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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 12,011 | $2.19M | 0.95% | −1,840−13.3% | Reduced |
| GHP Investment Advisors, Inc. | 12,016 | $2.19M | 0.17% | −60.0% | Reduced |
| Neville Rodie & Shaw Inc | 12,062 | $2.20M | 0.17% | −125−1.0% | Reduced |
| SWS Partners | 12,158 | $2.21M | 1.37% | +29+0.2% | Added |
| Granite Investment Partners, LLC | 12,163 | $2.21M | 0.07% | −30−0.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,169 | $2.22M | 0.73% | −194−1.6% | Reduced |
| Altium Wealth Management LLC | 12,169 | $2.22M | 0.16% | +210+1.8% | Added |
| Am Investment Strategies LLC | 12,180 | $2.22M | 0.58% | +132+1.1% | Added |
| Central Trust Co | 12,257 | $2.23M | 0.08% | −462−3.6% | Reduced |
| Fayez Sarofim & Co | 12,266 | $2.23M | 0.01% | −1,573−11.4% | Reduced |
| Homrich & Berg | 12,266 | $2.23M | 0.05% | +511+4.3% | Added |
| Fulton Bank, N.A. | 12,282 | $2.24M | 0.10% | +82+0.7% | Added |
| AlphaCrest Capital Management LLC | 12,319 | $2.24M | 0.12% | −9,806−44.3% | Reduced |
| Seeyond | 12,339 | $2.25M | 0.22% | −5,042−29.0% | Reduced |
| Wetherby Asset Management Inc | 12,333 | $2.25M | 0.14% | +139+1.1% | Added |
| Kiley Juergens Wealth Management, LLC | 12,362 | $2.25M | 0.99% | −37−0.3% | Reduced |
| Fulcrum Asset Management LLP | – | $2.26M | 1.12% | – | – |
| Ashton Thomas Private Wealth, LLC | 12,480 | $2.27M | 0.33% | +3,251+35.2% | Added |
| Trust Co of Vermont | 12,522 | $2.28M | 0.16% | +194+1.6% | Added |
| Foster Victor Wealth Advisors, LLC | 12,547 | $2.29M | 0.37% | +620+5.2% | Added |
| IndexIQ Advisors LLC | 12,559 | $2.29M | 0.08% | +643+5.4% | Added |
| Patriot Investment Management Inc. | 12,581 | $2.29M | 0.21% | +264+2.1% | Added |
| Excalibur Management Corp | 12,605 | $2.29M | 1.01% | +420+3.4% | Added |
| Deseret Mutual Benefit Administrators | 12,657 | $2.31M | 0.42% | +10,717+552.4% | Added |
| Optimum Investment Advisors | 12,666 | $2.31M | 0.97% | −1,173−8.5% | Reduced |
| Carroll Financial Associates, Inc. | 12,683 | $2.31M | 0.13% | −1,028−7.5% | Reduced |
| Stanley-Laman Group, Ltd. | 12,748 | $2.32M | 0.30% | +922+7.8% | Added |
| Mengis Capital Management, Inc. | 12,783 | $2.33M | 0.49% | +77+0.6% | Added |
| Snowden Capital Advisors LLC | 12,790 | $2.33M | 0.12% | +598+4.9% | Added |
| Benedetti & Gucer, Inc. | 12,797 | $2.33M | 1.77% | −14−0.1% | Reduced |
| Capital Insight Partners, LLC | 12,800 | $2.33M | 0.51% | −287−2.2% | Reduced |
| Venture Visionary Partners LLC | 12,710 | $2.33M | 0.17% | +720+6.0% | Added |
| TrimTabs Asset Management, LLC | 12,409 | $2.33M | 1.13% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 12,848 | $2.34M | 0.07% | +1,210+10.4% | Added |
| Loudon Investment Management, LLC | 12,879 | $2.35M | 1.67% | −460−3.4% | Reduced |
| Comerica Securities,inc. | 12,884 | $2.35M | 0.17% | +72+0.6% | Added |
| Truvestments Capital LLC | 12,902 | $2.35M | 1.30% | +429+3.4% | Added |
| Whittier Trust Co of Nevada Inc | 12,996 | $2.37M | 0.10% | +90+0.7% | Added |
| Forte Capital LLC | 13,048 | $2.38M | 0.32% | +883+7.3% | Added |
| Great Valley Advisor Group, Inc. | 13,126 | $2.39M | 0.16% | +220+1.7% | Added |
| Stonebridge Capital Advisors LLC | 13,172 | $2.40M | 0.29% | +396+3.1% | Added |
| Wimmer Associates 1, LLC | 13,231 | $2.41M | 1.43% | +620+4.9% | Added |
| Gladstone Institutional Advisory LLC | 13,334 | $2.43M | 0.24% | −1,400−9.5% | Reduced |
| Institute for Wealth Management, LLC. | 13,346 | $2.43M | 0.43% | −40.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 13,366 | $2.43M | 1.75% | +28+0.2% | Added |
| Phoenix Wealth Advisors | 13,395 | $2.44M | 1.82% | +56+0.4% | Added |
| SeaBridge Investment Advisors LLC | 13,412 | $2.44M | 0.80% | −20.0% | Reduced |
| Laffer Tengler Investments | 13,456 | $2.45M | 0.71% | +2,935+27.9% | Added |
| Addison Capital Co | 13,466 | $2.45M | 1.14% | −25−0.2% | Reduced |
| Ellsworth Advisors, LLC | 13,470 | $2.45M | 1.12% | +2,863+27.0% | Added |
| Court Place Advisors, LLC | 13,535 | $2.46M | 0.73% | +153+1.1% | Added |
| Van Eck Associates Corp | 13,616 | $2.48M | 0.01% | +271+2.0% | Added |
| Jacobi Capital Management LLC | 13,620 | $2.48M | 0.32% | +273+2.0% | Added |
| CAPROCK Group, Inc. | 13,639 | $2.48M | 0.22% | +736+5.7% | Added |
| Camden Capital, LLC | 13,660 | $2.49M | 0.50% | +786+6.1% | Added |
| Horst & Graben Wealth Management LLC | 13,718 | $2.50M | 0.69% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 13,721 | $2.50M | 0.11% | +1,004+7.9% | Added |
| Garner Asset Management Corp | 13,824 | $2.52M | 1.18% | −18−0.1% | Reduced |
| Bristlecone Advisors, LLC | 13,835 | $2.52M | 0.33% | −300−2.1% | Reduced |
| SkyOak Wealth, LLC | 13,861 | $2.52M | 0.68% | −9−0.1% | Reduced |
| Lincoln National Corp | 13,871 | $2.53M | 0.06% | −133−0.9% | Reduced |
| Arjuna Capital | 13,906 | $2.53M | 1.03% | +6,236+81.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,100 | $2.53M | 1.02% | +489+4.2% | Added |
| Princeton Global Asset Management LLC | 13,944 | $2.54M | 0.77% | +239+1.7% | Added |
| BFSG, LLC | 13,989 | $2.55M | 0.39% | +98+0.7% | Added |
| Slow Capital, Inc. | 13,992 | $2.55M | 0.47% | −33−0.2% | Reduced |
| JustInvest LLC | 13,993 | $2.55M | 0.23% | +836+6.4% | Added |
| Capital Investment Advisory Services, LLC | 14,048 | $2.56M | 0.32% | −733−5.0% | Reduced |
| Trust Co of Toledo NA | 14,064 | $2.56M | 0.42% | −64−0.5% | Reduced |
| Wakefield Asset Management LLLP | 14,114 | $2.57M | 0.97% | +201+1.4% | Added |
| Douglass Winthrop Advisors, LLC | 14,185 | $2.58M | 0.06% | 00.0% | Unchanged |
| Alps Advisors Inc | 14,262 | $2.60M | 0.03% | +1,282+9.9% | Added |
| Bessemer Group Inc | 14,315 | $2.61M | 0.01% | +1,848+14.8% | Added |
| Brooks, Moore & Associates, Inc. | 14,334 | $2.61M | 1.71% | +1,185+9.0% | Added |
| Harbour Investments, Inc. | 14,338 | $2.61M | 0.08% | −667−4.4% | Reduced |
| Advisory Services & Investments, LLC | 14,342 | $2.61M | 1.71% | +14,342 | New |
| CAMG Solamere Management, LLC | 14,425 | $2.63M | 2.16% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 14,429 | $2.63M | 0.09% | +530+3.8% | Added |
| Spire Wealth Management | 14,471 | $2.63M | 0.07% | +858+6.3% | Added |
| Shoker Investment Counsel, Inc. | 14,483 | $2.64M | 1.31% | −272−1.8% | Reduced |
| Paradigm Asset Management Co LLC | 14,500 | $2.64M | 0.72% | −800−5.2% | Reduced |
| Bell Bank | 14,524 | $2.65M | 0.33% | −25,491−63.7% | Reduced |
| NewSquare Capital LLC | 14,674 | $2.67M | 0.31% | +665+4.7% | Added |
| Pure Financial Advisors, Inc. | 14,703 | $2.68M | 0.21% | +40.0% | Added |
| Tealwood Asset Management Inc | 14,710 | $2.68M | 1.08% | +14,710 | New |
| Waller Financial Planning Group, Inc | 14,715 | $2.68M | 0.71% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 14,740 | $2.68M | 0.11% | +520+3.7% | Added |
| WealthTrust Asset Management, LLC | 14,819 | $2.70M | 2.40% | +9+0.1% | Added |
| Charter Research & Investment Group, Inc. | 14,820 | $2.70M | 2.24% | +95+0.6% | Added |
| New England Research & Management, Inc. | 14,830 | $2.70M | 1.41% | −50−0.3% | Reduced |
| Bank of the West | 14,859 | $2.71M | 0.28% | +2,477+20.0% | Added |
| Mechanics Bank Trust Department | 14,891 | $2.71M | 0.44% | +406+2.8% | Added |
| American Portfolios Advisors | 14,916 | $2.72M | 0.10% | +4,391+41.7% | Added |
| Shorepoint Capital Partners LLC | 14,929 | $2.72M | 1.22% | +14,929 | New |
| Bonness Enterprises Inc | 14,950 | $2.72M | 1.39% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 14,998 | $2.73M | 0.35% | −605−3.9% | Reduced |
| Cohen Investment Advisors LLC | 15,039 | $2.74M | 2.10% | −30−0.2% | Reduced |
| Beech Hill Advisors, Inc. | 15,080 | $2.75M | 1.14% | +125+0.8% | Added |
| People's United Financial, Inc. | 15,162 | $2.76M | 0.06% | +870+6.1% | Added |
| Cresset Asset Management, LLC | 15,191 | $2.77M | 0.04% | −180−1.2% | Reduced |