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 |
|---|---|---|---|---|---|
| Credential Qtrade Securities Inc. | 3,810 | $792.4K | 0.06% | +870+29.6% | Added |
| Liberty Wealth Management LLC | 3,819 | $794.0K | 0.31% | +1,253+48.8% | Added |
| Brightworth | 3,841 | $799.0K | 0.07% | +238+6.6% | Added |
| Northwest Bancshares, Inc. | 3,853 | $801.0K | 0.18% | −19−0.5% | Reduced |
| Western Financial Corporation | 3,881 | $807.0K | 0.44% | −8−0.2% | Reduced |
| S&T Bank | 3,884 | $807.0K | 0.13% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,897 | $811.0K | 0.53% | +3+0.1% | Added |
| Tocqueville Asset Management L.P. | 3,905 | $812.0K | 0.01% | −961−19.7% | Reduced |
| First Commonwealth Financial Corp | 3,912 | $814.0K | 0.29% | −305−7.2% | Reduced |
| Terra Nova Asset Management LLC | 3,921 | $815.0K | 0.70% | −61−1.5% | Reduced |
| Carl P. Sherr & Co., LLC | 3,923 | $816.0K | 0.56% | +17+0.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,924 | $816.0K | 0.15% | +388+11.0% | Added |
| Liberty Capital Management, Inc. | 3,930 | $817.0K | 0.25% | −100−2.5% | Reduced |
| Perigon Wealth Management, LLC | 3,948 | $821.0K | 0.07% | +237+6.4% | Added |
| Essex Financial Services, Inc. | 4,840 | $823.0K | 0.12% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,955 | $823.0K | 0.57% | 00.0% | Unchanged |
| Wealth Alliance | 3,964 | $824.0K | 0.19% | +623+18.6% | Added |
| Fundamentun, LLC | 3,969 | $825.0K | 0.23% | +424+12.0% | Added |
| Maltin Wealth Management, Inc. | 3,971 | $826.0K | 0.50% | +4+0.1% | Added |
| LVW Advisors, LLC | 3,993 | $830.0K | 0.15% | +135+3.5% | Added |
| Orion Portfolio Solutions, LLC | 4,012 | $834.0K | 0.03% | −117−2.8% | Reduced |
| Grove Bank & Trust | 4,009 | $834.0K | 0.18% | −7−0.2% | Reduced |
| Dakota Wealth Management | 4,033 | $839.0K | 0.10% | −402−9.1% | Reduced |
| FourThought Financial, LLC | 4,035 | $839.0K | 0.11% | −33−0.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,041 | $840.0K | 0.03% | −65−1.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,037 | $840.0K | 0.30% | +187+4.9% | Added |
| Keudell/Morrison Wealth Management | 4,053 | $843.0K | 0.46% | −283−6.5% | Reduced |
| Capital Square, LLC | 3,971 | $843.0K | 0.62% | +938+30.9% | Added |
| Kanawha Capital Management LLC | 4,062 | $845.0K | 0.08% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 4,061 | $845.0K | 0.45% | +26+0.6% | Added |
| Legacy Financial Advisors, Inc. | 4,067 | $846.0K | 0.21% | +592+17.0% | Added |
| Hudson Capital Management LLC | 4,084 | $849.0K | 0.35% | −100−2.4% | Reduced |
| Perpetual Investment Management Ltd | 4,116 | $856.0K | 0.12% | +500+13.8% | Added |
| Thomasville National Bank | 4,119 | $857.0K | 0.09% | −7,964−65.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,237 | $861.0K | 0.06% | +788+22.8% | Added |
| Trustco Bank Corp N Y | 4,175 | $868.0K | 0.78% | −300−6.7% | Reduced |
| Covenant Partners, LLC | 4,188 | $871.0K | 0.33% | 00.0% | Unchanged |
| Meyer Handelman Co | 4,200 | $873.0K | 0.03% | 00.0% | Unchanged |
| S&CO Inc | 4,220 | $877.0K | 0.07% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,224 | $878.5K | 0.27% | −60−1.4% | Reduced |
| CRA Financial Services, LLC | 4,227 | $879.0K | 0.31% | +166+4.1% | Added |
| Ropes Wealth Advisors LLC | 4,234 | $880.0K | 0.14% | +328+8.4% | Added |
| Eidelman Virant Capital | 4,250 | $883.0K | 0.34% | −270−6.0% | Reduced |
| GoalVest Advisory LLC | 4,244 | $883.0K | 0.55% | +254+6.4% | Added |
| Archer Investment Corp | 4,250 | $883.9K | 0.35% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 4,250 | $884.0K | 0.09% | +179+4.4% | Added |
| Gyon Technologies Capital Management, LP | 4,250 | $884.0K | 0.29% | +2,827+198.7% | Added |
| Foundations Investment Advisors, LLC | 4,165 | $891.0K | 0.04% | +1,515+57.2% | Added |
| Intrust Bank NA | 4,300 | $894.0K | 0.12% | +600+16.2% | Added |
| Glovista Investments LLC | 4,318 | $898.0K | 0.21% | −700−13.9% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 4,324 | $899.0K | 0.98% | −386−8.2% | Reduced |
| Wilkinson Global Asset Management LLC | 4,383 | $912.0K | 0.05% | +1,221+38.6% | Added |
| San Francisco Sentry Investment Group (Ca) | 4,388 | $913.0K | 0.48% | +1,224+38.7% | Added |
| Principle Wealth Partners LLC | 4,413 | $918.0K | 0.10% | +150+3.5% | Added |
| Inscription Capital, LLC | 4,413 | $918.0K | 0.10% | +2,904+192.4% | Added |
| Allred Capital Management, LLC | 4,421 | $919.0K | 0.45% | −42−0.9% | Reduced |
| Credit Agricole S A | 4,428 | $921.0K | 0.03% | +3,085+229.7% | Added |
| NVWM, LLC | 4,433 | $922.0K | 0.33% | −5,856−56.9% | Reduced |
| HM Payson & Co | 4,482 | $932.0K | 0.02% | −799−15.1% | Reduced |
| Banque Pictet & Cie SA | 4,492 | $934.0K | 0.01% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,498 | $935.0K | 0.46% | −850−15.9% | Reduced |
| Marks Group Wealth Management, Inc | 4,510 | $937.0K | 0.13% | +61+1.4% | Added |
| Lyell Wealth Management, LP | 4,510 | $938.0K | 0.12% | −1,185−20.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,541 | $944.0K | 0.41% | +4,541 | New |
| Evermay Wealth Management LLC | 4,548 | $946.0K | 0.18% | −330−6.8% | Reduced |
| Lakeview Capital Partners, LLC | 4,565 | $949.0K | 0.41% | −1,633−26.3% | Reduced |
| IFG Advisory, LLC | 4,564 | $949.0K | 0.11% | −183−3.9% | Reduced |
| Waldron Private Wealth LLC | 4,598 | $956.0K | 0.06% | +43+0.9% | Added |
| Level Four Advisory Services, LLC | 4,605 | $958.0K | 0.07% | −486−9.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,618 | $960.0K | 0.23% | +49+1.1% | Added |
| Grandview Asset Management LLC | 4,620 | $961.0K | 0.53% | +791+20.7% | Added |
| First National Bank of South Miami | 4,626 | $962.0K | 0.66% | −21−0.5% | Reduced |
| Teamwork Financial Advisors, LLC | 4,631 | $963.0K | 0.20% | −788−14.5% | Reduced |
| Barr E S & Co | 4,631 | $963.0K | 0.07% | −5−0.1% | Reduced |
| Pitcairn Co | 4,637 | $964.0K | 0.06% | −32−0.7% | Reduced |
| Resource Management, LLC | 4,649 | $967.0K | 0.11% | −91−1.9% | Reduced |
| Vanguard Capital Wealth Advisors | 4,668 | $970.0K | 0.74% | −1,473−24.0% | Reduced |
| Old Port Advisors | 4,604 | $974.0K | 0.35% | +2,843+161.4% | Added |
| VeraBank, N.A. | 4,694 | $976.0K | 0.58% | +152+3.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,705 | $978.0K | 0.19% | −60−1.3% | Reduced |
| Chicago Capital, LLC | 4,714 | $980.0K | 0.04% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,711 | $980.0K | 0.02% | +269+6.1% | Added |
| Bradley Foster & Sargent Inc | 4,719 | $981.0K | 0.02% | +98+2.1% | Added |
| Arvest Bank Trust Division | 4,718 | $981.0K | 0.05% | +455+10.7% | Added |
| Walter & Keenan Financial Consulting Co | 4,723 | $982.0K | 0.34% | −100−2.1% | Reduced |
| Peterson Wealth Management | 4,733 | $984.0K | 0.78% | +4,733 | New |
| Lantz Financial LLC | 4,742 | $986.0K | 0.51% | +4,742 | New |
| swisspartners Ltd. | 4,750 | $988.0K | 0.70% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,755 | $989.0K | 0.03% | −1,022−17.7% | Reduced |
| Strategic Wealth Designers | 4,776 | $993.0K | 0.35% | +2,852+148.2% | Added |
| Pettee Investors, Inc. | 4,790 | $996.0K | 0.47% | −30−0.6% | Reduced |
| Archford Capital Strategies, LLC | 4,794 | $997.0K | 0.25% | −204−4.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 4,799 | $998.0K | 0.47% | +1,601+50.1% | Added |
| 44 Wealth Management LLC | 4,800 | $998.0K | 0.38% | +1,628+51.3% | Added |
| Employees Retirement System of Texas | 4,815 | $1.00M | 0.01% | −18,100−79.0% | Reduced |
| Elk River Wealth Management, LLC | 4,814 | $1.00M | 0.26% | 00.0% | Unchanged |
| Cooper Financial Group | 4,847 | $1.01M | 0.20% | +80+1.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,876 | $1.01M | 0.01% | +1,093+28.9% | Added |
| Annex Advisory Services, LLC | 4,893 | $1.02M | 0.08% | +4,893 | New |
| GYL Financial Synergies, LLC | 4,903 | $1.02M | 0.53% | +11+0.2% | Added |