United Parcel Service Inc

UPS

Exchange: NYSE
Industry: Trucking & Courier Services (No Air)
SEC CIK: 0001090727

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $84.2B

Institutions holding UPS and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,147	$57.3B
Q1 2026	2,120	$49.4B
Q4 2025	2,125	$50.2B
Q3 2025	1,950	$39.4B
Q2 2025	2,116	$50.4B
Q1 2025	2,202	$55.4B
Q4 2024	2,293	$64.8B
Q3 2024	2,169	$69.9B
Q2 2024	2,182	$71.0B
Q1 2024	2,220	$76.3B
Q4 2023	2,269	$80.8B
Q3 2023	2,210	$78.9B
Q2 2023	2,258	$91.0B
Q1 2023	2,267	$100.1B
Q4 2022	2,237	$89.6B
Q3 2022	2,131	$83.8B
Q2 2022	2,152	$95.3B
Q1 2022	2,243	$110.0B
Q4 2021	2,235	$108.2B
Q3 2021	1,984	$91.7B
Q2 2021	2,018	$104.6B
Q1 2021	1,966	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Bluefin Capital Management, LLC	5,634	$958.0K	0.05%	–	–
Landscape Capital Management, L.L.C.	5,640	$959.0K	0.15%	–	–
Palumbo Wealth Management LLC	5,652	$961.0K	0.72%	–	–
Legacy Wealth Asset Management, LLC	5,667	$963.0K	0.44%	–	–
Clarius Group, LLC	5,669	$964.0K	0.10%	–	–
Cary Street Partner Investment Advisory LLC	5,676	$965.0K	0.40%	–	–
Private Trust Co NA	5,698	$968.0K	0.16%	–	–
Lyell Wealth Management, LP	5,695	$968.0K	0.14%	–	–
Loveless Wealth Management LLC	5,730	$974.0K	0.64%	–	–
Hellman Jordan Management Co Inc	5,737	$975.0K	1.42%	–	–
IHT Wealth Management, LLC	5,747	$977.0K	0.07%	–	–
Ancora Advisors, LLC	5,777	$982.0K	0.03%	–	–
Gleason Group, Inc.	5,813	$988.0K	0.39%	–	–
Johnson Investment Counsel Inc	5,825	$990.0K	0.01%	–	–
Wrapmanager Inc	5,854	$995.0K	0.28%	–	–
Toroso Investments, LLC	5,876	$999.0K	0.05%	–	–
First Hawaiian Bank	5,884	$1.00M	0.04%	–	–
Jag Capital Management, LLC	5,885	$1.00M	0.09%	–	–
Bridgefront Capital, LLC	5,886	$1.00M	0.31%	–	–
ZWJ Investment Counsel Inc	5,935	$1.01M	0.06%	–	–
Regent Investment Management LLC	5,940	$1.01M	0.25%	–	–
Fiduciary Trust Co	5,952	$1.01M	0.02%	–	–
NBT Bank N A	5,960	$1.01M	0.15%	–	–
Fernwood Investment Management, LLC	5,963	$1.01M	0.37%	–	–
Buckingham Capital Management, Inc.	5,973	$1.01M	0.17%	–	–
Trust Investment Advisors	6,005	$1.02M	1.00%	–	–
Southeast Asset Advisors Inc.	6,045	$1.03M	0.18%	–	–
Intellectus Partners, LLC	6,048	$1.03M	0.28%	–	–
American National Bank	6,102	$1.04M	0.24%	–	–
Probity Advisors, Inc.	6,111	$1.04M	0.23%	–	–
Ieq Capital, LLC	6,124	$1.04M	0.04%	–	–
Trustcore Financial Services, LLC	6,135	$1.04M	0.12%	–	–
StoneX Group Inc.	6,146	$1.04M	0.19%	–	–
Vident Investment Advisory, LLC	6,145	$1.04M	0.04%	–	–
Change Path, LLC	6,171	$1.05M	0.08%	–	–
Berkshire Asset Management LLC	6,177	$1.05M	0.08%	–	–
Private Portfolio Partners LLC	6,187	$1.05M	0.34%	–	–
Founders Financial Securities LLC	6,203	$1.05M	0.24%	–	–
Lakeview Capital Partners, LLC	6,198	$1.05M	0.45%	–	–
Abbrea Capital, LLC	6,198	$1.05M	0.17%	–	–
Vanguard Capital Wealth Advisors	6,141	$1.06M	0.90%	–	–
Traynor Capital Management, Inc.	6,227	$1.06M	0.17%	–	–
Centaurus Financial, Inc.	6,232	$1.06M	0.10%	–	–
Amica Retiree Medical Trust	6,249	$1.06M	0.72%	–	–
Heartland Bank & Trust Co	6,264	$1.06M	0.97%	–	–
Pendal Group Limited	6,269	$1.07M	0.01%	–	–
Rothschild Investment Corp	6,278	$1.07M	0.09%	–	–
TFG Advisers LLC	6,283	$1.07M	0.55%	–	–
Ontario Teachers Pension Plan Board	6,297	$1.07M	0.01%	–	–
Mountain Capital Investment Advisors, Inc	5,991	$1.07M	0.54%	–	–
Capital Asset Advisory Services LLC	6,331	$1.08M	0.16%	–	–
American National Registered Investment Advisor, Inc.	6,334	$1.08M	0.42%	–	–
Triangle Securities Wealth Management	6,349	$1.08M	0.39%	–	–
Solitude Financial Services	6,400	$1.09M	0.88%	–	–
Barings LLC	6,404	$1.09M	0.03%	–	–
Equitable Holdings, Inc.	6,439	$1.09M	0.02%	–	–
Blueshift Asset Management, LLC	6,463	$1.10M	0.11%	–	–
Selective Wealth Management, Inc.	6,470	$1.10M	1.00%	–	–
Brown Capital Management LLC	6,484	$1.10M	0.01%	–	–
Independent Financial Group, LLC	6,485	$1.10M	0.14%	–	–
Hexagon Capital Partners LLC	6,529	$1.11M	0.30%	–	–
Darwin Advisors, LLC	6,574	$1.12M	0.19%	–	–
Legacy Advisors, LLC	6,610	$1.12M	0.50%	–	–
Nixon Peabody Trust Co	6,625	$1.13M	0.46%	–	–
Thomasville National Bank	12,083	$1.13M	0.21%	–	–
MD Financial Management Inc.	6,642	$1.13M	0.03%	–	–
Bollard Group LLC	6,646	$1.13M	0.04%	–	–
First Mercantile Trust Co	6,715	$1.14M	0.13%	–	–
Cornerstone Capital, Inc.	6,722	$1.14M	0.14%	–	–
IMS Capital Management	6,723	$1.14M	0.72%	–	–
Checchi Capital Advisers, LLC	6,757	$1.15M	0.16%	–	–
Redmond Asset Management, LLC	6,765	$1.15M	0.36%	–	–
Steel Peak Wealth Management LLC	6,792	$1.16M	0.09%	–	–
Montag A & Associates Inc	6,805	$1.16M	0.07%	–	–
Private Wealth Strategies, L.L.C.	6,808	$1.16M	0.32%	–	–
Mount Yale Investment Advisors, LLC	6,812	$1.16M	0.15%	–	–
Old Dominion Capital Management Inc	6,816	$1.16M	0.27%	–	–
Northstar Group, Inc.	6,858	$1.17M	0.33%	–	–
Greenleaf Trust	6,889	$1.17M	0.02%	–	–
Parsons Capital Management Inc	6,905	$1.17M	0.10%	–	–
Frontier Wealth Management LLC	6,921	$1.18M	0.09%	–	–
Pettyjohn, Wood & White, Inc	6,937	$1.18M	0.28%	–	–
Ativo Capital Management LLC	6,937	$1.18M	0.50%	–	–
Trust Co of Virginia	6,962	$1.18M	0.14%	–	–
Meridian Financial Partners LLC	6,609	$1.19M	0.89%	–	–
Hartford Financial Management Inc.	7,000	$1.19M	0.30%	–	–
Davidson Capital Management Inc.	7,008	$1.19M	0.62%	–	–
YorkBridge Wealth Partners, LLC	7,014	$1.19M	0.35%	–	–
Sentry Investment Management LLC	7,032	$1.20M	0.33%	–	–
Diligent Investors, LLC	7,032	$1.20M	0.44%	–	–
NEXT Financial Group, Inc	7,044	$1.20M	0.11%	–	–
Merit Financial Group, LLC	7,065	$1.20M	0.13%	–	–
Ingalls & Snyder LLC	7,072	$1.20M	0.06%	–	–
Empirical Finance, LLC	7,140	$1.20M	0.21%	–	–
Central Bank & Trust Co	7,090	$1.21M	0.21%	–	–
Occudo Quantitative Strategies LP	7,158	$1.22M	0.27%	–	–
AXS Investments LLC	7,175	$1.22M	0.43%	–	–
Mid Atlantic Financial Management Inc	7,201	$1.22M	0.09%	–	–
Hussman Strategic Advisors, Inc.	7,200	$1.22M	0.25%	–	–
Lavaca Capital LLC	7,236	$1.23M	0.71%	–	–