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 |
|---|---|---|---|---|---|
| Frisch Financial Group, Inc. | 1,412 | $257.0K | 0.09% | +6+0.4% | Added |
| Onyx Bridge Wealth Group LLC | 1,330 | $257.0K | 0.10% | −25−1.8% | Reduced |
| Wealth Quarterback LLC | 4,695 | $259.0K | 0.17% | +2,901+161.7% | Added |
| Avestar Capital, LLC | 1,425 | $259.0K | 0.05% | +70+5.2% | Added |
| Thoroughbred Financial Services, LLC | 1,442 | $262.0K | 0.06% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,439 | $262.0K | 0.02% | +17+1.2% | Added |
| Lineweaver Wealth Advisors, LLC | 1,458 | $265.0K | 0.08% | +1,458 | New |
| Harvey Investment Co LLC | 1,458 | $266.0K | 0.03% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 1,459 | $266.0K | 0.05% | +1,459 | New |
| Stony Point Wealth Management Inc. | 1,462 | $266.0K | 0.16% | +1,462 | New |
| Tiemann Investment Advisors, LLC | 1,467 | $267.0K | 0.13% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,472 | $268.0K | 0.04% | −120−7.5% | Reduced |
| Compton Capital Management Inc | 1,470 | $268.0K | 0.08% | −20−1.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 1,475 | $269.0K | 0.02% | −400−21.3% | Reduced |
| Aspiriant, LLC | 1,477 | $269.0K | 0.02% | −252−14.6% | Reduced |
| Ambassador Advisors, LLC | 1,475 | $269.0K | 0.05% | 00.0% | Unchanged |
| Rbo & Co LLC | 1,500 | $273.0K | 0.05% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,483 | $273.0K | 0.17% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,504 | $274.0K | 0.13% | +78+5.5% | Added |
| Inscription Capital, LLC | 1,509 | $275.0K | 0.09% | −2,904−65.8% | Reduced |
| Aua Capital Management, LLC | 1,523 | $277.0K | 0.18% | +8+0.5% | Added |
| Intrua Financial, LLC | 1,305 | $277.0K | 0.05% | +1,305 | New |
| Sage Rhino Capital LLC | 1,527 | $278.0K | 0.08% | +41+2.8% | Added |
| Buckingham Capital Management, Inc. | 1,530 | $279.0K | 0.05% | −310−16.8% | Reduced |
| Oak Asset Management, LLC | 1,441 | $279.0K | 0.12% | +173+13.6% | Added |
| Yorktown Management & Research Co Inc | 1,540 | $280.0K | 0.21% | 00.0% | Unchanged |
| First PREMIER Bank | 1,537 | $280.0K | 0.08% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,538 | $280.0K | 0.03% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 1,551 | $282.0K | 0.12% | −943−37.8% | Reduced |
| Bank of Nova Scotia Trust Co | 1,550 | $282.0K | 0.03% | −114−6.9% | Reduced |
| Teza Capital Management LLC | 1,553 | $283.0K | 0.14% | −1,765−53.2% | Reduced |
| Boltwood Capital Management | 1,560 | $284.0K | 0.11% | −100−6.0% | Reduced |
| Insight Advisors, LLC | 1,350 | $284.0K | 0.08% | +32+2.4% | Added |
| WESPAC Advisors, LLC | 1,558 | $284.0K | 0.18% | +1,558 | New |
| FinTrust Capital Advisors, LLC | 1,563 | $285.0K | 0.08% | −65−4.0% | Reduced |
| Golden State Equity Partners | 1,564 | $285.0K | 0.12% | +89+6.0% | Added |
| Calton & Associates, Inc. | 1,575 | $286.0K | 0.06% | +3+0.2% | Added |
| PYA Waltman Capital, LLC | 1,573 | $286.0K | 0.16% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 1,571 | $286.0K | 0.38% | +167+11.9% | Added |
| McKinley Carter Wealth Services, Inc. | 1,578 | $287.0K | 0.02% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,577 | $287.0K | 0.01% | +1,577 | New |
| Robertson Stephens Wealth Management, LLC | 1,586 | $288.0K | 0.03% | −176−10.0% | Reduced |
| Elgethun Capital Management | 1,583 | $288.0K | 0.10% | +5+0.3% | Added |
| Washington Trust Bank | 1,583 | $288.0K | 0.03% | +1,583 | New |
| Opus Capital Group, LLC | 1,588 | $289.0K | 0.07% | +169+11.9% | Added |
| Platform Technology Partners | 1,593 | $290.0K | 0.13% | −338−17.5% | Reduced |
| Means Investment Co., Inc. | 1,594 | $290.0K | 0.06% | +2+0.1% | Added |
| AlphaStar Capital Management, LLC | 1,454 | $290.0K | 0.02% | +1,454 | New |
| Hall Laurie J Trustee | 1,600 | $291.0K | 0.11% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,598 | $291.0K | 0.05% | +230+16.8% | Added |
| Lake Street Financial LLC | 1,606 | $292.0K | 0.07% | −2−0.1% | Reduced |
| Somerset Trust Co | 1,606 | $292.0K | 0.12% | +474+41.9% | Added |
| Vigilant Capital Management, LLC | 1,607 | $293.0K | 0.02% | −37−2.3% | Reduced |
| BSW Wealth Partners | 1,613 | $294.0K | 0.08% | +185+13.0% | Added |
| Wealthquest Corp | 1,615 | $294.0K | 0.05% | +219+15.7% | Added |
| Cozad Asset Management Inc | 1,617 | $294.0K | 0.05% | +580+55.9% | Added |
| Foster & Motley Inc | 1,619 | $295.0K | 0.02% | +321+24.7% | Added |
| Sather Financial Group Inc | 1,619 | $295.0K | 0.03% | +1,619 | New |
| Mather Group, LLC. | 1,626 | $296.0K | 0.01% | −981−37.6% | Reduced |
| Exane Derivatives | 1,640 | $298.7K | 0.07% | −1,650−50.2% | Reduced |
| Concord Wealth Partners | 1,658 | $302.0K | 0.12% | −1,115−40.2% | Reduced |
| Verity Asset Management, Inc. | 1,668 | $304.0K | 0.20% | −16−1.0% | Reduced |
| M. Kraus & Co | 1,676 | $305.0K | 0.11% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,681 | $306.0K | 0.08% | +1,450+627.7% | Added |
| LexAurum Advisors, LLC | 1,687 | $307.0K | 0.09% | −59−3.4% | Reduced |
| Kercheville Advisors, LLC | 1,701 | $310.0K | 0.15% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,700 | $310.0K | 0.67% | +1,700 | New |
| Van Hulzen Asset Management, LLC | 1,707 | $311.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 1,718 | $313.0K | 0.14% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,736 | $316.0K | 0.08% | +16+0.9% | Added |
| Security National Bank of So Dak | 1,748 | $318.0K | 0.24% | +1,748 | New |
| Aptus Capital Advisors, LLC | 1,751 | $319.0K | 0.01% | +91+5.5% | Added |
| Creative Financial Designs Inc | 1,759 | $320.0K | 0.05% | −15−0.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,763 | $321.0K | 0.17% | 00.0% | Unchanged |
| Titus Wealth Management | 1,771 | $322.0K | 0.17% | +339+23.7% | Added |
| GQG Partners LLC | 1,773 | $323.0K | 0.00% | +437+32.7% | Added |
| Essex LLC | 1,774 | $323.0K | 0.09% | +1,774 | New |
| Wellington Shields Capital Management, LLC | 1,777 | $324.0K | 0.04% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,784 | $325.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,783 | $325.0K | 0.13% | +126+7.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,788 | $326.0K | 0.03% | −43−2.3% | Reduced |
| WMS Partners, LLC | 1,790 | $326.0K | 0.05% | +2+0.1% | Added |
| Kings Point Capital Management | 1,801 | $328.0K | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,803 | $328.0K | 0.37% | +12+0.7% | Added |
| Vista Investment Management | 1,800 | $328.0K | 0.19% | +616+52.0% | Added |
| Stokes Family Office, LLC | 1,805 | $329.0K | 0.05% | +26+1.5% | Added |
| Laird Norton Trust Company, LLC | 1,809 | $329.0K | 0.03% | +78+4.5% | Added |
| Becker Capital Management Inc | 1,804 | $329.0K | 0.01% | +82+4.8% | Added |
| Coyle Financial Counsel LLC | 1,811 | $330.0K | 0.19% | +511+39.3% | Added |
| Legacy Bridge, LLC | 1,817 | $331.0K | 0.19% | +40+2.3% | Added |
| Convergence Investment Partners, LLC | 1,822 | $332.0K | 0.18% | −8,071−81.6% | Reduced |
| MidWestOne Financial Group, Inc. | 1,821 | $332.0K | 0.08% | −1,000−35.4% | Reduced |
| Leavell Investment Management, Inc. | 1,824 | $332.0K | 0.02% | +1,824 | New |
| Warren Averett Asset Management, LLC | 1,560 | $333.0K | 0.03% | +55+3.7% | Added |
| Jones Financial Companies LLLP | 1,842 | $335.0K | 0.00% | +163+9.7% | Added |
| Sugarloaf Wealth Management, LLC | 1,853 | $337.0K | 0.09% | +2+0.1% | Added |
| Global Strategic Investment Solutions, LLC | 1,856 | $338.0K | 0.06% | +270+17.0% | Added |
| Unio Capital LLC | 1,861 | $339.0K | 0.15% | −16−0.9% | Reduced |
| WC Walker & Associates, Inc. | 1,871 | $341.0K | 0.18% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,873 | $341.0K | 0.08% | +79+4.4% | Added |