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 |
|---|---|---|---|---|---|
| Central Trust Co | 9,605 | $1.55M | 0.05% | +537+5.9% | Added |
| Change Path, LLC | 9,490 | $1.53M | 0.09% | +1,589+20.1% | Added |
| Ascension Asset Management LLC | 9,483 | $1.53M | 1.20% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 9,424 | $1.52M | 0.65% | 00.0% | Unchanged |
| Fiduciary Trust Co | 9,416 | $1.52M | 0.03% | −410−4.2% | Reduced |
| Caldwell Trust Co | 9,340 | $1.51M | 0.22% | +487+5.5% | Added |
| Summit Financial, LLC | 9,338 | $1.51M | 0.14% | +1,890+25.4% | Added |
| Gratus Capital LLC | 9,325 | $1.51M | 0.16% | −134−1.4% | Reduced |
| Momentum Advisors, LLC | 9,299 | $1.50M | 1.66% | −5−0.1% | Reduced |
| IFG Advisory, LLC | 9,301 | $1.50M | 0.14% | +3,515+60.8% | Added |
| Ameritas Investment Partners, Inc. | 9,279 | $1.50M | 0.07% | −90−1.0% | Reduced |
| Belpointe Asset Management LLC | 9,250 | $1.49M | 0.10% | −1,657−15.2% | Reduced |
| Winton Group Ltd | 9,230 | $1.49M | 0.10% | −14,207−60.6% | Reduced |
| Patriot Investment Management Inc. | 9,225 | $1.49M | 0.15% | −1,193−11.5% | Reduced |
| Werlinich Asset Management, LLC | 9,220 | $1.49M | 1.52% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 9,213 | $1.49M | 0.53% | −93−1.0% | Reduced |
| Foresight Capital Management Advisors, Inc. | 9,188 | $1.48M | 2.56% | +196+2.2% | Added |
| Stonnington Group, LLC | 8,943 | $1.48M | 0.42% | −6,805−43.2% | Reduced |
| Clearstead Advisors, LLC | 9,164 | $1.48M | 0.14% | +95+1.0% | Added |
| Desjardins Global Asset Management Inc. | 9,125 | $1.47M | 0.19% | +2,226+32.3% | Added |
| Caxton Associates LP | 9,102 | $1.47M | 0.25% | +9,102 | New |
| SOA Wealth Advisors, LLC. | 9,089 | $1.47M | 0.44% | −24−0.3% | Reduced |
| Hilltop Holdings Inc. | 9,065 | $1.47M | 0.20% | +1,361+17.7% | Added |
| Cigna Investments Inc | 9,050 | $1.46M | 0.33% | −432−4.6% | Reduced |
| Moloney Securities Asset Management, LLC | 9,035 | $1.46M | 0.35% | +149+1.7% | Added |
| Pacific Global Investment Management CO | 8,979 | $1.45M | 0.35% | +30.0% | Added |
| Fundamentun, LLC | 8,984 | $1.45M | 0.29% | +675+8.1% | Added |
| Burleson & Company, LLC | 8,923 | $1.44M | 0.31% | +1,114+14.3% | Added |
| Hutner Capital Management Inc | 8,906 | $1.44M | 1.01% | −1,540−14.7% | Reduced |
| Financial Consulate, Inc | 8,899 | $1.44M | 0.61% | −68−0.8% | Reduced |
| Quantinno Capital Management LP | 8,886 | $1.44M | 0.18% | +1,516+20.6% | Added |
| Dakota Wealth Management | 8,886 | $1.44M | 0.12% | +5,300+147.8% | Added |
| Two Sigma Securities, LLC | 8,867 | $1.43M | 0.20% | +8,867 | New |
| Coastline Trust Co | 8,855 | $1.43M | 0.23% | −810−8.4% | Reduced |
| Ritholtz Wealth Management | 8,853 | $1.43M | 0.08% | +4,249+92.3% | Added |
| Checchi Capital Advisers, LLC | 8,842 | $1.43M | 0.16% | +420+5.0% | Added |
| Slow Capital, Inc. | 8,785 | $1.42M | 0.31% | −187−2.1% | Reduced |
| Balasa Dinverno & Foltz LLC | 8,779 | $1.42M | 0.09% | +1,222+16.2% | Added |
| Qtron Investments LLC | 8,761 | $1.42M | 0.35% | +2,396+37.6% | Added |
| Core Alternative Capital | 8,730 | $1.41M | 0.22% | +528+6.4% | Added |
| Trustcore Financial Services, LLC | 8,720 | $1.41M | 0.13% | +10+0.1% | Added |
| EverSource Wealth Advisors, LLC | 8,717 | $1.41M | 0.32% | +4,218+93.8% | Added |
| Csenge Advisory Group | 8,710 | $1.41M | 0.12% | +902+11.6% | Added |
| Harrington Investments, INC | 8,697 | $1.41M | 1.09% | −603−6.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,674 | $1.40M | 0.34% | +1,007+13.1% | Added |
| Hohimer Wealth Management, LLC | 8,644 | $1.40M | 0.45% | +10.0% | Added |
| Keystone Financial Group | 8,642 | $1.40M | 0.28% | +128+1.5% | Added |
| Little House Capital LLC | 8,635 | $1.40M | 0.74% | +679+8.5% | Added |
| IHT Wealth Management, LLC | 8,616 | $1.39M | 0.11% | +4,590+114.0% | Added |
| Northwest & Ethical Investments L.P. | 8,585 | $1.39M | 0.06% | −103−1.2% | Reduced |
| Schechter Investment Advisors, LLC | 8,575 | $1.39M | 0.14% | −207−2.4% | Reduced |
| IMS Capital Management | 8,557 | $1.38M | 0.95% | +88+1.0% | Added |
| Siena Capital LLC | 8,532 | $1.38M | 0.90% | +162+1.9% | Added |
| Easterly Investment Partners LLC | 8,370 | $1.35M | 0.13% | 00.0% | Unchanged |
| Wahed Invest LLC | 8,369 | $1.35M | 0.82% | +547+7.0% | Added |
| Amplius Wealth Advisors, LLC | 8,353 | $1.35M | 0.24% | +461+5.8% | Added |
| Resources Investment Advisors, LLC. | 8,309 | $1.34M | 0.05% | +1,933+30.3% | Added |
| Bigelow Investment Advisors, LLC | 8,268 | $1.34M | 0.80% | +111+1.4% | Added |
| Wolff Wiese Magana LLC | 8,244 | $1.33M | 1.07% | −44−0.5% | Reduced |
| Carson Advisory Inc. | 8,233 | $1.33M | 1.47% | +6+0.1% | Added |
| Mountain Capital Investment Advisors, Inc | 8,004 | $1.33M | 0.70% | +8,004 | New |
| Independent Financial Group, LLC | 8,146 | $1.32M | 0.12% | −19−0.2% | Reduced |
| TrimTabs Asset Management, LLC | 8,149 | $1.32M | 0.91% | −590−6.8% | Reduced |
| Spears Abacus Advisors LLC | 8,147 | $1.32M | 0.13% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8,131 | $1.31M | 0.39% | +20.0% | Added |
| Raab & Moskowitz Asset Management LLC | 8,125 | $1.31M | 0.55% | −518−6.0% | Reduced |
| Alpha Omega Wealth Management LLC | 8,100 | $1.31M | 0.25% | +30.0% | Added |
| Balentine LLC | 8,095 | $1.31M | 0.05% | +1,269+18.6% | Added |
| American National Bank | 8,092 | $1.31M | 0.31% | −32−0.4% | Reduced |
| YorkBridge Wealth Partners, LLC | 8,085 | $1.31M | 0.34% | +147+1.9% | Added |
| Bluestein R H & Co | 8,062 | $1.30M | 0.08% | −315−3.8% | Reduced |
| Wrapmanager Inc | 8,048 | $1.30M | 0.44% | +748+10.2% | Added |
| ProVise Management Group, LLC | 8,032 | $1.30M | 0.14% | +56+0.7% | Added |
| Coastal Investment Advisors, Inc. | 8,015 | $1.29M | 0.34% | +305+4.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.29M | 0.56% | 00.0% | Unchanged |
| Financial Architects, Inc | 7,991 | $1.29M | 0.23% | +7,991 | New |
| Wipfli Financial Advisors LLC, | 7,952 | $1.28M | 0.09% | +7,952 | New |
| Silvant Capital Management LLC | 7,950 | $1.28M | 0.09% | −53−0.7% | Reduced |
| Mission Wealth Management, LP | 7,885 | $1.27M | 0.07% | +468+6.3% | Added |
| Centiva Capital, LP | 7,860 | $1.27M | 0.09% | +7,860 | New |
| Ontario Teachers Pension Plan Board | 7,852 | $1.27M | 0.02% | +5,372+216.6% | Added |
| Benjamin Edwards Inc | 7,846 | $1.27M | 0.38% | −105−1.3% | Reduced |
| Deseret Mutual Benefit Administrators | 7,822 | $1.26M | 0.36% | −1,504−16.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,825 | $1.26M | 0.17% | −47−0.6% | Reduced |
| Duff & Phelps Investment Management Co | 7,803 | $1.26M | 0.02% | +30+0.4% | Added |
| Foundations Investment Advisors, LLC | 7,774 | $1.26M | 0.05% | +3,022+63.6% | Added |
| Western Wealth Management, LLC | 7,776 | $1.25M | 0.07% | +1,616+26.2% | Added |
| Symmetry Partners, LLC | 7,703 | $1.24M | 0.08% | +647+9.2% | Added |
| Trust Co of Virginia | 7,694 | $1.24M | 0.16% | −263−3.3% | Reduced |
| Hancock Whitney Corp | 7,691 | $1.24M | 0.05% | +486+6.7% | Added |
| RFG Advisory, LLC | 7,356 | $1.24M | 0.07% | +779+11.8% | Added |
| SevenBridge Financial Group, LLC | 7,680 | $1.24M | 0.42% | −109−1.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 7,634 | $1.24M | 0.40% | +7,634 | New |
| Strengthening Families & Communities, LLC | 7,639 | $1.23M | 0.64% | +561+7.9% | Added |
| Budros, Ruhlin & Roe, Inc. | 7,590 | $1.23M | 0.15% | +5,552+272.4% | Added |
| Access Financial Services, Inc. | 7,574 | $1.22M | 0.79% | −1,263−14.3% | Reduced |
| CoreCap Advisors, LLC | 7,547 | $1.22M | 0.10% | +5,799+331.8% | Added |
| Nwam LLC | 7,529 | $1.22M | 0.12% | +552+7.9% | Added |
| Constitution Capital LLC | 7,510 | $1.21M | 0.81% | −175−2.3% | Reduced |
| Erste Asset Management GmbH | 7,318 | $1.21M | 0.03% | +1,127+18.2% | Added |