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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
Keudell/Morrison Wealth Management4,336$737.0K0.43%––
Principal Street Partners, LLC4,354$740.0K0.10%––
WestHill Financial Advisors, Inc.4,351$740.0K0.26%––
Sunflower Bank, N.A.4,384$745.0K0.12%––
Dakota Wealth Management4,435$754.0K0.10%––
Marks Group Wealth Management, Inc4,449$754.0K0.11%––
Valmark Advisers, Inc.4,442$755.0K0.01%––
Marino, Stram & Associates LLC4,454$757.0K0.30%––
Allred Capital Management, LLC4,463$758.7K0.34%––
Trustco Bank Corp N Y4,475$760.0K0.64%––
Banque Pictet & Cie SA4,492$764.0K0.01%––
M Holdings Securities, Inc.4,503$765.0K0.07%––
Integer Wealth Advisors Group LLC4,348$765.0K0.42%––
Eidelman Virant Capital4,520$767.0K0.31%––
VeraBank, N.A.4,542$772.0K0.50%––
Smith, Moore & Co.4,548$773.0K0.13%––
Waldron Private Wealth LLC4,555$774.0K0.05%––
Pinnacle Wealth Planning Services, Inc.4,569$777.0K0.20%––
Capital Analysts, LLC4,599$782.0K0.05%––
Fiduciary Group LLC3,840$783.0K0.10%––
Bradley Foster & Sargent Inc4,621$786.0K0.02%––
Barr E S & Co4,636$788.0K0.06%––
First National Bank of South Miami4,647$790.0K0.60%––
Pitcairn Co4,669$794.0K0.06%––
Park Avenue Securities LLC4,710$801.0K0.02%––
Legg Mason Asset Management (Japan) Co., Ltd.4,710$801.0K0.87%––
Chicago Capital, LLC4,714$801.0K0.03%––
Signet Financial Management, LLC4,731$804.0K0.15%––
IFG Advisory, LLC4,747$806.0K0.10%––
Resource Management, LLC4,740$806.0K0.10%––
DT Investment Partners, LLC4,763$809.0K0.12%––
swisspartners Ltd.4,750$809.0K0.66%––
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.4,765$810.0K0.17%––
Cooper Financial Group4,767$810.0K0.18%––
Corbin Capital Partners, L.P.4,800$816.0K0.19%––
Detalus Advisors, LLC4,806$817.0K0.48%––
Elk River Wealth Management, LLC4,814$818.0K0.23%––
Pettee Investors, Inc.4,820$819.0K0.40%––
Walter & Keenan Financial Consulting Co4,823$820.0K0.29%––
Brighton Jones LLC4,824$820.0K0.05%––
Essex Financial Services, Inc.4,840$823.0K0.15%––
180 Wealth Advisors, LLC3,885$823.0K0.20%––
IVC Wealth Advisors LLC4,856$826.0K0.65%––
Tocqueville Asset Management L.P.4,866$827.0K0.01%––
TRUE Private Wealth Advisors4,872$828.0K0.13%––
Evermay Wealth Management LLC4,878$829.0K0.17%––
GYL Financial Synergies, LLC4,892$832.0K0.46%––
Ropes Wealth Advisors LLC3,906$837.0K0.15%––
Axiom Financial Strategies, LLC4,930$838.0K0.41%––
Wealth Management Partners, LLC4,883$840.0K0.63%––
Global Retirement Partners, LLC4,974$846.0K0.10%––
Main Street Financial Solutions, LLC4,996$849.0K0.15%––
Baker Tilly Wealth Management, LLC5,003$850.0K0.17%––
Terry L. Blaker5,006$851.0K0.06%––
Glovista Investments LLC5,018$853.0K0.26%––
First Dallas Securities Inc.5,050$858.0K0.73%––
Argent Advisors, Inc.5,089$865.0K0.56%––
Level Four Advisory Services, LLC5,091$865.0K0.07%––
Knuff & Co LLC5,087$865.0K0.37%––
Community Trust & Investment Co5,100$867.0K0.08%––
Ar Asset Management Inc5,100$867.0K0.26%––
Fayez Sarofim & Co5,108$868.0K0.00%––
Stoneridge Investment Partners LLC5,123$871.0K0.46%––
Landsberg, Bennett, & Dubbaneh LLC5,134$879.0K0.13%––
Alaethes Wealth LLC5,202$884.0K0.82%––
Mitchell Sinkler & Starr5,235$890.0K0.86%––
Hyman Charles D5,238$890.0K0.07%––
Boyd Watterson Asset Management LLC5,258$894.0K0.39%––
Dalton Greiner Hartman Maher & Co5,283$898.0K0.71%––
HM Payson & Co5,281$898.0K0.02%––
Archford Capital Strategies, LLC4,998$898.0K0.24%––
Clear Perspective Advisors, LLC5,281$898.0K0.35%––
Wealthstreet Investment Advisors, LLC5,291$899.0K0.09%––
Livingston Group Asset Management CO (operating as Southport Capital Management)5,302$901.0K0.24%––
OmniStar Financial Group, Inc.5,337$907.0K1.15%––
Harbor Investment Advisory, LLC5,340$908.0K0.14%––
Krane Funds Advisors LLC5,343$908.0K0.03%––
FRG Family Wealth Advisors LLC5,341$908.0K0.18%––
Eads & Heald Wealth Management5,348$909.0K0.47%––
1st Source Bank5,356$910.0K0.06%––
Caldwell Trust Co5,356$910.5K0.13%––
MTM Investment Management, LLC5,374$913.0K0.51%––
D.B. Root & Company, LLC5,400$917.0K0.36%––
Colonial Trust Advisors5,405$919.0K0.12%––
LCNB Corp5,414$920.0K0.50%––
Teamwork Financial Advisors, LLC5,419$921.0K0.22%––
Krilogy Financial LLC5,435$924.0K0.10%––
Wolff Financial Management LLC5,437$924.0K0.42%––
Paces Ferry Wealth Advisors, LLC5,434$924.0K0.80%––
JT Stratford LLC5,441$925.0K0.33%––
Cypress Capital Group5,465$929.0K0.13%––
Brown Miller Wealth Management, LLC5,469$930.0K0.66%––
Thrive Capital Management, LLC5,473$930.0K0.87%––
FIL Ltd5,486$933.0K0.00%––
Arjuna Capital5,524$939.0K0.46%––
Kovack Advisors, Inc.5,522$939.0K0.12%––
Cox Capital Mgt LLC5,532$940.0K0.65%––
Meitav Dash Investments Ltd5,585$947.0K0.03%––
Toews Corp5,600$952.0K0.08%––
Citizens Business Bank5,625$956.0K0.13%––