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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 3,084 | $498.0K | 0.02% | +3,084 | New |
| E&G Advisors, LP | 3,062 | $495.0K | 0.18% | −100−3.2% | Reduced |
| Hudson Capital Management LLC | 3,064 | $495.0K | 0.25% | 00.0% | Unchanged |
| Red Wave Investments LLC | 3,065 | $495.0K | 0.21% | +40+1.3% | Added |
| Summit Trail Advisors, LLC | 3,055 | $494.0K | 0.03% | +693+29.3% | Added |
| Reitz Capital Advisors LLC | 3,051 | $493.0K | 0.45% | +255+9.1% | Added |
| Weaver Consulting Group | 3,030 | $489.0K | 0.28% | −10.0% | Reduced |
| Davis R M Inc | 3,028 | $489.0K | 0.01% | +820+37.1% | Added |
| Strategic Wealth Partners, Ltd. | 3,024 | $488.4K | 0.10% | −5,781−65.7% | Reduced |
| Choice Wealth Advisors, LLC | 3,019 | $488.0K | 0.41% | +3,019 | New |
| McGuire Investment Group, LLC | 3,007 | $486.0K | 0.11% | −23−0.8% | Reduced |
| Cobblestone Capital Advisors LLC | 3,005 | $485.0K | 0.04% | −118−3.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,000 | $485.0K | 0.05% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 3,000 | $485.0K | 0.25% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 3,000 | $485.0K | 0.50% | 00.0% | Unchanged |
| Strategic Equity Management | 3,000 | $485.0K | 0.20% | +3,000 | New |
| Titleist Asset Management, Ltd. | 2,998 | $484.0K | 0.12% | −743−19.9% | Reduced |
| Harbour Capital Advisors, LLC | 3,009 | $481.0K | 0.17% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 2,980 | $481.0K | 0.15% | +10.0% | Added |
| Financial Advocates Investment Management | 2,962 | $477.0K | 0.04% | −3,191−51.9% | Reduced |
| Naviter Wealth, LLC | 2,950 | $477.0K | 0.19% | +215+7.9% | Added |
| Bluefin Capital Management, LLC | 2,950 | $477.0K | 0.05% | +2,950 | New |
| Retirement Guys Formula LLC | 2,936 | $474.0K | 0.50% | +221+8.1% | Added |
| Corrigan Financial, Inc. | 2,917 | $471.2K | 0.18% | 00.0% | Unchanged |
| RDA Financial Network | 2,916 | $471.0K | 0.26% | −4−0.1% | Reduced |
| Vance Wealth, Inc. | 2,916 | $471.0K | 0.36% | +136+4.9% | Added |
| WealthShield Partners, LLC | 2,908 | $470.0K | 0.09% | +3+0.1% | Added |
| Intrua Financial, LLC | 2,905 | $469.0K | 0.13% | −225−7.2% | Reduced |
| RB Capital Management, LLC | 2,902 | $469.0K | 0.18% | +120+4.3% | Added |
| Elgethun Capital Management | 2,904 | $469.0K | 0.19% | +1,511+108.5% | Added |
| Cypress Capital Management LLC | 2,891 | $467.0K | 0.09% | +2,891 | New |
| Next Level Private LLC | 2,779 | $467.0K | 0.41% | +2,779 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,885 | $466.0K | 0.14% | −925−24.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,882 | $466.0K | 0.18% | −140−4.6% | Reduced |
| Segment Wealth Management, LLC | 2,876 | $465.0K | 0.06% | −165−5.4% | Reduced |
| Sutton Wealth Advisors Inc. | 2,866 | $463.0K | 0.19% | +551+23.8% | Added |
| King Wealth | 2,859 | $462.0K | 0.12% | 00.0% | Unchanged |
| Ledyard National Bank | 2,851 | $460.0K | 0.06% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 2,833 | $458.0K | 0.29% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,827 | $457.0K | 0.43% | −63−2.2% | Reduced |
| Davidson Trust Co | 2,828 | $457.0K | 0.44% | −10.0% | Reduced |
| KRS Capital Management, LLC | 2,830 | $457.0K | 0.69% | +191+7.2% | Added |
| Sound View Wealth Advisors Group, LLC | 2,824 | $456.0K | 0.10% | +90+3.3% | Added |
| Personal Cfo Solutions, LLC | 2,824 | $456.0K | 0.11% | +94+3.4% | Added |
| EPG Wealth Management LLC | 2,816 | $455.0K | 0.19% | +5+0.2% | Added |
| Indiana Trust & Investment Management CO | 2,779 | $449.0K | 0.27% | −150−5.1% | Reduced |
| Capital Analysts, LLC | 2,776 | $448.0K | 0.03% | +181+7.0% | Added |
| Opus Capital Group, LLC | 2,762 | $446.0K | 0.10% | 00.0% | Unchanged |
| Vista Investment Management | 2,757 | $445.0K | 0.27% | +211+8.3% | Added |
| MidWestOne Financial Group, Inc. | 2,733 | $441.0K | 0.11% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,725 | $440.0K | 0.29% | +20+0.7% | Added |
| David Loasby | 2,743 | $438.0K | 0.07% | +29+1.1% | Added |
| Evoke Wealth, LLC | 2,710 | $438.0K | 0.02% | +51+1.9% | Added |
| Guardian Wealth Advisors, LLC | 2,703 | $437.0K | 0.08% | +102+3.9% | Added |
| MBL Wealth, LLC | 2,707 | $437.0K | 0.09% | +383+16.5% | Added |
| DSC Advisors, L.P. | 2,699 | $436.0K | 0.47% | −682−20.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,699 | $436.0K | 0.30% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 2,697 | $436.0K | 0.32% | +133+5.2% | Added |
| Pacitti Group Inc. | 2,700 | $436.0K | 0.36% | +169+6.7% | Added |
| Weatherly Asset Management L. P. | 2,694 | $435.0K | 0.06% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,693 | $435.0K | 0.01% | +196+7.8% | Added |
| Astoria Portfolio Advisors LLC. | 2,694 | $435.0K | 0.30% | +328+13.9% | Added |
| Thoroughbred Financial Services, LLC | 2,687 | $434.0K | 0.08% | +77+3.0% | Added |
| Regent Peak Wealth Advisors LLC | 2,686 | $433.0K | 0.15% | −335−11.1% | Reduced |
| SignalPoint Asset Management, LLC | 2,683 | $433.0K | 0.17% | −10.0% | Reduced |
| blooom, inc. | 2,585 | $433.0K | 0.83% | +278+12.1% | Added |
| Curbstone Financial Management Corp | 2,682 | $433.0K | 0.11% | +2,682 | New |
| Wealth Alliance Advisory Group, LLC | 2,676 | $432.0K | 0.19% | +217+8.8% | Added |
| Verus Capital Partners, LLC | 2,674 | $432.0K | 0.08% | +737+38.0% | Added |
| GPS Wealth Strategies Group, LLC | 2,667 | $431.0K | 0.11% | +111+4.3% | Added |
| Redhawk Wealth Advisors, Inc. | 2,663 | $430.0K | 0.18% | +18+0.7% | Added |
| Winthrop Advisory Group LLC | 2,654 | $429.0K | 0.09% | +50+1.9% | Added |
| Gill Capital Partners, LLC | 2,653 | $429.0K | 0.22% | +2,653 | New |
| Roberts Glore & Co Inc | 2,652 | $428.0K | 0.15% | −231−8.0% | Reduced |
| Flagship Harbor Advisors, LLC | 2,643 | $427.0K | 0.05% | +46+1.8% | Added |
| TCWP LLC | 2,644 | $427.0K | 0.09% | +1,027+63.5% | Added |
| Drive Wealth Management, LLC | 2,630 | $425.0K | 0.40% | +293+12.5% | Added |
| Westhampton Capital, LLC | 2,625 | $424.0K | 0.32% | −275−9.5% | Reduced |
| Blodgett Wealth Advisors, LLC | 2,618 | $423.0K | 0.51% | −73−2.7% | Reduced |
| Detalus Advisors, LLC | 2,611 | $422.0K | 0.25% | −150−5.4% | Reduced |
| St. Johns Investment Management Company, LLC | 2,611 | $422.0K | 0.28% | +140+5.7% | Added |
| Sun Life Financial INC | 2,605 | $421.0K | 0.03% | −510−16.4% | Reduced |
| Peavine Capital, LLC | 2,600 | $420.0K | 0.10% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 2,590 | $420.0K | 0.11% | +47+1.8% | Added |
| Bank of Nova Scotia Trust Co | 2,589 | $418.0K | 0.05% | −2−0.1% | Reduced |
| CoreFirst Bank & Trust | 2,588 | $418.0K | 0.36% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 2,582 | $417.1K | 0.16% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,582 | $417.0K | 0.02% | +121+4.9% | Added |
| Andesa Financial Management Inc. | 2,583 | $417.0K | 0.15% | +742+40.3% | Added |
| Delta Financial Advisors LLC | 2,576 | $416.0K | 0.22% | +5+0.2% | Added |
| Atlas Private Wealth Management | 2,574 | $416.0K | 0.30% | +94+3.8% | Added |
| Suncoast Equity Management | 2,558 | $413.0K | 0.08% | −145−5.4% | Reduced |
| Adirondack Trust Co | 2,556 | $413.0K | 0.23% | +79+3.2% | Added |
| Shufro Rose & Co LLC | 2,553 | $412.0K | 0.04% | +2+0.1% | Added |
| Skba Capital Management LLC | 2,550 | $412.0K | 0.09% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 2,545 | $411.0K | 0.27% | −10−0.4% | Reduced |
| Mystic Asset Management, Inc. | 2,547 | $411.0K | 0.26% | +294+13.0% | Added |
| Austin Asset Management Co Inc | 2,531 | $409.0K | 0.15% | +26+1.0% | Added |
| Principal Street Partners, LLC | 2,532 | $409.0K | 0.11% | +65+2.6% | Added |
| Resonant Capital Advisors, LLC | 2,534 | $409.0K | 0.06% | +215+9.3% | Added |