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 |
|---|---|---|---|---|---|
| Semmax Financial Advisors Inc. | 27,477 | $5.71M | 1.83% | +517+1.9% | Added |
| Zacks Investment Management | 27,516 | $5.72M | 0.09% | +2,006+7.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 27,533 | $5.73M | 0.55% | −18,416−40.1% | Reduced |
| Martin Capital Partners, LLC | 27,610 | $5.74M | 2.91% | +123+0.4% | Added |
| Integrated Advisors Network LLC | 27,752 | $5.77M | 0.42% | +299+1.1% | Added |
| Vestmark Advisory Solutions, Inc. | 27,771 | $5.78M | 0.41% | −72−0.3% | Reduced |
| Miller Howard Investments Inc | 27,948 | $5.81M | 0.23% | −2,170−7.2% | Reduced |
| Stolper Co | 28,029 | $5.83M | 2.75% | +139+0.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 28,166 | $5.86M | 0.28% | +2,694+10.6% | Added |
| Rench Wealth Management, Inc. | 28,175 | $5.86M | 2.92% | −147−0.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 28,501 | $5.93M | 2.89% | −7,678−21.2% | Reduced |
| Bourne Lent Asset Management Inc | 28,748 | $5.98M | 1.68% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 28,800 | $5.99M | 0.33% | 00.0% | Unchanged |
| Alta Capital Management LLC | 28,819 | $5.99M | 0.17% | +1,636+6.0% | Added |
| Artemis Investment Management LLP | 28,818 | $6.00M | 0.05% | +28,818 | New |
| Horizon Investments, LLC | 28,863 | $6.00M | 0.18% | +16,455+132.6% | Added |
| Arkadios Wealth Advisors | 28,934 | $6.02M | 0.73% | +20,445+240.8% | Added |
| Meeder Asset Management Inc | 29,113 | $6.05M | 0.28% | +2,675+10.1% | Added |
| Stratos Wealth Advisors, LLC | 29,169 | $6.07M | 0.54% | +980+3.5% | Added |
| Horrell Capital Management, Inc. | 29,397 | $6.11M | 2.26% | −2,373−7.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 29,421 | $6.12M | 0.25% | −1,271−4.1% | Reduced |
| Advisory Services Network, LLC | 29,619 | $6.16M | 0.19% | +2,181+7.9% | Added |
| BTR Capital Management Inc | 29,778 | $6.19M | 0.77% | −3,001−9.2% | Reduced |
| Vaughan David Investments LLC | 29,893 | $6.22M | 0.19% | −4,261−12.5% | Reduced |
| Cypress Wealth Services, LLC | 30,019 | $6.24M | 1.71% | −95−0.3% | Reduced |
| Naples Global Advisors, LLC | 30,055 | $6.25M | 0.87% | +313+1.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 30,093 | $6.26M | 2.06% | +677+2.3% | Added |
| South Dakota Investment Council | 30,345 | $6.31M | 0.11% | −7,760−20.4% | Reduced |
| Beacon Pointe Advisors, LLC | 30,455 | $6.33M | 0.22% | +13,621+80.9% | Added |
| Cerity Partners LLC | 30,460 | $6.33M | 0.14% | +11,430+60.1% | Added |
| Barrett Asset Management, LLC | 30,720 | $6.39M | 0.29% | +80.0% | Added |
| Ascent Wealth Partners, LLC | 30,728 | $6.39M | 1.22% | −2,215−6.7% | Reduced |
| Stokes Capital Advisors, LLC | 30,836 | $6.41M | 2.10% | +3,949+14.7% | Added |
| E. Ohman J:or Asset Management AB | 31,011 | $6.45M | 0.20% | +2,800+9.9% | Added |
| Birch Capital Management, LLC | 31,268 | $6.50M | 4.41% | +507+1.6% | Added |
| Bridge Creek Capital Management LLC | 31,330 | $6.52M | 2.46% | −900−2.8% | Reduced |
| Moors & Cabot, Inc. | 31,355 | $6.52M | 0.46% | −872−2.7% | Reduced |
| Argyle Capital Management Inc. | 31,423 | $6.54M | 2.11% | −370−1.2% | Reduced |
| Wealthfront Advisers LLC | 31,550 | $6.56M | 0.03% | +2,593+9.0% | Added |
| Peloton Wealth Strategists | 31,630 | $6.58M | 2.71% | +600+1.9% | Added |
| Capital Investment Counsel, Inc | 31,738 | $6.60M | 1.47% | +440+1.4% | Added |
| Siemens Fonds Invest GmbH | 31,970 | $6.65M | 0.79% | −610−1.9% | Reduced |
| North Star Investment Management Corp. | 32,066 | $6.67M | 0.53% | −26−0.1% | Reduced |
| Westover Capital Advisors, LLC | 32,096 | $6.67M | 2.14% | −1,139−3.4% | Reduced |
| Woodstock Corp | 32,118 | $6.68M | 0.79% | −984−3.0% | Reduced |
| Griffin Asset Management, Inc. | 32,220 | $6.70M | 0.81% | −197−0.6% | Reduced |
| Sepio Capital, LP | 32,300 | $6.72M | 0.56% | −4,346−11.9% | Reduced |
| Opus Investment Management Inc | 32,400 | $6.74M | 1.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 32,858 | $6.78M | 0.22% | +3,611+12.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 32,847 | $6.83M | 0.12% | +229+0.7% | Added |
| Eastover Investment Advisors LLC | 32,994 | $6.86M | 4.46% | +828+2.6% | Added |
| Capital Management Corp | 33,040 | $6.87M | 1.46% | −8,637−20.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 33,142 | $6.89M | 0.17% | +887+2.7% | Added |
| Murphy Capital Management Inc | 33,334 | $6.93M | 0.79% | −524−1.5% | Reduced |
| Rowland & Co Investment Counsel | 33,469 | $6.96M | 1.71% | +39+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 33,488 | $6.96M | 0.37% | +6,912+26.0% | Added |
| Boston Research & Management Inc | 33,828 | $7.04M | 2.13% | −548−1.6% | Reduced |
| Bard Financial Services, Inc. | 33,950 | $7.06M | 0.63% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 41,747 | $7.10M | 4.30% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 34,187 | $7.11M | 0.72% | +3,006+9.6% | Added |
| EagleClaw Capital Managment, LLC | 34,265 | $7.13M | 1.84% | +2,051+6.4% | Added |
| PDS Planning, Inc | 34,323 | $7.14M | 1.74% | −917−2.6% | Reduced |
| Allegiant Private Advisors, LLC | 34,589 | $7.19M | 1.16% | −3,114−8.3% | Reduced |
| Tamar Securities, LLC | 34,602 | $7.20M | 2.77% | −3,177−8.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 34,692 | $7.21M | 0.93% | −852−2.4% | Reduced |
| Sequoia Financial Advisors, LLC | 34,973 | $7.27M | 0.27% | +19,788+130.3% | Added |
| Whittier Trust Co | 35,126 | $7.30M | 0.13% | −8,513−19.5% | Reduced |
| NorthCoast Asset Management LLC | 35,176 | $7.32M | 0.26% | −5,236−13.0% | Reduced |
| Live Oak Private Wealth LLC | 35,333 | $7.35M | 1.62% | −4,944−12.3% | Reduced |
| QS Investors, LLC | 35,415 | $7.37M | 0.09% | −92,213−72.3% | Reduced |
| Wambolt & Associates, LLC | 35,126 | $7.38M | 3.14% | +601+1.7% | Added |
| Optimal Asset Management, Inc. | 35,520 | $7.39M | 0.87% | 00.0% | Unchanged |
| Motco | 35,545 | $7.39M | 0.48% | +1,831+5.4% | Added |
| Patten & Patten Inc | 35,704 | $7.42M | 0.57% | −4,475−11.1% | Reduced |
| Atlantic Union Bankshares Corp | 35,825 | $7.45M | 0.72% | +495+1.4% | Added |
| Evergreen Capital Management LLC | 35,883 | $7.46M | 0.36% | −2,882−7.4% | Reduced |
| Baxter Bros Inc | 35,971 | $7.48M | 1.19% | −2,199−5.8% | Reduced |
| Stratos Wealth Partners, LTD. | 36,065 | $7.50M | 0.19% | −5,372−13.0% | Reduced |
| HBK Sorce Advisory LLC | 36,075 | $7.50M | 0.41% | −924−2.5% | Reduced |
| Visionary Wealth Advisors | 36,209 | $7.53M | 0.76% | −59−0.2% | Reduced |
| Sigma Planning Corp | 36,220 | $7.53M | 0.23% | +926+2.6% | Added |
| Vision Capital Management, Inc. | 36,333 | $7.56M | 1.25% | +620+1.7% | Added |
| Eagle Asset Management Inc | 36,473 | $7.58M | 0.03% | −19,557−34.9% | Reduced |
| Ziegler Capital Management, LLC | 36,550 | $7.60M | 0.25% | −69,798−65.6% | Reduced |
| Xcel Wealth Management, LLC | 36,623 | $7.62M | 2.30% | −285−0.8% | Reduced |
| WESPAC Advisors SoCal, LLC | 36,910 | $7.68M | 2.55% | −6,760−15.5% | Reduced |
| Woodmont Investment Counsel LLC | 36,922 | $7.68M | 1.21% | +243+0.7% | Added |
| Usca Ria LLC | 37,215 | $7.74M | 0.47% | +1,445+4.0% | Added |
| Prospera Financial Services Inc | 37,265 | $7.75M | 0.39% | −13,046−25.9% | Reduced |
| tru Independence LLC | 37,303 | $7.76M | 2.28% | −378−1.0% | Reduced |
| Miramar Capital, LLC | 40,997 | $7.81M | 3.15% | −863−2.1% | Reduced |
| Twin Capital Management Inc | 37,937 | $7.89M | 0.73% | −280−0.7% | Reduced |
| Bank of New Hampshire | 37,982 | $7.90M | 2.11% | +37,982 | New |
| Mattern Capital Management, LLC | 38,174 | $7.94M | 1.57% | +233+0.6% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 38,654 | $8.04M | 0.12% | +1,238+3.3% | Added |
| Sky Investment Group LLC | 38,676 | $8.04M | 1.81% | −520−1.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 38,825 | $8.07M | 0.77% | −2,862−6.9% | Reduced |
| Ironwood Investment Counsel, LLC | 38,911 | $8.09M | 2.16% | +367+1.0% | Added |
| Olstein Capital Management, L.P. | 39,000 | $8.11M | 1.02% | −6,000−13.3% | Reduced |
| Clarity Financial LLC | 39,406 | $8.20M | 1.57% | +17,384+78.9% | Added |