United Parcel Service Inc

UPS

Exchange: NYSE
Industry: Trucking & Courier Services (No Air)
SEC CIK: 0001090727

SEC filings (opens in a new tab)

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, Q2 2022

Institutional positions in United Parcel Service Inc as of Jun 30, 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: 2,152; −57 vs. Q1 2022
Shares held: 521.7M; +12.3M (+2.4%) vs. Q1 2022
Total value: $95.3B; −$13.9B (−12.7%) vs. Q1 2022
New holders: 115; 1,053 more added
Sold out: 172; 719 more reduced

34 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 2,152 institutions

Value heldQ2 2022: $95.3B

Institutions holding UPS and their total value by quarter
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, Q2 2022

Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q1 2022.

Institutions holding UPS in Q2 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Spartan Planning & Wealth Management	1	$0	0.00%	−350−99.7%	Reduced
Insight Financial Services	5	$0	0.00%	00.0%	Unchanged
Karlinski Andrew C	2	$0	0.00%	00.0%	Unchanged
Castleview Partners, LLC	2	$136	0.00%	−1,969−99.9%	Reduced
Core Wealth Advisors, Inc.	5	$1.00K	0.00%	00.0%	Unchanged
PFG Private Wealth Management, LLC	5	$1.00K	0.00%	00.0%	Unchanged
Avion Wealth	7	$1.00K	0.00%	+7	New
Iron Horse Wealth Management, LLC	3	$1.00K	0.00%	+3	New
Financial Synergies Wealth Advisors, Inc.	6	$1.10K	0.00%	+6	New
Advanced Research Investment Solutions, LLC	12	$2.00K	0.00%	00.0%	Unchanged
Kozak & Associates, Inc.	10	$2.00K	0.00%	00.0%	Unchanged
Axim Planning & Wealth	10	$2.00K	0.00%	+10	New
James Investment Research Inc	16	$3.00K	0.00%	00.0%	Unchanged
Emerson Wealth Management, LLC	19	$3.00K	0.00%	+5+35.7%	Added
Pacifica Partners Inc.	15	$3.00K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	24	$4.00K	0.00%	+1+4.3%	Added
Red Cedar Capital, LLC	24	$4.00K	0.00%	00.0%	Unchanged
St. James Investment Advisors, LLC	20	$4.00K	0.01%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	21	$4.00K	0.00%	+21	New
Eukles Asset Management	30	$5.00K	0.00%	00.0%	Unchanged
Retirement Group, LLC	27	$5.00K	0.00%	00.0%	Unchanged
Newton One Investments LLC	29	$5.00K	0.00%	00.0%	Unchanged
Financial Connections Group, Inc.	31	$5.00K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	25	$5.00K	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	25	$5.00K	0.01%	+1+4.2%	Added
Activest Wealth Management	25	$5.00K	0.00%	00.0%	Unchanged
Insight Inv LLC	25	$5.00K	0.01%	+25	New
Atwood & Palmer Inc	32	$6.00K	0.00%	−166−83.8%	Reduced
Riggs Asset Managment Co. Inc.	34	$6.00K	0.00%	−75−68.8%	Reduced
O'Dell Group, LLC	31	$6.00K	0.00%	00.0%	Unchanged
Baldrige Asset Management LLC	31	$6.00K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	41	$7.00K	0.01%	00.0%	Unchanged
Financial Enhancement Group LLC	37	$7.00K	0.00%	00.0%	Unchanged
Estabrook Capital Management	40	$7.30K	0.00%	00.0%	Unchanged
Hoey Investments, Inc	45	$8.00K	0.00%	00.0%	Unchanged
Hoese & Co LLP	46	$8.00K	0.01%	00.0%	Unchanged
Costello Asset Management, INC	50	$9.00K	0.01%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	50	$9.00K	0.01%	00.0%	Unchanged
Tfo-TDC, LLC	47	$9.00K	0.00%	+47	New
Ritter Daniher Financial Advisory LLC	50	$9.00K	0.01%	+50	New
Cedar Mountain Advisors, LLC	52	$10.0K	0.00%	00.0%	Unchanged
Fairfield, Bush & Co.	55	$10.0K	0.01%	+55	New
Better Money Decisions, LLC	56	$10.0K	0.01%	+56	New
Rocky Mountain Advisers, LLC	60	$11.0K	0.01%	00.0%	Unchanged
Centerpoint Advisors, LLC	60	$11.0K	0.01%	00.0%	Unchanged
MBM Wealth Consultants, LLC	61	$11.0K	0.01%	−1−1.6%	Reduced
Thomas J. Herzfeld Advisors, Inc.	58	$11.0K	0.00%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	63	$12.0K	0.00%	−3,986−98.4%	Reduced
Stephens Consulting, LLC	75	$13.7K	0.01%	−27−26.5%	Reduced
State of Wyoming	80	$14.0K	0.01%	−850−91.4%	Reduced
Delos Wealth Advisors, LLC	74	$14.0K	0.02%	−474−86.5%	Reduced
Moser Wealth Advisors, LLC	79	$14.0K	0.01%	00.0%	Unchanged
Tortoise Investment Management, LLC	74	$14.0K	0.00%	+48+184.6%	Added
Heritage Wealth Management, LLC	82	$15.0K	0.00%	−300−78.5%	Reduced
Arete Wealth Advisors, LLC	36,975	$15.0K	0.00%	+34,298+1,281.2%	Added
Sage Private Wealth Group, LLC	80	$15.0K	0.02%	00.0%	Unchanged
Migdal Insurance & Financial Holdings Ltd.	80	$15.0K	0.00%	+7+9.6%	Added
Evolution Advisers, Inc.	89	$16.0K	0.01%	00.0%	Unchanged
Laurel Wealth Planning LLC	85	$16.0K	0.01%	00.0%	Unchanged
GW&K Investment Management, LLC	90	$16.0K	0.00%	+31+52.5%	Added
Strategic Asset Management, LLC	87	$16.0K	0.03%	+34+64.2%	Added
Enterprise Trust & Investment Co	90	$16.0K	0.01%	+90	New
Halpern Financial, Inc.	89	$16.2K	0.01%	+89	New
WR Wealth Planners, LLC	93	$17.0K	0.01%	00.0%	Unchanged
PSI Advisors, LLC	96	$18.0K	0.01%	−90−48.4%	Reduced
Investment Research & Advisory Group, Inc.	100	$18.0K	0.01%	00.0%	Unchanged
Heritage Financial Services, LLC	100	$18.0K	0.01%	+100	New
Worth Asset Management, LLC	101	$19.0K	0.01%	−50−33.1%	Reduced
AllSquare Wealth Management LLC	104	$19.0K	0.01%	00.0%	Unchanged
Mach-1 Financial Group, Inc.	105	$19.0K	0.01%	+105	New
Oliver Lagore Vanvalin Investment Group	108	$20.0K	0.01%	+5+4.9%	Added
AdvisorShares Investments LLC	115	$21.0K	0.01%	+115	New
Cornerstone Management, Inc.	116	$21.2K	0.01%	00.0%	Unchanged
First Community Trust NA	120	$22.0K	0.03%	00.0%	Unchanged
Pacific Center for Financial Services	120	$22.0K	0.01%	+4+3.4%	Added
Oxler Private Wealth LLC	123	$22.6K	0.01%	+123	New
Rockbridge Investment Management, LCC	124	$22.6K	0.00%	−80−39.2%	Reduced
Robbins Farley LLC	127	$23.0K	0.02%	00.0%	Unchanged
Johnson Midwest Financial, LLC	131	$24.0K	0.03%	−7−5.1%	Reduced
DB Fitzpatrick & Co, Inc	129	$24.0K	0.03%	00.0%	Unchanged
Kelly Financial Services LLC	140	$25.5K	0.01%	+1+0.7%	Added
IMA Wealth, Inc.	142	$26.0K	0.01%	00.0%	Unchanged
Cyrus J. Lawrence, LLC	140	$26.0K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	142	$26.0K	0.02%	+142	New
Arcadia Investment Management Corp	150	$27.0K	0.01%	00.0%	Unchanged
PrairieView Partners, LLC	150	$27.0K	0.00%	00.0%	Unchanged
Bivin & Associates, Inc.	150	$27.0K	0.03%	00.0%	Unchanged
Life Planning Partners, Inc	167	$30.0K	0.03%	00.0%	Unchanged
Joseph Group Capital Management	165	$30.0K	0.03%	00.0%	Unchanged
Marquette Asset Management, LLC	176	$32.0K	0.01%	00.0%	Unchanged
Providence Capital Advisors, LLC	176	$32.0K	0.01%	−93−34.6%	Reduced
Guardian Wealth Management, Inc.	183	$33.0K	0.04%	−524−74.1%	Reduced
Winch Advisory Services, LLC	178	$33.0K	0.01%	+137+334.1%	Added
Duncker Streett & Co Inc	185	$34.0K	0.01%	00.0%	Unchanged
Front Row Advisors LLC	185	$34.0K	0.02%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	187	$34.0K	0.01%	00.0%	Unchanged
AGF Investments LLC	188	$34.0K	0.00%	+188	New
West Oak Capital, LLC	191	$35.0K	0.02%	−36−15.9%	Reduced
Simplex Trading, LLC	200	$36.0K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	198	$36.0K	0.01%	+198	New