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 |
|---|---|---|---|---|---|
| Perkins Coie Trust Co | 20,218 | $3.68M | 1.15% | +407+2.1% | Added |
| Pathstone Family Office, LLC | 20,170 | $3.67M | 0.11% | +6,387+46.3% | Added |
| Roundview Capital LLC | 20,156 | $3.67M | 0.40% | −80.0% | Reduced |
| Cypress Asset Management Inc | 20,137 | $3.67M | 0.95% | +70+0.3% | Added |
| Rowland & Co Investment Counsel | 32,920 | $3.66M | 1.24% | −549−1.6% | Reduced |
| Palisade Asset Management, LLC | 20,098 | $3.66M | 0.45% | −24−0.1% | Reduced |
| Focus Financial Network, Inc. | 20,034 | $3.65M | 0.49% | +897+4.7% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $3.64M | 0.78% | 00.0% | Unchanged |
| Bronson Point Management LLC | 20,000 | $3.64M | 1.59% | +20,000 | New |
| Benjamin F. Edwards & Company, Inc. | 19,983 | $3.64M | 0.18% | −485−2.4% | Reduced |
| Hoylecohen, LLC | 19,986 | $3.64M | 0.35% | +871+4.6% | Added |
| Butensky & Cohen Financial Security, Inc | 19,924 | $3.63M | 1.44% | +322+1.6% | Added |
| Arden Trust Co | 19,719 | $3.59M | 0.61% | −212−1.1% | Reduced |
| Heritage Trust Co | 19,678 | $3.58M | 0.50% | +1,405+7.7% | Added |
| Vestcor Inc | 19,617 | $3.57M | 0.13% | −1,411−6.7% | Reduced |
| Boyar Asset Management Inc. | 19,489 | $3.55M | 2.34% | −99−0.5% | Reduced |
| Twin Capital Management Inc | 19,481 | $3.55M | 0.36% | −18,456−48.6% | Reduced |
| Twin Lakes Capital Management, LLC | 19,467 | $3.54M | 2.08% | +26+0.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 19,376 | $3.53M | 0.22% | −1,800−8.5% | Reduced |
| Premier Asset Management LLC | 19,170 | $3.49M | 0.48% | +7,738+67.7% | Added |
| Members Capital Advisors Inc | 19,097 | $3.48M | 1.89% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 19,023 | $3.46M | 0.37% | +197+1.0% | Added |
| Avitas Wealth Management LLC | 18,969 | $3.45M | 0.63% | −317−1.6% | Reduced |
| We Are One Seven, LLC | 15,876 | $3.39M | 0.43% | +894+6.0% | Added |
| Strategic Wealth Advisors Group, LLC | 18,488 | $3.38M | 0.17% | −3,208−14.8% | Reduced |
| Aspire Private Capital, LLC | 18,512 | $3.37M | 1.13% | +736+4.1% | Added |
| Anderson Hoagland & Co | 18,458 | $3.36M | 0.43% | −194−1.0% | Reduced |
| Farr Miller & Washington LLC | 18,431 | $3.36M | 0.22% | +55+0.3% | Added |
| Fortis Advisors, LLC | 18,423 | $3.35M | 2.05% | +40.0% | Added |
| Redpoint Investment Management Pty Ltd | 18,373 | $3.35M | 0.29% | 00.0% | Unchanged |
| McDonald Partners LLC | 18,199 | $3.31M | 0.78% | +268+1.5% | Added |
| Stonnington Group, LLC | 18,000 | $3.30M | 0.74% | −4,475−19.9% | Reduced |
| Cardinal Capital Management | 18,121 | $3.30M | 0.71% | +70.0% | Added |
| Colony Group LLC | 18,118 | $3.30M | 0.06% | +100+0.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 17,975 | $3.27M | 0.03% | +1,900+11.8% | Added |
| Everence Capital Management Inc | 17,705 | $3.22M | 0.26% | 00.0% | Unchanged |
| Monument Capital Management | 17,699 | $3.22M | 1.10% | +285+1.6% | Added |
| Freestone Capital Holdings, LLC | 17,637 | $3.21M | 0.16% | +699+4.1% | Added |
| Motley Fool Wealth Management, LLC | 17,604 | $3.21M | 0.14% | +831+5.0% | Added |
| New England Investment & Retirement Group, Inc. | 17,556 | $3.20M | 0.74% | +252+1.5% | Added |
| Pavion Blue Capital, LLC | 17,490 | $3.19M | 1.98% | −94−0.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 17,353 | $3.16M | 1.63% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 17,326 | $3.15M | 0.29% | −23,547−57.6% | Reduced |
| Proquility Private Wealth Partners, LLC | 17,281 | $3.15M | 1.19% | +209+1.2% | Added |
| Great Lakes Advisors, LLC | 17,041 | $3.10M | 0.05% | −185−1.1% | Reduced |
| Pensionfund Sabic | 17,000 | $3.10M | 0.65% | +17,000 | New |
| Marietta Wealth Management, LLC | 16,949 | $3.09M | 0.67% | +5,001+41.9% | Added |
| Miller Investment Management, LP | 16,859 | $3.07M | 0.53% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 16,790 | $3.06M | 1.51% | 00.0% | Unchanged |
| Ethic Inc. | 16,731 | $3.05M | 0.31% | +2,688+19.1% | Added |
| First Horizon Advisors, Inc. | 16,660 | $3.03M | 0.10% | +13,550+435.7% | Added |
| PFG Advisors | 16,625 | $3.03M | 0.34% | +162+1.0% | Added |
| World Asset Management Inc | 16,591 | $3.02M | 0.30% | −1,075−6.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 16,572 | $3.02M | 0.71% | +2,719+19.6% | Added |
| Canandaigua National Corp | 16,509 | $3.01M | 0.49% | −200−1.2% | Reduced |
| Auxier Asset Management | 16,506 | $3.01M | 0.51% | −74−0.4% | Reduced |
| South State Corp. | 16,410 | $2.99M | 0.25% | −909−5.2% | Reduced |
| Johnson Financial Group, Inc. | 16,385 | $2.98M | 0.20% | −280−1.7% | Reduced |
| Lido Advisors, LLC | 16,258 | $2.96M | 0.07% | +3,066+23.2% | Added |
| Searle & Co. | 16,250 | $2.96M | 1.21% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 16,186 | $2.95M | 0.39% | +97+0.6% | Added |
| Skylands Capital, LLC | 16,180 | $2.95M | 0.36% | −25−0.2% | Reduced |
| Panagora Asset Management Inc | 16,150 | $2.94M | 0.02% | −45,589−73.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 16,139 | $2.94M | 0.57% | −89−0.5% | Reduced |
| Sovarnum Capital L.P. | 16,000 | $2.91M | 2.75% | −500−3.0% | Reduced |
| Harbour Investment Management LLC | 15,989 | $2.91M | 1.48% | −1,718−9.7% | Reduced |
| Silvercrest Asset Management Group LLC | 15,938 | $2.90M | 0.02% | +1,465+10.1% | Added |
| Assenagon Asset Management S.A. | 15,900 | $2.90M | 0.01% | −822−4.9% | Reduced |
| Rehmann Capital Advisory Group | 15,877 | $2.89M | 0.27% | +12,441+362.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 15,871 | $2.89M | 2.10% | −795−4.8% | Reduced |
| Cubist Systematic Strategies, LLC | 15,863 | $2.89M | 0.04% | −39,753−71.5% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 15,645 | $2.85M | 2.14% | −295−1.9% | Reduced |
| Wedbush Securities Inc | 15,640 | $2.85M | 0.14% | −2,102−11.8% | Reduced |
| Nomura Holdings Inc | 15,503 | $2.84M | 0.02% | −759−4.7% | Reduced |
| Exeter Financial, LLC | 15,555 | $2.83M | 1.69% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 15,516 | $2.83M | 1.50% | +120+0.8% | Added |
| Allstate Corp | 15,454 | $2.81M | 0.12% | −1,100−6.6% | Reduced |
| Jane Street Group, LLC | 15,450 | $2.81M | 0.01% | −11,078−41.8% | Reduced |
| Cornerstone Investment Partners, LLC | 15,443 | $2.81M | 0.16% | −10,450−40.4% | Reduced |
| Alta Capital Management LLC | 15,361 | $2.80M | 0.16% | −13,458−46.7% | Reduced |
| Toroso Investments, LLC | 15,341 | $2.79M | 0.10% | +3,879+33.8% | Added |
| Jump Financial, LLC | 15,316 | $2.79M | 0.20% | +15,316 | New |
| Aull & Monroe Investment Management Corp | 15,296 | $2.79M | 1.37% | −150−1.0% | Reduced |
| Cresset Asset Management, LLC | 15,191 | $2.77M | 0.04% | −180−1.2% | Reduced |
| People's United Financial, Inc. | 15,162 | $2.76M | 0.06% | +870+6.1% | Added |
| Beech Hill Advisors, Inc. | 15,080 | $2.75M | 1.14% | +125+0.8% | Added |
| Cohen Investment Advisors LLC | 15,039 | $2.74M | 2.10% | −30−0.2% | Reduced |
| United Asset Strategies, Inc. | 14,998 | $2.73M | 0.35% | −605−3.9% | Reduced |
| Bonness Enterprises Inc | 14,950 | $2.72M | 1.39% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 14,929 | $2.72M | 1.22% | +14,929 | New |
| American Portfolios Advisors | 14,916 | $2.72M | 0.10% | +4,391+41.7% | Added |
| Mechanics Bank Trust Department | 14,891 | $2.71M | 0.44% | +406+2.8% | Added |
| Bank of the West | 14,859 | $2.71M | 0.28% | +2,477+20.0% | Added |
| New England Research & Management, Inc. | 14,830 | $2.70M | 1.41% | −50−0.3% | Reduced |
| WealthTrust Asset Management, LLC | 14,819 | $2.70M | 2.40% | +9+0.1% | Added |
| Charter Research & Investment Group, Inc. | 14,820 | $2.70M | 2.24% | +95+0.6% | Added |
| Parallel Advisors, LLC | 14,740 | $2.68M | 0.11% | +520+3.7% | Added |
| Waller Financial Planning Group, Inc | 14,715 | $2.68M | 0.71% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 14,710 | $2.68M | 1.08% | +14,710 | New |
| Pure Financial Advisors, Inc. | 14,703 | $2.68M | 0.21% | +40.0% | Added |