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 |
|---|---|---|---|---|---|
| Planning Center, Inc. | 1,332 | $247.0K | 0.19% | +50+3.9% | Added |
| Appleton Partners Inc | 1,358 | $248.0K | 0.02% | +208+18.1% | Added |
| ASB Consultores, LLC | 1,362 | $249.0K | 0.11% | −1,529−52.9% | Reduced |
| First PREMIER Bank | 1,367 | $249.0K | 0.07% | +30+2.2% | Added |
| CVA Family Office, LLC | 1,365 | $249.0K | 0.07% | +205+17.7% | Added |
| Indie Asset Partners, LLC | 1,372 | $250.0K | 0.22% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 1,370 | $250.0K | 0.12% | +40+3.0% | Added |
| Brown, Lisle/Cummings, Inc. | 1,373 | $250.6K | 0.14% | +126+10.1% | Added |
| Raleigh Capital Management Inc. | 1,374 | $251.0K | 0.14% | +1,374 | New |
| Stamos Capital Partners, L.P. | 1,380 | $252.0K | 0.08% | −8,420−85.9% | Reduced |
| Elgethun Capital Management | 1,393 | $252.0K | 0.10% | +11+0.8% | Added |
| Acorn Financial Advisory Services Inc | 1,391 | $254.0K | 0.06% | −37−2.6% | Reduced |
| Knightsbridge Asset Management, LLC | 1,394 | $255.0K | 0.05% | +236+20.4% | Added |
| Providence Wealth Advisors, LLC | 1,389 | $255.0K | 0.18% | +330+31.2% | Added |
| Northwest Wealth Management, LLC | 1,396 | $255.0K | 0.11% | +452+47.9% | Added |
| Quadrant Private Wealth Management, LLC | 1,400 | $256.0K | 0.11% | −383−21.5% | Reduced |
| Summit Financial Group Inc | 1,402 | $256.0K | 0.10% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,403 | $256.0K | 0.20% | +1,403 | New |
| Eagle Bay Advisors LLC | 1,406 | $256.7K | 0.16% | +960+215.2% | Added |
| Tiemann Investment Advisors, LLC | 1,407 | $257.0K | 0.14% | −110−7.3% | Reduced |
| Modera Wealth Management, LLC | 1,423 | $260.0K | 0.01% | +273+23.7% | Added |
| Wealth Effects LLC | 1,427 | $261.0K | 0.16% | −195−12.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,441 | $263.0K | 0.25% | +20+1.4% | Added |
| Fieldpoint Private Securities, LLC | 1,439 | $263.0K | 0.08% | +267+22.8% | Added |
| Capstone Wealth Management Group, LLC | 1,448 | $264.0K | 0.32% | +9+0.6% | Added |
| First Interstate Bank | 1,445 | $264.0K | 0.02% | +1,445 | New |
| Capital Advisors Wealth Management, LLC | 1,453 | $265.0K | 0.09% | +1,453 | New |
| Harvey Investment Co LLC | 1,458 | $266.0K | 0.04% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,459 | $266.0K | 0.02% | +36+2.5% | Added |
| Quantum Financial Advisors, LLC | 1,319 | $267.0K | 0.10% | +1,319 | New |
| U S Global Investors Inc | 1,469 | $268.0K | 0.01% | +18+1.2% | Added |
| Sanders Morris Harris LLC | 1,470 | $268.0K | 0.06% | +200+15.7% | Added |
| Insight Advisors, LLC | 1,390 | $270.0K | 0.09% | −47−3.3% | Reduced |
| Compass Financial Advisors LLC | 1,485 | $271.0K | 0.37% | +4+0.3% | Added |
| Ambassador Advisors, LLC | 1,484 | $271.0K | 0.06% | +6+0.4% | Added |
| Braun-Bostich & Associates Inc. | 1,489 | $272.0K | 0.71% | −523−26.0% | Reduced |
| Enhancing Capital LLC | 1,492 | $272.0K | 0.32% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 1,492 | $272.0K | 0.15% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 1,492 | $272.0K | 0.03% | +18+1.2% | Added |
| Grant/GrossMendelsohn, LLC | 1,527 | $273.0K | 0.15% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 1,494 | $273.0K | 0.04% | +1,494 | New |
| QVR LLC | 1,500 | $274.0K | 0.22% | −664−30.7% | Reduced |
| Rbo & Co LLC | 1,500 | $274.0K | 0.05% | 00.0% | Unchanged |
| SBK Financial, Inc. | 1,500 | $274.0K | 0.36% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,504 | $274.0K | 0.19% | +26+1.8% | Added |
| Gamco Investors, Inc. Et Al | 1,510 | $276.0K | 0.00% | −67−4.2% | Reduced |
| Boltwood Capital Management | 1,510 | $276.0K | 0.12% | −35−2.3% | Reduced |
| Berkeley Capital Partners, LLC | 1,514 | $276.0K | 0.11% | +50+3.4% | Added |
| Advus Financial Partners, LLC | 1,512 | $276.0K | 0.15% | +162+12.0% | Added |
| TCI Wealth Advisors, Inc. | 1,525 | $278.0K | 0.04% | −73−4.6% | Reduced |
| Aspiriant, LLC | 1,523 | $278.0K | 0.01% | −44−2.8% | Reduced |
| Coyle Financial Counsel LLC | 1,522 | $278.0K | 0.15% | +4+0.3% | Added |
| Saxon Interests, Inc. | 1,537 | $281.0K | 0.17% | +413+36.7% | Added |
| Bill Few Associates, Inc. | 1,545 | $282.0K | 0.18% | −250−13.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,549 | $282.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,547 | $282.0K | 0.06% | +7+0.5% | Added |
| Sittner & Nelson, LLC | 1,545 | $282.0K | 0.18% | +402+35.2% | Added |
| Transparent Wealth Partners LLC | 1,556 | $284.0K | 0.25% | +1,556 | New |
| Covestor Ltd | 1,561 | $285.0K | 0.23% | +359+29.9% | Added |
| Sage Rhino Capital LLC | 1,571 | $287.0K | 0.11% | −21−1.3% | Reduced |
| Hall Laurie J Trustee | 1,570 | $287.0K | 0.13% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 1,589 | $290.0K | 0.11% | +1+0.1% | Added |
| Becker Capital Management Inc | 1,586 | $290.0K | 0.01% | +1+0.1% | Added |
| Laird Norton Trust Company, LLC | 1,595 | $291.0K | 0.04% | −431−21.3% | Reduced |
| Symphony Financial, Ltd. Co. | 1,607 | $291.0K | 0.09% | +8+0.5% | Added |
| Kercheville Advisors, LLC | 1,601 | $292.0K | 0.19% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,608 | $294.0K | 0.06% | +8+0.5% | Added |
| TCWP LLC | 1,617 | $295.0K | 0.06% | −288−15.1% | Reduced |
| Icapital Wealth LLC | 1,617 | $295.0K | 0.19% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,619 | $296.0K | 0.14% | −29−1.8% | Reduced |
| Pacer Advisors, Inc. | 1,625 | $297.0K | 0.00% | −37,273−95.8% | Reduced |
| WBH Advisory Inc | 1,608 | $297.0K | 0.04% | +1+0.1% | Added |
| Engineers Gate Manager LP | 1,630 | $298.0K | 0.01% | −4,400−73.0% | Reduced |
| West Family Investments, Inc. | 1,638 | $299.0K | 0.12% | −422−20.5% | Reduced |
| Aspire Capital Advisors LLC | 1,640 | $299.0K | 0.23% | −200−10.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,645 | $300.0K | 0.00% | −288,425−99.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,645 | $300.0K | 0.01% | −851−34.1% | Reduced |
| WMS Partners, LLC | 1,646 | $300.0K | 0.05% | +14+0.9% | Added |
| Latitude Advisors, LLC | 1,651 | $301.0K | 0.28% | −3,116−65.4% | Reduced |
| Essex LLC | 1,676 | $306.0K | 0.09% | +1+0.1% | Added |
| West Michigan Advisors, LLC | 1,676 | $306.0K | 0.26% | +212+14.5% | Added |
| Montag & Caldwell, LLC | 1,682 | $307.0K | 0.04% | +1,682 | New |
| Meadow Creek Wealth Advisors LLC | 1,690 | $308.0K | 0.38% | −233−12.1% | Reduced |
| M. Kraus & Co | 1,688 | $308.0K | 0.12% | 00.0% | Unchanged |
| WD Rutherford LLC | 1,690 | $308.0K | 0.24% | +310+22.5% | Added |
| Everhart Financial Group, Inc. | 1,703 | $310.0K | 0.19% | +1,703 | New |
| Wellington Shields & Co., LLC | 1,705 | $311.0K | 0.08% | −350−17.0% | Reduced |
| Vigilare Wealth Management | 1,706 | $311.0K | 0.34% | +2+0.1% | Added |
| Intercontinental Wealth Advisors, LLC | 1,702 | $311.0K | 0.08% | +596+53.9% | Added |
| Security National Bank of So Dak | 1,708 | $312.0K | 0.26% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,716 | $313.0K | 0.65% | +1,716 | New |
| West Coast Financial LLC | 1,721 | $314.0K | 0.06% | −167−8.8% | Reduced |
| LWM Advisory Services, LLC | 1,725 | $315.0K | 0.38% | +1,725 | New |
| Wealth Management Associates, Inc. | 1,738 | $317.3K | 0.22% | +68+4.1% | Added |
| Tradition Wealth Management, LLC | 1,744 | $318.0K | 0.05% | −658−27.4% | Reduced |
| Certified Advisory Corp | 1,742 | $318.0K | 0.07% | +3+0.2% | Added |
| CoreCap Advisors, LLC | 1,748 | $319.0K | 0.02% | −148−7.8% | Reduced |
| Simplicity Wealth,LLC | 1,749 | $319.0K | 0.47% | −59−3.3% | Reduced |
| Brewin Dolphin Ltd | 1,746 | $319.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,766 | $322.0K | 0.08% | +200+12.8% | Added |