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 |
|---|---|---|---|---|---|
| Community Trust & Investment Co | 5,160 | $940.0K | 0.08% | +60+1.2% | Added |
| Park Avenue Securities LLC | 5,184 | $944.0K | 0.02% | +178+3.6% | Added |
| Shelton Capital Management | 5,240 | $954.0K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 5,240 | $954.0K | 0.35% | 00.0% | Unchanged |
| Hyman Charles D | 5,238 | $954.0K | 0.07% | 00.0% | Unchanged |
| Pantheon Investment Group, LLC | 5,192 | $954.0K | 0.82% | +5,192 | New |
| Resource Management, LLC | 5,257 | $957.0K | 0.11% | +608+13.1% | Added |
| Allred Capital Management, LLC | 5,277 | $961.0K | 0.50% | +856+19.4% | Added |
| Cypress Capital Group | 5,285 | $962.0K | 0.13% | +100+1.9% | Added |
| Main Street Financial Solutions, LLC | 5,286 | $963.0K | 0.15% | +288+5.8% | Added |
| Capital Asset Advisory Services LLC | 5,295 | $964.0K | 0.11% | −1,269−19.3% | Reduced |
| Brightworth | 5,302 | $965.0K | 0.09% | +1,461+38.0% | Added |
| First Affirmative Financial Network | 5,306 | $966.0K | 0.99% | +5,306 | New |
| Intrust Bank NA | 5,330 | $970.0K | 0.13% | +1,030+24.0% | Added |
| Barings LLC | 5,350 | $974.0K | 0.02% | −686−11.4% | Reduced |
| LCNB Corp | 5,350 | $974.0K | 0.49% | −44−0.8% | Reduced |
| Teamwork Financial Advisors, LLC | 5,352 | $975.0K | 0.19% | +721+15.6% | Added |
| Affinity Wealth Management LLC | 5,502 | $978.0K | 0.20% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 5,373 | $978.0K | 0.46% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 5,371 | $978.0K | 0.31% | +5,371 | New |
| Quantbot Technologies LP | 5,391 | $981.0K | 0.07% | −3,938−42.2% | Reduced |
| Payden & Rygel | 5,400 | $983.0K | 0.05% | −2,200−28.9% | Reduced |
| 1st Source Bank | 5,405 | $984.0K | 0.06% | +153+2.9% | Added |
| Clear Perspective Advisors, LLC | 5,408 | $985.0K | 0.34% | +85+1.6% | Added |
| 44 Wealth Management LLC | 5,433 | $989.0K | 0.38% | +633+13.2% | Added |
| JT Stratford LLC | 5,460 | $994.0K | 0.31% | +76+1.4% | Added |
| Intellectus Partners, LLC | 5,471 | $996.0K | 0.24% | −320−5.5% | Reduced |
| Two Sigma Investments, LP | 5,482 | $998.0K | 0.00% | −625,088−99.1% | Reduced |
| FRG Family Wealth Advisors LLC | 5,480 | $998.0K | 0.20% | −10.0% | Reduced |
| Colonial Trust Advisors | 5,478 | $998.0K | 0.12% | +73+1.4% | Added |
| DT Investment Partners, LLC | 5,479 | $998.0K | 0.13% | +383+7.5% | Added |
| Old Port Advisors | 5,533 | $1.00M | 0.36% | +929+20.2% | Added |
| MTM Investment Management, LLC | 5,503 | $1.00M | 0.54% | +128+2.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,545 | $1.01M | 0.81% | +130+2.4% | Added |
| Mountain Capital Investment Advisors, Inc | 5,527 | $1.01M | 0.54% | +252+4.8% | Added |
| Regal Investment Advisors LLC | 5,572 | $1.01M | 0.10% | +268+5.1% | Added |
| D.B. Root & Company, LLC | 5,600 | $1.02M | 0.40% | +58+1.0% | Added |
| First Hawaiian Bank | 5,603 | $1.02M | 0.04% | +560+11.1% | Added |
| Citizens Business Bank | 5,620 | $1.02M | 0.14% | −5−0.1% | Reduced |
| DAGCO, Inc. | 5,622 | $1.02M | 0.44% | +20.0% | Added |
| Legacy Wealth Asset Management, LLC | 5,627 | $1.02M | 0.47% | −55−1.0% | Reduced |
| Triangle Securities Wealth Management | 5,642 | $1.03M | 0.35% | −82−1.4% | Reduced |
| Loveless Wealth Management LLC | 5,675 | $1.03M | 0.63% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,677 | $1.03M | 0.14% | +193+3.5% | Added |
| Solitude Financial Services | 5,683 | $1.03M | 0.71% | +83+1.5% | Added |
| Brown Miller Wealth Management, LLC | 5,698 | $1.04M | 0.65% | +302+5.6% | Added |
| Ancora Advisors, LLC | 5,700 | $1.04M | 0.03% | +945+19.9% | Added |
| Avantax Planning Partners, Inc. | 5,721 | $1.04M | 0.05% | −8,798−60.6% | Reduced |
| Fernwood Investment Management, LLC | 5,763 | $1.05M | 0.36% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 5,806 | $1.06M | 0.11% | +275+5.0% | Added |
| Alaethes Wealth LLC | 5,809 | $1.06M | 0.77% | +612+11.8% | Added |
| Apollon Wealth Management, LLC | 5,810 | $1.06M | 0.14% | +3,373+138.4% | Added |
| Waldron Private Wealth LLC | 5,880 | $1.07M | 0.06% | +1,282+27.9% | Added |
| Gleason Group, Inc. | 5,894 | $1.07M | 0.39% | +31+0.5% | Added |
| Redmond Asset Management, LLC | 5,926 | $1.08M | 0.34% | −30−0.5% | Reduced |
| Clarius Group, LLC | 5,940 | $1.08M | 0.10% | +176+3.1% | Added |
| Investors Research Corp | 5,964 | $1.09M | 0.37% | 00.0% | Unchanged |
| NBT Bank N A | 5,979 | $1.09M | 0.15% | +29+0.5% | Added |
| Human Investing LLC | 5,993 | $1.09M | 0.26% | −5,188−46.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,992 | $1.09M | 0.32% | +569+10.5% | Added |
| Sequoia Financial Advisors, LLC | 6,008 | $1.09M | 0.11% | −28,965−82.8% | Reduced |
| Davidson Capital Management Inc. | 6,045 | $1.10M | 0.55% | +259+4.5% | Added |
| Trust Investment Advisors | 6,059 | $1.10M | 0.99% | −80−1.3% | Reduced |
| IFG Advisory, LLC | 6,061 | $1.10M | 0.12% | +1,497+32.8% | Added |
| Regent Investment Management LLC | 6,075 | $1.11M | 0.26% | +270+4.7% | Added |
| Bluefin Capital Management, LLC | 6,077 | $1.11M | 0.13% | +6,077 | New |
| Allworth Financial LP | 6,102 | $1.11M | 0.02% | +4,839+383.1% | Added |
| Marshall Wace, LLP | 6,099 | $1.11M | 0.01% | −218,364−97.3% | Reduced |
| Meitav Dash Investments Ltd | 6,085 | $1.11M | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 6,152 | $1.12M | 0.52% | −136−2.2% | Reduced |
| Trustcore Financial Services, LLC | 6,147 | $1.12M | 0.11% | +9+0.1% | Added |
| Berkshire Asset Management LLC | 6,169 | $1.12M | 0.08% | +13+0.2% | Added |
| Probity Advisors, Inc. | 6,165 | $1.12M | 0.23% | +294+5.0% | Added |
| Belpointe Asset Management LLC | 6,183 | $1.13M | 0.08% | −57−0.9% | Reduced |
| Brown Capital Management LLC | 6,194 | $1.13M | 0.01% | −240−3.7% | Reduced |
| Bank of Hawaii | 6,208 | $1.13M | 0.06% | −250−3.9% | Reduced |
| Voya Financial Advisors, Inc. | 6,181 | $1.14M | 0.14% | −549−8.2% | Reduced |
| Traynor Capital Management, Inc. | 6,272 | $1.14M | 0.16% | −311−4.7% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,279 | $1.14M | 0.41% | −12−0.2% | Reduced |
| Wintrust Investments LLC | 6,275 | $1.14M | 0.15% | +598+10.5% | Added |
| Wrapmanager Inc | 6,281 | $1.14M | 0.30% | −9−0.1% | Reduced |
| Private Portfolio Partners LLC | 6,284 | $1.14M | 0.33% | +30+0.5% | Added |
| Montag A & Associates Inc | 6,305 | $1.15M | 0.06% | −500−7.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,361 | $1.16M | 0.26% | +42+0.7% | Added |
| Ontario Teachers Pension Plan Board | 6,364 | $1.16M | 0.00% | +1,373+27.5% | Added |
| Northstar Group, Inc. | 6,387 | $1.16M | 0.30% | −324−4.8% | Reduced |
| Checchi Capital Advisers, LLC | 6,410 | $1.17M | 0.14% | −239−3.6% | Reduced |
| Ingalls & Snyder LLC | 6,432 | $1.17M | 0.05% | −949−12.9% | Reduced |
| Lavaca Capital LLC | 6,442 | $1.17M | 0.59% | +53+0.8% | Added |
| Nixon Peabody Trust Co | 6,475 | $1.18M | 0.43% | −100−1.5% | Reduced |
| Cornerstone Capital, Inc. | 6,482 | $1.18M | 0.14% | −21−0.3% | Reduced |
| StoneX Group Inc. | 6,496 | $1.18M | 0.17% | −295−4.3% | Reduced |
| Founders Financial Securities LLC | 6,547 | $1.19M | 0.24% | +418+6.8% | Added |
| Darwin Advisors, LLC | 6,645 | $1.21M | 0.19% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 6,654 | $1.21M | 0.04% | +321+5.1% | Added |
| Jag Capital Management, LLC | 6,670 | $1.22M | 0.09% | +701+11.7% | Added |
| Clear Street Markets LLC | 6,700 | $1.22M | 0.27% | −10,149−60.2% | Reduced |
| Bollard Group LLC | 6,713 | $1.22M | 0.04% | +35+0.5% | Added |
| Change Path, LLC | 6,723 | $1.22M | 0.07% | +762+12.8% | Added |
| Credit Agricole S A | 6,726 | $1.23M | 0.04% | +2,298+51.9% | Added |