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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meridian Financial Partners LLC | 6,746 | $1.23M | 0.82% | +8+0.1% | Added |
| Global Retirement Partners, LLC | 6,774 | $1.23M | 0.12% | −415−5.8% | Reduced |
| AdvisorNet Financial, Inc | 6,792 | $1.24M | 0.09% | −93−1.4% | Reduced |
| Edgestream Partners, L.P. | 6,811 | $1.24M | 0.08% | +6,811 | New |
| Arvest Bank Trust Division | 6,842 | $1.25M | 0.07% | +2,124+45.0% | Added |
| Old Dominion Capital Management Inc | 6,846 | $1.25M | 0.27% | −41−0.6% | Reduced |
| Corsicana & Co. | 6,860 | $1.25M | 0.80% | +169+2.5% | Added |
| Washburn Capital Management, Inc. | 6,870 | $1.25M | 0.82% | −275−3.8% | Reduced |
| Hodges Capital Management Inc. | 6,874 | $1.25M | 0.09% | −2,669−28.0% | Reduced |
| Private Wealth Strategies, L.L.C. | 6,878 | $1.25M | 0.32% | +36+0.5% | Added |
| Merit Financial Group, LLC | 6,897 | $1.26M | 0.13% | +26+0.4% | Added |
| Equitable Holdings, Inc. | 6,895 | $1.26M | 0.02% | +632+10.1% | Added |
| Fundamentun, LLC | 6,897 | $1.26M | 0.22% | +2,928+73.8% | Added |
| Ativo Capital Management LLC | 6,937 | $1.26M | 0.59% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 6,936 | $1.26M | 0.23% | +4,336+166.8% | Added |
| First Financial Bank - Trust Division | 6,946 | $1.26M | 0.14% | −143−2.0% | Reduced |
| TFG Advisers LLC | 6,951 | $1.27M | 0.61% | +483+7.5% | Added |
| Symmetry Partners, LLC | 7,056 | $1.27M | 0.08% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,000 | $1.27M | 0.10% | −115−1.6% | Reduced |
| Hartford Financial Management Inc. | 7,000 | $1.27M | 0.32% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 7,073 | $1.29M | 0.19% | +790+12.6% | Added |
| Coastal Investment Advisors, Inc. | 7,079 | $1.29M | 0.30% | −465−6.2% | Reduced |
| ACG Wealth | 7,107 | $1.29M | 0.17% | +14+0.2% | Added |
| Trust Co of Virginia | 7,134 | $1.30M | 0.14% | +172+2.5% | Added |
| Adams Chetwood Wealth Management LLC | 7,156 | $1.30M | 0.94% | +5+0.1% | Added |
| NEXT Financial Group, Inc | 7,152 | $1.30M | 0.10% | +163+2.3% | Added |
| Csenge Advisory Group | 7,216 | $1.31M | 0.11% | +87+1.2% | Added |
| IMS Capital Management | 7,231 | $1.32M | 0.76% | +10.0% | Added |
| Baker Tilly Wealth Management, LLC | 7,230 | $1.32M | 0.17% | +1,028+16.6% | Added |
| Greenleaf Trust | 7,244 | $1.32M | 0.02% | −137−1.9% | Reduced |
| Guardian Capital Advisors LP | 7,440 | $1.33M | 0.14% | −95−1.3% | Reduced |
| Patton Albertson Miller Group, LLC | 7,285 | $1.33M | 0.25% | −150−2.0% | Reduced |
| Amica Retiree Medical Trust | 7,307 | $1.33M | 1.20% | −1,267−14.8% | Reduced |
| First Dallas Securities Inc. | 7,331 | $1.33M | 0.92% | +915+14.3% | Added |
| Highland Capital Management, LLC | 7,342 | $1.34M | 0.08% | −561−7.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,355 | $1.34M | 0.48% | +20.0% | Added |
| Wealthspire Advisors, LLC | 7,372 | $1.34M | 0.03% | +5,506+295.1% | Added |
| AIMZ Investment Advisors, LLC | 7,375 | $1.34M | 0.61% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,383 | $1.34M | 0.17% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 7,388 | $1.34M | 0.21% | +739+11.1% | Added |
| Caldwell Trust Co | 7,418 | $1.35M | 0.17% | +1,330+21.8% | Added |
| Azzad Asset Management Inc | 7,458 | $1.36M | 0.20% | +265+3.7% | Added |
| American National Bank | 7,474 | $1.36M | 0.30% | +560+8.1% | Added |
| Ally Financial Inc. | 7,500 | $1.37M | 0.13% | +7,500 | New |
| Mark Sheptoff Financial Planning, LLC | 7,504 | $1.37M | 0.75% | −1,624−17.8% | Reduced |
| Cardan Capital Partners, LLC | 7,524 | $1.37M | 0.15% | +108+1.5% | Added |
| Leonteq Securities AG | 7,525 | $1.37M | 0.07% | −4,420−37.0% | Reduced |
| Meridian Wealth Management, LLC | 7,547 | $1.37M | 0.17% | −896−10.6% | Reduced |
| Mid Atlantic Financial Management Inc | 7,550 | $1.38M | 0.09% | +262+3.6% | Added |
| Financial Advocates Investment Management | 7,570 | $1.38M | 0.10% | −528−6.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,577 | $1.38M | 0.24% | −19,956−72.5% | Reduced |
| Hexagon Capital Partners LLC | 7,583 | $1.38M | 0.40% | +324+4.5% | Added |
| KMG Fiduciary Partners, LLC | 7,588 | $1.38M | 0.24% | −3,822−33.5% | Reduced |
| Duff & Phelps Investment Management Co | 7,605 | $1.39M | 0.02% | −165−2.1% | Reduced |
| SevenBridge Financial Group, LLC | 7,611 | $1.39M | 0.46% | −248−3.2% | Reduced |
| Tradewinds Capital Management, LLC | 7,627 | $1.39M | 0.24% | +10.0% | Added |
| Centaurus Financial, Inc. | 7,649 | $1.39M | 0.12% | −53−0.7% | Reduced |
| YorkBridge Wealth Partners, LLC | 7,730 | $1.41M | 0.35% | +691+9.8% | Added |
| JBJ Investment Partners, LLC | 7,761 | $1.41M | 0.29% | −20−0.3% | Reduced |
| Aevitas Wealth Management, Inc. | 7,769 | $1.42M | 0.90% | −87−1.1% | Reduced |
| Rossmore Private Capital | 7,784 | $1.42M | 0.24% | +65+0.8% | Added |
| Hancock Whitney Corp | 7,788 | $1.42M | 0.05% | −625−7.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,793 | $1.42M | 0.08% | −62−0.8% | Reduced |
| Burleson & Company, LLC | 7,799 | $1.42M | 0.21% | −50−0.6% | Reduced |
| Lincoln Capital LLC | 7,810 | $1.42M | 0.39% | −45−0.6% | Reduced |
| Soltis Investment Advisors LLC | 7,820 | $1.42M | 0.22% | +303+4.0% | Added |
| Duality Advisers, LP | 7,849 | $1.43M | 0.11% | −10,415−57.0% | Reduced |
| Constitution Capital LLC | 7,850 | $1.43M | 0.86% | −35−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,847 | $1.43M | 0.16% | +1,009+14.8% | Added |
| Thrive Capital Management, LLC | 7,854 | $1.43M | 1.06% | +353+4.7% | Added |
| International Assets Investment Management, LLC | 7,899 | $1.43M | 0.26% | +679+9.4% | Added |
| Bigelow Investment Advisors, LLC | 7,860 | $1.43M | 0.70% | −187−2.3% | Reduced |
| Castellan Group, LLC | 7,919 | $1.44M | 0.74% | −156−1.9% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 7,996 | $1.46M | 0.54% | −60−0.7% | Reduced |
| First United Bank Trust | 8,003 | $1.46M | 0.59% | −438−5.2% | Reduced |
| Baldwin Brothers Inc | 8,002 | $1.46M | 0.16% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.46M | 0.48% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 8,041 | $1.46M | 0.15% | −375−4.5% | Reduced |
| Resources Investment Advisors, LLC. | 8,050 | $1.47M | 0.06% | −1,014−11.2% | Reduced |
| Chatham Capital Group, Inc. | 8,100 | $1.48M | 0.28% | +235+3.0% | Added |
| Diligent Investors, LLC | 7,091 | $1.48M | 0.50% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 8,143 | $1.48M | 0.23% | +73+0.9% | Added |
| Spears Abacus Advisors LLC | 8,147 | $1.48M | 0.11% | +61+0.8% | Added |
| Central Bank & Trust Co | 8,166 | $1.49M | 0.24% | +456+5.9% | Added |
| Knuff & Co LLC | 8,172 | $1.49M | 0.56% | +2,524+44.7% | Added |
| Mutual Advisors, LLC | 8,193 | $1.49M | 0.09% | −489−5.6% | Reduced |
| HawsGoodwin Investment Management LLC | 8,228 | $1.50M | 0.45% | −68−0.8% | Reduced |
| First Mercantile Trust Co | 8,273 | $1.51M | 0.20% | −408−4.7% | Reduced |
| Essex Financial Services, Inc. | 8,307 | $1.51M | 0.17% | +3,467+71.6% | Added |
| Virtu Financial LLC | 8,327 | $1.52M | 0.13% | +8,327 | New |
| Alpha Omega Wealth Management LLC | 8,381 | $1.53M | 0.25% | −218−2.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,407 | $1.53M | 0.02% | −691−7.6% | Reduced |
| Balasa Dinverno & Foltz LLC | 8,409 | $1.53M | 0.11% | +1,188+16.5% | Added |
| Clearstead Advisors, LLC | 8,420 | $1.53M | 0.11% | −56−0.7% | Reduced |
| Fiduciary Trust Co | 8,505 | $1.55M | 0.03% | +532+6.7% | Added |
| Bayesian Capital Management, LP | 8,544 | $1.56M | 0.45% | +8,544 | New |
| Virtue Capital Management, LLC | 8,549 | $1.56M | 0.28% | +132+1.6% | Added |
| Vivid Financial Management, Inc. | 8,605 | $1.57M | 0.64% | −357−4.0% | Reduced |
| United Bank | 8,619 | $1.57M | 0.21% | 00.0% | Unchanged |
| CX Institutional | 8,617 | $1.57M | 0.13% | +7,260+535.0% | Added |