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 |
|---|---|---|---|---|---|
| Red Wave Investments LLC | 3,025 | $552.0K | 0.23% | −220−6.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,022 | $552.0K | 0.18% | −40−1.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,021 | $551.0K | 0.18% | +269+9.8% | Added |
| Harbour Capital Advisors, LLC | 3,009 | $549.0K | 0.18% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,000 | $548.0K | 0.05% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 3,000 | $548.0K | 0.27% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 3,000 | $548.0K | 0.54% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,989 | $546.0K | 0.10% | +1,445+93.6% | Added |
| Putnam Investments LLC | 2,988 | $545.0K | 0.00% | −17,336−85.3% | Reduced |
| Krane Funds Advisors LLC | 2,978 | $544.0K | 0.02% | −1,600−34.9% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 2,979 | $544.0K | 0.18% | +325+12.2% | Added |
| Cadence Bank NA | 2,963 | $540.0K | 0.18% | +411+16.1% | Added |
| DRW Securities, LLC | 2,959 | $540.0K | 0.14% | +2,959 | New |
| Tower Wealth Partners, Inc. | 2,947 | $538.0K | 0.71% | +603+25.7% | Added |
| Bellecapital International Ltd. | 2,943 | $537.0K | 0.15% | −500−14.5% | Reduced |
| Indiana Trust & Investment Management CO | 2,929 | $535.0K | 0.30% | 00.0% | Unchanged |
| RDA Financial Network | 2,920 | $533.0K | 0.27% | +63+2.2% | Added |
| Dana Investment Advisors, Inc. | 2,921 | $533.0K | 0.03% | +1,051+56.2% | Added |
| Corrigan Financial, Inc. | 2,917 | $532.5K | 0.19% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,905 | $530.0K | 0.11% | +3+0.1% | Added |
| Westhampton Capital, LLC | 2,900 | $529.0K | 0.37% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,900 | $529.0K | 0.25% | +100+3.6% | Added |
| Kolinsky Wealth Management, LLC | 2,894 | $528.0K | 0.62% | −39−1.3% | Reduced |
| Alliance Wealth Advisors, LLC | 2,890 | $528.0K | 0.46% | +14+0.5% | Added |
| Roberts Glore & Co Inc | 2,883 | $526.0K | 0.18% | +18+0.6% | Added |
| Hirtle Callaghan & Co LLC | 2,874 | $525.0K | 0.03% | −1,271−30.7% | Reduced |
| King Wealth | 2,859 | $522.0K | 0.12% | +10.0% | Added |
| FourThought Financial, LLC | 2,856 | $521.0K | 0.08% | −705−19.8% | Reduced |
| Ledyard National Bank | 2,851 | $521.0K | 0.06% | +258+9.9% | Added |
| Gray Wealth Management Inc. | 2,833 | $517.0K | 0.31% | −16−0.6% | Reduced |
| Davidson Trust Co | 2,829 | $516.0K | 0.46% | −25−0.9% | Reduced |
| EPG Wealth Management LLC | 2,811 | $513.0K | 0.22% | +2,811 | New |
| Reitz Capital Advisors LLC | 2,796 | $510.0K | 0.46% | +523+23.0% | Added |
| Continuum Advisory, LLC | 2,787 | $509.0K | 0.09% | +978+54.1% | Added |
| RB Capital Management, LLC | 2,782 | $508.0K | 0.19% | +93+3.5% | Added |
| Vance Wealth, Inc. | 2,780 | $507.0K | 0.39% | 00.0% | Unchanged |
| David Loasby | 2,714 | $505.0K | 0.07% | +8+0.3% | Added |
| Opus Capital Group, LLC | 2,762 | $504.0K | 0.10% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 2,761 | $504.0K | 0.30% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,684 | $504.0K | 0.11% | +146+5.8% | Added |
| Sound View Wealth Advisors Group, LLC | 2,734 | $499.0K | 0.10% | −13−0.5% | Reduced |
| MidWestOne Financial Group, Inc. | 2,733 | $499.0K | 0.12% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 2,735 | $499.0K | 0.20% | +2,735 | New |
| Personal Cfo Solutions, LLC | 2,730 | $498.0K | 0.12% | +222+8.9% | Added |
| Roosevelt Investment Group LLC | 2,724 | $497.0K | 0.04% | +221+8.8% | Added |
| Renasant Bank | 2,721 | $497.0K | 0.41% | +384+16.4% | Added |
| Retirement Guys Formula LLC | 2,715 | $495.0K | 0.51% | +843+45.0% | Added |
| Robertson Stephens Wealth Management, LLC | 2,711 | $494.0K | 0.05% | −1,319−32.7% | Reduced |
| Mechanics Financial Corp | 2,705 | $494.0K | 0.30% | +30+1.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,699 | $493.0K | 0.32% | +2+0.1% | Added |
| Suncoast Equity Management | 2,703 | $493.0K | 0.09% | +2,703 | New |
| Weatherly Asset Management L. P. | 2,694 | $492.0K | 0.07% | −80−2.9% | Reduced |
| Blodgett Wealth Advisors, LLC | 2,691 | $491.0K | 0.54% | −422−13.6% | Reduced |
| SignalPoint Asset Management, LLC | 2,684 | $489.0K | 0.18% | +347+14.8% | Added |
| Wealth Management Solutions, LLC | 2,671 | $488.0K | 0.27% | −725−21.3% | Reduced |
| Accel Wealth Management | 2,673 | $488.0K | 0.28% | −219−7.6% | Reduced |
| Titus Wealth Management | 2,674 | $488.0K | 0.24% | +45+1.7% | Added |
| Measured Wealth Private Client Group, LLC | 2,668 | $487.0K | 0.22% | +518+24.1% | Added |
| Evoke Wealth, LLC | 2,659 | $485.0K | 0.02% | −632−19.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,645 | $483.0K | 0.22% | +12+0.5% | Added |
| KRS Capital Management, LLC | 2,639 | $481.0K | 0.68% | +71+2.8% | Added |
| Thoroughbred Financial Services, LLC | 2,610 | $476.0K | 0.09% | −2−0.1% | Reduced |
| Winthrop Advisory Group LLC | 2,604 | $475.0K | 0.11% | 00.0% | Unchanged |
| Peavine Capital, LLC | 2,600 | $475.0K | 0.11% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,605 | $475.0K | 0.07% | +78+3.1% | Added |
| Guardian Wealth Advisors, LLC | 2,601 | $475.0K | 0.09% | +1,284+97.5% | Added |
| Capital Analysts, LLC | 2,595 | $474.0K | 0.03% | −564−17.9% | Reduced |
| Flagship Harbor Advisors, LLC | 2,597 | $474.0K | 0.05% | +61+2.4% | Added |
| Bank of Nova Scotia Trust Co | 2,591 | $473.0K | 0.05% | −10.0% | Reduced |
| WESPAC Advisors, LLC | 2,594 | $473.0K | 0.36% | +927+55.6% | Added |
| CoreFirst Bank & Trust | 2,588 | $472.0K | 0.37% | +66+2.6% | Added |
| Cannon Financial Strategists, Inc. | 2,582 | $471.3K | 0.18% | +21+0.8% | Added |
| Delta Financial Advisors LLC | 2,571 | $469.0K | 0.23% | +6+0.2% | Added |
| Eudaimonia Advisors LLC | 2,564 | $468.0K | 0.32% | −309−10.8% | Reduced |
| AMJ Financial Wealth Management | 2,558 | $467.0K | 0.40% | −799−23.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,556 | $467.0K | 0.12% | −48−1.8% | Reduced |
| Shufro Rose & Co LLC | 2,551 | $466.0K | 0.04% | −51−2.0% | Reduced |
| First City Capital Management, Inc. | 2,555 | $466.0K | 0.29% | +40+1.6% | Added |
| Skba Capital Management LLC | 2,550 | $465.0K | 0.09% | +350+15.9% | Added |
| Vista Investment Management | 2,546 | $465.0K | 0.28% | +461+22.1% | Added |
| Baker Boyer National Bank | 2,536 | $463.0K | 0.23% | +150+6.3% | Added |
| Pacitti Group Inc. | 2,531 | $462.0K | 0.35% | +3+0.1% | Added |
| NCM Capital Management, LLC | 2,520 | $460.0K | 0.32% | +203+8.8% | Added |
| O'Rourke & Company, Inc | 2,516 | $459.0K | 0.39% | +13+0.5% | Added |
| Graypoint LLC | 2,514 | $459.0K | 0.06% | +115+4.8% | Added |
| Austin Asset Management Co Inc | 2,505 | $457.0K | 0.16% | −111−4.2% | Reduced |
| First Citizens Bank & Trust Co | 2,497 | $456.0K | 0.02% | −186−6.9% | Reduced |
| Crossvault Capital Management LLC | 2,498 | $456.0K | 0.18% | +125+5.3% | Added |
| Ern LLC | 2,500 | $456.0K | 0.51% | +2,500 | New |
| Secure Asset Management, LLC | 2,493 | $455.0K | 0.25% | −152−5.7% | Reduced |
| N.E.W. Advisory Services LLC | 2,494 | $455.0K | 0.08% | −52−2.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,487 | $454.0K | 0.98% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 2,480 | $453.0K | 0.01% | −1,954−44.1% | Reduced |
| Atlas Private Wealth Management | 2,480 | $453.0K | 0.31% | −255−9.3% | Reduced |
| OPSEU Pension Plan Trust Fund | 2,543 | $453.0K | 0.11% | +2,543 | New |
| Founders Capital Management, LLC | 2,475 | $452.0K | 0.12% | 00.0% | Unchanged |
| NTV Asset Management LLC | 2,476 | $452.0K | 0.09% | +3+0.1% | Added |
| Adirondack Trust Co | 2,477 | $452.0K | 0.24% | +166+7.2% | Added |
| Principal Street Partners, LLC | 2,467 | $451.0K | 0.12% | −835−25.3% | Reduced |
| St. Johns Investment Management Company, LLC | 2,471 | $451.0K | 0.29% | +455+22.6% | Added |