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 |
|---|---|---|---|---|---|
| LSV Asset Management | 800 | $145.0K | 0.00% | −100−11.1% | Reduced |
| Cahill Financial Advisors Inc | 795 | $145.0K | 0.03% | +795 | New |
| Gerber Kawasaki Wealth & Investment Management | 793 | $144.0K | 0.02% | +793 | New |
| Sound Income Strategies, LLC | 786 | $143.0K | 0.02% | +101+14.7% | Added |
| Tucker Asset Management LLC | 666 | $142.2K | 0.05% | +94+16.4% | Added |
| MV Capital Management, Inc. | 765 | $139.0K | 0.02% | +59+8.4% | Added |
| Old North State Trust, LLC | 757 | $138.0K | 0.12% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 756 | $138.0K | 0.02% | +6+0.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 733 | $133.0K | 0.00% | +108+17.3% | Added |
| Lindbrook Capital, LLC | 727 | $132.0K | 0.03% | −68−8.6% | Reduced |
| Kowal Investment Group, LLC | 718 | $131.0K | 0.04% | +718 | New |
| Raffa Wealth Management, LLC | 714 | $130.0K | 0.05% | +15+2.1% | Added |
| JNBA Financial Advisors | 696 | $127.0K | 0.02% | −27−3.7% | Reduced |
| Toth Financial Advisory Corp | 692 | $126.0K | 0.02% | +1+0.1% | Added |
| Sargent Bickham Lagudis LLC | 689 | $125.0K | 0.01% | +48+7.5% | Added |
| Private Ocean, LLC | 687 | $125.0K | 0.02% | +251+57.6% | Added |
| Herold Advisors, Inc. | 684 | $124.0K | 0.05% | +684 | New |
| Rock Creek Group, LP | 678 | $123.0K | 0.02% | −642−48.6% | Reduced |
| IAG Wealth Partners, LLC | 640 | $117.0K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 644 | $117.0K | 0.07% | +95+17.3% | Added |
| Old Second National Bank of Aurora | 630 | $115.0K | 0.03% | +50+8.6% | Added |
| Canton Hathaway, LLC | 630 | $115.0K | 0.03% | +105+20.0% | Added |
| Institutional & Family Asset Management, LLC | 624 | $114.0K | 0.02% | −19−3.0% | Reduced |
| Howe & Rusling Inc | 618 | $113.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 613 | $112.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 611 | $111.0K | 0.03% | −436−41.6% | Reduced |
| Joseph P. Lucia & Associates, LLC | 600 | $109.0K | 0.06% | −250−29.4% | Reduced |
| Highlander Capital Management, LLC | 600 | $109.0K | 0.06% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 599 | $109.0K | 0.01% | +91+17.9% | Added |
| Compagnie Lombard Odier SCmA | 600 | $109.0K | 0.00% | +600 | New |
| Larson Financial Group LLC | 593 | $108.0K | 0.02% | +106+21.8% | Added |
| Plante Moran Financial Advisors, LLC | 583 | $106.0K | 0.02% | −329−36.1% | Reduced |
| Heritage Wealth Management, LLC | 582 | $106.0K | 0.04% | −70−10.7% | Reduced |
| Salem Investment Counselors Inc | 577 | $105.0K | 0.01% | −160−21.7% | Reduced |
| Sonora Investment Management, LLC | 578 | $105.0K | 0.01% | −81−12.3% | Reduced |
| Wagner Wealth Management, LLC | 468 | $100.0K | 0.08% | −63−11.9% | Reduced |
| Sierra Capital LLC | 542 | $99.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 542 | $98.7K | 0.02% | −89−14.1% | Reduced |
| Mascoma Wealth Management LLC | 530 | $97.0K | 0.04% | +530 | New |
| Baron Financial Group, LLC | 530 | $96.5K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 527 | $96.0K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 515 | $93.0K | 0.02% | +153+42.3% | Added |
| First Bank & Trust | 506 | $92.0K | 0.04% | −183−26.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 497 | $91.0K | 0.00% | +57+13.0% | Added |
| Total Clarity Wealth Management, Inc. | 500 | $91.0K | 0.04% | +500 | New |
| Gemmer Asset Management LLC | 496 | $90.0K | 0.01% | +1+0.2% | Added |
| Global Financial Private Client, LLC | 490 | $88.9K | 0.05% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 473 | $86.0K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 469 | $85.0K | 0.01% | +320+214.8% | Added |
| Atlas Private Wealth Advisors | 462 | $84.0K | 0.04% | −11−2.3% | Reduced |
| Firestone Capital Management | 400 | $83.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 454 | $83.0K | 0.02% | −26−5.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 450 | $82.0K | 0.03% | −10−2.2% | Reduced |
| Blume Capital Management, Inc. | 439 | $80.0K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 435 | $79.0K | 0.05% | −70−13.9% | Reduced |
| TD Capital Management LLC | 415 | $76.0K | 0.01% | +2+0.5% | Added |
| TSFG, LLC | 415 | $76.0K | 0.03% | +1+0.2% | Added |
| Simplex Trading, LLC | 360 | $75.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 409 | $74.0K | 0.00% | −9,955−96.1% | Reduced |
| Column Capital Advisors, LLC | 405 | $74.0K | 0.02% | −21−4.9% | Reduced |
| Standard Family Office LLC | 400 | $73.0K | 0.02% | −7,865−95.2% | Reduced |
| FAI Wealth Management | 400 | $72.0K | 0.06% | 00.0% | Unchanged |
| First Personal Financial Services | 397 | $72.0K | 0.02% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 396 | $72.0K | 0.02% | +35+9.7% | Added |
| Providence Capital Advisors, LLC | 392 | $71.0K | 0.02% | −17,176−97.8% | Reduced |
| Atticus Wealth Management, LLC | 385 | $70.0K | 0.03% | −535−58.2% | Reduced |
| Edge Wealth Management LLC | 383 | $70.0K | 0.01% | −127−24.9% | Reduced |
| Macroview Investment Management LLC | 384 | $70.0K | 0.09% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 387 | $70.0K | 0.04% | +387 | New |
| HBC Financial Services, PLLC | 383 | $69.0K | 0.05% | +50+15.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 376 | $68.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 360 | $66.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 359 | $65.0K | 0.04% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 357 | $65.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 356 | $65.0K | 0.02% | +148+71.2% | Added |
| Pittenger & Anderson Inc | 358 | $65.0K | 0.00% | +358 | New |
| Cascade Investment Advisors, Inc. | 355 | $64.6K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 345 | $63.0K | 0.01% | +345 | New |
| Capital Directions Investment Advisors, LLC | 338 | $62.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $60.1K | 0.07% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 332 | $60.0K | 0.05% | +61+22.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 300 | $55.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 300 | $55.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 300 | $55.0K | 0.01% | +28+10.3% | Added |
| Financial Perspectives, Inc | 293 | $53.4K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 280 | $51.0K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 268 | $49.0K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 267 | $48.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 263 | $48.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 264 | $48.0K | 0.01% | +264 | New |
| RWM Asset Management, LLC | 258 | $47.0K | 0.01% | +258 | New |
| Vectors Research Management, LLC | 255 | $46.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 251 | $45.0K | 0.00% | +20+8.7% | Added |
| West Oak Capital, LLC | 227 | $41.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 220 | $40.0K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 215 | $39.0K | 0.02% | 00.0% | Unchanged |
| American Research & Management Co. | 212 | $39.0K | 0.01% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 18,720 | $38.0K | 0.46% | +387+2.1% | Added |
| McCarthy Asset Management, Inc. | 210 | $38.0K | 0.03% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 204 | $37.0K | 0.01% | 00.0% | Unchanged |