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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 4,700 | $1.01M | 0.23% | +46+1.0% | Added |
| Lyell Wealth Management, LP | 4,680 | $1.00M | 0.13% | +137+3.0% | Added |
| Blackston Financial Advisory Group, LLC | 5,509 | $1.00M | 0.65% | −10.0% | Reduced |
| Banque Pictet & Cie SA | 4,675 | $1.00M | 0.01% | −20.0% | Reduced |
| Elk River Wealth Management, LLC | 4,664 | $1.00M | 0.22% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,660 | $999.0K | 0.09% | +127+2.8% | Added |
| Verition Fund Management LLC | 4,639 | $995.0K | 0.02% | −605−11.5% | Reduced |
| NorthRock Partners, LLC | 4,617 | $990.0K | 0.09% | +419+10.0% | Added |
| swisspartners Ltd. | 4,600 | $986.0K | 0.78% | +4,600 | New |
| Core Alternative Capital | 4,591 | $985.0K | 0.26% | +3,802+481.9% | Added |
| Krane Funds Advisors LLC | 4,578 | $982.0K | 0.04% | +513+12.6% | Added |
| Terry L. Blaker | 4,574 | $981.0K | 0.08% | −454−9.0% | Reduced |
| Palumbo Wealth Management LLC | 4,567 | $979.0K | 0.63% | +91+2.0% | Added |
| Laidlaw Wealth Management LLC | 4,564 | $979.0K | 0.16% | +2,409+111.8% | Added |
| Oakworth Capital, Inc. | 4,554 | $977.0K | 0.08% | −414−8.3% | Reduced |
| Eads & Heald Wealth Management | 4,555 | $977.0K | 0.45% | −85−1.8% | Reduced |
| Main Street Financial Solutions, LLC | 4,538 | $973.0K | 0.14% | −202−4.3% | Reduced |
| WestHill Financial Advisors, Inc. | 4,539 | $973.0K | 0.28% | +10.0% | Added |
| Jag Capital Management, LLC | 5,720 | $972.0K | 0.10% | −351−5.8% | Reduced |
| Perpetual Investment Management Ltd | 4,511 | $968.0K | 0.12% | +270+6.4% | Added |
| Cooper Financial Group | 4,504 | $966.0K | 0.37% | +16+0.4% | Added |
| Grandview Asset Management LLC | 4,494 | $964.0K | 0.41% | +182+4.2% | Added |
| Mendel Money Management | 4,451 | $955.0K | 0.47% | +4,451 | New |
| Signet Financial Management, LLC | 4,447 | $954.0K | 0.16% | −27−0.6% | Reduced |
| Ontario Teachers Pension Plan Board | 4,434 | $951.0K | 0.01% | −3,960−47.2% | Reduced |
| IHT Wealth Management, LLC | 4,425 | $949.0K | 0.07% | +107+2.5% | Added |
| Axiom Financial Strategies, LLC | 5,251 | $943.0K | 0.48% | −26−0.5% | Reduced |
| Profit Investment Management, LLC | 4,403 | $943.0K | 0.58% | +100+2.3% | Added |
| Harrison & Co Wealth Management, LLC | 4,386 | $941.0K | 0.82% | −34−0.8% | Reduced |
| Glen Eagle Advisors, LLC | 4,381 | $939.6K | 0.25% | +5+0.1% | Added |
| apricus wealth, LLC | 4,932 | $939.0K | 0.77% | −2,788−36.1% | Reduced |
| Segment Wealth Management, LLC | 4,374 | $938.0K | 0.10% | −186−4.1% | Reduced |
| DAGCO, Inc. | 4,915 | $937.0K | 0.43% | −108−2.2% | Reduced |
| IVC Wealth Advisors LLC | 4,362 | $935.0K | 0.61% | −197−4.3% | Reduced |
| SBB Research Group LLC | 4,360 | $935.0K | 0.20% | +33+0.8% | Added |
| Savant Capital, LLC | 4,349 | $933.0K | 0.03% | +388+9.8% | Added |
| Financial Advisory Service, Inc. | 4,343 | $931.0K | 0.09% | +1,014+30.5% | Added |
| Amica Retiree Medical Trust | 4,335 | $930.0K | 0.87% | −2,972−40.7% | Reduced |
| Balentine LLC | 4,337 | $930.0K | 0.03% | +446+11.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,280 | $918.0K | 0.17% | −425−9.0% | Reduced |
| MKT Advisors LLC | 5,060 | $918.0K | 0.69% | +380+8.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,268 | $915.0K | 0.14% | +4,268 | New |
| ETF Managers Group, LLC | 4,152 | $914.0K | 0.02% | +105+2.6% | Added |
| S&T Bank | 4,250 | $911.0K | 0.14% | +137+3.3% | Added |
| Cohen Capital Management, Inc. | 4,250 | $911.0K | 0.16% | +4,250 | New |
| GoalVest Advisory LLC | 4,244 | $910.0K | 0.51% | +4,244 | New |
| Trustco Bank Corp N Y | 4,238 | $909.0K | 0.90% | −37−0.9% | Reduced |
| Essex Savings Bank | 4,214 | $904.0K | 0.30% | +1,106+35.6% | Added |
| Ritholtz Wealth Management | 4,211 | $903.0K | 0.06% | +588+16.2% | Added |
| S.A. Mason LLC | 4,205 | $902.0K | 0.56% | 00.0% | Unchanged |
| Capital Square, LLC | 4,204 | $901.0K | 0.64% | 00.0% | Unchanged |
| Corundum Group, Inc. | 4,196 | $900.0K | 0.84% | +1,691+67.5% | Added |
| S&CO Inc | 4,190 | $898.0K | 0.06% | 00.0% | Unchanged |
| Covenant Partners, LLC | 4,188 | $898.0K | 0.36% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 4,175 | $895.0K | 0.46% | −103−2.4% | Reduced |
| CRA Financial Services, LLC | 4,173 | $895.0K | 0.27% | −80−1.9% | Reduced |
| Busey Wealth Management | 4,164 | $893.0K | 0.04% | −595−12.5% | Reduced |
| Lantz Financial LLC | 4,164 | $893.0K | 0.36% | −152−3.5% | Reduced |
| Hirtle Callaghan & Co LLC | 4,145 | $889.0K | 0.04% | +3,129+308.0% | Added |
| OmniStar Financial Group, Inc. | 4,142 | $888.0K | 0.88% | −171−4.0% | Reduced |
| Barr E S & Co | 4,115 | $883.0K | 0.06% | −462−10.1% | Reduced |
| Altus Wealth Group LLC | 4,109 | $881.0K | 0.72% | +97+2.4% | Added |
| Kanawha Capital Management LLC | 4,100 | $879.0K | 0.08% | −3−0.1% | Reduced |
| Northwest Bancshares, Inc. | 4,098 | $879.0K | 0.17% | +136+3.4% | Added |
| Forum Financial Management, LP | 4,092 | $877.0K | 0.04% | +462+12.7% | Added |
| Titleist Asset Management, Ltd. | 4,073 | $873.0K | 0.18% | −56−1.4% | Reduced |
| Meridian Wealth Management, LLC | 4,068 | $873.0K | 0.10% | +10+0.2% | Added |
| EverSource Wealth Advisors, LLC | 4,072 | $873.0K | 0.22% | +536+15.2% | Added |
| Investors Asset Management of Georgia Inc | 4,052 | $869.0K | 0.44% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4,049 | $868.0K | 0.06% | +1,078+36.3% | Added |
| Robertson Stephens Wealth Management, LLC | 4,030 | $864.0K | 0.07% | −1,164−22.4% | Reduced |
| Wilkinson Global Asset Management LLC | 4,027 | $864.0K | 0.06% | 00.0% | Unchanged |
| Qtron Investments LLC | 4,018 | $862.0K | 0.19% | +1,340+50.0% | Added |
| Wealth Advisory Solutions, LLC | 4,020 | $862.0K | 0.18% | +4,020 | New |
| Tudor Investment Corp Et Al | 4,017 | $861.0K | 0.02% | +4,017 | New |
| Maryland Capital Management | 3,977 | $853.0K | 0.05% | +185+4.9% | Added |
| West Paces Advisors Inc. | 3,957 | $848.6K | 0.26% | +1,225+44.8% | Added |
| Pinnacle Private Wealth, LLC | 3,954 | $848.0K | 0.26% | +25+0.6% | Added |
| Menard Financial Group LLC | 3,945 | $846.0K | 0.83% | +364+10.2% | Added |
| Longfellow Investment Management Co LLC | 3,944 | $846.0K | 0.14% | +1,798+83.8% | Added |
| Ferguson Wellman Capital Management, Inc | 3,941 | $845.0K | 0.03% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 3,942 | $845.0K | 0.65% | +125+3.3% | Added |
| Terra Nova Asset Management LLC | 3,930 | $843.0K | 0.78% | +190+5.1% | Added |
| HM Payson & Co | 3,920 | $841.0K | 0.02% | −574−12.8% | Reduced |
| First Commonwealth Financial Corp | 3,925 | $841.0K | 0.27% | −95−2.4% | Reduced |
| Montecito Bank & Trust | 3,904 | $838.0K | 0.16% | −199−4.9% | Reduced |
| Claro Advisors LLC | 3,907 | $837.0K | 0.30% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 3,903 | $837.0K | 0.67% | +1,982+103.2% | Added |
| Bailard, Inc. | 3,894 | $835.0K | 0.03% | +33+0.9% | Added |
| GraniteShares Advisors LLC | 3,893 | $834.0K | 0.45% | −204−5.0% | Reduced |
| Concord Wealth Partners | 3,887 | $834.0K | 0.22% | +92+2.4% | Added |
| Carl P. Sherr & Co., LLC | 3,883 | $833.0K | 0.56% | −6−0.2% | Reduced |
| Liberty Wealth Management LLC | 3,879 | $832.0K | 0.30% | – | – |
| Nations Financial Group Inc, | 3,859 | $828.0K | 0.10% | +386+11.1% | Added |
| Dakota Wealth Management | 3,857 | $827.0K | 0.07% | +153+4.1% | Added |
| Liberty Capital Management, Inc. | 3,850 | $826.0K | 0.24% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 3,850 | $826.0K | 0.61% | +3,850 | New |
| Brightworth | 3,849 | $825.0K | 0.08% | −100−2.5% | Reduced |
| Grove Bank & Trust | 3,836 | $823.0K | 0.16% | +53+1.4% | Added |
| Valley National Advisers Inc | 3,835 | $822.0K | 0.16% | +130+3.5% | Added |