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 |
|---|---|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 4,597 | $743.0K | 0.52% | −202−4.2% | Reduced |
| swisspartners Ltd. | 4,600 | $743.0K | 0.77% | 00.0% | Unchanged |
| Jefferies Group LLC | 4,600 | $743.1K | 0.02% | −25,919−84.9% | Reduced |
| Lyell Wealth Management, LP | 4,610 | $745.0K | 0.13% | −79−1.7% | Reduced |
| JFS Wealth Advisors, LLC | 4,609 | $745.0K | 0.08% | +37+0.8% | Added |
| Principle Wealth Partners LLC | 4,617 | $746.0K | 0.10% | 00.0% | Unchanged |
| Lantz Financial LLC | 4,633 | $748.0K | 0.39% | +5+0.1% | Added |
| MTM Investment Management, LLC | 4,638 | $749.0K | 0.43% | −51−1.1% | Reduced |
| Elk River Wealth Management, LLC | 4,664 | $753.0K | 0.20% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 4,597 | $757.0K | 0.19% | −157−3.3% | Reduced |
| Kovack Advisors, Inc. | 4,696 | $759.0K | 0.11% | −170−3.5% | Reduced |
| Savant Capital, LLC | 4,701 | $759.0K | 0.02% | −138−2.9% | Reduced |
| Valmark Advisers, Inc. | 4,705 | $760.0K | 0.02% | +92+2.0% | Added |
| Annex Advisory Services, LLC | 4,751 | $767.0K | 0.05% | −2,854−37.5% | Reduced |
| Eqis Capital Management, Inc. | 4,778 | $771.8K | 0.09% | −613−11.4% | Reduced |
| Ropes Wealth Advisors LLC | 4,782 | $772.0K | 0.16% | −100−2.0% | Reduced |
| Dividend Assets Capital, LLC | 4,792 | $774.0K | 0.18% | +82+1.7% | Added |
| Keudell/Morrison Wealth Management | 4,789 | $774.0K | 0.29% | +356+8.0% | Added |
| Walter & Keenan Financial Consulting Co | 4,815 | $778.0K | 0.33% | +24+0.5% | Added |
| Rothschild Investment Corp | 4,827 | $780.0K | 0.08% | 00.0% | Unchanged |
| NVWM, LLC | 4,839 | $781.0K | 0.31% | +6+0.1% | Added |
| Pettee Investors, Inc. | 4,840 | $782.0K | 0.42% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 4,853 | $784.0K | 0.37% | +292+6.4% | Added |
| Asset Allocation & Management Company, LLC | 4,880 | $788.0K | 0.34% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,878 | $788.0K | 0.28% | +35+0.7% | Added |
| Meitav Dash Investments Ltd | 4,750 | $790.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4,905 | $792.3K | 0.06% | +10.0% | Added |
| City State Bank | 4,910 | $793.0K | 0.55% | −9−0.2% | Reduced |
| Legacy Financial Advisors, Inc. | 4,917 | $794.0K | 0.19% | +339+7.4% | Added |
| Southeast Asset Advisors Inc. | 4,945 | $799.0K | 0.14% | 00.0% | Unchanged |
| Advisors Management Group Inc | 4,943 | $799.0K | 0.32% | +10.0% | Added |
| Peoples Financial Services Corp. | 4,974 | $803.0K | 0.41% | +134+2.8% | Added |
| Lakeview Capital Partners, LLC | 4,990 | $806.0K | 0.32% | +859+20.8% | Added |
| Chimera Capital Management LLC | 4,987 | $806.0K | 0.22% | +4,987 | New |
| Buttonwood Financial Advisors Inc. | 4,930 | $807.0K | 0.73% | −35−0.7% | Reduced |
| Reuter James Wealth Management, LLC | 4,997 | $807.0K | 0.55% | +601+13.7% | Added |
| Community Trust & Investment Co | 5,000 | $808.0K | 0.08% | −100−2.0% | Reduced |
| CPR Investments Inc. | 5,000 | $808.0K | 1.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,006 | $809.0K | 0.20% | +5,006 | New |
| Smith, Moore & Co. | 5,022 | $811.0K | 0.12% | −113−2.2% | Reduced |
| Triangle Securities Wealth Management | 5,027 | $812.0K | 0.33% | −140−2.7% | Reduced |
| Main Street Financial Solutions, LLC | 5,034 | $813.0K | 0.13% | −2,940−36.9% | Reduced |
| Fernwood Investment Management, LLC | 5,063 | $818.0K | 0.34% | −600−10.6% | Reduced |
| Ingalls & Snyder LLC | 5,063 | $818.0K | 0.05% | +54+1.1% | Added |
| CRA Financial Services, LLC | 5,071 | $819.0K | 0.29% | −240−4.5% | Reduced |
| DeDora Capital, Inc. | 5,069 | $819.0K | 0.43% | −111−2.1% | Reduced |
| Johnson Financial Group, Inc. | 4,891 | $821.0K | 0.08% | −1,378−22.0% | Reduced |
| Geneos Wealth Management Inc. | 5,094 | $822.0K | 0.06% | −7,643−60.0% | Reduced |
| Evermay Wealth Management LLC | 5,091 | $822.0K | 0.16% | −155−3.0% | Reduced |
| MKT Advisors LLC | 5,098 | $824.0K | 0.72% | +14+0.3% | Added |
| Ar Asset Management Inc | 5,100 | $824.0K | 0.25% | 00.0% | Unchanged |
| apricus wealth, LLC | 5,128 | $828.0K | 0.82% | −40−0.8% | Reduced |
| Eads & Heald Wealth Management | 5,125 | $828.0K | 0.47% | +185+3.7% | Added |
| LifeGuide Financial Advisors, LLC | 5,144 | $831.0K | 0.81% | 00.0% | Unchanged |
| Capital Square, LLC | 5,149 | $831.0K | 0.76% | +539+11.7% | Added |
| LVW Advisors, LLC | 5,159 | $833.0K | 0.19% | −261−4.8% | Reduced |
| Wealth Management Partners, LLC | 5,000 | $833.0K | 0.73% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 5,169 | $835.0K | 0.91% | −9−0.2% | Reduced |
| Range Financial Group LLC | 5,177 | $836.0K | 0.65% | +47+0.9% | Added |
| Shelton Capital Management | 5,192 | $839.0K | 0.04% | 00.0% | Unchanged |
| Solitude Financial Services | 5,200 | $840.0K | 0.61% | 00.0% | Unchanged |
| VeraBank, N.A. | 5,213 | $842.0K | 0.53% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 5,221 | $843.0K | 0.45% | −173−3.2% | Reduced |
| Boyd Watterson Asset Management LLC | 5,226 | $844.0K | 0.38% | 00.0% | Unchanged |
| De Burlo Group Inc | 5,229 | $844.7K | 0.20% | +5,229 | New |
| Axiom Financial Strategies, LLC | 5,233 | $845.0K | 0.45% | −12−0.2% | Reduced |
| Palumbo Wealth Management LLC | 5,229 | $845.0K | 0.72% | +407+8.4% | Added |
| Allred Capital Management, LLC | 5,280 | $852.0K | 0.53% | −46−0.9% | Reduced |
| Harbour Investments, Inc. | 4,665 | $852.0K | 0.06% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 5,289 | $854.0K | 0.32% | 00.0% | Unchanged |
| Boston Family Office LLC | 5,308 | $858.0K | 0.08% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 5,331 | $861.0K | 0.97% | +4+0.1% | Added |
| Probity Advisors, Inc. | 5,358 | $866.0K | 0.21% | −394−6.8% | Reduced |
| ZWJ Investment Counsel Inc | 5,358 | $866.0K | 0.05% | +106+2.0% | Added |
| Wolff Financial Management LLC | 5,380 | $869.0K | 0.40% | +3+0.1% | Added |
| Essex Savings Bank | 5,398 | $872.0K | 0.35% | +159+3.0% | Added |
| FRG Family Wealth Advisors LLC | 5,430 | $877.0K | 0.22% | −50−0.9% | Reduced |
| Meridian Wealth Management, LLC | 5,453 | $881.0K | 0.09% | −199−3.5% | Reduced |
| Chicago Capital, LLC | 5,454 | $881.0K | 0.05% | +4+0.1% | Added |
| Stoneridge Investment Partners LLC | 5,460 | $882.0K | 0.52% | −125−2.2% | Reduced |
| First National Bank of South Miami | 5,472 | $884.0K | 0.68% | +372+7.3% | Added |
| HBK Investments L P | 5,480 | $885.0K | 0.02% | +5,480 | New |
| Capital Insight Partners, LLC | 5,544 | $896.0K | 0.24% | −3,245−36.9% | Reduced |
| Redmond Asset Management, LLC | 5,562 | $898.0K | 0.33% | −22−0.4% | Reduced |
| Confluence Wealth Services, Inc. | 5,567 | $899.0K | 0.38% | −1,419−20.3% | Reduced |
| Human Investing LLC | 5,564 | $899.0K | 0.23% | −29−0.5% | Reduced |
| Focus Financial Network, Inc. | 5,573 | $900.2K | 0.08% | −1,192−17.6% | Reduced |
| Joel Isaacson & Co., LLC | 5,575 | $901.0K | 0.08% | +3,454+162.8% | Added |
| Archford Capital Strategies, LLC | 5,589 | $903.0K | 0.23% | +3+0.1% | Added |
| LCNB Corp | 5,605 | $905.0K | 0.49% | +135+2.5% | Added |
| Colonial Trust Co | 5,603 | $905.0K | 0.29% | +5,603 | New |
| Central Bank & Trust Co | 5,616 | $907.0K | 0.20% | −1,427−20.3% | Reduced |
| Marino, Stram & Associates LLC | 5,615 | $907.0K | 0.33% | +303+5.7% | Added |
| Blackston Financial Advisory Group, LLC | 5,452 | $915.0K | 0.64% | −31−0.6% | Reduced |
| Strategic Blueprint, LLC | 5,692 | $920.0K | 0.12% | +293+5.4% | Added |
| JT Stratford LLC | 5,721 | $924.0K | 0.33% | −644−10.1% | Reduced |
| GYL Financial Synergies, LLC | 5,733 | $926.0K | 0.25% | +14+0.2% | Added |
| Baldwin Brothers Inc | 5,739 | $927.0K | 0.13% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 5,743 | $927.0K | 0.42% | +5,743 | New |
| Cooper Financial Group | 5,766 | $931.0K | 0.34% | +341+6.3% | Added |