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 |
|---|---|---|---|---|---|
| Harbour Capital Advisors, LLC | 3,009 | $626.0K | 0.17% | −1,300−30.2% | Reduced |
| BFT Financial Group, LLC | 3,007 | $625.0K | 0.13% | −80−2.6% | Reduced |
| Montecito Bank & Trust | 3,003 | $625.0K | 0.12% | +245+8.9% | Added |
| Mogy Joel R Investment Counsel Inc | 3,000 | $624.0K | 0.05% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 3,002 | $624.0K | 0.07% | +6+0.2% | Added |
| RFG Advisory, LLC | 2,990 | $622.0K | 0.06% | −1,336−30.9% | Reduced |
| Bank Ozk | 2,992 | $622.0K | 0.28% | −400−11.8% | Reduced |
| Bailard, Inc. | 2,991 | $622.0K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 2,975 | $619.0K | 0.15% | −500−14.4% | Reduced |
| AMJ Financial Wealth Management | 2,974 | $619.0K | 0.27% | −99−3.2% | Reduced |
| Jeppson Wealth Management, LLC | 2,977 | $619.0K | 0.34% | −10−0.3% | Reduced |
| Chicago Partners Investment Group LLC | 2,949 | $619.0K | 0.05% | +225+8.3% | Added |
| Cascadia Advisory Services, LLC | 2,967 | $617.0K | 0.13% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,966 | $617.0K | 0.04% | +592+24.9% | Added |
| Ritholtz Wealth Management | 2,948 | $613.0K | 0.04% | −176−5.6% | Reduced |
| EPG Wealth Management LLC | 2,944 | $612.0K | 0.26% | +53+1.8% | Added |
| Formidable Asset Management, LLC | 2,890 | $608.0K | 0.13% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,923 | $608.0K | 0.17% | +610+26.4% | Added |
| Davidson Trust Co | 2,917 | $607.0K | 0.47% | −245−7.7% | Reduced |
| Corrigan Financial, Inc. | 2,917 | $606.6K | 0.19% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 2,913 | $606.0K | 0.02% | +10.0% | Added |
| Procyon Private Wealth Partners, LLC | 2,907 | $605.0K | 0.16% | +623+27.3% | Added |
| Choice Wealth Advisors, LLC | 2,896 | $602.0K | 0.43% | +8+0.3% | Added |
| Tarbox Family Office, Inc. | 2,884 | $600.0K | 0.11% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 2,870 | $597.0K | 0.07% | +10.0% | Added |
| Boston Family Office LLC | 2,862 | $595.0K | 0.04% | −136−4.5% | Reduced |
| Ausdal Financial Partners, Inc. | 2,829 | $588.0K | 0.09% | −91−3.1% | Reduced |
| MidWestOne Financial Group, Inc. | 2,821 | $587.0K | 0.14% | +1,096+63.5% | Added |
| Texas Capital Bancshares Inc | 2,813 | $585.0K | 0.42% | −69−2.4% | Reduced |
| Alliance Wealth Advisors, LLC | 2,809 | $584.0K | 0.53% | −24−0.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,800 | $582.0K | 0.05% | −400−12.5% | Reduced |
| Weatherly Asset Management L. P. | 2,799 | $582.0K | 0.07% | −100−3.4% | Reduced |
| RDA Financial Network | 2,798 | $582.0K | 0.26% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 2,800 | $582.0K | 0.74% | +2,800 | New |
| Roberts Glore & Co Inc | 2,795 | $581.0K | 0.17% | −417−13.0% | Reduced |
| Two Sigma Securities, LLC | 2,796 | $581.0K | 0.15% | −18−0.6% | Reduced |
| Wolverine Trading, LLC | 2,786 | $578.0K | 0.02% | +2,786 | New |
| Concord Wealth Partners | 2,773 | $577.0K | 0.17% | −257−8.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,764 | $575.0K | 0.32% | −143−4.9% | Reduced |
| Cohen & Steers, Inc. | 2,766 | $575.0K | 0.00% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 2,764 | $575.0K | 0.33% | +113+4.3% | Added |
| Detalus Advisors, LLC | 2,761 | $574.0K | 0.31% | −2,045−42.6% | Reduced |
| Quantamental Technologies LLC | 2,762 | $574.0K | 0.51% | +2,762 | New |
| Aurora Private Wealth, Inc. | 2,755 | $573.0K | 0.23% | −200−6.8% | Reduced |
| Nations Financial Group Inc, | 2,747 | $571.0K | 0.10% | +17+0.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,740 | $570.0K | 0.03% | −265−8.8% | Reduced |
| Cribstone Capital Management, LLC | 2,739 | $570.0K | 0.35% | +25+0.9% | Added |
| Weaver Consulting Group | 2,741 | $570.0K | 0.32% | +227+9.0% | Added |
| GW Henssler & Associates Ltd | 2,736 | $569.0K | 0.04% | +447+19.5% | Added |
| NovaPoint Capital, LLC | 2,716 | $565.0K | 0.23% | −500−15.5% | Reduced |
| blooom, inc. | 2,745 | $563.0K | 0.42% | −45−1.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,708 | $563.0K | 0.13% | +9+0.3% | Added |
| CoreFirst Bank & Trust | 2,688 | $559.0K | 0.38% | 00.0% | Unchanged |
| Highland Private Wealth Management | 2,690 | $559.0K | 0.08% | +201+8.1% | Added |
| Calamos Wealth Management LLC | 2,672 | $556.0K | 0.04% | +253+10.5% | Added |
| Avidian Wealth Solutions, LLC | 2,670 | $555.0K | 0.04% | +500+23.0% | Added |
| Lake Street Advisors Group, LLC | 2,853 | $553.0K | 0.04% | −55−1.9% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 2,653 | $552.0K | 0.17% | +196+8.0% | Added |
| First Nebraska Trust Co | 2,641 | $549.2K | 0.07% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 2,640 | $549.0K | 0.14% | +130+5.2% | Added |
| Beaumont Financial Partners, LLC | 2,639 | $549.0K | 0.04% | +264+11.1% | Added |
| 180 Wealth Advisors, LLC | 2,875 | $548.0K | 0.13% | −1,010−26.0% | Reduced |
| Cabot Wealth Management Inc | 2,633 | $548.0K | 0.07% | −183−6.5% | Reduced |
| Demars Financial Group, LLC | 2,620 | $545.0K | 0.33% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 2,620 | $545.0K | 0.06% | +127+5.1% | Added |
| Sun Life Financial INC | 2,604 | $542.0K | 0.03% | −701−21.2% | Reduced |
| Wellington Shields & Co., LLC | 2,605 | $542.0K | 0.18% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,607 | $542.0K | 0.01% | +828+46.5% | Added |
| Peavine Capital, LLC | 2,600 | $541.0K | 0.11% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,600 | $540.0K | 0.09% | +1,642+171.4% | Added |
| Summit Financial, LLC | 2,594 | $539.5K | 0.05% | +2,594 | New |
| Flagship Harbor Advisors, LLC | 2,586 | $538.0K | 0.06% | −456−15.0% | Reduced |
| RB Capital Management, LLC | 2,582 | $537.0K | 0.21% | −88−3.3% | Reduced |
| Univest Financial Corp | 2,576 | $536.0K | 0.15% | −419−14.0% | Reduced |
| Wharton Business Group, LLC | 2,573 | $535.0K | 0.04% | +1,170+83.4% | Added |
| Accel Wealth Management | 2,563 | $533.0K | 0.35% | −42−1.6% | Reduced |
| Cannon Financial Strategists, Inc. | 2,561 | $532.6K | 0.21% | −70−2.7% | Reduced |
| Delta Financial Advisors LLC | 2,553 | $531.0K | 0.23% | −26−1.0% | Reduced |
| Shufro Rose & Co LLC | 2,550 | $530.0K | 0.04% | −75−2.9% | Reduced |
| N.E.W. Advisory Services LLC | 2,549 | $527.0K | 0.09% | +3+0.1% | Added |
| Cadence Bank NA | 2,537 | $527.0K | 0.16% | +125+5.2% | Added |
| Altus Wealth Group LLC | 2,527 | $526.0K | 0.51% | −5−0.2% | Reduced |
| TRUE Private Wealth Advisors | 2,521 | $524.0K | 0.08% | −2,351−48.3% | Reduced |
| Pacitti Group Inc. | 2,500 | $520.0K | 0.31% | −40−1.6% | Reduced |
| Bluesphere Advisors, LLC | 2,499 | $520.0K | 0.46% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 2,500 | $520.0K | 0.21% | +100+4.2% | Added |
| Chase Investment Counsel Corp | 2,494 | $518.0K | 0.21% | −83−3.2% | Reduced |
| Capula Management Ltd | 2,492 | $518.0K | 0.09% | +2,492 | New |
| 360 Financial, Inc. | 2,465 | $513.0K | 0.27% | +47+1.9% | Added |
| DF Dent & Co Inc | 2,461 | $512.0K | 0.01% | 00.0% | Unchanged |
| Nachman Norwood & Parrott, Inc | 2,453 | $510.0K | 0.05% | −31−1.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,447 | $509.0K | 0.22% | +505+26.0% | Added |
| Newman Dignan & Sheerar, Inc. | 2,446 | $509.0K | 0.17% | +717+41.5% | Added |
| Apollon Wealth Management, LLC | 2,437 | $507.0K | 0.09% | +110+4.7% | Added |
| Childress Capital Advisors, LLC | 2,429 | $505.0K | 0.23% | −750−23.6% | Reduced |
| Braun-Bostich & Associates Inc. | 2,429 | $505.0K | 0.92% | −2−0.1% | Reduced |
| SignalPoint Asset Management, LLC | 2,421 | $504.0K | 0.16% | +25+1.0% | Added |
| Proficio Capital Partners LLC | 2,417 | $503.0K | 0.06% | −230−8.7% | Reduced |
| Joel Isaacson & Co., LLC | 2,414 | $502.0K | 0.04% | +188+8.4% | Added |
| Barber Financial Group, Inc. | 2,403 | $500.0K | 0.07% | +2,403 | New |