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 |
|---|---|---|---|---|---|
| Cowen Prime Advisors LLC | 300 | $55.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 300 | $55.0K | 0.01% | +28+10.3% | Added |
| USA Financial Portformulas Corp | 332 | $60.0K | 0.05% | +61+22.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $60.1K | 0.07% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 338 | $62.0K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 345 | $63.0K | 0.01% | +345 | New |
| Cascade Investment Advisors, Inc. | 355 | $64.6K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 359 | $65.0K | 0.04% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 357 | $65.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 356 | $65.0K | 0.02% | +148+71.2% | Added |
| Pittenger & Anderson Inc | 358 | $65.0K | 0.00% | +358 | New |
| Hillsdale Investment Management Inc. | 360 | $66.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 376 | $68.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 383 | $69.0K | 0.05% | +50+15.0% | Added |
| Atticus Wealth Management, LLC | 385 | $70.0K | 0.03% | −535−58.2% | Reduced |
| Edge Wealth Management LLC | 383 | $70.0K | 0.01% | −127−24.9% | Reduced |
| Macroview Investment Management LLC | 384 | $70.0K | 0.09% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 387 | $70.0K | 0.04% | +387 | New |
| Providence Capital Advisors, LLC | 392 | $71.0K | 0.02% | −17,176−97.8% | Reduced |
| FAI Wealth Management | 400 | $72.0K | 0.06% | 00.0% | Unchanged |
| First Personal Financial Services | 397 | $72.0K | 0.02% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 396 | $72.0K | 0.02% | +35+9.7% | Added |
| Standard Family Office LLC | 400 | $73.0K | 0.02% | −7,865−95.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 409 | $74.0K | 0.00% | −9,955−96.1% | Reduced |
| Column Capital Advisors, LLC | 405 | $74.0K | 0.02% | −21−4.9% | Reduced |
| Simplex Trading, LLC | 360 | $75.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 415 | $76.0K | 0.01% | +2+0.5% | Added |
| TSFG, LLC | 415 | $76.0K | 0.03% | +1+0.2% | Added |
| Tacita Capital Inc | 435 | $79.0K | 0.05% | −70−13.9% | Reduced |
| Blume Capital Management, Inc. | 439 | $80.0K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 450 | $82.0K | 0.03% | −10−2.2% | Reduced |
| Firestone Capital Management | 400 | $83.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 454 | $83.0K | 0.02% | −26−5.4% | Reduced |
| Atlas Private Wealth Advisors | 462 | $84.0K | 0.04% | −11−2.3% | Reduced |
| MCF Advisors LLC | 469 | $85.0K | 0.01% | +320+214.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 473 | $86.0K | 0.05% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 490 | $88.9K | 0.05% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 496 | $90.0K | 0.01% | +1+0.2% | Added |
| Thompson Siegel & Walmsley LLC | 497 | $91.0K | 0.00% | +57+13.0% | Added |
| Total Clarity Wealth Management, Inc. | 500 | $91.0K | 0.04% | +500 | New |
| First Bank & Trust | 506 | $92.0K | 0.04% | −183−26.6% | Reduced |
| Simon Quick Advisors, LLC | 515 | $93.0K | 0.02% | +153+42.3% | Added |
| TFC Financial Management | 527 | $96.0K | 0.03% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 530 | $96.5K | 0.06% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 530 | $97.0K | 0.04% | +530 | New |
| Atlas Capital Advisors LLC | 542 | $98.7K | 0.02% | −89−14.1% | Reduced |
| Sierra Capital LLC | 542 | $99.0K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 468 | $100.0K | 0.08% | −63−11.9% | Reduced |
| Salem Investment Counselors Inc | 577 | $105.0K | 0.01% | −160−21.7% | Reduced |
| Sonora Investment Management, LLC | 578 | $105.0K | 0.01% | −81−12.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 583 | $106.0K | 0.02% | −329−36.1% | Reduced |
| Heritage Wealth Management, LLC | 582 | $106.0K | 0.04% | −70−10.7% | Reduced |
| Larson Financial Group LLC | 593 | $108.0K | 0.02% | +106+21.8% | Added |
| Joseph P. Lucia & Associates, LLC | 600 | $109.0K | 0.06% | −250−29.4% | Reduced |
| Highlander Capital Management, LLC | 600 | $109.0K | 0.06% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 599 | $109.0K | 0.01% | +91+17.9% | Added |
| Compagnie Lombard Odier SCmA | 600 | $109.0K | 0.00% | +600 | New |
| Carolinas Wealth Consulting LLC | 611 | $111.0K | 0.03% | −436−41.6% | Reduced |
| Financial Management Professionals, Inc. | 613 | $112.0K | 0.03% | 00.0% | Unchanged |
| Howe & Rusling Inc | 618 | $113.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 624 | $114.0K | 0.02% | −19−3.0% | Reduced |
| Old Second National Bank of Aurora | 630 | $115.0K | 0.03% | +50+8.6% | Added |
| Canton Hathaway, LLC | 630 | $115.0K | 0.03% | +105+20.0% | Added |
| IAG Wealth Partners, LLC | 640 | $117.0K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 644 | $117.0K | 0.07% | +95+17.3% | Added |
| Rock Creek Group, LP | 678 | $123.0K | 0.02% | −642−48.6% | Reduced |
| Herold Advisors, Inc. | 684 | $124.0K | 0.05% | +684 | New |
| Sargent Bickham Lagudis LLC | 689 | $125.0K | 0.01% | +48+7.5% | Added |
| Private Ocean, LLC | 687 | $125.0K | 0.02% | +251+57.6% | Added |
| Toth Financial Advisory Corp | 692 | $126.0K | 0.02% | +1+0.1% | Added |
| JNBA Financial Advisors | 696 | $127.0K | 0.02% | −27−3.7% | Reduced |
| Raffa Wealth Management, LLC | 714 | $130.0K | 0.05% | +15+2.1% | Added |
| Kowal Investment Group, LLC | 718 | $131.0K | 0.04% | +718 | New |
| Lindbrook Capital, LLC | 727 | $132.0K | 0.03% | −68−8.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 733 | $133.0K | 0.00% | +108+17.3% | Added |
| Old North State Trust, LLC | 757 | $138.0K | 0.12% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 756 | $138.0K | 0.02% | +6+0.8% | Added |
| MV Capital Management, Inc. | 765 | $139.0K | 0.02% | +59+8.4% | Added |
| Tucker Asset Management LLC | 666 | $142.2K | 0.05% | +94+16.4% | Added |
| Sound Income Strategies, LLC | 786 | $143.0K | 0.02% | +101+14.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 793 | $144.0K | 0.02% | +793 | New |
| LSV Asset Management | 800 | $145.0K | 0.00% | −100−11.1% | Reduced |
| Cahill Financial Advisors Inc | 795 | $145.0K | 0.03% | +795 | New |
| Lee Financial Co | 807 | $147.0K | 0.03% | +3+0.4% | Added |
| Northern Oak Wealth Management Inc | 825 | $150.0K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 826 | $150.0K | 0.03% | +10+1.2% | Added |
| First Command Financial Services, Inc. | 826 | $150.0K | 0.03% | +10+1.2% | Added |
| Webster Bank, N. A. | 843 | $153.0K | 0.02% | 00.0% | Unchanged |
| Veracity Capital LLC | 839 | $153.0K | 0.07% | +128+18.0% | Added |
| Blueprint Investment Partners LLC | 839 | $153.0K | 0.08% | +839 | New |
| Ellevest, Inc. | 860 | $157.0K | 0.02% | −95−9.9% | Reduced |
| CNB Bank | 867 | $158.0K | 0.09% | −32−3.6% | Reduced |
| Stephens Investment Management Group LLC | 869 | $158.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 871 | $158.0K | 0.09% | +73+9.1% | Added |
| Psagot Investment House Ltd. | 870 | $158.0K | 0.03% | +300+52.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 870 | $158.0K | 0.03% | +870 | New |
| Bellwether Advisors, LLC | 874 | $159.0K | 0.05% | +24+2.8% | Added |
| Rosenberg Matthew Hamilton | 897 | $163.0K | 0.06% | +15+1.7% | Added |
| HHM Wealth Advisors, LLC | 906 | $165.0K | 0.04% | 00.0% | Unchanged |
| FIL Ltd | 940 | $171.0K | 0.00% | −9,469−91.0% | Reduced |