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 |
|---|---|---|---|---|---|
| M&G Investment Management Ltd | 60,916 | $11.1M | 0.05% | −29,391−32.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 60,883 | $11.1M | 0.22% | +1,643+2.8% | Added |
| Linscomb & Williams, Inc. | 60,704 | $11.1M | 0.57% | −564−0.9% | Reduced |
| American National Insurance Co | 60,430 | $11.0M | 0.41% | −50−0.1% | Reduced |
| CCM Investment Advisers LLC | 60,155 | $11.0M | 1.42% | +1,600+2.7% | Added |
| Virginia Retirement Systems Et Al | 59,900 | $10.9M | 0.11% | −200−0.3% | Reduced |
| Sigma Investment Counselors Inc | 59,703 | $10.9M | 0.81% | +250.0% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 59,400 | $10.8M | 0.00% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 59,266 | $10.8M | 1.18% | −23,335−28.3% | Reduced |
| Country Club Trust Company, n.a. | 58,388 | $10.8M | 0.93% | −130−0.2% | Reduced |
| Hamel Associates, Inc. | 58,584 | $10.7M | 4.16% | −2,535−4.1% | Reduced |
| Ameritas Investment Company, LLC | 58,222 | $10.6M | 0.49% | +55,354+1,930.1% | Added |
| Signaturefd, LLC | 58,156 | $10.6M | 0.37% | +88+0.2% | Added |
| Bokf, NA | 58,146 | $10.6M | 0.18% | +58,146 | New |
| Amica Mutual Insurance Co | 57,935 | $10.6M | 1.10% | +7,344+14.5% | Added |
| Mastrapasqua Asset Management Inc | 57,512 | $10.5M | 1.14% | −2,603−4.3% | Reduced |
| Eagle Ridge Investment Management | 57,097 | $10.4M | 1.16% | +937+1.7% | Added |
| Sowell Financial Services LLC | 56,954 | $10.4M | 0.70% | +1,635+3.0% | Added |
| Lee Danner & Bass Inc | 56,874 | $10.4M | 0.96% | −2,100−3.6% | Reduced |
| Maryland State Retirement & Pension System | 55,261 | $10.3M | 0.29% | 00.0% | Unchanged |
| Prudential PLC | 55,781 | $10.2M | 0.14% | −82,408−59.6% | Reduced |
| Swarthmore Group Inc | 48,809 | $10.2M | 2.62% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 55,645 | $10.1M | 0.32% | −60−0.1% | Reduced |
| First National Trust Co | 55,079 | $10.0M | 0.60% | +2,760+5.3% | Added |
| Qube Research & Technologies Ltd | 55,077 | $10.0M | 0.13% | +55,077 | New |
| Congress Asset Management Co | 55,007 | $10.0M | 0.08% | +1,417+2.6% | Added |
| Grace & White Inc | 54,990 | $10.0M | 1.91% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 54,850 | $9.99M | 0.09% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 54,412 | $9.91M | 0.77% | −90.0% | Reduced |
| Cornerstone Advisors, LLC | 54,000 | $9.83M | 0.57% | −23,600−30.4% | Reduced |
| Gilbert & Cook, Inc. | 53,797 | $9.80M | 1.75% | +182+0.3% | Added |
| Telos Capital Management, Inc. | 53,519 | $9.75M | 1.33% | +6,579+14.0% | Added |
| Bingham Osborn & Scarborough LLC | 53,051 | $9.66M | 0.68% | +50+0.1% | Added |
| Capital Wealth Planning, LLC | 52,880 | $9.63M | 0.26% | −2,777−5.0% | Reduced |
| Covington Capital Management | 52,859 | $9.63M | 0.36% | +371+0.7% | Added |
| Wealthcare Advisory Partners LLC | 52,733 | $9.60M | 0.63% | +150+0.3% | Added |
| Biechele Royce Advisors | 52,724 | $9.60M | 4.25% | +2,548+5.1% | Added |
| Northeast Investment Management | 52,311 | $9.53M | 0.51% | −825−1.6% | Reduced |
| ARGI Investment Services, LLC | 51,796 | $9.43M | 0.30% | +32,279+165.4% | Added |
| Anchor Investment Management, LLC | 51,482 | $9.37M | 1.30% | −299−0.6% | Reduced |
| Executive Wealth Management, LLC | 51,358 | $9.35M | 1.03% | +338+0.7% | Added |
| Olstein Capital Management, L.P. | 51,000 | $9.29M | 1.14% | +12,000+30.8% | Added |
| Hendley & Co Inc | 50,735 | $9.24M | 3.23% | −190−0.4% | Reduced |
| Elo Mutual Pension Insurance Co | 50,241 | $9.15M | 0.29% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 50,146 | $9.13M | 0.77% | −3,858−7.1% | Reduced |
| Hantz Financial Services, Inc. | 50,148 | $9.13M | 0.30% | +4,036+8.8% | Added |
| Nan Shan Life Insurance Co., Ltd. | 50,000 | $9.11M | 0.15% | −126,300−71.6% | Reduced |
| FDx Advisors, Inc. | 49,988 | $9.10M | 0.29% | +6,686+15.4% | Added |
| Davy Global Fund Management Ltd | 49,465 | $9.01M | 1.37% | −207−0.4% | Reduced |
| Tufton Capital Management | 49,027 | $8.93M | 1.51% | +298+0.6% | Added |
| Addenda Capital Inc. | 48,792 | $8.88M | 0.42% | −656−1.3% | Reduced |
| Hendershot Investments Inc. | 48,391 | $8.81M | 1.67% | −570−1.2% | Reduced |
| BancorpSouth Bank | 48,176 | $8.77M | 1.22% | +742+1.6% | Added |
| Acadian Asset Management LLC | 48,141 | $8.76M | 0.03% | −178,596−78.8% | Reduced |
| Miracle Mile Advisors, LLC | 47,969 | $8.73M | 0.42% | +736+1.6% | Added |
| Regentatlantic Capital LLC | 47,869 | $8.72M | 0.26% | +3,062+6.8% | Added |
| Koshinski Asset Management, Inc. | 47,811 | $8.71M | 0.76% | +1,299+2.8% | Added |
| O'Shares Investment Advisers, LLC | 47,420 | $8.63M | 0.64% | +1,521+3.3% | Added |
| New Mexico Educational Retirement Board | 47,362 | $8.63M | 0.30% | −600−1.3% | Reduced |
| Resources Management Corp | 47,353 | $8.62M | 1.24% | +760+1.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 47,281 | $8.61M | 0.84% | +59+0.1% | Added |
| Oppenheimer & Co Inc | 47,089 | $8.57M | 0.16% | +592+1.3% | Added |
| Glenview Trust Co | 47,052 | $8.57M | 0.33% | −307−0.6% | Reduced |
| Cetera Investment Advisers | 46,883 | $8.54M | 0.14% | +1,551+3.4% | Added |
| Greenwood Capital Associates LLC | 46,875 | $8.54M | 1.31% | −14,174−23.2% | Reduced |
| Kestra Private Wealth Services, LLC | 46,572 | $8.48M | 0.47% | +4,655+11.1% | Added |
| Beacon Financial Group | 45,493 | $8.40M | 1.16% | +70.0% | Added |
| Putnam Investments LLC | 46,049 | $8.38M | 0.01% | −2,442−5.0% | Reduced |
| Donaldson Capital Management, LLC | 45,970 | $8.37M | 0.42% | −1,292−2.7% | Reduced |
| Headinvest, LLC | 45,937 | $8.37M | 1.59% | −568−1.2% | Reduced |
| MainStreet Investment Advisors LLC | 45,850 | $8.35M | 0.80% | −556−1.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 45,733 | $8.33M | 0.02% | +25,913+130.7% | Added |
| Summit Financial Wealth Advisors, LLC | 45,694 | $8.32M | 1.89% | +410+0.9% | Added |
| Pacer Advisors, Inc. | 45,571 | $8.30M | 0.11% | +2,391+5.5% | Added |
| Ossiam | 45,417 | $8.27M | 0.23% | +35,890+376.7% | Added |
| Louisiana State Employees Retirement System | 45,300 | $8.25M | 0.20% | +200+0.4% | Added |
| Princeton Capital Management LLC | 44,593 | $8.12M | 2.59% | +266+0.6% | Added |
| Cohen Klingenstein LLC | 44,207 | $8.05M | 0.35% | −15,547−26.0% | Reduced |
| Hunter Associates Investment Management LLC | 44,200 | $8.05M | 2.59% | +1,200+2.8% | Added |
| Massmutual Trust Co FSB | 43,966 | $8.01M | 0.33% | +184+0.4% | Added |
| Corbyn Investment Management Inc | 43,531 | $7.93M | 2.60% | +2,004+4.8% | Added |
| Bank of New Hampshire | 37,982 | $7.90M | 2.11% | 00.0% | Unchanged |
| Miramar Capital, LLC | 43,027 | $7.83M | 3.12% | +2,030+5.0% | Added |
| Daiwa Securities Group Inc. | 42,953 | $7.82M | 0.05% | −2,877−6.3% | Reduced |
| Richard Bernstein Advisors LLC | 42,878 | $7.81M | 0.16% | +2,373+5.9% | Added |
| Garland Capital Management Inc | 42,855 | $7.80M | 5.58% | −220−0.5% | Reduced |
| Shell Asset Management Co | 42,742 | $7.78M | 0.17% | +2,209+5.4% | Added |
| Vantage Investment Partners, LLC | 42,661 | $7.77M | 0.40% | −10,196−19.3% | Reduced |
| Kentucky Retirement Systems | 42,561 | $7.75M | 0.36% | +441+1.0% | Added |
| Woodmont Investment Counsel LLC | 42,505 | $7.74M | 1.13% | +5,583+15.1% | Added |
| Spinnaker Trust | 42,403 | $7.72M | 0.54% | +1,457+3.6% | Added |
| Evercore Wealth Management, LLC | 42,165 | $7.68M | 0.14% | −740−1.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 42,086 | $7.56M | 0.33% | +42,086 | New |
| Evergreen Capital Management LLC | 41,417 | $7.54M | 0.34% | +5,534+15.4% | Added |
| HBK Sorce Advisory LLC | 41,405 | $7.54M | 0.42% | +5,330+14.8% | Added |
| Eliot Finkel Investment Counsel, LLC | 41,335 | $7.53M | 4.82% | −80−0.2% | Reduced |
| Sand Hill Global Advisors, LLC | 41,319 | $7.52M | 0.46% | +118+0.3% | Added |
| Dowling & Yahnke LLC | 41,250 | $7.51M | 0.42% | −182−0.4% | Reduced |
| Waterfront Wealth Inc. | 41,223 | $7.51M | 3.63% | +176+0.4% | Added |
| SG Americas Securities, LLC | 41,115 | $7.49M | 0.04% | +27,466+201.2% | Added |