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 |
|---|---|---|---|---|---|
| Octavia Wealth Advisors, LLC | 3,010 | $547.0K | 0.14% | −22−0.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,000 | $546.0K | 0.04% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 3,000 | $546.0K | 0.25% | +3,000 | New |
| Magnolia Capital Management Ltd | 3,000 | $546.0K | 0.47% | +3,000 | New |
| Bailard, Inc. | 2,991 | $545.0K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,992 | $545.0K | 0.04% | +44+1.5% | Added |
| Formidable Asset Management, LLC | 2,990 | $544.0K | 0.10% | +100+3.5% | Added |
| Meridian Wealth Advisors, LLC | 2,960 | $539.0K | 0.15% | +37+1.3% | Added |
| 180 Wealth Advisors, LLC | 2,778 | $538.0K | 0.12% | −97−3.4% | Reduced |
| Flagship Harbor Advisors, LLC | 2,586 | $538.0K | 0.06% | 00.0% | Unchanged |
| RFG Advisory, LLC | 2,951 | $537.0K | 0.04% | −39−1.3% | Reduced |
| Indiana Trust & Investment Management CO | 2,925 | $533.0K | 0.27% | +5+0.2% | Added |
| Corrigan Financial, Inc. | 2,917 | $531.2K | 0.16% | 00.0% | Unchanged |
| Davidson Trust Co | 2,914 | $531.0K | 0.41% | −3−0.1% | Reduced |
| Choice Wealth Advisors, LLC | 2,905 | $529.0K | 0.45% | +9+0.3% | Added |
| Tarbox Family Office, Inc. | 2,900 | $528.0K | 0.10% | +16+0.6% | Added |
| Newman Dignan & Sheerar, Inc. | 2,897 | $527.0K | 0.18% | +451+18.4% | Added |
| Field & Main Bank | 2,880 | $524.0K | 0.34% | −190−6.2% | Reduced |
| Segment Wealth Management, LLC | 2,871 | $523.0K | 0.06% | +10.0% | Added |
| Boston Family Office LLC | 2,862 | $521.0K | 0.04% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 2,863 | $521.0K | 0.06% | +2,863 | New |
| Westhampton Capital, LLC | 2,845 | $518.0K | 0.35% | +1,120+64.9% | Added |
| RDA Financial Network | 2,807 | $511.0K | 0.23% | +9+0.3% | Added |
| Childress Capital Advisors, LLC | 2,809 | $511.0K | 0.21% | +380+15.6% | Added |
| Weatherly Asset Management L. P. | 2,799 | $510.0K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,804 | $509.0K | 0.01% | −2,916−51.0% | Reduced |
| Cribstone Capital Management, LLC | 2,782 | $507.0K | 0.30% | +43+1.6% | Added |
| Alliance Wealth Advisors, LLC | 2,767 | $504.0K | 0.45% | −42−1.5% | Reduced |
| Aurora Private Wealth, Inc. | 2,755 | $502.0K | 0.20% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,753 | $501.0K | 0.27% | +12+0.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,746 | $500.0K | 0.29% | −18−0.7% | Reduced |
| Gray Wealth Management Inc. | 2,748 | $500.0K | 0.28% | −16−0.6% | Reduced |
| Texas Capital Bancshares Inc | 2,731 | $497.0K | 0.35% | −82−2.9% | Reduced |
| NovaPoint Capital, LLC | 2,716 | $495.0K | 0.20% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,709 | $493.0K | 0.11% | +10.0% | Added |
| TNF LLC | 2,442 | $493.0K | 0.21% | +2,442 | New |
| Skba Capital Management LLC | 2,650 | $483.0K | 0.10% | −5,570−67.8% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 2,653 | $483.0K | 0.15% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 2,656 | $483.0K | 0.57% | +2,656 | New |
| NuWave Investment Management, LLC | 2,648 | $482.0K | 0.55% | +2,648 | New |
| CoreFirst Bank & Trust | 2,642 | $481.0K | 0.33% | −46−1.7% | Reduced |
| Beaumont Financial Partners, LLC | 2,641 | $481.0K | 0.04% | +2+0.1% | Added |
| Gilman Hill Asset Management, LLC | 2,640 | $481.0K | 0.12% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 2,633 | $479.0K | 0.06% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 2,619 | $477.0K | 0.06% | +216+9.0% | Added |
| First Citizens Bank & Trust Co | 2,617 | $477.0K | 0.02% | +420+19.1% | Added |
| Advisors Capital Management, LLC | 2,606 | $475.0K | 0.01% | +208+8.7% | Added |
| N.E.W. Advisory Services LLC | 2,604 | $474.0K | 0.08% | +55+2.2% | Added |
| BLB&B Advisors, LLC | 2,604 | $474.0K | 0.03% | +394+17.8% | Added |
| Peavine Capital, LLC | 2,600 | $473.0K | 0.10% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,595 | $473.0K | 0.18% | +13+0.5% | Added |
| Cahaba Wealth Management, Inc. | 2,600 | $473.0K | 0.07% | +2,600 | New |
| Gamco Investors, Inc. Et Al | 2,593 | $472.0K | 0.00% | +2,593 | New |
| Brown Advisory Securities, LLC | 2,596 | $472.0K | 0.14% | +2,596 | New |
| Cohen & Steers, Inc. | 2,578 | $469.0K | 0.00% | −188−6.8% | Reduced |
| Nicolet Bankshares Inc | 2,567 | $467.0K | 0.12% | −468−15.4% | Reduced |
| Arete Wealth Advisors, LLC | 2,569 | $467.0K | 0.05% | −103−3.9% | Reduced |
| Cannon Financial Strategists, Inc. | 2,561 | $466.4K | 0.18% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 2,557 | $466.0K | 0.21% | +4+0.2% | Added |
| Principal Street Partners, LLC | 2,551 | $465.0K | 0.13% | +373+17.1% | Added |
| Zacks Investment Management | 2,547 | $464.0K | 0.01% | −24,969−90.7% | Reduced |
| Nations Financial Group Inc, | 2,547 | $464.0K | 0.07% | −200−7.3% | Reduced |
| Shufro Rose & Co LLC | 2,550 | $464.0K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,534 | $461.0K | 0.03% | −432−14.6% | Reduced |
| Pacitti Group Inc. | 2,524 | $460.0K | 0.29% | +24+1.0% | Added |
| BOK Financial Private Wealth, Inc. | 2,520 | $459.0K | 0.04% | +204+8.8% | Added |
| Cadence Bank NA | 2,510 | $457.0K | 0.14% | −27−1.1% | Reduced |
| Ausdal Financial Partners, Inc. | 2,505 | $456.0K | 0.07% | −324−11.5% | Reduced |
| Bluesphere Advisors, LLC | 2,499 | $455.0K | 0.44% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 2,500 | $455.0K | 0.15% | +2,500 | New |
| Founders Capital Management, LLC | 2,475 | $451.0K | 0.11% | −500−16.8% | Reduced |
| SignalPoint Asset Management, LLC | 2,477 | $451.0K | 0.14% | +56+2.3% | Added |
| Highland Private Wealth Management | 2,468 | $450.0K | 0.06% | −222−8.3% | Reduced |
| 360 Financial, Inc. | 2,466 | $449.0K | 0.23% | +10.0% | Added |
| Regent Peak Wealth Advisors LLC | 2,465 | $449.0K | 0.13% | −8−0.3% | Reduced |
| Fort Sheridan Advisors LLC | 2,460 | $448.0K | 0.15% | +786+47.0% | Added |
| Univest Financial Corp | 2,453 | $447.0K | 0.12% | −123−4.8% | Reduced |
| NTV Asset Management LLC | 2,455 | $447.0K | 0.08% | +192+8.5% | Added |
| Personal Cfo Solutions, LLC | 2,453 | $447.0K | 0.09% | +203+9.0% | Added |
| Stuart Chaussee & Associates, Inc. | 2,447 | $446.0K | 0.69% | 00.0% | Unchanged |
| Crossvault Capital Management LLC | 2,450 | $446.0K | 0.14% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,438 | $444.0K | 0.09% | +43+1.8% | Added |
| Braun-Bostich & Associates Inc. | 2,421 | $441.0K | 0.83% | −8−0.3% | Reduced |
| Sentry Investment Management LLC | 2,413 | $439.0K | 0.13% | −5,350−68.9% | Reduced |
| Banco Santander, S.A. | 2,412 | $439.0K | 0.00% | −4,292−64.0% | Reduced |
| TRUE Private Wealth Advisors | 2,412 | $439.0K | 0.06% | −109−4.3% | Reduced |
| Adirondack Trust Co | 2,050 | $438.0K | 0.21% | −30−1.4% | Reduced |
| blooom, inc. | 2,383 | $437.0K | 0.36% | −362−13.2% | Reduced |
| Proficio Capital Partners LLC | 2,399 | $437.0K | 0.06% | −18−0.7% | Reduced |
| Marks Wealth, LLC | 2,400 | $437.0K | 0.14% | +2,400 | New |
| Bank Ozk | 2,392 | $436.0K | 0.20% | −600−20.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,376 | $433.0K | 0.01% | +1,385+139.8% | Added |
| Versant Capital Management, Inc | 2,364 | $430.0K | 0.15% | −20−0.8% | Reduced |
| First City Capital Management, Inc. | 2,360 | $430.0K | 0.24% | +795+50.8% | Added |
| Accel Wealth Management | 2,355 | $429.0K | 0.28% | −208−8.1% | Reduced |
| Reitz Capital Advisors LLC | 2,356 | $429.0K | 0.32% | +89+3.9% | Added |
| West Paces Advisors Inc. | 2,334 | $425.0K | 0.15% | +572+32.5% | Added |
| Alexandria Capital, LLC | 2,315 | $422.0K | 0.04% | +45+2.0% | Added |
| Ledyard National Bank | 2,301 | $419.0K | 0.04% | −75−3.2% | Reduced |
| Garrison Bradford & Associates Inc | 2,300 | $419.0K | 0.43% | +1,300+130.0% | Added |