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 |
|---|---|---|---|---|---|
| Brooks, Moore & Associates, Inc. | 15,160 | $2.45M | 1.98% | −139−0.9% | Reduced |
| IFP Advisors, Inc | 19,924 | $2.45M | 0.07% | +1,058+5.6% | Added |
| Harbour Investment Management LLC | 15,189 | $2.45M | 1.54% | −25−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 15,191 | $2.45M | 0.08% | +1,001+7.1% | Added |
| Camden Capital, LLC | 15,433 | $2.49M | 0.58% | +1,885+13.9% | Added |
| Zullo Investment Group, Inc. | 15,491 | $2.50M | 1.62% | +109+0.7% | Added |
| Jacobi Capital Management LLC | 15,504 | $2.50M | 0.34% | +50+0.3% | Added |
| Hussman Strategic Advisors, Inc. | 15,500 | $2.50M | 0.43% | +9,300+150.0% | Added |
| Charter Research & Investment Group, Inc. | 15,505 | $2.50M | 2.53% | +76+0.5% | Added |
| Redpoint Investment Management Pty Ltd | 15,518 | $2.51M | 0.37% | −3,020−16.3% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 15,613 | $2.52M | 1.82% | +15,613 | New |
| Monarch Capital Management Inc | 15,689 | $2.53M | 0.83% | +330+2.1% | Added |
| Silvercrest Asset Management Group LLC | 15,795 | $2.55M | 0.02% | +10.0% | Added |
| Rehmann Capital Advisory Group | 15,857 | $2.56M | 0.28% | +328+2.1% | Added |
| EP Wealth Advisors, LLC | 15,934 | $2.57M | 0.06% | +5,092+47.0% | Added |
| South State Corp. | 15,981 | $2.58M | 0.26% | −160−1.0% | Reduced |
| Shorepoint Capital Partners LLC | 16,056 | $2.59M | 1.24% | +458+2.9% | Added |
| New England Research & Management, Inc. | 16,062 | $2.60M | 1.63% | −805−4.8% | Reduced |
| Auxier Asset Management | 16,110 | $2.60M | 0.50% | +20.0% | Added |
| Great Valley Advisor Group, Inc. | 16,155 | $2.61M | 0.15% | +54+0.3% | Added |
| Sculati Wealth Management, LLC | 16,150 | $2.61M | 1.54% | +98+0.6% | Added |
| Fulton Bank, N.A. | 16,213 | $2.62M | 0.16% | +2,395+17.3% | Added |
| Searle & Co. | 16,250 | $2.63M | 1.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 16,287 | $2.63M | 0.27% | +1,951+13.6% | Added |
| Smith, Salley & Associates | 16,376 | $2.65M | 0.25% | +205+1.3% | Added |
| Sunbelt Securities, Inc. | 16,432 | $2.65M | 0.56% | +290+1.8% | Added |
| Radnor Capital Management, LLC | 16,480 | $2.66M | 0.77% | +300+1.9% | Added |
| Legacy CG, LLC | 16,635 | $2.69M | 1.77% | +346+2.1% | Added |
| Meritage Portfolio Management | 16,643 | $2.69M | 0.22% | +993+6.3% | Added |
| PFG Advisors | 16,722 | $2.70M | 0.31% | −386−2.3% | Reduced |
| Wharton Business Group, LLC | 16,788 | $2.71M | 0.18% | +355+2.2% | Added |
| Avitas Wealth Management LLC | 16,781 | $2.71M | 0.62% | +5,678+51.1% | Added |
| Moors & Cabot, Inc. | 16,791 | $2.71M | 0.21% | −497−2.9% | Reduced |
| Pavion Blue Capital, LLC | 16,786 | $2.71M | 1.95% | −167−1.0% | Reduced |
| Intrepid Capital Management Inc | 16,830 | $2.72M | 2.21% | 00.0% | Unchanged |
| Miller Investment Management, LP | 16,859 | $2.72M | 0.57% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 16,876 | $2.73M | 1.04% | −250−1.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16,905 | $2.73M | 1.59% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,931 | $2.73M | 2.12% | +190+1.1% | Added |
| Allworth Financial LP | 16,956 | $2.74M | 0.03% | +458+2.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 17,280 | $2.79M | 0.02% | +17,280 | New |
| Arvest Trust Co N A | 17,287 | $2.79M | 0.19% | +6,355+58.1% | Added |
| Ashton Thomas Private Wealth, LLC | 17,290 | $2.79M | 0.32% | −842−4.6% | Reduced |
| Arden Trust Co | 17,304 | $2.79M | 0.71% | −798−4.4% | Reduced |
| Beech Hill Advisors, Inc. | 17,306 | $2.80M | 1.60% | −260−1.5% | Reduced |
| Pure Financial Advisors, Inc. | 17,324 | $2.80M | 0.16% | +71+0.4% | Added |
| Cary Street Partners Asset Management LLC | 17,371 | $2.81M | 0.67% | +5,766+49.7% | Added |
| Consolidated Planning Corp | 17,404 | $2.81M | 0.88% | +415+2.4% | Added |
| McDonald Partners LLC | 17,428 | $2.81M | 1.07% | +9+0.1% | Added |
| CWM, LLC | 17,465 | $2.82M | 0.02% | +1,233+7.6% | Added |
| Oak Harbor Wealth Partners, LLC | 17,495 | $2.83M | 1.11% | +246+1.4% | Added |
| Empirical Finance, LLC | 17,621 | $2.85M | 0.34% | +3,037+20.8% | Added |
| Wedbush Securities Inc | 17,735 | $2.87M | 0.16% | +1,502+9.3% | Added |
| Acadian Asset Management LLC | 17,771 | $2.87M | 0.02% | +1,652+10.2% | Added |
| Signature Wealth Management Group | 17,863 | $2.89M | 1.47% | −308−1.7% | Reduced |
| Vise Technologies, Inc. | 17,928 | $2.90M | 1.09% | −595−3.2% | Reduced |
| Stanley-Laman Group, Ltd. | 17,943 | $2.90M | 0.55% | +295+1.7% | Added |
| Tiaa, FSB | 18,060 | $2.92M | 0.01% | −2,892−13.8% | Reduced |
| Fortis Advisors, LLC | 18,169 | $2.94M | 2.10% | −270−1.5% | Reduced |
| Millennium Capital Advisors, LLC | 18,175 | $2.94M | 3.10% | −1,230−6.3% | Reduced |
| Aspire Private Capital, LLC | 18,328 | $2.96M | 1.13% | −196−1.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 18,412 | $2.97M | 0.14% | −1,158−5.9% | Reduced |
| Boyar Asset Management Inc. | 18,408 | $2.97M | 2.45% | +131+0.7% | Added |
| Aspiriant, LLC | 18,420 | $2.98M | 0.15% | +16,897+1,109.5% | Added |
| Twin Lakes Capital Management, LLC | 18,561 | $3.00M | 2.42% | +138+0.7% | Added |
| Marion Wealth Management | 18,719 | $3.02M | 1.55% | −111−0.6% | Reduced |
| Sumitomo Life Insurance Co | 18,801 | $3.04M | 0.13% | −1,194−6.0% | Reduced |
| Cardinal Capital Management | 18,875 | $3.05M | 0.72% | +184+1.0% | Added |
| Strategic Advisors LLC | 18,876 | $3.05M | 0.68% | +370+2.0% | Added |
| Princeton Global Asset Management LLC | 18,902 | $3.05M | 1.06% | −256−1.3% | Reduced |
| Wolverine Asset Management LLC | 19,076 | $3.08M | 0.04% | −8,132−29.9% | Reduced |
| Members Capital Advisors Inc | 19,097 | $3.08M | 2.43% | 00.0% | Unchanged |
| Montag A & Associates Inc | 19,127 | $3.09M | 0.21% | +11,973+167.4% | Added |
| Anderson Hoagland & Co | 19,170 | $3.10M | 0.50% | +54+0.3% | Added |
| Eudaimonia Partners, LLC | 19,253 | $3.11M | 0.81% | −4,410−18.6% | Reduced |
| Old Point Trust & Financial Services N A | 19,274 | $3.11M | 1.56% | −787−3.9% | Reduced |
| South Dakota Investment Council | 19,290 | $3.12M | 0.08% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 19,334 | $3.12M | 0.78% | +761+4.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 19,374 | $3.13M | 0.52% | −1,816−8.6% | Reduced |
| Heritage Trust Co | 19,379 | $3.13M | 0.55% | +26+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 19,384 | $3.13M | 0.26% | +1,316+7.3% | Added |
| Parallel Advisors, LLC | 19,445 | $3.14M | 0.14% | +327+1.7% | Added |
| Snowden Capital Advisors LLC | 19,677 | $3.18M | 0.14% | −1,322−6.3% | Reduced |
| Strategic Wealth Advisors Group, LLC | 19,756 | $3.19M | 0.14% | −312−1.6% | Reduced |
| Plimoth Trust Co LLC | 19,790 | $3.20M | 1.11% | −80−0.4% | Reduced |
| Investment Management of Virginia LLC | 19,820 | $3.20M | 0.69% | −35−0.2% | Reduced |
| Courier Capital LLC | 19,836 | $3.20M | 0.40% | −398−2.0% | Reduced |
| Ellsworth Advisors, LLC | 19,964 | $3.23M | 1.38% | +542+2.8% | Added |
| Bessemer Group Inc | 19,972 | $3.23M | 0.01% | −1,142−5.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 19,975 | $3.23M | 0.05% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 20,000 | $3.23M | 0.88% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 20,011 | $3.23M | 0.44% | −12−0.1% | Reduced |
| Fort Washington Investment Advisors Inc | 20,058 | $3.24M | 0.03% | −2,463−10.9% | Reduced |
| Summitry LLC | 20,159 | $3.26M | 0.25% | +1,331+7.1% | Added |
| Sequoia Financial Advisors, LLC | 20,273 | $3.27M | 0.10% | −2,012−9.0% | Reduced |
| Venture Visionary Partners LLC | 20,453 | $3.30M | 0.27% | +2,008+10.9% | Added |
| Virginia Wealth Management Group, Inc. | 20,453 | $3.30M | 2.47% | +6,320+44.7% | Added |
| Bank of the West | 20,461 | $3.31M | 0.43% | +1,557+8.2% | Added |
| Assetmark, Inc | 20,480 | $3.31M | 0.02% | +4,536+28.4% | Added |
| Soltis Investment Advisors LLC | 20,546 | $3.32M | 0.50% | +8,687+73.3% | Added |