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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 3,623 | $585.0K | 0.36% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,624 | $585.0K | 0.34% | +2,250+163.8% | Added |
| Sweet Financial Partners, LLC | 3,623 | $585.0K | 0.19% | +3,623 | New |
| McAdam, LLC | 3,628 | $586.0K | 0.06% | +74+2.1% | Added |
| Virtus ETF Advisers LLC | 3,633 | $587.0K | 0.23% | −351−8.8% | Reduced |
| World Equity Group, Inc. | 3,640 | $588.0K | 0.15% | +98+2.8% | Added |
| Patten Group, Inc. | 3,701 | $589.0K | 0.20% | +10.0% | Added |
| Echo Street Capital Management LLC | 3,669 | $593.0K | 0.01% | +3,669 | New |
| Field & Main Bank | 3,675 | $594.0K | 0.40% | −3−0.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,686 | $595.0K | 0.05% | −105−2.8% | Reduced |
| Stamos Capital Partners, L.P. | 3,690 | $596.0K | 0.15% | +2,310+167.4% | Added |
| Blueprint Investment Partners LLC | 3,688 | $596.0K | 0.16% | +3,688 | New |
| Krane Funds Advisors LLC | 3,698 | $597.0K | 0.03% | +720+24.2% | Added |
| Thrive Wealth Management, LLC | 3,700 | $598.0K | 0.21% | +1,242+50.5% | Added |
| Baker Ellis Asset Management LLC | 3,710 | $599.0K | 0.13% | +271+7.9% | Added |
| Kanawha Capital Management LLC | 3,712 | $600.0K | 0.07% | −450−10.8% | Reduced |
| Grove Bank & Trust | 3,729 | $602.0K | 0.15% | +258+7.4% | Added |
| Claro Advisors LLC | 3,305 | $603.0K | 0.24% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,736 | $604.0K | 0.19% | −8−0.2% | Reduced |
| Tradewinds, LLC. | 3,743 | $605.0K | 0.44% | +55+1.5% | Added |
| Diamant Asset Management, Inc. | 3,750 | $606.0K | 0.59% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,749 | $606.0K | 0.42% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 3,751 | $606.0K | 0.28% | +3,751 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 3,755 | $607.0K | 0.03% | +447+13.5% | Added |
| Virtue Capital Management, LLC | 3,764 | $608.0K | 0.10% | −59−1.5% | Reduced |
| Kingfisher Capital LLC | 3,779 | $610.0K | 0.17% | +2+0.1% | Added |
| Liberty Capital Management, Inc. | 3,804 | $614.0K | 0.23% | −46−1.2% | Reduced |
| Terra Nova Asset Management LLC | 3,815 | $616.0K | 0.67% | −181−4.5% | Reduced |
| Proequities, Inc. | 3,834 | $619.0K | 0.06% | −1,486−27.9% | Reduced |
| Cribstone Capital Management, LLC | 3,843 | $621.0K | 0.38% | +311+8.8% | Added |
| Richwood Investment Advisors, LLC | 3,844 | $621.0K | 0.68% | +586+18.0% | Added |
| Busey Wealth Management | 3,863 | $624.0K | 0.03% | −118−3.0% | Reduced |
| Cinctive Capital Management LP | 3,865 | $624.0K | 0.03% | +3,865 | New |
| Ferguson Wellman Capital Management, Inc | 3,884 | $627.0K | 0.02% | −114−2.9% | Reduced |
| First Bank & Trust | 3,892 | $629.0K | 0.23% | +1,766+83.1% | Added |
| Burney Co | 3,900 | $630.0K | 0.03% | +665+20.6% | Added |
| First International Bank & Trust | 3,908 | $631.0K | 0.24% | +629+19.2% | Added |
| Quinn Opportunity Partners LLC | 3,920 | $633.2K | 0.07% | −6,580−62.7% | Reduced |
| LFS Asset Management | 3,927 | $634.0K | 0.64% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,923 | $634.0K | 0.18% | +549+16.3% | Added |
| Longfellow Investment Management Co LLC | 3,944 | $637.0K | 0.13% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 3,951 | $638.0K | 0.50% | −5,098−56.3% | Reduced |
| Amica Retiree Medical Trust | 3,964 | $640.0K | 0.80% | −977−19.8% | Reduced |
| Moneta Group Investment Advisors LLC | 3,980 | $643.0K | 0.02% | −967−19.5% | Reduced |
| Jeppson Wealth Management, LLC | 4,003 | $647.0K | 0.29% | +103+2.6% | Added |
| Wilkinson Global Asset Management LLC | 4,027 | $651.0K | 0.06% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 4,055 | $655.0K | 0.19% | +2,070+104.3% | Added |
| Valley National Advisers Inc | 3,928 | $656.0K | 0.14% | +70+1.8% | Added |
| Salvus Wealth Management, LLC | 4,070 | $657.0K | 0.63% | +157+4.0% | Added |
| Forum Financial Management, LP | 4,071 | $658.0K | 0.03% | +181+4.7% | Added |
| Greenwich Wealth Management LLC | 4,074 | $658.0K | 0.07% | +403+11.0% | Added |
| PYA Waltman Capital, LLC | 4,073 | $658.0K | 0.39% | +1,609+65.3% | Added |
| Washington Trust Bank | 4,088 | $660.0K | 0.08% | +170+4.3% | Added |
| Monetary Management Group Inc | 4,091 | $661.0K | 0.22% | −25−0.6% | Reduced |
| Barr E S & Co | 4,089 | $661.0K | 0.06% | −15−0.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,099 | $662.0K | 0.24% | +98+2.4% | Added |
| Grandview Asset Management LLC | 4,113 | $664.0K | 0.42% | −144−3.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,128 | $667.0K | 0.13% | −150−3.5% | Reduced |
| Western Financial Corporation | 4,132 | $668.0K | 0.47% | −524−11.3% | Reduced |
| S.A. Mason LLC | 4,136 | $668.0K | 0.53% | 00.0% | Unchanged |
| Brightworth | 4,139 | $669.0K | 0.07% | +25+0.6% | Added |
| Acropolis Investment Management, LLC | 4,144 | $669.0K | 0.07% | +309+8.1% | Added |
| S&CO Inc | 4,150 | $670.0K | 0.06% | −20−0.5% | Reduced |
| Maryland Capital Management | 4,163 | $672.0K | 0.06% | +191+4.8% | Added |
| Glen Eagle Advisors, LLC | 4,175 | $674.4K | 0.20% | −440−9.5% | Reduced |
| Liberty Wealth Management LLC | 4,183 | $675.0K | 0.18% | +182+4.5% | Added |
| Cavalier Investments, LLC | 4,184 | $676.0K | 0.24% | −1,507−26.5% | Reduced |
| First Affirmative Financial Network | 4,190 | $677.0K | 0.86% | −351−7.7% | Reduced |
| Covenant Partners, LLC | 4,188 | $677.0K | 0.33% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 4,200 | $678.0K | 0.55% | −120−2.8% | Reduced |
| Trinity Financial Advisors LLC | 4,209 | $680.0K | 0.49% | +4,209 | New |
| Clear Street Markets LLC | 4,224 | $682.0K | 0.13% | −1,611−27.6% | Reduced |
| Profit Investment Management, LLC | 4,237 | $684.0K | 0.52% | −166−3.8% | Reduced |
| Signet Financial Management, LLC | 4,233 | $684.0K | 0.13% | −58−1.4% | Reduced |
| Cohen Capital Management, Inc. | 4,250 | $687.0K | 0.15% | 00.0% | Unchanged |
| GAM Holding AG | 4,252 | $687.0K | 0.05% | +7+0.2% | Added |
| Nations Financial Group Inc, | 4,258 | $688.0K | 0.10% | −650−13.2% | Reduced |
| Wealthspire Advisors, LLC | 4,287 | $693.0K | 0.01% | +135+3.3% | Added |
| Altus Wealth Group LLC | 3,811 | $694.0K | 0.69% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 4,322 | $698.0K | 0.85% | +85+2.0% | Added |
| HM Payson & Co | 4,319 | $698.0K | 0.02% | +470+12.2% | Added |
| Meridian Wealth Advisors, LLC | 4,373 | $706.0K | 0.20% | +10+0.2% | Added |
| Chicago Partners Investment Group LLC | 4,173 | $706.0K | 0.05% | +479+13.0% | Added |
| Credit Agricole S A | 4,370 | $707.0K | 0.02% | +3,770+628.3% | Added |
| SBB Research Group LLC | 4,430 | $716.0K | 1.01% | +34+0.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,347 | $716.0K | 0.47% | +415+10.6% | Added |
| Zeke Capital Advisors, LLC | 4,446 | $719.0K | 0.05% | −30−0.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,452 | $719.0K | 0.24% | +2,999+206.4% | Added |
| Capital International Inc | 4,455 | $720.0K | 0.02% | −12,100−73.1% | Reduced |
| Oakworth Capital, Inc. | 4,463 | $721.0K | 0.08% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 4,462 | $721.0K | 0.37% | +290+7.0% | Added |
| West Paces Advisors Inc. | 4,486 | $724.7K | 0.26% | +335+8.1% | Added |
| Maven Securities LTD | 4,507 | $728.0K | 0.03% | +4,507 | New |
| Harrison & Co Wealth Management, LLC | 4,514 | $729.0K | 0.77% | −282−5.9% | Reduced |
| F3Logic, LLC | 4,607 | $731.0K | 0.15% | +125+2.8% | Added |
| Stableford Capital II LLC | 4,420 | $732.0K | 0.35% | +245+5.9% | Added |
| WestHill Financial Advisors, Inc. | 4,541 | $734.0K | 0.25% | +10.0% | Added |
| Mendel Money Management | 4,564 | $737.0K | 0.46% | +101+2.3% | Added |
| Avantax Planning Partners, Inc. | 4,571 | $738.0K | 0.03% | −3,290−41.9% | Reduced |
| DAGCO, Inc. | 4,567 | $738.0K | 0.46% | −251−5.2% | Reduced |