holding AG | 11,227 | $2.41M | 0.12% | −4,034−26.4% | Reduced |
| Gamble Jones Investment Counsel | 11,228 | $2.41M | 0.15% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 11,173 | $2.40M | 0.36% | +11,173 | New |
| Frontier Wealth Management LLC | 12,728 | $2.39M | 0.03% | +104+0.8% | Added |
| Howland Capital Management LLC | 11,125 | $2.39M | 0.13% | −55−0.5% | Reduced |
| Independence Bank of Kentucky | 11,119 | $2.38M | 0.94% | +347+3.2% | Added |
| Bowling Portfolio Management LLC | 11,112 | $2.38M | 0.51% | +11,112 | New |
| Cornerstone Wealth Management, LLC | 11,014 | $2.36M | 0.23% | −188−1.7% | Reduced |
| Eudaimonia Partners, LLC | 11,014 | $2.36M | 0.40% | +11,014 | New |
| Avitas Wealth Management LLC | 11,007 | $2.36M | 0.43% | −8,208−42.7% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 11,000 | $2.36M | 1.81% | 00.0% | Unchanged |
| Gabelli Funds LLC | 10,950 | $2.35M | 0.02% | −150−1.4% | Reduced |
| Capital Insight Partners, LLC | 10,941 | $2.35M | 0.48% | −512−4.5% | Reduced |
| Cypress Capital, LLC | 10,911 | $2.34M | 0.29% | +275+2.6% | Added |
| Pitcairn Co | 10,903 | $2.34M | 0.20% | −220−2.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,206 | $2.33M | 0.95% | +80+0.7% | Added |
| Apollon Wealth Management, LLC | 10,831 | $2.32M | 0.17% | −2,072−16.1% | Reduced |
| Norway Savings Bank | 10,808 | $2.32M | 1.05% | −70−0.6% | Reduced |
| Neville Rodie & Shaw Inc | 11,212 | $2.32M | 0.17% | −650−5.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,767 | $2.31M | 1.42% | −218−2.0% | Reduced |
| Chatham Capital Group, Inc. | 10,745 | $2.30M | 0.45% | +2,185+25.5% | Added |
| Knuff & Co LLC | 10,712 | $2.30M | 0.83% | +475+4.6% | Added |
| StoneX Group Inc. | 10,679 | $2.29M | 0.18% | +269+2.6% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 10,617 | $2.28M | 0.10% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10,586 | $2.27M | 0.09% | +2,862+37.1% | Added |
| Bradley Foster & Sargent Inc | 10,462 | $2.24M | 0.05% | +3,067+41.5% | Added |
| Sandy Spring Bank | 10,450 | $2.24M | 0.11% | −6−0.1% | Reduced |
| Hutner Capital Management Inc | 10,446 | $2.24M | 1.28% | −41−0.4% | Reduced |
| CX Institutional | 10,415 | $2.23M | 0.18% | +8,920+596.7% | Added |
| Schonfeld Strategic Advisors LLC | 10,400 | $2.23M | 0.02% | −12,978−55.5% | Reduced |
| EP Wealth Advisors, LLC | 10,389 | $2.23M | 0.05% | −285−2.7% | Reduced |
| ACG Wealth | 10,375 | $2.23M | 0.42% | +3,810+58.0% | Added |
| BTC Capital Management, Inc. | 10,331 | $2.22M | 0.22% | +10,331 | New |
| JLB & Associates Inc | 10,304 | $2.21M | 0.33% | +254+2.5% | Added |
| BKD Wealth Advisors, LLC | 10,294 | $2.21M | 0.09% | −173−1.7% | Reduced |
| Fiduciary Trust Co | 10,289 | $2.21M | 0.04% | +729+7.6% | Added |
| CPWM, LLC | 10,264 | $2.20M | 0.16% | +1,210+13.4% | Added |
| Money Concepts Capital Corp | 10,246 | $2.20M | 0.12% | +8,212+403.7% | Added |
| Vident Investment Advisory, LLC | 10,238 | $2.19M | 0.06% | −685−6.3% | Reduced |
| Deseret Mutual Benefit Administrators | 10,183 | $2.18M | 0.44% | −1,301−11.3% | Reduced |
| Horan Securities, Inc. | 10,171 | $2.18M | 1.30% | +8,696+589.6% | Added |
| Advance Capital Management, Inc. | 10,121 | $2.17M | 0.26% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 10,115 | $2.17M | 2.24% | +639+6.7% | Added |
| Empirical Capital Management, LLC | 10,055 | $2.16M | 2.04% | +10,055 | New |
| American Assets Investment Management, LLC | 10,000 | $2.15M | 0.23% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 9,912 | $2.13M | 0.20% | +32+0.3% | Added |
| Van Eck Associates Corp | 9,877 | $2.12M | 0.00% | −2,808−22.1% | Reduced |
| Aberdeen Wealth Management LLC | 9,835 | $2.11M | 1.44% | +20.0% | Added |
| Gofen & Glossberg LLC | 9,800 | $2.10M | 0.05% | −15−0.2% | Reduced |
| Stamos Capital Partners, L.P. | 9,800 | $2.10M | 0.70% | +9,800 | New |
| Arrowstreet Capital, Limited Partnership | 9,774 | $2.10M | 0.00% | −12,852−56.8% | Reduced |
| Moloney Securities Asset Management, LLC | 9,764 | $2.09M | 0.41% | −15−0.2% | Reduced |
| Phoenix Holdings Ltd. | 9,744 | $2.09M | 0.04% | +9,744 | New |
| Phoenix Wealth Advisors | 10,739 | $2.09M | 2.16% | −2,180−16.9% | Reduced |
| Rockland Trust Co | 9,736 | $2.09M | 0.13% | −354−3.5% | Reduced |
| Convergence Investment Partners, LLC | 9,738 | $2.09M | 1.08% | +8,006+462.2% | Added |
| Moneywise, Inc. | 9,713 | $2.08M | 1.37% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 9,705 | $2.08M | 0.29% | +1,411+17.0% | Added |
| Millennium Management LLC | 9,686 | $2.08M | 0.00% | −357,348−97.4% | Reduced |
| Cornerstone Investment Partners, LLC | 9,658 | $2.07M | 0.12% | −810−7.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 9,655 | $2.07M | 0.03% | +490+5.3% | Added |
| ForthRight Wealth Management, LLC | 9,654 | $2.07M | 1.07% | −100−1.0% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 9,538 | $2.05M | 1.82% | +127+1.3% | Added |
| HBK Investments L P | 9,537 | $2.04M | 0.04% | +9,537 | New |
| Coastline Trust Co | 9,520 | $2.04M | 0.25% | −158−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 9,480 | $2.03M | 0.07% | −256−2.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,432 | $2.02M | 0.11% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 9,424 | $2.02M | 0.73% | −200−2.1% | Reduced |
| B. Riley Wealth Management, Inc. | 9,410 | $2.02M | 0.16% | +257+2.8% | Added |
| Modus Advisors, LLC | 9,382 | $2.01M | 0.88% | +48+0.5% | Added |
| Werlinich Asset Management, LLC | 9,345 | $2.00M | 1.53% | −300−3.1% | Reduced |
| First Horizon Advisors, Inc. | 9,342 | $2.00M | 0.11% | −5,281−36.1% | Reduced |
| Harrington Investments, INC | 9,340 | $2.00M | 1.20% | −1,796−16.1% | Reduced |
| Balasa Dinverno & Foltz LLC | 9,328 | $2.00M | 0.13% | +1,273+15.8% | Added |
| Mutual Advisors, LLC | 9,262 | $1.99M | 0.11% | +186+2.0% | Added |
| Pacific Global Investment Management CO | 9,255 | $1.99M | 0.39% | −87−0.9% | Reduced |