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 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 2,270 | $472.1K | 0.17% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2,473 | $473.0K | 0.13% | −328−11.7% | Reduced |
| Strategy Asset Managers LLC | 2,283 | $474.0K | 0.10% | +78+3.5% | Added |
| Red Wave Investments LLC | 2,297 | $478.0K | 0.18% | −38−1.6% | Reduced |
| Harvest Fund Management Co., Ltd | 2,289 | $480.0K | 0.05% | +557+32.2% | Added |
| Engine No. 1 LLC | 2,307 | $480.0K | 0.13% | +2,307 | New |
| Leisure Capital Management | 2,315 | $481.0K | 0.27% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,316 | $482.0K | 0.04% | +641+38.3% | Added |
| Arete Wealth Advisors, LLC | 2,672 | $483.0K | 0.07% | −155−5.5% | Reduced |
| NorthRock Partners, LLC | 2,341 | $487.0K | 0.04% | −311−11.7% | Reduced |
| Indiana Trust & Investment Management CO | 2,920 | $492.0K | 0.27% | 00.0% | Unchanged |
| Ledyard National Bank | 2,376 | $495.0K | 0.05% | −25−1.0% | Reduced |
| Western Wealth Management, LLC | 2,390 | $495.0K | 0.05% | +2+0.1% | Added |
| Versant Capital Management, Inc | 2,384 | $496.0K | 0.18% | −13−0.5% | Reduced |
| Hayden Royal, LLC | 2,396 | $498.0K | 0.27% | −5−0.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,395 | $498.0K | 0.10% | +41+1.7% | Added |
| Advisors Capital Management, LLC | 2,398 | $499.0K | 0.02% | +481+25.1% | Added |
| Barber Financial Group, Inc. | 2,403 | $500.0K | 0.07% | +2,403 | New |
| Joel Isaacson & Co., LLC | 2,414 | $502.0K | 0.04% | +188+8.4% | Added |
| Proficio Capital Partners LLC | 2,417 | $503.0K | 0.06% | −230−8.7% | Reduced |
| SignalPoint Asset Management, LLC | 2,421 | $504.0K | 0.16% | +25+1.0% | Added |
| Childress Capital Advisors, LLC | 2,429 | $505.0K | 0.23% | −750−23.6% | Reduced |
| Braun-Bostich & Associates Inc. | 2,429 | $505.0K | 0.92% | −2−0.1% | Reduced |
| Apollon Wealth Management, LLC | 2,437 | $507.0K | 0.09% | +110+4.7% | Added |
| Stuart Chaussee & Associates, Inc. | 2,447 | $509.0K | 0.22% | +505+26.0% | Added |
| Newman Dignan & Sheerar, Inc. | 2,446 | $509.0K | 0.17% | +717+41.5% | Added |
| Nachman Norwood & Parrott, Inc | 2,453 | $510.0K | 0.05% | −31−1.2% | Reduced |
| DF Dent & Co Inc | 2,461 | $512.0K | 0.01% | 00.0% | Unchanged |
| 360 Financial, Inc. | 2,465 | $513.0K | 0.27% | +47+1.9% | Added |
| Chase Investment Counsel Corp | 2,494 | $518.0K | 0.21% | −83−3.2% | Reduced |
| Capula Management Ltd | 2,492 | $518.0K | 0.09% | +2,492 | New |
| Pacitti Group Inc. | 2,500 | $520.0K | 0.31% | −40−1.6% | Reduced |
| Bluesphere Advisors, LLC | 2,499 | $520.0K | 0.46% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 2,500 | $520.0K | 0.21% | +100+4.2% | Added |
| TRUE Private Wealth Advisors | 2,521 | $524.0K | 0.08% | −2,351−48.3% | Reduced |
| Altus Wealth Group LLC | 2,527 | $526.0K | 0.51% | −5−0.2% | Reduced |
| N.E.W. Advisory Services LLC | 2,549 | $527.0K | 0.09% | +3+0.1% | Added |
| Cadence Bank NA | 2,537 | $527.0K | 0.16% | +125+5.2% | Added |
| Shufro Rose & Co LLC | 2,550 | $530.0K | 0.04% | −75−2.9% | Reduced |
| Delta Financial Advisors LLC | 2,553 | $531.0K | 0.23% | −26−1.0% | Reduced |
| Cannon Financial Strategists, Inc. | 2,561 | $532.6K | 0.21% | −70−2.7% | Reduced |
| Accel Wealth Management | 2,563 | $533.0K | 0.35% | −42−1.6% | Reduced |
| Wharton Business Group, LLC | 2,573 | $535.0K | 0.04% | +1,170+83.4% | Added |
| Univest Financial Corp | 2,576 | $536.0K | 0.15% | −419−14.0% | Reduced |
| RB Capital Management, LLC | 2,582 | $537.0K | 0.21% | −88−3.3% | Reduced |
| Flagship Harbor Advisors, LLC | 2,586 | $538.0K | 0.06% | −456−15.0% | Reduced |
| Summit Financial, LLC | 2,594 | $539.5K | 0.05% | +2,594 | New |
| Silvant Capital Management LLC | 2,600 | $540.0K | 0.09% | +1,642+171.4% | Added |
| Peavine Capital, LLC | 2,600 | $541.0K | 0.11% | 00.0% | Unchanged |
| Sun Life Financial INC | 2,604 | $542.0K | 0.03% | −701−21.2% | Reduced |
| Wellington Shields & Co., LLC | 2,605 | $542.0K | 0.18% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,607 | $542.0K | 0.01% | +828+46.5% | Added |
| Demars Financial Group, LLC | 2,620 | $545.0K | 0.33% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 2,620 | $545.0K | 0.06% | +127+5.1% | Added |
| 180 Wealth Advisors, LLC | 2,875 | $548.0K | 0.13% | −1,010−26.0% | Reduced |
| Cabot Wealth Management Inc | 2,633 | $548.0K | 0.07% | −183−6.5% | Reduced |
| Gilman Hill Asset Management, LLC | 2,640 | $549.0K | 0.14% | +130+5.2% | Added |
| Beaumont Financial Partners, LLC | 2,639 | $549.0K | 0.04% | +264+11.1% | Added |
| First Nebraska Trust Co | 2,641 | $549.2K | 0.07% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 2,653 | $552.0K | 0.17% | +196+8.0% | Added |
| Lake Street Advisors Group, LLC | 2,853 | $553.0K | 0.04% | −55−1.9% | Reduced |
| Avidian Wealth Solutions, LLC | 2,670 | $555.0K | 0.04% | +500+23.0% | Added |
| Calamos Wealth Management LLC | 2,672 | $556.0K | 0.04% | +253+10.5% | Added |
| CoreFirst Bank & Trust | 2,688 | $559.0K | 0.38% | 00.0% | Unchanged |
| Highland Private Wealth Management | 2,690 | $559.0K | 0.08% | +201+8.1% | Added |
| blooom, inc. | 2,745 | $563.0K | 0.42% | −45−1.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,708 | $563.0K | 0.13% | +9+0.3% | Added |
| NovaPoint Capital, LLC | 2,716 | $565.0K | 0.23% | −500−15.5% | Reduced |
| GW Henssler & Associates Ltd | 2,736 | $569.0K | 0.04% | +447+19.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,740 | $570.0K | 0.03% | −265−8.8% | Reduced |
| Cribstone Capital Management, LLC | 2,739 | $570.0K | 0.35% | +25+0.9% | Added |
| Weaver Consulting Group | 2,741 | $570.0K | 0.32% | +227+9.0% | Added |
| Nations Financial Group Inc, | 2,747 | $571.0K | 0.10% | +17+0.6% | Added |
| Aurora Private Wealth, Inc. | 2,755 | $573.0K | 0.23% | −200−6.8% | Reduced |
| Detalus Advisors, LLC | 2,761 | $574.0K | 0.31% | −2,045−42.6% | Reduced |
| Quantamental Technologies LLC | 2,762 | $574.0K | 0.51% | +2,762 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,764 | $575.0K | 0.32% | −143−4.9% | Reduced |
| Cohen & Steers, Inc. | 2,766 | $575.0K | 0.00% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 2,764 | $575.0K | 0.33% | +113+4.3% | Added |
| Concord Wealth Partners | 2,773 | $577.0K | 0.17% | −257−8.5% | Reduced |
| Wolverine Trading, LLC | 2,786 | $578.0K | 0.02% | +2,786 | New |
| Roberts Glore & Co Inc | 2,795 | $581.0K | 0.17% | −417−13.0% | Reduced |
| Two Sigma Securities, LLC | 2,796 | $581.0K | 0.15% | −18−0.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,800 | $582.0K | 0.05% | −400−12.5% | Reduced |
| Weatherly Asset Management L. P. | 2,799 | $582.0K | 0.07% | −100−3.4% | Reduced |
| RDA Financial Network | 2,798 | $582.0K | 0.26% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 2,800 | $582.0K | 0.74% | +2,800 | New |
| Alliance Wealth Advisors, LLC | 2,809 | $584.0K | 0.53% | −24−0.8% | Reduced |
| Texas Capital Bancshares Inc | 2,813 | $585.0K | 0.42% | −69−2.4% | Reduced |
| MidWestOne Financial Group, Inc. | 2,821 | $587.0K | 0.14% | +1,096+63.5% | Added |
| Ausdal Financial Partners, Inc. | 2,829 | $588.0K | 0.09% | −91−3.1% | Reduced |
| Boston Family Office LLC | 2,862 | $595.0K | 0.04% | −136−4.5% | Reduced |
| Segment Wealth Management, LLC | 2,870 | $597.0K | 0.07% | +10.0% | Added |
| Tarbox Family Office, Inc. | 2,884 | $600.0K | 0.11% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 2,896 | $602.0K | 0.43% | +8+0.3% | Added |
| Procyon Private Wealth Partners, LLC | 2,907 | $605.0K | 0.16% | +623+27.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,913 | $606.0K | 0.02% | +10.0% | Added |
| Corrigan Financial, Inc. | 2,917 | $606.6K | 0.19% | 00.0% | Unchanged |
| Davidson Trust Co | 2,917 | $607.0K | 0.47% | −245−7.7% | Reduced |
| Formidable Asset Management, LLC | 2,890 | $608.0K | 0.13% | 00.0% | Unchanged |