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 |
|---|---|---|---|---|---|
| Compton Wealth Advisory Group, LLC | 4,871 | $887.0K | 0.42% | +72+1.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,868 | $886.0K | 0.01% | −8−0.2% | Reduced |
| 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 |
| Lakeview Capital Partners, LLC | 4,857 | $884.0K | 0.41% | +292+6.4% | Added |
| VeraBank, N.A. | 4,849 | $883.0K | 0.50% | +155+3.3% | Added |
| Pettee Investors, Inc. | 4,840 | $881.0K | 0.41% | +50+1.0% | 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 |
| Archford Capital Strategies, LLC | 4,812 | $876.0K | 0.21% | +18+0.4% | Added |
| Walter & Keenan Financial Consulting Co | 4,789 | $872.0K | 0.30% | +66+1.4% | Added |
| Diversified Trust Co | 4,785 | $871.0K | 0.03% | −2,000−29.5% | Reduced |
| Tudor Investment Corp Et Al | 4,776 | $870.0K | 0.02% | +4,776 | New |
| Annex Advisory Services, LLC | 4,772 | $869.0K | 0.07% | −121−2.5% | Reduced |
| Busey Wealth Management | 4,756 | $866.0K | 0.03% | +1,131+31.2% | 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 |
| Chicago Capital, LLC | 4,747 | $864.0K | 0.03% | +33+0.7% | Added |
| Bradley Foster & Sargent Inc | 4,727 | $861.0K | 0.02% | +8+0.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,705 | $857.0K | 0.16% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 4,691 | $854.0K | 0.09% | +454+10.7% | Added |
| Summit Financial, LLC | 4,687 | $853.5K | 0.07% | +2,093+80.7% | Added |
| Peterson Wealth Management | 4,686 | $853.0K | 0.66% | −47−1.0% | Reduced |
| GYL Financial Synergies, LLC | 4,663 | $849.0K | 0.43% | −240−4.9% | Reduced |
| Liberty Wealth Management LLC | 4,534 | $845.0K | 0.30% | +715+18.7% | Added |
| Range Financial Group LLC | 4,629 | $843.0K | 0.61% | −4,809−51.0% | Reduced |
| First National Bank of South Miami | 4,619 | $842.0K | 0.57% | −7−0.2% | Reduced |
| Barr E S & Co | 4,614 | $840.0K | 0.06% | −17−0.4% | Reduced |
| swisspartners Ltd. | 4,600 | $838.0K | 0.65% | −150−3.2% | Reduced |
| NVWM, LLC | 4,573 | $832.0K | 0.30% | +140+3.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,553 | $829.0K | 0.18% | −65−1.4% | Reduced |
| WestHill Financial Advisors, Inc. | 4,537 | $826.0K | 0.26% | +4,537 | New |
| Wealth Alliance | 4,519 | $823.0K | 0.18% | +555+14.0% | Added |
| Lyell Wealth Management, LP | 4,510 | $821.0K | 0.10% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,498 | $819.0K | 0.40% | 00.0% | Unchanged |
| 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 |
| HM Payson & Co | 4,483 | $816.0K | 0.02% | +10.0% | Added |
| 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 |
| Fiduciary Group LLC | 3,695 | $806.0K | 0.09% | −145−3.8% | Reduced |
| Evermay Wealth Management LLC | 4,368 | $795.0K | 0.15% | −180−4.0% | Reduced |
| Credential Qtrade Securities Inc. | 4,355 | $793.0K | 0.06% | +545+14.3% | Added |
| Ropes Wealth Advisors LLC | 4,334 | $789.0K | 0.13% | +100+2.4% | Added |
| Palumbo Wealth Management LLC | 4,328 | $788.0K | 0.52% | −1,263−22.6% | Reduced |
| 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 |
| Glen Eagle Advisors, LLC | 4,311 | $785.0K | 0.23% | +87+2.1% | Added |
| 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 |
| 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 |
| Foundations Investment Advisors, LLC | 4,311 | $775.0K | 0.03% | +146+3.5% | Added |
| JFS Wealth Advisors, LLC | 4,239 | $772.0K | 0.08% | +4,203+11,675.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,225 | $770.0K | 0.02% | −6,148−59.3% | Reduced |
| 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 |
| Meyer Handelman Co | 4,200 | $765.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| Oakworth Capital, Inc. | 4,175 | $760.0K | 0.07% | −75−1.8% | Reduced |
| 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 |
| 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 |
| 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 |
| Investors Asset Management of Georgia Inc | 4,077 | $742.0K | 0.39% | +16+0.4% | Added |
| Hellman Jordan Management Co Inc | 4,071 | $741.0K | 1.04% | −1,526−27.3% | 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 |
| Kanawha Capital Management LLC | 4,053 | $738.0K | 0.07% | −9−0.2% | Reduced |
| Wilkinson Global Asset Management LLC | 4,043 | $736.0K | 0.04% | −340−7.8% | Reduced |
| Thomasville National Bank | 4,022 | $732.0K | 0.08% | −97−2.4% | Reduced |
| Terra Nova Asset Management LLC | 4,015 | $731.0K | 0.59% | +94+2.4% | Added |
| First Commonwealth Financial Corp | 4,009 | $730.0K | 0.26% | +97+2.5% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 3,994 | $727.0K | 0.84% | −330−7.6% | Reduced |
| 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 |
| TD Ameritrade Investment Management, LLC | 4,331 | $722.0K | 0.01% | +3,599+491.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,960 | $721.0K | 0.10% | +220+5.9% | Added |
| 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 |
| Keudell/Morrison Wealth Management | 3,919 | $714.0K | 0.31% | −134−3.3% | Reduced |
| Lumature Wealth Partners, LLC | 3,917 | $713.0K | 0.29% | +449+12.9% | 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 |
| 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 |
| 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 |
| Carl P. Sherr & Co., LLC | 3,872 | $705.0K | 0.56% | −51−1.3% | 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 |
| Northwest Bancshares, Inc. | 3,840 | $699.0K | 0.16% | −13−0.3% | Reduced |