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 |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 250 | $40.0K | 0.02% | −13−4.9% | Reduced |
| RWM Asset Management, LLC | 245 | $40.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 0 | $41.0K | 0.02% | −338−100.0% | Reduced |
| BDO Wealth Advisors, LLC | 266 | $43.0K | 0.01% | +30+12.7% | Added |
| Annapolis Financial Services, LLC | 277 | $45.0K | 0.02% | −4−1.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 285 | $45.0K | 0.05% | +37+14.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 276 | $45.0K | 0.01% | +78+39.4% | Added |
| Neo Ivy Capital Management | 280 | $45.0K | 0.12% | +280 | New |
| GoalVest Advisory LLC | 284 | $46.0K | 0.03% | −3,914−93.2% | Reduced |
| First Financial Corp | 284 | $46.0K | 0.03% | −5−1.7% | Reduced |
| Lansing Street Advisors | 281 | $46.0K | 0.04% | +1+0.4% | Added |
| Financial Perspectives, Inc | 293 | $47.3K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 300 | $48.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 300 | $48.0K | 0.03% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 312 | $50.0K | 0.04% | −28−8.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 313 | $51.0K | 0.01% | −191−37.9% | Reduced |
| Earnest Partners LLC | 338 | $55.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 360 | $58.0K | 0.02% | −139−27.9% | Reduced |
| Leelyn Smith, LLC | 361 | $58.0K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 367 | $59.0K | 0.04% | +49+15.4% | Added |
| Carolinas Wealth Consulting LLC | 380 | $61.0K | 0.02% | −175−31.5% | Reduced |
| Macroview Investment Management LLC | 384 | $62.0K | 0.11% | 00.0% | Unchanged |
| Rise Advisors, LLC | 382 | $62.0K | 0.05% | +32+9.1% | Added |
| Schubert & Co | 389 | $63.0K | 0.06% | −20−4.9% | Reduced |
| First Personal Financial Services | 396 | $64.0K | 0.02% | −55−12.2% | Reduced |
| FAI Wealth Management | 400 | $64.0K | 0.06% | 00.0% | Unchanged |
| Family CFO Inc | 400 | $64.6K | 0.07% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 431 | $70.0K | 0.01% | +1+0.2% | Added |
| Essex Investment Management Co LLC | 439 | $71.0K | 0.01% | −560−56.1% | Reduced |
| HBC Financial Services, PLLC | 446 | $72.0K | 0.06% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 445 | $72.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 444 | $72.0K | 0.03% | +48+12.1% | Added |
| Castle Wealth Management LLC | 461 | $74.0K | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 464 | $75.0K | 0.06% | −11−2.3% | Reduced |
| BerganKDV Wealth Management, LLC | 471 | $76.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 478 | $77.0K | 0.01% | +478 | New |
| LSV Asset Management | 500 | $81.0K | 0.00% | −300−37.5% | Reduced |
| Norwood Financial Corp | 500 | $81.0K | 0.14% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 500 | $81.0K | 0.07% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 500 | $81.0K | 0.01% | +500 | New |
| Larson Financial Group LLC | 510 | $82.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 505 | $82.0K | 0.06% | 00.0% | Unchanged |
| American Research & Management Co. | 513 | $83.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 524 | $84.6K | 0.02% | −100−16.0% | Reduced |
| Canton Hathaway, LLC | 530 | $86.0K | 0.03% | −100−15.9% | Reduced |
| Monolith Advisors | 532 | $86.0K | 0.10% | 00.0% | Unchanged |
| JNBA Financial Advisors | 544 | $88.0K | 0.01% | −134−19.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 542 | $88.0K | 0.00% | −49−8.3% | Reduced |
| Old Second National Bank of Aurora | 555 | $89.0K | 0.03% | −75−11.9% | Reduced |
| TFC Financial Management | 567 | $92.0K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 568 | $92.0K | 0.02% | +86+17.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 601 | $97.0K | 0.00% | −10−1.6% | Reduced |
| Highlander Capital Management, LLC | 600 | $97.0K | 0.06% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 615 | $98.0K | 0.03% | −89−12.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 615 | $99.0K | 0.04% | +615 | New |
| Raffa Wealth Management, LLC | 636 | $102.7K | 0.05% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 655 | $106.0K | 0.04% | −5−0.8% | Reduced |
| Atlantic Trust, LLC | 670 | $108.0K | 0.04% | +354+112.0% | Added |
| First Command Bank | 683 | $110.0K | 0.02% | +74+12.2% | Added |
| First Command Financial Services, Inc. | 683 | $110.0K | 0.02% | +74+12.2% | Added |
| Missouri Trust & Investment Co | 685 | $111.0K | 0.07% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 695 | $112.0K | 0.08% | +18+2.7% | Added |
| MCF Advisors LLC | 697 | $113.0K | 0.01% | +5+0.7% | Added |
| Addison Advisors LLC | 702 | $113.0K | 0.07% | +300+74.6% | Added |
| Ellevest, Inc. | 707 | $114.0K | 0.01% | +1+0.1% | Added |
| Hanson & Doremus Investment Management | 721 | $116.0K | 0.03% | +193+36.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 735 | $119.0K | 0.03% | −285−27.9% | Reduced |
| State of Wyoming | 739 | $119.0K | 0.06% | +659+823.8% | Added |
| Toth Financial Advisory Corp | 756 | $122.0K | 0.02% | +1+0.1% | Added |
| Rock Creek Group, LP | 756 | $122.0K | 0.02% | +133+21.3% | Added |
| Garde Capital, Inc. | 758 | $122.0K | 0.02% | +758 | New |
| Covestor Ltd | 780 | $126.0K | 0.11% | −781−50.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 800 | $129.0K | 0.12% | +3+0.4% | Added |
| Hillsdale Investment Management Inc. | 814 | $131.0K | 0.01% | −213−20.7% | Reduced |
| U S Global Investors Inc | 819 | $132.0K | 0.01% | −650−44.2% | Reduced |
| CNB Bank | 825 | $133.0K | 0.09% | 00.0% | Unchanged |
| Riverview Trust Co | 826 | $133.0K | 0.13% | +405+96.2% | Added |
| Lee Financial Co | 827 | $134.0K | 0.03% | +4+0.5% | Added |
| Webster Bank, N. A. | 843 | $136.0K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 850 | $137.0K | 0.05% | 00.0% | Unchanged |
| Old North State Trust, LLC | 860 | $139.0K | 0.12% | +860 | New |
| Stephens Investment Management Group LLC | 869 | $140.0K | 0.00% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 866 | $140.0K | 0.06% | +866 | New |
| Pinnacle Holdings, LLC | 893 | $144.3K | 0.07% | −93−9.4% | Reduced |
| SJS Investment Consulting Inc. | 919 | $149.0K | 0.05% | +919 | New |
| New England Asset Management Inc | 956 | $154.0K | 0.00% | −1,074−52.9% | Reduced |
| Asset Dedication, LLC | 949 | $154.0K | 0.02% | +949 | New |
| HHM Wealth Advisors, LLC | 973 | $157.0K | 0.04% | −100−9.3% | Reduced |
| MV Capital Management, Inc. | 976 | $158.0K | 0.03% | +142+17.0% | Added |
| Institutional & Family Asset Management, LLC | 986 | $159.0K | 0.03% | −9−0.9% | Reduced |
| Sound Income Strategies, LLC | 987 | $159.0K | 0.02% | +187+23.4% | Added |
| Global Financial Private Client, LLC | 981 | $160.0K | 0.09% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 992 | $160.2K | 0.07% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,000 | $162.0K | 0.15% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,008 | $162.0K | 0.03% | −99−8.9% | Reduced |
| Beacon Capital Management, LLC | 901 | $164.0K | 0.05% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,008 | $169.2K | 0.06% | +219+27.8% | Added |
| Atticus Wealth Management, LLC | 944 | $172.0K | 0.08% | 00.0% | Unchanged |
| Tevis Investment Management | 1,066 | $173.0K | 0.17% | +122+12.9% | Added |
| Carmichael Hill & Associates, Inc. | 1,091 | $176.0K | 0.10% | −1−0.1% | Reduced |