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 |
|---|---|---|---|---|---|
| Eqis Capital Management, Inc. | 7,342 | $1.57M | 0.14% | +3,009+69.4% | Added |
| AIMZ Investment Advisors, LLC | 7,325 | $1.57M | 0.65% | −400−5.2% | Reduced |
| Benjamin Edwards Inc | 7,309 | $1.57M | 0.46% | +5,921+426.6% | Added |
| AdvisorNet Financial, Inc | 7,300 | $1.57M | 0.10% | +536+7.9% | Added |
| Lincoln Capital LLC | 7,290 | $1.56M | 0.37% | −398−5.2% | Reduced |
| YorkBridge Wealth Partners, LLC | 7,290 | $1.56M | 0.34% | −76−1.0% | Reduced |
| Essex Financial Services, Inc. | 7,279 | $1.56M | 0.15% | −762−9.5% | Reduced |
| 44 Wealth Management LLC | 7,244 | $1.55M | 0.56% | +1,459+25.2% | Added |
| MSH Capital Advisors LLC | 7,240 | $1.55M | 0.64% | +396+5.8% | Added |
| Little House Capital LLC | 7,229 | $1.55M | 0.79% | +3,624+100.5% | Added |
| Parsons Capital Management Inc | 7,200 | $1.54M | 0.12% | +578+8.7% | Added |
| Adams Chetwood Wealth Management LLC | 7,182 | $1.54M | 0.87% | +15+0.2% | Added |
| SeaBridge Investment Advisors LLC | 7,178 | $1.54M | 0.46% | −2,587−26.5% | Reduced |
| Highland Capital Management, LLC | 7,172 | $1.54M | 0.09% | +40+0.6% | Added |
| Natixis Investment Managers International | 7,161 | $1.53M | 0.03% | +7,161 | New |
| Perigon Wealth Management, LLC | 7,152 | $1.53M | 0.11% | −614−7.9% | Reduced |
| Coastal Investment Advisors, Inc. | 7,134 | $1.53M | 0.30% | +184+2.6% | Added |
| SNS Financial Group, LLC | 7,123 | $1.53M | 0.18% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 7,116 | $1.53M | 0.38% | −659−8.5% | Reduced |
| AXS Investments LLC | 7,107 | $1.52M | 0.61% | −9,127−56.2% | Reduced |
| TFG Advisers LLC | 7,100 | $1.52M | 0.70% | +14+0.2% | Added |
| Centaurus Financial, Inc. | 7,094 | $1.52M | 0.12% | −1,093−13.4% | Reduced |
| Symmetry Partners, LLC | 7,056 | $1.51M | 0.10% | 00.0% | Unchanged |
| Wright Investors Service Inc | 7,047 | $1.51M | 0.38% | −2,091−22.9% | Reduced |
| American National Insurance Co | 7,045 | $1.51M | 0.41% | −1,625−18.7% | Reduced |
| Credential Qtrade Securities Inc. | 7,003 | $1.50M | 0.09% | +836+13.6% | Added |
| Hartford Financial Management Inc. | 7,000 | $1.50M | 0.36% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 6,948 | $1.49M | 0.26% | +359+5.4% | Added |
| Ativo Capital Management LLC | 6,937 | $1.49M | 0.76% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 6,911 | $1.48M | 0.57% | +343+5.2% | Added |
| Strengthening Families & Communities, LLC | 6,908 | $1.48M | 0.91% | −144−2.0% | Reduced |
| First Farmers & Merchants Bank / Trust | 6,898 | $1.48M | 1.58% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 6,896 | $1.48M | 0.36% | +48+0.7% | Added |
| Davidson Capital Management Inc. | 6,872 | $1.47M | 0.55% | +551+8.7% | Added |
| Dixon Hubard Feinour & Brown Inc | 6,837 | $1.47M | 0.15% | −539−7.3% | Reduced |
| Ethic Inc. | 6,809 | $1.46M | 0.10% | −12,468−64.7% | Reduced |
| Bollard Group LLC | 6,797 | $1.46M | 0.05% | +51+0.8% | Added |
| Diligent Investors, LLC | 6,785 | $1.46M | 0.42% | −231−3.3% | Reduced |
| Wrapmanager Inc | 6,772 | $1.45M | 0.39% | +149+2.2% | Added |
| Checchi Capital Advisers, LLC | 6,772 | $1.45M | 0.15% | +430+6.8% | Added |
| Focus Financial Network, Inc. | 6,719 | $1.44M | 0.10% | −13,440−66.7% | Reduced |
| Traynor Capital Management, Inc. | 6,719 | $1.44M | 0.19% | +435+6.9% | Added |
| Washington Trust Co | 6,686 | $1.43M | 0.06% | +561+9.2% | Added |
| Independent Financial Group, LLC | 6,658 | $1.43M | 0.12% | +277+4.3% | Added |
| Centiva Capital, LP | 6,649 | $1.43M | 0.08% | −1,391−17.3% | Reduced |
| Diversified Trust Co | 6,646 | $1.43M | 0.05% | +1,947+41.4% | Added |
| Montag A & Associates Inc | 6,633 | $1.42M | 0.08% | +40+0.6% | Added |
| Capital Asset Advisory Services LLC | 6,629 | $1.42M | 0.15% | +1,956+41.9% | Added |
| Trail Ridge Investment Advisors, LLC | 6,624 | $1.42M | 0.87% | 00.0% | Unchanged |
| Boston Family Office LLC | 6,608 | $1.42M | 0.10% | +1,792+37.2% | Added |
| Carmel Capital Partners, LLC | 6,602 | $1.42M | 1.18% | +105+1.6% | Added |
| NN Investment Partners Holdings N.V. | 6,598 | $1.42M | 0.01% | −56,434−89.5% | Reduced |
| Teamwork Financial Advisors, LLC | 6,592 | $1.41M | 0.26% | +1,799+37.5% | Added |
| Cavalier Investments, LLC | 6,588 | $1.41M | 0.37% | −1,270−16.2% | Reduced |
| Quantinno Capital Management LP | 6,573 | $1.41M | 0.22% | +4,122+168.2% | Added |
| Mountain Capital Investment Advisors, Inc | 7,374 | $1.41M | 0.66% | −17−0.2% | Reduced |
| Guardian Capital Advisors LP | 7,475 | $1.40M | 0.14% | +189+2.6% | Added |
| Patton Albertson Miller Group, LLC | 6,538 | $1.40M | 0.24% | −737−10.1% | Reduced |
| SRB Corp | 6,526 | $1.40M | 0.08% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 6,504 | $1.39M | 0.20% | −309−4.5% | Reduced |
| Darwin Advisors, LLC | 6,464 | $1.39M | 0.23% | −1,860−22.3% | Reduced |
| Trust Investment Advisors | 6,456 | $1.38M | 1.13% | +100+1.6% | Added |
| Berkshire Asset Management LLC | 6,451 | $1.38M | 0.09% | +122+1.9% | Added |
| Avantax Planning Partners, Inc. | 6,448 | $1.38M | 0.05% | +951+17.3% | Added |
| Northstar Group, Inc. | 6,446 | $1.38M | 0.33% | +36+0.6% | Added |
| Bangor Savings Bank | 6,441 | $1.38M | 0.15% | +768+13.5% | Added |
| New Century Advisors, LLC | 6,420 | $1.38M | 1.16% | +6,420 | New |
| Marshall Financial Group LLC | 6,417 | $1.38M | 0.56% | −13−0.2% | Reduced |
| First Financial Bank - Trust Division | 6,394 | $1.37M | 0.15% | −428−6.3% | Reduced |
| Financial Advocates Investment Management | 6,395 | $1.37M | 0.09% | −13,971−68.6% | Reduced |
| Pegasus Partners Ltd. | 6,377 | $1.37M | 0.24% | −225−3.4% | Reduced |
| Trustcore Financial Services, LLC | 6,331 | $1.36M | 0.12% | +902+16.6% | Added |
| Byrne Asset Management LLC | 6,299 | $1.35M | 0.84% | +170+2.8% | Added |
| Corsicana & Co. | 6,295 | $1.35M | 0.87% | 00.0% | Unchanged |
| Teza Capital Management LLC | 6,282 | $1.35M | 0.51% | +4,449+242.7% | Added |
| Mather Group, LLC. | 6,277 | $1.35M | 0.03% | +4,530+259.3% | Added |
| Wintrust Investments LLC | 6,271 | $1.34M | 0.13% | +30+0.5% | Added |
| Regent Investment Management LLC | 6,261 | $1.34M | 0.31% | −25−0.4% | Reduced |
| Brown Miller Wealth Management, LLC | 6,262 | $1.34M | 0.78% | +227+3.8% | Added |
| Wealth Alliance | 6,254 | $1.34M | 0.27% | +1,433+29.7% | Added |
| Founders Financial Alliance, LLC | 6,237 | $1.34M | 0.59% | −556−8.2% | Reduced |
| Waldron Private Wealth LLC | 6,234 | $1.34M | 0.07% | +104+1.7% | Added |
| Nwam LLC | 6,199 | $1.33M | 0.10% | −964−13.5% | Reduced |
| Wolverine Asset Management LLC | 6,196 | $1.33M | 0.02% | +6,196 | New |
| Argent Advisors, Inc. | 6,185 | $1.33M | 0.71% | +729+13.4% | Added |
| Fund Management at Engine No. 1 LLC | 6,172 | $1.32M | 0.33% | +6,172 | New |
| Clarius Group, LLC | 6,162 | $1.32M | 0.10% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 6,085 | $1.32M | 0.02% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 6,139 | $1.32M | 0.47% | −139−2.2% | Reduced |
| TCM Advisors, LLC | – | $1.31M | 1.21% | – | – |
| Alaethes Wealth LLC | 6,099 | $1.31M | 0.83% | +124+2.1% | Added |
| Harbor Investment Advisory, LLC | 6,076 | $1.30M | 0.17% | +72+1.2% | Added |
| Sargent Bickham Lagudis LLC | 6,058 | $1.30M | 0.10% | +5,415+842.1% | Added |
| Engineers Gate Manager LP | 6,030 | $1.29M | 0.05% | −13,232−68.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,011 | $1.29M | 0.28% | −50−0.8% | Reduced |
| Brown Capital Management LLC | 5,982 | $1.28M | 0.01% | −85−1.4% | Reduced |
| Gleason Group, Inc. | 5,967 | $1.28M | 0.38% | +43+0.7% | Added |
| Investors Research Corp | 5,964 | $1.28M | 0.36% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,964 | $1.28M | 0.15% | +286+5.0% | Added |
| Regal Investment Advisors LLC | 5,921 | $1.27M | 0.12% | +1,008+20.5% | Added |