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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
Brand Asset Management Group, Inc.142$24.0K0.01%––
Kelly Financial Services LLC136$23.1K0.01%––
Bogart Wealth, LLC134$23.0K0.00%––
Johnson Midwest Financial, LLC135$23.0K0.02%––
Evolution Wealth Advisors, LLC133$23.0K0.01%––
Ten Capital Wealth Advisors, LLC128$21.0K0.01%––
St. Johns Investment Management Company, LLC118$20.0K0.01%––
Enterprise Trust & Investment Co117$20.0K0.01%––
Resolute Partners Group193$20.0K0.00%––
Valley Brook Capital Group120$20.0K0.02%––
Pacific Center for Financial Services114$19.0K0.01%––
FormulaFolio Investments, LLC85$18.0K0.01%––
Moisand Fitzgerald Tamayo, LLC107$18.0K0.01%––
Red Cedar Capital, LLC108$18.0K0.01%––
Carolina Wealth Advisors, LLC108$18.0K0.01%––
AllSquare Wealth Management LLC100$17.0K0.01%––
Grant Street Asset Management, Inc.100$17.0K0.01%––
JJJ Advisors Inc.94$16.0K0.01%––
James Investment Research Inc81$14.0K0.00%––
Sage Private Wealth Group, LLC80$14.0K0.02%––
Halpern Financial, Inc.82$13.9K0.01%––
Tortoise Investment Management, LLC76$13.0K0.00%––
Moser Wealth Advisors, LLC79$13.0K0.01%––
Elmwood Wealth Management, Inc.68$12.0K0.01%––
Savior LLC70$12.0K0.01%––
Ashburton (Jersey) Ltd62$11.0K0.01%––
Rocky Mountain Advisers, LLC60$10.0K0.01%––
Centerpoint Advisors, LLC60$10.0K0.01%––
Disciplined Investments, LLC58$10.0K0.01%––
Cedar Mountain Advisors, LLC51$9.00K0.00%––
Better Money Decisions, LLC50$9.00K0.01%––
Endurance Wealth Management, Inc.50$8.00K0.00%––
USA Financial Portformulas Corp50$8.00K0.01%––
QVR LLC49$8.00K0.17%––
Hoey Investments, Inc45$8.00K0.00%––
Hoese & Co LLP48$8.00K0.01%––
Ritter Daniher Financial Advisory, LLC50$8.00K0.01%––
Altshuler Shaham Ltd41$7.00K0.00%––
Winch Advisory Services, LLC41$7.00K0.00%––
HighMark Wealth Management LLC40$7.00K0.01%––
CSat Investment Advisory, L.P.33$6.00K0.01%––
JFS Wealth Advisors, LLC36$6.00K0.00%––
Eukles Asset Management30$5.00K0.00%––
Financial Enhancement Group LLC30$5.00K0.00%––
Core Wealth Advisors, Inc.31$5.00K0.00%––
Flagship Private Wealth, LLC25$4.30K0.00%––
Column Capital Advisors, LLC26$4.00K0.00%––
Lowe Wealth Advisors, LLC25$4.00K0.00%––
Lloyd Advisory Services, LLC.26$4.00K0.00%––
Filbrandt Wealth Management, LLC21$4.00K0.00%––
Wealth Advisory Solutions, LLC25,383$4.00K0.00%––
Alpha DNA Investment Management LLC25$4.00K0.00%––
Globeflex Capital L P16$3.00K0.00%––
Atwood & Palmer Inc16$3.00K0.00%––
Cranbrook Wealth Management, LLC16$3.00K0.00%––
Thomas J. Herzfeld Advisors, Inc.11$2.00K0.00%––
Ironwood Financial, llc10$2.00K0.00%––
Solstein Capital, LLC9$2.00K0.00%––
Fiduciary Planning LLC11$2.00K0.00%––
Advanced Research Investment Solutions, LLC12$2.00K0.00%––
Transamerica Financial Advisors, Inc.4$1.00K0.02%––
KB Financial Partners, LLC8$1.00K0.00%––
Sofos Investments, Inc.2$3280.01%––
Financial Perspectives, Inc49,807$2930.01%––
Harel Insurance Investments & Financial Services Ltd.10,388––––
Kingsview Wealth Management, LLC21,948––––