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 |
|---|---|---|---|---|---|
| Hohimer Wealth Management, LLC | 8,652 | $1.57M | 0.33% | +44+0.5% | Added |
| SOA Wealth Advisors, LLC. | 8,683 | $1.58M | 0.41% | +48+0.6% | Added |
| Wolff Wiese Magana LLC | 8,707 | $1.59M | 1.12% | +251+3.0% | Added |
| Nwam LLC | 8,722 | $1.59M | 0.14% | +178+2.1% | Added |
| Raab & Moskowitz Asset Management LLC | 8,798 | $1.60M | 0.58% | 00.0% | Unchanged |
| SRB Corp | 8,806 | $1.60M | 0.10% | +607+7.4% | Added |
| Stevens Capital Management LP | 8,874 | $1.62M | 0.68% | +7,006+375.1% | Added |
| B. Riley Wealth Management, Inc. | 8,890 | $1.62M | 0.12% | +8,890 | New |
| Keystone Financial Group | 8,907 | $1.62M | 0.29% | +40+0.5% | Added |
| Pegasus Partners Ltd. | 8,919 | $1.62M | 0.29% | −1,131−11.3% | Reduced |
| Empirical Finance, LLC | 8,934 | $1.63M | 0.25% | +536+6.4% | Added |
| Gratus Capital LLC | 8,958 | $1.63M | 0.18% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 8,975 | $1.63M | 0.17% | −837−8.5% | Reduced |
| Keeler Thomas Management LLC | 8,976 | $1.63M | 0.78% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 9,066 | $1.65M | 1.43% | +9,066 | New |
| Enterprise Financial Services Corp | 9,121 | $1.66M | 0.21% | +8,343+1,072.4% | Added |
| SeaCrest Wealth Management, LLC | 9,141 | $1.67M | 0.20% | −4,026−30.6% | Reduced |
| Taylor Hoffman Wealth Management | 9,185 | $1.67M | 0.72% | +77+0.8% | Added |
| Tokio Marine Asset Management Co Ltd | 9,158 | $1.67M | 0.15% | +89+1.0% | Added |
| WT Wealth Management | 9,172 | $1.67M | 0.64% | +1,703+22.8% | Added |
| Access Financial Services, Inc. | 9,204 | $1.68M | 0.76% | −843−8.4% | Reduced |
| Financial Consulate, Inc | 9,221 | $1.68M | 0.61% | −49−0.5% | Reduced |
| Coastline Trust Co | 9,255 | $1.69M | 0.21% | −35−0.4% | Reduced |
| Moloney Securities Asset Management, LLC | 9,254 | $1.69M | 0.31% | +30+0.3% | Added |
| Pacific Global Investment Management CO | 9,296 | $1.69M | 0.34% | +10.0% | Added |
| Hilltop Holdings Inc. | 9,343 | $1.70M | 0.19% | −2,934−23.9% | Reduced |
| Dean Investment Associates, LLC | 9,370 | $1.71M | 0.32% | +183+2.0% | Added |
| Cunning Capital Partners, LP | 9,400 | $1.71M | 0.90% | 00.0% | Unchanged |
| Simmons Bank | 9,416 | $1.72M | 0.12% | −1,478−13.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,442 | $1.72M | 0.03% | −336−3.4% | Reduced |
| Financial Architects, Inc | 9,537 | $1.74M | 0.25% | +138+1.5% | Added |
| BBVA USA | 9,552 | $1.74M | 0.10% | −530−5.3% | Reduced |
| Ascension Asset Management LLC | 9,566 | $1.74M | 1.14% | −50−0.5% | Reduced |
| Dynamic Advisor Solutions LLC | 9,644 | $1.76M | 0.13% | +390+4.2% | Added |
| Werlinich Asset Management, LLC | 9,645 | $1.76M | 1.42% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 9,651 | $1.76M | 0.03% | −900−8.5% | Reduced |
| Moneywise, Inc. | 9,713 | $1.77M | 1.15% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 9,754 | $1.78M | 1.08% | +212+2.2% | Added |
| Pitcairn Co | 9,773 | $1.78M | 0.12% | +5,136+110.8% | Added |
| Aberdeen Wealth Management LLC | 9,832 | $1.79M | 1.73% | −132−1.3% | Reduced |
| Chicago Trust Co NA | 9,842 | $1.79M | 0.39% | +55+0.6% | Added |
| JLB & Associates Inc | 9,869 | $1.80M | 0.29% | −1,650−14.3% | Reduced |
| Integrated Wealth Concepts LLC | 9,896 | $1.80M | 0.06% | +1,216+14.0% | Added |
| Modus Advisors, LLC | 9,914 | $1.80M | 0.78% | +325+3.4% | Added |
| Security National Trust Co | 8,720 | $1.81M | 0.42% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 10,000 | $1.82M | 0.23% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,080 | $1.83M | 0.07% | +47+0.5% | Added |
| AMG National Trust Bank | 10,106 | $1.84M | 0.06% | −790−7.3% | Reduced |
| Royal Fund Management, LLC | 10,116 | $1.84M | 0.30% | +62+0.6% | Added |
| Northwest & Ethical Investments L.P. | 10,217 | $1.86M | 0.06% | −372−3.5% | Reduced |
| Cypress Capital, LLC | 10,273 | $1.87M | 0.24% | +617+6.4% | Added |
| MD Financial Management Inc. | 10,330 | $1.88M | 0.05% | +1,342+14.9% | Added |
| BKD Wealth Advisors, LLC | 10,352 | $1.89M | 0.09% | +343+3.4% | Added |
| Bragg Financial Advisors, Inc | 10,420 | $1.90M | 0.12% | +1,930+22.7% | Added |
| Cornerstone Wealth Management, LLC | 10,460 | $1.91M | 0.20% | −716−6.4% | Reduced |
| EP Wealth Advisors, LLC | 10,479 | $1.91M | 0.05% | −1,114−9.6% | Reduced |
| Pensionfund DSM Netherlands | 10,500 | $1.91M | 0.24% | +10,500 | New |
| Hutner Capital Management Inc | 10,582 | $1.93M | 1.26% | −785−6.9% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 10,617 | $1.93M | 0.14% | −270−2.5% | Reduced |
| Profund Advisors LLC | 10,627 | $1.94M | 0.07% | +175+1.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 10,760 | $1.96M | 0.62% | −2,291−17.6% | Reduced |
| Moneta Group Investment Advisors LLC | 10,895 | $1.98M | 0.09% | −59−0.5% | Reduced |
| Decatur Capital Management, Inc. | 10,959 | $2.00M | 1.32% | −12,929−54.1% | Reduced |
| Sandy Spring Bank | 10,968 | $2.00M | 0.11% | −202−1.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,990 | $2.00M | 1.25% | −15−0.1% | Reduced |
| Norway Savings Bank | 10,992 | $2.00M | 0.94% | −194−1.7% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 11,000 | $2.00M | 1.50% | 00.0% | Unchanged |
| Gabelli Funds LLC | 11,050 | $2.01M | 0.01% | +1,050+10.5% | Added |
| Rockland Trust Co | 11,062 | $2.01M | 0.14% | +682+6.6% | Added |
| Howland Capital Management LLC | 11,208 | $2.04M | 0.11% | −600−5.1% | Reduced |
| Veriti Management LLC | 11,207 | $2.04M | 0.29% | +449+4.2% | Added |
| Gofen & Glossberg LLC | 11,220 | $2.04M | 0.05% | +241+2.2% | Added |
| O'Shaughnessy Asset Management, LLC | 11,226 | $2.04M | 0.04% | +481+4.5% | Added |
| Gamble Jones Investment Counsel | 11,228 | $2.04M | 0.13% | −150−1.3% | Reduced |
| Geneos Wealth Management Inc. | 11,273 | $2.05M | 0.08% | −207−1.8% | Reduced |
| True North Advisors, LLC | 11,245 | $2.05M | 0.40% | +1,175+11.7% | Added |
| Private Trust Co NA | 11,276 | $2.05M | 0.30% | +5,424+92.7% | Added |
| Logan Capital Management Inc | 11,300 | $2.06M | 0.10% | +344+3.1% | Added |
| Monarch Capital Management Inc | 11,321 | $2.06M | 0.57% | +1,125+11.0% | Added |
| TownSquare Capital, LLC | 11,339 | $2.06M | 0.06% | +9,944+712.8% | Added |
| Eudaimonia Partners, LLC | 11,468 | $2.09M | 0.38% | −444−3.7% | Reduced |
| Managed Account Services Inc | 11,509 | $2.10M | 0.55% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 11,539 | $2.10M | 0.07% | +7+0.1% | Added |
| Pendal Group Limited | 11,577 | $2.11M | 0.02% | +2,474+27.2% | Added |
| Old National Bancorp | 11,585 | $2.11M | 0.08% | +1,569+15.7% | Added |
| Arrow Financial Corp | 11,613 | $2.12M | 0.27% | −204−1.7% | Reduced |
| Sterneck Capital Management, LLC | 11,636 | $2.12M | 1.35% | −7−0.1% | Reduced |
| Avidian Wealth Solutions, LLC | 11,705 | $2.13M | 0.16% | +9,035+338.4% | Added |
| IFP Advisors, Inc | 11,753 | $2.14M | 0.04% | +2,320+24.6% | Added |
| Saturna Capital CORP | 11,752 | $2.14M | 0.04% | −140−1.2% | Reduced |
| Cox Capital Mgt LLC | 11,757 | $2.14M | 1.44% | +520+4.6% | Added |
| Carnegie Capital Asset Management, LLC | 11,687 | $2.14M | 0.08% | +252+2.2% | Added |
| Gifford Fong Associates | 11,800 | $2.15M | 0.42% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11,831 | $2.15M | 0.09% | −12,052−50.5% | Reduced |
| Transcend Wealth Collective, LLC | 9,912 | $2.16M | 0.19% | −84−0.8% | Reduced |
| Harrington Investments, INC | 11,876 | $2.16M | 1.25% | −1,787−13.1% | Reduced |
| Smith, Salley & Associates | 11,907 | $2.17M | 0.17% | +551+4.9% | Added |
| Illinois Municipal Retirement Fund | 11,924 | $2.17M | 0.08% | +1,517+14.6% | Added |
| Ieq Capital, LLC | 11,950 | $2.18M | 0.06% | +1,914+19.1% | Added |
| Schnieders Capital Management LLC | 11,976 | $2.18M | 0.59% | +2,991+33.3% | Added |