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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 1,762 | $366.0K | 0.04% | +65+3.8% | Added |
| West Paces Advisors Inc. | 1,762 | $366.4K | 0.13% | +655+59.2% | Added |
| Ridgecrest Wealth Partners, LLC | 1,763 | $367.0K | 0.23% | +88+5.3% | Added |
| Tiedemann Advisors, LLC | 1,773 | $368.0K | 0.01% | −179−9.2% | Reduced |
| Creative Financial Designs Inc | 1,774 | $369.0K | 0.06% | −15−0.8% | Reduced |
| Legacy Bridge, LLC | 1,777 | $370.0K | 0.21% | −100−5.3% | Reduced |
| Wellington Shields Capital Management, LLC | 1,777 | $370.0K | 0.04% | −15−0.8% | Reduced |
| Stokes Family Office, LLC | 1,779 | $370.0K | 0.05% | +75+4.4% | Added |
| Dana Investment Advisors, Inc. | 1,784 | $371.0K | 0.02% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,788 | $372.0K | 0.06% | −198−10.0% | Reduced |
| Quantinno Capital Management LP | 1,791 | $372.0K | 0.42% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,794 | $373.0K | 0.09% | −67−3.6% | Reduced |
| Wealth Quarterback LLC | 1,794 | $374.0K | 0.23% | +1,794 | New |
| Absher Wealth Management, LLC | 1,805 | $375.0K | 0.07% | −355−16.4% | Reduced |
| Kings Point Capital Management | 1,801 | $375.0K | 0.03% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,831 | $381.0K | 0.05% | +152+9.1% | Added |
| Buckingham Capital Management, Inc. | 1,840 | $383.0K | 0.06% | −4,133−69.2% | Reduced |
| Navellier & Associates Inc | 1,846 | $384.0K | 0.06% | −1,078−36.9% | Reduced |
| Minot Wealth Management LLC | 1,816 | $384.0K | 0.08% | +567+45.4% | Added |
| Security National Bank of Sioux City Iowa | 1,848 | $384.0K | 0.30% | +1,848 | New |
| Platte River Wealth Advisors, LLC | 1,850 | $385.0K | 0.15% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,851 | $385.0K | 0.11% | +3+0.2% | Added |
| SRS Capital Advisors, Inc. | 1,856 | $386.0K | 0.05% | +1,856 | New |
| Wealthspire Advisors, LLC | 1,866 | $388.0K | 0.01% | −10,943−85.4% | Reduced |
| Stevens Capital Management LP | 1,868 | $388.0K | 0.11% | −381−16.9% | Reduced |
| Unio Capital LLC | 1,877 | $390.0K | 0.17% | −389−17.2% | Reduced |
| Gillespie Robinson & Grimm Inc | 1,875 | $390.0K | 0.03% | −50−2.6% | Reduced |
| Staley Capital Advisers Inc | 1,880 | $391.0K | 0.02% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 1,887 | $392.0K | 0.24% | +1,887 | New |
| Smithfield Trust Co | 1,892 | $393.0K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 1,889 | $393.0K | 0.19% | +36+1.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,892 | $393.0K | 0.10% | +53+2.9% | Added |
| Truehand, Inc | 1,900 | $395.0K | 0.23% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,899 | $395.0K | 0.00% | +96+5.3% | Added |
| Spirit of America Management Corp | 1,900 | $395.0K | 0.08% | +900+90.0% | Added |
| Round Table Services, LLC | 1,900 | $395.0K | 0.09% | +1,900 | New |
| Abacus Wealth Partners, LLC | 1,903 | $395.7K | 0.15% | +147+8.4% | Added |
| WC Walker & Associates, Inc. | 1,871 | $396.0K | 0.21% | +1+0.1% | Added |
| Dumont & Blake Investment Advisors LLC | 1,921 | $400.0K | 0.11% | +44+2.3% | Added |
| Bray Capital Advisors | 1,926 | $401.0K | 0.10% | +4+0.2% | Added |
| Sustainable Insight Capital Management, LLC | 1,935 | $402.0K | 0.24% | −36−1.8% | Reduced |
| Platform Technology Partners | 1,931 | $402.0K | 0.17% | +1,931 | New |
| Trust Co of Kansas | 1,940 | $403.0K | 0.23% | −11,505−85.6% | Reduced |
| New England Asset Management Inc | 1,940 | $403.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,940 | $403.0K | 0.10% | +1,940 | New |
| Benedict Financial Advisors Inc | 1,956 | $407.0K | 0.11% | +7+0.4% | Added |
| Atlas Private Wealth Management | 1,976 | $411.0K | 0.25% | +269+15.8% | Added |
| Winthrop Advisory Group LLC | 1,987 | $413.0K | 0.09% | −9−0.5% | Reduced |
| Matrix Private Capital Group LLC | 1,985 | $413.0K | 0.23% | −2−0.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,993 | $414.0K | 0.19% | +114+6.1% | Added |
| Park Circle Co | 2,000 | $416.0K | 0.33% | 00.0% | Unchanged |
| Rice Partnership, LLC | 2,000 | $416.0K | 0.13% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,168 | $418.0K | 0.10% | +111+5.4% | Added |
| Brewin Dolphin Ltd | 2,016 | $419.3K | 0.02% | +100+5.2% | Added |
| Spotlight Asset Group, Inc. | 2,025 | $421.0K | 0.16% | −23−1.1% | Reduced |
| Advisors Preferred, LLC | 2,007 | $422.0K | 0.05% | −727−26.6% | Reduced |
| Vista Capital Partners, Inc. | 2,029 | $422.0K | 0.06% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 2,041 | $424.0K | 0.19% | −160−7.3% | Reduced |
| Global Trust Asset Management, LLC | 2,040 | $424.0K | 0.20% | −35−1.7% | Reduced |
| Advisor Resource Council | 2,051 | $426.0K | 0.04% | +2,051 | New |
| Colonial River Wealth Management, LLC | 2,065 | $429.0K | 0.31% | −26−1.2% | Reduced |
| Great Diamond Partners, LLC | 2,063 | $429.0K | 0.12% | +63+3.2% | Added |
| Allen Capital Group, LLC | 2,066 | $430.0K | 0.09% | −100−4.6% | Reduced |
| WealthShield Partners, LLC | 2,070 | $430.0K | 0.07% | +18+0.9% | Added |
| LVM Capital Management Ltd | 2,073 | $431.0K | 0.07% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,078 | $432.0K | 0.27% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,080 | $433.0K | 0.22% | +4+0.2% | Added |
| Aries Wealth Management | 2,086 | $434.0K | 0.19% | +80+4.0% | Added |
| Atlas Brown,Inc. | 2,095 | $436.0K | 0.19% | +10.0% | Added |
| Marshall Financial Group LLC | 2,103 | $437.0K | 0.24% | −181−7.9% | Reduced |
| Advisors Management Group Inc | 2,103 | $437.0K | 0.13% | −116−5.2% | Reduced |
| Financial Sense Advisors, Inc. | 2,125 | $442.0K | 0.14% | +10.0% | Added |
| Quad-Cities Investment Group, LLC | 2,124 | $442.0K | 0.30% | +123+6.1% | Added |
| Accurate Wealth Management, LLC | 2,129 | $443.0K | 0.39% | +2,129 | New |
| Cambridge Trust Co | 2,137 | $445.0K | 0.02% | −459−17.7% | Reduced |
| McRae Capital Management Inc | 2,141 | $445.0K | 0.10% | +211+10.9% | Added |
| Windsor Group LTD | 2,149 | $447.0K | 0.10% | +3+0.1% | Added |
| HFR Wealth Management, LLC | 2,152 | $448.0K | 0.13% | +2,152 | New |
| Tradition Wealth Management, LLC | 2,163 | $450.0K | 0.07% | +6+0.3% | Added |
| McIlrath & Eck, LLC | 2,165 | $450.0K | 0.14% | +199+10.1% | Added |
| Baystate Wealth Management LLC | 2,169 | $451.0K | 0.04% | −89−3.9% | Reduced |
| Cobblestone Capital Advisors LLC | 2,168 | $451.0K | 0.03% | +9+0.4% | Added |
| Principal Street Partners, LLC | 2,178 | $453.0K | 0.12% | −2,176−50.0% | Reduced |
| Renasant Bank | 2,177 | $453.0K | 0.34% | +641+41.7% | Added |
| Secure Asset Management, LLC | 2,185 | $454.0K | 0.23% | −81−3.6% | Reduced |
| Peoples Financial Services Corp. | 2,195 | $456.0K | 0.19% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,194 | $456.0K | 0.01% | +2,194 | New |
| West Family Investments, Inc. | 2,191 | $456.0K | 0.13% | +2,191 | New |
| First Citizens Bank & Trust Co | 2,197 | $457.0K | 0.02% | −69−3.0% | Reduced |
| BLB&B Advisors, LLC | 2,210 | $460.0K | 0.03% | +355+19.1% | Added |
| Baker Boyer National Bank | 2,536 | $463.0K | 0.23% | +2,536 | New |
| Personal Cfo Solutions, LLC | 2,250 | $468.0K | 0.10% | +263+13.2% | Added |
| Dearborn Partners LLC | 2,249 | $468.0K | 0.02% | +280+14.2% | Added |
| Crossvault Capital Management LLC | 2,450 | $469.0K | 0.14% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,255 | $469.0K | 0.17% | −18−0.8% | Reduced |
| Qtron Investments LLC | 2,255 | $469.0K | 0.12% | 00.0% | Unchanged |
| Reitz Capital Advisors LLC | 2,267 | $471.0K | 0.33% | −225−9.0% | Reduced |
| NTV Asset Management LLC | 2,263 | $471.0K | 0.08% | +3+0.1% | Added |
| Alexandria Capital, LLC | 2,270 | $472.0K | 0.04% | −50−2.2% | Reduced |
| Old Mission Investment Co LLC | 2,270 | $472.1K | 0.19% | −30−1.3% | Reduced |