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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Lowe Wealth Advisors, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 24 | $5.00K | 0.00% | −2−7.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 22 | $5.00K | 0.00% | +11+100.0% | Added |
| Investment Research & Advisory Group, Inc. | 22 | $5.00K | 0.00% | +22 | New |
| Hoese & Co LLP | 20 | $4.00K | 0.00% | −28−58.3% | Reduced |
| Filbrandt Wealth Management, LLC | 20 | $4.00K | 0.00% | −1−4.8% | Reduced |
| Globeflex Capital L P | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 15 | $3.00K | 0.00% | +15 | New |
| Ironwood Financial, llc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4 | $1.00K | 0.00% | +4 | New |
| Brendel Financial Advisors LLC | 5 | $1.00K | 0.00% | +5 | New |
| WestEnd Advisors, LLC | – | $623 | 0.00% | – | New |
| Kelly Financial Services LLC | 28,338 | $136 | 0.01% | +28,202+20,736.8% | Added |
| Farmers National Bank | 24,606 | $0 | – | +1,282+5.5% | Added |
| Sofos Investments, Inc. | 2 | – | – | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −359,865−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −198,246−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −124,202−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −122,322−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −112,824−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −95,175−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −61,237−100.0% | Sold out |
| KLCM Advisors, Inc. | 0 | $0 | 0.00% | −57,687−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −55,444−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −43,277−100.0% | Sold out |
| Bronson Point Management LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −37,804−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −37,268−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −33,764−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −27,131−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −24,088−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Signature Wealth Management Group | 0 | $0 | 0.00% | −18,821−100.0% | Sold out |
| Symons Capital Management Inc | 0 | $0 | 0.00% | −18,117−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −17,848−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −16,351−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −15,680−100.0% | Sold out |
| Richard P Slaughter Associates Inc | 0 | $0 | 0.00% | −13,782−100.0% | Sold out |
| Atlas Principals, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| JGP Wealth Management, LLC | 0 | $0 | 0.00% | −11,478−100.0% | Sold out |
| Keystone Financial Planning, Inc. | 0 | $0 | 0.00% | −10,315−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −9,854−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −9,285−100.0% | Sold out |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −9,153−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −8,501−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,158−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −6,264−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −5,634−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −5,337−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −5,291−100.0% | Sold out |
| Dalton Greiner Hartman Maher & Co | 0 | $0 | 0.00% | −5,283−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −5,123−100.0% | Sold out |
| Corbin Capital Partners, L.P. | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −4,731−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −4,503−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −4,149−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −4,150−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −4,016−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −3,963−100.0% | Sold out |
| AAFMAA Wealth Management & Trust LLC | 0 | $0 | 0.00% | −3,564−100.0% | Sold out |
| Capital Advantage, Inc. | 0 | $0 | 0.00% | −3,435−100.0% | Sold out |
| Thomas White International Ltd | 0 | $0 | 0.00% | −3,370−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −3,217−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −3,048−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −2,941−100.0% | Sold out |
| X-Square Capital, LLC | 0 | $0 | 0.00% | −2,940−100.0% | Sold out |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −2,814−100.0% | Sold out |
| Source Financial Advisors LLC | 0 | $0 | 0.00% | −2,803−100.0% | Sold out |
| UBP Investment Advisors SA | 0 | $0 | 0.00% | −2,665−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −2,582−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −2,549−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −2,496−100.0% | Sold out |
| Matrix Asset Advisors Inc | 0 | $0 | 0.00% | −2,375−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −2,335−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −2,334−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −2,151−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,148−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −1,891−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,856−100.0% | Sold out |
| Security National Bank of So Dak | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,661−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,510−100.0% | Sold out |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −1,504−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,494−100.0% | Sold out |
| Klingman & Associates, LLC | 0 | $0 | 0.00% | −1,370−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −1,039−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −1,014−100.0% | Sold out |
| New England Professional Planning Group Inc. | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,247−100.0% | Sold out |
| Cooper/Haims Advisors, LLC | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |