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
- 2,151
- −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
- 1,052 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 |
|---|---|---|---|---|---|
| Abbrea Capital, LLC | 7,443 | $1.36M | 0.23% | −190−2.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 7,415 | $1.35M | 0.36% | +1,243+20.1% | Added |
| Mission Wealth Management, LP | 7,417 | $1.35M | 0.07% | +1,555+26.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 7,406 | $1.35M | 0.78% | −100−1.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,396 | $1.35M | 0.51% | +36+0.5% | Added |
| Aevitas Wealth Management, Inc. | 7,380 | $1.35M | 0.91% | +18+0.2% | Added |
| Quantinno Capital Management LP | 7,370 | $1.35M | 0.19% | +797+12.1% | Added |
| Arnhold LLC | 7,370 | $1.34M | 0.16% | +7,370 | New |
| SeaBridge Investment Advisors LLC | 7,347 | $1.34M | 0.43% | +169+2.4% | Added |
| MSH Capital Advisors LLC | 7,338 | $1.34M | 0.62% | +98+1.4% | Added |
| AIMZ Investment Advisors, LLC | 7,325 | $1.34M | 0.64% | 00.0% | Unchanged |
| Wrapmanager Inc | 7,300 | $1.33M | 0.42% | +528+7.8% | Added |
| Lincoln Capital LLC | 7,290 | $1.33M | 0.37% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,277 | $1.33M | 0.12% | +77+1.1% | Added |
| Private Portfolio Partners LLC | 7,250 | $1.32M | 0.37% | +134+1.9% | Added |
| Orion Portfolio Solutions, LLC | 7,215 | $1.32M | 0.05% | +2,197+43.8% | Added |
| Hancock Whitney Corp | 7,205 | $1.31M | 0.05% | −342−4.5% | Reduced |
| Credential Qtrade Securities Inc. | 7,200 | $1.31M | 0.09% | +197+2.8% | Added |
| TFG Advisers LLC | 7,197 | $1.31M | 0.70% | +97+1.4% | Added |
| Affinity Wealth Management LLC | 7,084 | $1.31M | 0.30% | +678+10.6% | Added |
| Compton Wealth Advisory Group, LLC | 7,163 | $1.31M | 0.56% | +252+3.6% | Added |
| Baader Bank INC | 7,170 | $1.31M | 0.13% | +7,170 | New |
| Montag A & Associates Inc | 7,154 | $1.31M | 0.08% | +521+7.9% | Added |
| SNS Financial Group, LLC | 7,153 | $1.30M | 0.17% | +30+0.4% | Added |
| Jag Capital Management, LLC | 7,148 | $1.30M | 0.16% | +1,428+25.0% | Added |
| Founders Financial Securities LLC | 7,128 | $1.30M | 0.25% | +180+2.6% | Added |
| RFG Advisory, LLC | 6,577 | $1.29M | 0.07% | +2,762+72.4% | Added |
| Symmetry Partners, LLC | 7,056 | $1.29M | 0.09% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 7,057 | $1.29M | 0.22% | +338+5.0% | Added |
| Essex Financial Services, Inc. | 7,049 | $1.29M | 0.14% | −230−3.2% | Reduced |
| Guardian Capital Advisors LP | 7,220 | $1.29M | 0.15% | −255−3.4% | Reduced |
| Central Bank & Trust Co | 7,043 | $1.29M | 0.26% | −1,374−16.3% | Reduced |
| Nwam LLC | 6,977 | $1.28M | 0.12% | +778+12.6% | Added |
| Hartford Financial Management Inc. | 7,000 | $1.28M | 0.35% | 00.0% | Unchanged |
| 1st Source Bank | 6,982 | $1.27M | 0.09% | +1,652+31.0% | Added |
| Centaurus Financial, Inc. | 6,969 | $1.27M | 0.13% | −125−1.8% | Reduced |
| Private Wealth Strategies, L.L.C. | 6,951 | $1.27M | 0.35% | +55+0.8% | Added |
| First Hawaiian Bank | 6,944 | $1.27M | 0.05% | +1,548+28.7% | Added |
| Desjardins Global Asset Management Inc. | 6,899 | $1.26M | 0.17% | −11,068−61.6% | Reduced |
| Argent Advisors, Inc. | 6,895 | $1.26M | 0.71% | +710+11.5% | Added |
| Meridian Financial Partners LLC | 6,829 | $1.26M | 0.85% | +6,829 | New |
| Davidson Capital Management Inc. | 6,870 | $1.25M | 0.59% | −20.0% | Reduced |
| Bangor Savings Bank | 6,869 | $1.25M | 0.14% | +428+6.6% | Added |
| Diligent Investors, LLC | 6,860 | $1.25M | 0.43% | +75+1.1% | Added |
| Bollard Group LLC | 6,854 | $1.25M | 0.05% | +57+0.8% | Added |
| Washington Trust Co | 6,851 | $1.25M | 0.06% | +165+2.5% | Added |
| DT Investment Partners, LLC | 6,828 | $1.25M | 0.19% | +1,169+20.7% | Added |
| Balentine LLC | 6,826 | $1.25M | 0.05% | +2,489+57.4% | Added |
| Dixon Hubard Feinour & Brown Inc | 6,817 | $1.24M | 0.15% | −20−0.3% | Reduced |
| Pegasus Partners Ltd. | 6,776 | $1.24M | 0.26% | +399+6.3% | Added |
| Capital Asset Advisory Services LLC | 6,771 | $1.24M | 0.14% | +142+2.1% | Added |
| Focus Financial Network, Inc. | 6,765 | $1.23M | 0.10% | +46+0.7% | Added |
| Foster & Motley Inc | 6,762 | $1.23M | 0.11% | +2,972+78.4% | Added |
| Carmel Capital Partners, LLC | 6,748 | $1.23M | 1.15% | +146+2.2% | Added |
| Edgestream Partners, L.P. | 6,692 | $1.22M | 0.10% | +6,692 | New |
| Jaffetilchin Investment Partners, LLC | 6,660 | $1.22M | 0.14% | +865+14.9% | Added |
| Ipswich Investment Management Co., Inc. | 6,639 | $1.21M | 0.35% | +5,574+523.4% | Added |
| Royal Fund Management, LLC | 6,606 | $1.21M | 0.20% | +102+1.6% | Added |
| TCM Advisors, LLC | – | $1.21M | 1.31% | – | – |
| Equitable Holdings, Inc. | 6,594 | $1.20M | 0.02% | −974−12.9% | Reduced |
| Waldron Private Wealth LLC | 6,591 | $1.20M | 0.07% | +357+5.7% | Added |
| Lindbrook Capital, LLC | 6,576 | $1.20M | 0.20% | +1,463+28.6% | Added |
| Berkshire Asset Management LLC | 6,570 | $1.20M | 0.08% | +119+1.8% | Added |
| Profund Advisors LLC | 6,530 | $1.19M | 0.08% | −2,052−23.9% | Reduced |
| Old Port Advisors | 6,455 | $1.19M | 0.46% | +557+9.4% | Added |
| Brown Miller Wealth Management, LLC | 6,502 | $1.19M | 0.81% | +240+3.8% | Added |
| McKinley Carter Wealth Services, Inc. | 6,480 | $1.18M | 0.10% | +1,014+18.6% | Added |
| Alaethes Wealth LLC | 6,455 | $1.18M | 0.87% | +356+5.8% | Added |
| Trail Ridge Investment Advisors, LLC | 6,439 | $1.18M | 0.80% | −185−2.8% | Reduced |
| Northstar Group, Inc. | 6,431 | $1.17M | 0.34% | −15−0.2% | Reduced |
| Diversified Trust Co | 6,422 | $1.17M | 0.05% | −224−3.4% | Reduced |
| Perigon Wealth Management, LLC | 6,418 | $1.17M | 0.10% | −734−10.3% | Reduced |
| Laidlaw Wealth Management LLC | 6,405 | $1.17M | 0.24% | +1,841+40.3% | Added |
| Resources Investment Advisors, LLC. | 6,376 | $1.16M | 0.05% | −4,210−39.8% | Reduced |
| JT Stratford LLC | 6,365 | $1.16M | 0.37% | +1,098+20.8% | Added |
| Qtron Investments LLC | 6,365 | $1.16M | 0.26% | +2,347+58.4% | Added |
| Regent Investment Management LLC | 6,346 | $1.16M | 0.32% | +85+1.4% | Added |
| Fiduciary Group LLC | 5,634 | $1.15M | 0.14% | +1,795+46.8% | Added |
| Trust Investment Advisors | 6,303 | $1.15M | 1.11% | −153−2.4% | Reduced |
| Sargent Bickham Lagudis LLC | 6,300 | $1.15M | 0.10% | +242+4.0% | Added |
| CTC Capital Management, LLC | 6,300 | $1.15M | 1.25% | +6,300 | New |
| Rollins Financial | 6,293 | $1.15M | 0.40% | +6,293 | New |
| First Financial Bank - Trust Division | 6,279 | $1.15M | 0.14% | −115−1.8% | Reduced |
| First Farmers & Merchants Bank / Trust | 6,277 | $1.15M | 1.42% | −621−9.0% | Reduced |
| Johnson Financial Group, Inc. | 6,269 | $1.14M | 0.08% | −14,776−70.2% | Reduced |
| Regal Investment Advisors LLC | 6,261 | $1.14M | 0.12% | +340+5.7% | Added |
| Byrne Asset Management LLC | 6,256 | $1.14M | 0.84% | −43−0.7% | Reduced |
| Corsicana & Co. | 6,240 | $1.14M | 0.90% | −55−0.9% | Reduced |
| Marshall Financial Group LLC | 6,208 | $1.13M | 0.45% | −209−3.3% | Reduced |
| Hussman Strategic Advisors, Inc. | 6,200 | $1.13M | 0.20% | +6,200 | New |
| Western Wealth Management, LLC | 6,160 | $1.13M | 0.06% | −8,364−57.6% | Reduced |
| Financial Advocates Investment Management | 6,153 | $1.12M | 0.09% | −242−3.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,146 | $1.12M | 0.01% | +578+10.4% | Added |
| Erste Asset Management GmbH | 6,191 | $1.12M | 0.02% | +2,918+89.2% | Added |
| Wintrust Investments LLC | 6,135 | $1.12M | 0.13% | −136−2.2% | Reduced |
| Perpetual Investment Management Ltd | 6,111 | $1.12M | 0.16% | +1,600+35.5% | Added |
| Verition Fund Management LLC | 6,113 | $1.11M | 0.02% | +1,474+31.8% | Added |
| Vident Investment Advisory, LLC | 6,104 | $1.11M | 0.03% | −4,134−40.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,076 | $1.11M | 0.26% | +65+1.1% | Added |
| Leonteq Securities AG | 6,064 | $1.11M | 0.05% | +1,317+27.7% | Added |