Skip to main content
Livermore
Livermore
ZHEN

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.

Q2 2021 vs. Q1 2021

How the institutions holding United Parcel Service Inc changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of UPS: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders1,966292,018+81
Shares495.4M3.25M503.2M+11.1M (+2.2%)
Value$84.2B$552.9M$104.6B+$21.0B (+25.1%)

29 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (187)

Institutions that held United Parcel Service Inc at the end of Q2 2021 but not at the end of Q1 2021.

Showing the largest 100 of 187 by value.

Institutions new to UPS in Q2 2021
InstitutionSharesValue% of portfolio
Amundi3,021,279$628.3M0.44%
Winslow Capital Management, LLC1,981,084$412.0M1.60%
Capital International Investors912,474$189.8M0.04%
Mn Services Vermogensbeheer B.V.527,599$92.5M0.72%
Kimelman & Baird, LLC143,594$29.9M2.66%
Moore Capital Management, LP131,437$27.3M0.50%
Connor, Clark & Lunn Investment Management Ltd.101,976$21.2M0.11%
Pinnacle Wealth Advisors92,878$19.3M0.78%
Weiss Multi-Strategy Advisers LLC58,696$12.2M0.28%
Jupiter Asset Management Ltd55,379$11.5M0.12%
Avalon Global Asset Management LLC50,000$10.4M3.41%
Cartenna Capital, LP48,600$10.1M3.78%
Interval Partners, LP40,930$8.51M0.51%
Quantitative Investment Management, LLC40,873$8.50M0.77%
Albion Financial Group39,822$8.28M0.72%
Bank of New Hampshire37,982$7.90M2.11%
Artemis Investment Management LLP28,818$6.00M0.05%
Winton Group Ltd24,169$5.03M0.27%
Dymon Asia Capital (Singapore) Pte. Ltd.23,785$4.95M5.16%
Old Mission Capital LLC23,510$4.89M0.17%
Myriad Asset Management Ltd.23,500$4.89M0.37%
Clear Creek Financial Management, LLC22,161$4.61M0.71%
Duality Advisers, LP18,264$3.80M0.34%
Intrepid Capital Management Inc16,790$3.49M1.84%
Wealth Enhancement Advisory Services, LLC16,382$3.49M0.06%
Pinnacle Wealth Management Group, Inc.15,940$3.31M2.42%
WealthTrust Asset Management, LLC14,810$3.08M2.67%
Waller Financial Planning Group, Inc14,715$3.06M0.82%
BBVA USA10,082$2.10M0.12%
Point72 Hong Kong Ltd9,757$2.03M0.14%
ExodusPoint Capital Management, LP9,501$1.98M0.03%
Quantbot Technologies LP9,329$1.94M0.15%
Financial Consulate Inc.9,270$1.93M0.69%
Hohimer Wealth Management, LLC8,608$1.79M0.37%
Donoghue Forlines LLC8,412$1.75M0.33%
Schonfeld Strategic Advisors LLC8,200$1.71M0.02%
SRB Corp8,199$1.71M0.11%
Steel Canyon Capital, LLC8,070$1.68M1.34%
Paloma Partners Management Co8,006$1.67M0.04%
Claybrook Capital, LLC7,859$1.63M0.53%
Azzad Asset Management Inc7,193$1.50M0.22%
Fort Pitt Capital Group, LLC7,075$1.47M0.06%
Engineers Gate Manager LP6,767$1.41M0.09%
Corsicana & Co.6,691$1.39M0.88%
Centiva Capital, LP5,960$1.24M0.10%
Wintrust Investments LLC5,677$1.18M0.12%
Affinity Wealth Management LLC5,502$1.17M0.23%
New World Advisors LLC5,591$1.16M0.78%
Regal Investment Advisors LLC5,304$1.10M0.11%
Annex Advisory Services, LLC4,893$1.02M0.08%
Lantz Financial LLC4,742$986.0K0.51%
Peterson Wealth Management4,733$984.0K0.78%
Campbell & CO Investment Adviser LLC4,541$944.0K0.41%
Twinbeech Capital LP3,774$785.0K0.10%
Little House Capital LLC3,769$784.0K0.42%
PRW Wealth Management LLC3,557$740.0K0.22%
ETF Managers Group, LLC3,534$734.0K0.01%
Teza Capital Management LLC3,318$690.0K0.11%
Greenwich Wealth Management LLC3,101$645.0K0.06%
Enlightenment Research, LLC2,800$582.0K0.74%
Wolverine Trading, LLC2,786$578.0K0.02%
Quantamental Technologies LLC2,762$574.0K0.51%
Summit Financial, LLC2,594$539.5K0.05%
Capula Management Ltd2,492$518.0K0.09%
Barber Financial Group, Inc.2,403$500.0K0.07%
Engine No. 1 LLC2,307$480.0K0.13%
Baker Boyer National Bank2,536$463.0K0.23%
Verition Fund Management LLC2,194$456.0K0.01%
West Family Investments, Inc.2,191$456.0K0.13%
HFR Wealth Management, LLC2,152$448.0K0.13%
Accurate Wealth Management, LLC2,129$443.0K0.39%
Advisor Resource Council2,051$426.0K0.04%
Deseret Mutual Benefit Administrators1,940$403.0K0.10%
Platform Technology Partners1,931$402.0K0.17%
Round Table Services, LLC1,900$395.0K0.09%
Investment Advisory Services Inc1,887$392.0K0.24%
SRS Capital Advisors, Inc.1,856$386.0K0.05%
Security National Bank of Sioux City Iowa1,848$384.0K0.30%
Wealth Quarterback LLC1,794$374.0K0.23%
Legacy Capital Partners, Inc.1,661$345.0K0.12%
Strategic Blueprint, LLC1,542$321.0K0.05%
PNC Managed Account Solutions, Inc.1,497$311.0K0.06%
BSW Wealth Partners1,428$297.0K0.08%
Opus Capital Group, LLC1,419$295.0K0.07%
TownSquare Capital, LLC1,395$295.0K0.01%
Doliver Advisors, LP1,383$288.0K0.10%
Onyx Bridge Wealth Group LLC1,355$285.0K0.12%
Summit Financial Strategies, Inc.1,338$278.0K0.06%
GQG Partners LLC1,336$278.0K0.00%
Trustmark National Bank Trust Department1,326$276.0K0.02%
Foster & Motley Inc1,298$270.0K0.02%
Cutler Group LP1,300$270.0K0.02%
Financial Advisory Service, Inc.1,275$265.0K0.02%
Castleview Partners, LLC1,274$265.0K0.12%
Oak Asset Management, LLC1,268$264.0K0.11%
Mirabella Financial Services LLP1,266$263.0K0.05%
Arthur M. Cohen & Associates, LLC1,250$260.0K0.05%
Opal Wealth Advisors, LLC1,238$257.0K0.24%
Resource Planning Group1,215$253.0K0.15%
Measured Wealth Private Client Group, LLC1,202$250.0K0.08%

Sold out (106)

Institutions that held United Parcel Service Inc at the end of Q1 2021 and filed for Q2 2021 without it.

Showing the largest 100 of 106 by value.

Institutions that sold out of UPS in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Parallax Volatility Advisers, L.P.359,865$61.2M
Arrowstreet Capital, Limited Partnership198,246$33.7M
Caisse de Depot Et Placement du Quebec124,202$21.1M
Capital Advisors Inc122,322$20.8M
Edgestream Partners, L.P.112,824$19.2M
Godsey & Gibb Associates95,175$16.2M
Carlson Capital L P61,237$10.4M
KLCM Advisors, Inc.57,687$9.81M
Natixis55,444$9.43M
Capital Bank & Trust Co43,277$7.36M
Bronson Point Management LLC40,000$6.80M
Ergoteles LLC37,804$6.43M
Cinctive Capital Management LP37,268$6.33M
Hudson Bay Capital Management LP33,764$5.74M
Qube Research & Technologies Ltd27,131$4.61M
Quadrature Capital Ltd24,088$4.10M
Intrinsic Edge Capital Management LLC20,000$3.40M
Signature Wealth Management Group18,821$3.20M
Symons Capital Management Inc18,117$3.08M
LS Investment Advisors, LLC17,848$3.03M
Twin Tree Management, LP16,351$2.78M
Y-Intercept (Hong Kong) Ltd15,680$2.64M
Richard P Slaughter Associates Inc13,782$2.34M
Atlas Principals, LLC12,500$2.13M
JGP Wealth Management, LLC11,478$1.95M
Keystone Financial Planning, Inc.10,315$1.75M
Longfellow Investment Management Co LLC9,854$1.68M
Jefferies Group LLC9,285$1.58M
Shulman DeMeo Asset Management LLC9,153$1.56M
Icon Advisers Inc8,500$1.45M
Bridgewater Associates, LP8,501$1.45M
Hussman Strategic Advisors, Inc.7,200$1.22M
Occudo Quantitative Strategies LP7,158$1.22M
Heartland Bank & Trust Co6,264$1.06M
Bluefin Capital Management, LLC5,634$958.0K
Toews Corp5,600$952.0K
OmniStar Financial Group, Inc.5,337$907.0K
Wealthstreet Investment Advisors, LLC5,291$899.0K
Dalton Greiner Hartman Maher & Co5,283$898.0K
Stoneridge Investment Partners LLC5,123$871.0K
Corbin Capital Partners, L.P.4,800$816.0K
Signet Financial Management, LLC4,731$804.0K
M Holdings Securities, Inc.4,503$765.0K
Vicus Capital4,149$705.0K
Alethea Capital Management, LLC4,150$705.0K
AGF Investments LLC4,016$683.0K
Agf Investments Inc.3,963$674.0K
AAFMAA Wealth Management & Trust LLC3,564$605.0K
Capital Advantage, Inc.3,435$584.0K
Thomas White International Ltd3,370$573.0K
Gladius Capital Management LP3,217$547.0K
NuWave Investment Management, LLC3,048$518.0K
Mascoma Wealth Management LLC2,941$500.0K
X-Square Capital, LLC2,940$500.0K
Braun Stacey Associates Inc2,814$478.0K
Source Financial Advisors LLC2,803$476.0K
UBP Investment Advisors SA2,665$450.0K
Lombard Odier Asset Management (Europe) Ltd2,582$439.0K
Gerber Kawasaki Wealth & Investment Management2,549$433.0K
Fairfield, Bush & Co.2,500$425.0K
GeoWealth Management, LLC2,496$424.0K
Matrix Asset Advisors Inc2,375$404.0K
WESPAC Advisors, LLC2,335$397.0K
Legacy Capital Wealth Partners, LLC2,334$397.0K
Arcus Capital Partners, LLC2,151$366.0K
Virtu Financial LLC2,148$365.0K
Ridgewood Investments LLC2,050$349.0K
Polar Asset Management Partners Inc.1,891$321.0K
Neo Ivy Capital Management1,856$316.0K
Security National Bank of So Dak1,776$302.0K
HRT Financial LP1,661$282.0K
Gsa Capital Partners LLP1,510$257.0K
DC Investments Management, LLC1,504$256.0K
Jump Financial, LLC1,494$254.0K
Klingman & Associates, LLC1,370$233.0K
Vivaldi Capital Management, LLC1,039$225.0K
WealthPLAN Partners, LLC1,014$217.0K
New England Professional Planning Group Inc.1,002$215.0K
Driehaus Capital Management LLC1,247$212.0K
Cooper/Haims Advisors, LLC1,206$205.0K
Edge Capital Group, LLC1,205$205.0K
Intrua Financial, LLC1,035$201.0K
Goodwin Investment Advisory1,141$194.0K
Manchester Financial Inc721$123.0K
RMR Wealth Builders534$91.0K
Black Swift Group, LLC499$85.0K
Freedman Financial Associates, Inc.500$85.0K
First Quadrant L P456$78.0K
Arlington Partners LLC344$58.0K
Meridian Wealth Partners, LLC318$54.0K
Total Clarity Wealth Management, Inc.300$51.0K
MPS Loria Financial Planners, LLC298$50.0K
RWM Asset Management, LLC273$46.0K
University of Texas/Texas Am Investment Managment Co200$34.0K
Wealthcare Capital Management LLC147$25.0K
Brand Asset Management Group, Inc.142$24.0K
Valley Brook Capital Group120$20.0K
Grant Street Asset Management, Inc.100$17.0K
James Investment Research Inc81$14.0K
Ashburton (Jersey) Ltd62$11.0K

Not filed for Q2 2021 yet (29)

Institutions that held United Parcel Service Inc at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPS in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.2,919,182$496.2M
Bokf, NA68,184$11.6M
Flippin Bruce & Porter Inc58,990$10.0M
Schafer Cullen Capital Management Inc40,500$6.88M
Tompkins Financial Corp40,224$6.84M
Cordatus Wealth Management LLC23,924$4.07M
TCF National Bank16,874$2.87M
Tealwood Asset Management Inc15,519$2.64M
BBVA USA Bancshares, Inc.12,147$2.06M
Shorepoint Capital Partners LLC11,960$2.03M
Wolff Financial Management LLC5,437$924.0K
Integer Wealth Advisors Group LLC4,348$765.0K
WestHill Financial Advisors, Inc.4,351$740.0K
OneAscent Wealth Management LLC4,023$684.0K
Diamant Asset Management, Inc.3,975$676.0K
WealthStone, Inc.2,821$479.0K
Reilly Herbert Faulkner III2,152$366.0K
Rikoon Group, LLC2,072$352.0K
Money Concepts Capital Corp2,004$341.0K
Stewardship Financial Advisors, LLC1,946$331.0K
Atlanta Financial Associates LLC1,919$323.0K
OneAscent Financial Services LLC1,770$301.0K
Pathway Financial Advisors LLC1,339$286.0K
Quaker Wealth Management, LLC1,622$276.0K
Employers Holdings, Inc.1,429$243.0K
MBL Wealth, LLC1,350$230.0K
E Fund Management Co., Ltd.1,264$215.0K
Sullivan, Bruyette, Speros & Blaney, LLC967$164.0K
CSat Investment Advisory, L.P.33$6.00K