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 |
|---|---|---|---|---|---|
| Advisors Capital Management, LLC | 2,398 | $499.0K | 0.02% | +481+25.1% | Added |
| Hayden Royal, LLC | 2,396 | $498.0K | 0.27% | −5−0.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,395 | $498.0K | 0.10% | +41+1.7% | Added |
| Versant Capital Management, Inc | 2,384 | $496.0K | 0.18% | −13−0.5% | Reduced |
| Ledyard National Bank | 2,376 | $495.0K | 0.05% | −25−1.0% | Reduced |
| Western Wealth Management, LLC | 2,390 | $495.0K | 0.05% | +2+0.1% | Added |
| Indiana Trust & Investment Management CO | 2,920 | $492.0K | 0.27% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,341 | $487.0K | 0.04% | −311−11.7% | Reduced |
| Arete Wealth Advisors, LLC | 2,672 | $483.0K | 0.07% | −155−5.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,316 | $482.0K | 0.04% | +641+38.3% | Added |
| Leisure Capital Management | 2,315 | $481.0K | 0.27% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,289 | $480.0K | 0.05% | +557+32.2% | Added |
| Engine No. 1 LLC | 2,307 | $480.0K | 0.13% | +2,307 | New |
| Red Wave Investments LLC | 2,297 | $478.0K | 0.18% | −38−1.6% | Reduced |
| Strategy Asset Managers LLC | 2,283 | $474.0K | 0.10% | +78+3.5% | Added |
| Regent Peak Wealth Advisors LLC | 2,473 | $473.0K | 0.13% | −328−11.7% | Reduced |
| Old Mission Investment Co LLC | 2,270 | $472.1K | 0.19% | −30−1.3% | Reduced |
| Sutton Wealth Advisors Inc. | 2,270 | $472.1K | 0.17% | 00.0% | Unchanged |
| Alexandria Capital, LLC | 2,270 | $472.0K | 0.04% | −50−2.2% | Reduced |
| Reitz Capital Advisors LLC | 2,267 | $471.0K | 0.33% | −225−9.0% | Reduced |
| NTV Asset Management LLC | 2,263 | $471.0K | 0.08% | +3+0.1% | Added |
| Crossvault Capital Management LLC | 2,450 | $469.0K | 0.14% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,255 | $469.0K | 0.17% | −18−0.8% | Reduced |
| Qtron Investments LLC | 2,255 | $469.0K | 0.12% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,250 | $468.0K | 0.10% | +263+13.2% | Added |
| Dearborn Partners LLC | 2,249 | $468.0K | 0.02% | +280+14.2% | Added |
| Baker Boyer National Bank | 2,536 | $463.0K | 0.23% | +2,536 | New |
| BLB&B Advisors, LLC | 2,210 | $460.0K | 0.03% | +355+19.1% | Added |
| First Citizens Bank & Trust Co | 2,197 | $457.0K | 0.02% | −69−3.0% | Reduced |
| Peoples Financial Services Corp. | 2,195 | $456.0K | 0.19% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,194 | $456.0K | 0.01% | +2,194 | New |
| West Family Investments, Inc. | 2,191 | $456.0K | 0.13% | +2,191 | New |
| Secure Asset Management, LLC | 2,185 | $454.0K | 0.23% | −81−3.6% | Reduced |
| Principal Street Partners, LLC | 2,178 | $453.0K | 0.12% | −2,176−50.0% | Reduced |
| Renasant Bank | 2,177 | $453.0K | 0.34% | +641+41.7% | Added |
| Baystate Wealth Management LLC | 2,169 | $451.0K | 0.04% | −89−3.9% | Reduced |
| Cobblestone Capital Advisors LLC | 2,168 | $451.0K | 0.03% | +9+0.4% | Added |
| Tradition Wealth Management, LLC | 2,163 | $450.0K | 0.07% | +6+0.3% | Added |
| McIlrath & Eck, LLC | 2,165 | $450.0K | 0.14% | +199+10.1% | Added |
| HFR Wealth Management, LLC | 2,152 | $448.0K | 0.13% | +2,152 | New |
| Windsor Group LTD | 2,149 | $447.0K | 0.10% | +3+0.1% | Added |
| Cambridge Trust Co | 2,137 | $445.0K | 0.02% | −459−17.7% | Reduced |
| McRae Capital Management Inc | 2,141 | $445.0K | 0.10% | +211+10.9% | Added |
| Accurate Wealth Management, LLC | 2,129 | $443.0K | 0.39% | +2,129 | New |
| Financial Sense Advisors, Inc. | 2,125 | $442.0K | 0.14% | +10.0% | Added |
| Quad-Cities Investment Group, LLC | 2,124 | $442.0K | 0.30% | +123+6.1% | Added |
| Marshall Financial Group LLC | 2,103 | $437.0K | 0.24% | −181−7.9% | Reduced |
| Advisors Management Group Inc | 2,103 | $437.0K | 0.13% | −116−5.2% | Reduced |
| Atlas Brown,Inc. | 2,095 | $436.0K | 0.19% | +10.0% | Added |
| Aries Wealth Management | 2,086 | $434.0K | 0.19% | +80+4.0% | Added |
| Adirondack Trust Co | 2,080 | $433.0K | 0.22% | +4+0.2% | Added |
| Beaton Management Co. Inc. | 2,078 | $432.0K | 0.27% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 2,073 | $431.0K | 0.07% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 2,066 | $430.0K | 0.09% | −100−4.6% | Reduced |
| WealthShield Partners, LLC | 2,070 | $430.0K | 0.07% | +18+0.9% | Added |
| Colonial River Wealth Management, LLC | 2,065 | $429.0K | 0.31% | −26−1.2% | Reduced |
| Great Diamond Partners, LLC | 2,063 | $429.0K | 0.12% | +63+3.2% | Added |
| Advisor Resource Council | 2,051 | $426.0K | 0.04% | +2,051 | New |
| Cornell Pochily Investment Advisors, Inc. | 2,041 | $424.0K | 0.19% | −160−7.3% | Reduced |
| Global Trust Asset Management, LLC | 2,040 | $424.0K | 0.20% | −35−1.7% | Reduced |
| Advisors Preferred, LLC | 2,007 | $422.0K | 0.05% | −727−26.6% | Reduced |
| Vista Capital Partners, Inc. | 2,029 | $422.0K | 0.06% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 2,025 | $421.0K | 0.16% | −23−1.1% | Reduced |
| Brewin Dolphin Ltd | 2,016 | $419.3K | 0.02% | +100+5.2% | Added |
| Gryphon Financial Partners LLC | 2,168 | $418.0K | 0.10% | +111+5.4% | Added |
| Park Circle Co | 2,000 | $416.0K | 0.33% | 00.0% | Unchanged |
| Rice Partnership, LLC | 2,000 | $416.0K | 0.13% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 1,993 | $414.0K | 0.19% | +114+6.1% | Added |
| Winthrop Advisory Group LLC | 1,987 | $413.0K | 0.09% | −9−0.5% | Reduced |
| Matrix Private Capital Group LLC | 1,985 | $413.0K | 0.23% | −2−0.1% | Reduced |
| Atlas Private Wealth Management | 1,976 | $411.0K | 0.25% | +269+15.8% | Added |
| Benedict Financial Advisors Inc | 1,956 | $407.0K | 0.11% | +7+0.4% | Added |
| Trust Co of Kansas | 1,940 | $403.0K | 0.23% | −11,505−85.6% | Reduced |
| New England Asset Management Inc | 1,940 | $403.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,940 | $403.0K | 0.10% | +1,940 | New |
| Sustainable Insight Capital Management, LLC | 1,935 | $402.0K | 0.24% | −36−1.8% | Reduced |
| Platform Technology Partners | 1,931 | $402.0K | 0.17% | +1,931 | New |
| Bray Capital Advisors | 1,926 | $401.0K | 0.10% | +4+0.2% | Added |
| Dumont & Blake Investment Advisors LLC | 1,921 | $400.0K | 0.11% | +44+2.3% | Added |
| WC Walker & Associates, Inc. | 1,871 | $396.0K | 0.21% | +1+0.1% | Added |
| Abacus Wealth Partners, LLC | 1,903 | $395.7K | 0.15% | +147+8.4% | Added |
| Truehand, Inc | 1,900 | $395.0K | 0.23% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,899 | $395.0K | 0.00% | +96+5.3% | Added |
| Spirit of America Management Corp | 1,900 | $395.0K | 0.08% | +900+90.0% | Added |
| Round Table Services, LLC | 1,900 | $395.0K | 0.09% | +1,900 | New |
| Smithfield Trust Co | 1,892 | $393.0K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 1,889 | $393.0K | 0.19% | +36+1.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,892 | $393.0K | 0.10% | +53+2.9% | Added |
| Investment Advisory Services Inc | 1,887 | $392.0K | 0.24% | +1,887 | New |
| Staley Capital Advisers Inc | 1,880 | $391.0K | 0.02% | 00.0% | Unchanged |
| Unio Capital LLC | 1,877 | $390.0K | 0.17% | −389−17.2% | Reduced |
| Gillespie Robinson & Grimm Inc | 1,875 | $390.0K | 0.03% | −50−2.6% | Reduced |
| Wealthspire Advisors, LLC | 1,866 | $388.0K | 0.01% | −10,943−85.4% | Reduced |
| Stevens Capital Management LP | 1,868 | $388.0K | 0.11% | −381−16.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,856 | $386.0K | 0.05% | +1,856 | New |
| Platte River Wealth Advisors, LLC | 1,850 | $385.0K | 0.15% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,851 | $385.0K | 0.11% | +3+0.2% | Added |
| Navellier & Associates Inc | 1,846 | $384.0K | 0.06% | −1,078−36.9% | Reduced |
| Minot Wealth Management LLC | 1,816 | $384.0K | 0.08% | +567+45.4% | Added |
| Security National Bank of Sioux City Iowa | 1,848 | $384.0K | 0.30% | +1,848 | New |