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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 9,199 | $1.97M | 0.03% | +4,065+79.2% | Added |
| Shulman DeMeo Asset Management LLC | 9,153 | $1.96M | 0.54% | +28+0.3% | Added |
| Rossmore Private Capital | 9,144 | $1.96M | 0.31% | +1,115+13.9% | Added |
| Northwest & Ethical Investments L.P. | 9,134 | $1.96M | 0.06% | −573−5.9% | Reduced |
| Financial Consulate, Inc | 9,131 | $1.96M | 0.75% | −45−0.5% | Reduced |
| Taylor Hoffman Wealth Management | 9,108 | $1.95M | 0.78% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9,102 | $1.95M | 0.48% | +419+4.8% | Added |
| Clearstead Advisors, LLC | 9,095 | $1.95M | 0.13% | +781+9.4% | Added |
| TrimTabs Asset Management, LLC | 9,093 | $1.95M | 0.65% | −3,316−26.7% | Reduced |
| Financial Architects, Inc | 9,055 | $1.94M | 0.28% | −472−5.0% | Reduced |
| Dynamic Advisor Solutions LLC | 9,025 | $1.94M | 0.13% | +163+1.8% | Added |
| WSFS Capital Management, LLC | 9,021 | $1.94M | 0.54% | +9,021 | New |
| Foresight Capital Management Advisors, Inc. | 8,942 | $1.92M | 2.14% | +301+3.5% | Added |
| Proquility Private Wealth Partners, LLC | 10,713 | $1.91M | 0.80% | −1,570−12.8% | Reduced |
| Slow Capital, Inc. | 8,868 | $1.90M | 0.36% | −5,507−38.3% | Reduced |
| ICA Group Wealth Management, LLC | 10,118 | $1.89M | 0.36% | +10,118 | New |
| Meiji Yasuda Life Insurance Co | 8,817 | $1.89M | 0.03% | −675−7.1% | Reduced |
| Greenleaf Trust | 8,810 | $1.89M | 0.02% | +680+8.4% | Added |
| Voya Financial Advisors, Inc. | 8,577 | $1.89M | 0.22% | +2,336+37.4% | Added |
| Baker Tilly Wealth Management, LLC | 8,787 | $1.89M | 0.21% | +823+10.3% | Added |
| United Community Bank | 8,728 | $1.87M | 1.87% | +252+3.0% | Added |
| Lineweaver Wealth Advisors, LLC | 8,728 | $1.87M | 0.53% | +2,783+46.8% | Added |
| Gratus Capital LLC | 8,708 | $1.87M | 0.18% | −58−0.7% | Reduced |
| Wharton Business Group, LLC | 8,688 | $1.86M | 0.11% | +610+7.6% | Added |
| Simmons Bank | 8,667 | $1.86M | 0.14% | −586−6.3% | Reduced |
| AMG National Trust Bank | 8,666 | $1.86M | 0.06% | −20−0.2% | Reduced |
| Hohimer Wealth Management, LLC | 8,643 | $1.85M | 0.37% | 00.0% | Unchanged |
| United Bank | 8,619 | $1.85M | 0.24% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 8,606 | $1.85M | 0.89% | −56−0.6% | Reduced |
| Profund Advisors LLC | 8,582 | $1.84M | 0.08% | −1,600−15.7% | Reduced |
| Keystone Financial Group | 8,558 | $1.83M | 0.31% | −647−7.0% | Reduced |
| Wahed Invest LLC | 8,523 | $1.83M | 1.08% | −132−1.5% | Reduced |
| Arvest Trust Co N A | 8,514 | $1.83M | 0.10% | +955+12.6% | Added |
| Caliber Wealth Management, LLC | 8,510 | $1.82M | 1.16% | +8,510 | New |
| Payden & Rygel | 8,500 | $1.82M | 0.09% | +1,300+18.1% | Added |
| CAPROCK Group, Inc. | 8,481 | $1.82M | 0.17% | −1,614−16.0% | Reduced |
| WT Wealth Management | 8,427 | $1.81M | 0.69% | −972−10.3% | Reduced |
| Central Bank & Trust Co | 8,417 | $1.80M | 0.29% | −54−0.6% | Reduced |
| SeaCrest Wealth Management, LLC | 8,387 | $1.80M | 0.21% | −571−6.4% | Reduced |
| Marks Group Wealth Management, Inc | 8,323 | $1.78M | 0.22% | +2,171+35.3% | Added |
| Fulcrum Asset Management LLP | – | $1.77M | 0.51% | – | – |
| V Wealth Advisors LLC | 8,236 | $1.77M | 0.28% | +343+4.3% | Added |
| Raab & Moskowitz Asset Management LLC | 8,233 | $1.76M | 0.61% | −404−4.7% | Reduced |
| Allworth Financial LP | 8,230 | $1.76M | 0.02% | +1,752+27.0% | Added |
| Assenagon Asset Management S.A. | 8,225 | $1.76M | 0.01% | −44,070−84.3% | Reduced |
| Access Financial Services, Inc. | 8,164 | $1.75M | 0.83% | −49−0.6% | Reduced |
| Spears Abacus Advisors LLC | 8,147 | $1.75M | 0.13% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 8,125 | $1.74M | 0.33% | −152−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,110 | $1.74M | 0.09% | −98−1.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 8,105 | $1.74M | 0.34% | +1,766+27.9% | Added |
| Alpha Omega Wealth Management LLC | 8,097 | $1.74M | 0.27% | −119−1.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 8,070 | $1.73M | 1.53% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 8,058 | $1.73M | 0.81% | +164+2.1% | Added |
| Wolff Wiese Magana LLC | 8,039 | $1.72M | 1.16% | +47+0.6% | Added |
| First Dallas Securities Inc. | 8,027 | $1.72M | 0.97% | +96+1.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.72M | 0.56% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,992 | $1.71M | 0.14% | −1,590−16.6% | Reduced |
| Forefront Wealth Management Inc. | 7,986 | $1.71M | 1.69% | +7,986 | New |
| Baldwin Brothers Inc | 7,980 | $1.71M | 0.18% | −17−0.2% | Reduced |
| Hexagon Capital Partners LLC | 7,978 | $1.71M | 0.45% | +132+1.7% | Added |
| American National Bank | 7,975 | $1.71M | 0.34% | −555−6.5% | Reduced |
| Fundamentun, LLC | 7,968 | $1.71M | 0.28% | +799+11.1% | Added |
| Maltin Wealth Management, Inc. | 7,967 | $1.71M | 1.13% | +4,034+102.6% | Added |
| Azzad Asset Management Inc | 7,964 | $1.71M | 0.25% | +409+5.4% | Added |
| Siena Capital LLC | 7,965 | $1.71M | 0.96% | −3,919−33.0% | Reduced |
| Amplius Wealth Advisors, LLC | 7,966 | $1.71M | 0.26% | −13−0.2% | Reduced |
| Carson Advisory Inc. | 7,876 | $1.69M | 1.68% | −206−2.5% | Reduced |
| Virtue Capital Management, LLC | 7,861 | $1.69M | 0.27% | −645−7.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,848 | $1.68M | 0.18% | −43−0.5% | Reduced |
| Burleson & Company, LLC | 7,808 | $1.68M | 0.27% | +9+0.1% | Added |
| Hodges Capital Management Inc. | 7,803 | $1.67M | 0.13% | +482+6.6% | Added |
| Trust Co of Virginia | 7,791 | $1.67M | 0.18% | +85+1.1% | Added |
| Duff & Phelps Investment Management Co | 7,773 | $1.67M | 0.02% | +100+1.3% | Added |
| Caldwell Trust Co | 7,767 | $1.67M | 0.20% | +251+3.3% | Added |
| Dean Investment Associates, LLC | 7,752 | $1.66M | 0.30% | −1,616−17.3% | Reduced |
| SevenBridge Financial Group, LLC | 7,742 | $1.66M | 0.58% | −34−0.4% | Reduced |
| Constitution Capital LLC | 7,710 | $1.65M | 0.91% | −100−1.3% | Reduced |
| Hilltop Holdings Inc. | 7,702 | $1.65M | 0.19% | −2,686−25.9% | Reduced |
| Game Plan Financial Advisors, LLC | 7,689 | $1.65M | 0.98% | +5,643+275.8% | Added |
| Sawtooth Solutions, LLC | 7,651 | $1.64M | 0.20% | −895−10.5% | Reduced |
| Abbrea Capital, LLC | 7,633 | $1.64M | 0.23% | +250+3.4% | Added |
| First United Bank Trust | 7,610 | $1.63M | 0.64% | −21−0.3% | Reduced |
| Morse Asset Management, Inc | 7,606 | $1.63M | 0.41% | +5,381+241.8% | Added |
| Dynamic Technology Lab Private Ltd | 7,596 | $1.63M | 0.19% | +7,596 | New |
| FORA Capital, LLC | 7,395 | $1.63M | 0.29% | +6,007+432.8% | Added |
| Tradewinds Capital Management, LLC | 7,576 | $1.63M | 0.26% | −52−0.7% | Reduced |
| Equitable Holdings, Inc. | 7,568 | $1.62M | 0.03% | +75+1.0% | Added |
| Cornerstone Capital, Inc. | 7,552 | $1.62M | 0.18% | +775+11.4% | Added |
| Hancock Whitney Corp | 7,547 | $1.62M | 0.06% | −111−1.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 7,506 | $1.61M | 0.81% | −349−4.4% | Reduced |
| International Assets Investment Management, LLC | 7,488 | $1.61M | 0.29% | +98+1.3% | Added |
| Csenge Advisory Group | 7,460 | $1.60M | 0.13% | +331+4.6% | Added |
| HighTower Trust Services, LTA | 7,421 | $1.59M | 0.15% | −24−0.3% | Reduced |
| Change Path, LLC | 7,421 | $1.59M | 0.08% | +151+2.1% | Added |
| D.B. Root & Company, LLC | 7,417 | $1.59M | 0.59% | +177+2.4% | Added |
| Lavaca Capital LLC | 7,416 | $1.59M | 0.68% | +588+8.6% | Added |
| Summit Financial, LLC | 7,371 | $1.58M | 0.12% | +920+14.3% | Added |
| Aevitas Wealth Management, Inc. | 7,362 | $1.58M | 0.97% | −418−5.4% | Reduced |
| Global Retirement Partners, LLC | 9,070 | $1.58M | 0.12% | +9,070 | New |
| Eldridge Investment Advisors, Inc. | 7,360 | $1.58M | 0.53% | +30.0% | Added |