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 |
|---|---|---|---|---|---|
| Moser Wealth Advisors, LLC | 79 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 74 | $14.0K | 0.00% | +48+184.6% | Added |
| Stephens Consulting, LLC | 75 | $13.7K | 0.01% | −27−26.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 63 | $12.0K | 0.00% | −3,986−98.4% | Reduced |
| Rocky Mountain Advisers, LLC | 60 | $11.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 60 | $11.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 61 | $11.0K | 0.01% | −1−1.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 58 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 55 | $10.0K | 0.01% | +55 | New |
| Better Money Decisions, LLC | 56 | $10.0K | 0.01% | +56 | New |
| Costello Asset Management, INC | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 47 | $9.00K | 0.00% | +47 | New |
| Ritter Daniher Financial Advisory LLC | 50 | $9.00K | 0.01% | +50 | New |
| Hoey Investments, Inc | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 46 | $8.00K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $7.30K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 41 | $7.00K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 32 | $6.00K | 0.00% | −166−83.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 34 | $6.00K | 0.00% | −75−68.8% | Reduced |
| O'Dell Group, LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 25 | $5.00K | 0.01% | +1+4.2% | Added |
| Activest Wealth Management | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Insight Inv LLC | 25 | $5.00K | 0.01% | +25 | New |
| Focused Wealth Management, Inc | 24 | $4.00K | 0.00% | +1+4.3% | Added |
| Red Cedar Capital, LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| St. James Investment Advisors, LLC | 20 | $4.00K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 21 | $4.00K | 0.00% | +21 | New |
| James Investment Research Inc | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Emerson Wealth Management, LLC | 19 | $3.00K | 0.00% | +5+35.7% | Added |
| Pacifica Partners Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Axim Planning & Wealth | 10 | $2.00K | 0.00% | +10 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $1.10K | 0.00% | +6 | New |
| Core Wealth Advisors, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | +7 | New |
| Iron Horse Wealth Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Castleview Partners, LLC | 2 | $136 | 0.00% | −1,969−99.9% | Reduced |
| Spartan Planning & Wealth Management | 1 | $0 | 0.00% | −350−99.7% | Reduced |
| Insight Financial Services | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 0 | $0 | 0.00% | −272,300−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −158,590−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −114,857−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −104,932−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −73,539−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −54,158−100.0% | Sold out |
| De Burlo Group Inc | 0 | $0 | 0.00% | −44,874−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −40,174−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −26,213−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −25,297−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −21,714−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −19,737−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −19,519−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −19,350−100.0% | Sold out |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −19,016−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −18,316−100.0% | Sold out |
| NEIRG Wealth Management, LLC | 0 | $0 | 0.00% | −16,962−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,670−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −13,841−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −13,910−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −11,527−100.0% | Sold out |
| Knuff & Co LLC | 0 | $0 | 0.00% | −10,712−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Empirical Capital Management, LLC | 0 | $0 | 0.00% | −10,055−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −9,537−100.0% | Sold out |
| Taylor Hoffman Wealth Management | 0 | $0 | 0.00% | −9,108−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −9,055−100.0% | Sold out |
| Lineweaver Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,728−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −7,606−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,596−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −7,395−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −7,421−100.0% | Sold out |
| Ativo Capital Management LLC | 0 | $0 | 0.00% | −6,937−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,649−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −6,592−100.0% | Sold out |
| Mountain Capital Investment Advisors, Inc | 0 | $0 | 0.00% | −7,374−100.0% | Sold out |
| New Century Advisors, LLC | 0 | $0 | 0.00% | −6,420−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −6,282−100.0% | Sold out |
| Washburn Capital Management, Inc. | 0 | $0 | 0.00% | −5,864−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,850−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −5,420−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,985−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −4,792−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −3,945−100.0% | Sold out |
| Van Leeuwen & Company, LLC | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −3,632−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −3,618−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,267−100.0% | Sold out |