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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
Wharton Business Group, LLC1,403$238.0K0.02%––
TCI Wealth Advisors, Inc.1,398$238.0K0.11%––
Frisch Financial Group, Inc.1,399$238.0K0.08%––
Pinnacle Bancorp, Inc.1,380$235.0K0.11%––
Aspiriant, LLC1,380$234.0K0.01%––
West Coast Financial LLC1,376$234.0K0.04%––
Echo Street Capital Management LLC1,372$233.0K0.00%––
Wealthquest Corp1,376$233.0K0.04%––
Klingman & Associates, LLC1,370$233.0K0.02%––
Burke & Herbert Bank & Trust Co1,361$231.0K0.16%––
Dillon & Associates Inc1,352$230.0K0.05%––
MBL Wealth, LLC1,350$230.0K0.08%––
Regents of the University of California1,350$229.0K0.03%––
Credit Agricole S A1,343$228.0K0.01%––
Ssi Investment Management LLC1,328$227.0K0.02%––
LBMC Investment Advisors, LLC1,335$227.0K0.02%––
Fairhaven Wealth Management, LLC1,338$227.0K0.10%––
Vivaldi Capital Management, LLC1,039$225.0K0.04%––
Mendel Money Management1,320$224.0K0.15%––
CWA Asset Management Group, LLC1,315$224.0K0.02%––
Seelaus Asset Management LLC1,314$223.0K0.14%––
Golden State Wealth Management, LLC1,316$223.0K0.07%––
Trinity Financial Advisors LLC1,300$221.0K0.17%––
St Germain D J Co Inc1,297$220.0K0.01%––
Meristem Family Wealth, LLC1,287$219.0K0.04%––
Vista Investment Management1,289$219.0K0.14%––
WealthPLAN Partners, LLC1,014$217.0K0.02%––
New England Professional Planning Group Inc.1,002$215.0K0.13%––
E Fund Management Co., Ltd.1,264$215.0K0.02%––
Acorn Financial Advisory Services Inc1,257$214.0K0.08%––
Private Capital Group, LLC1,256$214.0K0.05%––
Chicago Trust Co NA1,252$213.0K0.07%––
Wealth Management Associates, Inc.1,249$212.3K0.13%––
Driehaus Capital Management LLC1,247$212.0K0.00%––
West Chester Capital Advisors, Inc1,250$212.0K0.18%––
First Command Bank1,249$212.0K0.05%––
First Command Financial Services, Inc.1,249$212.0K0.05%––
West Branch Capital LLC1,248$212.0K0.12%––
Minot Wealth Management LLC1,249$212.0K0.05%––
CWS Financial Advisors, LLC1,250$212.0K0.09%––
Davis R M Inc1,243$211.0K0.01%––
David Loasby1,229$209.0K0.03%––
CX Institutional1,221$208.0K0.02%––
Latitude Advisors, LLC1,212$206.0K0.17%––
Appleton Partners Inc1,207$205.0K0.02%––
Cooper/Haims Advisors, LLC1,206$205.0K0.15%––
Edge Capital Group, LLC1,205$205.0K0.02%––
Elm Advisors, LLC1,200$204.0K0.13%––
Clean Yield Group1,200$204.0K0.08%––
Mitchell McLeod Pugh & Williams Inc1,195$203.0K0.08%––
Strategic Wealth Management Group, LLC1,194$203.0K0.08%––
Abacus Planning Group, Inc.1,189$202.0K0.06%––
WD Rutherford LLC1,190$202.0K0.13%––
Intrua Financial, LLC1,035$201.0K0.05%––
Vigilare Wealth Management1,175$200.0K0.14%––
Act Wealth Management, LLC1,179$200.0K0.13%––
Ellis Investment Partners, LLC1,150$196.0K0.05%––
Goodwin Investment Advisory1,141$194.0K0.23%––
Essex Investment Management Co LLC1,126$191.0K0.02%––
Bedel Financial Consulting, Inc.1,113$189.0K0.07%––
West Paces Advisors Inc.1,107$188.2K0.08%––
Enterprise Financial Services Corp1,096$187.0K0.03%––
Carmichael Hill & Associates, Inc.1,100$187.0K0.11%––
Prentice Wealth Management LLC1,088$185.0K0.10%––
Crescent Capital Consulting, LLC1,069$182.0K0.04%––
Key Financial Inc1,072$182.0K0.12%––
Mirova1,058$179.0K0.02%––
McCarthy Grittinger Financial Group, LLC1,034$175.8K0.08%––
Country Trust Bank1,030$175.0K0.01%––
Spirit of America Management Corp1,000$170.0K0.04%––
Allworth Financial LP1,002$170.0K0.00%––
Edmond de Rothschild Holding S.A.991$169.0K0.00%––
Asset Dedication, LLC988$168.0K0.04%––
Sullivan, Bruyette, Speros & Blaney, LLC967$164.0K0.01%––
Silvant Capital Management LLC958$163.0K0.03%––
Hudock, Inc.952$161.0K0.05%––
Webster Bank, N. A.933$159.0K0.02%––
Atticus Wealth Management, LLC911$155.0K0.07%––
HHM Wealth Advisors, LLC906$154.0K0.05%––
LSV Asset Management900$152.0K0.00%––
Glassman Wealth Services893$152.0K0.03%––
Lindbrook Capital, LLC895$152.0K0.03%––
Rosenberg Matthew Hamilton882$150.0K0.09%––
Salem Investment Counselors Inc877$149.0K0.01%––
CNB Bank879$149.0K0.10%––
Stephens Investment Management Group LLC869$148.0K0.00%––
Joseph P. Lucia & Associates, LLC850$144.0K0.06%––
Bellwether Advisors, LLC850$144.0K0.06%––
Institutional & Family Asset Management, LLC818$139.0K0.03%––
Financial Management Professionals, Inc.813$138.0K0.04%––
Lee Financial Co803$136.0K0.03%––
Highlander Capital Management, LLC775$132.0K0.07%––
Fieldpoint Private Securities, LLC749$127.0K0.03%––
Stelac Advisory Services LLC729$124.0K0.05%––
Old North State Trust, LLC731$124.0K0.10%––
Manchester Financial Inc721$123.0K0.06%––
JNBA Financial Advisors699$119.0K0.02%––
Erste Asset Management GmbH683$115.2K0.00%––
Raffa Wealth Management, LLC671$114.1K0.04%––
IAG Wealth Partners, LLC667$114.0K0.04%––