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 |
|---|---|---|---|---|---|
| Cascade Investment Advisors, Inc. | 355 | $73.8K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 357 | $74.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 357 | $74.0K | 0.01% | +100+38.9% | Added |
| Simplex Trading, LLC | 360 | $74.0K | 0.00% | +210+140.0% | Added |
| Simon Quick Advisors, LLC | 362 | $75.0K | 0.02% | −188−34.2% | Reduced |
| Leelyn Smith, LLC | 361 | $75.0K | 0.02% | −51−12.4% | Reduced |
| First Financial Corp | 359 | $75.0K | 0.05% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 360 | $75.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 376 | $78.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 480 | $80.0K | 0.02% | +6+1.3% | Added |
| Macroview Investment Management LLC | 384 | $80.0K | 0.11% | 00.0% | Unchanged |
| Firestone Capital Management | 400 | $83.0K | 0.03% | −15−3.6% | Reduced |
| FAI Wealth Management | 400 | $83.0K | 0.07% | 00.0% | Unchanged |
| First Personal Financial Services | 397 | $83.0K | 0.02% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 500 | $85.0K | 0.01% | +500 | New |
| TD Capital Management LLC | 413 | $86.0K | 0.01% | +2+0.5% | Added |
| TSFG, LLC | 414 | $86.0K | 0.03% | +133+47.3% | Added |
| Column Capital Advisors, LLC | 426 | $89.0K | 0.02% | +400+1,538.5% | Added |
| Beck Bode, LLC | 435 | $90.0K | 0.02% | +435 | New |
| Private Ocean, LLC | 436 | $91.0K | 0.01% | −60−12.1% | Reduced |
| Blume Capital Management, Inc. | 439 | $91.0K | 0.03% | +439 | New |
| Thompson Siegel & Walmsley LLC | 440 | $92.0K | 0.00% | +43+10.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 460 | $96.0K | 0.03% | +353+329.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 473 | $98.0K | 0.06% | +1+0.2% | Added |
| Atlas Private Wealth Advisors | 473 | $98.0K | 0.05% | +18+4.0% | Added |
| Larson Financial Group LLC | 487 | $101.0K | 0.02% | −6−1.2% | Reduced |
| Gemmer Asset Management LLC | 495 | $103.0K | 0.01% | +13+2.7% | Added |
| Global Financial Private Client, LLC | 490 | $103.0K | 0.06% | 00.0% | Unchanged |
| Tacita Capital Inc | 505 | $105.0K | 0.06% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 510 | $106.0K | 0.02% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 508 | $106.0K | 0.01% | +148+41.1% | Added |
| Sittner & Nelson, LLC | 523 | $109.0K | 0.08% | −2,750−84.0% | Reduced |
| Canton Hathaway, LLC | 525 | $109.0K | 0.03% | +100+23.5% | Added |
| TFC Financial Management | 527 | $110.0K | 0.04% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 531 | $110.0K | 0.08% | +67+14.4% | Added |
| Baron Financial Group, LLC | 530 | $110.2K | 0.07% | −50−8.6% | Reduced |
| Sierra Capital LLC | 542 | $113.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 549 | $114.0K | 0.07% | −23−4.0% | Reduced |
| Tucker Asset Management LLC | 572 | $119.0K | 0.05% | +41+7.7% | Added |
| Psagot Investment House Ltd. | 570 | $119.0K | 0.00% | +70+14.0% | Added |
| Old Second National Bank of Aurora | 580 | $121.0K | 0.03% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 594 | $123.0K | 0.05% | +594 | New |
| Highlander Capital Management, LLC | 600 | $125.0K | 0.06% | −175−22.6% | Reduced |
| Financial Management Professionals, Inc. | 613 | $127.0K | 0.03% | −200−24.6% | Reduced |
| Howe & Rusling Inc | 618 | $129.0K | 0.02% | +479+344.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 625 | $130.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 632 | $131.0K | 0.05% | +624+7,800.0% | Added |
| Atlas Capital Advisors LLC | 631 | $131.2K | 0.02% | +31+5.2% | Added |
| Sargent Bickham Lagudis LLC | 641 | $133.0K | 0.01% | +1+0.2% | Added |
| Institutional & Family Asset Management, LLC | 643 | $134.0K | 0.02% | −175−21.4% | Reduced |
| IAG Wealth Partners, LLC | 640 | $134.0K | 0.05% | −27−4.0% | Reduced |
| Eukles Asset Management | 656 | $136.0K | 0.08% | +626+2,086.7% | Added |
| Heritage Wealth Management, LLC | 652 | $136.0K | 0.05% | +652 | New |
| Sonora Investment Management, LLC | 659 | $137.0K | 0.02% | +100+17.9% | Added |
| Sound Income Strategies, LLC | 685 | $142.0K | 0.02% | +39+6.0% | Added |
| First Bank & Trust | 689 | $143.0K | 0.07% | −3,332−82.9% | Reduced |
| Toth Financial Advisory Corp | 691 | $144.0K | 0.02% | +206+42.5% | Added |
| Raffa Wealth Management, LLC | 699 | $145.4K | 0.05% | +28+4.2% | Added |
| Focused Wealth Management, Inc | 700 | $146.0K | 0.02% | +700 | New |
| MV Capital Management, Inc. | 706 | $147.0K | 0.02% | +93+15.2% | Added |
| Veracity Capital LLC | 711 | $148.0K | 0.03% | +711 | New |
| JNBA Financial Advisors | 723 | $150.0K | 0.02% | +24+3.4% | Added |
| TD Ameritrade Investment Management, LLC | 732 | $152.0K | 0.00% | −3,384−82.2% | Reduced |
| Salem Investment Counselors Inc | 737 | $153.0K | 0.01% | −140−16.0% | Reduced |
| Lenox Wealth Advisors, LLC | 750 | $156.0K | 0.02% | +354+89.4% | Added |
| Old North State Trust, LLC | 757 | $157.0K | 0.12% | +26+3.6% | Added |
| Enterprise Financial Services Corp | 778 | $161.0K | 0.03% | −318−29.0% | Reduced |
| Lindbrook Capital, LLC | 795 | $165.0K | 0.04% | −100−11.2% | Reduced |
| Lee Financial Co | 804 | $167.0K | 0.04% | +1+0.1% | Added |
| First Command Bank | 816 | $169.0K | 0.02% | −433−34.7% | Reduced |
| First Command Financial Services, Inc. | 816 | $169.0K | 0.02% | −433−34.7% | Reduced |
| Eagle Bay Advisors LLC | 798 | $169.0K | 0.14% | +798 | New |
| Stelac Advisory Services LLC | 818 | $170.0K | 0.04% | +89+12.2% | Added |
| Northern Oak Wealth Management Inc | 825 | $172.0K | 0.02% | +225+37.5% | Added |
| Webster Bank, N. A. | 843 | $176.0K | 0.02% | −90−9.6% | Reduced |
| Bellwether Advisors, LLC | 850 | $176.0K | 0.06% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 850 | $177.0K | 0.11% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 941 | $179.0K | 0.04% | +192+25.6% | Added |
| Stephens Investment Management Group LLC | 869 | $181.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 872 | $181.0K | 0.05% | +211+31.9% | Added |
| Prestige Wealth Management Group LLC | 874 | $182.0K | 0.05% | +634+264.2% | Added |
| Rosenberg Matthew Hamilton | 882 | $183.0K | 0.10% | 00.0% | Unchanged |
| LSV Asset Management | 900 | $187.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 899 | $187.0K | 0.12% | +20+2.3% | Added |
| HHM Wealth Advisors, LLC | 906 | $188.0K | 0.05% | 00.0% | Unchanged |
| Glassman Wealth Services | 906 | $188.0K | 0.04% | +13+1.5% | Added |
| Plante Moran Financial Advisors, LLC | 912 | $190.0K | 0.05% | +563+161.3% | Added |
| Atticus Wealth Management, LLC | 920 | $191.0K | 0.08% | +9+1.0% | Added |
| Hudock, Inc. | 935 | $194.0K | 0.06% | −17−1.8% | Reduced |
| Horan Securities, Inc. | 958 | $199.0K | 0.14% | +513+115.3% | Added |
| Ellevest, Inc. | 955 | $199.0K | 0.02% | +586+158.8% | Added |
| Lazard Freres Gestion S.A.S. | 1,150 | $200.0K | 0.01% | +1,150 | New |
| Roman Butler Fullerton & Co | 966 | $201.0K | 0.10% | +966 | New |
| Osborne Partners Capital Management, LLC | 968 | $201.0K | 0.02% | +968 | New |
| Glenview State Bank Trust Dept. | 968 | $201.0K | 0.06% | +968 | New |
| Echo Street Capital Management LLC | 970 | $202.0K | 0.00% | −402−29.3% | Reduced |
| XML Financial, LLC | 972 | $202.0K | 0.04% | +972 | New |
| Financial Planning & Information Services, Inc. | 971 | $202.0K | 0.06% | +971 | New |
| Hudson Valley Investment Advisors Inc | 975 | $203.0K | 0.04% | +975 | New |
| Northwest Wealth Management, LLC | 978 | $203.0K | 0.11% | +978 | New |