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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: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 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 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$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
Capital Bank & Trust Co43,277$7.36M0.09%––
J. Goldman & Co LP42,770$7.27M0.44%––
MAI Capital Management42,553$7.23M0.16%––
Amalgamated Bank42,419$7.21M0.27%––
Worldquant Millennium Advisors LLC42,102$7.16M0.15%––
Skba Capital Management LLC42,020$7.14M1.13%––
Marshall Wace North America L.P.41,964$7.13M0.03%––
Massmutual Trust Co FSB41,899$7.12M0.33%––
Sand Hill Global Advisors, LLC41,861$7.12M0.46%––
Miramar Capital, LLC41,860$7.12M3.18%––
Waterfront Wealth Inc.41,479$7.11M3.57%––
Sovereign Financial Group, Inc.41,747$7.10M4.43%––
Dorsey & Whitney Trust CO LLC41,687$7.09M0.71%––
Capital Management Corp41,677$7.08M1.58%––
Cetera Investment Advisers41,616$7.07M0.14%––
Stratos Wealth Partners, LTD.41,437$7.04M0.19%––
Northeast Financial Consultants Inc41,130$6.99M0.53%––
Dowling & Yahnke LLC41,045$6.98M0.48%––
Regentatlantic Capital LLC40,649$6.91M0.23%––
Schafer Cullen Capital Management Inc40,500$6.88M1.40%––
Richard Bernstein Advisors LLC40,505$6.88M0.16%––
Cullinan Associates Inc40,480$6.88M0.40%––
NorthCoast Asset Management LLC40,412$6.87M0.28%––
Live Oak Private Wealth LLC40,277$6.85M1.68%––
Ibex Wealth Advisors40,237$6.84M1.69%––
Tompkins Financial Corp40,224$6.84M1.16%––
Patten & Patten Inc40,179$6.83M0.56%––
Voya Financial Advisors, Inc.40,460$6.82M0.27%––
Bronson Point Management LLC40,000$6.80M2.89%––
Shellback Capital, LP40,000$6.80M0.40%––
CMG Global Holdings, LLC39,661$6.74M5.85%––
Bell Bank39,539$6.72M0.97%––
L & S Advisors Inc39,327$6.68M0.76%––
Sky Investment Group LLC39,196$6.66M1.59%––
Evergreen Capital Management LLC38,765$6.59M0.34%––
Ironwood Investment Counsel, LLC38,544$6.55M1.89%––
Twin Capital Management Inc38,217$6.50M0.65%––
Baxter Bros Inc38,170$6.49M1.11%––
South Dakota Investment Council38,105$6.48M0.11%––
Mattern Capital Management, LLC37,941$6.45M1.39%––
Ergoteles LLC37,804$6.43M0.20%––
Tamar Securities, LLC37,779$6.42M2.48%––
Allegiant Private Advisors, LLC37,703$6.41M1.17%––
tru Independence LLC37,681$6.41M1.21%––
Northwest & Ethical Investments L.P.37,655$6.40M0.22%––
Assenagon Asset Management S.A.37,633$6.40M0.03%––
B. Metzler seel. Sohn & Co. Holding AG37,416$6.36M0.10%––
Kestra Private Wealth Services, LLC37,306$6.34M0.44%––
Cinctive Capital Management LP37,268$6.33M0.40%––
HBK Sorce Advisory LLC36,999$6.29M0.38%––
Xcel Wealth Management, LLC36,908$6.27M2.24%––
Amica Mutual Insurance Co36,789$6.25M0.71%––
Woodmont Investment Counsel LLC36,679$6.24M1.06%––
Sepio Capital, LP36,646$6.23M0.58%––
Visionary Wealth Advisors36,268$6.17M0.65%––
Town & Country Bank & Trust CO dba First Bankers Trust CO36,179$6.15M2.57%––
Usca Ria LLC35,770$6.08M0.40%––
Vision Capital Management, Inc.35,713$6.07M1.08%––
Laurel Wealth Advisors, Inc.35,544$6.04M0.91%––
Optimal Asset Management, Inc.35,520$6.04M0.78%––
Atlantic Union Bankshares Corp35,330$6.01M0.61%––
Sigma Planning Corp35,294$6.00M0.19%––
PDS Planning, Inc35,240$5.99M1.74%––
Wambolt & Associates, LLC34,525$5.91M3.08%––
Royal Fund Management, LLC34,524$5.87M1.07%––
Boston Research & Management Inc34,376$5.84M1.88%––
Vaughan David Investments LLC34,154$5.81M0.18%––
Bard Financial Services, Inc.33,950$5.77M0.56%––
Murphy Capital Management Inc33,858$5.75M0.72%––
Hudson Bay Capital Management LP33,764$5.74M0.08%––
Motco33,714$5.73M0.40%––
Columbia Asset Management33,680$5.72M1.04%––
SG Americas Securities, LLC33,546$5.70M0.03%––
Rowland & Co Investment Counsel33,430$5.68M1.49%––
Westover Capital Advisors, LLC33,235$5.65M1.94%––
Woodstock Corp33,102$5.63M0.72%––
Ascent Wealth Partners, LLC32,943$5.60M1.22%––
BTR Capital Management Inc32,779$5.57M0.81%––
Banco Bilbao Vizcaya Argentaria, S.A.32,767$5.56M0.11%––
Northwestern Mutual Investment Management Company, LLC32,618$5.54M0.10%––
Siemens Fonds Invest GmbH32,580$5.54M0.54%––
Griffin Asset Management, Inc.32,417$5.51M0.70%––
Opus Investment Management Inc32,400$5.51M0.81%––
HighPoint Advisor Group LLC31,181$5.49M0.63%––
Buckingham Strategic Wealth, LLC32,255$5.48M0.27%––
Bridge Creek Capital Management LLC32,230$5.48M2.11%––
EagleClaw Capital Managment, LLC32,214$5.47M1.57%––
Moors & Cabot, Inc.32,227$5.47M0.42%––
Eastover Investment Advisors LLC32,166$5.47M3.86%––
North Star Investment Management Corp.32,092$5.46M0.51%––
Associated Banc-Corp58,187$5.44M0.34%––
Argyle Capital Management Inc.31,793$5.40M1.82%––
Horrell Capital Management, Inc.31,770$5.40M2.13%––
McDaniel Terry & Co31,298$5.32M0.65%––
Capital Investment Counsel, Inc31,298$5.32M1.42%––
Gotham Asset Management, LLC31,074$5.28M0.24%––
Stonnington Group, LLC25,041$5.28M1.28%––
Peloton Wealth Strategists31,030$5.28M2.48%––
Birch Capital Management, LLC30,761$5.23M3.85%––
Barrett Asset Management, LLC30,712$5.22M0.26%––