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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 1,504 | $243.0K | 0.01% | +657+77.6% | Added |
| Accurate Wealth Management, LLC | 1,491 | $244.0K | 0.10% | −652−30.4% | Reduced |
| Boltwood Capital Management | 1,510 | $244.0K | 0.11% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,512 | $244.0K | 0.18% | +8+0.5% | Added |
| Summit Financial Group Inc | 1,511 | $244.0K | 0.10% | +109+7.8% | Added |
| St Germain D J Co Inc | 1,342 | $245.0K | 0.02% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,526 | $246.0K | 0.16% | +4+0.3% | Added |
| Berkeley Capital Partners, LLC | 1,522 | $246.0K | 0.11% | +8+0.5% | Added |
| Quent Capital, LLC | 1,527 | $247.0K | 0.05% | −20−1.3% | Reduced |
| Summit Financial Strategies, Inc. | 1,529 | $247.0K | 0.06% | +1,529 | New |
| CX Institutional | 1,532 | $248.0K | 0.02% | −12,813−89.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,535 | $248.0K | 0.29% | −395−20.5% | Reduced |
| TCI Wealth Advisors, Inc. | 1,537 | $248.0K | 0.04% | +12+0.8% | Added |
| Bill Few Associates, Inc. | 1,545 | $249.0K | 0.17% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,549 | $250.0K | 0.03% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,559 | $252.0K | 0.05% | −49−3.0% | Reduced |
| Sage Rhino Capital LLC | 1,568 | $253.0K | 0.10% | −3−0.2% | Reduced |
| Transparent Wealth Partners LLC | 1,568 | $253.0K | 0.21% | +12+0.8% | Added |
| Blue Barn Wealth, LLC | 1,570 | $254.0K | 0.18% | +272+21.0% | Added |
| Grant/GrossMendelsohn, LLC | 1,527 | $255.0K | 0.14% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 1,581 | $255.0K | 0.03% | +89+6.0% | Added |
| Sunburst Financial Group, LLC | 1,576 | $255.0K | 0.12% | +267+20.4% | Added |
| OneAscent Financial Services LLC | 1,580 | $255.0K | 0.10% | +1,580 | New |
| Davidson Investment Advisors | 1,593 | $257.0K | 0.02% | −1,700−51.6% | Reduced |
| Chilton Investment Co LLC | 1,591 | $257.0K | 0.01% | +1,591 | New |
| Advus Financial Partners, LLC | 1,592 | $257.1K | 0.14% | +80+5.3% | Added |
| Kercheville Advisors, LLC | 1,601 | $259.0K | 0.26% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,617 | $261.0K | 0.19% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 1,623 | $262.0K | 0.02% | +282+21.0% | Added |
| S&T Bank | 1,630 | $263.0K | 0.05% | −2,670−62.1% | Reduced |
| LexAurum Advisors, LLC | 1,627 | $263.0K | 0.10% | +38+2.4% | Added |
| Oak Thistle LLC | 1,626 | $263.0K | 0.95% | +1,626 | New |
| Latitude Advisors, LLC | 1,634 | $264.0K | 0.22% | −17−1.0% | Reduced |
| Hartline Investment Corp | 1,634 | $264.0K | 0.22% | +1,634 | New |
| Aspire Capital Advisors LLC | 1,640 | $265.0K | 0.21% | 00.0% | Unchanged |
| Premier Asset Management LLC | 1,654 | $267.0K | 0.28% | −197−10.6% | Reduced |
| West Michigan Advisors, LLC | 1,657 | $268.0K | 0.23% | −19−1.1% | Reduced |
| Abacus Planning Group, Inc. | 1,676 | $271.0K | 0.08% | −335−16.7% | Reduced |
| Essex LLC | 1,677 | $271.0K | 0.09% | +1+0.1% | Added |
| Symphony Financial, Ltd. Co. | 1,640 | $271.0K | 0.09% | +33+2.1% | Added |
| Keebeck Alpha, LP | 1,678 | $271.0K | 0.15% | +1,678 | New |
| Montag & Caldwell, LLC | 1,682 | $272.0K | 0.04% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 1,683 | $273.0K | 0.00% | −94−5.3% | Reduced |
| M. Kraus & Co | 1,688 | $273.0K | 0.11% | 00.0% | Unchanged |
| WD Rutherford LLC | 1,690 | $273.0K | 0.22% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 1,507 | $273.0K | 0.04% | +13+0.9% | Added |
| Edgestream Partners, L.P. | 1,699 | $274.0K | 0.02% | −4,993−74.6% | Reduced |
| Aire Advisors, LLC | 1,694 | $274.0K | 0.09% | −442−20.7% | Reduced |
| WBH Advisory Inc | 1,697 | $274.0K | 0.04% | +89+5.5% | Added |
| Peak Planning Group, LLC | 1,699 | $274.4K | 0.25% | +1,699 | New |
| Wellington Shields & Co., LLC | 1,705 | $275.0K | 0.12% | 00.0% | Unchanged |
| Security National Bank of So Dak | 1,708 | $276.0K | 0.25% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,715 | $277.0K | 0.19% | +170+11.0% | Added |
| Herold Advisors, Inc. | 1,729 | $279.0K | 0.14% | −100−5.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,725 | $279.0K | 0.09% | +1,725 | New |
| Vicus Capital | 1,734 | $280.0K | 0.03% | −183−9.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 1,733 | $280.0K | 0.09% | +31+1.8% | Added |
| Edmond de Rothschild Holding S.A. | 1,751 | $282.0K | 0.01% | +106+6.4% | Added |
| Simplicity Wealth,LLC | 1,749 | $283.0K | 0.38% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,749 | $283.0K | 0.04% | +103+6.3% | Added |
| Rosenberg Matthew Hamilton | 1,755 | $283.0K | 0.11% | +440+33.5% | Added |
| Journey Strategic Wealth LLC | 1,749 | $283.0K | 0.04% | +1,749 | New |
| Sompo Asset Management Co., Ltd. | 1,760 | $284.0K | 0.07% | +1,760 | New |
| Meadow Creek Wealth Advisors LLC | 1,763 | $285.0K | 0.38% | +73+4.3% | Added |
| Rainsberger Wealth Advisors, Inc. | 1,769 | $286.0K | 0.20% | +1,769 | New |
| Wellington Shields Capital Management, LLC | 1,778 | $287.0K | 0.07% | 00.0% | Unchanged |
| Trust Co of Kansas | 1,785 | $288.0K | 0.20% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,717 | $288.0K | 0.18% | +180+11.7% | Added |
| Cohen & Steers, Inc. | 1,788 | $289.0K | 0.00% | −547−23.4% | Reduced |
| Legacy Bridge, LLC | 1,792 | $289.0K | 0.23% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,798 | $290.5K | 0.31% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,800 | $291.0K | 0.13% | −119−6.2% | Reduced |
| Fort Sheridan Advisors LLC | 1,800 | $291.0K | 0.10% | 00.0% | Unchanged |
| Round Table Services, LLC | 1,810 | $292.0K | 0.06% | −190−9.5% | Reduced |
| Vigilare Wealth Management | 1,816 | $293.0K | 0.38% | +110+6.4% | Added |
| Bluesphere Advisors, LLC | 1,819 | $294.0K | 0.29% | −470−20.5% | Reduced |
| NovaPoint Capital, LLC | 1,824 | $295.0K | 0.13% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,831 | $296.0K | 0.03% | −1,770−49.2% | Reduced |
| Platte River Wealth Advisors, LLC | 1,835 | $296.0K | 0.13% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,838 | $297.0K | 0.04% | +24+1.3% | Added |
| Journey Advisory Group, LLC | 1,845 | $298.0K | 0.08% | −370−16.7% | Reduced |
| Texas Capital Bancshares Inc | 1,849 | $299.0K | 0.24% | −10−0.5% | Reduced |
| Jump Financial, LLC | 1,851 | $299.0K | 0.01% | +1,851 | New |
| Univest Financial Corp | 1,860 | $300.0K | 0.10% | −109−5.5% | Reduced |
| CWA Asset Management Group, LLC | 1,858 | $300.0K | 0.03% | +91+5.1% | Added |
| Wealth Management Associates, Inc. | 1,858 | $300.2K | 0.21% | +120+6.9% | Added |
| Hazlett, Burt & Watson, Inc. | 1,872 | $301.0K | 0.29% | +42+2.3% | Added |
| Selective Wealth Management, Inc. | 1,872 | $302.0K | 0.13% | −1,325−41.4% | Reduced |
| Dana Investment Advisors, Inc. | 1,872 | $302.0K | 0.02% | −1,049−35.9% | Reduced |
| TNF LLC | 1,890 | $302.0K | 0.15% | +2+0.1% | Added |
| Lester Murray Antman dba SimplyRich | 1,882 | $304.0K | 0.14% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,880 | $304.0K | 0.05% | +100+5.6% | Added |
| Certified Advisory Corp | 1,882 | $304.0K | 0.07% | +140+8.0% | Added |
| Perfromance Wealth Partners, LLC | 1,891 | $305.0K | 0.02% | −299−13.7% | Reduced |
| Financial Management Professionals, Inc. | 1,885 | $305.0K | 0.07% | +119+6.7% | Added |
| West Bancorporation Inc | 1,897 | $306.0K | 0.23% | −33−1.7% | Reduced |
| Buckley Wealth Management, LLC | 1,900 | $307.0K | 0.11% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $307.0K | 0.19% | +1,900 | New |
| Encompass Wealth Advisors, LLC | 1,909 | $308.0K | 0.12% | +1,909 | New |
| Newbridge Financial Services Group, Inc. | 1,915 | $309.0K | 0.18% | +92+5.0% | Added |