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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: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 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 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$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
Nixon Peabody Trust Co6,625$1.13M0.46%––
Legacy Advisors, LLC6,610$1.12M0.50%––
Darwin Advisors, LLC6,574$1.12M0.19%––
Hexagon Capital Partners LLC6,529$1.11M0.30%––
Independent Financial Group, LLC6,485$1.10M0.14%––
Brown Capital Management LLC6,484$1.10M0.01%––
Selective Wealth Management, Inc.6,470$1.10M1.00%––
Blueshift Asset Management, LLC6,463$1.10M0.11%––
Equitable Holdings, Inc.6,439$1.09M0.02%––
Barings LLC6,404$1.09M0.03%––
Solitude Financial Services6,400$1.09M0.88%––
Triangle Securities Wealth Management6,349$1.08M0.39%––
American National Registered Investment Advisor, Inc.6,334$1.08M0.42%––
Capital Asset Advisory Services LLC6,331$1.08M0.16%––
Mountain Capital Investment Advisors, Inc5,991$1.07M0.54%––
Ontario Teachers Pension Plan Board6,297$1.07M0.01%––
TFG Advisers LLC6,283$1.07M0.55%––
Rothschild Investment Corp6,278$1.07M0.09%––
Pendal Group Limited6,269$1.07M0.01%––
Heartland Bank & Trust Co6,264$1.06M0.97%––
Amica Retiree Medical Trust6,249$1.06M0.72%––
Centaurus Financial, Inc.6,232$1.06M0.10%––
Traynor Capital Management, Inc.6,227$1.06M0.17%––
Vanguard Capital Wealth Advisors6,141$1.06M0.90%––
Founders Financial Securities LLC6,203$1.05M0.24%––
Lakeview Capital Partners, LLC6,198$1.05M0.45%––
Abbrea Capital, LLC6,198$1.05M0.17%––
Private Portfolio Partners LLC6,187$1.05M0.34%––
Berkshire Asset Management LLC6,177$1.05M0.08%––
Change Path, LLC6,171$1.05M0.08%––
StoneX Group Inc.6,146$1.04M0.19%––
Vident Investment Advisory, LLC6,145$1.04M0.04%––
Trustcore Financial Services, LLC6,135$1.04M0.12%––
Ieq Capital, LLC6,124$1.04M0.04%––
Probity Advisors, Inc.6,111$1.04M0.23%––
American National Bank6,102$1.04M0.24%––
Southeast Asset Advisors Inc.6,045$1.03M0.18%––
Intellectus Partners, LLC6,048$1.03M0.28%––
Trust Investment Advisors6,005$1.02M1.00%––
Buckingham Capital Management, Inc.5,973$1.01M0.17%––
Fernwood Investment Management, LLC5,963$1.01M0.37%––
NBT Bank N A5,960$1.01M0.15%––
Fiduciary Trust Co5,952$1.01M0.02%––
Regent Investment Management LLC5,940$1.01M0.25%––
ZWJ Investment Counsel Inc5,935$1.01M0.06%––
Bridgefront Capital, LLC5,886$1.00M0.31%––
First Hawaiian Bank5,884$1.00M0.04%––
Jag Capital Management, LLC5,885$1.00M0.09%––
Toroso Investments, LLC5,876$999.0K0.05%––
Wrapmanager Inc5,854$995.0K0.28%––
Johnson Investment Counsel Inc5,825$990.0K0.01%––
Gleason Group, Inc.5,813$988.0K0.39%––
Ancora Advisors, LLC5,777$982.0K0.03%––
IHT Wealth Management, LLC5,747$977.0K0.07%––
Hellman Jordan Management Co Inc5,737$975.0K1.42%––
Loveless Wealth Management LLC5,730$974.0K0.64%––
Private Trust Co NA5,698$968.0K0.16%––
Lyell Wealth Management, LP5,695$968.0K0.14%––
Cary Street Partner Investment Advisory LLC5,676$965.0K0.40%––
Clarius Group, LLC5,669$964.0K0.10%––
Legacy Wealth Asset Management, LLC5,667$963.0K0.44%––
Palumbo Wealth Management LLC5,652$961.0K0.72%––
Landscape Capital Management, L.L.C.5,640$959.0K0.15%––
Bluefin Capital Management, LLC5,634$958.0K0.05%––
Citizens Business Bank5,625$956.0K0.13%––
Toews Corp5,600$952.0K0.08%––
Meitav Dash Investments Ltd5,585$947.0K0.03%––
Cox Capital Mgt LLC5,532$940.0K0.65%––
Arjuna Capital5,524$939.0K0.46%––
Kovack Advisors, Inc.5,522$939.0K0.12%––
FIL Ltd5,486$933.0K0.00%––
Brown Miller Wealth Management, LLC5,469$930.0K0.66%––
Thrive Capital Management, LLC5,473$930.0K0.87%––
Cypress Capital Group5,465$929.0K0.13%––
JT Stratford LLC5,441$925.0K0.33%––
Krilogy Financial LLC5,435$924.0K0.10%––
Wolff Financial Management LLC5,437$924.0K0.42%––
Paces Ferry Wealth Advisors, LLC5,434$924.0K0.80%––
Teamwork Financial Advisors, LLC5,419$921.0K0.22%––
LCNB Corp5,414$920.0K0.50%––
Colonial Trust Advisors5,405$919.0K0.12%––
D.B. Root & Company, LLC5,400$917.0K0.36%––
MTM Investment Management, LLC5,374$913.0K0.51%––
Caldwell Trust Co5,356$910.5K0.13%––
1st Source Bank5,356$910.0K0.06%––
Eads & Heald Wealth Management5,348$909.0K0.47%––
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%––
OmniStar Financial Group, Inc.5,337$907.0K1.15%––
Livingston Group Asset Management CO (operating as Southport Capital Management)5,302$901.0K0.24%––
Wealthstreet Investment Advisors, LLC5,291$899.0K0.09%––
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%––
Boyd Watterson Asset Management LLC5,258$894.0K0.39%––
Mitchell Sinkler & Starr5,235$890.0K0.86%––
Hyman Charles D5,238$890.0K0.07%––
Alaethes Wealth LLC5,202$884.0K0.82%––