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
- 2,152
- −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
- 1,053 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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 207 | $38.0K | 0.00% | +30+16.9% | Added |
| Bell Investment Advisors, Inc | 208 | $38.0K | 0.01% | +208 | New |
| Win Advisors, Inc | 213 | $39.0K | 0.08% | +90+73.2% | Added |
| Coastal Capital Group, Inc. | 221 | $40.0K | 0.01% | −1,674−88.3% | Reduced |
| Piscataqua Savings Bank | 218 | $40.0K | 0.04% | −50−18.7% | Reduced |
| Gould Capital, LLC | 227 | $41.0K | 0.03% | 00.0% | Unchanged |
| Rational Advisors LLC | 227 | $41.0K | 0.00% | +35+18.2% | Added |
| WFA of San Diego, LLC | 230 | $42.0K | 0.04% | +230 | New |
| BDO Wealth Advisors, LLC | 236 | $43.0K | 0.01% | −70−22.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 237 | $43.0K | 0.02% | +10+4.4% | Added |
| Westside Investment Management, Inc. | 246 | $44.0K | 0.00% | −5−2.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 248 | $44.0K | 0.04% | +3+1.2% | Added |
| RWM Asset Management, LLC | 245 | $45.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 259 | $47.0K | 0.03% | +104+67.1% | Added |
| M&R Capital Management Inc | 267 | $48.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 263 | $48.0K | 0.02% | +164+165.7% | Added |
| HC Financial Advisors Inc | 276 | $50.0K | 0.03% | +61+28.4% | Added |
| Annapolis Financial Services, LLC | 281 | $51.0K | 0.02% | +1+0.4% | Added |
| Vectors Research Management, LLC | 280 | $51.0K | 0.01% | +25+9.8% | Added |
| Lansing Street Advisors | 280 | $51.0K | 0.04% | +2+0.7% | Added |
| Steward Financial Group LLC | 281 | $51.0K | 0.04% | +131+87.3% | Added |
| First Financial Corp | 289 | $53.0K | 0.03% | −38−11.6% | Reduced |
| Financial Perspectives, Inc | 293 | $53.5K | 0.03% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 300 | $55.0K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 300 | $55.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 316 | $58.0K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 318 | $58.0K | 0.04% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 324 | $59.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 338 | $62.0K | 0.02% | −70−17.2% | Reduced |
| Earnest Partners LLC | 338 | $62.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 340 | $62.0K | 0.05% | +40+13.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 350 | $64.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 350 | $64.0K | 0.06% | +179+104.7% | Added |
| Cascade Investment Advisors, Inc. | 355 | $64.8K | 0.05% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 361 | $66.0K | 0.02% | −10−2.7% | Reduced |
| Macroview Investment Management LLC | 384 | $70.0K | 0.12% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 390 | $71.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 396 | $72.0K | 0.03% | −20−4.8% | Reduced |
| Addison Advisors LLC | 402 | $73.0K | 0.04% | −116−22.4% | Reduced |
| FAI Wealth Management | 400 | $73.0K | 0.07% | 00.0% | Unchanged |
| Family CFO Inc | 400 | $73.0K | 0.08% | 00.0% | Unchanged |
| Schubert & Co | 409 | $75.0K | 0.07% | +63+18.2% | Added |
| Riverview Trust Co | 421 | $77.0K | 0.07% | −47−10.0% | Reduced |
| Column Capital Advisors, LLC | 430 | $79.0K | 0.02% | −105−19.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 445 | $81.0K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 451 | $82.0K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 446 | $82.0K | 0.06% | +1+0.2% | Added |
| Castle Wealth Management LLC | 461 | $84.0K | 0.05% | +461 | New |
| BerganKDV Wealth Management, LLC | 471 | $86.0K | 0.01% | −30−6.0% | Reduced |
| Tyler-Stone Wealth Management | 475 | $87.0K | 0.06% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 476 | $87.0K | 0.01% | +226+90.4% | Added |
| Crewe Advisors LLC | 482 | $88.0K | 0.02% | +339+237.1% | Added |
| Joseph P. Lucia & Associates, LLC | 500 | $91.0K | 0.06% | −100−16.7% | Reduced |
| Blume Capital Management, Inc. | 499 | $91.0K | 0.04% | −25−4.8% | Reduced |
| Norwood Financial Corp | 500 | $91.0K | 0.16% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 500 | $91.0K | 0.07% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 504 | $92.0K | 0.02% | −25−4.7% | Reduced |
| Tacita Capital Inc | 505 | $92.0K | 0.06% | 00.0% | Unchanged |
| Arlington Partners LLC | 506 | $92.0K | 0.03% | +189+59.6% | Added |
| Larson Financial Group LLC | 510 | $93.0K | 0.02% | +23+4.7% | Added |
| Chilton Capital Management LLC | 510 | $93.0K | 0.01% | +510 | New |
| American Research & Management Co. | 513 | $94.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 528 | $96.0K | 0.02% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 530 | $96.7K | 0.06% | 00.0% | Unchanged |
| Monolith Advisors | 532 | $97.0K | 0.10% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 534 | $98.0K | 0.08% | +534 | New |
| Sierra Capital LLC | 542 | $99.0K | 0.02% | −6−1.1% | Reduced |
| Carolinas Wealth Consulting LLC | 555 | $101.0K | 0.03% | +5+0.9% | Added |
| TFC Financial Management | 567 | $104.0K | 0.03% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 591 | $108.0K | 0.00% | −139−19.0% | Reduced |
| Credit Agricole S A | 600 | $110.0K | 0.00% | −2,613−81.3% | Reduced |
| Highlander Capital Management, LLC | 600 | $110.0K | 0.06% | 00.0% | Unchanged |
| First Command Bank | 609 | $111.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 609 | $111.0K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 611 | $112.0K | 0.00% | −601−49.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 613 | $112.0K | 0.06% | +613 | New |
| Atlas Capital Advisors LLC | 624 | $113.9K | 0.02% | +25+4.2% | Added |
| Rock Creek Group, LP | 623 | $114.0K | 0.01% | +24+4.0% | Added |
| CenterStar Asset Management, LLC | – | $114.0K | 0.12% | – | New |
| Old Second National Bank of Aurora | 630 | $115.0K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 630 | $115.0K | 0.04% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 636 | $116.1K | 0.05% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 660 | $120.0K | 0.04% | −5−0.8% | Reduced |
| JNBA Financial Advisors | 678 | $124.0K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 677 | $124.0K | 0.09% | +3+0.4% | Added |
| Missouri Trust & Investment Co | 685 | $125.0K | 0.08% | 00.0% | Unchanged |
| MCF Advisors LLC | 692 | $126.0K | 0.01% | +23+3.4% | Added |
| Ellevest, Inc. | 706 | $129.0K | 0.01% | −49−6.5% | Reduced |
| Ahrens Investment Partners LLC | 729 | $133.0K | 0.06% | −155−17.5% | Reduced |
| JJJ Advisors Inc. | 704 | $137.0K | 0.04% | +513+268.6% | Added |
| Toth Financial Advisory Corp | 755 | $138.0K | 0.02% | +35+4.9% | Added |
| Tucker Asset Management LLC | 789 | $143.9K | 0.05% | +12+1.5% | Added |
| LSV Asset Management | 800 | $146.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 797 | $146.0K | 0.14% | +5+0.6% | Added |
| Sound Income Strategies, LLC | 800 | $146.0K | 0.02% | +32+4.2% | Added |
| Lee Financial Co | 823 | $150.0K | 0.03% | −89−9.8% | Reduced |
| CNB Bank | 825 | $150.0K | 0.10% | −50−5.7% | Reduced |
| MV Capital Management, Inc. | 834 | $152.0K | 0.03% | −33−3.8% | Reduced |
| Webster Bank, N. A. | 843 | $153.0K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 850 | $155.0K | 0.05% | −24−2.7% | Reduced |