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 |
|---|---|---|---|---|---|
| Weatherly Asset Management L. P. | 2,694 | $492.0K | 0.07% | −80−2.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,699 | $493.0K | 0.32% | +2+0.1% | Added |
| Suncoast Equity Management | 2,703 | $493.0K | 0.09% | +2,703 | New |
| Robertson Stephens Wealth Management, LLC | 2,711 | $494.0K | 0.05% | −1,319−32.7% | Reduced |
| Mechanics Financial Corp | 2,705 | $494.0K | 0.30% | +30+1.1% | Added |
| Retirement Guys Formula LLC | 2,715 | $495.0K | 0.51% | +843+45.0% | Added |
| Roosevelt Investment Group LLC | 2,724 | $497.0K | 0.04% | +221+8.8% | Added |
| Renasant Bank | 2,721 | $497.0K | 0.41% | +384+16.4% | Added |
| Personal Cfo Solutions, LLC | 2,730 | $498.0K | 0.12% | +222+8.9% | Added |
| Sound View Wealth Advisors Group, LLC | 2,734 | $499.0K | 0.10% | −13−0.5% | Reduced |
| MidWestOne Financial Group, Inc. | 2,733 | $499.0K | 0.12% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 2,735 | $499.0K | 0.20% | +2,735 | New |
| Opus Capital Group, LLC | 2,762 | $504.0K | 0.10% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 2,761 | $504.0K | 0.30% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,684 | $504.0K | 0.11% | +146+5.8% | Added |
| David Loasby | 2,714 | $505.0K | 0.07% | +8+0.3% | Added |
| Vance Wealth, Inc. | 2,780 | $507.0K | 0.39% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,782 | $508.0K | 0.19% | +93+3.5% | Added |
| Continuum Advisory, LLC | 2,787 | $509.0K | 0.09% | +978+54.1% | Added |
| Reitz Capital Advisors LLC | 2,796 | $510.0K | 0.46% | +523+23.0% | Added |
| EPG Wealth Management LLC | 2,811 | $513.0K | 0.22% | +2,811 | New |
| Davidson Trust Co | 2,829 | $516.0K | 0.46% | −25−0.9% | Reduced |
| Gray Wealth Management Inc. | 2,833 | $517.0K | 0.31% | −16−0.6% | Reduced |
| FourThought Financial, LLC | 2,856 | $521.0K | 0.08% | −705−19.8% | Reduced |
| Ledyard National Bank | 2,851 | $521.0K | 0.06% | +258+9.9% | Added |
| King Wealth | 2,859 | $522.0K | 0.12% | +10.0% | Added |
| Hirtle Callaghan & Co LLC | 2,874 | $525.0K | 0.03% | −1,271−30.7% | Reduced |
| Roberts Glore & Co Inc | 2,883 | $526.0K | 0.18% | +18+0.6% | Added |
| Kolinsky Wealth Management, LLC | 2,894 | $528.0K | 0.62% | −39−1.3% | Reduced |
| Alliance Wealth Advisors, LLC | 2,890 | $528.0K | 0.46% | +14+0.5% | Added |
| Westhampton Capital, LLC | 2,900 | $529.0K | 0.37% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,900 | $529.0K | 0.25% | +100+3.6% | Added |
| WealthShield Partners, LLC | 2,905 | $530.0K | 0.11% | +3+0.1% | Added |
| Corrigan Financial, Inc. | 2,917 | $532.5K | 0.19% | 00.0% | Unchanged |
| RDA Financial Network | 2,920 | $533.0K | 0.27% | +63+2.2% | Added |
| Dana Investment Advisors, Inc. | 2,921 | $533.0K | 0.03% | +1,051+56.2% | Added |
| Indiana Trust & Investment Management CO | 2,929 | $535.0K | 0.30% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 2,943 | $537.0K | 0.15% | −500−14.5% | Reduced |
| Tower Wealth Partners, Inc. | 2,947 | $538.0K | 0.71% | +603+25.7% | Added |
| Cadence Bank NA | 2,963 | $540.0K | 0.18% | +411+16.1% | Added |
| DRW Securities, LLC | 2,959 | $540.0K | 0.14% | +2,959 | New |
| Krane Funds Advisors LLC | 2,978 | $544.0K | 0.02% | −1,600−34.9% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 2,979 | $544.0K | 0.18% | +325+12.2% | Added |
| Putnam Investments LLC | 2,988 | $545.0K | 0.00% | −17,336−85.3% | Reduced |
| Inscription Capital, LLC | 2,989 | $546.0K | 0.10% | +1,445+93.6% | Added |
| Mogy Joel R Investment Counsel Inc | 3,000 | $548.0K | 0.05% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 3,000 | $548.0K | 0.27% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 3,000 | $548.0K | 0.54% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 3,009 | $549.0K | 0.18% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 3,021 | $551.0K | 0.18% | +269+9.8% | Added |
| Red Wave Investments LLC | 3,025 | $552.0K | 0.23% | −220−6.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,022 | $552.0K | 0.18% | −40−1.3% | Reduced |
| MA Private Wealth | 3,110 | $553.0K | 0.13% | −117−3.6% | Reduced |
| McGuire Investment Group, LLC | 3,030 | $553.0K | 0.12% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,031 | $553.0K | 0.31% | +149+5.2% | Added |
| Segment Wealth Management, LLC | 3,041 | $555.0K | 0.07% | −1,333−30.5% | Reduced |
| ETF Managers Group, LLC | 3,072 | $556.0K | 0.02% | −1,080−26.0% | Reduced |
| Sargent Investment Group, LLC | 3,055 | $558.0K | 0.17% | −75−2.4% | Reduced |
| Hudson Capital Management LLC | 3,064 | $559.0K | 0.27% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,073 | $561.0K | 0.19% | +10.0% | Added |
| Barings LLC | 3,080 | $562.0K | 0.02% | +386+14.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,090 | $564.0K | 0.17% | −7−0.2% | Reduced |
| Kore Private Wealth LLC | 3,097 | $565.0K | 0.09% | −129−4.0% | Reduced |
| Center for Financial Planning, Inc. | 3,108 | $567.0K | 0.14% | −55−1.7% | Reduced |
| Octavia Wealth Advisors, LLC | 3,097 | $567.0K | 0.15% | +6+0.2% | Added |
| Beaumont Financial Partners, LLC | 3,103 | $567.0K | 0.05% | +38+1.2% | Added |
| Marble Harbor Investment Counsel, LLC | 3,110 | $568.0K | 0.09% | +1,230+65.4% | Added |
| Sun Life Financial INC | 3,115 | $570.0K | 0.04% | −130−4.0% | Reduced |
| Formidable Asset Management, LLC | 3,112 | $570.0K | 0.13% | +24+0.8% | Added |
| Cobblestone Capital Advisors LLC | 3,123 | $570.0K | 0.04% | +998+47.0% | Added |
| Intrua Financial, LLC | 3,130 | $571.0K | 0.12% | +1,563+99.7% | Added |
| Accuvest Global Advisors | 3,132 | $572.0K | 0.37% | +1,182+60.6% | Added |
| First Nebraska Trust Co | 3,159 | $576.6K | 0.08% | +18+0.6% | Added |
| E&G Advisors, LP | 3,162 | $577.0K | 0.20% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 3,169 | $578.0K | 0.05% | +62+2.0% | Added |
| Advisors Capital Management, LLC | 3,169 | $579.0K | 0.02% | +142+4.7% | Added |
| Selective Wealth Management, Inc. | 3,197 | $584.0K | 0.21% | +55+1.8% | Added |
| Montis Financial, LLC | 3,234 | $590.0K | 0.55% | −137−4.1% | Reduced |
| Burney Co | 3,235 | $591.0K | 0.03% | −49−1.5% | Reduced |
| Proficio Capital Partners LLC | 3,238 | $591.0K | 0.11% | +222+7.4% | Added |
| Fukoku Mutual Life Insurance Co | 3,260 | $595.0K | 0.05% | −220−6.3% | Reduced |
| Mascoma Wealth Management LLC | 3,259 | $595.0K | 0.20% | −41−1.2% | Reduced |
| Richwood Investment Advisors, LLC | 3,258 | $595.0K | 0.60% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,282 | $599.0K | 0.18% | +17+0.5% | Added |
| Powers Advisory Group, LLC | 3,282 | $599.0K | 0.46% | +20+0.6% | Added |
| First International Bank & Trust | 3,279 | $599.0K | 0.22% | +416+14.5% | Added |
| Nicolet Bankshares Inc | 3,287 | $600.0K | 0.16% | +443+15.6% | Added |
| Davidson Investment Advisors | 3,293 | $601.0K | 0.05% | −2,031−38.1% | Reduced |
| Royal Capital Wealth Management, LLC | 3,295 | $601.0K | 0.65% | −86−2.5% | Reduced |
| 55I, LLC | 3,298 | $602.0K | 0.02% | −1,799−35.3% | Reduced |
| Claro Advisors LLC | 3,305 | $603.0K | 0.24% | −602−15.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,308 | $604.0K | 0.03% | +79+2.4% | Added |
| Minot Wealth Management LLC | 3,313 | $605.0K | 0.16% | +137+4.3% | Added |
| Landmark Financial Advisors, LLC | 3,312 | $605.0K | 0.30% | −55−1.6% | Reduced |
| Cornerstone Capital, Inc. | 3,332 | $608.0K | 0.08% | −4,220−55.9% | Reduced |
| Successful Portfolios LLC | 3,331 | $608.0K | 0.41% | −5−0.1% | Reduced |
| Cornerstone Wealth Group, LLC | 3,337 | $609.0K | 0.13% | −11,972−78.2% | Reduced |
| SFMG, LLC | 3,364 | $614.0K | 0.07% | +33+1.0% | Added |
| Harvest Fund Management Co., Ltd | 3,374 | $616.0K | 0.17% | 00.0% | Unchanged |
| Montecito Bank & Trust | 3,378 | $617.0K | 0.15% | −526−13.5% | Reduced |