Skip to main content
Livermore
Livermore
ZHEN

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, Q3 2022

Institutional positions in United Parcel Service Inc as of Sep 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
2,131
+12 vs. Q2 2022
Shares held
518.3M
−3.15M (−0.6%) vs. Q2 2022
Total value
$83.8B
−$11.4B (−12.0%) vs. Q2 2022
New holders
138
964 more added
Sold out
126
748 more reduced

33 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 2,131 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ3 2022: $83.8B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$84.2B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q2 2022.

Institutions holding UPS in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Insight Financial Services5$00.00%00.0%Unchanged
First Command Advisory Services, Inc.25$00.00%+25New
Delos Wealth Advisors, LLC5$1.00K0.00%−69−93.2%Reduced
USA Financial Portformulas Corp5$1.00K0.00%−20−80.0%Reduced
Retirement Group, LLC5$1.00K0.00%−22−81.5%Reduced
Core Wealth Advisors, Inc.5$1.00K0.00%00.0%Unchanged
Avion Wealth7$1.00K0.00%00.0%Unchanged
PEAK6 Investments LLC4$1.00K0.00%+4New
Highline Wealth Partners LLC7$1.13K0.00%+7New
Financial Synergies Wealth Advisors, Inc.8$1.29K0.00%+2+33.3%Added
Absolute Capital Management, LLC8$1.32K0.00%+8New
Kozak & Associates, Inc.11$2.00K0.00%+1+10.0%Added
Advanced Research Investment Solutions, LLC12$2.00K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC15$2.00K0.00%+10+200.0%Added
Bradley & Co. Private Wealth Management, LLC21$3.00K0.00%00.0%Unchanged
St. James Investment Advisors, LLC20$3.00K0.01%00.0%Unchanged
James Investment Research Inc16$3.00K0.00%00.0%Unchanged
Pacifica Partners Inc.15$3.00K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC25$4.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc24$4.00K0.00%00.0%Unchanged
Red Cedar Capital, LLC24$4.00K0.00%00.0%Unchanged
American State Bank (Iowa)27$4.36K0.00%+27New
Mach-1 Financial Group, Inc.32$5.00K0.01%−73−69.5%Reduced
Atwood & Palmer Inc32$5.00K0.00%00.0%Unchanged
O'Dell Group, LLC31$5.00K0.00%00.0%Unchanged
Baldrige Asset Management LLC31$5.00K0.00%00.0%Unchanged
Newton One Investments LLC29$5.00K0.00%00.0%Unchanged
Financial Connections Group, Inc.31$5.00K0.00%00.0%Unchanged
Financial Enhancement Group LLC37$6.00K0.00%00.0%Unchanged
Estabrook Capital Management40$6.46K0.00%00.0%Unchanged
Hoey Investments, Inc45$7.00K0.00%00.0%Unchanged
Hoese & Co LLP46$7.00K0.01%00.0%Unchanged
HighMark Wealth Management LLC41$7.00K0.01%00.0%Unchanged
Legend Financial Advisors, Inc.46$7.43K0.01%+46New
Cedar Mountain Advisors, LLC52$8.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC50$8.00K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC50$8.00K0.01%00.0%Unchanged
Arlington Partners LLC53$9.00K0.00%−453−89.5%Reduced
Thomas J. Herzfeld Advisors, Inc.58$9.00K0.00%00.0%Unchanged
Belmont Capital, LLC57$9.00K0.01%+57New
BOK Financial Private Wealth, Inc.63$10.0K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC60$10.0K0.01%00.0%Unchanged
Centerpoint Advisors, LLC60$10.0K0.01%00.0%Unchanged
MBM Wealth Consultants, LLC61$10.0K0.00%00.0%Unchanged
Industrial Alliance Investment Management Inc.62$10.0K0.00%+62New
Dakota Community Bank & Trust NA60$10.0K0.07%+60New
Stephens Consulting, LLC63$10.2K0.01%−12−16.0%Reduced
Eukles Asset Management73$12.0K0.01%+43+143.3%Added
Migdal Insurance & Financial Holdings Ltd.80$13.0K0.00%00.0%Unchanged
Sage Private Wealth Group, LLC80$13.0K0.02%00.0%Unchanged
Tortoise Investment Management, LLC80$13.0K0.00%+6+8.1%Added
Moser Wealth Advisors, LLC79$13.0K0.01%00.0%Unchanged
Laurel Wealth Planning LLC85$14.0K0.01%00.0%Unchanged
Strategic Asset Management, LLC87$14.0K0.02%00.0%Unchanged
Evolution Advisers, Inc.89$14.0K0.01%00.0%Unchanged
AdvisorShares Investments LLC92$15.0K0.00%−23−20.0%Reduced
WR Wealth Planners, LLC93$15.1K0.01%00.0%Unchanged
Worth Asset Management, LLC102$16.0K0.01%+1+1.0%Added
PSI Advisors, LLC96$16.0K0.01%00.0%Unchanged
Investment Research & Advisory Group, Inc.100$16.0K0.01%00.0%Unchanged
Alpha Paradigm Partners, LLC97$16.0K0.01%+97New
EdgeRock Capital LLC96$16.0K0.01%+96New
Oliver Lagore Vanvalin Investment Group108$17.0K0.01%00.0%Unchanged
AllSquare Wealth Management LLC104$17.0K0.01%00.0%Unchanged
Heritage Wealth Management, LLC107$17.0K0.01%+25+30.5%Added
Axim Planning & Wealth110$18.0K0.02%+100+1,000.0%Added
Cornerstone Management, Inc.116$18.7K0.01%00.0%Unchanged
First Community Trust NA120$19.0K0.03%00.0%Unchanged
Abound Wealth Management122$19.7K0.01%+122New
Oxler Private Wealth LLC123$20.0K0.01%00.0%Unchanged
Cyrus J. Lawrence, LLC125$20.0K0.01%−15−10.7%Reduced
Pacific Center for Financial Services121$20.0K0.01%+1+0.8%Added
Johnson Midwest Financial, LLC132$21.0K0.08%+1+0.8%Added
DB Fitzpatrick & Co, Inc129$21.0K0.03%00.0%Unchanged
Robbins Farley LLC127$21.0K0.02%00.0%Unchanged
Alaska Permanent Fund Corp128$21.0K0.00%+128New
Win Advisors, Inc136$22.0K0.01%−77−36.2%Reduced
Kelly Financial Services LLC141$22.8K0.01%+1+0.7%Added
IMA Wealth, Inc.142$23.0K0.01%00.0%Unchanged
Coston, McIsaac & Partners142$23.0K0.01%00.0%Unchanged
Marquette Asset Management, LLC148$24.0K0.01%−28−15.9%Reduced
Duncker Streett & Co Inc154$25.0K0.01%−31−16.8%Reduced
Life Planning Partners, Inc167$27.0K0.03%00.0%Unchanged
West Oak Capital, LLC166$27.0K0.01%−25−13.1%Reduced
Joseph Group Capital Management165$27.0K0.03%00.0%Unchanged
Front Row Advisors LLC175$28.0K0.01%−10−5.4%Reduced
Winch Advisory Services, LLC180$29.0K0.01%+2+1.1%Added
Guardian Wealth Management, Inc.184$30.0K0.03%+1+0.5%Added
Ten Capital Wealth Advisors, LLC194$31.0K0.01%+7+3.7%Added
Wagner Wealth Management, LLC196$32.0K0.02%−338−63.3%Reduced
Simplex Trading, LLC200$32.0K0.00%00.0%Unchanged
PrairieView Partners, LLC196$32.0K0.01%+46+30.7%Added
M&R Capital Management Inc217$35.0K0.01%−50−18.7%Reduced
Piscataqua Savings Bank218$35.0K0.03%00.0%Unchanged
Gould Capital, LLC227$37.0K0.03%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.237$38.0K0.02%00.0%Unchanged
Bell Investment Advisors, Inc233$38.0K0.01%+25+12.0%Added
Westside Investment Management, Inc.246$39.0K0.00%00.0%Unchanged
Rational Advisors LLC239$39.0K0.00%+12+5.3%Added
Coastal Capital Group, Inc.239$39.0K0.01%+18+8.1%Added