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 |
|---|---|---|---|---|---|
| Community Bank & Trust, Waco, Texas | 3,832 | $822.0K | 0.24% | +259+7.2% | Added |
| Sunflower Bank, N.A. | 3,834 | $822.0K | 0.11% | +344+9.9% | Added |
| RFG Advisory, LLC | 3,815 | $818.0K | 0.05% | +1,427+59.8% | Added |
| Level Four Advisory Services, LLC | 3,795 | $814.0K | 0.06% | +2,097+123.5% | Added |
| Foster & Motley Inc | 3,790 | $813.0K | 0.06% | +2,146+130.5% | Added |
| Kingfisher Capital LLC | 3,776 | $810.0K | 0.21% | +2+0.1% | Added |
| Zeke Capital Advisors, LLC | 3,768 | $808.0K | 0.04% | +3,768 | New |
| Country Trust Bank | 3,756 | $806.0K | 0.02% | −835−18.2% | Reduced |
| Diamant Asset Management, Inc. | 3,750 | $804.0K | 0.62% | −225−5.7% | Reduced |
| Meridian Wealth Advisors, LLC | 3,743 | $803.0K | 0.19% | +809+27.6% | Added |
| Heritage Wealth Advisors | 3,741 | $802.0K | 0.04% | −8−0.2% | Reduced |
| Keudell/Morrison Wealth Management | 3,722 | $798.0K | 0.33% | −12−0.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,715 | $797.0K | 0.05% | +487+15.1% | Added |
| Patten Group, Inc. | 3,689 | $791.0K | 0.22% | +10.0% | Added |
| Ancora Advisors, LLC | 3,680 | $789.0K | 0.02% | −1,258−25.5% | Reduced |
| Proequities, Inc. | 3,670 | $787.0K | 0.06% | −1,681−31.4% | Reduced |
| Thomasville National Bank | 3,632 | $779.0K | 0.08% | −427−10.5% | Reduced |
| Northstar Advisory Group, LLC | 3,634 | $779.0K | 0.50% | +78+2.2% | Added |
| Donoghue Forlines LLC | 3,632 | $779.0K | 0.17% | +3,632 | New |
| Foundations Investment Advisors, LLC | 4,139 | $778.0K | 0.03% | +472+12.9% | Added |
| Pflug Koory, LLC | 3,623 | $777.0K | 0.39% | 00.0% | Unchanged |
| LMR Partners LLP | 3,618 | $776.0K | 0.01% | +3,618 | New |
| Founders Capital Management | 3,610 | $774.0K | 0.50% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 3,597 | $771.0K | 0.47% | −50−1.4% | Reduced |
| Ocean Capital Management, LLC | 3,563 | $771.0K | 0.31% | +1,405+65.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,592 | $770.0K | 0.58% | −124−3.3% | Reduced |
| Reuter James Wealth Management, LLC | 3,580 | $768.0K | 0.31% | −150−4.0% | Reduced |
| McAdam, LLC | 3,583 | $768.0K | 0.07% | +31+0.9% | Added |
| FourThought Financial, LLC | 3,561 | $763.0K | 0.10% | −16−0.4% | Reduced |
| Defined Wealth Management, LLC | 3,556 | $763.0K | 0.67% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,560 | $763.0K | 0.24% | +1,204+51.1% | Added |
| Douglas Lane & Associates, LLC | 3,540 | $759.0K | 0.01% | +32+0.9% | Added |
| K.J. Harrison & Partners Inc | 3,525 | $756.0K | 0.12% | +3,525 | New |
| Field & Main Bank | 3,500 | $751.0K | 0.45% | +540+18.2% | Added |
| Hengehold Capital Management LLC | 3,503 | $751.0K | 0.10% | +3,503 | New |
| NTB Financial Corp | 3,497 | $750.0K | 0.54% | 00.0% | Unchanged |
| IFG Advisors, LLC | 3,497 | $750.0K | 0.33% | +9+0.3% | Added |
| Greenwich Wealth Management LLC | 3,498 | $750.0K | 0.08% | +36+1.0% | Added |
| Stableford Capital II LLC | 3,889 | $749.0K | 0.32% | −322−7.6% | Reduced |
| Family Legacy, Inc. | 3,484 | $747.0K | 0.31% | −33−0.9% | Reduced |
| Childress Capital Advisors, LLC | 3,483 | $747.0K | 0.26% | +582+20.1% | Added |
| Acropolis Investment Management, LLC | 3,481 | $747.0K | 0.07% | +926+36.2% | Added |
| Fukoku Mutual Life Insurance Co | 3,480 | $746.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Bank | 3,479 | $746.0K | 0.09% | +1,527+78.2% | Added |
| Morris Retirement Advisors, LLC | 3,473 | $745.0K | 0.57% | −174−4.8% | Reduced |
| Baker Ellis Asset Management LLC | 3,460 | $742.0K | 0.13% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3,444 | $739.0K | 0.14% | +13+0.4% | Added |
| Bellecapital International Ltd. | 3,443 | $738.0K | 0.23% | +3,443 | New |
| ERTS Wealth Advisors, LLC | 3,426 | $735.0K | 0.21% | −126−3.5% | Reduced |
| Souders Financial Advisors | 3,422 | $734.0K | 0.21% | +3,422 | New |
| Wealth Management Solutions, LLC | 3,396 | $728.0K | 0.38% | −388−10.3% | Reduced |
| DeDora Capital, Inc. | 3,391 | $727.0K | 0.29% | +3,391 | New |
| Summit X, LLC | 3,390 | $726.0K | 0.18% | +73+2.2% | Added |
| Royal Capital Wealth Management, LLC | 3,381 | $725.0K | 0.71% | −10.0% | Reduced |
| Montis Financial, LLC | 3,371 | $723.0K | 0.56% | +10.0% | Added |
| Harvest Fund Management Co., Ltd | 3,374 | $723.0K | 0.15% | +266+8.6% | Added |
| Absher Wealth Management, LLC | 3,373 | $723.0K | 0.12% | +343+11.3% | Added |
| Erste Asset Management GmbH | 3,273 | $720.7K | 0.01% | +908+38.4% | Added |
| AMJ Financial Wealth Management | 3,357 | $720.0K | 0.29% | +28+0.8% | Added |
| World Equity Group, Inc. | 3,353 | $719.0K | 0.16% | +3,353 | New |
| Summit Asset Management, LLC | 3,344 | $717.0K | 0.21% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,336 | $715.0K | 0.41% | 00.0% | Unchanged |
| SFMG, LLC | 3,331 | $714.0K | 0.07% | −59−1.7% | Reduced |
| Mirova | 3,330 | $714.0K | 0.10% | −3−0.1% | Reduced |
| Wealthsource Partners, LLC | 3,322 | $713.0K | 0.05% | −560−14.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,940 | $709.0K | 0.49% | −76−1.9% | Reduced |
| Principal Street Partners, LLC | 3,302 | $708.0K | 0.16% | +476+16.8% | Added |
| Mascoma Wealth Management LLC | 3,300 | $708.0K | 0.23% | +2,770+522.6% | Added |
| Evoke Wealth, LLC | 3,291 | $706.0K | 0.02% | −207−5.9% | Reduced |
| Burney Co | 3,284 | $704.0K | 0.03% | −214−6.1% | Reduced |
| Sterling Financial Planning, Inc. | 3,277 | $703.0K | 0.44% | −420−11.4% | Reduced |
| Stevens Capital Management LP | 3,267 | $701.0K | 0.15% | +3,267 | New |
| Powers Advisory Group, LLC | 3,262 | $700.0K | 0.49% | +18+0.6% | Added |
| Parkside Financial Bank & Trust | 3,265 | $700.0K | 0.19% | +100+3.2% | Added |
| Richwood Investment Advisors, LLC | 3,258 | $699.0K | 0.62% | +490+17.7% | Added |
| Steel Peak Wealth Management LLC | 3,251 | $697.0K | 0.04% | +2,274+232.8% | Added |
| Red Wave Investments LLC | 3,245 | $696.0K | 0.25% | +950+41.4% | Added |
| Sun Life Financial INC | 3,245 | $694.0K | 0.03% | −353−9.8% | Reduced |
| MA Private Wealth | 3,227 | $692.0K | 0.13% | +12+0.4% | Added |
| Kore Private Wealth LLC | 3,226 | $692.0K | 0.09% | +130+4.2% | Added |
| Tocqueville Asset Management L.P. | 3,215 | $689.0K | 0.01% | −580−15.3% | Reduced |
| Credit Agricole S A | 3,213 | $689.0K | 0.02% | +2,227+225.9% | Added |
| AlphaMark Advisors, LLC | 3,210 | $688.0K | 0.25% | +3,060+2,040.0% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,197 | $686.0K | 0.25% | −964−23.2% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 3,190 | $684.0K | 0.08% | 00.0% | Unchanged |
| Paloma Partners Management Co | 3,179 | $682.0K | 0.05% | −1,634−33.9% | Reduced |
| Fiduciary Group LLC | 3,839 | $681.0K | 0.09% | +144+3.9% | Added |
| Minot Wealth Management LLC | 3,176 | $681.0K | 0.15% | +88+2.8% | Added |
| Center for Financial Planning, Inc. | 3,163 | $678.0K | 0.14% | −141−4.3% | Reduced |
| E&G Advisors, LP | 3,162 | $678.0K | 0.19% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,159 | $677.0K | 0.04% | −225−6.6% | Reduced |
| Selective Wealth Management, Inc. | 3,142 | $674.0K | 0.24% | +112+3.7% | Added |
| First Nebraska Trust Co | 3,141 | $673.6K | 0.08% | −250−7.4% | Reduced |
| Cornerstone Advisory, LLC | 3,133 | $672.0K | 0.10% | +32+1.0% | Added |
| Sargent Investment Group, LLC | 3,130 | $671.0K | 0.17% | +92+3.0% | Added |
| Blodgett Wealth Advisors, LLC | 3,113 | $668.0K | 0.56% | +2+0.1% | Added |
| Vigilant Capital Management, LLC | 3,107 | $666.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,097 | $665.0K | 0.17% | −283−8.4% | Reduced |
| Octavia Wealth Advisors, LLC | 3,091 | $663.0K | 0.15% | +119+4.0% | Added |
| Formidable Asset Management, LLC | 3,088 | $662.0K | 0.13% | +98+3.3% | Added |