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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
Platte River Wealth Advisors, LLC1,850$320.0K0.13%––
Dumont & Blake Investment Advisors LLC1,877$319.0K0.10%––
Legacy Bridge, LLC1,877$319.0K0.21%––
Lester Murray Antman dba SimplyRich1,879$319.0K0.13%––
Neo Ivy Capital Management1,856$316.0K0.35%––
Coastal Capital Group, Inc.1,861$316.0K0.08%––
BLB&B Advisors, LLC1,855$315.0K0.02%––
Wealth Alliance Advisory Group, LLC1,853$315.0K0.16%––
Sugarloaf Wealth Management, LLC1,848$314.0K0.09%––
GPS Wealth Strategies Group, LLC1,839$312.0K0.09%––
First City Capital Management, Inc.1,475$311.0K0.18%––
Almanack Investment Partners, LLC.1,817$309.0K0.03%––
Kings Point Capital Management1,801$306.0K0.03%––
Financial Engines Advisors L.L.C.1,803$306.0K0.00%––
Kercheville Advisors, LLC1,801$306.0K0.15%––
Wellington Shields Capital Management, LLC1,792$305.0K0.03%––
Creative Financial Designs Inc1,789$304.0K0.06%––
Penserra Capital Management LLC1,789$304.0K0.01%––
Quantinno Capital Management LP1,791$304.0K0.33%––
DSC Advisors, L.P.1,784$303.0K0.25%––
Dana Investment Advisors, Inc.1,784$303.0K0.01%––
Security National Bank of So Dak1,776$302.0K0.25%––
Mather Group, LLC.1,779$302.0K0.01%––
Boltwood Capital Management1,775$302.0K0.13%––
OneAscent Financial Services LLC1,770$301.0K0.30%––
Old Port Advisors1,761$299.0K0.12%––
Abacus Wealth Partners, LLC1,756$298.5K0.21%––
LexAurum Advisors, LLC1,746$297.0K0.10%––
Newman Dignan & Sheerar, Inc.1,729$294.0K0.11%––
MidWestOne Financial Group, Inc.1,725$293.0K0.07%––
Westhampton Capital, LLC1,725$293.0K0.20%––
Harvest Fund Management Co., Ltd1,732$292.0K0.03%––
Crestwood Advisors Group LLC1,711$291.0K0.01%––
Laird Norton Trust Company, LLC1,728$290.0K0.03%––
M. Kraus & Co1,706$290.0K0.11%––
Atlas Private Wealth Management1,707$290.0K0.19%––
Stokes Family Office, LLC1,704$290.0K0.05%––
Pinnacle Family Advisors, LLC1,702$289.0K0.15%––
Aptus Capital Advisors, LLC1,695$288.0K0.01%––
Quadrant Private Wealth Management, LLC1,692$288.0K0.13%––
Certified Advisory Corp1,692$288.0K0.07%––
Robertson Stephens Wealth Management, LLC1,697$288.0K0.05%––
Wolverine Asset Management LLC1,691$287.0K0.00%––
Vigilant Capital Management, LLC1,687$287.0K0.03%––
ELCO Management Co., LLC1,691$287.0K0.26%––
Brandywine Oak Private Wealth LLC1,689$287.0K0.04%––
Jones Financial Companies LLLP1,684$286.0K0.00%––
Pathway Financial Advisors LLC1,339$286.0K0.11%––
BOK Financial Private Wealth, Inc.1,675$285.0K0.03%––
Texas Capital Bank Wealth Management Services Inc1,679$285.0K0.04%––
Ridgecrest Wealth Partners, LLC1,675$285.0K0.27%––
Van Hulzen Asset Management, LLC1,665$283.0K0.05%––
HRT Financial LP1,661$282.0K0.00%––
Mma Asset Management LLC1,658$282.0K0.24%––
Coyle Financial Counsel LLC1,653$281.0K0.19%––
Quaker Wealth Management, LLC1,622$276.0K0.13%––
Compton Capital Management Inc1,615$275.0K0.09%––
Accuvest Global Advisors1,619$275.0K0.15%––
Hall Laurie J Trustee1,600$272.0K0.10%––
FinTrust Capital Advisors, LLC1,603$272.0K0.08%––
Taylor, Cottrill, Erickson & Associates, Inc.1,592$271.0K0.04%––
Guild Investment Management, Inc.1,591$270.0K0.29%––
McKinley Carter Wealth Services, Inc.1,578$269.0K0.02%––
Global Strategic Investment Solutions, LLC1,578$268.0K0.05%––
Bank of Nova Scotia Trust Co1,572$267.0K0.03%––
Elgethun Capital Management1,570$267.0K0.10%––
PYA Waltman Capital, LLC1,573$267.0K0.15%––
Nadler Financial Group, Inc.1,556$265.0K0.05%––
Golden State Equity Partners1,551$264.0K0.15%––
Yorktown Management & Research Co Inc1,540$262.0K0.22%––
First PREMIER Bank1,537$262.0K0.09%––
Titus Wealth Management1,539$262.0K0.15%––
Renasant Bank1,536$261.0K0.21%––
Gsa Capital Partners LLP1,510$257.0K0.04%––
Inscription Capital, LLC1,509$257.0K0.09%––
DC Investments Management, LLC1,504$256.0K0.63%––
Aua Capital Management, LLC1,508$256.0K0.17%––
Rbo & Co LLC1,500$255.0K0.05%––
Calton & Associates, Inc.1,496$254.0K0.05%––
Jump Financial, LLC1,494$254.0K0.02%––
Bellevue Asset Management, LLC1,482$253.0K0.16%––
Tiemann Investment Advisors, LLC1,475$251.0K0.13%––
Ambassador Advisors, LLC1,475$251.0K0.06%––
Mosaic Advisors LLC1,464$249.0K0.21%––
Harvey Investment Co LLC1,458$248.0K0.04%––
Warren Averett Asset Management, LLC1,160$248.0K0.02%––
Thoroughbred Financial Services, LLC1,454$247.0K0.07%––
Nichols & Pratt Advisers LLP1,450$246.0K0.02%––
Becker Capital Management Inc1,436$244.0K0.01%––
Employers Holdings, Inc.1,429$243.0K0.14%––
Sage Rhino Capital LLC1,431$243.0K0.08%––
Means Investment Co., Inc.1,423$242.0K0.06%––
Berkeley Capital Partners, LLC1,426$242.0K0.12%––
Gyon Technologies Capital Management, LP1,423$242.0K0.11%––
Circle Wealth Management, LLC1,420$241.0K0.04%––
Journey Advisory Group, LLC1,419$241.0K0.08%––
Sittner & Nelson, LLC3,273$241.0K0.18%––
Tectonic Advisors LLC1,418$241.0K0.06%––
Rock Creek Group, LP1,408$239.0K0.04%––
Marble Harbor Investment Counsel, LLC1,400$238.0K0.03%––