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 |
|---|---|---|---|---|---|
| Braun-Bostich & Associates Inc. | 2,421 | $441.0K | 0.83% | −8−0.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,438 | $444.0K | 0.09% | +43+1.8% | Added |
| Stuart Chaussee & Associates, Inc. | 2,447 | $446.0K | 0.69% | 00.0% | Unchanged |
| Crossvault Capital Management LLC | 2,450 | $446.0K | 0.14% | 00.0% | Unchanged |
| Univest Financial Corp | 2,453 | $447.0K | 0.12% | −123−4.8% | Reduced |
| NTV Asset Management LLC | 2,455 | $447.0K | 0.08% | +192+8.5% | Added |
| Personal Cfo Solutions, LLC | 2,453 | $447.0K | 0.09% | +203+9.0% | Added |
| Fort Sheridan Advisors LLC | 2,460 | $448.0K | 0.15% | +786+47.0% | Added |
| 360 Financial, Inc. | 2,466 | $449.0K | 0.23% | +10.0% | Added |
| Regent Peak Wealth Advisors LLC | 2,465 | $449.0K | 0.13% | −8−0.3% | Reduced |
| Highland Private Wealth Management | 2,468 | $450.0K | 0.06% | −222−8.3% | Reduced |
| Founders Capital Management, LLC | 2,475 | $451.0K | 0.11% | −500−16.8% | Reduced |
| SignalPoint Asset Management, LLC | 2,477 | $451.0K | 0.14% | +56+2.3% | Added |
| Bluesphere Advisors, LLC | 2,499 | $455.0K | 0.44% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 2,500 | $455.0K | 0.15% | +2,500 | New |
| Ausdal Financial Partners, Inc. | 2,505 | $456.0K | 0.07% | −324−11.5% | Reduced |
| Cadence Bank NA | 2,510 | $457.0K | 0.14% | −27−1.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,520 | $459.0K | 0.04% | +204+8.8% | Added |
| Pacitti Group Inc. | 2,524 | $460.0K | 0.29% | +24+1.0% | Added |
| Prime Capital Investment Advisors, LLC | 2,534 | $461.0K | 0.03% | −432−14.6% | Reduced |
| Zacks Investment Management | 2,547 | $464.0K | 0.01% | −24,969−90.7% | Reduced |
| Nations Financial Group Inc, | 2,547 | $464.0K | 0.07% | −200−7.3% | Reduced |
| Shufro Rose & Co LLC | 2,550 | $464.0K | 0.04% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,551 | $465.0K | 0.13% | +373+17.1% | Added |
| Delta Financial Advisors LLC | 2,557 | $466.0K | 0.21% | +4+0.2% | Added |
| Cannon Financial Strategists, Inc. | 2,561 | $466.4K | 0.18% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 2,567 | $467.0K | 0.12% | −468−15.4% | Reduced |
| Arete Wealth Advisors, LLC | 2,569 | $467.0K | 0.05% | −103−3.9% | Reduced |
| Cohen & Steers, Inc. | 2,578 | $469.0K | 0.00% | −188−6.8% | Reduced |
| Gamco Investors, Inc. Et Al | 2,593 | $472.0K | 0.00% | +2,593 | New |
| Brown Advisory Securities, LLC | 2,596 | $472.0K | 0.14% | +2,596 | New |
| Peavine Capital, LLC | 2,600 | $473.0K | 0.10% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,595 | $473.0K | 0.18% | +13+0.5% | Added |
| Cahaba Wealth Management, Inc. | 2,600 | $473.0K | 0.07% | +2,600 | New |
| N.E.W. Advisory Services LLC | 2,604 | $474.0K | 0.08% | +55+2.2% | Added |
| BLB&B Advisors, LLC | 2,604 | $474.0K | 0.03% | +394+17.8% | Added |
| Advisors Capital Management, LLC | 2,606 | $475.0K | 0.01% | +208+8.7% | Added |
| Barber Financial Group, Inc. | 2,619 | $477.0K | 0.06% | +216+9.0% | Added |
| First Citizens Bank & Trust Co | 2,617 | $477.0K | 0.02% | +420+19.1% | Added |
| Cabot Wealth Management Inc | 2,633 | $479.0K | 0.06% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,642 | $481.0K | 0.33% | −46−1.7% | Reduced |
| Beaumont Financial Partners, LLC | 2,641 | $481.0K | 0.04% | +2+0.1% | Added |
| Gilman Hill Asset Management, LLC | 2,640 | $481.0K | 0.12% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 2,648 | $482.0K | 0.55% | +2,648 | New |
| Skba Capital Management LLC | 2,650 | $483.0K | 0.10% | −5,570−67.8% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 2,653 | $483.0K | 0.15% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 2,656 | $483.0K | 0.57% | +2,656 | New |
| Kistler-Tiffany Companies, LLC | 2,709 | $493.0K | 0.11% | +10.0% | Added |
| TNF LLC | 2,442 | $493.0K | 0.21% | +2,442 | New |
| NovaPoint Capital, LLC | 2,716 | $495.0K | 0.20% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 2,731 | $497.0K | 0.35% | −82−2.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,746 | $500.0K | 0.29% | −18−0.7% | Reduced |
| Gray Wealth Management Inc. | 2,748 | $500.0K | 0.28% | −16−0.6% | Reduced |
| Weaver Consulting Group | 2,753 | $501.0K | 0.27% | +12+0.4% | Added |
| Aurora Private Wealth, Inc. | 2,755 | $502.0K | 0.20% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,767 | $504.0K | 0.45% | −42−1.5% | Reduced |
| Cribstone Capital Management, LLC | 2,782 | $507.0K | 0.30% | +43+1.6% | Added |
| Penserra Capital Management LLC | 2,804 | $509.0K | 0.01% | −2,916−51.0% | Reduced |
| Weatherly Asset Management L. P. | 2,799 | $510.0K | 0.06% | 00.0% | Unchanged |
| RDA Financial Network | 2,807 | $511.0K | 0.23% | +9+0.3% | Added |
| Childress Capital Advisors, LLC | 2,809 | $511.0K | 0.21% | +380+15.6% | Added |
| Westhampton Capital, LLC | 2,845 | $518.0K | 0.35% | +1,120+64.9% | Added |
| Boston Family Office LLC | 2,862 | $521.0K | 0.04% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 2,863 | $521.0K | 0.06% | +2,863 | New |
| Segment Wealth Management, LLC | 2,871 | $523.0K | 0.06% | +10.0% | Added |
| Field & Main Bank | 2,880 | $524.0K | 0.34% | −190−6.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,897 | $527.0K | 0.18% | +451+18.4% | Added |
| Tarbox Family Office, Inc. | 2,900 | $528.0K | 0.10% | +16+0.6% | Added |
| Choice Wealth Advisors, LLC | 2,905 | $529.0K | 0.45% | +9+0.3% | Added |
| Davidson Trust Co | 2,914 | $531.0K | 0.41% | −3−0.1% | Reduced |
| Corrigan Financial, Inc. | 2,917 | $531.2K | 0.16% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,925 | $533.0K | 0.27% | +5+0.2% | Added |
| RFG Advisory, LLC | 2,951 | $537.0K | 0.04% | −39−1.3% | Reduced |
| 180 Wealth Advisors, LLC | 2,778 | $538.0K | 0.12% | −97−3.4% | Reduced |
| Flagship Harbor Advisors, LLC | 2,586 | $538.0K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,960 | $539.0K | 0.15% | +37+1.3% | Added |
| Formidable Asset Management, LLC | 2,990 | $544.0K | 0.10% | +100+3.5% | Added |
| Bailard, Inc. | 2,991 | $545.0K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,992 | $545.0K | 0.04% | +44+1.5% | Added |
| Mogy Joel R Investment Counsel Inc | 3,000 | $546.0K | 0.04% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 3,000 | $546.0K | 0.25% | +3,000 | New |
| Magnolia Capital Management Ltd | 3,000 | $546.0K | 0.47% | +3,000 | New |
| Octavia Wealth Advisors, LLC | 3,010 | $547.0K | 0.14% | −22−0.7% | Reduced |
| AIA Group Ltd | 3,008 | $548.0K | 0.03% | −4,534−60.1% | Reduced |
| Harbour Capital Advisors, LLC | 3,009 | $548.0K | 0.14% | 00.0% | Unchanged |
| New England Asset Management Inc | 3,014 | $549.0K | 0.01% | +1,074+55.4% | Added |
| EPG Wealth Management LLC | 3,022 | $550.0K | 0.22% | +78+2.6% | Added |
| Landmark Financial Advisors, LLC | 3,242 | $551.0K | 0.30% | −50−1.5% | Reduced |
| Roberts Glore & Co Inc | 3,025 | $551.0K | 0.17% | +230+8.2% | Added |
| Meristem Family Wealth, LLC | 3,025 | $551.0K | 0.05% | +1,692+126.9% | Added |
| Secure Asset Management, LLC | 3,042 | $554.0K | 0.27% | +857+39.2% | Added |
| Archer Investment Corp | 3,050 | $555.4K | 0.21% | −1,200−28.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,052 | $556.0K | 0.15% | −188−5.8% | Reduced |
| NorthRock Partners, LLC | 2,946 | $556.0K | 0.05% | +605+25.8% | Added |
| Kore Private Wealth LLC | 3,061 | $557.0K | 0.06% | +59+2.0% | Added |
| Detalus Advisors, LLC | 3,061 | $557.0K | 0.28% | +300+10.9% | Added |
| Jeppson Wealth Management, LLC | 3,087 | $562.0K | 0.29% | +110+3.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,090 | $563.0K | 0.03% | +350+12.8% | Added |
| Minot Wealth Management LLC | 3,089 | $563.0K | 0.12% | +1,273+70.1% | Added |
| Cornerstone Advisory, LLC | 3,099 | $564.0K | 0.09% | −19−0.6% | Reduced |