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 |
|---|---|---|---|---|---|
| Carson Advisory Inc. | 8,227 | $1.50M | 1.68% | +351+4.5% | Added |
| AdvisorNet Financial, Inc | 8,270 | $1.51M | 0.15% | +970+13.3% | Added |
| Strengthening Families & Communities, LLC | 7,078 | $1.51M | 0.92% | +170+2.5% | Added |
| Wolff Wiese Magana LLC | 8,288 | $1.51M | 1.10% | +249+3.1% | Added |
| Fundamentun, LLC | 8,309 | $1.52M | 0.29% | +341+4.3% | Added |
| Clarius Group, LLC | 8,327 | $1.52M | 0.15% | +2,165+35.1% | Added |
| Siena Capital LLC | 8,370 | $1.53M | 0.93% | +405+5.1% | Added |
| Easterly Investment Partners LLC | 8,370 | $1.53M | 0.14% | +8,370 | New |
| Bluestein R H & Co | 8,377 | $1.53M | 0.09% | −268,950−97.0% | Reduced |
| IMS Capital Management | 8,469 | $1.55M | 1.00% | +5,934+234.1% | Added |
| WealthTrust Asset Management, LLC | 8,498 | $1.55M | 1.46% | −6,208−42.2% | Reduced |
| Money Concepts Capital Corp | 8,400 | $1.55M | 0.14% | −1,846−18.0% | Reduced |
| Keystone Financial Group | 8,514 | $1.55M | 0.31% | −44−0.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,643 | $1.58M | 0.62% | +410+5.0% | Added |
| Hohimer Wealth Management, LLC | 8,643 | $1.58M | 0.47% | 00.0% | Unchanged |
| Mather Group, LLC. | 8,653 | $1.58M | 0.04% | +2,376+37.9% | Added |
| Northwest & Ethical Investments L.P. | 8,688 | $1.59M | 0.06% | −446−4.9% | Reduced |
| Trustcore Financial Services, LLC | 8,710 | $1.59M | 0.15% | +2,379+37.6% | Added |
| TrimTabs Asset Management, LLC | 8,739 | $1.59M | 0.98% | −354−3.9% | Reduced |
| Simmons Bank | 8,742 | $1.60M | 0.14% | +75+0.9% | Added |
| Schechter Investment Advisors, LLC | 8,782 | $1.60M | 0.16% | −1,130−11.4% | Reduced |
| Capital Insight Partners, LLC | 8,789 | $1.60M | 0.37% | −2,152−19.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 8,805 | $1.61M | 0.35% | +700+8.6% | Added |
| SRB Corp | 8,813 | $1.61M | 0.10% | +2,287+35.0% | Added |
| Access Financial Services, Inc. | 8,837 | $1.61M | 0.92% | +673+8.2% | Added |
| Caldwell Trust Co | 8,853 | $1.62M | 0.22% | +1,086+14.0% | Added |
| Moloney Securities Asset Management, LLC | 8,886 | $1.62M | 0.38% | −878−9.0% | Reduced |
| WSFS Capital Management, LLC | 8,921 | $1.63M | 0.54% | −100−1.1% | Reduced |
| AMG National Trust Bank | 8,390 | $1.64M | 0.06% | −276−3.2% | Reduced |
| Financial Consulate, Inc | 8,967 | $1.64M | 0.77% | −164−1.8% | Reduced |
| Slow Capital, Inc. | 8,972 | $1.64M | 0.40% | +104+1.2% | Added |
| Pacific Global Investment Management CO | 8,976 | $1.64M | 0.39% | −279−3.0% | Reduced |
| Foresight Capital Management Advisors, Inc. | 8,992 | $1.64M | 2.51% | +50+0.6% | Added |
| Checchi Capital Advisers, LLC | 8,422 | $1.64M | 0.16% | +1,650+24.4% | Added |
| Sawtooth Solutions, LLC | 9,001 | $1.64M | 0.21% | +1,350+17.6% | Added |
| Maltin Wealth Management, Inc. | 9,049 | $1.65M | 1.19% | +1,082+13.6% | Added |
| NorthRock Partners, LLC | 9,054 | $1.65M | 0.17% | +4,437+96.1% | Added |
| Clearstead Advisors, LLC | 9,069 | $1.66M | 0.13% | −26−0.3% | Reduced |
| Central Trust Co | 9,068 | $1.66M | 0.05% | −4,581−33.6% | Reduced |
| SOA Wealth Advisors, LLC. | 9,113 | $1.66M | 0.49% | +11+0.1% | Added |
| United Bank | 9,119 | $1.66M | 0.25% | +500+5.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9,170 | $1.67M | 0.10% | −22,439−71.0% | Reduced |
| Werlinich Asset Management, LLC | 9,220 | $1.68M | 1.57% | −125−1.3% | Reduced |
| Mutual Advisors, LLC | 9,281 | $1.69M | 0.11% | +19+0.2% | Added |
| Global Retirement Partners, LLC | 9,286 | $1.70M | 0.14% | +216+2.4% | Added |
| Harrington Investments, INC | 9,300 | $1.70M | 1.26% | −40−0.4% | Reduced |
| Momentum Advisors, LLC | 9,304 | $1.70M | 1.91% | +9,304 | New |
| Shulman DeMeo Asset Management LLC | 9,306 | $1.70M | 0.56% | +153+1.7% | Added |
| Deseret Mutual Benefit Administrators | 9,326 | $1.70M | 0.38% | −857−8.4% | Reduced |
| Wealth Alliance | 9,349 | $1.71M | 0.33% | +3,095+49.5% | Added |
| Ameritas Investment Partners, Inc. | 9,369 | $1.71M | 0.07% | −111−1.2% | Reduced |
| High Net Worth Advisory Group LLC | 9,424 | $1.72M | 0.71% | 00.0% | Unchanged |
| Gratus Capital LLC | 9,459 | $1.73M | 0.19% | +751+8.6% | Added |
| Caliber Wealth Management, LLC | 9,475 | $1.73M | 1.35% | +965+11.3% | Added |
| Cigna Investments Inc | 9,482 | $1.73M | 0.35% | −3,370−26.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,484 | $1.73M | 0.15% | +1,492+18.7% | Added |
| Ascension Asset Management LLC | 9,483 | $1.73M | 1.28% | +9,483 | New |
| Hudson Canyon Capital Management | 9,550 | $1.74M | 1.68% | +9,550 | New |
| CAPROCK Group, Inc. | 9,557 | $1.75M | 0.17% | +1,076+12.7% | Added |
| ForthRight Wealth Management, LLC | 9,654 | $1.76M | 0.98% | 00.0% | Unchanged |
| Coastline Trust Co | 9,665 | $1.76M | 0.26% | +145+1.5% | Added |
| Modus Advisors, LLC | 9,704 | $1.77M | 0.90% | +322+3.4% | Added |
| Convergence Investment Partners, LLC | 9,706 | $1.77M | 1.07% | −32−0.3% | Reduced |
| Moneywise, Inc. | 9,713 | $1.77M | 1.38% | 00.0% | Unchanged |
| Pitcairn Co | 9,759 | $1.78M | 0.19% | −1,144−10.5% | Reduced |
| Voya Financial Advisors, Inc. | 9,839 | $1.78M | 0.22% | +1,262+14.7% | Added |
| Aberdeen Wealth Management LLC | 9,787 | $1.79M | 1.42% | −48−0.5% | Reduced |
| Twin Tree Management, LP | 9,788 | $1.79M | 0.03% | +9,788 | New |
| Fiduciary Trust Co | 9,826 | $1.79M | 0.04% | −463−4.5% | Reduced |
| 44 Wealth Management LLC | 9,832 | $1.79M | 0.69% | +2,588+35.7% | Added |
| Apollon Wealth Management, LLC | 9,915 | $1.81M | 0.15% | −916−8.5% | Reduced |
| Shellback Capital, LP | 10,000 | $1.82M | 0.32% | −30,000−75.0% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.82M | 0.23% | 00.0% | Unchanged |
| StoneX Group Inc. | 10,001 | $1.83M | 0.22% | −678−6.3% | Reduced |
| Advance Capital Management, Inc. | 10,117 | $1.85M | 0.22% | −40.0% | Reduced |
| AXS Investments LLC | 10,131 | $1.85M | 0.66% | +3,024+42.5% | Added |
| Weaver C. Barksdale & Associates, Inc. | 10,138 | $1.85M | 1.72% | +600+6.3% | Added |
| United Community Bank | 10,153 | $1.85M | 2.00% | +1,425+16.3% | Added |
| First Horizon Advisors, Inc. | 10,161 | $1.85M | 0.07% | +819+8.8% | Added |
| Van Eck Associates Corp | 10,162 | $1.85M | 0.00% | +285+2.9% | Added |
| Horan Securities, Inc. | 10,304 | $1.86M | 1.13% | +133+1.3% | Added |
| Gofen & Glossberg LLC | 10,251 | $1.87M | 0.05% | +451+4.6% | Added |
| Patriot Investment Management Inc. | 10,418 | $1.90M | 0.19% | −1,610−13.4% | Reduced |
| Fayez Sarofim & Co | 10,421 | $1.90M | 0.01% | −6,314−37.7% | Reduced |
| ACG Wealth | 10,438 | $1.91M | 0.39% | +63+0.6% | Added |
| Hutner Capital Management Inc | 10,446 | $1.91M | 1.25% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 10,460 | $1.91M | 0.05% | −20.0% | Reduced |
| AIA Group Ltd | 10,502 | $1.92M | 0.10% | +9,918+1,698.3% | Added |
| Quinn Opportunity Partners LLC | 10,500 | $1.92M | 0.18% | +10,500 | New |
| Rafferty Asset Management, LLC | 10,563 | $1.93M | 0.02% | −1,314−11.1% | Reduced |
| Deane Retirement Strategies, Inc. | 10,442 | $1.93M | 1.20% | +10,442 | New |
| Sandy Spring Bank | 10,580 | $1.93M | 0.12% | +130+1.2% | Added |
| Private Trust Co NA | 10,587 | $1.93M | 0.30% | −717−6.3% | Reduced |
| Marks Group Wealth Management, Inc | 10,608 | $1.94M | 0.28% | +2,285+27.5% | Added |
| Cornerstone Wealth Management, LLC | 10,645 | $1.94M | 0.22% | −369−3.4% | Reduced |
| Phoenix Wealth Advisors | 10,666 | $1.95M | 1.92% | −73−0.7% | Reduced |
| BKD Wealth Advisors, LLC | 10,695 | $1.95M | 0.08% | +401+3.9% | Added |
| Twin Capital Management Inc | 10,706 | $1.95M | 0.25% | −12,501−53.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,717 | $1.96M | 1.40% | −50−0.5% | Reduced |
| Proquility Private Wealth Partners, LLC | 10,752 | $1.96M | 0.84% | +39+0.4% | Added |