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.
| 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, Q2 2021
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cornerstone Capital, Inc. | 6,503 | $1.35M | 0.15% | −219−3.3% | Reduced |
| Capital Asset Advisory Services LLC | 6,564 | $1.36M | 0.15% | +233+3.7% | Added |
| Nixon Peabody Trust Co | 6,575 | $1.37M | 0.53% | −50−0.8% | Reduced |
| Darwin Advisors, LLC | 6,645 | $1.38M | 0.22% | +71+1.1% | Added |
| Checchi Capital Advisers, LLC | 6,649 | $1.38M | 0.17% | −108−1.6% | Reduced |
| Sawtooth Solutions, LLC | 6,649 | $1.38M | 0.27% | +2,367+55.3% | Added |
| Bollard Group LLC | 6,678 | $1.39M | 0.04% | +32+0.5% | Added |
| Traynor Capital Management, Inc. | 6,583 | $1.39M | 0.19% | +356+5.7% | Added |
| Corsicana & Co. | 6,691 | $1.39M | 0.88% | +6,691 | New |
| Banco Santander, S.A. | 6,704 | $1.40M | 0.01% | −2,989−30.8% | Reduced |
| Northstar Group, Inc. | 6,711 | $1.40M | 0.37% | −147−2.1% | Reduced |
| Voya Financial Advisors, Inc. | 6,730 | $1.40M | 0.18% | −33,730−83.4% | Reduced |
| Engineers Gate Manager LP | 6,767 | $1.41M | 0.09% | +6,767 | New |
| Diversified Trust Co | 6,785 | $1.41M | 0.05% | +2,672+65.0% | Added |
| StoneX Group Inc. | 6,791 | $1.41M | 0.21% | +645+10.5% | Added |
| Montag A & Associates Inc | 6,805 | $1.42M | 0.08% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 6,838 | $1.42M | 0.17% | +26+0.4% | Added |
| Private Wealth Strategies, L.L.C. | 6,842 | $1.42M | 0.37% | +34+0.5% | Added |
| Merit Financial Group, LLC | 6,871 | $1.43M | 0.13% | −194−2.7% | Reduced |
| AdvisorNet Financial, Inc | 6,885 | $1.43M | 0.10% | −525−7.1% | Reduced |
| Meridian Financial Partners LLC | 6,738 | $1.43M | 0.98% | +129+2.0% | Added |
| Old Dominion Capital Management Inc | 6,887 | $1.43M | 0.31% | +71+1.0% | Added |
| CWM, LLC | 6,901 | $1.44M | 0.01% | 00.0% | Unchanged |
| American National Bank | 6,914 | $1.44M | 0.31% | +812+13.3% | Added |
| Ativo Capital Management LLC | 6,937 | $1.44M | 0.61% | 00.0% | Unchanged |
| Trust Co of Virginia | 6,962 | $1.45M | 0.16% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 6,989 | $1.45M | 0.12% | −55−0.8% | Reduced |
| Wolverine Asset Management LLC | 7,000 | $1.46M | 0.01% | +5,309+314.0% | Added |
| Hartford Financial Management Inc. | 7,000 | $1.46M | 0.36% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 7,039 | $1.46M | 0.38% | +25+0.4% | Added |
| Marino, Stram & Associates LLC | 7,039 | $1.46M | 0.38% | +2,585+58.0% | Added |
| Symmetry Partners, LLC | 7,056 | $1.47M | 0.10% | −569−7.5% | Reduced |
| Fort Pitt Capital Group, LLC | 7,075 | $1.47M | 0.06% | +7,075 | New |
| First Financial Bank - Trust Division | 7,089 | $1.48M | 0.16% | −660−8.5% | Reduced |
| ACG Wealth | 7,093 | $1.48M | 0.19% | −394−5.3% | Reduced |
| Diligent Investors, LLC | 7,091 | $1.48M | 0.50% | +59+0.8% | Added |
| Parsons Capital Management Inc | 7,115 | $1.48M | 0.11% | +210+3.0% | Added |
| Washburn Capital Management, Inc. | 7,145 | $1.49M | 0.99% | −260−3.5% | Reduced |
| Adams Chetwood Wealth Management LLC | 7,151 | $1.49M | 1.05% | −775−9.8% | Reduced |
| Global Retirement Partners, LLC | 7,189 | $1.50M | 0.15% | +2,215+44.5% | Added |
| Azzad Asset Management Inc | 7,193 | $1.50M | 0.22% | +7,193 | New |
| Csenge Advisory Group | 7,129 | $1.50M | 0.13% | +3,176+80.3% | Added |
| International Assets Investment Management, LLC | 7,220 | $1.50M | 0.28% | −192,265−96.4% | Reduced |
| Balasa Dinverno & Foltz LLC | 7,221 | $1.50M | 0.11% | +3,350+86.5% | Added |
| IMS Capital Management | 7,230 | $1.50M | 0.89% | +507+7.5% | Added |
| Hexagon Capital Partners LLC | 7,259 | $1.51M | 0.42% | +730+11.2% | Added |
| Mid Atlantic Financial Management Inc | 7,288 | $1.52M | 0.10% | +87+1.2% | Added |
| Eldridge Investment Advisors, Inc. | 7,353 | $1.53M | 0.55% | +20.0% | Added |
| Clayton Partners LLC | 7,372 | $1.53M | 1.31% | +95+1.3% | Added |
| AIMZ Investment Advisors, LLC | 7,375 | $1.53M | 0.69% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,383 | $1.53M | 0.20% | −2,108−22.2% | Reduced |
| Ingalls & Snyder LLC | 7,381 | $1.53M | 0.07% | +309+4.4% | Added |
| Greenleaf Trust | 7,381 | $1.53M | 0.02% | +492+7.1% | Added |
| Cardan Capital Partners, LLC | 7,416 | $1.54M | 0.17% | −255−3.3% | Reduced |
| Patton Albertson Miller Group, LLC | 7,435 | $1.55M | 0.35% | −285−3.7% | Reduced |
| WT Wealth Management | 7,469 | $1.55M | 0.63% | −771−9.4% | Reduced |
| Thrive Capital Management, LLC | 7,501 | $1.56M | 1.21% | +2,028+37.1% | Added |
| Soltis Investment Advisors LLC | 7,517 | $1.56M | 0.25% | −1,653−18.0% | Reduced |
| AXS Investments LLC | 7,523 | $1.56M | 0.48% | +348+4.9% | Added |
| Coastal Investment Advisors, Inc. | 7,544 | $1.57M | 0.37% | −651−7.9% | Reduced |
| Payden & Rygel | 7,600 | $1.58M | 0.08% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 7,626 | $1.59M | 0.29% | −30−0.4% | Reduced |
| Guardian Capital Advisors LP | 7,535 | $1.59M | 0.16% | −420−5.3% | Reduced |
| AIA Group Ltd | 7,542 | $1.59M | 0.11% | −348−4.4% | Reduced |
| Arjuna Capital | 7,670 | $1.59M | 0.69% | +2,146+38.8% | Added |
| Centaurus Financial, Inc. | 7,702 | $1.60M | 0.13% | +1,470+23.6% | Added |
| Central Bank & Trust Co | 7,710 | $1.60M | 0.26% | +620+8.7% | Added |
| Rossmore Private Capital | 7,719 | $1.60M | 0.27% | −3,192−29.3% | Reduced |
| Sentry Investment Management LLC | 7,763 | $1.61M | 0.41% | +731+10.4% | Added |
| Duff & Phelps Investment Management Co | 7,770 | $1.62M | 0.02% | −560−6.7% | Reduced |
| JBJ Investment Partners, LLC | 7,781 | $1.62M | 0.33% | −677−8.0% | Reduced |
| Burleson & Company, LLC | 7,849 | $1.63M | 0.24% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,855 | $1.63M | 0.46% | −15−0.2% | Reduced |
| Aevitas Wealth Management, Inc. | 7,856 | $1.63M | 1.04% | +11+0.1% | Added |
| SevenBridge Financial Group, LLC | 7,859 | $1.63M | 0.53% | +181+2.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,855 | $1.63M | 0.10% | +437+5.9% | Added |
| Claybrook Capital, LLC | 7,859 | $1.63M | 0.53% | +7,859 | New |
| Chatham Capital Group, Inc. | 7,865 | $1.64M | 0.32% | +400+5.4% | Added |
| Constitution Capital LLC | 7,885 | $1.64M | 1.00% | +500+6.8% | Added |
| Highland Capital Management, LLC | 7,903 | $1.64M | 0.10% | −48−0.6% | Reduced |
| Fiduciary Trust Co | 7,973 | $1.66M | 0.03% | +2,021+34.0% | Added |
| Baldwin Brothers Inc | 8,002 | $1.66M | 0.18% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.66M | 0.54% | 00.0% | Unchanged |
| Paloma Partners Management Co | 8,006 | $1.67M | 0.04% | +8,006 | New |
| Bigelow Investment Advisors, LLC | 8,047 | $1.67M | 0.81% | +259+3.3% | Added |
| Shepherd Kaplan Krochuk, LLC | 8,056 | $1.68M | 0.60% | −1,842−18.6% | Reduced |
| V Wealth Advisors LLC | 8,070 | $1.68M | 0.27% | +73+0.9% | Added |
| Steel Canyon Capital, LLC | 8,070 | $1.68M | 1.34% | +8,070 | New |
| Castellan Group, LLC | 8,075 | $1.68M | 0.70% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 8,086 | $1.68M | 0.12% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 8,098 | $1.68M | 0.12% | −301−3.6% | Reduced |
| SRB Corp | 8,199 | $1.71M | 0.11% | +8,199 | New |
| Schonfeld Strategic Advisors LLC | 8,200 | $1.71M | 0.02% | +8,200 | New |
| Skba Capital Management LLC | 8,220 | $1.71M | 0.33% | −33,800−80.4% | Reduced |
| Standard Family Office LLC | 8,265 | $1.72M | 0.36% | +408+5.2% | Added |
| HawsGoodwin Investment Management LLC | 8,296 | $1.73M | 0.53% | −487−5.5% | Reduced |
| Empirical Finance, LLC | 8,398 | $1.75M | 0.28% | +1,258+17.6% | Added |
| Donoghue Forlines LLC | 8,412 | $1.75M | 0.33% | +8,412 | New |
| Hancock Whitney Corp | 8,413 | $1.75M | 0.06% | −315−3.6% | Reduced |
| Independent Financial Group, LLC | 8,416 | $1.75M | 0.19% | +1,931+29.8% | Added |