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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
Ridgewood Investments LLC2,050$349.0K0.21%––
WealthShield Partners, LLC2,052$349.0K0.06%––
Gryphon Financial Partners LLC2,057$350.0K0.08%––
LVM Capital Management Ltd2,073$352.0K0.06%––
Asahi Life Asset Management Co., Ltd.2,070$352.0K0.05%––
Rikoon Group, LLC2,072$352.0K0.09%––
Adirondack Trust Co2,076$353.0K0.19%––
Beaton Management Co. Inc.2,078$353.0K0.24%––
Aries Wealth Management2,006$353.0K0.16%––
Global Trust Asset Management, LLC2,075$353.0K0.19%––
Lake Street Financial LLC2,074$353.0K0.10%––
Colonial River Wealth Management, LLC2,091$355.0K0.29%––
Atlas Brown,Inc.2,094$356.0K0.17%––
Financial Sense Advisors, Inc.2,124$361.0K0.12%––
Virtu Financial LLC2,148$365.0K0.03%––
Windsor Group LTD2,146$365.0K0.09%––
Reilly Herbert Faulkner III2,152$366.0K0.12%––
Arcus Capital Partners, LLC2,151$366.0K0.03%––
Cobblestone Capital Advisors LLC2,159$367.0K0.03%––
Wealthsource Partners, LLC2,158$367.0K0.04%––
Absher Wealth Management, LLC2,160$367.0K0.07%––
Tradition Wealth Management, LLC2,157$367.0K0.06%––
Allen Capital Group, LLC2,166$368.0K0.08%––
Avidian Wealth Solutions, LLC2,170$369.0K0.03%––
Trust Co2,191$372.0K0.27%––
Peoples Financial Services Corp.2,195$373.0K0.16%––
Cornell Pochily Investment Advisors, Inc.2,201$374.0K0.18%––
Strategy Asset Managers LLC2,205$375.0K0.09%––
Advisors Management Group Inc2,219$377.0K0.12%––
Joel Isaacson & Co., LLC2,226$378.0K0.03%––
Stevens Capital Management LP2,249$382.0K0.21%––
Qtron Investments LLC2,255$383.0K0.11%––
NTV Asset Management LLC2,260$384.0K0.07%––
Baystate Wealth Management LLC2,258$384.0K0.04%––
First Citizens Bank & Trust Co2,266$385.0K0.02%––
Unio Capital LLC2,266$385.0K0.18%––
Secure Asset Management, LLC2,266$385.0K0.21%––
Sutton Wealth Advisors Inc.2,270$385.9K0.15%––
Perennial Investment Advisors, LLC2,273$386.0K0.15%––
Procyon Private Wealth Partners, LLC2,284$388.0K0.18%––
Marshall Financial Group LLC2,284$388.0K0.23%––
GW Henssler & Associates Ltd2,289$389.0K0.03%––
Old Mission Investment Co LLC2,300$391.0K0.18%––
Grace Capital2,300$391.0K0.25%––
Meridian Wealth Advisors, LLC2,313$393.0K0.13%––
Alexandria Capital, LLC2,320$394.0K0.04%––
Leisure Capital Management2,315$394.0K0.24%––
Apollon Wealth Management, LLC2,327$396.0K0.08%––
M&G Investment Management Ltd2,336$397.0K0.00%––
WESPAC Advisors, LLC2,335$397.0K0.30%––
Legacy Capital Wealth Partners, LLC2,334$397.0K0.16%––
Red Wave Investments LLC2,335$397.0K0.16%––
Sound View Wealth Advisors Group, LLC2,354$400.0K0.09%––
Liberty Wealth Management LLC2,566$401.0K0.20%––
Matrix Asset Advisors Inc2,375$404.0K0.06%––
Beaumont Financial Partners, LLC2,375$404.0K0.03%––
Prime Capital Investment Advisors, LLC2,374$404.0K0.03%––
Western Wealth Management, LLC2,388$406.0K0.05%––
Insight Advisors, LLC1,963$406.0K0.13%––
SignalPoint Asset Management, LLC2,396$407.0K0.14%––
Versant Capital Management, Inc2,397$407.0K0.15%––
Weybosset Research & Management LLC2,400$408.0K0.17%––
Ledyard National Bank2,401$408.0K0.04%––
Hayden Royal, LLC2,401$408.0K0.23%––
Cadence Bank NA2,412$410.0K0.13%––
Calamos Wealth Management LLC2,419$411.0K0.03%––
360 Financial, Inc.2,418$411.0K0.23%––
Braun-Bostich & Associates Inc.2,431$413.0K0.79%––
Crossvault Capital Management LLC2,450$416.0K0.15%––
DF Dent & Co Inc2,461$418.0K0.00%––
Traverso Chambers Private Wealth Management, LLC2,457$418.0K0.14%––
Nachman Norwood & Parrott, Inc2,484$422.0K0.05%––
GeoWealth Management, LLC2,496$424.0K0.07%––
Highland Private Wealth Management2,489$424.0K0.07%––
Reitz Capital Advisors LLC2,492$424.0K0.31%––
BCJ Capital Management, LLC2,493$424.0K0.05%––
Fairfield, Bush & Co.2,500$425.0K0.12%––
Bluesphere Advisors, LLC2,499$425.0K0.38%––
Gilman Hill Asset Management, LLC2,510$427.0K0.12%––
Weaver Consulting Group2,514$427.0K0.26%––
Pacitti Group Inc.2,540$431.0K0.28%––
Gerber Kawasaki Wealth & Investment Management2,549$433.0K0.05%––
N.E.W. Advisory Services LLC2,546$437.0K0.08%––
Chase Investment Counsel Corp2,577$438.0K0.20%––
Lombard Odier Asset Management (Europe) Ltd2,582$439.0K0.03%––
Delta Financial Advisors LLC2,579$439.0K0.21%––
Cambridge Trust Co2,596$441.0K0.02%––
Peavine Capital, LLC2,600$442.0K0.10%––
Wellington Shields & Co., LLC2,605$443.0K0.16%––
Accel Wealth Management2,605$443.0K0.36%––
Demars Financial Group, LLC2,620$445.0K0.30%––
Shufro Rose & Co LLC2,625$446.0K0.04%––
Cannon Financial Strategists, Inc.2,631$447.2K0.19%––
First Nebraska Trust Co2,641$448.9K0.06%––
Proficio Capital Partners LLC2,647$450.0K0.06%––
UBP Investment Advisors SA2,665$450.0K0.18%––
NorthRock Partners, LLC2,652$451.0K0.04%––
Gray Wealth Management Inc.2,651$451.0K0.29%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,678$454.0K0.05%––
RB Capital Management, LLC2,670$454.0K0.20%––