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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
Global Strategic Investment Solutions, LLC1,578$268.0K0.05%––
McKinley Carter Wealth Services, Inc.1,578$269.0K0.02%––
Guild Investment Management, Inc.1,591$270.0K0.29%––
Taylor, Cottrill, Erickson & Associates, Inc.1,592$271.0K0.04%––
Hall Laurie J Trustee1,600$272.0K0.10%––
FinTrust Capital Advisors, LLC1,603$272.0K0.08%––
Compton Capital Management Inc1,615$275.0K0.09%––
Accuvest Global Advisors1,619$275.0K0.15%––
Quaker Wealth Management, LLC1,622$276.0K0.13%––
Coyle Financial Counsel LLC1,653$281.0K0.19%––
HRT Financial LP1,661$282.0K0.00%––
Mma Asset Management LLC1,658$282.0K0.24%––
Van Hulzen Asset Management, LLC1,665$283.0K0.05%––
BOK Financial Private Wealth, Inc.1,675$285.0K0.03%––
Texas Capital Bank Wealth Management Services Inc1,679$285.0K0.04%––
Ridgecrest Wealth Partners, LLC1,675$285.0K0.27%––
Jones Financial Companies LLLP1,684$286.0K0.00%––
Pathway Financial Advisors LLC1,339$286.0K0.11%––
Wolverine Asset Management LLC1,691$287.0K0.00%––
Vigilant Capital Management, LLC1,687$287.0K0.03%––
ELCO Management Co., LLC1,691$287.0K0.26%––
Brandywine Oak Private Wealth LLC1,689$287.0K0.04%––
Aptus Capital Advisors, LLC1,695$288.0K0.01%––
Quadrant Private Wealth Management, LLC1,692$288.0K0.13%––
Certified Advisory Corp1,692$288.0K0.07%––
Robertson Stephens Wealth Management, LLC1,697$288.0K0.05%––
Pinnacle Family Advisors, LLC1,702$289.0K0.15%––
Laird Norton Trust Company, LLC1,728$290.0K0.03%––
M. Kraus & Co1,706$290.0K0.11%––
Atlas Private Wealth Management1,707$290.0K0.19%––
Stokes Family Office, LLC1,704$290.0K0.05%––
Crestwood Advisors Group LLC1,711$291.0K0.01%––
Harvest Fund Management Co., Ltd1,732$292.0K0.03%––
MidWestOne Financial Group, Inc.1,725$293.0K0.07%––
Westhampton Capital, LLC1,725$293.0K0.20%––
Newman Dignan & Sheerar, Inc.1,729$294.0K0.11%––
LexAurum Advisors, LLC1,746$297.0K0.10%––
Abacus Wealth Partners, LLC1,756$298.5K0.21%––
Old Port Advisors1,761$299.0K0.12%––
OneAscent Financial Services LLC1,770$301.0K0.30%––
Security National Bank of So Dak1,776$302.0K0.25%––
Mather Group, LLC.1,779$302.0K0.01%––
Boltwood Capital Management1,775$302.0K0.13%––
DSC Advisors, L.P.1,784$303.0K0.25%––
Dana Investment Advisors, Inc.1,784$303.0K0.01%––
Creative Financial Designs Inc1,789$304.0K0.06%––
Penserra Capital Management LLC1,789$304.0K0.01%––
Quantinno Capital Management LP1,791$304.0K0.33%––
Wellington Shields Capital Management, LLC1,792$305.0K0.03%––
Kings Point Capital Management1,801$306.0K0.03%––
Financial Engines Advisors L.L.C.1,803$306.0K0.00%––
Kercheville Advisors, LLC1,801$306.0K0.15%––
Almanack Investment Partners, LLC.1,817$309.0K0.03%––
First City Capital Management, Inc.1,475$311.0K0.18%––
GPS Wealth Strategies Group, LLC1,839$312.0K0.09%––
Sugarloaf Wealth Management, LLC1,848$314.0K0.09%––
BLB&B Advisors, LLC1,855$315.0K0.02%––
Wealth Alliance Advisory Group, LLC1,853$315.0K0.16%––
Neo Ivy Capital Management1,856$316.0K0.35%––
Coastal Capital Group, Inc.1,861$316.0K0.08%––
Dumont & Blake Investment Advisors LLC1,877$319.0K0.10%––
Legacy Bridge, LLC1,877$319.0K0.21%––
Lester Murray Antman dba SimplyRich1,879$319.0K0.13%––
Staley Capital Advisers Inc1,880$320.0K0.02%––
Platte River Wealth Advisors, LLC1,850$320.0K0.13%––
Smithfield Trust Co1,892$321.0K0.02%––
Polar Asset Management Partners Inc.1,891$321.0K0.00%––
Corundum Group, Inc.1,896$322.0K0.25%––
Atlanta Financial Associates LLC1,919$323.0K0.15%––
Truehand, Inc1,900$323.0K0.20%––
WC Walker & Associates, Inc.1,870$324.0K0.18%––
Advisors Capital Management, LLC1,917$325.0K0.01%––
Brewin Dolphin Ltd1,916$325.7K0.02%––
Gillespie Robinson & Grimm Inc1,925$327.0K0.03%––
Bray Capital Advisors1,922$327.0K0.09%––
Strategic Wealth Designers1,924$327.0K0.16%––
McRae Capital Management Inc1,930$328.0K0.08%––
GAM Holding AG1,932$329.0K0.02%––
Princeton Portfolio Strategies Group LLC1,935$329.0K0.06%––
New England Asset Management Inc1,940$330.0K0.01%––
Tiedemann Advisors, LLC1,952$330.0K0.01%––
Stuart Chaussee & Associates, Inc.1,942$330.0K0.13%––
Benedict Financial Advisors Inc1,949$331.0K0.10%––
Stewardship Financial Advisors, LLC1,946$331.0K0.12%––
Fort Sheridan Advisors LLC1,960$333.0K0.13%––
McIlrath & Eck, LLC1,966$334.0K0.12%––
Dearborn Partners LLC1,969$335.0K0.01%––
Sustainable Insight Capital Management, LLC1,971$335.0K0.22%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,978$336.0K0.13%––
WMS Partners, LLC1,986$338.0K0.08%––
Personal Cfo Solutions, LLC1,987$338.0K0.07%––
Matrix Private Capital Group LLC1,987$338.0K0.20%––
Winthrop Advisory Group LLC1,996$339.0K0.08%––
Great Diamond Partners, LLC2,000$339.0K0.10%––
Park Circle Co2,000$340.0K0.30%––
Rice Partnership, LLC2,000$340.0K0.12%––
Quad-Cities Investment Group, LLC2,001$340.0K0.26%––
Money Concepts Capital Corp2,004$341.0K0.03%––
Vista Capital Partners, Inc.2,029$345.0K0.05%––
Spotlight Asset Group, Inc.2,048$348.0K0.13%––