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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 1,525 | $278.0K | 0.04% | −73−4.6% | Reduced |
| Aspiriant, LLC | 1,523 | $278.0K | 0.01% | −44−2.8% | Reduced |
| Coyle Financial Counsel LLC | 1,522 | $278.0K | 0.15% | +4+0.3% | Added |
| Gamco Investors, Inc. Et Al | 1,510 | $276.0K | 0.00% | −67−4.2% | Reduced |
| Boltwood Capital Management | 1,510 | $276.0K | 0.12% | −35−2.3% | Reduced |
| Berkeley Capital Partners, LLC | 1,514 | $276.0K | 0.11% | +50+3.4% | Added |
| QVR LLC | 1,500 | $274.0K | 0.22% | −664−30.7% | Reduced |
| Rbo & Co LLC | 1,500 | $274.0K | 0.05% | 00.0% | Unchanged |
| SBK Financial, Inc. | 1,500 | $274.0K | 0.36% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,504 | $274.0K | 0.19% | +26+1.8% | Added |
| Grant/GrossMendelsohn, LLC | 1,527 | $273.0K | 0.15% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 1,494 | $273.0K | 0.04% | +1,494 | New |
| Braun-Bostich & Associates Inc. | 1,489 | $272.0K | 0.71% | −523−26.0% | Reduced |
| Enhancing Capital LLC | 1,492 | $272.0K | 0.32% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 1,492 | $272.0K | 0.15% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 1,492 | $272.0K | 0.03% | +18+1.2% | Added |
| Compass Financial Advisors LLC | 1,485 | $271.0K | 0.37% | +4+0.3% | Added |
| Ambassador Advisors, LLC | 1,484 | $271.0K | 0.06% | +6+0.4% | Added |
| Insight Advisors, LLC | 1,390 | $270.0K | 0.09% | −47−3.3% | Reduced |
| U S Global Investors Inc | 1,469 | $268.0K | 0.01% | +18+1.2% | Added |
| Sanders Morris Harris LLC | 1,470 | $268.0K | 0.06% | +200+15.7% | Added |
| Quantum Financial Advisors, LLC | 1,319 | $267.0K | 0.10% | +1,319 | New |
| Harvey Investment Co LLC | 1,458 | $266.0K | 0.04% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,459 | $266.0K | 0.02% | +36+2.5% | Added |
| Capital Advisors Wealth Management, LLC | 1,453 | $265.0K | 0.09% | +1,453 | New |
| Capstone Wealth Management Group, LLC | 1,448 | $264.0K | 0.32% | +9+0.6% | Added |
| First Interstate Bank | 1,445 | $264.0K | 0.02% | +1,445 | New |
| Fortitude Advisory Group L.L.C. | 1,441 | $263.0K | 0.25% | +20+1.4% | Added |
| Fieldpoint Private Securities, LLC | 1,439 | $263.0K | 0.08% | +267+22.8% | Added |
| Wealth Effects LLC | 1,427 | $261.0K | 0.16% | −195−12.0% | Reduced |
| Modera Wealth Management, LLC | 1,423 | $260.0K | 0.01% | +273+23.7% | Added |
| Tiemann Investment Advisors, LLC | 1,407 | $257.0K | 0.14% | −110−7.3% | Reduced |
| Eagle Bay Advisors LLC | 1,406 | $256.7K | 0.16% | +960+215.2% | Added |
| Quadrant Private Wealth Management, LLC | 1,400 | $256.0K | 0.11% | −383−21.5% | Reduced |
| Summit Financial Group Inc | 1,402 | $256.0K | 0.10% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,403 | $256.0K | 0.20% | +1,403 | New |
| Knightsbridge Asset Management, LLC | 1,394 | $255.0K | 0.05% | +236+20.4% | Added |
| Providence Wealth Advisors, LLC | 1,389 | $255.0K | 0.18% | +330+31.2% | Added |
| Northwest Wealth Management, LLC | 1,396 | $255.0K | 0.11% | +452+47.9% | Added |
| Acorn Financial Advisory Services Inc | 1,391 | $254.0K | 0.06% | −37−2.6% | Reduced |
| Stamos Capital Partners, L.P. | 1,380 | $252.0K | 0.08% | −8,420−85.9% | Reduced |
| Elgethun Capital Management | 1,393 | $252.0K | 0.10% | +11+0.8% | Added |
| Raleigh Capital Management Inc. | 1,374 | $251.0K | 0.14% | +1,374 | New |
| Brown, Lisle/Cummings, Inc. | 1,373 | $250.6K | 0.14% | +126+10.1% | Added |
| Indie Asset Partners, LLC | 1,372 | $250.0K | 0.22% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 1,370 | $250.0K | 0.12% | +40+3.0% | Added |
| ASB Consultores, LLC | 1,362 | $249.0K | 0.11% | −1,529−52.9% | Reduced |
| First PREMIER Bank | 1,367 | $249.0K | 0.07% | +30+2.2% | Added |
| CVA Family Office, LLC | 1,365 | $249.0K | 0.07% | +205+17.7% | Added |
| Appleton Partners Inc | 1,358 | $248.0K | 0.02% | +208+18.1% | Added |
| ELCO Management Co., LLC | 1,355 | $247.0K | 0.20% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,352 | $247.0K | 0.11% | +55+4.2% | Added |
| Planning Center, Inc. | 1,332 | $247.0K | 0.19% | +50+3.9% | Added |
| Regents of the University of California | 1,350 | $246.0K | 0.05% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,340 | $245.0K | 0.03% | −23−1.7% | Reduced |
| Osborne Partners Capital Management, LLC | 1,341 | $245.0K | 0.02% | −10−0.7% | Reduced |
| St Germain D J Co Inc | 1,342 | $245.0K | 0.02% | +30+2.3% | Added |
| Rosenberg Matthew Hamilton | 1,315 | $243.0K | 0.09% | +257+24.3% | Added |
| Angeles Wealth Management, LLC | 1,326 | $242.0K | 0.05% | −6−0.5% | Reduced |
| Ssi Investment Management LLC | 1,319 | $242.0K | 0.02% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 1,291 | $239.0K | 0.18% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,311 | $239.0K | 0.00% | +55+4.4% | Added |
| Sunburst Financial Group, LLC | 1,309 | $239.0K | 0.11% | +88+7.2% | Added |
| Dillon & Associates Inc | 1,302 | $238.0K | 0.05% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,303 | $238.0K | 0.06% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,298 | $237.0K | 0.05% | −27−2.0% | Reduced |
| Blue Barn Wealth, LLC | 1,298 | $237.0K | 0.18% | +1,298 | New |
| KCS Wealth Advisory | 1,295 | $236.0K | 0.10% | 00.0% | Unchanged |
| BT Wealth Management LLC | 1,294 | $236.0K | 0.07% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,287 | $235.0K | 0.17% | +33+2.6% | Added |
| Pinnacle Bancorp, Inc. | 1,284 | $234.0K | 0.10% | −15−1.2% | Reduced |
| Vestor Capital, LLC | 1,275 | $233.0K | 0.03% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,274 | $233.0K | 0.07% | +65+5.4% | Added |
| Salomon & Ludwin, LLC | 1,275 | $233.0K | 0.04% | +190+17.5% | Added |
| German American Bancorp, Inc. | 1,268 | $231.0K | 0.04% | −66−4.9% | Reduced |
| Key Financial Inc | 1,242 | $230.0K | 0.12% | 00.0% | Unchanged |
| Mma Asset Management LLC | 1,258 | $230.0K | 0.20% | 00.0% | Unchanged |
| Derbend Asset Management | 1,256 | $229.0K | 0.19% | −106−7.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1,257 | $229.0K | 0.02% | +24+1.9% | Added |
| Wealthquest Corp | 1,254 | $228.0K | 0.03% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 1,248 | $227.8K | 0.10% | +28+2.3% | Added |
| Aveo Capital Partners, LLC | 1,241 | $227.0K | 0.04% | −45−3.5% | Reduced |
| Sunflower Bank, N.A. | 1,239 | $226.0K | 0.04% | −2,595−67.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,204 | $226.0K | 0.10% | −616−33.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,238 | $226.0K | 0.17% | −89−6.7% | Reduced |
| Madison Wealth Partners, Inc | 1,237 | $226.0K | 0.14% | +8+0.7% | Added |
| Holistic Financial Partners | 1,232 | $225.0K | 0.21% | −292−19.2% | Reduced |
| Mezzasalma Advisors, LLC | 1,233 | $225.0K | 0.19% | +68+5.8% | Added |
| FSM Wealth Advisors, LLC | 1,145 | $225.0K | 0.22% | +1,145 | New |
| Horizon Family Wealth, Inc. | 1,226 | $224.0K | 0.26% | −36−2.9% | Reduced |
| Nadler Financial Group, Inc. | 1,226 | $224.0K | 0.04% | −21−1.7% | Reduced |
| Trust Co | 1,228 | $224.0K | 0.05% | −12−1.0% | Reduced |
| Redmont Wealth Advisors LLC | 1,227 | $224.0K | 0.27% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 1,227 | $224.0K | 0.22% | +10+0.8% | Added |
| Independent Solutions Wealth Management, LLC | 1,224 | $223.4K | 0.07% | +254+26.2% | Added |
| Warren Averett Asset Management, LLC | 1,212 | $221.0K | 0.02% | −133−9.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,209 | $221.0K | 0.29% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 1,208 | $220.0K | 0.10% | −69−5.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 1,200 | $219.0K | 0.07% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,194 | $218.0K | 0.12% | −153−11.4% | Reduced |