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 |
|---|---|---|---|---|---|
| CIBC World Markets Corp | 41,056 | $7.48M | 0.05% | −9,165−18.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 40,934 | $7.45M | 0.10% | −19,596−32.4% | Reduced |
| Crossmark Global Holdings, Inc. | 40,705 | $7.41M | 0.17% | +900+2.3% | Added |
| Squarepoint Ops LLC | 40,630 | $7.40M | 0.05% | −3,205−7.3% | Reduced |
| Ibex Wealth Advisors | 40,583 | $7.39M | 1.42% | −329−0.8% | Reduced |
| Morgan Dempsey Capital Management LLC | 40,364 | $7.35M | 2.42% | −2,193−5.2% | Reduced |
| XML Financial, LLC | 39,925 | $7.27M | 0.97% | +38,953+4,007.5% | Added |
| Albion Financial Group | 39,890 | $7.26M | 0.64% | +68+0.2% | Added |
| Ironwood Investment Counsel, LLC | 39,885 | $7.26M | 1.86% | +974+2.5% | Added |
| Live Oak Private Wealth LLC | 39,811 | $7.25M | 1.48% | +4,478+12.7% | Added |
| Sky Investment Group LLC | 39,764 | $7.24M | 1.61% | +1,088+2.8% | Added |
| CMG Global Holdings, LLC | 39,686 | $7.23M | 5.40% | +25+0.1% | Added |
| Tompkins Financial Corp | 39,610 | $7.21M | 1.32% | +39,610 | New |
| Capital Management Corp | 39,599 | $7.21M | 1.57% | +6,559+19.9% | Added |
| Xcel Wealth Management, LLC | 39,349 | $7.17M | 2.08% | +2,726+7.4% | Added |
| Capitolis Advisors LLC | 36,965 | $7.15M | 0.06% | −15,127−29.0% | Reduced |
| MAI Capital Management | 39,260 | $7.15M | 0.14% | −1,310−3.2% | Reduced |
| Mattern Capital Management, LLC | 39,134 | $7.13M | 1.41% | +960+2.5% | Added |
| Federated Hermes, Inc. | 38,874 | $7.08M | 0.01% | −14,148−26.7% | Reduced |
| Tamar Securities, LLC | 38,812 | $7.07M | 2.55% | +4,210+12.2% | Added |
| Boston Private Wealth LLC | 38,803 | $7.07M | 0.09% | −2,562−6.2% | Reduced |
| Sigma Planning Corp | 38,715 | $7.05M | 0.21% | +2,495+6.9% | Added |
| WESPAC Advisors SoCal, LLC | 38,900 | $6.99M | 2.28% | +1,990+5.4% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 37,753 | $6.88M | 0.10% | −901−2.3% | Reduced |
| Prospera Financial Services Inc | 37,639 | $6.86M | 0.34% | +374+1.0% | Added |
| Willis Investment Counsel | 37,400 | $6.81M | 0.39% | −7,026−15.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 37,382 | $6.81M | 0.63% | −1,443−3.7% | Reduced |
| tru Independence LLC | 36,916 | $6.72M | 1.88% | −387−1.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 36,847 | $6.71M | 0.13% | +4,000+12.2% | Added |
| Vision Capital Management, Inc. | 36,717 | $6.69M | 1.09% | +384+1.1% | Added |
| Atlantic Union Bankshares Corp | 36,557 | $6.66M | 0.63% | +732+2.0% | Added |
| Argent Trust Co | 36,456 | $6.64M | 0.43% | +15,037+70.2% | Added |
| Motco | 36,390 | $6.63M | 0.43% | +845+2.4% | Added |
| Whittier Trust Co | 35,718 | $6.50M | 0.12% | +592+1.7% | Added |
| Optimal Asset Management, Inc. | 35,553 | $6.47M | 0.81% | +33+0.1% | Added |
| Patten & Patten Inc | 35,406 | $6.45M | 0.49% | −298−0.8% | Reduced |
| Stratos Wealth Partners, LTD. | 35,286 | $6.43M | 0.16% | −779−2.2% | Reduced |
| EagleClaw Capital Managment, LLC | 35,264 | $6.42M | 1.66% | +999+2.9% | Added |
| Laurel Wealth Advisors, Inc. | 35,063 | $6.38M | 1.17% | +371+1.1% | Added |
| Wambolt & Associates, LLC | 35,126 | $6.38M | 2.56% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 34,751 | $6.33M | 0.65% | −1,458−4.0% | Reduced |
| Baxter Bros Inc | 34,583 | $6.30M | 1.01% | −1,388−3.9% | Reduced |
| PDS Planning, Inc | 34,484 | $6.28M | 1.45% | +161+0.5% | Added |
| Agf Investments Inc. | 34,095 | $6.21M | 0.05% | +34,095 | New |
| National Asset Management, Inc. | 33,821 | $6.21M | 0.20% | +963+2.9% | Added |
| Farmers & Merchants Investments Inc | 34,049 | $6.20M | 0.26% | +10,318+43.5% | Added |
| Horizon Investments, LLC | 33,995 | $6.19M | 0.19% | +5,132+17.8% | Added |
| Bard Financial Services, Inc. | 33,950 | $6.18M | 0.55% | 00.0% | Unchanged |
| Sepio Capital, LP | 33,913 | $6.18M | 0.52% | +1,613+5.0% | Added |
| Boston Research & Management Inc | 33,758 | $6.15M | 1.83% | −70−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 33,558 | $6.11M | 0.32% | +70+0.2% | Added |
| Rafferty Asset Management, LLC | 33,425 | $6.09M | 0.04% | −15,436−31.6% | Reduced |
| Siemens Fonds Invest GmbH | 33,352 | $6.07M | 0.41% | +1,382+4.3% | Added |
| Eastover Investment Advisors LLC | 33,303 | $6.06M | 3.95% | +309+0.9% | Added |
| Murphy Capital Management Inc | 33,215 | $6.05M | 0.71% | −119−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 33,170 | $6.04M | 0.15% | +2,715+8.9% | Added |
| Cetera Advisors LLC | 32,705 | $5.96M | 0.12% | +5,405+19.8% | Added |
| Woodstock Corp | 32,552 | $5.93M | 0.69% | +434+1.4% | Added |
| Pallas Capital Advisors LLC | 27,799 | $5.91M | 0.65% | +5,919+27.1% | Added |
| E. Ohman J:or Asset Management AB | 32,411 | $5.90M | 0.19% | +1,400+4.5% | Added |
| Opus Investment Management Inc | 32,400 | $5.90M | 0.90% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 32,154 | $5.86M | 0.48% | +88+0.3% | Added |
| Peloton Wealth Strategists | 32,030 | $5.83M | 2.39% | +400+1.3% | Added |
| Tdam USA Inc. | 31,933 | $5.82M | 0.38% | −36,562−53.4% | Reduced |
| Ziegler Capital Management, LLC | 31,570 | $5.75M | 0.21% | −4,980−13.6% | Reduced |
| TrinityPoint Wealth, LLC | 31,533 | $5.74M | 1.10% | +11,297+55.8% | Added |
| Westover Capital Advisors, LLC | 31,415 | $5.72M | 1.79% | −681−2.1% | Reduced |
| Advisory Services Network, LLC | 31,388 | $5.71M | 0.18% | +1,769+6.0% | Added |
| Buckingham Strategic Wealth, LLC | 31,380 | $5.71M | 0.12% | −1,762−5.3% | Reduced |
| Naples Global Advisors, LLC | 31,331 | $5.71M | 0.75% | +1,276+4.2% | Added |
| Moors & Cabot, Inc. | 31,335 | $5.70M | 0.36% | −20−0.1% | Reduced |
| Birch Capital Management, LLC | 31,279 | $5.70M | 3.87% | +110.0% | Added |
| Johnson Investment Counsel Inc | 31,278 | $5.70M | 0.08% | +25,358+428.3% | Added |
| Wealthfront Advisers LLC | 31,257 | $5.69M | 0.03% | −293−0.9% | Reduced |
| Argyle Capital Management Inc. | 31,248 | $5.69M | 1.88% | −175−0.6% | Reduced |
| Stokes Capital Advisors, LLC | 31,241 | $5.69M | 1.84% | +405+1.3% | Added |
| Bridge Creek Capital Management LLC | 31,139 | $5.67M | 2.11% | −191−0.6% | Reduced |
| Capital Investment Counsel, Inc | 31,102 | $5.66M | 1.24% | −636−2.0% | Reduced |
| Sunbelt Securities, Inc. | 26,855 | $5.66M | 1.02% | 00.0% | Unchanged |
| Winton Group Ltd | 31,053 | $5.66M | 0.32% | +6,884+28.5% | Added |
| Red Door Wealth Management, LLC | 30,841 | $5.62M | 2.15% | +30,247+5,092.1% | Added |
| Vestmark Advisory Solutions, Inc. | 30,821 | $5.61M | 0.38% | +3,050+11.0% | Added |
| B&D White Capital Company, LLC | 30,685 | $5.59M | 2.15% | +30,685 | New |
| Ascent Wealth Partners, LLC | 30,446 | $5.54M | 1.06% | −282−0.9% | Reduced |
| Barrett Asset Management, LLC | 30,361 | $5.53M | 0.25% | −359−1.2% | Reduced |
| Cerity Partners LLC | 30,242 | $5.51M | 0.12% | −218−0.7% | Reduced |
| Integrated Advisors Network LLC | 30,217 | $5.50M | 0.36% | +2,465+8.9% | Added |
| Sovereign Financial Group, Inc. | 30,070 | $5.48M | 3.15% | −11,677−28.0% | Reduced |
| South Dakota Investment Council | 29,945 | $5.45M | 0.10% | −400−1.3% | Reduced |
| Horrell Capital Management, Inc. | 29,497 | $5.37M | 2.05% | +100+0.3% | Added |
| Cypress Wealth Services, LLC | 29,399 | $5.35M | 1.60% | −620−2.1% | Reduced |
| Griffin Asset Management, Inc. | 28,960 | $5.27M | 0.67% | −3,260−10.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 28,782 | $5.24M | 1.72% | −1,311−4.4% | Reduced |
| Bourne Lent Asset Management Inc | 28,748 | $5.24M | 1.50% | 00.0% | Unchanged |
| NorthCoast Asset Management LLC | 28,697 | $5.23M | 0.19% | −6,479−18.4% | Reduced |
| BTR Capital Management Inc | 28,446 | $5.18M | 0.64% | −1,332−4.5% | Reduced |
| Hennessy Advisors Inc | 28,400 | $5.17M | 0.31% | −400−1.4% | Reduced |
| Rench Wealth Management, Inc. | 28,383 | $5.17M | 2.57% | +208+0.7% | Added |
| Chapman Investment Management, LLC | 28,165 | $5.13M | 2.66% | +1,560+5.9% | Added |
| Vaughan David Investments LLC | 27,933 | $5.09M | 0.16% | −1,960−6.6% | Reduced |