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 |
|---|---|---|---|---|---|
| Corbyn Investment Management Inc | 41,527 | $8.64M | 3.21% | −2,548−5.8% | Reduced |
| Dowling & Yahnke LLC | 41,432 | $8.62M | 0.50% | +387+0.9% | Added |
| Eliot Finkel Investment Counsel, LLC | 41,415 | $8.61M | 5.54% | −2,110−4.8% | Reduced |
| Boston Private Wealth LLC | 41,365 | $8.60M | 0.11% | −7,472−15.3% | Reduced |
| Sand Hill Global Advisors, LLC | 41,201 | $8.57M | 0.52% | −660−1.6% | Reduced |
| Waterfront Wealth Inc. | 41,047 | $8.54M | 4.04% | −432−1.0% | Reduced |
| Spinnaker Trust | 40,946 | $8.52M | 0.59% | −2,655−6.1% | Reduced |
| Interval Partners, LP | 40,930 | $8.51M | 0.51% | +40,930 | New |
| Ibex Wealth Advisors | 40,912 | $8.51M | 1.70% | +675+1.7% | Added |
| Quantitative Investment Management, LLC | 40,873 | $8.50M | 0.77% | +40,873 | New |
| MAI Capital Management | 40,570 | $8.44M | 0.17% | −1,983−4.7% | Reduced |
| Shell Asset Management Co | 40,533 | $8.43M | 0.16% | −25,603−38.7% | Reduced |
| Richard Bernstein Advisors LLC | 40,505 | $8.42M | 0.17% | 00.0% | Unchanged |
| Bell Bank | 40,015 | $8.32M | 1.10% | +476+1.2% | Added |
| Albion Financial Group | 39,822 | $8.28M | 0.72% | +39,822 | New |
| Crossmark Global Holdings, Inc. | 39,805 | $8.28M | 0.19% | −11,103−21.8% | Reduced |
| CMG Global Holdings, LLC | 39,661 | $8.25M | 6.22% | 00.0% | Unchanged |
| Clarity Financial LLC | 39,406 | $8.20M | 1.57% | +17,384+78.9% | Added |
| Olstein Capital Management, L.P. | 39,000 | $8.11M | 1.02% | −6,000−13.3% | Reduced |
| Ironwood Investment Counsel, LLC | 38,911 | $8.09M | 2.16% | +367+1.0% | Added |
| Dorsey & Whitney Trust CO LLC | 38,825 | $8.07M | 0.77% | −2,862−6.9% | Reduced |
| Sky Investment Group LLC | 38,676 | $8.04M | 1.81% | −520−1.3% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 38,654 | $8.04M | 0.12% | +1,238+3.3% | Added |
| Mattern Capital Management, LLC | 38,174 | $7.94M | 1.57% | +233+0.6% | Added |
| Bank of New Hampshire | 37,982 | $7.90M | 2.11% | +37,982 | New |
| Twin Capital Management Inc | 37,937 | $7.89M | 0.73% | −280−0.7% | Reduced |
| Miramar Capital, LLC | 40,997 | $7.81M | 3.15% | −863−2.1% | Reduced |
| tru Independence LLC | 37,303 | $7.76M | 2.28% | −378−1.0% | Reduced |
| Prospera Financial Services Inc | 37,265 | $7.75M | 0.39% | −13,046−25.9% | Reduced |
| Usca Ria LLC | 37,215 | $7.74M | 0.47% | +1,445+4.0% | Added |
| Woodmont Investment Counsel LLC | 36,922 | $7.68M | 1.21% | +243+0.7% | Added |
| WESPAC Advisors SoCal, LLC | 36,910 | $7.68M | 2.55% | −6,760−15.5% | Reduced |
| Xcel Wealth Management, LLC | 36,623 | $7.62M | 2.30% | −285−0.8% | Reduced |
| Ziegler Capital Management, LLC | 36,550 | $7.60M | 0.25% | −69,798−65.6% | Reduced |
| Eagle Asset Management Inc | 36,473 | $7.58M | 0.03% | −19,557−34.9% | Reduced |
| Vision Capital Management, Inc. | 36,333 | $7.56M | 1.25% | +620+1.7% | Added |
| Sigma Planning Corp | 36,220 | $7.53M | 0.23% | +926+2.6% | Added |
| Visionary Wealth Advisors | 36,209 | $7.53M | 0.76% | −59−0.2% | Reduced |
| HBK Sorce Advisory LLC | 36,075 | $7.50M | 0.41% | −924−2.5% | Reduced |
| Stratos Wealth Partners, LTD. | 36,065 | $7.50M | 0.19% | −5,372−13.0% | Reduced |
| Baxter Bros Inc | 35,971 | $7.48M | 1.19% | −2,199−5.8% | Reduced |
| Evergreen Capital Management LLC | 35,883 | $7.46M | 0.36% | −2,882−7.4% | Reduced |
| Atlantic Union Bankshares Corp | 35,825 | $7.45M | 0.72% | +495+1.4% | Added |
| Patten & Patten Inc | 35,704 | $7.42M | 0.57% | −4,475−11.1% | Reduced |
| Motco | 35,545 | $7.39M | 0.48% | +1,831+5.4% | Added |
| Optimal Asset Management, Inc. | 35,520 | $7.39M | 0.87% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 35,126 | $7.38M | 3.14% | +601+1.7% | Added |
| QS Investors, LLC | 35,415 | $7.37M | 0.09% | −92,213−72.3% | Reduced |
| Live Oak Private Wealth LLC | 35,333 | $7.35M | 1.62% | −4,944−12.3% | Reduced |
| NorthCoast Asset Management LLC | 35,176 | $7.32M | 0.26% | −5,236−13.0% | Reduced |
| Whittier Trust Co | 35,126 | $7.30M | 0.13% | −8,513−19.5% | Reduced |
| Sequoia Financial Advisors, LLC | 34,973 | $7.27M | 0.27% | +19,788+130.3% | Added |
| Laurel Wealth Advisors, Inc. | 34,692 | $7.21M | 0.93% | −852−2.4% | Reduced |
| Tamar Securities, LLC | 34,602 | $7.20M | 2.77% | −3,177−8.4% | Reduced |
| Allegiant Private Advisors, LLC | 34,589 | $7.19M | 1.16% | −3,114−8.3% | Reduced |
| PDS Planning, Inc | 34,323 | $7.14M | 1.74% | −917−2.6% | Reduced |
| EagleClaw Capital Managment, LLC | 34,265 | $7.13M | 1.84% | +2,051+6.4% | Added |
| HighPoint Advisor Group LLC | 34,187 | $7.11M | 0.72% | +3,006+9.6% | Added |
| Sovereign Financial Group, Inc. | 41,747 | $7.10M | 4.30% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 33,950 | $7.06M | 0.63% | 00.0% | Unchanged |
| Boston Research & Management Inc | 33,828 | $7.04M | 2.13% | −548−1.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 33,488 | $6.96M | 0.37% | +6,912+26.0% | Added |
| Rowland & Co Investment Counsel | 33,469 | $6.96M | 1.71% | +39+0.1% | Added |
| Murphy Capital Management Inc | 33,334 | $6.93M | 0.79% | −524−1.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 33,142 | $6.89M | 0.17% | +887+2.7% | Added |
| Capital Management Corp | 33,040 | $6.87M | 1.46% | −8,637−20.7% | Reduced |
| Eastover Investment Advisors LLC | 32,994 | $6.86M | 4.46% | +828+2.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 32,847 | $6.83M | 0.12% | +229+0.7% | Added |
| National Asset Management, Inc. | 32,858 | $6.78M | 0.22% | +3,611+12.3% | Added |
| Opus Investment Management Inc | 32,400 | $6.74M | 1.01% | 00.0% | Unchanged |
| Sepio Capital, LP | 32,300 | $6.72M | 0.56% | −4,346−11.9% | Reduced |
| Griffin Asset Management, Inc. | 32,220 | $6.70M | 0.81% | −197−0.6% | Reduced |
| Woodstock Corp | 32,118 | $6.68M | 0.79% | −984−3.0% | Reduced |
| Westover Capital Advisors, LLC | 32,096 | $6.67M | 2.14% | −1,139−3.4% | Reduced |
| North Star Investment Management Corp. | 32,066 | $6.67M | 0.53% | −26−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 31,970 | $6.65M | 0.79% | −610−1.9% | Reduced |
| Capital Investment Counsel, Inc | 31,738 | $6.60M | 1.47% | +440+1.4% | Added |
| Peloton Wealth Strategists | 31,630 | $6.58M | 2.71% | +600+1.9% | Added |
| Wealthfront Advisers LLC | 31,550 | $6.56M | 0.03% | +2,593+9.0% | Added |
| Argyle Capital Management Inc. | 31,423 | $6.54M | 2.11% | −370−1.2% | Reduced |
| Moors & Cabot, Inc. | 31,355 | $6.52M | 0.46% | −872−2.7% | Reduced |
| Bridge Creek Capital Management LLC | 31,330 | $6.52M | 2.46% | −900−2.8% | Reduced |
| Birch Capital Management, LLC | 31,268 | $6.50M | 4.41% | +507+1.6% | Added |
| E. Ohman J:or Asset Management AB | 31,011 | $6.45M | 0.20% | +2,800+9.9% | Added |
| Stokes Capital Advisors, LLC | 30,836 | $6.41M | 2.10% | +3,949+14.7% | Added |
| Ascent Wealth Partners, LLC | 30,728 | $6.39M | 1.22% | −2,215−6.7% | Reduced |
| Barrett Asset Management, LLC | 30,720 | $6.39M | 0.29% | +80.0% | Added |
| Cerity Partners LLC | 30,460 | $6.33M | 0.14% | +11,430+60.1% | Added |
| Beacon Pointe Advisors, LLC | 30,455 | $6.33M | 0.22% | +13,621+80.9% | Added |
| South Dakota Investment Council | 30,345 | $6.31M | 0.11% | −7,760−20.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 30,093 | $6.26M | 2.06% | +677+2.3% | Added |
| Naples Global Advisors, LLC | 30,055 | $6.25M | 0.87% | +313+1.1% | Added |
| Cypress Wealth Services, LLC | 30,019 | $6.24M | 1.71% | −95−0.3% | Reduced |
| Vaughan David Investments LLC | 29,893 | $6.22M | 0.19% | −4,261−12.5% | Reduced |
| BTR Capital Management Inc | 29,778 | $6.19M | 0.77% | −3,001−9.2% | Reduced |
| Advisory Services Network, LLC | 29,619 | $6.16M | 0.19% | +2,181+7.9% | Added |
| Beacon Investment Advisory Services, Inc. | 29,421 | $6.12M | 0.25% | −1,271−4.1% | Reduced |
| Horrell Capital Management, Inc. | 29,397 | $6.11M | 2.26% | −2,373−7.5% | Reduced |
| Stratos Wealth Advisors, LLC | 29,169 | $6.07M | 0.54% | +980+3.5% | Added |
| Meeder Asset Management Inc | 29,113 | $6.05M | 0.28% | +2,675+10.1% | Added |