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 |
|---|---|---|---|---|---|
| PFG Advisors | 16,722 | $2.70M | 0.31% | −386−2.3% | Reduced |
| Meritage Portfolio Management | 16,643 | $2.69M | 0.22% | +993+6.3% | Added |
| Legacy CG, LLC | 16,635 | $2.69M | 1.77% | +346+2.1% | Added |
| Radnor Capital Management, LLC | 16,480 | $2.66M | 0.77% | +300+1.9% | Added |
| Sunbelt Securities, Inc. | 16,432 | $2.65M | 0.56% | +290+1.8% | Added |
| Smith, Salley & Associates | 16,376 | $2.65M | 0.25% | +205+1.3% | Added |
| Moody National Bank Trust Division | 16,287 | $2.63M | 0.27% | +1,951+13.6% | Added |
| Searle & Co. | 16,250 | $2.63M | 1.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 16,213 | $2.62M | 0.16% | +2,395+17.3% | Added |
| Great Valley Advisor Group, Inc. | 16,155 | $2.61M | 0.15% | +54+0.3% | Added |
| Sculati Wealth Management, LLC | 16,150 | $2.61M | 1.54% | +98+0.6% | Added |
| Auxier Asset Management | 16,110 | $2.60M | 0.50% | +20.0% | Added |
| New England Research & Management, Inc. | 16,062 | $2.60M | 1.63% | −805−4.8% | Reduced |
| Shorepoint Capital Partners LLC | 16,056 | $2.59M | 1.24% | +458+2.9% | Added |
| South State Corp. | 15,981 | $2.58M | 0.26% | −160−1.0% | Reduced |
| EP Wealth Advisors, LLC | 15,934 | $2.57M | 0.06% | +5,092+47.0% | Added |
| Rehmann Capital Advisory Group | 15,857 | $2.56M | 0.28% | +328+2.1% | Added |
| Silvercrest Asset Management Group LLC | 15,795 | $2.55M | 0.02% | +10.0% | Added |
| Monarch Capital Management Inc | 15,689 | $2.53M | 0.83% | +330+2.1% | Added |
| Patrick Mauro Investment Advisor, INC. | 15,613 | $2.52M | 1.82% | +15,613 | New |
| Redpoint Investment Management Pty Ltd | 15,518 | $2.51M | 0.37% | −3,020−16.3% | Reduced |
| Charter Research & Investment Group, Inc. | 15,505 | $2.50M | 2.53% | +76+0.5% | Added |
| Jacobi Capital Management LLC | 15,504 | $2.50M | 0.34% | +50+0.3% | Added |
| Hussman Strategic Advisors, Inc. | 15,500 | $2.50M | 0.43% | +9,300+150.0% | Added |
| Zullo Investment Group, Inc. | 15,491 | $2.50M | 1.62% | +109+0.7% | Added |
| Camden Capital, LLC | 15,433 | $2.49M | 0.58% | +1,885+13.9% | Added |
| Harbour Investment Management LLC | 15,189 | $2.45M | 1.54% | −25−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 15,191 | $2.45M | 0.08% | +1,001+7.1% | Added |
| Brooks, Moore & Associates, Inc. | 15,160 | $2.45M | 1.98% | −139−0.9% | Reduced |
| IFP Advisors, Inc | 19,924 | $2.45M | 0.07% | +1,058+5.6% | Added |
| Northcape Wealth Management, LLC | 15,118 | $2.44M | 0.87% | +88+0.6% | Added |
| Canandaigua National Corp | 15,118 | $2.44M | 0.43% | +112+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 15,079 | $2.44M | 0.10% | +1,358+9.9% | Added |
| Mechanics Bank Trust Department | 15,075 | $2.44M | 0.46% | +221+1.5% | Added |
| Shoker Investment Counsel, Inc. | 15,057 | $2.43M | 1.27% | +580+4.0% | Added |
| Schnieders Capital Management LLC | 15,049 | $2.43M | 0.64% | +1,835+13.9% | Added |
| Lincoln National Corp | 15,032 | $2.43M | 0.06% | +65+0.4% | Added |
| Meiji Yasuda Life Insurance Co | 14,971 | $2.42M | 0.05% | +1,929+14.8% | Added |
| Bonness Enterprises Inc | 14,950 | $2.42M | 1.28% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 14,944 | $2.41M | 0.15% | +643+4.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 14,898 | $2.41M | 0.15% | +5,728+62.5% | Added |
| Exeter Financial, LLC | 14,864 | $2.40M | 1.39% | +327+2.2% | Added |
| Laffer Tengler Investments | 14,794 | $2.39M | 0.88% | +1,577+11.9% | Added |
| Cohen Investment Advisors LLC | 14,594 | $2.36M | 2.17% | −144−1.0% | Reduced |
| Truvestments Capital LLC | 14,590 | $2.36M | 1.49% | +691+5.0% | Added |
| United Asset Strategies, Inc. | 14,550 | $2.35M | 0.36% | +214+1.5% | Added |
| Ballentine Partners, LLC | 14,498 | $2.34M | 0.08% | +921+6.8% | Added |
| Trust Co of Toledo NA | 14,451 | $2.33M | 0.45% | −36−0.2% | Reduced |
| Alta Capital Management LLC | 14,448 | $2.33M | 0.18% | −2,858−16.5% | Reduced |
| Advisory Services & Investments, LLC | 14,405 | $2.33M | 2.46% | +28+0.2% | Added |
| Capital Investment Advisory Services, LLC | 14,355 | $2.32M | 0.30% | +318+2.3% | Added |
| KMG Fiduciary Partners, LLC | 14,318 | $2.31M | 0.45% | +1,130+8.6% | Added |
| Aull & Monroe Investment Management Corp | 14,296 | $2.31M | 1.27% | −500−3.4% | Reduced |
| Skylands Capital, LLC | 14,280 | $2.31M | 0.38% | −4,200−22.7% | Reduced |
| Stonebridge Capital Advisors LLC | 14,267 | $2.31M | 0.30% | −155−1.1% | Reduced |
| BTC Capital Management, Inc. | 14,168 | $2.29M | 0.30% | +2,159+18.0% | Added |
| Rockland Trust Co | 14,169 | $2.29M | 0.16% | +32+0.2% | Added |
| Paradigm Asset Management Co LLC | 14,074 | $2.27M | 0.76% | −100−0.7% | Reduced |
| Garner Asset Management Corp | 14,061 | $2.27M | 1.21% | −861−5.8% | Reduced |
| Ally Financial Inc. | 14,000 | $2.26M | 0.37% | 00.0% | Unchanged |
| American Portfolios Advisors | 14,001 | $2.26M | 0.10% | −3,398−19.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 13,992 | $2.26M | 1.67% | +73+0.5% | Added |
| Douglass Winthrop Advisors, LLC | 13,963 | $2.26M | 0.07% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 13,907 | $2.25M | 0.09% | −43−0.3% | Reduced |
| Graham Capital Management, L.P. | 13,876 | $2.24M | 0.10% | +13,876 | New |
| Pinnacle Wealth Management Group, Inc. | 13,838 | $2.23M | 1.97% | −397−2.8% | Reduced |
| Hunter Associates Investment Management LLC | 13,832 | $2.23M | 0.58% | +1,650+13.5% | Added |
| Horst & Graben Wealth Management LLC | 13,745 | $2.22M | 0.63% | +10+0.1% | Added |
| Wakefield Asset Management LLLP | 13,722 | $2.22M | 1.02% | −158−1.1% | Reduced |
| BFSG, LLC | 13,704 | $2.21M | 0.47% | +8+0.1% | Added |
| Wetherby Asset Management Inc | 13,606 | $2.20M | 0.16% | −1,210−8.2% | Reduced |
| Waller Financial Planning Group, Inc | 13,594 | $2.20M | 0.67% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 13,547 | $2.19M | 0.78% | +60+0.4% | Added |
| Bristlecone Advisors, LLC | 13,496 | $2.18M | 0.28% | +61+0.5% | Added |
| Chatham Capital Group, Inc. | 13,426 | $2.17M | 0.53% | +2,530+23.2% | Added |
| Cypress Capital Group | 13,422 | $2.17M | 0.36% | +107+0.8% | Added |
| Tealwood Asset Management Inc | 13,399 | $2.17M | 1.17% | −142−1.0% | Reduced |
| Bailard, Inc. | 13,405 | $2.17M | 0.09% | +21+0.2% | Added |
| Veriti Management LLC | 13,397 | $2.16M | 0.32% | +182+1.4% | Added |
| Mengis Capital Management, Inc. | 13,374 | $2.16M | 0.51% | −1,672−11.1% | Reduced |
| Greenleaf Trust | 13,329 | $2.15M | 0.03% | +2,549+23.6% | Added |
| GHP Investment Advisors, Inc. | 13,315 | $2.15M | 0.17% | +501+3.9% | Added |
| Addison Capital Co | 13,255 | $2.14M | 1.32% | +27+0.2% | Added |
| Pinkerton Retirement Specialists, LLC | 13,245 | $2.14M | 0.82% | −1,609−10.8% | Reduced |
| Cordatus Wealth Management LLC | 13,202 | $2.13M | 2.25% | +262+2.0% | Added |
| Wesbanco Bank Inc | 13,192 | $2.13M | 0.14% | −49,031−78.8% | Reduced |
| Trust Co of Vermont | 13,179 | $2.13M | 0.17% | +1,017+8.4% | Added |
| Institute for Wealth Management, LLC. | 13,131 | $2.12M | 0.48% | −16−0.1% | Reduced |
| Arrow Financial Corp | 13,113 | $2.12M | 0.31% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 13,043 | $2.11M | 0.75% | +269+2.1% | Added |
| AMG National Trust Bank | 13,041 | $2.11M | 0.08% | +4,651+55.4% | Added |
| Stone Point Wealth LLC | 12,941 | $2.09M | 1.28% | +305+2.4% | Added |
| Chicago Trust Co NA | 12,888 | $2.08M | 0.54% | −402−3.0% | Reduced |
| Avidian Wealth Solutions, LLC | 12,846 | $2.08M | 0.15% | −101−0.8% | Reduced |
| Globeflex Capital L P | 12,828 | $2.07M | 0.36% | +12,828 | New |
| Cooke & Bieler LP | 12,790 | $2.07M | 0.02% | −400−3.0% | Reduced |
| Forte Capital LLC | 12,777 | $2.06M | 0.37% | −343−2.6% | Reduced |
| Phoenix Holdings Ltd. | 12,237 | $2.06M | 0.05% | +668+5.8% | Added |
| Wimmer Associates 1, LLC | 12,206 | $2.05M | 1.36% | −1,393−10.2% | Reduced |
| Bogart Wealth, LLC | 12,657 | $2.04M | 0.17% | +12,450+6,014.5% | Added |