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 |
|---|---|---|---|---|---|
| Keel Point, LLC | 1,591 | $322.0K | 0.05% | +486+44.0% | Added |
| CWA Asset Management Group, LLC | 1,767 | $323.0K | 0.03% | +124+7.5% | Added |
| Wellington Shields Capital Management, LLC | 1,778 | $324.0K | 0.04% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 1,777 | $325.0K | 0.00% | −41−2.3% | Reduced |
| Creative Financial Designs Inc | 1,780 | $325.0K | 0.05% | 00.0% | Unchanged |
| Trust Co of Kansas | 1,785 | $326.0K | 0.19% | −40−2.2% | Reduced |
| Legacy Bridge, LLC | 1,792 | $327.0K | 0.24% | −25−1.4% | Reduced |
| Cladis Investment Advisory, LLC | 1,798 | $328.2K | 0.33% | +1+0.1% | Added |
| Fort Sheridan Advisors LLC | 1,800 | $329.0K | 0.11% | −600−25.0% | Reduced |
| First Pacific Advisors, LP | 1,800 | $329.0K | 0.00% | +1,800 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,814 | $331.0K | 0.04% | −73−3.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,830 | $332.0K | 0.30% | +34+1.9% | Added |
| Newbridge Financial Services Group, Inc. | 1,823 | $333.0K | 0.21% | −206−10.2% | Reduced |
| NovaPoint Capital, LLC | 1,824 | $333.0K | 0.14% | +174+10.5% | Added |
| Herold Advisors, Inc. | 1,829 | $333.0K | 0.15% | +215+13.3% | Added |
| Platte River Wealth Advisors, LLC | 1,835 | $335.0K | 0.15% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 1,841 | $336.0K | 0.21% | −695−27.4% | Reduced |
| Platform Technology Partners | 1,840 | $336.0K | 0.18% | +238+14.9% | Added |
| Argent Capital Management LLC | 1,847 | $337.0K | 0.01% | −151,696−98.8% | Reduced |
| Abacus Wealth Partners, LLC | 1,857 | $338.9K | 0.18% | +2+0.1% | Added |
| Texas Capital Bancshares Inc | 1,859 | $339.0K | 0.26% | −4−0.2% | Reduced |
| WC Walker & Associates, Inc. | 1,872 | $342.0K | 0.20% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,882 | $343.0K | 0.03% | −1,440−43.3% | Reduced |
| Staley Capital Advisers Inc | 1,881 | $343.0K | 0.02% | +1+0.1% | Added |
| Lester Murray Antman dba SimplyRich | 1,882 | $343.0K | 0.14% | 00.0% | Unchanged |
| River & Mercantile Investments Ltd | 1,895 | $346.0K | 0.10% | −1,085−36.4% | Reduced |
| Stokes Family Office, LLC | 1,903 | $347.0K | 0.05% | −100−5.0% | Reduced |
| BLB&B Advisors, LLC | 1,899 | $347.0K | 0.03% | −100−5.0% | Reduced |
| Buckley Wealth Management, LLC | 1,900 | $347.0K | 0.11% | +1,900 | New |
| Vicus Capital | 1,917 | $350.0K | 0.04% | +137+7.7% | Added |
| Weybosset Research & Management LLC | 1,919 | $350.0K | 0.17% | +1,919 | New |
| Colonial River Wealth Management, LLC | 1,924 | $351.0K | 0.23% | +211+12.3% | Added |
| West Bancorporation Inc | 1,930 | $352.0K | 0.25% | −135−6.5% | Reduced |
| Perennial Investment Advisors, LLC | 1,932 | $352.0K | 0.14% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 1,937 | $354.0K | 0.17% | −164−7.8% | Reduced |
| Swarthmore Group Inc | 1,944 | $355.0K | 0.14% | −31,057−94.1% | Reduced |
| TNF LLC | 1,888 | $355.0K | 0.17% | −564−23.0% | Reduced |
| Bray Capital Advisors | 1,947 | $355.0K | 0.11% | +7+0.4% | Added |
| Greenwood Gearhart Inc | 1,945 | $355.0K | 0.06% | +81+4.3% | Added |
| Ridgecrest Wealth Partners, LLC | 1,944 | $355.0K | 0.26% | +181+10.3% | Added |
| Verus Capital Partners, LLC | 1,937 | $356.0K | 0.07% | −392−16.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,950 | $356.0K | 0.12% | +88+4.7% | Added |
| Investment Advisory Services Inc | 1,958 | $357.0K | 0.21% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,962 | $358.0K | 0.06% | +1,962 | New |
| PFS Partners, LLC | 1,963 | $358.3K | 0.35% | 00.0% | Unchanged |
| Univest Financial Corp | 1,969 | $359.0K | 0.12% | −94−4.6% | Reduced |
| Crestwood Advisors Group LLC | 1,968 | $359.0K | 0.01% | +86+4.6% | Added |
| Benedict Financial Advisors Inc | 1,969 | $360.0K | 0.11% | +11+0.6% | Added |
| Reynders McVeigh Capital Management, LLC | 1,972 | $360.0K | 0.03% | +1,034+110.2% | Added |
| Premier Asset Management LLC | 1,851 | $361.0K | 0.29% | −1,197−39.3% | Reduced |
| Sather Financial Group Inc | 1,979 | $361.0K | 0.04% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,930 | $362.0K | 0.36% | −113−5.5% | Reduced |
| Vista Capital Partners, Inc. | 1,985 | $362.0K | 0.06% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,985 | $362.0K | 0.18% | +57+3.0% | Added |
| Avestar Capital, LLC | 1,989 | $363.0K | 0.10% | +326+19.6% | Added |
| Smithfield Trust Co | 1,993 | $364.0K | 0.03% | +75+3.9% | Added |
| Merriman Wealth Management, LLC | 2,001 | $365.0K | 0.03% | −119,717−98.4% | Reduced |
| Round Table Services, LLC | 2,000 | $365.0K | 0.07% | −98−4.7% | Reduced |
| Rice Partnership, LLC | 2,000 | $365.0K | 0.13% | 00.0% | Unchanged |
| FIDELIS iM, LLC | 2,000 | $365.0K | 0.24% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,004 | $366.0K | 0.11% | −36−1.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,003 | $366.0K | 0.09% | +95+5.0% | Added |
| Caerus Investment Advisors, LLC | 2,006 | $366.0K | 0.44% | −200−9.1% | Reduced |
| Schrum Private Wealth Management LLC | 2,010 | $367.0K | 0.41% | −60−2.9% | Reduced |
| Abacus Planning Group, Inc. | 2,011 | $367.0K | 0.11% | +387+23.8% | Added |
| Bellevue Asset Management, LLC | 2,016 | $369.0K | 0.27% | +1,112+123.0% | Added |
| New England Asset Management Inc | 2,030 | $371.0K | 0.01% | +956+89.0% | Added |
| Budros, Ruhlin & Roe, Inc. | 2,038 | $372.0K | 0.04% | +72+3.7% | Added |
| Aua Capital Management, LLC | 2,041 | $373.0K | 0.22% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,043 | $373.0K | 0.26% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,047 | $374.0K | 0.06% | +464+29.3% | Added |
| VELA Investment Management, LLC | 2,048 | $374.0K | 0.21% | +2,048 | New |
| HFR Wealth Management, LLC | 2,056 | $375.0K | 0.11% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,077 | $379.0K | 0.04% | −56−2.6% | Reduced |
| Drake & Associates, LLC | 2,081 | $380.0K | 0.21% | +2,081 | New |
| Old Mission Investment Co LLC | 2,087 | $381.0K | 0.17% | −193−8.5% | Reduced |
| Gouws Capital LLC | 2,090 | $382.0K | 0.36% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,097 | $383.0K | 0.28% | −58−2.7% | Reduced |
| FinTrust Capital Advisors, LLC | 2,045 | $384.0K | 0.10% | +10+0.5% | Added |
| Matrix Private Capital Group LLC | 2,105 | $384.0K | 0.22% | +183+9.5% | Added |
| Prestige Wealth Management Group LLC | 2,104 | $384.0K | 0.10% | +560+36.3% | Added |
| Enterprise Financial Services Corp | 2,117 | $386.0K | 0.08% | +74+3.6% | Added |
| Cornerstone Advisory, LLC | 2,117 | $387.0K | 0.09% | −1,016−32.4% | Reduced |
| Sofos Investments, Inc. | 1,464 | $387.0K | 0.04% | −285−16.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,121 | $387.0K | 0.17% | +70+3.4% | Added |
| Joel Isaacson & Co., LLC | 2,121 | $387.0K | 0.03% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,097 | $388.0K | 0.10% | −412−16.4% | Reduced |
| Allen Capital Group, LLC | 2,128 | $388.0K | 0.08% | 00.0% | Unchanged |
| First Bank & Trust | 2,126 | $388.0K | 0.13% | +1,825+606.3% | Added |
| Darrow Company, Inc. | 2,128 | $388.0K | 0.38% | +2,128 | New |
| Accurate Wealth Management, LLC | 2,143 | $392.0K | 0.21% | −178−7.7% | Reduced |
| Aire Advisors, LLC | 2,136 | $392.0K | 0.14% | −41−1.9% | Reduced |
| Lake Street Financial LLC | 2,159 | $394.0K | 0.08% | −870−28.7% | Reduced |
| Stony Point Wealth Management Inc. | 2,169 | $396.0K | 0.26% | +246+12.8% | Added |
| TBH Global Asset Management, LLC | 2,172 | $397.0K | 0.09% | +301+16.1% | Added |
| GW Henssler & Associates Ltd | 2,181 | $398.0K | 0.03% | −167−7.1% | Reduced |
| Perfromance Wealth Partners, LLC | 2,190 | $400.0K | 0.02% | +299+15.8% | Added |
| Aries Wealth Management | 2,196 | $401.0K | 0.18% | +2,196 | New |
| WealthBridge Capital Management, LLC | 2,195 | $401.0K | 0.17% | +2,195 | New |
| Ti-Trust, Inc | 2,201 | $402.0K | 0.41% | 00.0% | Unchanged |