United Parcel Service Inc

UPS

Exchange: NYSE
Industry: Trucking & Courier Services (No Air)
SEC CIK: 0001090727

SEC filings (opens in a new tab)

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, Q3 2021

Institutional positions in United Parcel Service Inc as of Sep 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: 1,984; −4 vs. Q2 2021
Shares held: 503.4M; +1.91M (+0.4%) vs. Q2 2021
Total value: $91.7B; −$12.5B (−12.0%) vs. Q2 2021
New holders: 125; 883 more added
Sold out: 129; 723 more reduced

30 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,984 institutions

Value heldQ3 2021: $91.7B

Institutions holding UPS and their total value by quarter
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, Q3 2021

Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q2 2021.

Institutions holding UPS in Q3 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
WestEnd Advisors, LLC	–	$546	0.00%	–	–
Lloyd Advisory Services, LLC.	7	$1.00K	0.00%	−17−70.8%	Reduced
Transamerica Financial Advisors, Inc.	4	$1.00K	0.03%	00.0%	Unchanged
Emerson Wealth Management, LLC	5	$1.00K	0.00%	+5	New
PFG Private Wealth Management, LLC	5	$1.00K	0.00%	+5	New
Cordant, Inc.	5	$1.00K	0.00%	+5	New
Addison Advisors LLC	6	$1.00K	0.00%	+6	New
Endurance Wealth Management, Inc.	10	$2.00K	0.00%	−40−80.0%	Reduced
Ironwood Financial, llc	10	$2.00K	0.00%	00.0%	Unchanged
Kozak & Associates, Inc.	10	$2.00K	0.00%	+10	New
Advanced Research Investment Solutions, LLC	12	$2.19K	0.00%	00.0%	Unchanged
Globeflex Capital L P	16	$3.00K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	15	$3.00K	0.00%	00.0%	Unchanged
Savior LLC	23	$4.00K	0.00%	−47−67.1%	Reduced
Red Cedar Capital, LLC	23	$4.00K	0.00%	00.0%	Unchanged
Filbrandt Wealth Management, LLC	20	$4.00K	0.00%	00.0%	Unchanged
Hoese & Co LLP	20	$4.00K	0.00%	00.0%	Unchanged
Eukles Asset Management	30	$5.00K	0.00%	−626−95.4%	Reduced
Lowe Wealth Advisors, LLC	25	$5.00K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	26	$5.00K	0.00%	00.0%	Unchanged
Barnett & Company, Inc.	28	$5.00K	0.00%	+28	New
Newton One Investments LLC	29	$5.00K	0.00%	+29	New
Optiver Holding B.V.	28	$5.00K	0.00%	+28	New
Core Wealth Advisors, Inc.	31	$6.00K	0.00%	−50−61.7%	Reduced
Baldrige Asset Management LLC	31	$6.00K	0.00%	00.0%	Unchanged
Thomas J. Herzfeld Advisors, Inc.	34	$6.00K	0.00%	+12+54.5%	Added
Cranbrook Wealth Management, LLC	35	$6.00K	0.00%	+35	New
O'Dell Group, LLC	31	$6.00K	0.00%	+31	New
Winch Advisory Services, LLC	41	$7.00K	0.00%	00.0%	Unchanged
Retirement Group, LLC	40	$7.00K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	41	$7.00K	0.01%	00.0%	Unchanged
Halpern Financial, Inc.	40	$7.28K	0.00%	−42−51.2%	Reduced
Carolina Wealth Advisors, LLC	50	$9.00K	0.01%	−58−53.7%	Reduced
Cedar Mountain Advisors, LLC	51	$9.00K	0.00%	00.0%	Unchanged
True Link Financial Advisors, LLC	51	$9.00K	0.00%	00.0%	Unchanged
Ritter Daniher Financial Advisory, LLC	50	$9.00K	0.01%	00.0%	Unchanged
Rational Advisors LLC	53	$10.0K	0.00%	+53	New
Gladius Capital Management LP	51	$10.0K	0.01%	+51	New
Rocky Mountain Advisers, LLC	60	$11.0K	0.01%	00.0%	Unchanged
Centerpoint Advisors, LLC	60	$11.0K	0.01%	00.0%	Unchanged
Disciplined Investments, LLC	58	$11.0K	0.01%	00.0%	Unchanged
Healthcare of Ontario Pension Plan Trust Fund	70	$13.0K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	75	$14.0K	0.00%	00.0%	Unchanged
Moser Wealth Advisors, LLC	79	$14.0K	0.01%	00.0%	Unchanged
Sage Private Wealth Group, LLC	80	$15.0K	0.02%	00.0%	Unchanged
Laurel Wealth Planning LLC	85	$15.0K	0.01%	+85	New
Marquette Asset Management, LLC	90	$16.0K	0.00%	00.0%	Unchanged
Red Tortoise LLC	97	$16.0K	0.01%	+97	New
Evolution Wealth Advisors, LLC	92	$17.0K	0.00%	00.0%	Unchanged
Advocacy Wealth Management Services, LLC	100	$18.0K	0.00%	−73−42.2%	Reduced
AllSquare Wealth Management LLC	100	$18.0K	0.01%	00.0%	Unchanged
Better Money Decisions, LLC	101	$18.0K	0.01%	00.0%	Unchanged
Walled Lake Planning & Wealth Management, LLC	105	$19.0K	0.01%	−62−37.1%	Reduced
Consolidated Planning Corp	112	$20.0K	0.01%	+112	New
Pacific Center for Financial Services	115	$21.0K	0.01%	+1+0.9%	Added
Enterprise Trust & Investment Co	117	$21.0K	0.01%	00.0%	Unchanged
Syverson Strege & Co	115	$21.0K	0.02%	+115	New
JJJ Advisors Inc.	121	$22.0K	0.01%	+16+15.2%	Added
Ten Capital Wealth Advisors, LLC	128	$23.0K	0.01%	00.0%	Unchanged
CVA Family Office, LLC	142	$24.0K	0.02%	−730−83.7%	Reduced
Atwood & Palmer Inc	133	$24.0K	0.00%	+117+731.3%	Added
Kelly Financial Services LLC	137	$24.9K	0.01%	−28,201−99.5%	Reduced
Johnson Midwest Financial, LLC	137	$25.0K	0.02%	+1+0.7%	Added
Hoey Investments, Inc	145	$26.0K	0.01%	00.0%	Unchanged
Focused Wealth Management, Inc	148	$27.0K	0.00%	−552−78.9%	Reduced
Arcadia Investment Management Corp	150	$27.0K	0.00%	−38−20.2%	Reduced
AlphaMark Advisors, LLC	150	$27.0K	0.01%	00.0%	Unchanged
PrairieView Partners, LLC	150	$27.0K	0.00%	+150	New
IMA Wealth, Inc.	154	$28.0K	0.01%	00.0%	Unchanged
Cordasco Financial Network	155	$28.0K	0.02%	00.0%	Unchanged
Kelly Lawrence W & Associates Inc	165	$30.0K	0.01%	00.0%	Unchanged
Carderock Capital Management Inc	167	$30.0K	0.01%	+167	New
RPG Investment Advisory, LLC	175	$32.0K	0.01%	00.0%	Unchanged
Corbenic Partners LLC	177	$32.0K	0.01%	+20+12.7%	Added
Bogart Wealth, LLC	177	$32.0K	0.00%	+43+32.1%	Added
BDO Wealth Advisors, LLC	186	$34.0K	0.00%	−56−23.1%	Reduced
Duncker Streett & Co Inc	185	$34.0K	0.01%	00.0%	Unchanged
PSI Advisors, LLC	186	$34.0K	0.02%	+186	New
Bell Investment Advisors, Inc	186	$34.0K	0.01%	+186	New
Resolute Partners Group	193	$35.0K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	191	$35.0K	0.01%	00.0%	Unchanged
West Financial Advisors, LLC	200	$36.0K	0.01%	00.0%	Unchanged
Rockbridge Investment Management, LCC	204	$37.0K	0.01%	00.0%	Unchanged
Robbins Farley LLC	202	$37.0K	0.03%	00.0%	Unchanged
Jackson Wealth Management, LLC	18,720	$38.0K	0.46%	+387+2.1%	Added
McCarthy Asset Management, Inc.	210	$38.0K	0.03%	00.0%	Unchanged
HC Financial Advisors Inc	215	$39.0K	0.02%	00.0%	Unchanged
American Research & Management Co.	212	$39.0K	0.01%	00.0%	Unchanged
Annapolis Financial Services, LLC	220	$40.0K	0.01%	00.0%	Unchanged
West Oak Capital, LLC	227	$41.0K	0.02%	00.0%	Unchanged
Westside Investment Management, Inc.	251	$45.0K	0.00%	+20+8.7%	Added
Vectors Research Management, LLC	255	$46.0K	0.01%	00.0%	Unchanged
RWM Asset Management, LLC	258	$47.0K	0.01%	+258	New
M&R Capital Management Inc	267	$48.0K	0.01%	00.0%	Unchanged
MBM Wealth Consultants, LLC	263	$48.0K	0.02%	00.0%	Unchanged
Arlington Partners LLC	264	$48.0K	0.01%	+264	New
Piscataqua Savings Bank	268	$49.0K	0.04%	00.0%	Unchanged
Cypress Capital Management LLC (WY)	280	$51.0K	0.04%	00.0%	Unchanged
Financial Perspectives, Inc	293	$53.4K	0.03%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	300	$55.0K	0.02%	00.0%	Unchanged