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
Cypress Capital, LLC	8,753	$1.49M	0.61%	–	–
Hancock Whitney Corp	8,728	$1.48M	0.05%	–	–
Integrated Wealth Concepts LLC	8,659	$1.47M	0.06%	–	–
SOA Wealth Advisors, LLC.	8,635	$1.47M	0.41%	–	–
Game Creek Capital, LP	8,625	$1.47M	0.87%	–	–
JustInvest LLC	8,609	$1.46M	0.22%	–	–
Mark Sheptoff Financial Planning, LLC	8,577	$1.46M	0.84%	–	–
Nwam LLC	8,557	$1.46M	0.15%	–	–
United Bank	8,539	$1.45M	0.20%	–	–
Icon Advisers Inc	8,500	$1.45M	0.23%	–	–
Bridgewater Associates, LP	8,501	$1.45M	0.01%	–	–
Arkadios Wealth Advisors	8,489	$1.44M	0.24%	–	–
JBJ Investment Partners, LLC	8,458	$1.44M	0.31%	–	–
CWM, LLC	6,901	$1.44M	0.01%	–	–
Williams Jones Wealth Management, LLC.	8,411	$1.43M	0.02%	–	–
Financial Advocates Investment Management	8,399	$1.43M	0.11%	–	–
Duff & Phelps Investment Management Co	8,330	$1.42M	0.02%	–	–
Virtue Capital Management, LLC	8,262	$1.40M	0.33%	–	–
Venture Visionary Partners LLC	8,262	$1.40M	0.12%	–	–
Guardian Capital Advisors LP	7,955	$1.40M	0.16%	–	–
WT Wealth Management	8,240	$1.40M	0.65%	–	–
Schnieders Capital Management LLC	8,225	$1.40M	0.42%	–	–
Coastal Investment Advisors, Inc.	8,195	$1.39M	0.37%	–	–
Spears Abacus Advisors LLC	8,086	$1.38M	0.11%	–	–
Castellan Group, LLC	8,075	$1.37M	0.73%	–	–
Baldwin Brothers Inc	8,002	$1.36M	0.16%	–	–
Supplemental Annuity Collective Trust of NJ	8,000	$1.36M	0.47%	–	–
Sovarnum Capital L.P.	8,000	$1.36M	1.03%	–	–
V Wealth Advisors LLC	7,997	$1.36M	0.25%	–	–
Gladstone Institutional Advisory LLC	7,995	$1.36M	0.21%	–	–
Northstar Advisory Group, LLC	7,991	$1.36M	1.04%	–	–
Clearstead Advisors, LLC	7,953	$1.35M	0.11%	–	–
Highland Capital Management, LLC	7,951	$1.35M	0.08%	–	–
Adams Chetwood Wealth Management LLC	7,926	$1.35M	1.03%	–	–
AIA Group Ltd	7,890	$1.34M	0.19%	–	–
Lincoln Capital LLC	7,870	$1.34M	0.42%	–	–
Standard Family Office LLC	7,857	$1.34M	0.32%	–	–
Aevitas Wealth Management, Inc.	7,845	$1.33M	0.93%	–	–
Burleson & Company, LLC	7,849	$1.33M	0.22%	–	–
Bigelow Investment Advisors, LLC	7,788	$1.32M	0.67%	–	–
First Financial Bank - Trust Division	7,749	$1.32M	0.15%	–	–
Patton Albertson Miller Group, LLC	7,720	$1.31M	0.32%	–	–
SevenBridge Financial Group, LLC	7,678	$1.30M	0.47%	–	–
Cardan Capital Partners, LLC	7,671	$1.30M	0.16%	–	–
Tradewinds Capital Management, LLC	7,656	$1.30M	0.26%	–	–
Dividend Assets Capital, LLC	7,648	$1.30M	0.25%	–	–
Veriti Management LLC	7,649	$1.30M	0.35%	–	–
Symmetry Partners, LLC	7,625	$1.30M	0.09%	–	–
Payden & Rygel	7,600	$1.29M	0.06%	–	–
DAGCO, Inc.	7,596	$1.29M	0.64%	–	–
Zions Bancorporation, N.A.	7,513	$1.28M	0.14%	–	–
ACG Wealth	7,487	$1.27M	0.17%	–	–
Chatham Capital Group, Inc.	7,465	$1.27M	0.27%	–	–
Founders Financial Alliance, LLC	6,160	$1.27M	0.62%	–	–
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	7,418	$1.26M	0.10%	–	–
Strategic Wealth Partners, Ltd.	7,418	$1.26M	0.50%	–	–
AdvisorNet Financial, Inc	7,410	$1.26M	0.09%	–	–
Washburn Capital Management, Inc.	7,405	$1.26M	0.85%	–	–
Constitution Capital LLC	7,385	$1.25M	0.83%	–	–
AIMZ Investment Advisors, LLC	7,375	$1.25M	0.61%	–	–
Eldridge Investment Advisors, Inc.	7,351	$1.25M	0.48%	–	–
Dynamic Advisor Solutions LLC	7,312	$1.24M	0.12%	–	–
Clayton Partners LLC	7,277	$1.24M	1.20%	–	–
Bank of Hawaii	7,273	$1.24M	0.07%	–	–
Lavaca Capital LLC	7,236	$1.23M	0.71%	–	–
Mid Atlantic Financial Management Inc	7,201	$1.22M	0.09%	–	–
Hussman Strategic Advisors, Inc.	7,200	$1.22M	0.25%	–	–
AXS Investments LLC	7,175	$1.22M	0.43%	–	–
Occudo Quantitative Strategies LP	7,158	$1.22M	0.27%	–	–
Central Bank & Trust Co	7,090	$1.21M	0.21%	–	–
Ingalls & Snyder LLC	7,072	$1.20M	0.06%	–	–
Empirical Finance, LLC	7,140	$1.20M	0.21%	–	–
Merit Financial Group, LLC	7,065	$1.20M	0.13%	–	–
NEXT Financial Group, Inc	7,044	$1.20M	0.11%	–	–
Sentry Investment Management LLC	7,032	$1.20M	0.33%	–	–
Diligent Investors, LLC	7,032	$1.20M	0.44%	–	–
YorkBridge Wealth Partners, LLC	7,014	$1.19M	0.35%	–	–
Davidson Capital Management Inc.	7,008	$1.19M	0.62%	–	–
Hartford Financial Management Inc.	7,000	$1.19M	0.30%	–	–
Meridian Financial Partners LLC	6,609	$1.19M	0.89%	–	–
Trust Co of Virginia	6,962	$1.18M	0.14%	–	–
Pettyjohn, Wood & White, Inc	6,937	$1.18M	0.28%	–	–
Ativo Capital Management LLC	6,937	$1.18M	0.50%	–	–
Frontier Wealth Management LLC	6,921	$1.18M	0.09%	–	–
Parsons Capital Management Inc	6,905	$1.17M	0.10%	–	–
Greenleaf Trust	6,889	$1.17M	0.02%	–	–
Northstar Group, Inc.	6,858	$1.17M	0.33%	–	–
Old Dominion Capital Management Inc	6,816	$1.16M	0.27%	–	–
Mount Yale Investment Advisors, LLC	6,812	$1.16M	0.15%	–	–
Montag A & Associates Inc	6,805	$1.16M	0.07%	–	–
Private Wealth Strategies, L.L.C.	6,808	$1.16M	0.32%	–	–
Steel Peak Wealth Management LLC	6,792	$1.16M	0.09%	–	–
Redmond Asset Management, LLC	6,765	$1.15M	0.36%	–	–
Checchi Capital Advisers, LLC	6,757	$1.15M	0.16%	–	–
Cornerstone Capital, Inc.	6,722	$1.14M	0.14%	–	–
IMS Capital Management	6,723	$1.14M	0.72%	–	–
First Mercantile Trust Co	6,715	$1.14M	0.13%	–	–
Bollard Group LLC	6,646	$1.13M	0.04%	–	–
Thomasville National Bank	12,083	$1.13M	0.21%	–	–
MD Financial Management Inc.	6,642	$1.13M	0.03%	–	–