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.
| 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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 63,716 | $10.3M | 0.21% | +33,962+114.1% | Added |
| CapWealth Advisors, LLC | 63,442 | $10.2M | 1.35% | +1,248+2.0% | Added |
| Isthmus Partners, LLC | 63,130 | $10.2M | 1.76% | +190+0.3% | Added |
| StrategIQ Financial Group, LLC | 62,952 | $10.2M | 1.29% | −100.0% | Reduced |
| Noesis Capital Mangement Corp | 62,783 | $10.1M | 3.07% | +1,142+1.9% | Added |
| Lynch & Associates | 62,681 | $10.1M | 2.96% | +180.0% | Added |
| Churchill Management Corp | 62,456 | $10.1M | 0.27% | +2,088+3.5% | Added |
| ARGI Investment Services, LLC | 62,310 | $10.1M | 0.35% | +11,530+22.7% | Added |
| Wilkins Investment Counsel Inc | 62,087 | $10.0M | 2.93% | −215−0.3% | Reduced |
| Linscomb & Williams, Inc. | 62,071 | $10.0M | 0.61% | +1,786+3.0% | Added |
| Stonegate Investment Group, LLC | 61,704 | $9.97M | 0.46% | +124+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 61,679 | $9.96M | 0.19% | −272−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 61,222 | $9.89M | 0.55% | +11,417+22.9% | Added |
| Norinchukin Bank, The | 61,200 | $9.89M | 0.20% | +7,606+14.2% | Added |
| Securian Asset Management, Inc | 60,784 | $9.82M | 0.29% | +200+0.3% | Added |
| Gilbert & Cook, Inc. | 59,617 | $9.81M | 2.18% | +35+0.1% | Added |
| Sigma Investment Counselors Inc | 60,669 | $9.80M | 0.84% | −90.0% | Reduced |
| Tower Research Capital LLC (TRC) | 60,663 | $9.80M | 0.16% | +8,192+15.6% | Added |
| Congress Asset Management Co | 60,538 | $9.78M | 0.10% | +1,997+3.4% | Added |
| Romano Brothers and Company | 60,454 | $9.77M | 1.58% | +60,454 | New |
| Colony Group LLC | 59,788 | $9.66M | 0.17% | +259+0.4% | Added |
| Captrust Financial Advisors | 59,626 | $9.63M | 0.06% | +22,549+60.8% | Added |
| Bokf, NA | 59,483 | $9.61M | 0.19% | +8,946+17.7% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 59,400 | $9.60M | 0.00% | 00.0% | Unchanged |
| Janney Capital Management LLC | 59,362 | $9.59M | 0.78% | +59,362 | New |
| Dai-Ichi Life Insurance Company, Ltd | 59,318 | $9.58M | 0.24% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 59,237 | $9.57M | 0.17% | −4,784−7.5% | Reduced |
| Ameritas Advisory Services, LLC | 59,083 | $9.54M | 0.57% | −230.0% | Reduced |
| Prudential PLC | 58,694 | $9.48M | 0.15% | +4,068+7.4% | Added |
| Woodmont Investment Counsel LLC | 58,638 | $9.47M | 1.18% | +132+0.2% | Added |
| Congress Wealth Management LLC | 58,265 | $9.41M | 0.25% | +2,362+4.2% | Added |
| Biechele Royce Advisors | 58,022 | $9.37M | 4.41% | +2,539+4.6% | Added |
| LVM Capital Management Ltd | 57,758 | $9.33M | 1.43% | +2,030+3.6% | Added |
| Kentucky Retirement Systems | 57,288 | $9.25M | 0.39% | +2,779+5.1% | Added |
| FDx Advisors, Inc. | 57,237 | $9.25M | 0.41% | +1,506+2.7% | Added |
| FIL Ltd | 56,876 | $9.19M | 0.01% | +13,339+30.6% | Added |
| Engineers Gate Manager LP | 56,769 | $9.17M | 0.57% | +55,139+3,382.8% | Added |
| First National Trust Co | 56,367 | $9.11M | 0.53% | +502+0.9% | Added |
| Hamel Associates, Inc. | 56,084 | $9.06M | 3.58% | −140−0.2% | Reduced |
| Eagle Ridge Investment Management | 56,024 | $9.05M | 1.14% | +392+0.7% | Added |
| NewEdge Wealth, LLC | 55,950 | $9.04M | 0.43% | +4,221+8.2% | Added |
| Tudor Investment Corp Et Al | 55,939 | $9.04M | 0.22% | +51,117+1,060.1% | Added |
| Lee Danner & Bass Inc | 55,581 | $8.98M | 0.95% | −1,386−2.4% | Reduced |
| Mastrapasqua Asset Management Inc | 55,330 | $8.94M | 1.29% | +1,314+2.4% | Added |
| MAI Capital Management | 55,313 | $8.94M | 0.17% | +10,674+23.9% | Added |
| Capital Management Corp | 55,272 | $8.93M | 2.52% | −5,096−8.4% | Reduced |
| Elo Mutual Pension Insurance Co | 55,160 | $8.91M | 0.34% | −2,583−4.5% | Reduced |
| Citizens Financial Group Inc | 55,147 | $8.91M | 0.40% | +50+0.1% | Added |
| Kestra Private Wealth Services, LLC | 55,147 | $8.91M | 0.52% | +3,269+6.3% | Added |
| United Bank | 55,073 | $8.90M | 1.37% | +45,954+503.9% | Added |
| Hantz Financial Services, Inc. | 54,046 | $8.73M | 0.30% | +138+0.3% | Added |
| Vantage Investment Partners, LLC | 54,044 | $8.73M | 1.37% | +109+0.2% | Added |
| Grace & White Inc | 53,690 | $8.67M | 1.87% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 53,590 | $8.66M | 0.24% | +14,420+36.8% | Added |
| Anchor Investment Management, LLC | 53,575 | $8.65M | 1.34% | −152−0.3% | Reduced |
| Venturi Wealth Management, LLC | 53,448 | $8.63M | 0.83% | −975−1.8% | Reduced |
| Bell Bank | 52,885 | $8.54M | 1.09% | +37,635+246.8% | Added |
| Madison Asset Management, LLC | 52,863 | $8.54M | 0.14% | −25,345−32.4% | Reduced |
| Mark Stevens | 52,831 | $8.53M | 1.19% | −3,961−7.0% | Reduced |
| Daiwa Securities Group Inc. | 52,717 | $8.52M | 0.07% | +1,379+2.7% | Added |
| Executive Wealth Management, LLC | 8,511 | $8.51M | 1.22% | −43,853−83.7% | Reduced |
| BancorpSouth Bank | 52,560 | $8.49M | 0.88% | +3,143+6.4% | Added |
| Signaturefd, LLC | 52,499 | $8.48M | 0.29% | −4,300−7.6% | Reduced |
| Andra AP-fonden | 52,100 | $8.42M | 0.28% | −6,700−11.4% | Reduced |
| Northeast Investment Management | 52,101 | $8.42M | 0.57% | −1,063−2.0% | Reduced |
| Beacon Pointe Advisors, LLC | 51,029 | $8.24M | 0.18% | +1,385+2.8% | Added |
| Hendley & Co Inc | 50,830 | $8.21M | 3.79% | −130−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 50,763 | $8.20M | 0.22% | −21,100−29.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 49,152 | $8.18M | 2.35% | −5,215−9.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 50,648 | $8.18M | 1.00% | −131−0.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 50,346 | $8.13M | 0.41% | +1,710+3.5% | Added |
| Olstein Capital Management, L.P. | 50,000 | $8.08M | 1.35% | −2,000−3.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 49,979 | $8.07M | 0.78% | −3,263−6.1% | Reduced |
| KBC Group NV | 49,434 | $7.99M | 0.04% | +2,309+4.9% | Added |
| Regentatlantic Capital LLC | 49,396 | $7.98M | 0.24% | −3,412−6.5% | Reduced |
| Resources Management Corp | 49,274 | $7.96M | 1.37% | +206+0.4% | Added |
| TownSquare Capital, LLC | 48,930 | $7.90M | 0.23% | −1,270−2.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 48,212 | $7.79M | 2.57% | +8,898+22.6% | Added |
| Koshinski Asset Management, Inc. | 47,975 | $7.75M | 0.93% | −135−0.3% | Reduced |
| Tower Bridge Advisors | 47,741 | $7.71M | 0.69% | −200−0.4% | Reduced |
| Oppenheimer & Co Inc | 47,619 | $7.69M | 0.18% | −1,056−2.2% | Reduced |
| Gotham Asset Management, LLC | 47,245 | $7.63M | 0.23% | +15,712+49.8% | Added |
| Tufton Capital Management | 47,235 | $7.63M | 1.84% | −59−0.1% | Reduced |
| Pathstone Family Office, LLC | 42,236 | $7.63M | 0.15% | +19,554+86.2% | Added |
| Tamar Securities, LLC | 47,159 | $7.62M | 2.44% | −112−0.2% | Reduced |
| Evergreen Capital Management LLC | 47,071 | $7.60M | 0.40% | +14,337+43.8% | Added |
| Louisiana State Employees Retirement System | 46,800 | $7.56M | 0.22% | +300+0.6% | Added |
| Wealthcare Advisory Partners LLC | 46,343 | $7.49M | 0.43% | −81−0.2% | Reduced |
| ClariVest Asset Management LLC | 45,795 | $7.40M | 0.36% | −2,600−5.4% | Reduced |
| Stratos Wealth Partners, LTD. | 45,747 | $7.39M | 0.21% | −373−0.8% | Reduced |
| Chartwell Investment Partners, LLC | 45,707 | $7.38M | 0.31% | +399+0.9% | Added |
| Beacon Financial Group | 44,612 | $7.38M | 1.15% | −150.0% | Reduced |
| Spectrum Management Group, LLC | 45,382 | $7.33M | 1.59% | +21,073+86.7% | Added |
| MainStreet Investment Advisors LLC | 45,156 | $7.29M | 0.89% | +10.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 44,667 | $7.28M | 0.12% | +20,031+81.3% | Added |
| HBK Sorce Advisory LLC | 44,873 | $7.25M | 0.49% | +5,635+14.4% | Added |
| JustInvest LLC | 44,741 | $7.23M | 0.33% | +6,615+17.4% | Added |
| Prospera Financial Services Inc | 44,558 | $7.20M | 0.38% | −177−0.4% | Reduced |
| Cetera Investment Advisers | 44,476 | $7.18M | 0.14% | −6,773−13.2% | Reduced |
| Headinvest, LLC | 44,388 | $7.17M | 1.72% | −306−0.7% | Reduced |