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 |
|---|---|---|---|---|---|
| Thrive Capital Management, LLC | 1,298 | $210.0K | 0.14% | +1,298 | New |
| Gamco Investors, Inc. Et Al | 1,285 | $208.0K | 0.00% | −225−14.9% | Reduced |
| FSM Wealth Advisors, LLC | 1,290 | $208.0K | 0.17% | +145+12.7% | Added |
| Resource Planning Group | 1,289 | $208.0K | 0.18% | +1,289 | New |
| Appleton Partners Inc | 1,282 | $207.0K | 0.02% | −76−5.6% | Reduced |
| Howe & Rusling Inc | 1,284 | $207.0K | 0.03% | +207+19.2% | Added |
| Pinnacle Bancorp, Inc. | 1,274 | $206.0K | 0.09% | −10−0.8% | Reduced |
| Vestor Capital, LLC | 1,275 | $206.0K | 0.03% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,275 | $206.0K | 0.03% | +1,275 | New |
| Key Financial Inc | 1,266 | $205.0K | 0.10% | +24+1.9% | Added |
| Mma Asset Management LLC | 1,271 | $205.0K | 0.18% | +13+1.0% | Added |
| KCS Wealth Advisory | 1,265 | $204.0K | 0.09% | −30−2.3% | Reduced |
| Southland Equity Partners LLC | 1,257 | $203.1K | 0.10% | +9+0.7% | Added |
| Tradition Wealth Management, LLC | 1,257 | $203.0K | 0.03% | −487−27.9% | Reduced |
| Derbend Asset Management | 1,256 | $203.0K | 0.16% | 00.0% | Unchanged |
| Wealthquest Corp | 1,254 | $202.0K | 0.03% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 1,251 | $202.0K | 0.13% | +14+1.1% | Added |
| Planning Center, Inc. | 1,264 | $201.0K | 0.16% | −68−5.1% | Reduced |
| Horizon Family Wealth, Inc. | 1,243 | $201.0K | 0.25% | +17+1.4% | Added |
| Aua Capital Management, LLC | 1,236 | $200.0K | 0.13% | −805−39.4% | Reduced |
| Keystone Wealth Services, LLC | 1,238 | $200.0K | 0.09% | +30+2.5% | Added |
| Trust Co | 1,228 | $198.0K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,228 | $198.0K | 0.02% | +148+13.7% | Added |
| West Branch Capital LLC | 1,216 | $196.0K | 0.12% | +65+5.6% | Added |
| Ellis Investment Partners, LLC | 1,185 | $191.0K | 0.05% | +7+0.6% | Added |
| Capital Advisors, Ltd. LLC | 1,173 | $189.0K | 0.04% | +2+0.2% | Added |
| Hudock, Inc. | 1,159 | $187.0K | 0.06% | +5+0.4% | Added |
| Fairfield Financial Advisors, LTD | 1,127 | $182.1K | 0.09% | +62+5.8% | Added |
| Clean Yield Group | 1,121 | $181.0K | 0.09% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,091 | $176.0K | 0.10% | −1−0.1% | Reduced |
| Tevis Investment Management | 1,066 | $173.0K | 0.17% | +122+12.9% | Added |
| Atticus Wealth Management, LLC | 944 | $172.0K | 0.08% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,008 | $169.2K | 0.06% | +219+27.8% | Added |
| Beacon Capital Management, LLC | 901 | $164.0K | 0.05% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,000 | $162.0K | 0.15% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,008 | $162.0K | 0.03% | −99−8.9% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 992 | $160.2K | 0.07% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 981 | $160.0K | 0.09% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 986 | $159.0K | 0.03% | −9−0.9% | Reduced |
| Sound Income Strategies, LLC | 987 | $159.0K | 0.02% | +187+23.4% | Added |
| MV Capital Management, Inc. | 976 | $158.0K | 0.03% | +142+17.0% | Added |
| HHM Wealth Advisors, LLC | 973 | $157.0K | 0.04% | −100−9.3% | Reduced |
| New England Asset Management Inc | 956 | $154.0K | 0.00% | −1,074−52.9% | Reduced |
| Asset Dedication, LLC | 949 | $154.0K | 0.02% | +949 | New |
| SJS Investment Consulting Inc. | 919 | $149.0K | 0.05% | +919 | New |
| Pinnacle Holdings, LLC | 893 | $144.3K | 0.07% | −93−9.4% | Reduced |
| Stephens Investment Management Group LLC | 869 | $140.0K | 0.00% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 866 | $140.0K | 0.06% | +866 | New |
| Old North State Trust, LLC | 860 | $139.0K | 0.12% | +860 | New |
| Bellwether Advisors, LLC | 850 | $137.0K | 0.05% | 00.0% | Unchanged |
| Webster Bank, N. A. | 843 | $136.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 827 | $134.0K | 0.03% | +4+0.5% | Added |
| CNB Bank | 825 | $133.0K | 0.09% | 00.0% | Unchanged |
| Riverview Trust Co | 826 | $133.0K | 0.13% | +405+96.2% | Added |
| U S Global Investors Inc | 819 | $132.0K | 0.01% | −650−44.2% | Reduced |
| Hillsdale Investment Management Inc. | 814 | $131.0K | 0.01% | −213−20.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 800 | $129.0K | 0.12% | +3+0.4% | Added |
| Covestor Ltd | 780 | $126.0K | 0.11% | −781−50.0% | Reduced |
| Toth Financial Advisory Corp | 756 | $122.0K | 0.02% | +1+0.1% | Added |
| Rock Creek Group, LP | 756 | $122.0K | 0.02% | +133+21.3% | Added |
| Garde Capital, Inc. | 758 | $122.0K | 0.02% | +758 | New |
| Psagot Value Holdings Ltd. / (Israel) | 735 | $119.0K | 0.03% | −285−27.9% | Reduced |
| State of Wyoming | 739 | $119.0K | 0.06% | +659+823.8% | Added |
| Hanson & Doremus Investment Management | 721 | $116.0K | 0.03% | +193+36.6% | Added |
| Ellevest, Inc. | 707 | $114.0K | 0.01% | +1+0.1% | Added |
| MCF Advisors LLC | 697 | $113.0K | 0.01% | +5+0.7% | Added |
| Addison Advisors LLC | 702 | $113.0K | 0.07% | +300+74.6% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 695 | $112.0K | 0.08% | +18+2.7% | Added |
| Missouri Trust & Investment Co | 685 | $111.0K | 0.07% | 00.0% | Unchanged |
| First Command Bank | 683 | $110.0K | 0.02% | +74+12.2% | Added |
| First Command Financial Services, Inc. | 683 | $110.0K | 0.02% | +74+12.2% | Added |
| Atlantic Trust, LLC | 670 | $108.0K | 0.04% | +354+112.0% | Added |
| IAG Wealth Partners, LLC | 655 | $106.0K | 0.04% | −5−0.8% | Reduced |
| Raffa Wealth Management, LLC | 636 | $102.7K | 0.05% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 615 | $99.0K | 0.04% | +615 | New |
| JJJ Advisors Inc. | 615 | $98.0K | 0.03% | −89−12.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 601 | $97.0K | 0.00% | −10−1.6% | Reduced |
| Highlander Capital Management, LLC | 600 | $97.0K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 567 | $92.0K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 568 | $92.0K | 0.02% | +86+17.8% | Added |
| Old Second National Bank of Aurora | 555 | $89.0K | 0.03% | −75−11.9% | Reduced |
| JNBA Financial Advisors | 544 | $88.0K | 0.01% | −134−19.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 542 | $88.0K | 0.00% | −49−8.3% | Reduced |
| Canton Hathaway, LLC | 530 | $86.0K | 0.03% | −100−15.9% | Reduced |
| Monolith Advisors | 532 | $86.0K | 0.10% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 524 | $84.6K | 0.02% | −100−16.0% | Reduced |
| American Research & Management Co. | 513 | $83.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 510 | $82.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 505 | $82.0K | 0.06% | 00.0% | Unchanged |
| LSV Asset Management | 500 | $81.0K | 0.00% | −300−37.5% | Reduced |
| Norwood Financial Corp | 500 | $81.0K | 0.14% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 500 | $81.0K | 0.07% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 500 | $81.0K | 0.01% | +500 | New |
| TD Capital Management LLC | 478 | $77.0K | 0.01% | +478 | New |
| BerganKDV Wealth Management, LLC | 471 | $76.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 464 | $75.0K | 0.06% | −11−2.3% | Reduced |
| Castle Wealth Management LLC | 461 | $74.0K | 0.04% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 446 | $72.0K | 0.06% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 445 | $72.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 444 | $72.0K | 0.03% | +48+12.1% | Added |