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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
Sargent Investment Group, LLC3,078$523.0K0.14%––
AMJ Financial Wealth Management3,073$522.0K0.25%––
Clark Capital Management Group, Inc.3,067$521.0K0.01%––
Cary Street Partners Asset Management LLC19,953$519.0K0.13%––
Nomura Holdings Inc3,186$518.0K0.00%––
NuWave Investment Management, LLC3,048$518.0K0.65%––
First Horizon Advisors, Inc.3,050$518.0K0.03%––
Field & Main Bank3,050$518.0K0.37%––
Flagship Harbor Advisors, LLC3,042$517.0K0.06%––
Menard Financial Group LLC3,041$517.0K0.56%––
Concord Wealth Partners3,030$515.0K0.17%––
Nicolet Bankshares Inc3,005$511.0K0.14%––
Obermeyer Wood Investment Counsel, LLLP3,005$511.0K0.03%––
Mogy Joel R Investment Counsel Inc3,000$510.0K0.05%––
Univest Financial Corp2,995$509.0K0.14%––
Boston Family Office LLC2,998$509.0K0.04%––
Kore Private Wealth LLC2,996$509.0K0.07%––
Bailard, Inc.2,991$508.0K0.02%––
Jeppson Wealth Management, LLC2,987$507.0K0.30%––
Cascadia Advisory Services, LLC2,967$504.0K0.11%––
Aurora Private Wealth, Inc.2,955$502.0K0.21%––
Mascoma Wealth Management LLC2,941$500.0K0.22%––
Avestar Capital, LLC2,521$500.0K0.11%––
X-Square Capital, LLC2,940$500.0K0.23%––
Credential Qtrade Securities Inc.2,940$499.8K0.05%––
Navellier & Associates Inc2,924$497.0K0.09%––
Cornerstone Advisory, LLC2,923$497.0K0.09%––
Indiana Trust & Investment Management CO2,920$496.0K0.26%––
Ausdal Financial Partners, Inc.2,920$496.0K0.08%––
Corrigan Financial, Inc.2,917$495.9K0.17%––
Wilbanks Smith & Thomas Asset Management LLC2,912$495.0K0.02%––
Formidable Asset Management, LLC2,890$495.0K0.11%––
Lake Street Advisors Group, LLC2,908$494.0K0.04%––
Murphy, Middleton, Hinkle & Parker, Inc.2,907$494.0K0.29%––
Weatherly Asset Management L. P.2,899$493.0K0.07%––
EPG Wealth Management LLC2,891$491.0K0.24%––
Choice Wealth Advisors, LLC2,888$491.0K0.43%––
Texas Capital Bancshares Inc2,882$490.0K0.39%––
Tarbox Family Office, Inc.2,884$490.0K0.10%––
Segment Wealth Management, LLC2,869$488.0K0.06%––
Arete Wealth Advisors, LLC2,827$483.0K0.06%––
Alliance Wealth Advisors, LLC2,833$482.0K0.48%––
Essex Savings Bank3,045$480.0K0.21%––
Cabot Wealth Management Inc2,816$479.0K0.07%––
WealthStone, Inc.2,821$479.0K0.17%––
Chicago Partners Investment Group LLC2,724$479.0K0.04%––
Braun Stacey Associates Inc2,814$478.0K0.02%––
Two Sigma Securities, LLC2,814$478.0K0.11%––
Quadrant Capital Group LLC2,804$477.0K0.08%––
Center for Financial Planning, Inc.2,807$477.0K0.12%––
Octavia Wealth Advisors, LLC2,804$477.0K0.14%––
RDA Financial Network2,798$476.0K0.20%––
Regent Peak Wealth Advisors LLC2,801$476.0K0.16%––
Source Financial Advisors LLC2,803$476.0K0.13%––
Verity Asset Management, Inc.2,771$471.0K0.28%––
Cohen & Steers, Inc.2,766$470.0K0.00%––
Montecito Bank & Trust2,758$469.0K0.10%––
Advisors Preferred, LLC2,734$468.0K0.07%––
blooom, inc.2,790$467.0K0.37%––
Nations Financial Group Inc,2,730$464.0K0.11%––
Cribstone Capital Management, LLC2,714$461.0K0.30%––
Kistler-Tiffany Companies, LLC2,699$459.0K0.12%––
CoreFirst Bank & Trust2,688$457.0K0.31%––
Foundations Investment Advisors, LLC2,650$456.0K0.03%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,678$454.0K0.05%––
RB Capital Management, LLC2,670$454.0K0.20%––
NorthRock Partners, LLC2,652$451.0K0.04%––
Gray Wealth Management Inc.2,651$451.0K0.29%––
Proficio Capital Partners LLC2,647$450.0K0.06%––
UBP Investment Advisors SA2,665$450.0K0.18%––
First Nebraska Trust Co2,641$448.9K0.06%––
Cannon Financial Strategists, Inc.2,631$447.2K0.19%––
Shufro Rose & Co LLC2,625$446.0K0.04%––
Demars Financial Group, LLC2,620$445.0K0.30%––
Wellington Shields & Co., LLC2,605$443.0K0.16%––
Accel Wealth Management2,605$443.0K0.36%––
Peavine Capital, LLC2,600$442.0K0.10%––
Cambridge Trust Co2,596$441.0K0.02%––
Lombard Odier Asset Management (Europe) Ltd2,582$439.0K0.03%––
Delta Financial Advisors LLC2,579$439.0K0.21%––
Chase Investment Counsel Corp2,577$438.0K0.20%––
N.E.W. Advisory Services LLC2,546$437.0K0.08%––
Gerber Kawasaki Wealth & Investment Management2,549$433.0K0.05%––
Pacitti Group Inc.2,540$431.0K0.28%––
Gilman Hill Asset Management, LLC2,510$427.0K0.12%––
Weaver Consulting Group2,514$427.0K0.26%––
Fairfield, Bush & Co.2,500$425.0K0.12%––
Bluesphere Advisors, LLC2,499$425.0K0.38%––
GeoWealth Management, LLC2,496$424.0K0.07%––
Highland Private Wealth Management2,489$424.0K0.07%––
Reitz Capital Advisors LLC2,492$424.0K0.31%––
BCJ Capital Management, LLC2,493$424.0K0.05%––
Nachman Norwood & Parrott, Inc2,484$422.0K0.05%––
DF Dent & Co Inc2,461$418.0K0.00%––
Traverso Chambers Private Wealth Management, LLC2,457$418.0K0.14%––
Crossvault Capital Management LLC2,450$416.0K0.15%––
Braun-Bostich & Associates Inc.2,431$413.0K0.79%––
Calamos Wealth Management LLC2,419$411.0K0.03%––
360 Financial, Inc.2,418$411.0K0.23%––
Cadence Bank NA2,412$410.0K0.13%––