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 |
|---|---|---|---|---|---|
| Essex Investment Management Co LLC | 439 | $71.0K | 0.01% | −560−56.1% | Reduced |
| Column Capital Advisors, LLC | 431 | $70.0K | 0.01% | +1+0.2% | Added |
| Family CFO Inc | 400 | $64.6K | 0.07% | 00.0% | Unchanged |
| First Personal Financial Services | 396 | $64.0K | 0.02% | −55−12.2% | Reduced |
| FAI Wealth Management | 400 | $64.0K | 0.06% | 00.0% | Unchanged |
| Schubert & Co | 389 | $63.0K | 0.06% | −20−4.9% | Reduced |
| Macroview Investment Management LLC | 384 | $62.0K | 0.11% | 00.0% | Unchanged |
| Rise Advisors, LLC | 382 | $62.0K | 0.05% | +32+9.1% | Added |
| Carolinas Wealth Consulting LLC | 380 | $61.0K | 0.02% | −175−31.5% | Reduced |
| Operose Advisors LLC | 367 | $59.0K | 0.04% | +49+15.4% | Added |
| Blume Capital Management, Inc. | 360 | $58.0K | 0.02% | −139−27.9% | Reduced |
| Leelyn Smith, LLC | 361 | $58.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 338 | $55.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 313 | $51.0K | 0.01% | −191−37.9% | Reduced |
| Morton Brown Family Wealth, LLC | 312 | $50.0K | 0.04% | −28−8.2% | Reduced |
| Citizens National Bank Trust Department | 300 | $48.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 300 | $48.0K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 293 | $47.3K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 284 | $46.0K | 0.03% | −3,914−93.2% | Reduced |
| First Financial Corp | 284 | $46.0K | 0.03% | −5−1.7% | Reduced |
| Lansing Street Advisors | 281 | $46.0K | 0.04% | +1+0.4% | Added |
| Annapolis Financial Services, LLC | 277 | $45.0K | 0.02% | −4−1.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 285 | $45.0K | 0.05% | +37+14.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 276 | $45.0K | 0.01% | +78+39.4% | Added |
| Neo Ivy Capital Management | 280 | $45.0K | 0.12% | +280 | New |
| BDO Wealth Advisors, LLC | 266 | $43.0K | 0.01% | +30+12.7% | Added |
| Capital Directions Investment Advisors, LLC | 0 | $41.0K | 0.02% | −338−100.0% | Reduced |
| Disciplined Investments, LLC | 250 | $40.0K | 0.02% | −13−4.9% | Reduced |
| RWM Asset Management, LLC | 245 | $40.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 246 | $39.0K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 239 | $39.0K | 0.00% | +12+5.3% | Added |
| Coastal Capital Group, Inc. | 239 | $39.0K | 0.01% | +18+8.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 237 | $38.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 233 | $38.0K | 0.01% | +25+12.0% | Added |
| Gould Capital, LLC | 227 | $37.0K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 217 | $35.0K | 0.01% | −50−18.7% | Reduced |
| Piscataqua Savings Bank | 218 | $35.0K | 0.03% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 196 | $32.0K | 0.02% | −338−63.3% | Reduced |
| Simplex Trading, LLC | 200 | $32.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 196 | $32.0K | 0.01% | +46+30.7% | Added |
| Ten Capital Wealth Advisors, LLC | 194 | $31.0K | 0.01% | +7+3.7% | Added |
| Guardian Wealth Management, Inc. | 184 | $30.0K | 0.03% | +1+0.5% | Added |
| Winch Advisory Services, LLC | 180 | $29.0K | 0.01% | +2+1.1% | Added |
| Front Row Advisors LLC | 175 | $28.0K | 0.01% | −10−5.4% | Reduced |
| West Oak Capital, LLC | 166 | $27.0K | 0.01% | −25−13.1% | Reduced |
| Joseph Group Capital Management | 165 | $27.0K | 0.03% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 167 | $27.0K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 154 | $25.0K | 0.01% | −31−16.8% | Reduced |
| Marquette Asset Management, LLC | 148 | $24.0K | 0.01% | −28−15.9% | Reduced |
| IMA Wealth, Inc. | 142 | $23.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 142 | $23.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 141 | $22.8K | 0.01% | +1+0.7% | Added |
| Win Advisors, Inc | 136 | $22.0K | 0.01% | −77−36.2% | Reduced |
| Johnson Midwest Financial, LLC | 132 | $21.0K | 0.08% | +1+0.8% | Added |
| DB Fitzpatrick & Co, Inc | 129 | $21.0K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 127 | $21.0K | 0.02% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 128 | $21.0K | 0.00% | +128 | New |
| Cyrus J. Lawrence, LLC | 125 | $20.0K | 0.01% | −15−10.7% | Reduced |
| Pacific Center for Financial Services | 121 | $20.0K | 0.01% | +1+0.8% | Added |
| Oxler Private Wealth LLC | 123 | $20.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 122 | $19.7K | 0.01% | +122 | New |
| First Community Trust NA | 120 | $19.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 116 | $18.7K | 0.01% | 00.0% | Unchanged |
| Axim Planning & Wealth | 110 | $18.0K | 0.02% | +100+1,000.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 108 | $17.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 104 | $17.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 107 | $17.0K | 0.01% | +25+30.5% | Added |
| Worth Asset Management, LLC | 102 | $16.0K | 0.01% | +1+1.0% | Added |
| PSI Advisors, LLC | 96 | $16.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 97 | $16.0K | 0.01% | +97 | New |
| EdgeRock Capital LLC | 96 | $16.0K | 0.01% | +96 | New |
| WR Wealth Planners, LLC | 93 | $15.1K | 0.01% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 92 | $15.0K | 0.00% | −23−20.0% | Reduced |
| Laurel Wealth Planning LLC | 85 | $14.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 87 | $14.0K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 89 | $14.0K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 80 | $13.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 80 | $13.0K | 0.00% | +6+8.1% | Added |
| Moser Wealth Advisors, LLC | 79 | $13.0K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 73 | $12.0K | 0.01% | +43+143.3% | Added |
| Stephens Consulting, LLC | 63 | $10.2K | 0.01% | −12−16.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 63 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 60 | $10.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 60 | $10.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 61 | $10.0K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 62 | $10.0K | 0.00% | +62 | New |
| Dakota Community Bank & Trust NA | 60 | $10.0K | 0.07% | +60 | New |
| Arlington Partners LLC | 53 | $9.00K | 0.00% | −453−89.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 58 | $9.00K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 57 | $9.00K | 0.01% | +57 | New |
| Cedar Mountain Advisors, LLC | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 46 | $7.43K | 0.01% | +46 | New |
| Hoey Investments, Inc | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 46 | $7.00K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 41 | $7.00K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $6.46K | 0.00% | 00.0% | Unchanged |