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 |
|---|---|---|---|---|---|
| Meridian Wealth Advisors, LLC | 2,923 | $608.0K | 0.17% | +610+26.4% | Added |
| EPG Wealth Management LLC | 2,944 | $612.0K | 0.26% | +53+1.8% | Added |
| Ritholtz Wealth Management | 2,948 | $613.0K | 0.04% | −176−5.6% | Reduced |
| Cascadia Advisory Services, LLC | 2,967 | $617.0K | 0.13% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,966 | $617.0K | 0.04% | +592+24.9% | Added |
| Founders Capital Management, LLC | 2,975 | $619.0K | 0.15% | −500−14.4% | Reduced |
| AMJ Financial Wealth Management | 2,974 | $619.0K | 0.27% | −99−3.2% | Reduced |
| Jeppson Wealth Management, LLC | 2,977 | $619.0K | 0.34% | −10−0.3% | Reduced |
| Chicago Partners Investment Group LLC | 2,949 | $619.0K | 0.05% | +225+8.3% | Added |
| RFG Advisory, LLC | 2,990 | $622.0K | 0.06% | −1,336−30.9% | Reduced |
| Bank Ozk | 2,992 | $622.0K | 0.28% | −400−11.8% | Reduced |
| Bailard, Inc. | 2,991 | $622.0K | 0.02% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,000 | $624.0K | 0.05% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 3,002 | $624.0K | 0.07% | +6+0.2% | Added |
| BFT Financial Group, LLC | 3,007 | $625.0K | 0.13% | −80−2.6% | Reduced |
| Montecito Bank & Trust | 3,003 | $625.0K | 0.12% | +245+8.9% | Added |
| Harbour Capital Advisors, LLC | 3,009 | $626.0K | 0.17% | −1,300−30.2% | Reduced |
| Essex Savings Bank | 2,939 | $630.0K | 0.24% | −106−3.5% | Reduced |
| Nicolet Bankshares Inc | 3,035 | $631.0K | 0.17% | +30+1.0% | Added |
| Octavia Wealth Advisors, LLC | 3,032 | $631.0K | 0.17% | +228+8.1% | Added |
| Field & Main Bank | 3,070 | $638.0K | 0.41% | +20+0.7% | Added |
| Quadrant Capital Group LLC | 3,068 | $638.0K | 0.09% | +264+9.4% | Added |
| Menard Financial Group LLC | 3,096 | $644.0K | 0.61% | +55+1.8% | Added |
| First Horizon Advisors, Inc. | 3,110 | $645.0K | 0.03% | +60+2.0% | Added |
| Greenwich Wealth Management LLC | 3,101 | $645.0K | 0.06% | +3,101 | New |
| Mission Wealth Management, LP | 3,105 | $646.0K | 0.03% | −12−0.4% | Reduced |
| E&G Advisors, LP | 0 | $647.0K | 0.18% | −3,112−100.0% | Reduced |
| Sargent Investment Group, LLC | 3,117 | $648.0K | 0.15% | +39+1.3% | Added |
| Cornerstone Advisory, LLC | 3,118 | $649.0K | 0.11% | +195+6.7% | Added |
| Parkside Financial Bank & Trust | 3,126 | $650.0K | 0.19% | −3−0.1% | Reduced |
| Quest Capital Management Inc | 3,149 | $655.0K | 0.13% | −167−5.0% | Reduced |
| Summit X, LLC | 3,135 | $656.0K | 0.17% | +45+1.5% | Added |
| Erste Asset Management GmbH | 3,175 | $659.2K | 0.01% | +2,492+364.9% | Added |
| King Wealth | 3,181 | $661.0K | 0.14% | −275−8.0% | Reduced |
| MA Private Wealth | 3,177 | $661.0K | 0.13% | +8+0.3% | Added |
| Assetmark, Inc | 3,190 | $663.0K | 0.00% | −383−10.7% | Reduced |
| Fma Advisory Inc | 3,228 | $671.0K | 0.25% | +5+0.2% | Added |
| Redhawk Wealth Advisors, Inc. | 3,240 | $674.0K | 0.15% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,278 | $681.0K | 0.07% | +600+22.4% | Added |
| DeDora Capital, Inc. | 3,288 | $684.0K | 0.30% | +93+2.9% | Added |
| Landmark Financial Advisors, LLC | 3,292 | $685.0K | 0.33% | +50+1.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,301 | $686.0K | 0.19% | −123−3.6% | Reduced |
| Balentine LLC | 3,305 | $687.0K | 0.03% | −459−12.2% | Reduced |
| Teza Capital Management LLC | 3,318 | $690.0K | 0.11% | +3,318 | New |
| ProVise Management Group, LLC | 3,330 | $692.0K | 0.07% | −7,580−69.5% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 3,330 | $692.5K | 0.08% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,339 | $694.0K | 0.42% | +10+0.3% | Added |
| Summit Asset Management, LLC | 3,344 | $695.0K | 0.22% | +10.0% | Added |
| Exane Derivatives | 3,290 | $695.1K | 0.16% | −532−13.9% | Reduced |
| Montis Financial, LLC | 3,360 | $699.0K | 0.58% | 00.0% | Unchanged |
| McAdam, LLC | 3,663 | $703.0K | 0.08% | +4+0.1% | Added |
| De Burlo Group Inc | 3,389 | $704.0K | 0.11% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,340 | $706.0K | 0.14% | +71+2.2% | Added |
| McGuire Investment Group, LLC | 3,410 | $709.0K | 0.13% | −462−11.9% | Reduced |
| Evoke Wealth, LLC | 3,409 | $709.0K | 0.03% | +99+3.0% | Added |
| First Midwest Bank Trust Division | 3,420 | $711.0K | 0.10% | +107+3.2% | Added |
| Valley National Advisers Inc | 3,422 | $712.0K | 0.13% | −78−2.2% | Reduced |
| Roble, Belko & Company, Inc | 3,424 | $712.0K | 0.16% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3,434 | $714.0K | 0.18% | +627+22.3% | Added |
| Rehmann Capital Advisory Group | 3,436 | $714.6K | 0.07% | +72+2.1% | Added |
| Maryland Capital Management | 3,439 | $715.0K | 0.04% | +169+5.2% | Added |
| Heritage Wealth Advisors | 3,449 | $717.4K | 0.04% | 00.0% | Unchanged |
| IFG Advisors, LLC | 3,453 | $718.0K | 0.34% | +17+0.5% | Added |
| Lumature Wealth Partners, LLC | 3,468 | $721.0K | 0.30% | +245+7.6% | Added |
| Salvus Wealth Management, LLC | 3,434 | $722.0K | 0.61% | +82+2.4% | Added |
| Mission Creek Capital Partners, Inc. | 3,481 | $724.0K | 0.12% | −165−4.5% | Reduced |
| Proequities, Inc. | 3,485 | $725.0K | 0.05% | −50−1.4% | Reduced |
| Stableford Capital II LLC | 3,495 | $727.0K | 0.35% | −348−9.1% | Reduced |
| Capital One Financial Corp | 3,501 | $728.0K | 0.09% | +169+5.1% | Added |
| Community Bank & Trust, Waco, Texas | 3,505 | $729.0K | 0.24% | +36+1.0% | Added |
| Baker Ellis Asset Management LLC | 3,510 | $730.0K | 0.14% | −250−6.6% | Reduced |
| Profit Investment Management, LLC | 3,513 | $730.0K | 0.39% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,840 | $733.0K | 0.08% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,525 | $733.0K | 0.65% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 3,534 | $734.0K | 0.01% | +3,534 | New |
| Douglas Lane & Associates, LLC | 3,533 | $735.0K | 0.01% | +19+0.5% | Added |
| Wealthsource Partners, LLC | 3,550 | $738.0K | 0.07% | +1,392+64.5% | Added |
| SFMG, LLC | 3,552 | $739.0K | 0.08% | −330−8.5% | Reduced |
| Patten Group, Inc. | 3,557 | $740.0K | 0.22% | +10+0.3% | Added |
| PRW Wealth Management LLC | 3,557 | $740.0K | 0.22% | +3,557 | New |
| Savant Capital, LLC | 3,588 | $746.0K | 0.03% | +21+0.6% | Added |
| Eqis Capital Management, Inc. | 3,592 | $747.0K | 0.06% | −483−11.9% | Reduced |
| Busey Wealth Management | 3,625 | $753.0K | 0.04% | +164+4.7% | Added |
| Sunflower Bank, N.A. | 3,634 | $756.0K | 0.12% | −750−17.1% | Reduced |
| Corrado Advisors, LLC | 3,647 | $758.0K | 0.47% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 3,646 | $758.0K | 0.65% | 00.0% | Unchanged |
| Family Legacy, Inc. | 3,561 | $759.0K | 0.34% | −25−0.7% | Reduced |
| Claro Advisors LLC | 3,685 | $766.0K | 0.34% | +31+0.8% | Added |
| Kingfisher Capital LLC | 3,699 | $769.0K | 0.20% | −93−2.5% | Reduced |
| Pflug Koory, LLC | 3,708 | $771.0K | 0.40% | −145−3.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,714 | $772.0K | 0.66% | −109−2.9% | Reduced |
| ERTS Wealth Advisors, LLC | 3,722 | $774.0K | 0.21% | −151−3.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,740 | $778.0K | 0.10% | +1,670+80.7% | Added |
| Berman Capital Advisors, LLC | 3,754 | $780.0K | 0.12% | +459+13.9% | Added |
| Capital Analysts, LLC | 3,764 | $783.0K | 0.05% | −835−18.2% | Reduced |
| Founders Capital Management | 3,765 | $783.0K | 0.51% | 00.0% | Unchanged |
| Little House Capital LLC | 3,769 | $784.0K | 0.42% | +3,769 | New |
| Twinbeech Capital LP | 3,774 | $785.0K | 0.10% | +3,774 | New |
| Bangor Savings Bank | 3,776 | $786.0K | 0.09% | +104+2.8% | Added |
| Burney Co | 3,809 | $792.0K | 0.04% | −28−0.7% | Reduced |