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 |
|---|---|---|---|---|---|
| Miramar Capital, LLC | 43,027 | $7.83M | 3.12% | +2,030+5.0% | Added |
| Bank of New Hampshire | 37,982 | $7.90M | 2.11% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 43,531 | $7.93M | 2.60% | +2,004+4.8% | Added |
| Massmutual Trust Co FSB | 43,966 | $8.01M | 0.33% | +184+0.4% | Added |
| Hunter Associates Investment Management LLC | 44,200 | $8.05M | 2.59% | +1,200+2.8% | Added |
| Cohen Klingenstein LLC | 44,207 | $8.05M | 0.35% | −15,547−26.0% | Reduced |
| Princeton Capital Management LLC | 44,593 | $8.12M | 2.59% | +266+0.6% | Added |
| Louisiana State Employees Retirement System | 45,300 | $8.25M | 0.20% | +200+0.4% | Added |
| Ossiam | 45,417 | $8.27M | 0.23% | +35,890+376.7% | Added |
| Pacer Advisors, Inc. | 45,571 | $8.30M | 0.11% | +2,391+5.5% | Added |
| Summit Financial Wealth Advisors, LLC | 45,694 | $8.32M | 1.89% | +410+0.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 45,733 | $8.33M | 0.02% | +25,913+130.7% | Added |
| MainStreet Investment Advisors LLC | 45,850 | $8.35M | 0.80% | −556−1.2% | Reduced |
| Headinvest, LLC | 45,937 | $8.37M | 1.59% | −568−1.2% | Reduced |
| Donaldson Capital Management, LLC | 45,970 | $8.37M | 0.42% | −1,292−2.7% | Reduced |
| Putnam Investments LLC | 46,049 | $8.38M | 0.01% | −2,442−5.0% | Reduced |
| Beacon Financial Group | 45,493 | $8.40M | 1.16% | +70.0% | Added |
| Kestra Private Wealth Services, LLC | 46,572 | $8.48M | 0.47% | +4,655+11.1% | Added |
| Greenwood Capital Associates LLC | 46,875 | $8.54M | 1.31% | −14,174−23.2% | Reduced |
| Cetera Investment Advisers | 46,883 | $8.54M | 0.14% | +1,551+3.4% | Added |
| Glenview Trust Co | 47,052 | $8.57M | 0.33% | −307−0.6% | Reduced |
| Oppenheimer & Co Inc | 47,089 | $8.57M | 0.16% | +592+1.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 47,281 | $8.61M | 0.84% | +59+0.1% | Added |
| Resources Management Corp | 47,353 | $8.62M | 1.24% | +760+1.6% | Added |
| New Mexico Educational Retirement Board | 47,362 | $8.63M | 0.30% | −600−1.3% | Reduced |
| O'Shares Investment Advisers, LLC | 47,420 | $8.63M | 0.64% | +1,521+3.3% | Added |
| Koshinski Asset Management, Inc. | 47,811 | $8.71M | 0.76% | +1,299+2.8% | Added |
| Regentatlantic Capital LLC | 47,869 | $8.72M | 0.26% | +3,062+6.8% | Added |
| Miracle Mile Advisors, LLC | 47,969 | $8.73M | 0.42% | +736+1.6% | Added |
| Acadian Asset Management LLC | 48,141 | $8.76M | 0.03% | −178,596−78.8% | Reduced |
| BancorpSouth Bank | 48,176 | $8.77M | 1.22% | +742+1.6% | Added |
| Hendershot Investments Inc. | 48,391 | $8.81M | 1.67% | −570−1.2% | Reduced |
| Addenda Capital Inc. | 48,792 | $8.88M | 0.42% | −656−1.3% | Reduced |
| Tufton Capital Management | 49,027 | $8.93M | 1.51% | +298+0.6% | Added |
| Davy Global Fund Management Ltd | 49,465 | $9.01M | 1.37% | −207−0.4% | Reduced |
| FDx Advisors, Inc. | 49,988 | $9.10M | 0.29% | +6,686+15.4% | Added |
| Nan Shan Life Insurance Co., Ltd. | 50,000 | $9.11M | 0.15% | −126,300−71.6% | Reduced |
| Venturi Wealth Management, LLC | 50,146 | $9.13M | 0.77% | −3,858−7.1% | Reduced |
| Hantz Financial Services, Inc. | 50,148 | $9.13M | 0.30% | +4,036+8.8% | Added |
| Elo Mutual Pension Insurance Co | 50,241 | $9.15M | 0.29% | 00.0% | Unchanged |
| Hendley & Co Inc | 50,735 | $9.24M | 3.23% | −190−0.4% | Reduced |
| Olstein Capital Management, L.P. | 51,000 | $9.29M | 1.14% | +12,000+30.8% | Added |
| Executive Wealth Management, LLC | 51,358 | $9.35M | 1.03% | +338+0.7% | Added |
| Anchor Investment Management, LLC | 51,482 | $9.37M | 1.30% | −299−0.6% | Reduced |
| ARGI Investment Services, LLC | 51,796 | $9.43M | 0.30% | +32,279+165.4% | Added |
| Northeast Investment Management | 52,311 | $9.53M | 0.51% | −825−1.6% | Reduced |
| Biechele Royce Advisors | 52,724 | $9.60M | 4.25% | +2,548+5.1% | Added |
| Wealthcare Advisory Partners LLC | 52,733 | $9.60M | 0.63% | +150+0.3% | Added |
| Covington Capital Management | 52,859 | $9.63M | 0.36% | +371+0.7% | Added |
| Capital Wealth Planning, LLC | 52,880 | $9.63M | 0.26% | −2,777−5.0% | Reduced |
| Bingham Osborn & Scarborough LLC | 53,051 | $9.66M | 0.68% | +50+0.1% | Added |
| Telos Capital Management, Inc. | 53,519 | $9.75M | 1.33% | +6,579+14.0% | Added |
| Gilbert & Cook, Inc. | 53,797 | $9.80M | 1.75% | +182+0.3% | Added |
| Cornerstone Advisors, LLC | 54,000 | $9.83M | 0.57% | −23,600−30.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 54,412 | $9.91M | 0.77% | −90.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 54,850 | $9.99M | 0.09% | 00.0% | Unchanged |
| Grace & White Inc | 54,990 | $10.0M | 1.91% | 00.0% | Unchanged |
| Congress Asset Management Co | 55,007 | $10.0M | 0.08% | +1,417+2.6% | Added |
| First National Trust Co | 55,079 | $10.0M | 0.60% | +2,760+5.3% | Added |
| Qube Research & Technologies Ltd | 55,077 | $10.0M | 0.13% | +55,077 | New |
| Chartwell Investment Partners, LLC | 55,645 | $10.1M | 0.32% | −60−0.1% | Reduced |
| Swarthmore Group Inc | 48,809 | $10.2M | 2.62% | 00.0% | Unchanged |
| Prudential PLC | 55,781 | $10.2M | 0.14% | −82,408−59.6% | Reduced |
| Maryland State Retirement & Pension System | 55,261 | $10.3M | 0.29% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 56,874 | $10.4M | 0.96% | −2,100−3.6% | Reduced |
| Sowell Financial Services LLC | 56,954 | $10.4M | 0.70% | +1,635+3.0% | Added |
| Eagle Ridge Investment Management | 57,097 | $10.4M | 1.16% | +937+1.7% | Added |
| Mastrapasqua Asset Management Inc | 57,512 | $10.5M | 1.14% | −2,603−4.3% | Reduced |
| Amica Mutual Insurance Co | 57,935 | $10.6M | 1.10% | +7,344+14.5% | Added |
| Bokf, NA | 58,146 | $10.6M | 0.18% | +58,146 | New |
| Signaturefd, LLC | 58,156 | $10.6M | 0.37% | +88+0.2% | Added |
| Ameritas Investment Company, LLC | 58,222 | $10.6M | 0.49% | +55,354+1,930.1% | Added |
| Hamel Associates, Inc. | 58,584 | $10.7M | 4.16% | −2,535−4.1% | Reduced |
| Country Club Trust Company, n.a. | 58,388 | $10.8M | 0.93% | −130−0.2% | Reduced |
| CapWealth Advisors, LLC | 59,266 | $10.8M | 1.18% | −23,335−28.3% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 59,400 | $10.8M | 0.00% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 59,703 | $10.9M | 0.81% | +250.0% | Added |
| Virginia Retirement Systems Et Al | 59,900 | $10.9M | 0.11% | −200−0.3% | Reduced |
| CCM Investment Advisers LLC | 60,155 | $11.0M | 1.42% | +1,600+2.7% | Added |
| American National Insurance Co | 60,430 | $11.0M | 0.41% | −50−0.1% | Reduced |
| Linscomb & Williams, Inc. | 60,704 | $11.1M | 0.57% | −564−0.9% | Reduced |
| M&G Investment Management Ltd | 60,916 | $11.1M | 0.05% | −29,391−32.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 60,883 | $11.1M | 0.22% | +1,643+2.8% | Added |
| Churchill Management Corp | 61,016 | $11.1M | 0.17% | −1,420−2.3% | Reduced |
| Isthmus Partners, LLC | 61,041 | $11.1M | 2.02% | −123−0.2% | Reduced |
| Intact Investment Management Inc. | 61,500 | $11.2M | 0.31% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 61,819 | $11.3M | 2.24% | +200.0% | Added |
| Wesbanco Bank Inc | 62,201 | $11.3M | 0.43% | −949−1.5% | Reduced |
| Securian Asset Management, Inc | 62,364 | $11.4M | 0.23% | −327−0.5% | Reduced |
| Gotham Asset Management, LLC | 62,579 | $11.4M | 0.46% | +11,162+21.7% | Added |
| Hexavest Inc. | 62,624 | $11.4M | 0.70% | +1,010+1.6% | Added |
| Lynch & Associates | 62,911 | $11.5M | 2.97% | −187−0.3% | Reduced |
| Norinchukin Bank, The | 63,145 | $11.5M | 0.16% | +3,295+5.5% | Added |
| Gradient Investments LLC | 63,257 | $11.5M | 0.32% | +353+0.6% | Added |
| Mark Stevens | 63,547 | $11.6M | 1.29% | −2,095−3.2% | Reduced |
| Moody National Bank Trust Division | 63,966 | $11.6M | 0.17% | −51−0.1% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 64,120 | $11.7M | 7.26% | +40,335+169.6% | Added |
| Atalanta Sosnoff Capital, LLC | 64,160 | $11.7M | 0.27% | −46,382−42.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 64,276 | $11.7M | 0.20% | +3,183+5.2% | Added |
| Wilkins Investment Counsel Inc | 64,887 | $11.8M | 2.89% | −1,000−1.5% | Reduced |