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
Wambolt & Associates, LLC	34,525	$5.91M	3.08%	–	–
PDS Planning, Inc	35,240	$5.99M	1.74%	–	–
Sigma Planning Corp	35,294	$6.00M	0.19%	–	–
Atlantic Union Bankshares Corp	35,330	$6.01M	0.61%	–	–
Optimal Asset Management, Inc.	35,520	$6.04M	0.78%	–	–
Laurel Wealth Advisors, Inc.	35,544	$6.04M	0.91%	–	–
Vision Capital Management, Inc.	35,713	$6.07M	1.08%	–	–
Usca Ria LLC	35,770	$6.08M	0.40%	–	–
Town & Country Bank & Trust CO dba First Bankers Trust CO	36,179	$6.15M	2.57%	–	–
Visionary Wealth Advisors	36,268	$6.17M	0.65%	–	–
Sepio Capital, LP	36,646	$6.23M	0.58%	–	–
Woodmont Investment Counsel LLC	36,679	$6.24M	1.06%	–	–
Amica Mutual Insurance Co	36,789	$6.25M	0.71%	–	–
Xcel Wealth Management, LLC	36,908	$6.27M	2.24%	–	–
HBK Sorce Advisory LLC	36,999	$6.29M	0.38%	–	–
Cinctive Capital Management LP	37,268	$6.33M	0.40%	–	–
Kestra Private Wealth Services, LLC	37,306	$6.34M	0.44%	–	–
B. Metzler seel. Sohn & Co. Holding AG	37,416	$6.36M	0.10%	–	–
Assenagon Asset Management S.A.	37,633	$6.40M	0.03%	–	–
Northwest & Ethical Investments L.P.	37,655	$6.40M	0.22%	–	–
tru Independence LLC	37,681	$6.41M	1.21%	–	–
Allegiant Private Advisors, LLC	37,703	$6.41M	1.17%	–	–
Tamar Securities, LLC	37,779	$6.42M	2.48%	–	–
Ergoteles LLC	37,804	$6.43M	0.20%	–	–
Mattern Capital Management, LLC	37,941	$6.45M	1.39%	–	–
South Dakota Investment Council	38,105	$6.48M	0.11%	–	–
Baxter Bros Inc	38,170	$6.49M	1.11%	–	–
Twin Capital Management Inc	38,217	$6.50M	0.65%	–	–
Ironwood Investment Counsel, LLC	38,544	$6.55M	1.89%	–	–
Evergreen Capital Management LLC	38,765	$6.59M	0.34%	–	–
Sky Investment Group LLC	39,196	$6.66M	1.59%	–	–
L & S Advisors Inc	39,327	$6.68M	0.76%	–	–
Bell Bank	39,539	$6.72M	0.97%	–	–
CMG Global Holdings, LLC	39,661	$6.74M	5.85%	–	–
Bronson Point Management LLC	40,000	$6.80M	2.89%	–	–
Shellback Capital, LP	40,000	$6.80M	0.40%	–	–
Voya Financial Advisors, Inc.	40,460	$6.82M	0.27%	–	–
Patten & Patten Inc	40,179	$6.83M	0.56%	–	–
Tompkins Financial Corp	40,224	$6.84M	1.16%	–	–
Ibex Wealth Advisors	40,237	$6.84M	1.69%	–	–
Live Oak Private Wealth LLC	40,277	$6.85M	1.68%	–	–
NorthCoast Asset Management LLC	40,412	$6.87M	0.28%	–	–
Cullinan Associates Inc	40,480	$6.88M	0.40%	–	–
Richard Bernstein Advisors LLC	40,505	$6.88M	0.16%	–	–
Schafer Cullen Capital Management Inc	40,500	$6.88M	1.40%	–	–
Regentatlantic Capital LLC	40,649	$6.91M	0.23%	–	–
Dowling & Yahnke LLC	41,045	$6.98M	0.48%	–	–
Northeast Financial Consultants Inc	41,130	$6.99M	0.53%	–	–
Stratos Wealth Partners, LTD.	41,437	$7.04M	0.19%	–	–
Cetera Investment Advisers	41,616	$7.07M	0.14%	–	–
Capital Management Corp	41,677	$7.08M	1.58%	–	–
Dorsey & Whitney Trust CO LLC	41,687	$7.09M	0.71%	–	–
Sovereign Financial Group, Inc.	41,747	$7.10M	4.43%	–	–
Waterfront Wealth Inc.	41,479	$7.11M	3.57%	–	–
Sand Hill Global Advisors, LLC	41,861	$7.12M	0.46%	–	–
Miramar Capital, LLC	41,860	$7.12M	3.18%	–	–
Massmutual Trust Co FSB	41,899	$7.12M	0.33%	–	–
Marshall Wace North America L.P.	41,964	$7.13M	0.03%	–	–
Skba Capital Management LLC	42,020	$7.14M	1.13%	–	–
Worldquant Millennium Advisors LLC	42,102	$7.16M	0.15%	–	–
Amalgamated Bank	42,419	$7.21M	0.27%	–	–
MAI Capital Management	42,553	$7.23M	0.16%	–	–
J. Goldman & Co LP	42,770	$7.27M	0.44%	–	–
Capital Bank & Trust Co	43,277	$7.36M	0.09%	–	–
Garland Capital Management Inc	43,425	$7.38M	5.57%	–	–
Eliot Finkel Investment Counsel, LLC	43,525	$7.40M	4.76%	–	–
Spinnaker Trust	43,601	$7.41M	0.56%	–	–
Whittier Trust Co	43,639	$7.42M	0.14%	–	–
WESPAC Advisors SoCal, LLC	43,670	$7.42M	2.91%	–	–
Summit Financial Wealth Advisors, LLC	44,215	$7.45M	1.90%	–	–
Princeton Capital Management LLC	43,829	$7.45M	2.52%	–	–
Daiwa Securities Group Inc.	43,865	$7.46M	0.06%	–	–
Corbyn Investment Management Inc	44,075	$7.49M	3.04%	–	–
Pacer Advisors, Inc.	44,076	$7.49M	0.13%	–	–
Morgan Dempsey Capital Management LLC	44,090	$7.50M	2.37%	–	–
O'Shares Investment Advisers, LLC	44,549	$7.57M	0.56%	–	–
Kentucky Retirement Systems	44,592	$7.58M	0.37%	–	–
Louisiana State Employees Retirement System	44,600	$7.58M	0.20%	–	–
Hantz Financial Services, Inc.	44,687	$7.60M	0.31%	–	–
Olstein Capital Management, L.P.	45,000	$7.65M	1.07%	–	–
New Mexico Educational Retirement Board	45,062	$7.66M	0.30%	–	–
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH	45,949	$7.81M	0.78%	–	–
Boston Common Asset Management, LLC	46,263	$7.86M	0.50%	–	–
Willis Investment Counsel	46,400	$7.89M	0.48%	–	–
MainStreet Investment Advisors LLC	46,451	$7.90M	0.66%	–	–
Evercore Wealth Management, LLC	46,460	$7.90M	0.16%	–	–
BancorpSouth Bank	46,505	$7.91M	1.20%	–	–
Addenda Capital Inc.	47,054	$7.92M	0.40%	–	–
Headinvest, LLC	46,943	$7.98M	1.63%	–	–
Miracle Mile Advisors, LLC	47,112	$8.01M	0.46%	–	–
Glenview Trust Co	47,389	$8.05M	0.35%	–	–
Telos Capital Management, Inc.	47,597	$8.09M	1.16%	–	–
ING Groep NV	47,954	$8.15M	0.17%	–	–
Resources Management Corp	48,213	$8.20M	1.24%	–	–
WBI Investments	48,552	$8.25M	1.30%	–	–
Boston Private Wealth LLC	48,837	$8.30M	0.12%	–	–
Oppenheimer & Co Inc	49,008	$8.33M	0.17%	–	–
Hunter Associates Investment Management LLC	49,500	$8.41M	1.95%	–	–
Sheaff Brock Investment Advisors, LLC	49,594	$8.43M	0.90%	–	–
First National Trust Co	49,731	$8.45M	0.55%	–	–