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 |
|---|---|---|---|---|---|
| Summit Financial Strategies, Inc. | 1,338 | $244.0K | 0.05% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 1,339 | $244.0K | 0.10% | +1+0.1% | Added |
| Davis R M Inc | 1,336 | $243.0K | 0.01% | −35−2.6% | Reduced |
| Cary Street Partners Asset Management LLC | 1,330 | $242.0K | 0.09% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,176 | $242.0K | 0.02% | +1,176 | New |
| Holistic Financial Partners | 1,331 | $242.0K | 0.15% | +1,331 | New |
| Prentice Wealth Management LLC | 1,323 | $241.0K | 0.12% | +9+0.7% | Added |
| Vestor Capital, LLC | 1,325 | $241.0K | 0.03% | +1,325 | New |
| Traphagen Investment Advisors LLC | 1,323 | $241.0K | 0.04% | −109,633−98.8% | Reduced |
| Wealth Management Associates, Inc. | 1,317 | $239.8K | 0.14% | +32+2.5% | Added |
| Summit Trail Advisors, LLC | 1,312 | $239.0K | 0.02% | +191+17.0% | Added |
| Edge Capital Group, LLC | 1,313 | $239.0K | 0.02% | +1,313 | New |
| WD Rutherford LLC | 1,305 | $238.0K | 0.13% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,303 | $237.0K | 0.11% | −274−17.4% | Reduced |
| Trinity Financial Advisors LLC | 1,300 | $237.0K | 0.16% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,297 | $236.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,300 | $236.0K | 0.02% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,289 | $235.0K | 0.04% | −267−17.2% | Reduced |
| Dillon & Associates Inc | 1,293 | $235.0K | 0.05% | −27−2.0% | Reduced |
| Private Capital Group, LLC | 1,283 | $234.0K | 0.05% | −14−1.1% | Reduced |
| David Loasby | 1,281 | $233.0K | 0.03% | +52+4.2% | Added |
| Acorn Financial Advisory Services Inc | 1,268 | $231.0K | 0.07% | +11+0.9% | Added |
| Sanders Morris Harris LLC | 1,270 | $231.0K | 0.04% | +100+8.5% | Added |
| Seelaus Asset Management LLC | 1,264 | $230.0K | 0.13% | +20+1.6% | Added |
| Wealth Architects, LLC | 1,261 | $230.0K | 0.04% | +170+15.6% | Added |
| West Chester Capital Advisors, Inc | 1,250 | $228.0K | 0.18% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,250 | $228.0K | 0.05% | 00.0% | Unchanged |
| Clean Yield Group | 1,253 | $228.0K | 0.08% | +53+4.4% | Added |
| Nichols & Pratt Advisers LLP | 1,250 | $227.0K | 0.02% | −150−10.7% | Reduced |
| Strategic Blueprint, LLC | 1,243 | $226.0K | 0.04% | −299−19.4% | Reduced |
| Trust Co | 1,240 | $226.0K | 0.06% | −12−1.0% | Reduced |
| Key Financial Inc | 1,231 | $224.0K | 0.13% | +59+5.0% | Added |
| Madison Wealth Partners, Inc | 1,228 | $224.0K | 0.13% | +1,228 | New |
| RMB Capital Management, LLC | 1,224 | $223.0K | 0.01% | +75+6.5% | Added |
| Prestige Wealth Management Group LLC | 1,223 | $223.0K | 0.06% | +349+39.9% | Added |
| German American Bancorp, Inc. | 1,211 | $221.0K | 0.03% | +64+5.6% | Added |
| Cable Hill Partners, LLC | 1,213 | $221.0K | 0.05% | +116+10.6% | Added |
| Graypoint LLC | 1,207 | $220.0K | 0.03% | +1,207 | New |
| Two Sigma Securities, LLC | 1,201 | $219.0K | 0.05% | −1,595−57.0% | Reduced |
| Bedel Financial Consulting, Inc. | 1,205 | $219.0K | 0.08% | −111−8.4% | Reduced |
| Elm Advisors, LLC | 1,200 | $219.0K | 0.13% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,198 | $218.0K | 0.21% | −40−3.2% | Reduced |
| Circle Wealth Management, LLC | 1,194 | $217.0K | 0.03% | −278−18.9% | Reduced |
| JB Capital LLC | 1,184 | $216.0K | 0.03% | +1,184 | New |
| Tiedemann Advisors, LLC | 1,182 | $215.0K | 0.01% | −591−33.3% | Reduced |
| Resource Planning Group | 1,167 | $212.0K | 0.13% | −48−4.0% | Reduced |
| Appleton Partners Inc | 1,166 | $212.0K | 0.02% | −16−1.4% | Reduced |
| Ballast Advisors LLC | 1,164 | $212.0K | 0.09% | +1+0.1% | Added |
| Mezzasalma Advisors, LLC | 1,165 | $212.0K | 0.12% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 1,150 | $212.0K | 0.01% | 00.0% | Unchanged |
| Ami Investment Management Inc | 1,157 | $211.0K | 0.09% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 1,161 | $211.0K | 0.16% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,159 | $211.0K | 0.05% | +5+0.4% | Added |
| Bickling Financial Services, Inc. | 1,156 | $211.0K | 0.11% | +6+0.5% | Added |
| Qtron Investments LLC | 1,153 | $210.0K | 0.06% | −1,102−48.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,153 | $210.0K | 0.08% | −20−1.7% | Reduced |
| Keel Point, LLC | 1,155 | $210.0K | 0.03% | −16−1.4% | Reduced |
| CFM Wealth Partners LLC | 1,152 | $209.0K | 0.05% | −20−1.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1,147 | $209.0K | 0.01% | +17+1.5% | Added |
| Garrison Point Advisors, LLC | 1,140 | $208.0K | 0.15% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,142 | $208.0K | 0.04% | +785+219.9% | Added |
| Mosaic Advisors LLC | 1,132 | $206.0K | 0.14% | −332−22.7% | Reduced |
| Steel Peak Wealth Management LLC | 1,127 | $205.0K | 0.01% | −510−31.2% | Reduced |
| Essex Investment Management Co LLC | 1,126 | $205.0K | 0.03% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 1,126 | $205.0K | 0.20% | +1,126 | New |
| Intercontinental Wealth Advisors, LLC | 1,120 | $204.0K | 0.05% | −6−0.5% | Reduced |
| Southland Equity Partners LLC | 1,118 | $203.6K | 0.09% | +42+3.9% | Added |
| FFT Wealth Management LLC | 1,112 | $203.0K | 0.02% | +122+12.3% | Added |
| Hatton Consulting, Inc. | 1,108 | $202.0K | 0.15% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,106 | $201.0K | 0.03% | −49−4.2% | Reduced |
| Northside Capital Management, LLC | 1,100 | $200.0K | 0.05% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,100 | $200.0K | 0.06% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,100 | $200.0K | 0.09% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 1,100 | $200.0K | 0.12% | +1,100 | New |
| Carmichael Hill & Associates, Inc. | 1,090 | $198.0K | 0.11% | −10−0.9% | Reduced |
| Crescent Capital Consulting, LLC | 1,069 | $194.0K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,065 | $194.0K | 0.04% | +159+17.5% | Added |
| McCarthy Grittinger Financial Group, LLC | 1,034 | $188.3K | 0.07% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,043 | $188.0K | 0.02% | +55+5.6% | Added |
| Fieldpoint Private Securities, LLC | 1,029 | $187.0K | 0.04% | +88+9.4% | Added |
| Sittner & Nelson, LLC | 1,023 | $186.0K | 0.12% | +500+95.6% | Added |
| Pinnacle Holdings, LLC | 982 | $178.8K | 0.08% | +982 | New |
| Country Trust Bank | 947 | $172.0K | 0.01% | −33−3.4% | Reduced |
| FIL Ltd | 940 | $171.0K | 0.00% | −9,469−91.0% | Reduced |
| HHM Wealth Advisors, LLC | 906 | $165.0K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 897 | $163.0K | 0.06% | +15+1.7% | Added |
| Bellwether Advisors, LLC | 874 | $159.0K | 0.05% | +24+2.8% | Added |
| CNB Bank | 867 | $158.0K | 0.09% | −32−3.6% | Reduced |
| Stephens Investment Management Group LLC | 869 | $158.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 871 | $158.0K | 0.09% | +73+9.1% | Added |
| Psagot Investment House Ltd. | 870 | $158.0K | 0.03% | +300+52.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 870 | $158.0K | 0.03% | +870 | New |
| Ellevest, Inc. | 860 | $157.0K | 0.02% | −95−9.9% | Reduced |
| Webster Bank, N. A. | 843 | $153.0K | 0.02% | 00.0% | Unchanged |
| Veracity Capital LLC | 839 | $153.0K | 0.07% | +128+18.0% | Added |
| Blueprint Investment Partners LLC | 839 | $153.0K | 0.08% | +839 | New |
| Northern Oak Wealth Management Inc | 825 | $150.0K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 826 | $150.0K | 0.03% | +10+1.2% | Added |
| First Command Financial Services, Inc. | 826 | $150.0K | 0.03% | +10+1.2% | Added |
| Lee Financial Co | 807 | $147.0K | 0.03% | +3+0.4% | Added |