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 |
|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 475 | $87.0K | 0.06% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 476 | $87.0K | 0.01% | +226+90.4% | Added |
| BerganKDV Wealth Management, LLC | 471 | $86.0K | 0.01% | −30−6.0% | Reduced |
| Castle Wealth Management LLC | 461 | $84.0K | 0.05% | +461 | New |
| First Personal Financial Services | 451 | $82.0K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 446 | $82.0K | 0.06% | +1+0.2% | Added |
| Beaird Harris Wealth Management, LLC | 445 | $81.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 430 | $79.0K | 0.02% | −105−19.6% | Reduced |
| Riverview Trust Co | 421 | $77.0K | 0.07% | −47−10.0% | Reduced |
| Schubert & Co | 409 | $75.0K | 0.07% | +63+18.2% | Added |
| Family CFO Inc | 400 | $73.0K | 0.08% | 00.0% | Unchanged |
| Addison Advisors LLC | 402 | $73.0K | 0.04% | −116−22.4% | Reduced |
| FAI Wealth Management | 400 | $73.0K | 0.07% | 00.0% | Unchanged |
| TSFG, LLC | 396 | $72.0K | 0.03% | −20−4.8% | Reduced |
| Compagnie Lombard Odier SCmA | 390 | $71.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 384 | $70.0K | 0.12% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 361 | $66.0K | 0.02% | −10−2.7% | Reduced |
| Cascade Investment Advisors, Inc. | 355 | $64.8K | 0.05% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 350 | $64.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 350 | $64.0K | 0.06% | +179+104.7% | Added |
| Capital Directions Investment Advisors, LLC | 338 | $62.0K | 0.02% | −70−17.2% | Reduced |
| Earnest Partners LLC | 338 | $62.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 340 | $62.0K | 0.05% | +40+13.3% | Added |
| Charter Oak Capital Management, LLC | 324 | $59.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 316 | $58.0K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 318 | $58.0K | 0.04% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 300 | $55.0K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 300 | $55.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 293 | $53.5K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 289 | $53.0K | 0.03% | −38−11.6% | Reduced |
| Annapolis Financial Services, LLC | 281 | $51.0K | 0.02% | +1+0.4% | Added |
| Vectors Research Management, LLC | 280 | $51.0K | 0.01% | +25+9.8% | Added |
| Lansing Street Advisors | 280 | $51.0K | 0.04% | +2+0.7% | Added |
| Steward Financial Group LLC | 281 | $51.0K | 0.04% | +131+87.3% | Added |
| HC Financial Advisors Inc | 276 | $50.0K | 0.03% | +61+28.4% | Added |
| M&R Capital Management Inc | 267 | $48.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 263 | $48.0K | 0.02% | +164+165.7% | Added |
| Cordasco Financial Network | 259 | $47.0K | 0.03% | +104+67.1% | Added |
| RWM Asset Management, LLC | 245 | $45.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 246 | $44.0K | 0.00% | −5−2.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 248 | $44.0K | 0.04% | +3+1.2% | Added |
| BDO Wealth Advisors, LLC | 236 | $43.0K | 0.01% | −70−22.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 237 | $43.0K | 0.02% | +10+4.4% | Added |
| WFA of San Diego, LLC | 230 | $42.0K | 0.04% | +230 | New |
| Gould Capital, LLC | 227 | $41.0K | 0.03% | 00.0% | Unchanged |
| Rational Advisors LLC | 227 | $41.0K | 0.00% | +35+18.2% | Added |
| Coastal Capital Group, Inc. | 221 | $40.0K | 0.01% | −1,674−88.3% | Reduced |
| Piscataqua Savings Bank | 218 | $40.0K | 0.04% | −50−18.7% | Reduced |
| Win Advisors, Inc | 213 | $39.0K | 0.08% | +90+73.2% | Added |
| Bogart Wealth, LLC | 207 | $38.0K | 0.00% | +30+16.9% | Added |
| Bell Investment Advisors, Inc | 208 | $38.0K | 0.01% | +208 | New |
| Simplex Trading, LLC | 200 | $36.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 198 | $36.0K | 0.01% | +198 | New |
| West Oak Capital, LLC | 191 | $35.0K | 0.02% | −36−15.9% | Reduced |
| Duncker Streett & Co Inc | 185 | $34.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 185 | $34.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 187 | $34.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 188 | $34.0K | 0.00% | +188 | New |
| Guardian Wealth Management, Inc. | 183 | $33.0K | 0.04% | −524−74.1% | Reduced |
| Winch Advisory Services, LLC | 178 | $33.0K | 0.01% | +137+334.1% | Added |
| Marquette Asset Management, LLC | 176 | $32.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 176 | $32.0K | 0.01% | −93−34.6% | Reduced |
| Life Planning Partners, Inc | 167 | $30.0K | 0.03% | 00.0% | Unchanged |
| Joseph Group Capital Management | 165 | $30.0K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 150 | $27.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 150 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 150 | $27.0K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 142 | $26.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 140 | $26.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 142 | $26.0K | 0.02% | +142 | New |
| Kelly Financial Services LLC | 140 | $25.5K | 0.01% | +1+0.7% | Added |
| Johnson Midwest Financial, LLC | 131 | $24.0K | 0.03% | −7−5.1% | Reduced |
| DB Fitzpatrick & Co, Inc | 129 | $24.0K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 127 | $23.0K | 0.02% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 124 | $22.6K | 0.00% | −80−39.2% | Reduced |
| Oxler Private Wealth LLC | 123 | $22.6K | 0.01% | +123 | New |
| First Community Trust NA | 120 | $22.0K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 120 | $22.0K | 0.01% | +4+3.4% | Added |
| Cornerstone Management, Inc. | 116 | $21.2K | 0.01% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 115 | $21.0K | 0.01% | +115 | New |
| Oliver Lagore Vanvalin Investment Group | 108 | $20.0K | 0.01% | +5+4.9% | Added |
| Worth Asset Management, LLC | 101 | $19.0K | 0.01% | −50−33.1% | Reduced |
| AllSquare Wealth Management LLC | 104 | $19.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 105 | $19.0K | 0.01% | +105 | New |
| PSI Advisors, LLC | 96 | $18.0K | 0.01% | −90−48.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 100 | $18.0K | 0.01% | +100 | New |
| WR Wealth Planners, LLC | 93 | $17.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 89 | $16.2K | 0.01% | +89 | New |
| Evolution Advisers, Inc. | 89 | $16.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 85 | $16.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 90 | $16.0K | 0.00% | +31+52.5% | Added |
| Strategic Asset Management, LLC | 87 | $16.0K | 0.03% | +34+64.2% | Added |
| Enterprise Trust & Investment Co | 90 | $16.0K | 0.01% | +90 | New |
| Arete Wealth Advisors, LLC | 36,975 | $15.0K | 0.00% | +34,298+1,281.2% | Added |
| Sage Private Wealth Group, LLC | 80 | $15.0K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 80 | $15.0K | 0.00% | +7+9.6% | Added |
| Heritage Wealth Management, LLC | 82 | $15.0K | 0.00% | −300−78.5% | Reduced |
| State of Wyoming | 80 | $14.0K | 0.01% | −850−91.4% | Reduced |
| Delos Wealth Advisors, LLC | 74 | $14.0K | 0.02% | −474−86.5% | Reduced |