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 |
|---|---|---|---|---|---|
| Capital One Financial Corp | 3,108 | $566.0K | 0.07% | −393−11.2% | Reduced |
| Game Creek Capital, LP | 3,125 | $569.0K | 0.30% | −2,875−47.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,141 | $572.0K | 0.02% | +228+7.8% | Added |
| XTX Topco Ltd | 3,143 | $572.0K | 0.19% | +3,143 | New |
| Summit X, LLC | 3,172 | $575.0K | 0.14% | +37+1.2% | Added |
| Balentine LLC | 3,176 | $578.0K | 0.02% | −129−3.9% | Reduced |
| King Wealth | 3,181 | $579.0K | 0.12% | 00.0% | Unchanged |
| MA Private Wealth | 3,185 | $580.0K | 0.11% | +8+0.3% | Added |
| Quadrant Capital Group LLC | 3,186 | $580.0K | 0.08% | +118+3.8% | Added |
| Sargent Investment Group, LLC | 3,188 | $581.0K | 0.14% | +71+2.3% | Added |
| Quest Capital Management Inc | 3,194 | $582.0K | 0.11% | +45+1.4% | Added |
| DeDora Capital, Inc. | 3,210 | $585.0K | 0.25% | −78−2.4% | Reduced |
| Heritage Wealth Advisors | 3,258 | $593.2K | 0.04% | −191−5.5% | Reduced |
| E&G Advisors, LP | 3,262 | $594.0K | 0.16% | +3,262 | Added |
| Selective Wealth Management, Inc. | 3,280 | $597.0K | 0.32% | −1,940−37.2% | Reduced |
| Montis Financial, LLC | 3,369 | $601.0K | 0.51% | +9+0.3% | Added |
| BCJ Capital Management, LLC | 3,307 | $602.0K | 0.06% | +687+26.2% | Added |
| Coldstream Capital Management Inc | 3,623 | $604.0K | 0.03% | −18,830−83.9% | Reduced |
| Maryland Capital Management | 3,327 | $606.0K | 0.04% | −112−3.3% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 3,330 | $606.4K | 0.07% | 00.0% | Unchanged |
| BTG Pactual Global Asset Management Ltd | 3,335 | $607.0K | 0.56% | +3,335 | New |
| Successful Portfolios LLC | 3,339 | $608.0K | 0.36% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 3,339 | $608.0K | 0.11% | +1,534+85.0% | Added |
| Summit Asset Management, LLC | 3,344 | $609.0K | 0.19% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 3,351 | $610.0K | 0.11% | −130−3.7% | Reduced |
| Parkside Financial Bank & Trust | 3,357 | $611.0K | 0.18% | +231+7.4% | Added |
| Fukoku Mutual Life Insurance Co | 3,360 | $612.0K | 0.05% | +560+20.0% | Added |
| McGuire Investment Group, LLC | 3,365 | $613.0K | 0.12% | −45−1.3% | Reduced |
| Sunflower Bank, N.A. | 3,379 | $615.0K | 0.09% | −255−7.0% | Reduced |
| Capital Analysts, LLC | 3,384 | $616.0K | 0.04% | −380−10.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,380 | $616.0K | 0.16% | +79+2.4% | Added |
| De Burlo Group Inc | 3,389 | $617.0K | 0.10% | 00.0% | Unchanged |
| First Nebraska Trust Co | 3,391 | $617.5K | 0.08% | +750+28.4% | Added |
| Proequities, Inc. | 3,392 | $618.0K | 0.04% | −93−2.7% | Reduced |
| Evoke Wealth, LLC | 3,395 | $618.0K | 0.02% | −14−0.4% | Reduced |
| Cornerstone Wealth Group, LLC | 3,394 | $618.0K | 0.11% | +54+1.6% | Added |
| Essex Savings Bank | 3,165 | $619.0K | 0.23% | +226+7.7% | Added |
| Sun Life Financial INC | 3,403 | $619.0K | 0.04% | +799+30.7% | Added |
| Erste Asset Management GmbH | 3,362 | $621.1K | 0.01% | +187+5.9% | Added |
| Valley National Advisers Inc | 3,422 | $623.0K | 0.11% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3,434 | $625.0K | 0.15% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3,431 | $625.0K | 0.13% | +7+0.2% | Added |
| Greenwich Wealth Management LLC | 3,453 | $629.0K | 0.05% | +352+11.4% | Added |
| Baker Ellis Asset Management LLC | 3,460 | $630.0K | 0.12% | −50−1.4% | Reduced |
| IFG Advisors, LLC | 3,471 | $632.0K | 0.29% | +18+0.5% | Added |
| Community Bank & Trust, Waco, Texas | 3,494 | $636.0K | 0.21% | −11−0.3% | Reduced |
| Menard Financial Group LLC | 3,490 | $636.0K | 0.56% | +394+12.7% | Added |
| Profit Investment Management, LLC | 3,513 | $639.0K | 0.44% | 00.0% | Unchanged |
| Little House Capital LLC | 3,557 | $648.0K | 0.38% | −212−5.6% | Reduced |
| Defined Wealth Management, LLC | 3,556 | $648.0K | 0.57% | +31+0.9% | Added |
| Family Legacy, Inc. | 3,542 | $650.0K | 0.29% | −19−0.5% | Reduced |
| BFT Financial Group, LLC | 3,590 | $654.0K | 0.12% | +583+19.4% | Added |
| Verition Fund Management LLC | 3,602 | $656.0K | 0.01% | +1,408+64.2% | Added |
| Cascadia Advisory Services, LLC | 3,606 | $657.0K | 0.13% | +639+21.5% | Added |
| Gateway Advisory, LLC | 3,611 | $658.0K | 0.14% | +3,611 | New |
| Burney Co | 3,618 | $659.0K | 0.03% | −191−5.0% | Reduced |
| Corrado Advisors, LLC | 3,647 | $664.0K | 0.41% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 3,647 | $664.0K | 0.56% | +10.0% | Added |
| Founders Capital Management | 3,650 | $665.0K | 0.46% | −115−3.1% | Reduced |
| SFMG, LLC | 3,655 | $666.0K | 0.07% | +103+2.9% | Added |
| ERTS Wealth Advisors, LLC | 3,672 | $668.0K | 0.18% | −50−1.3% | Reduced |
| First Midwest Bank Trust Division | 3,679 | $670.0K | 0.10% | +259+7.6% | Added |
| McAdam, LLC | 3,677 | $670.0K | 0.07% | +14+0.4% | Added |
| Patten Group, Inc. | 3,688 | $672.0K | 0.20% | +131+3.7% | Added |
| Douglas Lane & Associates, LLC | 3,693 | $672.0K | 0.01% | +160+4.5% | Added |
| Salvus Wealth Management, LLC | 3,688 | $672.0K | 0.55% | +254+7.4% | Added |
| Mission Wealth Management, LP | 3,692 | $672.0K | 0.03% | +587+18.9% | Added |
| Savant Capital, LLC | 3,695 | $673.0K | 0.02% | +107+3.0% | Added |
| Dakota Wealth Management | 3,704 | $675.0K | 0.08% | −329−8.2% | Reduced |
| Pflug Koory, LLC | 3,708 | $675.0K | 0.37% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 3,715 | $676.0K | 0.58% | +10.0% | Added |
| Assetmark, Inc | 3,723 | $678.0K | 0.00% | +533+16.7% | Added |
| Chicago Partners Investment Group LLC | 3,185 | $679.0K | 0.05% | +236+8.0% | Added |
| Fma Advisory Inc | 3,752 | $683.0K | 0.25% | +524+16.2% | Added |
| Wealthsource Partners, LLC | 3,760 | $685.0K | 0.06% | +210+5.9% | Added |
| Grove Bank & Trust | 3,783 | $689.0K | 0.14% | −226−5.6% | Reduced |
| ProVise Management Group, LLC | 3,791 | $690.0K | 0.07% | +461+13.8% | Added |
| Montecito Bank & Trust | 3,793 | $691.0K | 0.13% | +790+26.3% | Added |
| San Luis Wealth Advisors LLC | 3,792 | $691.0K | 0.38% | +3,792 | New |
| Kingfisher Capital LLC | 3,800 | $692.0K | 0.18% | +101+2.7% | Added |
| FourThought Financial, LLC | 3,810 | $693.0K | 0.09% | −225−5.6% | Reduced |
| Stableford Capital II LLC | 3,625 | $694.0K | 0.35% | +130+3.7% | Added |
| Altus Wealth Group LLC | 3,811 | $694.0K | 0.69% | +1,284+50.8% | Added |
| Northwest Bancshares, Inc. | 3,840 | $699.0K | 0.16% | −13−0.3% | Reduced |
| Wealth Advisory Solutions, LLC | 3,865 | $704.0K | 0.16% | −9,778−71.7% | Reduced |
| Claro Advisors LLC | 3,866 | $704.0K | 0.30% | +181+4.9% | Added |
| Carl P. Sherr & Co., LLC | 3,872 | $705.0K | 0.56% | −51−1.3% | Reduced |
| Western Financial Corporation | 3,889 | $708.0K | 0.42% | +8+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 3,888 | $708.0K | 0.18% | +981+33.7% | Added |
| Liberty Capital Management, Inc. | 3,900 | $710.0K | 0.21% | −30−0.8% | Reduced |
| Sterling Financial Planning, Inc. | 3,897 | $710.0K | 0.45% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 3,907 | $710.0K | 0.11% | +153+4.1% | Added |
| Tocqueville Asset Management L.P. | 3,910 | $712.0K | 0.01% | +5+0.1% | Added |
| ETF Managers Group, LLC | 3,855 | $712.0K | 0.01% | +321+9.1% | Added |
| Lumature Wealth Partners, LLC | 3,917 | $713.0K | 0.29% | +449+12.9% | Added |
| Keudell/Morrison Wealth Management | 3,919 | $714.0K | 0.31% | −134−3.3% | Reduced |
| Maltin Wealth Management, Inc. | 3,936 | $717.0K | 0.44% | −35−0.9% | Reduced |
| Engine No. 1 LLC | 3,935 | $717.0K | 0.18% | +1,628+70.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,960 | $721.0K | 0.10% | +220+5.9% | Added |
| TD Ameritrade Investment Management, LLC | 4,331 | $722.0K | 0.01% | +3,599+491.7% | Added |