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 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 6,033 | $1.10M | 0.41% | −1,543−20.4% | Reduced |
| Quadrant Capital Group LLC | 6,023 | $1.10M | 0.15% | +279+4.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,019 | $1.10M | 0.20% | +1,255+26.3% | Added |
| Gleason Group, Inc. | 6,017 | $1.10M | 0.38% | +50+0.8% | Added |
| Patton Albertson Miller Group, LLC | 5,980 | $1.09M | 0.22% | −558−8.5% | Reduced |
| Brown Capital Management LLC | 5,982 | $1.09M | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,976 | $1.09M | 0.17% | −100−1.6% | Reduced |
| Bank of Hawaii | 5,975 | $1.09M | 0.07% | +83+1.4% | Added |
| Colonial Trust Advisors | 5,967 | $1.09M | 0.15% | +3+0.1% | Added |
| Investors Research Corp | 5,964 | $1.09M | 0.33% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 5,920 | $1.08M | 0.40% | +700+13.4% | Added |
| Hyman Charles D | 5,897 | $1.08M | 0.08% | +100+1.7% | Added |
| Nixon Peabody Trust Co | 5,882 | $1.07M | 0.49% | +47+0.8% | Added |
| Ethic Inc. | 5,859 | $1.07M | 0.07% | −950−14.0% | Reduced |
| Intrust Bank NA | 5,855 | $1.07M | 0.15% | +345+6.3% | Added |
| NBT Bank N A | 5,839 | $1.07M | 0.16% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5,835 | $1.06M | 0.36% | +336+6.1% | Added |
| Meyer Handelman Co | 5,800 | $1.06M | 0.05% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 5,778 | $1.06M | 1.15% | +406+7.6% | Added |
| IFG Advisory, LLC | 5,786 | $1.06M | 0.11% | +3+0.1% | Added |
| Wilson & Boucher Capital Management, LLC | 5,780 | $1.05M | 1.16% | −30−0.5% | Reduced |
| Probity Advisors, Inc. | 5,752 | $1.05M | 0.24% | +339+6.3% | Added |
| Baldwin Brothers Inc | 5,739 | $1.05M | 0.14% | −2,241−28.1% | Reduced |
| Edge Capital Group, LLC | 10,540 | $1.04M | 0.10% | +9,221+699.1% | Added |
| GYL Financial Synergies, LLC | 5,719 | $1.04M | 0.29% | +178+3.2% | Added |
| Fortem Financial Group, LLC | 5,715 | $1.04M | 0.68% | +5,715 | New |
| Legacy Wealth Asset Management, LLC | 5,695 | $1.04M | 0.42% | +64+1.1% | Added |
| Cavalier Investments, LLC | 5,691 | $1.04M | 0.36% | −897−13.6% | Reduced |
| Souders Financial Advisors | 5,687 | $1.04M | 0.30% | +2,265+66.2% | Added |
| Brighton Jones LLC | 5,683 | $1.04M | 0.06% | −127−2.2% | Reduced |
| Fernwood Investment Management, LLC | 5,663 | $1.03M | 0.45% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5,663 | $1.03M | 0.15% | +5,659+141,475.0% | Added |
| Meridian Wealth Management, LLC | 5,652 | $1.03M | 0.08% | +1,584+38.9% | Added |
| Stiles Financial Services Inc | 5,632 | $1.03M | 0.62% | +265+4.9% | Added |
| Human Investing LLC | 5,593 | $1.02M | 0.25% | +40+0.7% | Added |
| Blackston Financial Advisory Group, LLC | 5,483 | $1.02M | 0.67% | −26−0.5% | Reduced |
| Archford Capital Strategies, LLC | 5,586 | $1.02M | 0.26% | −212−3.7% | Reduced |
| Loveless Wealth Management LLC | 5,585 | $1.02M | 0.67% | +45+0.8% | Added |
| Redmond Asset Management, LLC | 5,584 | $1.02M | 0.37% | +650+13.2% | Added |
| Stoneridge Investment Partners LLC | 5,585 | $1.02M | 0.56% | +3,100+124.7% | Added |
| Absher Wealth Management, LLC | 5,557 | $1.01M | 0.20% | +2,184+64.7% | Added |
| Ronald Blue Trust, Inc. | 4,687 | $1.00M | 0.02% | +4,687 | New |
| FRG Family Wealth Advisors LLC | 5,480 | $1.00M | 0.23% | 00.0% | Unchanged |
| LCNB Corp | 5,470 | $998.0K | 0.52% | −28−0.5% | Reduced |
| Chicago Capital, LLC | 5,450 | $995.0K | 0.05% | +660+13.8% | Added |
| Woodard & Co Asset Management Group Inc | 5,453 | $995.0K | 0.41% | +5,453 | New |
| Cooper Financial Group | 5,425 | $990.0K | 0.36% | +921+20.4% | Added |
| LVW Advisors, LLC | 5,420 | $989.0K | 0.21% | −23−0.4% | Reduced |
| Strategic Blueprint, LLC | 5,399 | $986.0K | 0.13% | −143−2.6% | Reduced |
| Lumature Wealth Partners, LLC | 5,394 | $985.0K | 0.44% | +363+7.2% | Added |
| Eqis Capital Management, Inc. | 5,391 | $984.1K | 0.11% | −1,951−26.6% | Reduced |
| Wolff Financial Management LLC | 5,377 | $981.0K | 0.44% | +5+0.1% | 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 |
| Proequities, Inc. | 5,320 | $971.0K | 0.08% | +1,650+45.0% | Added |
| Marino, Stram & Associates LLC | 5,312 | $970.0K | 0.34% | +5+0.1% | Added |
| 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 |
| Xcel Wealth Management, LLC | 5,289 | $965.0K | 0.35% | −20,450−79.5% | Reduced |
| Advisor Resource Council | 5,257 | $960.0K | 0.09% | +5,257 | New |
| ZWJ Investment Counsel Inc | 5,252 | $959.0K | 0.06% | +217+4.3% | Added |
| Evermay Wealth Management LLC | 5,246 | $958.0K | 0.19% | +528+11.2% | Added |
| Axiom Financial Strategies, LLC | 5,245 | $957.0K | 0.50% | −6−0.1% | Reduced |
| Essex Savings Bank | 5,239 | $956.0K | 0.37% | +1,025+24.3% | Added |
| Boyd Watterson Asset Management LLC | 5,226 | $954.0K | 0.41% | −7−0.1% | Reduced |
| VeraBank, N.A. | 5,213 | $952.0K | 0.56% | +133+2.6% | Added |
| Financial Advisory Service, Inc. | 5,211 | $951.0K | 0.10% | +868+20.0% | Added |
| Solitude Financial Services | 5,200 | $949.0K | 0.67% | −83−1.6% | Reduced |
| Shelton Capital Management | 5,192 | $948.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Terry L. Blaker | 5,152 | $941.0K | 0.09% | +578+12.6% | Added |
| 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 |
| Prime Capital Investment Advisors, LLC | 5,141 | $938.0K | 0.06% | −4,291−45.5% | Reduced |
| Smith, Moore & Co. | 5,135 | $937.0K | 0.14% | +77+1.5% | Added |
| Range Financial Group LLC | 5,130 | $936.0K | 0.68% | +126+2.5% | 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 |
| 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 |
| Darwin Advisors, LLC | 4,754 | $920.0K | 0.19% | −1,710−26.5% | Reduced |
| K.J. Harrison & Partners Inc | 5,015 | $916.0K | 0.25% | +1,490+42.3% | Added |
| Ingalls & Snyder LLC | 5,009 | $914.0K | 0.05% | −470−8.6% | Reduced |
| CPR Investments Inc. | 5,000 | $913.0K | 1.37% | −125−2.4% | Reduced |
| Buttonwood Financial Advisors Inc. | 4,965 | $906.0K | 0.82% | −60−1.2% | Reduced |
| 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 |
| 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 |
| City State Bank | 4,919 | $898.0K | 0.63% | +173+3.6% | Added |
| Nations Financial Group Inc, | 4,908 | $896.0K | 0.12% | +1,049+27.2% | Added |
| Heritage Wealth Advisors | 4,904 | $895.0K | 0.06% | +1,163+31.1% | Added |
| 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 |
| Kovack Advisors, Inc. | 4,866 | $888.0K | 0.12% | −171−3.4% | Reduced |