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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 6,838 | $1.42M | 0.17% | +26+0.4% | Added |
| Montag A & Associates Inc | 6,805 | $1.42M | 0.08% | 00.0% | Unchanged |
| StoneX Group Inc. | 6,791 | $1.41M | 0.21% | +645+10.5% | Added |
| Diversified Trust Co | 6,785 | $1.41M | 0.05% | +2,672+65.0% | Added |
| Engineers Gate Manager LP | 6,767 | $1.41M | 0.09% | +6,767 | New |
| Voya Financial Advisors, Inc. | 6,730 | $1.40M | 0.18% | −33,730−83.4% | Reduced |
| Banco Santander, S.A. | 6,704 | $1.40M | 0.01% | −2,989−30.8% | Reduced |
| Northstar Group, Inc. | 6,711 | $1.40M | 0.37% | −147−2.1% | Reduced |
| Traynor Capital Management, Inc. | 6,583 | $1.39M | 0.19% | +356+5.7% | Added |
| Corsicana & Co. | 6,691 | $1.39M | 0.88% | +6,691 | New |
| Bollard Group LLC | 6,678 | $1.39M | 0.04% | +32+0.5% | Added |
| Checchi Capital Advisers, LLC | 6,649 | $1.38M | 0.17% | −108−1.6% | Reduced |
| Sawtooth Solutions, LLC | 6,649 | $1.38M | 0.27% | +2,367+55.3% | Added |
| Darwin Advisors, LLC | 6,645 | $1.38M | 0.22% | +71+1.1% | Added |
| Nixon Peabody Trust Co | 6,575 | $1.37M | 0.53% | −50−0.8% | Reduced |
| Capital Asset Advisory Services LLC | 6,564 | $1.36M | 0.15% | +233+3.7% | Added |
| Cornerstone Capital, Inc. | 6,503 | $1.35M | 0.15% | −219−3.3% | Reduced |
| TFG Advisers LLC | 6,468 | $1.34M | 0.65% | +185+2.9% | Added |
| Bank of Hawaii | 6,458 | $1.34M | 0.08% | −815−11.2% | Reduced |
| Brown Capital Management LLC | 6,434 | $1.34M | 0.01% | −50−0.8% | Reduced |
| First Dallas Securities Inc. | 6,416 | $1.33M | 0.87% | +1,366+27.0% | Added |
| Lavaca Capital LLC | 6,389 | $1.33M | 0.69% | −847−11.7% | Reduced |
| Vident Investment Advisory, LLC | 6,333 | $1.32M | 0.04% | +188+3.1% | Added |
| Pettyjohn, Wood & White, Inc | 6,319 | $1.31M | 0.29% | −618−8.9% | Reduced |
| Founders Financial Alliance, LLC | 6,288 | $1.31M | 0.60% | +128+2.1% | 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 |
| Abbrea Capital, LLC | 6,283 | $1.31M | 0.20% | +85+1.4% | Added |
| Equitable Holdings, Inc. | 6,263 | $1.30M | 0.02% | −176−2.7% | Reduced |
| Private Portfolio Partners LLC | 6,254 | $1.30M | 0.38% | +67+1.1% | Added |
| Belpointe Asset Management LLC | 6,240 | $1.30M | 0.09% | +2,330+59.6% | Added |
| IHT Wealth Management, LLC | 6,233 | $1.30M | 0.08% | +486+8.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 6,225 | $1.29M | 0.07% | +2,091+50.6% | Added |
| Rothschild Investment Corp | 6,212 | $1.29M | 0.10% | −66−1.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,202 | $1.29M | 0.21% | +1,199+24.0% | Added |
| Berkshire Asset Management LLC | 6,156 | $1.28M | 0.09% | −21−0.3% | 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 |
| Founders Financial Securities LLC | 6,129 | $1.27M | 0.25% | −74−1.2% | Reduced |
| Caldwell Trust Co | 6,088 | $1.27M | 0.17% | +732+13.7% | Added |
| Meitav Dash Investments Ltd | 6,085 | $1.26M | 0.03% | +500+9.0% | Added |
| 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 |
| Game Creek Capital, LP | 6,000 | $1.25M | 0.67% | −2,625−30.4% | Reduced |
| Jag Capital Management, LLC | 5,969 | $1.24M | 0.10% | +84+1.4% | Added |
| 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 |
| Redmond Asset Management, LLC | 5,956 | $1.24M | 0.36% | −809−12.0% | Reduced |
| NBT Bank N A | 5,950 | $1.24M | 0.17% | −10−0.2% | Reduced |
| Northeast Financial Consultants Inc | 5,935 | $1.23M | 0.08% | −35,195−85.6% | Reduced |
| Johnson Investment Counsel Inc | 5,920 | $1.23M | 0.02% | +95+1.6% | Added |
| Probity Advisors, Inc. | 5,871 | $1.22M | 0.26% | −240−3.9% | Reduced |
| Gleason Group, Inc. | 5,863 | $1.22M | 0.44% | +50+0.9% | Added |
| Private Trust Co NA | 5,852 | $1.22M | 0.18% | +154+2.7% | Added |
| Regent Investment Management LLC | 5,805 | $1.21M | 0.28% | −135−2.3% | Reduced |
| Intellectus Partners, LLC | 5,791 | $1.20M | 0.27% | −257−4.2% | Reduced |
| Davidson Capital Management Inc. | 5,786 | $1.20M | 0.58% | −1,222−17.4% | 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 |
| Triangle Securities Wealth Management | 5,724 | $1.19M | 0.40% | −625−9.8% | Reduced |
| Penserra Capital Management LLC | 5,720 | $1.19M | 0.02% | +3,931+219.7% | Added |
| Krane Funds Advisors LLC | 5,697 | $1.19M | 0.04% | +354+6.6% | Added |
| Legacy Wealth Asset Management, LLC | 5,682 | $1.18M | 0.53% | +15+0.3% | Added |
| Wintrust Investments LLC | 5,677 | $1.18M | 0.12% | +5,677 | New |
| Loveless Wealth Management LLC | 5,675 | $1.18M | 0.72% | −55−1.0% | Reduced |
| Knuff & Co LLC | 5,648 | $1.18M | 0.44% | +561+11.0% | Added |
| Landscape Capital Management, L.L.C. | 5,640 | $1.17M | 0.14% | 00.0% | Unchanged |
| Citizens Business Bank | 5,625 | $1.17M | 0.15% | 00.0% | Unchanged |
| 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 |
| Solitude Financial Services | 5,600 | $1.17M | 0.85% | −800−12.5% | Reduced |
| Hellman Jordan Management Co Inc | 5,597 | $1.16M | 2.07% | −140−2.4% | Reduced |
| 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 |
| D.B. Root & Company, LLC | 5,542 | $1.15M | 0.43% | +142+2.6% | Added |
| Kovack Advisors, Inc. | 5,531 | $1.15M | 0.13% | +9+0.2% | Added |
| Harbor Investment Advisory, LLC | 5,484 | $1.14M | 0.15% | +144+2.7% | Added |
| FRG Family Wealth Advisors LLC | 5,481 | $1.14M | 0.22% | +140+2.6% | Added |
| Strategic Wealth Partners, Ltd. | 5,423 | $1.13M | 0.37% | −1,995−26.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 5,415 | $1.13M | 0.86% | −19−0.3% | Reduced |
| Colonial Trust Advisors | 5,405 | $1.12M | 0.14% | 00.0% | Unchanged |
| 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 |
| JT Stratford LLC | 5,384 | $1.12M | 0.36% | −57−1.0% | Reduced |
| Mountain Capital Investment Advisors, Inc | 5,275 | $1.12M | 0.52% | −716−12.0% | Reduced |
| MTM Investment Management, LLC | 5,375 | $1.12M | 0.59% | +10.0% | Added |
| Axiom Financial Strategies, LLC | 5,373 | $1.12M | 0.52% | +443+9.0% | Added |
| Clear Perspective Advisors, LLC | 5,323 | $1.11M | 0.38% | +42+0.8% | Added |
| Regal Investment Advisors LLC | 5,304 | $1.10M | 0.11% | +5,304 | New |
| 1st Source Bank | 5,252 | $1.09M | 0.07% | −104−1.9% | Reduced |
| 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 |
| Hyman Charles D | 5,238 | $1.09M | 0.08% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 5,220 | $1.09M | 0.87% | −1,250−19.3% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,204 | $1.08M | 0.27% | −98−1.8% | Reduced |
| Alaethes Wealth LLC | 5,197 | $1.08M | 0.83% | −5−0.1% | Reduced |
| Cypress Capital Group | 5,185 | $1.08M | 0.15% | −280−5.1% | Reduced |
| Argent Advisors, Inc. | 5,185 | $1.08M | 0.65% | +96+1.9% | Added |
| Mitchell Sinkler & Starr | 5,157 | $1.07M | 0.98% | −78−1.5% | Reduced |