United Parcel Service Inc

UPS

Exchange: NYSE
Industry: Trucking & Courier Services (No Air)
SEC CIK: 0001090727

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $84.2B

Institutions holding UPS and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,147	$57.3B
Q1 2026	2,120	$49.4B
Q4 2025	2,125	$50.2B
Q3 2025	1,950	$39.4B
Q2 2025	2,116	$50.4B
Q1 2025	2,202	$55.4B
Q4 2024	2,293	$64.8B
Q3 2024	2,169	$69.9B
Q2 2024	2,182	$71.0B
Q1 2024	2,220	$76.3B
Q4 2023	2,269	$80.8B
Q3 2023	2,210	$78.9B
Q2 2023	2,258	$91.0B
Q1 2023	2,267	$100.1B
Q4 2022	2,237	$89.6B
Q3 2022	2,131	$83.8B
Q2 2022	2,152	$95.3B
Q1 2022	2,243	$110.0B
Q4 2021	2,235	$108.2B
Q3 2021	1,984	$91.7B
Q2 2021	2,018	$104.6B
Q1 2021	1,966	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Shoker Investment Counsel, Inc.	14,899	$2.53M	1.33%	–	–
Charter Research & Investment Group, Inc.	14,840	$2.52M	2.20%	–	–
Peapack Gladstone Financial Corp	14,801	$2.52M	0.06%	–	–
Bristlecone Advisors, LLC	14,785	$2.51M	0.38%	–	–
Traphagen Investment Advisors LLC	105,660	$2.51M	0.47%	–	–
Independence Bank of Kentucky	14,731	$2.50M	1.22%	–	–
Pure Financial Advisors, Inc.	14,699	$2.50M	0.25%	–	–
Silvercrest Asset Management Group LLC	14,672	$2.49M	0.02%	–	–
SWS Partners	14,648	$2.49M	1.71%	–	–
We Are One Seven, LLC	14,626	$2.49M	0.43%	–	–
Dean Investment Associates, LLC	14,550	$2.47M	0.47%	–	–
Avantax Planning Partners, Inc.	14,401	$2.45M	0.13%	–	–
Patriot Investment Management Inc.	14,316	$2.43M	0.24%	–	–
Corient Capital Partners, LLC	14,288	$2.43M	0.21%	–	–
Trust Co of Toledo NA	14,202	$2.41M	0.44%	–	–
Comerica Securities,inc.	14,128	$2.40M	0.18%	–	–
Loudon Investment Management, LLC	14,116	$2.40M	1.72%	–	–
Carlton Hofferkamp & Jenks Wealth Management, LLC	12,352	$2.40M	1.07%	–	–
Flputnam Investment Management Co	14,098	$2.40M	0.11%	–	–
Phoenix Wealth Advisors	13,972	$2.39M	1.86%	–	–
Exencial Wealth Advisors, LLC	13,984	$2.38M	0.14%	–	–
Wakefield Asset Management LLLP	13,955	$2.37M	0.95%	–	–
BFSG, LLC	13,906	$2.36M	0.38%	–	–
Garner Asset Management Corp	13,871	$2.36M	1.24%	–	–
Pinnacle Wealth Management Advisory Group, LLC	13,800	$2.35M	0.66%	–	–
Parallel Advisors, LLC	13,795	$2.35M	0.11%	–	–
Richard P Slaughter Associates Inc	13,782	$2.34M	0.97%	–	–
Rockland Trust Co	13,757	$2.34M	0.17%	–	–
Van Eck Associates Corp	13,760	$2.34M	0.01%	–	–
Addison Capital Co	13,741	$2.34M	1.30%	–	–
Horst & Graben Wealth Management LLC	13,717	$2.33M	0.73%	–	–
Federated Hermes, Inc.	13,694	$2.33M	0.00%	–	–
Douglass Winthrop Advisors, LLC	13,685	$2.33M	0.06%	–	–
Wimmer Associates 1, LLC	13,686	$2.33M	1.27%	–	–
Pegasus Partners Ltd.	13,630	$2.32M	0.51%	–	–
SeaCrest Wealth Management, LLC	13,601	$2.31M	0.31%	–	–
Alps Advisors Inc	13,596	$2.31M	0.02%	–	–
Jacobi Capital Management LLC	13,591	$2.31M	0.34%	–	–
GSB Wealth Management, LLC	13,571	$2.31M	0.77%	–	–
Access Financial Services, Inc.	13,573	$2.31M	1.08%	–	–
United Asset Strategies, Inc.	13,512	$2.30M	0.33%	–	–
MACRO Consulting Group	13,467	$2.29M	1.24%	–	–
Capital Insight Partners, LLC	13,447	$2.29M	0.56%	–	–
Trust Co of Kansas	13,445	$2.29M	1.50%	–	–
Mengis Capital Management, Inc.	13,430	$2.28M	0.51%	–	–
SeaBridge Investment Advisors LLC	13,404	$2.28M	0.75%	–	–
Vestcor Inc	13,404	$2.28M	0.09%	–	–
Sterneck Capital Management, LLC	13,228	$2.25M	1.57%	–	–
Ossiam	13,179	$2.24M	0.07%	–	–
Harbour Investments, Inc.	13,155	$2.24M	0.08%	–	–
Institute for Wealth Management, LLC.	13,142	$2.23M	0.43%	–	–
Brookstone Capital Management	13,125	$2.23M	0.09%	–	–
Mitchell & Pahl Private Wealth, LLC	13,106	$2.23M	1.73%	–	–
Brooks, Moore & Associates, Inc.	13,064	$2.22M	1.50%	–	–
NewSquare Capital LLC	13,038	$2.22M	0.29%	–	–
Global Wealth Management Investment Advisory, Inc.	13,037	$2.22M	0.80%	–	–
Princeton Global Asset Management LLC	13,019	$2.21M	0.72%	–	–
Slow Capital, Inc.	12,672	$2.20M	0.48%	–	–
Harrington Investments, INC	12,948	$2.20M	1.38%	–	–
Whittier Trust Co of Nevada Inc	12,929	$2.20M	0.10%	–	–
Argent Trust Co	12,885	$2.19M	0.15%	–	–
Wealthspire Advisors, LLC	12,809	$2.18M	0.05%	–	–
Stonebridge Capital Advisors LLC	12,800	$2.18M	0.29%	–	–
Graybill Bartz & Assoc Ltd	12,780	$2.17M	1.15%	–	–
Great Valley Advisor Group, Inc.	12,760	$2.17M	0.21%	–	–
Hilltop Holdings Inc.	12,735	$2.17M	0.28%	–	–
Benedetti & Gucer, Inc.	12,714	$2.16M	1.99%	–	–
Foster Victor Wealth Advisors, LLC	12,031	$2.16M	0.40%	–	–
CAPROCK Group, Inc.	12,682	$2.16M	0.24%	–	–
Hodges Capital Management Inc.	12,587	$2.14M	0.30%	–	–
Laffer Tengler Investments	12,514	$2.13M	0.81%	–	–
Atlas Principals, LLC	12,500	$2.13M	1.94%	–	–
Excalibur Management Corp	12,453	$2.12M	1.04%	–	–
EP Wealth Advisors, LLC	12,439	$2.12M	0.07%	–	–
Horizon Investments, LLC	12,408	$2.11M	0.08%	–	–
Cresset Asset Management, LLC	12,408	$2.11M	0.03%	–	–
Hutner Capital Management Inc	12,396	$2.11M	1.38%	–	–
Neville Rodie & Shaw Inc	12,377	$2.10M	0.17%	–	–
Fulton Bank, N.A.	12,364	$2.10M	0.11%	–	–
Pathstone Family Office, LLC	12,287	$2.09M	0.07%	–	–
Am Investment Strategies LLC	12,206	$2.08M	0.58%	–	–
Granite Investment Partners, LLC	12,193	$2.07M	0.07%	–	–
Altium Wealth Management LLC	12,156	$2.07M	0.17%	–	–
BBVA USA Bancshares, Inc.	12,147	$2.06M	0.10%	–	–
Central Trust Co	11,963	$2.03M	0.08%	–	–
Shorepoint Capital Partners LLC	11,960	$2.03M	1.09%	–	–
GHP Investment Advisors, Inc.	11,845	$2.01M	0.17%	–	–
Howland Capital Management LLC	11,808	$2.01M	0.11%	–	–
Clear Street Markets LLC	11,800	$2.01M	0.59%	–	–
Gifford Fong Associates	11,800	$2.01M	0.43%	–	–
Arrow Financial Corp	11,788	$2.00M	0.27%	–	–
Spire Wealth Management	16,507	$2.00M	0.05%	–	–
Snowden Capital Advisors LLC	11,732	$1.99M	0.11%	–	–
Smith, Salley & Associates	11,727	$1.99M	0.18%	–	–
Bank of the West	11,648	$1.98M	0.22%	–	–
Simmons Bank	11,604	$1.97M	0.15%	–	–
Truvestments Capital LLC	11,609	$1.97M	1.11%	–	–
Sandy Spring Bank	11,592	$1.97M	0.11%	–	–
Marietta Wealth Management, LLC	11,589	$1.97M	0.49%	–	–
JLB & Associates Inc	11,570	$1.97M	0.32%	–	–