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
Graybill Bartz & Assoc Ltd	12,780	$2.17M	1.15%	–	–
Stonebridge Capital Advisors LLC	12,800	$2.18M	0.29%	–	–
Wealthspire Advisors, LLC	12,809	$2.18M	0.05%	–	–
Argent Trust Co	12,885	$2.19M	0.15%	–	–
Whittier Trust Co of Nevada Inc	12,929	$2.20M	0.10%	–	–
Harrington Investments, INC	12,948	$2.20M	1.38%	–	–
Slow Capital, Inc.	12,672	$2.20M	0.48%	–	–
Princeton Global Asset Management LLC	13,019	$2.21M	0.72%	–	–
NewSquare Capital LLC	13,038	$2.22M	0.29%	–	–
Global Wealth Management Investment Advisory, Inc.	13,037	$2.22M	0.80%	–	–
Brooks, Moore & Associates, Inc.	13,064	$2.22M	1.50%	–	–
Mitchell & Pahl Private Wealth, LLC	13,106	$2.23M	1.73%	–	–
Brookstone Capital Management	13,125	$2.23M	0.09%	–	–
Institute for Wealth Management, LLC.	13,142	$2.23M	0.43%	–	–
Harbour Investments, Inc.	13,155	$2.24M	0.08%	–	–
Ossiam	13,179	$2.24M	0.07%	–	–
Sterneck Capital Management, LLC	13,228	$2.25M	1.57%	–	–
SeaBridge Investment Advisors LLC	13,404	$2.28M	0.75%	–	–
Vestcor Inc	13,404	$2.28M	0.09%	–	–
Mengis Capital Management, Inc.	13,430	$2.28M	0.51%	–	–
Capital Insight Partners, LLC	13,447	$2.29M	0.56%	–	–
Trust Co of Kansas	13,445	$2.29M	1.50%	–	–
MACRO Consulting Group	13,467	$2.29M	1.24%	–	–
United Asset Strategies, Inc.	13,512	$2.30M	0.33%	–	–
GSB Wealth Management, LLC	13,571	$2.31M	0.77%	–	–
Access Financial Services, Inc.	13,573	$2.31M	1.08%	–	–
Jacobi Capital Management LLC	13,591	$2.31M	0.34%	–	–
Alps Advisors Inc	13,596	$2.31M	0.02%	–	–
SeaCrest Wealth Management, LLC	13,601	$2.31M	0.31%	–	–
Pegasus Partners Ltd.	13,630	$2.32M	0.51%	–	–
Douglass Winthrop Advisors, LLC	13,685	$2.33M	0.06%	–	–
Wimmer Associates 1, LLC	13,686	$2.33M	1.27%	–	–
Federated Hermes, Inc.	13,694	$2.33M	0.00%	–	–
Horst & Graben Wealth Management LLC	13,717	$2.33M	0.73%	–	–
Addison Capital Co	13,741	$2.34M	1.30%	–	–
Rockland Trust Co	13,757	$2.34M	0.17%	–	–
Van Eck Associates Corp	13,760	$2.34M	0.01%	–	–
Richard P Slaughter Associates Inc	13,782	$2.34M	0.97%	–	–
Parallel Advisors, LLC	13,795	$2.35M	0.11%	–	–
Pinnacle Wealth Management Advisory Group, LLC	13,800	$2.35M	0.66%	–	–
Garner Asset Management Corp	13,871	$2.36M	1.24%	–	–
BFSG, LLC	13,906	$2.36M	0.38%	–	–
Wakefield Asset Management LLLP	13,955	$2.37M	0.95%	–	–
Exencial Wealth Advisors, LLC	13,984	$2.38M	0.14%	–	–
Phoenix Wealth Advisors	13,972	$2.39M	1.86%	–	–
Flputnam Investment Management Co	14,098	$2.40M	0.11%	–	–
Carlton Hofferkamp & Jenks Wealth Management, LLC	12,352	$2.40M	1.07%	–	–
Loudon Investment Management, LLC	14,116	$2.40M	1.72%	–	–
Comerica Securities,inc.	14,128	$2.40M	0.18%	–	–
Trust Co of Toledo NA	14,202	$2.41M	0.44%	–	–
Corient Capital Partners, LLC	14,288	$2.43M	0.21%	–	–
Patriot Investment Management Inc.	14,316	$2.43M	0.24%	–	–
Avantax Planning Partners, Inc.	14,401	$2.45M	0.13%	–	–
Dean Investment Associates, LLC	14,550	$2.47M	0.47%	–	–
We Are One Seven, LLC	14,626	$2.49M	0.43%	–	–
SWS Partners	14,648	$2.49M	1.71%	–	–
Silvercrest Asset Management Group LLC	14,672	$2.49M	0.02%	–	–
Pure Financial Advisors, Inc.	14,699	$2.50M	0.25%	–	–
Independence Bank of Kentucky	14,731	$2.50M	1.22%	–	–
Traphagen Investment Advisors LLC	105,660	$2.51M	0.47%	–	–
Bristlecone Advisors, LLC	14,785	$2.51M	0.38%	–	–
Peapack Gladstone Financial Corp	14,801	$2.52M	0.06%	–	–
Charter Research & Investment Group, Inc.	14,840	$2.52M	2.20%	–	–
Shoker Investment Counsel, Inc.	14,899	$2.53M	1.33%	–	–
Bonness Enterprises Inc	14,950	$2.54M	1.36%	–	–
CAMG Solamere Management, LLC	14,950	$2.54M	2.20%	–	–
Beech Hill Advisors, Inc.	14,970	$2.54M	1.06%	–	–
Radnor Capital Management, LLC	15,120	$2.57M	0.83%	–	–
Optimum Investment Advisors	15,137	$2.57M	0.75%	–	–
Banque Cantonale Vaudoise	15,139	$2.57M	0.13%	–	–
Seeyond	15,172	$2.58M	0.26%	–	–
Vaughan Nelson Investment Management, L.P.	15,175	$2.58M	0.03%	–	–
Sequoia Financial Advisors, LLC	15,185	$2.58M	0.11%	–	–
Lincoln National Corp	15,260	$2.59M	0.06%	–	–
Sculati Wealth Management, LLC	15,321	$2.60M	1.50%	–	–
Cohen Investment Advisors LLC	15,340	$2.61M	2.12%	–	–
Aull & Monroe Investment Management Corp	15,446	$2.63M	1.28%	–	–
Paradigm Asset Management Co LLC	15,500	$2.63M	0.71%	–	–
New England Investment & Retirement Group, Inc.	15,498	$2.63M	0.64%	–	–
Camden Capital, LLC	15,506	$2.64M	0.71%	–	–
Tealwood Asset Management Inc	15,519	$2.64M	1.05%	–	–
Y-Intercept (Hong Kong) Ltd	15,680	$2.64M	0.71%	–	–
Motley Fool Wealth Management, LLC	16,018	$2.72M	0.12%	–	–
Searle & Co.	16,250	$2.76M	1.23%	–	–
Capital Investment Advisory Services, LLC	16,347	$2.78M	0.39%	–	–
Twin Tree Management, LP	16,351	$2.78M	0.11%	–	–
New England Research & Management, Inc.	16,438	$2.79M	1.53%	–	–
Heritage Trust Co	16,501	$2.81M	0.43%	–	–
Tiaa, FSB	16,524	$2.81M	0.01%	–	–
Freestone Capital Holdings, LLC	16,556	$2.81M	0.15%	–	–
Auxier Asset Management	16,579	$2.82M	0.48%	–	–
SkyOak Wealth, LLC	14,310	$2.84M	0.79%	–	–
Icon Wealth Partners, LLC	16,794	$2.85M	0.36%	–	–
6 Meridian	16,803	$2.86M	0.24%	–	–
Johnson Financial Group, Inc.	16,811	$2.86M	0.19%	–	–
Pinkerton Retirement Specialists, LLC	16,817	$2.86M	0.60%	–	–
Farmers & Merchants Trust Co of Chambersburg PA	16,818	$2.86M	2.15%	–	–
Beacon Pointe Advisors, LLC	16,834	$2.86M	0.18%	–	–
Miller Investment Management, LP	16,859	$2.87M	0.53%	–	–
TCF National Bank	16,874	$2.87M	0.33%	–	–