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 |
|---|---|---|---|---|---|
| Stableford Capital II LLC | 3,625 | $694.0K | 0.35% | +130+3.7% | Added |
| Altus Wealth Group LLC | 3,811 | $694.0K | 0.69% | +1,284+50.8% | Added |
| FourThought Financial, LLC | 3,810 | $693.0K | 0.09% | −225−5.6% | Reduced |
| Kingfisher Capital LLC | 3,800 | $692.0K | 0.18% | +101+2.7% | Added |
| Montecito Bank & Trust | 3,793 | $691.0K | 0.13% | +790+26.3% | Added |
| San Luis Wealth Advisors LLC | 3,792 | $691.0K | 0.38% | +3,792 | New |
| ProVise Management Group, LLC | 3,791 | $690.0K | 0.07% | +461+13.8% | Added |
| Grove Bank & Trust | 3,783 | $689.0K | 0.14% | −226−5.6% | Reduced |
| Wealthsource Partners, LLC | 3,760 | $685.0K | 0.06% | +210+5.9% | Added |
| Fma Advisory Inc | 3,752 | $683.0K | 0.25% | +524+16.2% | Added |
| Chicago Partners Investment Group LLC | 3,185 | $679.0K | 0.05% | +236+8.0% | Added |
| Assetmark, Inc | 3,723 | $678.0K | 0.00% | +533+16.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,715 | $676.0K | 0.58% | +10.0% | Added |
| Dakota Wealth Management | 3,704 | $675.0K | 0.08% | −329−8.2% | Reduced |
| Pflug Koory, LLC | 3,708 | $675.0K | 0.37% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,695 | $673.0K | 0.02% | +107+3.0% | Added |
| Patten Group, Inc. | 3,688 | $672.0K | 0.20% | +131+3.7% | Added |
| Douglas Lane & Associates, LLC | 3,693 | $672.0K | 0.01% | +160+4.5% | Added |
| Salvus Wealth Management, LLC | 3,688 | $672.0K | 0.55% | +254+7.4% | Added |
| Mission Wealth Management, LP | 3,692 | $672.0K | 0.03% | +587+18.9% | Added |
| First Midwest Bank Trust Division | 3,679 | $670.0K | 0.10% | +259+7.6% | Added |
| McAdam, LLC | 3,677 | $670.0K | 0.07% | +14+0.4% | Added |
| ERTS Wealth Advisors, LLC | 3,672 | $668.0K | 0.18% | −50−1.3% | Reduced |
| SFMG, LLC | 3,655 | $666.0K | 0.07% | +103+2.9% | Added |
| Founders Capital Management | 3,650 | $665.0K | 0.46% | −115−3.1% | Reduced |
| Corrado Advisors, LLC | 3,647 | $664.0K | 0.41% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 3,647 | $664.0K | 0.56% | +10.0% | Added |
| Burney Co | 3,618 | $659.0K | 0.03% | −191−5.0% | Reduced |
| Gateway Advisory, LLC | 3,611 | $658.0K | 0.14% | +3,611 | New |
| Cascadia Advisory Services, LLC | 3,606 | $657.0K | 0.13% | +639+21.5% | Added |
| Verition Fund Management LLC | 3,602 | $656.0K | 0.01% | +1,408+64.2% | Added |
| BFT Financial Group, LLC | 3,590 | $654.0K | 0.12% | +583+19.4% | Added |
| Family Legacy, Inc. | 3,542 | $650.0K | 0.29% | −19−0.5% | Reduced |
| Little House Capital LLC | 3,557 | $648.0K | 0.38% | −212−5.6% | Reduced |
| Defined Wealth Management, LLC | 3,556 | $648.0K | 0.57% | +31+0.9% | Added |
| Profit Investment Management, LLC | 3,513 | $639.0K | 0.44% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 3,494 | $636.0K | 0.21% | −11−0.3% | Reduced |
| Menard Financial Group LLC | 3,490 | $636.0K | 0.56% | +394+12.7% | Added |
| IFG Advisors, LLC | 3,471 | $632.0K | 0.29% | +18+0.5% | Added |
| Baker Ellis Asset Management LLC | 3,460 | $630.0K | 0.12% | −50−1.4% | Reduced |
| Greenwich Wealth Management LLC | 3,453 | $629.0K | 0.05% | +352+11.4% | Added |
| Center for Financial Planning, Inc. | 3,434 | $625.0K | 0.15% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3,431 | $625.0K | 0.13% | +7+0.2% | Added |
| Valley National Advisers Inc | 3,422 | $623.0K | 0.11% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 3,362 | $621.1K | 0.01% | +187+5.9% | Added |
| Essex Savings Bank | 3,165 | $619.0K | 0.23% | +226+7.7% | Added |
| Sun Life Financial INC | 3,403 | $619.0K | 0.04% | +799+30.7% | Added |
| Proequities, Inc. | 3,392 | $618.0K | 0.04% | −93−2.7% | Reduced |
| Evoke Wealth, LLC | 3,395 | $618.0K | 0.02% | −14−0.4% | Reduced |
| Cornerstone Wealth Group, LLC | 3,394 | $618.0K | 0.11% | +54+1.6% | Added |
| First Nebraska Trust Co | 3,391 | $617.5K | 0.08% | +750+28.4% | Added |
| De Burlo Group Inc | 3,389 | $617.0K | 0.10% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,384 | $616.0K | 0.04% | −380−10.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,380 | $616.0K | 0.16% | +79+2.4% | Added |
| Sunflower Bank, N.A. | 3,379 | $615.0K | 0.09% | −255−7.0% | Reduced |
| McGuire Investment Group, LLC | 3,365 | $613.0K | 0.12% | −45−1.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,360 | $612.0K | 0.05% | +560+20.0% | Added |
| Parkside Financial Bank & Trust | 3,357 | $611.0K | 0.18% | +231+7.4% | Added |
| Mission Creek Capital Partners, Inc. | 3,351 | $610.0K | 0.11% | −130−3.7% | Reduced |
| Summit Asset Management, LLC | 3,344 | $609.0K | 0.19% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,339 | $608.0K | 0.36% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 3,339 | $608.0K | 0.11% | +1,534+85.0% | Added |
| BTG Pactual Global Asset Management Ltd | 3,335 | $607.0K | 0.56% | +3,335 | New |
| Brewin Dolphin Wealth Management Ltd | 3,330 | $606.4K | 0.07% | 00.0% | Unchanged |
| Maryland Capital Management | 3,327 | $606.0K | 0.04% | −112−3.3% | Reduced |
| Coldstream Capital Management Inc | 3,623 | $604.0K | 0.03% | −18,830−83.9% | Reduced |
| BCJ Capital Management, LLC | 3,307 | $602.0K | 0.06% | +687+26.2% | Added |
| Montis Financial, LLC | 3,369 | $601.0K | 0.51% | +9+0.3% | Added |
| Selective Wealth Management, Inc. | 3,280 | $597.0K | 0.32% | −1,940−37.2% | Reduced |
| E&G Advisors, LP | 3,262 | $594.0K | 0.16% | +3,262 | Added |
| Heritage Wealth Advisors | 3,258 | $593.2K | 0.04% | −191−5.5% | Reduced |
| DeDora Capital, Inc. | 3,210 | $585.0K | 0.25% | −78−2.4% | Reduced |
| Quest Capital Management Inc | 3,194 | $582.0K | 0.11% | +45+1.4% | Added |
| Sargent Investment Group, LLC | 3,188 | $581.0K | 0.14% | +71+2.3% | Added |
| MA Private Wealth | 3,185 | $580.0K | 0.11% | +8+0.3% | Added |
| Quadrant Capital Group LLC | 3,186 | $580.0K | 0.08% | +118+3.8% | Added |
| King Wealth | 3,181 | $579.0K | 0.12% | 00.0% | Unchanged |
| Balentine LLC | 3,176 | $578.0K | 0.02% | −129−3.9% | Reduced |
| Summit X, LLC | 3,172 | $575.0K | 0.14% | +37+1.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,141 | $572.0K | 0.02% | +228+7.8% | Added |
| XTX Topco Ltd | 3,143 | $572.0K | 0.19% | +3,143 | New |
| Game Creek Capital, LP | 3,125 | $569.0K | 0.30% | −2,875−47.9% | Reduced |
| Capital One Financial Corp | 3,108 | $566.0K | 0.07% | −393−11.2% | Reduced |
| Cornerstone Advisory, LLC | 3,099 | $564.0K | 0.09% | −19−0.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,090 | $563.0K | 0.03% | +350+12.8% | Added |
| Minot Wealth Management LLC | 3,089 | $563.0K | 0.12% | +1,273+70.1% | Added |
| Jeppson Wealth Management, LLC | 3,087 | $562.0K | 0.29% | +110+3.7% | Added |
| Kore Private Wealth LLC | 3,061 | $557.0K | 0.06% | +59+2.0% | Added |
| Detalus Advisors, LLC | 3,061 | $557.0K | 0.28% | +300+10.9% | Added |
| Redhawk Wealth Advisors, Inc. | 3,052 | $556.0K | 0.15% | −188−5.8% | Reduced |
| NorthRock Partners, LLC | 2,946 | $556.0K | 0.05% | +605+25.8% | Added |
| Archer Investment Corp | 3,050 | $555.4K | 0.21% | −1,200−28.2% | Reduced |
| Secure Asset Management, LLC | 3,042 | $554.0K | 0.27% | +857+39.2% | Added |
| Landmark Financial Advisors, LLC | 3,242 | $551.0K | 0.30% | −50−1.5% | Reduced |
| Roberts Glore & Co Inc | 3,025 | $551.0K | 0.17% | +230+8.2% | Added |
| Meristem Family Wealth, LLC | 3,025 | $551.0K | 0.05% | +1,692+126.9% | Added |
| EPG Wealth Management LLC | 3,022 | $550.0K | 0.22% | +78+2.6% | Added |
| New England Asset Management Inc | 3,014 | $549.0K | 0.01% | +1,074+55.4% | Added |
| AIA Group Ltd | 3,008 | $548.0K | 0.03% | −4,534−60.1% | Reduced |
| Harbour Capital Advisors, LLC | 3,009 | $548.0K | 0.14% | 00.0% | Unchanged |