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
- 2,243
- +37 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
- 158
- 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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| Linscomb & Williams, Inc. | 61,988 | $13.3M | 0.64% | +1,227+2.0% | Added |
| Noesis Capital Mangement Corp | 61,749 | $13.2M | 3.19% | −3,481−5.3% | Reduced |
| Isthmus Partners, LLC | 61,566 | $13.2M | 2.17% | +832+1.4% | Added |
| Securian Asset Management, Inc | 60,551 | $13.0M | 0.25% | −871−1.4% | Reduced |
| Stonegate Investment Group, LLC | 60,330 | $12.9M | 0.42% | −12,684−17.4% | Reduced |
| CapWealth Advisors, LLC | 60,192 | $12.9M | 1.32% | +233+0.4% | Added |
| Cornerstone Advisors, LLC | 60,000 | $12.9M | 0.76% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 60,000 | $12.9M | 0.15% | −115,000−65.7% | Reduced |
| Sigma Investment Counselors Inc | 59,744 | $12.8M | 0.92% | 00.0% | Unchanged |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 59,400 | $12.7M | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 58,983 | $12.7M | 0.46% | +503+0.9% | Added |
| Churchill Management Corp | 58,601 | $12.6M | 0.22% | −961−1.6% | Reduced |
| First National Trust Co | 58,586 | $12.6M | 0.65% | +1,414+2.5% | Added |
| Covington Capital Management | 58,371 | $12.5M | 0.45% | +4,992+9.4% | Added |
| Oregon Public Employees Retirement Fund | 58,354 | $12.5M | 0.13% | −731−1.2% | Reduced |
| Bokf, NA | 58,230 | $12.5M | 0.21% | −2,351−3.9% | Reduced |
| Mark Stevens | 57,609 | $12.4M | 1.38% | −3,947−6.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 57,427 | $12.3M | 0.16% | +9,464+19.7% | Added |
| Country Club Bank | 55,785 | $12.3M | 1.07% | +55,785 | New |
| Congress Asset Management Co | 56,923 | $12.2M | 0.10% | +983+1.8% | Added |
| Signaturefd, LLC | 56,282 | $12.1M | 0.36% | +626+1.1% | Added |
| FDx Advisors, Inc. | 56,275 | $12.1M | 0.41% | −4,115−6.8% | Reduced |
| Lee Danner & Bass Inc | 56,185 | $12.0M | 1.03% | −285−0.5% | Reduced |
| Meeder Asset Management Inc | 56,140 | $12.0M | 0.59% | +47,842+576.5% | Added |
| Maryland State Retirement & Pension System | 56,027 | $12.0M | 0.32% | +436+0.8% | Added |
| Daiwa Securities Group Inc. | 54,360 | $12.0M | 0.08% | +4,237+8.5% | Added |
| Congress Wealth Management LLC | 55,837 | $12.0M | 0.26% | +1,350+2.5% | Added |
| DuPont Capital Management Corp | 55,684 | $11.9M | 0.48% | −12,020−17.8% | Reduced |
| Hamel Associates, Inc. | 55,604 | $11.9M | 4.24% | −2,590−4.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 55,231 | $11.8M | 0.03% | +8,024+17.0% | Added |
| Eagle Ridge Investment Management | 55,118 | $11.8M | 1.26% | −206−0.4% | Reduced |
| Mastrapasqua Asset Management Inc | 54,962 | $11.8M | 1.32% | −3,145−5.4% | Reduced |
| Miramar Capital, LLC | 54,932 | $11.8M | 3.23% | +10,613+23.9% | Added |
| Elo Mutual Pension Insurance Co | 54,549 | $11.7M | 0.34% | −380−0.7% | Reduced |
| O'Shares Investment Advisers, LLC | 54,158 | $11.6M | 0.92% | +3,024+5.9% | Added |
| Venturi Wealth Management, LLC | 53,961 | $11.6M | 0.89% | +484+0.9% | Added |
| Grace & White Inc | 53,690 | $11.5M | 2.17% | −1,300−2.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 53,577 | $11.5M | 0.85% | −600−1.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 53,560 | $11.5M | 2.32% | +5,154+10.6% | Added |
| Hantz Financial Services, Inc. | 53,261 | $11.4M | 0.34% | +1,835+3.6% | Added |
| Vantage Investment Partners, LLC | 53,235 | $11.4M | 0.57% | +332+0.6% | Added |
| Biechele Royce Advisors | 53,212 | $11.4M | 4.55% | −309−0.6% | Reduced |
| Prudential PLC | 52,988 | $11.4M | 0.16% | +2,334+4.6% | Added |
| Anchor Investment Management, LLC | 52,694 | $11.3M | 1.43% | −225−0.4% | Reduced |
| Northeast Investment Management | 52,473 | $11.3M | 0.59% | +491+0.9% | Added |
| Ibex Wealth Advisors | 52,450 | $11.2M | 2.15% | +11,176+27.1% | Added |
| Hendershot Investments Inc. | 52,206 | $11.2M | 1.71% | +1,196+2.3% | Added |
| Executive Wealth Management, LLC | 51,952 | $11.1M | 1.21% | +281+0.5% | Added |
| Capital Fund Management S.A. | 51,859 | $11.1M | 0.30% | +51,859 | New |
| Teachers Retirement System of the State of Kentucky | 51,474 | $11.0M | 0.11% | −2,240−4.2% | Reduced |
| Woodmont Investment Counsel LLC | 50,947 | $10.9M | 1.26% | +7,298+16.7% | Added |
| ARGI Investment Services, LLC | 50,921 | $10.9M | 0.33% | −76−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 50,850 | $10.9M | 0.97% | +3,867+8.2% | Added |
| Addenda Capital Inc. | 50,776 | $10.9M | 0.45% | +2,654+5.5% | Added |
| Regentatlantic Capital LLC | 50,703 | $10.9M | 0.31% | +2,236+4.6% | Added |
| Gilbert & Cook, Inc. | 50,699 | $10.9M | 1.76% | −2,993−5.6% | Reduced |
| Hendley & Co Inc | 50,550 | $10.8M | 3.69% | −45−0.1% | Reduced |
| ClariVest Asset Management LLC | 50,495 | $10.8M | 0.43% | +50,495 | New |
| Gotham Asset Management, LLC | 50,462 | $10.8M | 0.34% | −22,040−30.4% | Reduced |
| Chartwell Investment Partners, LLC | 50,211 | $10.8M | 0.36% | −3,640−6.8% | Reduced |
| BancorpSouth Bank | 49,179 | $10.5M | 1.31% | +493+1.0% | Added |
| KBC Group NV | 48,436 | $10.4M | 0.04% | −2,634−5.2% | Reduced |
| Koshinski Asset Management, Inc. | 48,188 | $10.3M | 0.85% | +318+0.7% | Added |
| Oppenheimer & Co Inc | 47,660 | $10.2M | 0.18% | −110.0% | Reduced |
| Resources Management Corp | 47,505 | $10.2M | 1.42% | +71+0.1% | Added |
| Tufton Capital Management | 47,439 | $10.2M | 1.64% | −1,288−2.6% | Reduced |
| Two Sigma Investments, LP | 47,201 | $10.1M | 0.03% | −374,728−88.8% | Reduced |
| Glenview Trust Co | 46,742 | $10.0M | 0.33% | −385−0.8% | Reduced |
| Kentucky Retirement Systems | 46,477 | $9.97M | 0.41% | +2,606+5.9% | Added |
| Stratos Wealth Partners, LTD. | 46,318 | $9.93M | 0.22% | +10,529+29.4% | Added |
| Wealthcare Advisory Partners LLC | 46,245 | $9.92M | 0.60% | −2,777−5.7% | Reduced |
| Intact Investment Management Inc. | 46,200 | $9.91M | 0.25% | −5,300−10.3% | Reduced |
| Cetera Investment Advisers | 46,121 | $9.89M | 0.14% | −160−0.3% | Reduced |
| Beacon Financial Group | 45,255 | $9.86M | 1.32% | −160−0.4% | Reduced |
| MAI Capital Management | 45,904 | $9.85M | 0.17% | −7,977−14.8% | Reduced |
| MainStreet Investment Advisors LLC | 45,272 | $9.71M | 0.91% | −611−1.3% | Reduced |
| Oakview Capital Management, L.P. | 45,154 | $9.68M | 4.28% | +45,154 | New |
| Hunter Associates Investment Management LLC | 45,100 | $9.67M | 3.11% | −100−0.2% | Reduced |
| De Burlo Group Inc | 44,874 | $9.62M | 1.79% | +39,370+715.3% | Added |
| Headinvest, LLC | 44,687 | $9.58M | 1.83% | −320−0.7% | Reduced |
| Kestra Private Wealth Services, LLC | 44,489 | $9.54M | 0.47% | −1,795−3.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 44,386 | $9.52M | 0.35% | +5,338+13.7% | Added |
| Metropolitan Life Insurance Co | 44,340 | $9.51M | 0.34% | −72,016−61.9% | Reduced |
| CIBC World Markets Corp | 44,337 | $9.51M | 0.07% | −21,654−32.8% | Reduced |
| Capital Management Corp | 44,168 | $9.47M | 2.03% | +1,797+4.2% | Added |
| Federation des caisses Desjardins du Quebec | 43,877 | $9.41M | 0.09% | −2,745−5.9% | Reduced |
| Corbyn Investment Management Inc | 43,625 | $9.36M | 3.07% | −272−0.6% | Reduced |
| Wealthfront Advisers LLC | 43,315 | $9.29M | 0.04% | +6,187+16.7% | Added |
| Shell Asset Management Co | 43,228 | $9.27M | 0.22% | −2,084−4.6% | Reduced |
| Prospera Financial Services Inc | 42,988 | $9.22M | 0.39% | +3,429+8.7% | Added |
| Massmutual Trust Co FSB | 42,960 | $9.21M | 0.35% | −1,083−2.5% | Reduced |
| HBK Sorce Advisory LLC | 42,922 | $9.21M | 0.50% | −824−1.9% | Reduced |
| Richard Bernstein Advisors LLC | 42,878 | $9.20M | 0.18% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 42,801 | $9.18M | 1.50% | −3,073−6.7% | Reduced |
| New Mexico Educational Retirement Board | 42,362 | $9.09M | 0.34% | −2,100−4.7% | Reduced |
| Spinnaker Trust | 41,863 | $8.98M | 0.61% | −1,355−3.1% | Reduced |
| Sand Hill Global Advisors, LLC | 41,597 | $8.92M | 0.49% | +652+1.6% | Added |
| Evercore Wealth Management, LLC | 41,375 | $8.87M | 0.16% | −805−1.9% | Reduced |
| Live Oak Private Wealth LLC | 41,305 | $8.86M | 1.71% | +1,365+3.4% | Added |
| Dowling & Yahnke LLC | 41,214 | $8.84M | 0.38% | +384+0.9% | Added |