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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.

Institutional holdersQ3 2021: 1,984 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ3 2021: $91.7B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bahl & Gaynor Inc674,123$122.8M0.75%+175,830+35.3%Added
Crawford Investment Counsel Inc677,317$123.3M2.52%−1,978−0.3%Reduced
Manufacturers Life Insurance Company, The682,385$124.3M0.10%−186,149−21.4%Reduced
Raymond James Financial Services Advisors, Inc.686,844$125.1M0.25%−16,401−2.3%Reduced
Prudential Financial Inc689,381$125.6M0.18%−290,670−29.7%Reduced
Citadel Advisors LLC704,487$128.3M0.14%+512,320+266.6%Added
Thrivent Financial for Lutherans708,667$129.1M0.26%+192,326+37.2%Added
Baird Financial Group, Inc.716,741$130.5M0.33%+28,593+4.2%Added
Victory Capital Management Inc726,560$132.3M0.13%−414,951−36.4%Reduced
HSBC Holdings PLC747,465$137.0M0.16%−102,516−12.1%Reduced
Biltmore Capital Advisors LLC754,706$137.4M25.34%−27,434−3.5%Reduced
Adage Capital Partners GP, L.L.C.782,200$142.4M0.28%−2,700−0.3%Reduced
BBR Partners, LLC789,298$143.7M11.89%−2160.0%Reduced
Cullen Capital Management LLC839,015$152.8M1.50%+107,409+14.7%Added
New York State Teachers Retirement System851,514$155.1M0.33%−10,800−1.3%Reduced
Renaissance Technologies LLC854,700$155.6M0.20%−410,245−32.4%Reduced
State Board of Administration of Florida Retirement System859,675$156.5M0.30%−19,351−2.2%Reduced
Clifford Swan Investment Counsel LLC752,849$158.8M5.82%−2,518−0.3%Reduced
HighTower Advisors, LLC889,809$162.0M0.43%+26,505+3.1%Added
Principal Financial Group Inc911,753$166.0M0.11%−8,018−0.9%Reduced
DSM Capital Partners LLC934,263$170.1M1.76%+121,551+15.0%Added
Robeco Institutional Asset Management B.V.944,766$172.0M0.38%−16,050−1.7%Reduced
National Pension Service972,399$177.1M0.34%−13,490−1.4%Reduced
Coho Partners, Ltd.982,357$178.9M2.90%+982,357New
Envestnet Asset Management Inc984,656$179.3M0.10%+54,834+5.9%Added
Alliancebernstein L.P.992,330$180.7M0.07%+80.0%Added
Bank of Montreal968,513$189.7M0.09%+64,625+7.1%Added
Rhumbline Advisers1,159,022$211.1M0.29%−17,359−1.5%Reduced
HS Management Partners, LLC1,176,852$214.3M6.09%+137,880+13.3%Added
Jensen Investment Management Inc1,236,126$225.1M1.78%−142,840−10.4%Reduced
Schroder Investment Management Group1,252,141$228.0M0.36%+40,775+3.4%Added
The PNC Financial Services Group, Inc.1,274,471$232.1M0.21%−85,757−6.3%Reduced
Stifel Financial Corp1,294,318$235.7M0.35%+20,369+1.6%Added
New York State Common Retirement Fund1,297,264$236.2M0.25%−87,103−6.3%Reduced
California State Teachers Retirement System1,304,190$237.5M0.30%−37,109−2.8%Reduced
Credit Suisse AG1,406,158$256.1M0.21%−119,285−7.8%Reduced
Barclays PLC1,484,846$270.4M0.19%+339,100+29.6%Added
Korea Investment CORP1,521,762$277.1M0.83%−392,161−20.5%Reduced
Truist Financial Corp1,618,549$294.7M0.48%+32,980+2.1%Added
Eaton Vance Management1,783,678$322.8M0.45%−21,882−1.2%Reduced
FineMark National Bank & Trust1,799,909$327.8M13.87%−890.0%Reduced
London Co of Virginia1,869,048$340.4M1.87%+48,743+2.7%Added
American Century Companies Inc1,970,636$358.9M0.25%−12,105−0.6%Reduced
Deutsche Bank AG2,038,060$371.1M0.18%+56,502+2.9%Added
Raymond James & Associates2,071,099$377.2M0.34%+174,843+9.2%Added
Gates Foundation TrustSuperinvestorGates Foundation Trust2,284,015$415.9M1.79%−517,775−18.5%Reduced
Parametric Portfolio Associates LLC2,452,299$446.6M0.25%+187,175+8.3%Added
Capital World Investors2,463,865$448.7M0.08%+1,446+0.1%Added
California Public Employees Retirement System2,544,909$463.4M0.35%+172,556+7.3%Added
UBS Asset Management Americas Inc2,662,708$484.9M0.20%−13,900−0.5%Reduced
Dimensional Fund Advisors LP2,670,601$486.4M0.16%+65,897+2.5%Added
Swiss National Bank2,860,018$520.8M0.33%−73,800−2.5%Reduced
Primecap Management Co3,027,191$551.3M0.39%−7,152−0.2%Reduced
Morgan Stanley3,030,196$551.8M0.07%+309,371+11.4%Added
Sumitomo Mitsui Trust Holdings, Inc.3,101,606$564.8M0.35%−138,328−4.3%Reduced
Nuveen Asset Management, LLC3,288,082$598.8M0.19%−1,242,364−27.4%Reduced
Capital Research Global Investors3,293,216$599.7M0.14%−683,970−17.2%Reduced
Capital International Investors3,340,310$608.3M0.14%+2,427,836+266.1%Added
Royal Bank of Canada3,463,072$630.6M0.18%−241,783−6.5%Reduced
Goldman Sachs Group Inc3,513,389$639.8M0.16%−489,478−12.2%Reduced
Amundi3,569,903$650.1M0.46%+548,624+18.2%Added
Charles Schwab Investment Management Inc3,574,613$650.9M0.21%+303,210+9.3%Added
Legal & General Group Plc4,622,993$841.8M0.27%+87,969+1.9%Added
UBS Group AG5,041,005$918.0M0.38%−11,372−0.2%Reduced
Massachusetts Financial Services Co5,712,841$1.04B0.30%−146,000−2.5%Reduced
Franklin Resources Inc6,342,644$1.16B0.44%+54,938+0.9%Added
Bank of New York Mellon Corp6,396,636$1.16B0.23%+150,239+2.4%Added
Norges Bank6,679,609$1.22B0.27%+280,910+4.4%Added
Invesco Ltd.8,365,455$1.52B0.39%+207,310+2.5%Added
Janus Henderson Group PLC8,459,757$1.54B0.67%+219,836+2.7%Added
Wellington Management Group LLP8,494,356$1.55B0.26%−79,760−0.9%Reduced
Wells Fargo & Company8,596,662$1.57B0.35%−300,477−3.4%Reduced
Northern Trust Corp9,172,117$1.67B0.30%+168,521+1.9%Added
Ameriprise Financial Inc9,182,286$1.67B0.53%+1,368,069+17.5%Added
Clearbridge Investments, LLC10,064,917$1.83B1.31%−211,546−2.1%Reduced
Geode Capital Management, LLC11,175,249$2.03B0.27%+295,726+2.7%Added
JPMorgan Chase & Co11,733,517$2.14B0.28%+1,274,717+12.2%Added
Bank of America Corp16,549,896$3.01B0.34%+260,658+1.6%Added
Price T Rowe Associates Inc16,778,649$3.06B0.29%−27,254−0.2%Reduced
FMR LLC20,591,342$3.75B0.30%+202,202+1.0%Added
State Street Corp29,209,934$5.32B0.28%−255,364−0.9%Reduced
BlackRock Inc.53,524,788$9.75B0.28%+809,973+1.5%Added
Vanguard Group Inc64,345,689$11.7B0.29%+854,090+1.3%Added
Sofos Investments, Inc.2––00.0%Unchanged
St. Johns Investment Management Company, LLC0$00.00%−127−100.0%Sold out
Winslow Capital Management, LLC0$00.00%−1,981,084−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−1,503,503−100.0%Sold out
Marshall Wace North America L.P.0$00.00%−321,337−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−210,000−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−176,194−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−175,941−100.0%Sold out
Moore Capital Management, LP0$00.00%−131,437−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−101,976−100.0%Sold out
J. Goldman & Co LP0$00.00%−66,369−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−58,696−100.0%Sold out
Avalon Global Asset Management LLC0$00.00%−50,000−100.0%Sold out
Cartenna Capital, LP0$00.00%−48,600−100.0%Sold out
Nikko Asset Management Americas, Inc.0$00.00%−42,668−100.0%Sold out
Interval Partners, LP0$00.00%−40,930−100.0%Sold out
WBI Investments0$00.00%−25,218−100.0%Sold out