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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.

Institutional holdersQ3 2022: 2,130 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ3 2022: $83.8B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Cornerstone Advisors, LLC88,000$14.2M0.70%+20,000+29.4%Added
Franklin Street Advisors Inc88,053$14.2M1.44%−411−0.5%Reduced
Huntington National Bank88,670$14.3M0.16%−1,208−1.3%Reduced
AE Wealth Management LLC88,742$14.3M0.11%−1,141−1.3%Reduced
Great Lakes Advisors, LLC89,716$14.5M0.32%+3,188+3.7%Added
LGT Group Foundation90,508$14.6M0.57%−26,021−22.3%Reduced
Deroy & Devereaux Private Investment Counsel Inc90,826$14.7M1.27%+61+0.1%Added
Unigestion Holding SA88,920$14.7M0.85%−11,234−11.2%Reduced
Pinnacle Associates Ltd91,293$14.7M0.34%−8,072−8.1%Reduced
Greatmark Investment Partners, Inc.91,740$14.8M2.86%+2,005+2.2%Added
Texas Yale Capital Corp.91,756$14.8M0.95%+7,230+8.6%Added
Southern Capital Advisors, LLC91,758$14.8M12.12%−153−0.2%Reduced
Bartlett & Co. LLC92,881$15.0M0.32%−2,825−3.0%Reduced
Bartlett & Co. Wealth Management LLC92,881$15.0M0.32%−2,825−3.0%Reduced
CIBC World Markets Inc.93,226$15.1M0.06%+3,383+3.8%Added
ProShare Advisors LLC93,227$15.1M0.06%−16,674−15.2%Reduced
Investment House LLC93,381$15.1M1.41%+3,220+3.6%Added
Saturna Capital CORP94,542$15.3M0.37%+34,910+58.5%Added
Alberta Investment Management Corp94,796$15.3M0.12%−9,300−8.9%Reduced
Atria Investments LLC96,130$15.5M0.34%+4,069+4.4%Added
Osher Van de Voorde Investment Management96,505$15.6M4.30%−615−0.6%Reduced
Private Advisor Group, LLC96,849$15.6M0.18%−16,852−14.8%Reduced
Zevin Asset Management LLC97,250$15.7M3.71%+78+0.1%Added
Grimes & Company, Inc.98,243$15.9M0.83%+4,814+5.2%Added
Alps Advisors Inc98,432$15.9M0.15%+34,134+53.1%Added
Oakview Capital Management, L.P.98,622$15.9M7.61%+17,693+21.9%Added
Virginia Retirement Systems Et Al100,100$16.2M0.18%+100,100New
Mutual of America Capital Management LLC101,412$16.4M0.22%+1,211+1.2%Added
PGGM Investments102,451$16.6M0.29%+102,451New
Financial Counselors Inc103,469$16.7M0.41%+280+0.3%Added
Texas Permanent School Fund103,553$16.7M0.27%+6,545+6.7%Added
Achmea Investment Management B.V.104,302$16.8M0.60%+4,460+4.5%Added
Stewart & Patten Co LLC104,813$16.9M3.26%+481+0.5%Added
Tredje AP-fonden105,625$17.1M0.35%+28,696+37.3%Added
Fidelity National Financial, Inc.106,701$17.2M2.64%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys107,048$17.3M0.17%+114+0.1%Added
Lazard Asset Management LLC107,929$17.4M0.03%+67,502+167.0%Added
Arrowstreet Capital, Limited Partnership108,153$17.5M0.03%+71,785+197.4%Added
Bryn Mawr Trust Co108,228$17.5M0.85%−1,106−1.0%Reduced
Susquehanna International Group, LLP108,571$17.5M0.04%−14,176−11.5%Reduced
Marco Investment Management LLC108,649$17.6M2.23%−310.0%Reduced
Everett Harris & Co109,833$17.7M0.33%−1,500−1.3%Reduced
Cambridge Investment Research Advisors, Inc.109,828$17.7M0.10%+446+0.4%Added
Sumitomo Mitsui DS Asset Management Company, Ltd111,739$18.1M0.41%+4,275+4.0%Added
Yousif Capital Management, LLC111,832$18.1M0.26%−930−0.8%Reduced
Wade G W & Inc112,570$18.2M0.89%+309+0.3%Added
Stephens Inc114,119$18.4M0.39%+4,545+4.1%Added
New York Life Investment Management LLC115,152$18.6M0.23%−949−0.8%Reduced
Marcum Wealth, LLC115,319$18.6M2.83%+354+0.3%Added
Jennison Associates LLC115,857$18.7M0.02%−2,012−1.7%Reduced
Axxcess Wealth Management, LLC119,204$19.3M1.94%+44,364+59.3%Added
Prio Wealth Limited Partnership120,932$19.5M0.84%+1,923+1.6%Added
Washington Trust Advisors, Inc.121,292$19.6M1.83%−988−0.8%Reduced
Synovus Financial Corp121,495$19.6M0.24%+1,597+1.3%Added
National Bank of Canada121,604$19.6M0.11%−5,047−4.0%Reduced
CIBC Private Wealth Group, LLC122,034$19.7M0.05%+668+0.6%Added
BI Asset Management Fondsmaeglerselskab A/S122,289$19.8M1.01%−7,797−6.0%Reduced
Gulf International Bank (UK) Ltd122,350$19.8M0.37%+4,300+3.6%Added
MML Investors Services, LLC123,526$20.0M0.15%+22,456+22.2%Added
Public Employees Retirement Association of Colorado123,529$20.0M0.12%+4,414+3.7%Added
First Long Island Investors, LLC123,901$20.0M2.22%−1,573−1.3%Reduced
IFM Investors Pty Ltd124,338$20.1M0.37%+983+0.8%Added
State of Alaska, Department of Revenue125,639$20.3M0.27%+7,073+6.0%Added
RSM US Wealth Management LLC125,660$20.3M1.17%−66−0.1%Reduced
Oregon Public Employees Retirement Fund125,976$20.4M0.29%−6,786−5.1%Reduced
Cetera Advisor Networks LLC126,268$20.4M0.25%+1,650+1.3%Added
Schwartz Investment Counsel Inc126,482$20.4M1.05%−182−0.1%Reduced
Donald L. Hagan, LLC130,000$21.0M14.89%00.0%Unchanged
Deprince Race & Zollo Inc130,371$21.1M0.54%−56,506−30.2%Reduced
Stock Yards Bank & Trust Co130,695$21.1M0.90%+2,038+1.6%Added
Utah Retirement Systems131,818$21.3M0.36%+700+0.5%Added
Mirae Asset Global Investments Co., Ltd.132,983$21.5M0.06%+1,615+1.2%Added
Professional Advisory Services Inc134,360$21.7M3.77%−3,963−2.9%Reduced
Pinnacle Financial Partners Inc135,293$21.9M0.79%+9,373+7.4%Added
Xponance, Inc.136,922$22.1M0.43%+11,245+8.9%Added
Accredited Investors Inc.139,764$22.6M2.62%+149+0.1%Added
Clarkston Capital Partners, LLC141,899$22.9M0.45%−3,607−2.5%Reduced
Parsec Financial Management, Inc.142,315$23.0M1.15%−6,023−4.1%Reduced
CIBC Asset Management Inc142,803$23.1M0.10%+38,543+37.0%Added
Westpac Banking Corp144,056$23.3M0.35%−3,901−2.6%Reduced
Baker Avenue Asset Management, LP145,296$23.5M1.56%−4,480−3.0%Reduced
Waters Parkerson & Co., LLC145,527$23.5M1.57%+777+0.5%Added
Payden & Rygel146,300$23.6M1.38%+700+0.5%Added
Comerica Bank142,278$23.8M0.20%+569+0.4%Added
Scotia Capital Inc.148,527$24.0M0.19%+716+0.5%Added
Capital Investment Advisors, LLC148,613$24.0M0.82%+2,693+1.8%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.150,902$24.4M0.10%−66,684−30.6%Reduced
Swiss Life Asset Management Ltd151,022$24.4M0.42%+61,528+68.8%Added
Kestra Advisory Services, LLC151,392$24.5M0.26%+9,359+6.6%Added
Vontobel Holding Ltd.151,415$25.0M0.29%−25,272−14.3%Reduced
KCM Investment Advisors LLC157,476$25.4M1.18%−2,757−1.7%Reduced
Manning & Napier Group, LLC158,168$25.5M0.33%−339,879−68.2%Reduced
D.A. Davidson & Co.159,461$25.8M0.34%+10,775+7.2%Added
Sabal Trust CO159,684$25.8M1.95%+679+0.4%Added
Macquarie Group Ltd161,172$26.0M0.03%−61,255−27.5%Reduced
Mercer Global Advisors Inc161,583$26.1M0.15%+5,433+3.5%Added
DnB Asset Management AS163,869$26.5M0.20%−43,546−21.0%Reduced
Klingenstein Fields & Co LP164,415$26.6M1.46%−716−0.4%Reduced
Umb Bank N A164,971$26.6M0.45%+951+0.6%Added
USS Investment Management Ltd165,967$26.8M0.42%−51,237−23.6%Reduced