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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Perkins Coie Trust Co | 19,811 | $4.12M | 1.27% | −140−0.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 19,820 | $4.12M | 0.01% | +785+4.1% | Added |
| Arden Trust Co | 19,931 | $4.14M | 0.68% | −1,247−5.9% | Reduced |
| Advanced Asset Management Advisors Inc | 20,000 | $4.16M | 0.88% | 00.0% | Unchanged |
| Girard Partners Ltd. | 20,037 | $4.17M | 0.54% | −1,198−5.6% | Reduced |
| Cypress Asset Management Inc | 20,067 | $4.17M | 1.07% | +235+1.2% | Added |
| Pallas Capital Advisors LLC | 21,880 | $4.17M | 0.59% | +3,675+20.2% | Added |
| Palisade Asset Management, LLC | 20,122 | $4.18M | 0.49% | +38+0.2% | Added |
| Roundview Capital LLC | 20,164 | $4.19M | 0.47% | −123−0.6% | Reduced |
| TrinityPoint Wealth, LLC | 20,236 | $4.21M | 0.86% | −90.0% | Reduced |
| L & S Advisors Inc | 20,249 | $4.21M | 0.45% | −19,078−48.5% | Reduced |
| Physicians Financial Services, Inc. | 20,406 | $4.24M | 1.74% | −535−2.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 20,417 | $4.25M | 0.77% | +311+1.5% | Added |
| IBM Retirement Fund | 20,422 | $4.25M | 0.33% | −4,010−16.4% | Reduced |
| Madison Wealth Management | 20,456 | $4.25M | 0.94% | +807+4.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 20,468 | $4.26M | 0.22% | −5,848−22.2% | Reduced |
| Brookstone Capital Management | 20,160 | $4.26M | 0.08% | +7,035+53.6% | Added |
| Inlet Private Wealth, LLC | 20,811 | $4.33M | 1.13% | +50.0% | Added |
| Laurel Wealth Advisors LLC | 20,923 | $4.35M | 0.97% | +466+2.3% | Added |
| Vestcor Inc | 21,028 | $4.37M | 0.15% | +7,624+56.9% | Added |
| Old Point Trust & Financial Services N A | 21,065 | $4.38M | 1.93% | −175−0.8% | Reduced |
| Azimuth Capital Management LLC | 21,111 | $4.39M | 0.19% | +365+1.8% | Added |
| Kinneret Advisory, LLC | 21,176 | $4.40M | 0.52% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 21,176 | $4.40M | 0.26% | +1,200+6.0% | Added |
| Sumitomo Life Insurance Co | 21,274 | $4.42M | 0.14% | −3,702−14.8% | Reduced |
| Strategic Advisors LLC | 21,420 | $4.45M | 1.16% | +407+1.9% | Added |
| Argent Trust Co | 21,419 | $4.45M | 0.29% | +8,534+66.2% | Added |
| Good Life Advisors, LLC | 21,454 | $4.46M | 0.85% | −128−0.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 21,516 | $4.47M | 1.31% | −195−0.9% | Reduced |
| Clark Capital Management Group, Inc. | 21,584 | $4.49M | 0.06% | +18,517+603.7% | Added |
| Spectrum Management Group, LLC | 21,594 | $4.49M | 0.79% | −403−1.8% | Reduced |
| Intersect Capital LLC | 21,655 | $4.50M | 0.80% | −19−0.1% | Reduced |
| Strategic Wealth Advisors Group, LLC | 21,696 | $4.51M | 0.20% | −33−0.2% | Reduced |
| Veritable, L.P. | 21,735 | $4.52M | 0.07% | +271+1.3% | Added |
| Lockheed Martin Investment Management Co | 21,876 | $4.55M | 0.24% | −6,490−22.9% | Reduced |
| Canal Capital Management, LLC | 22,041 | $4.58M | 1.32% | +765+3.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,088 | $4.59M | 0.08% | −10,679−32.6% | Reduced |
| Kingsview Wealth Management, LLC | 21,873 | $4.59M | 0.23% | −75−0.3% | Reduced |
| Northwest Investment Counselors, LLC | 22,101 | $4.60M | 1.27% | −307−1.4% | Reduced |
| Investment Management of Virginia LLC | 22,110 | $4.60M | 0.88% | −348−1.5% | Reduced |
| AlphaCrest Capital Management LLC | 22,125 | $4.60M | 0.20% | +11,425+106.8% | Added |
| Clear Creek Financial Management, LLC | 22,161 | $4.61M | 0.71% | +22,161 | New |
| Summitry LLC | 22,301 | $4.64M | 0.29% | −399−1.8% | Reduced |
| Coldstream Capital Management Inc | 22,453 | $4.67M | 0.19% | −231−1.0% | Reduced |
| Horan Capital Advisors, LLC. | 22,480 | $4.67M | 2.11% | +503+2.3% | Added |
| Captrust Financial Advisors | 22,489 | $4.68M | 0.04% | +211+0.9% | Added |
| Sheets Smith Wealth Management | 22,556 | $4.69M | 0.63% | −200−0.9% | Reduced |
| Brookmont Capital Management | 22,618 | $4.70M | 2.85% | −71−0.3% | Reduced |
| Cigna Investments Inc | 22,637 | $4.71M | 0.34% | −3,239−12.5% | Reduced |
| Tiaa, FSB | 22,665 | $4.71M | 0.02% | +6,141+37.2% | Added |
| Hallmark Capital Management Inc | 22,739 | $4.73M | 0.40% | +856+3.9% | Added |
| Stonnington Group, LLC | 22,475 | $4.77M | 1.06% | −2,566−10.2% | Reduced |
| NewEdge Wealth, LLC | 23,108 | $4.81M | 0.37% | +1,805+8.5% | Added |
| Courier Capital LLC | 23,179 | $4.82M | 0.46% | +431+1.9% | Added |
| Kesler, Norman & Wride, LLC | 25,330 | $4.85M | 1.12% | +434+1.7% | Added |
| Sawyer & Company, Inc | 23,465 | $4.88M | 2.28% | −810−3.3% | Reduced |
| Myriad Asset Management Ltd. | 23,500 | $4.89M | 0.37% | +23,500 | New |
| Old Mission Capital LLC | 23,510 | $4.89M | 0.17% | +23,510 | New |
| Exchange Traded Concepts, LLC | 23,513 | $4.89M | 0.15% | −3,997−14.5% | Reduced |
| City Holding Co | 23,603 | $4.91M | 0.86% | +105+0.4% | Added |
| Farmers & Merchants Investments Inc | 23,731 | $4.93M | 0.22% | +329+1.4% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 23,785 | $4.95M | 5.16% | +23,785 | New |
| TD Private Client Wealth LLC | 23,883 | $4.97M | 0.21% | −153−0.6% | Reduced |
| Decatur Capital Management, Inc. | 23,888 | $4.97M | 1.55% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $5.02M | 1.53% | – | – |
| Winton Group Ltd | 24,169 | $5.03M | 0.27% | +24,169 | New |
| North Star Asset Management Inc | 24,251 | $5.04M | 0.28% | −1,176−4.6% | Reduced |
| Adams Asset Advisors, LLC | 24,342 | $5.06M | 0.99% | −277−1.1% | Reduced |
| Corient Capital Partners, LLC | 24,392 | $5.07M | 0.37% | +10,104+70.7% | Added |
| Frontier Wealth Management LLC | 24,420 | $5.08M | 0.36% | +17,499+252.8% | Added |
| Heritage Way Advisors, LLC | 24,510 | $5.10M | 2.10% | −1,019−4.0% | Reduced |
| Valeo Financial Advisors, LLC | 24,523 | $5.10M | 0.32% | +500+2.1% | Added |
| WBI Investments | 25,218 | $5.24M | 0.81% | −23,334−48.1% | Reduced |
| Associated Banc-Corp | 25,327 | $5.27M | 0.21% | −32,860−56.5% | Reduced |
| Surevest, LLC | 25,372 | $5.28M | 1.38% | −2,834−10.0% | Reduced |
| Berger Financial Group, Inc | 25,375 | $5.28M | 0.95% | −10.0% | Reduced |
| Fusion Capital, LLC | 25,392 | $5.28M | 3.18% | +809+3.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 10,373 | $5.29M | 0.13% | −15−0.1% | Reduced |
| Keating Investment Counselors Inc | 25,580 | $5.32M | 2.44% | −3,790−12.9% | Reduced |
| King Luther Capital Management Corp | 25,602 | $5.32M | 0.03% | +7,635+42.5% | Added |
| Culbertson A N & Co Inc | 25,673 | $5.34M | 1.11% | +15+0.1% | Added |
| Cornerstone Investment Partners, LLC | 25,893 | $5.38M | 0.28% | −1,625−5.9% | Reduced |
| Papp L Roy & Associates | 26,128 | $5.43M | 0.69% | −96−0.4% | Reduced |
| Advisor Partners LLC | 26,177 | $5.44M | 0.36% | +431+1.7% | Added |
| Plimoth Trust Co LLC | 26,422 | $5.50M | 1.54% | +1,266+5.0% | Added |
| Jane Street Group, LLC | 26,528 | $5.52M | 0.01% | −166,991−86.3% | Reduced |
| Chapman Investment Management, LLC | 26,605 | $5.53M | 3.07% | +789+3.1% | Added |
| Benin Management CORP | 26,750 | $5.56M | 1.77% | +170+0.6% | Added |
| Farmers Trust Co | 26,792 | $5.57M | 1.23% | −640−2.3% | Reduced |
| Independent Investors Inc | 26,811 | $5.58M | 1.37% | 00.0% | Unchanged |
| Quilter Plc | 26,811 | $5.58M | 0.16% | +1,108+4.3% | Added |
| Schulhoff & Co Inc | 26,925 | $5.60M | 2.47% | +483+1.8% | Added |
| Community Bank, N.A. | 26,998 | $5.62M | 0.66% | +90+0.3% | Added |
| Granite Investment Advisors, LLC | 27,034 | $5.62M | 0.88% | +307+1.1% | Added |
| Park National Corp | 27,187 | $5.66M | 0.24% | −898−3.2% | Reduced |
| Sunbelt Securities, Inc. | 26,855 | $5.66M | 1.02% | −874−3.2% | Reduced |
| Boenning & Scattergood, Inc. | 27,222 | $5.66M | 0.99% | +67+0.2% | Added |
| Cetera Advisors LLC | 27,300 | $5.68M | 0.13% | −2,907−9.6% | Reduced |
| McDaniel Terry & Co | 27,420 | $5.70M | 0.66% | −3,878−12.4% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 27,419 | $5.70M | 0.01% | −1,331−4.6% | Reduced |