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
Great Lakes Advisors, LLC	16,936	$2.88M	0.05%	–	–
PFG Advisors	17,004	$2.89M	0.37%	–	–
Monument Capital Management	17,089	$2.90M	1.16%	–	–
Exeter Financial, LLC	17,170	$2.92M	1.84%	–	–
Premier Asset Management LLC	17,176	$2.92M	0.52%	–	–
Jackson Wealth Management, LLC	17,177	$2.92M	0.44%	–	–
Canandaigua National Corp	17,185	$2.92M	0.49%	–	–
Greenline Partners, LLC	17,297	$2.94M	0.64%	–	–
Atwater Malick LLC	17,351	$2.95M	1.81%	–	–
DHJJ Financial Advisors, Ltd.	17,353	$2.95M	1.71%	–	–
Geneos Wealth Management Inc.	14,513	$2.96M	0.08%	–	–
Proquility Private Wealth Partners, LLC	17,498	$2.97M	1.19%	–	–
Allstate Corp	17,532	$2.98M	0.09%	–	–
McDonald Partners LLC	17,630	$3.00M	0.77%	–	–
Farr Miller & Washington LLC	17,680	$3.00M	0.21%	–	–
Aspire Private Capital, LLC	17,676	$3.00M	1.05%	–	–
Everence Capital Management Inc	17,705	$3.01M	0.27%	–	–
Avantax Advisory Services, Inc.	17,728	$3.01M	0.06%	–	–
LS Investment Advisors, LLC	17,848	$3.03M	0.17%	–	–
King Luther Capital Management Corp	17,967	$3.05M	0.02%	–	–
Pavion Blue Capital, LLC	17,975	$3.06M	2.01%	–	–
Colony Group LLC	18,049	$3.07M	0.06%	–	–
Harbour Investment Management LLC	18,083	$3.07M	1.64%	–	–
Symons Capital Management Inc	18,117	$3.08M	1.61%	–	–
Cardinal Capital Management	18,149	$3.08M	0.68%	–	–
People's United Financial, Inc.	18,152	$3.09M	0.07%	–	–
Chilton Investment Co LLC	18,190	$3.09M	0.09%	–	–
Verdence Capital Advisors LLC	18,251	$3.10M	0.52%	–	–
Fosun International Ltd	18,259	$3.10M	0.24%	–	–
Redpoint Investment Management Pty Ltd	18,373	$3.12M	0.26%	–	–
Skylands Capital, LLC	18,405	$3.13M	0.40%	–	–
Anderson Hoagland & Co	18,429	$3.13M	0.44%	–	–
ARGI Investment Services, LLC	18,440	$3.13M	0.11%	–	–
Focus Financial Network, Inc.	18,613	$3.16M	0.37%	–	–
Fortis Advisors, LLC	18,619	$3.17M	2.27%	–	–
Signature Wealth Management Group	18,821	$3.20M	1.88%	–	–
Avitas Wealth Management LLC	18,842	$3.20M	0.63%	–	–
Cerity Partners LLC	19,030	$3.23M	0.08%	–	–
Kayne Anderson Rudnick Investment Management LLC	19,035	$3.24M	0.01%	–	–
Hoylecohen, LLC	19,050	$3.24M	0.33%	–	–
Members Capital Advisors Inc	19,097	$3.25M	2.49%	–	–
South State Corp.	19,471	$3.31M	0.31%	–	–
Madison Wealth Management	19,649	$3.34M	0.82%	–	–
Boyar Asset Management Inc.	19,735	$3.35M	2.27%	–	–
Cypress Asset Management Inc	19,832	$3.37M	0.93%	–	–
Murphy Pohlad Asset Management LLC	19,851	$3.37M	1.47%	–	–
Perkins Coie Trust Co	19,951	$3.39M	1.13%	–	–
Livforsakringsbolaget Skandia, Omsesidigt	19,976	$3.40M	0.24%	–	–
Advanced Asset Management Advisors Inc	20,000	$3.40M	0.76%	–	–
Intrinsic Edge Capital Management LLC	20,000	$3.40M	0.24%	–	–
Palisade Asset Management, LLC	20,084	$3.41M	0.44%	–	–
Nicholas Hoffman & Company, LLC.	20,106	$3.42M	0.69%	–	–
TrinityPoint Wealth, LLC	20,245	$3.44M	0.80%	–	–
Wedbush Securities Inc	20,279	$3.45M	0.19%	–	–
Roundview Capital LLC	20,287	$3.45M	0.43%	–	–
Laurel Wealth Advisors LLC	20,457	$3.48M	0.84%	–	–
Kentucky Retirement Systems Insurance Trust Fund	20,473	$3.48M	0.37%	–	–
Azimuth Capital Management LLC	20,746	$3.53M	0.17%	–	–
Inlet Private Wealth, LLC	20,806	$3.54M	1.01%	–	–
Twin Lakes Capital Management, LLC	20,815	$3.54M	2.18%	–	–
Physicians Financial Services, Inc.	20,941	$3.56M	1.53%	–	–
Strategic Advisors LLC	21,013	$3.57M	1.04%	–	–
Butensky & Cohen Financial Security, Inc	21,087	$3.58M	1.48%	–	–
Kinneret Advisory, LLC	21,176	$3.60M	0.46%	–	–
Arden Trust Co	21,178	$3.60M	0.61%	–	–
Girard Partners Ltd.	21,235	$3.61M	0.52%	–	–
Old Point Trust & Financial Services N A	21,240	$3.61M	1.68%	–	–
Canal Capital Management, LLC	21,276	$3.62M	1.23%	–	–
NewEdge Wealth, LLC	21,303	$3.62M	0.36%	–	–
Bel Air Investment Advisors LLC	21,419	$3.64M	0.12%	–	–
Veritable, L.P.	21,464	$3.65M	0.06%	–	–
Good Life Advisors, LLC	21,582	$3.67M	0.74%	–	–
Intersect Capital LLC	21,674	$3.68M	0.75%	–	–
Sterling Investment Advisors, Ltd.	21,711	$3.69M	1.19%	–	–
Strategic Wealth Advisors Group, LLC	21,729	$3.69M	0.19%	–	–
Hallmark Capital Management Inc	21,883	$3.72M	0.33%	–	–
Horan Capital Advisors, LLC.	21,977	$3.74M	1.79%	–	–
Spectrum Management Group, LLC	21,997	$3.74M	0.75%	–	–
Clarity Financial LLC	22,022	$3.74M	0.76%	–	–
Captrust Financial Advisors	22,278	$3.79M	0.04%	–	–
Northwest Investment Counselors, LLC	22,408	$3.81M	1.09%	–	–
Investment Management of Virginia LLC	22,458	$3.82M	0.77%	–	–
World Asset Management Inc	18,767	$3.83M	0.34%	–	–
Coldstream Capital Management Inc	22,684	$3.86M	0.23%	–	–
Brookmont Capital Management	22,689	$3.86M	2.48%	–	–
Summitry LLC	22,700	$3.86M	0.25%	–	–
Courier Capital LLC	22,748	$3.87M	0.39%	–	–
Sheets Smith Wealth Management	22,756	$3.87M	0.57%	–	–
BP PLC	22,868	$3.89M	0.14%	–	–
Employees Retirement System of Texas	22,915	$3.90M	0.05%	–	–
Pallas Capital Advisors LLC	18,205	$3.94M	0.88%	–	–
Farmers National Bank	23,324	$3.96M	1.51%	–	–
Farmers & Merchants Investments Inc	23,402	$3.98M	0.19%	–	–
City Holding Co	23,498	$3.99M	0.76%	–	–
Holloway Wealth Management, LLC	–	$4.03M	1.34%	–	–
Decatur Capital Management, Inc.	23,888	$4.06M	1.40%	–	–
Cordatus Wealth Management LLC	23,924	$4.07M	1.56%	–	–
Valeo Financial Advisors, LLC	24,023	$4.08M	0.19%	–	–
TD Private Client Wealth LLC	24,036	$4.09M	0.19%	–	–
Holocene Advisors, LP	24,090	$4.09M	0.03%	–	–