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 |
|---|---|---|---|---|---|
| Birch Capital Management, LLC | 35,086 | $6.40M | 4.57% | +2,734+8.5% | Added |
| Wambolt & Associates, LLC | 35,171 | $6.42M | 2.58% | −30.0% | Reduced |
| Bard Financial Services, Inc. | 35,200 | $6.42M | 0.59% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 35,291 | $6.44M | 0.84% | +3,137+9.8% | Added |
| O'Shaughnessy Asset Management, LLC | 35,642 | $6.51M | 0.12% | +10,448+41.5% | Added |
| Farmers & Merchants Investments Inc | 35,664 | $6.51M | 0.28% | −525−1.5% | Reduced |
| Motco | 35,690 | $6.51M | 0.49% | +18+0.1% | Added |
| Borer Denton & Associates, Inc. | 36,246 | $6.62M | 3.19% | +775+2.2% | Added |
| Red Door Wealth Management, LLC | 36,250 | $6.62M | 2.45% | −175−0.5% | Reduced |
| Whittier Trust Co | 36,358 | $6.64M | 0.13% | +1,026+2.9% | Added |
| Arrowstreet Capital, Limited Partnership | 36,368 | $6.64M | 0.01% | +26,594+272.1% | Added |
| tru Independence LLC | 36,425 | $6.65M | 2.14% | −398−1.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 36,506 | $6.66M | 0.68% | +1,213+3.4% | Added |
| EagleClaw Capital Managment, LLC | 36,540 | $6.67M | 1.81% | +400+1.1% | Added |
| Johnson Investment Counsel Inc | 36,840 | $6.72M | 0.10% | +4,546+14.1% | Added |
| Albion Financial Group | 36,938 | $6.74M | 0.67% | −580−1.5% | Reduced |
| Eastover Investment Advisors LLC | 36,977 | $6.75M | 4.12% | +483+1.3% | Added |
| Atlantic Union Bankshares Corp | 37,052 | $6.76M | 0.69% | −332−0.9% | Reduced |
| Captrust Financial Advisors | 37,077 | $6.77M | 0.04% | +4,962+15.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 37,975 | $6.93M | 0.43% | +1,910+5.3% | Added |
| Bank of New Hampshire | 38,082 | $6.95M | 2.01% | −76−0.2% | Reduced |
| JustInvest LLC | 38,126 | $6.96M | 0.32% | +10,048+35.8% | Added |
| WESPAC Advisors SoCal, LLC | 38,176 | $6.97M | 2.66% | −189−0.5% | Reduced |
| Davy Global Fund Management Ltd | 38,218 | $6.98M | 1.38% | −4,583−10.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 38,653 | $7.06M | 0.72% | +2,288+6.3% | Added |
| Eliot Finkel Investment Counsel, LLC | 38,865 | $7.09M | 5.14% | −80−0.2% | Reduced |
| Sky Investment Group LLC | 39,033 | $7.13M | 1.70% | −433−1.1% | Reduced |
| Garland Capital Management Inc | 39,075 | $7.13M | 5.33% | −660−1.7% | Reduced |
| Mattern Capital Management, LLC | 39,116 | $7.14M | 1.41% | +434+1.1% | Added |
| Crossmark Global Holdings, Inc. | 39,170 | $7.15M | 0.19% | +417+1.1% | Added |
| HBK Sorce Advisory LLC | 39,238 | $7.16M | 0.53% | −3,684−8.6% | Reduced |
| Morgan Dempsey Capital Management LLC | 39,314 | $7.18M | 2.19% | +1,088+2.8% | Added |
| CMG Global Holdings, LLC | 39,697 | $7.25M | 7.50% | +25+0.1% | Added |
| Ironwood Investment Counsel, LLC | 39,865 | $7.28M | 2.05% | +380+1.0% | Added |
| Greenwood Capital Associates LLC | 39,945 | $7.29M | 1.17% | +39,767+22,341.0% | Added |
| Riverview Capital Advisers, LLC | 40,235 | $7.34M | 4.06% | −65−0.2% | Reduced |
| Lazard Asset Management LLC | 40,427 | $7.38M | 0.01% | −240,640−85.6% | Reduced |
| New Mexico Educational Retirement Board | 40,462 | $7.39M | 0.36% | −1,900−4.5% | Reduced |
| Motley Fool Wealth Management, LLC | 40,642 | $7.42M | 0.47% | +22,769+127.4% | Added |
| Tompkins Financial Corp | 40,743 | $7.44M | 1.20% | +885+2.2% | Added |
| Dowling & Yahnke LLC | 40,843 | $7.46M | 0.35% | −371−0.9% | Reduced |
| Hennessy Advisors Inc | 40,900 | $7.47M | 0.45% | −300−0.7% | Reduced |
| Flputnam Investment Management Co | 41,145 | $7.51M | 0.28% | +2,483+6.4% | Added |
| Evercore Wealth Management, LLC | 41,190 | $7.52M | 0.16% | −185−0.4% | Reduced |
| Amica Mutual Insurance Co | 41,285 | $7.54M | 0.96% | +5,211+14.4% | Added |
| DuPont Capital Management Corp | 41,470 | $7.57M | 0.35% | −14,214−25.5% | Reduced |
| Sand Hill Global Advisors, LLC | 41,546 | $7.58M | 0.43% | −51−0.1% | Reduced |
| Visionary Wealth Advisors | 41,709 | $7.61M | 0.68% | +3,078+8.0% | Added |
| Waterfront Wealth Inc. | 41,739 | $7.62M | 3.08% | +486+1.2% | Added |
| Keystone Financial Planning, Inc. | 41,826 | $7.63M | 2.68% | +41,826 | New |
| Corbyn Investment Management Inc | 42,063 | $7.68M | 3.10% | −1,562−3.6% | Reduced |
| Live Oak Private Wealth LLC | 42,140 | $7.69M | 1.62% | +835+2.0% | Added |
| Argent Trust Co | 42,299 | $7.72M | 0.53% | +4,118+10.8% | Added |
| Shell Asset Management Co | 42,554 | $7.77M | 0.23% | −674−1.6% | Reduced |
| Richard Bernstein Advisors LLC | 42,878 | $7.83M | 0.17% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 42,926 | $7.84M | 0.34% | −34−0.1% | Reduced |
| Ibex Wealth Advisors | 42,994 | $7.85M | 1.81% | −9,456−18.0% | Reduced |
| Spinnaker Trust | 43,438 | $7.93M | 0.61% | +1,575+3.8% | Added |
| Intact Investment Management Inc. | 43,500 | $7.95M | 0.25% | −2,700−5.8% | Reduced |
| FIL Ltd | 43,537 | $7.95M | 0.01% | +15,616+55.9% | Added |
| Metropolitan Life Insurance Co | 43,572 | $7.95M | 0.35% | −768−1.7% | Reduced |
| Agf Investments Inc. | 44,066 | $8.04M | 0.07% | +11,140+33.8% | Added |
| Capital Fund Management S.A. | 44,079 | $8.05M | 0.22% | −7,780−15.0% | Reduced |
| MAI Capital Management | 44,639 | $8.15M | 0.16% | −1,265−2.8% | Reduced |
| Headinvest, LLC | 44,694 | $8.16M | 1.82% | +70.0% | Added |
| Prospera Financial Services Inc | 44,735 | $8.17M | 0.42% | +1,747+4.1% | Added |
| Beacon Financial Group | 44,627 | $8.18M | 1.22% | −628−1.4% | Reduced |
| Bayesian Capital Management, LP | 45,144 | $8.24M | 1.53% | +21,000+87.0% | Added |
| MainStreet Investment Advisors LLC | 45,155 | $8.24M | 0.95% | −117−0.3% | Reduced |
| Chartwell Investment Partners, LLC | 45,308 | $8.27M | 0.33% | −4,903−9.8% | Reduced |
| Stratos Wealth Partners, LTD. | 46,120 | $8.42M | 0.21% | −198−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 46,424 | $8.47M | 0.51% | +179+0.4% | Added |
| Glenview Trust Co | 46,995 | $8.58M | 0.32% | +253+0.5% | Added |
| KBC Group NV | 47,125 | $8.60M | 0.04% | −1,311−2.7% | Reduced |
| Tamar Securities, LLC | 47,271 | $8.63M | 2.83% | +10,223+27.6% | Added |
| Tufton Capital Management | 47,294 | $8.63M | 1.61% | −145−0.3% | Reduced |
| Louisiana State Employees Retirement System | 46,500 | $8.64M | 0.23% | +500+1.1% | Added |
| Tower Bridge Advisors | 47,941 | $8.75M | 0.71% | −130,495−73.1% | Reduced |
| Koshinski Asset Management, Inc. | 48,110 | $8.78M | 0.87% | −78−0.2% | Reduced |
| Holocene Advisors, LP | 48,227 | $8.80M | 0.05% | −463,277−90.6% | Reduced |
| ClariVest Asset Management LLC | 48,395 | $8.83M | 0.39% | −2,100−4.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 48,636 | $8.88M | 0.39% | +4,250+9.6% | Added |
| Oppenheimer & Co Inc | 48,675 | $8.88M | 0.19% | +1,015+2.1% | Added |
| Resources Management Corp | 49,068 | $8.96M | 1.45% | +1,563+3.3% | Added |
| BancorpSouth Bank | 49,417 | $9.02M | 1.30% | +238+0.5% | Added |
| Beacon Pointe Advisors, LLC | 49,644 | $9.06M | 0.19% | −14,510−22.6% | Reduced |
| Boston Common Asset Management, LLC | 49,711 | $9.07M | 0.45% | −13,124−20.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 49,805 | $9.09M | 0.52% | +14,657+41.7% | Added |
| TownSquare Capital, LLC | 50,200 | $9.16M | 0.26% | +35,589+243.6% | Added |
| Bokf, NA | 50,537 | $9.22M | 0.18% | −7,693−13.2% | Reduced |
| ARGI Investment Services, LLC | 50,780 | $9.27M | 0.31% | −141−0.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 50,779 | $9.27M | 1.07% | −71−0.1% | Reduced |
| Addenda Capital Inc. | 50,879 | $9.29M | 0.44% | +103+0.2% | Added |
| Hendley & Co Inc | 50,960 | $9.30M | 3.99% | +410+0.8% | Added |
| Wealthfront Advisers LLC | 50,976 | $9.30M | 0.05% | +7,661+17.7% | Added |
| Cetera Investment Advisers | 51,249 | $9.36M | 0.15% | +5,128+11.1% | Added |
| NewEdge Wealth, LLC | 51,729 | $9.44M | 0.43% | +20,676+66.6% | Added |
| Kestra Private Wealth Services, LLC | 51,878 | $9.47M | 0.54% | +7,389+16.6% | Added |
| Olstein Capital Management, L.P. | 52,000 | $9.49M | 1.42% | +11,000+26.8% | Added |
| Tobam | 52,303 | $9.55M | 0.60% | −36,240−40.9% | Reduced |