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 |
|---|---|---|---|---|---|
| Homrich & Berg | 11,755 | $2.44M | 0.06% | +243+2.1% | Added |
| Geneos Wealth Management Inc. | 11,480 | $2.43M | 0.09% | −3,033−20.9% | Reduced |
| Bridges Investment Management Inc | 11,638 | $2.42M | 0.07% | +201+1.8% | Added |
| EP Wealth Advisors, LLC | 11,593 | $2.41M | 0.07% | −846−6.8% | Reduced |
| Ballentine Partners, LLC | 11,532 | $2.40M | 0.08% | +849+7.9% | Added |
| JLB & Associates Inc | 11,519 | $2.40M | 0.37% | −51−0.4% | Reduced |
| Managed Account Services Inc | 11,509 | $2.39M | 0.57% | 00.0% | Unchanged |
| Toroso Investments, LLC | 11,462 | $2.38M | 0.09% | +5,586+95.1% | Added |
| Premier Asset Management LLC | 11,432 | $2.38M | 0.35% | −5,744−33.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,435 | $2.38M | 0.09% | +153+1.4% | Added |
| KMG Fiduciary Partners, LLC | 11,410 | $2.37M | 0.42% | +124+1.1% | Added |
| Gamble Jones Investment Counsel | 11,378 | $2.37M | 0.15% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 11,367 | $2.36M | 1.51% | −1,029−8.3% | Reduced |
| Smith, Salley & Associates | 11,356 | $2.36M | 0.19% | −371−3.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 11,005 | $2.35M | 1.48% | −125−1.1% | Reduced |
| Cox Capital Mgt LLC | 11,237 | $2.34M | 1.57% | +5,705+103.1% | Added |
| Great Valley Advisor Group, Inc. | 12,906 | $2.33M | 0.17% | +146+1.1% | Added |
| Norway Savings Bank | 11,186 | $2.33M | 1.13% | −210−1.8% | Reduced |
| Human Investing LLC | 11,181 | $2.33M | 0.57% | +210+1.9% | Added |
| Cornerstone Wealth Management, LLC | 11,176 | $2.32M | 0.24% | −239−2.1% | Reduced |
| Sandy Spring Bank | 11,170 | $2.32M | 0.12% | −422−3.6% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 11,000 | $2.29M | 1.63% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $2.29M | 0.96% | – | – |
| Gofen & Glossberg LLC | 10,979 | $2.28M | 0.05% | +20+0.2% | Added |
| Logan Capital Management Inc | 10,956 | $2.28M | 0.11% | +278+2.6% | Added |
| Moneta Group Investment Advisors LLC | 10,954 | $2.28M | 0.10% | +859+8.5% | Added |
| Simmons Bank | 10,894 | $2.27M | 0.16% | −710−6.1% | Reduced |
| AMG National Trust Bank | 10,896 | $2.27M | 0.07% | −280−2.5% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 10,887 | $2.26M | 0.17% | +320+3.0% | Added |
| Veriti Management LLC | 10,758 | $2.24M | 0.33% | +3,109+40.6% | Added |
| Sterneck Capital Management, LLC | 11,643 | $2.24M | 1.38% | −1,585−12.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,745 | $2.23M | 0.04% | +970+9.9% | Added |
| Townsend & Associates, Inc | 10,352 | $2.21M | 1.29% | +139+1.4% | Added |
| Ellsworth Advisors, LLC | 10,607 | $2.21M | 1.08% | +1,350+14.6% | Added |
| Northwest & Ethical Investments L.P. | 10,589 | $2.20M | 0.07% | −27,066−71.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 10,551 | $2.19M | 0.04% | +983+10.3% | Added |
| American Portfolios Advisors | 10,525 | $2.19M | 0.08% | −467−4.2% | Reduced |
| Laffer Tengler Investments | 10,521 | $2.19M | 0.82% | −1,993−15.9% | Reduced |
| Profund Advisors LLC | 10,452 | $2.17M | 0.07% | +476+4.8% | Added |
| FIL Ltd | 10,409 | $2.17M | 0.00% | +4,923+89.7% | Added |
| Illinois Municipal Retirement Fund | 10,407 | $2.16M | 0.09% | 00.0% | Unchanged |
| Rockland Trust Co | 10,380 | $2.16M | 0.15% | −3,377−24.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 10,364 | $2.15M | 0.02% | −16,109−60.9% | Reduced |
| Monarch Capital Management Inc | 10,196 | $2.12M | 0.61% | −13−0.1% | Reduced |
| Edmp, Inc. | 10,183 | $2.12M | 2.22% | −443−4.2% | Reduced |
| BBVA USA | 10,082 | $2.10M | 0.12% | +10,082 | New |
| True North Advisors, LLC | 10,070 | $2.09M | 0.44% | +30+0.3% | Added |
| Royal Fund Management, LLC | 10,054 | $2.09M | 0.35% | −24,470−70.9% | Reduced |
| Pegasus Partners Ltd. | 10,050 | $2.09M | 0.41% | −3,580−26.3% | Reduced |
| Access Financial Services, Inc. | 10,047 | $2.09M | 0.97% | −3,526−26.0% | Reduced |
| Ieq Capital, LLC | 10,036 | $2.09M | 0.06% | +3,912+63.9% | Added |
| Ameritas Investment Partners, Inc. | 10,033 | $2.09M | 0.07% | −77−0.8% | Reduced |
| Old National Bancorp | 10,016 | $2.08M | 0.08% | −88−0.9% | Reduced |
| BKD Wealth Advisors, LLC | 10,009 | $2.08M | 0.10% | −287−2.8% | Reduced |
| Gabelli Funds LLC | 10,000 | $2.08M | 0.01% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 10,000 | $2.08M | 0.27% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 9,996 | $2.08M | 0.30% | +474+5.0% | Added |
| Aberdeen Wealth Management LLC | 9,964 | $2.07M | 1.91% | +10.0% | Added |
| Convergence Investment Partners, LLC | 9,893 | $2.06M | 0.88% | −212−2.1% | Reduced |
| Zions Bancorporation, N.A. | 9,812 | $2.04M | 0.20% | +2,299+30.6% | Added |
| Chicago Trust Co NA | 9,787 | $2.04M | 0.48% | +8,535+681.7% | Added |
| Kovitz Investment Group Partners, LLC | 9,778 | $2.03M | 0.04% | +118+1.2% | Added |
| Point72 Hong Kong Ltd | 9,757 | $2.03M | 0.14% | +9,757 | New |
| Moneywise, Inc. | 9,713 | $2.02M | 1.38% | 00.0% | Unchanged |
| Cypress Capital, LLC | 9,656 | $2.01M | 1.96% | +903+10.3% | Added |
| Werlinich Asset Management, LLC | 9,645 | $2.01M | 1.62% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 9,616 | $2.00M | 1.31% | −104−1.1% | Reduced |
| Modus Advisors, LLC | 9,589 | $1.99M | 0.84% | −104−1.1% | Reduced |
| Hodges Capital Management Inc. | 9,543 | $1.99M | 0.22% | −3,044−24.2% | Reduced |
| ForthRight Wealth Management, LLC | 9,542 | $1.98M | 1.26% | −292−3.0% | Reduced |
| ExodusPoint Capital Management, LP | 9,501 | $1.98M | 0.03% | +9,501 | New |
| Range Financial Group LLC | 9,438 | $1.96M | 1.45% | +159+1.7% | Added |
| Cunning Capital Partners, LP | 9,400 | $1.96M | 1.05% | 00.0% | Unchanged |
| Financial Architects, Inc | 9,399 | $1.96M | 0.28% | +30.0% | Added |
| IFP Advisors, Inc | 9,433 | $1.95M | 0.04% | −18−0.2% | Reduced |
| Quantbot Technologies LP | 9,329 | $1.94M | 0.15% | +9,329 | New |
| Pacific Global Investment Management CO | 9,295 | $1.93M | 0.38% | +8+0.1% | Added |
| Coastline Trust Co | 9,290 | $1.93M | 0.24% | −335−3.5% | Reduced |
| Financial Consulate, Inc | 9,270 | $1.93M | 0.69% | −216−2.3% | Reduced |
| Financial Consulate Inc. | 9,270 | $1.93M | 0.69% | +9,270 | New |
| Dynamic Advisor Solutions LLC | 9,254 | $1.93M | 0.15% | +1,942+26.6% | Added |
| Ashton Thomas Private Wealth, LLC | 9,229 | $1.92M | 0.29% | −30−0.3% | Reduced |
| Moloney Securities Asset Management, LLC | 9,224 | $1.92M | 0.35% | −849−8.4% | Reduced |
| Dean Investment Associates, LLC | 9,187 | $1.91M | 0.35% | −5,363−36.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 9,128 | $1.90M | 1.02% | +551+6.4% | Added |
| Taylor Hoffman Wealth Management | 9,108 | $1.89M | 0.82% | −1,642−15.3% | Reduced |
| Pendal Group Limited | 9,103 | $1.89M | 0.02% | +2,834+45.2% | Added |
| Williams Jones Wealth Management, LLC. | 9,098 | $1.89M | 0.03% | +687+8.2% | Added |
| Tokio Marine Asset Management Co Ltd | 9,069 | $1.89M | 0.17% | +270+3.1% | Added |
| Resources Investment Advisors, LLC. | 9,064 | $1.89M | 0.08% | +62+0.7% | Added |
| CPWM, LLC | 9,046 | $1.88M | 0.14% | +35+0.4% | Added |
| Schnieders Capital Management LLC | 8,985 | $1.87M | 0.51% | +760+9.2% | Added |
| MD Financial Management Inc. | 8,988 | $1.87M | 0.05% | +2,346+35.3% | Added |
| Keeler Thomas Management LLC | 8,976 | $1.87M | 0.91% | 00.0% | Unchanged |
| Vivid Financial Management, Inc. | 8,962 | $1.86M | 0.77% | −211−2.3% | Reduced |
| Gratus Capital LLC | 8,958 | $1.86M | 0.21% | −402−4.3% | Reduced |
| Keystone Financial Group | 8,867 | $1.84M | 0.33% | −93−1.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,798 | $1.83M | 0.67% | +31+0.4% | Added |
| Ossiam | 9,527 | $1.82M | 0.05% | −3,652−27.7% | Reduced |
| Security National Trust Co | 8,720 | $1.81M | 0.40% | −215−2.4% | Reduced |