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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 12,906 | $2.33M | 0.17% | +146+1.1% | Added |
| Cox Capital Mgt LLC | 11,237 | $2.34M | 1.57% | +5,705+103.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,005 | $2.35M | 1.48% | −125−1.1% | Reduced |
| Smith, Salley & Associates | 11,356 | $2.36M | 0.19% | −371−3.2% | Reduced |
| Hutner Capital Management Inc | 11,367 | $2.36M | 1.51% | −1,029−8.3% | Reduced |
| Gamble Jones Investment Counsel | 11,378 | $2.37M | 0.15% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 11,410 | $2.37M | 0.42% | +124+1.1% | Added |
| Carnegie Capital Asset Management, LLC | 11,435 | $2.38M | 0.09% | +153+1.4% | Added |
| Premier Asset Management LLC | 11,432 | $2.38M | 0.35% | −5,744−33.4% | Reduced |
| Toroso Investments, LLC | 11,462 | $2.38M | 0.09% | +5,586+95.1% | Added |
| Managed Account Services Inc | 11,509 | $2.39M | 0.57% | 00.0% | Unchanged |
| JLB & Associates Inc | 11,519 | $2.40M | 0.37% | −51−0.4% | Reduced |
| Ballentine Partners, LLC | 11,532 | $2.40M | 0.08% | +849+7.9% | Added |
| EP Wealth Advisors, LLC | 11,593 | $2.41M | 0.07% | −846−6.8% | Reduced |
| Bridges Investment Management Inc | 11,638 | $2.42M | 0.07% | +201+1.8% | Added |
| Geneos Wealth Management Inc. | 11,480 | $2.43M | 0.09% | −3,033−20.9% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,611 | $2.44M | 1.05% | −741−6.0% | Reduced |
| Homrich & Berg | 11,755 | $2.44M | 0.06% | +243+2.1% | Added |
| Gifford Fong Associates | 11,800 | $2.45M | 0.48% | 00.0% | Unchanged |
| Howland Capital Management LLC | 11,808 | $2.46M | 0.13% | 00.0% | Unchanged |
| Arrow Financial Corp | 11,817 | $2.46M | 0.31% | +29+0.2% | Added |
| Stanley-Laman Group, Ltd. | 11,826 | $2.46M | 0.35% | +1,837+18.4% | Added |
| Saturna Capital CORP | 11,892 | $2.47M | 0.05% | +1,090+10.1% | Added |
| Eudaimonia Partners, LLC | 11,912 | $2.48M | 0.46% | +636+5.6% | Added |
| IndexIQ Advisors LLC | 11,916 | $2.48M | 0.08% | +451+3.9% | Added |
| Foster Victor Wealth Advisors, LLC | 11,927 | $2.48M | 0.41% | −104−0.9% | Reduced |
| Leonteq Securities AG | 11,945 | $2.48M | 0.19% | −17,647−59.6% | Reduced |
| Marietta Wealth Management, LLC | 11,948 | $2.48M | 0.56% | +359+3.1% | Added |
| Altium Wealth Management LLC | 11,959 | $2.49M | 0.18% | −197−1.6% | Reduced |
| GHP Investment Advisors, Inc. | 12,022 | $2.50M | 0.20% | +177+1.5% | Added |
| Venture Visionary Partners LLC | 11,990 | $2.50M | 0.20% | +3,728+45.1% | Added |
| Am Investment Strategies LLC | 12,048 | $2.51M | 0.64% | −158−1.3% | Reduced |
| SWS Partners | 12,129 | $2.52M | 1.64% | −2,519−17.2% | Reduced |
| Forte Capital LLC | 12,165 | $2.53M | 0.34% | +1,315+12.1% | Added |
| Excalibur Management Corp | 12,185 | $2.53M | 1.15% | −268−2.2% | Reduced |
| Neville Rodie & Shaw Inc | 12,187 | $2.54M | 0.20% | −190−1.5% | Reduced |
| Snowden Capital Advisors LLC | 12,192 | $2.54M | 0.13% | +460+3.9% | Added |
| Granite Investment Partners, LLC | 12,193 | $2.54M | 0.08% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,194 | $2.54M | 0.16% | +2,055+20.3% | Added |
| Fulton Bank, N.A. | 12,200 | $2.54M | 0.12% | −164−1.3% | Reduced |
| MACRO Consulting Group | 12,252 | $2.55M | 1.31% | −1,215−9.0% | Reduced |
| TrimTabs Asset Management, LLC | 12,409 | $2.55M | 1.30% | +2,522+25.5% | Added |
| Hilltop Holdings Inc. | 12,277 | $2.55M | 0.29% | −458−3.6% | Reduced |
| Patriot Investment Management Inc. | 12,317 | $2.56M | 0.24% | −1,999−14.0% | Reduced |
| Trust Co of Vermont | 12,328 | $2.56M | 0.18% | +1,424+13.1% | Added |
| Cary Street Partner Investment Advisory LLC | 12,363 | $2.57M | 0.83% | +6,687+117.8% | Added |
| Bank of the West | 12,382 | $2.58M | 0.26% | +734+6.3% | Added |
| Kiley Juergens Wealth Management, LLC | 12,399 | $2.58M | 1.18% | +1,236+11.1% | Added |
| Samlyn Capital, LLC | 12,414 | $2.58M | 0.04% | −43,964−78.0% | Reduced |
| Bessemer Group Inc | 12,467 | $2.59M | 0.01% | +2,040+19.6% | Added |
| Truvestments Capital LLC | 12,473 | $2.59M | 1.42% | +864+7.4% | Added |
| Graybill Bartz & Assoc Ltd | 12,480 | $2.60M | 1.28% | −300−2.3% | Reduced |
| Wimmer Associates 1, LLC | 12,611 | $2.62M | 1.54% | −1,075−7.9% | Reduced |
| Mengis Capital Management, Inc. | 12,706 | $2.64M | 0.55% | −724−5.4% | Reduced |
| Exencial Wealth Advisors, LLC | 12,717 | $2.65M | 0.14% | −1,267−9.1% | Reduced |
| Central Trust Co | 12,719 | $2.65M | 0.10% | +756+6.3% | Added |
| Stonebridge Capital Advisors LLC | 12,776 | $2.66M | 0.32% | −24−0.2% | Reduced |
| Comerica Securities,inc. | 12,812 | $2.66M | 0.20% | −1,316−9.3% | Reduced |
| Benedetti & Gucer, Inc. | 12,811 | $2.66M | 2.39% | +97+0.8% | Added |
| Traphagen Investment Advisors LLC | 110,956 | $2.67M | 0.46% | +5,296+5.0% | Added |
| Camden Capital, LLC | 12,874 | $2.68M | 0.62% | −2,632−17.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 12,906 | $2.68M | 0.11% | −23−0.2% | Reduced |
| CAPROCK Group, Inc. | 12,903 | $2.68M | 0.24% | +221+1.7% | Added |
| Alps Advisors Inc | 12,980 | $2.70M | 0.02% | −616−4.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 13,051 | $2.71M | 0.90% | +14+0.1% | Added |
| Capital Insight Partners, LLC | 13,087 | $2.72M | 0.61% | −360−2.7% | Reduced |
| Northstar Advisory Group, LLC | 13,135 | $2.73M | 1.71% | +5,144+64.4% | Added |
| Brooks, Moore & Associates, Inc. | 13,149 | $2.73M | 1.74% | +85+0.7% | Added |
| JustInvest LLC | 13,157 | $2.74M | 0.29% | +4,548+52.8% | Added |
| SeaCrest Wealth Management, LLC | 13,167 | $2.74M | 0.33% | −434−3.2% | Reduced |
| Lido Advisors, LLC | 13,192 | $2.74M | 0.07% | +1,770+15.5% | Added |
| Loudon Investment Management, LLC | 13,339 | $2.77M | 1.89% | −777−5.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 13,338 | $2.77M | 1.98% | +232+1.8% | Added |
| Van Eck Associates Corp | 13,345 | $2.77M | 0.01% | −415−3.0% | Reduced |
| Jacobi Capital Management LLC | 13,347 | $2.78M | 0.37% | −244−1.8% | Reduced |
| Institute for Wealth Management, LLC. | 13,350 | $2.78M | 0.49% | +208+1.6% | Added |
| Court Place Advisors, LLC | 13,382 | $2.78M | 0.81% | +2,361+21.4% | Added |
| SeaBridge Investment Advisors LLC | 13,414 | $2.79M | 0.90% | +10+0.1% | Added |
| GSB Wealth Management, LLC | 13,454 | $2.80M | 0.87% | −117−0.9% | Reduced |
| Addison Capital Co | 13,491 | $2.81M | 1.37% | −250−1.8% | Reduced |
| Phoenix Wealth Advisors | 13,339 | $2.82M | 2.03% | −633−4.5% | Reduced |
| Spire Wealth Management | 13,613 | $2.83M | 0.08% | −2,894−17.5% | Reduced |
| Wealth Advisory Solutions, LLC | 13,643 | $2.84M | 0.67% | −11,740−46.3% | Reduced |
| SG Americas Securities, LLC | 13,649 | $2.84M | 0.01% | −19,897−59.3% | Reduced |
| Harrington Investments, INC | 13,663 | $2.84M | 1.68% | +715+5.5% | Added |
| Princeton Global Asset Management LLC | 13,705 | $2.85M | 0.87% | +686+5.3% | Added |
| Carroll Financial Associates, Inc. | 13,711 | $2.85M | 0.16% | +2,776+25.4% | Added |
| Horst & Graben Wealth Management LLC | 13,718 | $2.85M | 0.80% | +10.0% | Added |
| Pathstone Family Office, LLC | 13,783 | $2.87M | 0.09% | +1,496+12.2% | Added |
| Optimum Investment Advisors | 13,839 | $2.88M | 0.90% | −1,298−8.6% | Reduced |
| Fayez Sarofim & Co | 13,839 | $2.88M | 0.01% | +8,731+170.9% | Added |
| Garner Asset Management Corp | 13,842 | $2.88M | 1.39% | −29−0.2% | Reduced |
| Independence Bank of Kentucky | 13,851 | $2.88M | 1.28% | −880−6.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 13,853 | $2.88M | 0.68% | +53+0.4% | Added |
| SkyOak Wealth, LLC | 13,870 | $2.88M | 0.77% | −440−3.1% | Reduced |
| BFSG, LLC | 13,891 | $2.89M | 0.52% | −15−0.1% | Reduced |
| Flputnam Investment Management Co | 13,899 | $2.89M | 0.10% | −199−1.4% | Reduced |
| Wakefield Asset Management LLLP | 13,913 | $2.89M | 1.10% | −42−0.3% | Reduced |
| Lincoln National Corp | 14,004 | $2.91M | 0.06% | −1,256−8.2% | Reduced |
| NewSquare Capital LLC | 14,009 | $2.91M | 0.35% | +971+7.4% | Added |