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 |
|---|---|---|---|---|---|
| Vista Investment Management | 1,800 | $328.0K | 0.19% | +616+52.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,788 | $326.0K | 0.03% | −43−2.3% | Reduced |
| WMS Partners, LLC | 1,790 | $326.0K | 0.05% | +2+0.1% | Added |
| Dana Investment Advisors, Inc. | 1,784 | $325.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,783 | $325.0K | 0.13% | +126+7.6% | Added |
| Wellington Shields Capital Management, LLC | 1,777 | $324.0K | 0.04% | 00.0% | Unchanged |
| GQG Partners LLC | 1,773 | $323.0K | 0.00% | +437+32.7% | Added |
| Essex LLC | 1,774 | $323.0K | 0.09% | +1,774 | New |
| Titus Wealth Management | 1,771 | $322.0K | 0.17% | +339+23.7% | Added |
| Ridgecrest Wealth Partners, LLC | 1,763 | $321.0K | 0.17% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,759 | $320.0K | 0.05% | −15−0.8% | Reduced |
| Aptus Capital Advisors, LLC | 1,751 | $319.0K | 0.01% | +91+5.5% | Added |
| Security National Bank of So Dak | 1,748 | $318.0K | 0.24% | +1,748 | New |
| Certified Advisory Corp | 1,736 | $316.0K | 0.08% | +16+0.9% | Added |
| Pinnacle Family Advisors, LLC | 1,718 | $313.0K | 0.14% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,707 | $311.0K | 0.05% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 1,701 | $310.0K | 0.15% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,700 | $310.0K | 0.67% | +1,700 | New |
| LexAurum Advisors, LLC | 1,687 | $307.0K | 0.09% | −59−3.4% | Reduced |
| Monetary Management Group Inc | 1,681 | $306.0K | 0.08% | +1,450+627.7% | Added |
| M. Kraus & Co | 1,676 | $305.0K | 0.11% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,668 | $304.0K | 0.20% | −16−1.0% | Reduced |
| Concord Wealth Partners | 1,658 | $302.0K | 0.12% | −1,115−40.2% | Reduced |
| Exane Derivatives | 1,640 | $298.7K | 0.07% | −1,650−50.2% | Reduced |
| Mather Group, LLC. | 1,626 | $296.0K | 0.01% | −981−37.6% | Reduced |
| Foster & Motley Inc | 1,619 | $295.0K | 0.02% | +321+24.7% | Added |
| Sather Financial Group Inc | 1,619 | $295.0K | 0.03% | +1,619 | New |
| BSW Wealth Partners | 1,613 | $294.0K | 0.08% | +185+13.0% | Added |
| Wealthquest Corp | 1,615 | $294.0K | 0.05% | +219+15.7% | Added |
| Cozad Asset Management Inc | 1,617 | $294.0K | 0.05% | +580+55.9% | Added |
| Vigilant Capital Management, LLC | 1,607 | $293.0K | 0.02% | −37−2.3% | Reduced |
| Lake Street Financial LLC | 1,606 | $292.0K | 0.07% | −2−0.1% | Reduced |
| Somerset Trust Co | 1,606 | $292.0K | 0.12% | +474+41.9% | Added |
| Hall Laurie J Trustee | 1,600 | $291.0K | 0.11% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,598 | $291.0K | 0.05% | +230+16.8% | Added |
| Platform Technology Partners | 1,593 | $290.0K | 0.13% | −338−17.5% | Reduced |
| Means Investment Co., Inc. | 1,594 | $290.0K | 0.06% | +2+0.1% | Added |
| AlphaStar Capital Management, LLC | 1,454 | $290.0K | 0.02% | +1,454 | New |
| Opus Capital Group, LLC | 1,588 | $289.0K | 0.07% | +169+11.9% | Added |
| Robertson Stephens Wealth Management, LLC | 1,586 | $288.0K | 0.03% | −176−10.0% | Reduced |
| Elgethun Capital Management | 1,583 | $288.0K | 0.10% | +5+0.3% | Added |
| Washington Trust Bank | 1,583 | $288.0K | 0.03% | +1,583 | New |
| McKinley Carter Wealth Services, Inc. | 1,578 | $287.0K | 0.02% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,577 | $287.0K | 0.01% | +1,577 | New |
| Calton & Associates, Inc. | 1,575 | $286.0K | 0.06% | +3+0.2% | Added |
| PYA Waltman Capital, LLC | 1,573 | $286.0K | 0.16% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 1,571 | $286.0K | 0.38% | +167+11.9% | Added |
| FinTrust Capital Advisors, LLC | 1,563 | $285.0K | 0.08% | −65−4.0% | Reduced |
| Golden State Equity Partners | 1,564 | $285.0K | 0.12% | +89+6.0% | Added |
| Boltwood Capital Management | 1,560 | $284.0K | 0.11% | −100−6.0% | Reduced |
| Insight Advisors, LLC | 1,350 | $284.0K | 0.08% | +32+2.4% | Added |
| WESPAC Advisors, LLC | 1,558 | $284.0K | 0.18% | +1,558 | New |
| Teza Capital Management LLC | 1,553 | $283.0K | 0.14% | −1,765−53.2% | Reduced |
| Chase Investment Counsel Corp | 1,551 | $282.0K | 0.12% | −943−37.8% | Reduced |
| Bank of Nova Scotia Trust Co | 1,550 | $282.0K | 0.03% | −114−6.9% | Reduced |
| Yorktown Management & Research Co Inc | 1,540 | $280.0K | 0.21% | 00.0% | Unchanged |
| First PREMIER Bank | 1,537 | $280.0K | 0.08% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,538 | $280.0K | 0.03% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 1,530 | $279.0K | 0.05% | −310−16.8% | Reduced |
| Oak Asset Management, LLC | 1,441 | $279.0K | 0.12% | +173+13.6% | Added |
| Sage Rhino Capital LLC | 1,527 | $278.0K | 0.08% | +41+2.8% | Added |
| Aua Capital Management, LLC | 1,523 | $277.0K | 0.18% | +8+0.5% | Added |
| Intrua Financial, LLC | 1,305 | $277.0K | 0.05% | +1,305 | New |
| Inscription Capital, LLC | 1,509 | $275.0K | 0.09% | −2,904−65.8% | Reduced |
| Berkeley Capital Partners, LLC | 1,504 | $274.0K | 0.13% | +78+5.5% | Added |
| Rbo & Co LLC | 1,500 | $273.0K | 0.05% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,483 | $273.0K | 0.17% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 1,475 | $269.0K | 0.02% | −400−21.3% | Reduced |
| Aspiriant, LLC | 1,477 | $269.0K | 0.02% | −252−14.6% | Reduced |
| Ambassador Advisors, LLC | 1,475 | $269.0K | 0.05% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,472 | $268.0K | 0.04% | −120−7.5% | Reduced |
| Compton Capital Management Inc | 1,470 | $268.0K | 0.08% | −20−1.3% | Reduced |
| Tiemann Investment Advisors, LLC | 1,467 | $267.0K | 0.13% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 1,458 | $266.0K | 0.03% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 1,459 | $266.0K | 0.05% | +1,459 | New |
| Stony Point Wealth Management Inc. | 1,462 | $266.0K | 0.16% | +1,462 | New |
| Lineweaver Wealth Advisors, LLC | 1,458 | $265.0K | 0.08% | +1,458 | New |
| Thoroughbred Financial Services, LLC | 1,442 | $262.0K | 0.06% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,439 | $262.0K | 0.02% | +17+1.2% | Added |
| Wealth Quarterback LLC | 4,695 | $259.0K | 0.17% | +2,901+161.7% | Added |
| Avestar Capital, LLC | 1,425 | $259.0K | 0.05% | +70+5.2% | Added |
| Frisch Financial Group, Inc. | 1,412 | $257.0K | 0.09% | +6+0.4% | Added |
| Onyx Bridge Wealth Group LLC | 1,330 | $257.0K | 0.10% | −25−1.8% | Reduced |
| Advus Financial Partners, LLC | 1,197 | $256.6K | 0.14% | +1,197 | New |
| Burke & Herbert Bank & Trust Co | 1,405 | $256.0K | 0.17% | 00.0% | Unchanged |
| Doliver Advisors, LP | 1,406 | $256.0K | 0.09% | +23+1.7% | Added |
| Enlightenment Research, LLC | 1,400 | $255.0K | 0.31% | −1,400−50.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,400 | $255.0K | 0.03% | +400+40.0% | Added |
| CWA Asset Management Group, LLC | 1,385 | $252.0K | 0.02% | +68+5.2% | Added |
| Demars Financial Group, LLC | 1,381 | $251.0K | 0.15% | −1,239−47.3% | Reduced |
| Pinnacle Bancorp, Inc. | 1,379 | $251.0K | 0.10% | −15−1.1% | Reduced |
| Journey Advisory Group, LLC | 1,377 | $251.0K | 0.08% | +8+0.6% | Added |
| Golden State Wealth Management, LLC | 1,372 | $250.0K | 0.05% | −6−0.4% | Reduced |
| Hudock, Inc. | 1,373 | $250.0K | 0.08% | +438+46.8% | Added |
| Mirova | 1,363 | $248.0K | 0.03% | +130+10.5% | Added |
| Derbend Asset Management | 1,362 | $248.0K | 0.23% | +1,362 | New |
| Regents of the University of California | 1,350 | $246.0K | 0.03% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 4,893 | $245.0K | 0.02% | +3,552+264.9% | Added |
| Ssi Investment Management LLC | 1,333 | $245.0K | 0.01% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,179 | $245.0K | 0.15% | 00.0% | Unchanged |