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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
CVA Family Office, LLC661$112.0K0.04%––
Sound Income Strategies, LLC646$109.8K0.02%––
Sargent Bickham Lagudis LLC640$109.0K0.01%––
Bank Julius Baer & Co. Ltd, Zurich625$106.0K0.00%––
MV Capital Management, Inc.613$104.0K0.02%––
Northern Oak Wealth Management Inc600$102.0K0.01%––
Atlas Capital Advisors LLC600$102.0K0.02%––
Baron Financial Group, LLC580$98.6K0.07%––
Old Second National Bank of Aurora580$98.0K0.03%––
Newbridge Financial Services Group, Inc.572$97.0K0.07%––
Sonora Investment Management, LLC559$95.0K0.01%––
Simon Quick Advisors, LLC550$93.0K0.03%––
Sierra Capital LLC542$92.0K0.02%––
RMR Wealth Builders534$91.0K0.02%––
Tucker Asset Management LLC531$90.3K0.05%––
TFC Financial Management527$90.0K0.04%––
Edge Wealth Management LLC510$87.0K0.02%––
Tacita Capital Inc505$86.0K0.06%––
Psagot Investment House Ltd.500$85.0K0.00%––
Black Swift Group, LLC499$85.0K0.04%––
Freedman Financial Associates, Inc.500$85.0K0.07%––
Private Ocean, LLC496$84.0K0.01%––
Larson Financial Group LLC493$84.0K0.02%––
Global Financial Private Client, LLC490$83.9K0.06%––
Toth Financial Advisory Corp485$82.0K0.01%––
Gemmer Asset Management LLC482$82.0K0.01%––
Hanson & Doremus Investment Management474$81.0K0.02%––
Mine & Arao Wealth Creation & Management, LLC.472$80.0K0.05%––
Wagner Wealth Management, LLC464$79.0K0.06%––
First Quadrant L P456$78.0K0.01%––
Carolinas Wealth Consulting LLC462$78.0K0.02%––
HBC Financial Services, PLLC432$77.7K0.05%––
Atlas Private Wealth Advisors455$77.0K0.04%––
Horan Securities, Inc.445$76.0K0.06%––
Canton Hathaway, LLC425$72.0K0.02%––
Firestone Capital Management415$71.0K0.03%––
TD Capital Management LLC411$70.0K0.01%––
Leelyn Smith, LLC412$70.0K0.02%––
Thompson Siegel & Walmsley LLC397$67.0K0.00%––
FAI Wealth Management400$67.0K0.06%––
Lenox Wealth Advisors, LLC396$67.0K0.01%––
First Personal Financial Services397$67.0K0.02%––
Marquette Asset Management, LLC390$66.0K0.02%––
Macroview Investment Management LLC384$65.0K0.09%––
Graves-Light Private Wealth Management, Inc.376$64.0K0.01%––
Ellevest, Inc.369$63.0K0.01%––
First Financial Corp359$61.0K0.04%––
Reilly Financial Advisors, LLC360$61.0K0.01%––
Hillsdale Investment Management Inc.360$61.0K0.01%––
Capital Advisors, Ltd. LLC357$61.0K0.01%––
Vectors Research Management, LLC360$61.0K0.02%––
Cascade Investment Advisors, Inc.355$60.3K0.04%––
Plante Moran Financial Advisors, LLC349$59.0K0.02%––
Arlington Partners LLC344$58.0K0.02%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA330$56.1K0.08%––
Meridian Wealth Partners, LLC318$54.0K0.02%––
MBM Wealth Consultants, LLC310$53.0K0.03%––
Sit Investment Associates Inc300$51.0K0.00%––
Cowen Prime Services LLC300$51.0K0.02%––
Jackson, Grant Investment Advisers, Inc.300$51.0K0.02%––
Total Clarity Wealth Management, Inc.300$51.0K0.03%––
MPS Loria Financial Planners, LLC298$50.0K0.02%––
Monetary Management Group Inc281$48.0K0.02%––
Cypress Capital Management LLC (WY)280$48.0K0.04%––
TSFG, LLC281$48.0K0.02%––
Perennial Advisors, LLC275$47.0K0.01%––
BerganKDV Wealth Management, LLC272$46.0K0.01%––
Providence Capital Advisors, LLC268$46.0K0.02%––
RWM Asset Management, LLC273$46.0K0.01%––
Piscataqua Savings Bank268$46.0K0.04%––
M&R Capital Management Inc267$45.0K0.01%––
Charter Oak Capital Management, LLC257$44.0K0.01%––
Robbins Farley LLC202$44.0K0.04%––
Healthcare of Ontario Pension Plan Trust Fund255$43.0K0.00%––
Annapolis Financial Services, LLC247$42.0K0.02%––
Prestige Wealth Management Group LLC240$40.0K0.01%––
West Oak Capital, LLC227$39.0K0.02%––
Migdal Insurance & Financial Holdings Ltd.232$39.0K0.00%––
HC Financial Advisors Inc215$37.0K0.02%––
American Research & Management Co.212$36.0K0.01%––
McCarthy Asset Management, Inc.210$36.0K0.03%––
D'Orazio & Associates, Inc.208$35.0K0.01%––
Rockbridge Investment Management, LCC204$35.0K0.01%––
University of Texas/Texas Am Investment Managment Co200$34.0K0.02%––
West Financial Advisors, LLC200$34.0K0.01%––
Front Row Advisors LLC189$32.0K0.02%––
Duncker Streett & Co Inc185$31.0K0.01%––
Westside Investment Management, Inc.183$31.0K0.00%––
RPG Investment Advisory, LLC175$30.0K0.01%––
Walled Lake Planning & Wealth Management, LLC167$28.0K0.02%––
Hoover Financial Advisors, Inc.128$27.0K0.01%––
IMA Wealth, Inc.154$26.0K0.01%––
Cordasco Financial Network155$26.0K0.02%––
BDO Wealth Advisors, LLC155$26.0K0.00%––
Arcadia Investment Management Corp150$25.0K0.01%––
AlphaMark Advisors, LLC150$25.0K0.01%––
Simplex Trading, LLC150$25.0K0.00%––
Wealthcare Capital Management LLC147$25.0K0.00%––
MCF Advisors LLC149$25.0K0.00%––
Howe & Rusling Inc139$24.0K0.00%––