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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 1,297 | $270.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,297 | $270.0K | 0.06% | +41+3.3% | Added |
| Foster & Motley Inc | 1,298 | $270.0K | 0.02% | +1,298 | New |
| Cutler Group LP | 1,300 | $270.0K | 0.02% | +1,300 | New |
| WD Rutherford LLC | 1,305 | $271.0K | 0.15% | +115+9.7% | Added |
| GAM Holding AG | 1,307 | $272.0K | 0.01% | −625−32.3% | Reduced |
| Prentice Wealth Management LLC | 1,314 | $273.0K | 0.14% | +226+20.8% | Added |
| Bedel Financial Consulting, Inc. | 1,316 | $274.0K | 0.10% | +203+18.2% | Added |
| Rock Creek Group, LP | 1,320 | $275.0K | 0.04% | −88−6.3% | Reduced |
| Dillon & Associates Inc | 1,320 | $275.0K | 0.05% | −32−2.4% | Reduced |
| Mendel Money Management | 1,320 | $275.0K | 0.17% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,326 | $276.0K | 0.02% | +1,326 | New |
| Cary Street Partners Asset Management LLC | 1,330 | $277.0K | 0.07% | −18,623−93.3% | Reduced |
| Ssi Investment Management LLC | 1,333 | $277.0K | 0.02% | +5+0.4% | Added |
| CWA Asset Management Group, LLC | 1,317 | $277.0K | 0.02% | +2+0.2% | Added |
| Meristem Family Wealth, LLC | 1,333 | $277.0K | 0.04% | +46+3.6% | Added |
| Fairhaven Wealth Management, LLC | 1,338 | $278.0K | 0.11% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 1,338 | $278.0K | 0.06% | +1,338 | New |
| GQG Partners LLC | 1,336 | $278.0K | 0.00% | +1,336 | New |
| LBMC Investment Advisors, LLC | 1,341 | $279.0K | 0.03% | +6+0.4% | Added |
| Regents of the University of California | 1,350 | $281.0K | 0.04% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,355 | $282.0K | 0.05% | −1,166−46.3% | Reduced |
| CX Institutional | 1,357 | $282.0K | 0.02% | +136+11.1% | Added |
| TCI Wealth Advisors, Inc. | 1,368 | $284.0K | 0.05% | −30−2.1% | Reduced |
| Journey Advisory Group, LLC | 1,369 | $285.0K | 0.09% | −50−3.5% | Reduced |
| Davis R M Inc | 1,371 | $285.0K | 0.01% | +128+10.3% | Added |
| Onyx Bridge Wealth Group LLC | 1,355 | $285.0K | 0.12% | +1,355 | New |
| West Coast Financial LLC | 1,376 | $286.0K | 0.05% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,378 | $287.0K | 0.06% | +62+4.7% | Added |
| Doliver Advisors, LP | 1,383 | $288.0K | 0.10% | +1,383 | New |
| Pinnacle Bancorp, Inc. | 1,394 | $290.0K | 0.13% | +14+1.0% | Added |
| Wealthquest Corp | 1,396 | $290.0K | 0.05% | +20+1.5% | Added |
| Nichols & Pratt Advisers LLP | 1,400 | $291.0K | 0.02% | −50−3.4% | Reduced |
| DSC Advisors, L.P. | 1,404 | $292.0K | 0.28% | −380−21.3% | Reduced |
| Warren Averett Asset Management, LLC | 1,505 | $292.0K | 0.03% | +345+29.7% | Added |
| Frisch Financial Group, Inc. | 1,406 | $292.0K | 0.09% | +7+0.5% | Added |
| Burke & Herbert Bank & Trust Co | 1,405 | $293.0K | 0.19% | +44+3.2% | Added |
| Opus Capital Group, LLC | 1,419 | $295.0K | 0.07% | +1,419 | New |
| TownSquare Capital, LLC | 1,395 | $295.0K | 0.01% | +1,395 | New |
| Almanack Investment Partners, LLC. | 1,422 | $296.0K | 0.03% | −395−21.7% | Reduced |
| Berkeley Capital Partners, LLC | 1,426 | $297.0K | 0.13% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,428 | $297.0K | 0.08% | +1,428 | New |
| Titus Wealth Management | 1,432 | $298.0K | 0.16% | −107−7.0% | Reduced |
| Thoroughbred Financial Services, LLC | 1,442 | $300.0K | 0.08% | −12−0.8% | Reduced |
| Bridgefront Capital, LLC | 1,455 | $303.0K | 0.11% | −4,431−75.3% | Reduced |
| First City Capital Management, Inc. | 1,565 | $303.0K | 0.17% | +90+6.1% | Added |
| Harvey Investment Co LLC | 1,458 | $303.0K | 0.04% | 00.0% | Unchanged |
| Mosaic Advisors LLC | 1,464 | $304.0K | 0.20% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,467 | $305.0K | 0.14% | −8−0.5% | Reduced |
| Circle Wealth Management, LLC | 1,472 | $306.0K | 0.04% | +52+3.7% | Added |
| Golden State Equity Partners | 1,475 | $307.0K | 0.12% | −76−4.9% | Reduced |
| Ambassador Advisors, LLC | 1,475 | $307.0K | 0.06% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,483 | $308.0K | 0.19% | +1+0.1% | Added |
| Sage Rhino Capital LLC | 1,486 | $309.0K | 0.09% | +55+3.8% | Added |
| Compton Capital Management Inc | 1,490 | $310.0K | 0.09% | −125−7.7% | Reduced |
| PNC Managed Account Solutions, Inc. | 1,497 | $311.0K | 0.06% | +1,497 | New |
| Rbo & Co LLC | 1,500 | $312.0K | 0.05% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,515 | $315.0K | 0.19% | +7+0.5% | Added |
| Brandywine Oak Private Wealth LLC | 1,538 | $319.0K | 0.04% | −151−8.9% | Reduced |
| First PREMIER Bank | 1,537 | $319.0K | 0.09% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,540 | $320.0K | 0.25% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,542 | $321.0K | 0.05% | +1,542 | New |
| Nadler Financial Group, Inc. | 1,556 | $324.0K | 0.05% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,573 | $327.0K | 0.17% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,578 | $328.0K | 0.03% | 00.0% | Unchanged |
| Elgethun Capital Management | 1,578 | $328.0K | 0.11% | +8+0.5% | Added |
| Calton & Associates, Inc. | 1,572 | $328.0K | 0.06% | +76+5.1% | Added |
| West Branch Capital LLC | 1,577 | $328.0K | 0.16% | +329+26.4% | Added |
| Tectonic Advisors LLC | 1,583 | $329.0K | 0.07% | +165+11.6% | Added |
| Global Strategic Investment Solutions, LLC | 1,586 | $330.0K | 0.06% | +8+0.5% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,592 | $331.0K | 0.05% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,592 | $331.0K | 0.07% | +169+11.9% | Added |
| Grace Capital | 1,600 | $333.0K | 0.22% | −700−30.4% | Reduced |
| Hall Laurie J Trustee | 1,600 | $333.0K | 0.13% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 1,605 | $334.0K | 0.32% | +14+0.9% | Added |
| Lake Street Financial LLC | 1,608 | $338.0K | 0.09% | −466−22.5% | Reduced |
| FinTrust Capital Advisors, LLC | 1,628 | $339.0K | 0.09% | +25+1.6% | Added |
| Steel Peak Wealth Management LLC | 1,637 | $340.0K | 0.02% | −5,155−75.9% | Reduced |
| Vigilant Capital Management, LLC | 1,644 | $342.0K | 0.03% | −43−2.5% | Reduced |
| Crestwood Advisors Group LLC | 1,648 | $343.0K | 0.01% | −63−3.7% | Reduced |
| Boltwood Capital Management | 1,660 | $345.0K | 0.14% | −115−6.5% | Reduced |
| Aptus Capital Advisors, LLC | 1,660 | $345.0K | 0.02% | −35−2.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,657 | $345.0K | 0.14% | −35−2.1% | Reduced |
| Legacy Capital Partners, Inc. | 1,661 | $345.0K | 0.12% | +1,661 | New |
| Bank of Nova Scotia Trust Co | 1,664 | $346.0K | 0.03% | +92+5.9% | Added |
| Fort Sheridan Advisors LLC | 1,674 | $348.0K | 0.12% | −286−14.6% | Reduced |
| M. Kraus & Co | 1,676 | $349.0K | 0.13% | −30−1.8% | Reduced |
| Jones Financial Companies LLLP | 1,679 | $349.0K | 0.00% | −5−0.3% | Reduced |
| Verity Asset Management, Inc. | 1,684 | $350.0K | 0.19% | −1,087−39.2% | Reduced |
| Kercheville Advisors, LLC | 1,701 | $354.0K | 0.16% | −100−5.6% | Reduced |
| Van Hulzen Asset Management, LLC | 1,707 | $355.0K | 0.05% | +42+2.5% | Added |
| Pinnacle Family Advisors, LLC | 1,718 | $357.0K | 0.16% | +16+0.9% | Added |
| Certified Advisory Corp | 1,720 | $358.0K | 0.09% | +28+1.7% | Added |
| Becker Capital Management Inc | 1,722 | $358.0K | 0.02% | +286+19.9% | Added |
| Westhampton Capital, LLC | 1,725 | $359.0K | 0.23% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,731 | $359.0K | 0.04% | +3+0.2% | Added |
| Aspiriant, LLC | 1,729 | $359.0K | 0.02% | +349+25.3% | Added |
| Accuvest Global Advisors | 1,730 | $360.0K | 0.18% | +111+6.9% | Added |
| LexAurum Advisors, LLC | 1,746 | $363.0K | 0.11% | 00.0% | Unchanged |
| Corundum Group, Inc. | 1,754 | $365.0K | 0.24% | −142−7.5% | Reduced |