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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.

Institutional holdersQ3 2021: 1,984 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ3 2021: $91.7B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Robbins Farley LLC202$37.0K0.03%00.0%Unchanged
West Financial Advisors, LLC200$36.0K0.01%00.0%Unchanged
Resolute Partners Group193$35.0K0.00%00.0%Unchanged
Front Row Advisors LLC191$35.0K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC186$34.0K0.00%−56−23.1%Reduced
Duncker Streett & Co Inc185$34.0K0.01%00.0%Unchanged
PSI Advisors, LLC186$34.0K0.02%+186New
Bell Investment Advisors, Inc186$34.0K0.01%+186New
RPG Investment Advisory, LLC175$32.0K0.01%00.0%Unchanged
Corbenic Partners LLC177$32.0K0.01%+20+12.7%Added
Bogart Wealth, LLC177$32.0K0.00%+43+32.1%Added
Kelly Lawrence W & Associates Inc165$30.0K0.01%00.0%Unchanged
Carderock Capital Management Inc167$30.0K0.01%+167New
IMA Wealth, Inc.154$28.0K0.01%00.0%Unchanged
Cordasco Financial Network155$28.0K0.02%00.0%Unchanged
Focused Wealth Management, Inc148$27.0K0.00%−552−78.9%Reduced
Arcadia Investment Management Corp150$27.0K0.00%−38−20.2%Reduced
AlphaMark Advisors, LLC150$27.0K0.01%00.0%Unchanged
PrairieView Partners, LLC150$27.0K0.00%+150New
Hoey Investments, Inc145$26.0K0.01%00.0%Unchanged
Johnson Midwest Financial, LLC137$25.0K0.02%+1+0.7%Added
Kelly Financial Services LLC137$24.9K0.01%−28,201−99.5%Reduced
CVA Family Office, LLC142$24.0K0.02%−730−83.7%Reduced
Atwood & Palmer Inc133$24.0K0.00%+117+731.3%Added
Ten Capital Wealth Advisors, LLC128$23.0K0.01%00.0%Unchanged
JJJ Advisors Inc.121$22.0K0.01%+16+15.2%Added
Pacific Center for Financial Services115$21.0K0.01%+1+0.9%Added
Enterprise Trust & Investment Co117$21.0K0.01%00.0%Unchanged
Syverson Strege & Co115$21.0K0.02%+115New
Consolidated Planning Corp112$20.0K0.01%+112New
Walled Lake Planning & Wealth Management, LLC105$19.0K0.01%−62−37.1%Reduced
Advocacy Wealth Management Services, LLC100$18.0K0.00%−73−42.2%Reduced
AllSquare Wealth Management LLC100$18.0K0.01%00.0%Unchanged
Better Money Decisions, LLC101$18.0K0.01%00.0%Unchanged
Evolution Wealth Advisors, LLC92$17.0K0.00%00.0%Unchanged
Marquette Asset Management, LLC90$16.0K0.00%00.0%Unchanged
Red Tortoise LLC97$16.0K0.01%+97New
Sage Private Wealth Group, LLC80$15.0K0.02%00.0%Unchanged
Laurel Wealth Planning LLC85$15.0K0.01%+85New
Riggs Asset Managment Co. Inc.75$14.0K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC79$14.0K0.01%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund70$13.0K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC60$11.0K0.01%00.0%Unchanged
Centerpoint Advisors, LLC60$11.0K0.01%00.0%Unchanged
Disciplined Investments, LLC58$11.0K0.01%00.0%Unchanged
Rational Advisors LLC53$10.0K0.00%+53New
Gladius Capital Management LP51$10.0K0.01%+51New
Carolina Wealth Advisors, LLC50$9.00K0.01%−58−53.7%Reduced
Cedar Mountain Advisors, LLC51$9.00K0.00%00.0%Unchanged
True Link Financial Advisors, LLC51$9.00K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory, LLC50$9.00K0.01%00.0%Unchanged
Halpern Financial, Inc.40$7.28K0.00%−42−51.2%Reduced
Winch Advisory Services, LLC41$7.00K0.00%00.0%Unchanged
Retirement Group, LLC40$7.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC41$7.00K0.01%00.0%Unchanged
Core Wealth Advisors, Inc.31$6.00K0.00%−50−61.7%Reduced
Baldrige Asset Management LLC31$6.00K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.34$6.00K0.00%+12+54.5%Added
Cranbrook Wealth Management, LLC35$6.00K0.00%+35New
O'Dell Group, LLC31$6.00K0.00%+31New
Eukles Asset Management30$5.00K0.00%−626−95.4%Reduced
Lowe Wealth Advisors, LLC25$5.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC26$5.00K0.00%00.0%Unchanged
Barnett & Company, Inc.28$5.00K0.00%+28New
Newton One Investments LLC29$5.00K0.00%+29New
Optiver Holding B.V.28$5.00K0.00%+28New
Savior LLC23$4.00K0.00%−47−67.1%Reduced
Red Cedar Capital, LLC23$4.00K0.00%00.0%Unchanged
Filbrandt Wealth Management, LLC20$4.00K0.00%00.0%Unchanged
Hoese & Co LLP20$4.00K0.00%00.0%Unchanged
Globeflex Capital L P16$3.00K0.00%00.0%Unchanged
Pacifica Partners Inc.15$3.00K0.00%00.0%Unchanged
Advanced Research Investment Solutions, LLC12$2.19K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.10$2.00K0.00%−40−80.0%Reduced
Ironwood Financial, llc10$2.00K0.00%00.0%Unchanged
Kozak & Associates, Inc.10$2.00K0.00%+10New
Lloyd Advisory Services, LLC.7$1.00K0.00%−17−70.8%Reduced
Transamerica Financial Advisors, Inc.4$1.00K0.03%00.0%Unchanged
Emerson Wealth Management, LLC5$1.00K0.00%+5New
PFG Private Wealth Management, LLC5$1.00K0.00%+5New
Cordant, Inc.5$1.00K0.00%+5New
Addison Advisors LLC6$1.00K0.00%+6New
WestEnd Advisors, LLC–$5460.00%––
Sofos Investments, Inc.2––00.0%Unchanged
St. Johns Investment Management Company, LLC0$00.00%−127−100.0%Sold out
Winslow Capital Management, LLC0$00.00%−1,981,084−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−1,503,503−100.0%Sold out
Marshall Wace North America L.P.0$00.00%−321,337−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−210,000−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−176,194−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−175,941−100.0%Sold out
Moore Capital Management, LP0$00.00%−131,437−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−101,976−100.0%Sold out
J. Goldman & Co LP0$00.00%−66,369−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−58,696−100.0%Sold out
Avalon Global Asset Management LLC0$00.00%−50,000−100.0%Sold out
Cartenna Capital, LP0$00.00%−48,600−100.0%Sold out
Nikko Asset Management Americas, Inc.0$00.00%−42,668−100.0%Sold out
Interval Partners, LP0$00.00%−40,930−100.0%Sold out
WBI Investments0$00.00%−25,218−100.0%Sold out