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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
2,131
+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
964 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.

Institutional holdersQ3 2022: 2,131 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ3 2022: $83.8B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
PGGM Investments102,451$16.6M0.29%+102,451New
Mutual of America Capital Management LLC101,412$16.4M0.22%+1,211+1.2%Added
Virginia Retirement Systems Et Al100,100$16.2M0.18%+100,100New
Oakview Capital Management, L.P.98,622$15.9M7.61%+17,693+21.9%Added
Alps Advisors Inc98,432$15.9M0.15%+34,134+53.1%Added
Grimes & Company, Inc.98,243$15.9M0.83%+4,814+5.2%Added
Zevin Asset Management LLC97,250$15.7M3.71%+78+0.1%Added
Private Advisor Group, LLC96,849$15.6M0.18%−16,852−14.8%Reduced
Osher Van de Voorde Investment Management96,505$15.6M4.30%−615−0.6%Reduced
Atria Investments LLC96,130$15.5M0.34%+4,069+4.4%Added
Alberta Investment Management Corp94,796$15.3M0.12%−9,300−8.9%Reduced
Saturna Capital CORP94,542$15.3M0.37%+34,910+58.5%Added
Investment House LLC93,381$15.1M1.41%+3,220+3.6%Added
ProShare Advisors LLC93,227$15.1M0.06%−16,674−15.2%Reduced
CIBC World Markets Inc.93,226$15.1M0.06%+3,383+3.8%Added
Bartlett & Co. Wealth Management LLC92,881$15.0M0.32%−2,825−3.0%Reduced
Bartlett & Co. LLC92,881$15.0M0.32%−2,825−3.0%Reduced
Southern Capital Advisors, LLC91,758$14.8M12.12%−153−0.2%Reduced
Texas Yale Capital Corp.91,756$14.8M0.95%+7,230+8.6%Added
Greatmark Investment Partners, Inc.91,740$14.8M2.86%+2,005+2.2%Added
Pinnacle Associates Ltd91,293$14.7M0.34%−8,072−8.1%Reduced
Unigestion Holding SA88,920$14.7M0.85%−11,234−11.2%Reduced
Deroy & Devereaux Private Investment Counsel Inc90,826$14.7M1.27%+61+0.1%Added
LGT Group Foundation90,508$14.6M0.57%−26,021−22.3%Reduced
Great Lakes Advisors, LLC89,716$14.5M0.32%+3,188+3.7%Added
AE Wealth Management LLC88,742$14.3M0.11%−1,141−1.3%Reduced
Huntington National Bank88,670$14.3M0.16%−1,208−1.3%Reduced
Franklin Street Advisors Inc88,053$14.2M1.44%−411−0.5%Reduced
Cornerstone Advisors, LLC88,000$14.2M0.70%+20,000+29.4%Added
Commerce Bank87,905$14.2M0.12%−3,425−3.8%Reduced
Assenagon Asset Management S.A.87,796$14.2M0.06%+79,806+998.8%Added
Brinker Capital Investments, LLC87,390$14.1M0.29%−2,289−2.6%Reduced
Charter Trust Co87,021$14.1M1.21%+410.0%Added
Mayflower Financial Advisors, LLC85,749$13.9M2.23%+87+0.1%Added
Steigerwald, Gordon & Koch Inc.85,174$13.8M2.52%+1,160+1.4%Added
Iowa State Bank85,123$13.8M3.91%+312+0.4%Added
Czech National Bank85,071$13.7M0.39%+85,071New
Nissay Asset Management Corp84,407$13.6M0.14%+3,268+4.0%Added
Blue Chip Partners, Inc.84,262$13.6M1.87%+3,288+4.1%Added
Doyle Wealth Management83,568$13.5M1.16%−588−0.7%Reduced
Richard C. Young & CO., LTD.82,944$13.4M2.05%+204+0.2%Added
Mayar Capital Ltd.82,794$13.4M10.80%+2,542+3.2%Added
Cantor Fitzgerald, L. P.82,782$13.4M0.29%−18,025−17.9%Reduced
TD Waterhouse Canada Inc.76,835$13.4M0.15%−1,029−1.3%Reduced
Balyasny Asset Management LLC82,234$13.3M0.05%+82,234New
First Fiduciary Investment Counsel, Inc.82,203$13.3M3.33%−523−0.6%Reduced
Miramar Capital, LLC80,736$13.2M3.65%+1,490+1.9%Added
Waypoint Wealth Partners Inc.81,865$13.2M5.58%+40.0%Added
Heritage Investors Management Corp81,798$13.2M0.67%−1,131−1.4%Reduced
NorthCrest Asset Manangement, LLC81,454$13.2M0.71%+569+0.7%Added
Man Group plc81,398$13.2M0.06%––
Kornitzer Capital Management Inc81,228$13.1M0.28%−4,746−5.5%Reduced
Verity & Verity, LLC80,544$13.0M2.09%+3,177+4.1%Added
Varma Mutual Pension Insurance Co80,000$12.9M0.22%−40,000−33.3%Reduced
Ilmarinen Mutual Pension Insurance Co80,000$12.9M0.21%00.0%Unchanged
Independent Advisor Alliance79,807$12.9M0.75%−1,617−2.0%Reduced
Addenda Capital Inc.79,060$12.8M0.58%+28,181+55.4%Added
Willis Investment Counsel78,985$12.8M0.93%+17,800+29.1%Added
Public Sector Pension Investment Board78,475$12.7M0.11%+7,830+11.1%Added
Jacobs & Co78,400$12.7M1.82%−108−0.1%Reduced
Gradient Investments LLC78,030$12.6M0.39%+3,871+5.2%Added
Harel Insurance Investments & Financial Services Ltd.77,953$12.6M0.31%−9,130−10.5%Reduced
Fisher Asset Management, LLC76,436$12.3M0.01%−3,339−4.2%Reduced
Abner Herrman & Brock LLC76,349$12.3M2.26%+1,228+1.6%Added
Adviser Investments LLC75,132$12.1M0.85%+100.0%Added
Lathrop Investment Management Corp73,999$12.0M3.16%−939−1.3%Reduced
Mackenzie Financial Corp72,940$11.8M0.02%−49,904−40.6%Reduced
Squarepoint Ops LLC72,865$11.8M0.11%+72,865New
Cullinan Associates Inc72,787$11.8M0.74%−65−0.1%Reduced
British Columbia Investment Management Corp72,782$11.8M0.13%−12,259−14.4%Reduced
Stack Financial Management, Inc72,731$11.7M1.23%+824+1.1%Added
Hartford Investment Management Co72,705$11.7M0.38%−146−0.2%Reduced
Welch & Forbes LLC72,297$11.7M0.23%+666+0.9%Added
Guyasuta Investment Advisors Inc71,759$11.6M1.00%−525−0.7%Reduced
Interval Partners, LP71,600$11.6M0.68%+71,600New
CCM Investment Advisers LLC71,308$11.5M1.96%−95−0.1%Reduced
Cullen/Frost Bankers, Inc.71,153$11.5M0.26%+4,520+6.8%Added
Natixis70,668$11.5M0.05%+1,465+2.1%Added
TCTC Holdings, LLC71,018$11.5M0.50%−126−0.2%Reduced
Hendershot Investments Inc.70,272$11.4M2.14%+2,515+3.7%Added
Stillwater Capital Advisors, LLC70,051$11.3M2.58%−4,435−6.0%Reduced
Teachers Retirement System of the State of Kentucky69,652$11.3M0.13%+69,652New
Telos Capital Management, Inc.68,971$11.1M1.83%+421+0.6%Added
Capital Fund Management S.A.68,905$11.1M0.28%+24,826+56.3%Added
J.W. Cole Advisors, Inc.68,071$11.0M0.92%+261+0.4%Added
Northwestern Mutual Wealth Management Co67,709$10.9M0.02%−16,324−19.4%Reduced
1832 Asset Management L.P.67,600$10.9M0.02%−1,681−2.4%Reduced
First National Bank of Omaha67,437$10.9M0.71%+45+0.1%Added
Kayne Anderson Rudnick Investment Management LLC67,371$10.9M0.04%+9,134+15.7%Added
Logan Capital Management Inc67,154$10.8M0.65%+211+0.3%Added
Sowell Financial Services LLC67,039$10.8M1.09%−1,304−1.9%Reduced
Segall Bryant & Hamill, LLC66,698$10.8M0.13%+40+0.1%Added
Covington Capital Management66,374$10.7M0.46%−1,799−2.6%Reduced
Howard Hughes Medical Institute66,000$10.7M3.03%+66,000New
Bank of Nova Scotia65,889$10.6M0.03%−81,693−55.4%Reduced
Beese Fulmer Investment Management, Inc.65,717$10.6M1.43%+1,026+1.6%Added
Lockheed Martin Investment Management Co65,646$10.6M0.85%00.0%Unchanged
9258 Wealth Management, LLC64,919$10.5M2.68%+108+0.2%Added
Capula Management Ltd64,270$10.4M1.28%+36,160+128.6%Added
Galvin, Gaustad & Stein, LLC64,221$10.4M1.10%−2,813−4.2%Reduced