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 |
|---|---|---|---|---|---|
| Farmers National Bank | 23,404 | $3.94M | 1.57% | −1,202−4.9% | Reduced |
| Canal Capital Management, LLC | 21,721 | $3.96M | 1.13% | −320−1.5% | Reduced |
| Meeder Asset Management Inc | 21,740 | $3.96M | 0.21% | −7,373−25.3% | Reduced |
| Northwest Investment Counselors, LLC | 21,759 | $3.96M | 1.11% | −342−1.5% | Reduced |
| Good Life Advisors, LLC | 21,767 | $3.96M | 0.54% | +313+1.5% | Added |
| Brookstone Capital Management | 21,564 | $3.97M | 0.07% | +1,404+7.0% | Added |
| Summitry LLC | 21,881 | $3.98M | 0.25% | −420−1.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,887 | $3.99M | 0.06% | −201−0.9% | Reduced |
| Peapack Gladstone Financial Corp | 21,955 | $4.00M | 0.08% | +6,921+46.0% | Added |
| Fosun International Ltd | 22,046 | $4.01M | 0.21% | +2,906+15.2% | Added |
| Icon Wealth Partners, LLC | 22,101 | $4.03M | 0.43% | +2,605+13.4% | Added |
| Arabesque Asset Management Ltd | 22,188 | $4.04M | 1.35% | +22,188 | New |
| Tiaa, FSB | 22,216 | $4.04M | 0.01% | −449−2.0% | Reduced |
| Strategic Advisors LLC | 22,249 | $4.05M | 0.87% | +829+3.9% | Added |
| Sheets Smith Wealth Management | 22,335 | $4.07M | 0.55% | −221−1.0% | Reduced |
| Cigna Investments Inc | 22,407 | $4.08M | 0.31% | −230−1.0% | Reduced |
| Veritable, L.P. | 22,436 | $4.09M | 0.07% | +701+3.2% | Added |
| Brookmont Capital Management | 22,593 | $4.11M | 2.43% | −25−0.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 22,641 | $4.12M | 1.68% | +3,225+16.6% | Added |
| Hallmark Capital Management Inc | 22,726 | $4.14M | 0.36% | −13−0.1% | Reduced |
| Horan Capital Advisors, LLC. | 22,811 | $4.15M | 1.84% | +331+1.5% | Added |
| Adams Asset Advisors, LLC | 23,047 | $4.20M | 0.85% | −1,295−5.3% | Reduced |
| Corient Capital Partners, LLC | 23,210 | $4.23M | 0.31% | −1,182−4.8% | Reduced |
| Tower Research Capital LLC (TRC) | 23,351 | $4.25M | 0.11% | +4,090+21.2% | Added |
| Bowen Hanes & Co Inc | 23,403 | $4.26M | 0.13% | −194,027−89.2% | Reduced |
| Courier Capital LLC | 23,456 | $4.27M | 0.41% | +277+1.2% | Added |
| Sawyer & Company, Inc | 23,485 | $4.28M | 2.02% | +20+0.1% | Added |
| Myriad Asset Management Ltd. | 23,500 | $4.28M | 0.45% | 00.0% | Unchanged |
| Trexquant Investment LP | 23,687 | $4.31M | 0.34% | +23,687 | New |
| Blueshift Asset Management, LLC | 23,785 | $4.33M | 0.24% | −26,638−52.8% | Reduced |
| Valeo Financial Advisors, LLC | 23,834 | $4.34M | 0.25% | −689−2.8% | Reduced |
| Spectrum Management Group, LLC | 23,848 | $4.34M | 0.68% | +2,254+10.4% | Added |
| City Holding Co | 23,878 | $4.35M | 0.74% | +275+1.2% | Added |
| Antonetti Capital Management LLC | 23,941 | $4.36M | 3.55% | +23,941 | New |
| Kingsview Wealth Management, LLC | 24,112 | $4.39M | 0.21% | +2,239+10.2% | Added |
| North Star Asset Management Inc | 24,119 | $4.39M | 0.24% | −132−0.5% | Reduced |
| NewEdge Wealth, LLC | 24,127 | $4.39M | 0.26% | +1,019+4.4% | Added |
| Holloway Wealth Management, LLC | – | $4.40M | 1.34% | – | – |
| HighPoint Advisor Group LLC | 24,665 | $4.49M | 0.44% | −9,522−27.9% | Reduced |
| King Luther Capital Management Corp | 24,731 | $4.50M | 0.02% | −871−3.4% | Reduced |
| Avantax Advisory Services, Inc. | 24,864 | $4.53M | 0.08% | +5,769+30.2% | Added |
| Scopus Asset Management, L.P. | 25,000 | $4.55M | 0.11% | +25,000 | New |
| Associated Banc-Corp | 25,060 | $4.56M | 0.18% | −267−1.1% | Reduced |
| Frontier Wealth Management LLC | 25,124 | $4.58M | 0.32% | +704+2.9% | Added |
| Plimoth Trust Co LLC | 25,125 | $4.58M | 1.29% | −1,297−4.9% | Reduced |
| Papp L Roy & Associates | 25,173 | $4.58M | 0.58% | −955−3.7% | Reduced |
| Advisor Partners LLC | 25,181 | $4.58M | 0.31% | −996−3.8% | Reduced |
| Berger Financial Group, Inc | 25,208 | $4.59M | 0.83% | −167−0.7% | Reduced |
| Keating Investment Counselors Inc | 25,480 | $4.64M | 2.17% | −100−0.4% | Reduced |
| Heritage Way Advisors, LLC | 25,486 | $4.64M | 1.93% | +976+4.0% | Added |
| Kesler, Norman & Wride, LLC | 25,573 | $4.66M | 1.10% | +243+1.0% | Added |
| Captrust Financial Advisors | 25,586 | $4.66M | 0.04% | +3,097+13.8% | Added |
| Semmax Financial Advisors Inc. | 25,698 | $4.68M | 1.62% | −1,779−6.5% | Reduced |
| Fusion Capital, LLC | 25,877 | $4.71M | 2.79% | +485+1.9% | Added |
| Community Bank, N.A. | 26,094 | $4.75M | 0.58% | −904−3.3% | Reduced |
| Greenline Partners, LLC | 26,385 | $4.80M | 1.00% | +8,847+50.4% | Added |
| Clark Capital Management Group, Inc. | 26,405 | $4.81M | 0.07% | +4,821+22.3% | Added |
| Stratos Wealth Advisors, LLC | 26,499 | $4.83M | 0.41% | −2,670−9.2% | Reduced |
| Surevest, LLC | 26,529 | $4.83M | 1.22% | +1,157+4.6% | Added |
| Park National Corp | 26,609 | $4.85M | 0.20% | −578−2.1% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 26,706 | $4.86M | 0.01% | −713−2.6% | Reduced |
| Benin Management CORP | 26,750 | $4.87M | 1.55% | 00.0% | Unchanged |
| Independent Investors Inc | 26,811 | $4.88M | 1.21% | 00.0% | Unchanged |
| Farmers Trust Co | 26,980 | $4.90M | 1.09% | +188+0.7% | Added |
| Point72 Hong Kong Ltd | 26,917 | $4.90M | 0.38% | +17,160+175.9% | Added |
| Granite Investment Advisors, LLC | 26,924 | $4.90M | 0.79% | −110−0.4% | Reduced |
| Arkadios Wealth Advisors | 27,043 | $4.92M | 0.71% | −1,891−6.5% | Reduced |
| Schulhoff & Co Inc | 27,104 | $4.93M | 2.22% | +179+0.7% | Added |
| Culbertson A N & Co Inc | 27,113 | $4.94M | 1.01% | +1,440+5.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 27,146 | $4.94M | 0.35% | −1,020−3.6% | Reduced |
| Boenning & Scattergood, Inc. | 27,227 | $4.96M | 0.87% | +50.0% | Added |
| Clarity Financial LLC | 27,251 | $4.96M | 0.93% | −12,155−30.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 27,298 | $4.97M | 2.50% | −1,203−4.2% | Reduced |
| Quilter Plc | 27,340 | $4.98M | 0.14% | +529+2.0% | Added |
| Wolverine Asset Management LLC | 27,382 | $4.99M | 0.05% | +20,382+291.2% | Added |
| McDaniel Terry & Co | 27,397 | $4.99M | 0.58% | −23−0.1% | Reduced |
| Artemis Investment Management LLP | 27,460 | $5.00M | 0.04% | −1,358−4.7% | Reduced |
| Martin Capital Partners, LLC | 27,564 | $5.02M | 2.53% | −46−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 27,635 | $5.03M | 0.21% | −1,786−6.1% | Reduced |
| Stolper Co | 27,677 | $5.04M | 2.41% | −352−1.3% | Reduced |
| Capula Management Ltd | 27,701 | $5.04M | 0.39% | +25,209+1,011.6% | Added |
| Miller Howard Investments Inc | 27,780 | $5.06M | 0.21% | −168−0.6% | Reduced |
| Banque Cantonale Vaudoise | 27,933 | $5.09M | 0.22% | +9,055+48.0% | Added |
| Vaughan David Investments LLC | 27,933 | $5.09M | 0.16% | −1,960−6.6% | Reduced |
| Chapman Investment Management, LLC | 28,165 | $5.13M | 2.66% | +1,560+5.9% | Added |
| Rench Wealth Management, Inc. | 28,383 | $5.17M | 2.57% | +208+0.7% | Added |
| Hennessy Advisors Inc | 28,400 | $5.17M | 0.31% | −400−1.4% | Reduced |
| BTR Capital Management Inc | 28,446 | $5.18M | 0.64% | −1,332−4.5% | Reduced |
| NorthCoast Asset Management LLC | 28,697 | $5.23M | 0.19% | −6,479−18.4% | Reduced |
| Bourne Lent Asset Management Inc | 28,748 | $5.24M | 1.50% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 28,782 | $5.24M | 1.72% | −1,311−4.4% | Reduced |
| Griffin Asset Management, Inc. | 28,960 | $5.27M | 0.67% | −3,260−10.1% | Reduced |
| Cypress Wealth Services, LLC | 29,399 | $5.35M | 1.60% | −620−2.1% | Reduced |
| Horrell Capital Management, Inc. | 29,497 | $5.37M | 2.05% | +100+0.3% | Added |
| South Dakota Investment Council | 29,945 | $5.45M | 0.10% | −400−1.3% | Reduced |
| Sovereign Financial Group, Inc. | 30,070 | $5.48M | 3.15% | −11,677−28.0% | Reduced |
| Integrated Advisors Network LLC | 30,217 | $5.50M | 0.36% | +2,465+8.9% | Added |
| Cerity Partners LLC | 30,242 | $5.51M | 0.12% | −218−0.7% | Reduced |
| Barrett Asset Management, LLC | 30,361 | $5.53M | 0.25% | −359−1.2% | Reduced |
| Ascent Wealth Partners, LLC | 30,446 | $5.54M | 1.06% | −282−0.9% | Reduced |