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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
Weybosset Research & Management LLC2,400$408.0K0.17%––
Ledyard National Bank2,401$408.0K0.04%––
Hayden Royal, LLC2,401$408.0K0.23%––
SignalPoint Asset Management, LLC2,396$407.0K0.14%––
Versant Capital Management, Inc2,397$407.0K0.15%––
Western Wealth Management, LLC2,388$406.0K0.05%––
Insight Advisors, LLC1,963$406.0K0.13%––
Matrix Asset Advisors Inc2,375$404.0K0.06%––
Beaumont Financial Partners, LLC2,375$404.0K0.03%––
Prime Capital Investment Advisors, LLC2,374$404.0K0.03%––
Liberty Wealth Management LLC2,566$401.0K0.20%––
Sound View Wealth Advisors Group, LLC2,354$400.0K0.09%––
M&G Investment Management Ltd2,336$397.0K0.00%––
WESPAC Advisors, LLC2,335$397.0K0.30%––
Legacy Capital Wealth Partners, LLC2,334$397.0K0.16%––
Red Wave Investments LLC2,335$397.0K0.16%––
Apollon Wealth Management, LLC2,327$396.0K0.08%––
Alexandria Capital, LLC2,320$394.0K0.04%––
Leisure Capital Management2,315$394.0K0.24%––
Meridian Wealth Advisors, LLC2,313$393.0K0.13%––
Grace Capital2,300$391.0K0.25%––
Old Mission Investment Co LLC2,300$391.0K0.18%––
GW Henssler & Associates Ltd2,289$389.0K0.03%––
Procyon Private Wealth Partners, LLC2,284$388.0K0.18%––
Marshall Financial Group LLC2,284$388.0K0.23%––
Perennial Investment Advisors, LLC2,273$386.0K0.15%––
Sutton Wealth Advisors Inc.2,270$385.9K0.15%––
First Citizens Bank & Trust Co2,266$385.0K0.02%––
Unio Capital LLC2,266$385.0K0.18%––
Secure Asset Management, LLC2,266$385.0K0.21%––
NTV Asset Management LLC2,260$384.0K0.07%––
Baystate Wealth Management LLC2,258$384.0K0.04%––
Qtron Investments LLC2,255$383.0K0.11%––
Stevens Capital Management LP2,249$382.0K0.21%––
Joel Isaacson & Co., LLC2,226$378.0K0.03%––
Advisors Management Group Inc2,219$377.0K0.12%––
Strategy Asset Managers LLC2,205$375.0K0.09%––
Cornell Pochily Investment Advisors, Inc.2,201$374.0K0.18%––
Peoples Financial Services Corp.2,195$373.0K0.16%––
Trust Co2,191$372.0K0.27%––
Avidian Wealth Solutions, LLC2,170$369.0K0.03%––
Allen Capital Group, LLC2,166$368.0K0.08%––
Cobblestone Capital Advisors LLC2,159$367.0K0.03%––
Wealthsource Partners, LLC2,158$367.0K0.04%––
Absher Wealth Management, LLC2,160$367.0K0.07%––
Tradition Wealth Management, LLC2,157$367.0K0.06%––
Reilly Herbert Faulkner III2,152$366.0K0.12%––
Arcus Capital Partners, LLC2,151$366.0K0.03%––
Virtu Financial LLC2,148$365.0K0.03%––
Windsor Group LTD2,146$365.0K0.09%––
Financial Sense Advisors, Inc.2,124$361.0K0.12%––
Atlas Brown,Inc.2,094$356.0K0.17%––
Colonial River Wealth Management, LLC2,091$355.0K0.29%––
Adirondack Trust Co2,076$353.0K0.19%––
Beaton Management Co. Inc.2,078$353.0K0.24%––
Aries Wealth Management2,006$353.0K0.16%––
Global Trust Asset Management, LLC2,075$353.0K0.19%––
Lake Street Financial LLC2,074$353.0K0.10%––
LVM Capital Management Ltd2,073$352.0K0.06%––
Asahi Life Asset Management Co., Ltd.2,070$352.0K0.05%––
Rikoon Group, LLC2,072$352.0K0.09%––
Gryphon Financial Partners LLC2,057$350.0K0.08%––
Ridgewood Investments LLC2,050$349.0K0.21%––
WealthShield Partners, LLC2,052$349.0K0.06%––
Spotlight Asset Group, Inc.2,048$348.0K0.13%––
Vista Capital Partners, Inc.2,029$345.0K0.05%––
Money Concepts Capital Corp2,004$341.0K0.03%––
Park Circle Co2,000$340.0K0.30%––
Rice Partnership, LLC2,000$340.0K0.12%––
Quad-Cities Investment Group, LLC2,001$340.0K0.26%––
Winthrop Advisory Group LLC1,996$339.0K0.08%––
Great Diamond Partners, LLC2,000$339.0K0.10%––
WMS Partners, LLC1,986$338.0K0.08%––
Personal Cfo Solutions, LLC1,987$338.0K0.07%––
Matrix Private Capital Group LLC1,987$338.0K0.20%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,978$336.0K0.13%––
Dearborn Partners LLC1,969$335.0K0.01%––
Sustainable Insight Capital Management, LLC1,971$335.0K0.22%––
McIlrath & Eck, LLC1,966$334.0K0.12%––
Fort Sheridan Advisors LLC1,960$333.0K0.13%––
Benedict Financial Advisors Inc1,949$331.0K0.10%––
Stewardship Financial Advisors, LLC1,946$331.0K0.12%––
New England Asset Management Inc1,940$330.0K0.01%––
Tiedemann Advisors, LLC1,952$330.0K0.01%––
Stuart Chaussee & Associates, Inc.1,942$330.0K0.13%––
GAM Holding AG1,932$329.0K0.02%––
Princeton Portfolio Strategies Group LLC1,935$329.0K0.06%––
McRae Capital Management Inc1,930$328.0K0.08%––
Gillespie Robinson & Grimm Inc1,925$327.0K0.03%––
Bray Capital Advisors1,922$327.0K0.09%––
Strategic Wealth Designers1,924$327.0K0.16%––
Brewin Dolphin Ltd1,916$325.7K0.02%––
Advisors Capital Management, LLC1,917$325.0K0.01%––
WC Walker & Associates, Inc.1,870$324.0K0.18%––
Atlanta Financial Associates LLC1,919$323.0K0.15%––
Truehand, Inc1,900$323.0K0.20%––
Corundum Group, Inc.1,896$322.0K0.25%––
Smithfield Trust Co1,892$321.0K0.02%––
Polar Asset Management Partners Inc.1,891$321.0K0.00%––
Staley Capital Advisers Inc1,880$320.0K0.02%––