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 |
|---|---|---|---|---|---|
| Camden National Bank | 1,010 | $210.0K | 0.04% | +1,010 | New |
| Engrave Wealth Partners LLC | 1,009 | $210.0K | 0.06% | +1,009 | New |
| Mattern Wealth Management LLC | 993 | $209.0K | 0.07% | +993 | New |
| Pacific Capital Wealth Advisors, Inc | 1,007 | $209.0K | 0.11% | +1,007 | New |
| Marble Harbor Investment Counsel, LLC | 1,000 | $208.0K | 0.03% | −400−28.6% | Reduced |
| Garrison Bradford & Associates Inc | 1,000 | $208.0K | 0.22% | +1,000 | New |
| RBF Capital, LLC | 1,000 | $208.0K | 0.01% | +1,000 | New |
| New Jersey Better Educational Savings Trust | 1,000 | $208.0K | 0.42% | +1,000 | New |
| Spreng Capital Management, Inc. | 995 | $207.0K | 0.13% | +995 | New |
| Affinity Capital Advisors, LLC | 995 | $207.0K | 0.07% | +995 | New |
| Edmond de Rothschild Holding S.A. | 991 | $206.0K | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 992 | $206.0K | 0.03% | +992 | New |
| FFT Wealth Management LLC | 990 | $206.0K | 0.05% | +990 | New |
| Crew Capital Management, Ltd. | 990 | $206.0K | 0.19% | +990 | New |
| Country Trust Bank | 980 | $204.0K | 0.01% | −50−4.9% | Reduced |
| Asset Dedication, LLC | 988 | $204.0K | 0.03% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 979 | $204.0K | 0.07% | +979 | New |
| Hudson Valley Investment Advisors Inc | 975 | $203.0K | 0.04% | +975 | New |
| Northwest Wealth Management, LLC | 978 | $203.0K | 0.11% | +978 | New |
| Echo Street Capital Management LLC | 970 | $202.0K | 0.00% | −402−29.3% | Reduced |
| XML Financial, LLC | 972 | $202.0K | 0.04% | +972 | New |
| Financial Planning & Information Services, Inc. | 971 | $202.0K | 0.06% | +971 | New |
| Roman Butler Fullerton & Co | 966 | $201.0K | 0.10% | +966 | New |
| Osborne Partners Capital Management, LLC | 968 | $201.0K | 0.02% | +968 | New |
| Glenview State Bank Trust Dept. | 968 | $201.0K | 0.06% | +968 | New |
| Lazard Freres Gestion S.A.S. | 1,150 | $200.0K | 0.01% | +1,150 | New |
| Horan Securities, Inc. | 958 | $199.0K | 0.14% | +513+115.3% | Added |
| Ellevest, Inc. | 955 | $199.0K | 0.02% | +586+158.8% | Added |
| Hudock, Inc. | 935 | $194.0K | 0.06% | −17−1.8% | Reduced |
| Atticus Wealth Management, LLC | 920 | $191.0K | 0.08% | +9+1.0% | Added |
| Plante Moran Financial Advisors, LLC | 912 | $190.0K | 0.05% | +563+161.3% | Added |
| HHM Wealth Advisors, LLC | 906 | $188.0K | 0.05% | 00.0% | Unchanged |
| Glassman Wealth Services | 906 | $188.0K | 0.04% | +13+1.5% | Added |
| LSV Asset Management | 900 | $187.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 899 | $187.0K | 0.12% | +20+2.3% | Added |
| Rosenberg Matthew Hamilton | 882 | $183.0K | 0.10% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 874 | $182.0K | 0.05% | +634+264.2% | Added |
| Stephens Investment Management Group LLC | 869 | $181.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 872 | $181.0K | 0.05% | +211+31.9% | Added |
| Fieldpoint Private Securities, LLC | 941 | $179.0K | 0.04% | +192+25.6% | Added |
| Joseph P. Lucia & Associates, LLC | 850 | $177.0K | 0.11% | 00.0% | Unchanged |
| Webster Bank, N. A. | 843 | $176.0K | 0.02% | −90−9.6% | Reduced |
| Bellwether Advisors, LLC | 850 | $176.0K | 0.06% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 825 | $172.0K | 0.02% | +225+37.5% | Added |
| Stelac Advisory Services LLC | 818 | $170.0K | 0.04% | +89+12.2% | Added |
| First Command Bank | 816 | $169.0K | 0.02% | −433−34.7% | Reduced |
| First Command Financial Services, Inc. | 816 | $169.0K | 0.02% | −433−34.7% | Reduced |
| Eagle Bay Advisors LLC | 798 | $169.0K | 0.14% | +798 | New |
| Lee Financial Co | 804 | $167.0K | 0.04% | +1+0.1% | Added |
| Lindbrook Capital, LLC | 795 | $165.0K | 0.04% | −100−11.2% | Reduced |
| Enterprise Financial Services Corp | 778 | $161.0K | 0.03% | −318−29.0% | Reduced |
| Old North State Trust, LLC | 757 | $157.0K | 0.12% | +26+3.6% | Added |
| Lenox Wealth Advisors, LLC | 750 | $156.0K | 0.02% | +354+89.4% | Added |
| Salem Investment Counselors Inc | 737 | $153.0K | 0.01% | −140−16.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 732 | $152.0K | 0.00% | −3,384−82.2% | Reduced |
| JNBA Financial Advisors | 723 | $150.0K | 0.02% | +24+3.4% | Added |
| Veracity Capital LLC | 711 | $148.0K | 0.03% | +711 | New |
| MV Capital Management, Inc. | 706 | $147.0K | 0.02% | +93+15.2% | Added |
| Focused Wealth Management, Inc | 700 | $146.0K | 0.02% | +700 | New |
| Raffa Wealth Management, LLC | 699 | $145.4K | 0.05% | +28+4.2% | Added |
| Toth Financial Advisory Corp | 691 | $144.0K | 0.02% | +206+42.5% | Added |
| First Bank & Trust | 689 | $143.0K | 0.07% | −3,332−82.9% | Reduced |
| Sound Income Strategies, LLC | 685 | $142.0K | 0.02% | +39+6.0% | Added |
| Sonora Investment Management, LLC | 659 | $137.0K | 0.02% | +100+17.9% | Added |
| Eukles Asset Management | 656 | $136.0K | 0.08% | +626+2,086.7% | Added |
| Heritage Wealth Management, LLC | 652 | $136.0K | 0.05% | +652 | New |
| Institutional & Family Asset Management, LLC | 643 | $134.0K | 0.02% | −175−21.4% | Reduced |
| IAG Wealth Partners, LLC | 640 | $134.0K | 0.05% | −27−4.0% | Reduced |
| Sargent Bickham Lagudis LLC | 641 | $133.0K | 0.01% | +1+0.2% | Added |
| Atlas Capital Advisors LLC | 631 | $131.2K | 0.02% | +31+5.2% | Added |
| KB Financial Partners, LLC | 632 | $131.0K | 0.05% | +624+7,800.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 625 | $130.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 618 | $129.0K | 0.02% | +479+344.6% | Added |
| Financial Management Professionals, Inc. | 613 | $127.0K | 0.03% | −200−24.6% | Reduced |
| Highlander Capital Management, LLC | 600 | $125.0K | 0.06% | −175−22.6% | Reduced |
| Red Door Wealth Management, LLC | 594 | $123.0K | 0.05% | +594 | New |
| Old Second National Bank of Aurora | 580 | $121.0K | 0.03% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 570 | $119.0K | 0.00% | +70+14.0% | Added |
| Tucker Asset Management LLC | 572 | $119.0K | 0.05% | +41+7.7% | Added |
| Newbridge Financial Services Group, Inc. | 549 | $114.0K | 0.07% | −23−4.0% | Reduced |
| Sierra Capital LLC | 542 | $113.0K | 0.02% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 530 | $110.2K | 0.07% | −50−8.6% | Reduced |
| TFC Financial Management | 527 | $110.0K | 0.04% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 531 | $110.0K | 0.08% | +67+14.4% | Added |
| Sittner & Nelson, LLC | 523 | $109.0K | 0.08% | −2,750−84.0% | Reduced |
| Canton Hathaway, LLC | 525 | $109.0K | 0.03% | +100+23.5% | Added |
| Edge Wealth Management LLC | 510 | $106.0K | 0.02% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 508 | $106.0K | 0.01% | +148+41.1% | Added |
| Tacita Capital Inc | 505 | $105.0K | 0.06% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 490 | $103.0K | 0.06% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 495 | $103.0K | 0.01% | +13+2.7% | Added |
| Larson Financial Group LLC | 487 | $101.0K | 0.02% | −6−1.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 473 | $98.0K | 0.06% | +1+0.2% | Added |
| Atlas Private Wealth Advisors | 473 | $98.0K | 0.05% | +18+4.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 460 | $96.0K | 0.03% | +353+329.9% | Added |
| Thompson Siegel & Walmsley LLC | 440 | $92.0K | 0.00% | +43+10.8% | Added |
| Private Ocean, LLC | 436 | $91.0K | 0.01% | −60−12.1% | Reduced |
| Blume Capital Management, Inc. | 439 | $91.0K | 0.03% | +439 | New |
| Beck Bode, LLC | 435 | $90.0K | 0.02% | +435 | New |
| Column Capital Advisors, LLC | 426 | $89.0K | 0.02% | +400+1,538.5% | Added |