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
- 2,130
- +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
- 963 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 |
|---|---|---|---|---|---|
| Boenning & Scattergood, Inc. | 27,948 | $4.51M | 0.92% | −176−0.6% | Reduced |
| Capital Investment Counsel, Inc | 28,043 | $4.53M | 1.32% | −1,514−5.1% | Reduced |
| Princeton Capital Management LLC | 28,131 | $4.54M | 1.99% | +303+1.1% | Added |
| Aptus Capital Advisors, LLC | 28,172 | $4.55M | 0.15% | +3,331+13.4% | Added |
| Argyle Capital Management Inc. | 28,328 | $4.58M | 1.78% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 28,370 | $4.58M | 0.36% | +1,510+5.6% | Added |
| Canal Capital Management, LLC | 28,399 | $4.59M | 1.34% | +3,343+13.3% | Added |
| Bourne Lent Asset Management Inc | 28,748 | $4.64M | 2.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 29,091 | $4.70M | 0.20% | −1,315−4.3% | Reduced |
| Rench Wealth Management, Inc. | 29,119 | $4.70M | 2.64% | +189+0.7% | Added |
| Horrell Capital Management, Inc. | 29,145 | $4.71M | 1.72% | +251+0.9% | Added |
| Mather Group, LLC. | 29,195 | $4.72M | 0.10% | +20,542+237.4% | Added |
| Vestcor Inc | 29,230 | $4.72M | 0.18% | +4,530+18.3% | Added |
| Virtu Financial LLC | 29,254 | $4.73M | 0.43% | +29,254 | New |
| Zacks Investment Management | 29,268 | $4.73M | 0.08% | −2,845−8.9% | Reduced |
| Millennium Management LLC | 29,345 | $4.74M | 0.01% | −27,326−48.2% | Reduced |
| Tobam | 29,616 | $4.78M | 0.33% | −22,687−43.4% | Reduced |
| Fusion Capital, LLC | 29,665 | $4.79M | 3.12% | +442+1.5% | Added |
| Columbia Asset Management | 29,767 | $4.81M | 1.28% | +2,774+10.3% | Added |
| Stokes Capital Advisors, LLC | 29,815 | $4.82M | 1.79% | −684−2.2% | Reduced |
| SG Americas Securities, LLC | 29,811 | $4.82M | 0.07% | +14,490+94.6% | Added |
| Peloton Wealth Strategists | 29,830 | $4.82M | 2.51% | −35−0.1% | Reduced |
| Ascent Wealth Partners, LLC | 29,878 | $4.83M | 1.15% | −656−2.1% | Reduced |
| Cohen Klingenstein LLC | 30,060 | $4.86M | 0.26% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 30,134 | $4.87M | 2.08% | −11,929−28.4% | Reduced |
| Kesler, Norman & Wride, LLC | 30,296 | $4.89M | 1.36% | +2,532+9.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 30,489 | $4.92M | 1.74% | +3,376+12.5% | Added |
| Murphy Pohlad Asset Management LLC | 30,624 | $4.95M | 2.29% | +2,278+8.0% | Added |
| Donaldson Capital Management, LLC | 30,718 | $4.96M | 0.27% | −1,895−5.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 30,788 | $4.97M | 2.85% | +368+1.2% | Added |
| Sigma Planning Corp | 30,863 | $4.99M | 0.19% | −770−2.4% | Reduced |
| Wealthfront Advisers LLC | 30,934 | $5.00M | 0.03% | −20,042−39.3% | Reduced |
| Bridge Creek Capital Management LLC | 30,933 | $5.00M | 2.15% | +189+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 31,073 | $5.02M | 0.06% | −2,328−7.0% | Reduced |
| National Asset Management, Inc. | 31,174 | $5.04M | 0.15% | +5,595+21.9% | Added |
| Loomis Sayles & Co L P | 31,194 | $5.04M | 0.01% | −74,335−70.4% | Reduced |
| Woodstock Corp | 31,316 | $5.06M | 0.75% | −488−1.5% | Reduced |
| Atalanta Sosnoff Capital, LLC | 31,364 | $5.07M | 0.16% | −67,143−68.2% | Reduced |
| TrinityPoint Wealth, LLC | 31,397 | $5.07M | 1.16% | −472−1.5% | Reduced |
| Advisory Services Network, LLC | 31,567 | $5.10M | 0.18% | −1,112−3.4% | Reduced |
| Martin Capital Partners, LLC | 31,578 | $5.10M | 2.37% | +1,866+6.3% | Added |
| Shell Asset Management Co | 31,586 | $5.10M | 0.20% | −10,968−25.8% | Reduced |
| Griffin Asset Management, Inc. | 31,636 | $5.11M | 0.85% | +836+2.7% | Added |
| E. Ohman J:or Asset Management AB | 32,011 | $5.17M | 0.24% | −1,000−3.0% | Reduced |
| Semmax Financial Advisors Inc. | 30,796 | $5.21M | 2.21% | +2,246+7.9% | Added |
| Icon Wealth Advisors, LLC | 32,308 | $5.22M | 0.63% | +32,308 | New |
| Opus Investment Management Inc | 32,400 | $5.23M | 1.22% | 00.0% | Unchanged |
| Formuepleje A/S | 32,502 | $5.25M | 0.43% | +32,502 | New |
| Siemens Fonds Invest GmbH | 32,518 | $5.25M | 0.60% | −78−0.2% | Reduced |
| Boston Private Wealth LLC | 32,595 | $5.26M | 0.08% | +3,927+13.7% | Added |
| North Star Investment Management Corp. | 32,770 | $5.29M | 0.52% | −894−2.7% | Reduced |
| Motco | 32,804 | $5.30M | 0.42% | −2,886−8.1% | Reduced |
| Sepio Capital, LP | 32,855 | $5.31M | 0.53% | −1,128−3.3% | Reduced |
| Amica Mutual Insurance Co | 32,966 | $5.33M | 0.75% | −8,319−20.2% | Reduced |
| Boston Research & Management Inc | 32,993 | $5.33M | 1.82% | +335+1.0% | Added |
| Baxter Bros Inc | 33,058 | $5.34M | 0.95% | −1,328−3.9% | Reduced |
| Seeyond | 33,176 | $5.36M | 0.65% | +5,679+20.7% | Added |
| Two Sigma Advisers, LP | 33,300 | $5.38M | 0.02% | −68,100−67.2% | Reduced |
| Pallas Capital Advisors LLC | 32,794 | $5.38M | 0.60% | +1,277+4.1% | Added |
| Northwest Bancshares, Inc. | 33,857 | $5.47M | 1.28% | +1,008+3.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33,943 | $5.48M | 0.29% | +6,957+25.8% | Added |
| Good Life Advisors, LLC | 34,052 | $5.50M | 0.81% | +513+1.5% | Added |
| Inlet Private Wealth, LLC | 34,094 | $5.51M | 1.64% | +11,128+48.5% | Added |
| PDS Planning, Inc | 34,204 | $5.53M | 1.01% | −292−0.8% | Reduced |
| Vision Capital Management, Inc. | 34,257 | $5.53M | 1.14% | +69+0.2% | Added |
| Rowland & Co Investment Counsel | 35,045 | $5.66M | 1.53% | +190+0.5% | Added |
| Wambolt & Associates, LLC | 35,171 | $5.68M | 2.41% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 35,175 | $5.68M | 0.10% | +14,057+66.6% | Added |
| Atlantic Union Bankshares Corp | 35,193 | $5.68M | 0.65% | −1,859−5.0% | Reduced |
| Bard Financial Services, Inc. | 35,200 | $5.69M | 0.53% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 35,201 | $5.69M | 0.59% | −3,452−8.9% | Reduced |
| tru Independence LLC | 35,292 | $5.70M | 2.01% | −1,133−3.1% | Reduced |
| Birch Capital Management, LLC | 35,629 | $5.76M | 4.34% | +543+1.5% | Added |
| Farmers & Merchants Investments Inc | 35,734 | $5.77M | 0.26% | +70+0.2% | Added |
| Eastover Investment Advisors LLC | 36,848 | $5.86M | 3.65% | −129−0.3% | Reduced |
| Red Door Wealth Management, LLC | 36,325 | $5.87M | 2.22% | +75+0.2% | Added |
| Rafferty Asset Management, LLC | 36,320 | $5.87M | 0.06% | +25,757+243.8% | Added |
| Laurel Wealth Advisors, Inc. | 36,423 | $5.88M | 0.63% | −83−0.2% | Reduced |
| Naples Global Advisors, LLC | 36,571 | $5.91M | 0.81% | +1,280+3.6% | Added |
| Advocate Group LLC | 36,608 | $5.91M | 1.46% | +2,935+8.7% | Added |
| EagleClaw Capital Managment, LLC | 36,940 | $5.97M | 1.67% | +400+1.1% | Added |
| Corient Capital Partners, LLC | 32,914 | $6.01M | 0.46% | +94+0.3% | Added |
| Richard Bernstein Advisors LLC | 37,282 | $6.02M | 0.15% | −5,596−13.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 37,410 | $6.04M | 0.40% | −565−1.5% | Reduced |
| New Mexico Educational Retirement Board | 37,562 | $6.07M | 0.33% | −2,900−7.2% | Reduced |
| Davy Global Fund Management Ltd | 37,620 | $6.08M | 1.37% | −598−1.6% | Reduced |
| Cetera Advisors LLC | 37,793 | $6.11M | 0.16% | +2,973+8.5% | Added |
| Albion Financial Group | 37,853 | $6.12M | 0.63% | +915+2.5% | Added |
| Bank of New Hampshire | 37,890 | $6.12M | 1.91% | −192−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 38,135 | $6.16M | 0.29% | +3,428+9.9% | Added |
| Eliot Finkel Investment Counsel, LLC | 38,745 | $6.26M | 4.63% | −120−0.3% | Reduced |
| Borer Denton & Associates, Inc. | 38,749 | $6.26M | 3.11% | +2,503+6.9% | Added |
| Whittier Trust Co | 38,869 | $6.28M | 0.13% | +2,511+6.9% | Added |
| Mattern Capital Management, LLC | 39,018 | $6.30M | 1.31% | −98−0.3% | Reduced |
| Sky Investment Group LLC | 39,128 | $6.32M | 1.64% | +95+0.2% | Added |
| Cubist Systematic Strategies, LLC | 39,216 | $6.33M | 0.05% | +39,216 | New |
| CMG Global Holdings, LLC | 39,700 | $6.41M | 6.91% | +30.0% | Added |
| Garland Capital Management Inc | 39,700 | $6.41M | 5.58% | +625+1.6% | Added |
| Greenwood Capital Associates LLC | 39,952 | $6.45M | 1.11% | +70.0% | Added |
| O'Shaughnessy Asset Management, LLC | 40,004 | $6.46M | 0.12% | +4,362+12.2% | Added |