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 |
|---|---|---|---|---|---|
| Wealth Management Solutions, LLC | 2,518 | $407.0K | 0.24% | −153−5.7% | Reduced |
| Roosevelt Investment Group LLC | 2,510 | $406.0K | 0.03% | −214−7.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,487 | $402.0K | 0.93% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 2,195 | $401.0K | 0.17% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 2,475 | $400.0K | 0.11% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,470 | $399.0K | 0.03% | +1,258+103.8% | Added |
| NTV Asset Management LLC | 2,464 | $398.0K | 0.08% | −12−0.5% | Reduced |
| Spirit of America Management Corp | 2,450 | $396.0K | 0.09% | +200+8.9% | Added |
| MQS Management LLC | 2,452 | $396.0K | 0.26% | +1,356+123.7% | Added |
| Absher Wealth Management, LLC | 2,443 | $395.0K | 0.08% | −3,114−56.0% | Reduced |
| Perennial Investment Advisors, LLC | 2,443 | $395.0K | 0.18% | +511+26.4% | Added |
| O'Rourke & Company, Inc | 2,438 | $394.0K | 0.34% | −78−3.1% | Reduced |
| CVA Family Office, LLC | 2,430 | $393.0K | 0.11% | +1,065+78.0% | Added |
| Red Cedar Investment Management, LLC | 2,427 | $392.0K | 0.07% | 00.0% | Unchanged |
| Etfidea, LLC | 2,424 | $391.6K | 0.20% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 2,419 | $391.0K | 0.00% | −66,148−96.5% | Reduced |
| Silverlake Wealth Management LLC | 2,415 | $390.1K | 0.26% | −4−0.2% | Reduced |
| Founders Capital Management | 2,410 | $389.0K | 0.32% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 2,400 | $388.0K | 0.47% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 2,396 | $387.0K | 0.14% | +2,396 | New |
| Great Diamond Partners, LLC | 2,394 | $386.0K | 0.13% | +104+4.5% | Added |
| Leisure Capital Management | 2,392 | $386.0K | 0.23% | +154+6.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,391 | $386.0K | 0.00% | +746+45.3% | Added |
| Aries Wealth Management | 2,296 | $385.0K | 0.17% | +100+4.6% | Added |
| Kistler-Tiffany Companies, LLC | 2,378 | $384.0K | 0.09% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 2,373 | $383.0K | 0.29% | −147−5.8% | Reduced |
| 360 Financial, Inc. | 2,358 | $381.0K | 0.25% | +47+2.0% | Added |
| Bank Ozk | 2,359 | $381.0K | 0.21% | +35+1.5% | Added |
| Cabot Wealth Management Inc | 2,360 | $381.0K | 0.06% | +55+2.4% | Added |
| Crestwood Advisors Group LLC | 2,360 | $381.0K | 0.01% | +392+19.9% | Added |
| Secure Asset Management, LLC | 2,347 | $379.0K | 0.21% | −146−5.9% | Reduced |
| Occidental Asset Management, LLC | 2,347 | $379.0K | 0.11% | +2,347 | New |
| Balboa Wealth Partners | 2,348 | $379.0K | 0.17% | +2,348 | New |
| Renasant Bank | 2,342 | $378.0K | 0.33% | −379−13.9% | Reduced |
| Leavell Investment Management, Inc. | 2,337 | $378.0K | 0.03% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 2,339 | $377.0K | 0.06% | −30−1.3% | Reduced |
| Curi Capital | 2,314 | $374.0K | 0.06% | +1,406+154.8% | Added |
| Prestige Wealth Management Group LLC | 2,311 | $373.0K | 0.10% | +207+9.8% | Added |
| Strategic Wealth Designers | 2,304 | $372.0K | 0.11% | −2,538−52.4% | Reduced |
| First Pacific Advisors, LP | 2,300 | $372.0K | 0.01% | +500+27.8% | Added |
| McRae Capital Management Inc | 2,288 | $370.0K | 0.11% | −9−0.4% | Reduced |
| Gryphon Financial Partners LLC | 2,275 | $367.0K | 0.09% | −85−3.6% | Reduced |
| Adamsbrown Wealth Consultants LLC | 2,270 | $367.0K | 0.28% | −65−2.8% | Reduced |
| Cahaba Wealth Management, Inc. | 2,260 | $365.0K | 0.05% | −82−3.5% | Reduced |
| Teza Capital Management LLC | 2,259 | $365.0K | 0.08% | +2,259 | New |
| Proficio Capital Partners LLC | 2,226 | $363.0K | 0.07% | −1,012−31.3% | Reduced |
| Miracle Mile Advisors, LLC | 2,250 | $363.0K | 0.02% | −201−8.2% | Reduced |
| Cutler Investment Counsel LLC | 2,244 | $362.0K | 0.06% | 00.0% | Unchanged |
| Somerset Trust Co | 2,238 | $362.0K | 0.17% | +12+0.5% | Added |
| Traphagen Investment Advisors LLC | 2,233 | $360.8K | 0.07% | +6+0.3% | Added |
| AIA Group Ltd | 2,229 | $360.0K | 0.02% | −8,273−78.8% | Reduced |
| Global Trust Asset Management, LLC | 2,231 | $360.0K | 0.19% | −3−0.1% | Reduced |
| N.E.W. Advisory Services LLC | 2,225 | $359.0K | 0.07% | −269−10.8% | Reduced |
| Enterprise Financial Services Corp | 2,214 | $358.0K | 0.27% | +97+4.6% | Added |
| First Western Trust Bank | 2,206 | $356.0K | 0.02% | −40−1.8% | Reduced |
| Ti-Trust, Inc | 2,201 | $356.0K | 0.38% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 2,205 | $356.0K | 0.26% | +36+1.7% | Added |
| McIlrath & Eck, LLC | 2,204 | $356.0K | 0.10% | +200+10.0% | Added |
| M Holdings Securities, Inc. | 2,186 | $353.0K | 0.04% | −36−1.6% | Reduced |
| Navellier & Associates Inc | 2,173 | $351.0K | 0.08% | −38−1.7% | Reduced |
| TBH Global Asset Management, LLC | 2,173 | $351.0K | 0.09% | +10.0% | Added |
| Cozad Asset Management Inc | 2,167 | $350.0K | 0.06% | −300−12.2% | Reduced |
| First National Advisers, LLC | 2,166 | $350.0K | 0.52% | +450+26.2% | Added |
| Strategy Asset Managers LLC | 2,153 | $348.0K | 0.09% | +2,153 | New |
| Game Plan Financial Advisors, LLC | 2,140 | $346.0K | 0.29% | −5,577−72.3% | Reduced |
| Allen Capital Group, LLC | 2,128 | $344.0K | 0.08% | 00.0% | Unchanged |
| Darrow Company, Inc. | 2,131 | $344.0K | 0.36% | +3+0.1% | Added |
| Alphasimplex Group, LLC | 2,132 | $344.0K | 3.48% | +2,132 | New |
| Old Mission Investment Co LLC | 2,125 | $343.3K | 0.16% | +38+1.8% | Added |
| Transatlantique Private Wealth LLC | 2,121 | $343.0K | 0.23% | −121−5.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,124 | $343.0K | 0.03% | +152+7.7% | Added |
| SRB Corp | 2,116 | $342.0K | 0.02% | −6,697−76.0% | Reduced |
| GW Henssler & Associates Ltd | 2,115 | $342.0K | 0.03% | −66−3.0% | Reduced |
| Lake Street Financial LLC | 2,111 | $341.0K | 0.08% | −48−2.2% | Reduced |
| Jones Financial Companies LLLP | 2,090 | $338.0K | 0.00% | −157−7.0% | Reduced |
| WealthPlan Investment Management, LLC | 1,938 | $338.0K | 0.02% | +1,938 | New |
| Sofos Investments, Inc. | 1,296 | $337.0K | 0.04% | −168−11.5% | Reduced |
| Baker Boyer National Bank | 2,079 | $336.0K | 0.15% | −457−18.0% | Reduced |
| Cahill Financial Advisors Inc | 2,076 | $336.0K | 0.07% | −240−10.4% | Reduced |
| Baystate Wealth Management LLC | 2,079 | $336.0K | 0.03% | +2+0.1% | Added |
| Schrum Private Wealth Management LLC | 2,078 | $336.0K | 0.42% | +68+3.4% | Added |
| SRS Capital Advisors, Inc. | 2,077 | $335.0K | 0.05% | −528−20.3% | Reduced |
| Cornerstone Advisory, LLC | 2,072 | $335.0K | 0.07% | −45−2.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,075 | $335.0K | 0.16% | −46−2.2% | Reduced |
| Spotlight Asset Group, Inc. | 2,026 | $335.0K | 0.33% | +2,026 | New |
| Money Concepts Capital Corp | 2,058 | $332.0K | 0.02% | −6,342−75.5% | Reduced |
| HFR Wealth Management, LLC | 2,056 | $332.0K | 0.11% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,046 | $331.0K | 0.05% | −810−28.4% | Reduced |
| VELA Investment Management, LLC | 2,048 | $331.0K | 0.19% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,046 | $330.0K | 0.05% | −10.0% | Reduced |
| Beaton Management Co. Inc. | 2,043 | $330.0K | 0.25% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,045 | $330.0K | 0.23% | +121+6.3% | Added |
| Drake & Associates, LLC | 2,022 | $327.0K | 0.19% | −59−2.8% | Reduced |
| Bellevue Asset Management, LLC | 2,017 | $326.0K | 0.25% | +10.0% | Added |
| Avestar Capital, LLC | 2,018 | $326.0K | 0.09% | +29+1.5% | Added |
| FinTrust Capital Advisors, LLC | 1,947 | $325.0K | 0.08% | −98−4.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,012 | $325.0K | 0.08% | +9+0.4% | Added |
| Ridgecrest Wealth Partners, LLC | 2,013 | $325.0K | 0.27% | +69+3.5% | Added |
| 180 Wealth Advisors, LLC | 2,006 | $324.0K | 0.09% | −91−4.3% | Reduced |
| Caerus Investment Advisors, LLC | 2,006 | $324.0K | 0.41% | 00.0% | Unchanged |