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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, Q2 2021

Institutional positions in United Parcel Service Inc as of Jun 30, 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
2,018
+81 vs. Q1 2021
Shares held
503.2M
+11.1M (+2.2%) vs. Q1 2021
Total value
$104.6B
+$21.0B (+25.1%) vs. Q1 2021
New holders
187
769 more added
Sold out
106
824 more reduced

29 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 2,018 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 heldQ2 2021: $104.6B
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, Q2 2021

Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q1 2021.

Institutions holding UPS in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Farmers National Bank24,606$0–+1,282+5.5%Added
Kelly Financial Services LLC28,338$1360.01%+28,202+20,736.8%Added
WestEnd Advisors, LLC–$6230.00%–New
Transamerica Financial Advisors, Inc.4$1.00K0.02%00.0%Unchanged
PEAK6 Investments LLC4$1.00K0.00%+4New
Brendel Financial Advisors LLC5$1.00K0.00%+5New
Ironwood Financial, llc10$2.00K0.00%00.0%Unchanged
Advanced Research Investment Solutions, LLC12$2.00K0.00%00.0%Unchanged
Globeflex Capital L P16$3.00K0.00%00.0%Unchanged
Atwood & Palmer Inc16$3.00K0.00%00.0%Unchanged
Pacifica Partners Inc.15$3.00K0.00%+15New
Hoese & Co LLP20$4.00K0.00%−28−58.3%Reduced
Filbrandt Wealth Management, LLC20$4.00K0.00%−1−4.8%Reduced
Red Cedar Capital, LLC23$5.00K0.00%−85−78.7%Reduced
Tortoise Investment Management, LLC26$5.00K0.00%−50−65.8%Reduced
Lowe Wealth Advisors, LLC25$5.00K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.24$5.00K0.00%−2−7.7%Reduced
Thomas J. Herzfeld Advisors, Inc.22$5.00K0.00%+11+100.0%Added
Investment Research & Advisory Group, Inc.22$5.00K0.00%+22New
Flagship Private Wealth, LLC25$5.36K0.00%00.0%Unchanged
Baldrige Asset Management LLC31$6.00K0.00%+31New
Altshuler Shaham Ltd34$7.00K0.00%−7−17.1%Reduced
JFS Wealth Advisors, LLC36$7.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC41$8.00K0.01%+1+2.5%Added
Retirement Group, LLC40$8.00K0.00%+40New
Winch Advisory Services, LLC41$9.00K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.50$10.0K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory, LLC50$10.0K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC51$11.0K0.00%00.0%Unchanged
True Link Financial Advisors, LLC51$11.0K0.00%+51New
Rocky Mountain Advisers, LLC60$12.0K0.01%00.0%Unchanged
Centerpoint Advisors, LLC60$12.0K0.01%00.0%Unchanged
Disciplined Investments, LLC58$12.0K0.01%00.0%Unchanged
Elmwood Wealth Management, Inc.68$14.0K0.01%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund70$15.0K0.00%−185−72.5%Reduced
Savior LLC70$15.0K0.01%00.0%Unchanged
Moser Wealth Advisors, LLC79$16.0K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.75$16.0K0.00%+75New
Ford Financial Group, LLC80$16.0K0.01%+80New
Sage Private Wealth Group, LLC80$17.0K0.02%00.0%Unchanged
Core Wealth Advisors, Inc.81$17.0K0.01%+50+161.3%Added
Halpern Financial, Inc.82$17.1K0.01%00.0%Unchanged
FormulaFolio Investments, LLC85$18.0K0.01%00.0%Unchanged
Marquette Asset Management, LLC90$19.0K0.00%−300−76.9%Reduced
Evolution Wealth Advisors, LLC92$19.0K0.00%−41−30.8%Reduced
AllSquare Wealth Management LLC100$21.0K0.01%00.0%Unchanged
Better Money Decisions, LLC101$21.0K0.02%+51+102.0%Added
Carolina Wealth Advisors, LLC108$22.0K0.01%00.0%Unchanged
JJJ Advisors Inc.105$22.0K0.01%+11+11.7%Added
Hoover Financial Advisors, Inc.114$24.0K0.00%−14−10.9%Reduced
Enterprise Trust & Investment Co117$24.0K0.01%00.0%Unchanged
Pacific Center for Financial Services114$24.0K0.01%00.0%Unchanged
St. Johns Investment Management Company, LLC127$26.0K0.01%+9+7.6%Added
Ten Capital Wealth Advisors, LLC128$27.0K0.01%00.0%Unchanged
Bogart Wealth, LLC134$28.0K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC136$28.0K0.03%+1+0.7%Added
Hoey Investments, Inc145$30.0K0.01%+100+222.2%Added
AlphaMark Advisors, LLC150$31.0K0.01%00.0%Unchanged
MCF Advisors LLC149$31.0K0.00%00.0%Unchanged
IMA Wealth, Inc.154$32.0K0.01%00.0%Unchanged
Cordasco Financial Network155$32.0K0.02%00.0%Unchanged
Corbenic Partners LLC157$33.0K0.01%+157New
Kelly Lawrence W & Associates Inc165$34.0K0.01%+165New
Walled Lake Planning & Wealth Management, LLC167$35.0K0.02%00.0%Unchanged
Personal Wealth Partners168$35.0K0.01%+168New
RPG Investment Advisory, LLC175$36.0K0.01%00.0%Unchanged
Advocacy Wealth Management Services, LLC173$36.0K0.01%+173New
Front Row Advisors LLC191$37.0K0.02%+2+1.1%Added
Duncker Streett & Co Inc185$38.0K0.01%00.0%Unchanged
Financial Insights, Inc.183$38.1K0.03%+183New
Arcadia Investment Management Corp188$39.0K0.01%+38+25.3%Added
Resolute Partners Group193$40.0K0.01%00.0%Unchanged
Robbins Farley LLC202$42.0K0.05%00.0%Unchanged
Rockbridge Investment Management, LCC204$42.0K0.01%00.0%Unchanged
West Financial Advisors, LLC200$42.0K0.01%00.0%Unchanged
D'Orazio & Associates, Inc.208$43.0K0.01%00.0%Unchanged
American Research & Management Co.212$44.0K0.01%00.0%Unchanged
McCarthy Asset Management, Inc.210$44.0K0.03%00.0%Unchanged
HC Financial Advisors Inc215$45.0K0.03%00.0%Unchanged
Annapolis Financial Services, LLC220$46.0K0.02%−27−10.9%Reduced
West Oak Capital, LLC227$47.0K0.02%00.0%Unchanged
Monetary Management Group Inc231$48.0K0.01%−50−17.8%Reduced
Westside Investment Management, Inc.231$48.0K0.00%+48+26.2%Added
BDO Wealth Advisors, LLC242$50.0K0.01%+87+56.1%Added
Vectors Research Management, LLC255$53.0K0.01%−105−29.2%Reduced
MBM Wealth Consultants, LLC263$55.0K0.03%−47−15.2%Reduced
M&R Capital Management Inc267$55.0K0.01%00.0%Unchanged
Piscataqua Savings Bank268$56.0K0.05%00.0%Unchanged
USA Financial Portformulas Corp271$56.0K0.05%+221+442.0%Added
Perennial Advisors, LLC275$57.0K0.02%00.0%Unchanged
BerganKDV Wealth Management, LLC272$57.0K0.01%00.0%Unchanged
Cypress Capital Management LLC (WY)280$58.0K0.04%00.0%Unchanged
Financial Perspectives, Inc293$60.9K0.03%−49,514−99.4%Reduced
Sit Investment Associates Inc300$62.0K0.00%00.0%Unchanged
Cowen Prime Services LLC300$62.0K0.02%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.300$62.0K0.03%00.0%Unchanged
Cowen Prime Advisors LLC300$62.0K0.02%+300New
Towarzystwo Funduszy Inwestycyjnych Pzu SA330$68.6K0.08%00.0%Unchanged
HBC Financial Services, PLLC333$70.0K0.05%−99−22.9%Reduced
Capital Directions Investment Advisors, LLC338$70.0K0.02%+338New