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 |
|---|---|---|---|---|---|
| Prio Wealth Limited Partnership | 113,840 | $20.7M | 0.70% | +3,939+3.6% | Added |
| CIBC Private Wealth Group, LLC | 114,532 | $20.9M | 0.05% | −3,087−2.6% | Reduced |
| Bryn Mawr Trust Co | 115,825 | $21.1M | 0.81% | +554+0.5% | Added |
| ProShare Advisors LLC | 116,649 | $21.2M | 0.06% | +2,026+1.8% | Added |
| Synovus Financial Corp | 116,674 | $21.2M | 0.22% | −4,548−3.8% | Reduced |
| Metropolitan Life Insurance Co | 118,643 | $21.6M | 0.31% | −3,431−2.8% | Reduced |
| First Long Island Investors, LLC | 119,673 | $21.8M | 1.87% | +4,528+3.9% | Added |
| Shellback Capital, LP | 120,000 | $21.9M | 1.28% | −30,000−20.0% | Reduced |
| Professional Advisory Services Inc | 120,405 | $21.9M | 3.22% | +11,733+10.8% | Added |
| Natixis | 121,350 | $22.1M | 0.08% | +121,350 | New |
| Guggenheim Capital LLC | 121,503 | $22.1M | 0.13% | +43,609+56.0% | Added |
| Merriman Wealth Management, LLC | 121,713 | $22.2M | 1.84% | +62+0.1% | Added |
| Public Sector Pension Investment Board | 122,830 | $22.4M | 0.13% | +9,440+8.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 123,093 | $22.4M | 0.11% | −10,378−7.8% | Reduced |
| Stephens Inc | 123,551 | $22.5M | 0.35% | −2,026−1.6% | Reduced |
| Quinn Opportunity Partners LLC | 124,830 | $22.7M | 1.45% | +3,000+2.5% | Added |
| RSM US Wealth Management LLC | 125,693 | $22.9M | 1.22% | +300.0% | Added |
| Qci Asset Management Inc | 125,719 | $22.9M | 1.33% | −684−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 126,303 | $23.0M | 0.10% | −69−0.1% | Reduced |
| Schwartz Investment Counsel Inc | 126,864 | $23.1M | 0.95% | −1,200−0.9% | Reduced |
| APG Asset Management N.V. | 148,209 | $23.3M | 0.04% | −78,400−34.6% | Reduced |
| Washington Trust Co | 128,424 | $23.4M | 0.66% | +3,648+2.9% | Added |
| Donald L. Hagan, LLC | 130,000 | $23.7M | 13.71% | 00.0% | Unchanged |
| Utah Retirement Systems | 131,118 | $23.9M | 0.32% | −6,900−5.0% | Reduced |
| State of Alaska, Department of Revenue | 131,956 | $24.0M | 0.24% | −1,093−0.8% | Reduced |
| British Columbia Investment Management Corp | 133,755 | $24.4M | 0.14% | −30,250−18.4% | Reduced |
| Accredited Investors Inc. | 139,151 | $25.3M | 2.74% | +77+0.1% | Added |
| Swiss Life Asset Management Ltd | 139,765 | $25.4M | 0.35% | −18,646−11.8% | Reduced |
| Umb Bank N A | 139,945 | $25.5M | 0.57% | +1,477+1.1% | Added |
| Scotia Capital Inc. | 140,423 | $25.6M | 0.19% | −11,620−7.6% | Reduced |
| Calamos Advisors LLC | 141,245 | $25.7M | 0.12% | +12,776+9.9% | Added |
| Fort Washington Investment Advisors Inc | 141,569 | $25.8M | 0.16% | +84,418+147.7% | Added |
| Gulf International Bank (UK) Ltd | 142,492 | $25.9M | 0.33% | −1,552−1.1% | Reduced |
| Capital Investment Advisors, LLC | 142,498 | $25.9M | 0.87% | +2,258+1.6% | Added |
| Alpha Cubed Investments, LLC | 142,792 | $26.0M | 1.96% | +4,641+3.4% | Added |
| Capital Fund Management S.A. | 147,275 | $26.8M | 0.71% | −121,482−45.2% | Reduced |
| D.A. Davidson & Co. | 147,603 | $26.9M | 0.31% | +7,356+5.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 147,846 | $26.9M | 0.15% | +8,662+6.2% | Added |
| Waters Parkerson & Co., LLC | 148,382 | $27.0M | 1.56% | +7,062+5.0% | Added |
| Baker Avenue Asset Management, LP | 150,131 | $27.3M | 1.59% | +2,077+1.4% | Added |
| Deprince Race & Zollo Inc | 150,956 | $27.5M | 0.74% | −6,882−4.4% | Reduced |
| Natixis Advisors, L.P. | 151,009 | $27.5M | 0.11% | +14,920+11.0% | Added |
| Man Group plc | 151,956 | $27.7M | 0.10% | −38,212−20.1% | Reduced |
| Brown Advisory Inc | 151,963 | $27.7M | 0.04% | +21,542+16.5% | Added |
| Argent Capital Management LLC | 153,348 | $27.9M | 0.88% | −720.0% | Reduced |
| DnB Asset Management AS | 153,697 | $28.0M | 0.18% | +2,403+1.6% | Added |
| KCM Investment Advisors LLC | 154,142 | $28.1M | 1.12% | +3,497+2.3% | Added |
| Tower Bridge Advisors | 154,191 | $28.1M | 1.87% | −37,800−19.7% | Reduced |
| KBC Group NV | 156,235 | $28.5M | 0.10% | −28,956−15.6% | Reduced |
| Clarkston Capital Partners, LLC | 157,864 | $28.7M | 0.52% | −4,745−2.9% | Reduced |
| MUFG Securities EMEA plc | 158,300 | $28.8M | 0.38% | +158,300 | New |
| Sabal Trust CO | 160,512 | $29.2M | 2.09% | −2,005−1.2% | Reduced |
| Oppenheimer Asset Management Inc. | 160,704 | $29.3M | 0.42% | +10,105+6.7% | Added |
| Amalgamated Bank | 164,151 | $29.9M | 0.25% | −5,759−3.4% | Reduced |
| MetLife Investment Management | 164,492 | $30.0M | 0.27% | −3,206−1.9% | Reduced |
| Westshore Wealth, LLC | 164,787 | $30.0M | 24.23% | −1,369−0.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 165,250 | $30.1M | 0.16% | +165,250 | New |
| Klingenstein Fields & Co LP | 168,473 | $30.7M | 1.31% | −1,145−0.7% | Reduced |
| Vontobel Holding Ltd. | 168,696 | $30.7M | 0.27% | +57,833+52.2% | Added |
| CIBC World Markets Inc. | 169,915 | $30.9M | 0.11% | −28,533−14.4% | Reduced |
| Parsec Financial Management, Inc. | 150,394 | $31.6M | 1.34% | −2,884−1.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 174,519 | $31.8M | 1.15% | +174,519 | New |
| Handelsbanken Fonder AB | 177,298 | $32.3M | 0.17% | +3,183+1.8% | Added |
| Ensign Peak Advisors, Inc | 177,368 | $32.3M | 0.07% | −47,127−21.0% | Reduced |
| First Manhattan Co | 177,604 | $32.3M | 0.12% | −348−0.2% | Reduced |
| Delta Asset Management LLC | 177,839 | $32.4M | 3.13% | +2,379+1.4% | Added |
| Smith Chas P & Associates Pa Cpas | 178,075 | $32.4M | 2.43% | +4,914+2.8% | Added |
| Millennium Management LLC | 179,911 | $32.8M | 0.04% | −206,158−53.4% | Reduced |
| London & Capital Asset Management Ltd | 181,540 | $33.1M | 2.40% | +24,716+15.8% | Added |
| State of Michigan Retirement System | 182,819 | $33.3M | 0.19% | +1,000+0.5% | Added |
| Oregon Public Employees Retirement Fund | 184,415 | $33.6M | 0.38% | −2,714−1.5% | Reduced |
| Trillium Asset Management, LLC | 185,324 | $33.7M | 0.89% | +7,520+4.2% | Added |
| Forsta Ap-Fonden | 185,700 | $33.8M | 0.38% | +34,600+22.9% | Added |
| GWM Advisors LLC | 185,896 | $33.9M | 0.84% | +10,437+5.9% | Added |
| Value Partners Investments Inc. | 191,991 | $34.8M | 2.96% | +340+0.2% | Added |
| Nexus Investment Management ULC | 193,040 | $35.2M | 3.80% | −2,085−1.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 195,059 | $35.5M | 0.33% | −7,600−3.8% | Reduced |
| Keybank National Association | 197,046 | $35.9M | 0.16% | −5,237−2.6% | Reduced |
| Bank of Nova Scotia | 197,596 | $36.0M | 0.07% | +86,073+77.2% | Added |
| RNC Capital Management LLC | 197,784 | $36.0M | 1.91% | −1,539−0.8% | Reduced |
| Arizona State Retirement System | 201,706 | $36.7M | 0.30% | +118+0.1% | Added |
| Nisa Investment Advisors, LLC | 203,957 | $37.1M | 0.23% | −2,450−1.2% | Reduced |
| United Services Automobile Association | 206,256 | $37.6M | 0.66% | +282+0.1% | Added |
| Creative Planning | 206,273 | $37.6M | 0.07% | +45,193+28.1% | Added |
| USS Investment Management Ltd | 207,703 | $37.8M | 0.33% | +44,086+26.9% | Added |
| Holocene Advisors, LP | 207,676 | $37.8M | 0.22% | −211,652−50.5% | Reduced |
| Blair William & Co | 209,016 | $38.1M | 0.13% | −222−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 210,149 | $38.3M | 0.19% | +2,601+1.3% | Added |
| InterOcean Capital Group, LLC | 210,642 | $38.4M | 1.93% | +52,054+32.8% | Added |
| First Republic Investment Management, Inc. | 211,851 | $38.6M | 0.09% | +53,283+33.6% | Added |
| Susquehanna International Group, LLP | 213,359 | $38.9M | 0.05% | +37,110+21.1% | Added |
| River Road Asset Management, LLC | 217,568 | $39.6M | 0.44% | −16,935−7.2% | Reduced |
| Advisors Asset Management, Inc. | 219,862 | $40.0M | 0.61% | +8,747+4.1% | Added |
| STRS Ohio | 221,196 | $40.3M | 0.15% | −48,432−18.0% | Reduced |
| Morningstar Investment Services LLC | 217,885 | $40.3M | 0.48% | +2,595+1.2% | Added |
| Aviva PLC | 221,491 | $40.3M | 0.18% | −19,797−8.2% | Reduced |
| Nordea Investment Management AB | 220,316 | $41.2M | 0.05% | +3,375+1.6% | Added |
| Smith Group Asset Management, LLC | 226,915 | $41.3M | 2.12% | +226,915 | New |
| Impax Asset Management Group plc | 228,876 | $41.7M | 0.17% | −17,682−7.2% | Reduced |
| Birch Hill Investment Advisors LLC | 234,288 | $42.7M | 2.29% | −1,506−0.6% | Reduced |