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 |
|---|---|---|---|---|---|
| Investment Partners, Ltd. | 1,985 | $362.0K | 0.18% | +57+3.0% | Added |
| Premier Asset Management LLC | 1,851 | $361.0K | 0.29% | −1,197−39.3% | Reduced |
| Sather Financial Group Inc | 1,979 | $361.0K | 0.04% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 1,969 | $360.0K | 0.11% | +11+0.6% | Added |
| Reynders McVeigh Capital Management, LLC | 1,972 | $360.0K | 0.03% | +1,034+110.2% | Added |
| Univest Financial Corp | 1,969 | $359.0K | 0.12% | −94−4.6% | Reduced |
| Crestwood Advisors Group LLC | 1,968 | $359.0K | 0.01% | +86+4.6% | Added |
| PFS Partners, LLC | 1,963 | $358.3K | 0.35% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,962 | $358.0K | 0.06% | +1,962 | New |
| Investment Advisory Services Inc | 1,958 | $357.0K | 0.21% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,937 | $356.0K | 0.07% | −392−16.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,950 | $356.0K | 0.12% | +88+4.7% | Added |
| Swarthmore Group Inc | 1,944 | $355.0K | 0.14% | −31,057−94.1% | Reduced |
| TNF LLC | 1,888 | $355.0K | 0.17% | −564−23.0% | Reduced |
| Bray Capital Advisors | 1,947 | $355.0K | 0.11% | +7+0.4% | Added |
| Greenwood Gearhart Inc | 1,945 | $355.0K | 0.06% | +81+4.3% | Added |
| Ridgecrest Wealth Partners, LLC | 1,944 | $355.0K | 0.26% | +181+10.3% | Added |
| Atlas Brown,Inc. | 1,937 | $354.0K | 0.17% | −164−7.8% | Reduced |
| West Bancorporation Inc | 1,930 | $352.0K | 0.25% | −135−6.5% | Reduced |
| Perennial Investment Advisors, LLC | 1,932 | $352.0K | 0.14% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,924 | $351.0K | 0.23% | +211+12.3% | Added |
| Vicus Capital | 1,917 | $350.0K | 0.04% | +137+7.7% | Added |
| Weybosset Research & Management LLC | 1,919 | $350.0K | 0.17% | +1,919 | New |
| Stokes Family Office, LLC | 1,903 | $347.0K | 0.05% | −100−5.0% | Reduced |
| BLB&B Advisors, LLC | 1,899 | $347.0K | 0.03% | −100−5.0% | Reduced |
| Buckley Wealth Management, LLC | 1,900 | $347.0K | 0.11% | +1,900 | New |
| River & Mercantile Investments Ltd | 1,895 | $346.0K | 0.10% | −1,085−36.4% | Reduced |
| Wealthsource Partners, LLC | 1,882 | $343.0K | 0.03% | −1,440−43.3% | Reduced |
| Staley Capital Advisers Inc | 1,881 | $343.0K | 0.02% | +1+0.1% | Added |
| Lester Murray Antman dba SimplyRich | 1,882 | $343.0K | 0.14% | 00.0% | Unchanged |
| WC Walker & Associates, Inc. | 1,872 | $342.0K | 0.20% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,859 | $339.0K | 0.26% | −4−0.2% | Reduced |
| Abacus Wealth Partners, LLC | 1,857 | $338.9K | 0.18% | +2+0.1% | Added |
| Argent Capital Management LLC | 1,847 | $337.0K | 0.01% | −151,696−98.8% | Reduced |
| Andesa Financial Management Inc. | 1,841 | $336.0K | 0.21% | −695−27.4% | Reduced |
| Platform Technology Partners | 1,840 | $336.0K | 0.18% | +238+14.9% | Added |
| Platte River Wealth Advisors, LLC | 1,835 | $335.0K | 0.15% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,823 | $333.0K | 0.21% | −206−10.2% | Reduced |
| NovaPoint Capital, LLC | 1,824 | $333.0K | 0.14% | +174+10.5% | Added |
| Herold Advisors, Inc. | 1,829 | $333.0K | 0.15% | +215+13.3% | Added |
| Hazlett, Burt & Watson, Inc. | 1,830 | $332.0K | 0.30% | +34+1.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,814 | $331.0K | 0.04% | −73−3.9% | Reduced |
| Fort Sheridan Advisors LLC | 1,800 | $329.0K | 0.11% | −600−25.0% | Reduced |
| First Pacific Advisors, LP | 1,800 | $329.0K | 0.00% | +1,800 | New |
| Cladis Investment Advisory, LLC | 1,798 | $328.2K | 0.33% | +1+0.1% | Added |
| Legacy Bridge, LLC | 1,792 | $327.0K | 0.24% | −25−1.4% | Reduced |
| Trust Co of Kansas | 1,785 | $326.0K | 0.19% | −40−2.2% | Reduced |
| M&G Investment Management Ltd | 1,777 | $325.0K | 0.00% | −41−2.3% | Reduced |
| Creative Financial Designs Inc | 1,780 | $325.0K | 0.05% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,778 | $324.0K | 0.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,767 | $323.0K | 0.03% | +124+7.5% | Added |
| Financial Management Professionals, Inc. | 1,766 | $322.0K | 0.08% | +200+12.8% | Added |
| Keel Point, LLC | 1,591 | $322.0K | 0.05% | +486+44.0% | Added |
| CoreCap Advisors, LLC | 1,748 | $319.0K | 0.02% | −148−7.8% | Reduced |
| Simplicity Wealth,LLC | 1,749 | $319.0K | 0.47% | −59−3.3% | Reduced |
| Brewin Dolphin Ltd | 1,746 | $319.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,744 | $318.0K | 0.05% | −658−27.4% | Reduced |
| Certified Advisory Corp | 1,742 | $318.0K | 0.07% | +3+0.2% | Added |
| Wealth Management Associates, Inc. | 1,738 | $317.3K | 0.22% | +68+4.1% | Added |
| LWM Advisory Services, LLC | 1,725 | $315.0K | 0.38% | +1,725 | New |
| West Coast Financial LLC | 1,721 | $314.0K | 0.06% | −167−8.8% | Reduced |
| First National Advisers, LLC | 1,716 | $313.0K | 0.65% | +1,716 | New |
| Security National Bank of So Dak | 1,708 | $312.0K | 0.26% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,705 | $311.0K | 0.08% | −350−17.0% | Reduced |
| Vigilare Wealth Management | 1,706 | $311.0K | 0.34% | +2+0.1% | Added |
| Intercontinental Wealth Advisors, LLC | 1,702 | $311.0K | 0.08% | +596+53.9% | Added |
| Everhart Financial Group, Inc. | 1,703 | $310.0K | 0.19% | +1,703 | New |
| Meadow Creek Wealth Advisors LLC | 1,690 | $308.0K | 0.38% | −233−12.1% | Reduced |
| M. Kraus & Co | 1,688 | $308.0K | 0.12% | 00.0% | Unchanged |
| WD Rutherford LLC | 1,690 | $308.0K | 0.24% | +310+22.5% | Added |
| Montag & Caldwell, LLC | 1,682 | $307.0K | 0.04% | +1,682 | New |
| Essex LLC | 1,676 | $306.0K | 0.09% | +1+0.1% | Added |
| West Michigan Advisors, LLC | 1,676 | $306.0K | 0.26% | +212+14.5% | Added |
| Latitude Advisors, LLC | 1,651 | $301.0K | 0.28% | −3,116−65.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,645 | $300.0K | 0.00% | −288,425−99.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,645 | $300.0K | 0.01% | −851−34.1% | Reduced |
| WMS Partners, LLC | 1,646 | $300.0K | 0.05% | +14+0.9% | Added |
| West Family Investments, Inc. | 1,638 | $299.0K | 0.12% | −422−20.5% | Reduced |
| Aspire Capital Advisors LLC | 1,640 | $299.0K | 0.23% | −200−10.9% | Reduced |
| Engineers Gate Manager LP | 1,630 | $298.0K | 0.01% | −4,400−73.0% | Reduced |
| Pacer Advisors, Inc. | 1,625 | $297.0K | 0.00% | −37,273−95.8% | Reduced |
| WBH Advisory Inc | 1,608 | $297.0K | 0.04% | +1+0.1% | Added |
| CWS Financial Advisors, LLC | 1,619 | $296.0K | 0.14% | −29−1.8% | Reduced |
| TCWP LLC | 1,617 | $295.0K | 0.06% | −288−15.1% | Reduced |
| Icapital Wealth LLC | 1,617 | $295.0K | 0.19% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,608 | $294.0K | 0.06% | +8+0.5% | Added |
| Kercheville Advisors, LLC | 1,601 | $292.0K | 0.19% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,595 | $291.0K | 0.04% | −431−21.3% | Reduced |
| Symphony Financial, Ltd. Co. | 1,607 | $291.0K | 0.09% | +8+0.5% | Added |
| LexAurum Advisors, LLC | 1,589 | $290.0K | 0.11% | +1+0.1% | Added |
| Becker Capital Management Inc | 1,586 | $290.0K | 0.01% | +1+0.1% | Added |
| Sage Rhino Capital LLC | 1,571 | $287.0K | 0.11% | −21−1.3% | Reduced |
| Hall Laurie J Trustee | 1,570 | $287.0K | 0.13% | 00.0% | Unchanged |
| Covestor Ltd | 1,561 | $285.0K | 0.23% | +359+29.9% | Added |
| Transparent Wealth Partners LLC | 1,556 | $284.0K | 0.25% | +1,556 | New |
| Bill Few Associates, Inc. | 1,545 | $282.0K | 0.18% | −250−13.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,549 | $282.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,547 | $282.0K | 0.06% | +7+0.5% | Added |
| Sittner & Nelson, LLC | 1,545 | $282.0K | 0.18% | +402+35.2% | Added |
| Saxon Interests, Inc. | 1,537 | $281.0K | 0.17% | +413+36.7% | Added |