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 |
|---|---|---|---|---|---|
| Argent Trust Co | 44,114 | $7.13M | 0.52% | +1,815+4.3% | Added |
| Agf Investments Inc. | 44,066 | $7.12M | 0.07% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 44,026 | $7.11M | 0.74% | +2,317+5.6% | Added |
| Waterfront Wealth Inc. | 41,743 | $7.09M | 2.70% | +40.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 43,600 | $7.04M | 0.04% | −63,000−59.1% | Reduced |
| Spinnaker Trust | 43,539 | $7.03M | 0.58% | +101+0.2% | Added |
| Intact Investment Management Inc. | 43,500 | $7.03M | 0.23% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 43,147 | $6.97M | 0.12% | +11,400+35.9% | Added |
| Metropolitan Life Insurance Co | 42,906 | $6.93M | 0.33% | −666−1.5% | Reduced |
| Ibex Wealth Advisors | 42,522 | $6.87M | 1.79% | −472−1.1% | Reduced |
| XML Financial, LLC | 42,304 | $6.83M | 0.95% | +42,304 | New |
| Flputnam Investment Management Co | 42,260 | $6.83M | 0.27% | +1,115+2.7% | Added |
| Country Club Bank | 41,131 | $6.80M | 0.65% | −13,251−24.4% | Reduced |
| Live Oak Private Wealth LLC | 42,096 | $6.80M | 1.53% | −44−0.1% | Reduced |
| Massmutual Trust Co FSB | 41,896 | $6.77M | 0.31% | −1,030−2.4% | Reduced |
| Johnson Investment Counsel Inc | 41,771 | $6.75M | 0.10% | +4,931+13.4% | Added |
| Glenview Trust Co | 41,761 | $6.75M | 0.26% | −5,234−11.1% | Reduced |
| Horizon Investments, LLC | 41,823 | $6.69M | 0.21% | +11,483+37.8% | Added |
| Motley Fool Wealth Management, LLC | 41,358 | $6.68M | 0.44% | +716+1.8% | Added |
| Keystone Financial Planning, Inc. | 41,324 | $6.67M | 2.57% | −502−1.2% | Reduced |
| Evercore Wealth Management, LLC | 41,241 | $6.66M | 0.15% | +51+0.1% | Added |
| Dowling & Yahnke LLC | 41,099 | $6.64M | 0.31% | +256+0.6% | Added |
| Hennessy Advisors Inc | 40,900 | $6.61M | 0.46% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 40,795 | $6.59M | 0.41% | −751−1.8% | Reduced |
| Boston Common Asset Management, LLC | 40,704 | $6.58M | 0.34% | −9,007−18.1% | Reduced |
| Ironwood Investment Counsel, LLC | 40,270 | $6.50M | 1.86% | +405+1.0% | Added |
| Tompkins Financial Corp | 40,249 | $6.50M | 1.10% | −494−1.2% | Reduced |
| Bayesian Capital Management, LP | 40,244 | $6.50M | 1.32% | −4,900−10.9% | Reduced |
| Riverview Capital Advisers, LLC | 40,235 | $6.50M | 4.08% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 40,004 | $6.46M | 0.12% | +4,362+12.2% | Added |
| Greenwood Capital Associates LLC | 39,952 | $6.45M | 1.11% | +70.0% | Added |
| CMG Global Holdings, LLC | 39,700 | $6.41M | 6.91% | +30.0% | Added |
| Garland Capital Management Inc | 39,700 | $6.41M | 5.58% | +625+1.6% | Added |
| Cubist Systematic Strategies, LLC | 39,216 | $6.33M | 0.05% | +39,216 | New |
| Sky Investment Group LLC | 39,128 | $6.32M | 1.64% | +95+0.2% | Added |
| Mattern Capital Management, LLC | 39,018 | $6.30M | 1.31% | −98−0.3% | Reduced |
| Whittier Trust Co | 38,869 | $6.28M | 0.13% | +2,511+6.9% | Added |
| Borer Denton & Associates, Inc. | 38,749 | $6.26M | 3.11% | +2,503+6.9% | Added |
| Eliot Finkel Investment Counsel, LLC | 38,745 | $6.26M | 4.63% | −120−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 38,135 | $6.16M | 0.29% | +3,428+9.9% | Added |
| Bank of New Hampshire | 37,890 | $6.12M | 1.91% | −192−0.5% | Reduced |
| Albion Financial Group | 37,853 | $6.12M | 0.63% | +915+2.5% | Added |
| Cetera Advisors LLC | 37,793 | $6.11M | 0.16% | +2,973+8.5% | Added |
| Davy Global Fund Management Ltd | 37,620 | $6.08M | 1.37% | −598−1.6% | Reduced |
| New Mexico Educational Retirement Board | 37,562 | $6.07M | 0.33% | −2,900−7.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 37,410 | $6.04M | 0.40% | −565−1.5% | Reduced |
| Richard Bernstein Advisors LLC | 37,282 | $6.02M | 0.15% | −5,596−13.1% | Reduced |
| Corient Capital Partners, LLC | 32,914 | $6.01M | 0.46% | +94+0.3% | Added |
| EagleClaw Capital Managment, LLC | 36,940 | $5.97M | 1.67% | +400+1.1% | Added |
| Advocate Group LLC | 36,608 | $5.91M | 1.46% | +2,935+8.7% | Added |
| Naples Global Advisors, LLC | 36,571 | $5.91M | 0.81% | +1,280+3.6% | Added |
| Laurel Wealth Advisors, Inc. | 36,423 | $5.88M | 0.63% | −83−0.2% | Reduced |
| Red Door Wealth Management, LLC | 36,325 | $5.87M | 2.22% | +75+0.2% | Added |
| Rafferty Asset Management, LLC | 36,320 | $5.87M | 0.06% | +25,757+243.8% | Added |
| Eastover Investment Advisors LLC | 36,848 | $5.86M | 3.65% | −129−0.3% | Reduced |
| Farmers & Merchants Investments Inc | 35,734 | $5.77M | 0.26% | +70+0.2% | Added |
| Birch Capital Management, LLC | 35,629 | $5.76M | 4.34% | +543+1.5% | Added |
| tru Independence LLC | 35,292 | $5.70M | 2.01% | −1,133−3.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 35,201 | $5.69M | 0.59% | −3,452−8.9% | Reduced |
| Bard Financial Services, Inc. | 35,200 | $5.69M | 0.53% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 35,193 | $5.68M | 0.65% | −1,859−5.0% | Reduced |
| Atria Wealth Solutions, Inc. | 35,175 | $5.68M | 0.10% | +14,057+66.6% | Added |
| Wambolt & Associates, LLC | 35,171 | $5.68M | 2.41% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 35,045 | $5.66M | 1.53% | +190+0.5% | Added |
| Vision Capital Management, Inc. | 34,257 | $5.53M | 1.14% | +69+0.2% | Added |
| PDS Planning, Inc | 34,204 | $5.53M | 1.01% | −292−0.8% | Reduced |
| Inlet Private Wealth, LLC | 34,094 | $5.51M | 1.64% | +11,128+48.5% | Added |
| Good Life Advisors, LLC | 34,052 | $5.50M | 0.81% | +513+1.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33,943 | $5.48M | 0.29% | +6,957+25.8% | Added |
| Northwest Bancshares, Inc. | 33,857 | $5.47M | 1.28% | +1,008+3.1% | Added |
| Two Sigma Advisers, LP | 33,300 | $5.38M | 0.02% | −68,100−67.2% | Reduced |
| Pallas Capital Advisors LLC | 32,794 | $5.38M | 0.60% | +1,277+4.1% | Added |
| Seeyond | 33,176 | $5.36M | 0.65% | +5,679+20.7% | Added |
| Baxter Bros Inc | 33,058 | $5.34M | 0.95% | −1,328−3.9% | Reduced |
| Boston Research & Management Inc | 32,993 | $5.33M | 1.82% | +335+1.0% | Added |
| Amica Mutual Insurance Co | 32,966 | $5.33M | 0.75% | −8,319−20.2% | Reduced |
| Sepio Capital, LP | 32,855 | $5.31M | 0.53% | −1,128−3.3% | Reduced |
| Motco | 32,804 | $5.30M | 0.42% | −2,886−8.1% | Reduced |
| North Star Investment Management Corp. | 32,770 | $5.29M | 0.52% | −894−2.7% | Reduced |
| Boston Private Wealth LLC | 32,595 | $5.26M | 0.08% | +3,927+13.7% | Added |
| Siemens Fonds Invest GmbH | 32,518 | $5.25M | 0.60% | −78−0.2% | Reduced |
| Formuepleje A/S | 32,502 | $5.25M | 0.43% | +32,502 | New |
| Opus Investment Management Inc | 32,400 | $5.23M | 1.22% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 32,308 | $5.22M | 0.63% | +32,308 | New |
| Semmax Financial Advisors Inc. | 30,796 | $5.21M | 2.21% | +2,246+7.9% | Added |
| E. Ohman J:or Asset Management AB | 32,011 | $5.17M | 0.24% | −1,000−3.0% | Reduced |
| Griffin Asset Management, Inc. | 31,636 | $5.11M | 0.85% | +836+2.7% | Added |
| Shell Asset Management Co | 31,586 | $5.10M | 0.20% | −10,968−25.8% | Reduced |
| Martin Capital Partners, LLC | 31,578 | $5.10M | 2.37% | +1,866+6.3% | Added |
| Advisory Services Network, LLC | 31,567 | $5.10M | 0.18% | −1,112−3.4% | Reduced |
| TrinityPoint Wealth, LLC | 31,397 | $5.07M | 1.16% | −472−1.5% | Reduced |
| Atalanta Sosnoff Capital, LLC | 31,364 | $5.07M | 0.16% | −67,143−68.2% | Reduced |
| Woodstock Corp | 31,316 | $5.06M | 0.75% | −488−1.5% | Reduced |
| Loomis Sayles & Co L P | 31,194 | $5.04M | 0.01% | −74,335−70.4% | Reduced |
| National Asset Management, Inc. | 31,174 | $5.04M | 0.15% | +5,595+21.9% | Added |
| Federation des caisses Desjardins du Quebec | 31,073 | $5.02M | 0.06% | −2,328−7.0% | Reduced |
| Wealthfront Advisers LLC | 30,934 | $5.00M | 0.03% | −20,042−39.3% | Reduced |
| Bridge Creek Capital Management LLC | 30,933 | $5.00M | 2.15% | +189+0.6% | Added |
| Sigma Planning Corp | 30,863 | $4.99M | 0.19% | −770−2.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 30,788 | $4.97M | 2.85% | +368+1.2% | Added |