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 |
|---|---|---|---|---|---|
| Wade G W & Inc | 110,257 | $22.9M | 1.10% | −656−0.6% | Reduced |
| Prio Wealth Limited Partnership | 109,901 | $22.9M | 0.77% | −337−0.3% | Reduced |
| Stewart & Patten Co LLC | 109,882 | $22.9M | 3.64% | −6,436−5.5% | Reduced |
| DuPont Capital Management Corp | 108,775 | $22.6M | 0.53% | +16,069+17.3% | Added |
| Professional Advisory Services Inc | 108,672 | $22.6M | 3.28% | −1,186−1.1% | Reduced |
| Fidelity National Financial, Inc. | 106,701 | $22.2M | 1.61% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 104,799 | $21.8M | 3.54% | −1,341−1.3% | Reduced |
| Zevin Asset Management LLC | 103,039 | $21.4M | 4.26% | −1,164−1.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 102,093 | $21.2M | 0.50% | −603−0.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 101,976 | $21.2M | 0.11% | +101,976 | New |
| Financial Counselors Inc | 100,371 | $20.9M | 0.45% | −1,524−1.5% | Reduced |
| Cetera Advisor Networks LLC | 98,928 | $20.6M | 0.29% | +28,791+41.0% | Added |
| Kestra Advisory Services, LLC | 97,408 | $20.3M | 0.23% | −5,444−5.3% | Reduced |
| IFM Investors Pty Ltd | 95,065 | $19.8M | 0.40% | +18,509+24.2% | Added |
| Mutual of America Capital Management LLC | 94,418 | $19.6M | 0.19% | +1,343+1.4% | Added |
| Pinnacle Financial Partners Inc | 92,878 | $19.3M | 0.78% | −11,423−11.0% | Reduced |
| Pinnacle Wealth Advisors | 92,878 | $19.3M | 0.78% | +92,878 | New |
| Osher Van de Voorde Investment Management | 91,785 | $19.1M | 4.67% | −1,313−1.4% | Reduced |
| Achmea Investment Management B.V. | 91,350 | $19.0M | 0.65% | +21,831+31.4% | Added |
| Kornitzer Capital Management Inc | 90,991 | $18.9M | 0.28% | +105+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 90,624 | $18.8M | 0.21% | +637+0.7% | Added |
| Blue Chip Partners, Inc. | 90,467 | $18.8M | 2.69% | +951+1.1% | Added |
| M&G Investment Management Ltd | 90,307 | $18.8M | 0.10% | +87,971+3,765.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 89,933 | $18.7M | 1.41% | −263−0.3% | Reduced |
| Franklin Street Advisors Inc | 89,091 | $18.5M | 1.57% | +2,049+2.4% | Added |
| Huntington National Bank | 88,900 | $18.5M | 0.19% | +20,687+30.3% | Added |
| Greatmark Investment Partners, Inc. | 88,834 | $18.5M | 3.34% | −1,010−1.1% | Reduced |
| Charter Trust Co | 88,761 | $18.5M | 1.72% | −818−0.9% | Reduced |
| Private Advisor Group, LLC | 87,359 | $18.2M | 0.16% | +2,899+3.4% | Added |
| Stock Yards Bank & Trust Co | 86,328 | $18.0M | 1.14% | +3,207+3.9% | Added |
| Marco Investment Management LLC | 86,236 | $17.9M | 2.08% | −6,341−6.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 85,935 | $17.9M | 0.03% | +12,275+16.7% | Added |
| Heritage Investors Management Corp | 85,174 | $17.7M | 0.74% | −2,277−2.6% | Reduced |
| Commerce Bank | 84,890 | $17.7M | 0.13% | −5,970−6.6% | Reduced |
| Mayflower Financial Advisors, LLC | 84,618 | $17.6M | 2.46% | −432−0.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 84,526 | $17.6M | 2.91% | +1,193+1.4% | Added |
| Grimes & Company, Inc. | 84,461 | $17.6M | 0.76% | −106−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 84,031 | $17.5M | 0.67% | −41,977−33.3% | Reduced |
| Texas Yale Capital Corp. | 84,031 | $17.5M | 1.00% | +200+0.2% | Added |
| Abner Herrman & Brock LLC | 83,904 | $17.4M | 2.44% | +345+0.4% | Added |
| Richard C. Young & CO., LTD. | 83,506 | $17.4M | 2.21% | +1,617+2.0% | Added |
| AE Wealth Management LLC | 83,338 | $17.3M | 0.15% | −15,078−15.3% | Reduced |
| Boston Common Asset Management, LLC | 83,045 | $17.3M | 0.74% | +36,782+79.5% | Added |
| CapWealth Advisors, LLC | 82,601 | $17.2M | 1.86% | +141+0.2% | Added |
| PFS Investments Inc. | 80,190 | $17.2M | 0.39% | +3,825+5.0% | Added |
| Pinnacle Associates Ltd | 82,251 | $17.1M | 0.31% | −11,322−12.1% | Reduced |
| Waypoint Wealth Partners Inc. | 81,858 | $17.0M | 6.60% | 00.0% | Unchanged |
| Iowa State Bank | 81,520 | $17.0M | 4.76% | −114−0.1% | Reduced |
| Doyle Wealth Management | 80,398 | $16.7M | 1.39% | +1,079+1.4% | Added |
| Jacobs & Co | 79,897 | $16.6M | 1.92% | −2,195−2.7% | Reduced |
| Hartford Investment Management Co | 78,763 | $16.4M | 0.41% | −1,895−2.3% | Reduced |
| Davidson Investment Advisors | 78,644 | $16.4M | 1.31% | −1,336−1.7% | Reduced |
| Palladium Partners LLC | 78,239 | $16.3M | 0.77% | −345−0.4% | Reduced |
| Guggenheim Capital LLC | 77,894 | $16.2M | 0.10% | −22,384−22.3% | Reduced |
| Cornerstone Advisors, LLC | 77,600 | $16.1M | 0.95% | 00.0% | Unchanged |
| Stillwater Capital Advisors, LLC | 77,245 | $16.1M | 2.66% | −426−0.5% | Reduced |
| Nissay Asset Management Corp | 75,737 | $15.8M | 0.14% | +2,930+4.0% | Added |
| Lathrop Investment Management Corp | 75,700 | $15.7M | 3.25% | −4,058−5.1% | Reduced |
| Citizens Financial Group Inc | 75,460 | $15.7M | 0.68% | +2,498+3.4% | Added |
| Guyasuta Investment Advisors Inc | 75,378 | $15.7M | 1.13% | −755−1.0% | Reduced |
| Verity & Verity, LLC | 75,347 | $15.7M | 2.48% | −252−0.3% | Reduced |
| Tobam | 74,922 | $15.6M | 0.62% | +16,778+28.9% | Added |
| Brinker Capital Investments, LLC | 74,077 | $15.4M | 0.20% | +5,206+7.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 73,777 | $15.3M | 0.04% | +6,256+9.3% | Added |
| Adviser Investments LLC | 73,743 | $15.3M | 1.14% | +355+0.5% | Added |
| TCTC Holdings, LLC | 73,690 | $15.3M | 0.70% | −873−1.2% | Reduced |
| Madison Asset Management, LLC | 72,973 | $15.2M | 0.20% | +4,190+6.1% | Added |
| Noesis Capital Mangement Corp | 71,171 | $15.0M | 3.06% | +1,084+1.5% | Added |
| Independent Advisor Alliance | 70,432 | $14.6M | 0.80% | −1,712−2.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 70,000 | $14.6M | 0.16% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 69,618 | $14.5M | 1.38% | −4,189−5.7% | Reduced |
| J.W. Cole Advisors, Inc. | 69,159 | $14.4M | 1.13% | +962+1.4% | Added |
| MML Investors Services, LLC | 69,112 | $14.4M | 0.12% | −1,351−1.9% | Reduced |
| CIBC Asset Management Inc | 69,069 | $14.4M | 0.06% | +1,523+2.3% | Added |
| Stack Financial Management, Inc | 68,349 | $14.2M | 1.22% | +427+0.6% | Added |
| Andra AP-fonden | 68,200 | $14.2M | 0.29% | −8,500−11.1% | Reduced |
| Welch & Forbes LLC | 67,196 | $14.0M | 0.24% | −42−0.1% | Reduced |
| Investment House LLC | 66,479 | $13.8M | 0.97% | +1,410+2.2% | Added |
| J. Goldman & Co LP | 66,369 | $13.8M | 0.88% | +23,599+55.2% | Added |
| 9258 Wealth Management, LLC | 66,157 | $13.8M | 3.70% | −243−0.4% | Reduced |
| Wilkins Investment Counsel Inc | 65,887 | $13.7M | 3.37% | −850−1.3% | Reduced |
| Segall Bryant & Hamill, LLC | 65,736 | $13.7M | 0.13% | −615−0.9% | Reduced |
| Mark Stevens | 65,642 | $13.7M | 1.52% | −5,125−7.2% | Reduced |
| Mayar Capital Ltd. | 65,613 | $13.6M | 14.44% | −854−1.3% | Reduced |
| Mercer Global Advisors Inc | 65,323 | $13.6M | 0.10% | +4,269+7.0% | Added |
| Beese Fulmer Investment Management, Inc. | 64,820 | $13.5M | 1.53% | −96−0.1% | Reduced |
| Moody National Bank Trust Division | 64,017 | $13.3M | 0.27% | −108−0.2% | Reduced |
| Wesbanco Bank Inc | 63,150 | $13.1M | 0.49% | +1,230+2.0% | Added |
| Lynch & Associates | 63,098 | $13.1M | 3.37% | −627−1.0% | Reduced |
| Tdam USA Inc. | 68,495 | $13.1M | 0.81% | −2,348−3.3% | Reduced |
| Gradient Investments LLC | 62,904 | $13.1M | 0.38% | −2,517−3.8% | Reduced |
| Securian Asset Management, Inc | 62,691 | $13.0M | 0.26% | +300.0% | Added |
| Churchill Management Corp | 62,436 | $13.0M | 0.19% | +1,541+2.5% | Added |
| StrategIQ Financial Group, LLC | 61,799 | $12.9M | 2.54% | −220−0.4% | Reduced |
| Panagora Asset Management Inc | 61,739 | $12.8M | 0.07% | −49,140−44.3% | Reduced |
| Hexavest Inc. | 61,614 | $12.8M | 0.63% | −8,929−12.7% | Reduced |
| Intact Investment Management Inc. | 61,500 | $12.8M | 0.36% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 61,400 | $12.8M | 0.11% | −11,300−15.5% | Reduced |
| Atria Investments LLC | 61,397 | $12.8M | 0.25% | +1,286+2.1% | Added |
| Raymond James Trust N.A. | 61,341 | $12.8M | 0.42% | −5,938−8.8% | Reduced |