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
Homrich & Berg	11,512	$1.96M	0.05%	–	–
Managed Account Services Inc	11,509	$1.96M	0.51%	–	–
Capital Fund Management S.A.	11,485	$1.95M	0.07%	–	–
JGP Wealth Management, LLC	11,478	$1.95M	0.44%	–	–
IndexIQ Advisors LLC	11,465	$1.95M	0.07%	–	–
Bridges Investment Management Inc	11,437	$1.94M	0.06%	–	–
Lido Advisors, LLC	11,422	$1.94M	0.06%	–	–
Cornerstone Wealth Management, LLC	11,415	$1.94M	0.23%	–	–
Norway Savings Bank	11,396	$1.94M	1.02%	–	–
Gamble Jones Investment Counsel	11,378	$1.93M	0.13%	–	–
KMG Fiduciary Partners, LLC	11,286	$1.92M	0.37%	–	–
Mechanics Bank Trust Department	11,281	$1.92M	0.33%	–	–
Eudaimonia Partners, LLC	11,276	$1.92M	0.40%	–	–
Carnegie Capital Asset Management, LLC	11,282	$1.91M	0.08%	–	–
AMG National Trust Bank	11,176	$1.90M	0.06%	–	–
Kiley Juergens Wealth Management, LLC	11,163	$1.90M	0.99%	–	–
Godshalk Welsh Capital Management, Inc.	11,130	$1.89M	1.32%	–	–
Court Place Advisors, LLC	11,021	$1.87M	0.58%	–	–
R.H. Dinel Investment Counsel, Inc.	11,000	$1.87M	1.43%	–	–
American Portfolios Advisors	10,992	$1.87M	0.08%	–	–
Human Investing LLC	10,971	$1.86M	0.48%	–	–
Gofen & Glossberg LLC	10,959	$1.86M	0.05%	–	–
Carroll Financial Associates, Inc.	10,935	$1.86M	0.11%	–	–
ProVise Management Group, LLC	10,910	$1.85M	0.20%	–	–
Rossmore Private Capital	10,911	$1.85M	0.35%	–	–
Trust Co of Vermont	10,904	$1.85M	0.14%	–	–
Bank Hapoalim BM	10,863	$1.85M	0.23%	–	–
Forte Capital LLC	10,850	$1.84M	0.28%	–	–
Saturna Capital CORP	10,802	$1.84M	0.04%	–	–
Taylor Hoffman Wealth Management	10,750	$1.83M	0.84%	–	–
Shelton Capital Management	10,738	$1.83M	0.06%	–	–
AlphaCrest Capital Management LLC	10,700	$1.82M	0.10%	–	–
Ballentine Partners, LLC	10,683	$1.82M	0.07%	–	–
Logan Capital Management Inc	10,678	$1.81M	0.09%	–	–
Edmp, Inc.	10,626	$1.81M	1.91%	–	–
Cantor Fitzgerald Investment Adviser L.P.	10,567	$1.78M	0.25%	–	–
Bessemer Group Inc	10,427	$1.77M	0.00%	–	–
Illinois Municipal Retirement Fund	10,407	$1.77M	0.08%	–	–
Keystone Financial Planning, Inc.	10,315	$1.75M	0.65%	–	–
BKD Wealth Advisors, LLC	10,296	$1.75M	0.09%	–	–
NVWM, LLC	10,289	$1.75M	0.69%	–	–
Townsend & Associates, Inc	10,213	$1.74M	1.13%	–	–
Monarch Capital Management Inc	10,209	$1.74M	0.51%	–	–
Wetherby Asset Management Inc	10,139	$1.72M	0.13%	–	–
Old National Bancorp	10,104	$1.72M	0.07%	–	–
Ameritas Investment Partners, Inc.	10,110	$1.72M	0.07%	–	–
Convergence Investment Partners, LLC	10,105	$1.72M	0.79%	–	–
Moneta Group Investment Advisors LLC	10,095	$1.72M	0.09%	–	–
FORA Capital, LLC	10,079	$1.71M	0.56%	–	–
Moloney Securities Asset Management, LLC	10,073	$1.71M	0.34%	–	–
True North Advisors, LLC	10,040	$1.71M	0.40%	–	–
Gabelli Funds LLC	10,000	$1.70M	0.01%	–	–
American Assets Investment Management, LLC	10,000	$1.70M	0.23%	–	–
Stanley-Laman Group, Ltd.	9,989	$1.70M	0.28%	–	–
Profund Advisors LLC	9,976	$1.70M	0.07%	–	–
Aberdeen Wealth Management LLC	9,963	$1.69M	1.35%	–	–
Shepherd Kaplan Krochuk, LLC	9,898	$1.68M	0.66%	–	–
Ethic Inc.	9,877	$1.68M	0.30%	–	–
Longfellow Investment Management Co LLC	9,854	$1.68M	0.20%	–	–
ForthRight Wealth Management, LLC	9,834	$1.67M	1.13%	–	–
Wolff Wiese Magana LLC	9,801	$1.67M	1.30%	–	–
O'Shaughnessy Asset Management, LLC	9,775	$1.66M	0.04%	–	–
TrimTabs Asset Management, LLC	9,887	$1.66M	0.85%	–	–
Ascension Asset Management LLC	9,720	$1.65M	1.16%	–	–
Moneywise, Inc.	9,713	$1.65M	1.11%	–	–
Banco Santander, S.A.	9,693	$1.65M	0.01%	–	–
Modus Advisors, LLC	9,693	$1.65M	0.76%	–	–
Kovitz Investment Group Partners, LLC	9,660	$1.64M	0.04%	–	–
Werlinich Asset Management, LLC	9,645	$1.64M	1.44%	–	–
Coastline Trust Co	9,625	$1.64M	0.21%	–	–
Meiji Yasuda Life Insurance Co	9,568	$1.63M	0.03%	–	–
Transcend Wealth Collective, LLC	9,522	$1.62M	0.19%	–	–
Fulcrum Asset Management LLP	–	$1.61M	1.03%	–	–
SNS Financial Group, LLC	9,491	$1.61M	0.23%	–	–
Financial Consulate, Inc	9,486	$1.61M	0.65%	–	–
IFP Advisors, Inc	9,451	$1.61M	0.03%	–	–
Cunning Capital Partners, LP	9,400	$1.60M	1.03%	–	–
Financial Architects, Inc	9,396	$1.60M	0.25%	–	–
Gratus Capital LLC	9,360	$1.59M	0.19%	–	–
Investors Research Corp	9,314	$1.58M	0.60%	–	–
Pacific Global Investment Management CO	9,287	$1.58M	0.33%	–	–
Jefferies Group LLC	9,285	$1.58M	0.04%	–	–
Range Financial Group LLC	9,279	$1.58M	1.43%	–	–
Ellsworth Advisors, LLC	9,257	$1.57M	0.95%	–	–
Ashton Thomas Private Wealth, LLC	9,259	$1.57M	0.27%	–	–
Soltis Investment Advisors LLC	9,170	$1.56M	0.28%	–	–
Vivid Financial Management, Inc.	9,173	$1.56M	0.72%	–	–
Shulman DeMeo Asset Management LLC	9,153	$1.56M	0.42%	–	–
Mutual Advisors, LLC	9,088	$1.54M	0.11%	–	–
CPWM, LLC	9,011	$1.53M	0.13%	–	–
Resources Investment Advisors, LLC.	9,002	$1.53M	0.07%	–	–
Keeler Thomas Management LLC	8,976	$1.52M	0.80%	–	–
Keystone Financial Group	8,960	$1.52M	0.30%	–	–
Security National Trust Co	8,935	$1.52M	0.36%	–	–
Meridian Wealth Management, LLC	8,916	$1.52M	0.22%	–	–
First United Bank Trust	8,885	$1.51M	0.65%	–	–
Alpha Omega Wealth Management LLC	8,827	$1.50M	0.26%	–	–
Tokio Marine Asset Management Co Ltd	8,799	$1.50M	0.15%	–	–
HawsGoodwin Investment Management LLC	8,783	$1.49M	0.48%	–	–
Raab & Moskowitz Asset Management LLC	8,767	$1.49M	0.58%	–	–