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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 15,963 | $2.91M | 0.29% | +15,963 | New |
| Assetmark, Inc | 15,944 | $2.91M | 0.01% | −898−5.3% | Reduced |
| TD Private Client Wealth LLC | 15,911 | $2.90M | 0.14% | +4,100+34.7% | Added |
| Silvercrest Asset Management Group LLC | 15,794 | $2.88M | 0.02% | +10.0% | Added |
| ING Groep NV | 15,657 | $2.86M | 0.03% | +15,657 | New |
| Meritage Portfolio Management | 15,650 | $2.86M | 0.22% | +2,087+15.4% | Added |
| Shorepoint Capital Partners LLC | 15,598 | $2.85M | 1.20% | +851+5.8% | Added |
| Rehmann Capital Advisory Group | 15,529 | $2.83M | 0.31% | −122−0.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,476 | $2.83M | 0.25% | −2,400−13.4% | Reduced |
| Jacobi Capital Management LLC | 15,454 | $2.82M | 0.38% | +963+6.6% | Added |
| Charter Research & Investment Group, Inc. | 15,429 | $2.82M | 2.56% | +418+2.8% | Added |
| Zullo Investment Group, Inc. | 15,382 | $2.81M | 1.75% | +36+0.2% | Added |
| Monarch Capital Management Inc | 15,359 | $2.80M | 0.84% | +2,755+21.9% | Added |
| SG Americas Securities, LLC | 15,321 | $2.80M | 0.04% | −84,364−84.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 15,299 | $2.79M | 2.01% | +870+6.0% | Added |
| Bell Bank | 15,250 | $2.78M | 0.33% | +719+4.9% | Added |
| Harbour Investment Management LLC | 15,214 | $2.78M | 1.67% | −500−3.2% | Reduced |
| Mengis Capital Management, Inc. | 15,046 | $2.75M | 0.60% | +884+6.2% | Added |
| Northcape Wealth Management, LLC | 15,030 | $2.74M | 1.05% | −307−2.0% | Reduced |
| Canandaigua National Corp | 15,006 | $2.74M | 0.49% | −863−5.4% | Reduced |
| Caption Management, LLC | 15,000 | $2.74M | 0.25% | +15,000 | New |
| CPWM, LLC | 14,970 | $2.73M | 0.24% | +4,706+45.8% | Added |
| Lincoln National Corp | 14,967 | $2.73M | 0.06% | −83−0.6% | Reduced |
| Bonness Enterprises Inc | 14,950 | $2.73M | 1.37% | 00.0% | Unchanged |
| Garner Asset Management Corp | 14,922 | $2.72M | 1.20% | +1,011+7.3% | Added |
| Old National Bancorp | 14,909 | $2.72M | 0.09% | +3,225+27.6% | Added |
| Pinkerton Retirement Specialists, LLC | 14,854 | $2.71M | 0.82% | −2,171−12.8% | Reduced |
| Mechanics Bank Trust Department | 14,854 | $2.71M | 0.48% | +273+1.9% | Added |
| Integrated Advisors Network LLC | 14,851 | $2.71M | 0.18% | −16,616−52.8% | Reduced |
| Wetherby Asset Management Inc | 14,816 | $2.71M | 0.18% | +1,519+11.4% | Added |
| Aull & Monroe Investment Management Corp | 14,796 | $2.70M | 1.37% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 14,738 | $2.69M | 2.30% | +115+0.8% | Added |
| Versor Investments LP | 14,676 | $2.68M | 0.10% | +14,676 | New |
| Altium Wealth Management LLC | 14,635 | $2.67M | 0.19% | +1,082+8.0% | Added |
| Empirical Finance, LLC | 14,584 | $2.66M | 0.34% | +792+5.7% | Added |
| Exeter Financial, LLC | 14,537 | $2.65M | 1.48% | +583+4.2% | Added |
| Trust Co of Toledo NA | 14,487 | $2.65M | 0.46% | +194+1.4% | Added |
| Shoker Investment Counsel, Inc. | 14,477 | $2.64M | 1.40% | +399+2.8% | Added |
| Stonebridge Capital Advisors LLC | 14,422 | $2.63M | 0.32% | +220+1.5% | Added |
| Brookfield Asset Management Inc. | 14,384 | $2.63M | 0.01% | +14,384 | New |
| Advisory Services & Investments, LLC | 14,377 | $2.62M | 2.51% | −50.0% | Reduced |
| Keeler Thomas Management LLC | 11,547 | $2.62M | 1.31% | +2,941+34.2% | Added |
| CX Institutional | 14,345 | $2.62M | 0.20% | +3,930+37.7% | Added |
| Moody National Bank Trust Division | 14,336 | $2.62M | 0.28% | −190−1.3% | Reduced |
| United Asset Strategies, Inc. | 14,336 | $2.62M | 0.38% | +16+0.1% | Added |
| Exencial Wealth Advisors, LLC | 14,301 | $2.61M | 0.15% | −84−0.6% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 14,235 | $2.60M | 2.17% | −543−3.7% | Reduced |
| Integrated Wealth Concepts LLC | 14,190 | $2.59M | 0.08% | +1,325+10.3% | Added |
| Paradigm Asset Management Co LLC | 14,174 | $2.59M | 0.79% | −1,100−7.2% | Reduced |
| Rockland Trust Co | 14,137 | $2.58M | 0.18% | +4,401+45.2% | Added |
| Virginia Wealth Management Group, Inc. | 14,133 | $2.58M | 2.48% | +334+2.4% | Added |
| Capital Investment Advisory Services, LLC | 14,037 | $2.56M | 0.31% | −18−0.1% | Reduced |
| Ally Financial Inc. | 14,000 | $2.56M | 0.35% | +2,000+16.7% | Added |
| Douglass Winthrop Advisors, LLC | 13,963 | $2.55M | 0.07% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 13,950 | $2.55M | 0.09% | +486+3.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 13,919 | $2.54M | 1.77% | +337+2.5% | Added |
| Truvestments Capital LLC | 13,899 | $2.54M | 1.49% | +646+4.9% | Added |
| Wakefield Asset Management LLLP | 13,880 | $2.53M | 1.09% | +22+0.2% | Added |
| Fulton Bank, N.A. | 13,818 | $2.52M | 0.14% | +1,992+16.8% | Added |
| Horst & Graben Wealth Management LLC | 13,735 | $2.51M | 0.68% | +11+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 13,721 | $2.50M | 0.10% | +179+1.3% | Added |
| BFSG, LLC | 13,696 | $2.50M | 0.45% | −50.0% | Reduced |
| Wimmer Associates 1, LLC | 13,599 | $2.48M | 1.62% | +449+3.4% | Added |
| Waller Financial Planning Group, Inc | 13,594 | $2.48M | 0.73% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 13,577 | $2.48M | 0.09% | +121+0.9% | Added |
| Tealwood Asset Management Inc | 13,541 | $2.47M | 1.23% | −40.0% | Reduced |
| Camden Capital, LLC | 13,548 | $2.47M | 0.64% | +876+6.9% | Added |
| SkyOak Wealth, LLC | 13,487 | $2.46M | 0.84% | +149+1.1% | Added |
| Bristlecone Advisors, LLC | 13,435 | $2.45M | 0.30% | 00.0% | Unchanged |
| Bailard, Inc. | 13,384 | $2.44M | 0.10% | +9,490+243.7% | Added |
| Cypress Capital Group | 13,315 | $2.43M | 0.37% | −285−2.1% | Reduced |
| Chicago Trust Co NA | 13,290 | $2.43M | 0.61% | +1,215+10.1% | Added |
| Addison Capital Co | 13,228 | $2.42M | 1.41% | −88−0.7% | Reduced |
| Laffer Tengler Investments | 13,217 | $2.41M | 0.85% | +601+4.8% | Added |
| Veriti Management LLC | 13,215 | $2.41M | 0.34% | −23−0.2% | Reduced |
| Schnieders Capital Management LLC | 13,214 | $2.41M | 0.72% | +595+4.7% | Added |
| Cooke & Bieler LP | 13,190 | $2.41M | 0.02% | −1,200−8.3% | Reduced |
| KMG Fiduciary Partners, LLC | 13,188 | $2.41M | 0.45% | +1,755+15.4% | Added |
| Institute for Wealth Management, LLC. | 13,147 | $2.40M | 0.48% | −338−2.5% | Reduced |
| Forte Capital LLC | 13,120 | $2.40M | 0.42% | +502+4.0% | Added |
| Arrow Financial Corp | 13,113 | $2.39M | 0.33% | −125−0.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 13,042 | $2.38M | 0.04% | +4,225+47.9% | Added |
| Avidian Wealth Solutions, LLC | 12,947 | $2.36M | 0.17% | −1,641−11.2% | Reduced |
| Cordatus Wealth Management LLC | 12,940 | $2.36M | 1.10% | +116+0.9% | Added |
| Geneos Wealth Management Inc. | 12,737 | $2.36M | 0.12% | +179+1.4% | Added |
| GHP Investment Advisors, Inc. | 12,814 | $2.34M | 0.17% | +236+1.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 12,774 | $2.33M | 0.79% | +1,293+11.3% | Added |
| Mill Capital Management, LLC | 12,751 | $2.33M | 0.26% | +200+1.6% | Added |
| L.M. Kohn & Company | 12,666 | $2.31M | 1.08% | +1,171+10.2% | Added |
| IFP Advisors, Inc | 18,866 | $2.31M | 0.08% | −11,718−38.3% | Reduced |
| Stone Point Wealth LLC | 12,636 | $2.31M | 1.38% | +700+5.9% | Added |
| Kiley Juergens Wealth Management, LLC | 12,588 | $2.30M | 1.09% | −86−0.7% | Reduced |
| Park Avenue Securities LLC | 12,553 | $2.29M | 0.04% | +3,354+36.5% | Added |
| Benedetti & Gucer, Inc. | 12,530 | $2.29M | 1.55% | +122+1.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,266 | $2.27M | 1.04% | +60+0.5% | Added |
| Gamble Jones Investment Counsel | 12,427 | $2.27M | 0.17% | +1,199+10.7% | Added |
| Sterneck Capital Management, LLC | 12,345 | $2.25M | 1.51% | +388+3.2% | Added |
| SWS Partners | 12,255 | $2.24M | 1.88% | +317+2.7% | Added |
| Court Place Advisors, LLC | 12,236 | $2.23M | 0.85% | +10.0% | Added |
| Hunter Associates Investment Management LLC | 12,182 | $2.23M | 0.55% | −32,918−73.0% | Reduced |