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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 3,823 | $698.0K | 0.11% | −4,038−51.4% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,810 | $695.0K | 0.15% | −470−11.0% | Reduced |
| Altus Wealth Group LLC | 3,811 | $694.0K | 0.69% | −298−7.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,791 | $692.0K | 0.05% | +76+2.0% | Added |
| Kingfisher Capital LLC | 3,777 | $690.0K | 0.20% | +10.0% | Added |
| Patten Group, Inc. | 3,700 | $689.0K | 0.22% | +11+0.3% | Added |
| Country Trust Bank | 3,756 | $686.0K | 0.02% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 3,750 | $685.0K | 0.62% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,749 | $684.0K | 0.48% | +472+14.4% | Added |
| Titleist Asset Management, Ltd. | 3,741 | $683.0K | 0.17% | −332−8.2% | Reduced |
| Concord Wealth Partners | 3,744 | $683.0K | 0.19% | −143−3.7% | Reduced |
| Tradewinds, LLC. | 3,688 | $673.0K | 0.46% | +3,688 | New |
| Field & Main Bank | 3,678 | $671.0K | 0.43% | +178+5.1% | Added |
| Greenwich Wealth Management LLC | 3,671 | $670.0K | 0.09% | +173+4.9% | Added |
| Gilman Hill Asset Management, LLC | 3,665 | $669.0K | 0.14% | +990+37.0% | Added |
| Childress Capital Advisors, LLC | 3,660 | $668.0K | 0.26% | +177+5.1% | Added |
| Ancora Advisors, LLC | 3,624 | $662.0K | 0.02% | −56−1.5% | Reduced |
| Pflug Koory, LLC | 3,623 | $661.0K | 0.38% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 3,597 | $657.0K | 0.47% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 3,601 | $657.0K | 0.07% | +1,066+42.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,593 | $656.0K | 0.55% | +10.0% | Added |
| Carl P. Sherr & Co., LLC | 3,591 | $655.0K | 0.49% | −292−7.5% | Reduced |
| Dakota Wealth Management | 3,586 | $655.0K | 0.06% | −271−7.0% | Reduced |
| Thomasville National Bank | 3,576 | $653.0K | 0.07% | −56−1.5% | Reduced |
| Versant Capital Management, Inc | 3,570 | $652.0K | 0.24% | +10+0.3% | Added |
| McAdam, LLC | 3,554 | $649.0K | 0.07% | −29−0.8% | Reduced |
| Defined Wealth Management, LLC | 3,556 | $649.0K | 0.67% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,549 | $648.0K | 0.06% | −246−6.5% | Reduced |
| World Equity Group, Inc. | 3,542 | $646.5K | 0.16% | +189+5.6% | Added |
| Cribstone Capital Management, LLC | 3,532 | $645.0K | 0.40% | +641+22.2% | Added |
| Summit Asset Management, LLC | 3,519 | $642.0K | 0.20% | +175+5.2% | Added |
| AlphaMark Advisors, LLC | 3,518 | $642.0K | 0.30% | +308+9.6% | Added |
| Hengehold Capital Management LLC | 3,504 | $640.0K | 0.09% | +10.0% | Added |
| IFG Advisors, LLC | 3,507 | $640.0K | 0.32% | +10+0.3% | Added |
| NTB Financial Corp | 3,497 | $638.0K | 0.52% | 00.0% | Unchanged |
| Highland Private Wealth Management | 3,492 | $637.0K | 0.10% | +511+17.1% | Added |
| Archer Investment Corp | 3,482 | $635.6K | 0.26% | +432+14.2% | Added |
| Morris Retirement Advisors, LLC | 3,474 | $634.0K | 0.55% | +10.0% | Added |
| GraniteShares Advisors LLC | 3,472 | $633.0K | 0.46% | −421−10.8% | Reduced |
| Grove Bank & Trust | 3,471 | $633.0K | 0.15% | −365−9.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,460 | $632.0K | 0.13% | +608+21.3% | Added |
| Wedmont Private Capital | 3,453 | $630.0K | 0.14% | +595+20.8% | Added |
| Roble, Belko & Company, Inc | 3,444 | $629.0K | 0.14% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 3,439 | $628.0K | 0.13% | −21−0.6% | Reduced |
| Douglas Lane & Associates, LLC | 3,436 | $627.0K | 0.01% | −104−2.9% | Reduced |
| Ausdal Financial Partners, Inc. | 3,436 | $627.0K | 0.09% | +358+11.6% | Added |
| Northstar Advisory Group, LLC | 3,423 | $625.0K | 0.46% | −211−5.8% | Reduced |
| Family Legacy, Inc. | 3,484 | $625.0K | 0.30% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 3,424 | $625.0K | 0.18% | −2−0.1% | Reduced |
| Summit X, LLC | 3,395 | $623.0K | 0.18% | +5+0.1% | Added |
| Tocqueville Asset Management L.P. | 3,415 | $623.0K | 0.01% | +200+6.2% | Added |
| Montecito Bank & Trust | 3,378 | $617.0K | 0.15% | −526−13.5% | Reduced |
| DSC Advisors, L.P. | 3,381 | $617.0K | 0.62% | −522−13.4% | Reduced |
| Harvest Fund Management Co., Ltd | 3,374 | $616.0K | 0.17% | 00.0% | Unchanged |
| SFMG, LLC | 3,364 | $614.0K | 0.07% | +33+1.0% | Added |
| Cornerstone Wealth Group, LLC | 3,337 | $609.0K | 0.13% | −11,972−78.2% | Reduced |
| Cornerstone Capital, Inc. | 3,332 | $608.0K | 0.08% | −4,220−55.9% | Reduced |
| Successful Portfolios LLC | 3,331 | $608.0K | 0.41% | −5−0.1% | Reduced |
| Minot Wealth Management LLC | 3,313 | $605.0K | 0.16% | +137+4.3% | Added |
| Landmark Financial Advisors, LLC | 3,312 | $605.0K | 0.30% | −55−1.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,308 | $604.0K | 0.03% | +79+2.4% | Added |
| Claro Advisors LLC | 3,305 | $603.0K | 0.24% | −602−15.4% | Reduced |
| 55I, LLC | 3,298 | $602.0K | 0.02% | −1,799−35.3% | Reduced |
| Davidson Investment Advisors | 3,293 | $601.0K | 0.05% | −2,031−38.1% | Reduced |
| Royal Capital Wealth Management, LLC | 3,295 | $601.0K | 0.65% | −86−2.5% | Reduced |
| Nicolet Bankshares Inc | 3,287 | $600.0K | 0.16% | +443+15.6% | Added |
| Parkside Financial Bank & Trust | 3,282 | $599.0K | 0.18% | +17+0.5% | Added |
| Powers Advisory Group, LLC | 3,282 | $599.0K | 0.46% | +20+0.6% | Added |
| First International Bank & Trust | 3,279 | $599.0K | 0.22% | +416+14.5% | Added |
| Fukoku Mutual Life Insurance Co | 3,260 | $595.0K | 0.05% | −220−6.3% | Reduced |
| Mascoma Wealth Management LLC | 3,259 | $595.0K | 0.20% | −41−1.2% | Reduced |
| Richwood Investment Advisors, LLC | 3,258 | $595.0K | 0.60% | 00.0% | Unchanged |
| Burney Co | 3,235 | $591.0K | 0.03% | −49−1.5% | Reduced |
| Proficio Capital Partners LLC | 3,238 | $591.0K | 0.11% | +222+7.4% | Added |
| Montis Financial, LLC | 3,234 | $590.0K | 0.55% | −137−4.1% | Reduced |
| Selective Wealth Management, Inc. | 3,197 | $584.0K | 0.21% | +55+1.8% | Added |
| Advisors Capital Management, LLC | 3,169 | $579.0K | 0.02% | +142+4.7% | Added |
| Vigilant Capital Management, LLC | 3,169 | $578.0K | 0.05% | +62+2.0% | Added |
| E&G Advisors, LP | 3,162 | $577.0K | 0.20% | 00.0% | Unchanged |
| First Nebraska Trust Co | 3,159 | $576.6K | 0.08% | +18+0.6% | Added |
| Accuvest Global Advisors | 3,132 | $572.0K | 0.37% | +1,182+60.6% | Added |
| Intrua Financial, LLC | 3,130 | $571.0K | 0.12% | +1,563+99.7% | Added |
| Sun Life Financial INC | 3,115 | $570.0K | 0.04% | −130−4.0% | Reduced |
| Formidable Asset Management, LLC | 3,112 | $570.0K | 0.13% | +24+0.8% | Added |
| Cobblestone Capital Advisors LLC | 3,123 | $570.0K | 0.04% | +998+47.0% | Added |
| Marble Harbor Investment Counsel, LLC | 3,110 | $568.0K | 0.09% | +1,230+65.4% | Added |
| Center for Financial Planning, Inc. | 3,108 | $567.0K | 0.14% | −55−1.7% | Reduced |
| Octavia Wealth Advisors, LLC | 3,097 | $567.0K | 0.15% | +6+0.2% | Added |
| Beaumont Financial Partners, LLC | 3,103 | $567.0K | 0.05% | +38+1.2% | Added |
| Kore Private Wealth LLC | 3,097 | $565.0K | 0.09% | −129−4.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,090 | $564.0K | 0.17% | −7−0.2% | Reduced |
| Barings LLC | 3,080 | $562.0K | 0.02% | +386+14.3% | Added |
| Newman Dignan & Sheerar, Inc. | 3,073 | $561.0K | 0.19% | +10.0% | Added |
| Hudson Capital Management LLC | 3,064 | $559.0K | 0.27% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 3,055 | $558.0K | 0.17% | −75−2.4% | Reduced |
| ETF Managers Group, LLC | 3,072 | $556.0K | 0.02% | −1,080−26.0% | Reduced |
| Segment Wealth Management, LLC | 3,041 | $555.0K | 0.07% | −1,333−30.5% | Reduced |
| MA Private Wealth | 3,110 | $553.0K | 0.13% | −117−3.6% | Reduced |
| McGuire Investment Group, LLC | 3,030 | $553.0K | 0.12% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,031 | $553.0K | 0.31% | +149+5.2% | Added |