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
Bank of Hawaii	7,273	$1.24M	0.07%	–	–
Clayton Partners LLC	7,277	$1.24M	1.20%	–	–
Dynamic Advisor Solutions LLC	7,312	$1.24M	0.12%	–	–
Eldridge Investment Advisors, Inc.	7,351	$1.25M	0.48%	–	–
AIMZ Investment Advisors, LLC	7,375	$1.25M	0.61%	–	–
Constitution Capital LLC	7,385	$1.25M	0.83%	–	–
Washburn Capital Management, Inc.	7,405	$1.26M	0.85%	–	–
AdvisorNet Financial, Inc	7,410	$1.26M	0.09%	–	–
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	7,418	$1.26M	0.10%	–	–
Strategic Wealth Partners, Ltd.	7,418	$1.26M	0.50%	–	–
Founders Financial Alliance, LLC	6,160	$1.27M	0.62%	–	–
Chatham Capital Group, Inc.	7,465	$1.27M	0.27%	–	–
ACG Wealth	7,487	$1.27M	0.17%	–	–
Zions Bancorporation, N.A.	7,513	$1.28M	0.14%	–	–
DAGCO, Inc.	7,596	$1.29M	0.64%	–	–
Payden & Rygel	7,600	$1.29M	0.06%	–	–
Symmetry Partners, LLC	7,625	$1.30M	0.09%	–	–
Dividend Assets Capital, LLC	7,648	$1.30M	0.25%	–	–
Veriti Management LLC	7,649	$1.30M	0.35%	–	–
Tradewinds Capital Management, LLC	7,656	$1.30M	0.26%	–	–
Cardan Capital Partners, LLC	7,671	$1.30M	0.16%	–	–
SevenBridge Financial Group, LLC	7,678	$1.30M	0.47%	–	–
Patton Albertson Miller Group, LLC	7,720	$1.31M	0.32%	–	–
First Financial Bank - Trust Division	7,749	$1.32M	0.15%	–	–
Bigelow Investment Advisors, LLC	7,788	$1.32M	0.67%	–	–
Aevitas Wealth Management, Inc.	7,845	$1.33M	0.93%	–	–
Burleson & Company, LLC	7,849	$1.33M	0.22%	–	–
Standard Family Office LLC	7,857	$1.34M	0.32%	–	–
Lincoln Capital LLC	7,870	$1.34M	0.42%	–	–
AIA Group Ltd	7,890	$1.34M	0.19%	–	–
Adams Chetwood Wealth Management LLC	7,926	$1.35M	1.03%	–	–
Clearstead Advisors, LLC	7,953	$1.35M	0.11%	–	–
Highland Capital Management, LLC	7,951	$1.35M	0.08%	–	–
Northstar Advisory Group, LLC	7,991	$1.36M	1.04%	–	–
V Wealth Advisors LLC	7,997	$1.36M	0.25%	–	–
Gladstone Institutional Advisory LLC	7,995	$1.36M	0.21%	–	–
Baldwin Brothers Inc	8,002	$1.36M	0.16%	–	–
Supplemental Annuity Collective Trust of NJ	8,000	$1.36M	0.47%	–	–
Sovarnum Capital L.P.	8,000	$1.36M	1.03%	–	–
Castellan Group, LLC	8,075	$1.37M	0.73%	–	–
Spears Abacus Advisors LLC	8,086	$1.38M	0.11%	–	–
Coastal Investment Advisors, Inc.	8,195	$1.39M	0.37%	–	–
Schnieders Capital Management LLC	8,225	$1.40M	0.42%	–	–
WT Wealth Management	8,240	$1.40M	0.65%	–	–
Guardian Capital Advisors LP	7,955	$1.40M	0.16%	–	–
Virtue Capital Management, LLC	8,262	$1.40M	0.33%	–	–
Venture Visionary Partners LLC	8,262	$1.40M	0.12%	–	–
Duff & Phelps Investment Management Co	8,330	$1.42M	0.02%	–	–
Financial Advocates Investment Management	8,399	$1.43M	0.11%	–	–
Williams Jones Wealth Management, LLC.	8,411	$1.43M	0.02%	–	–
CWM, LLC	6,901	$1.44M	0.01%	–	–
JBJ Investment Partners, LLC	8,458	$1.44M	0.31%	–	–
Arkadios Wealth Advisors	8,489	$1.44M	0.24%	–	–
Icon Advisers Inc	8,500	$1.45M	0.23%	–	–
Bridgewater Associates, LP	8,501	$1.45M	0.01%	–	–
United Bank	8,539	$1.45M	0.20%	–	–
Nwam LLC	8,557	$1.46M	0.15%	–	–
Mark Sheptoff Financial Planning, LLC	8,577	$1.46M	0.84%	–	–
JustInvest LLC	8,609	$1.46M	0.22%	–	–
Game Creek Capital, LP	8,625	$1.47M	0.87%	–	–
SOA Wealth Advisors, LLC.	8,635	$1.47M	0.41%	–	–
Integrated Wealth Concepts LLC	8,659	$1.47M	0.06%	–	–
Hancock Whitney Corp	8,728	$1.48M	0.05%	–	–
Cypress Capital, LLC	8,753	$1.49M	0.61%	–	–
Raab & Moskowitz Asset Management LLC	8,767	$1.49M	0.58%	–	–
HawsGoodwin Investment Management LLC	8,783	$1.49M	0.48%	–	–
Tokio Marine Asset Management Co Ltd	8,799	$1.50M	0.15%	–	–
Alpha Omega Wealth Management LLC	8,827	$1.50M	0.26%	–	–
First United Bank Trust	8,885	$1.51M	0.65%	–	–
Meridian Wealth Management, LLC	8,916	$1.52M	0.22%	–	–
Security National Trust Co	8,935	$1.52M	0.36%	–	–
Keystone Financial Group	8,960	$1.52M	0.30%	–	–
Keeler Thomas Management LLC	8,976	$1.52M	0.80%	–	–
Resources Investment Advisors, LLC.	9,002	$1.53M	0.07%	–	–
CPWM, LLC	9,011	$1.53M	0.13%	–	–
Mutual Advisors, LLC	9,088	$1.54M	0.11%	–	–
Shulman DeMeo Asset Management LLC	9,153	$1.56M	0.42%	–	–
Soltis Investment Advisors LLC	9,170	$1.56M	0.28%	–	–
Vivid Financial Management, Inc.	9,173	$1.56M	0.72%	–	–
Ashton Thomas Private Wealth, LLC	9,259	$1.57M	0.27%	–	–
Ellsworth Advisors, LLC	9,257	$1.57M	0.95%	–	–
Range Financial Group LLC	9,279	$1.58M	1.43%	–	–
Jefferies Group LLC	9,285	$1.58M	0.04%	–	–
Pacific Global Investment Management CO	9,287	$1.58M	0.33%	–	–
Investors Research Corp	9,314	$1.58M	0.60%	–	–
Gratus Capital LLC	9,360	$1.59M	0.19%	–	–
Financial Architects, Inc	9,396	$1.60M	0.25%	–	–
Cunning Capital Partners, LP	9,400	$1.60M	1.03%	–	–
IFP Advisors, Inc	9,451	$1.61M	0.03%	–	–
Fulcrum Asset Management LLP	–	$1.61M	1.03%	–	–
SNS Financial Group, LLC	9,491	$1.61M	0.23%	–	–
Financial Consulate, Inc	9,486	$1.61M	0.65%	–	–
Transcend Wealth Collective, LLC	9,522	$1.62M	0.19%	–	–
Meiji Yasuda Life Insurance Co	9,568	$1.63M	0.03%	–	–
Coastline Trust Co	9,625	$1.64M	0.21%	–	–
Werlinich Asset Management, LLC	9,645	$1.64M	1.44%	–	–
Kovitz Investment Group Partners, LLC	9,660	$1.64M	0.04%	–	–
Banco Santander, S.A.	9,693	$1.65M	0.01%	–	–
Modus Advisors, LLC	9,693	$1.65M	0.76%	–	–
Moneywise, Inc.	9,713	$1.65M	1.11%	–	–