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 |
|---|---|---|---|---|---|
| SWS Partners | 12,639 | $2.04M | 0.95% | +384+3.1% | Added |
| Transcend Wealth Collective, LLC | 12,614 | $2.04M | 0.23% | +932+8.0% | Added |
| Integrated Advisors Network LLC | 12,549 | $2.03M | 0.14% | −2,302−15.5% | Reduced |
| Benedetti & Gucer, Inc. | 12,530 | $2.02M | 1.59% | 00.0% | Unchanged |
| Howland Capital Management LLC | 12,517 | $2.02M | 0.13% | +792+6.8% | Added |
| Kiley Juergens Wealth Management, LLC | 12,481 | $2.02M | 0.95% | −107−0.9% | Reduced |
| Mill Capital Management, LLC | 12,451 | $2.01M | 0.23% | −300−2.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,147 | $2.01M | 0.95% | −119−1.0% | Reduced |
| Gamble Jones Investment Counsel | 12,427 | $2.01M | 0.16% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 12,370 | $2.00M | 1.41% | +25+0.2% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 12,310 | $1.99M | 0.01% | −3,804−23.6% | Reduced |
| Banque Pictet & Cie SA | 12,268 | $1.98M | 0.02% | +7,593+162.4% | Added |
| Marks Group Wealth Management, Inc | 12,251 | $1.98M | 0.30% | +1,643+15.5% | Added |
| Independence Bank of Kentucky | 12,184 | $1.97M | 0.97% | +740+6.5% | Added |
| Rossmore Private Capital | 12,109 | $1.96M | 0.35% | +525+4.5% | Added |
| Court Place Advisors, LLC | 12,081 | $1.95M | 0.79% | −155−1.3% | Reduced |
| Northeast Financial Consultants Inc | 12,044 | $1.95M | 0.14% | +65+0.5% | Added |
| Granite Investment Partners, LLC | 12,043 | $1.95M | 0.08% | −50−0.4% | Reduced |
| Decatur Capital Management, Inc. | 12,033 | $1.94M | 1.47% | −10.0% | Reduced |
| Am Investment Strategies LLC | 12,018 | $1.94M | 0.71% | +210+1.8% | Added |
| Pensionfund Sabic | 12,000 | $1.94M | 0.68% | 00.0% | Unchanged |
| L.M. Kohn & Company | 11,985 | $1.94M | 0.95% | −681−5.4% | Reduced |
| Park Avenue Securities LLC | 11,964 | $1.93M | 0.04% | −589−4.7% | Reduced |
| JLB & Associates Inc | 11,857 | $1.92M | 0.34% | +445+3.9% | Added |
| Optimum Investment Advisors | 11,836 | $1.91M | 1.03% | +169+1.4% | Added |
| Cypress Capital, LLC | 11,816 | $1.91M | 0.67% | +192+1.7% | Added |
| Gifford Fong Associates | 11,800 | $1.91M | 0.47% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 11,782 | $1.90M | 0.19% | +309+2.7% | Added |
| Copperwynd Financial, LLC | 11,763 | $1.90M | 1.09% | +224+1.9% | Added |
| Loudon Investment Management, LLC | 11,729 | $1.90M | 1.51% | +100+0.9% | Added |
| Arete Wealth Advisors, LLC | 11,704 | $1.89M | 0.19% | −25,271−68.3% | Reduced |
| Investmark Advisory Group LLC | 11,632 | $1.88M | 1.69% | +780+7.2% | Added |
| Excalibur Management Corp | 11,617 | $1.88M | 1.05% | +22+0.2% | Added |
| Baker Tilly Wealth Management, LLC | 11,578 | $1.87M | 0.26% | −163−1.4% | Reduced |
| Old National Bancorp | 11,547 | $1.87M | 0.06% | −3,362−22.6% | Reduced |
| Orion Portfolio Solutions, LLC | 11,537 | $1.86M | 0.07% | +4,322+59.9% | Added |
| 44 Wealth Management LLC | 11,516 | $1.86M | 0.77% | +1,684+17.1% | Added |
| Bradley Foster & Sargent Inc | 11,445 | $1.85M | 0.05% | +985+9.4% | Added |
| StoneX Group Inc. | 11,437 | $1.85M | 0.25% | +1,436+14.4% | Added |
| Hedges Asset Management LLC | 11,428 | $1.85M | 1.84% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,395 | $1.84M | 0.14% | +316+2.9% | Added |
| Pitcairn Co | 11,332 | $1.83M | 0.20% | +1,573+16.1% | Added |
| Quilter Plc | 11,330 | $1.83M | 0.07% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 11,255 | $1.82M | 0.15% | +1,340+13.5% | Added |
| Gabelli Funds LLC | 11,225 | $1.81M | 0.01% | −25−0.2% | Reduced |
| CIBC World Markets Corp | 11,105 | $1.79M | 0.02% | −52,266−82.5% | Reduced |
| Proquility Private Wealth Partners, LLC | 11,098 | $1.79M | 0.82% | +346+3.2% | Added |
| R.H. Dinel Investment Counsel, Inc. | 11,000 | $1.78M | 1.77% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 10,960 | $1.77M | 0.17% | −200−1.8% | Reduced |
| Hodges Capital Management Inc. | 10,894 | $1.76M | 0.29% | +2,978+37.6% | Added |
| Metis Global Partners, LLC | 10,842 | $1.75M | 0.28% | −76−0.7% | Reduced |
| BKD Wealth Advisors, LLC | 10,834 | $1.75M | 0.07% | +139+1.3% | Added |
| CPWM, LLC | 10,826 | $1.75M | 0.16% | −4,144−27.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,823 | $1.75M | 0.10% | +5,682+110.5% | Added |
| Pathway Financial Advisors LLC | 10,806 | $1.75M | 0.60% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 10,781 | $1.74M | 1.29% | +64+0.6% | Added |
| Tokio Marine Asset Management Co Ltd | 10,779 | $1.74M | 0.15% | +1,295+13.7% | Added |
| Cornerstone Investment Partners, LLC | 10,770 | $1.74M | 0.12% | 00.0% | Unchanged |
| Private Trust Co NA | 10,760 | $1.74M | 0.28% | +173+1.6% | Added |
| Deane Retirement Strategies, Inc. | 10,748 | $1.74M | 1.07% | +306+2.9% | Added |
| Van Eck Associates Corp | 10,743 | $1.74M | 0.01% | +581+5.7% | Added |
| ICA Group Wealth Management, LLC | 10,587 | $1.71M | 0.36% | +208+2.0% | Added |
| Twin Capital Management Inc | 10,587 | $1.71M | 0.23% | −119−1.1% | Reduced |
| Sandy Spring Bank | 10,535 | $1.70M | 0.11% | −45−0.4% | Reduced |
| Mutual Advisors, LLC | 10,511 | $1.70M | 0.09% | +1,230+13.3% | Added |
| Vident Investment Advisory, LLC | 13,297 | $1.69M | 0.05% | +7,193+117.8% | Added |
| Phoenix Wealth Advisors | 10,430 | $1.69M | 1.69% | −236−2.2% | Reduced |
| First Dallas Securities Inc. | 10,360 | $1.67M | 1.15% | +2,129+25.9% | Added |
| Gofen & Glossberg LLC | 10,342 | $1.67M | 0.05% | +91+0.9% | Added |
| Horan Securities, Inc. | 10,343 | $1.67M | 1.05% | +39+0.4% | Added |
| Cornerstone Wealth Management, LLC | 10,315 | $1.67M | 0.19% | −330−3.1% | Reduced |
| Caliber Wealth Management, LLC | 10,311 | $1.67M | 1.32% | +836+8.8% | Added |
| Norway Savings Bank | 10,293 | $1.66M | 0.91% | −475−4.4% | Reduced |
| United Community Bank | 10,243 | $1.65M | 1.73% | +90+0.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 10,176 | $1.64M | 0.20% | −5,300−34.2% | Reduced |
| ACG Wealth | 10,145 | $1.64M | 0.37% | −293−2.8% | Reduced |
| Sawtooth Solutions, LLC | 10,087 | $1.63M | 0.24% | +1,086+12.1% | Added |
| NorthRock Partners, LLC | 10,077 | $1.63M | 0.19% | +1,023+11.3% | Added |
| Advance Capital Management, Inc. | 10,040 | $1.62M | 0.20% | −77−0.8% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.61M | 0.21% | 00.0% | Unchanged |
| Shellback Capital, LP | 10,000 | $1.61M | 0.23% | 00.0% | Unchanged |
| Silverhawk Asset Management, LLC | 10,000 | $1.61M | 1.62% | +10,000 | New |
| Global Retirement Partners, LLC | 9,617 | $1.61M | 0.12% | +331+3.6% | Added |
| Hudson Canyon Capital Management | 9,950 | $1.61M | 1.60% | +400+4.2% | Added |
| Voya Financial Advisors, Inc. | 9,702 | $1.60M | 0.21% | −137−1.4% | Reduced |
| Baader Bank INC | 9,874 | $1.60M | 0.14% | +2,704+37.7% | Added |
| First Horizon Advisors, Inc. | 9,883 | $1.59M | 0.06% | −278−2.7% | Reduced |
| Fayez Sarofim & Co | 9,852 | $1.59M | 0.01% | −569−5.5% | Reduced |
| Cresset Asset Management, LLC | 9,800 | $1.58M | 0.02% | −3,371−25.6% | Reduced |
| Aberdeen Wealth Management LLC | 9,789 | $1.58M | 1.39% | +20.0% | Added |
| Weaver C. Barksdale & Associates, Inc. | 9,783 | $1.58M | 1.58% | −355−3.5% | Reduced |
| CAPROCK Group, Inc. | 9,782 | $1.58M | 0.15% | +225+2.4% | Added |
| Convergence Investment Partners, LLC | 9,760 | $1.58M | 1.03% | +54+0.6% | Added |
| Modus Advisors, LLC | 9,740 | $1.57M | 0.83% | +36+0.4% | Added |
| Moneywise, Inc. | 9,713 | $1.57M | 1.28% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 9,705 | $1.57M | 0.12% | +9,705 | New |
| ForthRight Wealth Management, LLC | 9,654 | $1.56M | 0.92% | 00.0% | Unchanged |
| AXS Investments LLC | 9,639 | $1.56M | 0.61% | −492−4.9% | Reduced |
| Providence Capital Advisors, LLC | 9,616 | $1.55M | 0.47% | +9,440+5,363.6% | Added |
| Wealth Alliance | 9,607 | $1.55M | 0.31% | +258+2.8% | Added |