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
- 2,152
- −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
- 1,053 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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| CapWealth Advisors, LLC | 62,194 | $11.4M | 1.37% | +2,002+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 61,951 | $11.3M | 0.21% | −3,137−4.8% | Reduced |
| Noesis Capital Mangement Corp | 61,641 | $11.3M | 3.34% | −108−0.2% | Reduced |
| Stonegate Investment Group, LLC | 61,580 | $11.2M | 0.50% | +1,250+2.1% | Added |
| Willis Investment Counsel | 61,185 | $11.2M | 0.68% | −1,000−1.6% | Reduced |
| Sigma Investment Counselors Inc | 60,678 | $11.1M | 0.90% | +934+1.6% | Added |
| Securian Asset Management, Inc | 60,584 | $11.1M | 0.26% | +33+0.1% | Added |
| Churchill Management Corp | 60,368 | $11.0M | 0.28% | +1,767+3.0% | Added |
| Capital Management Corp | 60,368 | $11.0M | 2.72% | +16,200+36.7% | Added |
| Linscomb & Williams, Inc. | 60,285 | $11.0M | 0.63% | −1,703−2.7% | Reduced |
| Saturna Capital CORP | 59,632 | $10.9M | 0.26% | +30,540+105.0% | Added |
| Gilbert & Cook, Inc. | 59,582 | $10.9M | 1.95% | +8,883+17.5% | Added |
| Colony Group LLC | 59,529 | $10.9M | 0.19% | +30,444+104.7% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 59,400 | $10.8M | 0.00% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 59,318 | $10.8M | 0.24% | +18,991+47.1% | Added |
| Ameritas Advisory Services, LLC | 59,106 | $10.8M | 0.62% | +123+0.2% | Added |
| Andra AP-fonden | 58,800 | $10.7M | 0.31% | +58,800 | New |
| Congress Asset Management Co | 58,541 | $10.7M | 0.10% | +1,618+2.8% | Added |
| Woodmont Investment Counsel LLC | 58,506 | $10.7M | 1.32% | +7,559+14.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 58,237 | $10.6M | 0.03% | +3,006+5.4% | Added |
| Elo Mutual Pension Insurance Co | 57,743 | $10.5M | 0.35% | +3,194+5.9% | Added |
| Lee Danner & Bass Inc | 56,967 | $10.4M | 1.05% | +782+1.4% | Added |
| Signaturefd, LLC | 56,799 | $10.4M | 0.35% | +517+0.9% | Added |
| Mark Stevens | 56,792 | $10.4M | 1.34% | −817−1.4% | Reduced |
| Millennium Management LLC | 56,671 | $10.3M | 0.01% | +46,985+485.1% | Added |
| Maryland State Retirement & Pension System | 56,642 | $10.3M | 0.33% | +615+1.1% | Added |
| Hamel Associates, Inc. | 56,224 | $10.3M | 4.05% | +620+1.1% | Added |
| Summit Financial Wealth Advisors, LLC | 54,367 | $10.2M | 2.44% | +807+1.5% | Added |
| Congress Wealth Management LLC | 55,903 | $10.2M | 0.26% | +66+0.1% | Added |
| First National Trust Co | 55,865 | $10.2M | 0.57% | −2,721−4.6% | Reduced |
| FDx Advisors, Inc. | 55,731 | $10.2M | 0.38% | −544−1.0% | Reduced |
| LVM Capital Management Ltd | 55,728 | $10.2M | 1.48% | +53,700+2,647.9% | Added |
| Eagle Ridge Investment Management | 55,632 | $10.2M | 1.22% | +514+0.9% | Added |
| Biechele Royce Advisors | 55,483 | $10.1M | 4.50% | +2,271+4.3% | Added |
| Citizens Financial Group Inc | 55,097 | $10.1M | 0.42% | −19,949−26.6% | Reduced |
| Prudential PLC | 54,626 | $9.97M | 0.18% | +1,638+3.1% | Added |
| Kentucky Retirement Systems | 54,509 | $9.95M | 0.42% | +8,032+17.3% | Added |
| Venturi Wealth Management, LLC | 54,423 | $9.93M | 0.89% | +462+0.9% | Added |
| Mastrapasqua Asset Management Inc | 54,016 | $9.86M | 1.34% | −946−1.7% | Reduced |
| Country Club Bank | 54,382 | $9.85M | 0.91% | −1,403−2.5% | Reduced |
| Vantage Investment Partners, LLC | 53,935 | $9.85M | 0.79% | +700+1.3% | Added |
| Hantz Financial Services, Inc. | 53,908 | $9.84M | 0.33% | +647+1.2% | Added |
| Anchor Investment Management, LLC | 53,727 | $9.81M | 1.42% | +1,033+2.0% | Added |
| Grace & White Inc | 53,690 | $9.80M | 2.04% | 00.0% | Unchanged |
| Norinchukin Bank, The | 53,594 | $9.78M | 0.19% | −14,747−21.6% | Reduced |
| Daiwa Securities Group Inc. | 51,338 | $9.74M | 0.07% | −3,022−5.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 53,242 | $9.72M | 0.85% | −335−0.6% | Reduced |
| Northeast Investment Management | 53,164 | $9.71M | 0.62% | +691+1.3% | Added |
| Regentatlantic Capital LLC | 52,808 | $9.64M | 0.32% | +2,105+4.2% | Added |
| Tower Research Capital LLC (TRC) | 52,471 | $9.58M | 0.21% | −46,368−46.9% | Reduced |
| Executive Wealth Management, LLC | 52,364 | $9.56M | 1.29% | +412+0.8% | Added |
| Tobam | 52,303 | $9.55M | 0.60% | −36,240−40.9% | Reduced |
| Olstein Capital Management, L.P. | 52,000 | $9.49M | 1.42% | +11,000+26.8% | Added |
| Kestra Private Wealth Services, LLC | 51,878 | $9.47M | 0.54% | +7,389+16.6% | Added |
| NewEdge Wealth, LLC | 51,729 | $9.44M | 0.43% | +20,676+66.6% | Added |
| Cetera Investment Advisers | 51,249 | $9.36M | 0.15% | +5,128+11.1% | Added |
| Wealthfront Advisers LLC | 50,976 | $9.30M | 0.05% | +7,661+17.7% | Added |
| Hendley & Co Inc | 50,960 | $9.30M | 3.99% | +410+0.8% | Added |
| Addenda Capital Inc. | 50,879 | $9.29M | 0.44% | +103+0.2% | Added |
| ARGI Investment Services, LLC | 50,780 | $9.27M | 0.31% | −141−0.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 50,779 | $9.27M | 1.07% | −71−0.1% | Reduced |
| Bokf, NA | 50,537 | $9.22M | 0.18% | −7,693−13.2% | Reduced |
| TownSquare Capital, LLC | 50,200 | $9.16M | 0.26% | +35,589+243.6% | Added |
| Vestmark Advisory Solutions, Inc. | 49,805 | $9.09M | 0.52% | +14,657+41.7% | Added |
| Boston Common Asset Management, LLC | 49,711 | $9.07M | 0.45% | −13,124−20.9% | Reduced |
| Beacon Pointe Advisors, LLC | 49,644 | $9.06M | 0.19% | −14,510−22.6% | Reduced |
| BancorpSouth Bank | 49,417 | $9.02M | 1.30% | +238+0.5% | Added |
| Resources Management Corp | 49,068 | $8.96M | 1.45% | +1,563+3.3% | Added |
| Oppenheimer & Co Inc | 48,675 | $8.88M | 0.19% | +1,015+2.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 48,636 | $8.88M | 0.39% | +4,250+9.6% | Added |
| ClariVest Asset Management LLC | 48,395 | $8.83M | 0.39% | −2,100−4.2% | Reduced |
| Holocene Advisors, LP | 48,227 | $8.80M | 0.05% | −463,277−90.6% | Reduced |
| Koshinski Asset Management, Inc. | 48,110 | $8.78M | 0.87% | −78−0.2% | Reduced |
| Tower Bridge Advisors | 47,941 | $8.75M | 0.71% | −130,495−73.1% | Reduced |
| Louisiana State Employees Retirement System | 46,500 | $8.64M | 0.23% | +500+1.1% | Added |
| Tufton Capital Management | 47,294 | $8.63M | 1.61% | −145−0.3% | Reduced |
| Tamar Securities, LLC | 47,271 | $8.63M | 2.83% | +10,223+27.6% | Added |
| KBC Group NV | 47,125 | $8.60M | 0.04% | −1,311−2.7% | Reduced |
| Glenview Trust Co | 46,995 | $8.58M | 0.32% | +253+0.5% | Added |
| Wealthcare Advisory Partners LLC | 46,424 | $8.47M | 0.51% | +179+0.4% | Added |
| Stratos Wealth Partners, LTD. | 46,120 | $8.42M | 0.21% | −198−0.4% | Reduced |
| Chartwell Investment Partners, LLC | 45,308 | $8.27M | 0.33% | −4,903−9.8% | Reduced |
| MainStreet Investment Advisors LLC | 45,155 | $8.24M | 0.95% | −117−0.3% | Reduced |
| Bayesian Capital Management, LP | 45,144 | $8.24M | 1.53% | +21,000+87.0% | Added |
| Beacon Financial Group | 44,627 | $8.18M | 1.22% | −628−1.4% | Reduced |
| Prospera Financial Services Inc | 44,735 | $8.17M | 0.42% | +1,747+4.1% | Added |
| Headinvest, LLC | 44,694 | $8.16M | 1.82% | +70.0% | Added |
| MAI Capital Management | 44,639 | $8.15M | 0.16% | −1,265−2.8% | Reduced |
| Capital Fund Management S.A. | 44,079 | $8.05M | 0.22% | −7,780−15.0% | Reduced |
| Agf Investments Inc. | 44,066 | $8.04M | 0.07% | +11,140+33.8% | Added |
| Metropolitan Life Insurance Co | 43,572 | $7.95M | 0.35% | −768−1.7% | Reduced |
| FIL Ltd | 43,537 | $7.95M | 0.01% | +15,616+55.9% | Added |
| Intact Investment Management Inc. | 43,500 | $7.95M | 0.25% | −2,700−5.8% | Reduced |
| Spinnaker Trust | 43,438 | $7.93M | 0.61% | +1,575+3.8% | Added |
| Ibex Wealth Advisors | 42,994 | $7.85M | 1.81% | −9,456−18.0% | Reduced |
| Massmutual Trust Co FSB | 42,926 | $7.84M | 0.34% | −34−0.1% | Reduced |
| Richard Bernstein Advisors LLC | 42,878 | $7.83M | 0.17% | 00.0% | Unchanged |
| Shell Asset Management Co | 42,554 | $7.77M | 0.23% | −674−1.6% | Reduced |
| Argent Trust Co | 42,299 | $7.72M | 0.53% | +4,118+10.8% | Added |
| Live Oak Private Wealth LLC | 42,140 | $7.69M | 1.62% | +835+2.0% | Added |