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United Parcel Service Inc

UPS
Exchange
NYSE
Industry
Trucking & Courier Services (No Air)
SEC CIK
0001090727

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
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ1 2021: $84.2B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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
InstitutionSharesValue% of portfolioChange in sharesAction
Prentice Wealth Management LLC1,088$185.0K0.10%––
Enterprise Financial Services Corp1,096$187.0K0.03%––
Carmichael Hill & Associates, Inc.1,100$187.0K0.11%––
West Paces Advisors Inc.1,107$188.2K0.08%––
Bedel Financial Consulting, Inc.1,113$189.0K0.07%––
Essex Investment Management Co LLC1,126$191.0K0.02%––
Goodwin Investment Advisory1,141$194.0K0.23%––
Ellis Investment Partners, LLC1,150$196.0K0.05%––
Vigilare Wealth Management1,175$200.0K0.14%––
Act Wealth Management, LLC1,179$200.0K0.13%––
Intrua Financial, LLC1,035$201.0K0.05%––
Abacus Planning Group, Inc.1,189$202.0K0.06%––
WD Rutherford LLC1,190$202.0K0.13%––
Mitchell McLeod Pugh & Williams Inc1,195$203.0K0.08%––
Strategic Wealth Management Group, LLC1,194$203.0K0.08%––
Elm Advisors, LLC1,200$204.0K0.13%––
Clean Yield Group1,200$204.0K0.08%––
Appleton Partners Inc1,207$205.0K0.02%––
Cooper/Haims Advisors, LLC1,206$205.0K0.15%––
Edge Capital Group, LLC1,205$205.0K0.02%––
Latitude Advisors, LLC1,212$206.0K0.17%––
CX Institutional1,221$208.0K0.02%––
David Loasby1,229$209.0K0.03%––
Davis R M Inc1,243$211.0K0.01%––
Driehaus Capital Management LLC1,247$212.0K0.00%––
West Chester Capital Advisors, Inc1,250$212.0K0.18%––
First Command Bank1,249$212.0K0.05%––
First Command Financial Services, Inc.1,249$212.0K0.05%––
West Branch Capital LLC1,248$212.0K0.12%––
Minot Wealth Management LLC1,249$212.0K0.05%––
CWS Financial Advisors, LLC1,250$212.0K0.09%––
Wealth Management Associates, Inc.1,249$212.3K0.13%––
Chicago Trust Co NA1,252$213.0K0.07%––
Acorn Financial Advisory Services Inc1,257$214.0K0.08%––
Private Capital Group, LLC1,256$214.0K0.05%––
New England Professional Planning Group Inc.1,002$215.0K0.13%––
E Fund Management Co., Ltd.1,264$215.0K0.02%––
WealthPLAN Partners, LLC1,014$217.0K0.02%––
Meristem Family Wealth, LLC1,287$219.0K0.04%––
Vista Investment Management1,289$219.0K0.14%––
St Germain D J Co Inc1,297$220.0K0.01%––
Trinity Financial Advisors LLC1,300$221.0K0.17%––
Seelaus Asset Management LLC1,314$223.0K0.14%––
Golden State Wealth Management, LLC1,316$223.0K0.07%––
Mendel Money Management1,320$224.0K0.15%––
CWA Asset Management Group, LLC1,315$224.0K0.02%––
Vivaldi Capital Management, LLC1,039$225.0K0.04%––
Ssi Investment Management LLC1,328$227.0K0.02%––
LBMC Investment Advisors, LLC1,335$227.0K0.02%––
Fairhaven Wealth Management, LLC1,338$227.0K0.10%––
Credit Agricole S A1,343$228.0K0.01%––
Regents of the University of California1,350$229.0K0.03%––
Dillon & Associates Inc1,352$230.0K0.05%––
MBL Wealth, LLC1,350$230.0K0.08%––
Burke & Herbert Bank & Trust Co1,361$231.0K0.16%––
Echo Street Capital Management LLC1,372$233.0K0.00%––
Wealthquest Corp1,376$233.0K0.04%––
Klingman & Associates, LLC1,370$233.0K0.02%––
Aspiriant, LLC1,380$234.0K0.01%––
West Coast Financial LLC1,376$234.0K0.04%––
Pinnacle Bancorp, Inc.1,380$235.0K0.11%––
Marble Harbor Investment Counsel, LLC1,400$238.0K0.03%––
Wharton Business Group, LLC1,403$238.0K0.02%––
TCI Wealth Advisors, Inc.1,398$238.0K0.11%––
Frisch Financial Group, Inc.1,399$238.0K0.08%––
Rock Creek Group, LP1,408$239.0K0.04%––
Circle Wealth Management, LLC1,420$241.0K0.04%––
Journey Advisory Group, LLC1,419$241.0K0.08%––
Sittner & Nelson, LLC3,273$241.0K0.18%––
Tectonic Advisors LLC1,418$241.0K0.06%––
Means Investment Co., Inc.1,423$242.0K0.06%––
Berkeley Capital Partners, LLC1,426$242.0K0.12%––
Gyon Technologies Capital Management, LP1,423$242.0K0.11%––
Employers Holdings, Inc.1,429$243.0K0.14%––
Sage Rhino Capital LLC1,431$243.0K0.08%––
Becker Capital Management Inc1,436$244.0K0.01%––
Nichols & Pratt Advisers LLP1,450$246.0K0.02%––
Thoroughbred Financial Services, LLC1,454$247.0K0.07%––
Harvey Investment Co LLC1,458$248.0K0.04%––
Warren Averett Asset Management, LLC1,160$248.0K0.02%––
Mosaic Advisors LLC1,464$249.0K0.21%––
Tiemann Investment Advisors, LLC1,475$251.0K0.13%––
Ambassador Advisors, LLC1,475$251.0K0.06%––
Bellevue Asset Management, LLC1,482$253.0K0.16%––
Calton & Associates, Inc.1,496$254.0K0.05%––
Jump Financial, LLC1,494$254.0K0.02%––
Rbo & Co LLC1,500$255.0K0.05%––
DC Investments Management, LLC1,504$256.0K0.63%––
Aua Capital Management, LLC1,508$256.0K0.17%––
Gsa Capital Partners LLP1,510$257.0K0.04%––
Inscription Capital, LLC1,509$257.0K0.09%––
Renasant Bank1,536$261.0K0.21%––
Yorktown Management & Research Co Inc1,540$262.0K0.22%––
First PREMIER Bank1,537$262.0K0.09%––
Titus Wealth Management1,539$262.0K0.15%––
Golden State Equity Partners1,551$264.0K0.15%––
Nadler Financial Group, Inc.1,556$265.0K0.05%––
Bank of Nova Scotia Trust Co1,572$267.0K0.03%––
Elgethun Capital Management1,570$267.0K0.10%––
PYA Waltman Capital, LLC1,573$267.0K0.15%––