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 |
|---|---|---|---|---|---|
| O'Rourke & Company, Inc | 2,503 | $537.0K | 0.37% | +632+33.8% | Added |
| Edmond de Rothschild Holding S.A. | 2,496 | $536.0K | 0.01% | +120+5.1% | Added |
| Caisse de Depot Et Placement du Quebec | 2,500 | $536.0K | 0.00% | +2,500 | New |
| Stoneridge Investment Partners LLC | 2,485 | $533.0K | 0.25% | −2,265−47.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,487 | $533.0K | 0.25% | −47−1.9% | Reduced |
| Founders Capital Management, LLC | 2,475 | $531.0K | 0.11% | 00.0% | Unchanged |
| NTV Asset Management LLC | 2,473 | $530.0K | 0.09% | +16+0.7% | Added |
| Wealthspire Advisors, LLC | 2,438 | $523.0K | 0.01% | −4,138−62.9% | Reduced |
| Bank Ozk | 2,424 | $520.0K | 0.22% | +67+2.8% | Added |
| Red Cedar Investment Management, LLC | 2,427 | $520.0K | 0.07% | +2,427 | New |
| Buckingham Strategic Partners | 2,418 | $520.0K | 0.05% | +2,418 | New |
| Virtu Financial LLC | 2,420 | $519.0K | 0.04% | +2,420 | New |
| David Loasby | 2,706 | $517.0K | 0.07% | +1,300+92.5% | Added |
| Fort Sheridan Advisors LLC | 2,400 | $515.0K | 0.15% | −60−2.4% | Reduced |
| Garrison Bradford & Associates Inc | 2,400 | $515.0K | 0.50% | 00.0% | Unchanged |
| Marks Wealth, LLC | 2,400 | $515.0K | 0.16% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,402 | $515.0K | 0.07% | +138+6.1% | Added |
| First Western Trust Bank | 2,340 | $515.0K | 0.03% | +2,340 | New |
| Graypoint LLC | 2,399 | $514.0K | 0.05% | +920+62.2% | Added |
| Baker Boyer National Bank | 2,386 | $512.0K | 0.25% | −25−1.0% | Reduced |
| Crossvault Capital Management LLC | 2,373 | $509.0K | 0.16% | −100−4.0% | Reduced |
| GW Henssler & Associates Ltd | 2,348 | $504.0K | 0.03% | −650−21.7% | Reduced |
| Windsor Group LTD | 2,639 | $504.0K | 0.09% | +12+0.5% | Added |
| Tower Wealth Partners, Inc. | 2,344 | $503.0K | 0.55% | +714+43.8% | Added |
| SignalPoint Asset Management, LLC | 2,337 | $501.0K | 0.16% | −115−4.7% | Reduced |
| Renasant Bank | 2,337 | $501.0K | 0.34% | +303+14.9% | Added |
| Strategy Asset Managers LLC | 2,338 | $501.0K | 0.11% | +2,338 | New |
| Trustmark National Bank Trust Department | 2,324 | $499.0K | 0.04% | +2,324 | New |
| Accurate Wealth Management, LLC | 2,321 | $498.0K | 0.22% | +122+5.5% | Added |
| NCM Capital Management, LLC | 2,317 | $497.0K | 0.31% | +25+1.1% | Added |
| Adirondack Trust Co | 2,311 | $496.0K | 0.23% | +261+12.7% | Added |
| Cabot Wealth Management Inc | 2,305 | $494.0K | 0.07% | −222−8.8% | Reduced |
| Silverlake Wealth Management LLC | 2,303 | $493.9K | 0.28% | −228−9.0% | Reduced |
| Cambridge Trust Co | 2,302 | $493.0K | 0.02% | −43−1.8% | Reduced |
| Sutton Wealth Advisors Inc. | 2,290 | $491.1K | 0.17% | +16+0.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,290 | $491.0K | 0.07% | −1,280−35.9% | Reduced |
| Bluesphere Advisors, LLC | 2,289 | $491.0K | 0.42% | −210−8.4% | Reduced |
| Aaron Wealth Advisors | 105,299 | $491.0K | 0.01% | +105,299 | New |
| Old Mission Investment Co LLC | 2,280 | $489.0K | 0.18% | −15−0.7% | Reduced |
| Reitz Capital Advisors LLC | 2,273 | $487.0K | 0.35% | +6+0.3% | Added |
| US Asset Management LLC | 2,268 | $486.0K | 0.45% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,538 | $485.0K | 0.10% | +2,538 | New |
| 360 Financial, Inc. | 2,358 | $484.0K | 0.23% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,253 | $483.0K | 0.26% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,250 | $483.0K | 0.09% | +200+9.8% | Added |
| McRae Capital Management Inc | 2,247 | $482.0K | 0.11% | +100+4.7% | Added |
| Thrive Wealth Management, LLC | 2,241 | $481.0K | 0.14% | +5+0.2% | Added |
| Cutler Investment Counsel LLC | 2,244 | $481.0K | 0.07% | +2,244 | New |
| Global Trust Asset Management, LLC | 2,240 | $480.0K | 0.20% | −1,100−32.9% | Reduced |
| Leisure Capital Management | 2,238 | $480.0K | 0.24% | +33+1.5% | Added |
| Etfidea, LLC | 2,234 | $479.1K | 0.21% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 2,232 | $479.0K | 0.38% | +2,232 | New |
| 180 Wealth Advisors, LLC | 2,509 | $478.0K | 0.10% | −14−0.6% | Reduced |
| Cozad Asset Management Inc | 2,217 | $475.0K | 0.07% | +1,100+98.5% | Added |
| Great Diamond Partners, LLC | 2,211 | $474.0K | 0.13% | +70+3.3% | Added |
| Skba Capital Management LLC | 2,200 | $472.0K | 0.09% | +50+2.3% | Added |
| Machina Capital S.A.S. | 2,200 | $472.0K | 1.04% | +2,200 | New |
| Ti-Trust, Inc | 2,201 | $472.0K | 0.43% | +2,201 | New |
| Summit Trail Advisors, LLC | 2,180 | $468.0K | 0.04% | +746+52.0% | Added |
| Aire Advisors, LLC | 2,177 | $467.0K | 0.17% | +147+7.2% | Added |
| Choice Wealth Advisors, LLC | 2,391 | $465.0K | 0.37% | −492−17.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,167 | $465.0K | 0.20% | −109−4.8% | Reduced |
| Advisors Management Group Inc | 2,167 | $465.0K | 0.16% | +2+0.1% | Added |
| Somerset Trust Co | 2,168 | $465.0K | 0.18% | +108+5.2% | Added |
| QVR LLC | 2,164 | $464.0K | 1.85% | +2,164 | New |
| Navellier & Associates Inc | 2,157 | $463.0K | 0.08% | +96+4.7% | Added |
| Quad-Cities Investment Group, LLC | 2,155 | $462.0K | 0.30% | +3+0.1% | Added |
| Measured Wealth Private Client Group, LLC | 2,150 | $461.0K | 0.17% | +183+9.3% | Added |
| Davis R M Inc | 2,147 | $460.0K | 0.01% | +695+47.9% | Added |
| TNF LLC | 2,452 | $459.0K | 0.21% | −18−0.7% | Reduced |
| Neo Ivy Capital Management | 2,138 | $458.0K | 0.41% | +615+40.4% | Added |
| Baystate Wealth Management LLC | 2,133 | $457.0K | 0.04% | +2+0.1% | Added |
| Van Hulzen Asset Management, LLC | 2,133 | $457.0K | 0.05% | +41+2.0% | Added |
| Cobblestone Capital Advisors LLC | 2,125 | $456.0K | 0.03% | −300−12.4% | Reduced |
| Allen Capital Group, LLC | 2,128 | $456.0K | 0.09% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 2,123 | $456.0K | 0.09% | +2,123 | New |
| Jones Financial Companies LLLP | 2,116 | $454.0K | 0.00% | +88+4.3% | Added |
| Sofos Investments, Inc. | 1,749 | $453.0K | 0.04% | +679+63.5% | Added |
| Atlas Brown,Inc. | 2,101 | $451.0K | 0.18% | +2+0.1% | Added |
| Round Table Services, LLC | 2,098 | $450.0K | 0.08% | +100+5.0% | Added |
| Gouws Capital LLC | 2,090 | $448.0K | 0.36% | +105+5.3% | Added |
| Vista Investment Management | 2,085 | $447.0K | 0.24% | +83+4.1% | Added |
| Crescent Grove Advisors, LLC | 2,080 | $446.0K | 0.04% | +173+9.1% | Added |
| West Bancorporation Inc | 2,065 | $443.0K | 0.27% | +1,876+992.6% | Added |
| Univest Financial Corp | 2,063 | $442.0K | 0.12% | −35−1.7% | Reduced |
| West Family Investments, Inc. | 2,060 | $442.0K | 0.13% | +99+5.0% | Added |
| HFR Wealth Management, LLC | 2,056 | $441.0K | 0.12% | −96−4.5% | Reduced |
| Wellington Shields & Co., LLC | 2,055 | $441.0K | 0.15% | +150+7.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,051 | $440.0K | 0.17% | +4+0.2% | Added |
| Enterprise Financial Services Corp | 2,043 | $438.0K | 0.07% | −133−6.1% | Reduced |
| Beaton Management Co. Inc. | 2,043 | $438.0K | 0.27% | −35−1.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,043 | $438.0K | 0.31% | +21+1.0% | Added |
| Aua Capital Management, LLC | 2,041 | $438.0K | 0.24% | +210+11.5% | Added |
| McIlrath & Eck, LLC | 2,040 | $437.0K | 0.13% | −9−0.4% | Reduced |
| FinTrust Capital Advisors, LLC | 2,035 | $436.0K | 0.10% | +171+9.2% | Added |
| TRUE Private Wealth Advisors | 2,368 | $435.0K | 0.06% | −13−0.5% | Reduced |
| Gryphon Financial Partners LLC | 2,031 | $435.0K | 0.09% | −11−0.5% | Reduced |
| LVM Capital Management Ltd | 2,028 | $435.0K | 0.06% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,029 | $435.0K | 0.21% | +105+5.5% | Added |
| Laird Norton Trust Company, LLC | 2,026 | $434.0K | 0.04% | −5−0.2% | Reduced |