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 |
|---|---|---|---|---|---|
| Country Trust Bank | 980 | $204.0K | 0.01% | −50−4.9% | Reduced |
| Asset Dedication, LLC | 988 | $204.0K | 0.03% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 979 | $204.0K | 0.07% | +979 | New |
| Edmond de Rothschild Holding S.A. | 991 | $206.0K | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 992 | $206.0K | 0.03% | +992 | New |
| FFT Wealth Management LLC | 990 | $206.0K | 0.05% | +990 | New |
| Crew Capital Management, Ltd. | 990 | $206.0K | 0.19% | +990 | New |
| Spreng Capital Management, Inc. | 995 | $207.0K | 0.13% | +995 | New |
| Affinity Capital Advisors, LLC | 995 | $207.0K | 0.07% | +995 | New |
| Marble Harbor Investment Counsel, LLC | 1,000 | $208.0K | 0.03% | −400−28.6% | Reduced |
| Garrison Bradford & Associates Inc | 1,000 | $208.0K | 0.22% | +1,000 | New |
| RBF Capital, LLC | 1,000 | $208.0K | 0.01% | +1,000 | New |
| New Jersey Better Educational Savings Trust | 1,000 | $208.0K | 0.42% | +1,000 | New |
| Mattern Wealth Management LLC | 993 | $209.0K | 0.07% | +993 | New |
| Pacific Capital Wealth Advisors, Inc | 1,007 | $209.0K | 0.11% | +1,007 | New |
| Camden National Bank | 1,010 | $210.0K | 0.04% | +1,010 | New |
| Engrave Wealth Partners LLC | 1,009 | $210.0K | 0.06% | +1,009 | New |
| Wealth Advisors, Inc. | 1,100 | $211.0K | 0.08% | +1,100 | New |
| Concorde Asset Management, LLC | 1,021 | $213.0K | 0.12% | +1,021 | New |
| Fenimore Asset Management Inc | 1,030 | $214.0K | 0.01% | +1,030 | New |
| KCS Wealth Advisory | 1,034 | $215.0K | 0.10% | +1,034 | New |
| McCarthy Grittinger Financial Group, LLC | 1,034 | $215.0K | 0.09% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,037 | $216.0K | 0.03% | +1,037 | New |
| Mizuho Securities USA LLC | 1,043 | $217.0K | 0.02% | +1,043 | New |
| Carolinas Wealth Consulting LLC | 1,047 | $218.0K | 0.05% | +585+126.6% | Added |
| Ifrah Financial Services, Inc. | 1,050 | $218.0K | 0.06% | +1,050 | New |
| Cedar Brook Financial Partners, LLC | 1,049 | $218.0K | 0.06% | +1,049 | New |
| Sunburst Financial Group, LLC | 1,046 | $218.0K | 0.14% | +1,046 | New |
| Abacus Planning Group, Inc. | 1,059 | $220.0K | 0.07% | −130−10.9% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,055 | $220.0K | 0.06% | +1,055 | New |
| Gradient Capital Advisors, LLC | 1,059 | $220.0K | 0.10% | +1,059 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,063 | $221.0K | 0.07% | −915−46.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,065 | $221.0K | 0.06% | +1,065 | New |
| HCR Wealth Advisors | 1,066 | $222.0K | 0.04% | +1,066 | New |
| SageGuard Financial Group, LLC | 1,070 | $222.0K | 0.10% | +1,070 | New |
| Crescent Capital Consulting, LLC | 1,069 | $223.0K | 0.04% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 1,076 | $223.8K | 0.11% | +1,076 | New |
| Mma Asset Management LLC | 1,076 | $224.0K | 0.17% | −582−35.1% | Reduced |
| Key Financial Inc | 1,172 | $224.0K | 0.13% | +100+9.3% | Added |
| 1776 Wealth LLC | 1,080 | $225.0K | 0.13% | +1,080 | New |
| Karn, Couzens & Associates, Inc. | 1,086 | $226.0K | 0.18% | +1,086 | New |
| Wealth Architects, LLC | 1,091 | $227.0K | 0.04% | +1,091 | New |
| Summit Financial Group Inc | 1,095 | $228.0K | 0.09% | +1,095 | New |
| Cable Hill Partners, LLC | 1,097 | $228.0K | 0.05% | +1,097 | New |
| Carmichael Hill & Associates, Inc. | 1,100 | $229.0K | 0.13% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,100 | $229.0K | 0.06% | +1,100 | New |
| Buckley Wealth Management, LLC | 1,100 | $229.0K | 0.08% | +1,100 | New |
| All Terrain Financial Advisors, LLC | 1,100 | $229.0K | 0.11% | +1,100 | New |
| Hatton Consulting, Inc. | 1,108 | $230.0K | 0.18% | +1,108 | New |
| Latitude Advisors, LLC | 1,120 | $233.0K | 0.17% | −92−7.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 1,118 | $233.0K | 0.11% | +1,118 | New |
| Summit Trail Advisors, LLC | 1,121 | $233.0K | 0.02% | +1,121 | New |
| Essex Investment Management Co LLC | 1,126 | $234.0K | 0.03% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 1,126 | $234.0K | 0.05% | +1,126 | New |
| Halbert Hargrove Global Advisors, LLC | 1,130 | $235.0K | 0.02% | +1,130 | New |
| Somerset Trust Co | 1,132 | $235.0K | 0.10% | +1,132 | New |
| Garrison Point Advisors, LLC | 1,140 | $237.0K | 0.17% | +1,140 | New |
| Fox Run Management, L.L.C. | 1,144 | $238.0K | 0.22% | +1,144 | New |
| German American Bancorp, Inc. | 1,147 | $239.0K | 0.04% | +1,147 | New |
| RMB Capital Management, LLC | 1,149 | $239.0K | 0.01% | +1,149 | New |
| Bickling Financial Services, Inc. | 1,150 | $239.0K | 0.11% | +1,150 | New |
| Ellis Investment Partners, LLC | 1,154 | $240.0K | 0.06% | +4+0.3% | Added |
| ELCO Management Co., LLC | 1,161 | $241.0K | 0.18% | −530−31.3% | Reduced |
| Ami Investment Management Inc | 1,157 | $241.0K | 0.10% | +1,157 | New |
| WBH Advisory Inc | 1,155 | $242.0K | 0.04% | +1,155 | New |
| Ballast Advisors LLC | 1,163 | $242.0K | 0.10% | +1,163 | New |
| Mezzasalma Advisors, LLC | 1,165 | $242.0K | 0.13% | +1,165 | New |
| Strategic Wealth Management Group, LLC | 1,168 | $243.0K | 0.09% | −26−2.2% | Reduced |
| Sanders Morris Harris LLC | 1,170 | $243.0K | 0.05% | +1,170 | New |
| Keel Point, LLC | 1,171 | $243.0K | 0.03% | +1,171 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,173 | $244.0K | 0.09% | −22−1.8% | Reduced |
| Vigilare Wealth Management | 1,175 | $244.0K | 0.15% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,172 | $244.0K | 0.06% | +1,172 | New |
| Act Wealth Management, LLC | 1,179 | $245.0K | 0.15% | 00.0% | Unchanged |
| Vista Investment Management | 1,184 | $246.0K | 0.15% | −105−8.1% | Reduced |
| Appleton Partners Inc | 1,182 | $246.0K | 0.02% | −25−2.1% | Reduced |
| Elm Advisors, LLC | 1,200 | $250.0K | 0.15% | 00.0% | Unchanged |
| Clean Yield Group | 1,200 | $250.0K | 0.09% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,202 | $250.0K | 0.08% | +1,202 | New |
| Insight Advisors, LLC | 1,318 | $253.0K | 0.08% | −645−32.9% | Reduced |
| Resource Planning Group | 1,215 | $253.0K | 0.15% | +1,215 | New |
| David Loasby | 1,229 | $255.0K | 0.03% | 00.0% | Unchanged |
| Mirova | 1,233 | $256.0K | 0.03% | +175+16.5% | Added |
| Opal Wealth Advisors, LLC | 1,238 | $257.0K | 0.24% | +1,238 | New |
| Seelaus Asset Management LLC | 1,244 | $259.0K | 0.15% | −70−5.3% | Reduced |
| Trust Co | 1,252 | $260.0K | 0.18% | −939−42.9% | Reduced |
| West Chester Capital Advisors, Inc | 1,250 | $260.0K | 0.20% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,250 | $260.0K | 0.10% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,250 | $260.0K | 0.05% | +1,250 | New |
| Acorn Financial Advisory Services Inc | 1,257 | $261.0K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 1,263 | $263.0K | 0.00% | +261+26.0% | Added |
| Mirabella Financial Services LLP | 1,266 | $263.0K | 0.05% | +1,266 | New |
| Oak Asset Management, LLC | 1,268 | $264.0K | 0.11% | +1,268 | New |
| RiverFront Investment Group, LLC | 1,275 | $265.0K | 0.01% | −72,048−98.3% | Reduced |
| Financial Advisory Service, Inc. | 1,275 | $265.0K | 0.02% | +1,275 | New |
| Castleview Partners, LLC | 1,274 | $265.0K | 0.12% | +1,274 | New |
| Princeton Portfolio Strategies Group LLC | 1,285 | $267.0K | 0.05% | −650−33.6% | Reduced |
| Wealth Management Associates, Inc. | 1,285 | $267.3K | 0.15% | +36+2.9% | Added |
| Coyle Financial Counsel LLC | 1,300 | $270.0K | 0.16% | −353−21.4% | Reduced |
| Trinity Financial Advisors LLC | 1,300 | $270.0K | 0.19% | 00.0% | Unchanged |