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 |
|---|---|---|---|---|---|
| Buckingham Capital Management, Inc. | 1,840 | $383.0K | 0.06% | −4,133−69.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,831 | $381.0K | 0.05% | +152+9.1% | Added |
| Absher Wealth Management, LLC | 1,805 | $375.0K | 0.07% | −355−16.4% | Reduced |
| Kings Point Capital Management | 1,801 | $375.0K | 0.03% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,794 | $374.0K | 0.23% | +1,794 | New |
| Coastal Capital Group, Inc. | 1,794 | $373.0K | 0.09% | −67−3.6% | Reduced |
| WMS Partners, LLC | 1,788 | $372.0K | 0.06% | −198−10.0% | Reduced |
| Quantinno Capital Management LP | 1,791 | $372.0K | 0.42% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,784 | $371.0K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,777 | $370.0K | 0.21% | −100−5.3% | Reduced |
| Wellington Shields Capital Management, LLC | 1,777 | $370.0K | 0.04% | −15−0.8% | Reduced |
| Stokes Family Office, LLC | 1,779 | $370.0K | 0.05% | +75+4.4% | Added |
| Creative Financial Designs Inc | 1,774 | $369.0K | 0.06% | −15−0.8% | Reduced |
| Tiedemann Advisors, LLC | 1,773 | $368.0K | 0.01% | −179−9.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,763 | $367.0K | 0.23% | +88+5.3% | Added |
| West Paces Advisors Inc. | 1,762 | $366.4K | 0.13% | +655+59.2% | Added |
| Robertson Stephens Wealth Management, LLC | 1,762 | $366.0K | 0.04% | +65+3.8% | Added |
| Corundum Group, Inc. | 1,754 | $365.0K | 0.24% | −142−7.5% | Reduced |
| LexAurum Advisors, LLC | 1,746 | $363.0K | 0.11% | 00.0% | Unchanged |
| Accuvest Global Advisors | 1,730 | $360.0K | 0.18% | +111+6.9% | Added |
| Westhampton Capital, LLC | 1,725 | $359.0K | 0.23% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,731 | $359.0K | 0.04% | +3+0.2% | Added |
| Aspiriant, LLC | 1,729 | $359.0K | 0.02% | +349+25.3% | Added |
| Certified Advisory Corp | 1,720 | $358.0K | 0.09% | +28+1.7% | Added |
| Becker Capital Management Inc | 1,722 | $358.0K | 0.02% | +286+19.9% | Added |
| Pinnacle Family Advisors, LLC | 1,718 | $357.0K | 0.16% | +16+0.9% | Added |
| Van Hulzen Asset Management, LLC | 1,707 | $355.0K | 0.05% | +42+2.5% | Added |
| Kercheville Advisors, LLC | 1,701 | $354.0K | 0.16% | −100−5.6% | Reduced |
| Verity Asset Management, Inc. | 1,684 | $350.0K | 0.19% | −1,087−39.2% | Reduced |
| M. Kraus & Co | 1,676 | $349.0K | 0.13% | −30−1.8% | Reduced |
| Jones Financial Companies LLLP | 1,679 | $349.0K | 0.00% | −5−0.3% | Reduced |
| Fort Sheridan Advisors LLC | 1,674 | $348.0K | 0.12% | −286−14.6% | Reduced |
| Bank of Nova Scotia Trust Co | 1,664 | $346.0K | 0.03% | +92+5.9% | Added |
| Boltwood Capital Management | 1,660 | $345.0K | 0.14% | −115−6.5% | Reduced |
| Aptus Capital Advisors, LLC | 1,660 | $345.0K | 0.02% | −35−2.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,657 | $345.0K | 0.14% | −35−2.1% | Reduced |
| Legacy Capital Partners, Inc. | 1,661 | $345.0K | 0.12% | +1,661 | New |
| Crestwood Advisors Group LLC | 1,648 | $343.0K | 0.01% | −63−3.7% | Reduced |
| Vigilant Capital Management, LLC | 1,644 | $342.0K | 0.03% | −43−2.5% | Reduced |
| Steel Peak Wealth Management LLC | 1,637 | $340.0K | 0.02% | −5,155−75.9% | Reduced |
| FinTrust Capital Advisors, LLC | 1,628 | $339.0K | 0.09% | +25+1.6% | Added |
| Lake Street Financial LLC | 1,608 | $338.0K | 0.09% | −466−22.5% | Reduced |
| Guild Investment Management, Inc. | 1,605 | $334.0K | 0.32% | +14+0.9% | Added |
| Grace Capital | 1,600 | $333.0K | 0.22% | −700−30.4% | Reduced |
| Hall Laurie J Trustee | 1,600 | $333.0K | 0.13% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,592 | $331.0K | 0.05% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,592 | $331.0K | 0.07% | +169+11.9% | Added |
| Global Strategic Investment Solutions, LLC | 1,586 | $330.0K | 0.06% | +8+0.5% | Added |
| Tectonic Advisors LLC | 1,583 | $329.0K | 0.07% | +165+11.6% | Added |
| McKinley Carter Wealth Services, Inc. | 1,578 | $328.0K | 0.03% | 00.0% | Unchanged |
| Elgethun Capital Management | 1,578 | $328.0K | 0.11% | +8+0.5% | Added |
| Calton & Associates, Inc. | 1,572 | $328.0K | 0.06% | +76+5.1% | Added |
| West Branch Capital LLC | 1,577 | $328.0K | 0.16% | +329+26.4% | Added |
| PYA Waltman Capital, LLC | 1,573 | $327.0K | 0.17% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,556 | $324.0K | 0.05% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,542 | $321.0K | 0.05% | +1,542 | New |
| Yorktown Management & Research Co Inc | 1,540 | $320.0K | 0.25% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,538 | $319.0K | 0.04% | −151−8.9% | Reduced |
| First PREMIER Bank | 1,537 | $319.0K | 0.09% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,515 | $315.0K | 0.19% | +7+0.5% | Added |
| Rbo & Co LLC | 1,500 | $312.0K | 0.05% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 1,497 | $311.0K | 0.06% | +1,497 | New |
| Compton Capital Management Inc | 1,490 | $310.0K | 0.09% | −125−7.7% | Reduced |
| Sage Rhino Capital LLC | 1,486 | $309.0K | 0.09% | +55+3.8% | Added |
| Bellevue Asset Management, LLC | 1,483 | $308.0K | 0.19% | +1+0.1% | Added |
| Golden State Equity Partners | 1,475 | $307.0K | 0.12% | −76−4.9% | Reduced |
| Ambassador Advisors, LLC | 1,475 | $307.0K | 0.06% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,472 | $306.0K | 0.04% | +52+3.7% | Added |
| Tiemann Investment Advisors, LLC | 1,467 | $305.0K | 0.14% | −8−0.5% | Reduced |
| Mosaic Advisors LLC | 1,464 | $304.0K | 0.20% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,455 | $303.0K | 0.11% | −4,431−75.3% | Reduced |
| First City Capital Management, Inc. | 1,565 | $303.0K | 0.17% | +90+6.1% | Added |
| Harvey Investment Co LLC | 1,458 | $303.0K | 0.04% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,442 | $300.0K | 0.08% | −12−0.8% | Reduced |
| Titus Wealth Management | 1,432 | $298.0K | 0.16% | −107−7.0% | Reduced |
| Berkeley Capital Partners, LLC | 1,426 | $297.0K | 0.13% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,428 | $297.0K | 0.08% | +1,428 | New |
| Almanack Investment Partners, LLC. | 1,422 | $296.0K | 0.03% | −395−21.7% | Reduced |
| Opus Capital Group, LLC | 1,419 | $295.0K | 0.07% | +1,419 | New |
| TownSquare Capital, LLC | 1,395 | $295.0K | 0.01% | +1,395 | New |
| Burke & Herbert Bank & Trust Co | 1,405 | $293.0K | 0.19% | +44+3.2% | Added |
| DSC Advisors, L.P. | 1,404 | $292.0K | 0.28% | −380−21.3% | Reduced |
| Warren Averett Asset Management, LLC | 1,505 | $292.0K | 0.03% | +345+29.7% | Added |
| Frisch Financial Group, Inc. | 1,406 | $292.0K | 0.09% | +7+0.5% | Added |
| Nichols & Pratt Advisers LLP | 1,400 | $291.0K | 0.02% | −50−3.4% | Reduced |
| Pinnacle Bancorp, Inc. | 1,394 | $290.0K | 0.13% | +14+1.0% | Added |
| Wealthquest Corp | 1,396 | $290.0K | 0.05% | +20+1.5% | Added |
| Doliver Advisors, LP | 1,383 | $288.0K | 0.10% | +1,383 | New |
| Golden State Wealth Management, LLC | 1,378 | $287.0K | 0.06% | +62+4.7% | Added |
| West Coast Financial LLC | 1,376 | $286.0K | 0.05% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,369 | $285.0K | 0.09% | −50−3.5% | Reduced |
| Davis R M Inc | 1,371 | $285.0K | 0.01% | +128+10.3% | Added |
| Onyx Bridge Wealth Group LLC | 1,355 | $285.0K | 0.12% | +1,355 | New |
| TCI Wealth Advisors, Inc. | 1,368 | $284.0K | 0.05% | −30−2.1% | Reduced |
| Avestar Capital, LLC | 1,355 | $282.0K | 0.05% | −1,166−46.3% | Reduced |
| CX Institutional | 1,357 | $282.0K | 0.02% | +136+11.1% | Added |
| Regents of the University of California | 1,350 | $281.0K | 0.04% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,341 | $279.0K | 0.03% | +6+0.4% | Added |
| Fairhaven Wealth Management, LLC | 1,338 | $278.0K | 0.11% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 1,338 | $278.0K | 0.06% | +1,338 | New |