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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| NVWM, LLC | 4,833 | $882.0K | 0.34% | +25+0.5% | Added |
| Rothschild Investment Corp | 4,827 | $881.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| DAGCO, Inc. | 4,818 | $879.0K | 0.45% | −97−2.0% | Reduced |
| Harrison & Co Wealth Management, LLC | 4,796 | $875.0K | 0.83% | +410+9.3% | Added |
| Walter & Keenan Financial Consulting Co | 4,791 | $874.0K | 0.35% | +10.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,799 | $873.0K | 0.52% | −5−0.1% | 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 |
| Meitav Dash Investments Ltd | 4,750 | $864.0K | 0.01% | −1,335−21.9% | Reduced |
| Dividend Assets Capital, LLC | 4,710 | $860.0K | 0.19% | +6+0.1% | Added |
| Lyell Wealth Management, LP | 4,689 | $856.0K | 0.14% | +9+0.2% | Added |
| Corundum Group, Inc. | 4,680 | $854.0K | 0.58% | +484+11.5% | Added |
| Banque Pictet & Cie SA | 4,675 | $853.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,665 | $852.0K | 0.06% | +4,665 | New |
| Elk River Wealth Management, LLC | 4,664 | $851.0K | 0.22% | 00.0% | Unchanged |
| Western Financial Corporation | 4,656 | $850.0K | 0.60% | −381−7.6% | Reduced |
| Lantz Financial LLC | 4,628 | $845.0K | 0.38% | +464+11.1% | Added |
| Principle Wealth Partners LLC | 4,617 | $843.0K | 0.10% | −100−2.1% | Reduced |
| Glen Eagle Advisors, LLC | 4,615 | $842.5K | 0.23% | +234+5.3% | Added |
| Valmark Advisers, Inc. | 4,613 | $842.0K | 0.02% | −295−6.0% | Reduced |
| 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 |
| Ritholtz Wealth Management | 4,604 | $840.0K | 0.05% | +393+9.3% | Added |
| American Trust | 4,586 | $837.0K | 0.07% | −450−8.9% | Reduced |
| Legacy Financial Advisors, Inc. | 4,578 | $836.0K | 0.21% | −122−2.6% | Reduced |
| JFS Wealth Advisors, LLC | 4,572 | $835.0K | 0.09% | −88−1.9% | Reduced |
| 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 |
| 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 |
| EverSource Wealth Advisors, LLC | 4,499 | $822.0K | 0.21% | +427+10.5% | Added |
| Stableford Capital II LLC | 4,175 | $821.0K | 0.38% | +286+7.4% | Added |
| F3Logic, LLC | 4,482 | $818.0K | 0.14% | +4,482 | New |
| Zeke Capital Advisors, LLC | 4,476 | $817.0K | 0.05% | +708+18.8% | 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 |
| Ocean Capital Management, LLC | 4,483 | $811.0K | 0.44% | +920+25.8% | Added |
| Keudell/Morrison Wealth Management | 4,433 | $809.0K | 0.29% | +711+19.1% | Added |
| Profit Investment Management, LLC | 4,403 | $803.0K | 0.59% | 00.0% | Unchanged |
| 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 |
| Meridian Wealth Advisors, LLC | 4,363 | $796.0K | 0.21% | +620+16.6% | Added |
| IVC Wealth Advisors LLC | 4,320 | $789.0K | 0.61% | −42−1.0% | Reduced |
| S&T Bank | 4,300 | $785.0K | 0.14% | +50+1.2% | Added |
| Signet Financial Management, LLC | 4,291 | $783.0K | 0.15% | −156−3.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,278 | $781.0K | 0.14% | +10+0.2% | Added |
| Grandview Asset Management LLC | 4,257 | $777.0K | 0.43% | −237−5.3% | Reduced |
| Cohen Capital Management, Inc. | 4,250 | $776.0K | 0.16% | 00.0% | Unchanged |
| GAM Holding AG | 4,245 | $775.0K | 0.05% | −6,982−62.2% | Reduced |
| GoalVest Advisory LLC | 4,198 | $775.0K | 0.49% | −46−1.1% | Reduced |
| Trustco Bank Corp N Y | 4,237 | $773.0K | 0.83% | −10.0% | Reduced |
| Covenant Partners, LLC | 4,188 | $764.0K | 0.35% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 4,187 | $764.0K | 0.85% | +45+1.1% | Added |
| Investors Asset Management of Georgia Inc | 4,172 | $762.0K | 0.40% | +120+3.0% | Added |
| S&CO Inc | 4,170 | $761.0K | 0.06% | −20−0.5% | Reduced |
| Kanawha Capital Management LLC | 4,162 | $760.0K | 0.08% | +62+1.5% | Added |
| Wealthspire Advisors, LLC | 4,152 | $758.0K | 0.02% | +1,714+70.3% | Added |
| West Paces Advisors Inc. | 4,151 | $757.7K | 0.26% | +194+4.9% | Added |
| S.A. Mason LLC | 4,136 | $755.0K | 0.55% | −69−1.6% | Reduced |
| Lakeview Capital Partners, LLC | 4,131 | $754.0K | 0.43% | −44−1.1% | Reduced |
| Capstone Investment Advisors, LLC | 4,119 | $752.0K | 0.02% | −16,388−79.9% | Reduced |
| Brightworth | 4,114 | $751.0K | 0.08% | +265+6.9% | Added |
| DF Dent & Co Inc | 4,113 | $751.0K | 0.01% | +2,146+109.1% | Added |
| Monetary Management Group Inc | 4,116 | $751.0K | 0.24% | +3,185+342.1% | Added |
| Barr E S & Co | 4,104 | $749.0K | 0.06% | −11−0.3% | Reduced |
| Pinnacle Private Wealth, LLC | 4,045 | $738.0K | 0.29% | +91+2.3% | Added |
| IHT Wealth Management, LLC | 4,026 | $735.0K | 0.06% | −399−9.0% | Reduced |
| Wilkinson Global Asset Management LLC | 4,027 | $735.0K | 0.06% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 4,024 | $734.0K | 0.28% | +99+2.5% | Added |
| Patten & Patten Inc | 4,007 | $731.0K | 0.06% | −30,182−88.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,998 | $730.0K | 0.03% | +57+1.4% | Added |
| Liberty Wealth Management LLC | 4,001 | $730.0K | 0.30% | +122+3.1% | Added |
| Community Bank & Trust, Waco, Texas | 4,001 | $730.0K | 0.24% | +169+4.4% | Added |
| Terra Nova Asset Management LLC | 3,996 | $729.0K | 0.81% | +66+1.7% | Added |
| Busey Wealth Management | 3,981 | $727.0K | 0.03% | −183−4.4% | Reduced |
| Virtus ETF Advisers LLC | 3,984 | $727.0K | 0.27% | +3,984 | New |
| Maryland Capital Management | 3,972 | $725.0K | 0.06% | −5−0.1% | Reduced |
| Longfellow Investment Management Co LLC | 3,944 | $720.0K | 0.16% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,694 | $720.0K | 0.05% | +192+5.5% | Added |
| Valley National Advisers Inc | 3,858 | $718.0K | 0.15% | +23+0.6% | Added |
| LFS Asset Management | 3,927 | $717.0K | 0.58% | +3,927 | New |
| Washington Trust Bank | 3,918 | $715.0K | 0.09% | +439+12.6% | Added |
| Salvus Wealth Management, LLC | 3,913 | $714.0K | 0.64% | −29−0.7% | Reduced |
| Jeppson Wealth Management, LLC | 3,900 | $712.0K | 0.31% | +904+30.2% | Added |
| Forum Financial Management, LP | 3,890 | $710.0K | 0.04% | −202−4.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,932 | $705.0K | 0.50% | −8−0.2% | Reduced |
| HM Payson & Co | 3,849 | $703.0K | 0.02% | −71−1.8% | Reduced |
| Liberty Capital Management, Inc. | 3,850 | $703.0K | 0.25% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,838 | $701.0K | 0.00% | −23,904−86.2% | Reduced |
| Acropolis Investment Management, LLC | 3,835 | $700.0K | 0.07% | +354+10.2% | Added |
| Simon Quick Advisors, LLC | 3,554 | $699.0K | 0.09% | +3,197+895.5% | Added |