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 |
|---|---|---|---|---|---|
| GQG Partners LLC | 1,336 | $278.0K | 0.00% | +1,336 | New |
| Cary Street Partners Asset Management LLC | 1,330 | $277.0K | 0.07% | −18,623−93.3% | Reduced |
| Ssi Investment Management LLC | 1,333 | $277.0K | 0.02% | +5+0.4% | Added |
| CWA Asset Management Group, LLC | 1,317 | $277.0K | 0.02% | +2+0.2% | Added |
| Meristem Family Wealth, LLC | 1,333 | $277.0K | 0.04% | +46+3.6% | Added |
| Trustmark National Bank Trust Department | 1,326 | $276.0K | 0.02% | +1,326 | New |
| Rock Creek Group, LP | 1,320 | $275.0K | 0.04% | −88−6.3% | Reduced |
| Dillon & Associates Inc | 1,320 | $275.0K | 0.05% | −32−2.4% | Reduced |
| Mendel Money Management | 1,320 | $275.0K | 0.17% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,316 | $274.0K | 0.10% | +203+18.2% | Added |
| Prentice Wealth Management LLC | 1,314 | $273.0K | 0.14% | +226+20.8% | Added |
| GAM Holding AG | 1,307 | $272.0K | 0.01% | −625−32.3% | Reduced |
| WD Rutherford LLC | 1,305 | $271.0K | 0.15% | +115+9.7% | Added |
| Coyle Financial Counsel LLC | 1,300 | $270.0K | 0.16% | −353−21.4% | Reduced |
| Trinity Financial Advisors LLC | 1,300 | $270.0K | 0.19% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,297 | $270.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,297 | $270.0K | 0.06% | +41+3.3% | Added |
| Foster & Motley Inc | 1,298 | $270.0K | 0.02% | +1,298 | New |
| Cutler Group LP | 1,300 | $270.0K | 0.02% | +1,300 | New |
| Wealth Management Associates, Inc. | 1,285 | $267.3K | 0.15% | +36+2.9% | Added |
| Princeton Portfolio Strategies Group LLC | 1,285 | $267.0K | 0.05% | −650−33.6% | Reduced |
| RiverFront Investment Group, LLC | 1,275 | $265.0K | 0.01% | −72,048−98.3% | Reduced |
| Financial Advisory Service, Inc. | 1,275 | $265.0K | 0.02% | +1,275 | New |
| Castleview Partners, LLC | 1,274 | $265.0K | 0.12% | +1,274 | New |
| Oak Asset Management, LLC | 1,268 | $264.0K | 0.11% | +1,268 | New |
| Allworth Financial LP | 1,263 | $263.0K | 0.00% | +261+26.0% | Added |
| Mirabella Financial Services LLP | 1,266 | $263.0K | 0.05% | +1,266 | New |
| Acorn Financial Advisory Services Inc | 1,257 | $261.0K | 0.08% | 00.0% | Unchanged |
| Trust Co | 1,252 | $260.0K | 0.18% | −939−42.9% | Reduced |
| West Chester Capital Advisors, Inc | 1,250 | $260.0K | 0.20% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,250 | $260.0K | 0.10% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,250 | $260.0K | 0.05% | +1,250 | New |
| Seelaus Asset Management LLC | 1,244 | $259.0K | 0.15% | −70−5.3% | Reduced |
| Opal Wealth Advisors, LLC | 1,238 | $257.0K | 0.24% | +1,238 | New |
| Mirova | 1,233 | $256.0K | 0.03% | +175+16.5% | Added |
| David Loasby | 1,229 | $255.0K | 0.03% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,318 | $253.0K | 0.08% | −645−32.9% | Reduced |
| Resource Planning Group | 1,215 | $253.0K | 0.15% | +1,215 | New |
| Elm Advisors, LLC | 1,200 | $250.0K | 0.15% | 00.0% | Unchanged |
| Clean Yield Group | 1,200 | $250.0K | 0.09% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,202 | $250.0K | 0.08% | +1,202 | New |
| Vista Investment Management | 1,184 | $246.0K | 0.15% | −105−8.1% | Reduced |
| Appleton Partners Inc | 1,182 | $246.0K | 0.02% | −25−2.1% | Reduced |
| Act Wealth Management, LLC | 1,179 | $245.0K | 0.15% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,173 | $244.0K | 0.09% | −22−1.8% | Reduced |
| Vigilare Wealth Management | 1,175 | $244.0K | 0.15% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,172 | $244.0K | 0.06% | +1,172 | New |
| Strategic Wealth Management Group, LLC | 1,168 | $243.0K | 0.09% | −26−2.2% | Reduced |
| Sanders Morris Harris LLC | 1,170 | $243.0K | 0.05% | +1,170 | New |
| Keel Point, LLC | 1,171 | $243.0K | 0.03% | +1,171 | New |
| WBH Advisory Inc | 1,155 | $242.0K | 0.04% | +1,155 | New |
| Ballast Advisors LLC | 1,163 | $242.0K | 0.10% | +1,163 | New |
| Mezzasalma Advisors, LLC | 1,165 | $242.0K | 0.13% | +1,165 | New |
| ELCO Management Co., LLC | 1,161 | $241.0K | 0.18% | −530−31.3% | Reduced |
| Ami Investment Management Inc | 1,157 | $241.0K | 0.10% | +1,157 | New |
| Ellis Investment Partners, LLC | 1,154 | $240.0K | 0.06% | +4+0.3% | Added |
| German American Bancorp, Inc. | 1,147 | $239.0K | 0.04% | +1,147 | New |
| RMB Capital Management, LLC | 1,149 | $239.0K | 0.01% | +1,149 | New |
| Bickling Financial Services, Inc. | 1,150 | $239.0K | 0.11% | +1,150 | New |
| Fox Run Management, L.L.C. | 1,144 | $238.0K | 0.22% | +1,144 | New |
| Garrison Point Advisors, LLC | 1,140 | $237.0K | 0.17% | +1,140 | New |
| Halbert Hargrove Global Advisors, LLC | 1,130 | $235.0K | 0.02% | +1,130 | New |
| Somerset Trust Co | 1,132 | $235.0K | 0.10% | +1,132 | New |
| Essex Investment Management Co LLC | 1,126 | $234.0K | 0.03% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 1,126 | $234.0K | 0.05% | +1,126 | New |
| Latitude Advisors, LLC | 1,120 | $233.0K | 0.17% | −92−7.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 1,118 | $233.0K | 0.11% | +1,118 | New |
| Summit Trail Advisors, LLC | 1,121 | $233.0K | 0.02% | +1,121 | New |
| Hatton Consulting, Inc. | 1,108 | $230.0K | 0.18% | +1,108 | New |
| Carmichael Hill & Associates, Inc. | 1,100 | $229.0K | 0.13% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,100 | $229.0K | 0.06% | +1,100 | New |
| Buckley Wealth Management, LLC | 1,100 | $229.0K | 0.08% | +1,100 | New |
| All Terrain Financial Advisors, LLC | 1,100 | $229.0K | 0.11% | +1,100 | New |
| Summit Financial Group Inc | 1,095 | $228.0K | 0.09% | +1,095 | New |
| Cable Hill Partners, LLC | 1,097 | $228.0K | 0.05% | +1,097 | New |
| Wealth Architects, LLC | 1,091 | $227.0K | 0.04% | +1,091 | New |
| Karn, Couzens & Associates, Inc. | 1,086 | $226.0K | 0.18% | +1,086 | New |
| 1776 Wealth LLC | 1,080 | $225.0K | 0.13% | +1,080 | New |
| Mma Asset Management LLC | 1,076 | $224.0K | 0.17% | −582−35.1% | Reduced |
| Key Financial Inc | 1,172 | $224.0K | 0.13% | +100+9.3% | Added |
| Southland Equity Partners LLC | 1,076 | $223.8K | 0.11% | +1,076 | New |
| Crescent Capital Consulting, LLC | 1,069 | $223.0K | 0.04% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,066 | $222.0K | 0.04% | +1,066 | New |
| SageGuard Financial Group, LLC | 1,070 | $222.0K | 0.10% | +1,070 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,063 | $221.0K | 0.07% | −915−46.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,065 | $221.0K | 0.06% | +1,065 | New |
| Abacus Planning Group, Inc. | 1,059 | $220.0K | 0.07% | −130−10.9% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,055 | $220.0K | 0.06% | +1,055 | New |
| Gradient Capital Advisors, LLC | 1,059 | $220.0K | 0.10% | +1,059 | New |
| Carolinas Wealth Consulting LLC | 1,047 | $218.0K | 0.05% | +585+126.6% | Added |
| Ifrah Financial Services, Inc. | 1,050 | $218.0K | 0.06% | +1,050 | New |
| Cedar Brook Financial Partners, LLC | 1,049 | $218.0K | 0.06% | +1,049 | New |
| Sunburst Financial Group, LLC | 1,046 | $218.0K | 0.14% | +1,046 | New |
| Mizuho Securities USA LLC | 1,043 | $217.0K | 0.02% | +1,043 | New |
| Cozad Asset Management Inc | 1,037 | $216.0K | 0.03% | +1,037 | New |
| McCarthy Grittinger Financial Group, LLC | 1,034 | $215.0K | 0.09% | 00.0% | Unchanged |
| KCS Wealth Advisory | 1,034 | $215.0K | 0.10% | +1,034 | New |
| Fenimore Asset Management Inc | 1,030 | $214.0K | 0.01% | +1,030 | New |
| Concorde Asset Management, LLC | 1,021 | $213.0K | 0.12% | +1,021 | New |
| Wealth Advisors, Inc. | 1,100 | $211.0K | 0.08% | +1,100 | New |