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 |
|---|---|---|---|---|---|
| High Net Worth Advisory Group LLC | 9,424 | $1.72M | 0.71% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,369 | $1.71M | 0.07% | −111−1.2% | Reduced |
| Wealth Alliance | 9,349 | $1.71M | 0.33% | +3,095+49.5% | Added |
| Deseret Mutual Benefit Administrators | 9,326 | $1.70M | 0.38% | −857−8.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 9,306 | $1.70M | 0.56% | +153+1.7% | Added |
| Harrington Investments, INC | 9,300 | $1.70M | 1.26% | −40−0.4% | Reduced |
| Momentum Advisors, LLC | 9,304 | $1.70M | 1.91% | +9,304 | New |
| Global Retirement Partners, LLC | 9,286 | $1.70M | 0.14% | +216+2.4% | Added |
| Mutual Advisors, LLC | 9,281 | $1.69M | 0.11% | +19+0.2% | Added |
| Werlinich Asset Management, LLC | 9,220 | $1.68M | 1.57% | −125−1.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9,170 | $1.67M | 0.10% | −22,439−71.0% | Reduced |
| United Bank | 9,119 | $1.66M | 0.25% | +500+5.8% | Added |
| SOA Wealth Advisors, LLC. | 9,113 | $1.66M | 0.49% | +11+0.1% | Added |
| Central Trust Co | 9,068 | $1.66M | 0.05% | −4,581−33.6% | Reduced |
| Clearstead Advisors, LLC | 9,069 | $1.66M | 0.13% | −26−0.3% | Reduced |
| NorthRock Partners, LLC | 9,054 | $1.65M | 0.17% | +4,437+96.1% | Added |
| Maltin Wealth Management, Inc. | 9,049 | $1.65M | 1.19% | +1,082+13.6% | Added |
| Sawtooth Solutions, LLC | 9,001 | $1.64M | 0.21% | +1,350+17.6% | Added |
| Foresight Capital Management Advisors, Inc. | 8,992 | $1.64M | 2.51% | +50+0.6% | Added |
| Checchi Capital Advisers, LLC | 8,422 | $1.64M | 0.16% | +1,650+24.4% | Added |
| Pacific Global Investment Management CO | 8,976 | $1.64M | 0.39% | −279−3.0% | Reduced |
| Slow Capital, Inc. | 8,972 | $1.64M | 0.40% | +104+1.2% | Added |
| Financial Consulate, Inc | 8,967 | $1.64M | 0.77% | −164−1.8% | Reduced |
| AMG National Trust Bank | 8,390 | $1.64M | 0.06% | −276−3.2% | Reduced |
| WSFS Capital Management, LLC | 8,921 | $1.63M | 0.54% | −100−1.1% | Reduced |
| Moloney Securities Asset Management, LLC | 8,886 | $1.62M | 0.38% | −878−9.0% | Reduced |
| Caldwell Trust Co | 8,853 | $1.62M | 0.22% | +1,086+14.0% | Added |
| Access Financial Services, Inc. | 8,837 | $1.61M | 0.92% | +673+8.2% | Added |
| SRB Corp | 8,813 | $1.61M | 0.10% | +2,287+35.0% | Added |
| Strategic Wealth Partners, Ltd. | 8,805 | $1.61M | 0.35% | +700+8.6% | Added |
| Capital Insight Partners, LLC | 8,789 | $1.60M | 0.37% | −2,152−19.7% | Reduced |
| Schechter Investment Advisors, LLC | 8,782 | $1.60M | 0.16% | −1,130−11.4% | Reduced |
| Simmons Bank | 8,742 | $1.60M | 0.14% | +75+0.9% | Added |
| TrimTabs Asset Management, LLC | 8,739 | $1.59M | 0.98% | −354−3.9% | Reduced |
| Trustcore Financial Services, LLC | 8,710 | $1.59M | 0.15% | +2,379+37.6% | Added |
| Northwest & Ethical Investments L.P. | 8,688 | $1.59M | 0.06% | −446−4.9% | Reduced |
| Mather Group, LLC. | 8,653 | $1.58M | 0.04% | +2,376+37.9% | Added |
| Hohimer Wealth Management, LLC | 8,643 | $1.58M | 0.47% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 8,643 | $1.58M | 0.62% | +410+5.0% | Added |
| Money Concepts Capital Corp | 8,400 | $1.55M | 0.14% | −1,846−18.0% | Reduced |
| Keystone Financial Group | 8,514 | $1.55M | 0.31% | −44−0.5% | Reduced |
| WealthTrust Asset Management, LLC | 8,498 | $1.55M | 1.46% | −6,208−42.2% | Reduced |
| IMS Capital Management | 8,469 | $1.55M | 1.00% | +5,934+234.1% | Added |
| Bluestein R H & Co | 8,377 | $1.53M | 0.09% | −268,950−97.0% | Reduced |
| Siena Capital LLC | 8,370 | $1.53M | 0.93% | +405+5.1% | Added |
| Easterly Investment Partners LLC | 8,370 | $1.53M | 0.14% | +8,370 | New |
| Clarius Group, LLC | 8,327 | $1.52M | 0.15% | +2,165+35.1% | Added |
| Fundamentun, LLC | 8,309 | $1.52M | 0.29% | +341+4.3% | Added |
| Wolff Wiese Magana LLC | 8,288 | $1.51M | 1.10% | +249+3.1% | Added |
| Strengthening Families & Communities, LLC | 7,078 | $1.51M | 0.92% | +170+2.5% | Added |
| AdvisorNet Financial, Inc | 8,270 | $1.51M | 0.15% | +970+13.3% | Added |
| First Dallas Securities Inc. | 8,231 | $1.50M | 1.01% | +204+2.5% | Added |
| Carson Advisory Inc. | 8,227 | $1.50M | 1.68% | +351+4.5% | Added |
| Core Alternative Capital | 8,202 | $1.50M | 0.35% | +3,611+78.7% | Added |
| Highland Capital Management, LLC | 8,180 | $1.49M | 0.11% | +1,008+14.1% | Added |
| Independent Financial Group, LLC | 8,165 | $1.49M | 0.16% | +1,507+22.6% | Added |
| Bigelow Investment Advisors, LLC | 8,157 | $1.49M | 0.82% | +99+1.2% | Added |
| Spears Abacus Advisors LLC | 8,147 | $1.49M | 0.13% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 8,142 | $1.49M | 0.19% | −245−2.9% | Reduced |
| Hexagon Capital Partners LLC | 8,129 | $1.48M | 0.44% | +151+1.9% | Added |
| American National Bank | 8,124 | $1.48M | 0.35% | +149+1.9% | Added |
| Alpha Omega Wealth Management LLC | 8,097 | $1.48M | 0.26% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 8,054 | $1.47M | 0.28% | −182−2.2% | Reduced |
| Main Street Financial Solutions, LLC | 7,974 | $1.46M | 0.19% | +3,436+75.7% | Added |
| Silvant Capital Management LLC | 8,003 | $1.46M | 0.35% | −122−1.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.46M | 0.58% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 7,990 | $1.46M | 0.01% | −235−2.9% | Reduced |
| Ossiam | 7,981 | $1.46M | 0.04% | +3,041+61.6% | Added |
| ProVise Management Group, LLC | 7,976 | $1.46M | 0.16% | +2,426+43.7% | Added |
| Trust Co of Virginia | 7,957 | $1.45M | 0.17% | +166+2.1% | Added |
| Little House Capital LLC | 7,956 | $1.45M | 0.78% | +727+10.1% | Added |
| Benjamin Edwards Inc | 7,951 | $1.45M | 0.43% | +642+8.8% | Added |
| YorkBridge Wealth Partners, LLC | 7,938 | $1.45M | 0.38% | +648+8.9% | Added |
| Alan B. Lancz & Associates, Inc. | 7,420 | $1.45M | 1.43% | −650−8.1% | Reduced |
| Hodges Capital Management Inc. | 7,916 | $1.45M | 0.15% | +113+1.4% | Added |
| Forefront Wealth Management Inc. | 7,922 | $1.44M | 1.94% | −64−0.8% | Reduced |
| Change Path, LLC | 7,901 | $1.44M | 0.08% | +480+6.5% | Added |
| Amplius Wealth Advisors, LLC | 7,892 | $1.44M | 0.23% | −74−0.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,872 | $1.44M | 0.18% | +24+0.3% | Added |
| Avantax Planning Partners, Inc. | 7,861 | $1.44M | 0.06% | +1,413+21.9% | Added |
| Buckingham Strategic Partners | 7,842 | $1.43M | 0.12% | +5,424+224.3% | Added |
| Wahed Invest LLC | 7,822 | $1.43M | 0.88% | −701−8.2% | Reduced |
| Confluence Wealth Services, Inc. | 6,986 | $1.43M | 0.63% | +1,742+33.2% | Added |
| Coastal Investment Advisors, Inc. | 7,710 | $1.43M | 0.35% | +576+8.1% | Added |
| Burleson & Company, LLC | 7,809 | $1.43M | 0.31% | +10.0% | Added |
| Csenge Advisory Group | 7,808 | $1.43M | 0.12% | +348+4.7% | Added |
| D.B. Root & Company, LLC | 7,807 | $1.43M | 0.61% | +390+5.3% | Added |
| SevenBridge Financial Group, LLC | 7,789 | $1.42M | 0.57% | +47+0.6% | Added |
| Duff & Phelps Investment Management Co | 7,773 | $1.42M | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 7,704 | $1.41M | 0.19% | +20.0% | Added |
| Constitution Capital LLC | 7,685 | $1.40M | 0.90% | −25−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,667 | $1.40M | 0.31% | +2,452+47.0% | Added |
| Game Plan Financial Advisors, LLC | 7,717 | $1.40M | 1.12% | +28+0.4% | Added |
| WT Wealth Management | 7,615 | $1.39M | 0.69% | −812−9.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,602 | $1.39M | 0.02% | −2,053−21.3% | Reduced |
| Annex Advisory Services, LLC | 7,605 | $1.39M | 0.10% | +2,450+47.5% | Added |
| Balasa Dinverno & Foltz LLC | 7,557 | $1.38M | 0.09% | −1,771−19.0% | Reduced |
| International Assets Investment Management, LLC | 7,520 | $1.37M | 0.27% | +32+0.4% | Added |
| First United Bank Trust | 7,475 | $1.36M | 0.63% | −135−1.8% | Reduced |
| Summit Financial, LLC | 7,448 | $1.36M | 0.13% | +77+1.0% | Added |