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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 12,162 | $2.22M | 0.17% | +530+4.6% | Added |
| Cox Capital Mgt LLC | 12,129 | $2.21M | 1.51% | +128+1.1% | Added |
| Granite Investment Partners, LLC | 12,093 | $2.21M | 0.09% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 12,034 | $2.20M | 1.62% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 12,009 | $2.19M | 0.27% | +1,678+16.2% | Added |
| Pensionfund Sabic | 12,000 | $2.19M | 0.70% | −1,500−11.1% | Reduced |
| Northeast Financial Consultants Inc | 11,979 | $2.19M | 0.15% | −1,313−9.9% | Reduced |
| AlphaCrest Capital Management LLC | 11,961 | $2.18M | 0.11% | −4,642−28.0% | Reduced |
| Meeder Asset Management Inc | 11,872 | $2.17M | 0.13% | −44,268−78.9% | Reduced |
| Soltis Investment Advisors LLC | 11,859 | $2.17M | 0.31% | +2,154+22.2% | Added |
| ICA Group Wealth Management, LLC | 10,379 | $2.16M | 0.40% | +261+2.6% | Added |
| Bowling Portfolio Management LLC | 11,846 | $2.16M | 0.54% | +734+6.6% | Added |
| B. Riley Wealth Management, Inc. | 11,824 | $2.16M | 0.20% | +2,414+25.7% | Added |
| Am Investment Strategies LLC | 11,808 | $2.16M | 0.75% | −321−2.6% | Reduced |
| Gifford Fong Associates | 11,800 | $2.15M | 0.50% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 11,741 | $2.14M | 0.28% | +2,954+33.6% | Added |
| Howland Capital Management LLC | 11,725 | $2.14M | 0.13% | +600+5.4% | Added |
| Transcend Wealth Collective, LLC | 11,682 | $2.13M | 0.22% | +214+1.9% | Added |
| Frontier Wealth Management LLC | 11,678 | $2.13M | 0.16% | −1,050−8.2% | Reduced |
| Optimum Investment Advisors | 11,667 | $2.13M | 1.07% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 11,569 | $2.13M | 0.04% | +1,825+18.7% | Added |
| Loudon Investment Management, LLC | 11,629 | $2.12M | 1.59% | −50−0.4% | Reduced |
| Cypress Capital, LLC | 11,624 | $2.12M | 0.30% | +713+6.5% | Added |
| Arabesque Asset Management Ltd | 11,603 | $2.12M | 1.12% | −935−7.5% | Reduced |
| Cary Street Partners Asset Management LLC | 11,605 | $2.12M | 0.50% | −484−4.0% | Reduced |
| Excalibur Management Corp | 11,595 | $2.12M | 1.10% | +184+1.6% | Added |
| Rossmore Private Capital | 11,584 | $2.12M | 0.37% | +2,440+26.7% | Added |
| Copperwynd Financial, LLC | 11,539 | $2.11M | 1.24% | +11,539 | New |
| Spire Wealth Management | 11,491 | $2.10M | 0.09% | −4,387−27.6% | Reduced |
| Cresset Asset Management, LLC | 13,171 | $2.10M | 0.03% | −747−5.4% | Reduced |
| Azzad Asset Management Inc | 11,473 | $2.09M | 0.21% | +3,509+44.1% | Added |
| Independence Bank of Kentucky | 11,444 | $2.09M | 0.94% | +325+2.9% | Added |
| Hedges Asset Management LLC | 11,428 | $2.09M | 1.97% | 00.0% | Unchanged |
| JLB & Associates Inc | 11,412 | $2.08M | 0.35% | +1,108+10.8% | Added |
| Lavaca Capital LLC | 11,430 | $2.08M | 1.05% | +4,014+54.1% | Added |
| Quilter Plc | 11,330 | $2.07M | 0.07% | 00.0% | Unchanged |
| Gabelli Funds LLC | 11,250 | $2.05M | 0.02% | +300+2.7% | Added |
| Autus Asset Management, LLC | 11,243 | $2.05M | 0.37% | +70+0.6% | Added |
| Neville Rodie & Shaw Inc | 11,160 | $2.04M | 0.18% | −52−0.5% | Reduced |
| Avitas Wealth Management LLC | 11,103 | $2.03M | 0.44% | +96+0.9% | Added |
| Dynamic Advisor Solutions LLC | 11,079 | $2.02M | 0.16% | +2,054+22.8% | Added |
| R.H. Dinel Investment Counsel, Inc. | 11,000 | $2.01M | 1.81% | 00.0% | Unchanged |
| Arvest Trust Co N A | 10,932 | $2.00M | 0.13% | +2,418+28.4% | Added |
| Metis Global Partners, LLC | 10,918 | $1.99M | 0.32% | −592−5.1% | Reduced |
| Belpointe Asset Management LLC | 10,907 | $1.99M | 0.13% | −584−5.1% | Reduced |
| Chatham Capital Group, Inc. | 10,896 | $1.99M | 0.45% | +151+1.4% | Added |
| Investmark Advisory Group LLC | 10,852 | $1.98M | 1.96% | +737+7.3% | Added |
| EP Wealth Advisors, LLC | 10,842 | $1.98M | 0.04% | +453+4.4% | Added |
| Pathway Financial Advisors LLC | 10,806 | $1.97M | 0.82% | +9,626+815.8% | Added |
| Greenleaf Trust | 10,780 | $1.97M | 0.03% | +1,970+22.4% | Added |
| Norway Savings Bank | 10,768 | $1.97M | 1.02% | −40−0.4% | Reduced |
| Cornerstone Investment Partners, LLC | 10,770 | $1.97M | 0.13% | +1,112+11.5% | Added |
| Proquility Private Wealth Partners, LLC | 10,752 | $1.96M | 0.84% | +39+0.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,717 | $1.96M | 1.40% | −50−0.5% | Reduced |
| Twin Capital Management Inc | 10,706 | $1.95M | 0.25% | −12,501−53.9% | Reduced |
| BKD Wealth Advisors, LLC | 10,695 | $1.95M | 0.08% | +401+3.9% | Added |
| Phoenix Wealth Advisors | 10,666 | $1.95M | 1.92% | −73−0.7% | Reduced |
| Cornerstone Wealth Management, LLC | 10,645 | $1.94M | 0.22% | −369−3.4% | Reduced |
| Marks Group Wealth Management, Inc | 10,608 | $1.94M | 0.28% | +2,285+27.5% | Added |
| Private Trust Co NA | 10,587 | $1.93M | 0.30% | −717−6.3% | Reduced |
| Sandy Spring Bank | 10,580 | $1.93M | 0.12% | +130+1.2% | Added |
| Deane Retirement Strategies, Inc. | 10,442 | $1.93M | 1.20% | +10,442 | New |
| Rafferty Asset Management, LLC | 10,563 | $1.93M | 0.02% | −1,314−11.1% | Reduced |
| AIA Group Ltd | 10,502 | $1.92M | 0.10% | +9,918+1,698.3% | Added |
| Quinn Opportunity Partners LLC | 10,500 | $1.92M | 0.18% | +10,500 | New |
| Bradley Foster & Sargent Inc | 10,460 | $1.91M | 0.05% | −20.0% | Reduced |
| Hutner Capital Management Inc | 10,446 | $1.91M | 1.25% | 00.0% | Unchanged |
| ACG Wealth | 10,438 | $1.91M | 0.39% | +63+0.6% | Added |
| Fayez Sarofim & Co | 10,421 | $1.90M | 0.01% | −6,314−37.7% | Reduced |
| Patriot Investment Management Inc. | 10,418 | $1.90M | 0.19% | −1,610−13.4% | Reduced |
| Gofen & Glossberg LLC | 10,251 | $1.87M | 0.05% | +451+4.6% | Added |
| Horan Securities, Inc. | 10,304 | $1.86M | 1.13% | +133+1.3% | Added |
| Van Eck Associates Corp | 10,162 | $1.85M | 0.00% | +285+2.9% | Added |
| First Horizon Advisors, Inc. | 10,161 | $1.85M | 0.07% | +819+8.8% | Added |
| United Community Bank | 10,153 | $1.85M | 2.00% | +1,425+16.3% | Added |
| Weaver C. Barksdale & Associates, Inc. | 10,138 | $1.85M | 1.72% | +600+6.3% | Added |
| AXS Investments LLC | 10,131 | $1.85M | 0.66% | +3,024+42.5% | Added |
| Advance Capital Management, Inc. | 10,117 | $1.85M | 0.22% | −40.0% | Reduced |
| StoneX Group Inc. | 10,001 | $1.83M | 0.22% | −678−6.3% | Reduced |
| Shellback Capital, LP | 10,000 | $1.82M | 0.32% | −30,000−75.0% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.82M | 0.23% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 9,915 | $1.81M | 0.15% | −916−8.5% | Reduced |
| 44 Wealth Management LLC | 9,832 | $1.79M | 0.69% | +2,588+35.7% | Added |
| Fiduciary Trust Co | 9,826 | $1.79M | 0.04% | −463−4.5% | Reduced |
| Twin Tree Management, LP | 9,788 | $1.79M | 0.03% | +9,788 | New |
| Aberdeen Wealth Management LLC | 9,787 | $1.79M | 1.42% | −48−0.5% | Reduced |
| Voya Financial Advisors, Inc. | 9,839 | $1.78M | 0.22% | +1,262+14.7% | Added |
| Pitcairn Co | 9,759 | $1.78M | 0.19% | −1,144−10.5% | Reduced |
| Moneywise, Inc. | 9,713 | $1.77M | 1.38% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 9,706 | $1.77M | 1.07% | −32−0.3% | Reduced |
| Modus Advisors, LLC | 9,704 | $1.77M | 0.90% | +322+3.4% | Added |
| Coastline Trust Co | 9,665 | $1.76M | 0.26% | +145+1.5% | Added |
| ForthRight Wealth Management, LLC | 9,654 | $1.76M | 0.98% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 9,557 | $1.75M | 0.17% | +1,076+12.7% | Added |
| Hudson Canyon Capital Management | 9,550 | $1.74M | 1.68% | +9,550 | New |
| Cigna Investments Inc | 9,482 | $1.73M | 0.35% | −3,370−26.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,484 | $1.73M | 0.15% | +1,492+18.7% | Added |
| Ascension Asset Management LLC | 9,483 | $1.73M | 1.28% | +9,483 | New |
| Caliber Wealth Management, LLC | 9,475 | $1.73M | 1.35% | +965+11.3% | Added |
| Gratus Capital LLC | 9,459 | $1.73M | 0.19% | +751+8.6% | Added |