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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 41,200 | $8.84M | 0.46% | +13,500+48.7% | Added |
| Olstein Capital Management, L.P. | 41,000 | $8.79M | 1.10% | −8,500−17.2% | Reduced |
| Louisiana State Employees Retirement System | 46,000 | $8.76M | 0.21% | +300+0.7% | Added |
| Donaldson Capital Management, LLC | 40,751 | $8.74M | 0.40% | −4,186−9.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 40,327 | $8.65M | 0.14% | −1,370−3.3% | Reduced |
| Riverview Capital Advisers, LLC | 40,300 | $8.64M | 3.98% | −38−0.1% | Reduced |
| XML Financial, LLC | 40,174 | $8.62M | 1.02% | +70+0.2% | Added |
| Shellback Capital, LP | 40,000 | $8.58M | 1.14% | +40,000 | New |
| Tompkins Financial Corp | 39,858 | $8.55M | 1.20% | +314+0.8% | Added |
| Garland Capital Management Inc | 39,735 | $8.52M | 5.64% | −220−0.6% | Reduced |
| CMG Global Holdings, LLC | 39,672 | $8.51M | 6.94% | −140.0% | Reduced |
| Ironwood Investment Counsel, LLC | 39,485 | $8.47M | 2.08% | −713−1.8% | Reduced |
| Sky Investment Group LLC | 39,466 | $8.46M | 1.79% | −358−0.9% | Reduced |
| Horizon Investments, LLC | 39,686 | $8.44M | 0.24% | +4,091+11.5% | Added |
| Eliot Finkel Investment Counsel, LLC | 38,945 | $8.35M | 4.93% | −1,440−3.6% | Reduced |
| Pacer Advisors, Inc. | 38,898 | $8.34M | 0.07% | −490−1.2% | Reduced |
| Crossmark Global Holdings, Inc. | 38,753 | $8.31M | 0.19% | −63−0.2% | Reduced |
| Mattern Capital Management, LLC | 38,682 | $8.30M | 1.48% | +449+1.2% | Added |
| Flputnam Investment Management Co | 38,662 | $8.29M | 0.26% | +23,874+161.4% | Added |
| Visionary Wealth Advisors | 38,631 | $8.29M | 0.67% | +3,181+9.0% | Added |
| WESPAC Advisors SoCal, LLC | 38,365 | $8.23M | 2.54% | −430−1.1% | Reduced |
| Vision Capital Management, Inc. | 38,252 | $8.20M | 1.35% | +1,406+3.8% | Added |
| Morgan Dempsey Capital Management LLC | 38,226 | $8.20M | 2.44% | −463−1.2% | Reduced |
| Argent Trust Co | 38,181 | $8.19M | 0.50% | +1,126+3.0% | Added |
| Bank of New Hampshire | 38,158 | $8.18M | 1.99% | 00.0% | Unchanged |
| Albion Financial Group | 37,518 | $8.05M | 0.68% | −1,476−3.8% | Reduced |
| Atlantic Union Bankshares Corp | 37,384 | $8.02M | 0.70% | +74+0.2% | Added |
| Tamar Securities, LLC | 37,048 | $7.95M | 2.22% | −1,487−3.9% | Reduced |
| tru Independence LLC | 36,823 | $7.90M | 2.14% | +450+1.2% | Added |
| Eastover Investment Advisors LLC | 36,494 | $7.83M | 4.13% | +3,016+9.0% | Added |
| Sequoia Financial Advisors, LLC | 36,446 | $7.82M | 0.20% | −245−0.7% | Reduced |
| Red Door Wealth Management, LLC | 36,425 | $7.81M | 2.62% | +60.0% | Added |
| Dorsey & Whitney Trust CO LLC | 36,365 | $7.80M | 0.68% | +49+0.1% | Added |
| Farmers & Merchants Investments Inc | 36,189 | $7.76M | 0.29% | +791+2.2% | Added |
| EagleClaw Capital Managment, LLC | 36,140 | $7.75M | 1.78% | −125−0.3% | Reduced |
| Amica Mutual Insurance Co | 36,074 | $7.74M | 0.91% | −21,861−37.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 36,065 | $7.73M | 0.41% | −3,446−8.7% | Reduced |
| Waterfront Wealth Inc. | 41,253 | $7.72M | 2.73% | +40.0% | Added |
| Motco | 35,672 | $7.65M | 0.50% | −721−2.0% | Reduced |
| Borer Denton & Associates, Inc. | 35,471 | $7.61M | 3.19% | +35,471 | New |
| Whittier Trust Co | 35,332 | $7.58M | 0.13% | −666−1.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 35,293 | $7.57M | 0.63% | −769−2.1% | Reduced |
| Bard Financial Services, Inc. | 35,200 | $7.55M | 0.61% | +1,250+3.7% | Added |
| Vestmark Advisory Solutions, Inc. | 35,148 | $7.54M | 0.43% | +2,987+9.3% | Added |
| Cetera Advisors LLC | 35,145 | $7.54M | 0.15% | +89+0.3% | Added |
| PDS Planning, Inc | 35,018 | $7.51M | 1.32% | +419+1.2% | Added |
| Sepio Capital, LP | 34,750 | $7.45M | 0.65% | −353−1.0% | Reduced |
| Rowland & Co Investment Counsel | 34,584 | $7.42M | 1.72% | +668+2.0% | Added |
| Baxter Bros Inc | 34,385 | $7.37M | 1.11% | −19−0.1% | Reduced |
| Allstate Corp | 34,200 | $7.33M | 0.20% | −22,726−39.9% | Reduced |
| Patten & Patten Inc | 34,189 | $7.33M | 0.54% | −450−1.3% | Reduced |
| Spectrum Management Group, LLC | 34,028 | $7.30M | 1.16% | +9,915+41.1% | Added |
| North Star Investment Management Corp. | 33,923 | $7.28M | 0.57% | −26−0.1% | Reduced |
| Wambolt & Associates, LLC | 35,174 | $7.27M | 2.65% | −10.0% | Reduced |
| Moors & Cabot, Inc. | 33,797 | $7.25M | 0.45% | +3,047+9.9% | Added |
| TrinityPoint Wealth, LLC | 33,790 | $7.25M | 1.31% | +2,631+8.4% | Added |
| Murphy Capital Management Inc | 33,725 | $7.23M | 0.84% | +357+1.1% | Added |
| E. Ohman J:or Asset Management AB | 33,311 | $7.14M | 0.24% | −1,400−4.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 33,081 | $7.09M | 0.16% | −3,303−9.1% | Reduced |
| Swarthmore Group Inc | 33,001 | $7.08M | 1.81% | −8,048−19.6% | Reduced |
| Agf Investments Inc. | 32,926 | $7.06M | 0.05% | −8,340−20.2% | Reduced |
| Siemens Fonds Invest GmbH | 32,713 | $7.02M | 0.57% | +192+0.6% | Added |
| Boston Research & Management Inc | 32,428 | $6.95M | 2.02% | −1,250−3.7% | Reduced |
| Opus Investment Management Inc | 32,400 | $6.95M | 1.07% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 32,352 | $6.94M | 4.27% | +972+3.1% | Added |
| Johnson Investment Counsel Inc | 32,294 | $6.93M | 0.09% | +608+1.9% | Added |
| Cerity Partners LLC | 85,968 | $6.91M | 0.11% | +28,008+48.3% | Added |
| Naples Global Advisors, LLC | 32,154 | $6.90M | 0.80% | +409+1.3% | Added |
| Captrust Financial Advisors | 32,115 | $6.89M | 0.04% | +4,098+14.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 31,609 | $6.86M | 0.50% | +18,719+145.2% | Added |
| Icon Wealth Partners, LLC | 31,879 | $6.84M | 0.68% | +6,033+23.3% | Added |
| Good Life Advisors, LLC | 31,737 | $6.81M | 0.85% | +10,058+46.4% | Added |
| Corient Capital Partners, LLC | 31,698 | $6.80M | 0.45% | +4,985+18.7% | Added |
| Integrated Advisors Network LLC | 31,467 | $6.75M | 0.40% | +1,133+3.7% | Added |
| Woodstock Corp | 31,223 | $6.70M | 0.78% | −1,613−4.9% | Reduced |
| Bridge Creek Capital Management LLC | 31,102 | $6.67M | 2.22% | +345+1.1% | Added |
| NewEdge Wealth, LLC | 31,053 | $6.66M | 0.30% | +4,331+16.2% | Added |
| Ascent Wealth Partners, LLC | 30,833 | $6.61M | 1.24% | −62−0.2% | Reduced |
| Advisory Services Network, LLC | 30,463 | $6.53M | 0.19% | −2,834−8.5% | Reduced |
| Evergreen Capital Management LLC | 30,459 | $6.53M | 0.27% | −13,171−30.2% | Reduced |
| Miller Howard Investments Inc | 30,456 | $6.53M | 0.23% | +1,491+5.1% | Added |
| Barrett Asset Management, LLC | 30,445 | $6.53M | 0.27% | −90−0.3% | Reduced |
| Peloton Wealth Strategists | 30,315 | $6.50M | 2.72% | −265−0.9% | Reduced |
| Cohen Klingenstein LLC | 30,060 | $6.45M | 0.27% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 29,870 | $6.41M | 1.75% | +386+1.3% | Added |
| Stokes Capital Advisors, LLC | 29,848 | $6.40M | 1.87% | −719−2.4% | Reduced |
| Griffin Asset Management, Inc. | 29,786 | $6.39M | 0.83% | +336+1.1% | Added |
| Capital Investment Counsel, Inc | 29,567 | $6.34M | 1.32% | −910−3.0% | Reduced |
| Fosun International Ltd | 29,526 | $6.33M | 0.55% | +4,339+17.2% | Added |
| Sigma Planning Corp | 29,392 | $6.30M | 0.19% | −12,259−29.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 29,374 | $6.30M | 0.28% | +5,883+25.0% | Added |
| Horrell Capital Management, Inc. | 29,340 | $6.29M | 2.05% | −300−1.0% | Reduced |
| Boston Private Wealth LLC | 29,281 | $6.28M | 0.08% | −757−2.5% | Reduced |
| Kingsview Wealth Management, LLC | 29,273 | $6.28M | 0.28% | +1,227+4.4% | Added |
| Saturna Capital CORP | 29,092 | $6.24M | 0.13% | +16,670+134.2% | Added |
| Colony Group LLC | 29,085 | $6.24M | 0.09% | +11,208+62.7% | Added |
| Argyle Capital Management Inc. | 28,928 | $6.20M | 2.02% | −1,500−4.9% | Reduced |
| Bourne Lent Asset Management Inc | 28,748 | $6.17M | 1.93% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 28,742 | $6.16M | 2.81% | +1,083+3.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 28,723 | $6.16M | 2.87% | +1,803+6.7% | Added |