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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 27,933 | $5.09M | 0.22% | +9,055+48.0% | Added |
| Miller Howard Investments Inc | 27,780 | $5.06M | 0.21% | −168−0.6% | Reduced |
| Capula Management Ltd | 27,701 | $5.04M | 0.39% | +25,209+1,011.6% | Added |
| Stolper Co | 27,677 | $5.04M | 2.41% | −352−1.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 27,635 | $5.03M | 0.21% | −1,786−6.1% | Reduced |
| Martin Capital Partners, LLC | 27,564 | $5.02M | 2.53% | −46−0.2% | Reduced |
| Artemis Investment Management LLP | 27,460 | $5.00M | 0.04% | −1,358−4.7% | Reduced |
| McDaniel Terry & Co | 27,397 | $4.99M | 0.58% | −23−0.1% | Reduced |
| Wolverine Asset Management LLC | 27,382 | $4.99M | 0.05% | +20,382+291.2% | Added |
| Quilter Plc | 27,340 | $4.98M | 0.14% | +529+2.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 27,298 | $4.97M | 2.50% | −1,203−4.2% | Reduced |
| Clarity Financial LLC | 27,251 | $4.96M | 0.93% | −12,155−30.8% | Reduced |
| Boenning & Scattergood, Inc. | 27,227 | $4.96M | 0.87% | +50.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 27,146 | $4.94M | 0.35% | −1,020−3.6% | Reduced |
| Culbertson A N & Co Inc | 27,113 | $4.94M | 1.01% | +1,440+5.6% | Added |
| Schulhoff & Co Inc | 27,104 | $4.93M | 2.22% | +179+0.7% | Added |
| Arkadios Wealth Advisors | 27,043 | $4.92M | 0.71% | −1,891−6.5% | Reduced |
| Granite Investment Advisors, LLC | 26,924 | $4.90M | 0.79% | −110−0.4% | Reduced |
| Point72 Hong Kong Ltd | 26,917 | $4.90M | 0.38% | +17,160+175.9% | Added |
| Farmers Trust Co | 26,980 | $4.90M | 1.09% | +188+0.7% | Added |
| Independent Investors Inc | 26,811 | $4.88M | 1.21% | 00.0% | Unchanged |
| Benin Management CORP | 26,750 | $4.87M | 1.55% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 26,706 | $4.86M | 0.01% | −713−2.6% | Reduced |
| Park National Corp | 26,609 | $4.85M | 0.20% | −578−2.1% | Reduced |
| Surevest, LLC | 26,529 | $4.83M | 1.22% | +1,157+4.6% | Added |
| Stratos Wealth Advisors, LLC | 26,499 | $4.83M | 0.41% | −2,670−9.2% | Reduced |
| Clark Capital Management Group, Inc. | 26,405 | $4.81M | 0.07% | +4,821+22.3% | Added |
| Greenline Partners, LLC | 26,385 | $4.80M | 1.00% | +8,847+50.4% | Added |
| Community Bank, N.A. | 26,094 | $4.75M | 0.58% | −904−3.3% | Reduced |
| Fusion Capital, LLC | 25,877 | $4.71M | 2.79% | +485+1.9% | Added |
| Semmax Financial Advisors Inc. | 25,698 | $4.68M | 1.62% | −1,779−6.5% | Reduced |
| Captrust Financial Advisors | 25,586 | $4.66M | 0.04% | +3,097+13.8% | Added |
| Kesler, Norman & Wride, LLC | 25,573 | $4.66M | 1.10% | +243+1.0% | Added |
| Heritage Way Advisors, LLC | 25,486 | $4.64M | 1.93% | +976+4.0% | Added |
| Keating Investment Counselors Inc | 25,480 | $4.64M | 2.17% | −100−0.4% | Reduced |
| Berger Financial Group, Inc | 25,208 | $4.59M | 0.83% | −167−0.7% | Reduced |
| Advisor Partners LLC | 25,181 | $4.58M | 0.31% | −996−3.8% | Reduced |
| Papp L Roy & Associates | 25,173 | $4.58M | 0.58% | −955−3.7% | Reduced |
| Plimoth Trust Co LLC | 25,125 | $4.58M | 1.29% | −1,297−4.9% | Reduced |
| Frontier Wealth Management LLC | 25,124 | $4.58M | 0.32% | +704+2.9% | Added |
| Associated Banc-Corp | 25,060 | $4.56M | 0.18% | −267−1.1% | Reduced |
| Scopus Asset Management, L.P. | 25,000 | $4.55M | 0.11% | +25,000 | New |
| Avantax Advisory Services, Inc. | 24,864 | $4.53M | 0.08% | +5,769+30.2% | Added |
| King Luther Capital Management Corp | 24,731 | $4.50M | 0.02% | −871−3.4% | Reduced |
| HighPoint Advisor Group LLC | 24,665 | $4.49M | 0.44% | −9,522−27.9% | Reduced |
| Holloway Wealth Management, LLC | – | $4.40M | 1.34% | – | – |
| NewEdge Wealth, LLC | 24,127 | $4.39M | 0.26% | +1,019+4.4% | Added |
| North Star Asset Management Inc | 24,119 | $4.39M | 0.24% | −132−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 24,112 | $4.39M | 0.21% | +2,239+10.2% | Added |
| Antonetti Capital Management LLC | 23,941 | $4.36M | 3.55% | +23,941 | New |
| City Holding Co | 23,878 | $4.35M | 0.74% | +275+1.2% | Added |
| Spectrum Management Group, LLC | 23,848 | $4.34M | 0.68% | +2,254+10.4% | Added |
| Valeo Financial Advisors, LLC | 23,834 | $4.34M | 0.25% | −689−2.8% | Reduced |
| Blueshift Asset Management, LLC | 23,785 | $4.33M | 0.24% | −26,638−52.8% | Reduced |
| Trexquant Investment LP | 23,687 | $4.31M | 0.34% | +23,687 | New |
| Myriad Asset Management Ltd. | 23,500 | $4.28M | 0.45% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 23,485 | $4.28M | 2.02% | +20+0.1% | Added |
| Courier Capital LLC | 23,456 | $4.27M | 0.41% | +277+1.2% | Added |
| Bowen Hanes & Co Inc | 23,403 | $4.26M | 0.13% | −194,027−89.2% | Reduced |
| Tower Research Capital LLC (TRC) | 23,351 | $4.25M | 0.11% | +4,090+21.2% | Added |
| Corient Capital Partners, LLC | 23,210 | $4.23M | 0.31% | −1,182−4.8% | Reduced |
| Adams Asset Advisors, LLC | 23,047 | $4.20M | 0.85% | −1,295−5.3% | Reduced |
| Horan Capital Advisors, LLC. | 22,811 | $4.15M | 1.84% | +331+1.5% | Added |
| Hallmark Capital Management Inc | 22,726 | $4.14M | 0.36% | −13−0.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 22,641 | $4.12M | 1.68% | +3,225+16.6% | Added |
| Brookmont Capital Management | 22,593 | $4.11M | 2.43% | −25−0.1% | Reduced |
| Veritable, L.P. | 22,436 | $4.09M | 0.07% | +701+3.2% | Added |
| Cigna Investments Inc | 22,407 | $4.08M | 0.31% | −230−1.0% | Reduced |
| Sheets Smith Wealth Management | 22,335 | $4.07M | 0.55% | −221−1.0% | Reduced |
| Strategic Advisors LLC | 22,249 | $4.05M | 0.87% | +829+3.9% | Added |
| Tiaa, FSB | 22,216 | $4.04M | 0.01% | −449−2.0% | Reduced |
| Arabesque Asset Management Ltd | 22,188 | $4.04M | 1.35% | +22,188 | New |
| Icon Wealth Partners, LLC | 22,101 | $4.03M | 0.43% | +2,605+13.4% | Added |
| Fosun International Ltd | 22,046 | $4.01M | 0.21% | +2,906+15.2% | Added |
| Peapack Gladstone Financial Corp | 21,955 | $4.00M | 0.08% | +6,921+46.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,887 | $3.99M | 0.06% | −201−0.9% | Reduced |
| Summitry LLC | 21,881 | $3.98M | 0.25% | −420−1.9% | Reduced |
| Brookstone Capital Management | 21,564 | $3.97M | 0.07% | +1,404+7.0% | Added |
| Good Life Advisors, LLC | 21,767 | $3.96M | 0.54% | +313+1.5% | Added |
| Northwest Investment Counselors, LLC | 21,759 | $3.96M | 1.11% | −342−1.5% | Reduced |
| Meeder Asset Management Inc | 21,740 | $3.96M | 0.21% | −7,373−25.3% | Reduced |
| Canal Capital Management, LLC | 21,721 | $3.96M | 1.13% | −320−1.5% | Reduced |
| Farmers National Bank | 23,404 | $3.94M | 1.57% | −1,202−4.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 21,589 | $3.93M | 1.17% | +73+0.3% | Added |
| Azimuth Capital Management LLC | 21,546 | $3.92M | 0.17% | +435+2.1% | Added |
| Intersect Capital LLC | 21,453 | $3.91M | 0.67% | −202−0.9% | Reduced |
| Investment Management of Virginia LLC | 21,453 | $3.91M | 0.75% | −657−3.0% | Reduced |
| Physicians Financial Services, Inc. | 21,369 | $3.89M | 1.58% | +963+4.7% | Added |
| Lockheed Martin Investment Management Co | 21,296 | $3.88M | 0.21% | −580−2.7% | Reduced |
| Kinneret Advisory, LLC | 21,176 | $3.86M | 0.45% | 00.0% | Unchanged |
| Columbia Asset Management | 20,923 | $3.81M | 0.84% | +1,793+9.4% | Added |
| Inlet Private Wealth, LLC | 20,811 | $3.79M | 1.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 20,799 | $3.79M | 0.86% | −124−0.6% | Reduced |
| Old Point Trust & Financial Services N A | 20,765 | $3.78M | 1.69% | −300−1.4% | Reduced |
| Madison Wealth Management | 20,592 | $3.75M | 0.82% | +136+0.7% | Added |
| Sumitomo Life Insurance Co | 20,468 | $3.73M | 0.10% | −806−3.8% | Reduced |
| IBM Retirement Fund | 20,463 | $3.73M | 0.29% | +41+0.2% | Added |
| Nicholas Hoffman & Company, LLC. | 20,445 | $3.72M | 0.65% | +28+0.1% | Added |
| Atwater Malick LLC | 20,255 | $3.69M | 1.95% | +1,405+7.5% | Added |
| Girard Partners Ltd. | 20,243 | $3.69M | 0.47% | +206+1.0% | Added |