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 |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 3,078 | $660.0K | 0.09% | +32+1.1% | Added |
| Newman Dignan & Sheerar, Inc. | 3,072 | $659.0K | 0.21% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 3,064 | $657.0K | 0.26% | −1,012−24.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,062 | $657.0K | 0.18% | −70−2.2% | Reduced |
| Beaumont Financial Partners, LLC | 3,065 | $657.0K | 0.05% | +924+43.2% | Added |
| Blueprint Investment Partners LLC | 3,060 | $656.0K | 0.17% | +424+16.1% | Added |
| XTX Topco Ltd | 3,054 | $655.0K | 0.29% | +3,054 | New |
| Archer Investment Corp | 3,050 | $654.1K | 0.23% | 00.0% | Unchanged |
| Premier Asset Management LLC | 3,048 | $654.0K | 0.20% | −6,839−69.2% | Reduced |
| McGuire Investment Group, LLC | 3,030 | $650.0K | 0.12% | +4+0.1% | Added |
| Lake Street Financial LLC | 3,029 | $650.0K | 0.12% | +345+12.9% | Added |
| Advisors Capital Management, LLC | 3,027 | $649.0K | 0.02% | +138+4.8% | Added |
| Proficio Capital Partners LLC | 3,016 | $647.0K | 0.10% | +649+27.4% | Added |
| Harbour Capital Advisors, LLC | 3,009 | $645.0K | 0.18% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,000 | $643.0K | 0.05% | −10.0% | Reduced |
| Lumina Fund Management LLC | 3,000 | $643.0K | 0.26% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 3,000 | $643.0K | 0.53% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 2,996 | $642.0K | 0.30% | −91−2.9% | Reduced |
| Highland Private Wealth Management | 2,981 | $640.0K | 0.09% | +217+7.9% | Added |
| River & Mercantile Investments Ltd | 2,980 | $640.0K | 0.14% | +2,980 | New |
| Landmark Financial Advisors, LLC | 3,367 | $639.0K | 0.31% | +25+0.7% | Added |
| San Luis Wealth Advisors LLC | 2,962 | $635.0K | 0.31% | +2,962 | New |
| Kolinsky Wealth Management, LLC | 2,933 | $629.0K | 0.62% | +37+1.3% | Added |
| Indiana Trust & Investment Management CO | 2,929 | $628.0K | 0.30% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 2,917 | $626.0K | 0.84% | +2,917 | New |
| Corrigan Financial, Inc. | 2,917 | $625.6K | 0.20% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,916 | $625.0K | 0.02% | +1,414+94.1% | Added |
| Knights of Columbus Asset Advisors LLC | 2,911 | $624.0K | 0.05% | +89+3.2% | Added |
| Westhampton Capital, LLC | 2,900 | $622.0K | 0.40% | +55+1.9% | Added |
| WealthShield Partners, LLC | 2,902 | $622.0K | 0.10% | +356+14.0% | Added |
| Cribstone Capital Management, LLC | 2,891 | $620.0K | 0.34% | +82+2.9% | Added |
| ASB Consultores, LLC | 2,891 | $620.0K | 0.26% | +264+10.0% | Added |
| M Holdings Securities, Inc. | 2,889 | $620.0K | 0.05% | +2,889 | New |
| Weaver Consulting Group | 2,882 | $618.0K | 0.30% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,876 | $617.0K | 0.51% | +90+3.2% | Added |
| Eudaimonia Advisors LLC | 2,873 | $616.0K | 0.35% | −32−1.1% | Reduced |
| Roberts Glore & Co Inc | 2,865 | $614.0K | 0.18% | −233−7.5% | Reduced |
| First International Bank & Trust | 2,863 | $614.0K | 0.21% | +5+0.2% | Added |
| King Wealth | 2,858 | $613.0K | 0.12% | −323−10.2% | Reduced |
| RDA Financial Network | 2,857 | $613.0K | 0.26% | +68+2.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,852 | $612.0K | 0.11% | −100−3.4% | Reduced |
| Davidson Trust Co | 2,854 | $612.0K | 0.46% | +18+0.6% | Added |
| Gray Wealth Management Inc. | 2,849 | $611.0K | 0.31% | −21−0.7% | Reduced |
| Nicolet Bankshares Inc | 2,844 | $610.0K | 0.13% | +377+15.3% | Added |
| Chicago Partners Investment Group LLC | 3,502 | $603.0K | 0.05% | +529+17.8% | Added |
| SC&H Financial Advisors, Inc. | 2,800 | $600.0K | 0.29% | +100+3.7% | Added |
| Accel Wealth Management | 2,892 | $598.0K | 0.31% | +21+0.7% | Added |
| Vance Wealth, Inc. | 2,780 | $596.0K | 0.75% | −95−3.3% | Reduced |
| Next Level Private LLC | 2,779 | $596.0K | 0.48% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,774 | $595.0K | 0.07% | −25−0.9% | Reduced |
| Detalus Advisors, LLC | 2,761 | $592.0K | 0.31% | −100−3.5% | Reduced |
| Opus Capital Group, LLC | 2,762 | $592.0K | 0.12% | +625+29.2% | Added |
| Regent Peak Wealth Advisors LLC | 2,752 | $590.0K | 0.17% | +221+8.7% | Added |
| Eidelman Virant Capital | 2,750 | $589.0K | 0.32% | −1,375−33.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,747 | $589.0K | 0.11% | +4+0.1% | Added |
| Exane Derivatives | 2,739 | $587.4K | 0.17% | +2,739 | New |
| Meristem Family Wealth, LLC | 2,733 | $586.0K | 0.06% | −292−9.7% | Reduced |
| MidWestOne Financial Group, Inc. | 2,733 | $586.0K | 0.13% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 2,735 | $586.0K | 0.34% | +256+10.3% | Added |
| Wedmont Private Capital | 2,858 | $586.0K | 0.13% | +889+45.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,697 | $579.0K | 0.31% | −50−1.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,698 | $579.0K | 0.11% | −35−1.3% | Reduced |
| Barings LLC | 2,694 | $578.0K | 0.02% | −1,983−42.4% | Reduced |
| RB Capital Management, LLC | 2,689 | $577.0K | 0.19% | +81+3.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,229 | $575.0K | 0.02% | +7+0.2% | Added |
| First Citizens Bank & Trust Co | 2,683 | $575.0K | 0.02% | +102+4.0% | Added |
| Arete Wealth Advisors, LLC | 2,677 | $574.0K | 0.05% | −97−3.5% | Reduced |
| Mechanics Financial Corp | 2,675 | $574.0K | 0.29% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 2,675 | $574.0K | 0.13% | +35+1.3% | Added |
| Traverso Chambers Private Wealth Management, LLC | 2,654 | $569.0K | 0.17% | +10.0% | Added |
| Secure Asset Management, LLC | 2,645 | $567.0K | 0.26% | −898−25.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,633 | $565.0K | 0.15% | −94−3.4% | Reduced |
| Titus Wealth Management | 2,629 | $564.0K | 0.25% | −142−5.1% | Reduced |
| Austin Asset Management Co Inc | 2,616 | $561.0K | 0.18% | −28−1.1% | Reduced |
| Thoroughbred Financial Services, LLC | 2,612 | $560.0K | 0.09% | +590+29.2% | Added |
| Winthrop Advisory Group LLC | 2,604 | $559.0K | 0.12% | +328+14.4% | Added |
| Peavine Capital, LLC | 2,600 | $558.0K | 0.11% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,602 | $558.0K | 0.04% | +52+2.0% | Added |
| GPS Wealth Strategies Group, LLC | 2,604 | $558.0K | 0.13% | +386+17.4% | Added |
| Bank of Nova Scotia Trust Co | 2,592 | $556.0K | 0.05% | −58−2.2% | Reduced |
| Ledyard National Bank | 2,593 | $556.0K | 0.06% | +275+11.9% | Added |
| Miracle Mile Advisors, LLC | 2,566 | $550.0K | 0.02% | −46,484−94.8% | Reduced |
| Delta Financial Advisors LLC | 2,565 | $550.0K | 0.23% | +5+0.2% | Added |
| KRS Capital Management, LLC | 2,568 | $550.0K | 0.60% | +373+17.0% | Added |
| Cannon Financial Strategists, Inc. | 2,561 | $549.2K | 0.20% | 00.0% | Unchanged |
| Cadence Bank NA | 2,552 | $547.0K | 0.15% | +42+1.7% | Added |
| Boothbay Fund Management, LLC | 2,550 | $547.0K | 0.02% | +2,550 | New |
| Cohen & Steers, Inc. | 2,547 | $546.0K | 0.00% | −31−1.2% | Reduced |
| Andesa Financial Management Inc. | 2,536 | $545.0K | 0.29% | +50+2.0% | Added |
| IMS Capital Management | 2,535 | $544.0K | 0.29% | −98−3.7% | Reduced |
| Flagship Harbor Advisors, LLC | 2,536 | $544.0K | 0.05% | −92−3.5% | Reduced |
| BCJ Capital Management, LLC | 2,535 | $544.0K | 0.05% | +34+1.4% | Added |
| Cahaba Wealth Management, Inc. | 3,022 | $543.0K | 0.07% | +421+16.2% | Added |
| blooom, inc. | 2,448 | $543.0K | 0.44% | +42+1.7% | Added |
| Pacitti Group Inc. | 2,528 | $542.0K | 0.36% | +2+0.1% | Added |
| SRS Capital Advisors, Inc. | 2,527 | $542.0K | 0.07% | +104+4.3% | Added |
| CoreFirst Bank & Trust | 2,522 | $541.0K | 0.37% | −100−3.8% | Reduced |
| First City Capital Management, Inc. | 2,515 | $539.0K | 0.30% | +155+6.6% | Added |
| Personal Cfo Solutions, LLC | 2,508 | $538.0K | 0.11% | +117+4.9% | Added |
| Roosevelt Investment Group LLC | 2,503 | $537.0K | 0.03% | 00.0% | Unchanged |