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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 847 | $155.0K | 0.01% | +68+8.7% | Added |
| Stephens Investment Management Group LLC | 869 | $159.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 881 | $161.0K | 0.12% | −490−35.7% | Reduced |
| Curi Capital | 908 | $166.0K | 0.03% | +782+620.6% | Added |
| Atticus Wealth Management, LLC | 944 | $172.0K | 0.07% | +3+0.3% | Added |
| Tevis Investment Management | 944 | $174.0K | 0.17% | +183+24.0% | Added |
| Pinnacle Holdings, LLC | 986 | $180.0K | 0.08% | +986 | New |
| McCarthy Grittinger Financial Group, LLC | 992 | $181.1K | 0.08% | −42−4.1% | Reduced |
| Global Financial Private Client, LLC | 981 | $181.5K | 0.10% | +491+100.2% | Added |
| Essex Investment Management Co LLC | 999 | $182.0K | 0.03% | −102−9.3% | Reduced |
| Institutional & Family Asset Management, LLC | 995 | $182.0K | 0.03% | +459+85.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,020 | $186.0K | 0.04% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,027 | $187.0K | 0.01% | +404+64.8% | Added |
| Mirova | 1,035 | $188.0K | 0.03% | −2,295−68.9% | Reduced |
| Beacon Capital Management, LLC | 901 | $193.0K | 0.05% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,065 | $194.4K | 0.09% | +180+20.3% | Added |
| HHM Wealth Advisors, LLC | 1,073 | $196.0K | 0.05% | +67+6.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,080 | $197.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,077 | $197.0K | 0.02% | +453+72.6% | Added |
| Carmichael Hill & Associates, Inc. | 1,092 | $199.0K | 0.11% | −490−31.0% | Reduced |
| MQS Management LLC | 1,096 | $200.0K | 0.14% | +1,096 | New |
| Connectus Wealth, LLC | 1,096 | $200.0K | 0.00% | +1,096 | New |
| Northside Capital Management, LLC | 1,100 | $201.0K | 0.06% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,100 | $201.0K | 0.10% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 1,100 | $201.0K | 0.13% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,109 | $202.0K | 0.13% | +8+0.7% | Added |
| Private Ocean, LLC | 1,107 | $202.0K | 0.03% | +130+13.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,110 | $203.0K | 0.06% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 1,116 | $204.0K | 0.02% | −15−1.3% | Reduced |
| JB Capital LLC | 1,118 | $204.0K | 0.02% | +1+0.1% | Added |
| Clean Yield Group | 1,121 | $205.0K | 0.09% | −250−18.2% | Reduced |
| Bedel Financial Consulting, Inc. | 1,121 | $205.0K | 0.06% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,124 | $205.0K | 0.11% | +11+1.0% | Added |
| RMB Capital Management, LLC | 1,133 | $207.0K | 0.01% | +46+4.2% | Added |
| Connecticut Wealth Management, LLC | 1,134 | $207.0K | 0.02% | +1,134 | New |
| Garrison Point Advisors, LLC | 1,140 | $208.0K | 0.17% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,144 | $209.0K | 0.02% | −936−45.0% | Reduced |
| Holderness Investments Co | 1,145 | $209.0K | 0.09% | −60−5.0% | Reduced |
| Hudock, Inc. | 1,154 | $210.0K | 0.07% | +5+0.4% | Added |
| West Branch Capital LLC | 1,151 | $210.0K | 0.12% | +6+0.5% | Added |
| Steel Peak Wealth Management LLC | 1,157 | $211.0K | 0.02% | −2,094−64.4% | Reduced |
| Opal Wealth Advisors, LLC | 1,161 | $212.0K | 0.14% | −106−8.4% | Reduced |
| Beacon Financial Advisory LLC | 1,164 | $212.0K | 0.12% | +227+24.2% | Added |
| Independent Wealth Network Inc. | 1,165 | $213.0K | 0.15% | +19+1.7% | Added |
| Capital Advisors, Ltd. LLC | 1,171 | $214.0K | 0.04% | +29+2.5% | Added |
| Kenfarb & Co. | 1,000 | $214.0K | 0.17% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,679 | $215.0K | 0.14% | +500+42.4% | Added |
| Ellis Investment Partners, LLC | 1,178 | $215.0K | 0.06% | +8+0.7% | Added |
| Bickling Financial Services, Inc. | 1,181 | $216.0K | 0.14% | −24−2.0% | Reduced |
| Berger Financial Group, Inc | 1,189 | $217.0K | 0.03% | −103−8.0% | Reduced |
| Calton & Associates, Inc. | 1,194 | $218.0K | 0.12% | −153−11.4% | Reduced |
| Brown Advisory Securities, LLC | 1,197 | $218.0K | 0.21% | +51+4.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 1,200 | $219.0K | 0.07% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 1,208 | $220.0K | 0.10% | −69−5.4% | Reduced |
| Warren Averett Asset Management, LLC | 1,212 | $221.0K | 0.02% | −133−9.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,209 | $221.0K | 0.29% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,224 | $223.4K | 0.07% | +254+26.2% | Added |
| Walker Financial Services, Inc. | 1,227 | $224.0K | 0.22% | +10+0.8% | Added |
| Horizon Family Wealth, Inc. | 1,226 | $224.0K | 0.26% | −36−2.9% | Reduced |
| Nadler Financial Group, Inc. | 1,226 | $224.0K | 0.04% | −21−1.7% | Reduced |
| Trust Co | 1,228 | $224.0K | 0.05% | −12−1.0% | Reduced |
| Redmont Wealth Advisors LLC | 1,227 | $224.0K | 0.27% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,232 | $225.0K | 0.21% | −292−19.2% | Reduced |
| Mezzasalma Advisors, LLC | 1,233 | $225.0K | 0.19% | +68+5.8% | Added |
| FSM Wealth Advisors, LLC | 1,145 | $225.0K | 0.22% | +1,145 | New |
| Sunflower Bank, N.A. | 1,239 | $226.0K | 0.04% | −2,595−67.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,204 | $226.0K | 0.10% | −616−33.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,238 | $226.0K | 0.17% | −89−6.7% | Reduced |
| Madison Wealth Partners, Inc | 1,237 | $226.0K | 0.14% | +8+0.7% | Added |
| Aveo Capital Partners, LLC | 1,241 | $227.0K | 0.04% | −45−3.5% | Reduced |
| Southland Equity Partners LLC | 1,248 | $227.8K | 0.10% | +28+2.3% | Added |
| Wealthquest Corp | 1,254 | $228.0K | 0.03% | 00.0% | Unchanged |
| Derbend Asset Management | 1,256 | $229.0K | 0.19% | −106−7.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1,257 | $229.0K | 0.02% | +24+1.9% | Added |
| Key Financial Inc | 1,242 | $230.0K | 0.12% | 00.0% | Unchanged |
| Mma Asset Management LLC | 1,258 | $230.0K | 0.20% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,268 | $231.0K | 0.04% | −66−4.9% | Reduced |
| Vestor Capital, LLC | 1,275 | $233.0K | 0.03% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,274 | $233.0K | 0.07% | +65+5.4% | Added |
| Salomon & Ludwin, LLC | 1,275 | $233.0K | 0.04% | +190+17.5% | Added |
| Pinnacle Bancorp, Inc. | 1,284 | $234.0K | 0.10% | −15−1.2% | Reduced |
| L2 Asset Management, LLC | 1,287 | $235.0K | 0.17% | +33+2.6% | Added |
| KCS Wealth Advisory | 1,295 | $236.0K | 0.10% | 00.0% | Unchanged |
| BT Wealth Management LLC | 1,294 | $236.0K | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,298 | $237.0K | 0.05% | −27−2.0% | Reduced |
| Blue Barn Wealth, LLC | 1,298 | $237.0K | 0.18% | +1,298 | New |
| Dillon & Associates Inc | 1,302 | $238.0K | 0.05% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,303 | $238.0K | 0.06% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 1,291 | $239.0K | 0.18% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,311 | $239.0K | 0.00% | +55+4.4% | Added |
| Sunburst Financial Group, LLC | 1,309 | $239.0K | 0.11% | +88+7.2% | Added |
| Angeles Wealth Management, LLC | 1,326 | $242.0K | 0.05% | −6−0.5% | Reduced |
| Ssi Investment Management LLC | 1,319 | $242.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,315 | $243.0K | 0.09% | +257+24.3% | Added |
| LBMC Investment Advisors, LLC | 1,340 | $245.0K | 0.03% | −23−1.7% | Reduced |
| Osborne Partners Capital Management, LLC | 1,341 | $245.0K | 0.02% | −10−0.7% | Reduced |
| St Germain D J Co Inc | 1,342 | $245.0K | 0.02% | +30+2.3% | Added |
| Regents of the University of California | 1,350 | $246.0K | 0.05% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 1,355 | $247.0K | 0.20% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,352 | $247.0K | 0.11% | +55+4.2% | Added |