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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
Foundations Investment Advisors, LLC2,650$456.0K0.03%––
CoreFirst Bank & Trust2,688$457.0K0.31%––
Kistler-Tiffany Companies, LLC2,699$459.0K0.12%––
Cribstone Capital Management, LLC2,714$461.0K0.30%––
Nations Financial Group Inc,2,730$464.0K0.11%––
blooom, inc.2,790$467.0K0.37%––
Advisors Preferred, LLC2,734$468.0K0.07%––
Montecito Bank & Trust2,758$469.0K0.10%––
Cohen & Steers, Inc.2,766$470.0K0.00%––
Verity Asset Management, Inc.2,771$471.0K0.28%––
RDA Financial Network2,798$476.0K0.20%––
Regent Peak Wealth Advisors LLC2,801$476.0K0.16%––
Source Financial Advisors LLC2,803$476.0K0.13%––
Quadrant Capital Group LLC2,804$477.0K0.08%––
Center for Financial Planning, Inc.2,807$477.0K0.12%––
Octavia Wealth Advisors, LLC2,804$477.0K0.14%––
Braun Stacey Associates Inc2,814$478.0K0.02%––
Two Sigma Securities, LLC2,814$478.0K0.11%––
Cabot Wealth Management Inc2,816$479.0K0.07%––
WealthStone, Inc.2,821$479.0K0.17%––
Chicago Partners Investment Group LLC2,724$479.0K0.04%––
Essex Savings Bank3,045$480.0K0.21%––
Alliance Wealth Advisors, LLC2,833$482.0K0.48%––
Arete Wealth Advisors, LLC2,827$483.0K0.06%––
Segment Wealth Management, LLC2,869$488.0K0.06%––
Texas Capital Bancshares Inc2,882$490.0K0.39%––
Tarbox Family Office, Inc.2,884$490.0K0.10%––
EPG Wealth Management LLC2,891$491.0K0.24%––
Choice Wealth Advisors, LLC2,888$491.0K0.43%––
Weatherly Asset Management L. P.2,899$493.0K0.07%––
Lake Street Advisors Group, LLC2,908$494.0K0.04%––
Murphy, Middleton, Hinkle & Parker, Inc.2,907$494.0K0.29%––
Wilbanks Smith & Thomas Asset Management LLC2,912$495.0K0.02%––
Formidable Asset Management, LLC2,890$495.0K0.11%––
Corrigan Financial, Inc.2,917$495.9K0.17%––
Indiana Trust & Investment Management CO2,920$496.0K0.26%––
Ausdal Financial Partners, Inc.2,920$496.0K0.08%––
Navellier & Associates Inc2,924$497.0K0.09%––
Cornerstone Advisory, LLC2,923$497.0K0.09%––
Credential Qtrade Securities Inc.2,940$499.8K0.05%––
Mascoma Wealth Management LLC2,941$500.0K0.22%––
Avestar Capital, LLC2,521$500.0K0.11%––
X-Square Capital, LLC2,940$500.0K0.23%––
Aurora Private Wealth, Inc.2,955$502.0K0.21%––
Cascadia Advisory Services, LLC2,967$504.0K0.11%––
Jeppson Wealth Management, LLC2,987$507.0K0.30%––
Bailard, Inc.2,991$508.0K0.02%––
Univest Financial Corp2,995$509.0K0.14%––
Boston Family Office LLC2,998$509.0K0.04%––
Kore Private Wealth LLC2,996$509.0K0.07%––
Mogy Joel R Investment Counsel Inc3,000$510.0K0.05%––
Nicolet Bankshares Inc3,005$511.0K0.14%––
Obermeyer Wood Investment Counsel, LLLP3,005$511.0K0.03%––
Concord Wealth Partners3,030$515.0K0.17%––
Flagship Harbor Advisors, LLC3,042$517.0K0.06%––
Menard Financial Group LLC3,041$517.0K0.56%––
Nomura Holdings Inc3,186$518.0K0.00%––
NuWave Investment Management, LLC3,048$518.0K0.65%––
First Horizon Advisors, Inc.3,050$518.0K0.03%––
Field & Main Bank3,050$518.0K0.37%––
Cary Street Partners Asset Management LLC19,953$519.0K0.13%––
Clark Capital Management Group, Inc.3,067$521.0K0.01%––
AMJ Financial Wealth Management3,073$522.0K0.25%––
Sargent Investment Group, LLC3,078$523.0K0.14%––
BFT Financial Group, LLC3,087$525.0K0.15%––
Summit X, LLC3,090$526.0K0.14%––
E&G Advisors, LP3,112$529.0K0.16%––
Mission Wealth Management, LP3,117$530.0K0.03%––
Ritholtz Wealth Management3,124$531.0K0.04%––
Parkside Financial Bank & Trust3,129$532.0K0.16%––
Capital Square, LLC3,033$533.0K0.40%––
Davidson Trust Co3,162$537.0K0.45%––
San Francisco Sentry Investment Group (Ca)3,164$537.0K0.23%––
Wilkinson Global Asset Management LLC3,162$538.0K0.03%––
MA Private Wealth3,169$539.0K0.11%––
44 Wealth Management LLC3,172$539.0K0.23%––
Childress Capital Advisors, LLC3,179$540.0K0.25%––
DeDora Capital, Inc.3,195$543.0K0.26%––
Altus Wealth Group LLC2,532$543.0K0.54%––
Fukoku Mutual Life Insurance Co3,200$544.0K0.05%––
Compton Wealth Advisory Group, LLC3,198$544.0K0.31%––
Roberts Glore & Co Inc3,212$546.0K0.17%––
Gladius Capital Management LP3,217$547.0K0.12%––
NovaPoint Capital, LLC3,216$547.0K0.26%––
Fma Advisory Inc3,223$548.0K0.17%––
Lumature Wealth Partners, LLC3,223$548.0K0.29%––
Redhawk Wealth Advisors, Inc.3,240$551.0K0.14%––
Landmark Financial Advisors, LLC3,242$551.0K0.30%––
Maryland Capital Management3,270$556.0K0.04%––
Berman Capital Advisors, LLC3,295$559.0K0.12%––
Sun Life Financial INC3,305$561.0K0.05%––
First Midwest Bank Trust Division3,313$563.0K0.08%––
Evoke Wealth, LLC3,310$563.0K0.03%––
Quest Capital Management Inc3,316$564.0K0.12%––
Capital One Financial Corp3,332$566.0K0.07%––
Successful Portfolios LLC3,329$566.0K0.37%––
Brewin Dolphin Wealth Management Ltd3,330$566.1K0.09%––
Summit Asset Management, LLC3,343$568.0K0.19%––
Wealth Alliance3,341$568.0K0.16%––
Rehmann Capital Advisory Group3,364$571.9K0.06%––