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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 8,682 | $1.81M | 0.11% | −406−4.5% | Reduced |
| Integrated Wealth Concepts LLC | 8,680 | $1.80M | 0.06% | +21+0.2% | Added |
| First Mercantile Trust Co | 8,681 | $1.80M | 0.21% | +1,966+29.3% | Added |
| SOA Wealth Advisors, LLC. | 8,635 | $1.79M | 0.46% | 00.0% | Unchanged |
| United Bank | 8,619 | $1.79M | 0.24% | +80+0.9% | Added |
| Hohimer Wealth Management, LLC | 8,608 | $1.79M | 0.37% | +8,608 | New |
| Alpha Omega Wealth Management LLC | 8,599 | $1.79M | 0.29% | −228−2.6% | Reduced |
| Amica Retiree Medical Trust | 8,574 | $1.78M | 1.13% | +2,325+37.2% | Added |
| Nwam LLC | 8,544 | $1.78M | 0.16% | −13−0.2% | Reduced |
| Bank Hapoalim BM | 8,504 | $1.77M | 0.20% | −2,359−21.7% | Reduced |
| Bragg Financial Advisors, Inc | 8,490 | $1.77M | 0.11% | +4,290+102.1% | Added |
| Balyasny Asset Management LLC | 8,479 | $1.76M | 0.01% | −317,309−97.4% | Reduced |
| Clearstead Advisors, LLC | 8,476 | $1.76M | 0.14% | +523+6.6% | Added |
| Wolff Wiese Magana LLC | 8,456 | $1.76M | 1.25% | −1,345−13.7% | Reduced |
| Meridian Wealth Management, LLC | 8,443 | $1.76M | 0.22% | −473−5.3% | Reduced |
| First United Bank Trust | 8,441 | $1.75M | 0.73% | −444−5.0% | Reduced |
| Virtue Capital Management, LLC | 8,417 | $1.75M | 0.35% | +155+1.9% | Added |
| Independent Financial Group, LLC | 8,416 | $1.75M | 0.19% | +1,931+29.8% | Added |
| Hancock Whitney Corp | 8,413 | $1.75M | 0.06% | −315−3.6% | Reduced |
| Donoghue Forlines LLC | 8,412 | $1.75M | 0.33% | +8,412 | New |
| Empirical Finance, LLC | 8,398 | $1.75M | 0.28% | +1,258+17.6% | Added |
| HawsGoodwin Investment Management LLC | 8,296 | $1.73M | 0.53% | −487−5.5% | Reduced |
| Standard Family Office LLC | 8,265 | $1.72M | 0.36% | +408+5.2% | Added |
| Skba Capital Management LLC | 8,220 | $1.71M | 0.33% | −33,800−80.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 8,200 | $1.71M | 0.02% | +8,200 | New |
| SRB Corp | 8,199 | $1.71M | 0.11% | +8,199 | New |
| Financial Advocates Investment Management | 8,098 | $1.68M | 0.12% | −301−3.6% | Reduced |
| Spears Abacus Advisors LLC | 8,086 | $1.68M | 0.12% | 00.0% | Unchanged |
| Castellan Group, LLC | 8,075 | $1.68M | 0.70% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 8,070 | $1.68M | 0.27% | +73+0.9% | Added |
| Steel Canyon Capital, LLC | 8,070 | $1.68M | 1.34% | +8,070 | New |
| Shepherd Kaplan Krochuk, LLC | 8,056 | $1.68M | 0.60% | −1,842−18.6% | Reduced |
| Bigelow Investment Advisors, LLC | 8,047 | $1.67M | 0.81% | +259+3.3% | Added |
| Paloma Partners Management Co | 8,006 | $1.67M | 0.04% | +8,006 | New |
| Baldwin Brothers Inc | 8,002 | $1.66M | 0.18% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.66M | 0.54% | 00.0% | Unchanged |
| Fiduciary Trust Co | 7,973 | $1.66M | 0.03% | +2,021+34.0% | Added |
| Highland Capital Management, LLC | 7,903 | $1.64M | 0.10% | −48−0.6% | Reduced |
| Constitution Capital LLC | 7,885 | $1.64M | 1.00% | +500+6.8% | Added |
| Chatham Capital Group, Inc. | 7,865 | $1.64M | 0.32% | +400+5.4% | Added |
| Lincoln Capital LLC | 7,855 | $1.63M | 0.46% | −15−0.2% | Reduced |
| Aevitas Wealth Management, Inc. | 7,856 | $1.63M | 1.04% | +11+0.1% | Added |
| SevenBridge Financial Group, LLC | 7,859 | $1.63M | 0.53% | +181+2.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,855 | $1.63M | 0.10% | +437+5.9% | Added |
| Claybrook Capital, LLC | 7,859 | $1.63M | 0.53% | +7,859 | New |
| Burleson & Company, LLC | 7,849 | $1.63M | 0.24% | 00.0% | Unchanged |
| JBJ Investment Partners, LLC | 7,781 | $1.62M | 0.33% | −677−8.0% | Reduced |
| Duff & Phelps Investment Management Co | 7,770 | $1.62M | 0.02% | −560−6.7% | Reduced |
| Sentry Investment Management LLC | 7,763 | $1.61M | 0.41% | +731+10.4% | Added |
| Rossmore Private Capital | 7,719 | $1.60M | 0.27% | −3,192−29.3% | Reduced |
| Central Bank & Trust Co | 7,710 | $1.60M | 0.26% | +620+8.7% | Added |
| Centaurus Financial, Inc. | 7,702 | $1.60M | 0.13% | +1,470+23.6% | Added |
| Arjuna Capital | 7,670 | $1.59M | 0.69% | +2,146+38.8% | Added |
| Guardian Capital Advisors LP | 7,535 | $1.59M | 0.16% | −420−5.3% | Reduced |
| AIA Group Ltd | 7,542 | $1.59M | 0.11% | −348−4.4% | Reduced |
| Tradewinds Capital Management, LLC | 7,626 | $1.59M | 0.29% | −30−0.4% | Reduced |
| Payden & Rygel | 7,600 | $1.58M | 0.08% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 7,544 | $1.57M | 0.37% | −651−7.9% | Reduced |
| AXS Investments LLC | 7,523 | $1.56M | 0.48% | +348+4.9% | Added |
| Soltis Investment Advisors LLC | 7,517 | $1.56M | 0.25% | −1,653−18.0% | Reduced |
| Thrive Capital Management, LLC | 7,501 | $1.56M | 1.21% | +2,028+37.1% | Added |
| WT Wealth Management | 7,469 | $1.55M | 0.63% | −771−9.4% | Reduced |
| Patton Albertson Miller Group, LLC | 7,435 | $1.55M | 0.35% | −285−3.7% | Reduced |
| Cardan Capital Partners, LLC | 7,416 | $1.54M | 0.17% | −255−3.3% | Reduced |
| SNS Financial Group, LLC | 7,383 | $1.53M | 0.20% | −2,108−22.2% | Reduced |
| Ingalls & Snyder LLC | 7,381 | $1.53M | 0.07% | +309+4.4% | Added |
| Greenleaf Trust | 7,381 | $1.53M | 0.02% | +492+7.1% | Added |
| AIMZ Investment Advisors, LLC | 7,375 | $1.53M | 0.69% | 00.0% | Unchanged |
| Clayton Partners LLC | 7,372 | $1.53M | 1.31% | +95+1.3% | Added |
| Eldridge Investment Advisors, Inc. | 7,353 | $1.53M | 0.55% | +20.0% | Added |
| Mid Atlantic Financial Management Inc | 7,288 | $1.52M | 0.10% | +87+1.2% | Added |
| Hexagon Capital Partners LLC | 7,259 | $1.51M | 0.42% | +730+11.2% | Added |
| IMS Capital Management | 7,230 | $1.50M | 0.89% | +507+7.5% | Added |
| International Assets Investment Management, LLC | 7,220 | $1.50M | 0.28% | −192,265−96.4% | Reduced |
| Balasa Dinverno & Foltz LLC | 7,221 | $1.50M | 0.11% | +3,350+86.5% | Added |
| Csenge Advisory Group | 7,129 | $1.50M | 0.13% | +3,176+80.3% | Added |
| Azzad Asset Management Inc | 7,193 | $1.50M | 0.22% | +7,193 | New |
| Global Retirement Partners, LLC | 7,189 | $1.50M | 0.15% | +2,215+44.5% | Added |
| Adams Chetwood Wealth Management LLC | 7,151 | $1.49M | 1.05% | −775−9.8% | Reduced |
| Washburn Capital Management, Inc. | 7,145 | $1.49M | 0.99% | −260−3.5% | Reduced |
| Parsons Capital Management Inc | 7,115 | $1.48M | 0.11% | +210+3.0% | Added |
| First Financial Bank - Trust Division | 7,089 | $1.48M | 0.16% | −660−8.5% | Reduced |
| ACG Wealth | 7,093 | $1.48M | 0.19% | −394−5.3% | Reduced |
| Diligent Investors, LLC | 7,091 | $1.48M | 0.50% | +59+0.8% | Added |
| Fort Pitt Capital Group, LLC | 7,075 | $1.47M | 0.06% | +7,075 | New |
| Symmetry Partners, LLC | 7,056 | $1.47M | 0.10% | −569−7.5% | Reduced |
| YorkBridge Wealth Partners, LLC | 7,039 | $1.46M | 0.38% | +25+0.4% | Added |
| Marino, Stram & Associates LLC | 7,039 | $1.46M | 0.38% | +2,585+58.0% | Added |
| Hartford Financial Management Inc. | 7,000 | $1.46M | 0.36% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 7,000 | $1.46M | 0.01% | +5,309+314.0% | Added |
| NEXT Financial Group, Inc | 6,989 | $1.45M | 0.12% | −55−0.8% | Reduced |
| Trust Co of Virginia | 6,962 | $1.45M | 0.16% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 6,937 | $1.44M | 0.61% | 00.0% | Unchanged |
| American National Bank | 6,914 | $1.44M | 0.31% | +812+13.3% | Added |
| CWM, LLC | 6,901 | $1.44M | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6,885 | $1.43M | 0.10% | −525−7.1% | Reduced |
| Meridian Financial Partners LLC | 6,738 | $1.43M | 0.98% | +129+2.0% | Added |
| Old Dominion Capital Management Inc | 6,887 | $1.43M | 0.31% | +71+1.0% | Added |
| Merit Financial Group, LLC | 6,871 | $1.43M | 0.13% | −194−2.7% | Reduced |
| Private Wealth Strategies, L.L.C. | 6,842 | $1.42M | 0.37% | +34+0.5% | Added |