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 |
|---|---|---|---|---|---|
| Shoker Investment Counsel, Inc. | 14,755 | $3.07M | 1.53% | −144−1.0% | Reduced |
| Gladstone Institutional Advisory LLC | 14,734 | $3.06M | 0.37% | +6,739+84.3% | Added |
| Charter Research & Investment Group, Inc. | 14,725 | $3.06M | 2.54% | −115−0.8% | Reduced |
| Waller Financial Planning Group, Inc | 14,715 | $3.06M | 0.82% | +14,715 | New |
| Pure Financial Advisors, Inc. | 14,699 | $3.06M | 0.25% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 14,626 | $3.04M | 0.08% | −3,564−19.6% | Reduced |
| Avantax Planning Partners, Inc. | 14,519 | $3.02M | 0.14% | +118+0.8% | Added |
| Mechanics Bank Trust Department | 14,485 | $3.01M | 0.49% | +3,204+28.4% | Added |
| Silvercrest Asset Management Group LLC | 14,473 | $3.01M | 0.02% | −199−1.4% | Reduced |
| CAMG Solamere Management, LLC | 14,425 | $3.00M | 2.59% | −525−3.5% | Reduced |
| People's United Financial, Inc. | 14,292 | $2.97M | 0.07% | −3,860−21.3% | Reduced |
| Parallel Advisors, LLC | 14,220 | $2.96M | 0.13% | +425+3.1% | Added |
| Douglass Winthrop Advisors, LLC | 14,185 | $2.95M | 0.07% | +500+3.7% | Added |
| Bristlecone Advisors, LLC | 14,135 | $2.94M | 0.40% | −650−4.4% | Reduced |
| Trust Co of Toledo NA | 14,128 | $2.94M | 0.50% | −74−0.5% | Reduced |
| Ethic Inc. | 14,043 | $2.92M | 0.35% | +4,166+42.2% | Added |
| Slow Capital, Inc. | 14,025 | $2.92M | 0.55% | +1,353+10.7% | Added |
| Lincoln National Corp | 14,004 | $2.91M | 0.06% | −1,256−8.2% | Reduced |
| NewSquare Capital LLC | 14,009 | $2.91M | 0.35% | +971+7.4% | Added |
| Wakefield Asset Management LLLP | 13,913 | $2.89M | 1.10% | −42−0.3% | Reduced |
| Flputnam Investment Management Co | 13,899 | $2.89M | 0.10% | −199−1.4% | Reduced |
| BFSG, LLC | 13,891 | $2.89M | 0.52% | −15−0.1% | Reduced |
| SkyOak Wealth, LLC | 13,870 | $2.88M | 0.77% | −440−3.1% | Reduced |
| Independence Bank of Kentucky | 13,851 | $2.88M | 1.28% | −880−6.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 13,853 | $2.88M | 0.68% | +53+0.4% | Added |
| Garner Asset Management Corp | 13,842 | $2.88M | 1.39% | −29−0.2% | Reduced |
| Optimum Investment Advisors | 13,839 | $2.88M | 0.90% | −1,298−8.6% | Reduced |
| Fayez Sarofim & Co | 13,839 | $2.88M | 0.01% | +8,731+170.9% | Added |
| Pathstone Family Office, LLC | 13,783 | $2.87M | 0.09% | +1,496+12.2% | Added |
| Horst & Graben Wealth Management LLC | 13,718 | $2.85M | 0.80% | +10.0% | Added |
| Carroll Financial Associates, Inc. | 13,711 | $2.85M | 0.16% | +2,776+25.4% | Added |
| Princeton Global Asset Management LLC | 13,705 | $2.85M | 0.87% | +686+5.3% | Added |
| Harrington Investments, INC | 13,663 | $2.84M | 1.68% | +715+5.5% | Added |
| SG Americas Securities, LLC | 13,649 | $2.84M | 0.01% | −19,897−59.3% | Reduced |
| Wealth Advisory Solutions, LLC | 13,643 | $2.84M | 0.67% | −11,740−46.3% | Reduced |
| Spire Wealth Management | 13,613 | $2.83M | 0.08% | −2,894−17.5% | Reduced |
| Phoenix Wealth Advisors | 13,339 | $2.82M | 2.03% | −633−4.5% | Reduced |
| Addison Capital Co | 13,491 | $2.81M | 1.37% | −250−1.8% | Reduced |
| GSB Wealth Management, LLC | 13,454 | $2.80M | 0.87% | −117−0.9% | Reduced |
| SeaBridge Investment Advisors LLC | 13,414 | $2.79M | 0.90% | +10+0.1% | Added |
| Court Place Advisors, LLC | 13,382 | $2.78M | 0.81% | +2,361+21.4% | Added |
| Jacobi Capital Management LLC | 13,347 | $2.78M | 0.37% | −244−1.8% | Reduced |
| Institute for Wealth Management, LLC. | 13,350 | $2.78M | 0.49% | +208+1.6% | Added |
| Van Eck Associates Corp | 13,345 | $2.77M | 0.01% | −415−3.0% | Reduced |
| Loudon Investment Management, LLC | 13,339 | $2.77M | 1.89% | −777−5.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 13,338 | $2.77M | 1.98% | +232+1.8% | Added |
| Lido Advisors, LLC | 13,192 | $2.74M | 0.07% | +1,770+15.5% | Added |
| SeaCrest Wealth Management, LLC | 13,167 | $2.74M | 0.33% | −434−3.2% | Reduced |
| JustInvest LLC | 13,157 | $2.74M | 0.29% | +4,548+52.8% | Added |
| Brooks, Moore & Associates, Inc. | 13,149 | $2.73M | 1.74% | +85+0.7% | Added |
| Northstar Advisory Group, LLC | 13,135 | $2.73M | 1.71% | +5,144+64.4% | Added |
| Capital Insight Partners, LLC | 13,087 | $2.72M | 0.61% | −360−2.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 13,051 | $2.71M | 0.90% | +14+0.1% | Added |
| Alps Advisors Inc | 12,980 | $2.70M | 0.02% | −616−4.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 12,906 | $2.68M | 0.11% | −23−0.2% | Reduced |
| CAPROCK Group, Inc. | 12,903 | $2.68M | 0.24% | +221+1.7% | Added |
| Camden Capital, LLC | 12,874 | $2.68M | 0.62% | −2,632−17.0% | Reduced |
| Traphagen Investment Advisors LLC | 110,956 | $2.67M | 0.46% | +5,296+5.0% | Added |
| Comerica Securities,inc. | 12,812 | $2.66M | 0.20% | −1,316−9.3% | Reduced |
| Benedetti & Gucer, Inc. | 12,811 | $2.66M | 2.39% | +97+0.8% | Added |
| Stonebridge Capital Advisors LLC | 12,776 | $2.66M | 0.32% | −24−0.2% | Reduced |
| Exencial Wealth Advisors, LLC | 12,717 | $2.65M | 0.14% | −1,267−9.1% | Reduced |
| Central Trust Co | 12,719 | $2.65M | 0.10% | +756+6.3% | Added |
| Mengis Capital Management, Inc. | 12,706 | $2.64M | 0.55% | −724−5.4% | Reduced |
| Wimmer Associates 1, LLC | 12,611 | $2.62M | 1.54% | −1,075−7.9% | Reduced |
| Graybill Bartz & Assoc Ltd | 12,480 | $2.60M | 1.28% | −300−2.3% | Reduced |
| Truvestments Capital LLC | 12,473 | $2.59M | 1.42% | +864+7.4% | Added |
| Bessemer Group Inc | 12,467 | $2.59M | 0.01% | +2,040+19.6% | Added |
| Samlyn Capital, LLC | 12,414 | $2.58M | 0.04% | −43,964−78.0% | Reduced |
| Kiley Juergens Wealth Management, LLC | 12,399 | $2.58M | 1.18% | +1,236+11.1% | Added |
| Bank of the West | 12,382 | $2.58M | 0.26% | +734+6.3% | Added |
| Cary Street Partner Investment Advisory LLC | 12,363 | $2.57M | 0.83% | +6,687+117.8% | Added |
| Trust Co of Vermont | 12,328 | $2.56M | 0.18% | +1,424+13.1% | Added |
| Patriot Investment Management Inc. | 12,317 | $2.56M | 0.24% | −1,999−14.0% | Reduced |
| Hilltop Holdings Inc. | 12,277 | $2.55M | 0.29% | −458−3.6% | Reduced |
| TrimTabs Asset Management, LLC | 12,409 | $2.55M | 1.30% | +2,522+25.5% | Added |
| MACRO Consulting Group | 12,252 | $2.55M | 1.31% | −1,215−9.0% | Reduced |
| Fulton Bank, N.A. | 12,200 | $2.54M | 0.12% | −164−1.3% | Reduced |
| Granite Investment Partners, LLC | 12,193 | $2.54M | 0.08% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,194 | $2.54M | 0.16% | +2,055+20.3% | Added |
| Snowden Capital Advisors LLC | 12,192 | $2.54M | 0.13% | +460+3.9% | Added |
| Neville Rodie & Shaw Inc | 12,187 | $2.54M | 0.20% | −190−1.5% | Reduced |
| Excalibur Management Corp | 12,185 | $2.53M | 1.15% | −268−2.2% | Reduced |
| Forte Capital LLC | 12,165 | $2.53M | 0.34% | +1,315+12.1% | Added |
| SWS Partners | 12,129 | $2.52M | 1.64% | −2,519−17.2% | Reduced |
| Am Investment Strategies LLC | 12,048 | $2.51M | 0.64% | −158−1.3% | Reduced |
| Venture Visionary Partners LLC | 11,990 | $2.50M | 0.20% | +3,728+45.1% | Added |
| GHP Investment Advisors, Inc. | 12,022 | $2.50M | 0.20% | +177+1.5% | Added |
| Altium Wealth Management LLC | 11,959 | $2.49M | 0.18% | −197−1.6% | Reduced |
| Marietta Wealth Management, LLC | 11,948 | $2.48M | 0.56% | +359+3.1% | Added |
| Leonteq Securities AG | 11,945 | $2.48M | 0.19% | −17,647−59.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 11,927 | $2.48M | 0.41% | −104−0.9% | Reduced |
| IndexIQ Advisors LLC | 11,916 | $2.48M | 0.08% | +451+3.9% | Added |
| Eudaimonia Partners, LLC | 11,912 | $2.48M | 0.46% | +636+5.6% | Added |
| Saturna Capital CORP | 11,892 | $2.47M | 0.05% | +1,090+10.1% | Added |
| Stanley-Laman Group, Ltd. | 11,826 | $2.46M | 0.35% | +1,837+18.4% | Added |
| Arrow Financial Corp | 11,817 | $2.46M | 0.31% | +29+0.2% | Added |
| Howland Capital Management LLC | 11,808 | $2.46M | 0.13% | 00.0% | Unchanged |
| Gifford Fong Associates | 11,800 | $2.45M | 0.48% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,611 | $2.44M | 1.05% | −741−6.0% | Reduced |