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 |
|---|---|---|---|---|---|
| DSC Advisors, L.P. | 3,381 | $617.0K | 0.62% | −522−13.4% | Reduced |
| Summit X, LLC | 3,395 | $623.0K | 0.18% | +5+0.1% | Added |
| Tocqueville Asset Management L.P. | 3,415 | $623.0K | 0.01% | +200+6.2% | Added |
| Northstar Advisory Group, LLC | 3,423 | $625.0K | 0.46% | −211−5.8% | Reduced |
| Family Legacy, Inc. | 3,484 | $625.0K | 0.30% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 3,424 | $625.0K | 0.18% | −2−0.1% | Reduced |
| Douglas Lane & Associates, LLC | 3,436 | $627.0K | 0.01% | −104−2.9% | Reduced |
| Ausdal Financial Partners, Inc. | 3,436 | $627.0K | 0.09% | +358+11.6% | Added |
| Baker Ellis Asset Management LLC | 3,439 | $628.0K | 0.13% | −21−0.6% | Reduced |
| Roble, Belko & Company, Inc | 3,444 | $629.0K | 0.14% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,453 | $630.0K | 0.14% | +595+20.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,460 | $632.0K | 0.13% | +608+21.3% | Added |
| GraniteShares Advisors LLC | 3,472 | $633.0K | 0.46% | −421−10.8% | Reduced |
| Grove Bank & Trust | 3,471 | $633.0K | 0.15% | −365−9.5% | Reduced |
| Morris Retirement Advisors, LLC | 3,474 | $634.0K | 0.55% | +10.0% | Added |
| Archer Investment Corp | 3,482 | $635.6K | 0.26% | +432+14.2% | Added |
| Highland Private Wealth Management | 3,492 | $637.0K | 0.10% | +511+17.1% | Added |
| NTB Financial Corp | 3,497 | $638.0K | 0.52% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 3,504 | $640.0K | 0.09% | +10.0% | Added |
| IFG Advisors, LLC | 3,507 | $640.0K | 0.32% | +10+0.3% | Added |
| Summit Asset Management, LLC | 3,519 | $642.0K | 0.20% | +175+5.2% | Added |
| AlphaMark Advisors, LLC | 3,518 | $642.0K | 0.30% | +308+9.6% | Added |
| Cribstone Capital Management, LLC | 3,532 | $645.0K | 0.40% | +641+22.2% | Added |
| World Equity Group, Inc. | 3,542 | $646.5K | 0.16% | +189+5.6% | Added |
| Level Four Advisory Services, LLC | 3,549 | $648.0K | 0.06% | −246−6.5% | Reduced |
| McAdam, LLC | 3,554 | $649.0K | 0.07% | −29−0.8% | Reduced |
| Defined Wealth Management, LLC | 3,556 | $649.0K | 0.67% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,570 | $652.0K | 0.24% | +10+0.3% | Added |
| Thomasville National Bank | 3,576 | $653.0K | 0.07% | −56−1.5% | Reduced |
| Carl P. Sherr & Co., LLC | 3,591 | $655.0K | 0.49% | −292−7.5% | Reduced |
| Dakota Wealth Management | 3,586 | $655.0K | 0.06% | −271−7.0% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,593 | $656.0K | 0.55% | +10.0% | Added |
| Corrado Advisors, LLC | 3,597 | $657.0K | 0.47% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 3,601 | $657.0K | 0.07% | +1,066+42.1% | Added |
| Pflug Koory, LLC | 3,623 | $661.0K | 0.38% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,624 | $662.0K | 0.02% | −56−1.5% | Reduced |
| Childress Capital Advisors, LLC | 3,660 | $668.0K | 0.26% | +177+5.1% | Added |
| Gilman Hill Asset Management, LLC | 3,665 | $669.0K | 0.14% | +990+37.0% | Added |
| Greenwich Wealth Management LLC | 3,671 | $670.0K | 0.09% | +173+4.9% | Added |
| Field & Main Bank | 3,678 | $671.0K | 0.43% | +178+5.1% | Added |
| Tradewinds, LLC. | 3,688 | $673.0K | 0.46% | +3,688 | New |
| Titleist Asset Management, Ltd. | 3,741 | $683.0K | 0.17% | −332−8.2% | Reduced |
| Concord Wealth Partners | 3,744 | $683.0K | 0.19% | −143−3.7% | Reduced |
| Sterling Financial Planning, Inc. | 3,749 | $684.0K | 0.48% | +472+14.4% | Added |
| Diamant Asset Management, Inc. | 3,750 | $685.0K | 0.62% | 00.0% | Unchanged |
| Country Trust Bank | 3,756 | $686.0K | 0.02% | 00.0% | Unchanged |
| Patten Group, Inc. | 3,700 | $689.0K | 0.22% | +11+0.3% | Added |
| Kingfisher Capital LLC | 3,777 | $690.0K | 0.20% | +10.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,791 | $692.0K | 0.05% | +76+2.0% | Added |
| Altus Wealth Group LLC | 3,811 | $694.0K | 0.69% | −298−7.3% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,810 | $695.0K | 0.15% | −470−11.0% | Reduced |
| Virtue Capital Management, LLC | 3,823 | $698.0K | 0.11% | −4,038−51.4% | Reduced |
| Simon Quick Advisors, LLC | 3,554 | $699.0K | 0.09% | +3,197+895.5% | Added |
| Acropolis Investment Management, LLC | 3,835 | $700.0K | 0.07% | +354+10.2% | Added |
| Jane Street Group, LLC | 3,838 | $701.0K | 0.00% | −23,904−86.2% | Reduced |
| HM Payson & Co | 3,849 | $703.0K | 0.02% | −71−1.8% | Reduced |
| Liberty Capital Management, Inc. | 3,850 | $703.0K | 0.25% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 3,932 | $705.0K | 0.50% | −8−0.2% | Reduced |
| Forum Financial Management, LP | 3,890 | $710.0K | 0.04% | −202−4.9% | Reduced |
| Jeppson Wealth Management, LLC | 3,900 | $712.0K | 0.31% | +904+30.2% | Added |
| Salvus Wealth Management, LLC | 3,913 | $714.0K | 0.64% | −29−0.7% | Reduced |
| Washington Trust Bank | 3,918 | $715.0K | 0.09% | +439+12.6% | Added |
| LFS Asset Management | 3,927 | $717.0K | 0.58% | +3,927 | New |
| Valley National Advisers Inc | 3,858 | $718.0K | 0.15% | +23+0.6% | Added |
| Longfellow Investment Management Co LLC | 3,944 | $720.0K | 0.16% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,694 | $720.0K | 0.05% | +192+5.5% | Added |
| Maryland Capital Management | 3,972 | $725.0K | 0.06% | −5−0.1% | Reduced |
| Busey Wealth Management | 3,981 | $727.0K | 0.03% | −183−4.4% | Reduced |
| Virtus ETF Advisers LLC | 3,984 | $727.0K | 0.27% | +3,984 | New |
| Terra Nova Asset Management LLC | 3,996 | $729.0K | 0.81% | +66+1.7% | Added |
| Ferguson Wellman Capital Management, Inc | 3,998 | $730.0K | 0.03% | +57+1.4% | Added |
| Liberty Wealth Management LLC | 4,001 | $730.0K | 0.30% | +122+3.1% | Added |
| Community Bank & Trust, Waco, Texas | 4,001 | $730.0K | 0.24% | +169+4.4% | Added |
| Patten & Patten Inc | 4,007 | $731.0K | 0.06% | −30,182−88.3% | Reduced |
| First Commonwealth Financial Corp | 4,024 | $734.0K | 0.28% | +99+2.5% | Added |
| IHT Wealth Management, LLC | 4,026 | $735.0K | 0.06% | −399−9.0% | Reduced |
| Wilkinson Global Asset Management LLC | 4,027 | $735.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 4,045 | $738.0K | 0.29% | +91+2.3% | Added |
| Barr E S & Co | 4,104 | $749.0K | 0.06% | −11−0.3% | Reduced |
| Brightworth | 4,114 | $751.0K | 0.08% | +265+6.9% | Added |
| DF Dent & Co Inc | 4,113 | $751.0K | 0.01% | +2,146+109.1% | Added |
| Monetary Management Group Inc | 4,116 | $751.0K | 0.24% | +3,185+342.1% | Added |
| Capstone Investment Advisors, LLC | 4,119 | $752.0K | 0.02% | −16,388−79.9% | Reduced |
| Lakeview Capital Partners, LLC | 4,131 | $754.0K | 0.43% | −44−1.1% | Reduced |
| S.A. Mason LLC | 4,136 | $755.0K | 0.55% | −69−1.6% | Reduced |
| West Paces Advisors Inc. | 4,151 | $757.7K | 0.26% | +194+4.9% | Added |
| Wealthspire Advisors, LLC | 4,152 | $758.0K | 0.02% | +1,714+70.3% | Added |
| Kanawha Capital Management LLC | 4,162 | $760.0K | 0.08% | +62+1.5% | Added |
| S&CO Inc | 4,170 | $761.0K | 0.06% | −20−0.5% | Reduced |
| Investors Asset Management of Georgia Inc | 4,172 | $762.0K | 0.40% | +120+3.0% | Added |
| Covenant Partners, LLC | 4,188 | $764.0K | 0.35% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 4,187 | $764.0K | 0.85% | +45+1.1% | Added |
| Trustco Bank Corp N Y | 4,237 | $773.0K | 0.83% | −10.0% | Reduced |
| GAM Holding AG | 4,245 | $775.0K | 0.05% | −6,982−62.2% | Reduced |
| GoalVest Advisory LLC | 4,198 | $775.0K | 0.49% | −46−1.1% | Reduced |
| Cohen Capital Management, Inc. | 4,250 | $776.0K | 0.16% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 4,257 | $777.0K | 0.43% | −237−5.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,278 | $781.0K | 0.14% | +10+0.2% | Added |
| Signet Financial Management, LLC | 4,291 | $783.0K | 0.15% | −156−3.5% | Reduced |
| S&T Bank | 4,300 | $785.0K | 0.14% | +50+1.2% | Added |