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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 7,472 | $1.21M | 0.02% | +7,472 | New |
| Y-Intercept (Hong Kong) Ltd | 7,461 | $1.21M | 0.12% | +7,461 | New |
| First Hawaiian Bank | 7,464 | $1.21M | 0.05% | +520+7.5% | Added |
| Alan B. Lancz & Associates, Inc. | 7,420 | $1.20M | 1.42% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 7,178 | $1.20M | 1.17% | +7,178 | New |
| Private Portfolio Partners LLC | 7,402 | $1.20M | 0.34% | +152+2.1% | Added |
| Eldridge Investment Advisors, Inc. | 7,399 | $1.20M | 0.46% | +30.0% | Added |
| Williams Jones Wealth Management, LLC. | 7,387 | $1.19M | 0.02% | −215−2.8% | Reduced |
| Arnhold LLC | 7,370 | $1.19M | 0.16% | 00.0% | Unchanged |
| Simmons Bank | 7,363 | $1.19M | 0.11% | −1,379−15.8% | Reduced |
| Parsons Capital Management Inc | 7,357 | $1.19M | 0.11% | +80+1.1% | Added |
| Buckingham Strategic Partners | 7,334 | $1.19M | 0.07% | −508−6.5% | Reduced |
| Traynor Capital Management, Inc. | 7,332 | $1.18M | 0.21% | +275+3.9% | Added |
| AIMZ Investment Advisors, LLC | 7,325 | $1.18M | 0.60% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 7,307 | $1.18M | 0.11% | +2,194+42.9% | Added |
| MSH Capital Advisors LLC | 7,293 | $1.18M | 0.58% | −45−0.6% | Reduced |
| Lincoln Capital LLC | 7,290 | $1.18M | 0.37% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 7,265 | $1.17M | 0.58% | +395+5.7% | Added |
| First United Bank Trust | 7,263 | $1.17M | 0.59% | −212−2.8% | Reduced |
| Aevitas Wealth Management, Inc. | 7,264 | $1.17M | 0.88% | −116−1.6% | Reduced |
| TFG Advisers LLC | 7,254 | $1.17M | 0.65% | +57+0.8% | Added |
| 55I, LLC | 7,213 | $1.17M | 0.03% | +3,915+118.7% | Added |
| WT Wealth Management | 7,189 | $1.16M | 0.58% | −426−5.6% | Reduced |
| SNS Financial Group, LLC | 7,161 | $1.16M | 0.17% | +8+0.1% | Added |
| Brown Miller Wealth Management, LLC | 7,167 | $1.16M | 0.82% | +665+10.2% | Added |
| Highland Capital Management, LLC | 7,149 | $1.16M | 0.09% | −1,031−12.6% | Reduced |
| Essex Financial Services, Inc. | 7,137 | $1.15M | 0.14% | +88+1.2% | Added |
| Old Port Advisors | 6,861 | $1.15M | 0.46% | +406+6.3% | Added |
| 1st Source Bank | 7,118 | $1.15M | 0.08% | +136+1.9% | Added |
| Laidlaw Wealth Management LLC | 7,117 | $1.15M | 0.27% | +712+11.1% | Added |
| Affinity Wealth Management LLC | 7,114 | $1.15M | 0.29% | +30+0.4% | Added |
| Trail Ridge Investment Advisors, LLC | 6,438 | $1.15M | 0.76% | −10.0% | Reduced |
| Clarius Group, LLC | 7,091 | $1.15M | 0.11% | −1,236−14.8% | Reduced |
| Bank of Hawaii | 7,070 | $1.14M | 0.08% | +1,095+18.3% | Added |
| Jag Capital Management, LLC | 7,064 | $1.14M | 0.16% | −84−1.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 7,045 | $1.14M | 0.36% | +406+6.1% | Added |
| Fund Management at Engine No. 1 LLC | 7,036 | $1.14M | 0.33% | −379−5.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 7,041 | $1.14M | 0.15% | +381+5.7% | Added |
| Waldron Private Wealth LLC | 7,041 | $1.14M | 0.07% | +450+6.8% | Added |
| Abbrea Capital, LLC | 7,008 | $1.13M | 0.21% | −435−5.8% | Reduced |
| Hartford Financial Management Inc. | 7,000 | $1.13M | 0.33% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 7,004 | $1.13M | 0.33% | +53+0.8% | Added |
| MUFG Securities EMEA plc | 7,000 | $1.13M | 0.02% | +7,000 | New |
| Bangor Savings Bank | 6,988 | $1.13M | 0.13% | +119+1.7% | Added |
| Mitchell Sinkler & Starr | 6,989 | $1.13M | 0.44% | +1,069+18.1% | Added |
| AdvisorNet Financial, Inc | 6,972 | $1.13M | 0.11% | −1,298−15.7% | Reduced |
| Carmel Capital Partners, LLC | 6,967 | $1.13M | 1.09% | +219+3.2% | Added |
| Royal Fund Management, LLC | 6,964 | $1.13M | 0.21% | +358+5.4% | Added |
| SeaCrest Wealth Management, LLC | 6,959 | $1.12M | 0.17% | −1,183−14.5% | Reduced |
| Diversified Trust Co | 6,941 | $1.12M | 0.05% | +519+8.1% | Added |
| Guardian Capital Advisors LP | 6,995 | $1.12M | 0.14% | −225−3.1% | Reduced |
| Bollard Group LLC | 6,907 | $1.12M | 0.05% | +53+0.8% | Added |
| Washington Trust Co | 6,881 | $1.11M | 0.06% | +30+0.4% | Added |
| HighTower Trust Services, LTA | 6,876 | $1.11M | 0.12% | +6,876 | New |
| McKinley Carter Wealth Services, Inc. | 6,838 | $1.10M | 0.10% | +358+5.5% | Added |
| Ocean Capital Management, LLC | 6,798 | $1.10M | 0.61% | +2,315+51.6% | Added |
| Founders Financial Securities LLC | 6,814 | $1.10M | 0.20% | −314−4.4% | Reduced |
| Equitable Holdings, Inc. | 6,815 | $1.10M | 0.02% | +221+3.4% | Added |
| Asio Capital, LLC | 6,782 | $1.10M | 0.35% | +6,782 | New |
| W.H. Cornerstone Investments Inc. | 6,865 | $1.09M | 1.15% | +6,865 | New |
| DT Investment Partners, LLC | 6,739 | $1.09M | 0.18% | −89−1.3% | Reduced |
| Alaethes Wealth LLC | 6,701 | $1.08M | 0.80% | +246+3.8% | Added |
| TCM Advisors, LLC | – | $1.08M | 1.21% | – | – |
| Regal Investment Advisors LLC | 6,654 | $1.07M | 0.11% | +393+6.3% | Added |
| Transamerica Financial Advisors, Inc. | 6,653 | $1.07M | 0.16% | +990+17.5% | Added |
| SeaBridge Investment Advisors LLC | 6,651 | $1.07M | 0.37% | −696−9.5% | Reduced |
| Profund Advisors LLC | 6,633 | $1.07M | 0.08% | +103+1.6% | Added |
| Compton Wealth Advisory Group, LLC | 6,619 | $1.07M | 0.45% | −544−7.6% | Reduced |
| Alpha DNA Investment Management LLC | 6,623 | $1.07M | 0.93% | +6,623 | New |
| Lindbrook Capital, LLC | 6,593 | $1.06M | 0.18% | +17+0.3% | Added |
| Souders Financial Advisors | 6,593 | $1.06M | 0.29% | +906+15.9% | Added |
| Argent Advisors, Inc. | 6,586 | $1.06M | 0.62% | −309−4.5% | Reduced |
| Diligent Investors, LLC | 6,560 | $1.06M | 0.38% | −300−4.4% | Reduced |
| Lavaca Capital LLC | 6,155 | $1.05M | 0.59% | −5,275−46.2% | Reduced |
| Foster & Motley Inc | 6,478 | $1.05M | 0.10% | −284−4.2% | Reduced |
| Financial Advisory Service, Inc. | 6,473 | $1.05M | 0.12% | +1,262+24.2% | Added |
| Perigon Wealth Management, LLC | 6,472 | $1.04M | 0.09% | +54+0.8% | Added |
| Northstar Group, Inc. | 6,435 | $1.04M | 0.31% | +4+0.1% | Added |
| Pegasus Partners Ltd. | 6,396 | $1.03M | 0.21% | −380−5.6% | Reduced |
| OmniStar Financial Group, Inc. | 6,399 | $1.03M | 1.23% | +2,212+52.8% | Added |
| Intrust Bank NA | 6,361 | $1.03M | 0.16% | +506+8.6% | Added |
| D.B. Root & Company, LLC | 6,352 | $1.03M | 0.47% | −1,455−18.6% | Reduced |
| Capital Asset Advisory Services LLC | 6,339 | $1.02M | 0.13% | −432−6.4% | Reduced |
| Ethic Inc. | 6,326 | $1.02M | 0.07% | +467+8.0% | Added |
| Centaurus Financial, Inc. | 6,323 | $1.02M | 0.10% | −646−9.3% | Reduced |
| Regent Investment Management LLC | 6,296 | $1.02M | 0.30% | −50−0.8% | Reduced |
| Fiduciary Group LLC | 5,895 | $1.02M | 0.13% | +261+4.6% | Added |
| Trust Investment Advisors | 6,292 | $1.02M | 1.06% | −11−0.2% | Reduced |
| First Farmers & Merchants Bank / Trust | 6,277 | $1.01M | 1.34% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 6,244 | $1.01M | 0.06% | −35,226−84.9% | Reduced |
| Wintrust Investments LLC | 6,243 | $1.01M | 0.13% | +108+1.8% | Added |
| Sargent Bickham Lagudis LLC | 6,229 | $1.01M | 0.09% | −71−1.1% | Reduced |
| Berkshire Asset Management LLC | 6,224 | $1.00M | 0.07% | −346−5.3% | Reduced |
| First Financial Bank - Trust Division | 6,218 | $1.00M | 0.12% | −61−1.0% | Reduced |
| Marshall Financial Group LLC | 6,208 | $1.00M | 0.42% | 00.0% | Unchanged |
| Corundum Group, Inc. | 6,197 | $1.00M | 0.63% | +1,517+32.4% | Added |
| Founders Financial Alliance, LLC | 6,161 | $995.0K | 0.51% | +1,050+20.5% | Added |
| Wolverine Trading, LLC | 6,021 | $995.0K | 0.04% | +6,021 | New |
| Perpetual Investment Management Ltd | 6,151 | $994.0K | 0.15% | +40+0.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,146 | $993.0K | 0.01% | 00.0% | Unchanged |