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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
Landsberg, Bennett, & Dubbaneh LLC5,134$879.0K0.13%––
Stoneridge Investment Partners LLC5,123$871.0K0.46%––
Fayez Sarofim & Co5,108$868.0K0.00%––
Community Trust & Investment Co5,100$867.0K0.08%––
Ar Asset Management Inc5,100$867.0K0.26%––
Argent Advisors, Inc.5,089$865.0K0.56%––
Level Four Advisory Services, LLC5,091$865.0K0.07%––
Knuff & Co LLC5,087$865.0K0.37%––
First Dallas Securities Inc.5,050$858.0K0.73%––
Glovista Investments LLC5,018$853.0K0.26%––
Terry L. Blaker5,006$851.0K0.06%––
Baker Tilly Wealth Management, LLC5,003$850.0K0.17%––
Main Street Financial Solutions, LLC4,996$849.0K0.15%––
Global Retirement Partners, LLC4,974$846.0K0.10%––
Wealth Management Partners, LLC4,883$840.0K0.63%––
Axiom Financial Strategies, LLC4,930$838.0K0.41%––
Ropes Wealth Advisors LLC3,906$837.0K0.15%––
GYL Financial Synergies, LLC4,892$832.0K0.46%––
Evermay Wealth Management LLC4,878$829.0K0.17%––
TRUE Private Wealth Advisors4,872$828.0K0.13%––
Tocqueville Asset Management L.P.4,866$827.0K0.01%––
IVC Wealth Advisors LLC4,856$826.0K0.65%––
Essex Financial Services, Inc.4,840$823.0K0.15%––
180 Wealth Advisors, LLC3,885$823.0K0.20%––
Walter & Keenan Financial Consulting Co4,823$820.0K0.29%––
Brighton Jones LLC4,824$820.0K0.05%––
Pettee Investors, Inc.4,820$819.0K0.40%––
Elk River Wealth Management, LLC4,814$818.0K0.23%––
Detalus Advisors, LLC4,806$817.0K0.48%––
Corbin Capital Partners, L.P.4,800$816.0K0.19%––
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.4,765$810.0K0.17%––
Cooper Financial Group4,767$810.0K0.18%––
DT Investment Partners, LLC4,763$809.0K0.12%––
swisspartners Ltd.4,750$809.0K0.66%––
IFG Advisory, LLC4,747$806.0K0.10%––
Resource Management, LLC4,740$806.0K0.10%––
Signet Financial Management, LLC4,731$804.0K0.15%––
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%––
Pitcairn Co4,669$794.0K0.06%––
First National Bank of South Miami4,647$790.0K0.60%––
Barr E S & Co4,636$788.0K0.06%––
Bradley Foster & Sargent Inc4,621$786.0K0.02%––
Fiduciary Group LLC3,840$783.0K0.10%––
Capital Analysts, LLC4,599$782.0K0.05%––
Pinnacle Wealth Planning Services, Inc.4,569$777.0K0.20%––
Waldron Private Wealth LLC4,555$774.0K0.05%––
Smith, Moore & Co.4,548$773.0K0.13%––
VeraBank, N.A.4,542$772.0K0.50%––
Eidelman Virant Capital4,520$767.0K0.31%––
M Holdings Securities, Inc.4,503$765.0K0.07%––
Integer Wealth Advisors Group LLC4,348$765.0K0.42%––
Banque Pictet & Cie SA4,492$764.0K0.01%––
Trustco Bank Corp N Y4,475$760.0K0.64%––
Allred Capital Management, LLC4,463$758.7K0.34%––
Marino, Stram & Associates LLC4,454$757.0K0.30%––
Valmark Advisers, Inc.4,442$755.0K0.01%––
Dakota Wealth Management4,435$754.0K0.10%––
Marks Group Wealth Management, Inc4,449$754.0K0.11%––
Sunflower Bank, N.A.4,384$745.0K0.12%––
Principal Street Partners, LLC4,354$740.0K0.10%––
WestHill Financial Advisors, Inc.4,351$740.0K0.26%––
Keudell/Morrison Wealth Management4,336$737.0K0.43%––
RFG Advisory, LLC4,326$735.0K0.08%––
Harbour Capital Advisors, LLC4,309$732.0K0.22%––
Glen Eagle Advisors, LLC4,284$728.2K0.25%––
Sawtooth Solutions, LLC4,282$728.0K0.16%––
Arvest Bank Trust Division4,263$725.0K0.04%––
Principle Wealth Partners LLC4,263$724.0K0.09%––
Archer Investment Corp4,250$722.5K0.30%––
First Commonwealth Financial Corp4,217$717.0K0.28%––
S&CO Inc4,220$717.0K0.06%––
Meyer Handelman Co4,200$714.0K0.03%––
Bragg Financial Advisors, Inc4,200$714.0K0.05%––
Covenant Partners, LLC4,188$712.0K0.28%––
Hudson Capital Management LLC4,184$711.0K0.30%––
Vicus Capital4,149$705.0K0.08%––
Alethea Capital Management, LLC4,150$705.0K0.43%––
Lombard Odier Asset Management (Switzerland) SA4,134$703.0K0.05%––
Orion Portfolio Solutions, LLC4,129$702.0K0.03%––
Diversified Trust Co4,113$699.0K0.03%––
Ferguson Wellman Capital Management, Inc4,106$698.0K0.02%––
Csenge Advisory Group3,953$696.0K0.07%––
TD Ameritrade Investment Management, LLC4,116$693.0K0.01%––
Eqis Capital Management, Inc.4,075$693.0K0.05%––
Oakworth Capital, Inc.4,071$692.0K0.08%––
FourThought Financial, LLC4,068$691.0K0.10%––
Kanawha Capital Management LLC4,062$690.0K0.07%––
CRA Financial Services, LLC4,061$690.0K0.27%––
Investors Asset Management of Georgia Inc4,035$686.0K0.40%––
Liberty Capital Management, Inc.4,030$685.0K0.24%––
OneAscent Wealth Management LLC4,023$684.0K0.29%––
AGF Investments LLC4,016$683.0K0.08%––
First Bank & Trust4,021$683.0K0.34%––
Grove Bank & Trust4,016$682.0K0.16%––
GoalVest Advisory LLC3,990$678.0K0.51%––
Terra Nova Asset Management LLC3,982$677.0K0.60%––
Diamant Asset Management, Inc.3,975$676.0K0.59%––
Agf Investments Inc.3,963$674.0K0.01%––