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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 2,905 | $469.0K | 0.13% | −225−7.2% | Reduced |
| RB Capital Management, LLC | 2,902 | $469.0K | 0.18% | +120+4.3% | Added |
| Elgethun Capital Management | 2,904 | $469.0K | 0.19% | +1,511+108.5% | Added |
| WealthShield Partners, LLC | 2,908 | $470.0K | 0.09% | +3+0.1% | Added |
| RDA Financial Network | 2,916 | $471.0K | 0.26% | −4−0.1% | Reduced |
| Vance Wealth, Inc. | 2,916 | $471.0K | 0.36% | +136+4.9% | Added |
| Corrigan Financial, Inc. | 2,917 | $471.2K | 0.18% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 2,936 | $474.0K | 0.50% | +221+8.1% | Added |
| Financial Advocates Investment Management | 2,962 | $477.0K | 0.04% | −3,191−51.9% | Reduced |
| Naviter Wealth, LLC | 2,950 | $477.0K | 0.19% | +215+7.9% | Added |
| Bluefin Capital Management, LLC | 2,950 | $477.0K | 0.05% | +2,950 | New |
| Harbour Capital Advisors, LLC | 3,009 | $481.0K | 0.17% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 2,980 | $481.0K | 0.15% | +10.0% | Added |
| Titleist Asset Management, Ltd. | 2,998 | $484.0K | 0.12% | −743−19.9% | Reduced |
| Cobblestone Capital Advisors LLC | 3,005 | $485.0K | 0.04% | −118−3.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,000 | $485.0K | 0.05% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 3,000 | $485.0K | 0.25% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 3,000 | $485.0K | 0.50% | 00.0% | Unchanged |
| Strategic Equity Management | 3,000 | $485.0K | 0.20% | +3,000 | New |
| McGuire Investment Group, LLC | 3,007 | $486.0K | 0.11% | −23−0.8% | Reduced |
| Choice Wealth Advisors, LLC | 3,019 | $488.0K | 0.41% | +3,019 | New |
| Strategic Wealth Partners, Ltd. | 3,024 | $488.4K | 0.10% | −5,781−65.7% | Reduced |
| Weaver Consulting Group | 3,030 | $489.0K | 0.28% | −10.0% | Reduced |
| Davis R M Inc | 3,028 | $489.0K | 0.01% | +820+37.1% | Added |
| Reitz Capital Advisors LLC | 3,051 | $493.0K | 0.45% | +255+9.1% | Added |
| Summit Trail Advisors, LLC | 3,055 | $494.0K | 0.03% | +693+29.3% | Added |
| E&G Advisors, LP | 3,062 | $495.0K | 0.18% | −100−3.2% | Reduced |
| Hudson Capital Management LLC | 3,064 | $495.0K | 0.25% | 00.0% | Unchanged |
| Red Wave Investments LLC | 3,065 | $495.0K | 0.21% | +40+1.3% | Added |
| Boothbay Fund Management, LLC | 3,084 | $498.0K | 0.02% | +3,084 | New |
| GraniteShares Advisors LLC | 3,094 | $499.0K | 0.40% | −378−10.9% | Reduced |
| Beaumont Financial Partners, LLC | 3,099 | $501.0K | 0.05% | −4−0.1% | Reduced |
| Kore Private Wealth LLC | 3,101 | $501.0K | 0.09% | +4+0.1% | Added |
| Vigilant Capital Management, LLC | 3,107 | $502.0K | 0.05% | −62−2.0% | Reduced |
| Center for Financial Planning, Inc. | 3,108 | $502.0K | 0.13% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 3,040 | $503.0K | 0.16% | −15−0.5% | Reduced |
| Highland Private Wealth Management | 3,119 | $504.0K | 0.08% | −373−10.7% | Reduced |
| Octavia Wealth Advisors, LLC | 3,118 | $504.0K | 0.14% | +21+0.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,140 | $508.0K | 0.16% | +50+1.6% | Added |
| Newman Dignan & Sheerar, Inc. | 3,146 | $508.0K | 0.19% | +73+2.4% | Added |
| Fukoku Mutual Life Insurance Co | 3,160 | $510.0K | 0.05% | −100−3.1% | Reduced |
| Kolinsky Wealth Management, LLC | 3,180 | $514.0K | 0.64% | +286+9.9% | Added |
| Stevens Capital Management LP | 3,193 | $516.0K | 0.33% | +3,193 | New |
| Continuum Advisory, LLC | 3,204 | $518.0K | 0.09% | +417+15.0% | Added |
| Formidable Asset Management, LLC | 3,112 | $520.0K | 0.12% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 3,226 | $521.0K | 0.18% | −5,695−63.8% | Reduced |
| Nicolet Bankshares Inc | 3,227 | $521.0K | 0.15% | −60−1.8% | Reduced |
| MA Private Wealth | 3,110 | $521.0K | 0.13% | 00.0% | Unchanged |
| Montis Financial, LLC | 3,234 | $522.0K | 0.50% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 3,230 | $522.0K | 0.08% | +120+3.9% | Added |
| ETF Managers Group, LLC | 3,230 | $522.0K | 0.02% | +158+5.1% | Added |
| Spire Wealth Management | 3,242 | $524.0K | 0.03% | −8,249−71.8% | Reduced |
| Gilman Hill Asset Management, LLC | 3,245 | $524.0K | 0.12% | −420−11.5% | Reduced |
| Wedmont Private Capital | 3,242 | $524.0K | 0.11% | −211−6.1% | Reduced |
| Graypoint LLC | 3,246 | $524.0K | 0.07% | +732+29.1% | Added |
| Pittenger & Anderson Inc | 3,252 | $525.0K | 0.03% | +792+32.2% | Added |
| Mascoma Wealth Management LLC | 3,260 | $527.0K | 0.18% | +10.0% | Added |
| Successful Portfolios LLC | 3,276 | $529.0K | 0.38% | −55−1.7% | Reduced |
| Patten & Patten Inc | 3,307 | $534.0K | 0.05% | −700−17.5% | Reduced |
| SFMG, LLC | 3,351 | $534.0K | 0.06% | −13−0.4% | Reduced |
| Landmark Financial Advisors, LLC | 3,312 | $535.0K | 0.28% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 3,326 | $537.0K | 0.43% | +44+1.3% | Added |
| Cornerstone Capital, Inc. | 3,332 | $538.0K | 0.08% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,338 | $539.0K | 0.12% | +10.0% | Added |
| Ausdal Financial Partners, Inc. | 3,343 | $540.0K | 0.09% | −93−2.7% | Reduced |
| Parkside Financial Bank & Trust | 3,345 | $540.0K | 0.17% | +63+1.9% | Added |
| First Commonwealth Financial Corp | 3,354 | $542.0K | 0.23% | −670−16.7% | Reduced |
| Childress Capital Advisors, LLC | 3,329 | $544.0K | 0.21% | −331−9.0% | Reduced |
| ERTS Wealth Advisors, LLC | 3,392 | $548.0K | 0.15% | −32−0.9% | Reduced |
| Royal Capital Wealth Management, LLC | 3,396 | $549.0K | 0.64% | +101+3.1% | Added |
| Accuvest Global Advisors | 3,405 | $550.0K | 0.38% | +273+8.7% | Added |
| K.J. Harrison & Partners Inc | 3,418 | $552.0K | 0.20% | −1,597−31.8% | Reduced |
| KWB Wealth | 3,415 | $552.0K | 0.11% | +3,415 | New |
| First Nebraska Trust Co | 3,424 | $553.1K | 0.08% | +265+8.4% | Added |
| Roble, Belko & Company, Inc | 3,431 | $554.0K | 0.13% | −13−0.4% | Reduced |
| Montecito Bank & Trust | 3,428 | $554.0K | 0.14% | +50+1.5% | Added |
| Morris Retirement Advisors, LLC | 3,475 | $555.0K | 0.47% | +10.0% | Added |
| Country Trust Bank | 3,440 | $556.0K | 0.02% | −316−8.4% | Reduced |
| Tower Wealth Partners, Inc. | 3,316 | $556.0K | 0.53% | +369+12.5% | Added |
| Advisors Capital Management, LLC | 3,154 | $561.0K | 0.01% | −15−0.5% | Reduced |
| Archer Investment Corp | 3,482 | $562.5K | 0.24% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,486 | $563.0K | 0.14% | +26+0.8% | Added |
| Hengehold Capital Management LLC | 3,505 | $566.0K | 0.09% | +10.0% | Added |
| Legacy Wealth Asset Management, LLC | 3,510 | $567.0K | 0.25% | −2,185−38.4% | Reduced |
| AlphaMark Advisors, LLC | 3,517 | $568.0K | 0.28% | −10.0% | Reduced |
| Thomasville National Bank | 3,523 | $569.0K | 0.07% | −53−1.5% | Reduced |
| Ancora Advisors, LLC | 3,554 | $574.0K | 0.02% | −70−1.9% | Reduced |
| Versant Capital Management, Inc | 3,555 | $574.0K | 0.22% | −15−0.4% | Reduced |
| Defined Wealth Management, LLC | 3,556 | $574.0K | 0.63% | 00.0% | Unchanged |
| IFG Advisors, LLC | 3,555 | $574.0K | 0.29% | +48+1.4% | Added |
| Family Legacy, Inc. | 3,554 | $574.0K | 0.29% | +70+2.0% | Added |
| Northstar Advisory Group, LLC | 3,566 | $576.0K | 0.52% | +143+4.2% | Added |
| Summit Asset Management, LLC | 3,579 | $578.0K | 0.19% | +60+1.7% | Added |
| Douglas Lane & Associates, LLC | 3,577 | $578.0K | 0.01% | +141+4.1% | Added |
| Summit X, LLC | 3,595 | $580.0K | 0.17% | +200+5.9% | Added |
| Corrado Advisors, LLC | 3,597 | $581.0K | 0.47% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,617 | $584.0K | 0.08% | +63+1.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,612 | $584.0K | 0.51% | +19+0.5% | Added |
| Tocqueville Asset Management L.P. | 3,615 | $584.0K | 0.01% | +200+5.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 3,623 | $585.0K | 0.05% | −943−20.7% | Reduced |