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 |
|---|---|---|---|---|---|
| Oak Thistle LLC | 1,626 | $263.0K | 0.95% | +1,626 | New |
| Osborne Partners Capital Management, LLC | 1,623 | $262.0K | 0.02% | +282+21.0% | Added |
| Icapital Wealth LLC | 1,617 | $261.0K | 0.19% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 1,601 | $259.0K | 0.26% | 00.0% | Unchanged |
| Davidson Investment Advisors | 1,593 | $257.0K | 0.02% | −1,700−51.6% | Reduced |
| Chilton Investment Co LLC | 1,591 | $257.0K | 0.01% | +1,591 | New |
| Grant/GrossMendelsohn, LLC | 1,527 | $255.0K | 0.14% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 1,581 | $255.0K | 0.03% | +89+6.0% | Added |
| Sunburst Financial Group, LLC | 1,576 | $255.0K | 0.12% | +267+20.4% | Added |
| OneAscent Financial Services LLC | 1,580 | $255.0K | 0.10% | +1,580 | New |
| Blue Barn Wealth, LLC | 1,570 | $254.0K | 0.18% | +272+21.0% | Added |
| Sage Rhino Capital LLC | 1,568 | $253.0K | 0.10% | −3−0.2% | Reduced |
| Transparent Wealth Partners LLC | 1,568 | $253.0K | 0.21% | +12+0.8% | Added |
| Means Investment Co., Inc. | 1,559 | $252.0K | 0.05% | −49−3.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,549 | $250.0K | 0.03% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 1,545 | $249.0K | 0.17% | 00.0% | Unchanged |
| CX Institutional | 1,532 | $248.0K | 0.02% | −12,813−89.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,535 | $248.0K | 0.29% | −395−20.5% | Reduced |
| TCI Wealth Advisors, Inc. | 1,537 | $248.0K | 0.04% | +12+0.8% | Added |
| Quent Capital, LLC | 1,527 | $247.0K | 0.05% | −20−1.3% | Reduced |
| Summit Financial Strategies, Inc. | 1,529 | $247.0K | 0.06% | +1,529 | New |
| Coyle Financial Counsel LLC | 1,526 | $246.0K | 0.16% | +4+0.3% | Added |
| Berkeley Capital Partners, LLC | 1,522 | $246.0K | 0.11% | +8+0.5% | Added |
| St Germain D J Co Inc | 1,342 | $245.0K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,491 | $244.0K | 0.10% | −652−30.4% | Reduced |
| Boltwood Capital Management | 1,510 | $244.0K | 0.11% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,512 | $244.0K | 0.18% | +8+0.5% | Added |
| Summit Financial Group Inc | 1,511 | $244.0K | 0.10% | +109+7.8% | Added |
| Quad-Cities Investment Group, LLC | 1,504 | $243.0K | 0.19% | −593−28.3% | Reduced |
| Becker Capital Management Inc | 1,506 | $243.0K | 0.01% | −80−5.0% | Reduced |
| Chase Investment Counsel Corp | 1,510 | $243.0K | 0.15% | +18+1.2% | Added |
| Salem Investment Counselors Inc | 1,504 | $243.0K | 0.01% | +657+77.6% | Added |
| Clare Market Investments LLC | 1,500 | $242.3K | 0.10% | +1,500 | New |
| Hall Laurie J Trustee | 1,500 | $242.0K | 0.12% | −70−4.5% | Reduced |
| Rbo & Co LLC | 1,500 | $242.0K | 0.05% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,500 | $242.0K | 0.31% | +1,500 | New |
| FLC Capital Advisors | 1,496 | $242.0K | 0.08% | +1,496 | New |
| Sage Capital Advisors,llc | 1,500 | $242.0K | 0.12% | +1,500 | New |
| Redwood Investment Management, LLC | 1,495 | $242.0K | 0.05% | +1,495 | New |
| OneAscent Wealth Management LLC | 1,501 | $242.0K | 0.13% | +1,501 | New |
| Bellecapital International Ltd. | 1,491 | $241.0K | 0.07% | −1,452−49.3% | Reduced |
| Compass Financial Advisors LLC | 1,489 | $240.0K | 0.36% | +4+0.3% | Added |
| Bedel Financial Consulting, Inc. | 1,421 | $240.0K | 0.06% | +300+26.8% | Added |
| Keel Point, LLC | 1,479 | $239.0K | 0.04% | −112−7.0% | Reduced |
| E Fund Management Co., Ltd. | 1,482 | $239.0K | 0.02% | +23+1.6% | Added |
| Private Capital Management, LLC | 1,477 | $239.0K | 0.04% | +1,477 | New |
| Sanders Morris Harris LLC | 1,470 | $238.0K | 0.06% | 00.0% | Unchanged |
| First Interstate Bank | 1,475 | $238.0K | 0.02% | +30+2.1% | Added |
| Enhancing Capital LLC | 1,492 | $237.0K | 0.29% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,468 | $237.0K | 0.11% | +106+7.8% | Added |
| L2 Asset Management, LLC | 1,469 | $237.0K | 0.18% | +182+14.1% | Added |
| Oak Asset Management, LLC | 1,470 | $237.0K | 0.11% | +1,470 | New |
| Harvey Investment Co LLC | 1,458 | $236.0K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,460 | $236.0K | 0.15% | +847+138.2% | Added |
| Modera Wealth Management, LLC | 1,454 | $235.0K | 0.01% | +31+2.2% | Added |
| Carl P. Sherr & Co., LLC | 1,446 | $234.0K | 0.19% | −2,145−59.7% | Reduced |
| Providence Wealth Advisors, LLC | 1,389 | $234.0K | 0.17% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,450 | $234.0K | 0.05% | +152+11.7% | Added |
| Fortitude Advisory Group L.L.C. | 1,441 | $233.0K | 0.23% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,434 | $232.0K | 0.10% | +1,434 | New |
| Everhart Financial Group, Inc. | 1,418 | $229.0K | 0.13% | −285−16.7% | Reduced |
| Wealth Quarterback LLC | 1,411 | $228.0K | 0.24% | +8+0.6% | Added |
| Tiemann Investment Advisors, LLC | 1,407 | $227.0K | 0.15% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,406 | $227.0K | 0.02% | +149+11.9% | Added |
| Argent Capital Management LLC | 1,402 | $226.0K | 0.01% | −445−24.1% | Reduced |
| Knightsbridge Asset Management, LLC | 1,400 | $226.0K | 0.05% | +6+0.4% | Added |
| NuWave Investment Management, LLC | 1,392 | $225.0K | 0.26% | +1,392 | New |
| Edge Capital Group, LLC | 1,384 | $224.0K | 0.02% | −9,156−86.9% | Reduced |
| Acorn Financial Advisory Services Inc | 1,378 | $222.0K | 0.05% | −13−0.9% | Reduced |
| Aurora Private Wealth, Inc. | 1,372 | $222.0K | 0.10% | +20+1.5% | Added |
| Garrett Investment Advisors LLC | 1,374 | $222.0K | 0.06% | +1,374 | New |
| Brown, Lisle/Cummings, Inc. | 1,373 | $221.8K | 0.13% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,369 | $221.0K | 0.11% | −250−15.4% | Reduced |
| Braun-Bostich & Associates Inc. | 1,365 | $221.0K | 0.68% | −124−8.3% | Reduced |
| Insight Advisors, LLC | 1,370 | $221.0K | 0.09% | −20−1.4% | Reduced |
| Wealth Effects LLC | 1,367 | $221.0K | 0.14% | −60−4.2% | Reduced |
| Eagle Bay Advisors LLC | 1,365 | $221.0K | 0.14% | −41−2.9% | Reduced |
| First PREMIER Bank | 1,367 | $221.0K | 0.07% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,363 | $220.0K | 0.02% | +206+17.8% | Added |
| Shepherd Financial Partners LLC | 1,361 | $220.0K | 0.04% | +1,361 | New |
| Auxano Advisors, LLC | 1,363 | $220.0K | 0.10% | +1,363 | New |
| Fairhaven Wealth Management, LLC | 1,354 | $219.0K | 0.10% | −16−1.2% | Reduced |
| ELCO Management Co., LLC | 1,355 | $219.0K | 0.17% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,355 | $218.9K | 0.23% | +1,355 | New |
| Level Four Advisory Services, LLC | 1,349 | $218.0K | 0.02% | −2,200−62.0% | Reduced |
| Regents of the University of California | 1,350 | $218.0K | 0.04% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,351 | $218.0K | 0.03% | +11+0.8% | Added |
| Angeles Wealth Management, LLC | 1,352 | $218.0K | 0.04% | +26+2.0% | Added |
| Independent Solutions Wealth Management, LLC | 1,344 | $217.1K | 0.07% | +120+9.8% | Added |
| Resurgent Financial Advisors LLC | 1,343 | $217.0K | 0.15% | +234+21.1% | Added |
| Quantum Financial Advisors, LLC | 1,319 | $213.0K | 0.09% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,319 | $213.0K | 0.03% | +44+3.5% | Added |
| Wealth Architects, LLC | 1,319 | $213.0K | 0.04% | +1,319 | New |
| Ssi Investment Management LLC | 1,319 | $212.0K | 0.01% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 1,313 | $212.0K | 0.05% | +1,313 | New |
| Center For Asset Management LLC | 1,313 | $212.0K | 0.21% | +1,313 | New |
| Wedge Capital Management L L P | 1,308 | $211.0K | 0.00% | −3−0.2% | Reduced |
| Dillon & Associates Inc | 1,302 | $211.0K | 0.05% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 1,305 | $211.0K | 0.06% | +1,305 | New |
| Arthur M. Cohen & Associates, LLC | 1,303 | $210.0K | 0.06% | 00.0% | Unchanged |