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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 6,305 | $1.15M | 0.06% | −500−7.3% | Reduced |
| Private Portfolio Partners LLC | 6,284 | $1.14M | 0.33% | +30+0.5% | Added |
| Wrapmanager Inc | 6,281 | $1.14M | 0.30% | −9−0.1% | 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 |
| 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 |
| Bank of Hawaii | 6,208 | $1.13M | 0.06% | −250−3.9% | Reduced |
| Brown Capital Management LLC | 6,194 | $1.13M | 0.01% | −240−3.7% | Reduced |
| Belpointe Asset Management LLC | 6,183 | $1.13M | 0.08% | −57−0.9% | Reduced |
| 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 |
| 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 |
| Meitav Dash Investments Ltd | 6,085 | $1.11M | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 6,099 | $1.11M | 0.01% | −218,364−97.3% | Reduced |
| Allworth Financial LP | 6,102 | $1.11M | 0.02% | +4,839+383.1% | Added |
| Bluefin Capital Management, LLC | 6,077 | $1.11M | 0.13% | +6,077 | New |
| Regent Investment Management LLC | 6,075 | $1.11M | 0.26% | +270+4.7% | 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 |
| Davidson Capital Management Inc. | 6,045 | $1.10M | 0.55% | +259+4.5% | Added |
| Sequoia Financial Advisors, LLC | 6,008 | $1.09M | 0.11% | −28,965−82.8% | Reduced |
| 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 |
| NBT Bank N A | 5,979 | $1.09M | 0.15% | +29+0.5% | Added |
| Investors Research Corp | 5,964 | $1.09M | 0.37% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,940 | $1.08M | 0.10% | +176+3.1% | Added |
| Redmond Asset Management, LLC | 5,926 | $1.08M | 0.34% | −30−0.5% | Reduced |
| Gleason Group, Inc. | 5,894 | $1.07M | 0.39% | +31+0.5% | Added |
| Waldron Private Wealth LLC | 5,880 | $1.07M | 0.06% | +1,282+27.9% | 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 |
| Kovack Advisors, Inc. | 5,806 | $1.06M | 0.11% | +275+5.0% | Added |
| Fernwood Investment Management, LLC | 5,763 | $1.05M | 0.36% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 5,721 | $1.04M | 0.05% | −8,798−60.6% | Reduced |
| Ancora Advisors, LLC | 5,700 | $1.04M | 0.03% | +945+19.9% | Added |
| Brown Miller Wealth Management, LLC | 5,698 | $1.04M | 0.65% | +302+5.6% | Added |
| Solitude Financial Services | 5,683 | $1.03M | 0.71% | +83+1.5% | Added |
| Harbor Investment Advisory, LLC | 5,677 | $1.03M | 0.14% | +193+3.5% | Added |
| Loveless Wealth Management LLC | 5,675 | $1.03M | 0.63% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 5,642 | $1.03M | 0.35% | −82−1.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,627 | $1.02M | 0.47% | −55−1.0% | Reduced |
| DAGCO, Inc. | 5,622 | $1.02M | 0.44% | +20.0% | Added |
| Citizens Business Bank | 5,620 | $1.02M | 0.14% | −5−0.1% | Reduced |
| First Hawaiian Bank | 5,603 | $1.02M | 0.04% | +560+11.1% | Added |
| D.B. Root & Company, LLC | 5,600 | $1.02M | 0.40% | +58+1.0% | Added |
| Regal Investment Advisors LLC | 5,572 | $1.01M | 0.10% | +268+5.1% | Added |
| Mountain Capital Investment Advisors, Inc | 5,527 | $1.01M | 0.54% | +252+4.8% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,545 | $1.01M | 0.81% | +130+2.4% | Added |
| MTM Investment Management, LLC | 5,503 | $1.00M | 0.54% | +128+2.4% | Added |
| Old Port Advisors | 5,533 | $1.00M | 0.36% | +929+20.2% | Added |
| 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 |
| Intellectus Partners, LLC | 5,471 | $996.0K | 0.24% | −320−5.5% | Reduced |
| JT Stratford LLC | 5,460 | $994.0K | 0.31% | +76+1.4% | Added |
| 44 Wealth Management LLC | 5,433 | $989.0K | 0.38% | +633+13.2% | Added |
| Clear Perspective Advisors, LLC | 5,408 | $985.0K | 0.34% | +85+1.6% | Added |
| 1st Source Bank | 5,405 | $984.0K | 0.06% | +153+2.9% | Added |
| Payden & Rygel | 5,400 | $983.0K | 0.05% | −2,200−28.9% | Reduced |
| Quantbot Technologies LP | 5,391 | $981.0K | 0.07% | −3,938−42.2% | Reduced |
| 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 |
| Teamwork Financial Advisors, LLC | 5,352 | $975.0K | 0.19% | +721+15.6% | 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 |
| Intrust Bank NA | 5,330 | $970.0K | 0.13% | +1,030+24.0% | Added |
| First Affirmative Financial Network | 5,306 | $966.0K | 0.99% | +5,306 | New |
| Brightworth | 5,302 | $965.0K | 0.09% | +1,461+38.0% | Added |
| Capital Asset Advisory Services LLC | 5,295 | $964.0K | 0.11% | −1,269−19.3% | Reduced |
| Main Street Financial Solutions, LLC | 5,286 | $963.0K | 0.15% | +288+5.8% | Added |
| Cypress Capital Group | 5,285 | $962.0K | 0.13% | +100+1.9% | Added |
| Allred Capital Management, LLC | 5,277 | $961.0K | 0.50% | +856+19.4% | Added |
| Resource Management, LLC | 5,257 | $957.0K | 0.11% | +608+13.1% | 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 |
| Park Avenue Securities LLC | 5,184 | $944.0K | 0.02% | +178+3.6% | Added |
| Community Trust & Investment Co | 5,160 | $940.0K | 0.08% | +60+1.2% | Added |
| Argent Advisors, Inc. | 5,156 | $939.0K | 0.54% | −29−0.6% | Reduced |
| 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 |
| Terry L. Blaker | 5,114 | $931.0K | 0.06% | +75+1.5% | Added |
| Ar Asset Management Inc | 5,100 | $929.0K | 0.26% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 5,087 | $926.0K | 0.37% | +39+0.8% | Added |
| Bangor Savings Bank | 5,074 | $924.0K | 0.10% | +1,298+34.4% | Added |
| Mitchell Sinkler & Starr | 5,057 | $921.0K | 0.83% | −100−1.9% | Reduced |
| ZWJ Investment Counsel Inc | 5,035 | $917.0K | 0.05% | −1,000−16.6% | 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 |
| Marino, Stram & Associates LLC | 5,011 | $912.0K | 0.32% | −2,028−28.8% | 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 |
| Wealth Management Partners, LLC | 4,936 | $899.0K | 0.67% | −3−0.1% | Reduced |
| 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 |