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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 20,160 | $4.26M | 0.08% | +7,035+53.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 20,468 | $4.26M | 0.22% | −5,848−22.2% | Reduced |
| Madison Wealth Management | 20,456 | $4.25M | 0.94% | +807+4.1% | Added |
| IBM Retirement Fund | 20,422 | $4.25M | 0.33% | −4,010−16.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 20,417 | $4.25M | 0.77% | +311+1.5% | Added |
| Physicians Financial Services, Inc. | 20,406 | $4.24M | 1.74% | −535−2.6% | Reduced |
| L & S Advisors Inc | 20,249 | $4.21M | 0.45% | −19,078−48.5% | Reduced |
| TrinityPoint Wealth, LLC | 20,236 | $4.21M | 0.86% | −90.0% | Reduced |
| Roundview Capital LLC | 20,164 | $4.19M | 0.47% | −123−0.6% | Reduced |
| Palisade Asset Management, LLC | 20,122 | $4.18M | 0.49% | +38+0.2% | Added |
| Pallas Capital Advisors LLC | 21,880 | $4.17M | 0.59% | +3,675+20.2% | Added |
| Cypress Asset Management Inc | 20,067 | $4.17M | 1.07% | +235+1.2% | Added |
| Girard Partners Ltd. | 20,037 | $4.17M | 0.54% | −1,198−5.6% | Reduced |
| Advanced Asset Management Advisors Inc | 20,000 | $4.16M | 0.88% | 00.0% | Unchanged |
| Arden Trust Co | 19,931 | $4.14M | 0.68% | −1,247−5.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 19,820 | $4.12M | 0.01% | +785+4.1% | Added |
| Perkins Coie Trust Co | 19,811 | $4.12M | 1.27% | −140−0.7% | Reduced |
| Bel Air Investment Advisors LLC | 19,772 | $4.11M | 0.13% | −1,647−7.7% | Reduced |
| Butensky & Cohen Financial Security, Inc | 19,602 | $4.08M | 1.62% | −1,485−7.0% | Reduced |
| Boyar Asset Management Inc. | 19,588 | $4.07M | 2.62% | −147−0.7% | Reduced |
| ARGI Investment Services, LLC | 19,517 | $4.06M | 0.13% | +1,077+5.8% | Added |
| Icon Wealth Partners, LLC | 19,496 | $4.05M | 0.43% | +2,702+16.1% | Added |
| Twin Lakes Capital Management, LLC | 19,441 | $4.04M | 2.25% | −1,374−6.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 19,416 | $4.04M | 1.63% | −435−2.2% | Reduced |
| Avitas Wealth Management LLC | 19,286 | $4.01M | 0.71% | +444+2.4% | Added |
| Tower Research Capital LLC (TRC) | 19,261 | $4.01M | 0.10% | −44,852−70.0% | Reduced |
| Fosun International Ltd | 19,140 | $3.98M | 0.24% | +881+4.8% | Added |
| Focus Financial Network, Inc. | 19,137 | $3.98M | 0.53% | +524+2.8% | Added |
| Columbia Asset Management | 19,130 | $3.98M | 0.89% | −14,550−43.2% | Reduced |
| Avantax Advisory Services, Inc. | 19,095 | $3.98M | 0.07% | +1,367+7.7% | Added |
| Hoylecohen, LLC | 19,115 | $3.98M | 0.37% | +65+0.3% | Added |
| Members Capital Advisors Inc | 19,097 | $3.97M | 2.46% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 18,878 | $3.92M | 0.17% | +3,739+24.7% | Added |
| Atwater Malick LLC | 18,850 | $3.92M | 2.17% | +1,499+8.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 18,826 | $3.92M | 0.42% | −1,647−8.0% | Reduced |
| Anderson Hoagland & Co | 18,652 | $3.88M | 0.49% | +223+1.2% | Added |
| Fortis Advisors, LLC | 18,419 | $3.83M | 2.21% | −200−1.1% | Reduced |
| Farr Miller & Washington LLC | 18,376 | $3.82M | 0.25% | +696+3.9% | Added |
| Redpoint Investment Management Pty Ltd | 18,373 | $3.82M | 0.31% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 18,333 | $3.81M | 0.48% | +1,156+6.7% | Added |
| Heritage Trust Co | 18,273 | $3.80M | 0.54% | +1,772+10.7% | Added |
| Duality Advisers, LP | 18,264 | $3.80M | 0.34% | +18,264 | New |
| Cardinal Capital Management | 18,114 | $3.77M | 0.80% | −35−0.2% | Reduced |
| Colony Group LLC | 18,018 | $3.75M | 0.07% | −31−0.2% | Reduced |
| McDonald Partners LLC | 17,931 | $3.73M | 0.88% | +301+1.7% | Added |
| Aspire Private Capital, LLC | 17,776 | $3.70M | 1.18% | +100+0.6% | Added |
| Wedbush Securities Inc | 17,742 | $3.69M | 0.17% | −2,537−12.5% | Reduced |
| Harbour Investment Management LLC | 17,707 | $3.68M | 1.85% | −376−2.1% | Reduced |
| Everence Capital Management Inc | 17,705 | $3.68M | 0.30% | 00.0% | Unchanged |
| World Asset Management Inc | 17,666 | $3.67M | 0.34% | −1,101−5.9% | Reduced |
| Pavion Blue Capital, LLC | 17,584 | $3.66M | 2.24% | −391−2.2% | Reduced |
| Providence Capital Advisors, LLC | 17,568 | $3.65M | 1.19% | +17,300+6,455.2% | Added |
| Greenline Partners, LLC | 17,538 | $3.65M | 0.75% | +241+1.4% | Added |
| Monument Capital Management | 17,414 | $3.62M | 1.25% | +325+1.9% | Added |
| Seeyond | 17,381 | $3.61M | 0.34% | +2,209+14.6% | Added |
| DHJJ Financial Advisors, Ltd. | 17,353 | $3.61M | 1.90% | 00.0% | Unchanged |
| South State Corp. | 17,319 | $3.60M | 0.31% | −2,152−11.1% | Reduced |
| New England Investment & Retirement Group, Inc. | 17,304 | $3.60M | 0.78% | +1,806+11.7% | Added |
| Great Lakes Advisors, LLC | 17,226 | $3.58M | 0.05% | +290+1.7% | Added |
| FORA Capital, LLC | 17,111 | $3.56M | 0.66% | +7,032+69.8% | Added |
| Proquility Private Wealth Partners, LLC | 17,072 | $3.55M | 1.33% | −426−2.4% | Reduced |
| Freestone Capital Holdings, LLC | 16,938 | $3.52M | 0.18% | +382+2.3% | Added |
| Miller Investment Management, LP | 16,859 | $3.51M | 0.61% | 00.0% | Unchanged |
| Clear Street Markets LLC | 16,849 | $3.50M | 0.75% | +5,049+42.8% | Added |
| Intrepid Capital Management Inc | 16,790 | $3.49M | 1.84% | +16,790 | New |
| Motley Fool Wealth Management, LLC | 16,773 | $3.49M | 0.15% | +755+4.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,382 | $3.49M | 0.06% | +16,382 | New |
| Assenagon Asset Management S.A. | 16,722 | $3.48M | 0.01% | −20,911−55.6% | Reduced |
| Canandaigua National Corp | 16,709 | $3.48M | 0.56% | −476−2.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,666 | $3.47M | 2.40% | −152−0.9% | Reduced |
| Johnson Financial Group, Inc. | 16,665 | $3.47M | 0.23% | −146−0.9% | Reduced |
| Auxier Asset Management | 16,580 | $3.45M | 0.57% | +10.0% | Added |
| Allstate Corp | 16,554 | $3.44M | 0.12% | −978−5.6% | Reduced |
| Sovarnum Capital L.P. | 16,500 | $3.43M | 2.16% | +8,500+106.3% | Added |
| PFG Advisors | 16,463 | $3.42M | 0.39% | −541−3.2% | Reduced |
| Nomura Holdings Inc | 16,262 | $3.40M | 0.03% | +13,076+410.4% | Added |
| BP PLC | 16,278 | $3.39M | 0.14% | −6,590−28.8% | Reduced |
| Searle & Co. | 16,250 | $3.38M | 1.38% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 16,228 | $3.38M | 0.65% | −589−3.5% | Reduced |
| Skylands Capital, LLC | 16,205 | $3.37M | 0.40% | −2,200−12.0% | Reduced |
| Verdence Capital Advisors LLC | 16,089 | $3.35M | 0.46% | −2,162−11.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 16,075 | $3.34M | 0.03% | +900+5.9% | Added |
| 6 Meridian | 16,019 | $3.33M | 0.26% | −784−4.7% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 15,940 | $3.31M | 2.42% | +15,940 | New |
| Exeter Financial, LLC | 15,555 | $3.29M | 1.91% | −1,615−9.4% | Reduced |
| United Asset Strategies, Inc. | 15,603 | $3.25M | 0.43% | +2,091+15.5% | Added |
| Aull & Monroe Investment Management Corp | 15,446 | $3.21M | 1.53% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 15,396 | $3.20M | 1.70% | +75+0.5% | Added |
| Cresset Asset Management, LLC | 15,371 | $3.20M | 0.05% | +2,963+23.9% | Added |
| Paradigm Asset Management Co LLC | 15,300 | $3.18M | 0.81% | −200−1.3% | Reduced |
| Radnor Capital Management, LLC | 15,120 | $3.15M | 1.06% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 15,069 | $3.13M | 2.44% | −271−1.8% | Reduced |
| Peapack Gladstone Financial Corp | 15,034 | $3.13M | 0.07% | +233+1.6% | Added |
| Harbour Investments, Inc. | 15,005 | $3.12M | 0.10% | +1,850+14.1% | Added |
| We Are One Seven, LLC | 14,982 | $3.12M | 0.44% | +356+2.4% | Added |
| Beech Hill Advisors, Inc. | 14,955 | $3.11M | 1.26% | −15−0.1% | Reduced |
| Bonness Enterprises Inc | 14,950 | $3.11M | 1.57% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 14,880 | $3.10M | 1.60% | −1,558−9.5% | Reduced |
| WealthTrust Asset Management, LLC | 14,810 | $3.08M | 2.67% | +14,810 | New |
| Capital Investment Advisory Services, LLC | 14,781 | $3.07M | 0.39% | −1,566−9.6% | Reduced |