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 |
|---|---|---|---|---|---|
| IVC Wealth Advisors LLC | 4,320 | $789.0K | 0.61% | −42−1.0% | Reduced |
| Meridian Wealth Advisors, LLC | 4,363 | $796.0K | 0.21% | +620+16.6% | Added |
| SBB Research Group LLC | 4,396 | $802.0K | 0.32% | +36+0.8% | Added |
| Reuter James Wealth Management, LLC | 4,396 | $802.0K | 0.50% | +816+22.8% | Added |
| Profit Investment Management, LLC | 4,403 | $803.0K | 0.59% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,433 | $809.0K | 0.29% | +711+19.1% | Added |
| Ocean Capital Management, LLC | 4,483 | $811.0K | 0.44% | +920+25.8% | Added |
| Oakworth Capital, Inc. | 4,463 | $815.0K | 0.08% | −91−2.0% | Reduced |
| Mendel Money Management | 4,463 | $815.0K | 0.49% | +12+0.3% | Added |
| Zeke Capital Advisors, LLC | 4,476 | $817.0K | 0.05% | +708+18.8% | Added |
| F3Logic, LLC | 4,482 | $818.0K | 0.14% | +4,482 | New |
| Stableford Capital II LLC | 4,175 | $821.0K | 0.38% | +286+7.4% | Added |
| EverSource Wealth Advisors, LLC | 4,499 | $822.0K | 0.21% | +427+10.5% | Added |
| First Affirmative Financial Network | 4,541 | $829.0K | 0.94% | −871−16.1% | Reduced |
| WestHill Financial Advisors, Inc. | 4,540 | $829.0K | 0.27% | +10.0% | Added |
| Sentry Investment Management LLC | 4,561 | $833.0K | 0.38% | −888−16.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 4,566 | $833.0K | 0.07% | +4,566 | New |
| JFS Wealth Advisors, LLC | 4,572 | $835.0K | 0.09% | −88−1.9% | Reduced |
| Legacy Financial Advisors, Inc. | 4,578 | $836.0K | 0.21% | −122−2.6% | Reduced |
| American Trust | 4,586 | $837.0K | 0.07% | −450−8.9% | Reduced |
| Ritholtz Wealth Management | 4,604 | $840.0K | 0.05% | +393+9.3% | Added |
| Sendero Wealth Management, LLC | 4,606 | $841.0K | 0.81% | −445−8.8% | Reduced |
| Wealth Management Partners, LLC | 5,000 | $841.0K | 0.74% | 00.0% | Unchanged |
| Capital Square, LLC | 4,610 | $841.0K | 0.70% | +406+9.7% | Added |
| Valmark Advisers, Inc. | 4,613 | $842.0K | 0.02% | −295−6.0% | Reduced |
| Glen Eagle Advisors, LLC | 4,615 | $842.5K | 0.23% | +234+5.3% | Added |
| Principle Wealth Partners LLC | 4,617 | $843.0K | 0.10% | −100−2.1% | Reduced |
| Lantz Financial LLC | 4,628 | $845.0K | 0.38% | +464+11.1% | Added |
| Western Financial Corporation | 4,656 | $850.0K | 0.60% | −381−7.6% | Reduced |
| Elk River Wealth Management, LLC | 4,664 | $851.0K | 0.22% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,665 | $852.0K | 0.06% | +4,665 | New |
| Banque Pictet & Cie SA | 4,675 | $853.0K | 0.01% | 00.0% | Unchanged |
| Corundum Group, Inc. | 4,680 | $854.0K | 0.58% | +484+11.5% | Added |
| Lyell Wealth Management, LP | 4,689 | $856.0K | 0.14% | +9+0.2% | Added |
| Dividend Assets Capital, LLC | 4,710 | $860.0K | 0.19% | +6+0.1% | Added |
| Meitav Dash Investments Ltd | 4,750 | $864.0K | 0.01% | −1,335−21.9% | Reduced |
| MTM Investment Management, LLC | 4,689 | $867.0K | 0.47% | −698−13.0% | Reduced |
| swisspartners Ltd. | 4,600 | $867.0K | 0.83% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 4,799 | $873.0K | 0.52% | −5−0.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 4,791 | $874.0K | 0.35% | +10.0% | Added |
| Harrison & Co Wealth Management, LLC | 4,796 | $875.0K | 0.83% | +410+9.3% | Added |
| DAGCO, Inc. | 4,818 | $879.0K | 0.45% | −97−2.0% | Reduced |
| Palumbo Wealth Management LLC | 4,822 | $880.0K | 0.70% | +255+5.6% | Added |
| Tudor Investment Corp Et Al | 4,822 | $880.0K | 0.03% | +805+20.0% | Added |
| Foundations Investment Advisors, LLC | 4,752 | $880.0K | 0.04% | +613+14.8% | Added |
| Rothschild Investment Corp | 4,827 | $881.0K | 0.08% | 00.0% | Unchanged |
| NVWM, LLC | 4,833 | $882.0K | 0.34% | +25+0.5% | Added |
| Pettee Investors, Inc. | 4,840 | $883.0K | 0.44% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,839 | $883.0K | 0.03% | +490+11.3% | Added |
| Strategic Wealth Designers | 4,842 | $884.0K | 0.22% | −142−2.8% | Reduced |
| Intellectus Partners, LLC | 4,843 | $884.0K | 0.30% | +40+0.8% | Added |
| Peoples Financial Services Corp. | 4,840 | $884.0K | 0.42% | +65+1.4% | Added |
| Kovack Advisors, Inc. | 4,866 | $888.0K | 0.12% | −171−3.4% | Reduced |
| Asset Allocation & Management Company, LLC | 4,880 | $891.0K | 0.37% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 4,882 | $891.0K | 0.18% | +125+2.6% | Added |
| Heritage Wealth Advisors | 4,904 | $895.0K | 0.06% | +1,163+31.1% | Added |
| Nations Financial Group Inc, | 4,908 | $896.0K | 0.12% | +1,049+27.2% | Added |
| City State Bank | 4,919 | $898.0K | 0.63% | +173+3.6% | Added |
| Eads & Heald Wealth Management | 4,940 | $902.0K | 0.49% | +385+8.5% | Added |
| Amica Retiree Medical Trust | 4,941 | $902.0K | 1.02% | +606+14.0% | Added |
| Advisors Management Group Inc | 4,942 | $902.0K | 0.32% | +2,775+128.1% | Added |
| Southeast Asset Advisors Inc. | 4,945 | $903.0K | 0.14% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,947 | $903.0K | 0.03% | +168+3.5% | Added |
| Buttonwood Financial Advisors Inc. | 4,965 | $906.0K | 0.82% | −60−1.2% | Reduced |
| CPR Investments Inc. | 5,000 | $913.0K | 1.37% | −125−2.4% | Reduced |
| Ingalls & Snyder LLC | 5,009 | $914.0K | 0.05% | −470−8.6% | Reduced |
| K.J. Harrison & Partners Inc | 5,015 | $916.0K | 0.25% | +1,490+42.3% | Added |
| Darwin Advisors, LLC | 4,754 | $920.0K | 0.19% | −1,710−26.5% | Reduced |
| Community Trust & Investment Co | 5,100 | $931.0K | 0.09% | 00.0% | Unchanged |
| Ar Asset Management Inc | 5,100 | $931.0K | 0.26% | 00.0% | Unchanged |
| First National Bank of South Miami | 5,100 | $931.0K | 0.63% | +186+3.8% | Added |
| Founders Financial Alliance, LLC | 5,111 | $933.0K | 0.47% | −1,126−18.1% | Reduced |
| Trustmark National Bank Trust Department | 5,113 | $933.0K | 0.08% | +2,789+120.0% | Added |
| Range Financial Group LLC | 5,130 | $936.0K | 0.68% | +126+2.5% | Added |
| Smith, Moore & Co. | 5,135 | $937.0K | 0.14% | +77+1.5% | Added |
| Prime Capital Investment Advisors, LLC | 5,141 | $938.0K | 0.06% | −4,291−45.5% | Reduced |
| LifeGuide Financial Advisors, LLC | 5,144 | $939.0K | 0.86% | 00.0% | Unchanged |
| MKT Advisors LLC | 5,084 | $939.0K | 0.73% | +24+0.5% | Added |
| Terry L. Blaker | 5,152 | $941.0K | 0.09% | +578+12.6% | Added |
| Triangle Securities Wealth Management | 5,167 | $943.0K | 0.37% | −127−2.4% | Reduced |
| apricus wealth, LLC | 5,168 | $943.0K | 0.86% | +236+4.8% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,178 | $945.0K | 0.93% | −129−2.4% | Reduced |
| DeDora Capital, Inc. | 5,180 | $945.0K | 0.48% | +1,789+52.8% | Added |
| Shelton Capital Management | 5,192 | $948.0K | 0.04% | 00.0% | Unchanged |
| Solitude Financial Services | 5,200 | $949.0K | 0.67% | −83−1.6% | Reduced |
| Financial Advisory Service, Inc. | 5,211 | $951.0K | 0.10% | +868+20.0% | Added |
| VeraBank, N.A. | 5,213 | $952.0K | 0.56% | +133+2.6% | Added |
| Boyd Watterson Asset Management LLC | 5,226 | $954.0K | 0.41% | −7−0.1% | Reduced |
| Essex Savings Bank | 5,239 | $956.0K | 0.37% | +1,025+24.3% | Added |
| Axiom Financial Strategies, LLC | 5,245 | $957.0K | 0.50% | −6−0.1% | Reduced |
| Evermay Wealth Management LLC | 5,246 | $958.0K | 0.19% | +528+11.2% | Added |
| ZWJ Investment Counsel Inc | 5,252 | $959.0K | 0.06% | +217+4.3% | Added |
| Advisor Resource Council | 5,257 | $960.0K | 0.09% | +5,257 | New |
| Xcel Wealth Management, LLC | 5,289 | $965.0K | 0.35% | −20,450−79.5% | Reduced |
| Boston Family Office LLC | 5,308 | $969.0K | 0.08% | −1,300−19.7% | Reduced |
| CRA Financial Services, LLC | 5,311 | $969.0K | 0.33% | +1,138+27.3% | Added |
| Marino, Stram & Associates LLC | 5,312 | $970.0K | 0.34% | +5+0.1% | Added |
| Proequities, Inc. | 5,320 | $971.0K | 0.08% | +1,650+45.0% | Added |
| Allred Capital Management, LLC | 5,326 | $972.0K | 0.61% | −116−2.1% | Reduced |
| Paragon Financial Partners, Inc. | 5,327 | $972.0K | 1.00% | +4+0.1% | Added |