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 |
|---|---|---|---|---|---|
| Krilogy Financial LLC | 4,917 | $1.02M | 0.10% | −518−9.5% | Reduced |
| Wealth Management Partners, LLC | 4,939 | $1.03M | 0.72% | +56+1.1% | Added |
| Southeast Asset Advisors Inc. | 4,945 | $1.03M | 0.17% | −1,100−18.2% | Reduced |
| Smith, Moore & Co. | 4,952 | $1.03M | 0.16% | +404+8.9% | Added |
| Ontario Teachers Pension Plan Board | 4,991 | $1.04M | 0.01% | −1,306−20.7% | Reduced |
| IVC Wealth Advisors LLC | 4,991 | $1.04M | 0.73% | +135+2.8% | Added |
| Main Street Financial Solutions, LLC | 4,998 | $1.04M | 0.17% | +20.0% | Added |
| Park Avenue Securities LLC | 5,006 | $1.04M | 0.02% | +296+6.3% | Added |
| Terry L. Blaker | 5,039 | $1.05M | 0.07% | +33+0.7% | Added |
| First Hawaiian Bank | 5,043 | $1.05M | 0.04% | −841−14.3% | Reduced |
| Legacy Advisors, LLC | 5,048 | $1.05M | 0.43% | −1,562−23.6% | Reduced |
| DT Investment Partners, LLC | 5,096 | $1.06M | 0.15% | +333+7.0% | Added |
| Dividend Assets Capital, LLC | 5,102 | $1.06M | 0.21% | −2,546−33.3% | Reduced |
| Community Trust & Investment Co | 5,100 | $1.06M | 0.10% | 00.0% | Unchanged |
| Ar Asset Management Inc | 5,100 | $1.06M | 0.30% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 5,132 | $1.06M | 0.14% | −20.0% | Reduced |
| Brighton Jones LLC | 5,134 | $1.07M | 0.06% | +310+6.4% | Added |
| Mitchell Sinkler & Starr | 5,157 | $1.07M | 0.98% | −78−1.5% | Reduced |
| Argent Advisors, Inc. | 5,185 | $1.08M | 0.65% | +96+1.9% | Added |
| Cypress Capital Group | 5,185 | $1.08M | 0.15% | −280−5.1% | Reduced |
| Alaethes Wealth LLC | 5,197 | $1.08M | 0.83% | −5−0.1% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,204 | $1.08M | 0.27% | −98−1.8% | Reduced |
| Selective Wealth Management, Inc. | 5,220 | $1.09M | 0.87% | −1,250−19.3% | Reduced |
| Hyman Charles D | 5,238 | $1.09M | 0.08% | 00.0% | Unchanged |
| Shelton Capital Management | 5,240 | $1.09M | 0.04% | −5,498−51.2% | Reduced |
| Boyd Watterson Asset Management LLC | 5,240 | $1.09M | 0.44% | −18−0.3% | Reduced |
| 1st Source Bank | 5,252 | $1.09M | 0.07% | −104−1.9% | Reduced |
| Regal Investment Advisors LLC | 5,304 | $1.10M | 0.11% | +5,304 | New |
| Clear Perspective Advisors, LLC | 5,323 | $1.11M | 0.38% | +42+0.8% | Added |
| Axiom Financial Strategies, LLC | 5,373 | $1.12M | 0.52% | +443+9.0% | Added |
| MTM Investment Management, LLC | 5,375 | $1.12M | 0.59% | +10.0% | Added |
| Mountain Capital Investment Advisors, Inc | 5,275 | $1.12M | 0.52% | −716−12.0% | Reduced |
| JT Stratford LLC | 5,384 | $1.12M | 0.36% | −57−1.0% | Reduced |
| Brown Miller Wealth Management, LLC | 5,396 | $1.12M | 0.72% | −73−1.3% | Reduced |
| LCNB Corp | 5,394 | $1.12M | 0.56% | −20−0.4% | Reduced |
| Colonial Trust Advisors | 5,405 | $1.12M | 0.14% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 5,415 | $1.13M | 0.86% | −19−0.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,423 | $1.13M | 0.37% | −1,995−26.9% | Reduced |
| FRG Family Wealth Advisors LLC | 5,481 | $1.14M | 0.22% | +140+2.6% | Added |
| Harbor Investment Advisory, LLC | 5,484 | $1.14M | 0.15% | +144+2.7% | Added |
| Kovack Advisors, Inc. | 5,531 | $1.15M | 0.13% | +9+0.2% | Added |
| D.B. Root & Company, LLC | 5,542 | $1.15M | 0.43% | +142+2.6% | Added |
| Palumbo Wealth Management LLC | 5,591 | $1.16M | 0.78% | −61−1.1% | Reduced |
| New World Advisors LLC | 5,591 | $1.16M | 0.78% | +5,591 | New |
| Hellman Jordan Management Co Inc | 5,597 | $1.16M | 2.07% | −140−2.4% | Reduced |
| Solitude Financial Services | 5,600 | $1.17M | 0.85% | −800−12.5% | Reduced |
| DAGCO, Inc. | 5,620 | $1.17M | 0.52% | −1,976−26.0% | Reduced |
| Affinity Wealth Management LLC | 5,502 | $1.17M | 0.23% | +5,502 | New |
| Citizens Business Bank | 5,625 | $1.17M | 0.15% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 5,640 | $1.17M | 0.14% | 00.0% | Unchanged |
| Knuff & Co LLC | 5,648 | $1.18M | 0.44% | +561+11.0% | Added |
| Loveless Wealth Management LLC | 5,675 | $1.18M | 0.72% | −55−1.0% | Reduced |
| Wintrust Investments LLC | 5,677 | $1.18M | 0.12% | +5,677 | New |
| Legacy Wealth Asset Management, LLC | 5,682 | $1.18M | 0.53% | +15+0.3% | Added |
| Krane Funds Advisors LLC | 5,697 | $1.19M | 0.04% | +354+6.6% | Added |
| Penserra Capital Management LLC | 5,720 | $1.19M | 0.02% | +3,931+219.7% | Added |
| Triangle Securities Wealth Management | 5,724 | $1.19M | 0.40% | −625−9.8% | Reduced |
| Fernwood Investment Management, LLC | 5,763 | $1.20M | 0.40% | −200−3.4% | Reduced |
| Clarius Group, LLC | 5,764 | $1.20M | 0.11% | +95+1.7% | Added |
| Davidson Capital Management Inc. | 5,786 | $1.20M | 0.58% | −1,222−17.4% | Reduced |
| Intellectus Partners, LLC | 5,791 | $1.20M | 0.27% | −257−4.2% | Reduced |
| Regent Investment Management LLC | 5,805 | $1.21M | 0.28% | −135−2.3% | Reduced |
| Private Trust Co NA | 5,852 | $1.22M | 0.18% | +154+2.7% | Added |
| Gleason Group, Inc. | 5,863 | $1.22M | 0.44% | +50+0.9% | Added |
| Probity Advisors, Inc. | 5,871 | $1.22M | 0.26% | −240−3.9% | Reduced |
| Johnson Investment Counsel Inc | 5,920 | $1.23M | 0.02% | +95+1.6% | Added |
| Northeast Financial Consultants Inc | 5,935 | $1.23M | 0.08% | −35,195−85.6% | Reduced |
| NBT Bank N A | 5,950 | $1.24M | 0.17% | −10−0.2% | Reduced |
| Redmond Asset Management, LLC | 5,956 | $1.24M | 0.36% | −809−12.0% | Reduced |
| Investors Research Corp | 5,964 | $1.24M | 0.43% | −3,350−36.0% | Reduced |
| Change Path, LLC | 5,961 | $1.24M | 0.08% | −210−3.4% | Reduced |
| Centiva Capital, LP | 5,960 | $1.24M | 0.10% | +5,960 | New |
| Jag Capital Management, LLC | 5,969 | $1.24M | 0.10% | +84+1.4% | Added |
| Game Creek Capital, LP | 6,000 | $1.25M | 0.67% | −2,625−30.4% | Reduced |
| Barings LLC | 6,036 | $1.25M | 0.03% | −368−5.7% | Reduced |
| ZWJ Investment Counsel Inc | 6,035 | $1.25M | 0.07% | +100+1.7% | Added |
| Meitav Dash Investments Ltd | 6,085 | $1.26M | 0.03% | +500+9.0% | Added |
| Caldwell Trust Co | 6,088 | $1.27M | 0.17% | +732+13.7% | Added |
| Founders Financial Securities LLC | 6,129 | $1.27M | 0.25% | −74−1.2% | Reduced |
| Trustcore Financial Services, LLC | 6,138 | $1.28M | 0.13% | +30.0% | Added |
| Trust Investment Advisors | 6,139 | $1.28M | 1.13% | +134+2.2% | Added |
| Berkshire Asset Management LLC | 6,156 | $1.28M | 0.09% | −21−0.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,202 | $1.29M | 0.21% | +1,199+24.0% | Added |
| Rothschild Investment Corp | 6,212 | $1.29M | 0.10% | −66−1.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 6,225 | $1.29M | 0.07% | +2,091+50.6% | Added |
| IHT Wealth Management, LLC | 6,233 | $1.30M | 0.08% | +486+8.5% | Added |
| Belpointe Asset Management LLC | 6,240 | $1.30M | 0.09% | +2,330+59.6% | Added |
| Private Portfolio Partners LLC | 6,254 | $1.30M | 0.38% | +67+1.1% | Added |
| Equitable Holdings, Inc. | 6,263 | $1.30M | 0.02% | −176−2.7% | Reduced |
| Abbrea Capital, LLC | 6,283 | $1.31M | 0.20% | +85+1.4% | Added |
| American National Registered Investment Advisor, Inc. | 6,291 | $1.31M | 0.47% | −43−0.7% | Reduced |
| Wrapmanager Inc | 6,290 | $1.31M | 0.34% | +436+7.4% | Added |
| Founders Financial Alliance, LLC | 6,288 | $1.31M | 0.60% | +128+2.1% | Added |
| Pettyjohn, Wood & White, Inc | 6,319 | $1.31M | 0.29% | −618−8.9% | Reduced |
| Vident Investment Advisory, LLC | 6,333 | $1.32M | 0.04% | +188+3.1% | Added |
| Lavaca Capital LLC | 6,389 | $1.33M | 0.69% | −847−11.7% | Reduced |
| First Dallas Securities Inc. | 6,416 | $1.33M | 0.87% | +1,366+27.0% | Added |
| Brown Capital Management LLC | 6,434 | $1.34M | 0.01% | −50−0.8% | Reduced |
| Bank of Hawaii | 6,458 | $1.34M | 0.08% | −815−11.2% | Reduced |
| TFG Advisers LLC | 6,468 | $1.34M | 0.65% | +185+2.9% | Added |