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 |
|---|---|---|---|---|---|
| CMG Global Holdings, LLC | 39,661 | $8.25M | 6.22% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 39,805 | $8.28M | 0.19% | −11,103−21.8% | Reduced |
| Albion Financial Group | 39,822 | $8.28M | 0.72% | +39,822 | New |
| Bell Bank | 40,015 | $8.32M | 1.10% | +476+1.2% | Added |
| Richard Bernstein Advisors LLC | 40,505 | $8.42M | 0.17% | 00.0% | Unchanged |
| Shell Asset Management Co | 40,533 | $8.43M | 0.16% | −25,603−38.7% | Reduced |
| MAI Capital Management | 40,570 | $8.44M | 0.17% | −1,983−4.7% | Reduced |
| Quantitative Investment Management, LLC | 40,873 | $8.50M | 0.77% | +40,873 | New |
| Ibex Wealth Advisors | 40,912 | $8.51M | 1.70% | +675+1.7% | Added |
| Interval Partners, LP | 40,930 | $8.51M | 0.51% | +40,930 | New |
| Spinnaker Trust | 40,946 | $8.52M | 0.59% | −2,655−6.1% | Reduced |
| Waterfront Wealth Inc. | 41,047 | $8.54M | 4.04% | −432−1.0% | Reduced |
| Sand Hill Global Advisors, LLC | 41,201 | $8.57M | 0.52% | −660−1.6% | Reduced |
| Boston Private Wealth LLC | 41,365 | $8.60M | 0.11% | −7,472−15.3% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 41,415 | $8.61M | 5.54% | −2,110−4.8% | Reduced |
| Dowling & Yahnke LLC | 41,432 | $8.62M | 0.50% | +387+0.9% | Added |
| Corbyn Investment Management Inc | 41,527 | $8.64M | 3.21% | −2,548−5.8% | Reduced |
| Kestra Private Wealth Services, LLC | 41,917 | $8.72M | 0.53% | +4,611+12.4% | Added |
| Kentucky Retirement Systems | 42,120 | $8.76M | 0.41% | −2,472−5.5% | Reduced |
| Nikko Asset Management Americas, Inc. | 42,668 | $8.85M | 0.03% | −9,679−18.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 42,557 | $8.85M | 2.77% | −1,533−3.5% | Reduced |
| Evercore Wealth Management, LLC | 42,905 | $8.92M | 0.16% | −3,555−7.7% | Reduced |
| Hunter Associates Investment Management LLC | 43,000 | $8.94M | 2.78% | −6,500−13.1% | Reduced |
| Garland Capital Management Inc | 43,075 | $8.96M | 6.31% | −350−0.8% | Reduced |
| Pacer Advisors, Inc. | 43,180 | $8.98M | 0.13% | −896−2.0% | Reduced |
| FDx Advisors, Inc. | 43,302 | $9.01M | 0.30% | +14,769+51.8% | Added |
| Massmutual Trust Co FSB | 43,782 | $9.11M | 0.39% | +1,883+4.5% | Added |
| Squarepoint Ops LLC | 43,835 | $9.12M | 0.07% | −142,525−76.5% | Reduced |
| Princeton Capital Management LLC | 44,327 | $9.22M | 2.85% | +498+1.1% | Added |
| Willis Investment Counsel | 44,426 | $9.24M | 0.55% | −1,974−4.3% | Reduced |
| Regentatlantic Capital LLC | 44,807 | $9.32M | 0.29% | +4,158+10.2% | Added |
| Louisiana State Employees Retirement System | 45,100 | $9.38M | 0.23% | +500+1.1% | Added |
| Summit Financial Wealth Advisors, LLC | 45,284 | $9.42M | 2.13% | +1,069+2.4% | Added |
| Cetera Investment Advisers | 45,332 | $9.43M | 0.15% | +3,716+8.9% | Added |
| Daiwa Securities Group Inc. | 45,830 | $9.53M | 0.06% | +1,965+4.5% | Added |
| O'Shares Investment Advisers, LLC | 45,899 | $9.55M | 0.67% | +1,350+3.0% | Added |
| Hantz Financial Services, Inc. | 46,112 | $9.59M | 0.35% | +1,425+3.2% | Added |
| MainStreet Investment Advisors LLC | 46,406 | $9.65M | 0.82% | −45−0.1% | Reduced |
| Beacon Financial Group | 45,486 | $9.66M | 1.38% | −13,711−23.2% | Reduced |
| Oppenheimer & Co Inc | 46,497 | $9.67M | 0.17% | −2,511−5.1% | Reduced |
| Headinvest, LLC | 46,505 | $9.67M | 1.84% | −438−0.9% | Reduced |
| Koshinski Asset Management, Inc. | 46,512 | $9.67M | 1.22% | −4,447−8.7% | Reduced |
| Resources Management Corp | 46,593 | $9.69M | 1.36% | −1,620−3.4% | Reduced |
| Telos Capital Management, Inc. | 46,940 | $9.76M | 1.29% | −657−1.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 47,222 | $9.82M | 0.94% | −2,372−4.8% | Reduced |
| Miracle Mile Advisors, LLC | 47,233 | $9.82M | 0.52% | +121+0.3% | Added |
| Donaldson Capital Management, LLC | 47,262 | $9.83M | 0.50% | −4,130−8.0% | Reduced |
| Glenview Trust Co | 47,359 | $9.85M | 0.38% | −30−0.1% | Reduced |
| BancorpSouth Bank | 47,434 | $9.86M | 1.43% | +929+2.0% | Added |
| New Mexico Educational Retirement Board | 47,962 | $9.97M | 0.34% | +2,900+6.4% | Added |
| Putnam Investments LLC | 48,491 | $10.1M | 0.02% | −1,930−3.8% | Reduced |
| Cartenna Capital, LP | 48,600 | $10.1M | 3.78% | +48,600 | New |
| Tufton Capital Management | 48,729 | $10.1M | 1.66% | −1,230−2.5% | Reduced |
| Swarthmore Group Inc | 48,809 | $10.2M | 2.62% | −1,259−2.5% | Reduced |
| Rafferty Asset Management, LLC | 48,861 | $10.2M | 0.06% | +21,826+80.7% | Added |
| Hendershot Investments Inc. | 48,961 | $10.2M | 2.22% | −1,000−2.0% | Reduced |
| Addenda Capital Inc. | 49,448 | $10.3M | 0.48% | +2,394+5.1% | Added |
| Davy Global Fund Management Ltd | 49,672 | $10.3M | 1.58% | −961−1.9% | Reduced |
| Cullinan Associates Inc | 49,703 | $10.3M | 0.58% | +9,223+22.8% | Added |
| Avalon Global Asset Management LLC | 50,000 | $10.4M | 3.41% | +50,000 | New |
| Biechele Royce Advisors | 50,176 | $10.4M | 4.52% | −43−0.1% | Reduced |
| CIBC World Markets Corp | 50,221 | $10.4M | 0.07% | −18,368−26.8% | Reduced |
| Elo Mutual Pension Insurance Co | 50,241 | $10.4M | 0.35% | −1,357−2.6% | Reduced |
| Blueshift Asset Management, LLC | 50,423 | $10.5M | 0.57% | +43,960+680.2% | Added |
| Amica Mutual Insurance Co | 50,591 | $10.5M | 1.11% | +13,802+37.5% | Added |
| Hendley & Co Inc | 50,925 | $10.6M | 3.54% | −890−1.7% | Reduced |
| Tredje AP-fonden | 50,929 | $10.6M | 0.22% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 51,020 | $10.6M | 1.16% | −1,811−3.4% | Reduced |
| First Horizon Corp | 51,091 | $10.6M | 0.95% | −849−1.6% | Reduced |
| Gotham Asset Management, LLC | 51,417 | $10.7M | 0.45% | +20,343+65.5% | Added |
| Anchor Investment Management, LLC | 51,781 | $10.8M | 1.49% | +571+1.1% | Added |
| Capitolis Advisors LLC | 52,092 | $10.8M | 0.13% | −25,978−33.3% | Reduced |
| First National Trust Co | 52,319 | $10.9M | 0.66% | +2,588+5.2% | Added |
| Covington Capital Management | 52,488 | $10.9M | 0.43% | −1,452−2.7% | Reduced |
| Wealthcare Advisory Partners LLC | 52,583 | $10.9M | 0.73% | −593−1.1% | Reduced |
| Vantage Investment Partners, LLC | 52,857 | $11.0M | 0.53% | −7,501−12.4% | Reduced |
| Bingham Osborn & Scarborough LLC | 53,001 | $11.0M | 0.78% | −1,440−2.6% | Reduced |
| Federated Hermes, Inc. | 53,022 | $11.0M | 0.02% | +39,328+287.2% | Added |
| Northeast Investment Management | 53,136 | $11.1M | 0.60% | −1,031−1.9% | Reduced |
| Congress Asset Management Co | 53,590 | $11.1M | 0.09% | +2,426+4.7% | Added |
| Gilbert & Cook, Inc. | 53,615 | $11.2M | 2.01% | −5,455−9.2% | Reduced |
| Venturi Wealth Management, LLC | 54,004 | $11.2M | 1.00% | −390−0.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 54,421 | $11.3M | 1.02% | +330+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 54,850 | $11.4M | 0.10% | 00.0% | Unchanged |
| Grace & White Inc | 54,990 | $11.4M | 2.08% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 55,319 | $11.5M | 0.76% | −30,578−35.6% | Reduced |
| Jupiter Asset Management Ltd | 55,379 | $11.5M | 0.12% | +55,379 | New |
| Cubist Systematic Strategies, LLC | 55,616 | $11.6M | 0.13% | −21,707−28.1% | Reduced |
| First National Bank of Omaha | 68,086 | $11.6M | 0.60% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 55,657 | $11.6M | 0.33% | −27,085−32.7% | Reduced |
| Chartwell Investment Partners, LLC | 55,705 | $11.6M | 0.34% | −5,703−9.3% | Reduced |
| Maryland State Retirement & Pension System | 55,261 | $11.7M | 0.38% | +353+0.6% | Added |
| Eagle Ridge Investment Management | 56,160 | $11.7M | 1.35% | −1,015−1.8% | Reduced |
| Fort Washington Investment Advisors Inc | 57,151 | $11.9M | 0.11% | −20,554−26.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 57,257 | $11.9M | 0.12% | +1,684+3.0% | Added |
| Signaturefd, LLC | 58,068 | $12.1M | 0.48% | −6,925−10.7% | Reduced |
| Ameritas Investment Company, LLC | 2,868 | $12.1M | 0.59% | −51,802−94.8% | Reduced |
| Country Club Trust Company, n.a. | 58,518 | $12.1M | 1.06% | −93−0.2% | Reduced |
| CCM Investment Advisers LLC | 58,555 | $12.2M | 1.56% | +8,173+16.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 58,696 | $12.2M | 0.28% | +58,696 | New |