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
- 2,130
- +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
- 963 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 |
|---|---|---|---|---|---|
| Richwood Investment Advisors, LLC | 3,844 | $621.0K | 0.68% | +586+18.0% | Added |
| Proequities, Inc. | 3,834 | $619.0K | 0.06% | −1,486−27.9% | Reduced |
| Terra Nova Asset Management LLC | 3,815 | $616.0K | 0.67% | −181−4.5% | Reduced |
| Liberty Capital Management, Inc. | 3,804 | $614.0K | 0.23% | −46−1.2% | Reduced |
| Kingfisher Capital LLC | 3,779 | $610.0K | 0.17% | +2+0.1% | Added |
| Virtue Capital Management, LLC | 3,764 | $608.0K | 0.10% | −59−1.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,755 | $607.0K | 0.03% | +447+13.5% | Added |
| Diamant Asset Management, Inc. | 3,750 | $606.0K | 0.59% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,749 | $606.0K | 0.42% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 3,751 | $606.0K | 0.28% | +3,751 | New |
| Tradewinds, LLC. | 3,743 | $605.0K | 0.44% | +55+1.5% | Added |
| Concord Wealth Partners | 3,736 | $604.0K | 0.19% | −8−0.2% | Reduced |
| Claro Advisors LLC | 3,305 | $603.0K | 0.24% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,729 | $602.0K | 0.15% | +258+7.4% | Added |
| Kanawha Capital Management LLC | 3,712 | $600.0K | 0.07% | −450−10.8% | Reduced |
| Baker Ellis Asset Management LLC | 3,710 | $599.0K | 0.13% | +271+7.9% | Added |
| Thrive Wealth Management, LLC | 3,700 | $598.0K | 0.21% | +1,242+50.5% | Added |
| Krane Funds Advisors LLC | 3,698 | $597.0K | 0.03% | +720+24.2% | Added |
| Stamos Capital Partners, L.P. | 3,690 | $596.0K | 0.15% | +2,310+167.4% | Added |
| Blueprint Investment Partners LLC | 3,688 | $596.0K | 0.16% | +3,688 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,686 | $595.0K | 0.05% | −105−2.8% | Reduced |
| Field & Main Bank | 3,675 | $594.0K | 0.40% | −3−0.1% | Reduced |
| Echo Street Capital Management LLC | 3,669 | $593.0K | 0.01% | +3,669 | New |
| Patten Group, Inc. | 3,701 | $589.0K | 0.20% | +10.0% | Added |
| World Equity Group, Inc. | 3,640 | $588.0K | 0.15% | +98+2.8% | Added |
| Virtus ETF Advisers LLC | 3,633 | $587.0K | 0.23% | −351−8.8% | Reduced |
| McAdam, LLC | 3,628 | $586.0K | 0.06% | +74+2.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 3,623 | $585.0K | 0.05% | −943−20.7% | Reduced |
| Pflug Koory, LLC | 3,623 | $585.0K | 0.36% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,624 | $585.0K | 0.34% | +2,250+163.8% | Added |
| Sweet Financial Partners, LLC | 3,623 | $585.0K | 0.19% | +3,623 | New |
| Simon Quick Advisors, LLC | 3,617 | $584.0K | 0.08% | +63+1.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,612 | $584.0K | 0.51% | +19+0.5% | Added |
| Tocqueville Asset Management L.P. | 3,615 | $584.0K | 0.01% | +200+5.9% | Added |
| Corrado Advisors, LLC | 3,597 | $581.0K | 0.47% | 00.0% | Unchanged |
| Summit X, LLC | 3,595 | $580.0K | 0.17% | +200+5.9% | Added |
| Summit Asset Management, LLC | 3,579 | $578.0K | 0.19% | +60+1.7% | Added |
| Douglas Lane & Associates, LLC | 3,577 | $578.0K | 0.01% | +141+4.1% | Added |
| Northstar Advisory Group, LLC | 3,566 | $576.0K | 0.52% | +143+4.2% | Added |
| Ancora Advisors, LLC | 3,554 | $574.0K | 0.02% | −70−1.9% | Reduced |
| Versant Capital Management, Inc | 3,555 | $574.0K | 0.22% | −15−0.4% | Reduced |
| Defined Wealth Management, LLC | 3,556 | $574.0K | 0.63% | 00.0% | Unchanged |
| IFG Advisors, LLC | 3,555 | $574.0K | 0.29% | +48+1.4% | Added |
| Family Legacy, Inc. | 3,554 | $574.0K | 0.29% | +70+2.0% | Added |
| Thomasville National Bank | 3,523 | $569.0K | 0.07% | −53−1.5% | Reduced |
| AlphaMark Advisors, LLC | 3,517 | $568.0K | 0.28% | −10.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,510 | $567.0K | 0.25% | −2,185−38.4% | Reduced |
| Hengehold Capital Management LLC | 3,505 | $566.0K | 0.09% | +10.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,486 | $563.0K | 0.14% | +26+0.8% | Added |
| Archer Investment Corp | 3,482 | $562.5K | 0.24% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 3,154 | $561.0K | 0.01% | −15−0.5% | Reduced |
| Country Trust Bank | 3,440 | $556.0K | 0.02% | −316−8.4% | Reduced |
| Tower Wealth Partners, Inc. | 3,316 | $556.0K | 0.53% | +369+12.5% | Added |
| Morris Retirement Advisors, LLC | 3,475 | $555.0K | 0.47% | +10.0% | Added |
| Roble, Belko & Company, Inc | 3,431 | $554.0K | 0.13% | −13−0.4% | Reduced |
| Montecito Bank & Trust | 3,428 | $554.0K | 0.14% | +50+1.5% | Added |
| First Nebraska Trust Co | 3,424 | $553.1K | 0.08% | +265+8.4% | Added |
| K.J. Harrison & Partners Inc | 3,418 | $552.0K | 0.20% | −1,597−31.8% | Reduced |
| KWB Wealth | 3,415 | $552.0K | 0.11% | +3,415 | New |
| Accuvest Global Advisors | 3,405 | $550.0K | 0.38% | +273+8.7% | Added |
| Royal Capital Wealth Management, LLC | 3,396 | $549.0K | 0.64% | +101+3.1% | Added |
| ERTS Wealth Advisors, LLC | 3,392 | $548.0K | 0.15% | −32−0.9% | Reduced |
| Childress Capital Advisors, LLC | 3,329 | $544.0K | 0.21% | −331−9.0% | Reduced |
| First Commonwealth Financial Corp | 3,354 | $542.0K | 0.23% | −670−16.7% | Reduced |
| Ausdal Financial Partners, Inc. | 3,343 | $540.0K | 0.09% | −93−2.7% | Reduced |
| Parkside Financial Bank & Trust | 3,345 | $540.0K | 0.17% | +63+1.9% | Added |
| Cornerstone Wealth Group, LLC | 3,338 | $539.0K | 0.12% | +10.0% | Added |
| Cornerstone Capital, Inc. | 3,332 | $538.0K | 0.08% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 3,326 | $537.0K | 0.43% | +44+1.3% | Added |
| Landmark Financial Advisors, LLC | 3,312 | $535.0K | 0.28% | 00.0% | Unchanged |
| Patten & Patten Inc | 3,307 | $534.0K | 0.05% | −700−17.5% | Reduced |
| SFMG, LLC | 3,351 | $534.0K | 0.06% | −13−0.4% | Reduced |
| Successful Portfolios LLC | 3,276 | $529.0K | 0.38% | −55−1.7% | Reduced |
| Mascoma Wealth Management LLC | 3,260 | $527.0K | 0.18% | +10.0% | Added |
| Pittenger & Anderson Inc | 3,252 | $525.0K | 0.03% | +792+32.2% | Added |
| Spire Wealth Management | 3,242 | $524.0K | 0.03% | −8,249−71.8% | Reduced |
| Gilman Hill Asset Management, LLC | 3,245 | $524.0K | 0.12% | −420−11.5% | Reduced |
| Wedmont Private Capital | 3,242 | $524.0K | 0.11% | −211−6.1% | Reduced |
| Graypoint LLC | 3,246 | $524.0K | 0.07% | +732+29.1% | Added |
| Montis Financial, LLC | 3,234 | $522.0K | 0.50% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 3,230 | $522.0K | 0.08% | +120+3.9% | Added |
| ETF Managers Group, LLC | 3,230 | $522.0K | 0.02% | +158+5.1% | Added |
| WSFS Capital Management, LLC | 3,226 | $521.0K | 0.18% | −5,695−63.8% | Reduced |
| Nicolet Bankshares Inc | 3,227 | $521.0K | 0.15% | −60−1.8% | Reduced |
| MA Private Wealth | 3,110 | $521.0K | 0.13% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 3,112 | $520.0K | 0.12% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,204 | $518.0K | 0.09% | +417+15.0% | Added |
| Stevens Capital Management LP | 3,193 | $516.0K | 0.33% | +3,193 | New |
| Kolinsky Wealth Management, LLC | 3,180 | $514.0K | 0.64% | +286+9.9% | Added |
| Fukoku Mutual Life Insurance Co | 3,160 | $510.0K | 0.05% | −100−3.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,140 | $508.0K | 0.16% | +50+1.6% | Added |
| Newman Dignan & Sheerar, Inc. | 3,146 | $508.0K | 0.19% | +73+2.4% | Added |
| Highland Private Wealth Management | 3,119 | $504.0K | 0.08% | −373−10.7% | Reduced |
| Octavia Wealth Advisors, LLC | 3,118 | $504.0K | 0.14% | +21+0.7% | Added |
| Sargent Investment Group, LLC | 3,040 | $503.0K | 0.16% | −15−0.5% | Reduced |
| Vigilant Capital Management, LLC | 3,107 | $502.0K | 0.05% | −62−2.0% | Reduced |
| Center for Financial Planning, Inc. | 3,108 | $502.0K | 0.13% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 3,099 | $501.0K | 0.05% | −4−0.1% | Reduced |
| Kore Private Wealth LLC | 3,101 | $501.0K | 0.09% | +4+0.1% | Added |
| GraniteShares Advisors LLC | 3,094 | $499.0K | 0.40% | −378−10.9% | Reduced |