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
Ascension Asset Management LLC	9,720	$1.65M	1.16%	–	–
TrimTabs Asset Management, LLC	9,887	$1.66M	0.85%	–	–
O'Shaughnessy Asset Management, LLC	9,775	$1.66M	0.04%	–	–
Wolff Wiese Magana LLC	9,801	$1.67M	1.30%	–	–
ForthRight Wealth Management, LLC	9,834	$1.67M	1.13%	–	–
Longfellow Investment Management Co LLC	9,854	$1.68M	0.20%	–	–
Ethic Inc.	9,877	$1.68M	0.30%	–	–
Shepherd Kaplan Krochuk, LLC	9,898	$1.68M	0.66%	–	–
Aberdeen Wealth Management LLC	9,963	$1.69M	1.35%	–	–
Profund Advisors LLC	9,976	$1.70M	0.07%	–	–
Stanley-Laman Group, Ltd.	9,989	$1.70M	0.28%	–	–
Gabelli Funds LLC	10,000	$1.70M	0.01%	–	–
American Assets Investment Management, LLC	10,000	$1.70M	0.23%	–	–
True North Advisors, LLC	10,040	$1.71M	0.40%	–	–
Moloney Securities Asset Management, LLC	10,073	$1.71M	0.34%	–	–
FORA Capital, LLC	10,079	$1.71M	0.56%	–	–
Moneta Group Investment Advisors LLC	10,095	$1.72M	0.09%	–	–
Old National Bancorp	10,104	$1.72M	0.07%	–	–
Ameritas Investment Partners, Inc.	10,110	$1.72M	0.07%	–	–
Convergence Investment Partners, LLC	10,105	$1.72M	0.79%	–	–
Wetherby Asset Management Inc	10,139	$1.72M	0.13%	–	–
Monarch Capital Management Inc	10,209	$1.74M	0.51%	–	–
Townsend & Associates, Inc	10,213	$1.74M	1.13%	–	–
NVWM, LLC	10,289	$1.75M	0.69%	–	–
BKD Wealth Advisors, LLC	10,296	$1.75M	0.09%	–	–
Keystone Financial Planning, Inc.	10,315	$1.75M	0.65%	–	–
Illinois Municipal Retirement Fund	10,407	$1.77M	0.08%	–	–
Bessemer Group Inc	10,427	$1.77M	0.00%	–	–
Cantor Fitzgerald Investment Adviser L.P.	10,567	$1.78M	0.25%	–	–
Edmp, Inc.	10,626	$1.81M	1.91%	–	–
Logan Capital Management Inc	10,678	$1.81M	0.09%	–	–
Ballentine Partners, LLC	10,683	$1.82M	0.07%	–	–
AlphaCrest Capital Management LLC	10,700	$1.82M	0.10%	–	–
Shelton Capital Management	10,738	$1.83M	0.06%	–	–
Taylor Hoffman Wealth Management	10,750	$1.83M	0.84%	–	–
Saturna Capital CORP	10,802	$1.84M	0.04%	–	–
Forte Capital LLC	10,850	$1.84M	0.28%	–	–
Bank Hapoalim BM	10,863	$1.85M	0.23%	–	–
Trust Co of Vermont	10,904	$1.85M	0.14%	–	–
ProVise Management Group, LLC	10,910	$1.85M	0.20%	–	–
Rossmore Private Capital	10,911	$1.85M	0.35%	–	–
Carroll Financial Associates, Inc.	10,935	$1.86M	0.11%	–	–
Gofen & Glossberg LLC	10,959	$1.86M	0.05%	–	–
Human Investing LLC	10,971	$1.86M	0.48%	–	–
American Portfolios Advisors	10,992	$1.87M	0.08%	–	–
R.H. Dinel Investment Counsel, Inc.	11,000	$1.87M	1.43%	–	–
Court Place Advisors, LLC	11,021	$1.87M	0.58%	–	–
Godshalk Welsh Capital Management, Inc.	11,130	$1.89M	1.32%	–	–
Kiley Juergens Wealth Management, LLC	11,163	$1.90M	0.99%	–	–
AMG National Trust Bank	11,176	$1.90M	0.06%	–	–
Carnegie Capital Asset Management, LLC	11,282	$1.91M	0.08%	–	–
Eudaimonia Partners, LLC	11,276	$1.92M	0.40%	–	–
Mechanics Bank Trust Department	11,281	$1.92M	0.33%	–	–
KMG Fiduciary Partners, LLC	11,286	$1.92M	0.37%	–	–
Gamble Jones Investment Counsel	11,378	$1.93M	0.13%	–	–
Norway Savings Bank	11,396	$1.94M	1.02%	–	–
Cornerstone Wealth Management, LLC	11,415	$1.94M	0.23%	–	–
Lido Advisors, LLC	11,422	$1.94M	0.06%	–	–
Bridges Investment Management Inc	11,437	$1.94M	0.06%	–	–
IndexIQ Advisors LLC	11,465	$1.95M	0.07%	–	–
JGP Wealth Management, LLC	11,478	$1.95M	0.44%	–	–
Capital Fund Management S.A.	11,485	$1.95M	0.07%	–	–
Managed Account Services Inc	11,509	$1.96M	0.51%	–	–
Homrich & Berg	11,512	$1.96M	0.05%	–	–
JLB & Associates Inc	11,570	$1.97M	0.32%	–	–
Marietta Wealth Management, LLC	11,589	$1.97M	0.49%	–	–
Sandy Spring Bank	11,592	$1.97M	0.11%	–	–
Simmons Bank	11,604	$1.97M	0.15%	–	–
Truvestments Capital LLC	11,609	$1.97M	1.11%	–	–
Bank of the West	11,648	$1.98M	0.22%	–	–
Smith, Salley & Associates	11,727	$1.99M	0.18%	–	–
Snowden Capital Advisors LLC	11,732	$1.99M	0.11%	–	–
Spire Wealth Management	16,507	$2.00M	0.05%	–	–
Arrow Financial Corp	11,788	$2.00M	0.27%	–	–
Clear Street Markets LLC	11,800	$2.01M	0.59%	–	–
Gifford Fong Associates	11,800	$2.01M	0.43%	–	–
Howland Capital Management LLC	11,808	$2.01M	0.11%	–	–
GHP Investment Advisors, Inc.	11,845	$2.01M	0.17%	–	–
Central Trust Co	11,963	$2.03M	0.08%	–	–
Shorepoint Capital Partners LLC	11,960	$2.03M	1.09%	–	–
BBVA USA Bancshares, Inc.	12,147	$2.06M	0.10%	–	–
Altium Wealth Management LLC	12,156	$2.07M	0.17%	–	–
Granite Investment Partners, LLC	12,193	$2.07M	0.07%	–	–
Am Investment Strategies LLC	12,206	$2.08M	0.58%	–	–
Pathstone Family Office, LLC	12,287	$2.09M	0.07%	–	–
Fulton Bank, N.A.	12,364	$2.10M	0.11%	–	–
Neville Rodie & Shaw Inc	12,377	$2.10M	0.17%	–	–
Hutner Capital Management Inc	12,396	$2.11M	1.38%	–	–
Horizon Investments, LLC	12,408	$2.11M	0.08%	–	–
Cresset Asset Management, LLC	12,408	$2.11M	0.03%	–	–
EP Wealth Advisors, LLC	12,439	$2.12M	0.07%	–	–
Excalibur Management Corp	12,453	$2.12M	1.04%	–	–
Atlas Principals, LLC	12,500	$2.13M	1.94%	–	–
Laffer Tengler Investments	12,514	$2.13M	0.81%	–	–
Hodges Capital Management Inc.	12,587	$2.14M	0.30%	–	–
CAPROCK Group, Inc.	12,682	$2.16M	0.24%	–	–
Foster Victor Wealth Advisors, LLC	12,031	$2.16M	0.40%	–	–
Benedetti & Gucer, Inc.	12,714	$2.16M	1.99%	–	–
Hilltop Holdings Inc.	12,735	$2.17M	0.28%	–	–
Great Valley Advisor Group, Inc.	12,760	$2.17M	0.21%	–	–