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 |
|---|---|---|---|---|---|
| B&D White Capital Company, LLC | 30,685 | $5.59M | 2.15% | +30,685 | New |
| Vestmark Advisory Solutions, Inc. | 30,821 | $5.61M | 0.38% | +3,050+11.0% | Added |
| Red Door Wealth Management, LLC | 30,841 | $5.62M | 2.15% | +30,247+5,092.1% | Added |
| Sunbelt Securities, Inc. | 26,855 | $5.66M | 1.02% | 00.0% | Unchanged |
| Winton Group Ltd | 31,053 | $5.66M | 0.32% | +6,884+28.5% | Added |
| Capital Investment Counsel, Inc | 31,102 | $5.66M | 1.24% | −636−2.0% | Reduced |
| Bridge Creek Capital Management LLC | 31,139 | $5.67M | 2.11% | −191−0.6% | Reduced |
| Stokes Capital Advisors, LLC | 31,241 | $5.69M | 1.84% | +405+1.3% | Added |
| Argyle Capital Management Inc. | 31,248 | $5.69M | 1.88% | −175−0.6% | Reduced |
| Wealthfront Advisers LLC | 31,257 | $5.69M | 0.03% | −293−0.9% | Reduced |
| Birch Capital Management, LLC | 31,279 | $5.70M | 3.87% | +110.0% | Added |
| Johnson Investment Counsel Inc | 31,278 | $5.70M | 0.08% | +25,358+428.3% | Added |
| Moors & Cabot, Inc. | 31,335 | $5.70M | 0.36% | −20−0.1% | Reduced |
| Naples Global Advisors, LLC | 31,331 | $5.71M | 0.75% | +1,276+4.2% | Added |
| Buckingham Strategic Wealth, LLC | 31,380 | $5.71M | 0.12% | −1,762−5.3% | Reduced |
| Advisory Services Network, LLC | 31,388 | $5.71M | 0.18% | +1,769+6.0% | Added |
| Westover Capital Advisors, LLC | 31,415 | $5.72M | 1.79% | −681−2.1% | Reduced |
| TrinityPoint Wealth, LLC | 31,533 | $5.74M | 1.10% | +11,297+55.8% | Added |
| Ziegler Capital Management, LLC | 31,570 | $5.75M | 0.21% | −4,980−13.6% | Reduced |
| Tdam USA Inc. | 31,933 | $5.82M | 0.38% | −36,562−53.4% | Reduced |
| Peloton Wealth Strategists | 32,030 | $5.83M | 2.39% | +400+1.3% | Added |
| North Star Investment Management Corp. | 32,154 | $5.86M | 0.48% | +88+0.3% | Added |
| Opus Investment Management Inc | 32,400 | $5.90M | 0.90% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 32,411 | $5.90M | 0.19% | +1,400+4.5% | Added |
| Pallas Capital Advisors LLC | 27,799 | $5.91M | 0.65% | +5,919+27.1% | Added |
| Woodstock Corp | 32,552 | $5.93M | 0.69% | +434+1.4% | Added |
| Cetera Advisors LLC | 32,705 | $5.96M | 0.12% | +5,405+19.8% | Added |
| Beacon Pointe Advisors, LLC | 33,170 | $6.04M | 0.15% | +2,715+8.9% | Added |
| Murphy Capital Management Inc | 33,215 | $6.05M | 0.71% | −119−0.4% | Reduced |
| Eastover Investment Advisors LLC | 33,303 | $6.06M | 3.95% | +309+0.9% | Added |
| Siemens Fonds Invest GmbH | 33,352 | $6.07M | 0.41% | +1,382+4.3% | Added |
| Rafferty Asset Management, LLC | 33,425 | $6.09M | 0.04% | −15,436−31.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 33,558 | $6.11M | 0.32% | +70+0.2% | Added |
| Boston Research & Management Inc | 33,758 | $6.15M | 1.83% | −70−0.2% | Reduced |
| Sepio Capital, LP | 33,913 | $6.18M | 0.52% | +1,613+5.0% | Added |
| Bard Financial Services, Inc. | 33,950 | $6.18M | 0.55% | 00.0% | Unchanged |
| Horizon Investments, LLC | 33,995 | $6.19M | 0.19% | +5,132+17.8% | Added |
| Farmers & Merchants Investments Inc | 34,049 | $6.20M | 0.26% | +10,318+43.5% | Added |
| National Asset Management, Inc. | 33,821 | $6.21M | 0.20% | +963+2.9% | Added |
| Agf Investments Inc. | 34,095 | $6.21M | 0.05% | +34,095 | New |
| PDS Planning, Inc | 34,484 | $6.28M | 1.45% | +161+0.5% | Added |
| Baxter Bros Inc | 34,583 | $6.30M | 1.01% | −1,388−3.9% | Reduced |
| Visionary Wealth Advisors | 34,751 | $6.33M | 0.65% | −1,458−4.0% | Reduced |
| Wambolt & Associates, LLC | 35,126 | $6.38M | 2.56% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 35,063 | $6.38M | 1.17% | +371+1.1% | Added |
| EagleClaw Capital Managment, LLC | 35,264 | $6.42M | 1.66% | +999+2.9% | Added |
| Stratos Wealth Partners, LTD. | 35,286 | $6.43M | 0.16% | −779−2.2% | Reduced |
| Patten & Patten Inc | 35,406 | $6.45M | 0.49% | −298−0.8% | Reduced |
| Optimal Asset Management, Inc. | 35,553 | $6.47M | 0.81% | +33+0.1% | Added |
| Whittier Trust Co | 35,718 | $6.50M | 0.12% | +592+1.7% | Added |
| Motco | 36,390 | $6.63M | 0.43% | +845+2.4% | Added |
| Argent Trust Co | 36,456 | $6.64M | 0.43% | +15,037+70.2% | Added |
| Atlantic Union Bankshares Corp | 36,557 | $6.66M | 0.63% | +732+2.0% | Added |
| Vision Capital Management, Inc. | 36,717 | $6.69M | 1.09% | +384+1.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 36,847 | $6.71M | 0.13% | +4,000+12.2% | Added |
| tru Independence LLC | 36,916 | $6.72M | 1.88% | −387−1.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 37,382 | $6.81M | 0.63% | −1,443−3.7% | Reduced |
| Willis Investment Counsel | 37,400 | $6.81M | 0.39% | −7,026−15.8% | Reduced |
| Prospera Financial Services Inc | 37,639 | $6.86M | 0.34% | +374+1.0% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 37,753 | $6.88M | 0.10% | −901−2.3% | Reduced |
| WESPAC Advisors SoCal, LLC | 38,900 | $6.99M | 2.28% | +1,990+5.4% | Added |
| Sigma Planning Corp | 38,715 | $7.05M | 0.21% | +2,495+6.9% | Added |
| Boston Private Wealth LLC | 38,803 | $7.07M | 0.09% | −2,562−6.2% | Reduced |
| Tamar Securities, LLC | 38,812 | $7.07M | 2.55% | +4,210+12.2% | Added |
| Federated Hermes, Inc. | 38,874 | $7.08M | 0.01% | −14,148−26.7% | Reduced |
| Mattern Capital Management, LLC | 39,134 | $7.13M | 1.41% | +960+2.5% | Added |
| Capitolis Advisors LLC | 36,965 | $7.15M | 0.06% | −15,127−29.0% | Reduced |
| MAI Capital Management | 39,260 | $7.15M | 0.14% | −1,310−3.2% | Reduced |
| Xcel Wealth Management, LLC | 39,349 | $7.17M | 2.08% | +2,726+7.4% | Added |
| Capital Management Corp | 39,599 | $7.21M | 1.57% | +6,559+19.9% | Added |
| Tompkins Financial Corp | 39,610 | $7.21M | 1.32% | +39,610 | New |
| CMG Global Holdings, LLC | 39,686 | $7.23M | 5.40% | +25+0.1% | Added |
| Sky Investment Group LLC | 39,764 | $7.24M | 1.61% | +1,088+2.8% | Added |
| Live Oak Private Wealth LLC | 39,811 | $7.25M | 1.48% | +4,478+12.7% | Added |
| Ironwood Investment Counsel, LLC | 39,885 | $7.26M | 1.86% | +974+2.5% | Added |
| Albion Financial Group | 39,890 | $7.26M | 0.64% | +68+0.2% | Added |
| XML Financial, LLC | 39,925 | $7.27M | 0.97% | +38,953+4,007.5% | Added |
| Morgan Dempsey Capital Management LLC | 40,364 | $7.35M | 2.42% | −2,193−5.2% | Reduced |
| Ibex Wealth Advisors | 40,583 | $7.39M | 1.42% | −329−0.8% | Reduced |
| Squarepoint Ops LLC | 40,630 | $7.40M | 0.05% | −3,205−7.3% | Reduced |
| Crossmark Global Holdings, Inc. | 40,705 | $7.41M | 0.17% | +900+2.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 40,934 | $7.45M | 0.10% | −19,596−32.4% | Reduced |
| CIBC World Markets Corp | 41,056 | $7.48M | 0.05% | −9,165−18.2% | Reduced |
| SG Americas Securities, LLC | 41,115 | $7.49M | 0.04% | +27,466+201.2% | Added |
| Waterfront Wealth Inc. | 41,223 | $7.51M | 3.63% | +176+0.4% | Added |
| Dowling & Yahnke LLC | 41,250 | $7.51M | 0.42% | −182−0.4% | Reduced |
| Sand Hill Global Advisors, LLC | 41,319 | $7.52M | 0.46% | +118+0.3% | Added |
| Eliot Finkel Investment Counsel, LLC | 41,335 | $7.53M | 4.82% | −80−0.2% | Reduced |
| HBK Sorce Advisory LLC | 41,405 | $7.54M | 0.42% | +5,330+14.8% | Added |
| Evergreen Capital Management LLC | 41,417 | $7.54M | 0.34% | +5,534+15.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 42,086 | $7.56M | 0.33% | +42,086 | New |
| Evercore Wealth Management, LLC | 42,165 | $7.68M | 0.14% | −740−1.7% | Reduced |
| Spinnaker Trust | 42,403 | $7.72M | 0.54% | +1,457+3.6% | Added |
| Woodmont Investment Counsel LLC | 42,505 | $7.74M | 1.13% | +5,583+15.1% | Added |
| Kentucky Retirement Systems | 42,561 | $7.75M | 0.36% | +441+1.0% | Added |
| Vantage Investment Partners, LLC | 42,661 | $7.77M | 0.40% | −10,196−19.3% | Reduced |
| Shell Asset Management Co | 42,742 | $7.78M | 0.17% | +2,209+5.4% | Added |
| Garland Capital Management Inc | 42,855 | $7.80M | 5.58% | −220−0.5% | Reduced |
| Richard Bernstein Advisors LLC | 42,878 | $7.81M | 0.16% | +2,373+5.9% | Added |
| Daiwa Securities Group Inc. | 42,953 | $7.82M | 0.05% | −2,877−6.3% | Reduced |