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 |
|---|---|---|---|---|---|
| Twin Lakes Capital Management, LLC | 18,423 | $3.36M | 2.44% | −1,198−6.1% | Reduced |
| Fortis Advisors, LLC | 18,439 | $3.37M | 2.23% | +70.0% | Added |
| Venture Visionary Partners LLC | 18,445 | $3.37M | 0.26% | +3,017+19.6% | Added |
| Skylands Capital, LLC | 18,480 | $3.37M | 0.49% | +4,100+28.5% | Added |
| Strategic Advisors LLC | 18,506 | $3.38M | 0.71% | −1,538−7.7% | Reduced |
| Vise Technologies, Inc. | 18,523 | $3.38M | 1.31% | −3,058−14.2% | Reduced |
| Aspire Private Capital, LLC | 18,524 | $3.38M | 1.21% | +50.0% | Added |
| Redpoint Investment Management Pty Ltd | 18,538 | $3.38M | 0.40% | +596+3.3% | Added |
| Marietta Wealth Management, LLC | 18,573 | $3.39M | 0.82% | +177+1.0% | Added |
| Cardinal Capital Management | 18,691 | $3.41M | 0.78% | +291+1.6% | Added |
| Summitry LLC | 18,828 | $3.44M | 0.25% | −1,786−8.7% | Reduced |
| Marion Wealth Management | 18,830 | $3.44M | 1.80% | +282+1.5% | Added |
| Bank of the West | 18,904 | $3.45M | 0.44% | −210−1.1% | Reduced |
| Members Capital Advisors Inc | 19,097 | $3.49M | 2.52% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 19,118 | $3.49M | 0.16% | +1,418+8.0% | Added |
| Princeton Global Asset Management LLC | 19,158 | $3.50M | 1.13% | +263+1.4% | Added |
| South Dakota Investment Council | 19,290 | $3.52M | 0.08% | −298−1.5% | Reduced |
| Heritage Trust Co | 19,353 | $3.53M | 0.58% | −577−2.9% | Reduced |
| Millennium Capital Advisors, LLC | 19,405 | $3.54M | 3.46% | +962+5.2% | Added |
| Ellsworth Advisors, LLC | 19,422 | $3.54M | 1.43% | +592+3.1% | Added |
| Lido Advisors, LLC | 19,482 | $3.56M | 0.08% | +502+2.6% | Added |
| Anderson Hoagland & Co | 19,116 | $3.56M | 0.53% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 19,242 | $3.56M | 0.53% | +3,623+23.2% | Added |
| Nicholas Hoffman & Company, LLC. | 19,570 | $3.57M | 0.17% | −564−2.8% | Reduced |
| Investment Management of Virginia LLC | 19,855 | $3.62M | 0.75% | −20−0.1% | Reduced |
| Plimoth Trust Co LLC | 19,870 | $3.63M | 1.14% | −833−4.0% | Reduced |
| Verdence Capital Advisors LLC | 19,948 | $3.64M | 0.47% | +2,796+16.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 19,975 | $3.65M | 0.05% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 19,995 | $3.65M | 0.10% | +366+1.9% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $3.65M | 0.94% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 20,023 | $3.65M | 0.47% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 20,061 | $3.66M | 1.69% | −602−2.9% | Reduced |
| Courier Capital LLC | 20,234 | $3.69M | 0.43% | −80−0.4% | Reduced |
| Strategic Wealth Advisors Group, LLC | 20,068 | $3.72M | 0.16% | +179+0.9% | Added |
| Butensky & Cohen Financial Security, Inc | 20,634 | $3.77M | 1.54% | +232+1.1% | Added |
| Roundview Capital LLC | 20,790 | $3.79M | 0.45% | +262+1.3% | Added |
| Perkins Coie Trust Co | 20,838 | $3.80M | 1.38% | +214+1.0% | Added |
| Everence Capital Management Inc | 20,945 | $3.82M | 0.34% | 00.0% | Unchanged |
| Tiaa, FSB | 20,952 | $3.83M | 0.02% | −1,625−7.2% | Reduced |
| Snowden Capital Advisors LLC | 20,999 | $3.83M | 0.17% | +2,630+14.3% | Added |
| Bessemer Group Inc | 21,114 | $3.85M | 0.01% | −2,784−11.6% | Reduced |
| Atria Wealth Solutions, Inc. | 21,118 | $3.86M | 0.08% | −6,666−24.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 21,190 | $3.87M | 0.62% | +1,784+9.2% | Added |
| Girard Partners Ltd. | 21,210 | $3.87M | 0.49% | +485+2.3% | Added |
| Brookmont Capital Management | 21,215 | $3.87M | 2.67% | −314−1.5% | Reduced |
| Sheets Smith Wealth Management | 21,338 | $3.90M | 0.64% | −1,000−4.5% | Reduced |
| NewSquare Capital LLC | 21,335 | $3.90M | 0.50% | +2,908+15.8% | Added |
| Sterling Investment Advisors, Ltd. | 21,383 | $3.90M | 1.34% | +207+1.0% | Added |
| Wright Investors Service Inc | 21,410 | $3.91M | 1.12% | +14,363+203.8% | Added |
| LGT Fund Management Co Ltd. | 21,485 | $3.92M | 0.58% | −4,257−16.5% | Reduced |
| Ieq Capital, LLC | 21,555 | $3.94M | 0.12% | +3,455+19.1% | Added |
| Icon Wealth Partners, LLC | 21,587 | $3.94M | 0.47% | −10,292−32.3% | Reduced |
| Surevest, LLC | 21,611 | $3.94M | 1.03% | +740+3.5% | Added |
| Arkadios Wealth Advisors | 21,637 | $3.95M | 0.59% | −4,763−18.0% | Reduced |
| Legacy Advisors, LLC | 21,774 | $3.98M | 0.84% | +2,245+11.5% | Added |
| Zions Bancorporation, N.A. | 21,785 | $3.98M | 0.40% | +8,101+59.2% | Added |
| Physicians Financial Services, Inc. | 21,827 | $3.98M | 1.77% | +633+3.0% | Added |
| Bowen Hanes & Co Inc | 22,007 | $4.02M | 0.15% | +31+0.1% | Added |
| Adams Asset Advisors, LLC | 22,079 | $4.03M | 0.61% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 22,083 | $4.03M | 2.00% | +22,083 | New |
| Kinneret Advisory, LLC | 22,130 | $4.04M | 0.52% | +469+2.2% | Added |
| Carlson Capital L P | 22,200 | $4.05M | 0.28% | +22,200 | New |
| Sequoia Financial Advisors, LLC | 22,285 | $4.07M | 0.12% | −14,161−38.9% | Reduced |
| Horan Capital Advisors, LLC. | 22,373 | $4.08M | 1.90% | +253+1.1% | Added |
| Bridgeworth, LLC | 22,514 | $4.11M | 0.96% | +144+0.6% | Added |
| Fort Washington Investment Advisors Inc | 22,521 | $4.11M | 0.03% | −900−3.8% | Reduced |
| Freestone Capital Holdings, LLC | 22,581 | $4.12M | 0.16% | −200−0.9% | Reduced |
| Pathstone Family Office, LLC | 22,682 | $4.14M | 0.09% | +3,002+15.3% | Added |
| ARS Wealth Advisors Group, LLC | 22,774 | $4.16M | 0.57% | +22,774 | New |
| Allstate Corp | 22,943 | $4.19M | 0.13% | −11,257−32.9% | Reduced |
| Inlet Private Wealth, LLC | 22,966 | $4.19M | 1.20% | +2,379+11.6% | Added |
| Veritable, L.P. | 23,050 | $4.21M | 0.08% | +583+2.6% | Added |
| Wealth Advisory Solutions, LLC | 23,156 | $4.23M | 1.04% | +19,136+476.0% | Added |
| Laurel Wealth Advisors LLC | 23,196 | $4.23M | 1.05% | +2,530+12.2% | Added |
| North Star Asset Management Inc | 23,336 | $4.26M | 0.28% | −122−0.5% | Reduced |
| Valeo Financial Advisors, LLC | 23,362 | $4.26M | 0.27% | −476−2.0% | Reduced |
| Hoylecohen, LLC | 23,432 | $4.28M | 0.45% | +1,563+7.1% | Added |
| Winton Group Ltd | 23,437 | $4.28M | 0.23% | −2,591−10.0% | Reduced |
| Park National Corp | 23,512 | $4.29M | 0.21% | −932−3.8% | Reduced |
| Papp L Roy & Associates | 23,536 | $4.30M | 0.62% | +254+1.1% | Added |
| Eudaimonia Partners, LLC | 23,663 | $4.32M | 0.79% | +12,649+114.8% | Added |
| Northwest Investment Counselors, LLC | 23,675 | $4.32M | 1.33% | +1,110+4.9% | Added |
| Sawyer & Company, Inc | 23,726 | $4.33M | 2.20% | +147+0.6% | Added |
| Azimuth Capital Investment Management LLC | 23,890 | $4.36M | 0.22% | +23,890 | New |
| Clark Capital Management Group, Inc. | 23,983 | $4.38M | 0.06% | −412−1.7% | Reduced |
| Atwater Malick LLC | 23,997 | $4.38M | 2.30% | +1,638+7.3% | Added |
| Buckingham Strategic Wealth, LLC | 24,058 | $4.39M | 0.09% | +1,114+4.9% | Added |
| Spectrum Management Group, LLC | 24,309 | $4.44M | 1.04% | −9,719−28.6% | Reduced |
| City Holding Co | 24,367 | $4.45M | 0.84% | −120−0.5% | Reduced |
| Keating Investment Counselors Inc | 24,385 | $4.45M | 1.88% | −558−2.2% | Reduced |
| Farmers National Bank | 24,587 | $4.49M | 1.71% | +1,828+8.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 24,636 | $4.49M | 0.07% | +5,965+31.9% | Added |
| Associated Banc-Corp | 24,642 | $4.50M | 0.20% | −395−1.6% | Reduced |
| Vestcor Inc | 24,700 | $4.51M | 0.17% | +5,628+29.5% | Added |
| Greenline Partners, LLC | 24,737 | $4.51M | 0.97% | −358−1.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 24,739 | $4.52M | 0.24% | −1,006−3.9% | Reduced |
| Hallmark Capital Management Inc | 24,813 | $4.53M | 0.42% | +1,806+7.8% | Added |
| Aptus Capital Advisors, LLC | 24,841 | $4.53M | 0.15% | +21,925+751.9% | Added |
| GSB Wealth Management, LLC | 24,856 | $4.54M | 1.55% | +9,423+61.1% | Added |
| Canal Capital Management, LLC | 25,056 | $4.57M | 1.36% | +2,043+8.9% | Added |