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 |
|---|---|---|---|---|---|
| Sovereign Financial Group, Inc. | 28,687 | $6.15M | 2.28% | −1,098−3.7% | Reduced |
| Fusion Capital, LLC | 28,180 | $6.04M | 3.17% | +1,288+4.8% | Added |
| Banque Cantonale Vaudoise | 28,143 | $6.04M | 0.26% | +2,491+9.7% | Added |
| Rench Wealth Management, Inc. | 28,113 | $6.03M | 2.74% | −144−0.5% | Reduced |
| JustInvest LLC | 28,078 | $6.02M | 0.29% | +5,660+25.2% | Added |
| BTR Capital Management Inc | 28,050 | $6.02M | 0.74% | −206−0.7% | Reduced |
| FIL Ltd | 27,921 | $5.99M | 0.01% | +11,863+73.9% | Added |
| Atria Wealth Solutions, Inc. | 27,784 | $5.96M | 0.10% | +27,784 | New |
| Pallas Capital Advisors LLC | 31,684 | $5.96M | 0.76% | +1,176+3.9% | Added |
| Jane Street Group, LLC | 27,742 | $5.95M | 0.01% | −300,330−91.5% | Reduced |
| Princeton Capital Management LLC | 27,658 | $5.93M | 1.84% | −16,736−37.7% | Reduced |
| Stolper Co | 27,509 | $5.90M | 2.50% | −54−0.2% | Reduced |
| Westover Capital Advisors, LLC | 27,495 | $5.90M | 1.84% | −870−3.1% | Reduced |
| Boenning & Scattergood, Inc. | 27,490 | $5.90M | 0.95% | +80.0% | Added |
| McDaniel Terry & Co | 27,399 | $5.88M | 0.64% | +10.0% | Added |
| Vaughan David Investments LLC | 27,293 | $5.85M | 0.17% | −290−1.1% | Reduced |
| Culbertson A N & Co Inc | 27,288 | $5.85M | 1.10% | +625+2.3% | Added |
| Peapack Gladstone Financial Corp | 27,252 | $5.85M | 0.11% | +1,667+6.5% | Added |
| Advisor Partners LLC | 27,062 | $5.80M | 0.36% | +1,982+7.9% | Added |
| Zacks Investment Management | 26,980 | $5.79M | 0.08% | +3,600+15.4% | Added |
| Kesler, Norman & Wride, LLC | 26,973 | $5.79M | 1.29% | +684+2.6% | Added |
| Toroso Investments, LLC | 26,868 | $5.76M | 0.17% | +3,259+13.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 26,819 | $5.75M | 1.73% | −2,562−8.7% | Reduced |
| Schulhoff & Co Inc | 26,800 | $5.75M | 2.42% | −191−0.7% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 26,749 | $5.74M | 1.87% | +26,749 | New |
| William Allan, LLC | 26,637 | $5.71M | 4.31% | +1,803+7.3% | Added |
| Chapman Investment Management, LLC | 26,622 | $5.71M | 3.04% | −2,404−8.3% | Reduced |
| National Asset Management, Inc. | 26,506 | $5.69M | 0.19% | −8,834−25.0% | Reduced |
| Arkadios Wealth Advisors | 26,400 | $5.66M | 0.74% | −337−1.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 26,241 | $5.63M | 2.27% | +2,530+10.7% | Added |
| WBI Investments | 26,213 | $5.62M | 0.91% | +26,213 | New |
| Arjuna Capital | 26,153 | $5.61M | 2.34% | +3,222+14.1% | Added |
| Benin Management CORP | 26,115 | $5.60M | 1.72% | −25−0.1% | Reduced |
| Farmers Trust Co | 26,051 | $5.59M | 1.20% | −90.0% | Reduced |
| Winton Group Ltd | 26,028 | $5.58M | 0.29% | +4,574+21.3% | Added |
| Wolverine Trading, LLC | 25,297 | $5.57M | 0.16% | +23,160+1,083.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 25,922 | $5.56M | 0.30% | −1,544−5.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 25,830 | $5.54M | 0.11% | +15,166+142.2% | Added |
| Independent Investors Inc | 25,811 | $5.54M | 1.23% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 25,745 | $5.52M | 0.24% | −1,777−6.5% | Reduced |
| Xcel Wealth Management, LLC | 25,739 | $5.52M | 1.51% | −12,845−33.3% | Reduced |
| Eagle Rock Investment Company, LLC | 25,655 | $5.50M | 1.16% | −9,600−27.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 25,194 | $5.40M | 0.09% | +12,623+100.4% | Added |
| Comerica Securities,inc. | 25,143 | $5.39M | 0.36% | +1,862+8.0% | Added |
| Greenline Partners, LLC | 25,095 | $5.38M | 1.01% | +563+2.3% | Added |
| Associated Banc-Corp | 25,037 | $5.37M | 0.21% | −136−0.5% | Reduced |
| Coldstream Capital Management Inc | 24,941 | $5.35M | 0.18% | −707−2.8% | Reduced |
| Keating Investment Counselors Inc | 24,943 | $5.35M | 2.29% | −185−0.7% | Reduced |
| Community Bank, N.A. | 24,909 | $5.34M | 0.66% | −460−1.8% | Reduced |
| Semmax Financial Advisors Inc. | 24,885 | $5.34M | 2.10% | +2,074+9.1% | Added |
| LGT Fund Management Co Ltd. | 25,742 | $5.32M | 0.71% | +16,742+186.0% | Added |
| Pathstone Family Office, LLC | 19,680 | $5.30M | 0.12% | −1,852−8.6% | Reduced |
| Gladstone Institutional Advisory LLC | 24,678 | $5.29M | 0.36% | +11,623+89.0% | Added |
| Stratos Wealth Advisors, LLC | 24,507 | $5.26M | 0.43% | −1,190−4.6% | Reduced |
| City Holding Co | 24,487 | $5.25M | 0.85% | −86−0.3% | Reduced |
| Park National Corp | 24,444 | $5.24M | 0.22% | −1,018−4.0% | Reduced |
| Clark Capital Management Group, Inc. | 24,395 | $5.23M | 0.06% | −3,174−11.5% | Reduced |
| Avantax Advisory Services, Inc. | 24,181 | $5.19M | 0.07% | +85+0.4% | Added |
| Bayesian Capital Management, LP | 24,144 | $5.18M | 0.77% | +4,400+22.3% | Added |
| Bessemer Group Inc | 23,898 | $5.13M | 0.01% | +5,720+31.5% | Added |
| Valeo Financial Advisors, LLC | 23,838 | $5.11M | 0.27% | +1,263+5.6% | Added |
| Sawyer & Company, Inc | 23,579 | $5.06M | 2.27% | +69+0.3% | Added |
| King Luther Capital Management Corp | 23,500 | $5.04M | 0.02% | −629−2.6% | Reduced |
| North Star Asset Management Inc | 23,458 | $5.03M | 0.28% | +75+0.3% | Added |
| Fort Washington Investment Advisors Inc | 23,421 | $5.02M | 0.03% | +475+2.1% | Added |
| HB Wealth Management, LLC | 23,363 | $5.01M | 0.09% | +9,911+73.7% | Added |
| Papp L Roy & Associates | 23,282 | $4.99M | 0.62% | −1,296−5.3% | Reduced |
| Twin Capital Management Inc | 23,207 | $4.98M | 0.54% | +310+1.4% | Added |
| Canal Capital Management, LLC | 23,013 | $4.93M | 1.33% | +999+4.5% | Added |
| Hallmark Capital Management Inc | 23,007 | $4.93M | 0.41% | +146+0.6% | Added |
| Buckingham Strategic Wealth, LLC | 22,944 | $4.92M | 0.10% | +35+0.2% | Added |
| EHP Funds Inc. | 22,910 | $4.91M | 0.82% | +22,910 | New |
| Freestone Capital Holdings, LLC | 22,781 | $4.89M | 0.20% | +4,275+23.1% | Added |
| Farmers National Bank | 22,759 | $4.88M | 1.69% | −309−1.3% | Reduced |
| Antonetti Capital Management LLC | 22,574 | $4.84M | 4.55% | +107+0.5% | Added |
| Northwest Investment Counselors, LLC | 22,565 | $4.84M | 1.28% | −241−1.1% | Reduced |
| Veritable, L.P. | 22,467 | $4.82M | 0.07% | +26+0.1% | Added |
| Tiaa, FSB | 22,577 | $4.82M | 0.02% | +446+2.0% | Added |
| Bridgeworth, LLC | 22,370 | $4.80M | 1.10% | −36,384−61.9% | Reduced |
| Atwater Malick LLC | 22,359 | $4.79M | 2.32% | +1,156+5.5% | Added |
| Sheets Smith Wealth Management | 22,338 | $4.79M | 0.66% | +30.0% | Added |
| Horan Capital Advisors, LLC. | 22,120 | $4.74M | 1.91% | +36+0.2% | Added |
| Adams Asset Advisors, LLC | 22,079 | $4.74M | 0.70% | −600−2.6% | Reduced |
| Bowen Hanes & Co Inc | 21,976 | $4.71M | 0.14% | −50−0.2% | Reduced |
| Hoylecohen, LLC | 21,869 | $4.69M | 0.40% | +1,046+5.0% | Added |
| Ashton Thomas Private Wealth, LLC | 21,758 | $4.67M | 0.41% | +5,112+30.7% | Added |
| Cubist Systematic Strategies, LLC | 21,714 | $4.66M | 0.04% | −6,059−21.8% | Reduced |
| Kinneret Advisory, LLC | 21,661 | $4.64M | 0.51% | +485+2.3% | Added |
| Vise Technologies, Inc. | 21,581 | $4.63M | 1.74% | −10,399−32.5% | Reduced |
| Brookmont Capital Management | 21,529 | $4.62M | 2.77% | +31+0.1% | Added |
| Holloway Wealth Management, LLC | – | $4.62M | 1.32% | – | – |
| Kentucky Retirement Systems Insurance Trust Fund | 21,522 | $4.62M | 0.41% | +2,311+12.0% | Added |
| Madison Wealth Management | 21,361 | $4.58M | 0.97% | +280+1.3% | Added |
| Physicians Financial Services, Inc. | 21,194 | $4.54M | 1.74% | +200+1.0% | Added |
| Sterling Investment Advisors, Ltd. | 21,176 | $4.54M | 1.29% | −474−2.2% | Reduced |
| Johnson Financial Group, Inc. | 21,045 | $4.51M | 0.32% | +4,342+26.0% | Added |
| Everence Capital Management Inc | 20,945 | $4.49M | 0.34% | +3,220+18.2% | Added |
| Surevest, LLC | 20,871 | $4.48M | 1.08% | −5,192−19.9% | Reduced |
| Azimuth Capital Management LLC | 20,768 | $4.45M | 0.19% | −495−2.3% | Reduced |
| Girard Partners Ltd. | 20,725 | $4.44M | 0.49% | +686+3.4% | Added |