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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 8,417 | $1.75M | 0.35% | +155+1.9% | Added |
| First United Bank Trust | 8,441 | $1.75M | 0.73% | −444−5.0% | Reduced |
| Meridian Wealth Management, LLC | 8,443 | $1.76M | 0.22% | −473−5.3% | Reduced |
| Wolff Wiese Magana LLC | 8,456 | $1.76M | 1.25% | −1,345−13.7% | Reduced |
| Balyasny Asset Management LLC | 8,479 | $1.76M | 0.01% | −317,309−97.4% | Reduced |
| Clearstead Advisors, LLC | 8,476 | $1.76M | 0.14% | +523+6.6% | Added |
| Bragg Financial Advisors, Inc | 8,490 | $1.77M | 0.11% | +4,290+102.1% | Added |
| Bank Hapoalim BM | 8,504 | $1.77M | 0.20% | −2,359−21.7% | Reduced |
| Nwam LLC | 8,544 | $1.78M | 0.16% | −13−0.2% | Reduced |
| Amica Retiree Medical Trust | 8,574 | $1.78M | 1.13% | +2,325+37.2% | Added |
| Alpha Omega Wealth Management LLC | 8,599 | $1.79M | 0.29% | −228−2.6% | Reduced |
| Hohimer Wealth Management, LLC | 8,608 | $1.79M | 0.37% | +8,608 | New |
| United Bank | 8,619 | $1.79M | 0.24% | +80+0.9% | Added |
| SOA Wealth Advisors, LLC. | 8,635 | $1.79M | 0.46% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,680 | $1.80M | 0.06% | +21+0.2% | Added |
| First Mercantile Trust Co | 8,681 | $1.80M | 0.21% | +1,966+29.3% | Added |
| Mutual Advisors, LLC | 8,682 | $1.81M | 0.11% | −406−4.5% | Reduced |
| Security National Trust Co | 8,720 | $1.81M | 0.40% | −215−2.4% | Reduced |
| Ossiam | 9,527 | $1.82M | 0.05% | −3,652−27.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,798 | $1.83M | 0.67% | +31+0.4% | Added |
| Keystone Financial Group | 8,867 | $1.84M | 0.33% | −93−1.0% | Reduced |
| Gratus Capital LLC | 8,958 | $1.86M | 0.21% | −402−4.3% | Reduced |
| Vivid Financial Management, Inc. | 8,962 | $1.86M | 0.77% | −211−2.3% | Reduced |
| Keeler Thomas Management LLC | 8,976 | $1.87M | 0.91% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 8,985 | $1.87M | 0.51% | +760+9.2% | Added |
| MD Financial Management Inc. | 8,988 | $1.87M | 0.05% | +2,346+35.3% | Added |
| CPWM, LLC | 9,046 | $1.88M | 0.14% | +35+0.4% | Added |
| Resources Investment Advisors, LLC. | 9,064 | $1.89M | 0.08% | +62+0.7% | Added |
| Tokio Marine Asset Management Co Ltd | 9,069 | $1.89M | 0.17% | +270+3.1% | Added |
| Williams Jones Wealth Management, LLC. | 9,098 | $1.89M | 0.03% | +687+8.2% | Added |
| Pendal Group Limited | 9,103 | $1.89M | 0.02% | +2,834+45.2% | Added |
| Taylor Hoffman Wealth Management | 9,108 | $1.89M | 0.82% | −1,642−15.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 9,128 | $1.90M | 1.02% | +551+6.4% | Added |
| Dean Investment Associates, LLC | 9,187 | $1.91M | 0.35% | −5,363−36.9% | Reduced |
| Moloney Securities Asset Management, LLC | 9,224 | $1.92M | 0.35% | −849−8.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,229 | $1.92M | 0.29% | −30−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 9,254 | $1.93M | 0.15% | +1,942+26.6% | Added |
| Financial Consulate, Inc | 9,270 | $1.93M | 0.69% | −216−2.3% | Reduced |
| Financial Consulate Inc. | 9,270 | $1.93M | 0.69% | +9,270 | New |
| Coastline Trust Co | 9,290 | $1.93M | 0.24% | −335−3.5% | Reduced |
| Pacific Global Investment Management CO | 9,295 | $1.93M | 0.38% | +8+0.1% | Added |
| Quantbot Technologies LP | 9,329 | $1.94M | 0.15% | +9,329 | New |
| IFP Advisors, Inc | 9,433 | $1.95M | 0.04% | −18−0.2% | Reduced |
| Cunning Capital Partners, LP | 9,400 | $1.96M | 1.05% | 00.0% | Unchanged |
| Financial Architects, Inc | 9,399 | $1.96M | 0.28% | +30.0% | Added |
| Range Financial Group LLC | 9,438 | $1.96M | 1.45% | +159+1.7% | Added |
| ExodusPoint Capital Management, LP | 9,501 | $1.98M | 0.03% | +9,501 | New |
| ForthRight Wealth Management, LLC | 9,542 | $1.98M | 1.26% | −292−3.0% | Reduced |
| Hodges Capital Management Inc. | 9,543 | $1.99M | 0.22% | −3,044−24.2% | Reduced |
| Modus Advisors, LLC | 9,589 | $1.99M | 0.84% | −104−1.1% | Reduced |
| Ascension Asset Management LLC | 9,616 | $2.00M | 1.31% | −104−1.1% | Reduced |
| Werlinich Asset Management, LLC | 9,645 | $2.01M | 1.62% | 00.0% | Unchanged |
| Cypress Capital, LLC | 9,656 | $2.01M | 1.96% | +903+10.3% | Added |
| Moneywise, Inc. | 9,713 | $2.02M | 1.38% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 9,757 | $2.03M | 0.14% | +9,757 | New |
| Kovitz Investment Group Partners, LLC | 9,778 | $2.03M | 0.04% | +118+1.2% | Added |
| Chicago Trust Co NA | 9,787 | $2.04M | 0.48% | +8,535+681.7% | Added |
| Zions Bancorporation, N.A. | 9,812 | $2.04M | 0.20% | +2,299+30.6% | Added |
| Convergence Investment Partners, LLC | 9,893 | $2.06M | 0.88% | −212−2.1% | Reduced |
| Aberdeen Wealth Management LLC | 9,964 | $2.07M | 1.91% | +10.0% | Added |
| Transcend Wealth Collective, LLC | 9,996 | $2.08M | 0.30% | +474+5.0% | Added |
| Gabelli Funds LLC | 10,000 | $2.08M | 0.01% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 10,000 | $2.08M | 0.27% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 10,009 | $2.08M | 0.10% | −287−2.8% | Reduced |
| Old National Bancorp | 10,016 | $2.08M | 0.08% | −88−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 10,033 | $2.09M | 0.07% | −77−0.8% | Reduced |
| Ieq Capital, LLC | 10,036 | $2.09M | 0.06% | +3,912+63.9% | Added |
| Royal Fund Management, LLC | 10,054 | $2.09M | 0.35% | −24,470−70.9% | Reduced |
| Pegasus Partners Ltd. | 10,050 | $2.09M | 0.41% | −3,580−26.3% | Reduced |
| Access Financial Services, Inc. | 10,047 | $2.09M | 0.97% | −3,526−26.0% | Reduced |
| True North Advisors, LLC | 10,070 | $2.09M | 0.44% | +30+0.3% | Added |
| BBVA USA | 10,082 | $2.10M | 0.12% | +10,082 | New |
| Edmp, Inc. | 10,183 | $2.12M | 2.22% | −443−4.2% | Reduced |
| Monarch Capital Management Inc | 10,196 | $2.12M | 0.61% | −13−0.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 10,364 | $2.15M | 0.02% | −16,109−60.9% | Reduced |
| Rockland Trust Co | 10,380 | $2.16M | 0.15% | −3,377−24.5% | Reduced |
| Illinois Municipal Retirement Fund | 10,407 | $2.16M | 0.09% | 00.0% | Unchanged |
| FIL Ltd | 10,409 | $2.17M | 0.00% | +4,923+89.7% | Added |
| Profund Advisors LLC | 10,452 | $2.17M | 0.07% | +476+4.8% | Added |
| Laffer Tengler Investments | 10,521 | $2.19M | 0.82% | −1,993−15.9% | Reduced |
| American Portfolios Advisors | 10,525 | $2.19M | 0.08% | −467−4.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 10,551 | $2.19M | 0.04% | +983+10.3% | Added |
| Northwest & Ethical Investments L.P. | 10,589 | $2.20M | 0.07% | −27,066−71.9% | Reduced |
| Ellsworth Advisors, LLC | 10,607 | $2.21M | 1.08% | +1,350+14.6% | Added |
| Townsend & Associates, Inc | 10,352 | $2.21M | 1.29% | +139+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 10,745 | $2.23M | 0.04% | +970+9.9% | Added |
| Sterneck Capital Management, LLC | 11,643 | $2.24M | 1.38% | −1,585−12.0% | Reduced |
| Veriti Management LLC | 10,758 | $2.24M | 0.33% | +3,109+40.6% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 10,887 | $2.26M | 0.17% | +320+3.0% | Added |
| Simmons Bank | 10,894 | $2.27M | 0.16% | −710−6.1% | Reduced |
| AMG National Trust Bank | 10,896 | $2.27M | 0.07% | −280−2.5% | Reduced |
| Moneta Group Investment Advisors LLC | 10,954 | $2.28M | 0.10% | +859+8.5% | Added |
| Logan Capital Management Inc | 10,956 | $2.28M | 0.11% | +278+2.6% | Added |
| Gofen & Glossberg LLC | 10,979 | $2.28M | 0.05% | +20+0.2% | Added |
| Fulcrum Asset Management LLP | – | $2.29M | 0.96% | – | – |
| R.H. Dinel Investment Counsel, Inc. | 11,000 | $2.29M | 1.63% | 00.0% | Unchanged |
| Sandy Spring Bank | 11,170 | $2.32M | 0.12% | −422−3.6% | Reduced |
| Cornerstone Wealth Management, LLC | 11,176 | $2.32M | 0.24% | −239−2.1% | Reduced |
| Human Investing LLC | 11,181 | $2.33M | 0.57% | +210+1.9% | Added |
| Norway Savings Bank | 11,186 | $2.33M | 1.13% | −210−1.8% | Reduced |