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 |
|---|---|---|---|---|---|
| Clean Yield Group | 1,121 | $181.0K | 0.09% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,127 | $182.1K | 0.09% | +62+5.8% | Added |
| Hudock, Inc. | 1,159 | $187.0K | 0.06% | +5+0.4% | Added |
| Capital Advisors, Ltd. LLC | 1,173 | $189.0K | 0.04% | +2+0.2% | Added |
| Ellis Investment Partners, LLC | 1,185 | $191.0K | 0.05% | +7+0.6% | Added |
| West Branch Capital LLC | 1,216 | $196.0K | 0.12% | +65+5.6% | Added |
| Trust Co | 1,228 | $198.0K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,228 | $198.0K | 0.02% | +148+13.7% | Added |
| Aua Capital Management, LLC | 1,236 | $200.0K | 0.13% | −805−39.4% | Reduced |
| Keystone Wealth Services, LLC | 1,238 | $200.0K | 0.09% | +30+2.5% | Added |
| Planning Center, Inc. | 1,264 | $201.0K | 0.16% | −68−5.1% | Reduced |
| Horizon Family Wealth, Inc. | 1,243 | $201.0K | 0.25% | +17+1.4% | Added |
| Wealthquest Corp | 1,254 | $202.0K | 0.03% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 1,251 | $202.0K | 0.13% | +14+1.1% | Added |
| Tradition Wealth Management, LLC | 1,257 | $203.0K | 0.03% | −487−27.9% | Reduced |
| Derbend Asset Management | 1,256 | $203.0K | 0.16% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 1,257 | $203.1K | 0.10% | +9+0.7% | Added |
| KCS Wealth Advisory | 1,265 | $204.0K | 0.09% | −30−2.3% | Reduced |
| Key Financial Inc | 1,266 | $205.0K | 0.10% | +24+1.9% | Added |
| Mma Asset Management LLC | 1,271 | $205.0K | 0.18% | +13+1.0% | Added |
| Pinnacle Bancorp, Inc. | 1,274 | $206.0K | 0.09% | −10−0.8% | Reduced |
| Vestor Capital, LLC | 1,275 | $206.0K | 0.03% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,275 | $206.0K | 0.03% | +1,275 | New |
| Appleton Partners Inc | 1,282 | $207.0K | 0.02% | −76−5.6% | Reduced |
| Howe & Rusling Inc | 1,284 | $207.0K | 0.03% | +207+19.2% | Added |
| Gamco Investors, Inc. Et Al | 1,285 | $208.0K | 0.00% | −225−14.9% | Reduced |
| FSM Wealth Advisors, LLC | 1,290 | $208.0K | 0.17% | +145+12.7% | Added |
| Resource Planning Group | 1,289 | $208.0K | 0.18% | +1,289 | New |
| Arthur M. Cohen & Associates, LLC | 1,303 | $210.0K | 0.06% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,298 | $210.0K | 0.14% | +1,298 | New |
| Wedge Capital Management L L P | 1,308 | $211.0K | 0.00% | −3−0.2% | Reduced |
| Dillon & Associates Inc | 1,302 | $211.0K | 0.05% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 1,305 | $211.0K | 0.06% | +1,305 | New |
| Ssi Investment Management LLC | 1,319 | $212.0K | 0.01% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 1,313 | $212.0K | 0.05% | +1,313 | New |
| Center For Asset Management LLC | 1,313 | $212.0K | 0.21% | +1,313 | New |
| Quantum Financial Advisors, LLC | 1,319 | $213.0K | 0.09% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,319 | $213.0K | 0.03% | +44+3.5% | Added |
| Wealth Architects, LLC | 1,319 | $213.0K | 0.04% | +1,319 | New |
| Resurgent Financial Advisors LLC | 1,343 | $217.0K | 0.15% | +234+21.1% | Added |
| Independent Solutions Wealth Management, LLC | 1,344 | $217.1K | 0.07% | +120+9.8% | Added |
| Level Four Advisory Services, LLC | 1,349 | $218.0K | 0.02% | −2,200−62.0% | Reduced |
| Regents of the University of California | 1,350 | $218.0K | 0.04% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,351 | $218.0K | 0.03% | +11+0.8% | Added |
| Angeles Wealth Management, LLC | 1,352 | $218.0K | 0.04% | +26+2.0% | Added |
| Verity Asset Management, Inc. | 1,355 | $218.9K | 0.23% | +1,355 | New |
| Fairhaven Wealth Management, LLC | 1,354 | $219.0K | 0.10% | −16−1.2% | Reduced |
| ELCO Management Co., LLC | 1,355 | $219.0K | 0.17% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,363 | $220.0K | 0.02% | +206+17.8% | Added |
| Shepherd Financial Partners LLC | 1,361 | $220.0K | 0.04% | +1,361 | New |
| Auxano Advisors, LLC | 1,363 | $220.0K | 0.10% | +1,363 | New |
| CWS Financial Advisors, LLC | 1,369 | $221.0K | 0.11% | −250−15.4% | Reduced |
| Braun-Bostich & Associates Inc. | 1,365 | $221.0K | 0.68% | −124−8.3% | Reduced |
| Insight Advisors, LLC | 1,370 | $221.0K | 0.09% | −20−1.4% | Reduced |
| Wealth Effects LLC | 1,367 | $221.0K | 0.14% | −60−4.2% | Reduced |
| Eagle Bay Advisors LLC | 1,365 | $221.0K | 0.14% | −41−2.9% | Reduced |
| First PREMIER Bank | 1,367 | $221.0K | 0.07% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,373 | $221.8K | 0.13% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 1,378 | $222.0K | 0.05% | −13−0.9% | Reduced |
| Aurora Private Wealth, Inc. | 1,372 | $222.0K | 0.10% | +20+1.5% | Added |
| Garrett Investment Advisors LLC | 1,374 | $222.0K | 0.06% | +1,374 | New |
| Edge Capital Group, LLC | 1,384 | $224.0K | 0.02% | −9,156−86.9% | Reduced |
| NuWave Investment Management, LLC | 1,392 | $225.0K | 0.26% | +1,392 | New |
| Argent Capital Management LLC | 1,402 | $226.0K | 0.01% | −445−24.1% | Reduced |
| Knightsbridge Asset Management, LLC | 1,400 | $226.0K | 0.05% | +6+0.4% | Added |
| Tiemann Investment Advisors, LLC | 1,407 | $227.0K | 0.15% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,406 | $227.0K | 0.02% | +149+11.9% | Added |
| Wealth Quarterback LLC | 1,411 | $228.0K | 0.24% | +8+0.6% | Added |
| Everhart Financial Group, Inc. | 1,418 | $229.0K | 0.13% | −285−16.7% | Reduced |
| Standard Family Office LLC | 1,434 | $232.0K | 0.10% | +1,434 | New |
| Fortitude Advisory Group L.L.C. | 1,441 | $233.0K | 0.23% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 1,446 | $234.0K | 0.19% | −2,145−59.7% | Reduced |
| Providence Wealth Advisors, LLC | 1,389 | $234.0K | 0.17% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,450 | $234.0K | 0.05% | +152+11.7% | Added |
| Modera Wealth Management, LLC | 1,454 | $235.0K | 0.01% | +31+2.2% | Added |
| Harvey Investment Co LLC | 1,458 | $236.0K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,460 | $236.0K | 0.15% | +847+138.2% | Added |
| Enhancing Capital LLC | 1,492 | $237.0K | 0.29% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,468 | $237.0K | 0.11% | +106+7.8% | Added |
| L2 Asset Management, LLC | 1,469 | $237.0K | 0.18% | +182+14.1% | Added |
| Oak Asset Management, LLC | 1,470 | $237.0K | 0.11% | +1,470 | New |
| Sanders Morris Harris LLC | 1,470 | $238.0K | 0.06% | 00.0% | Unchanged |
| First Interstate Bank | 1,475 | $238.0K | 0.02% | +30+2.1% | Added |
| Keel Point, LLC | 1,479 | $239.0K | 0.04% | −112−7.0% | Reduced |
| E Fund Management Co., Ltd. | 1,482 | $239.0K | 0.02% | +23+1.6% | Added |
| Private Capital Management, LLC | 1,477 | $239.0K | 0.04% | +1,477 | New |
| Compass Financial Advisors LLC | 1,489 | $240.0K | 0.36% | +4+0.3% | Added |
| Bedel Financial Consulting, Inc. | 1,421 | $240.0K | 0.06% | +300+26.8% | Added |
| Bellecapital International Ltd. | 1,491 | $241.0K | 0.07% | −1,452−49.3% | Reduced |
| Hall Laurie J Trustee | 1,500 | $242.0K | 0.12% | −70−4.5% | Reduced |
| Rbo & Co LLC | 1,500 | $242.0K | 0.05% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,500 | $242.0K | 0.31% | +1,500 | New |
| FLC Capital Advisors | 1,496 | $242.0K | 0.08% | +1,496 | New |
| Sage Capital Advisors,llc | 1,500 | $242.0K | 0.12% | +1,500 | New |
| Redwood Investment Management, LLC | 1,495 | $242.0K | 0.05% | +1,495 | New |
| OneAscent Wealth Management LLC | 1,501 | $242.0K | 0.13% | +1,501 | New |
| Clare Market Investments LLC | 1,500 | $242.3K | 0.10% | +1,500 | New |
| Quad-Cities Investment Group, LLC | 1,504 | $243.0K | 0.19% | −593−28.3% | Reduced |
| Becker Capital Management Inc | 1,506 | $243.0K | 0.01% | −80−5.0% | Reduced |
| Chase Investment Counsel Corp | 1,510 | $243.0K | 0.15% | +18+1.2% | Added |