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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Riverview Capital Advisers, LLC | 40,235 | $6.50M | 4.08% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 40,244 | $6.50M | 1.32% | −4,900−10.9% | Reduced |
| Tompkins Financial Corp | 40,249 | $6.50M | 1.10% | −494−1.2% | Reduced |
| Ironwood Investment Counsel, LLC | 40,270 | $6.50M | 1.86% | +405+1.0% | Added |
| Boston Common Asset Management, LLC | 40,704 | $6.58M | 0.34% | −9,007−18.1% | Reduced |
| Sand Hill Global Advisors, LLC | 40,795 | $6.59M | 0.41% | −751−1.8% | Reduced |
| Hennessy Advisors Inc | 40,900 | $6.61M | 0.46% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 41,099 | $6.64M | 0.31% | +256+0.6% | Added |
| Evercore Wealth Management, LLC | 41,241 | $6.66M | 0.15% | +51+0.1% | Added |
| Keystone Financial Planning, Inc. | 41,324 | $6.67M | 2.57% | −502−1.2% | Reduced |
| Motley Fool Wealth Management, LLC | 41,358 | $6.68M | 0.44% | +716+1.8% | Added |
| Horizon Investments, LLC | 41,823 | $6.69M | 0.21% | +11,483+37.8% | Added |
| Glenview Trust Co | 41,761 | $6.75M | 0.26% | −5,234−11.1% | Reduced |
| Johnson Investment Counsel Inc | 41,771 | $6.75M | 0.10% | +4,931+13.4% | Added |
| Massmutual Trust Co FSB | 41,896 | $6.77M | 0.31% | −1,030−2.4% | Reduced |
| Country Club Bank | 41,131 | $6.80M | 0.65% | −13,251−24.4% | Reduced |
| Live Oak Private Wealth LLC | 42,096 | $6.80M | 1.53% | −44−0.1% | Reduced |
| Flputnam Investment Management Co | 42,260 | $6.83M | 0.27% | +1,115+2.7% | Added |
| XML Financial, LLC | 42,304 | $6.83M | 0.95% | +42,304 | New |
| Ibex Wealth Advisors | 42,522 | $6.87M | 1.79% | −472−1.1% | Reduced |
| Metropolitan Life Insurance Co | 42,906 | $6.93M | 0.33% | −666−1.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 43,147 | $6.97M | 0.12% | +11,400+35.9% | Added |
| Intact Investment Management Inc. | 43,500 | $7.03M | 0.23% | 00.0% | Unchanged |
| Spinnaker Trust | 43,539 | $7.03M | 0.58% | +101+0.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 43,600 | $7.04M | 0.04% | −63,000−59.1% | Reduced |
| Waterfront Wealth Inc. | 41,743 | $7.09M | 2.70% | +40.0% | Added |
| Visionary Wealth Advisors | 44,026 | $7.11M | 0.74% | +2,317+5.6% | Added |
| Agf Investments Inc. | 44,066 | $7.12M | 0.07% | 00.0% | Unchanged |
| Argent Trust Co | 44,114 | $7.13M | 0.52% | +1,815+4.3% | Added |
| Headinvest, LLC | 44,388 | $7.17M | 1.72% | −306−0.7% | Reduced |
| Cetera Investment Advisers | 44,476 | $7.18M | 0.14% | −6,773−13.2% | Reduced |
| Prospera Financial Services Inc | 44,558 | $7.20M | 0.38% | −177−0.4% | Reduced |
| JustInvest LLC | 44,741 | $7.23M | 0.33% | +6,615+17.4% | Added |
| HBK Sorce Advisory LLC | 44,873 | $7.25M | 0.49% | +5,635+14.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 44,667 | $7.28M | 0.12% | +20,031+81.3% | Added |
| MainStreet Investment Advisors LLC | 45,156 | $7.29M | 0.89% | +10.0% | Added |
| Spectrum Management Group, LLC | 45,382 | $7.33M | 1.59% | +21,073+86.7% | Added |
| Beacon Financial Group | 44,612 | $7.38M | 1.15% | −150.0% | Reduced |
| Chartwell Investment Partners, LLC | 45,707 | $7.38M | 0.31% | +399+0.9% | Added |
| Stratos Wealth Partners, LTD. | 45,747 | $7.39M | 0.21% | −373−0.8% | Reduced |
| ClariVest Asset Management LLC | 45,795 | $7.40M | 0.36% | −2,600−5.4% | Reduced |
| Wealthcare Advisory Partners LLC | 46,343 | $7.49M | 0.43% | −81−0.2% | Reduced |
| Louisiana State Employees Retirement System | 46,800 | $7.56M | 0.22% | +300+0.6% | Added |
| Evergreen Capital Management LLC | 47,071 | $7.60M | 0.40% | +14,337+43.8% | Added |
| Tamar Securities, LLC | 47,159 | $7.62M | 2.44% | −112−0.2% | Reduced |
| Pathstone Family Office, LLC | 42,236 | $7.63M | 0.15% | +19,554+86.2% | Added |
| Tufton Capital Management | 47,235 | $7.63M | 1.84% | −59−0.1% | Reduced |
| Gotham Asset Management, LLC | 47,245 | $7.63M | 0.23% | +15,712+49.8% | Added |
| Oppenheimer & Co Inc | 47,619 | $7.69M | 0.18% | −1,056−2.2% | Reduced |
| Tower Bridge Advisors | 47,741 | $7.71M | 0.69% | −200−0.4% | Reduced |
| Koshinski Asset Management, Inc. | 47,975 | $7.75M | 0.93% | −135−0.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 48,212 | $7.79M | 2.57% | +8,898+22.6% | Added |
| TownSquare Capital, LLC | 48,930 | $7.90M | 0.23% | −1,270−2.5% | Reduced |
| Resources Management Corp | 49,274 | $7.96M | 1.37% | +206+0.4% | Added |
| Regentatlantic Capital LLC | 49,396 | $7.98M | 0.24% | −3,412−6.5% | Reduced |
| KBC Group NV | 49,434 | $7.99M | 0.04% | +2,309+4.9% | Added |
| Lowe Brockenbrough & Co Inc | 49,979 | $8.07M | 0.78% | −3,263−6.1% | Reduced |
| Olstein Capital Management, L.P. | 50,000 | $8.08M | 1.35% | −2,000−3.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 50,346 | $8.13M | 0.41% | +1,710+3.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 50,648 | $8.18M | 1.00% | −131−0.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 49,152 | $8.18M | 2.35% | −5,215−9.6% | Reduced |
| Bridgeway Capital Management, LLC | 50,763 | $8.20M | 0.22% | −21,100−29.4% | Reduced |
| Hendley & Co Inc | 50,830 | $8.21M | 3.79% | −130−0.3% | Reduced |
| Beacon Pointe Advisors, LLC | 51,029 | $8.24M | 0.18% | +1,385+2.8% | Added |
| Andra AP-fonden | 52,100 | $8.42M | 0.28% | −6,700−11.4% | Reduced |
| Northeast Investment Management | 52,101 | $8.42M | 0.57% | −1,063−2.0% | Reduced |
| Signaturefd, LLC | 52,499 | $8.48M | 0.29% | −4,300−7.6% | Reduced |
| BancorpSouth Bank | 52,560 | $8.49M | 0.88% | +3,143+6.4% | Added |
| Executive Wealth Management, LLC | 8,511 | $8.51M | 1.22% | −43,853−83.7% | Reduced |
| Daiwa Securities Group Inc. | 52,717 | $8.52M | 0.07% | +1,379+2.7% | Added |
| Mark Stevens | 52,831 | $8.53M | 1.19% | −3,961−7.0% | Reduced |
| Madison Asset Management, LLC | 52,863 | $8.54M | 0.14% | −25,345−32.4% | Reduced |
| Bell Bank | 52,885 | $8.54M | 1.09% | +37,635+246.8% | Added |
| Venturi Wealth Management, LLC | 53,448 | $8.63M | 0.83% | −975−1.8% | Reduced |
| Anchor Investment Management, LLC | 53,575 | $8.65M | 1.34% | −152−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 53,590 | $8.66M | 0.24% | +14,420+36.8% | Added |
| Grace & White Inc | 53,690 | $8.67M | 1.87% | 00.0% | Unchanged |
| Vantage Investment Partners, LLC | 54,044 | $8.73M | 1.37% | +109+0.2% | Added |
| Hantz Financial Services, Inc. | 54,046 | $8.73M | 0.30% | +138+0.3% | Added |
| United Bank | 55,073 | $8.90M | 1.37% | +45,954+503.9% | Added |
| Citizens Financial Group Inc | 55,147 | $8.91M | 0.40% | +50+0.1% | Added |
| Kestra Private Wealth Services, LLC | 55,147 | $8.91M | 0.52% | +3,269+6.3% | Added |
| Elo Mutual Pension Insurance Co | 55,160 | $8.91M | 0.34% | −2,583−4.5% | Reduced |
| Capital Management Corp | 55,272 | $8.93M | 2.52% | −5,096−8.4% | Reduced |
| MAI Capital Management | 55,313 | $8.94M | 0.17% | +10,674+23.9% | Added |
| Mastrapasqua Asset Management Inc | 55,330 | $8.94M | 1.29% | +1,314+2.4% | Added |
| Lee Danner & Bass Inc | 55,581 | $8.98M | 0.95% | −1,386−2.4% | Reduced |
| Tudor Investment Corp Et Al | 55,939 | $9.04M | 0.22% | +51,117+1,060.1% | Added |
| NewEdge Wealth, LLC | 55,950 | $9.04M | 0.43% | +4,221+8.2% | Added |
| Eagle Ridge Investment Management | 56,024 | $9.05M | 1.14% | +392+0.7% | Added |
| Hamel Associates, Inc. | 56,084 | $9.06M | 3.58% | −140−0.2% | Reduced |
| First National Trust Co | 56,367 | $9.11M | 0.53% | +502+0.9% | Added |
| Engineers Gate Manager LP | 56,769 | $9.17M | 0.57% | +55,139+3,382.8% | Added |
| FIL Ltd | 56,876 | $9.19M | 0.01% | +13,339+30.6% | Added |
| FDx Advisors, Inc. | 57,237 | $9.25M | 0.41% | +1,506+2.7% | Added |
| Kentucky Retirement Systems | 57,288 | $9.25M | 0.39% | +2,779+5.1% | Added |
| LVM Capital Management Ltd | 57,758 | $9.33M | 1.43% | +2,030+3.6% | Added |
| Biechele Royce Advisors | 58,022 | $9.37M | 4.41% | +2,539+4.6% | Added |
| Congress Wealth Management LLC | 58,265 | $9.41M | 0.25% | +2,362+4.2% | Added |
| Woodmont Investment Counsel LLC | 58,638 | $9.47M | 1.18% | +132+0.2% | Added |