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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 6,134 | $991.0K | 0.06% | +451+7.9% | Added |
| DF Dent & Co Inc | 6,122 | $989.0K | 0.02% | +2,009+48.8% | Added |
| Byrne Asset Management LLC | 6,101 | $986.0K | 0.76% | −155−2.5% | Reduced |
| Quantamental Technologies LLC | 6,092 | $984.0K | 0.38% | +6,092 | New |
| Gleason Group, Inc. | 6,064 | $980.0K | 0.34% | +47+0.8% | Added |
| Tradewinds Capital Management, LLC | 6,033 | $975.0K | 0.40% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 6,035 | $974.9K | 0.08% | −1,165−16.2% | Reduced |
| Quadrant Capital Group LLC | 6,011 | $971.0K | 0.13% | −12−0.2% | Reduced |
| Colonial Trust Advisors | 5,999 | $969.0K | 0.13% | +32+0.5% | Added |
| Brown Capital Management LLC | 5,982 | $966.0K | 0.01% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 5,971 | $964.0K | 0.19% | −2,083−25.9% | Reduced |
| Investors Research Corp | 5,964 | $963.0K | 0.29% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 5,941 | $960.0K | 2.03% | +5,941 | New |
| Barden Capital Management, Inc. | 5,932 | $958.0K | 1.12% | +154+2.7% | Added |
| Pettyjohn, Wood & White, Inc | 5,926 | $957.0K | 0.26% | −150−2.5% | Reduced |
| NBT Bank N A | 5,923 | $957.0K | 0.16% | +84+1.4% | Added |
| Terry L. Blaker | 5,897 | $953.0K | 0.10% | +745+14.5% | Added |
| Stiles Financial Services Inc | 5,896 | $952.0K | 0.58% | +264+4.7% | Added |
| Gyon Technologies Capital Management, LP | 5,882 | $950.0K | 0.30% | +5,882 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,851 | $945.0K | 0.18% | −168−2.8% | Reduced |
| Woodard & Co Asset Management Group Inc | 5,850 | $945.0K | 0.43% | +397+7.3% | Added |
| Corsicana & Co. | 5,845 | $944.0K | 0.80% | −395−6.3% | Reduced |
| Hyman Charles D | 5,841 | $944.0K | 0.07% | −56−0.9% | Reduced |
| Ronald Blue Trust, Inc. | 5,165 | $943.0K | 0.02% | +478+10.2% | Added |
| Fortem Financial Group, LLC | 5,828 | $941.0K | 0.65% | +113+2.0% | Added |
| Patton Albertson Miller Group, LLC | 5,807 | $938.0K | 0.20% | −173−2.9% | Reduced |
| Harbor Investment Advisory, LLC | 5,807 | $938.0K | 0.15% | −169−2.8% | Reduced |
| Meyer Handelman Co | 5,800 | $937.0K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,784 | $934.3K | 0.05% | −280−4.6% | Reduced |
| Wilson & Boucher Capital Management, LLC | 5,780 | $934.0K | 1.09% | 00.0% | Unchanged |
| Cooper Financial Group | 5,766 | $931.0K | 0.34% | +341+6.3% | 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 |
| GYL Financial Synergies, LLC | 5,733 | $926.0K | 0.25% | +14+0.2% | Added |
| JT Stratford LLC | 5,721 | $924.0K | 0.33% | −644−10.1% | Reduced |
| Strategic Blueprint, LLC | 5,692 | $920.0K | 0.12% | +293+5.4% | Added |
| Blackston Financial Advisory Group, LLC | 5,452 | $915.0K | 0.64% | −31−0.6% | Reduced |
| 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 |
| LCNB Corp | 5,605 | $905.0K | 0.49% | +135+2.5% | Added |
| Colonial Trust Co | 5,603 | $905.0K | 0.29% | +5,603 | New |
| Archford Capital Strategies, LLC | 5,589 | $903.0K | 0.23% | +3+0.1% | Added |
| Joel Isaacson & Co., LLC | 5,575 | $901.0K | 0.08% | +3,454+162.8% | Added |
| Focus Financial Network, Inc. | 5,573 | $900.2K | 0.08% | −1,192−17.6% | 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 |
| Redmond Asset Management, LLC | 5,562 | $898.0K | 0.33% | −22−0.4% | Reduced |
| Capital Insight Partners, LLC | 5,544 | $896.0K | 0.24% | −3,245−36.9% | Reduced |
| HBK Investments L P | 5,480 | $885.0K | 0.02% | +5,480 | New |
| First National Bank of South Miami | 5,472 | $884.0K | 0.68% | +372+7.3% | Added |
| Stoneridge Investment Partners LLC | 5,460 | $882.0K | 0.52% | −125−2.2% | 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 |
| FRG Family Wealth Advisors LLC | 5,430 | $877.0K | 0.22% | −50−0.9% | Reduced |
| Essex Savings Bank | 5,398 | $872.0K | 0.35% | +159+3.0% | Added |
| Wolff Financial Management LLC | 5,380 | $869.0K | 0.40% | +3+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 |
| Paragon Financial Partners, Inc. | 5,331 | $861.0K | 0.97% | +4+0.1% | Added |
| Boston Family Office LLC | 5,308 | $858.0K | 0.08% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 5,289 | $854.0K | 0.32% | 00.0% | Unchanged |
| 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 |
| 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 |
| De Burlo Group Inc | 5,229 | $844.7K | 0.20% | +5,229 | New |
| Boyd Watterson Asset Management LLC | 5,226 | $844.0K | 0.38% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 5,221 | $843.0K | 0.45% | −173−3.2% | Reduced |
| VeraBank, N.A. | 5,213 | $842.0K | 0.53% | 00.0% | Unchanged |
| Solitude Financial Services | 5,200 | $840.0K | 0.61% | 00.0% | Unchanged |
| Shelton Capital Management | 5,192 | $839.0K | 0.04% | 00.0% | Unchanged |
| Range Financial Group LLC | 5,177 | $836.0K | 0.65% | +47+0.9% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,169 | $835.0K | 0.91% | −9−0.2% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Johnson Financial Group, Inc. | 4,891 | $821.0K | 0.08% | −1,378−22.0% | Reduced |
| 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 |
| 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 |
| Main Street Financial Solutions, LLC | 5,034 | $813.0K | 0.13% | −2,940−36.9% | Reduced |
| Triangle Securities Wealth Management | 5,027 | $812.0K | 0.33% | −140−2.7% | Reduced |
| Smith, Moore & Co. | 5,022 | $811.0K | 0.12% | −113−2.2% | Reduced |
| XTX Topco Ltd | 5,006 | $809.0K | 0.20% | +5,006 | New |
| 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 |
| 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 |
| 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 |
| Peoples Financial Services Corp. | 4,974 | $803.0K | 0.41% | +134+2.8% | Added |
| Southeast Asset Advisors Inc. | 4,945 | $799.0K | 0.14% | 00.0% | Unchanged |