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 |
|---|---|---|---|---|---|
| 1st Source Bank | 7,118 | $1.15M | 0.08% | +136+1.9% | Added |
| Laidlaw Wealth Management LLC | 7,117 | $1.15M | 0.27% | +712+11.1% | Added |
| Old Port Advisors | 6,861 | $1.15M | 0.46% | +406+6.3% | Added |
| Essex Financial Services, Inc. | 7,137 | $1.15M | 0.14% | +88+1.2% | Added |
| Highland Capital Management, LLC | 7,149 | $1.16M | 0.09% | −1,031−12.6% | Reduced |
| SNS Financial Group, LLC | 7,161 | $1.16M | 0.17% | +8+0.1% | Added |
| Brown Miller Wealth Management, LLC | 7,167 | $1.16M | 0.82% | +665+10.2% | Added |
| WT Wealth Management | 7,189 | $1.16M | 0.58% | −426−5.6% | Reduced |
| 55I, LLC | 7,213 | $1.17M | 0.03% | +3,915+118.7% | Added |
| TFG Advisers LLC | 7,254 | $1.17M | 0.65% | +57+0.8% | Added |
| First United Bank Trust | 7,263 | $1.17M | 0.59% | −212−2.8% | Reduced |
| Aevitas Wealth Management, Inc. | 7,264 | $1.17M | 0.88% | −116−1.6% | Reduced |
| Davidson Capital Management Inc. | 7,265 | $1.17M | 0.58% | +395+5.7% | Added |
| Lincoln Capital LLC | 7,290 | $1.18M | 0.37% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 7,293 | $1.18M | 0.58% | −45−0.6% | Reduced |
| Trustmark National Bank Trust Department | 7,307 | $1.18M | 0.11% | +2,194+42.9% | Added |
| AIMZ Investment Advisors, LLC | 7,325 | $1.18M | 0.60% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 7,332 | $1.18M | 0.21% | +275+3.9% | Added |
| Buckingham Strategic Partners | 7,334 | $1.19M | 0.07% | −508−6.5% | Reduced |
| Parsons Capital Management Inc | 7,357 | $1.19M | 0.11% | +80+1.1% | Added |
| Simmons Bank | 7,363 | $1.19M | 0.11% | −1,379−15.8% | Reduced |
| Arnhold LLC | 7,370 | $1.19M | 0.16% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 7,387 | $1.19M | 0.02% | −215−2.8% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,399 | $1.20M | 0.46% | +30.0% | Added |
| Private Portfolio Partners LLC | 7,402 | $1.20M | 0.34% | +152+2.1% | Added |
| Alan B. Lancz & Associates, Inc. | 7,420 | $1.20M | 1.42% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 7,178 | $1.20M | 1.17% | +7,178 | New |
| First Hawaiian Bank | 7,464 | $1.21M | 0.05% | +520+7.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,461 | $1.21M | 0.12% | +7,461 | New |
| ExodusPoint Capital Management, LP | 7,472 | $1.21M | 0.02% | +7,472 | New |
| Erste Asset Management GmbH | 7,318 | $1.21M | 0.03% | +1,127+18.2% | Added |
| Constitution Capital LLC | 7,510 | $1.21M | 0.81% | −175−2.3% | Reduced |
| Nwam LLC | 7,529 | $1.22M | 0.12% | +552+7.9% | Added |
| CoreCap Advisors, LLC | 7,547 | $1.22M | 0.10% | +5,799+331.8% | Added |
| Access Financial Services, Inc. | 7,574 | $1.22M | 0.79% | −1,263−14.3% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 7,590 | $1.23M | 0.15% | +5,552+272.4% | Added |
| Strengthening Families & Communities, LLC | 7,639 | $1.23M | 0.64% | +561+7.9% | Added |
| Lineweaver Wealth Advisors, LLC | 7,634 | $1.24M | 0.40% | +7,634 | New |
| SevenBridge Financial Group, LLC | 7,680 | $1.24M | 0.42% | −109−1.4% | Reduced |
| Hancock Whitney Corp | 7,691 | $1.24M | 0.05% | +486+6.7% | Added |
| RFG Advisory, LLC | 7,356 | $1.24M | 0.07% | +779+11.8% | Added |
| Trust Co of Virginia | 7,694 | $1.24M | 0.16% | −263−3.3% | Reduced |
| Symmetry Partners, LLC | 7,703 | $1.24M | 0.08% | +647+9.2% | Added |
| Western Wealth Management, LLC | 7,776 | $1.25M | 0.07% | +1,616+26.2% | Added |
| Foundations Investment Advisors, LLC | 7,774 | $1.26M | 0.05% | +3,022+63.6% | Added |
| Duff & Phelps Investment Management Co | 7,803 | $1.26M | 0.02% | +30+0.4% | Added |
| Deseret Mutual Benefit Administrators | 7,822 | $1.26M | 0.36% | −1,504−16.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,825 | $1.26M | 0.17% | −47−0.6% | Reduced |
| Benjamin Edwards Inc | 7,846 | $1.27M | 0.38% | −105−1.3% | Reduced |
| Ontario Teachers Pension Plan Board | 7,852 | $1.27M | 0.02% | +5,372+216.6% | Added |
| Centiva Capital, LP | 7,860 | $1.27M | 0.09% | +7,860 | New |
| Mission Wealth Management, LP | 7,885 | $1.27M | 0.07% | +468+6.3% | Added |
| Silvant Capital Management LLC | 7,950 | $1.28M | 0.09% | −53−0.7% | Reduced |
| Wipfli Financial Advisors LLC, | 7,952 | $1.28M | 0.09% | +7,952 | New |
| Financial Architects, Inc | 7,991 | $1.29M | 0.23% | +7,991 | New |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.29M | 0.56% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 8,015 | $1.29M | 0.34% | +305+4.0% | Added |
| ProVise Management Group, LLC | 8,032 | $1.30M | 0.14% | +56+0.7% | Added |
| Wrapmanager Inc | 8,048 | $1.30M | 0.44% | +748+10.2% | Added |
| Bluestein R H & Co | 8,062 | $1.30M | 0.08% | −315−3.8% | Reduced |
| YorkBridge Wealth Partners, LLC | 8,085 | $1.31M | 0.34% | +147+1.9% | Added |
| American National Bank | 8,092 | $1.31M | 0.31% | −32−0.4% | Reduced |
| Alpha Omega Wealth Management LLC | 8,100 | $1.31M | 0.25% | +30.0% | Added |
| Balentine LLC | 8,095 | $1.31M | 0.05% | +1,269+18.6% | Added |
| Raab & Moskowitz Asset Management LLC | 8,125 | $1.31M | 0.55% | −518−6.0% | Reduced |
| Hexagon Capital Partners LLC | 8,131 | $1.31M | 0.39% | +20.0% | Added |
| TrimTabs Asset Management, LLC | 8,149 | $1.32M | 0.91% | −590−6.8% | Reduced |
| Spears Abacus Advisors LLC | 8,147 | $1.32M | 0.13% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 8,146 | $1.32M | 0.12% | −19−0.2% | Reduced |
| Mountain Capital Investment Advisors, Inc | 8,004 | $1.33M | 0.70% | +8,004 | New |
| Carson Advisory Inc. | 8,233 | $1.33M | 1.47% | +6+0.1% | Added |
| Wolff Wiese Magana LLC | 8,244 | $1.33M | 1.07% | −44−0.5% | Reduced |
| Bigelow Investment Advisors, LLC | 8,268 | $1.34M | 0.80% | +111+1.4% | Added |
| Resources Investment Advisors, LLC. | 8,309 | $1.34M | 0.05% | +1,933+30.3% | Added |
| Amplius Wealth Advisors, LLC | 8,353 | $1.35M | 0.24% | +461+5.8% | Added |
| Easterly Investment Partners LLC | 8,370 | $1.35M | 0.13% | 00.0% | Unchanged |
| Wahed Invest LLC | 8,369 | $1.35M | 0.82% | +547+7.0% | Added |
| Siena Capital LLC | 8,532 | $1.38M | 0.90% | +162+1.9% | Added |
| IMS Capital Management | 8,557 | $1.38M | 0.95% | +88+1.0% | Added |
| Schechter Investment Advisors, LLC | 8,575 | $1.39M | 0.14% | −207−2.4% | Reduced |
| Northwest & Ethical Investments L.P. | 8,585 | $1.39M | 0.06% | −103−1.2% | Reduced |
| IHT Wealth Management, LLC | 8,616 | $1.39M | 0.11% | +4,590+114.0% | Added |
| Little House Capital LLC | 8,635 | $1.40M | 0.74% | +679+8.5% | Added |
| Hohimer Wealth Management, LLC | 8,644 | $1.40M | 0.45% | +10.0% | Added |
| Keystone Financial Group | 8,642 | $1.40M | 0.28% | +128+1.5% | Added |
| Procyon Private Wealth Partners, LLC | 8,674 | $1.40M | 0.34% | +1,007+13.1% | Added |
| Harrington Investments, INC | 8,697 | $1.41M | 1.09% | −603−6.5% | Reduced |
| Csenge Advisory Group | 8,710 | $1.41M | 0.12% | +902+11.6% | Added |
| EverSource Wealth Advisors, LLC | 8,717 | $1.41M | 0.32% | +4,218+93.8% | Added |
| Trustcore Financial Services, LLC | 8,720 | $1.41M | 0.13% | +10+0.1% | Added |
| Core Alternative Capital | 8,730 | $1.41M | 0.22% | +528+6.4% | Added |
| Qtron Investments LLC | 8,761 | $1.42M | 0.35% | +2,396+37.6% | Added |
| Balasa Dinverno & Foltz LLC | 8,779 | $1.42M | 0.09% | +1,222+16.2% | Added |
| Slow Capital, Inc. | 8,785 | $1.42M | 0.31% | −187−2.1% | Reduced |
| Checchi Capital Advisers, LLC | 8,842 | $1.43M | 0.16% | +420+5.0% | Added |
| Ritholtz Wealth Management | 8,853 | $1.43M | 0.08% | +4,249+92.3% | Added |
| Coastline Trust Co | 8,855 | $1.43M | 0.23% | −810−8.4% | Reduced |
| Two Sigma Securities, LLC | 8,867 | $1.43M | 0.20% | +8,867 | New |
| Dakota Wealth Management | 8,886 | $1.44M | 0.12% | +5,300+147.8% | Added |
| Quantinno Capital Management LP | 8,886 | $1.44M | 0.18% | +1,516+20.6% | Added |