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 |
|---|---|---|---|---|---|
| Bank of Hawaii | 5,892 | $1.26M | 0.07% | −53−0.9% | Reduced |
| Washburn Capital Management, Inc. | 5,864 | $1.26M | 0.82% | −806−12.1% | Reduced |
| Mission Wealth Management, LP | 5,862 | $1.26M | 0.06% | +466+8.6% | Added |
| Trexquant Investment LP | 5,850 | $1.25M | 0.06% | −17,955−75.4% | Reduced |
| NBT Bank N A | 5,839 | $1.25M | 0.17% | −230−3.8% | Reduced |
| Nixon Peabody Trust Co | 5,835 | $1.25M | 0.43% | −697−10.7% | Reduced |
| Wilson & Boucher Capital Management, LLC | 5,810 | $1.25M | 1.13% | +145+2.6% | Added |
| Brighton Jones LLC | 5,810 | $1.25M | 0.06% | +377+6.9% | Added |
| Meyer Handelman Co | 5,800 | $1.24M | 0.05% | 00.0% | Unchanged |
| Hyman Charles D | 5,797 | $1.24M | 0.08% | +639+12.4% | Added |
| IFG Advisory, LLC | 5,783 | $1.24M | 0.13% | −396−6.4% | Reduced |
| Quadrant Capital Group LLC | 5,744 | $1.23M | 0.15% | +596+11.6% | Added |
| Affinity Wealth Management LLC | 6,406 | $1.22M | 0.25% | +904+16.4% | Added |
| Old Port Advisors | 5,898 | $1.22M | 0.41% | +247+4.4% | Added |
| Fernwood Investment Management, LLC | 5,663 | $1.21M | 0.43% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 5,659 | $1.21M | 0.16% | +481+9.3% | Added |
| Legacy Wealth Asset Management, LLC | 5,631 | $1.21M | 0.43% | +44+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,568 | $1.19M | 0.01% | +700+14.4% | Added |
| Human Investing LLC | 5,553 | $1.19M | 0.26% | +5,553 | New |
| ProVise Management Group, LLC | 5,550 | $1.19M | 0.11% | +720+14.9% | Added |
| Strategic Blueprint, LLC | 5,542 | $1.19M | 0.14% | +3,788+216.0% | Added |
| Loveless Wealth Management LLC | 5,540 | $1.19M | 0.67% | −170−3.0% | Reduced |
| GYL Financial Synergies, LLC | 5,541 | $1.19M | 0.28% | +740+15.4% | Added |
| Intrust Bank NA | 5,510 | $1.18M | 0.15% | +135+2.5% | Added |
| Clear Street Markets LLC | 5,499 | $1.18M | 0.35% | −1,777−24.4% | Reduced |
| LCNB Corp | 5,498 | $1.18M | 0.55% | +36+0.7% | Added |
| FRG Family Wealth Advisors LLC | 5,480 | $1.18M | 0.23% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 5,479 | $1.18M | 0.05% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 5,466 | $1.17M | 0.09% | +3,904+249.9% | Added |
| Sentry Investment Management LLC | 5,449 | $1.17M | 0.37% | −1,329−19.6% | Reduced |
| LVW Advisors, LLC | 5,443 | $1.17M | 0.20% | −55−1.0% | Reduced |
| Allred Capital Management, LLC | 5,442 | $1.17M | 0.62% | +203+3.9% | Added |
| Ergoteles LLC | 5,420 | $1.16M | 0.04% | +5,420 | New |
| Probity Advisors, Inc. | 5,413 | $1.16M | 0.24% | −636−10.5% | Reduced |
| First Affirmative Financial Network | 5,412 | $1.16M | 1.11% | +226+4.4% | Added |
| First Hawaiian Bank | 5,396 | $1.16M | 0.04% | −31−0.6% | Reduced |
| MTM Investment Management, LLC | 5,387 | $1.16M | 0.56% | +28+0.5% | Added |
| Wolff Financial Management LLC | 5,372 | $1.15M | 0.46% | +4+0.1% | Added |
| Barden Capital Management, Inc. | 5,372 | $1.15M | 1.13% | +159+3.1% | Added |
| Stiles Financial Services Inc | 5,367 | $1.15M | 0.58% | +1,109+26.0% | Added |
| Archford Capital Strategies, LLC | 5,798 | $1.14M | 0.25% | +473+8.9% | Added |
| 1st Source Bank | 5,330 | $1.14M | 0.07% | +286+5.7% | Added |
| Davidson Investment Advisors | 5,324 | $1.14M | 0.08% | −72,033−93.1% | Reduced |
| Paragon Financial Partners, Inc. | 5,323 | $1.14M | 0.99% | +4+0.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,307 | $1.14M | 0.90% | −8−0.2% | Reduced |
| Marino, Stram & Associates LLC | 5,307 | $1.14M | 0.36% | +121+2.3% | Added |
| Triangle Securities Wealth Management | 5,294 | $1.14M | 0.38% | −214−3.9% | Reduced |
| Solitude Financial Services | 5,283 | $1.13M | 0.71% | −300−5.4% | Reduced |
| JT Stratford LLC | 5,267 | $1.13M | 0.33% | −240−4.4% | Reduced |
| Confluence Wealth Services, Inc. | 5,244 | $1.12M | 0.41% | −16−0.3% | Reduced |
| Boyd Watterson Asset Management LLC | 5,233 | $1.12M | 0.41% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 5,220 | $1.12M | 0.35% | −100−1.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,215 | $1.12M | 0.23% | +1,003+23.8% | Added |
| Shelton Capital Management | 5,192 | $1.11M | 0.04% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 5,155 | $1.11M | 0.08% | +125+2.5% | Added |
| LifeGuide Financial Advisors, LLC | 5,144 | $1.10M | 0.85% | −100−1.9% | Reduced |
| CPR Investments Inc. | 5,125 | $1.10M | 0.91% | −15−0.3% | Reduced |
| Lindbrook Capital, LLC | 5,113 | $1.10M | 0.17% | +161+3.3% | Added |
| Community Trust & Investment Co | 5,100 | $1.09M | 0.10% | 00.0% | Unchanged |
| Ar Asset Management Inc | 5,100 | $1.09M | 0.28% | 00.0% | Unchanged |
| 55I, LLC | 5,097 | $1.09M | 0.03% | −43−0.8% | Reduced |
| VeraBank, N.A. | 5,080 | $1.09M | 0.56% | −26−0.5% | Reduced |
| Smith, Moore & Co. | 5,058 | $1.08M | 0.15% | +129+2.6% | Added |
| Sendero Wealth Management, LLC | 5,051 | $1.08M | 0.50% | −1,334−20.9% | Reduced |
| Kovack Advisors, Inc. | 5,037 | $1.08M | 0.11% | −335−6.2% | Reduced |
| ZWJ Investment Counsel Inc | 5,035 | $1.08M | 0.06% | 00.0% | Unchanged |
| Western Financial Corporation | 5,037 | $1.08M | 0.63% | +567+12.7% | Added |
| American Trust | 5,036 | $1.08M | 0.07% | +2,680+113.8% | Added |
| Lumature Wealth Partners, LLC | 5,031 | $1.08M | 0.43% | +900+21.8% | Added |
| Buttonwood Financial Advisors Inc. | 5,025 | $1.08M | 0.97% | −152−2.9% | Reduced |
| Orion Portfolio Solutions, LLC | 5,018 | $1.08M | 0.04% | +372+8.0% | Added |
| Range Financial Group LLC | 5,004 | $1.07M | 0.69% | +172+3.6% | Added |
| Strategic Wealth Designers | 4,984 | $1.07M | 0.25% | +156+3.2% | Added |
| Oak Thistle LLC | 4,985 | $1.07M | 0.56% | +4,985 | New |
| Southeast Asset Advisors Inc. | 4,945 | $1.06M | 0.14% | 00.0% | Unchanged |
| Ossiam | 4,940 | $1.06M | 0.03% | −2,541−34.0% | Reduced |
| Redmond Asset Management, LLC | 4,934 | $1.06M | 0.32% | −1,160−19.0% | Reduced |
| First National Bank of South Miami | 4,914 | $1.05M | 0.64% | −101−2.0% | Reduced |
| Valmark Advisers, Inc. | 4,908 | $1.05M | 0.02% | +268+5.8% | Added |
| Asset Allocation & Management Company, LLC | 4,880 | $1.05M | 0.38% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 4,840 | $1.04M | 0.46% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 5,795 | $1.03M | 0.12% | +334+6.1% | Added |
| Rothschild Investment Corp | 4,827 | $1.03M | 0.08% | −11−0.2% | Reduced |
| Wealth Management Partners, LLC | 5,000 | $1.03M | 0.74% | 00.0% | Unchanged |
| NVWM, LLC | 4,808 | $1.03M | 0.33% | +153+3.3% | Added |
| Intellectus Partners, LLC | 4,803 | $1.03M | 0.31% | −309−6.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,804 | $1.03M | 0.48% | +204+4.4% | Added |
| Jupiter Asset Management Ltd | 4,792 | $1.03M | 0.01% | −162,309−97.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 4,790 | $1.03M | 0.35% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,790 | $1.03M | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,779 | $1.02M | 0.04% | +1,383+40.7% | Added |
| Peoples Financial Services Corp. | 4,775 | $1.02M | 0.44% | +2,580+117.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,764 | $1.02M | 0.19% | −136−2.8% | Reduced |
| Latitude Advisors, LLC | 4,767 | $1.02M | 0.23% | +2,673+127.7% | Added |
| Ropes Wealth Advisors LLC | 4,757 | $1.02M | 0.18% | −655−12.1% | Reduced |
| Leonteq Securities AG | 4,747 | $1.02M | 0.04% | −3,045−39.1% | Reduced |
| City State Bank | 4,746 | $1.02M | 0.61% | −54−1.1% | Reduced |
| Evermay Wealth Management LLC | 4,718 | $1.01M | 0.17% | +50+1.1% | Added |
| Principle Wealth Partners LLC | 4,717 | $1.01M | 0.11% | +261+5.9% | Added |
| Dividend Assets Capital, LLC | 4,704 | $1.01M | 0.19% | −174−3.6% | Reduced |