Skip to main content

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
Kinneret Advisory, LLC21,176$3.60M0.46%––
Butensky & Cohen Financial Security, Inc21,087$3.58M1.48%––
Strategic Advisors LLC21,013$3.57M1.04%––
Physicians Financial Services, Inc.20,941$3.56M1.53%––
Twin Lakes Capital Management, LLC20,815$3.54M2.18%––
Inlet Private Wealth, LLC20,806$3.54M1.01%––
Azimuth Capital Management LLC20,746$3.53M0.17%––
Kentucky Retirement Systems Insurance Trust Fund20,473$3.48M0.37%––
Laurel Wealth Advisors LLC20,457$3.48M0.84%––
Roundview Capital LLC20,287$3.45M0.43%––
Wedbush Securities Inc20,279$3.45M0.19%––
TrinityPoint Wealth, LLC20,245$3.44M0.80%––
Nicholas Hoffman & Company, LLC.20,106$3.42M0.69%––
Palisade Asset Management, LLC20,084$3.41M0.44%––
Advanced Asset Management Advisors Inc20,000$3.40M0.76%––
Intrinsic Edge Capital Management LLC20,000$3.40M0.24%––
Livforsakringsbolaget Skandia, Omsesidigt19,976$3.40M0.24%––
Perkins Coie Trust Co19,951$3.39M1.13%––
Murphy Pohlad Asset Management LLC19,851$3.37M1.47%––
Cypress Asset Management Inc19,832$3.37M0.93%––
Boyar Asset Management Inc.19,735$3.35M2.27%––
Madison Wealth Management19,649$3.34M0.82%––
South State Corp.19,471$3.31M0.31%––
Members Capital Advisors Inc19,097$3.25M2.49%––
Hoylecohen, LLC19,050$3.24M0.33%––
Kayne Anderson Rudnick Investment Management LLC19,035$3.24M0.01%––
Cerity Partners LLC19,030$3.23M0.08%––
Avitas Wealth Management LLC18,842$3.20M0.63%––
Signature Wealth Management Group18,821$3.20M1.88%––
Fortis Advisors, LLC18,619$3.17M2.27%––
Focus Financial Network, Inc.18,613$3.16M0.37%––
ARGI Investment Services, LLC18,440$3.13M0.11%––
Anderson Hoagland & Co18,429$3.13M0.44%––
Skylands Capital, LLC18,405$3.13M0.40%––
Redpoint Investment Management Pty Ltd18,373$3.12M0.26%––
Fosun International Ltd18,259$3.10M0.24%––
Verdence Capital Advisors LLC18,251$3.10M0.52%––
Chilton Investment Co LLC18,190$3.09M0.09%––
People's United Financial, Inc.18,152$3.09M0.07%––
Cardinal Capital Management18,149$3.08M0.68%––
Symons Capital Management Inc18,117$3.08M1.61%––
Harbour Investment Management LLC18,083$3.07M1.64%––
Colony Group LLC18,049$3.07M0.06%––
Pavion Blue Capital, LLC17,975$3.06M2.01%––
King Luther Capital Management Corp17,967$3.05M0.02%––
LS Investment Advisors, LLC17,848$3.03M0.17%––
Everence Capital Management Inc17,705$3.01M0.27%––
Avantax Advisory Services, Inc.17,728$3.01M0.06%––
Farr Miller & Washington LLC17,680$3.00M0.21%––
Aspire Private Capital, LLC17,676$3.00M1.05%––
McDonald Partners LLC17,630$3.00M0.77%––
Allstate Corp17,532$2.98M0.09%––
Proquility Private Wealth Partners, LLC17,498$2.97M1.19%––
Geneos Wealth Management Inc.14,513$2.96M0.08%––
DHJJ Financial Advisors, Ltd.17,353$2.95M1.71%––
Atwater Malick LLC17,351$2.95M1.81%––
Greenline Partners, LLC17,297$2.94M0.64%––
Canandaigua National Corp17,185$2.92M0.49%––
Premier Asset Management LLC17,176$2.92M0.52%––
Jackson Wealth Management, LLC17,177$2.92M0.44%––
Exeter Financial, LLC17,170$2.92M1.84%––
Monument Capital Management17,089$2.90M1.16%––
PFG Advisors17,004$2.89M0.37%––
Great Lakes Advisors, LLC16,936$2.88M0.05%––
TCF National Bank16,874$2.87M0.33%––
Miller Investment Management, LP16,859$2.87M0.53%––
Beacon Pointe Advisors, LLC16,834$2.86M0.18%––
Pinkerton Retirement Specialists, LLC16,817$2.86M0.60%––
Farmers & Merchants Trust Co of Chambersburg PA16,818$2.86M2.15%––
Johnson Financial Group, Inc.16,811$2.86M0.19%––
6 Meridian16,803$2.86M0.24%––
Icon Wealth Partners, LLC16,794$2.85M0.36%––
SkyOak Wealth, LLC14,310$2.84M0.79%––
Auxier Asset Management16,579$2.82M0.48%––
Freestone Capital Holdings, LLC16,556$2.81M0.15%––
Tiaa, FSB16,524$2.81M0.01%––
Heritage Trust Co16,501$2.81M0.43%––
New England Research & Management, Inc.16,438$2.79M1.53%––
Twin Tree Management, LP16,351$2.78M0.11%––
Capital Investment Advisory Services, LLC16,347$2.78M0.39%––
Searle & Co.16,250$2.76M1.23%––
Motley Fool Wealth Management, LLC16,018$2.72M0.12%––
Y-Intercept (Hong Kong) Ltd15,680$2.64M0.71%––
Tealwood Asset Management Inc15,519$2.64M1.05%––
Camden Capital, LLC15,506$2.64M0.71%––
New England Investment & Retirement Group, Inc.15,498$2.63M0.64%––
Paradigm Asset Management Co LLC15,500$2.63M0.71%––
Aull & Monroe Investment Management Corp15,446$2.63M1.28%––
Cohen Investment Advisors LLC15,340$2.61M2.12%––
Sculati Wealth Management, LLC15,321$2.60M1.50%––
Lincoln National Corp15,260$2.59M0.06%––
Sequoia Financial Advisors, LLC15,185$2.58M0.11%––
Vaughan Nelson Investment Management, L.P.15,175$2.58M0.03%––
Seeyond15,172$2.58M0.26%––
Optimum Investment Advisors15,137$2.57M0.75%––
Banque Cantonale Vaudoise15,139$2.57M0.13%––
Radnor Capital Management, LLC15,120$2.57M0.83%––
Beech Hill Advisors, Inc.14,970$2.54M1.06%––
Bonness Enterprises Inc14,950$2.54M1.36%––
CAMG Solamere Management, LLC14,950$2.54M2.20%––