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 |
|---|---|---|---|---|---|
| North Star Asset Management Inc | 22,567 | $3.65M | 0.25% | −769−3.3% | Reduced |
| Bridgeworth, LLC | 22,563 | $3.65M | 0.84% | +49+0.2% | Added |
| Fosun International Ltd | 22,319 | $3.61M | 0.66% | −5,561−19.9% | Reduced |
| Madison Wealth Management | 22,261 | $3.60M | 0.89% | +1,011+4.8% | Added |
| Foster Victor Wealth Advisors, LLC | 21,717 | $3.60M | 0.52% | +2,475+12.9% | Added |
| Kinneret Advisory, LLC | 22,130 | $3.58M | 0.50% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 22,116 | $3.57M | 0.54% | +479+2.2% | Added |
| Beacon Investment Advisory Services, Inc. | 22,033 | $3.56M | 0.20% | −2,706−10.9% | Reduced |
| Bowen Hanes & Co Inc | 21,994 | $3.55M | 0.14% | −13−0.1% | Reduced |
| Meeder Asset Management Inc | 21,957 | $3.55M | 0.20% | +10,085+84.9% | Added |
| Sheets Smith Wealth Management | 21,938 | $3.54M | 0.59% | +600+2.8% | Added |
| Surevest, LLC | 21,751 | $3.51M | 0.96% | +140+0.6% | Added |
| Lido Advisors, LLC | 21,628 | $3.49M | 0.07% | +2,146+11.0% | Added |
| Sterling Investment Advisors, Ltd. | 21,424 | $3.46M | 1.30% | +41+0.2% | Added |
| Physicians Financial Services, Inc. | 21,329 | $3.45M | 1.67% | −498−2.3% | Reduced |
| Keeler Thomas Management LLC | 21,265 | $3.44M | 1.74% | +9,718+84.2% | Added |
| Monument Capital Management | 21,257 | $3.43M | 1.29% | +3,783+21.6% | Added |
| Cox Capital Mgt LLC | 21,259 | $3.43M | 2.49% | +9,130+75.3% | Added |
| Putnam Investments LLC | 21,204 | $3.42M | 0.01% | +18,216+609.6% | Added |
| Capstone Investment Advisors, LLC | 21,193 | $3.42M | 0.07% | +17,074+414.5% | Added |
| Veritable, L.P. | 21,191 | $3.42M | 0.07% | −1,859−8.1% | Reduced |
| Roundview Capital LLC | 21,139 | $3.42M | 0.43% | +349+1.7% | Added |
| Bragg Financial Advisors, Inc | 21,093 | $3.41M | 0.23% | +3,238+18.1% | Added |
| Girard Partners Ltd. | 20,998 | $3.39M | 0.45% | −212−1.0% | Reduced |
| Everence Capital Management Inc | 20,945 | $3.38M | 0.31% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 20,908 | $3.38M | 0.15% | −1,673−7.4% | Reduced |
| HB Wealth Management, LLC | 20,719 | $3.35M | 0.07% | −6,217−23.1% | Reduced |
| Palouse Capital Management, Inc. | 20,656 | $3.34M | 1.90% | −1,427−6.5% | Reduced |
| Verdence Capital Advisors LLC | 20,613 | $3.33M | 0.46% | +665+3.3% | Added |
| Perkins Coie Trust Co | 20,578 | $3.32M | 1.27% | −260−1.2% | Reduced |
| Soltis Investment Advisors LLC | 20,546 | $3.32M | 0.50% | +8,687+73.3% | Added |
| Assetmark, Inc | 20,480 | $3.31M | 0.02% | +4,536+28.4% | Added |
| Bank of the West | 20,461 | $3.31M | 0.43% | +1,557+8.2% | Added |
| Virginia Wealth Management Group, Inc. | 20,453 | $3.30M | 2.47% | +6,320+44.7% | Added |
| Venture Visionary Partners LLC | 20,453 | $3.30M | 0.27% | +2,008+10.9% | Added |
| Sequoia Financial Advisors, LLC | 20,273 | $3.27M | 0.10% | −2,012−9.0% | Reduced |
| Summitry LLC | 20,159 | $3.26M | 0.25% | +1,331+7.1% | Added |
| Fort Washington Investment Advisors Inc | 20,058 | $3.24M | 0.03% | −2,463−10.9% | Reduced |
| Palisade Asset Management, LLC | 20,011 | $3.23M | 0.44% | −12−0.1% | Reduced |
| Advanced Asset Management Advisors Inc | 20,000 | $3.23M | 0.88% | 00.0% | Unchanged |
| Bessemer Group Inc | 19,972 | $3.23M | 0.01% | −1,142−5.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 19,975 | $3.23M | 0.05% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 19,964 | $3.23M | 1.38% | +542+2.8% | Added |
| Courier Capital LLC | 19,836 | $3.20M | 0.40% | −398−2.0% | Reduced |
| Investment Management of Virginia LLC | 19,820 | $3.20M | 0.69% | −35−0.2% | Reduced |
| Plimoth Trust Co LLC | 19,790 | $3.20M | 1.11% | −80−0.4% | Reduced |
| Strategic Wealth Advisors Group, LLC | 19,756 | $3.19M | 0.14% | −312−1.6% | Reduced |
| Snowden Capital Advisors LLC | 19,677 | $3.18M | 0.14% | −1,322−6.3% | Reduced |
| Parallel Advisors, LLC | 19,445 | $3.14M | 0.14% | +327+1.7% | Added |
| Heritage Trust Co | 19,379 | $3.13M | 0.55% | +26+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 19,384 | $3.13M | 0.26% | +1,316+7.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 19,374 | $3.13M | 0.52% | −1,816−8.6% | Reduced |
| Marietta Wealth Management, LLC | 19,334 | $3.12M | 0.78% | +761+4.1% | Added |
| South Dakota Investment Council | 19,290 | $3.12M | 0.08% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 19,274 | $3.11M | 1.56% | −787−3.9% | Reduced |
| Eudaimonia Partners, LLC | 19,253 | $3.11M | 0.81% | −4,410−18.6% | Reduced |
| Anderson Hoagland & Co | 19,170 | $3.10M | 0.50% | +54+0.3% | Added |
| Montag A & Associates Inc | 19,127 | $3.09M | 0.21% | +11,973+167.4% | Added |
| Members Capital Advisors Inc | 19,097 | $3.08M | 2.43% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 19,076 | $3.08M | 0.04% | −8,132−29.9% | Reduced |
| Princeton Global Asset Management LLC | 18,902 | $3.05M | 1.06% | −256−1.3% | Reduced |
| Cardinal Capital Management | 18,875 | $3.05M | 0.72% | +184+1.0% | Added |
| Strategic Advisors LLC | 18,876 | $3.05M | 0.68% | +370+2.0% | Added |
| Sumitomo Life Insurance Co | 18,801 | $3.04M | 0.13% | −1,194−6.0% | Reduced |
| Marion Wealth Management | 18,719 | $3.02M | 1.55% | −111−0.6% | Reduced |
| Twin Lakes Capital Management, LLC | 18,561 | $3.00M | 2.42% | +138+0.7% | Added |
| Aspiriant, LLC | 18,420 | $2.98M | 0.15% | +16,897+1,109.5% | Added |
| Nicholas Hoffman & Company, LLC. | 18,412 | $2.97M | 0.14% | −1,158−5.9% | Reduced |
| Boyar Asset Management Inc. | 18,408 | $2.97M | 2.45% | +131+0.7% | Added |
| Aspire Private Capital, LLC | 18,328 | $2.96M | 1.13% | −196−1.1% | Reduced |
| Millennium Capital Advisors, LLC | 18,175 | $2.94M | 3.10% | −1,230−6.3% | Reduced |
| Fortis Advisors, LLC | 18,169 | $2.94M | 2.10% | −270−1.5% | Reduced |
| Tiaa, FSB | 18,060 | $2.92M | 0.01% | −2,892−13.8% | Reduced |
| Stanley-Laman Group, Ltd. | 17,943 | $2.90M | 0.55% | +295+1.7% | Added |
| Vise Technologies, Inc. | 17,928 | $2.90M | 1.09% | −595−3.2% | Reduced |
| Signature Wealth Management Group | 17,863 | $2.89M | 1.47% | −308−1.7% | Reduced |
| Acadian Asset Management LLC | 17,771 | $2.87M | 0.02% | +1,652+10.2% | Added |
| Wedbush Securities Inc | 17,735 | $2.87M | 0.16% | +1,502+9.3% | Added |
| Empirical Finance, LLC | 17,621 | $2.85M | 0.34% | +3,037+20.8% | Added |
| Oak Harbor Wealth Partners, LLC | 17,495 | $2.83M | 1.11% | +246+1.4% | Added |
| CWM, LLC | 17,465 | $2.82M | 0.02% | +1,233+7.6% | Added |
| McDonald Partners LLC | 17,428 | $2.81M | 1.07% | +9+0.1% | Added |
| Consolidated Planning Corp | 17,404 | $2.81M | 0.88% | +415+2.4% | Added |
| Cary Street Partners Asset Management LLC | 17,371 | $2.81M | 0.67% | +5,766+49.7% | Added |
| Pure Financial Advisors, Inc. | 17,324 | $2.80M | 0.16% | +71+0.4% | Added |
| Beech Hill Advisors, Inc. | 17,306 | $2.80M | 1.60% | −260−1.5% | Reduced |
| Arden Trust Co | 17,304 | $2.79M | 0.71% | −798−4.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 17,290 | $2.79M | 0.32% | −842−4.6% | Reduced |
| Arvest Trust Co N A | 17,287 | $2.79M | 0.19% | +6,355+58.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 17,280 | $2.79M | 0.02% | +17,280 | New |
| Allworth Financial LP | 16,956 | $2.74M | 0.03% | +458+2.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,931 | $2.73M | 2.12% | +190+1.1% | Added |
| DHJJ Financial Advisors, Ltd. | 16,905 | $2.73M | 1.59% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 16,876 | $2.73M | 1.04% | −250−1.5% | Reduced |
| Miller Investment Management, LP | 16,859 | $2.72M | 0.57% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 16,830 | $2.72M | 2.21% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 16,791 | $2.71M | 0.21% | −497−2.9% | Reduced |
| Pavion Blue Capital, LLC | 16,786 | $2.71M | 1.95% | −167−1.0% | Reduced |
| Wharton Business Group, LLC | 16,788 | $2.71M | 0.18% | +355+2.2% | Added |
| Avitas Wealth Management LLC | 16,781 | $2.71M | 0.62% | +5,678+51.1% | Added |