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 |
|---|---|---|---|---|---|
| Aull & Monroe Investment Management Corp | 15,296 | $2.79M | 1.37% | −150−1.0% | Reduced |
| Jump Financial, LLC | 15,316 | $2.79M | 0.20% | +15,316 | New |
| Toroso Investments, LLC | 15,341 | $2.79M | 0.10% | +3,879+33.8% | Added |
| Alta Capital Management LLC | 15,361 | $2.80M | 0.16% | −13,458−46.7% | Reduced |
| Cornerstone Investment Partners, LLC | 15,443 | $2.81M | 0.16% | −10,450−40.4% | Reduced |
| Jane Street Group, LLC | 15,450 | $2.81M | 0.01% | −11,078−41.8% | Reduced |
| Allstate Corp | 15,454 | $2.81M | 0.12% | −1,100−6.6% | Reduced |
| Sculati Wealth Management, LLC | 15,516 | $2.83M | 1.50% | +120+0.8% | Added |
| Exeter Financial, LLC | 15,555 | $2.83M | 1.69% | 00.0% | Unchanged |
| Nomura Holdings Inc | 15,503 | $2.84M | 0.02% | −759−4.7% | Reduced |
| Wedbush Securities Inc | 15,640 | $2.85M | 0.14% | −2,102−11.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 15,645 | $2.85M | 2.14% | −295−1.9% | Reduced |
| Cubist Systematic Strategies, LLC | 15,863 | $2.89M | 0.04% | −39,753−71.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 15,871 | $2.89M | 2.10% | −795−4.8% | Reduced |
| Rehmann Capital Advisory Group | 15,877 | $2.89M | 0.27% | +12,441+362.1% | Added |
| Assenagon Asset Management S.A. | 15,900 | $2.90M | 0.01% | −822−4.9% | Reduced |
| Silvercrest Asset Management Group LLC | 15,938 | $2.90M | 0.02% | +1,465+10.1% | Added |
| Harbour Investment Management LLC | 15,989 | $2.91M | 1.48% | −1,718−9.7% | Reduced |
| Sovarnum Capital L.P. | 16,000 | $2.91M | 2.75% | −500−3.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 16,139 | $2.94M | 0.57% | −89−0.5% | Reduced |
| Panagora Asset Management Inc | 16,150 | $2.94M | 0.02% | −45,589−73.8% | Reduced |
| Skylands Capital, LLC | 16,180 | $2.95M | 0.36% | −25−0.2% | Reduced |
| Verdence Capital Advisors LLC | 16,186 | $2.95M | 0.39% | +97+0.6% | Added |
| Searle & Co. | 16,250 | $2.96M | 1.21% | 00.0% | Unchanged |
| Lido Advisors, LLC | 16,258 | $2.96M | 0.07% | +3,066+23.2% | Added |
| Johnson Financial Group, Inc. | 16,385 | $2.98M | 0.20% | −280−1.7% | Reduced |
| South State Corp. | 16,410 | $2.99M | 0.25% | −909−5.2% | Reduced |
| Canandaigua National Corp | 16,509 | $3.01M | 0.49% | −200−1.2% | Reduced |
| Auxier Asset Management | 16,506 | $3.01M | 0.51% | −74−0.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 16,572 | $3.02M | 0.71% | +2,719+19.6% | Added |
| World Asset Management Inc | 16,591 | $3.02M | 0.30% | −1,075−6.1% | Reduced |
| PFG Advisors | 16,625 | $3.03M | 0.34% | +162+1.0% | Added |
| First Horizon Advisors, Inc. | 16,660 | $3.03M | 0.10% | +13,550+435.7% | Added |
| Ethic Inc. | 16,731 | $3.05M | 0.31% | +2,688+19.1% | Added |
| Intrepid Capital Management Inc | 16,790 | $3.06M | 1.51% | 00.0% | Unchanged |
| Miller Investment Management, LP | 16,859 | $3.07M | 0.53% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 16,949 | $3.09M | 0.67% | +5,001+41.9% | Added |
| Pensionfund Sabic | 17,000 | $3.10M | 0.65% | +17,000 | New |
| Great Lakes Advisors, LLC | 17,041 | $3.10M | 0.05% | −185−1.1% | Reduced |
| Proquility Private Wealth Partners, LLC | 17,281 | $3.15M | 1.19% | +209+1.2% | Added |
| Quantitative Investment Management, LLC | 17,326 | $3.15M | 0.29% | −23,547−57.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 17,353 | $3.16M | 1.63% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 17,490 | $3.19M | 1.98% | −94−0.5% | Reduced |
| New England Investment & Retirement Group, Inc. | 17,556 | $3.20M | 0.74% | +252+1.5% | Added |
| Motley Fool Wealth Management, LLC | 17,604 | $3.21M | 0.14% | +831+5.0% | Added |
| Freestone Capital Holdings, LLC | 17,637 | $3.21M | 0.16% | +699+4.1% | Added |
| Monument Capital Management | 17,699 | $3.22M | 1.10% | +285+1.6% | Added |
| Everence Capital Management Inc | 17,705 | $3.22M | 0.26% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 17,975 | $3.27M | 0.03% | +1,900+11.8% | Added |
| Colony Group LLC | 18,118 | $3.30M | 0.06% | +100+0.6% | Added |
| Cardinal Capital Management | 18,121 | $3.30M | 0.71% | +70.0% | Added |
| Stonnington Group, LLC | 18,000 | $3.30M | 0.74% | −4,475−19.9% | Reduced |
| McDonald Partners LLC | 18,199 | $3.31M | 0.78% | +268+1.5% | Added |
| Redpoint Investment Management Pty Ltd | 18,373 | $3.35M | 0.29% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 18,423 | $3.35M | 2.05% | +40.0% | Added |
| Farr Miller & Washington LLC | 18,431 | $3.36M | 0.22% | +55+0.3% | Added |
| Anderson Hoagland & Co | 18,458 | $3.36M | 0.43% | −194−1.0% | Reduced |
| Aspire Private Capital, LLC | 18,512 | $3.37M | 1.13% | +736+4.1% | Added |
| Strategic Wealth Advisors Group, LLC | 18,488 | $3.38M | 0.17% | −3,208−14.8% | Reduced |
| We Are One Seven, LLC | 15,876 | $3.39M | 0.43% | +894+6.0% | Added |
| Avitas Wealth Management LLC | 18,969 | $3.45M | 0.63% | −317−1.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 19,023 | $3.46M | 0.37% | +197+1.0% | Added |
| Members Capital Advisors Inc | 19,097 | $3.48M | 1.89% | 00.0% | Unchanged |
| Premier Asset Management LLC | 19,170 | $3.49M | 0.48% | +7,738+67.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 19,376 | $3.53M | 0.22% | −1,800−8.5% | Reduced |
| Twin Lakes Capital Management, LLC | 19,467 | $3.54M | 2.08% | +26+0.1% | Added |
| Twin Capital Management Inc | 19,481 | $3.55M | 0.36% | −18,456−48.6% | Reduced |
| Boyar Asset Management Inc. | 19,489 | $3.55M | 2.34% | −99−0.5% | Reduced |
| Vestcor Inc | 19,617 | $3.57M | 0.13% | −1,411−6.7% | Reduced |
| Heritage Trust Co | 19,678 | $3.58M | 0.50% | +1,405+7.7% | Added |
| Arden Trust Co | 19,719 | $3.59M | 0.61% | −212−1.1% | Reduced |
| Butensky & Cohen Financial Security, Inc | 19,924 | $3.63M | 1.44% | +322+1.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 19,983 | $3.64M | 0.18% | −485−2.4% | Reduced |
| Hoylecohen, LLC | 19,986 | $3.64M | 0.35% | +871+4.6% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $3.64M | 0.78% | 00.0% | Unchanged |
| Bronson Point Management LLC | 20,000 | $3.64M | 1.59% | +20,000 | New |
| Focus Financial Network, Inc. | 20,034 | $3.65M | 0.49% | +897+4.7% | Added |
| Palisade Asset Management, LLC | 20,098 | $3.66M | 0.45% | −24−0.1% | Reduced |
| Rowland & Co Investment Counsel | 32,920 | $3.66M | 1.24% | −549−1.6% | Reduced |
| Cypress Asset Management Inc | 20,137 | $3.67M | 0.95% | +70+0.3% | Added |
| Roundview Capital LLC | 20,156 | $3.67M | 0.40% | −80.0% | Reduced |
| Pathstone Family Office, LLC | 20,170 | $3.67M | 0.11% | +6,387+46.3% | Added |
| Perkins Coie Trust Co | 20,218 | $3.68M | 1.15% | +407+2.1% | Added |
| Girard Partners Ltd. | 20,243 | $3.69M | 0.47% | +206+1.0% | Added |
| Atwater Malick LLC | 20,255 | $3.69M | 1.95% | +1,405+7.5% | Added |
| Nicholas Hoffman & Company, LLC. | 20,445 | $3.72M | 0.65% | +28+0.1% | Added |
| IBM Retirement Fund | 20,463 | $3.73M | 0.29% | +41+0.2% | Added |
| Sumitomo Life Insurance Co | 20,468 | $3.73M | 0.10% | −806−3.8% | Reduced |
| Madison Wealth Management | 20,592 | $3.75M | 0.82% | +136+0.7% | Added |
| Old Point Trust & Financial Services N A | 20,765 | $3.78M | 1.69% | −300−1.4% | Reduced |
| Laurel Wealth Advisors LLC | 20,799 | $3.79M | 0.86% | −124−0.6% | Reduced |
| Inlet Private Wealth, LLC | 20,811 | $3.79M | 1.02% | 00.0% | Unchanged |
| Columbia Asset Management | 20,923 | $3.81M | 0.84% | +1,793+9.4% | Added |
| Kinneret Advisory, LLC | 21,176 | $3.86M | 0.45% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 21,296 | $3.88M | 0.21% | −580−2.7% | Reduced |
| Physicians Financial Services, Inc. | 21,369 | $3.89M | 1.58% | +963+4.7% | Added |
| Investment Management of Virginia LLC | 21,453 | $3.91M | 0.75% | −657−3.0% | Reduced |
| Intersect Capital LLC | 21,453 | $3.91M | 0.67% | −202−0.9% | Reduced |
| Azimuth Capital Management LLC | 21,546 | $3.92M | 0.17% | +435+2.1% | Added |
| Sterling Investment Advisors, Ltd. | 21,589 | $3.93M | 1.17% | +73+0.3% | Added |