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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, 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
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ1 2021: $84.2B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Perspectives, Inc49,807$2930.01%––
Sofos Investments, Inc.2$3280.01%––
Transamerica Financial Advisors, Inc.4$1.00K0.02%––
KB Financial Partners, LLC8$1.00K0.00%––
Thomas J. Herzfeld Advisors, Inc.11$2.00K0.00%––
Ironwood Financial, llc10$2.00K0.00%––
Solstein Capital, LLC9$2.00K0.00%––
Fiduciary Planning LLC11$2.00K0.00%––
Advanced Research Investment Solutions, LLC12$2.00K0.00%––
Globeflex Capital L P16$3.00K0.00%––
Atwood & Palmer Inc16$3.00K0.00%––
Cranbrook Wealth Management, LLC16$3.00K0.00%––
Column Capital Advisors, LLC26$4.00K0.00%––
Lowe Wealth Advisors, LLC25$4.00K0.00%––
Lloyd Advisory Services, LLC.26$4.00K0.00%––
Filbrandt Wealth Management, LLC21$4.00K0.00%––
Wealth Advisory Solutions, LLC25,383$4.00K0.00%––
Alpha DNA Investment Management LLC25$4.00K0.00%––
Flagship Private Wealth, LLC25$4.30K0.00%––
Eukles Asset Management30$5.00K0.00%––
Financial Enhancement Group LLC30$5.00K0.00%––
Core Wealth Advisors, Inc.31$5.00K0.00%––
CSat Investment Advisory, L.P.33$6.00K0.01%––
JFS Wealth Advisors, LLC36$6.00K0.00%––
Altshuler Shaham Ltd41$7.00K0.00%––
Winch Advisory Services, LLC41$7.00K0.00%––
HighMark Wealth Management LLC40$7.00K0.01%––
Endurance Wealth Management, Inc.50$8.00K0.00%––
USA Financial Portformulas Corp50$8.00K0.01%––
QVR LLC49$8.00K0.17%––
Hoey Investments, Inc45$8.00K0.00%––
Hoese & Co LLP48$8.00K0.01%––
Ritter Daniher Financial Advisory, LLC50$8.00K0.01%––
Cedar Mountain Advisors, LLC51$9.00K0.00%––
Better Money Decisions, LLC50$9.00K0.01%––
Rocky Mountain Advisers, LLC60$10.0K0.01%––
Centerpoint Advisors, LLC60$10.0K0.01%––
Disciplined Investments, LLC58$10.0K0.01%––
Ashburton (Jersey) Ltd62$11.0K0.01%––
Elmwood Wealth Management, Inc.68$12.0K0.01%––
Savior LLC70$12.0K0.01%––
Tortoise Investment Management, LLC76$13.0K0.00%––
Moser Wealth Advisors, LLC79$13.0K0.01%––
Halpern Financial, Inc.82$13.9K0.01%––
James Investment Research Inc81$14.0K0.00%––
Sage Private Wealth Group, LLC80$14.0K0.02%––
JJJ Advisors Inc.94$16.0K0.01%––
AllSquare Wealth Management LLC100$17.0K0.01%––
Grant Street Asset Management, Inc.100$17.0K0.01%––
FormulaFolio Investments, LLC85$18.0K0.01%––
Moisand Fitzgerald Tamayo, LLC107$18.0K0.01%––
Red Cedar Capital, LLC108$18.0K0.01%––
Carolina Wealth Advisors, LLC108$18.0K0.01%––
Pacific Center for Financial Services114$19.0K0.01%––
St. Johns Investment Management Company, LLC118$20.0K0.01%––
Enterprise Trust & Investment Co117$20.0K0.01%––
Resolute Partners Group193$20.0K0.00%––
Valley Brook Capital Group120$20.0K0.02%––
Ten Capital Wealth Advisors, LLC128$21.0K0.01%––
Bogart Wealth, LLC134$23.0K0.00%––
Johnson Midwest Financial, LLC135$23.0K0.02%––
Evolution Wealth Advisors, LLC133$23.0K0.01%––
Kelly Financial Services LLC136$23.1K0.01%––
Howe & Rusling Inc139$24.0K0.00%––
Brand Asset Management Group, Inc.142$24.0K0.01%––
Arcadia Investment Management Corp150$25.0K0.01%––
AlphaMark Advisors, LLC150$25.0K0.01%––
Simplex Trading, LLC150$25.0K0.00%––
Wealthcare Capital Management LLC147$25.0K0.00%––
MCF Advisors LLC149$25.0K0.00%––
IMA Wealth, Inc.154$26.0K0.01%––
Cordasco Financial Network155$26.0K0.02%––
BDO Wealth Advisors, LLC155$26.0K0.00%––
Hoover Financial Advisors, Inc.128$27.0K0.01%––
Walled Lake Planning & Wealth Management, LLC167$28.0K0.02%––
RPG Investment Advisory, LLC175$30.0K0.01%––
Duncker Streett & Co Inc185$31.0K0.01%––
Westside Investment Management, Inc.183$31.0K0.00%––
Front Row Advisors LLC189$32.0K0.02%––
University of Texas/Texas Am Investment Managment Co200$34.0K0.02%––
West Financial Advisors, LLC200$34.0K0.01%––
D'Orazio & Associates, Inc.208$35.0K0.01%––
Rockbridge Investment Management, LCC204$35.0K0.01%––
American Research & Management Co.212$36.0K0.01%––
McCarthy Asset Management, Inc.210$36.0K0.03%––
HC Financial Advisors Inc215$37.0K0.02%––
West Oak Capital, LLC227$39.0K0.02%––
Migdal Insurance & Financial Holdings Ltd.232$39.0K0.00%––
Prestige Wealth Management Group LLC240$40.0K0.01%––
Annapolis Financial Services, LLC247$42.0K0.02%––
Healthcare of Ontario Pension Plan Trust Fund255$43.0K0.00%––
Charter Oak Capital Management, LLC257$44.0K0.01%––
Robbins Farley LLC202$44.0K0.04%––
M&R Capital Management Inc267$45.0K0.01%––
BerganKDV Wealth Management, LLC272$46.0K0.01%––
Providence Capital Advisors, LLC268$46.0K0.02%––
RWM Asset Management, LLC273$46.0K0.01%––
Piscataqua Savings Bank268$46.0K0.04%––
Perennial Advisors, LLC275$47.0K0.01%––
Monetary Management Group Inc281$48.0K0.02%––