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 |
|---|---|---|---|---|---|
| Donaldson Capital Management, LLC | 30,718 | $4.96M | 0.27% | −1,895−5.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 30,624 | $4.95M | 2.29% | +2,278+8.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 30,489 | $4.92M | 1.74% | +3,376+12.5% | Added |
| Kesler, Norman & Wride, LLC | 30,296 | $4.89M | 1.36% | +2,532+9.1% | Added |
| Corbyn Investment Management Inc | 30,134 | $4.87M | 2.08% | −11,929−28.4% | Reduced |
| Cohen Klingenstein LLC | 30,060 | $4.86M | 0.26% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 29,878 | $4.83M | 1.15% | −656−2.1% | Reduced |
| Peloton Wealth Strategists | 29,830 | $4.82M | 2.51% | −35−0.1% | Reduced |
| Stokes Capital Advisors, LLC | 29,815 | $4.82M | 1.79% | −684−2.2% | Reduced |
| SG Americas Securities, LLC | 29,811 | $4.82M | 0.07% | +14,490+94.6% | Added |
| Columbia Asset Management | 29,767 | $4.81M | 1.28% | +2,774+10.3% | Added |
| Fusion Capital, LLC | 29,665 | $4.79M | 3.12% | +442+1.5% | Added |
| Tobam | 29,616 | $4.78M | 0.33% | −22,687−43.4% | Reduced |
| Millennium Management LLC | 29,345 | $4.74M | 0.01% | −27,326−48.2% | Reduced |
| Zacks Investment Management | 29,268 | $4.73M | 0.08% | −2,845−8.9% | Reduced |
| Virtu Financial LLC | 29,254 | $4.73M | 0.43% | +29,254 | New |
| Vestcor Inc | 29,230 | $4.72M | 0.18% | +4,530+18.3% | Added |
| Mather Group, LLC. | 29,195 | $4.72M | 0.10% | +20,542+237.4% | Added |
| Horrell Capital Management, Inc. | 29,145 | $4.71M | 1.72% | +251+0.9% | Added |
| Rench Wealth Management, Inc. | 29,119 | $4.70M | 2.64% | +189+0.7% | Added |
| Toroso Investments, LLC | 29,091 | $4.70M | 0.20% | −1,315−4.3% | Reduced |
| Bourne Lent Asset Management Inc | 28,748 | $4.64M | 2.02% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 28,399 | $4.59M | 1.34% | +3,343+13.3% | Added |
| Gladstone Institutional Advisory LLC | 28,370 | $4.58M | 0.36% | +1,510+5.6% | Added |
| Argyle Capital Management Inc. | 28,328 | $4.58M | 1.78% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 28,172 | $4.55M | 0.15% | +3,331+13.4% | Added |
| Princeton Capital Management LLC | 28,131 | $4.54M | 1.99% | +303+1.1% | Added |
| Capital Investment Counsel, Inc | 28,043 | $4.53M | 1.32% | −1,514−5.1% | Reduced |
| Boenning & Scattergood, Inc. | 27,948 | $4.51M | 0.92% | −176−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 27,909 | $4.51M | 0.07% | +2,264+8.8% | Added |
| Wright Investors Service Inc | 27,893 | $4.51M | 1.42% | +6,483+30.3% | Added |
| GQG Partners LLC | 27,864 | $4.50M | 0.01% | +27,864 | New |
| Ieq Capital, LLC | 27,836 | $4.50M | 0.12% | +6,281+29.1% | Added |
| Sovereign Financial Group, Inc. | 27,732 | $4.48M | 1.82% | +35+0.1% | Added |
| Clark Capital Management Group, Inc. | 27,722 | $4.48M | 0.06% | +3,739+15.6% | Added |
| Dean Investment Associates, LLC | 27,697 | $4.47M | 0.91% | +9,341+50.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 27,652 | $4.47M | 0.26% | −740−2.6% | Reduced |
| William Allan, LLC | 27,634 | $4.46M | 4.12% | +413+1.5% | Added |
| Stolper Co | 27,588 | $4.46M | 2.20% | +152+0.6% | Added |
| BTR Capital Management Inc | 27,499 | $4.44M | 0.69% | −826−2.9% | Reduced |
| Banque Cantonale Vaudoise | 27,440 | $4.43M | 0.25% | −1,584−5.5% | Reduced |
| Arjuna Capital | 27,442 | $4.43M | 2.18% | +487+1.8% | Added |
| Comerica Securities,inc. | 27,251 | $4.40M | 0.36% | +117+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 27,183 | $4.39M | 0.11% | −6,366−19.0% | Reduced |
| Farmers Trust Co | 27,126 | $4.38M | 1.10% | −61−0.2% | Reduced |
| Eagle Rock Investment Company, LLC | 27,049 | $4.37M | 1.14% | +119+0.4% | Added |
| Cypress Wealth Services, LLC | 27,443 | $4.37M | 1.49% | −2,966−9.8% | Reduced |
| Verition Fund Management LLC | 26,917 | $4.35M | 0.06% | +20,804+340.3% | Added |
| Schulhoff & Co Inc | 26,800 | $4.33M | 2.26% | −60−0.2% | Reduced |
| Brookstone Capital Management | 27,052 | $4.31M | 0.10% | +704+2.7% | Added |
| McDaniel Terry & Co | 26,635 | $4.30M | 0.56% | +10.0% | Added |
| Culbertson A N & Co Inc | 26,516 | $4.28M | 0.99% | −1,002−3.6% | Reduced |
| Community Bank, N.A. | 26,434 | $4.27M | 0.65% | +1,280+5.1% | Added |
| Leuthold Group, LLC | 26,424 | $4.27M | 0.64% | +26,424 | New |
| Legacy Advisors, LLC | 26,286 | $4.25M | 0.94% | +4,512+20.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 26,227 | $4.24M | 0.39% | +1,135+4.5% | Added |
| Ossiam | 26,119 | $4.22M | 0.12% | +18,138+227.3% | Added |
| Chapman Investment Management, LLC | 26,114 | $4.22M | 3.09% | +120+0.5% | Added |
| AlphaCrest Capital Management LLC | 26,088 | $4.21M | 0.26% | +14,127+118.1% | Added |
| Farmers National Bank | 25,885 | $4.18M | 1.68% | +1,298+5.3% | Added |
| Independent Investors Inc | 25,811 | $4.17M | 1.19% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 25,683 | $4.15M | 0.21% | −1,532−5.6% | Reduced |
| Stratos Wealth Advisors, LLC | 25,670 | $4.15M | 0.44% | −270−1.0% | Reduced |
| Vaughan David Investments LLC | 25,573 | $4.13M | 0.14% | −275−1.1% | Reduced |
| Benin Management CORP | 25,560 | $4.13M | 1.72% | −200−0.8% | Reduced |
| Zions Bancorporation, N.A. | 25,552 | $4.13M | 0.43% | +3,767+17.3% | Added |
| Associated Banc-Corp | 25,522 | $4.12M | 0.19% | +880+3.6% | Added |
| Kovitz Investment Group Partners, LLC | 25,415 | $4.11M | 0.10% | −364−1.4% | Reduced |
| Atwater Malick LLC | 25,402 | $4.10M | 2.29% | +1,405+5.9% | Added |
| Westover Capital Advisors, LLC | 25,311 | $4.09M | 1.56% | −679−2.6% | Reduced |
| King Luther Capital Management Corp | 25,163 | $4.07M | 0.02% | −186−0.7% | Reduced |
| TD Private Client Wealth LLC | 24,898 | $4.02M | 0.21% | +8,987+56.5% | Added |
| Illinois Municipal Retirement Fund | 24,778 | $4.00M | 0.10% | −1,270−4.9% | Reduced |
| Antonetti Capital Management LLC | 24,764 | $4.00M | 4.61% | −7,210−22.5% | Reduced |
| Greenline Partners, LLC | 24,737 | $4.00M | 0.91% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 24,706 | $3.99M | 0.40% | −107−0.4% | Reduced |
| GSB Wealth Management, LLC | 24,661 | $3.98M | 1.44% | −195−0.8% | Reduced |
| Advisor Partners II, LLC | 24,651 | $3.98M | 0.30% | +24,651 | New |
| Keating Investment Counselors Inc | 24,400 | $3.94M | 1.77% | +15+0.1% | Added |
| Buckingham Strategic Wealth, LLC | 24,293 | $3.92M | 0.08% | +235+1.0% | Added |
| City Holding Co | 23,991 | $3.88M | 0.77% | −376−1.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 23,834 | $3.85M | 0.59% | +1,060+4.7% | Added |
| Allstate Corp | 23,811 | $3.85M | 0.11% | +868+3.8% | Added |
| Sawyer & Company, Inc | 23,723 | $3.83M | 2.09% | −30.0% | Reduced |
| Papp L Roy & Associates | 23,539 | $3.80M | 0.58% | +30.0% | Added |
| Valeo Financial Advisors, LLC | 23,397 | $3.78M | 0.24% | +35+0.1% | Added |
| Azimuth Capital Investment Management LLC | 23,283 | $3.76M | 0.21% | −607−2.5% | Reduced |
| Northwest Investment Counselors, LLC | 23,253 | $3.76M | 1.23% | −422−1.8% | Reduced |
| Park National Corp | 23,210 | $3.75M | 0.19% | −302−1.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,187 | $3.75M | 0.18% | +6,420+38.3% | Added |
| Laurel Wealth Advisors LLC | 23,098 | $3.73M | 0.95% | −98−0.4% | Reduced |
| Horan Capital Advisors, LLC. | 23,081 | $3.73M | 1.81% | +708+3.2% | Added |
| EHP Funds Inc. | 23,070 | $3.73M | 0.82% | +6,570+39.8% | Added |
| NewSquare Capital LLC | 22,819 | $3.69M | 0.46% | +1,484+7.0% | Added |
| Wealth Advisory Solutions, LLC | 22,797 | $3.68M | 1.02% | −359−1.6% | Reduced |
| Brookmont Capital Management | 22,802 | $3.68M | 2.56% | +1,587+7.5% | Added |
| Hoylecohen, LLC | 22,652 | $3.66M | 0.40% | −780−3.3% | Reduced |
| Butensky & Cohen Financial Security, Inc | 22,630 | $3.66M | 1.52% | +1,996+9.7% | Added |
| Adams Asset Advisors, LLC | 22,583 | $3.65M | 0.57% | +504+2.3% | Added |
| Trexquant Investment LP | 22,580 | $3.65M | 0.13% | +22,580 | New |