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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 11,539 | $2.10M | 0.07% | +7+0.1% | Added |
| Managed Account Services Inc | 11,509 | $2.10M | 0.55% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 11,468 | $2.09M | 0.38% | −444−3.7% | Reduced |
| TownSquare Capital, LLC | 11,339 | $2.06M | 0.06% | +9,944+712.8% | Added |
| Monarch Capital Management Inc | 11,321 | $2.06M | 0.57% | +1,125+11.0% | Added |
| Logan Capital Management Inc | 11,300 | $2.06M | 0.10% | +344+3.1% | Added |
| Private Trust Co NA | 11,276 | $2.05M | 0.30% | +5,424+92.7% | Added |
| True North Advisors, LLC | 11,245 | $2.05M | 0.40% | +1,175+11.7% | Added |
| Geneos Wealth Management Inc. | 11,273 | $2.05M | 0.08% | −207−1.8% | Reduced |
| Gamble Jones Investment Counsel | 11,228 | $2.04M | 0.13% | −150−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,226 | $2.04M | 0.04% | +481+4.5% | Added |
| Gofen & Glossberg LLC | 11,220 | $2.04M | 0.05% | +241+2.2% | Added |
| Howland Capital Management LLC | 11,208 | $2.04M | 0.11% | −600−5.1% | Reduced |
| Veriti Management LLC | 11,207 | $2.04M | 0.29% | +449+4.2% | Added |
| Rockland Trust Co | 11,062 | $2.01M | 0.14% | +682+6.6% | Added |
| Gabelli Funds LLC | 11,050 | $2.01M | 0.01% | +1,050+10.5% | Added |
| R.H. Dinel Investment Counsel, Inc. | 11,000 | $2.00M | 1.50% | 00.0% | Unchanged |
| Norway Savings Bank | 10,992 | $2.00M | 0.94% | −194−1.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,990 | $2.00M | 1.25% | −15−0.1% | Reduced |
| Sandy Spring Bank | 10,968 | $2.00M | 0.11% | −202−1.8% | Reduced |
| Decatur Capital Management, Inc. | 10,959 | $2.00M | 1.32% | −12,929−54.1% | Reduced |
| Moneta Group Investment Advisors LLC | 10,895 | $1.98M | 0.09% | −59−0.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 10,760 | $1.96M | 0.62% | −2,291−17.6% | Reduced |
| Profund Advisors LLC | 10,627 | $1.94M | 0.07% | +175+1.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 10,617 | $1.93M | 0.14% | −270−2.5% | Reduced |
| Hutner Capital Management Inc | 10,582 | $1.93M | 1.26% | −785−6.9% | Reduced |
| Pensionfund DSM Netherlands | 10,500 | $1.91M | 0.24% | +10,500 | New |
| EP Wealth Advisors, LLC | 10,479 | $1.91M | 0.05% | −1,114−9.6% | Reduced |
| Cornerstone Wealth Management, LLC | 10,460 | $1.91M | 0.20% | −716−6.4% | Reduced |
| Bragg Financial Advisors, Inc | 10,420 | $1.90M | 0.12% | +1,930+22.7% | Added |
| BKD Wealth Advisors, LLC | 10,352 | $1.89M | 0.09% | +343+3.4% | Added |
| MD Financial Management Inc. | 10,330 | $1.88M | 0.05% | +1,342+14.9% | Added |
| Cypress Capital, LLC | 10,273 | $1.87M | 0.24% | +617+6.4% | Added |
| Northwest & Ethical Investments L.P. | 10,217 | $1.86M | 0.06% | −372−3.5% | Reduced |
| Royal Fund Management, LLC | 10,116 | $1.84M | 0.30% | +62+0.6% | Added |
| AMG National Trust Bank | 10,106 | $1.84M | 0.06% | −790−7.3% | Reduced |
| Ameritas Investment Partners, Inc. | 10,080 | $1.83M | 0.07% | +47+0.5% | Added |
| American Assets Investment Management, LLC | 10,000 | $1.82M | 0.23% | 00.0% | Unchanged |
| Security National Trust Co | 8,720 | $1.81M | 0.42% | 00.0% | Unchanged |
| Modus Advisors, LLC | 9,914 | $1.80M | 0.78% | +325+3.4% | Added |
| Integrated Wealth Concepts LLC | 9,896 | $1.80M | 0.06% | +1,216+14.0% | Added |
| JLB & Associates Inc | 9,869 | $1.80M | 0.29% | −1,650−14.3% | Reduced |
| Chicago Trust Co NA | 9,842 | $1.79M | 0.39% | +55+0.6% | Added |
| Aberdeen Wealth Management LLC | 9,832 | $1.79M | 1.73% | −132−1.3% | Reduced |
| Pitcairn Co | 9,773 | $1.78M | 0.12% | +5,136+110.8% | Added |
| ForthRight Wealth Management, LLC | 9,754 | $1.78M | 1.08% | +212+2.2% | Added |
| Moneywise, Inc. | 9,713 | $1.77M | 1.15% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 9,651 | $1.76M | 0.03% | −900−8.5% | Reduced |
| Werlinich Asset Management, LLC | 9,645 | $1.76M | 1.42% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 9,644 | $1.76M | 0.13% | +390+4.2% | Added |
| Ascension Asset Management LLC | 9,566 | $1.74M | 1.14% | −50−0.5% | Reduced |
| BBVA USA | 9,552 | $1.74M | 0.10% | −530−5.3% | Reduced |
| Financial Architects, Inc | 9,537 | $1.74M | 0.25% | +138+1.5% | Added |
| Kovitz Investment Group Partners, LLC | 9,442 | $1.72M | 0.03% | −336−3.4% | Reduced |
| Simmons Bank | 9,416 | $1.72M | 0.12% | −1,478−13.6% | Reduced |
| Cunning Capital Partners, LP | 9,400 | $1.71M | 0.90% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 9,370 | $1.71M | 0.32% | +183+2.0% | Added |
| Hilltop Holdings Inc. | 9,343 | $1.70M | 0.19% | −2,934−23.9% | Reduced |
| Pacific Global Investment Management CO | 9,296 | $1.69M | 0.34% | +10.0% | Added |
| Coastline Trust Co | 9,255 | $1.69M | 0.21% | −35−0.4% | Reduced |
| Moloney Securities Asset Management, LLC | 9,254 | $1.69M | 0.31% | +30+0.3% | Added |
| Financial Consulate, Inc | 9,221 | $1.68M | 0.61% | −49−0.5% | Reduced |
| Access Financial Services, Inc. | 9,204 | $1.68M | 0.76% | −843−8.4% | Reduced |
| WT Wealth Management | 9,172 | $1.67M | 0.64% | +1,703+22.8% | Added |
| Tokio Marine Asset Management Co Ltd | 9,158 | $1.67M | 0.15% | +89+1.0% | Added |
| Taylor Hoffman Wealth Management | 9,185 | $1.67M | 0.72% | +77+0.8% | Added |
| SeaCrest Wealth Management, LLC | 9,141 | $1.67M | 0.20% | −4,026−30.6% | Reduced |
| Enterprise Financial Services Corp | 9,121 | $1.66M | 0.21% | +8,343+1,072.4% | Added |
| Shulman DeMeo Asset Management LLC | 9,066 | $1.65M | 1.43% | +9,066 | New |
| Zions Bancorporation, N.A. | 8,975 | $1.63M | 0.17% | −837−8.5% | Reduced |
| Keeler Thomas Management LLC | 8,976 | $1.63M | 0.78% | 00.0% | Unchanged |
| Gratus Capital LLC | 8,958 | $1.63M | 0.18% | 00.0% | Unchanged |
| Empirical Finance, LLC | 8,934 | $1.63M | 0.25% | +536+6.4% | Added |
| Pegasus Partners Ltd. | 8,919 | $1.62M | 0.29% | −1,131−11.3% | Reduced |
| Keystone Financial Group | 8,907 | $1.62M | 0.29% | +40+0.5% | Added |
| B. Riley Wealth Management, Inc. | 8,890 | $1.62M | 0.12% | +8,890 | New |
| Stevens Capital Management LP | 8,874 | $1.62M | 0.68% | +7,006+375.1% | Added |
| SRB Corp | 8,806 | $1.60M | 0.10% | +607+7.4% | Added |
| Raab & Moskowitz Asset Management LLC | 8,798 | $1.60M | 0.58% | 00.0% | Unchanged |
| Nwam LLC | 8,722 | $1.59M | 0.14% | +178+2.1% | Added |
| Wolff Wiese Magana LLC | 8,707 | $1.59M | 1.12% | +251+3.0% | Added |
| SOA Wealth Advisors, LLC. | 8,683 | $1.58M | 0.41% | +48+0.6% | Added |
| Hohimer Wealth Management, LLC | 8,652 | $1.57M | 0.33% | +44+0.5% | Added |
| United Bank | 8,619 | $1.57M | 0.21% | 00.0% | Unchanged |
| CX Institutional | 8,617 | $1.57M | 0.13% | +7,260+535.0% | Added |
| Vivid Financial Management, Inc. | 8,605 | $1.57M | 0.64% | −357−4.0% | Reduced |
| Virtue Capital Management, LLC | 8,549 | $1.56M | 0.28% | +132+1.6% | Added |
| Bayesian Capital Management, LP | 8,544 | $1.56M | 0.45% | +8,544 | New |
| Fiduciary Trust Co | 8,505 | $1.55M | 0.03% | +532+6.7% | Added |
| Clearstead Advisors, LLC | 8,420 | $1.53M | 0.11% | −56−0.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,407 | $1.53M | 0.02% | −691−7.6% | Reduced |
| Balasa Dinverno & Foltz LLC | 8,409 | $1.53M | 0.11% | +1,188+16.5% | Added |
| Alpha Omega Wealth Management LLC | 8,381 | $1.53M | 0.25% | −218−2.5% | Reduced |
| Virtu Financial LLC | 8,327 | $1.52M | 0.13% | +8,327 | New |
| Essex Financial Services, Inc. | 8,307 | $1.51M | 0.17% | +3,467+71.6% | Added |
| First Mercantile Trust Co | 8,273 | $1.51M | 0.20% | −408−4.7% | Reduced |
| HawsGoodwin Investment Management LLC | 8,228 | $1.50M | 0.45% | −68−0.8% | Reduced |
| Mutual Advisors, LLC | 8,193 | $1.49M | 0.09% | −489−5.6% | Reduced |
| Knuff & Co LLC | 8,172 | $1.49M | 0.56% | +2,524+44.7% | Added |
| Central Bank & Trust Co | 8,166 | $1.49M | 0.24% | +456+5.9% | Added |