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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
Maltin Wealth Management, Inc.3,967$674.0K0.44%––
S.A. Mason LLC3,955$672.0K0.50%––
Belpointe Asset Management LLC3,910$665.0K0.06%––
Carl P. Sherr & Co., LLC3,906$664.0K0.50%––
Sterling Financial Planning, Inc.3,894$662.0K0.47%––
Western Financial Corporation3,889$661.0K0.40%––
S&T Bank3,884$660.0K0.11%––
SFMG, LLC3,882$660.0K0.08%––
Balasa Dinverno & Foltz LLC3,871$658.0K0.05%––
Northwest Bancshares, Inc.3,872$658.0K0.16%––
McGuire Investment Group, LLC3,872$658.0K0.14%––
ERTS Wealth Advisors, LLC3,873$658.0K0.19%––
LVW Advisors, LLC3,858$656.0K0.13%––
Pflug Koory, LLC3,853$655.0K0.36%––
Capital Advisory Group Advisory Services, LLC3,850$654.0K0.25%––
Stableford Capital II LLC3,843$653.0K0.33%––
Burney Co3,837$652.0K0.03%––
Grandview Asset Management LLC3,829$651.0K0.35%––
Creegan & Nassoura Financial Group, LLC3,823$650.0K0.58%––
Exane Derivatives3,822$649.7K0.20%––
Kingfisher Capital LLC3,792$645.0K0.18%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,783$643.0K0.01%––
Balentine LLC3,764$640.0K0.03%––
Founders Capital Management3,765$640.0K0.46%––
Baker Ellis Asset Management LLC3,760$639.0K0.14%––
Perigon Wealth Management, LLC3,711$631.0K0.06%––
Intrust Bank NA3,700$629.0K0.09%––
Bangor Savings Bank3,672$625.0K0.08%––
McAdam, LLC3,659$622.0K0.09%––
Claro Advisors LLC3,654$621.0K0.31%––
Corrado Advisors, LLC3,647$620.0K0.46%––
Mission Creek Capital Partners, Inc.3,646$620.0K0.09%––
Morris Retirement Advisors, LLC3,646$620.0K0.58%––
Perpetual Investment Management Ltd3,616$613.0K0.10%––
Brightworth3,603$612.0K0.06%––
Family Legacy, Inc.3,586$610.0K0.29%––
Assetmark, Inc3,573$607.0K0.00%––
Savant Capital, LLC3,567$606.0K0.03%––
AAFMAA Wealth Management & Trust LLC3,564$605.0K0.29%––
Patten Group, Inc.3,547$603.0K0.19%––
Fundamentun, LLC3,545$603.0K0.19%––
Proequities, Inc.3,535$601.0K0.04%––
Patriot Financial Group Insurance Agency, LLC3,536$601.0K0.14%––
Defined Wealth Management, LLC3,525$599.0K0.57%––
Profit Investment Management, LLC3,513$598.0K0.34%––
Douglas Lane & Associates, LLC3,514$597.0K0.01%––
Valley National Advisers Inc3,500$595.0K0.12%––
Founders Capital Management, LLC3,475$591.0K0.15%––
Legacy Financial Advisors, Inc.3,475$591.0K0.16%––
Community Bank & Trust, Waco, Texas3,469$590.0K0.20%––
Busey Wealth Management3,461$589.0K0.03%––
King Wealth3,456$587.0K0.13%––
Heritage Wealth Advisors3,449$586.3K0.04%––
Jaffetilchin Investment Partners, LLC3,449$586.0K0.07%––
Capital Advantage, Inc.3,435$584.0K0.16%––
Cornerstone Wealth Group, LLC3,269$584.0K0.12%––
IFG Advisors, LLC3,436$584.0K0.32%––
Roble, Belko & Company, Inc3,424$582.0K0.14%––
Farmers & Merchants Trust Co of Long Beach3,424$582.0K0.20%––
Salvus Wealth Management, LLC3,352$580.0K0.54%––
Bank Ozk3,392$577.0K0.27%––
De Burlo Group Inc3,389$576.0K0.10%––
Montis Financial, LLC3,360$575.0K0.54%––
Thomas White International Ltd3,370$573.0K0.09%––
Rehmann Capital Advisory Group3,364$571.9K0.06%––
Summit Asset Management, LLC3,343$568.0K0.19%––
Wealth Alliance3,341$568.0K0.16%––
Brewin Dolphin Wealth Management Ltd3,330$566.1K0.09%––
Capital One Financial Corp3,332$566.0K0.07%––
Successful Portfolios LLC3,329$566.0K0.37%––
Quest Capital Management Inc3,316$564.0K0.12%––
First Midwest Bank Trust Division3,313$563.0K0.08%––
Evoke Wealth, LLC3,310$563.0K0.03%––
Sun Life Financial INC3,305$561.0K0.05%––
Berman Capital Advisors, LLC3,295$559.0K0.12%––
Maryland Capital Management3,270$556.0K0.04%––
Redhawk Wealth Advisors, Inc.3,240$551.0K0.14%––
Landmark Financial Advisors, LLC3,242$551.0K0.30%––
Fma Advisory Inc3,223$548.0K0.17%––
Lumature Wealth Partners, LLC3,223$548.0K0.29%––
Gladius Capital Management LP3,217$547.0K0.12%––
NovaPoint Capital, LLC3,216$547.0K0.26%––
Roberts Glore & Co Inc3,212$546.0K0.17%––
Fukoku Mutual Life Insurance Co3,200$544.0K0.05%––
Compton Wealth Advisory Group, LLC3,198$544.0K0.31%––
DeDora Capital, Inc.3,195$543.0K0.26%––
Altus Wealth Group LLC2,532$543.0K0.54%––
Childress Capital Advisors, LLC3,179$540.0K0.25%––
MA Private Wealth3,169$539.0K0.11%––
44 Wealth Management LLC3,172$539.0K0.23%––
Wilkinson Global Asset Management LLC3,162$538.0K0.03%––
Davidson Trust Co3,162$537.0K0.45%––
San Francisco Sentry Investment Group (Ca)3,164$537.0K0.23%––
Capital Square, LLC3,033$533.0K0.40%––
Parkside Financial Bank & Trust3,129$532.0K0.16%––
Ritholtz Wealth Management3,124$531.0K0.04%––
Mission Wealth Management, LP3,117$530.0K0.03%––
E&G Advisors, LP3,112$529.0K0.16%––
Summit X, LLC3,090$526.0K0.14%––
BFT Financial Group, LLC3,087$525.0K0.15%––