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 |
|---|---|---|---|---|---|
| Perkins Coie Trust Co | 20,578 | $3.32M | 1.27% | −260−1.2% | Reduced |
| Verdence Capital Advisors LLC | 20,613 | $3.33M | 0.46% | +665+3.3% | Added |
| Palouse Capital Management, Inc. | 20,656 | $3.34M | 1.90% | −1,427−6.5% | Reduced |
| HB Wealth Management, LLC | 20,719 | $3.35M | 0.07% | −6,217−23.1% | Reduced |
| Freestone Capital Holdings, LLC | 20,908 | $3.38M | 0.15% | −1,673−7.4% | Reduced |
| Everence Capital Management Inc | 20,945 | $3.38M | 0.31% | 00.0% | Unchanged |
| Girard Partners Ltd. | 20,998 | $3.39M | 0.45% | −212−1.0% | Reduced |
| Bragg Financial Advisors, Inc | 21,093 | $3.41M | 0.23% | +3,238+18.1% | Added |
| Roundview Capital LLC | 21,139 | $3.42M | 0.43% | +349+1.7% | Added |
| Veritable, L.P. | 21,191 | $3.42M | 0.07% | −1,859−8.1% | Reduced |
| Capstone Investment Advisors, LLC | 21,193 | $3.42M | 0.07% | +17,074+414.5% | Added |
| Putnam Investments LLC | 21,204 | $3.42M | 0.01% | +18,216+609.6% | Added |
| Monument Capital Management | 21,257 | $3.43M | 1.29% | +3,783+21.6% | Added |
| Cox Capital Mgt LLC | 21,259 | $3.43M | 2.49% | +9,130+75.3% | Added |
| Keeler Thomas Management LLC | 21,265 | $3.44M | 1.74% | +9,718+84.2% | Added |
| Physicians Financial Services, Inc. | 21,329 | $3.45M | 1.67% | −498−2.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 21,424 | $3.46M | 1.30% | +41+0.2% | Added |
| Lido Advisors, LLC | 21,628 | $3.49M | 0.07% | +2,146+11.0% | Added |
| Surevest, LLC | 21,751 | $3.51M | 0.96% | +140+0.6% | Added |
| Sheets Smith Wealth Management | 21,938 | $3.54M | 0.59% | +600+2.8% | Added |
| Meeder Asset Management Inc | 21,957 | $3.55M | 0.20% | +10,085+84.9% | Added |
| Bowen Hanes & Co Inc | 21,994 | $3.55M | 0.14% | −13−0.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 22,033 | $3.56M | 0.20% | −2,706−10.9% | Reduced |
| Arkadios Wealth Advisors | 22,116 | $3.57M | 0.54% | +479+2.2% | Added |
| Kinneret Advisory, LLC | 22,130 | $3.58M | 0.50% | 00.0% | Unchanged |
| Madison Wealth Management | 22,261 | $3.60M | 0.89% | +1,011+4.8% | Added |
| Foster Victor Wealth Advisors, LLC | 21,717 | $3.60M | 0.52% | +2,475+12.9% | Added |
| Fosun International Ltd | 22,319 | $3.61M | 0.66% | −5,561−19.9% | Reduced |
| Bridgeworth, LLC | 22,563 | $3.65M | 0.84% | +49+0.2% | Added |
| North Star Asset Management Inc | 22,567 | $3.65M | 0.25% | −769−3.3% | Reduced |
| Adams Asset Advisors, LLC | 22,583 | $3.65M | 0.57% | +504+2.3% | Added |
| Trexquant Investment LP | 22,580 | $3.65M | 0.13% | +22,580 | New |
| Butensky & Cohen Financial Security, Inc | 22,630 | $3.66M | 1.52% | +1,996+9.7% | Added |
| Hoylecohen, LLC | 22,652 | $3.66M | 0.40% | −780−3.3% | Reduced |
| Wealth Advisory Solutions, LLC | 22,797 | $3.68M | 1.02% | −359−1.6% | Reduced |
| Brookmont Capital Management | 22,802 | $3.68M | 2.56% | +1,587+7.5% | Added |
| NewSquare Capital LLC | 22,819 | $3.69M | 0.46% | +1,484+7.0% | Added |
| EHP Funds Inc. | 23,070 | $3.73M | 0.82% | +6,570+39.8% | Added |
| Horan Capital Advisors, LLC. | 23,081 | $3.73M | 1.81% | +708+3.2% | Added |
| Laurel Wealth Advisors LLC | 23,098 | $3.73M | 0.95% | −98−0.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,187 | $3.75M | 0.18% | +6,420+38.3% | Added |
| Park National Corp | 23,210 | $3.75M | 0.19% | −302−1.3% | Reduced |
| Northwest Investment Counselors, LLC | 23,253 | $3.76M | 1.23% | −422−1.8% | Reduced |
| Azimuth Capital Investment Management LLC | 23,283 | $3.76M | 0.21% | −607−2.5% | Reduced |
| Valeo Financial Advisors, LLC | 23,397 | $3.78M | 0.24% | +35+0.1% | Added |
| Papp L Roy & Associates | 23,539 | $3.80M | 0.58% | +30.0% | Added |
| Sawyer & Company, Inc | 23,723 | $3.83M | 2.09% | −30.0% | Reduced |
| Allstate Corp | 23,811 | $3.85M | 0.11% | +868+3.8% | Added |
| ARS Wealth Advisors Group, LLC | 23,834 | $3.85M | 0.59% | +1,060+4.7% | Added |
| City Holding Co | 23,991 | $3.88M | 0.77% | −376−1.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 24,293 | $3.92M | 0.08% | +235+1.0% | Added |
| Keating Investment Counselors Inc | 24,400 | $3.94M | 1.77% | +15+0.1% | Added |
| Advisor Partners II, LLC | 24,651 | $3.98M | 0.30% | +24,651 | New |
| GSB Wealth Management, LLC | 24,661 | $3.98M | 1.44% | −195−0.8% | Reduced |
| Hallmark Capital Management Inc | 24,706 | $3.99M | 0.40% | −107−0.4% | Reduced |
| Greenline Partners, LLC | 24,737 | $4.00M | 0.91% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 24,764 | $4.00M | 4.61% | −7,210−22.5% | Reduced |
| Illinois Municipal Retirement Fund | 24,778 | $4.00M | 0.10% | −1,270−4.9% | Reduced |
| TD Private Client Wealth LLC | 24,898 | $4.02M | 0.21% | +8,987+56.5% | Added |
| King Luther Capital Management Corp | 25,163 | $4.07M | 0.02% | −186−0.7% | Reduced |
| Westover Capital Advisors, LLC | 25,311 | $4.09M | 1.56% | −679−2.6% | Reduced |
| Atwater Malick LLC | 25,402 | $4.10M | 2.29% | +1,405+5.9% | Added |
| Kovitz Investment Group Partners, LLC | 25,415 | $4.11M | 0.10% | −364−1.4% | Reduced |
| Associated Banc-Corp | 25,522 | $4.12M | 0.19% | +880+3.6% | Added |
| Zions Bancorporation, N.A. | 25,552 | $4.13M | 0.43% | +3,767+17.3% | Added |
| Benin Management CORP | 25,560 | $4.13M | 1.72% | −200−0.8% | Reduced |
| Vaughan David Investments LLC | 25,573 | $4.13M | 0.14% | −275−1.1% | Reduced |
| Stratos Wealth Advisors, LLC | 25,670 | $4.15M | 0.44% | −270−1.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 25,683 | $4.15M | 0.21% | −1,532−5.6% | Reduced |
| Independent Investors Inc | 25,811 | $4.17M | 1.19% | 00.0% | Unchanged |
| Farmers National Bank | 25,885 | $4.18M | 1.68% | +1,298+5.3% | Added |
| AlphaCrest Capital Management LLC | 26,088 | $4.21M | 0.26% | +14,127+118.1% | Added |
| Chapman Investment Management, LLC | 26,114 | $4.22M | 3.09% | +120+0.5% | Added |
| Ossiam | 26,119 | $4.22M | 0.12% | +18,138+227.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 26,227 | $4.24M | 0.39% | +1,135+4.5% | Added |
| Legacy Advisors, LLC | 26,286 | $4.25M | 0.94% | +4,512+20.7% | Added |
| Leuthold Group, LLC | 26,424 | $4.27M | 0.64% | +26,424 | New |
| Community Bank, N.A. | 26,434 | $4.27M | 0.65% | +1,280+5.1% | Added |
| Culbertson A N & Co Inc | 26,516 | $4.28M | 0.99% | −1,002−3.6% | Reduced |
| McDaniel Terry & Co | 26,635 | $4.30M | 0.56% | +10.0% | Added |
| Brookstone Capital Management | 27,052 | $4.31M | 0.10% | +704+2.7% | Added |
| Schulhoff & Co Inc | 26,800 | $4.33M | 2.26% | −60−0.2% | Reduced |
| Verition Fund Management LLC | 26,917 | $4.35M | 0.06% | +20,804+340.3% | Added |
| Cypress Wealth Services, LLC | 27,443 | $4.37M | 1.49% | −2,966−9.8% | Reduced |
| Eagle Rock Investment Company, LLC | 27,049 | $4.37M | 1.14% | +119+0.4% | Added |
| Farmers Trust Co | 27,126 | $4.38M | 1.10% | −61−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 27,183 | $4.39M | 0.11% | −6,366−19.0% | Reduced |
| Comerica Securities,inc. | 27,251 | $4.40M | 0.36% | +117+0.4% | Added |
| Banque Cantonale Vaudoise | 27,440 | $4.43M | 0.25% | −1,584−5.5% | Reduced |
| Arjuna Capital | 27,442 | $4.43M | 2.18% | +487+1.8% | Added |
| BTR Capital Management Inc | 27,499 | $4.44M | 0.69% | −826−2.9% | Reduced |
| Stolper Co | 27,588 | $4.46M | 2.20% | +152+0.6% | Added |
| William Allan, LLC | 27,634 | $4.46M | 4.12% | +413+1.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 27,652 | $4.47M | 0.26% | −740−2.6% | Reduced |
| Dean Investment Associates, LLC | 27,697 | $4.47M | 0.91% | +9,341+50.9% | Added |
| Clark Capital Management Group, Inc. | 27,722 | $4.48M | 0.06% | +3,739+15.6% | Added |
| Sovereign Financial Group, Inc. | 27,732 | $4.48M | 1.82% | +35+0.1% | Added |
| Ieq Capital, LLC | 27,836 | $4.50M | 0.12% | +6,281+29.1% | Added |
| GQG Partners LLC | 27,864 | $4.50M | 0.01% | +27,864 | New |
| Wright Investors Service Inc | 27,893 | $4.51M | 1.42% | +6,483+30.3% | Added |