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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 15,309 | $3.28M | 0.60% | +12,049+369.6% | Added |
| Paradigm Asset Management Co LLC | 15,274 | $3.28M | 0.86% | 00.0% | Unchanged |
| Lincoln National Corp | 15,050 | $3.23M | 0.07% | +467+3.2% | Added |
| Charter Research & Investment Group, Inc. | 15,011 | $3.22M | 2.61% | +91+0.6% | Added |
| Bonness Enterprises Inc | 14,950 | $3.21M | 1.48% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 14,796 | $3.17M | 1.43% | −150−1.0% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 14,778 | $3.17M | 2.38% | −482−3.2% | Reduced |
| Shorepoint Capital Partners LLC | 14,747 | $3.16M | 1.32% | −281−1.9% | Reduced |
| WealthTrust Asset Management, LLC | 14,706 | $3.15M | 2.25% | −414−2.7% | Reduced |
| Cohen Investment Advisors LLC | 14,623 | $3.14M | 2.33% | −271−1.8% | Reduced |
| TownSquare Capital, LLC | 14,611 | $3.13M | 0.08% | +4,069+38.6% | Added |
| Avidian Wealth Solutions, LLC | 14,588 | $3.13M | 0.19% | +1,117+8.3% | Added |
| New England Research & Management, Inc. | 14,580 | $3.13M | 1.62% | −300−2.0% | Reduced |
| Mechanics Bank Trust Department | 14,581 | $3.13M | 0.48% | −214−1.4% | Reduced |
| Bell Bank | 14,531 | $3.12M | 0.35% | +70.0% | Added |
| Moody National Bank Trust Division | 14,526 | $3.12M | 0.10% | −1,764−10.8% | Reduced |
| Western Wealth Management, LLC | 14,524 | $3.12M | 0.15% | +11,305+351.2% | Added |
| Great Valley Advisor Group, Inc. | 14,511 | $3.11M | 0.18% | +1,375+10.5% | Added |
| Jacobi Capital Management LLC | 14,491 | $3.11M | 0.37% | +400+2.8% | Added |
| Brooks, Moore & Associates, Inc. | 14,429 | $3.09M | 1.90% | +20+0.1% | Added |
| Cooke & Bieler LP | 14,390 | $3.09M | 0.03% | −18,460−56.2% | Reduced |
| Exencial Wealth Advisors, LLC | 14,385 | $3.08M | 0.16% | −236−1.6% | Reduced |
| Skylands Capital, LLC | 14,380 | $3.08M | 0.37% | 00.0% | Unchanged |
| Advisory Services & Investments, LLC | 14,382 | $3.08M | 2.50% | +40+0.3% | Added |
| Bragg Financial Advisors, Inc | 14,337 | $3.08M | 0.18% | +3,917+37.6% | Added |
| United Asset Strategies, Inc. | 14,320 | $3.07M | 0.39% | −14−0.1% | Reduced |
| Trust Co of Toledo NA | 14,293 | $3.07M | 0.47% | −10.0% | Reduced |
| Illinois Municipal Retirement Fund | 14,264 | $3.06M | 0.09% | 00.0% | Unchanged |
| Seeyond | 14,233 | $3.05M | 0.30% | −329−2.3% | Reduced |
| Stonebridge Capital Advisors LLC | 14,202 | $3.05M | 0.33% | +175+1.2% | Added |
| Mengis Capital Management, Inc. | 14,162 | $3.04M | 0.58% | +778+5.8% | Added |
| Foster Victor Wealth Advisors, LLC | 15,619 | $3.04M | 0.42% | +2,076+15.3% | Added |
| Shoker Investment Counsel, Inc. | 14,078 | $3.02M | 1.50% | −58−0.4% | Reduced |
| Capital Investment Advisory Services, LLC | 14,055 | $3.01M | 0.33% | −129−0.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,963 | $3.00M | 0.07% | −222−1.6% | Reduced |
| Sowell Financial Services LLC | 14,818 | $2.99M | 0.52% | −49,054−76.8% | Reduced |
| Exeter Financial, LLC | 13,954 | $2.99M | 1.62% | −1,376−9.0% | Reduced |
| Cresset Asset Management, LLC | 13,918 | $2.98M | 0.03% | −1,679−10.8% | Reduced |
| Garner Asset Management Corp | 13,911 | $2.98M | 1.20% | +55+0.4% | Added |
| Wakefield Asset Management LLLP | 13,858 | $2.97M | 1.07% | −305−2.2% | Reduced |
| Castellan Group, LLC | 13,841 | $2.97M | 2.06% | +5,692+69.8% | Added |
| Empirical Finance, LLC | 13,792 | $2.96M | 0.33% | +1,535+12.5% | Added |
| Horst & Graben Wealth Management LLC | 13,724 | $2.94M | 0.72% | 00.0% | Unchanged |
| BFSG, LLC | 13,701 | $2.94M | 0.47% | +18+0.1% | Added |
| Zions Bancorporation, N.A. | 13,684 | $2.94M | 0.26% | +3,707+37.2% | Added |
| Central Trust Co | 13,649 | $2.93M | 0.08% | +1,345+10.9% | Added |
| Cypress Capital Group | 13,600 | $2.92M | 0.36% | +2,141+18.7% | Added |
| Waller Financial Planning Group, Inc | 13,594 | $2.92M | 0.77% | −721−5.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 13,582 | $2.91M | 1.86% | +103+0.8% | Added |
| Meritage Portfolio Management | 13,563 | $2.91M | 0.18% | +13,563 | New |
| Altium Wealth Management LLC | 13,553 | $2.91M | 0.19% | +1,008+8.0% | Added |
| Tealwood Asset Management Inc | 13,545 | $2.90M | 1.23% | −155−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,542 | $2.90M | 0.11% | +403+3.1% | Added |
| Pensionfund Sabic | 13,500 | $2.90M | 0.72% | −3,500−20.6% | Reduced |
| Nomura Holdings Inc | 13,910 | $2.89M | 0.02% | −4,242−23.4% | Reduced |
| Institute for Wealth Management, LLC. | 13,485 | $2.89M | 0.47% | +105+0.8% | Added |
| Bridges Investment Management Inc | 13,464 | $2.89M | 0.09% | +382+2.9% | Added |
| Ballentine Partners, LLC | 13,456 | $2.89M | 0.09% | +1,188+9.7% | Added |
| Bristlecone Advisors, LLC | 13,435 | $2.88M | 0.35% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 13,338 | $2.86M | 0.79% | −649−4.6% | Reduced |
| Addison Capital Co | 13,316 | $2.86M | 1.36% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 13,297 | $2.85M | 0.16% | +689+5.5% | Added |
| Northeast Financial Consultants Inc | 13,292 | $2.85M | 0.17% | +11,063+496.3% | Added |
| Truvestments Capital LLC | 13,253 | $2.84M | 1.56% | +312+2.4% | Added |
| Veriti Management LLC | 13,238 | $2.84M | 0.34% | +1,393+11.8% | Added |
| Arrow Financial Corp | 13,238 | $2.84M | 0.34% | +2,425+22.4% | Added |
| Wimmer Associates 1, LLC | 13,150 | $2.82M | 1.57% | −15−0.1% | Reduced |
| CWM, LLC | 12,942 | $2.78M | 0.02% | +3,660+39.4% | Added |
| Integrated Wealth Concepts LLC | 12,865 | $2.76M | 0.08% | +2,061+19.1% | Added |
| Cigna Investments Inc | 12,852 | $2.76M | 0.34% | −3,689−22.3% | Reduced |
| Cordatus Wealth Management LLC | 12,824 | $2.75M | 0.97% | −168−1.3% | Reduced |
| Worldquant Millennium Advisors LLC | 12,703 | $2.72M | 0.07% | −58,707−82.2% | Reduced |
| Camden Capital, LLC | 12,672 | $2.72M | 0.59% | +407+3.3% | Added |
| Kiley Juergens Wealth Management, LLC | 12,674 | $2.72M | 1.31% | +63+0.5% | Added |
| Schnieders Capital Management LLC | 12,619 | $2.71M | 0.64% | +298+2.4% | Added |
| Laffer Tengler Investments | 12,616 | $2.71M | 0.82% | −800−6.0% | Reduced |
| Forte Capital LLC | 12,618 | $2.71M | 0.34% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 12,604 | $2.70M | 0.71% | +826+7.0% | Added |
| Concentric Capital Strategies, LP | 12,600 | $2.70M | 1.03% | +12,600 | New |
| Carnegie Capital Asset Management, LLC | 12,590 | $2.70M | 0.10% | +3,407+37.1% | Added |
| GHP Investment Advisors, Inc. | 12,578 | $2.70M | 0.18% | +629+5.3% | Added |
| Geneos Wealth Management Inc. | 12,558 | $2.69M | 0.12% | +1,047+9.1% | Added |
| Mill Capital Management, LLC | 12,551 | $2.69M | 0.26% | +10,551+527.6% | Added |
| Arabesque Asset Management Ltd | 12,538 | $2.69M | 0.93% | +210+1.7% | Added |
| Benedetti & Gucer, Inc. | 12,408 | $2.66M | 1.78% | −369−2.9% | Reduced |
| Smith, Salley & Associates | 12,392 | $2.66M | 0.20% | +247+2.0% | Added |
| IndexIQ Advisors LLC | 12,317 | $2.64M | 0.09% | +105+0.9% | Added |
| Virginia Wealth Management Group, Inc. | 13,799 | $2.63M | 2.35% | +432+3.2% | Added |
| Court Place Advisors, LLC | 12,235 | $2.62M | 0.85% | −1,300−9.6% | Reduced |
| Am Investment Strategies LLC | 12,129 | $2.60M | 0.69% | −77−0.6% | Reduced |
| Granite Investment Partners, LLC | 12,093 | $2.59M | 0.09% | −30−0.2% | Reduced |
| Cary Street Partners Asset Management LLC | 12,089 | $2.59M | 0.52% | +762+6.7% | Added |
| Chicago Trust Co NA | 12,075 | $2.59M | 0.56% | +1,563+14.9% | Added |
| Decatur Capital Management, Inc. | 12,034 | $2.58M | 1.50% | +1,214+11.2% | Added |
| Patriot Investment Management Inc. | 12,028 | $2.58M | 0.22% | −471−3.8% | Reduced |
| Ally Financial Inc. | 12,000 | $2.57M | 0.30% | −2,000−14.3% | Reduced |
| Cox Capital Mgt LLC | 12,001 | $2.57M | 1.62% | +142+1.2% | Added |
| SWS Partners | 11,938 | $2.57M | 1.68% | +80+0.7% | Added |
| Sterneck Capital Management, LLC | 11,957 | $2.56M | 1.54% | −1,639−12.1% | Reduced |
| Rafferty Asset Management, LLC | 11,877 | $2.55M | 0.02% | −7,205−37.8% | Reduced |