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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 3,979 | $724.0K | 0.06% | +31+0.8% | Added |
| Diamant Asset Management, Inc. | 3,975 | $724.0K | 0.60% | +3,975 | New |
| Legg Mason Asset Management (Japan) Co., Ltd. | 3,994 | $727.0K | 0.84% | −330−7.6% | Reduced |
| First Commonwealth Financial Corp | 4,009 | $730.0K | 0.26% | +97+2.5% | Added |
| Terra Nova Asset Management LLC | 4,015 | $731.0K | 0.59% | +94+2.4% | Added |
| Thomasville National Bank | 4,022 | $732.0K | 0.08% | −97−2.4% | Reduced |
| Wilkinson Global Asset Management LLC | 4,043 | $736.0K | 0.04% | −340−7.8% | Reduced |
| Kanawha Capital Management LLC | 4,053 | $738.0K | 0.07% | −9−0.2% | Reduced |
| IHT Wealth Management, LLC | 4,062 | $740.0K | 0.06% | −2,171−34.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,066 | $740.0K | 0.02% | +25+0.6% | Added |
| Hellman Jordan Management Co Inc | 4,071 | $741.0K | 1.04% | −1,526−27.3% | Reduced |
| Investors Asset Management of Georgia Inc | 4,077 | $742.0K | 0.39% | +16+0.4% | Added |
| Hudson Capital Management LLC | 4,084 | $744.0K | 0.30% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,088 | $744.0K | 0.06% | +810+24.7% | Added |
| Perpetual Investment Management Ltd | 4,116 | $749.0K | 0.09% | 00.0% | Unchanged |
| S&T Bank | 4,113 | $749.0K | 0.12% | +229+5.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,157 | $757.0K | 0.27% | +120+3.0% | Added |
| Eqis Capital Management, Inc. | 4,158 | $757.0K | 0.06% | +566+15.8% | Added |
| Oakworth Capital, Inc. | 4,175 | $760.0K | 0.07% | −75−1.8% | Reduced |
| Northeast Financial Consultants Inc | 4,189 | $762.0K | 0.05% | −1,746−29.4% | Reduced |
| S&CO Inc | 4,190 | $762.0K | 0.06% | −30−0.7% | Reduced |
| Covenant Partners, LLC | 4,188 | $763.0K | 0.30% | 00.0% | Unchanged |
| Capital Square, LLC | 4,204 | $763.0K | 0.54% | +233+5.9% | Added |
| Meyer Handelman Co | 4,200 | $765.0K | 0.03% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 4,208 | $766.0K | 0.26% | −19−0.4% | Reduced |
| S.A. Mason LLC | 4,205 | $766.0K | 0.50% | +250+6.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,225 | $770.0K | 0.02% | −6,148−59.3% | Reduced |
| JFS Wealth Advisors, LLC | 4,239 | $772.0K | 0.08% | +4,203+11,675.0% | Added |
| Foundations Investment Advisors, LLC | 4,311 | $775.0K | 0.03% | +146+3.5% | Added |
| Vanguard Capital Wealth Advisors | 4,269 | $777.0K | 0.59% | −399−8.5% | Reduced |
| Eidelman Virant Capital | 4,225 | $777.0K | 0.30% | −25−0.6% | Reduced |
| Principle Wealth Partners LLC | 4,279 | $779.0K | 0.09% | −134−3.0% | Reduced |
| Trustco Bank Corp N Y | 4,275 | $779.0K | 0.73% | +100+2.4% | Added |
| Legacy Financial Advisors, Inc. | 4,278 | $779.0K | 0.19% | +211+5.2% | Added |
| Glen Eagle Advisors, LLC | 4,311 | $785.0K | 0.23% | +87+2.1% | Added |
| Lantz Financial LLC | 4,316 | $786.0K | 0.40% | −426−9.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,314 | $786.0K | 0.14% | +390+9.9% | Added |
| Palumbo Wealth Management LLC | 4,328 | $788.0K | 0.52% | −1,263−22.6% | Reduced |
| Ropes Wealth Advisors LLC | 4,334 | $789.0K | 0.13% | +100+2.4% | Added |
| Credential Qtrade Securities Inc. | 4,355 | $793.0K | 0.06% | +545+14.3% | Added |
| Evermay Wealth Management LLC | 4,368 | $795.0K | 0.15% | −180−4.0% | Reduced |
| Fiduciary Group LLC | 3,695 | $806.0K | 0.09% | −145−3.8% | Reduced |
| Rothschild Investment Corp | 4,438 | $808.0K | 0.07% | −1,774−28.6% | Reduced |
| Orion Portfolio Solutions, LLC | 4,436 | $808.0K | 0.03% | +424+10.6% | Added |
| Signet Financial Management, LLC | 4,435 | $808.0K | 0.14% | +4,435 | New |
| HM Payson & Co | 4,483 | $816.0K | 0.02% | +10.0% | Added |
| Valmark Advisers, Inc. | 4,492 | $818.0K | 0.01% | −219−4.6% | Reduced |
| Banque Pictet & Cie SA | 4,492 | $818.0K | 0.01% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,498 | $819.0K | 0.40% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 4,510 | $821.0K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance | 4,519 | $823.0K | 0.18% | +555+14.0% | Added |
| WestHill Financial Advisors, Inc. | 4,537 | $826.0K | 0.26% | +4,537 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,553 | $829.0K | 0.18% | −65−1.4% | Reduced |
| NVWM, LLC | 4,573 | $832.0K | 0.30% | +140+3.2% | Added |
| swisspartners Ltd. | 4,600 | $838.0K | 0.65% | −150−3.2% | Reduced |
| Barr E S & Co | 4,614 | $840.0K | 0.06% | −17−0.4% | Reduced |
| First National Bank of South Miami | 4,619 | $842.0K | 0.57% | −7−0.2% | Reduced |
| Range Financial Group LLC | 4,629 | $843.0K | 0.61% | −4,809−51.0% | Reduced |
| Liberty Wealth Management LLC | 4,534 | $845.0K | 0.30% | +715+18.7% | Added |
| GYL Financial Synergies, LLC | 4,663 | $849.0K | 0.43% | −240−4.9% | Reduced |
| Peterson Wealth Management | 4,686 | $853.0K | 0.66% | −47−1.0% | Reduced |
| Summit Financial, LLC | 4,687 | $853.5K | 0.07% | +2,093+80.7% | Added |
| Jaffetilchin Investment Partners, LLC | 4,691 | $854.0K | 0.09% | +454+10.7% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,705 | $857.0K | 0.16% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,727 | $861.0K | 0.02% | +8+0.2% | Added |
| Chicago Capital, LLC | 4,747 | $864.0K | 0.03% | +33+0.7% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 4,749 | $865.0K | 0.35% | −455−8.7% | Reduced |
| Stoneridge Investment Partners LLC | 4,750 | $865.0K | 0.43% | +4,750 | New |
| Busey Wealth Management | 4,756 | $866.0K | 0.03% | +1,131+31.2% | Added |
| Annex Advisory Services, LLC | 4,772 | $869.0K | 0.07% | −121−2.5% | Reduced |
| Tudor Investment Corp Et Al | 4,776 | $870.0K | 0.02% | +4,776 | New |
| Diversified Trust Co | 4,785 | $871.0K | 0.03% | −2,000−29.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 4,789 | $872.0K | 0.30% | +66+1.4% | Added |
| Archford Capital Strategies, LLC | 4,812 | $876.0K | 0.21% | +18+0.4% | Added |
| IVC Wealth Advisors LLC | 4,817 | $877.0K | 0.60% | −174−3.5% | Reduced |
| Elk River Wealth Management, LLC | 4,814 | $877.0K | 0.22% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 4,840 | $881.0K | 0.41% | +50+1.0% | Added |
| VeraBank, N.A. | 4,849 | $883.0K | 0.50% | +155+3.3% | Added |
| Lakeview Capital Partners, LLC | 4,857 | $884.0K | 0.41% | +292+6.4% | Added |
| Cooper Financial Group | 4,860 | $885.0K | 0.18% | +13+0.3% | Added |
| Marks Group Wealth Management, Inc | 4,866 | $885.0K | 0.12% | +356+7.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,868 | $886.0K | 0.01% | −8−0.2% | Reduced |
| Compton Wealth Advisory Group, LLC | 4,871 | $887.0K | 0.42% | +72+1.5% | Added |
| Brighton Jones LLC | 4,874 | $888.0K | 0.05% | −260−5.1% | Reduced |
| Dividend Assets Capital, LLC | 4,878 | $888.0K | 0.18% | −224−4.4% | Reduced |
| Wealth Management Partners, LLC | 4,936 | $899.0K | 0.67% | −3−0.1% | Reduced |
| Smith, Moore & Co. | 4,949 | $901.0K | 0.14% | −3−0.1% | Reduced |
| Southeast Asset Advisors Inc. | 4,948 | $901.0K | 0.15% | +3+0.1% | Added |
| Marino, Stram & Associates LLC | 5,011 | $912.0K | 0.32% | −2,028−28.8% | Reduced |
| Krane Funds Advisors LLC | 5,013 | $913.0K | 0.02% | −684−12.0% | Reduced |
| Strategic Wealth Designers | 5,008 | $913.0K | 0.27% | +232+4.9% | Added |
| ZWJ Investment Counsel Inc | 5,035 | $917.0K | 0.05% | −1,000−16.6% | Reduced |
| Mitchell Sinkler & Starr | 5,057 | $921.0K | 0.83% | −100−1.9% | Reduced |
| Bangor Savings Bank | 5,074 | $924.0K | 0.10% | +1,298+34.4% | Added |
| Legacy Advisors, LLC | 5,087 | $926.0K | 0.37% | +39+0.8% | Added |
| Ar Asset Management Inc | 5,100 | $929.0K | 0.26% | 00.0% | Unchanged |
| Terry L. Blaker | 5,114 | $931.0K | 0.06% | +75+1.5% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 5,157 | $936.0K | 0.12% | +25+0.5% | Added |
| LVW Advisors, LLC | 5,139 | $936.0K | 0.16% | +1,146+28.7% | Added |
| Argent Advisors, Inc. | 5,156 | $939.0K | 0.54% | −29−0.6% | Reduced |