Skip to main content

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.

Institutional holdersQ2 2022: 2,151 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ2 2022: $95.3B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Kentucky Retirement Systems Insurance Trust Fund25,092$4.58M0.42%+3,570+16.6%Added
Community Bank, N.A.25,154$4.59M0.66%+245+1.0%Added
King Luther Capital Management Corp25,349$4.63M0.03%+1,849+7.9%Added
National Asset Management, Inc.25,579$4.67M0.20%−927−3.5%Reduced
Avantax Advisory Services, Inc.25,645$4.68M0.07%+1,464+6.1%Added
Benin Management CORP25,760$4.70M1.78%−355−1.4%Reduced
Kovitz Investment Group Partners, LLC25,779$4.71M0.10%−51−0.2%Reduced
Independent Investors Inc25,811$4.71M1.28%00.0%Unchanged
Vaughan David Investments LLC25,848$4.72M0.15%−1,445−5.3%Reduced
Stratos Wealth Advisors, LLC25,940$4.74M0.43%+1,433+5.8%Added
Westover Capital Advisors, LLC25,990$4.74M1.75%−1,505−5.5%Reduced
Chapman Investment Management, LLC25,994$4.75M3.28%−628−2.4%Reduced
Two Sigma Investments, LP26,020$4.75M0.02%−21,181−44.9%Reduced
Illinois Municipal Retirement Fund26,048$4.75M0.11%+11,784+82.6%Added
Madison Wealth Management21,250$4.81M1.17%−111−0.5%Reduced
Dymon Asia Capital (Singapore) Pte. Ltd.26,621$4.86M3.80%+26,621New
McDaniel Terry & Co26,634$4.86M0.60%−765−2.8%Reduced
Coldstream Capital Management Inc26,724$4.88M0.19%+1,783+7.1%Added
Brookstone Capital Management26,348$4.88M0.11%+3,984+17.8%Added
Schulhoff & Co Inc26,860$4.90M2.29%+60+0.2%Added
Gladstone Institutional Advisory LLC26,860$4.90M0.39%+2,182+8.8%Added
Eagle Rock Investment Company, LLC26,930$4.92M1.20%+1,275+5.0%Added
HB Wealth Management, LLC26,936$4.92M0.10%+3,573+15.3%Added
Arjuna Capital26,955$4.92M2.38%+802+3.1%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management26,986$4.93M0.26%+18,876+232.7%Added
Columbia Asset Management26,993$4.93M1.26%+26,993New
First National Bank of Mount Dora, Trust Investment Services27,113$4.95M1.70%+294+1.1%Added
Comerica Securities,inc.27,134$4.95M0.37%+1,991+7.9%Added
Farmers Trust Co27,187$4.96M1.18%+1,136+4.4%Added
Wolverine Asset Management LLC27,208$4.97M0.06%+21,012+339.1%Added
Benjamin F. Edwards & Company, Inc.27,215$4.97M0.24%−2,159−7.4%Reduced
William Allan, LLC27,221$4.97M4.42%+584+2.2%Added
Stolper Co27,436$5.01M2.35%−73−0.3%Reduced
Seeyond27,497$5.02M0.57%+13,264+93.2%Added
Culbertson A N & Co Inc27,518$5.02M1.09%+230+0.8%Added
Advisor Partners LLC27,601$5.04M0.35%+539+2.0%Added
Sovereign Financial Group, Inc.27,697$5.06M1.99%−990−3.5%Reduced
Kesler, Norman & Wride, LLC27,764$5.07M1.41%+791+2.9%Added
Princeton Capital Management LLC27,828$5.08M1.97%+170+0.6%Added
Fosun International Ltd27,880$5.09M0.71%−1,646−5.6%Reduced
Capula Management Ltd28,110$5.13M0.72%+28,110New
Boenning & Scattergood, Inc.28,124$5.13M0.97%+634+2.3%Added
HighPoint Advisor Group LLC27,751$5.14M0.56%+27,751New
BTR Capital Management Inc28,325$5.17M0.74%+275+1.0%Added
Argyle Capital Management Inc.28,328$5.17M1.85%−600−2.1%Reduced
Murphy Pohlad Asset Management LLC28,346$5.17M2.27%+2,105+8.0%Added
Meiji Yasuda Asset Management Co Ltd.28,392$5.18M0.30%+2,470+9.5%Added
Boston Private Wealth LLC28,668$5.23M0.08%−613−2.1%Reduced
Bourne Lent Asset Management Inc28,748$5.25M2.08%00.0%Unchanged
First Washington CORP28,767$5.25M2.44%+28,767New
Horrell Capital Management, Inc.28,894$5.27M1.87%−446−1.5%Reduced
Rench Wealth Management, Inc.28,930$5.28M2.71%+817+2.9%Added
Banque Cantonale Vaudoise29,024$5.30M0.27%+881+3.1%Added
Fusion Capital, LLC29,223$5.33M3.29%+1,043+3.7%Added
Capital Investment Counsel, Inc29,557$5.39M1.35%−100.0%Reduced
Martin Capital Partners, LLC29,712$5.42M2.57%+970+3.4%Added
Peapack Gladstone Financial Corp29,754$5.43M0.12%+2,502+9.2%Added
Peloton Wealth Strategists29,865$5.45M2.66%−450−1.5%Reduced
Cohen Klingenstein LLC30,060$5.49M0.28%00.0%Unchanged
Horizon Investments, LLC30,340$5.50M0.18%−9,346−23.5%Reduced
Quintet Private Bank (Europe) S.A.29,915$5.50M0.26%+29,915New
Toroso Investments, LLC30,406$5.55M0.20%+3,538+13.2%Added
Cypress Wealth Services, LLC30,409$5.55M1.77%+539+1.8%Added
Town & Country Bank & Trust CO dba First Bankers Trust CO30,420$5.55M2.91%+1,697+5.9%Added
Ascent Wealth Partners, LLC30,534$5.57M1.25%−299−1.0%Reduced
Stokes Capital Advisors, LLC30,499$5.57M1.95%+651+2.2%Added
Jefferies Group LLC30,519$5.57M0.15%+30,519New
Bridge Creek Capital Management LLC30,744$5.61M2.29%−358−1.2%Reduced
Griffin Asset Management, Inc.30,800$5.62M0.90%+1,014+3.4%Added
Gotham Asset Management, LLC31,533$5.76M0.18%−18,929−37.5%Reduced
Sigma Planning Corp31,633$5.77M0.21%+2,241+7.6%Added
Semmax Financial Advisors Inc.28,550$5.78M2.36%+3,665+14.7%Added
Thompson Siegel & Walmsley LLC31,747$5.79M0.09%+31,250+6,287.7%Added
Woodstock Corp31,804$5.81M0.81%+581+1.9%Added
TrinityPoint Wealth, LLC31,869$5.82M1.29%−1,921−5.7%Reduced
Antonetti Capital Management LLC31,974$5.84M6.13%+9,400+41.6%Added
Zacks Investment Management32,113$5.86M0.09%+5,133+19.0%Added
Opus Investment Management Inc32,400$5.91M1.28%00.0%Unchanged
Pallas Capital Advisors LLC31,517$5.92M0.82%−167−0.5%Reduced
Siemens Fonds Invest GmbH32,596$5.95M0.63%−117−0.4%Reduced
Donaldson Capital Management, LLC32,613$5.95M0.31%−8,138−20.0%Reduced
Boston Research & Management Inc32,658$5.96M1.93%+230+0.7%Added
Advisory Services Network, LLC32,679$5.96M0.20%+2,216+7.3%Added
Evergreen Capital Management LLC32,734$5.98M0.31%+2,275+7.5%Added
Corient Capital Partners, LLC32,820$5.99M0.45%+1,122+3.5%Added
Northwest Bancshares, Inc.32,849$6.00M1.36%+28,751+701.6%Added
E. Ohman J:or Asset Management AB33,011$6.03M0.26%−300−0.9%Reduced
Federation des caisses Desjardins du Quebec33,401$6.10M0.07%−10,476−23.9%Reduced
Good Life Advisors, LLC33,539$6.12M0.85%+1,802+5.7%Added
Northwestern Mutual Investment Management Company, LLC33,549$6.12M0.14%+468+1.4%Added
Murphy Capital Management Inc33,593$6.13M0.85%−132−0.4%Reduced
North Star Investment Management Corp.33,664$6.14M0.56%−259−0.8%Reduced
Advocate Group LLC33,673$6.15M1.43%+33,673New
Sepio Capital, LP33,983$6.20M0.62%−767−2.2%Reduced
Vision Capital Management, Inc.34,188$6.24M1.18%−4,064−10.6%Reduced
Baxter Bros Inc34,386$6.28M1.13%+10.0%Added
PDS Planning, Inc34,496$6.30M1.14%−522−1.5%Reduced
Kingsview Wealth Management, LLC34,707$6.33M0.30%+5,434+18.6%Added
Cetera Advisors LLC34,820$6.36M0.14%−325−0.9%Reduced
Rowland & Co Investment Counsel34,855$6.36M1.63%+271+0.8%Added