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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
Thomas White International Ltd3,370$573.0K0.09%––
Montis Financial, LLC3,360$575.0K0.54%––
De Burlo Group Inc3,389$576.0K0.10%––
Bank Ozk3,392$577.0K0.27%––
Salvus Wealth Management, LLC3,352$580.0K0.54%––
Roble, Belko & Company, Inc3,424$582.0K0.14%––
Farmers & Merchants Trust Co of Long Beach3,424$582.0K0.20%––
Capital Advantage, Inc.3,435$584.0K0.16%––
Cornerstone Wealth Group, LLC3,269$584.0K0.12%––
IFG Advisors, LLC3,436$584.0K0.32%––
Jaffetilchin Investment Partners, LLC3,449$586.0K0.07%––
Heritage Wealth Advisors3,449$586.3K0.04%––
King Wealth3,456$587.0K0.13%––
Busey Wealth Management3,461$589.0K0.03%––
Community Bank & Trust, Waco, Texas3,469$590.0K0.20%––
Founders Capital Management, LLC3,475$591.0K0.15%––
Legacy Financial Advisors, Inc.3,475$591.0K0.16%––
Valley National Advisers Inc3,500$595.0K0.12%––
Douglas Lane & Associates, LLC3,514$597.0K0.01%––
Profit Investment Management, LLC3,513$598.0K0.34%––
Defined Wealth Management, LLC3,525$599.0K0.57%––
Proequities, Inc.3,535$601.0K0.04%––
Patriot Financial Group Insurance Agency, LLC3,536$601.0K0.14%––
Patten Group, Inc.3,547$603.0K0.19%––
Fundamentun, LLC3,545$603.0K0.19%––
AAFMAA Wealth Management & Trust LLC3,564$605.0K0.29%––
Savant Capital, LLC3,567$606.0K0.03%––
Assetmark, Inc3,573$607.0K0.00%––
Family Legacy, Inc.3,586$610.0K0.29%––
Brightworth3,603$612.0K0.06%––
Perpetual Investment Management Ltd3,616$613.0K0.10%––
Corrado Advisors, LLC3,647$620.0K0.46%––
Mission Creek Capital Partners, Inc.3,646$620.0K0.09%––
Morris Retirement Advisors, LLC3,646$620.0K0.58%––
Claro Advisors LLC3,654$621.0K0.31%––
McAdam, LLC3,659$622.0K0.09%––
Bangor Savings Bank3,672$625.0K0.08%––
Intrust Bank NA3,700$629.0K0.09%––
Perigon Wealth Management, LLC3,711$631.0K0.06%––
Baker Ellis Asset Management LLC3,760$639.0K0.14%––
Balentine LLC3,764$640.0K0.03%––
Founders Capital Management3,765$640.0K0.46%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,783$643.0K0.01%––
Kingfisher Capital LLC3,792$645.0K0.18%––
Exane Derivatives3,822$649.7K0.20%––
Creegan & Nassoura Financial Group, LLC3,823$650.0K0.58%––
Grandview Asset Management LLC3,829$651.0K0.35%––
Burney Co3,837$652.0K0.03%––
Stableford Capital II LLC3,843$653.0K0.33%––
Capital Advisory Group Advisory Services, LLC3,850$654.0K0.25%––
Pflug Koory, LLC3,853$655.0K0.36%––
LVW Advisors, LLC3,858$656.0K0.13%––
Balasa Dinverno & Foltz LLC3,871$658.0K0.05%––
Northwest Bancshares, Inc.3,872$658.0K0.16%––
McGuire Investment Group, LLC3,872$658.0K0.14%––
ERTS Wealth Advisors, LLC3,873$658.0K0.19%––
S&T Bank3,884$660.0K0.11%––
SFMG, LLC3,882$660.0K0.08%––
Western Financial Corporation3,889$661.0K0.40%––
Sterling Financial Planning, Inc.3,894$662.0K0.47%––
Carl P. Sherr & Co., LLC3,906$664.0K0.50%––
Belpointe Asset Management LLC3,910$665.0K0.06%––
S.A. Mason LLC3,955$672.0K0.50%––
Agf Investments Inc.3,963$674.0K0.01%––
Maltin Wealth Management, Inc.3,967$674.0K0.44%––
Diamant Asset Management, Inc.3,975$676.0K0.59%––
Terra Nova Asset Management LLC3,982$677.0K0.60%––
GoalVest Advisory LLC3,990$678.0K0.51%––
Grove Bank & Trust4,016$682.0K0.16%––
AGF Investments LLC4,016$683.0K0.08%––
First Bank & Trust4,021$683.0K0.34%––
OneAscent Wealth Management LLC4,023$684.0K0.29%––
Liberty Capital Management, Inc.4,030$685.0K0.24%––
Investors Asset Management of Georgia Inc4,035$686.0K0.40%––
Kanawha Capital Management LLC4,062$690.0K0.07%––
CRA Financial Services, LLC4,061$690.0K0.27%––
FourThought Financial, LLC4,068$691.0K0.10%––
Oakworth Capital, Inc.4,071$692.0K0.08%––
TD Ameritrade Investment Management, LLC4,116$693.0K0.01%––
Eqis Capital Management, Inc.4,075$693.0K0.05%––
Csenge Advisory Group3,953$696.0K0.07%––
Ferguson Wellman Capital Management, Inc4,106$698.0K0.02%––
Diversified Trust Co4,113$699.0K0.03%––
Orion Portfolio Solutions, LLC4,129$702.0K0.03%––
Lombard Odier Asset Management (Switzerland) SA4,134$703.0K0.05%––
Vicus Capital4,149$705.0K0.08%––
Alethea Capital Management, LLC4,150$705.0K0.43%––
Hudson Capital Management LLC4,184$711.0K0.30%––
Covenant Partners, LLC4,188$712.0K0.28%––
Meyer Handelman Co4,200$714.0K0.03%––
Bragg Financial Advisors, Inc4,200$714.0K0.05%––
First Commonwealth Financial Corp4,217$717.0K0.28%––
S&CO Inc4,220$717.0K0.06%––
Archer Investment Corp4,250$722.5K0.30%––
Principle Wealth Partners LLC4,263$724.0K0.09%––
Arvest Bank Trust Division4,263$725.0K0.04%––
Sawtooth Solutions, LLC4,282$728.0K0.16%––
Glen Eagle Advisors, LLC4,284$728.2K0.25%––
Harbour Capital Advisors, LLC4,309$732.0K0.22%––
RFG Advisory, LLC4,326$735.0K0.08%––