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
- 2,151
- −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
- 1,052 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 |
|---|---|---|---|---|---|
| Cornerstone Investment Partners, LLC | 10,770 | $1.97M | 0.13% | +1,112+11.5% | Added |
| Greenleaf Trust | 10,780 | $1.97M | 0.03% | +1,970+22.4% | Added |
| Pathway Financial Advisors LLC | 10,806 | $1.97M | 0.82% | +9,626+815.8% | Added |
| EP Wealth Advisors, LLC | 10,842 | $1.98M | 0.04% | +453+4.4% | Added |
| Investmark Advisory Group LLC | 10,852 | $1.98M | 1.96% | +737+7.3% | Added |
| Chatham Capital Group, Inc. | 10,896 | $1.99M | 0.45% | +151+1.4% | Added |
| Belpointe Asset Management LLC | 10,907 | $1.99M | 0.13% | −584−5.1% | Reduced |
| Metis Global Partners, LLC | 10,918 | $1.99M | 0.32% | −592−5.1% | Reduced |
| Arvest Trust Co N A | 10,932 | $2.00M | 0.13% | +2,418+28.4% | Added |
| R.H. Dinel Investment Counsel, Inc. | 11,000 | $2.01M | 1.81% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,079 | $2.02M | 0.16% | +2,054+22.8% | Added |
| Avitas Wealth Management LLC | 11,103 | $2.03M | 0.44% | +96+0.9% | Added |
| Neville Rodie & Shaw Inc | 11,160 | $2.04M | 0.18% | −52−0.5% | Reduced |
| Autus Asset Management, LLC | 11,243 | $2.05M | 0.37% | +70+0.6% | Added |
| Gabelli Funds LLC | 11,250 | $2.05M | 0.02% | +300+2.7% | Added |
| Quilter Plc | 11,330 | $2.07M | 0.07% | 00.0% | Unchanged |
| Lavaca Capital LLC | 11,430 | $2.08M | 1.05% | +4,014+54.1% | Added |
| JLB & Associates Inc | 11,412 | $2.08M | 0.35% | +1,108+10.8% | Added |
| Hedges Asset Management LLC | 11,428 | $2.09M | 1.97% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 11,444 | $2.09M | 0.94% | +325+2.9% | Added |
| Azzad Asset Management Inc | 11,473 | $2.09M | 0.21% | +3,509+44.1% | Added |
| Spire Wealth Management | 11,491 | $2.10M | 0.09% | −4,387−27.6% | Reduced |
| Cresset Asset Management, LLC | 13,171 | $2.10M | 0.03% | −747−5.4% | Reduced |
| Copperwynd Financial, LLC | 11,539 | $2.11M | 1.24% | +11,539 | New |
| Rossmore Private Capital | 11,584 | $2.12M | 0.37% | +2,440+26.7% | Added |
| Excalibur Management Corp | 11,595 | $2.12M | 1.10% | +184+1.6% | Added |
| Arabesque Asset Management Ltd | 11,603 | $2.12M | 1.12% | −935−7.5% | Reduced |
| Cary Street Partners Asset Management LLC | 11,605 | $2.12M | 0.50% | −484−4.0% | Reduced |
| Cypress Capital, LLC | 11,624 | $2.12M | 0.30% | +713+6.5% | Added |
| Loudon Investment Management, LLC | 11,629 | $2.12M | 1.59% | −50−0.4% | Reduced |
| Phoenix Holdings Ltd. | 11,569 | $2.13M | 0.04% | +1,825+18.7% | Added |
| Optimum Investment Advisors | 11,667 | $2.13M | 1.07% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 11,678 | $2.13M | 0.16% | −1,050−8.2% | Reduced |
| Transcend Wealth Collective, LLC | 11,682 | $2.13M | 0.22% | +214+1.9% | Added |
| Howland Capital Management LLC | 11,725 | $2.14M | 0.13% | +600+5.4% | Added |
| Baker Tilly Wealth Management, LLC | 11,741 | $2.14M | 0.28% | +2,954+33.6% | Added |
| Gifford Fong Associates | 11,800 | $2.15M | 0.50% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 11,808 | $2.16M | 0.75% | −321−2.6% | Reduced |
| B. Riley Wealth Management, Inc. | 11,824 | $2.16M | 0.20% | +2,414+25.7% | Added |
| Bowling Portfolio Management LLC | 11,846 | $2.16M | 0.54% | +734+6.6% | Added |
| ICA Group Wealth Management, LLC | 10,379 | $2.16M | 0.40% | +261+2.6% | Added |
| Soltis Investment Advisors LLC | 11,859 | $2.17M | 0.31% | +2,154+22.2% | Added |
| Meeder Asset Management Inc | 11,872 | $2.17M | 0.13% | −44,268−78.9% | Reduced |
| AlphaCrest Capital Management LLC | 11,961 | $2.18M | 0.11% | −4,642−28.0% | Reduced |
| Northeast Financial Consultants Inc | 11,979 | $2.19M | 0.15% | −1,313−9.9% | Reduced |
| Pensionfund Sabic | 12,000 | $2.19M | 0.70% | −1,500−11.1% | Reduced |
| BTC Capital Management, Inc. | 12,009 | $2.19M | 0.27% | +1,678+16.2% | Added |
| Decatur Capital Management, Inc. | 12,034 | $2.20M | 1.62% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 12,093 | $2.21M | 0.09% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 12,129 | $2.21M | 1.51% | +128+1.1% | Added |
| Trust Co of Vermont | 12,162 | $2.22M | 0.17% | +530+4.6% | Added |
| Hunter Associates Investment Management LLC | 12,182 | $2.23M | 0.55% | −32,918−73.0% | Reduced |
| Court Place Advisors, LLC | 12,236 | $2.23M | 0.85% | +10.0% | Added |
| SWS Partners | 12,255 | $2.24M | 1.88% | +317+2.7% | Added |
| Sterneck Capital Management, LLC | 12,345 | $2.25M | 1.51% | +388+3.2% | Added |
| Gamble Jones Investment Counsel | 12,427 | $2.27M | 0.17% | +1,199+10.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,266 | $2.27M | 1.04% | +60+0.5% | Added |
| Benedetti & Gucer, Inc. | 12,530 | $2.29M | 1.55% | +122+1.0% | Added |
| Park Avenue Securities LLC | 12,553 | $2.29M | 0.04% | +3,354+36.5% | Added |
| Kiley Juergens Wealth Management, LLC | 12,588 | $2.30M | 1.09% | −86−0.7% | Reduced |
| Stone Point Wealth LLC | 12,636 | $2.31M | 1.38% | +700+5.9% | Added |
| IFP Advisors, Inc | 18,866 | $2.31M | 0.08% | −11,718−38.3% | Reduced |
| L.M. Kohn & Company | 12,666 | $2.31M | 1.08% | +1,171+10.2% | Added |
| Mill Capital Management, LLC | 12,751 | $2.33M | 0.26% | +200+1.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 12,774 | $2.33M | 0.79% | +1,293+11.3% | Added |
| GHP Investment Advisors, Inc. | 12,814 | $2.34M | 0.17% | +236+1.9% | Added |
| Geneos Wealth Management Inc. | 12,737 | $2.36M | 0.12% | +179+1.4% | Added |
| Cordatus Wealth Management LLC | 12,940 | $2.36M | 1.10% | +116+0.9% | Added |
| Avidian Wealth Solutions, LLC | 12,947 | $2.36M | 0.17% | −1,641−11.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 13,042 | $2.38M | 0.04% | +4,225+47.9% | Added |
| Arrow Financial Corp | 13,113 | $2.39M | 0.33% | −125−0.9% | Reduced |
| Forte Capital LLC | 13,120 | $2.40M | 0.42% | +502+4.0% | Added |
| Institute for Wealth Management, LLC. | 13,147 | $2.40M | 0.48% | −338−2.5% | Reduced |
| KMG Fiduciary Partners, LLC | 13,188 | $2.41M | 0.45% | +1,755+15.4% | Added |
| Cooke & Bieler LP | 13,190 | $2.41M | 0.02% | −1,200−8.3% | Reduced |
| Veriti Management LLC | 13,215 | $2.41M | 0.34% | −23−0.2% | Reduced |
| Schnieders Capital Management LLC | 13,214 | $2.41M | 0.72% | +595+4.7% | Added |
| Laffer Tengler Investments | 13,217 | $2.41M | 0.85% | +601+4.8% | Added |
| Addison Capital Co | 13,228 | $2.42M | 1.41% | −88−0.7% | Reduced |
| Chicago Trust Co NA | 13,290 | $2.43M | 0.61% | +1,215+10.1% | Added |
| Cypress Capital Group | 13,315 | $2.43M | 0.37% | −285−2.1% | Reduced |
| Bailard, Inc. | 13,384 | $2.44M | 0.10% | +9,490+243.7% | Added |
| Bristlecone Advisors, LLC | 13,435 | $2.45M | 0.30% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 13,487 | $2.46M | 0.84% | +149+1.1% | Added |
| Tealwood Asset Management Inc | 13,541 | $2.47M | 1.23% | −40.0% | Reduced |
| Camden Capital, LLC | 13,548 | $2.47M | 0.64% | +876+6.9% | Added |
| Ballentine Partners, LLC | 13,577 | $2.48M | 0.09% | +121+0.9% | Added |
| Waller Financial Planning Group, Inc | 13,594 | $2.48M | 0.73% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 13,599 | $2.48M | 1.62% | +449+3.4% | Added |
| BFSG, LLC | 13,696 | $2.50M | 0.45% | −50.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,721 | $2.50M | 0.10% | +179+1.3% | Added |
| Horst & Graben Wealth Management LLC | 13,735 | $2.51M | 0.68% | +11+0.1% | Added |
| Fulton Bank, N.A. | 13,818 | $2.52M | 0.14% | +1,992+16.8% | Added |
| Wakefield Asset Management LLLP | 13,880 | $2.53M | 1.09% | +22+0.2% | Added |
| Truvestments Capital LLC | 13,899 | $2.54M | 1.49% | +646+4.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 13,919 | $2.54M | 1.77% | +337+2.5% | Added |
| Bridges Investment Management Inc | 13,950 | $2.55M | 0.09% | +486+3.6% | Added |
| Douglass Winthrop Advisors, LLC | 13,963 | $2.55M | 0.07% | 00.0% | Unchanged |
| Ally Financial Inc. | 14,000 | $2.56M | 0.35% | +2,000+16.7% | Added |
| Capital Investment Advisory Services, LLC | 14,037 | $2.56M | 0.31% | −18−0.1% | Reduced |