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 |
|---|---|---|---|---|---|
| Loudon Investment Management, LLC | 11,729 | $1.90M | 1.51% | +100+0.9% | Added |
| Copperwynd Financial, LLC | 11,763 | $1.90M | 1.09% | +224+1.9% | Added |
| Azzad Asset Management Inc | 11,782 | $1.90M | 0.19% | +309+2.7% | Added |
| Gifford Fong Associates | 11,800 | $1.91M | 0.47% | 00.0% | Unchanged |
| Cypress Capital, LLC | 11,816 | $1.91M | 0.67% | +192+1.7% | Added |
| Optimum Investment Advisors | 11,836 | $1.91M | 1.03% | +169+1.4% | Added |
| JLB & Associates Inc | 11,857 | $1.92M | 0.34% | +445+3.9% | Added |
| Park Avenue Securities LLC | 11,964 | $1.93M | 0.04% | −589−4.7% | Reduced |
| L.M. Kohn & Company | 11,985 | $1.94M | 0.95% | −681−5.4% | Reduced |
| Pensionfund Sabic | 12,000 | $1.94M | 0.68% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 12,018 | $1.94M | 0.71% | +210+1.8% | Added |
| Decatur Capital Management, Inc. | 12,033 | $1.94M | 1.47% | −10.0% | Reduced |
| Granite Investment Partners, LLC | 12,043 | $1.95M | 0.08% | −50−0.4% | Reduced |
| Northeast Financial Consultants Inc | 12,044 | $1.95M | 0.14% | +65+0.5% | Added |
| Court Place Advisors, LLC | 12,081 | $1.95M | 0.79% | −155−1.3% | Reduced |
| Rossmore Private Capital | 12,109 | $1.96M | 0.35% | +525+4.5% | Added |
| Independence Bank of Kentucky | 12,184 | $1.97M | 0.97% | +740+6.5% | Added |
| Marks Group Wealth Management, Inc | 12,251 | $1.98M | 0.30% | +1,643+15.5% | Added |
| Banque Pictet & Cie SA | 12,268 | $1.98M | 0.02% | +7,593+162.4% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 12,310 | $1.99M | 0.01% | −3,804−23.6% | Reduced |
| Sterneck Capital Management, LLC | 12,370 | $2.00M | 1.41% | +25+0.2% | Added |
| Gamble Jones Investment Counsel | 12,427 | $2.01M | 0.16% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 12,451 | $2.01M | 0.23% | −300−2.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,147 | $2.01M | 0.95% | −119−1.0% | Reduced |
| Kiley Juergens Wealth Management, LLC | 12,481 | $2.02M | 0.95% | −107−0.9% | Reduced |
| Howland Capital Management LLC | 12,517 | $2.02M | 0.13% | +792+6.8% | Added |
| Benedetti & Gucer, Inc. | 12,530 | $2.02M | 1.59% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 12,549 | $2.03M | 0.14% | −2,302−15.5% | Reduced |
| Transcend Wealth Collective, LLC | 12,614 | $2.04M | 0.23% | +932+8.0% | Added |
| SWS Partners | 12,639 | $2.04M | 0.95% | +384+3.1% | Added |
| Bogart Wealth, LLC | 12,657 | $2.04M | 0.17% | +12,450+6,014.5% | Added |
| Wimmer Associates 1, LLC | 12,206 | $2.05M | 1.36% | −1,393−10.2% | Reduced |
| Phoenix Holdings Ltd. | 12,237 | $2.06M | 0.05% | +668+5.8% | Added |
| Forte Capital LLC | 12,777 | $2.06M | 0.37% | −343−2.6% | Reduced |
| Cooke & Bieler LP | 12,790 | $2.07M | 0.02% | −400−3.0% | Reduced |
| Globeflex Capital L P | 12,828 | $2.07M | 0.36% | +12,828 | New |
| Avidian Wealth Solutions, LLC | 12,846 | $2.08M | 0.15% | −101−0.8% | Reduced |
| Chicago Trust Co NA | 12,888 | $2.08M | 0.54% | −402−3.0% | Reduced |
| Stone Point Wealth LLC | 12,941 | $2.09M | 1.28% | +305+2.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 13,043 | $2.11M | 0.75% | +269+2.1% | Added |
| AMG National Trust Bank | 13,041 | $2.11M | 0.08% | +4,651+55.4% | Added |
| Arrow Financial Corp | 13,113 | $2.12M | 0.31% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 13,131 | $2.12M | 0.48% | −16−0.1% | Reduced |
| Trust Co of Vermont | 13,179 | $2.13M | 0.17% | +1,017+8.4% | Added |
| Wesbanco Bank Inc | 13,192 | $2.13M | 0.14% | −49,031−78.8% | Reduced |
| Cordatus Wealth Management LLC | 13,202 | $2.13M | 2.25% | +262+2.0% | Added |
| Pinkerton Retirement Specialists, LLC | 13,245 | $2.14M | 0.82% | −1,609−10.8% | Reduced |
| Addison Capital Co | 13,255 | $2.14M | 1.32% | +27+0.2% | Added |
| GHP Investment Advisors, Inc. | 13,315 | $2.15M | 0.17% | +501+3.9% | Added |
| Greenleaf Trust | 13,329 | $2.15M | 0.03% | +2,549+23.6% | Added |
| Mengis Capital Management, Inc. | 13,374 | $2.16M | 0.51% | −1,672−11.1% | Reduced |
| Veriti Management LLC | 13,397 | $2.16M | 0.32% | +182+1.4% | Added |
| Tealwood Asset Management Inc | 13,399 | $2.17M | 1.17% | −142−1.0% | Reduced |
| Bailard, Inc. | 13,405 | $2.17M | 0.09% | +21+0.2% | Added |
| Cypress Capital Group | 13,422 | $2.17M | 0.36% | +107+0.8% | Added |
| Chatham Capital Group, Inc. | 13,426 | $2.17M | 0.53% | +2,530+23.2% | Added |
| Bristlecone Advisors, LLC | 13,496 | $2.18M | 0.28% | +61+0.5% | Added |
| SkyOak Wealth, LLC | 13,547 | $2.19M | 0.78% | +60+0.4% | Added |
| Waller Financial Planning Group, Inc | 13,594 | $2.20M | 0.67% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 13,606 | $2.20M | 0.16% | −1,210−8.2% | Reduced |
| BFSG, LLC | 13,704 | $2.21M | 0.47% | +8+0.1% | Added |
| Wakefield Asset Management LLLP | 13,722 | $2.22M | 1.02% | −158−1.1% | Reduced |
| Horst & Graben Wealth Management LLC | 13,745 | $2.22M | 0.63% | +10+0.1% | Added |
| Hunter Associates Investment Management LLC | 13,832 | $2.23M | 0.58% | +1,650+13.5% | Added |
| Pinnacle Wealth Management Group, Inc. | 13,838 | $2.23M | 1.97% | −397−2.8% | Reduced |
| Graham Capital Management, L.P. | 13,876 | $2.24M | 0.10% | +13,876 | New |
| Bridges Investment Management Inc | 13,907 | $2.25M | 0.09% | −43−0.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,963 | $2.26M | 0.07% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 13,992 | $2.26M | 1.67% | +73+0.5% | Added |
| American Portfolios Advisors | 14,001 | $2.26M | 0.10% | −3,398−19.5% | Reduced |
| Ally Financial Inc. | 14,000 | $2.26M | 0.37% | 00.0% | Unchanged |
| Garner Asset Management Corp | 14,061 | $2.27M | 1.21% | −861−5.8% | Reduced |
| Paradigm Asset Management Co LLC | 14,074 | $2.27M | 0.76% | −100−0.7% | Reduced |
| Rockland Trust Co | 14,169 | $2.29M | 0.16% | +32+0.2% | Added |
| BTC Capital Management, Inc. | 14,168 | $2.29M | 0.30% | +2,159+18.0% | Added |
| Stonebridge Capital Advisors LLC | 14,267 | $2.31M | 0.30% | −155−1.1% | Reduced |
| Skylands Capital, LLC | 14,280 | $2.31M | 0.38% | −4,200−22.7% | Reduced |
| Aull & Monroe Investment Management Corp | 14,296 | $2.31M | 1.27% | −500−3.4% | Reduced |
| KMG Fiduciary Partners, LLC | 14,318 | $2.31M | 0.45% | +1,130+8.6% | Added |
| Capital Investment Advisory Services, LLC | 14,355 | $2.32M | 0.30% | +318+2.3% | Added |
| Advisory Services & Investments, LLC | 14,405 | $2.33M | 2.46% | +28+0.2% | Added |
| Alta Capital Management LLC | 14,448 | $2.33M | 0.18% | −2,858−16.5% | Reduced |
| Trust Co of Toledo NA | 14,451 | $2.33M | 0.45% | −36−0.2% | Reduced |
| Ballentine Partners, LLC | 14,498 | $2.34M | 0.08% | +921+6.8% | Added |
| United Asset Strategies, Inc. | 14,550 | $2.35M | 0.36% | +214+1.5% | Added |
| Truvestments Capital LLC | 14,590 | $2.36M | 1.49% | +691+5.0% | Added |
| Cohen Investment Advisors LLC | 14,594 | $2.36M | 2.17% | −144−1.0% | Reduced |
| Laffer Tengler Investments | 14,794 | $2.39M | 0.88% | +1,577+11.9% | Added |
| Exeter Financial, LLC | 14,864 | $2.40M | 1.39% | +327+2.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 14,898 | $2.41M | 0.15% | +5,728+62.5% | Added |
| Exencial Wealth Advisors, LLC | 14,944 | $2.41M | 0.15% | +643+4.5% | Added |
| Bonness Enterprises Inc | 14,950 | $2.42M | 1.28% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 14,971 | $2.42M | 0.05% | +1,929+14.8% | Added |
| Lincoln National Corp | 15,032 | $2.43M | 0.06% | +65+0.4% | Added |
| Schnieders Capital Management LLC | 15,049 | $2.43M | 0.64% | +1,835+13.9% | Added |
| Shoker Investment Counsel, Inc. | 15,057 | $2.43M | 1.27% | +580+4.0% | Added |
| Mechanics Bank Trust Department | 15,075 | $2.44M | 0.46% | +221+1.5% | Added |
| Whittier Trust Co of Nevada Inc | 15,079 | $2.44M | 0.10% | +1,358+9.9% | Added |
| Northcape Wealth Management, LLC | 15,118 | $2.44M | 0.87% | +88+0.6% | Added |
| Canandaigua National Corp | 15,118 | $2.44M | 0.43% | +112+0.7% | Added |