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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Red Wave Investments LLC | 2,295 | $418.0K | 0.15% | −2−0.1% | Reduced |
| Strategy Asset Managers LLC | 2,296 | $418.0K | 0.09% | +13+0.6% | Added |
| Narwhal Capital Management | 2,294 | $418.0K | 0.05% | +2,294 | New |
| Old Mission Investment Co LLC | 2,295 | $417.9K | 0.17% | +25+1.1% | Added |
| Advisors Preferred, LLC | 2,300 | $417.0K | 0.06% | +293+14.6% | Added |
| Leisure Capital Management | 2,279 | $415.0K | 0.22% | −36−1.6% | Reduced |
| Winthrop Advisory Group LLC | 2,276 | $415.0K | 0.09% | +289+14.5% | Added |
| US Asset Management LLC | 2,272 | $414.0K | 0.40% | +2,272 | New |
| Sutton Wealth Advisors Inc. | 2,269 | $413.2K | 0.15% | −10.0% | Reduced |
| Harvest Fund Management Co., Ltd | 2,269 | $412.0K | 0.09% | −20−0.9% | Reduced |
| Tradition Wealth Management, LLC | 2,259 | $411.0K | 0.06% | +96+4.4% | Added |
| Weybosset Research & Management LLC | 2,250 | $410.0K | 0.17% | −250−10.0% | Reduced |
| West Family Investments, Inc. | 2,241 | $408.0K | 0.11% | +50+2.3% | Added |
| Perennial Investment Advisors, LLC | 2,237 | $407.0K | 0.14% | −18−0.8% | Reduced |
| DF Dent & Co Inc | 2,211 | $403.0K | 0.00% | −250−10.2% | Reduced |
| Dearborn Partners LLC | 2,204 | $401.0K | 0.02% | −45−2.0% | Reduced |
| Cambridge Trust Co | 2,196 | $400.0K | 0.02% | +59+2.8% | Added |
| Atlas Private Wealth Management | 2,198 | $400.0K | 0.24% | +222+11.2% | Added |
| Peoples Financial Services Corp. | 2,195 | $399.0K | 0.17% | 00.0% | Unchanged |
| QVR LLC | 2,181 | $397.0K | 0.81% | +2,181 | New |
| McIlrath & Eck, LLC | 2,172 | $396.0K | 0.12% | +7+0.3% | Added |
| Marshall Financial Group LLC | 2,176 | $396.0K | 0.20% | +73+3.5% | Added |
| Baystate Wealth Management LLC | 2,170 | $395.0K | 0.04% | +10.0% | Added |
| Advisors Management Group Inc | 2,164 | $394.0K | 0.12% | +61+2.9% | Added |
| GPS Wealth Strategies Group, LLC | 2,163 | $394.0K | 0.10% | +271+14.3% | Added |
| Aries Wealth Management | 2,156 | $393.0K | 0.17% | +70+3.4% | Added |
| Cobblestone Capital Advisors LLC | 2,150 | $392.0K | 0.03% | −18−0.8% | Reduced |
| HFR Wealth Management, LLC | 2,152 | $392.0K | 0.11% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,151 | $392.0K | 0.27% | +27+1.3% | Added |
| Atom Investors LP | 2,147 | $391.0K | 0.08% | +2,147 | New |
| McRae Capital Management Inc | 2,144 | $390.0K | 0.09% | +3+0.1% | Added |
| Landscape Capital Management, L.L.C. | 2,133 | $388.0K | 0.05% | −3,507−62.2% | Reduced |
| Allen Capital Group, LLC | 2,128 | $388.0K | 0.08% | +62+3.0% | Added |
| AMJ Financial Wealth Management | 2,124 | $387.0K | 0.16% | −850−28.6% | Reduced |
| Financial Sense Advisors, Inc. | 2,125 | $387.0K | 0.13% | 00.0% | Unchanged |
| Grace Capital | 1,900 | $387.0K | 0.24% | +300+18.8% | Added |
| Joel Isaacson & Co., LLC | 2,107 | $384.0K | 0.03% | −307−12.7% | Reduced |
| Wellington Shields & Co., LLC | 2,105 | $383.0K | 0.13% | −500−19.2% | Reduced |
| Great Diamond Partners, LLC | 2,106 | $383.0K | 0.10% | +43+2.1% | Added |
| Atlas Brown,Inc. | 2,096 | $382.0K | 0.17% | +10.0% | Added |
| Andesa Financial Management Inc. | 2,106 | $382.0K | 0.21% | +2,106 | New |
| Navellier & Associates Inc | 2,092 | $381.0K | 0.06% | +246+13.3% | Added |
| Gryphon Financial Partners LLC | 2,086 | $380.0K | 0.09% | −82−3.8% | Reduced |
| Accurate Wealth Management, LLC | 2,078 | $379.0K | 0.33% | −51−2.4% | Reduced |
| Beaton Management Co. Inc. | 2,078 | $378.0K | 0.25% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,078 | $378.0K | 0.12% | +958+85.5% | Added |
| LVM Capital Management Ltd | 2,073 | $377.0K | 0.06% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,056 | $374.0K | 0.01% | +408+24.8% | Added |
| Spirit of America Management Corp | 2,050 | $373.0K | 0.08% | +150+7.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,044 | $372.0K | 0.16% | +3+0.1% | Added |
| Renasant Bank | 2,033 | $371.0K | 0.29% | −144−6.6% | Reduced |
| Global Trust Asset Management, LLC | 2,040 | $371.0K | 0.17% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 2,037 | $371.0K | 0.19% | +52+2.6% | Added |
| Spotlight Asset Group, Inc. | 2,024 | $369.0K | 0.18% | −10.0% | Reduced |
| Financial Advisory Service, Inc. | 2,021 | $368.0K | 0.03% | +746+58.5% | Added |
| Brewin Dolphin Ltd | 2,016 | $367.1K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,009 | $366.0K | 0.18% | +120+6.4% | Added |
| Corundum Group, Inc. | 2,012 | $366.0K | 0.27% | +258+14.7% | Added |
| Park Circle Co | 2,000 | $364.0K | 0.30% | 00.0% | Unchanged |
| Rice Partnership, LLC | 2,000 | $364.0K | 0.12% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 2,000 | $364.0K | 0.13% | +150+8.1% | Added |
| FIDELIS iM, LLC | 2,000 | $364.0K | 0.23% | +2,000 | New |
| Vista Capital Partners, Inc. | 1,976 | $360.0K | 0.05% | −53−2.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,976 | $360.0K | 0.05% | +120+6.5% | Added |
| Sustainable Insight Capital Management, LLC | 1,969 | $359.0K | 0.23% | +34+1.8% | Added |
| Benedict Financial Advisors Inc | 1,940 | $353.0K | 0.10% | −16−0.8% | Reduced |
| Bray Capital Advisors | 1,930 | $352.0K | 0.09% | +4+0.2% | Added |
| Windsor Group LTD | 1,932 | $351.0K | 0.07% | −217−10.1% | Reduced |
| Vigilare Wealth Management | 1,926 | $351.0K | 0.22% | +751+63.9% | Added |
| Investment Partners, Ltd. | 1,919 | $350.0K | 0.16% | +1,919 | New |
| Measured Wealth Private Client Group, LLC | 1,917 | $349.0K | 0.13% | +715+59.5% | Added |
| Trust Co of Kansas | 1,911 | $348.0K | 0.20% | −29−1.5% | Reduced |
| Investment Advisory Services Inc | 1,908 | $347.0K | 0.21% | +21+1.1% | Added |
| Abacus Wealth Partners, LLC | 1,904 | $346.7K | 0.13% | +1+0.1% | Added |
| Truehand, Inc | 1,900 | $346.0K | 0.20% | 00.0% | Unchanged |
| Round Table Services, LLC | 1,900 | $346.0K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,892 | $346.0K | 0.02% | 00.0% | Unchanged |
| West Coast Financial LLC | 1,894 | $345.0K | 0.06% | +518+37.6% | Added |
| Dumont & Blake Investment Advisors LLC | 1,890 | $344.0K | 0.10% | −31−1.6% | Reduced |
| Engineers Gate Manager LP | 1,881 | $343.0K | 0.02% | −4,886−72.2% | Reduced |
| WealthShield Partners, LLC | 1,874 | $342.0K | 0.09% | −196−9.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,879 | $342.0K | 0.12% | −114−5.7% | Reduced |
| Staley Capital Advisers Inc | 1,880 | $342.0K | 0.02% | 00.0% | Unchanged |
| WC Walker & Associates, Inc. | 1,871 | $341.0K | 0.18% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,873 | $341.0K | 0.08% | +79+4.4% | Added |
| Unio Capital LLC | 1,861 | $339.0K | 0.15% | −16−0.9% | Reduced |
| Global Strategic Investment Solutions, LLC | 1,856 | $338.0K | 0.06% | +270+17.0% | Added |
| Sugarloaf Wealth Management, LLC | 1,853 | $337.0K | 0.09% | +2+0.1% | Added |
| Jones Financial Companies LLLP | 1,842 | $335.0K | 0.00% | +163+9.7% | Added |
| Warren Averett Asset Management, LLC | 1,560 | $333.0K | 0.03% | +55+3.7% | Added |
| Convergence Investment Partners, LLC | 1,822 | $332.0K | 0.18% | −8,071−81.6% | Reduced |
| MidWestOne Financial Group, Inc. | 1,821 | $332.0K | 0.08% | −1,000−35.4% | Reduced |
| Leavell Investment Management, Inc. | 1,824 | $332.0K | 0.02% | +1,824 | New |
| Legacy Bridge, LLC | 1,817 | $331.0K | 0.19% | +40+2.3% | Added |
| Coyle Financial Counsel LLC | 1,811 | $330.0K | 0.19% | +511+39.3% | Added |
| Stokes Family Office, LLC | 1,805 | $329.0K | 0.05% | +26+1.5% | Added |
| Laird Norton Trust Company, LLC | 1,809 | $329.0K | 0.03% | +78+4.5% | Added |
| Becker Capital Management Inc | 1,804 | $329.0K | 0.01% | +82+4.8% | Added |
| Kings Point Capital Management | 1,801 | $328.0K | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,803 | $328.0K | 0.37% | +12+0.7% | Added |