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 |
|---|---|---|---|---|---|
| Wealth Alliance | 3,964 | $824.0K | 0.19% | +623+18.6% | 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 |
| Perigon Wealth Management, LLC | 3,948 | $821.0K | 0.07% | +237+6.4% | Added |
| Liberty Capital Management, Inc. | 3,930 | $817.0K | 0.25% | −100−2.5% | 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 |
| Terra Nova Asset Management LLC | 3,921 | $815.0K | 0.70% | −61−1.5% | Reduced |
| First Commonwealth Financial Corp | 3,912 | $814.0K | 0.29% | −305−7.2% | Reduced |
| Tocqueville Asset Management L.P. | 3,905 | $812.0K | 0.01% | −961−19.7% | Reduced |
| Sterling Financial Planning, Inc. | 3,897 | $811.0K | 0.53% | +3+0.1% | Added |
| 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 |
| Northwest Bancshares, Inc. | 3,853 | $801.0K | 0.18% | −19−0.5% | Reduced |
| Brightworth | 3,841 | $799.0K | 0.07% | +238+6.6% | Added |
| Liberty Wealth Management LLC | 3,819 | $794.0K | 0.31% | +1,253+48.8% | Added |
| Credential Qtrade Securities Inc. | 3,810 | $792.4K | 0.06% | +870+29.6% | Added |
| Burney Co | 3,809 | $792.0K | 0.04% | −28−0.7% | Reduced |
| Bangor Savings Bank | 3,776 | $786.0K | 0.09% | +104+2.8% | Added |
| Twinbeech Capital LP | 3,774 | $785.0K | 0.10% | +3,774 | New |
| Little House Capital LLC | 3,769 | $784.0K | 0.42% | +3,769 | New |
| Capital Analysts, LLC | 3,764 | $783.0K | 0.05% | −835−18.2% | Reduced |
| Founders Capital Management | 3,765 | $783.0K | 0.51% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 3,754 | $780.0K | 0.12% | +459+13.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,740 | $778.0K | 0.10% | +1,670+80.7% | Added |
| ERTS Wealth Advisors, LLC | 3,722 | $774.0K | 0.21% | −151−3.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,714 | $772.0K | 0.66% | −109−2.9% | Reduced |
| Pflug Koory, LLC | 3,708 | $771.0K | 0.40% | −145−3.8% | Reduced |
| Kingfisher Capital LLC | 3,699 | $769.0K | 0.20% | −93−2.5% | Reduced |
| Claro Advisors LLC | 3,685 | $766.0K | 0.34% | +31+0.8% | Added |
| Family Legacy, Inc. | 3,561 | $759.0K | 0.34% | −25−0.7% | Reduced |
| Corrado Advisors, LLC | 3,647 | $758.0K | 0.47% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 3,646 | $758.0K | 0.65% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 3,634 | $756.0K | 0.12% | −750−17.1% | Reduced |
| Busey Wealth Management | 3,625 | $753.0K | 0.04% | +164+4.7% | Added |
| Eqis Capital Management, Inc. | 3,592 | $747.0K | 0.06% | −483−11.9% | Reduced |
| Savant Capital, LLC | 3,588 | $746.0K | 0.03% | +21+0.6% | Added |
| Patten Group, Inc. | 3,557 | $740.0K | 0.22% | +10+0.3% | Added |
| PRW Wealth Management LLC | 3,557 | $740.0K | 0.22% | +3,557 | New |
| SFMG, LLC | 3,552 | $739.0K | 0.08% | −330−8.5% | Reduced |
| Wealthsource Partners, LLC | 3,550 | $738.0K | 0.07% | +1,392+64.5% | Added |
| Douglas Lane & Associates, LLC | 3,533 | $735.0K | 0.01% | +19+0.5% | Added |
| ETF Managers Group, LLC | 3,534 | $734.0K | 0.01% | +3,534 | New |
| Fiduciary Group LLC | 3,840 | $733.0K | 0.08% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,525 | $733.0K | 0.65% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 3,510 | $730.0K | 0.14% | −250−6.6% | Reduced |
| Profit Investment Management, LLC | 3,513 | $730.0K | 0.39% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 3,505 | $729.0K | 0.24% | +36+1.0% | Added |
| Capital One Financial Corp | 3,501 | $728.0K | 0.09% | +169+5.1% | Added |
| Stableford Capital II LLC | 3,495 | $727.0K | 0.35% | −348−9.1% | Reduced |
| Proequities, Inc. | 3,485 | $725.0K | 0.05% | −50−1.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,481 | $724.0K | 0.12% | −165−4.5% | Reduced |
| Salvus Wealth Management, LLC | 3,434 | $722.0K | 0.61% | +82+2.4% | Added |
| Lumature Wealth Partners, LLC | 3,468 | $721.0K | 0.30% | +245+7.6% | Added |
| IFG Advisors, LLC | 3,453 | $718.0K | 0.34% | +17+0.5% | Added |
| Heritage Wealth Advisors | 3,449 | $717.4K | 0.04% | 00.0% | Unchanged |
| Maryland Capital Management | 3,439 | $715.0K | 0.04% | +169+5.2% | Added |
| Rehmann Capital Advisory Group | 3,436 | $714.6K | 0.07% | +72+2.1% | Added |
| Center for Financial Planning, Inc. | 3,434 | $714.0K | 0.18% | +627+22.3% | Added |
| Valley National Advisers Inc | 3,422 | $712.0K | 0.13% | −78−2.2% | Reduced |
| Roble, Belko & Company, Inc | 3,424 | $712.0K | 0.16% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 3,420 | $711.0K | 0.10% | +107+3.2% | Added |
| McGuire Investment Group, LLC | 3,410 | $709.0K | 0.13% | −462−11.9% | Reduced |
| Evoke Wealth, LLC | 3,409 | $709.0K | 0.03% | +99+3.0% | Added |
| Cornerstone Wealth Group, LLC | 3,340 | $706.0K | 0.14% | +71+2.2% | Added |
| De Burlo Group Inc | 3,389 | $704.0K | 0.11% | 00.0% | Unchanged |
| McAdam, LLC | 3,663 | $703.0K | 0.08% | +4+0.1% | Added |
| Montis Financial, LLC | 3,360 | $699.0K | 0.58% | 00.0% | Unchanged |
| Exane Derivatives | 3,290 | $695.1K | 0.16% | −532−13.9% | Reduced |
| Summit Asset Management, LLC | 3,344 | $695.0K | 0.22% | +10.0% | Added |
| Successful Portfolios LLC | 3,339 | $694.0K | 0.42% | +10+0.3% | Added |
| Brewin Dolphin Wealth Management Ltd | 3,330 | $692.5K | 0.08% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 3,330 | $692.0K | 0.07% | −7,580−69.5% | Reduced |
| Teza Capital Management LLC | 3,318 | $690.0K | 0.11% | +3,318 | New |
| Balentine LLC | 3,305 | $687.0K | 0.03% | −459−12.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,301 | $686.0K | 0.19% | −123−3.6% | Reduced |
| Landmark Financial Advisors, LLC | 3,292 | $685.0K | 0.33% | +50+1.5% | Added |
| DeDora Capital, Inc. | 3,288 | $684.0K | 0.30% | +93+2.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,278 | $681.0K | 0.07% | +600+22.4% | Added |
| Redhawk Wealth Advisors, Inc. | 3,240 | $674.0K | 0.15% | 00.0% | Unchanged |
| Fma Advisory Inc | 3,228 | $671.0K | 0.25% | +5+0.2% | Added |
| Assetmark, Inc | 3,190 | $663.0K | 0.00% | −383−10.7% | Reduced |
| King Wealth | 3,181 | $661.0K | 0.14% | −275−8.0% | Reduced |
| MA Private Wealth | 3,177 | $661.0K | 0.13% | +8+0.3% | Added |
| Erste Asset Management GmbH | 3,175 | $659.2K | 0.01% | +2,492+364.9% | Added |
| Summit X, LLC | 3,135 | $656.0K | 0.17% | +45+1.5% | Added |
| Quest Capital Management Inc | 3,149 | $655.0K | 0.13% | −167−5.0% | Reduced |
| Parkside Financial Bank & Trust | 3,126 | $650.0K | 0.19% | −3−0.1% | Reduced |
| Cornerstone Advisory, LLC | 3,118 | $649.0K | 0.11% | +195+6.7% | Added |
| Sargent Investment Group, LLC | 3,117 | $648.0K | 0.15% | +39+1.3% | Added |
| E&G Advisors, LP | 0 | $647.0K | 0.18% | −3,112−100.0% | Reduced |
| Mission Wealth Management, LP | 3,105 | $646.0K | 0.03% | −12−0.4% | Reduced |
| First Horizon Advisors, Inc. | 3,110 | $645.0K | 0.03% | +60+2.0% | Added |
| Greenwich Wealth Management LLC | 3,101 | $645.0K | 0.06% | +3,101 | New |
| Menard Financial Group LLC | 3,096 | $644.0K | 0.61% | +55+1.8% | Added |
| Field & Main Bank | 3,070 | $638.0K | 0.41% | +20+0.7% | Added |
| Quadrant Capital Group LLC | 3,068 | $638.0K | 0.09% | +264+9.4% | Added |
| Nicolet Bankshares Inc | 3,035 | $631.0K | 0.17% | +30+1.0% | Added |
| Octavia Wealth Advisors, LLC | 3,032 | $631.0K | 0.17% | +228+8.1% | Added |
| Essex Savings Bank | 2,939 | $630.0K | 0.24% | −106−3.5% | Reduced |