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 |
|---|---|---|---|---|---|
| Stokes Family Office, LLC | 1,923 | $311.0K | 0.04% | +20+1.1% | Added |
| Greenwood Gearhart Inc | 1,934 | $312.0K | 0.05% | −11−0.6% | Reduced |
| Atlas Brown,Inc. | 1,940 | $313.0K | 0.16% | +3+0.2% | Added |
| Staley Capital Advisers Inc | 1,941 | $314.0K | 0.02% | +60+3.2% | Added |
| Pacer Advisors, Inc. | 1,944 | $314.0K | 0.00% | +319+19.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,950 | $315.0K | 0.19% | −5,456−73.7% | Reduced |
| BLB&B Advisors, LLC | 1,951 | $315.0K | 0.03% | +52+2.7% | Added |
| LWM Advisory Services, LLC | 1,950 | $315.0K | 0.36% | +225+13.0% | Added |
| Bray Capital Advisors | 1,954 | $316.0K | 0.10% | +7+0.4% | Added |
| WC Walker & Associates, Inc. | 1,873 | $316.0K | 0.18% | +1+0.1% | Added |
| PFS Partners, LLC | 1,963 | $317.1K | 0.34% | 00.0% | Unchanged |
| Accel Wealth Management | 1,884 | $318.0K | 0.17% | −789−29.5% | Reduced |
| GM Advisory Group, Inc. | 1,970 | $318.0K | 0.04% | +1,970 | New |
| American Trust | 1,976 | $319.0K | 0.03% | −2,610−56.9% | Reduced |
| Smithfield Trust Co | 1,993 | $319.0K | 0.02% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 1,976 | $319.0K | 0.05% | −9−0.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,974 | $319.0K | 0.12% | +24+1.2% | Added |
| Platform Technology Partners | 1,973 | $319.0K | 0.18% | +133+7.2% | Added |
| Robertson Stephens Wealth Management, LLC | 1,984 | $320.0K | 0.04% | −727−26.8% | Reduced |
| Sather Financial Group Inc | 1,979 | $320.0K | 0.04% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 1,981 | $320.0K | 0.10% | +12+0.6% | Added |
| Goelzer Investment Management, Inc. | 1,982 | $320.0K | 0.03% | +1,982 | New |
| Gouws Capital LLC | 1,995 | $322.0K | 0.32% | −95−4.5% | Reduced |
| Merriman Wealth Management, LLC | 1,996 | $322.0K | 0.02% | −5−0.2% | Reduced |
| Wealthsource Partners, LLC | 1,991 | $322.0K | 0.02% | +109+5.8% | Added |
| Rice Partnership, LLC | 2,000 | $323.0K | 0.10% | 00.0% | Unchanged |
| FIDELIS iM, LLC | 2,000 | $323.0K | 0.23% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 2,000 | $323.0K | 0.05% | +38+1.9% | Added |
| Investment Advisory Services Inc | 2,002 | $323.0K | 0.19% | +44+2.2% | Added |
| 180 Wealth Advisors, LLC | 2,006 | $324.0K | 0.09% | −91−4.3% | Reduced |
| Caerus Investment Advisors, LLC | 2,006 | $324.0K | 0.41% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,006 | $324.0K | 0.31% | +2,004+100,200.0% | Added |
| FinTrust Capital Advisors, LLC | 1,947 | $325.0K | 0.08% | −98−4.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,012 | $325.0K | 0.08% | +9+0.4% | Added |
| Ridgecrest Wealth Partners, LLC | 2,013 | $325.0K | 0.27% | +69+3.5% | Added |
| Bellevue Asset Management, LLC | 2,017 | $326.0K | 0.25% | +10.0% | Added |
| Avestar Capital, LLC | 2,018 | $326.0K | 0.09% | +29+1.5% | Added |
| Drake & Associates, LLC | 2,022 | $327.0K | 0.19% | −59−2.8% | Reduced |
| Zhang Financial LLC | 2,046 | $330.0K | 0.05% | −10.0% | Reduced |
| Beaton Management Co. Inc. | 2,043 | $330.0K | 0.25% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,045 | $330.0K | 0.23% | +121+6.3% | Added |
| FourThought Financial, LLC | 2,046 | $331.0K | 0.05% | −810−28.4% | Reduced |
| VELA Investment Management, LLC | 2,048 | $331.0K | 0.19% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,058 | $332.0K | 0.02% | −6,342−75.5% | Reduced |
| HFR Wealth Management, LLC | 2,056 | $332.0K | 0.11% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,077 | $335.0K | 0.05% | −528−20.3% | Reduced |
| Cornerstone Advisory, LLC | 2,072 | $335.0K | 0.07% | −45−2.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,075 | $335.0K | 0.16% | −46−2.2% | Reduced |
| Spotlight Asset Group, Inc. | 2,026 | $335.0K | 0.33% | +2,026 | New |
| Baker Boyer National Bank | 2,079 | $336.0K | 0.15% | −457−18.0% | Reduced |
| Cahill Financial Advisors Inc | 2,076 | $336.0K | 0.07% | −240−10.4% | Reduced |
| Baystate Wealth Management LLC | 2,079 | $336.0K | 0.03% | +2+0.1% | Added |
| Schrum Private Wealth Management LLC | 2,078 | $336.0K | 0.42% | +68+3.4% | Added |
| Sofos Investments, Inc. | 1,296 | $337.0K | 0.04% | −168−11.5% | Reduced |
| Jones Financial Companies LLLP | 2,090 | $338.0K | 0.00% | −157−7.0% | Reduced |
| WealthPlan Investment Management, LLC | 1,938 | $338.0K | 0.02% | +1,938 | New |
| Lake Street Financial LLC | 2,111 | $341.0K | 0.08% | −48−2.2% | Reduced |
| SRB Corp | 2,116 | $342.0K | 0.02% | −6,697−76.0% | Reduced |
| GW Henssler & Associates Ltd | 2,115 | $342.0K | 0.03% | −66−3.0% | Reduced |
| Transatlantique Private Wealth LLC | 2,121 | $343.0K | 0.23% | −121−5.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,124 | $343.0K | 0.03% | +152+7.7% | Added |
| Old Mission Investment Co LLC | 2,125 | $343.3K | 0.16% | +38+1.8% | Added |
| Allen Capital Group, LLC | 2,128 | $344.0K | 0.08% | 00.0% | Unchanged |
| Darrow Company, Inc. | 2,131 | $344.0K | 0.36% | +3+0.1% | Added |
| Alphasimplex Group, LLC | 2,132 | $344.0K | 3.48% | +2,132 | New |
| Game Plan Financial Advisors, LLC | 2,140 | $346.0K | 0.29% | −5,577−72.3% | Reduced |
| Strategy Asset Managers LLC | 2,153 | $348.0K | 0.09% | +2,153 | New |
| Cozad Asset Management Inc | 2,167 | $350.0K | 0.06% | −300−12.2% | Reduced |
| First National Advisers, LLC | 2,166 | $350.0K | 0.52% | +450+26.2% | Added |
| Navellier & Associates Inc | 2,173 | $351.0K | 0.08% | −38−1.7% | Reduced |
| TBH Global Asset Management, LLC | 2,173 | $351.0K | 0.09% | +10.0% | Added |
| M Holdings Securities, Inc. | 2,186 | $353.0K | 0.04% | −36−1.6% | Reduced |
| First Western Trust Bank | 2,206 | $356.0K | 0.02% | −40−1.8% | Reduced |
| Ti-Trust, Inc | 2,201 | $356.0K | 0.38% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 2,205 | $356.0K | 0.26% | +36+1.7% | Added |
| McIlrath & Eck, LLC | 2,204 | $356.0K | 0.10% | +200+10.0% | Added |
| Enterprise Financial Services Corp | 2,214 | $358.0K | 0.27% | +97+4.6% | Added |
| N.E.W. Advisory Services LLC | 2,225 | $359.0K | 0.07% | −269−10.8% | Reduced |
| AIA Group Ltd | 2,229 | $360.0K | 0.02% | −8,273−78.8% | Reduced |
| Global Trust Asset Management, LLC | 2,231 | $360.0K | 0.19% | −3−0.1% | Reduced |
| Traphagen Investment Advisors LLC | 2,233 | $360.8K | 0.07% | +6+0.3% | Added |
| Cutler Investment Counsel LLC | 2,244 | $362.0K | 0.06% | 00.0% | Unchanged |
| Somerset Trust Co | 2,238 | $362.0K | 0.17% | +12+0.5% | Added |
| Proficio Capital Partners LLC | 2,226 | $363.0K | 0.07% | −1,012−31.3% | Reduced |
| Miracle Mile Advisors, LLC | 2,250 | $363.0K | 0.02% | −201−8.2% | Reduced |
| Cahaba Wealth Management, Inc. | 2,260 | $365.0K | 0.05% | −82−3.5% | Reduced |
| Teza Capital Management LLC | 2,259 | $365.0K | 0.08% | +2,259 | New |
| Gryphon Financial Partners LLC | 2,275 | $367.0K | 0.09% | −85−3.6% | Reduced |
| Adamsbrown Wealth Consultants LLC | 2,270 | $367.0K | 0.28% | −65−2.8% | Reduced |
| McRae Capital Management Inc | 2,288 | $370.0K | 0.11% | −9−0.4% | Reduced |
| Strategic Wealth Designers | 2,304 | $372.0K | 0.11% | −2,538−52.4% | Reduced |
| First Pacific Advisors, LP | 2,300 | $372.0K | 0.01% | +500+27.8% | Added |
| Prestige Wealth Management Group LLC | 2,311 | $373.0K | 0.10% | +207+9.8% | Added |
| Curi Capital | 2,314 | $374.0K | 0.06% | +1,406+154.8% | Added |
| TRUE Private Wealth Advisors | 2,339 | $377.0K | 0.06% | −30−1.3% | Reduced |
| Renasant Bank | 2,342 | $378.0K | 0.33% | −379−13.9% | Reduced |
| Leavell Investment Management, Inc. | 2,337 | $378.0K | 0.03% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,347 | $379.0K | 0.21% | −146−5.9% | Reduced |
| Occidental Asset Management, LLC | 2,347 | $379.0K | 0.11% | +2,347 | New |
| Balboa Wealth Partners | 2,348 | $379.0K | 0.17% | +2,348 | New |