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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wilson & Boucher Capital Management, LLC | 5,780 | $934.0K | 1.09% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,784 | $934.3K | 0.05% | −280−4.6% | Reduced |
| Meyer Handelman Co | 5,800 | $937.0K | 0.04% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 5,807 | $938.0K | 0.20% | −173−2.9% | Reduced |
| Harbor Investment Advisory, LLC | 5,807 | $938.0K | 0.15% | −169−2.8% | Reduced |
| Fortem Financial Group, LLC | 5,828 | $941.0K | 0.65% | +113+2.0% | Added |
| Ronald Blue Trust, Inc. | 5,165 | $943.0K | 0.02% | +478+10.2% | Added |
| Corsicana & Co. | 5,845 | $944.0K | 0.80% | −395−6.3% | Reduced |
| Hyman Charles D | 5,841 | $944.0K | 0.07% | −56−0.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,851 | $945.0K | 0.18% | −168−2.8% | Reduced |
| Woodard & Co Asset Management Group Inc | 5,850 | $945.0K | 0.43% | +397+7.3% | Added |
| Gyon Technologies Capital Management, LP | 5,882 | $950.0K | 0.30% | +5,882 | New |
| Stiles Financial Services Inc | 5,896 | $952.0K | 0.58% | +264+4.7% | Added |
| Terry L. Blaker | 5,897 | $953.0K | 0.10% | +745+14.5% | Added |
| Pettyjohn, Wood & White, Inc | 5,926 | $957.0K | 0.26% | −150−2.5% | Reduced |
| NBT Bank N A | 5,923 | $957.0K | 0.16% | +84+1.4% | Added |
| Barden Capital Management, Inc. | 5,932 | $958.0K | 1.12% | +154+2.7% | Added |
| Machina Capital S.A.S. | 5,941 | $960.0K | 2.03% | +5,941 | New |
| Investors Research Corp | 5,964 | $963.0K | 0.29% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 5,971 | $964.0K | 0.19% | −2,083−25.9% | Reduced |
| Brown Capital Management LLC | 5,982 | $966.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,999 | $969.0K | 0.13% | +32+0.5% | Added |
| Quadrant Capital Group LLC | 6,011 | $971.0K | 0.13% | −12−0.2% | Reduced |
| Credential Qtrade Securities Inc. | 6,035 | $974.9K | 0.08% | −1,165−16.2% | Reduced |
| Tradewinds Capital Management, LLC | 6,033 | $975.0K | 0.40% | 00.0% | Unchanged |
| Gleason Group, Inc. | 6,064 | $980.0K | 0.34% | +47+0.8% | Added |
| Quantamental Technologies LLC | 6,092 | $984.0K | 0.38% | +6,092 | New |
| Byrne Asset Management LLC | 6,101 | $986.0K | 0.76% | −155−2.5% | Reduced |
| DF Dent & Co Inc | 6,122 | $989.0K | 0.02% | +2,009+48.8% | Added |
| Brighton Jones LLC | 6,134 | $991.0K | 0.06% | +451+7.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,146 | $993.0K | 0.01% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 6,151 | $994.0K | 0.15% | +40+0.7% | Added |
| Founders Financial Alliance, LLC | 6,161 | $995.0K | 0.51% | +1,050+20.5% | Added |
| Wolverine Trading, LLC | 6,021 | $995.0K | 0.04% | +6,021 | New |
| Corundum Group, Inc. | 6,197 | $1.00M | 0.63% | +1,517+32.4% | Added |
| Marshall Financial Group LLC | 6,208 | $1.00M | 0.42% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 6,224 | $1.00M | 0.07% | −346−5.3% | Reduced |
| First Financial Bank - Trust Division | 6,218 | $1.00M | 0.12% | −61−1.0% | Reduced |
| Sargent Bickham Lagudis LLC | 6,229 | $1.01M | 0.09% | −71−1.1% | Reduced |
| Wintrust Investments LLC | 6,243 | $1.01M | 0.13% | +108+1.8% | Added |
| DuPont Capital Management Corp | 6,244 | $1.01M | 0.06% | −35,226−84.9% | Reduced |
| First Farmers & Merchants Bank / Trust | 6,277 | $1.01M | 1.34% | 00.0% | Unchanged |
| Fiduciary Group LLC | 5,895 | $1.02M | 0.13% | +261+4.6% | Added |
| Trust Investment Advisors | 6,292 | $1.02M | 1.06% | −11−0.2% | Reduced |
| Regent Investment Management LLC | 6,296 | $1.02M | 0.30% | −50−0.8% | Reduced |
| Centaurus Financial, Inc. | 6,323 | $1.02M | 0.10% | −646−9.3% | Reduced |
| Ethic Inc. | 6,326 | $1.02M | 0.07% | +467+8.0% | Added |
| Capital Asset Advisory Services LLC | 6,339 | $1.02M | 0.13% | −432−6.4% | Reduced |
| D.B. Root & Company, LLC | 6,352 | $1.03M | 0.47% | −1,455−18.6% | Reduced |
| Intrust Bank NA | 6,361 | $1.03M | 0.16% | +506+8.6% | Added |
| Pegasus Partners Ltd. | 6,396 | $1.03M | 0.21% | −380−5.6% | Reduced |
| OmniStar Financial Group, Inc. | 6,399 | $1.03M | 1.23% | +2,212+52.8% | Added |
| Northstar Group, Inc. | 6,435 | $1.04M | 0.31% | +4+0.1% | Added |
| Perigon Wealth Management, LLC | 6,472 | $1.04M | 0.09% | +54+0.8% | Added |
| Foster & Motley Inc | 6,478 | $1.05M | 0.10% | −284−4.2% | Reduced |
| Financial Advisory Service, Inc. | 6,473 | $1.05M | 0.12% | +1,262+24.2% | Added |
| Lavaca Capital LLC | 6,155 | $1.05M | 0.59% | −5,275−46.2% | Reduced |
| Diligent Investors, LLC | 6,560 | $1.06M | 0.38% | −300−4.4% | Reduced |
| Argent Advisors, Inc. | 6,586 | $1.06M | 0.62% | −309−4.5% | Reduced |
| Lindbrook Capital, LLC | 6,593 | $1.06M | 0.18% | +17+0.3% | Added |
| Souders Financial Advisors | 6,593 | $1.06M | 0.29% | +906+15.9% | Added |
| Compton Wealth Advisory Group, LLC | 6,619 | $1.07M | 0.45% | −544−7.6% | Reduced |
| Alpha DNA Investment Management LLC | 6,623 | $1.07M | 0.93% | +6,623 | New |
| Profund Advisors LLC | 6,633 | $1.07M | 0.08% | +103+1.6% | Added |
| SeaBridge Investment Advisors LLC | 6,651 | $1.07M | 0.37% | −696−9.5% | Reduced |
| Regal Investment Advisors LLC | 6,654 | $1.07M | 0.11% | +393+6.3% | Added |
| Transamerica Financial Advisors, Inc. | 6,653 | $1.07M | 0.16% | +990+17.5% | Added |
| TCM Advisors, LLC | – | $1.08M | 1.21% | – | – |
| Alaethes Wealth LLC | 6,701 | $1.08M | 0.80% | +246+3.8% | Added |
| DT Investment Partners, LLC | 6,739 | $1.09M | 0.18% | −89−1.3% | Reduced |
| W.H. Cornerstone Investments Inc. | 6,865 | $1.09M | 1.15% | +6,865 | New |
| Asio Capital, LLC | 6,782 | $1.10M | 0.35% | +6,782 | New |
| Founders Financial Securities LLC | 6,814 | $1.10M | 0.20% | −314−4.4% | Reduced |
| Equitable Holdings, Inc. | 6,815 | $1.10M | 0.02% | +221+3.4% | Added |
| Ocean Capital Management, LLC | 6,798 | $1.10M | 0.61% | +2,315+51.6% | Added |
| McKinley Carter Wealth Services, Inc. | 6,838 | $1.10M | 0.10% | +358+5.5% | Added |
| HighTower Trust Services, LTA | 6,876 | $1.11M | 0.12% | +6,876 | New |
| Washington Trust Co | 6,881 | $1.11M | 0.06% | +30+0.4% | Added |
| Guardian Capital Advisors LP | 6,995 | $1.12M | 0.14% | −225−3.1% | Reduced |
| Bollard Group LLC | 6,907 | $1.12M | 0.05% | +53+0.8% | Added |
| Diversified Trust Co | 6,941 | $1.12M | 0.05% | +519+8.1% | Added |
| SeaCrest Wealth Management, LLC | 6,959 | $1.12M | 0.17% | −1,183−14.5% | Reduced |
| Carmel Capital Partners, LLC | 6,967 | $1.13M | 1.09% | +219+3.2% | Added |
| Royal Fund Management, LLC | 6,964 | $1.13M | 0.21% | +358+5.4% | Added |
| AdvisorNet Financial, Inc | 6,972 | $1.13M | 0.11% | −1,298−15.7% | Reduced |
| Bangor Savings Bank | 6,988 | $1.13M | 0.13% | +119+1.7% | Added |
| Mitchell Sinkler & Starr | 6,989 | $1.13M | 0.44% | +1,069+18.1% | Added |
| Hartford Financial Management Inc. | 7,000 | $1.13M | 0.33% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 7,004 | $1.13M | 0.33% | +53+0.8% | Added |
| MUFG Securities EMEA plc | 7,000 | $1.13M | 0.02% | +7,000 | New |
| Abbrea Capital, LLC | 7,008 | $1.13M | 0.21% | −435−5.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 7,036 | $1.14M | 0.33% | −379−5.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 7,041 | $1.14M | 0.15% | +381+5.7% | Added |
| Waldron Private Wealth LLC | 7,041 | $1.14M | 0.07% | +450+6.8% | Added |
| Ipswich Investment Management Co., Inc. | 7,045 | $1.14M | 0.36% | +406+6.1% | Added |
| Jag Capital Management, LLC | 7,064 | $1.14M | 0.16% | −84−1.2% | Reduced |
| Bank of Hawaii | 7,070 | $1.14M | 0.08% | +1,095+18.3% | Added |
| Clarius Group, LLC | 7,091 | $1.15M | 0.11% | −1,236−14.8% | Reduced |
| Trail Ridge Investment Advisors, LLC | 6,438 | $1.15M | 0.76% | −10.0% | Reduced |
| Affinity Wealth Management LLC | 7,114 | $1.15M | 0.29% | +30+0.4% | Added |