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 |
|---|---|---|---|---|---|
| Advisors Management Group Inc | 4,943 | $799.0K | 0.32% | +10.0% | Added |
| Legacy Financial Advisors, Inc. | 4,917 | $794.0K | 0.19% | +339+7.4% | Added |
| City State Bank | 4,910 | $793.0K | 0.55% | −9−0.2% | Reduced |
| Heritage Wealth Advisors | 4,905 | $792.3K | 0.06% | +10.0% | Added |
| Meitav Dash Investments Ltd | 4,750 | $790.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Sentry Investment Management LLC | 4,853 | $784.0K | 0.37% | +292+6.4% | Added |
| Pettee Investors, Inc. | 4,840 | $782.0K | 0.42% | 00.0% | Unchanged |
| NVWM, LLC | 4,839 | $781.0K | 0.31% | +6+0.1% | Added |
| Rothschild Investment Corp | 4,827 | $780.0K | 0.08% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 4,815 | $778.0K | 0.33% | +24+0.5% | Added |
| 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 |
| Ropes Wealth Advisors LLC | 4,782 | $772.0K | 0.16% | −100−2.0% | Reduced |
| Eqis Capital Management, Inc. | 4,778 | $771.8K | 0.09% | −613−11.4% | Reduced |
| Annex Advisory Services, LLC | 4,751 | $767.0K | 0.05% | −2,854−37.5% | Reduced |
| Valmark Advisers, Inc. | 4,705 | $760.0K | 0.02% | +92+2.0% | Added |
| 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 |
| Darwin Advisors, LLC | 4,597 | $757.0K | 0.19% | −157−3.3% | Reduced |
| Elk River Wealth Management, LLC | 4,664 | $753.0K | 0.20% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 4,638 | $749.0K | 0.43% | −51−1.1% | Reduced |
| Lantz Financial LLC | 4,633 | $748.0K | 0.39% | +5+0.1% | Added |
| Principle Wealth Partners LLC | 4,617 | $746.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Jefferies Group LLC | 4,600 | $743.1K | 0.02% | −25,919−84.9% | Reduced |
| 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 |
| Avantax Planning Partners, Inc. | 4,571 | $738.0K | 0.03% | −3,290−41.9% | Reduced |
| DAGCO, Inc. | 4,567 | $738.0K | 0.46% | −251−5.2% | Reduced |
| Mendel Money Management | 4,564 | $737.0K | 0.46% | +101+2.3% | Added |
| WestHill Financial Advisors, Inc. | 4,541 | $734.0K | 0.25% | +10.0% | Added |
| Stableford Capital II LLC | 4,420 | $732.0K | 0.35% | +245+5.9% | Added |
| F3Logic, LLC | 4,607 | $731.0K | 0.15% | +125+2.8% | Added |
| Harrison & Co Wealth Management, LLC | 4,514 | $729.0K | 0.77% | −282−5.9% | Reduced |
| Maven Securities LTD | 4,507 | $728.0K | 0.03% | +4,507 | New |
| West Paces Advisors Inc. | 4,486 | $724.7K | 0.26% | +335+8.1% | Added |
| Oakworth Capital, Inc. | 4,463 | $721.0K | 0.08% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 4,462 | $721.0K | 0.37% | +290+7.0% | Added |
| Capital International Inc | 4,455 | $720.0K | 0.02% | −12,100−73.1% | Reduced |
| Zeke Capital Advisors, LLC | 4,446 | $719.0K | 0.05% | −30−0.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,452 | $719.0K | 0.24% | +2,999+206.4% | Added |
| SBB Research Group LLC | 4,430 | $716.0K | 1.01% | +34+0.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,347 | $716.0K | 0.47% | +415+10.6% | Added |
| Credit Agricole S A | 4,370 | $707.0K | 0.02% | +3,770+628.3% | Added |
| Meridian Wealth Advisors, LLC | 4,373 | $706.0K | 0.20% | +10+0.2% | Added |
| Chicago Partners Investment Group LLC | 4,173 | $706.0K | 0.05% | +479+13.0% | Added |
| Trustco Bank Corp N Y | 4,322 | $698.0K | 0.85% | +85+2.0% | Added |
| HM Payson & Co | 4,319 | $698.0K | 0.02% | +470+12.2% | Added |
| Altus Wealth Group LLC | 3,811 | $694.0K | 0.69% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,287 | $693.0K | 0.01% | +135+3.3% | Added |
| Nations Financial Group Inc, | 4,258 | $688.0K | 0.10% | −650−13.2% | Reduced |
| Cohen Capital Management, Inc. | 4,250 | $687.0K | 0.15% | 00.0% | Unchanged |
| GAM Holding AG | 4,252 | $687.0K | 0.05% | +7+0.2% | Added |
| Profit Investment Management, LLC | 4,237 | $684.0K | 0.52% | −166−3.8% | Reduced |
| Signet Financial Management, LLC | 4,233 | $684.0K | 0.13% | −58−1.4% | Reduced |
| Clear Street Markets LLC | 4,224 | $682.0K | 0.13% | −1,611−27.6% | Reduced |
| Trinity Financial Advisors LLC | 4,209 | $680.0K | 0.49% | +4,209 | New |
| IVC Wealth Advisors LLC | 4,200 | $678.0K | 0.55% | −120−2.8% | Reduced |
| First Affirmative Financial Network | 4,190 | $677.0K | 0.86% | −351−7.7% | Reduced |
| Covenant Partners, LLC | 4,188 | $677.0K | 0.33% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 4,184 | $676.0K | 0.24% | −1,507−26.5% | Reduced |
| Liberty Wealth Management LLC | 4,183 | $675.0K | 0.18% | +182+4.5% | Added |
| Glen Eagle Advisors, LLC | 4,175 | $674.4K | 0.20% | −440−9.5% | Reduced |
| Maryland Capital Management | 4,163 | $672.0K | 0.06% | +191+4.8% | Added |
| S&CO Inc | 4,150 | $670.0K | 0.06% | −20−0.5% | Reduced |
| Brightworth | 4,139 | $669.0K | 0.07% | +25+0.6% | Added |
| Acropolis Investment Management, LLC | 4,144 | $669.0K | 0.07% | +309+8.1% | Added |
| Western Financial Corporation | 4,132 | $668.0K | 0.47% | −524−11.3% | Reduced |
| S.A. Mason LLC | 4,136 | $668.0K | 0.53% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,128 | $667.0K | 0.13% | −150−3.5% | Reduced |
| Grandview Asset Management LLC | 4,113 | $664.0K | 0.42% | −144−3.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,099 | $662.0K | 0.24% | +98+2.4% | Added |
| Monetary Management Group Inc | 4,091 | $661.0K | 0.22% | −25−0.6% | Reduced |
| Barr E S & Co | 4,089 | $661.0K | 0.06% | −15−0.4% | Reduced |
| Washington Trust Bank | 4,088 | $660.0K | 0.08% | +170+4.3% | Added |
| Forum Financial Management, LP | 4,071 | $658.0K | 0.03% | +181+4.7% | Added |
| Greenwich Wealth Management LLC | 4,074 | $658.0K | 0.07% | +403+11.0% | Added |
| PYA Waltman Capital, LLC | 4,073 | $658.0K | 0.39% | +1,609+65.3% | Added |
| Salvus Wealth Management, LLC | 4,070 | $657.0K | 0.63% | +157+4.0% | Added |
| Valley National Advisers Inc | 3,928 | $656.0K | 0.14% | +70+1.8% | Added |
| Investment Partners, Ltd. | 4,055 | $655.0K | 0.19% | +2,070+104.3% | Added |
| Wilkinson Global Asset Management LLC | 4,027 | $651.0K | 0.06% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 4,003 | $647.0K | 0.29% | +103+2.6% | Added |
| Moneta Group Investment Advisors LLC | 3,980 | $643.0K | 0.02% | −967−19.5% | Reduced |
| Amica Retiree Medical Trust | 3,964 | $640.0K | 0.80% | −977−19.8% | Reduced |
| Maltin Wealth Management, Inc. | 3,951 | $638.0K | 0.50% | −5,098−56.3% | Reduced |
| Longfellow Investment Management Co LLC | 3,944 | $637.0K | 0.13% | 00.0% | Unchanged |
| LFS Asset Management | 3,927 | $634.0K | 0.64% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,923 | $634.0K | 0.18% | +549+16.3% | Added |
| Quinn Opportunity Partners LLC | 3,920 | $633.2K | 0.07% | −6,580−62.7% | Reduced |
| First International Bank & Trust | 3,908 | $631.0K | 0.24% | +629+19.2% | Added |
| Burney Co | 3,900 | $630.0K | 0.03% | +665+20.6% | Added |
| First Bank & Trust | 3,892 | $629.0K | 0.23% | +1,766+83.1% | Added |
| Ferguson Wellman Capital Management, Inc | 3,884 | $627.0K | 0.02% | −114−2.9% | Reduced |
| Busey Wealth Management | 3,863 | $624.0K | 0.03% | −118−3.0% | Reduced |
| Cinctive Capital Management LP | 3,865 | $624.0K | 0.03% | +3,865 | New |
| Cribstone Capital Management, LLC | 3,843 | $621.0K | 0.38% | +311+8.8% | Added |