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 | 2,219 | $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, 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 |
|---|---|---|---|---|---|
| Virginia Wealth Management Group, Inc. | 14,133 | $2.58M | 2.48% | +334+2.4% | Added |
| Rockland Trust Co | 14,137 | $2.58M | 0.18% | +4,401+45.2% | Added |
| Paradigm Asset Management Co LLC | 14,174 | $2.59M | 0.79% | −1,100−7.2% | Reduced |
| Integrated Wealth Concepts LLC | 14,190 | $2.59M | 0.08% | +1,325+10.3% | Added |
| Pinnacle Wealth Management Group, Inc. | 14,235 | $2.60M | 2.17% | −543−3.7% | Reduced |
| Exencial Wealth Advisors, LLC | 14,301 | $2.61M | 0.15% | −84−0.6% | Reduced |
| Moody National Bank Trust Division | 14,336 | $2.62M | 0.28% | −190−1.3% | Reduced |
| United Asset Strategies, Inc. | 14,336 | $2.62M | 0.38% | +16+0.1% | Added |
| CX Institutional | 14,345 | $2.62M | 0.20% | +3,930+37.7% | Added |
| Keeler Thomas Management LLC | 11,547 | $2.62M | 1.31% | +2,941+34.2% | Added |
| Advisory Services & Investments, LLC | 14,377 | $2.62M | 2.51% | −50.0% | Reduced |
| Brookfield Asset Management Inc. | 14,384 | $2.63M | 0.01% | +14,384 | New |
| Stonebridge Capital Advisors LLC | 14,422 | $2.63M | 0.32% | +220+1.5% | Added |
| Shoker Investment Counsel, Inc. | 14,477 | $2.64M | 1.40% | +399+2.8% | Added |
| Trust Co of Toledo NA | 14,487 | $2.65M | 0.46% | +194+1.4% | Added |
| Exeter Financial, LLC | 14,537 | $2.65M | 1.48% | +583+4.2% | Added |
| Empirical Finance, LLC | 14,584 | $2.66M | 0.34% | +792+5.7% | Added |
| Altium Wealth Management LLC | 14,635 | $2.67M | 0.19% | +1,082+8.0% | Added |
| Versor Investments LP | 14,676 | $2.68M | 0.10% | +14,676 | New |
| Cohen Investment Advisors LLC | 14,738 | $2.69M | 2.30% | +115+0.8% | Added |
| Aull & Monroe Investment Management Corp | 14,796 | $2.70M | 1.37% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 14,816 | $2.71M | 0.18% | +1,519+11.4% | Added |
| Integrated Advisors Network LLC | 14,851 | $2.71M | 0.18% | −16,616−52.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 14,854 | $2.71M | 0.82% | −2,171−12.8% | Reduced |
| Mechanics Bank Trust Department | 14,854 | $2.71M | 0.48% | +273+1.9% | Added |
| Old National Bancorp | 14,909 | $2.72M | 0.09% | +3,225+27.6% | Added |
| Garner Asset Management Corp | 14,922 | $2.72M | 1.20% | +1,011+7.3% | Added |
| Bonness Enterprises Inc | 14,950 | $2.73M | 1.37% | 00.0% | Unchanged |
| Lincoln National Corp | 14,967 | $2.73M | 0.06% | −83−0.6% | Reduced |
| CPWM, LLC | 14,970 | $2.73M | 0.24% | +4,706+45.8% | Added |
| Caption Management, LLC | 15,000 | $2.74M | 0.25% | +15,000 | New |
| Canandaigua National Corp | 15,006 | $2.74M | 0.49% | −863−5.4% | Reduced |
| Northcape Wealth Management, LLC | 15,030 | $2.74M | 1.05% | −307−2.0% | Reduced |
| Mengis Capital Management, Inc. | 15,046 | $2.75M | 0.60% | +884+6.2% | Added |
| Harbour Investment Management LLC | 15,214 | $2.78M | 1.67% | −500−3.2% | Reduced |
| Bell Bank | 15,250 | $2.78M | 0.33% | +719+4.9% | Added |
| Brooks, Moore & Associates, Inc. | 15,299 | $2.79M | 2.01% | +870+6.0% | Added |
| SG Americas Securities, LLC | 15,321 | $2.80M | 0.04% | −84,364−84.6% | Reduced |
| Monarch Capital Management Inc | 15,359 | $2.80M | 0.84% | +2,755+21.9% | Added |
| Zullo Investment Group, Inc. | 15,382 | $2.81M | 1.75% | +36+0.2% | Added |
| Charter Research & Investment Group, Inc. | 15,429 | $2.82M | 2.56% | +418+2.8% | Added |
| Jacobi Capital Management LLC | 15,454 | $2.82M | 0.38% | +963+6.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,476 | $2.83M | 0.25% | −2,400−13.4% | Reduced |
| Rehmann Capital Advisory Group | 15,529 | $2.83M | 0.31% | −122−0.8% | Reduced |
| Shorepoint Capital Partners LLC | 15,598 | $2.85M | 1.20% | +851+5.8% | Added |
| Meritage Portfolio Management | 15,650 | $2.86M | 0.22% | +2,087+15.4% | Added |
| ING Groep NV | 15,657 | $2.86M | 0.03% | +15,657 | New |
| Silvercrest Asset Management Group LLC | 15,794 | $2.88M | 0.02% | +10.0% | Added |
| TD Private Client Wealth LLC | 15,911 | $2.90M | 0.14% | +4,100+34.7% | Added |
| Assetmark, Inc | 15,944 | $2.91M | 0.01% | −898−5.3% | Reduced |
| Mirabella Financial Services LLP | 15,963 | $2.91M | 0.29% | +15,963 | New |
| Sculati Wealth Management, LLC | 16,052 | $2.93M | 1.67% | +180+1.1% | Added |
| Stonnington Group, LLC | 15,748 | $2.93M | 0.78% | −6,603−29.5% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 16,114 | $2.94M | 0.02% | −1,820−10.1% | Reduced |
| Great Valley Advisor Group, Inc. | 16,101 | $2.94M | 0.16% | +1,590+11.0% | Added |
| Auxier Asset Management | 16,108 | $2.94M | 0.53% | +10.0% | Added |
| Acadian Asset Management LLC | 16,119 | $2.94M | 0.02% | −2,525−13.5% | Reduced |
| Sunbelt Securities, Inc. | 16,142 | $2.95M | 0.62% | +115+0.7% | Added |
| South State Corp. | 16,141 | $2.95M | 0.28% | −64−0.4% | Reduced |
| Smith, Salley & Associates | 16,171 | $2.95M | 0.26% | +3,779+30.5% | Added |
| Radnor Capital Management, LLC | 16,180 | $2.95M | 0.81% | +250+1.6% | Added |
| Wedbush Securities Inc | 16,233 | $2.96M | 0.16% | +894+5.8% | Added |
| CWM, LLC | 16,232 | $2.96M | 0.02% | +3,290+25.4% | Added |
| Searle & Co. | 16,250 | $2.97M | 1.17% | 00.0% | Unchanged |
| Legacy CG, LLC | 16,289 | $2.97M | 2.05% | −22−0.1% | Reduced |
| We Are One Seven, LLC | 16,316 | $2.98M | 0.41% | −1,382−7.8% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 16,405 | $3.00M | 1.06% | −10,344−38.7% | Reduced |
| Wharton Business Group, LLC | 16,433 | $3.00M | 0.20% | +7,745+89.1% | Added |
| EHP Funds Inc. | 16,500 | $3.01M | 0.56% | −6,410−28.0% | Reduced |
| Allworth Financial LP | 16,498 | $3.01M | 0.04% | +8,268+100.5% | Added |
| Capital International Inc | 16,555 | $3.02M | 0.04% | +16,555 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,741 | $3.06M | 2.23% | +498+3.1% | Added |
| Carnegie Capital Asset Management, LLC | 16,767 | $3.06M | 0.14% | +4,177+33.2% | Added |
| Intrepid Capital Management Inc | 16,830 | $3.07M | 2.44% | +40+0.2% | Added |
| Miller Investment Management, LP | 16,859 | $3.08M | 0.63% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 16,867 | $3.08M | 1.79% | +2,287+15.7% | Added |
| Intersect Capital LLC | 16,904 | $3.09M | 0.93% | −1,960−10.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16,905 | $3.09M | 1.72% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 16,953 | $3.10M | 2.09% | +27+0.2% | Added |
| Consolidated Planning Corp | 16,989 | $3.10M | 0.97% | +16,989 | New |
| PFG Advisors | 17,108 | $3.12M | 0.35% | −135−0.8% | Reduced |
| Cypress Asset Management Inc | 17,126 | $3.13M | 1.12% | −610−3.4% | Reduced |
| Pure Financial Advisors, Inc. | 17,253 | $3.15M | 0.20% | −138−0.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 17,249 | $3.15M | 1.25% | +26+0.2% | Added |
| Moors & Cabot, Inc. | 17,288 | $3.16M | 0.23% | −16,509−48.8% | Reduced |
| Alta Capital Management LLC | 17,306 | $3.16M | 0.23% | +382+2.3% | Added |
| American Portfolios Advisors | 17,399 | $3.18M | 0.13% | +1,872+12.1% | Added |
| McDonald Partners LLC | 17,419 | $3.18M | 0.81% | −1,395−7.4% | Reduced |
| Monument Capital Management | 17,474 | $3.19M | 1.20% | +829+5.0% | Added |
| Marshall Wace, LLP | 17,500 | $3.19M | 0.01% | −231,477−93.0% | Reduced |
| Beech Hill Advisors, Inc. | 17,566 | $3.21M | 1.71% | −395−2.2% | Reduced |
| Stanley-Laman Group, Ltd. | 17,648 | $3.22M | 0.57% | −832−4.5% | Reduced |
| Natixis Investment Managers International | 17,799 | $3.25M | 0.07% | +10,638+148.6% | Added |
| Bragg Financial Advisors, Inc | 17,855 | $3.26M | 0.22% | +3,518+24.5% | Added |
| Cary Street Partner Investment Advisory LLC | 18,068 | $3.30M | 0.28% | +6,764+59.8% | Added |
| Arden Trust Co | 18,102 | $3.30M | 0.76% | −720−3.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 18,132 | $3.31M | 0.36% | −3,626−16.7% | Reduced |
| Signature Wealth Management Group | 18,171 | $3.32M | 1.61% | +924+5.4% | Added |
| Boyar Asset Management Inc. | 18,277 | $3.34M | 2.75% | −1,739−8.7% | Reduced |
| Dean Investment Associates, LLC | 18,356 | $3.35M | 0.65% | +10,604+136.8% | Added |