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 |
|---|---|---|---|---|---|
| WealthShield Partners, LLC | 1,874 | $342.0K | 0.09% | −196−9.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,879 | $342.0K | 0.12% | −114−5.7% | Reduced |
| Staley Capital Advisers Inc | 1,880 | $342.0K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,881 | $343.0K | 0.02% | −4,886−72.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,890 | $344.0K | 0.10% | −31−1.6% | Reduced |
| West Coast Financial LLC | 1,894 | $345.0K | 0.06% | +518+37.6% | Added |
| Truehand, Inc | 1,900 | $346.0K | 0.20% | 00.0% | Unchanged |
| Round Table Services, LLC | 1,900 | $346.0K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,892 | $346.0K | 0.02% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 1,904 | $346.7K | 0.13% | +1+0.1% | Added |
| Investment Advisory Services Inc | 1,908 | $347.0K | 0.21% | +21+1.1% | Added |
| Trust Co of Kansas | 1,911 | $348.0K | 0.20% | −29−1.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,917 | $349.0K | 0.13% | +715+59.5% | Added |
| Investment Partners, Ltd. | 1,919 | $350.0K | 0.16% | +1,919 | New |
| Windsor Group LTD | 1,932 | $351.0K | 0.07% | −217−10.1% | Reduced |
| Vigilare Wealth Management | 1,926 | $351.0K | 0.22% | +751+63.9% | Added |
| Bray Capital Advisors | 1,930 | $352.0K | 0.09% | +4+0.2% | Added |
| Benedict Financial Advisors Inc | 1,940 | $353.0K | 0.10% | −16−0.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,969 | $359.0K | 0.23% | +34+1.8% | Added |
| Vista Capital Partners, Inc. | 1,976 | $360.0K | 0.05% | −53−2.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,976 | $360.0K | 0.05% | +120+6.5% | Added |
| Park Circle Co | 2,000 | $364.0K | 0.30% | 00.0% | Unchanged |
| Rice Partnership, LLC | 2,000 | $364.0K | 0.12% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 2,000 | $364.0K | 0.13% | +150+8.1% | Added |
| FIDELIS iM, LLC | 2,000 | $364.0K | 0.23% | +2,000 | New |
| Wealth Alliance Advisory Group, LLC | 2,009 | $366.0K | 0.18% | +120+6.4% | Added |
| Corundum Group, Inc. | 2,012 | $366.0K | 0.27% | +258+14.7% | Added |
| Brewin Dolphin Ltd | 2,016 | $367.1K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,021 | $368.0K | 0.03% | +746+58.5% | Added |
| Spotlight Asset Group, Inc. | 2,024 | $369.0K | 0.18% | −10.0% | Reduced |
| Renasant Bank | 2,033 | $371.0K | 0.29% | −144−6.6% | Reduced |
| Global Trust Asset Management, LLC | 2,040 | $371.0K | 0.17% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 2,037 | $371.0K | 0.19% | +52+2.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,044 | $372.0K | 0.16% | +3+0.1% | Added |
| Spirit of America Management Corp | 2,050 | $373.0K | 0.08% | +150+7.9% | Added |
| Crestwood Advisors Group LLC | 2,056 | $374.0K | 0.01% | +408+24.8% | Added |
| LVM Capital Management Ltd | 2,073 | $377.0K | 0.06% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,078 | $378.0K | 0.25% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,078 | $378.0K | 0.12% | +958+85.5% | Added |
| Accurate Wealth Management, LLC | 2,078 | $379.0K | 0.33% | −51−2.4% | Reduced |
| Gryphon Financial Partners LLC | 2,086 | $380.0K | 0.09% | −82−3.8% | Reduced |
| Navellier & Associates Inc | 2,092 | $381.0K | 0.06% | +246+13.3% | Added |
| Atlas Brown,Inc. | 2,096 | $382.0K | 0.17% | +10.0% | Added |
| Andesa Financial Management Inc. | 2,106 | $382.0K | 0.21% | +2,106 | New |
| Wellington Shields & Co., LLC | 2,105 | $383.0K | 0.13% | −500−19.2% | Reduced |
| Great Diamond Partners, LLC | 2,106 | $383.0K | 0.10% | +43+2.1% | Added |
| Joel Isaacson & Co., LLC | 2,107 | $384.0K | 0.03% | −307−12.7% | Reduced |
| AMJ Financial Wealth Management | 2,124 | $387.0K | 0.16% | −850−28.6% | Reduced |
| Financial Sense Advisors, Inc. | 2,125 | $387.0K | 0.13% | 00.0% | Unchanged |
| Grace Capital | 1,900 | $387.0K | 0.24% | +300+18.8% | Added |
| Landscape Capital Management, L.L.C. | 2,133 | $388.0K | 0.05% | −3,507−62.2% | Reduced |
| Allen Capital Group, LLC | 2,128 | $388.0K | 0.08% | +62+3.0% | Added |
| McRae Capital Management Inc | 2,144 | $390.0K | 0.09% | +3+0.1% | Added |
| Atom Investors LP | 2,147 | $391.0K | 0.08% | +2,147 | New |
| Cobblestone Capital Advisors LLC | 2,150 | $392.0K | 0.03% | −18−0.8% | Reduced |
| HFR Wealth Management, LLC | 2,152 | $392.0K | 0.11% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,151 | $392.0K | 0.27% | +27+1.3% | Added |
| Aries Wealth Management | 2,156 | $393.0K | 0.17% | +70+3.4% | Added |
| Advisors Management Group Inc | 2,164 | $394.0K | 0.12% | +61+2.9% | Added |
| GPS Wealth Strategies Group, LLC | 2,163 | $394.0K | 0.10% | +271+14.3% | Added |
| Baystate Wealth Management LLC | 2,170 | $395.0K | 0.04% | +10.0% | Added |
| McIlrath & Eck, LLC | 2,172 | $396.0K | 0.12% | +7+0.3% | Added |
| Marshall Financial Group LLC | 2,176 | $396.0K | 0.20% | +73+3.5% | Added |
| QVR LLC | 2,181 | $397.0K | 0.81% | +2,181 | New |
| Peoples Financial Services Corp. | 2,195 | $399.0K | 0.17% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,196 | $400.0K | 0.02% | +59+2.8% | Added |
| Atlas Private Wealth Management | 2,198 | $400.0K | 0.24% | +222+11.2% | Added |
| Dearborn Partners LLC | 2,204 | $401.0K | 0.02% | −45−2.0% | Reduced |
| DF Dent & Co Inc | 2,211 | $403.0K | 0.00% | −250−10.2% | Reduced |
| Perennial Investment Advisors, LLC | 2,237 | $407.0K | 0.14% | −18−0.8% | Reduced |
| West Family Investments, Inc. | 2,241 | $408.0K | 0.11% | +50+2.3% | Added |
| Weybosset Research & Management LLC | 2,250 | $410.0K | 0.17% | −250−10.0% | Reduced |
| Tradition Wealth Management, LLC | 2,259 | $411.0K | 0.06% | +96+4.4% | Added |
| Harvest Fund Management Co., Ltd | 2,269 | $412.0K | 0.09% | −20−0.9% | Reduced |
| Sutton Wealth Advisors Inc. | 2,269 | $413.2K | 0.15% | −10.0% | Reduced |
| US Asset Management LLC | 2,272 | $414.0K | 0.40% | +2,272 | New |
| Leisure Capital Management | 2,279 | $415.0K | 0.22% | −36−1.6% | Reduced |
| Winthrop Advisory Group LLC | 2,276 | $415.0K | 0.09% | +289+14.5% | Added |
| Advisors Preferred, LLC | 2,300 | $417.0K | 0.06% | +293+14.6% | Added |
| Old Mission Investment Co LLC | 2,295 | $417.9K | 0.17% | +25+1.1% | Added |
| Red Wave Investments LLC | 2,295 | $418.0K | 0.15% | −2−0.1% | Reduced |
| Strategy Asset Managers LLC | 2,296 | $418.0K | 0.09% | +13+0.6% | Added |
| Narwhal Capital Management | 2,294 | $418.0K | 0.05% | +2,294 | New |
| Ledyard National Bank | 2,301 | $419.0K | 0.04% | −75−3.2% | Reduced |
| Garrison Bradford & Associates Inc | 2,300 | $419.0K | 0.43% | +1,300+130.0% | Added |
| Alexandria Capital, LLC | 2,315 | $422.0K | 0.04% | +45+2.0% | Added |
| West Paces Advisors Inc. | 2,334 | $425.0K | 0.15% | +572+32.5% | Added |
| Accel Wealth Management | 2,355 | $429.0K | 0.28% | −208−8.1% | Reduced |
| Reitz Capital Advisors LLC | 2,356 | $429.0K | 0.32% | +89+3.9% | Added |
| Versant Capital Management, Inc | 2,364 | $430.0K | 0.15% | −20−0.8% | Reduced |
| First City Capital Management, Inc. | 2,360 | $430.0K | 0.24% | +795+50.8% | Added |
| Edmond de Rothschild Holding S.A. | 2,376 | $433.0K | 0.01% | +1,385+139.8% | Added |
| Bank Ozk | 2,392 | $436.0K | 0.20% | −600−20.1% | Reduced |
| blooom, inc. | 2,383 | $437.0K | 0.36% | −362−13.2% | Reduced |
| Proficio Capital Partners LLC | 2,399 | $437.0K | 0.06% | −18−0.7% | Reduced |
| Marks Wealth, LLC | 2,400 | $437.0K | 0.14% | +2,400 | New |
| Adirondack Trust Co | 2,050 | $438.0K | 0.21% | −30−1.4% | Reduced |
| Sentry Investment Management LLC | 2,413 | $439.0K | 0.13% | −5,350−68.9% | Reduced |
| Banco Santander, S.A. | 2,412 | $439.0K | 0.00% | −4,292−64.0% | Reduced |
| TRUE Private Wealth Advisors | 2,412 | $439.0K | 0.06% | −109−4.3% | Reduced |