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 |
|---|---|---|---|---|---|
| Corbyn Investment Management Inc | 42,063 | $7.68M | 3.10% | −1,562−3.6% | Reduced |
| Keystone Financial Planning, Inc. | 41,826 | $7.63M | 2.68% | +41,826 | New |
| Waterfront Wealth Inc. | 41,739 | $7.62M | 3.08% | +486+1.2% | Added |
| Visionary Wealth Advisors | 41,709 | $7.61M | 0.68% | +3,078+8.0% | Added |
| Sand Hill Global Advisors, LLC | 41,546 | $7.58M | 0.43% | −51−0.1% | Reduced |
| DuPont Capital Management Corp | 41,470 | $7.57M | 0.35% | −14,214−25.5% | Reduced |
| Amica Mutual Insurance Co | 41,285 | $7.54M | 0.96% | +5,211+14.4% | Added |
| Evercore Wealth Management, LLC | 41,190 | $7.52M | 0.16% | −185−0.4% | Reduced |
| Flputnam Investment Management Co | 41,145 | $7.51M | 0.28% | +2,483+6.4% | Added |
| Hennessy Advisors Inc | 40,900 | $7.47M | 0.45% | −300−0.7% | Reduced |
| Dowling & Yahnke LLC | 40,843 | $7.46M | 0.35% | −371−0.9% | Reduced |
| Tompkins Financial Corp | 40,743 | $7.44M | 1.20% | +885+2.2% | Added |
| Motley Fool Wealth Management, LLC | 40,642 | $7.42M | 0.47% | +22,769+127.4% | Added |
| New Mexico Educational Retirement Board | 40,462 | $7.39M | 0.36% | −1,900−4.5% | Reduced |
| Lazard Asset Management LLC | 40,427 | $7.38M | 0.01% | −240,640−85.6% | Reduced |
| Riverview Capital Advisers, LLC | 40,235 | $7.34M | 4.06% | −65−0.2% | Reduced |
| Greenwood Capital Associates LLC | 39,945 | $7.29M | 1.17% | +39,767+22,341.0% | Added |
| Ironwood Investment Counsel, LLC | 39,865 | $7.28M | 2.05% | +380+1.0% | Added |
| CMG Global Holdings, LLC | 39,697 | $7.25M | 7.50% | +25+0.1% | Added |
| Morgan Dempsey Capital Management LLC | 39,314 | $7.18M | 2.19% | +1,088+2.8% | Added |
| HBK Sorce Advisory LLC | 39,238 | $7.16M | 0.53% | −3,684−8.6% | Reduced |
| Crossmark Global Holdings, Inc. | 39,170 | $7.15M | 0.19% | +417+1.1% | Added |
| Mattern Capital Management, LLC | 39,116 | $7.14M | 1.41% | +434+1.1% | Added |
| Garland Capital Management Inc | 39,075 | $7.13M | 5.33% | −660−1.7% | Reduced |
| Sky Investment Group LLC | 39,033 | $7.13M | 1.70% | −433−1.1% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 38,865 | $7.09M | 5.14% | −80−0.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 38,653 | $7.06M | 0.72% | +2,288+6.3% | Added |
| Davy Global Fund Management Ltd | 38,218 | $6.98M | 1.38% | −4,583−10.7% | Reduced |
| WESPAC Advisors SoCal, LLC | 38,176 | $6.97M | 2.66% | −189−0.5% | Reduced |
| JustInvest LLC | 38,126 | $6.96M | 0.32% | +10,048+35.8% | Added |
| Bank of New Hampshire | 38,082 | $6.95M | 2.01% | −76−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 37,975 | $6.93M | 0.43% | +1,910+5.3% | Added |
| Captrust Financial Advisors | 37,077 | $6.77M | 0.04% | +4,962+15.5% | Added |
| Atlantic Union Bankshares Corp | 37,052 | $6.76M | 0.69% | −332−0.9% | Reduced |
| Eastover Investment Advisors LLC | 36,977 | $6.75M | 4.12% | +483+1.3% | Added |
| Albion Financial Group | 36,938 | $6.74M | 0.67% | −580−1.5% | Reduced |
| Johnson Investment Counsel Inc | 36,840 | $6.72M | 0.10% | +4,546+14.1% | Added |
| EagleClaw Capital Managment, LLC | 36,540 | $6.67M | 1.81% | +400+1.1% | Added |
| Laurel Wealth Advisors, Inc. | 36,506 | $6.66M | 0.68% | +1,213+3.4% | Added |
| tru Independence LLC | 36,425 | $6.65M | 2.14% | −398−1.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 36,368 | $6.64M | 0.01% | +26,594+272.1% | Added |
| Whittier Trust Co | 36,358 | $6.64M | 0.13% | +1,026+2.9% | Added |
| Red Door Wealth Management, LLC | 36,250 | $6.62M | 2.45% | −175−0.5% | Reduced |
| Borer Denton & Associates, Inc. | 36,246 | $6.62M | 3.19% | +775+2.2% | Added |
| Motco | 35,690 | $6.51M | 0.49% | +18+0.1% | Added |
| Farmers & Merchants Investments Inc | 35,664 | $6.51M | 0.28% | −525−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 35,642 | $6.51M | 0.12% | +10,448+41.5% | Added |
| Naples Global Advisors, LLC | 35,291 | $6.44M | 0.84% | +3,137+9.8% | Added |
| Bard Financial Services, Inc. | 35,200 | $6.42M | 0.59% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 35,171 | $6.42M | 2.58% | −30.0% | Reduced |
| Birch Capital Management, LLC | 35,086 | $6.40M | 4.57% | +2,734+8.5% | Added |
| Rowland & Co Investment Counsel | 34,855 | $6.36M | 1.63% | +271+0.8% | Added |
| Cetera Advisors LLC | 34,820 | $6.36M | 0.14% | −325−0.9% | Reduced |
| Kingsview Wealth Management, LLC | 34,707 | $6.33M | 0.30% | +5,434+18.6% | Added |
| PDS Planning, Inc | 34,496 | $6.30M | 1.14% | −522−1.5% | Reduced |
| Baxter Bros Inc | 34,386 | $6.28M | 1.13% | +10.0% | Added |
| Vision Capital Management, Inc. | 34,188 | $6.24M | 1.18% | −4,064−10.6% | Reduced |
| Sepio Capital, LP | 33,983 | $6.20M | 0.62% | −767−2.2% | Reduced |
| Advocate Group LLC | 33,673 | $6.15M | 1.43% | +33,673 | New |
| North Star Investment Management Corp. | 33,664 | $6.14M | 0.56% | −259−0.8% | Reduced |
| Murphy Capital Management Inc | 33,593 | $6.13M | 0.85% | −132−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 33,549 | $6.12M | 0.14% | +468+1.4% | Added |
| Good Life Advisors, LLC | 33,539 | $6.12M | 0.85% | +1,802+5.7% | Added |
| Federation des caisses Desjardins du Quebec | 33,401 | $6.10M | 0.07% | −10,476−23.9% | Reduced |
| E. Ohman J:or Asset Management AB | 33,011 | $6.03M | 0.26% | −300−0.9% | Reduced |
| Northwest Bancshares, Inc. | 32,849 | $6.00M | 1.36% | +28,751+701.6% | Added |
| Corient Capital Partners, LLC | 32,820 | $5.99M | 0.45% | +1,122+3.5% | Added |
| Evergreen Capital Management LLC | 32,734 | $5.98M | 0.31% | +2,275+7.5% | Added |
| Advisory Services Network, LLC | 32,679 | $5.96M | 0.20% | +2,216+7.3% | Added |
| Boston Research & Management Inc | 32,658 | $5.96M | 1.93% | +230+0.7% | Added |
| Donaldson Capital Management, LLC | 32,613 | $5.95M | 0.31% | −8,138−20.0% | Reduced |
| Siemens Fonds Invest GmbH | 32,596 | $5.95M | 0.63% | −117−0.4% | Reduced |
| Pallas Capital Advisors LLC | 31,517 | $5.92M | 0.82% | −167−0.5% | Reduced |
| Opus Investment Management Inc | 32,400 | $5.91M | 1.28% | 00.0% | Unchanged |
| Zacks Investment Management | 32,113 | $5.86M | 0.09% | +5,133+19.0% | Added |
| Antonetti Capital Management LLC | 31,974 | $5.84M | 6.13% | +9,400+41.6% | Added |
| TrinityPoint Wealth, LLC | 31,869 | $5.82M | 1.29% | −1,921−5.7% | Reduced |
| Woodstock Corp | 31,804 | $5.81M | 0.81% | +581+1.9% | Added |
| Thompson Siegel & Walmsley LLC | 31,747 | $5.79M | 0.09% | +31,250+6,287.7% | Added |
| Semmax Financial Advisors Inc. | 28,550 | $5.78M | 2.36% | +3,665+14.7% | Added |
| Sigma Planning Corp | 31,633 | $5.77M | 0.21% | +2,241+7.6% | Added |
| Gotham Asset Management, LLC | 31,533 | $5.76M | 0.18% | −18,929−37.5% | Reduced |
| Griffin Asset Management, Inc. | 30,800 | $5.62M | 0.90% | +1,014+3.4% | Added |
| Bridge Creek Capital Management LLC | 30,744 | $5.61M | 2.29% | −358−1.2% | Reduced |
| Jefferies Group LLC | 30,519 | $5.57M | 0.15% | +30,519 | New |
| Ascent Wealth Partners, LLC | 30,534 | $5.57M | 1.25% | −299−1.0% | Reduced |
| Stokes Capital Advisors, LLC | 30,499 | $5.57M | 1.95% | +651+2.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 30,420 | $5.55M | 2.91% | +1,697+5.9% | Added |
| Cypress Wealth Services, LLC | 30,409 | $5.55M | 1.77% | +539+1.8% | Added |
| Toroso Investments, LLC | 30,406 | $5.55M | 0.20% | +3,538+13.2% | Added |
| Quintet Private Bank (Europe) S.A. | 29,915 | $5.50M | 0.26% | +29,915 | New |
| Horizon Investments, LLC | 30,340 | $5.50M | 0.18% | −9,346−23.5% | Reduced |
| Cohen Klingenstein LLC | 30,060 | $5.49M | 0.28% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 29,865 | $5.45M | 2.66% | −450−1.5% | Reduced |
| Peapack Gladstone Financial Corp | 29,754 | $5.43M | 0.12% | +2,502+9.2% | Added |
| Martin Capital Partners, LLC | 29,712 | $5.42M | 2.57% | +970+3.4% | Added |
| Capital Investment Counsel, Inc | 29,557 | $5.39M | 1.35% | −100.0% | Reduced |
| Fusion Capital, LLC | 29,223 | $5.33M | 3.29% | +1,043+3.7% | Added |
| Banque Cantonale Vaudoise | 29,024 | $5.30M | 0.27% | +881+3.1% | Added |
| Rench Wealth Management, Inc. | 28,930 | $5.28M | 2.71% | +817+2.9% | Added |