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 |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 2,006 | $324.0K | 0.31% | +2,004+100,200.0% | Added |
| Rice Partnership, LLC | 2,000 | $323.0K | 0.10% | 00.0% | Unchanged |
| FIDELIS iM, LLC | 2,000 | $323.0K | 0.23% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 2,000 | $323.0K | 0.05% | +38+1.9% | Added |
| Investment Advisory Services Inc | 2,002 | $323.0K | 0.19% | +44+2.2% | Added |
| Gouws Capital LLC | 1,995 | $322.0K | 0.32% | −95−4.5% | Reduced |
| Merriman Wealth Management, LLC | 1,996 | $322.0K | 0.02% | −5−0.2% | Reduced |
| Wealthsource Partners, LLC | 1,991 | $322.0K | 0.02% | +109+5.8% | Added |
| Robertson Stephens Wealth Management, LLC | 1,984 | $320.0K | 0.04% | −727−26.8% | Reduced |
| Sather Financial Group Inc | 1,979 | $320.0K | 0.04% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 1,981 | $320.0K | 0.10% | +12+0.6% | Added |
| Goelzer Investment Management, Inc. | 1,982 | $320.0K | 0.03% | +1,982 | New |
| American Trust | 1,976 | $319.0K | 0.03% | −2,610−56.9% | Reduced |
| Smithfield Trust Co | 1,993 | $319.0K | 0.02% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 1,976 | $319.0K | 0.05% | −9−0.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,974 | $319.0K | 0.12% | +24+1.2% | Added |
| Platform Technology Partners | 1,973 | $319.0K | 0.18% | +133+7.2% | Added |
| Accel Wealth Management | 1,884 | $318.0K | 0.17% | −789−29.5% | Reduced |
| GM Advisory Group, Inc. | 1,970 | $318.0K | 0.04% | +1,970 | New |
| PFS Partners, LLC | 1,963 | $317.1K | 0.34% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,954 | $316.0K | 0.10% | +7+0.4% | Added |
| WC Walker & Associates, Inc. | 1,873 | $316.0K | 0.18% | +1+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,950 | $315.0K | 0.19% | −5,456−73.7% | Reduced |
| BLB&B Advisors, LLC | 1,951 | $315.0K | 0.03% | +52+2.7% | Added |
| LWM Advisory Services, LLC | 1,950 | $315.0K | 0.36% | +225+13.0% | Added |
| Staley Capital Advisers Inc | 1,941 | $314.0K | 0.02% | +60+3.2% | Added |
| Pacer Advisors, Inc. | 1,944 | $314.0K | 0.00% | +319+19.6% | Added |
| Atlas Brown,Inc. | 1,940 | $313.0K | 0.16% | +3+0.2% | Added |
| Greenwood Gearhart Inc | 1,934 | $312.0K | 0.05% | −11−0.6% | Reduced |
| Stokes Family Office, LLC | 1,923 | $311.0K | 0.04% | +20+1.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,915 | $309.0K | 0.18% | +92+5.0% | Added |
| Encompass Wealth Advisors, LLC | 1,909 | $308.0K | 0.12% | +1,909 | New |
| Buckley Wealth Management, LLC | 1,900 | $307.0K | 0.11% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $307.0K | 0.19% | +1,900 | New |
| West Bancorporation Inc | 1,897 | $306.0K | 0.23% | −33−1.7% | Reduced |
| Perfromance Wealth Partners, LLC | 1,891 | $305.0K | 0.02% | −299−13.7% | Reduced |
| Financial Management Professionals, Inc. | 1,885 | $305.0K | 0.07% | +119+6.7% | Added |
| Lester Murray Antman dba SimplyRich | 1,882 | $304.0K | 0.14% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,880 | $304.0K | 0.05% | +100+5.6% | Added |
| Certified Advisory Corp | 1,882 | $304.0K | 0.07% | +140+8.0% | Added |
| Selective Wealth Management, Inc. | 1,872 | $302.0K | 0.13% | −1,325−41.4% | Reduced |
| Dana Investment Advisors, Inc. | 1,872 | $302.0K | 0.02% | −1,049−35.9% | Reduced |
| TNF LLC | 1,890 | $302.0K | 0.15% | +2+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 1,872 | $301.0K | 0.29% | +42+2.3% | Added |
| Wealth Management Associates, Inc. | 1,858 | $300.2K | 0.21% | +120+6.9% | Added |
| Univest Financial Corp | 1,860 | $300.0K | 0.10% | −109−5.5% | Reduced |
| CWA Asset Management Group, LLC | 1,858 | $300.0K | 0.03% | +91+5.1% | Added |
| Texas Capital Bancshares Inc | 1,849 | $299.0K | 0.24% | −10−0.5% | Reduced |
| Jump Financial, LLC | 1,851 | $299.0K | 0.01% | +1,851 | New |
| Journey Advisory Group, LLC | 1,845 | $298.0K | 0.08% | −370−16.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,838 | $297.0K | 0.04% | +24+1.3% | Added |
| BCJ Capital Management, LLC | 1,831 | $296.0K | 0.03% | −1,770−49.2% | Reduced |
| Platte River Wealth Advisors, LLC | 1,835 | $296.0K | 0.13% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 1,824 | $295.0K | 0.13% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 1,819 | $294.0K | 0.29% | −470−20.5% | Reduced |
| Vigilare Wealth Management | 1,816 | $293.0K | 0.38% | +110+6.4% | Added |
| Round Table Services, LLC | 1,810 | $292.0K | 0.06% | −190−9.5% | Reduced |
| Weybosset Research & Management LLC | 1,800 | $291.0K | 0.13% | −119−6.2% | Reduced |
| Fort Sheridan Advisors LLC | 1,800 | $291.0K | 0.10% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,798 | $290.5K | 0.31% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,788 | $289.0K | 0.00% | −547−23.4% | Reduced |
| Legacy Bridge, LLC | 1,792 | $289.0K | 0.23% | 00.0% | Unchanged |
| Trust Co of Kansas | 1,785 | $288.0K | 0.20% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,717 | $288.0K | 0.18% | +180+11.7% | Added |
| Wellington Shields Capital Management, LLC | 1,778 | $287.0K | 0.07% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 1,769 | $286.0K | 0.20% | +1,769 | New |
| Meadow Creek Wealth Advisors LLC | 1,763 | $285.0K | 0.38% | +73+4.3% | Added |
| Sompo Asset Management Co., Ltd. | 1,760 | $284.0K | 0.07% | +1,760 | New |
| Simplicity Wealth,LLC | 1,749 | $283.0K | 0.38% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,749 | $283.0K | 0.04% | +103+6.3% | Added |
| Rosenberg Matthew Hamilton | 1,755 | $283.0K | 0.11% | +440+33.5% | Added |
| Journey Strategic Wealth LLC | 1,749 | $283.0K | 0.04% | +1,749 | New |
| Edmond de Rothschild Holding S.A. | 1,751 | $282.0K | 0.01% | +106+6.4% | Added |
| Vicus Capital | 1,734 | $280.0K | 0.03% | −183−9.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 1,733 | $280.0K | 0.09% | +31+1.8% | Added |
| Herold Advisors, Inc. | 1,729 | $279.0K | 0.14% | −100−5.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,725 | $279.0K | 0.09% | +1,725 | New |
| Sittner & Nelson, LLC | 1,715 | $277.0K | 0.19% | +170+11.0% | Added |
| Security National Bank of So Dak | 1,708 | $276.0K | 0.25% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,705 | $275.0K | 0.12% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 1,699 | $274.4K | 0.25% | +1,699 | New |
| Edgestream Partners, L.P. | 1,699 | $274.0K | 0.02% | −4,993−74.6% | Reduced |
| Aire Advisors, LLC | 1,694 | $274.0K | 0.09% | −442−20.7% | Reduced |
| WBH Advisory Inc | 1,697 | $274.0K | 0.04% | +89+5.5% | Added |
| M&G Investment Management Ltd | 1,683 | $273.0K | 0.00% | −94−5.3% | Reduced |
| M. Kraus & Co | 1,688 | $273.0K | 0.11% | 00.0% | Unchanged |
| WD Rutherford LLC | 1,690 | $273.0K | 0.22% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 1,507 | $273.0K | 0.04% | +13+0.9% | Added |
| Montag & Caldwell, LLC | 1,682 | $272.0K | 0.04% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,676 | $271.0K | 0.08% | −335−16.7% | Reduced |
| Essex LLC | 1,677 | $271.0K | 0.09% | +1+0.1% | Added |
| Symphony Financial, Ltd. Co. | 1,640 | $271.0K | 0.09% | +33+2.1% | Added |
| Keebeck Alpha, LP | 1,678 | $271.0K | 0.15% | +1,678 | New |
| West Michigan Advisors, LLC | 1,657 | $268.0K | 0.23% | −19−1.1% | Reduced |
| Premier Asset Management LLC | 1,654 | $267.0K | 0.28% | −197−10.6% | Reduced |
| Aspire Capital Advisors LLC | 1,640 | $265.0K | 0.21% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,634 | $264.0K | 0.22% | −17−1.0% | Reduced |
| Hartline Investment Corp | 1,634 | $264.0K | 0.22% | +1,634 | New |
| S&T Bank | 1,630 | $263.0K | 0.05% | −2,670−62.1% | Reduced |
| LexAurum Advisors, LLC | 1,627 | $263.0K | 0.10% | +38+2.4% | Added |