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 |
|---|---|---|---|---|---|
| 360 Financial, Inc. | 2,358 | $381.0K | 0.25% | +47+2.0% | Added |
| Bank Ozk | 2,359 | $381.0K | 0.21% | +35+1.5% | Added |
| Cabot Wealth Management Inc | 2,360 | $381.0K | 0.06% | +55+2.4% | Added |
| Crestwood Advisors Group LLC | 2,360 | $381.0K | 0.01% | +392+19.9% | Added |
| NCM Capital Management, LLC | 2,373 | $383.0K | 0.29% | −147−5.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,378 | $384.0K | 0.09% | 00.0% | Unchanged |
| Aries Wealth Management | 2,296 | $385.0K | 0.17% | +100+4.6% | Added |
| Great Diamond Partners, LLC | 2,394 | $386.0K | 0.13% | +104+4.5% | Added |
| Leisure Capital Management | 2,392 | $386.0K | 0.23% | +154+6.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,391 | $386.0K | 0.00% | +746+45.3% | Added |
| Donoghue Forlines LLC | 2,396 | $387.0K | 0.14% | +2,396 | New |
| Garrison Bradford & Associates Inc | 2,400 | $388.0K | 0.47% | 00.0% | Unchanged |
| Founders Capital Management | 2,410 | $389.0K | 0.32% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 2,415 | $390.1K | 0.26% | −4−0.2% | Reduced |
| Bridgewater Associates, LP | 2,419 | $391.0K | 0.00% | −66,148−96.5% | Reduced |
| Etfidea, LLC | 2,424 | $391.6K | 0.20% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 2,427 | $392.0K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,430 | $393.0K | 0.11% | +1,065+78.0% | Added |
| O'Rourke & Company, Inc | 2,438 | $394.0K | 0.34% | −78−3.1% | Reduced |
| Absher Wealth Management, LLC | 2,443 | $395.0K | 0.08% | −3,114−56.0% | Reduced |
| Perennial Investment Advisors, LLC | 2,443 | $395.0K | 0.18% | +511+26.4% | Added |
| Spirit of America Management Corp | 2,450 | $396.0K | 0.09% | +200+8.9% | Added |
| MQS Management LLC | 2,452 | $396.0K | 0.26% | +1,356+123.7% | Added |
| NTV Asset Management LLC | 2,464 | $398.0K | 0.08% | −12−0.5% | Reduced |
| Warren Averett Asset Management, LLC | 2,470 | $399.0K | 0.03% | +1,258+103.8% | Added |
| Founders Capital Management, LLC | 2,475 | $400.0K | 0.11% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 2,195 | $401.0K | 0.17% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,487 | $402.0K | 0.93% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 2,510 | $406.0K | 0.03% | −214−7.9% | Reduced |
| Wealth Management Solutions, LLC | 2,518 | $407.0K | 0.24% | −153−5.7% | Reduced |
| Austin Asset Management Co Inc | 2,531 | $409.0K | 0.15% | +26+1.0% | Added |
| Principal Street Partners, LLC | 2,532 | $409.0K | 0.11% | +65+2.6% | Added |
| Resonant Capital Advisors, LLC | 2,534 | $409.0K | 0.06% | +215+9.3% | Added |
| First City Capital Management, Inc. | 2,545 | $411.0K | 0.27% | −10−0.4% | Reduced |
| Mystic Asset Management, Inc. | 2,547 | $411.0K | 0.26% | +294+13.0% | Added |
| Shufro Rose & Co LLC | 2,553 | $412.0K | 0.04% | +2+0.1% | Added |
| Skba Capital Management LLC | 2,550 | $412.0K | 0.09% | 00.0% | Unchanged |
| Suncoast Equity Management | 2,558 | $413.0K | 0.08% | −145−5.4% | Reduced |
| Adirondack Trust Co | 2,556 | $413.0K | 0.23% | +79+3.2% | Added |
| Delta Financial Advisors LLC | 2,576 | $416.0K | 0.22% | +5+0.2% | Added |
| Atlas Private Wealth Management | 2,574 | $416.0K | 0.30% | +94+3.8% | Added |
| Cambridge Trust Co | 2,582 | $417.0K | 0.02% | +121+4.9% | Added |
| Andesa Financial Management Inc. | 2,583 | $417.0K | 0.15% | +742+40.3% | Added |
| Cannon Financial Strategists, Inc. | 2,582 | $417.1K | 0.16% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 2,589 | $418.0K | 0.05% | −2−0.1% | Reduced |
| CoreFirst Bank & Trust | 2,588 | $418.0K | 0.36% | 00.0% | Unchanged |
| Peavine Capital, LLC | 2,600 | $420.0K | 0.10% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 2,590 | $420.0K | 0.11% | +47+1.8% | Added |
| Sun Life Financial INC | 2,605 | $421.0K | 0.03% | −510−16.4% | Reduced |
| Detalus Advisors, LLC | 2,611 | $422.0K | 0.25% | −150−5.4% | Reduced |
| St. Johns Investment Management Company, LLC | 2,611 | $422.0K | 0.28% | +140+5.7% | Added |
| Blodgett Wealth Advisors, LLC | 2,618 | $423.0K | 0.51% | −73−2.7% | Reduced |
| Westhampton Capital, LLC | 2,625 | $424.0K | 0.32% | −275−9.5% | Reduced |
| Drive Wealth Management, LLC | 2,630 | $425.0K | 0.40% | +293+12.5% | Added |
| Flagship Harbor Advisors, LLC | 2,643 | $427.0K | 0.05% | +46+1.8% | Added |
| TCWP LLC | 2,644 | $427.0K | 0.09% | +1,027+63.5% | Added |
| Roberts Glore & Co Inc | 2,652 | $428.0K | 0.15% | −231−8.0% | Reduced |
| Winthrop Advisory Group LLC | 2,654 | $429.0K | 0.09% | +50+1.9% | Added |
| Gill Capital Partners, LLC | 2,653 | $429.0K | 0.22% | +2,653 | New |
| Redhawk Wealth Advisors, Inc. | 2,663 | $430.0K | 0.18% | +18+0.7% | Added |
| GPS Wealth Strategies Group, LLC | 2,667 | $431.0K | 0.11% | +111+4.3% | Added |
| Wealth Alliance Advisory Group, LLC | 2,676 | $432.0K | 0.19% | +217+8.8% | Added |
| Verus Capital Partners, LLC | 2,674 | $432.0K | 0.08% | +737+38.0% | Added |
| Regent Peak Wealth Advisors LLC | 2,686 | $433.0K | 0.15% | −335−11.1% | Reduced |
| SignalPoint Asset Management, LLC | 2,683 | $433.0K | 0.17% | −10.0% | Reduced |
| blooom, inc. | 2,585 | $433.0K | 0.83% | +278+12.1% | Added |
| Curbstone Financial Management Corp | 2,682 | $433.0K | 0.11% | +2,682 | New |
| Thoroughbred Financial Services, LLC | 2,687 | $434.0K | 0.08% | +77+3.0% | Added |
| Weatherly Asset Management L. P. | 2,694 | $435.0K | 0.06% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,693 | $435.0K | 0.01% | +196+7.8% | Added |
| Astoria Portfolio Advisors LLC. | 2,694 | $435.0K | 0.30% | +328+13.9% | Added |
| DSC Advisors, L.P. | 2,699 | $436.0K | 0.47% | −682−20.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,699 | $436.0K | 0.30% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 2,697 | $436.0K | 0.32% | +133+5.2% | Added |
| Pacitti Group Inc. | 2,700 | $436.0K | 0.36% | +169+6.7% | Added |
| Guardian Wealth Advisors, LLC | 2,703 | $437.0K | 0.08% | +102+3.9% | Added |
| MBL Wealth, LLC | 2,707 | $437.0K | 0.09% | +383+16.5% | Added |
| David Loasby | 2,743 | $438.0K | 0.07% | +29+1.1% | Added |
| Evoke Wealth, LLC | 2,710 | $438.0K | 0.02% | +51+1.9% | Added |
| Mechanics Financial Corp | 2,725 | $440.0K | 0.29% | +20+0.7% | Added |
| MidWestOne Financial Group, Inc. | 2,733 | $441.0K | 0.11% | 00.0% | Unchanged |
| Vista Investment Management | 2,757 | $445.0K | 0.27% | +211+8.3% | Added |
| Opus Capital Group, LLC | 2,762 | $446.0K | 0.10% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,776 | $448.0K | 0.03% | +181+7.0% | Added |
| Indiana Trust & Investment Management CO | 2,779 | $449.0K | 0.27% | −150−5.1% | Reduced |
| EPG Wealth Management LLC | 2,816 | $455.0K | 0.19% | +5+0.2% | Added |
| Sound View Wealth Advisors Group, LLC | 2,824 | $456.0K | 0.10% | +90+3.3% | Added |
| Personal Cfo Solutions, LLC | 2,824 | $456.0K | 0.11% | +94+3.4% | Added |
| Alliance Wealth Advisors, LLC | 2,827 | $457.0K | 0.43% | −63−2.2% | Reduced |
| Davidson Trust Co | 2,828 | $457.0K | 0.44% | −10.0% | Reduced |
| KRS Capital Management, LLC | 2,830 | $457.0K | 0.69% | +191+7.2% | Added |
| Gray Wealth Management Inc. | 2,833 | $458.0K | 0.29% | 00.0% | Unchanged |
| Ledyard National Bank | 2,851 | $460.0K | 0.06% | 00.0% | Unchanged |
| King Wealth | 2,859 | $462.0K | 0.12% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,866 | $463.0K | 0.19% | +551+23.8% | Added |
| Segment Wealth Management, LLC | 2,876 | $465.0K | 0.06% | −165−5.4% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,885 | $466.0K | 0.14% | −925−24.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,882 | $466.0K | 0.18% | −140−4.6% | Reduced |
| Cypress Capital Management LLC | 2,891 | $467.0K | 0.09% | +2,891 | New |
| Next Level Private LLC | 2,779 | $467.0K | 0.41% | +2,779 | New |