Skip to main content

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
Nadler Financial Group, Inc.0$00.00%−1,226−100.0%Sold out
Redmont Wealth Advisors LLC0$00.00%−1,227−100.0%Sold out
Walker Financial Services, Inc.0$00.00%−1,227−100.0%Sold out
Barnes Pettey Financial Advisors, LLC0$00.00%−1,209−100.0%Sold out
Wealth Advisors of Tampa Bay, LLC0$00.00%−1,200−100.0%Sold out
Calton & Associates, Inc.0$00.00%−1,194−100.0%Sold out
Brown Advisory Securities, LLC0$00.00%−1,197−100.0%Sold out
Berger Financial Group, Inc0$00.00%−1,189−100.0%Sold out
Bickling Financial Services, Inc.0$00.00%−1,181−100.0%Sold out
Act Wealth Management, LLC0$00.00%−1,679−100.0%Sold out
Independent Wealth Network Inc.0$00.00%−1,165−100.0%Sold out
Beacon Financial Advisory LLC0$00.00%−1,164−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−1,161−100.0%Sold out
Holderness Investments Co0$00.00%−1,145−100.0%Sold out
Crescent Grove Advisors, LLC0$00.00%−1,144−100.0%Sold out
Garrison Point Advisors, LLC0$00.00%−1,140−100.0%Sold out
RMB Capital Management, LLC0$00.00%−1,133−100.0%Sold out
Connecticut Wealth Management, LLC0$00.00%−1,134−100.0%Sold out
Tranquility Partners, LLC0$00.00%−1,124−100.0%Sold out
Gillespie Robinson & Grimm Inc0$00.00%−1,116−100.0%Sold out
JB Capital LLC0$00.00%−1,118−100.0%Sold out
Pacific Capital Wealth Advisors, Inc0$00.00%−1,110−100.0%Sold out
Northside Capital Management, LLC0$00.00%−1,100−100.0%Sold out
All Terrain Financial Advisors, LLC0$00.00%−1,100−100.0%Sold out
Hixon Zuercher, LLC0$00.00%−1,100−100.0%Sold out
Connectus Wealth, LLC0$00.00%−1,096−100.0%Sold out
Mirova0$00.00%−1,035−100.0%Sold out
Ahrens Investment Partners LLC0$00.00%−729−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%–Sold out
Sierra Capital LLC0$00.00%−542−100.0%Sold out
Baron Financial Group, LLC0$00.00%−530−100.0%Sold out
Chilton Capital Management LLC0$00.00%−510−100.0%Sold out
Joseph P. Lucia & Associates, LLC0$00.00%−500−100.0%Sold out
Northern Oak Wealth Management Inc0$00.00%−476−100.0%Sold out
Cascade Investment Advisors, Inc.0$00.00%−355−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−350−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−324−100.0%Sold out
Vectors Research Management, LLC0$00.00%−280−100.0%Sold out
Steward Financial Group LLC0$00.00%−281−100.0%Sold out
WFA of San Diego, LLC0$00.00%−230−100.0%Sold out
AGF Investments LLC0$00.00%−188−100.0%Sold out
Arcadia Investment Management Corp0$00.00%−150−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−124−100.0%Sold out
Heritage Financial Services, LLC0$00.00%−100−100.0%Sold out
Halpern Financial, Inc.0$00.00%−89−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−90−100.0%Sold out
Fairfield, Bush & Co.0$00.00%−55−100.0%Sold out
Better Money Decisions, LLC0$00.00%−56−100.0%Sold out
Tfo-TDC, LLC0$00.00%−47−100.0%Sold out
Costello Asset Management, INC0$00.00%−50−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−34−100.0%Sold out
Activest Wealth Management0$00.00%−25−100.0%Sold out
Insight Inv LLC0$00.00%−25−100.0%Sold out
Iron Horse Wealth Management, LLC0$00.00%−3−100.0%Sold out
Spartan Planning & Wealth Management0$00.00%−1−100.0%Sold out
Karlinski Andrew C0$00.00%−2−100.0%Sold out
Murphy Capital Management Inc––––Not filed
Quintet Private Bank (Europe) S.A.––––Not filed
HighPoint Advisor Group LLC––––Not filed
Advisor Partners LLC––––Not filed
Coldstream Capital Management Inc––––Not filed
Icon Wealth Partners, LLC––––Not filed
Intersect Capital LLC––––Not filed
Beacon Harbor Wealth Advisors, Inc.––––Not filed
Altium Wealth Management LLC––––Not filed
B. Riley Wealth Management, Inc.––––Not filed
Frontier Wealth Management LLC––––Not filed
Dixon Hubard Feinour & Brown Inc––––Not filed
Loveless Wealth Management LLC––––Not filed
Pinnacle Private Wealth, LLC––––Not filed
NTB Financial Corp––––Not filed
Minot Wealth Management LLC––––Not filed
DRW Securities, LLC––––Not filed
Titus Wealth Management––––Not filed
Crossvault Capital Management LLC––––Not filed
Ern LLC––––Not filed
Brewin Dolphin Wealth Management Ltd––––Not filed
US Asset Management LLC––––Not filed
Swarthmore Group Inc––––Not filed
Brewin Dolphin Ltd––––Not filed
Fieldpoint Private Securities, LLC––––Not filed
Quadrant Private Wealth Management, LLC––––Not filed
BT Wealth Management LLC––––Not filed
Private Capital Group, LLC––––Not filed
HC Financial Advisors Inc––––Not filed
Cordasco Financial Network––––Not filed
Bivin & Associates, Inc.––––Not filed
Enterprise Trust & Investment Co––––Not filed
Emerson Wealth Management, LLC––––Not filed