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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 105,784 | $19.3M | 3.03% | +985+0.9% | Added |
| Achmea Investment Management B.V. | 103,072 | $18.8M | 0.57% | +11,722+12.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 101,590 | $18.5M | 0.44% | −503−0.5% | Reduced |
| Financial Counselors Inc | 100,937 | $18.4M | 0.39% | +566+0.6% | Added |
| PFS Investments Inc. | 86,959 | $18.2M | 0.38% | +6,769+8.4% | Added |
| Pinnacle Associates Ltd | 99,806 | $18.2M | 0.34% | +17,555+21.3% | Added |
| Pinnacle Financial Partners Inc | 98,127 | $17.9M | 0.63% | +5,249+5.7% | Added |
| Mutual of America Capital Management LLC | 95,623 | $17.4M | 0.17% | +1,205+1.3% | Added |
| IFM Investors Pty Ltd | 94,992 | $17.3M | 0.36% | −73−0.1% | Reduced |
| Commerce Bank | 94,208 | $17.2M | 0.12% | +9,318+11.0% | Added |
| Franklin Street Advisors Inc | 93,841 | $17.1M | 1.45% | +4,750+5.3% | Added |
| Stock Yards Bank & Trust Co | 93,485 | $17.0M | 1.07% | +7,157+8.3% | Added |
| Marco Investment Management LLC | 93,184 | $17.0M | 1.87% | +6,948+8.1% | Added |
| Candriam Luxembourg S.C.A. | 92,953 | $16.9M | 0.12% | −98,728−51.5% | Reduced |
| Blue Chip Partners, Inc. | 92,878 | $16.9M | 2.38% | +2,411+2.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 92,650 | $16.9M | 0.64% | +8,619+10.3% | Added |
| Huntington National Bank | 92,474 | $16.8M | 0.17% | +3,574+4.0% | Added |
| Kornitzer Capital Management Inc | 91,839 | $16.7M | 0.26% | +848+0.9% | Added |
| Osher Van de Voorde Investment Management | 91,700 | $16.7M | 4.28% | −85−0.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 91,267 | $16.6M | 0.19% | +643+0.7% | Added |
| Mayflower Financial Advisors, LLC | 84,774 | $16.4M | 2.22% | +156+0.2% | Added |
| Kestra Advisory Services, LLC | 89,995 | $16.4M | 0.16% | −7,413−7.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 88,956 | $16.2M | 1.27% | −977−1.1% | Reduced |
| Charter Trust Co | 88,686 | $16.1M | 1.51% | −75−0.1% | Reduced |
| Greatmark Investment Partners, Inc. | 88,509 | $16.1M | 3.02% | −325−0.4% | Reduced |
| Verity & Verity, LLC | 75,628 | $16.1M | 2.41% | +281+0.4% | Added |
| Tobam | 88,152 | $16.1M | 0.68% | +13,230+17.7% | Added |
| Jennison Associates LLC | 86,533 | $15.8M | 0.01% | −62,031−41.8% | Reduced |
| AE Wealth Management LLC | 86,518 | $15.8M | 0.13% | +3,180+3.8% | Added |
| Mercer Global Advisors Inc | 86,022 | $15.7M | 0.11% | +20,699+31.7% | Added |
| Grimes & Company, Inc. | 85,052 | $15.5M | 0.67% | +591+0.7% | Added |
| CIBC Asset Management Inc | 84,803 | $15.4M | 0.06% | +15,734+22.8% | Added |
| Abner Herrman & Brock LLC | 84,627 | $15.4M | 2.17% | +723+0.9% | Added |
| Brinker Capital Investments, LLC | 74,077 | $15.4M | 0.24% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 84,288 | $15.3M | 0.65% | −886−1.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 84,230 | $15.3M | 2.51% | −296−0.4% | Reduced |
| Texas Yale Capital Corp. | 84,171 | $15.3M | 0.87% | +140+0.2% | Added |
| Varma Mutual Pension Insurance Co | 84,000 | $15.3M | 0.23% | −106,000−55.8% | Reduced |
| Palladium Partners LLC | 83,674 | $15.2M | 0.69% | +5,435+6.9% | Added |
| Boston Common Asset Management, LLC | 83,621 | $15.2M | 0.66% | +576+0.7% | Added |
| Jacobs & Co | 83,115 | $15.1M | 1.74% | +3,218+4.0% | Added |
| Richard C. Young & CO., LTD. | 83,044 | $15.1M | 2.08% | −462−0.6% | Reduced |
| Doyle Wealth Management | 82,403 | $15.0M | 1.19% | +2,005+2.5% | Added |
| Waypoint Wealth Partners Inc. | 81,858 | $14.9M | 5.58% | 00.0% | Unchanged |
| Iowa State Bank | 81,619 | $14.9M | 4.16% | +99+0.1% | Added |
| DuPont Capital Management Corp | 80,897 | $14.7M | 0.46% | −27,878−25.6% | Reduced |
| Andra AP-fonden | 79,700 | $14.5M | 0.30% | +11,500+16.9% | Added |
| Nissay Asset Management Corp | 78,996 | $14.4M | 0.12% | +3,259+4.3% | Added |
| Davidson Investment Advisors | 78,390 | $14.3M | 1.11% | −254−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 77,153 | $14.1M | 0.04% | +3,376+4.6% | Added |
| Northwestern Mutual Wealth Management Co | 76,760 | $14.0M | 0.03% | −9,175−10.7% | Reduced |
| Citizens Financial Group Inc | 76,660 | $14.0M | 0.52% | +1,200+1.6% | Added |
| Stillwater Capital Advisors, LLC | 76,404 | $13.9M | 2.29% | −841−1.1% | Reduced |
| Bridgeway Capital Management, LLC | 76,113 | $13.9M | 0.26% | −101,125−57.1% | Reduced |
| Madison Asset Management, LLC | 75,026 | $13.7M | 0.19% | +2,053+2.8% | Added |
| Noesis Capital Mangement Corp | 74,406 | $13.5M | 2.65% | +3,235+4.5% | Added |
| Guyasuta Investment Advisors Inc | 74,088 | $13.5M | 0.96% | −1,290−1.7% | Reduced |
| Adviser Investments LLC | 73,973 | $13.5M | 1.01% | +230+0.3% | Added |
| Lathrop Investment Management Corp | 73,866 | $13.5M | 2.87% | −1,834−2.4% | Reduced |
| Independent Advisor Alliance | 73,273 | $13.3M | 0.74% | +2,841+4.0% | Added |
| Cullinan Associates Inc | 73,141 | $13.3M | 0.74% | +23,438+47.2% | Added |
| TCTC Holdings, LLC | 71,649 | $13.0M | 0.60% | −2,041−2.8% | Reduced |
| Capstone Investment Advisors, LLC | 71,618 | $13.0M | 0.23% | +71,618 | New |
| Hartford Investment Management Co | 70,612 | $12.9M | 0.35% | −8,151−10.3% | Reduced |
| Mayar Capital Ltd. | 70,363 | $12.8M | 13.83% | +4,750+7.2% | Added |
| Fisher Asset Management, LLC | 70,246 | $12.8M | 0.01% | +10,349+17.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 70,000 | $12.7M | 0.14% | 00.0% | Unchanged |
| Skye Global Management LP | 70,000 | $12.7M | 0.21% | +70,000 | New |
| Raymond James Trust N.A. | 69,418 | $12.6M | 0.42% | +8,077+13.2% | Added |
| Tredje AP-fonden | 68,929 | $12.6M | 0.26% | +18,000+35.3% | Added |
| Stack Financial Management, Inc | 68,812 | $12.5M | 1.20% | +463+0.7% | Added |
| Galvin, Gaustad & Stein, LLC | 68,620 | $12.5M | 1.21% | −998−1.4% | Reduced |
| J.W. Cole Advisors, Inc. | 68,319 | $12.4M | 0.89% | −840−1.2% | Reduced |
| Investment House LLC | 68,146 | $12.4M | 0.90% | +1,667+2.5% | Added |
| MML Investors Services, LLC | 68,092 | $12.4M | 0.10% | −1,020−1.5% | Reduced |
| Segall Bryant & Hamill, LLC | 68,003 | $12.4M | 0.12% | +2,267+3.4% | Added |
| Atria Investments LLC | 67,506 | $12.3M | 0.22% | +6,109+9.9% | Added |
| ING Groep NV | 66,962 | $12.2M | 0.16% | +6,736+11.2% | Added |
| Welch & Forbes LLC | 66,643 | $12.1M | 0.20% | −553−0.8% | Reduced |
| First National Bank of Omaha | 66,187 | $12.1M | 0.61% | −1,899−2.8% | Reduced |
| 9258 Wealth Management, LLC | 65,882 | $12.0M | 3.20% | −275−0.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 64,975 | $11.8M | 1.33% | +155+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 64,934 | $11.8M | 0.12% | +7,677+13.4% | Added |
| Wilkins Investment Counsel Inc | 64,887 | $11.8M | 2.89% | −1,000−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 64,276 | $11.7M | 0.20% | +3,183+5.2% | Added |
| Atalanta Sosnoff Capital, LLC | 64,160 | $11.7M | 0.27% | −46,382−42.0% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 64,120 | $11.7M | 7.26% | +40,335+169.6% | Added |
| Moody National Bank Trust Division | 63,966 | $11.6M | 0.17% | −51−0.1% | Reduced |
| Mark Stevens | 63,547 | $11.6M | 1.29% | −2,095−3.2% | Reduced |
| Gradient Investments LLC | 63,257 | $11.5M | 0.32% | +353+0.6% | Added |
| Norinchukin Bank, The | 63,145 | $11.5M | 0.16% | +3,295+5.5% | Added |
| Lynch & Associates | 62,911 | $11.5M | 2.97% | −187−0.3% | Reduced |
| Hexavest Inc. | 62,624 | $11.4M | 0.70% | +1,010+1.6% | Added |
| Gotham Asset Management, LLC | 62,579 | $11.4M | 0.46% | +11,162+21.7% | Added |
| Securian Asset Management, Inc | 62,364 | $11.4M | 0.23% | −327−0.5% | Reduced |
| Wesbanco Bank Inc | 62,201 | $11.3M | 0.43% | −949−1.5% | Reduced |
| StrategIQ Financial Group, LLC | 61,819 | $11.3M | 2.24% | +200.0% | Added |
| Intact Investment Management Inc. | 61,500 | $11.2M | 0.31% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 61,041 | $11.1M | 2.02% | −123−0.2% | Reduced |
| Churchill Management Corp | 61,016 | $11.1M | 0.17% | −1,420−2.3% | Reduced |