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 |
|---|---|---|---|---|---|
| Financial Consulate, Inc | 8,899 | $1.44M | 0.61% | −68−0.8% | Reduced |
| Hutner Capital Management Inc | 8,906 | $1.44M | 1.01% | −1,540−14.7% | Reduced |
| Burleson & Company, LLC | 8,923 | $1.44M | 0.31% | +1,114+14.3% | Added |
| Pacific Global Investment Management CO | 8,979 | $1.45M | 0.35% | +30.0% | Added |
| Fundamentun, LLC | 8,984 | $1.45M | 0.29% | +675+8.1% | Added |
| Moloney Securities Asset Management, LLC | 9,035 | $1.46M | 0.35% | +149+1.7% | Added |
| Cigna Investments Inc | 9,050 | $1.46M | 0.33% | −432−4.6% | Reduced |
| Hilltop Holdings Inc. | 9,065 | $1.47M | 0.20% | +1,361+17.7% | Added |
| SOA Wealth Advisors, LLC. | 9,089 | $1.47M | 0.44% | −24−0.3% | Reduced |
| Caxton Associates LP | 9,102 | $1.47M | 0.25% | +9,102 | New |
| Desjardins Global Asset Management Inc. | 9,125 | $1.47M | 0.19% | +2,226+32.3% | Added |
| Clearstead Advisors, LLC | 9,164 | $1.48M | 0.14% | +95+1.0% | Added |
| Stonnington Group, LLC | 8,943 | $1.48M | 0.42% | −6,805−43.2% | Reduced |
| Foresight Capital Management Advisors, Inc. | 9,188 | $1.48M | 2.56% | +196+2.2% | Added |
| Shulman DeMeo Asset Management LLC | 9,213 | $1.49M | 0.53% | −93−1.0% | Reduced |
| Werlinich Asset Management, LLC | 9,220 | $1.49M | 1.52% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 9,225 | $1.49M | 0.15% | −1,193−11.5% | Reduced |
| Winton Group Ltd | 9,230 | $1.49M | 0.10% | −14,207−60.6% | Reduced |
| Belpointe Asset Management LLC | 9,250 | $1.49M | 0.10% | −1,657−15.2% | Reduced |
| Ameritas Investment Partners, Inc. | 9,279 | $1.50M | 0.07% | −90−1.0% | Reduced |
| Momentum Advisors, LLC | 9,299 | $1.50M | 1.66% | −5−0.1% | Reduced |
| IFG Advisory, LLC | 9,301 | $1.50M | 0.14% | +3,515+60.8% | Added |
| Gratus Capital LLC | 9,325 | $1.51M | 0.16% | −134−1.4% | Reduced |
| Summit Financial, LLC | 9,338 | $1.51M | 0.14% | +1,890+25.4% | Added |
| Caldwell Trust Co | 9,340 | $1.51M | 0.22% | +487+5.5% | Added |
| Fiduciary Trust Co | 9,416 | $1.52M | 0.03% | −410−4.2% | Reduced |
| High Net Worth Advisory Group LLC | 9,424 | $1.52M | 0.65% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 9,483 | $1.53M | 1.20% | 00.0% | Unchanged |
| Change Path, LLC | 9,490 | $1.53M | 0.09% | +1,589+20.1% | Added |
| Central Trust Co | 9,605 | $1.55M | 0.05% | +537+5.9% | Added |
| Wealth Alliance | 9,607 | $1.55M | 0.31% | +258+2.8% | Added |
| Providence Capital Advisors, LLC | 9,616 | $1.55M | 0.47% | +9,440+5,363.6% | Added |
| AXS Investments LLC | 9,639 | $1.56M | 0.61% | −492−4.9% | Reduced |
| ForthRight Wealth Management, LLC | 9,654 | $1.56M | 0.92% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 9,705 | $1.57M | 0.12% | +9,705 | New |
| Moneywise, Inc. | 9,713 | $1.57M | 1.28% | 00.0% | Unchanged |
| Modus Advisors, LLC | 9,740 | $1.57M | 0.83% | +36+0.4% | Added |
| Convergence Investment Partners, LLC | 9,760 | $1.58M | 1.03% | +54+0.6% | Added |
| Weaver C. Barksdale & Associates, Inc. | 9,783 | $1.58M | 1.58% | −355−3.5% | Reduced |
| CAPROCK Group, Inc. | 9,782 | $1.58M | 0.15% | +225+2.4% | Added |
| Aberdeen Wealth Management LLC | 9,789 | $1.58M | 1.39% | +20.0% | Added |
| Cresset Asset Management, LLC | 9,800 | $1.58M | 0.02% | −3,371−25.6% | Reduced |
| Fayez Sarofim & Co | 9,852 | $1.59M | 0.01% | −569−5.5% | Reduced |
| First Horizon Advisors, Inc. | 9,883 | $1.59M | 0.06% | −278−2.7% | Reduced |
| Baader Bank INC | 9,874 | $1.60M | 0.14% | +2,704+37.7% | Added |
| Voya Financial Advisors, Inc. | 9,702 | $1.60M | 0.21% | −137−1.4% | Reduced |
| Hudson Canyon Capital Management | 9,950 | $1.61M | 1.60% | +400+4.2% | Added |
| Global Retirement Partners, LLC | 9,617 | $1.61M | 0.12% | +331+3.6% | Added |
| American Assets Investment Management, LLC | 10,000 | $1.61M | 0.21% | 00.0% | Unchanged |
| Shellback Capital, LP | 10,000 | $1.61M | 0.23% | 00.0% | Unchanged |
| Silverhawk Asset Management, LLC | 10,000 | $1.61M | 1.62% | +10,000 | New |
| Advance Capital Management, Inc. | 10,040 | $1.62M | 0.20% | −77−0.8% | Reduced |
| NorthRock Partners, LLC | 10,077 | $1.63M | 0.19% | +1,023+11.3% | Added |
| Sawtooth Solutions, LLC | 10,087 | $1.63M | 0.24% | +1,086+12.1% | Added |
| ACG Wealth | 10,145 | $1.64M | 0.37% | −293−2.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 10,176 | $1.64M | 0.20% | −5,300−34.2% | Reduced |
| United Community Bank | 10,243 | $1.65M | 1.73% | +90+0.9% | Added |
| Norway Savings Bank | 10,293 | $1.66M | 0.91% | −475−4.4% | Reduced |
| Cornerstone Wealth Management, LLC | 10,315 | $1.67M | 0.19% | −330−3.1% | Reduced |
| Caliber Wealth Management, LLC | 10,311 | $1.67M | 1.32% | +836+8.8% | Added |
| Gofen & Glossberg LLC | 10,342 | $1.67M | 0.05% | +91+0.9% | Added |
| Horan Securities, Inc. | 10,343 | $1.67M | 1.05% | +39+0.4% | Added |
| First Dallas Securities Inc. | 10,360 | $1.67M | 1.15% | +2,129+25.9% | Added |
| Phoenix Wealth Advisors | 10,430 | $1.69M | 1.69% | −236−2.2% | Reduced |
| Vident Investment Advisory, LLC | 13,297 | $1.69M | 0.05% | +7,193+117.8% | Added |
| Mutual Advisors, LLC | 10,511 | $1.70M | 0.09% | +1,230+13.3% | Added |
| Sandy Spring Bank | 10,535 | $1.70M | 0.11% | −45−0.4% | Reduced |
| ICA Group Wealth Management, LLC | 10,587 | $1.71M | 0.36% | +208+2.0% | Added |
| Twin Capital Management Inc | 10,587 | $1.71M | 0.23% | −119−1.1% | Reduced |
| Van Eck Associates Corp | 10,743 | $1.74M | 0.01% | +581+5.7% | Added |
| Private Trust Co NA | 10,760 | $1.74M | 0.28% | +173+1.6% | Added |
| Deane Retirement Strategies, Inc. | 10,748 | $1.74M | 1.07% | +306+2.9% | Added |
| Cornerstone Investment Partners, LLC | 10,770 | $1.74M | 0.12% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 10,779 | $1.74M | 0.15% | +1,295+13.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,781 | $1.74M | 1.29% | +64+0.6% | Added |
| Pathway Financial Advisors LLC | 10,806 | $1.75M | 0.60% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,823 | $1.75M | 0.10% | +5,682+110.5% | Added |
| CPWM, LLC | 10,826 | $1.75M | 0.16% | −4,144−27.7% | Reduced |
| BKD Wealth Advisors, LLC | 10,834 | $1.75M | 0.07% | +139+1.3% | Added |
| Metis Global Partners, LLC | 10,842 | $1.75M | 0.28% | −76−0.7% | Reduced |
| Hodges Capital Management Inc. | 10,894 | $1.76M | 0.29% | +2,978+37.6% | Added |
| Neville Rodie & Shaw Inc | 10,960 | $1.77M | 0.17% | −200−1.8% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 11,000 | $1.78M | 1.77% | 00.0% | Unchanged |
| Proquility Private Wealth Partners, LLC | 11,098 | $1.79M | 0.82% | +346+3.2% | Added |
| CIBC World Markets Corp | 11,105 | $1.79M | 0.02% | −52,266−82.5% | Reduced |
| Gabelli Funds LLC | 11,225 | $1.81M | 0.01% | −25−0.2% | Reduced |
| Apollon Wealth Management, LLC | 11,255 | $1.82M | 0.15% | +1,340+13.5% | Added |
| Quilter Plc | 11,330 | $1.83M | 0.07% | 00.0% | Unchanged |
| Pitcairn Co | 11,332 | $1.83M | 0.20% | +1,573+16.1% | Added |
| Dynamic Advisor Solutions LLC | 11,395 | $1.84M | 0.14% | +316+2.9% | Added |
| Hedges Asset Management LLC | 11,428 | $1.85M | 1.84% | 00.0% | Unchanged |
| StoneX Group Inc. | 11,437 | $1.85M | 0.25% | +1,436+14.4% | Added |
| Bradley Foster & Sargent Inc | 11,445 | $1.85M | 0.05% | +985+9.4% | Added |
| 44 Wealth Management LLC | 11,516 | $1.86M | 0.77% | +1,684+17.1% | Added |
| Orion Portfolio Solutions, LLC | 11,537 | $1.86M | 0.07% | +4,322+59.9% | Added |
| Old National Bancorp | 11,547 | $1.87M | 0.06% | −3,362−22.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,578 | $1.87M | 0.26% | −163−1.4% | Reduced |
| Excalibur Management Corp | 11,617 | $1.88M | 1.05% | +22+0.2% | Added |
| Investmark Advisory Group LLC | 11,632 | $1.88M | 1.69% | +780+7.2% | Added |
| Arete Wealth Advisors, LLC | 11,704 | $1.89M | 0.19% | −25,271−68.3% | Reduced |