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 |
|---|---|---|---|---|---|
| Country Trust Bank | 947 | $172.0K | 0.01% | −33−3.4% | Reduced |
| Pinnacle Holdings, LLC | 982 | $178.8K | 0.08% | +982 | New |
| Sittner & Nelson, LLC | 1,023 | $186.0K | 0.12% | +500+95.6% | Added |
| Fieldpoint Private Securities, LLC | 1,029 | $187.0K | 0.04% | +88+9.4% | Added |
| Asset Dedication, LLC | 1,043 | $188.0K | 0.02% | +55+5.6% | Added |
| McCarthy Grittinger Financial Group, LLC | 1,034 | $188.3K | 0.07% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1,069 | $194.0K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,065 | $194.0K | 0.04% | +159+17.5% | Added |
| Carmichael Hill & Associates, Inc. | 1,090 | $198.0K | 0.11% | −10−0.9% | Reduced |
| Northside Capital Management, LLC | 1,100 | $200.0K | 0.05% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,100 | $200.0K | 0.06% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,100 | $200.0K | 0.09% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 1,100 | $200.0K | 0.12% | +1,100 | New |
| WBH Advisory Inc | 1,106 | $201.0K | 0.03% | −49−4.2% | Reduced |
| Hatton Consulting, Inc. | 1,108 | $202.0K | 0.15% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,112 | $203.0K | 0.02% | +122+12.3% | Added |
| Southland Equity Partners LLC | 1,118 | $203.6K | 0.09% | +42+3.9% | Added |
| Intercontinental Wealth Advisors, LLC | 1,120 | $204.0K | 0.05% | −6−0.5% | Reduced |
| Steel Peak Wealth Management LLC | 1,127 | $205.0K | 0.01% | −510−31.2% | Reduced |
| Essex Investment Management Co LLC | 1,126 | $205.0K | 0.03% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 1,126 | $205.0K | 0.20% | +1,126 | New |
| Mosaic Advisors LLC | 1,132 | $206.0K | 0.14% | −332−22.7% | Reduced |
| Garrison Point Advisors, LLC | 1,140 | $208.0K | 0.15% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,142 | $208.0K | 0.04% | +785+219.9% | Added |
| CFM Wealth Partners LLC | 1,152 | $209.0K | 0.05% | −20−1.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1,147 | $209.0K | 0.01% | +17+1.5% | Added |
| Qtron Investments LLC | 1,153 | $210.0K | 0.06% | −1,102−48.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,153 | $210.0K | 0.08% | −20−1.7% | Reduced |
| Keel Point, LLC | 1,155 | $210.0K | 0.03% | −16−1.4% | Reduced |
| Ami Investment Management Inc | 1,157 | $211.0K | 0.09% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 1,161 | $211.0K | 0.16% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,159 | $211.0K | 0.05% | +5+0.4% | Added |
| Bickling Financial Services, Inc. | 1,156 | $211.0K | 0.11% | +6+0.5% | Added |
| Resource Planning Group | 1,167 | $212.0K | 0.13% | −48−4.0% | Reduced |
| Appleton Partners Inc | 1,166 | $212.0K | 0.02% | −16−1.4% | Reduced |
| Ballast Advisors LLC | 1,164 | $212.0K | 0.09% | +1+0.1% | Added |
| Mezzasalma Advisors, LLC | 1,165 | $212.0K | 0.12% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 1,150 | $212.0K | 0.01% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 1,182 | $215.0K | 0.01% | −591−33.3% | Reduced |
| JB Capital LLC | 1,184 | $216.0K | 0.03% | +1,184 | New |
| Circle Wealth Management, LLC | 1,194 | $217.0K | 0.03% | −278−18.9% | Reduced |
| Opal Wealth Advisors, LLC | 1,198 | $218.0K | 0.21% | −40−3.2% | Reduced |
| Two Sigma Securities, LLC | 1,201 | $219.0K | 0.05% | −1,595−57.0% | Reduced |
| Bedel Financial Consulting, Inc. | 1,205 | $219.0K | 0.08% | −111−8.4% | Reduced |
| Elm Advisors, LLC | 1,200 | $219.0K | 0.13% | 00.0% | Unchanged |
| Graypoint LLC | 1,207 | $220.0K | 0.03% | +1,207 | New |
| German American Bancorp, Inc. | 1,211 | $221.0K | 0.03% | +64+5.6% | Added |
| Cable Hill Partners, LLC | 1,213 | $221.0K | 0.05% | +116+10.6% | Added |
| RMB Capital Management, LLC | 1,224 | $223.0K | 0.01% | +75+6.5% | Added |
| Prestige Wealth Management Group LLC | 1,223 | $223.0K | 0.06% | +349+39.9% | Added |
| Key Financial Inc | 1,231 | $224.0K | 0.13% | +59+5.0% | Added |
| Madison Wealth Partners, Inc | 1,228 | $224.0K | 0.13% | +1,228 | New |
| Strategic Blueprint, LLC | 1,243 | $226.0K | 0.04% | −299−19.4% | Reduced |
| Trust Co | 1,240 | $226.0K | 0.06% | −12−1.0% | Reduced |
| Nichols & Pratt Advisers LLP | 1,250 | $227.0K | 0.02% | −150−10.7% | Reduced |
| West Chester Capital Advisors, Inc | 1,250 | $228.0K | 0.18% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,250 | $228.0K | 0.05% | 00.0% | Unchanged |
| Clean Yield Group | 1,253 | $228.0K | 0.08% | +53+4.4% | Added |
| Seelaus Asset Management LLC | 1,264 | $230.0K | 0.13% | +20+1.6% | Added |
| Wealth Architects, LLC | 1,261 | $230.0K | 0.04% | +170+15.6% | Added |
| Acorn Financial Advisory Services Inc | 1,268 | $231.0K | 0.07% | +11+0.9% | Added |
| Sanders Morris Harris LLC | 1,270 | $231.0K | 0.04% | +100+8.5% | Added |
| David Loasby | 1,281 | $233.0K | 0.03% | +52+4.2% | Added |
| Private Capital Group, LLC | 1,283 | $234.0K | 0.05% | −14−1.1% | Reduced |
| Nadler Financial Group, Inc. | 1,289 | $235.0K | 0.04% | −267−17.2% | Reduced |
| Dillon & Associates Inc | 1,293 | $235.0K | 0.05% | −27−2.0% | Reduced |
| St Germain D J Co Inc | 1,297 | $236.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,300 | $236.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,303 | $237.0K | 0.11% | −274−17.4% | Reduced |
| Trinity Financial Advisors LLC | 1,300 | $237.0K | 0.16% | 00.0% | Unchanged |
| WD Rutherford LLC | 1,305 | $238.0K | 0.13% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,312 | $239.0K | 0.02% | +191+17.0% | Added |
| Edge Capital Group, LLC | 1,313 | $239.0K | 0.02% | +1,313 | New |
| Wealth Management Associates, Inc. | 1,317 | $239.8K | 0.14% | +32+2.5% | Added |
| Traphagen Investment Advisors LLC | 1,323 | $241.0K | 0.04% | −109,633−98.8% | Reduced |
| Prentice Wealth Management LLC | 1,323 | $241.0K | 0.12% | +9+0.7% | Added |
| Vestor Capital, LLC | 1,325 | $241.0K | 0.03% | +1,325 | New |
| Cary Street Partners Asset Management LLC | 1,330 | $242.0K | 0.09% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,176 | $242.0K | 0.02% | +1,176 | New |
| Holistic Financial Partners | 1,331 | $242.0K | 0.15% | +1,331 | New |
| Davis R M Inc | 1,336 | $243.0K | 0.01% | −35−2.6% | Reduced |
| Summit Financial Strategies, Inc. | 1,338 | $244.0K | 0.05% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 1,339 | $244.0K | 0.10% | +1+0.1% | Added |
| LBMC Investment Advisors, LLC | 4,893 | $245.0K | 0.02% | +3,552+264.9% | Added |
| Ssi Investment Management LLC | 1,333 | $245.0K | 0.01% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,179 | $245.0K | 0.15% | 00.0% | Unchanged |
| Regents of the University of California | 1,350 | $246.0K | 0.03% | 00.0% | Unchanged |
| Mirova | 1,363 | $248.0K | 0.03% | +130+10.5% | Added |
| Derbend Asset Management | 1,362 | $248.0K | 0.23% | +1,362 | New |
| Golden State Wealth Management, LLC | 1,372 | $250.0K | 0.05% | −6−0.4% | Reduced |
| Hudock, Inc. | 1,373 | $250.0K | 0.08% | +438+46.8% | Added |
| Demars Financial Group, LLC | 1,381 | $251.0K | 0.15% | −1,239−47.3% | Reduced |
| Pinnacle Bancorp, Inc. | 1,379 | $251.0K | 0.10% | −15−1.1% | Reduced |
| Journey Advisory Group, LLC | 1,377 | $251.0K | 0.08% | +8+0.6% | Added |
| CWA Asset Management Group, LLC | 1,385 | $252.0K | 0.02% | +68+5.2% | Added |
| Enlightenment Research, LLC | 1,400 | $255.0K | 0.31% | −1,400−50.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,400 | $255.0K | 0.03% | +400+40.0% | Added |
| Burke & Herbert Bank & Trust Co | 1,405 | $256.0K | 0.17% | 00.0% | Unchanged |
| Doliver Advisors, LP | 1,406 | $256.0K | 0.09% | +23+1.7% | Added |
| Advus Financial Partners, LLC | 1,197 | $256.6K | 0.14% | +1,197 | New |