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 |
|---|---|---|---|---|---|
| Brown Advisory Securities, LLC | 1,197 | $218.0K | 0.21% | +51+4.5% | Added |
| Berger Financial Group, Inc | 1,189 | $217.0K | 0.03% | −103−8.0% | Reduced |
| Bickling Financial Services, Inc. | 1,181 | $216.0K | 0.14% | −24−2.0% | Reduced |
| Act Wealth Management, LLC | 1,679 | $215.0K | 0.14% | +500+42.4% | Added |
| Ellis Investment Partners, LLC | 1,178 | $215.0K | 0.06% | +8+0.7% | Added |
| Capital Advisors, Ltd. LLC | 1,171 | $214.0K | 0.04% | +29+2.5% | Added |
| Kenfarb & Co. | 1,000 | $214.0K | 0.17% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,165 | $213.0K | 0.15% | +19+1.7% | Added |
| Opal Wealth Advisors, LLC | 1,161 | $212.0K | 0.14% | −106−8.4% | Reduced |
| Beacon Financial Advisory LLC | 1,164 | $212.0K | 0.12% | +227+24.2% | Added |
| Steel Peak Wealth Management LLC | 1,157 | $211.0K | 0.02% | −2,094−64.4% | Reduced |
| Hudock, Inc. | 1,154 | $210.0K | 0.07% | +5+0.4% | Added |
| West Branch Capital LLC | 1,151 | $210.0K | 0.12% | +6+0.5% | Added |
| Crescent Grove Advisors, LLC | 1,144 | $209.0K | 0.02% | −936−45.0% | Reduced |
| Holderness Investments Co | 1,145 | $209.0K | 0.09% | −60−5.0% | Reduced |
| Garrison Point Advisors, LLC | 1,140 | $208.0K | 0.17% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,133 | $207.0K | 0.01% | +46+4.2% | Added |
| Connecticut Wealth Management, LLC | 1,134 | $207.0K | 0.02% | +1,134 | New |
| Clean Yield Group | 1,121 | $205.0K | 0.09% | −250−18.2% | Reduced |
| Bedel Financial Consulting, Inc. | 1,121 | $205.0K | 0.06% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,124 | $205.0K | 0.11% | +11+1.0% | Added |
| Gillespie Robinson & Grimm Inc | 1,116 | $204.0K | 0.02% | −15−1.3% | Reduced |
| JB Capital LLC | 1,118 | $204.0K | 0.02% | +1+0.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,110 | $203.0K | 0.06% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,109 | $202.0K | 0.13% | +8+0.7% | Added |
| Private Ocean, LLC | 1,107 | $202.0K | 0.03% | +130+13.3% | Added |
| Northside Capital Management, LLC | 1,100 | $201.0K | 0.06% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,100 | $201.0K | 0.10% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 1,100 | $201.0K | 0.13% | 00.0% | Unchanged |
| MQS Management LLC | 1,096 | $200.0K | 0.14% | +1,096 | New |
| Connectus Wealth, LLC | 1,096 | $200.0K | 0.00% | +1,096 | New |
| Carmichael Hill & Associates, Inc. | 1,092 | $199.0K | 0.11% | −490−31.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,080 | $197.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,077 | $197.0K | 0.02% | +453+72.6% | Added |
| HHM Wealth Advisors, LLC | 1,073 | $196.0K | 0.05% | +67+6.7% | Added |
| Fairfield Financial Advisors, LTD | 1,065 | $194.4K | 0.09% | +180+20.3% | Added |
| Beacon Capital Management, LLC | 901 | $193.0K | 0.05% | 00.0% | Unchanged |
| Mirova | 1,035 | $188.0K | 0.03% | −2,295−68.9% | Reduced |
| Hillsdale Investment Management Inc. | 1,027 | $187.0K | 0.01% | +404+64.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,020 | $186.0K | 0.04% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 999 | $182.0K | 0.03% | −102−9.3% | Reduced |
| Institutional & Family Asset Management, LLC | 995 | $182.0K | 0.03% | +459+85.6% | Added |
| Global Financial Private Client, LLC | 981 | $181.5K | 0.10% | +491+100.2% | Added |
| McCarthy Grittinger Financial Group, LLC | 992 | $181.1K | 0.08% | −42−4.1% | Reduced |
| Pinnacle Holdings, LLC | 986 | $180.0K | 0.08% | +986 | New |
| Tevis Investment Management | 944 | $174.0K | 0.17% | +183+24.0% | Added |
| Atticus Wealth Management, LLC | 944 | $172.0K | 0.07% | +3+0.3% | Added |
| Curi Capital | 908 | $166.0K | 0.03% | +782+620.6% | Added |
| Private Capital Group, LLC | 881 | $161.0K | 0.12% | −490−35.7% | Reduced |
| Stephens Investment Management Group LLC | 869 | $159.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 850 | $155.0K | 0.05% | −24−2.7% | Reduced |
| Salem Investment Counselors Inc | 847 | $155.0K | 0.01% | +68+8.7% | Added |
| Webster Bank, N. A. | 843 | $153.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 834 | $152.0K | 0.03% | −33−3.8% | Reduced |
| Lee Financial Co | 823 | $150.0K | 0.03% | −89−9.8% | Reduced |
| CNB Bank | 825 | $150.0K | 0.10% | −50−5.7% | Reduced |
| LSV Asset Management | 800 | $146.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 797 | $146.0K | 0.14% | +5+0.6% | Added |
| Sound Income Strategies, LLC | 800 | $146.0K | 0.02% | +32+4.2% | Added |
| Tucker Asset Management LLC | 789 | $143.9K | 0.05% | +12+1.5% | Added |
| Toth Financial Advisory Corp | 755 | $138.0K | 0.02% | +35+4.9% | Added |
| JJJ Advisors Inc. | 704 | $137.0K | 0.04% | +513+268.6% | Added |
| Ahrens Investment Partners LLC | 729 | $133.0K | 0.06% | −155−17.5% | Reduced |
| Ellevest, Inc. | 706 | $129.0K | 0.01% | −49−6.5% | Reduced |
| MCF Advisors LLC | 692 | $126.0K | 0.01% | +23+3.4% | Added |
| Missouri Trust & Investment Co | 685 | $125.0K | 0.08% | 00.0% | Unchanged |
| JNBA Financial Advisors | 678 | $124.0K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 677 | $124.0K | 0.09% | +3+0.4% | Added |
| IAG Wealth Partners, LLC | 660 | $120.0K | 0.04% | −5−0.8% | Reduced |
| Raffa Wealth Management, LLC | 636 | $116.1K | 0.05% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 630 | $115.0K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 630 | $115.0K | 0.04% | 00.0% | Unchanged |
| Rock Creek Group, LP | 623 | $114.0K | 0.01% | +24+4.0% | Added |
| CenterStar Asset Management, LLC | – | $114.0K | 0.12% | – | New |
| Atlas Capital Advisors LLC | 624 | $113.9K | 0.02% | +25+4.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 611 | $112.0K | 0.00% | −601−49.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 613 | $112.0K | 0.06% | +613 | New |
| First Command Bank | 609 | $111.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 609 | $111.0K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 600 | $110.0K | 0.00% | −2,613−81.3% | Reduced |
| Highlander Capital Management, LLC | 600 | $110.0K | 0.06% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 591 | $108.0K | 0.00% | −139−19.0% | Reduced |
| TFC Financial Management | 567 | $104.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 555 | $101.0K | 0.03% | +5+0.9% | Added |
| Sierra Capital LLC | 542 | $99.0K | 0.02% | −6−1.1% | Reduced |
| Wagner Wealth Management, LLC | 534 | $98.0K | 0.08% | +534 | New |
| Monolith Advisors | 532 | $97.0K | 0.10% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 530 | $96.7K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 528 | $96.0K | 0.02% | 00.0% | Unchanged |
| American Research & Management Co. | 513 | $94.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 510 | $93.0K | 0.02% | +23+4.7% | Added |
| Chilton Capital Management LLC | 510 | $93.0K | 0.01% | +510 | New |
| Plante Moran Financial Advisors, LLC | 504 | $92.0K | 0.02% | −25−4.7% | Reduced |
| Tacita Capital Inc | 505 | $92.0K | 0.06% | 00.0% | Unchanged |
| Arlington Partners LLC | 506 | $92.0K | 0.03% | +189+59.6% | Added |
| Joseph P. Lucia & Associates, LLC | 500 | $91.0K | 0.06% | −100−16.7% | Reduced |
| Blume Capital Management, Inc. | 499 | $91.0K | 0.04% | −25−4.8% | Reduced |
| Norwood Financial Corp | 500 | $91.0K | 0.16% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 500 | $91.0K | 0.07% | 00.0% | Unchanged |
| Crewe Advisors LLC | 482 | $88.0K | 0.02% | +339+237.1% | Added |