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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolff Financial Management LLC | 5,377 | $981.0K | 0.44% | +5+0.1% | Added |
| Eqis Capital Management, Inc. | 5,391 | $984.1K | 0.11% | −1,951−26.6% | Reduced |
| Lumature Wealth Partners, LLC | 5,394 | $985.0K | 0.44% | +363+7.2% | Added |
| Strategic Blueprint, LLC | 5,399 | $986.0K | 0.13% | −143−2.6% | Reduced |
| LVW Advisors, LLC | 5,420 | $989.0K | 0.21% | −23−0.4% | Reduced |
| Cooper Financial Group | 5,425 | $990.0K | 0.36% | +921+20.4% | Added |
| Chicago Capital, LLC | 5,450 | $995.0K | 0.05% | +660+13.8% | Added |
| Woodard & Co Asset Management Group Inc | 5,453 | $995.0K | 0.41% | +5,453 | New |
| LCNB Corp | 5,470 | $998.0K | 0.52% | −28−0.5% | Reduced |
| FRG Family Wealth Advisors LLC | 5,480 | $1.00M | 0.23% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,687 | $1.00M | 0.02% | +4,687 | New |
| Absher Wealth Management, LLC | 5,557 | $1.01M | 0.20% | +2,184+64.7% | Added |
| Loveless Wealth Management LLC | 5,585 | $1.02M | 0.67% | +45+0.8% | Added |
| Redmond Asset Management, LLC | 5,584 | $1.02M | 0.37% | +650+13.2% | Added |
| Stoneridge Investment Partners LLC | 5,585 | $1.02M | 0.56% | +3,100+124.7% | Added |
| Archford Capital Strategies, LLC | 5,586 | $1.02M | 0.26% | −212−3.7% | Reduced |
| Human Investing LLC | 5,593 | $1.02M | 0.25% | +40+0.7% | Added |
| Blackston Financial Advisory Group, LLC | 5,483 | $1.02M | 0.67% | −26−0.5% | Reduced |
| Stiles Financial Services Inc | 5,632 | $1.03M | 0.62% | +265+4.9% | Added |
| Meridian Wealth Management, LLC | 5,652 | $1.03M | 0.08% | +1,584+38.9% | Added |
| Fernwood Investment Management, LLC | 5,663 | $1.03M | 0.45% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5,663 | $1.03M | 0.15% | +5,659+141,475.0% | Added |
| Brighton Jones LLC | 5,683 | $1.04M | 0.06% | −127−2.2% | Reduced |
| Souders Financial Advisors | 5,687 | $1.04M | 0.30% | +2,265+66.2% | Added |
| Cavalier Investments, LLC | 5,691 | $1.04M | 0.36% | −897−13.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,695 | $1.04M | 0.42% | +64+1.1% | Added |
| Fortem Financial Group, LLC | 5,715 | $1.04M | 0.68% | +5,715 | New |
| GYL Financial Synergies, LLC | 5,719 | $1.04M | 0.29% | +178+3.2% | Added |
| Edge Capital Group, LLC | 10,540 | $1.04M | 0.10% | +9,221+699.1% | Added |
| Baldwin Brothers Inc | 5,739 | $1.05M | 0.14% | −2,241−28.1% | Reduced |
| Probity Advisors, Inc. | 5,752 | $1.05M | 0.24% | +339+6.3% | Added |
| Wilson & Boucher Capital Management, LLC | 5,780 | $1.05M | 1.16% | −30−0.5% | Reduced |
| IFG Advisory, LLC | 5,786 | $1.06M | 0.11% | +3+0.1% | Added |
| Barden Capital Management, Inc. | 5,778 | $1.06M | 1.15% | +406+7.6% | Added |
| Meyer Handelman Co | 5,800 | $1.06M | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5,835 | $1.06M | 0.36% | +336+6.1% | Added |
| NBT Bank N A | 5,839 | $1.07M | 0.16% | 00.0% | Unchanged |
| Intrust Bank NA | 5,855 | $1.07M | 0.15% | +345+6.3% | Added |
| Ethic Inc. | 5,859 | $1.07M | 0.07% | −950−14.0% | Reduced |
| Nixon Peabody Trust Co | 5,882 | $1.07M | 0.49% | +47+0.8% | Added |
| Hyman Charles D | 5,897 | $1.08M | 0.08% | +100+1.7% | Added |
| Mitchell Sinkler & Starr | 5,920 | $1.08M | 0.40% | +700+13.4% | Added |
| Colonial Trust Advisors | 5,967 | $1.09M | 0.15% | +3+0.1% | Added |
| Investors Research Corp | 5,964 | $1.09M | 0.33% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,976 | $1.09M | 0.17% | −100−1.6% | Reduced |
| Bank of Hawaii | 5,975 | $1.09M | 0.07% | +83+1.4% | Added |
| Patton Albertson Miller Group, LLC | 5,980 | $1.09M | 0.22% | −558−8.5% | Reduced |
| Brown Capital Management LLC | 5,982 | $1.09M | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 6,017 | $1.10M | 0.38% | +50+0.8% | Added |
| Quadrant Capital Group LLC | 6,023 | $1.10M | 0.15% | +279+4.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,019 | $1.10M | 0.20% | +1,255+26.3% | Added |
| Tradewinds Capital Management, LLC | 6,033 | $1.10M | 0.41% | −1,543−20.4% | Reduced |
| Leonteq Securities AG | 6,064 | $1.11M | 0.05% | +1,317+27.7% | Added |
| Pettyjohn, Wood & White, Inc | 6,076 | $1.11M | 0.26% | +65+1.1% | Added |
| Vident Investment Advisory, LLC | 6,104 | $1.11M | 0.03% | −4,134−40.4% | Reduced |
| Verition Fund Management LLC | 6,113 | $1.11M | 0.02% | +1,474+31.8% | Added |
| Perpetual Investment Management Ltd | 6,111 | $1.12M | 0.16% | +1,600+35.5% | Added |
| Wintrust Investments LLC | 6,135 | $1.12M | 0.13% | −136−2.2% | Reduced |
| Erste Asset Management GmbH | 6,191 | $1.12M | 0.02% | +2,918+89.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,146 | $1.12M | 0.01% | +578+10.4% | Added |
| Financial Advocates Investment Management | 6,153 | $1.12M | 0.09% | −242−3.8% | Reduced |
| Western Wealth Management, LLC | 6,160 | $1.13M | 0.06% | −8,364−57.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 6,200 | $1.13M | 0.20% | +6,200 | New |
| Marshall Financial Group LLC | 6,208 | $1.13M | 0.45% | −209−3.3% | Reduced |
| Corsicana & Co. | 6,240 | $1.14M | 0.90% | −55−0.9% | Reduced |
| Byrne Asset Management LLC | 6,256 | $1.14M | 0.84% | −43−0.7% | Reduced |
| Regal Investment Advisors LLC | 6,261 | $1.14M | 0.12% | +340+5.7% | Added |
| Johnson Financial Group, Inc. | 6,269 | $1.14M | 0.08% | −14,776−70.2% | Reduced |
| First Farmers & Merchants Bank / Trust | 6,277 | $1.15M | 1.42% | −621−9.0% | Reduced |
| First Financial Bank - Trust Division | 6,279 | $1.15M | 0.14% | −115−1.8% | Reduced |
| Rollins Financial | 6,293 | $1.15M | 0.40% | +6,293 | New |
| Sargent Bickham Lagudis LLC | 6,300 | $1.15M | 0.10% | +242+4.0% | Added |
| CTC Capital Management, LLC | 6,300 | $1.15M | 1.25% | +6,300 | New |
| Trust Investment Advisors | 6,303 | $1.15M | 1.11% | −153−2.4% | Reduced |
| Fiduciary Group LLC | 5,634 | $1.15M | 0.14% | +1,795+46.8% | Added |
| Regent Investment Management LLC | 6,346 | $1.16M | 0.32% | +85+1.4% | Added |
| JT Stratford LLC | 6,365 | $1.16M | 0.37% | +1,098+20.8% | Added |
| Qtron Investments LLC | 6,365 | $1.16M | 0.26% | +2,347+58.4% | Added |
| Resources Investment Advisors, LLC. | 6,376 | $1.16M | 0.05% | −4,210−39.8% | Reduced |
| Laidlaw Wealth Management LLC | 6,405 | $1.17M | 0.24% | +1,841+40.3% | Added |
| Perigon Wealth Management, LLC | 6,418 | $1.17M | 0.10% | −734−10.3% | Reduced |
| Diversified Trust Co | 6,422 | $1.17M | 0.05% | −224−3.4% | Reduced |
| Northstar Group, Inc. | 6,431 | $1.17M | 0.34% | −15−0.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 6,439 | $1.18M | 0.80% | −185−2.8% | Reduced |
| Alaethes Wealth LLC | 6,455 | $1.18M | 0.87% | +356+5.8% | Added |
| McKinley Carter Wealth Services, Inc. | 6,480 | $1.18M | 0.10% | +1,014+18.6% | Added |
| Brown Miller Wealth Management, LLC | 6,502 | $1.19M | 0.81% | +240+3.8% | Added |
| Profund Advisors LLC | 6,530 | $1.19M | 0.08% | −2,052−23.9% | Reduced |
| Old Port Advisors | 6,455 | $1.19M | 0.46% | +557+9.4% | Added |
| Berkshire Asset Management LLC | 6,570 | $1.20M | 0.08% | +119+1.8% | Added |
| Lindbrook Capital, LLC | 6,576 | $1.20M | 0.20% | +1,463+28.6% | Added |
| Waldron Private Wealth LLC | 6,591 | $1.20M | 0.07% | +357+5.7% | Added |
| Equitable Holdings, Inc. | 6,594 | $1.20M | 0.02% | −974−12.9% | Reduced |
| Royal Fund Management, LLC | 6,606 | $1.21M | 0.20% | +102+1.6% | Added |
| TCM Advisors, LLC | – | $1.21M | 1.31% | – | – |
| Ipswich Investment Management Co., Inc. | 6,639 | $1.21M | 0.35% | +5,574+523.4% | Added |
| Jaffetilchin Investment Partners, LLC | 6,660 | $1.22M | 0.14% | +865+14.9% | Added |
| Edgestream Partners, L.P. | 6,692 | $1.22M | 0.10% | +6,692 | New |
| Carmel Capital Partners, LLC | 6,748 | $1.23M | 1.15% | +146+2.2% | Added |
| Foster & Motley Inc | 6,762 | $1.23M | 0.11% | +2,972+78.4% | Added |