United Parcel Service Inc

UPS

Exchange: NYSE
Industry: Trucking & Courier Services (No Air)
SEC CIK: 0001090727

SEC filings (opens in a new tab)

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, Q1 2021

Institutional positions in United Parcel Service Inc as of Mar 31, 2021. 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: 1,966; No complete 13F data for Q4 2020
Shares held: 495.4M; No complete 13F data for Q4 2020
Total value: $84.2B; No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,966 institutions

Value heldQ1 2021: $84.2B

Institutions holding UPS and their total value by quarter
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, Q1 2021

Shares, value and share of portfolio for each institution holding United Parcel Service Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding UPS in Q1 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Vanguard Group Inc	62,704,993	$10.7B	0.29%	–	–
BlackRock Inc.	54,027,742	$9.18B	0.27%	–	–
State Street Corp	29,631,069	$5.04B	0.29%	–	–
FMR LLC	18,899,893	$3.21B	0.27%	–	–
Bank of America Corp	17,270,834	$2.94B	0.35%	–	–
Price T Rowe Associates Inc	16,094,970	$2.74B	0.27%	–	–
Clearbridge Investments, LLC	10,852,978	$1.84B	1.38%	–	–
Geode Capital Management, LLC	10,532,928	$1.79B	0.27%	–	–
Northern Trust Corp	8,997,213	$1.53B	0.28%	–	–
Wellington Management Group LLP	8,754,508	$1.49B	0.26%	–	–
Franklin Resources Inc	8,498,237	$1.44B	0.59%	–	–
Wells Fargo & Company	8,338,154	$1.42B	0.33%	–	–
Invesco Ltd.	8,065,272	$1.37B	0.37%	–	–
JPMorgan Chase & Co	7,738,149	$1.32B	0.19%	–	–
Bank of New York Mellon Corp	7,175,190	$1.22B	0.25%	–	–
Norges Bank	6,583,590	$1.12B	0.26%	–	–
Ameriprise Financial Inc	6,546,120	$1.11B	0.37%	–	–
Massachusetts Financial Services Co	6,328,580	$1.08B	0.33%	–	–
Janus Henderson Group PLC	6,101,793	$1.04B	0.47%	–	–
UBS Group AG	5,570,651	$947.0M	0.42%	–	–
Nuveen Asset Management, LLC	4,936,442	$839.1M	0.27%	–	–
Legal & General Group Plc	4,299,969	$731.0M	0.27%	–	–
Capital Research Global Investors	3,976,713	$676.0M	0.17%	–	–
Royal Bank of Canada	3,837,214	$652.3M	0.20%	–	–
Capital World Investors	3,394,629	$577.1M	0.11%	–	–
Charles Schwab Investment Management Inc	3,200,937	$544.1M	0.20%	–	–
Primecap Management Co	3,075,543	$522.8M	0.36%	–	–
Sumitomo Mitsui Trust Holdings, Inc.	3,060,124	$520.2M	0.33%	–	–
Goldman Sachs Group Inc	2,996,547	$509.4M	0.15%	–	–
Amundi Asset Management US, Inc.	2,919,182	$496.2M	0.38%	–	–
Gates Foundation TrustSuperinvestorGates Foundation Trust	2,801,790	$476.3M	2.27%	–	–
Swiss National Bank	2,750,504	$467.6M	0.31%	–	–
UBS Asset Management Americas Inc	2,690,767	$457.4M	0.20%	–	–
Morgan Stanley	2,686,502	$456.7M	0.07%	–	–
Dimensional Fund Advisors LP	2,607,625	$443.3M	0.15%	–	–
FineMark National Bank & Trust	2,451,972	$416.8M	17.63%	–	–
Parametric Portfolio Associates LLC	2,209,484	$375.6M	0.22%	–	–
Raymond James & Associates	1,956,449	$332.6M	0.34%	–	–
Korea Investment CORP	1,929,724	$328.0M	1.04%	–	–
California Public Employees Retirement System	1,878,640	$319.4M	0.24%	–	–
First Trust Advisors LP	1,876,056	$318.9M	0.39%	–	–
American Century Companies Inc	1,817,921	$309.0M	0.23%	–	–
Eaton Vance Management	1,806,925	$307.2M	0.46%	–	–
London Co of Virginia	1,805,164	$306.9M	1.76%	–	–
Deutsche Bank AG	1,684,521	$286.4M	0.15%	–	–
Truist Financial Corp	1,623,691	$276.0M	0.48%	–	–
Credit Suisse AG	1,517,467	$258.0M	0.19%	–	–
Jensen Investment Management Inc	1,450,050	$246.5M	1.97%	–	–
The PNC Financial Services Group, Inc.	1,440,797	$244.9M	0.24%	–	–
New York State Common Retirement Fund	1,391,000	$236.5M	0.26%	–	–
California State Teachers Retirement System	1,346,516	$228.9M	0.30%	–	–
Stifel Financial Corp	1,279,475	$217.5M	0.36%	–	–
Rhumbline Advisers	1,245,170	$211.7M	0.29%	–	–
Schroder Investment Management Group	1,218,347	$207.1M	0.27%	–	–
Two Sigma Investments, LP	1,182,039	$200.9M	0.61%	–	–
Victory Capital Management Inc	1,087,071	$184.8M	0.19%	–	–
HS Management Partners, LLC	1,052,504	$178.9M	5.28%	–	–
Alliancebernstein L.P.	1,037,629	$176.4M	0.08%	–	–
Mackenzie Financial Corp	998,881	$169.8M	0.26%	–	–
Manufacturers Life Insurance Company, The	979,040	$166.4M	0.14%	–	–
National Pension Service	970,323	$164.9M	0.35%	–	–
Robeco Institutional Asset Management B.V.	964,260	$163.9M	0.40%	–	–
Barclays PLC	942,254	$160.2M	0.15%	–	–
Prudential Financial Inc	930,812	$158.2M	0.24%	–	–
HighTower Advisors, LLC	922,730	$156.8M	0.50%	–	–
State Board of Administration of Florida Retirement System	901,269	$153.2M	0.30%	–	–
New York State Teachers Retirement System	898,909	$152.8M	0.33%	–	–
BBR Partners, LLC	891,061	$151.5M	12.44%	–	–
Citigroup Inc	880,175	$149.6M	0.14%	–	–
Principal Financial Group Inc	876,334	$149.0M	0.10%	–	–
Envestnet Asset Management Inc	854,085	$145.2M	0.09%	–	–
Adage Capital Partners GP, L.L.C.	797,000	$135.5M	0.28%	–	–
Two Sigma Advisers, LP	790,303	$134.3M	0.37%	–	–
HSBC Holdings PLC	784,673	$133.1M	0.18%	–	–
Bank of Montreal	762,272	$131.9M	0.09%	–	–
Biltmore Capital Advisors LLC	726,575	$123.5M	26.73%	–	–
Baird Financial Group, Inc.	719,991	$122.4M	0.34%	–	–
Cullen Capital Management LLC	691,618	$117.6M	1.27%	–	–
Sarasin & Partners LLP	688,129	$117.0M	1.38%	–	–
Raymond James Financial Services Advisors, Inc.	670,901	$114.1M	0.26%	–	–
Crawford Investment Counsel Inc	655,873	$111.5M	2.51%	–	–
Great West Life Assurance Co	597,523	$101.0M	0.25%	–	–
Millennium Management LLC	580,029	$98.6M	0.14%	–	–
Manchester Capital Management LLC	570,959	$97.1M	14.59%	–	–
Retirement Systems of Alabama	569,722	$96.8M	0.37%	–	–
LPL Financial LLC	565,779	$96.2M	0.11%	–	–
Clifford Swan Investment Counsel LLC	561,465	$95.4M	3.93%	–	–
Davenport & Co LLC	550,325	$93.5M	0.88%	–	–
Brandywine Global Investment Management, LLC	547,157	$93.0M	0.70%	–	–
Baillie Gifford & Co	541,662	$92.1M	0.05%	–	–
State of Tennessee, Treasury Department	529,917	$90.1M	0.37%	–	–
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	527,424	$89.6M	0.17%	–	–
Mitsubishi UFJ Trust & Banking Corp	527,319	$89.5M	0.20%	–	–
Janney Montgomery Scott LLC	522,507	$88.8M	0.43%	–	–
Boston Trust Walden Corp	517,972	$88.0M	0.85%	–	–
Voloridge Investment Management, LLC	501,216	$85.2M	0.62%	–	–
AQR Capital Management LLC	497,970	$84.0M	0.14%	–	–
Marathon Asset Management LLP	492,702	$83.8M	1.17%	–	–
Renaissance Technologies LLC	491,500	$83.5M	0.10%	–	–
Chevy Chase Trust Holdings, Inc.	485,719	$82.6M	0.29%	–	–