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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 64,934 | $11.8M | 0.12% | +7,677+13.4% | Added |
| Beese Fulmer Investment Management, Inc. | 64,975 | $11.8M | 1.33% | +155+0.2% | Added |
| 9258 Wealth Management, LLC | 65,882 | $12.0M | 3.20% | −275−0.4% | Reduced |
| First National Bank of Omaha | 66,187 | $12.1M | 0.61% | −1,899−2.8% | Reduced |
| Welch & Forbes LLC | 66,643 | $12.1M | 0.20% | −553−0.8% | Reduced |
| ING Groep NV | 66,962 | $12.2M | 0.16% | +6,736+11.2% | Added |
| Atria Investments LLC | 67,506 | $12.3M | 0.22% | +6,109+9.9% | Added |
| Segall Bryant & Hamill, LLC | 68,003 | $12.4M | 0.12% | +2,267+3.4% | Added |
| MML Investors Services, LLC | 68,092 | $12.4M | 0.10% | −1,020−1.5% | Reduced |
| Investment House LLC | 68,146 | $12.4M | 0.90% | +1,667+2.5% | Added |
| J.W. Cole Advisors, Inc. | 68,319 | $12.4M | 0.89% | −840−1.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 68,620 | $12.5M | 1.21% | −998−1.4% | Reduced |
| Stack Financial Management, Inc | 68,812 | $12.5M | 1.20% | +463+0.7% | Added |
| Tredje AP-fonden | 68,929 | $12.6M | 0.26% | +18,000+35.3% | Added |
| Raymond James Trust N.A. | 69,418 | $12.6M | 0.42% | +8,077+13.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 70,000 | $12.7M | 0.14% | 00.0% | Unchanged |
| Skye Global Management LP | 70,000 | $12.7M | 0.21% | +70,000 | New |
| Fisher Asset Management, LLC | 70,246 | $12.8M | 0.01% | +10,349+17.3% | Added |
| Mayar Capital Ltd. | 70,363 | $12.8M | 13.83% | +4,750+7.2% | Added |
| Hartford Investment Management Co | 70,612 | $12.9M | 0.35% | −8,151−10.3% | Reduced |
| Capstone Investment Advisors, LLC | 71,618 | $13.0M | 0.23% | +71,618 | New |
| TCTC Holdings, LLC | 71,649 | $13.0M | 0.60% | −2,041−2.8% | Reduced |
| Cullinan Associates Inc | 73,141 | $13.3M | 0.74% | +23,438+47.2% | Added |
| Independent Advisor Alliance | 73,273 | $13.3M | 0.74% | +2,841+4.0% | Added |
| Lathrop Investment Management Corp | 73,866 | $13.5M | 2.87% | −1,834−2.4% | Reduced |
| Adviser Investments LLC | 73,973 | $13.5M | 1.01% | +230+0.3% | Added |
| Guyasuta Investment Advisors Inc | 74,088 | $13.5M | 0.96% | −1,290−1.7% | Reduced |
| Noesis Capital Mangement Corp | 74,406 | $13.5M | 2.65% | +3,235+4.5% | Added |
| Madison Asset Management, LLC | 75,026 | $13.7M | 0.19% | +2,053+2.8% | Added |
| Bridgeway Capital Management, LLC | 76,113 | $13.9M | 0.26% | −101,125−57.1% | Reduced |
| Stillwater Capital Advisors, LLC | 76,404 | $13.9M | 2.29% | −841−1.1% | Reduced |
| Citizens Financial Group Inc | 76,660 | $14.0M | 0.52% | +1,200+1.6% | Added |
| Northwestern Mutual Wealth Management Co | 76,760 | $14.0M | 0.03% | −9,175−10.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 77,153 | $14.1M | 0.04% | +3,376+4.6% | Added |
| Davidson Investment Advisors | 78,390 | $14.3M | 1.11% | −254−0.3% | Reduced |
| Nissay Asset Management Corp | 78,996 | $14.4M | 0.12% | +3,259+4.3% | Added |
| Andra AP-fonden | 79,700 | $14.5M | 0.30% | +11,500+16.9% | Added |
| DuPont Capital Management Corp | 80,897 | $14.7M | 0.46% | −27,878−25.6% | Reduced |
| Iowa State Bank | 81,619 | $14.9M | 4.16% | +99+0.1% | Added |
| Waypoint Wealth Partners Inc. | 81,858 | $14.9M | 5.58% | 00.0% | Unchanged |
| Doyle Wealth Management | 82,403 | $15.0M | 1.19% | +2,005+2.5% | Added |
| Richard C. Young & CO., LTD. | 83,044 | $15.1M | 2.08% | −462−0.6% | Reduced |
| Jacobs & Co | 83,115 | $15.1M | 1.74% | +3,218+4.0% | Added |
| Boston Common Asset Management, LLC | 83,621 | $15.2M | 0.66% | +576+0.7% | Added |
| Palladium Partners LLC | 83,674 | $15.2M | 0.69% | +5,435+6.9% | Added |
| Varma Mutual Pension Insurance Co | 84,000 | $15.3M | 0.23% | −106,000−55.8% | Reduced |
| Texas Yale Capital Corp. | 84,171 | $15.3M | 0.87% | +140+0.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 84,230 | $15.3M | 2.51% | −296−0.4% | Reduced |
| Heritage Investors Management Corp | 84,288 | $15.3M | 0.65% | −886−1.0% | Reduced |
| Brinker Capital Investments, LLC | 74,077 | $15.4M | 0.24% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 84,627 | $15.4M | 2.17% | +723+0.9% | Added |
| CIBC Asset Management Inc | 84,803 | $15.4M | 0.06% | +15,734+22.8% | Added |
| Grimes & Company, Inc. | 85,052 | $15.5M | 0.67% | +591+0.7% | Added |
| Mercer Global Advisors Inc | 86,022 | $15.7M | 0.11% | +20,699+31.7% | Added |
| AE Wealth Management LLC | 86,518 | $15.8M | 0.13% | +3,180+3.8% | Added |
| Jennison Associates LLC | 86,533 | $15.8M | 0.01% | −62,031−41.8% | Reduced |
| Tobam | 88,152 | $16.1M | 0.68% | +13,230+17.7% | Added |
| Verity & Verity, LLC | 75,628 | $16.1M | 2.41% | +281+0.4% | Added |
| Greatmark Investment Partners, Inc. | 88,509 | $16.1M | 3.02% | −325−0.4% | Reduced |
| Charter Trust Co | 88,686 | $16.1M | 1.51% | −75−0.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 88,956 | $16.2M | 1.27% | −977−1.1% | Reduced |
| Kestra Advisory Services, LLC | 89,995 | $16.4M | 0.16% | −7,413−7.6% | Reduced |
| Mayflower Financial Advisors, LLC | 84,774 | $16.4M | 2.22% | +156+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 91,267 | $16.6M | 0.19% | +643+0.7% | Added |
| Osher Van de Voorde Investment Management | 91,700 | $16.7M | 4.28% | −85−0.1% | Reduced |
| Kornitzer Capital Management Inc | 91,839 | $16.7M | 0.26% | +848+0.9% | Added |
| Huntington National Bank | 92,474 | $16.8M | 0.17% | +3,574+4.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 92,650 | $16.9M | 0.64% | +8,619+10.3% | Added |
| Blue Chip Partners, Inc. | 92,878 | $16.9M | 2.38% | +2,411+2.7% | Added |
| Candriam Luxembourg S.C.A. | 92,953 | $16.9M | 0.12% | −98,728−51.5% | Reduced |
| Marco Investment Management LLC | 93,184 | $17.0M | 1.87% | +6,948+8.1% | Added |
| Stock Yards Bank & Trust Co | 93,485 | $17.0M | 1.07% | +7,157+8.3% | Added |
| Franklin Street Advisors Inc | 93,841 | $17.1M | 1.45% | +4,750+5.3% | Added |
| Commerce Bank | 94,208 | $17.2M | 0.12% | +9,318+11.0% | Added |
| IFM Investors Pty Ltd | 94,992 | $17.3M | 0.36% | −73−0.1% | Reduced |
| Mutual of America Capital Management LLC | 95,623 | $17.4M | 0.17% | +1,205+1.3% | Added |
| Pinnacle Financial Partners Inc | 98,127 | $17.9M | 0.63% | +5,249+5.7% | Added |
| Pinnacle Associates Ltd | 99,806 | $18.2M | 0.34% | +17,555+21.3% | Added |
| PFS Investments Inc. | 86,959 | $18.2M | 0.38% | +6,769+8.4% | Added |
| Financial Counselors Inc | 100,937 | $18.4M | 0.39% | +566+0.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 101,590 | $18.5M | 0.44% | −503−0.5% | Reduced |
| Achmea Investment Management B.V. | 103,072 | $18.8M | 0.57% | +11,722+12.8% | Added |
| Marcum Wealth, LLC | 105,784 | $19.3M | 3.03% | +985+0.9% | Added |
| Zevin Asset Management LLC | 105,975 | $19.3M | 3.68% | +2,936+2.8% | Added |
| Fidelity National Financial, Inc. | 106,701 | $19.4M | 1.44% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 107,339 | $19.5M | 0.26% | +8,411+8.5% | Added |
| Avalon Investment & Advisory | 107,698 | $19.6M | 0.45% | −8,519−7.3% | Reduced |
| Stewart & Patten Co LLC | 107,804 | $19.6M | 3.21% | −2,078−1.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 109,149 | $19.9M | 3.88% | −3,506−3.1% | Reduced |
| Westpac Banking Corp | 110,131 | $20.1M | 0.22% | −4,723−4.1% | Reduced |
| Neuberger Berman Group LLC | 114,734 | $20.1M | 0.02% | −1,626−1.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 110,429 | $20.1M | 0.38% | −440−0.4% | Reduced |
| Bartlett & Co. LLC | 110,429 | $20.1M | 0.38% | −440−0.4% | Reduced |
| Alberta Investment Management Corp | 110,500 | $20.1M | 0.17% | +49,100+80.0% | Added |
| Wade G W & Inc | 110,776 | $20.2M | 0.96% | +519+0.5% | Added |
| Xponance, Inc. | 110,866 | $20.2M | 0.38% | −24,177−17.9% | Reduced |
| Mackay Shields LLC | 111,404 | $20.3M | 0.19% | −2,826−2.5% | Reduced |
| Texas Permanent School Fund | 112,509 | $20.5M | 0.25% | −7,655−6.4% | Reduced |
| Everett Harris & Co | 112,751 | $20.5M | 0.32% | −806−0.7% | Reduced |
| Private Advisor Group, LLC | 112,982 | $20.6M | 0.13% | +25,623+29.3% | Added |