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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.

Q3 2021 vs. Q2 2021

How the institutions holding United Parcel Service Inc changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of UPS: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders2,018301,984−4
Shares503.2M1.72M503.4M+1.91M (+0.4%)
Value$104.6B$358.2M$91.7B−$12.5B (−12.0%)

30 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (125)

Institutions that held United Parcel Service Inc at the end of Q3 2021 but not at the end of Q2 2021.

Showing the largest 100 of 125 by value.

Institutions new to UPS in Q3 2021
InstitutionSharesValue% of portfolio
Coho Partners, Ltd.982,357$178.9M2.90%
Marathon Asset Mgmt Ltd492,405$89.7M1.09%
Vontobel Asset Management Inc411,789$77.3M0.44%
Ceredex Value Advisors LLC339,950$61.9M0.70%
Pictet Asset Management SA334,086$60.8M0.07%
Smith Group Asset Management, LLC226,915$41.3M2.12%
Badgley Phelps Wealth Managers, LLC174,519$31.8M1.15%
Zurcher Kantonalbank (Zurich Cantonalbank)165,250$30.1M0.16%
MUFG Securities EMEA plc158,300$28.8M0.38%
Natixis121,350$22.1M0.08%
Capstone Investment Advisors, LLC71,618$13.0M0.23%
Skye Global Management LP70,000$12.7M0.21%
Bokf, NA58,146$10.6M0.18%
Qube Research & Technologies Ltd55,077$10.0M0.13%
U.S. Capital Wealth Advisors, LLC42,086$7.56M0.33%
Tompkins Financial Corp39,610$7.21M1.32%
Agf Investments Inc.34,095$6.21M0.05%
B&D White Capital Company, LLC30,685$5.59M2.15%
Scopus Asset Management, L.P.25,000$4.55M0.11%
Antonetti Capital Management LLC23,941$4.36M3.55%
Trexquant Investment LP23,687$4.31M0.34%
Arabesque Asset Management Ltd22,188$4.04M1.35%
Bronson Point Management LLC20,000$3.64M1.59%
Pensionfund Sabic17,000$3.10M0.65%
Jump Financial, LLC15,316$2.79M0.20%
Shorepoint Capital Partners LLC14,929$2.72M1.22%
Tealwood Asset Management Inc14,710$2.68M1.08%
Advisory Services & Investments, LLC14,342$2.61M1.71%
Pensionfund DSM Netherlands10,500$1.91M0.24%
Shulman DeMeo Asset Management LLC9,066$1.65M1.43%
B. Riley Wealth Management, Inc.8,890$1.62M0.12%
Bayesian Capital Management, LP8,544$1.56M0.45%
Virtu Financial LLC8,327$1.52M0.13%
Ally Financial Inc.7,500$1.37M0.13%
Edgestream Partners, L.P.6,811$1.24M0.08%
Bluefin Capital Management, LLC6,077$1.11M0.13%
Cavalier Investments, LLC5,371$978.0K0.31%
First Affirmative Financial Network5,306$966.0K0.99%
Pantheon Investment Group, LLC5,192$954.0K0.82%
Tudor Investment Corp Et Al4,776$870.0K0.02%
Stoneridge Investment Partners LLC4,750$865.0K0.43%
WestHill Financial Advisors, Inc.4,537$826.0K0.26%
Signet Financial Management, LLC4,435$808.0K0.14%
Diamant Asset Management, Inc.3,975$724.0K0.60%
San Luis Wealth Advisors LLC3,792$691.0K0.38%
Gateway Advisory, LLC3,611$658.0K0.14%
BTG Pactual Global Asset Management Ltd3,335$607.0K0.56%
XTX Topco Ltd3,143$572.0K0.19%
Lumina Fund Management LLC3,000$546.0K0.25%
Magnolia Capital Management Ltd3,000$546.0K0.47%
Crescent Grove Advisors, LLC2,863$521.0K0.06%
TNF LLC2,442$493.0K0.21%
OmniStar Financial Group, Inc.2,656$483.0K0.57%
NuWave Investment Management, LLC2,648$482.0K0.55%
Cahaba Wealth Management, Inc.2,600$473.0K0.07%
Gamco Investors, Inc. Et Al2,593$472.0K0.00%
Brown Advisory Securities, LLC2,596$472.0K0.14%
Fairfield, Bush & Co.2,500$455.0K0.15%
Marks Wealth, LLC2,400$437.0K0.14%
Narwhal Capital Management2,294$418.0K0.05%
US Asset Management LLC2,272$414.0K0.40%
QVR LLC2,181$397.0K0.81%
Atom Investors LP2,147$391.0K0.08%
Andesa Financial Management Inc.2,106$382.0K0.21%
FIDELIS iM, LLC2,000$364.0K0.23%
Investment Partners, Ltd.1,919$350.0K0.16%
Leavell Investment Management, Inc.1,824$332.0K0.02%
Essex LLC1,774$323.0K0.09%
Security National Bank of So Dak1,748$318.0K0.24%
Machina Capital S.A.S.1,700$310.0K0.67%
Sather Financial Group Inc1,619$295.0K0.03%
AlphaStar Capital Management, LLC1,454$290.0K0.02%
Washington Trust Bank1,583$288.0K0.03%
E Fund Management Co., Ltd.1,577$287.0K0.01%
WESPAC Advisors, LLC1,558$284.0K0.18%
Intrua Financial, LLC1,305$277.0K0.05%
Corsair Capital Management, L.P.1,459$266.0K0.05%
Stony Point Wealth Management Inc.1,462$266.0K0.16%
Lineweaver Wealth Advisors, LLC1,458$265.0K0.08%
Advus Financial Partners, LLC1,197$256.6K0.14%
Derbend Asset Management1,362$248.0K0.23%
WealthPLAN Partners, LLC1,176$242.0K0.02%
Holistic Financial Partners1,331$242.0K0.15%
Vestor Capital, LLC1,325$241.0K0.03%
Edge Capital Group, LLC1,313$239.0K0.02%
Madison Wealth Partners, Inc1,228$224.0K0.13%
Graypoint LLC1,207$220.0K0.03%
JB Capital LLC1,184$216.0K0.03%
Goodwin Investment Advisory1,126$205.0K0.20%
Hixon Zuercher, LLC1,100$200.0K0.12%
Pinnacle Holdings, LLC982$178.8K0.08%
Psagot Value Holdings Ltd. / (Israel)870$158.0K0.03%
Blueprint Investment Partners LLC839$153.0K0.08%
Cahill Financial Advisors Inc795$145.0K0.03%
Gerber Kawasaki Wealth & Investment Management793$144.0K0.02%
Kowal Investment Group, LLC718$131.0K0.04%
Herold Advisors, Inc.684$124.0K0.05%
Compagnie Lombard Odier SCmA600$109.0K0.00%
Mascoma Wealth Management LLC530$97.0K0.04%
Total Clarity Wealth Management, Inc.500$91.0K0.04%

Sold out (129)

Institutions that held United Parcel Service Inc at the end of Q2 2021 and filed for Q3 2021 without it.

Showing the largest 100 of 129 by value.

Institutions that sold out of UPS in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Winslow Capital Management, LLC1,981,084$412.0M
Two Sigma Advisers, LP1,503,503$312.7M
Marshall Wace North America L.P.321,337$66.8M
Migdal Insurance & Financial Holdings Ltd.210,000$43.7M
Worldquant Millennium Advisors LLC176,194$36.6M
Voloridge Investment Management, LLC175,941$36.6M
Moore Capital Management, LP131,437$27.3M
Connor, Clark & Lunn Investment Management Ltd.101,976$21.2M
J. Goldman & Co LP66,369$13.8M
Weiss Multi-Strategy Advisers LLC58,696$12.2M
Avalon Global Asset Management LLC50,000$10.4M
Cartenna Capital, LP48,600$10.1M
Nikko Asset Management Americas, Inc.42,668$8.85M
Interval Partners, LP40,930$8.51M
WBI Investments25,218$5.24M
Exchange Traded Concepts, LLC23,513$4.89M
Old Mission Capital LLC23,510$4.89M
Clear Creek Financial Management, LLC22,161$4.61M
L & S Advisors Inc20,249$4.21M
FORA Capital, LLC17,111$3.56M
Wealth Enhancement Advisory Services, LLC16,382$3.49M
BP PLC16,278$3.39M
6 Meridian16,019$3.33M
Radnor Capital Management, LLC15,120$3.15M
Chilton Investment Co LLC14,626$3.04M
GSB Wealth Management, LLC13,454$2.80M
Northstar Advisory Group, LLC13,135$2.73M
Graybill Bartz & Assoc Ltd12,480$2.60M
Samlyn Capital, LLC12,414$2.58M
Townsend & Associates, Inc10,352$2.21M
Edmp, Inc.10,183$2.12M
ExodusPoint Capital Management, LP9,501$1.98M
CPWM, LLC9,046$1.88M
Bank Hapoalim BM8,504$1.77M
Balyasny Asset Management LLC8,479$1.76M
Donoghue Forlines LLC8,412$1.75M
Schonfeld Strategic Advisors LLC8,200$1.71M
Steel Canyon Capital, LLC8,070$1.68M
Paloma Partners Management Co8,006$1.67M
Claybrook Capital, LLC7,859$1.63M
AXS Investments LLC7,523$1.56M
Clayton Partners LLC7,372$1.53M
Fort Pitt Capital Group, LLC7,075$1.47M
Lombard Odier Asset Management (Switzerland) SA6,225$1.29M
Centiva Capital, LP5,960$1.24M
New World Advisors LLC5,591$1.16M
Krilogy Financial LLC4,917$1.02M
Employees Retirement System of Texas4,815$1.00M
Grandview Asset Management LLC4,620$961.0K
Level Four Advisory Services, LLC4,605$958.0K
Campbell & CO Investment Adviser LLC4,541$944.0K
Glovista Investments LLC4,318$898.0K
Gyon Technologies Capital Management, LP4,250$884.0K
Twinbeech Capital LP3,774$785.0K
PRW Wealth Management LLC3,557$740.0K
Wolverine Trading, LLC2,786$578.0K
Quantamental Technologies LLC2,762$574.0K
GW Henssler & Associates Ltd2,736$569.0K
Calamos Wealth Management LLC2,672$556.0K
Lake Street Advisors Group, LLC2,853$553.0K
Wharton Business Group, LLC2,573$535.0K
Hayden Royal, LLC2,396$498.0K
Colonial River Wealth Management, LLC2,065$429.0K
Advisor Resource Council2,051$426.0K
Financial Engines Advisors L.L.C.1,899$395.0K
Security National Bank of Sioux City Iowa1,848$384.0K
Accuvest Global Advisors1,730$360.0K
Legacy Capital Partners, Inc.1,661$345.0K
Guild Investment Management, Inc.1,605$334.0K
Tectonic Advisors LLC1,583$329.0K
Bridgefront Capital, LLC1,455$303.0K
Trustmark National Bank Trust Department1,326$276.0K
Mendel Money Management1,320$275.0K
GAM Holding AG1,307$272.0K
RiverFront Investment Group, LLC1,275$265.0K
Mirabella Financial Services LLP1,266$263.0K
Fox Run Management, L.L.C.1,144$238.0K
Peregrine Asset Advisers, Inc.1,118$233.0K
Summit Financial Group Inc1,095$228.0K
Karn, Couzens & Associates, Inc.1,086$226.0K
1776 Wealth LLC1,080$225.0K
Mma Asset Management LLC1,076$224.0K
HCR Wealth Advisors1,066$222.0K
SageGuard Financial Group, LLC1,070$222.0K
Ipswich Investment Management Co., Inc.1,065$221.0K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,063$221.0K
Abacus Planning Group, Inc.1,059$220.0K
Riverpoint Wealth Management Holdings, LLC1,055$220.0K
Gradient Capital Advisors, LLC1,059$220.0K
Ifrah Financial Services, Inc.1,050$218.0K
Cedar Brook Financial Partners, LLC1,049$218.0K
Sunburst Financial Group, LLC1,046$218.0K
Mizuho Securities USA LLC1,043$217.0K
KCS Wealth Advisory1,034$215.0K
Fenimore Asset Management Inc1,030$214.0K
Concorde Asset Management, LLC1,021$213.0K
Wealth Advisors, Inc.1,100$211.0K
Camden National Bank1,010$210.0K
Engrave Wealth Partners LLC1,009$210.0K
Mattern Wealth Management LLC993$209.0K

Not filed for Q3 2021 yet (30)

Institutions that held United Parcel Service Inc at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPS in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Marathon Asset Management LLP507,574$105.6M
Pictet Asset Management Ltd336,077$69.9M
Smith Asset Management Group LP238,050$49.5M
Badgley Phelps & Bell Inc172,944$36.0M
Kimelman & Baird, LLC143,594$29.9M
Pinnacle Wealth Advisors92,878$19.3M
First Horizon Corp51,091$10.6M
Usca Ria LLC37,215$7.74M
QS Investors, LLC35,415$7.37M
Allegiant Private Advisors, LLC34,589$7.19M
Bel Air Investment Advisors LLC19,772$4.11M
MACRO Consulting Group12,252$2.55M
Financial Consulate Inc.9,270$1.93M
CWM, LLC6,901$1.44M
San Francisco Sentry Investment Group (Ca)4,388$913.0K
GoalVest Advisory LLC4,244$883.0K
Nachman Norwood & Parrott, Inc2,453$510.0K
Western Wealth Management, LLC2,390$495.0K
Baker Boyer National Bank2,536$463.0K
PNC Managed Account Solutions, Inc.1,497$311.0K
Princeton Portfolio Strategies Group LLC1,285$267.0K
Castleview Partners, LLC1,274$265.0K
CWS Financial Advisors, LLC1,250$260.0K
Strategic Wealth Management Group, LLC1,168$243.0K
Glenview State Bank Trust Dept.968$201.0K
Horan Securities, Inc.958$199.0K
Cowen Prime Services LLC300$62.0K
Hoover Financial Advisors, Inc.114$24.0K
FormulaFolio Investments, LLC85$18.0K
Elmwood Wealth Management, Inc.68$14.0K