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 |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 14,674 | $2.67M | 0.31% | +665+4.7% | Added |
| Bell Bank | 14,524 | $2.65M | 0.33% | −25,491−63.7% | Reduced |
| Paradigm Asset Management Co LLC | 14,500 | $2.64M | 0.72% | −800−5.2% | Reduced |
| Shoker Investment Counsel, Inc. | 14,483 | $2.64M | 1.31% | −272−1.8% | Reduced |
| Spire Wealth Management | 14,471 | $2.63M | 0.07% | +858+6.3% | Added |
| Flputnam Investment Management Co | 14,429 | $2.63M | 0.09% | +530+3.8% | Added |
| CAMG Solamere Management, LLC | 14,425 | $2.63M | 2.16% | 00.0% | Unchanged |
| Advisory Services & Investments, LLC | 14,342 | $2.61M | 1.71% | +14,342 | New |
| Harbour Investments, Inc. | 14,338 | $2.61M | 0.08% | −667−4.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 14,334 | $2.61M | 1.71% | +1,185+9.0% | Added |
| Bessemer Group Inc | 14,315 | $2.61M | 0.01% | +1,848+14.8% | Added |
| Alps Advisors Inc | 14,262 | $2.60M | 0.03% | +1,282+9.9% | Added |
| Douglass Winthrop Advisors, LLC | 14,185 | $2.58M | 0.06% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 14,114 | $2.57M | 0.97% | +201+1.4% | Added |
| Trust Co of Toledo NA | 14,064 | $2.56M | 0.42% | −64−0.5% | Reduced |
| Capital Investment Advisory Services, LLC | 14,048 | $2.56M | 0.32% | −733−5.0% | Reduced |
| Slow Capital, Inc. | 13,992 | $2.55M | 0.47% | −33−0.2% | Reduced |
| JustInvest LLC | 13,993 | $2.55M | 0.23% | +836+6.4% | Added |
| BFSG, LLC | 13,989 | $2.55M | 0.39% | +98+0.7% | Added |
| Princeton Global Asset Management LLC | 13,944 | $2.54M | 0.77% | +239+1.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,100 | $2.53M | 1.02% | +489+4.2% | Added |
| Arjuna Capital | 13,906 | $2.53M | 1.03% | +6,236+81.3% | Added |
| Lincoln National Corp | 13,871 | $2.53M | 0.06% | −133−0.9% | Reduced |
| SkyOak Wealth, LLC | 13,861 | $2.52M | 0.68% | −9−0.1% | Reduced |
| Bristlecone Advisors, LLC | 13,835 | $2.52M | 0.33% | −300−2.1% | Reduced |
| Garner Asset Management Corp | 13,824 | $2.52M | 1.18% | −18−0.1% | Reduced |
| Exencial Wealth Advisors, LLC | 13,721 | $2.50M | 0.11% | +1,004+7.9% | Added |
| Horst & Graben Wealth Management LLC | 13,718 | $2.50M | 0.69% | 00.0% | Unchanged |
| Camden Capital, LLC | 13,660 | $2.49M | 0.50% | +786+6.1% | Added |
| CAPROCK Group, Inc. | 13,639 | $2.48M | 0.22% | +736+5.7% | Added |
| Jacobi Capital Management LLC | 13,620 | $2.48M | 0.32% | +273+2.0% | Added |
| Van Eck Associates Corp | 13,616 | $2.48M | 0.01% | +271+2.0% | Added |
| Court Place Advisors, LLC | 13,535 | $2.46M | 0.73% | +153+1.1% | Added |
| Ellsworth Advisors, LLC | 13,470 | $2.45M | 1.12% | +2,863+27.0% | Added |
| Addison Capital Co | 13,466 | $2.45M | 1.14% | −25−0.2% | Reduced |
| Laffer Tengler Investments | 13,456 | $2.45M | 0.71% | +2,935+27.9% | Added |
| SeaBridge Investment Advisors LLC | 13,412 | $2.44M | 0.80% | −20.0% | Reduced |
| Phoenix Wealth Advisors | 13,395 | $2.44M | 1.82% | +56+0.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 13,366 | $2.43M | 1.75% | +28+0.2% | Added |
| Institute for Wealth Management, LLC. | 13,346 | $2.43M | 0.43% | −40.0% | Reduced |
| Gladstone Institutional Advisory LLC | 13,334 | $2.43M | 0.24% | −1,400−9.5% | Reduced |
| Wimmer Associates 1, LLC | 13,231 | $2.41M | 1.43% | +620+4.9% | Added |
| Stonebridge Capital Advisors LLC | 13,172 | $2.40M | 0.29% | +396+3.1% | Added |
| Great Valley Advisor Group, Inc. | 13,126 | $2.39M | 0.16% | +220+1.7% | Added |
| Forte Capital LLC | 13,048 | $2.38M | 0.32% | +883+7.3% | Added |
| Whittier Trust Co of Nevada Inc | 12,996 | $2.37M | 0.10% | +90+0.7% | Added |
| Truvestments Capital LLC | 12,902 | $2.35M | 1.30% | +429+3.4% | Added |
| Comerica Securities,inc. | 12,884 | $2.35M | 0.17% | +72+0.6% | Added |
| Loudon Investment Management, LLC | 12,879 | $2.35M | 1.67% | −460−3.4% | Reduced |
| Bridges Investment Management Inc | 12,848 | $2.34M | 0.07% | +1,210+10.4% | Added |
| TrimTabs Asset Management, LLC | 12,409 | $2.33M | 1.13% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 12,710 | $2.33M | 0.17% | +720+6.0% | Added |
| Capital Insight Partners, LLC | 12,800 | $2.33M | 0.51% | −287−2.2% | Reduced |
| Benedetti & Gucer, Inc. | 12,797 | $2.33M | 1.77% | −14−0.1% | Reduced |
| Snowden Capital Advisors LLC | 12,790 | $2.33M | 0.12% | +598+4.9% | Added |
| Mengis Capital Management, Inc. | 12,783 | $2.33M | 0.49% | +77+0.6% | Added |
| Stanley-Laman Group, Ltd. | 12,748 | $2.32M | 0.30% | +922+7.8% | Added |
| Carroll Financial Associates, Inc. | 12,683 | $2.31M | 0.13% | −1,028−7.5% | Reduced |
| Optimum Investment Advisors | 12,666 | $2.31M | 0.97% | −1,173−8.5% | Reduced |
| Deseret Mutual Benefit Administrators | 12,657 | $2.31M | 0.42% | +10,717+552.4% | Added |
| Excalibur Management Corp | 12,605 | $2.29M | 1.01% | +420+3.4% | Added |
| Patriot Investment Management Inc. | 12,581 | $2.29M | 0.21% | +264+2.1% | Added |
| IndexIQ Advisors LLC | 12,559 | $2.29M | 0.08% | +643+5.4% | Added |
| Foster Victor Wealth Advisors, LLC | 12,547 | $2.29M | 0.37% | +620+5.2% | Added |
| Trust Co of Vermont | 12,522 | $2.28M | 0.16% | +194+1.6% | Added |
| Ashton Thomas Private Wealth, LLC | 12,480 | $2.27M | 0.33% | +3,251+35.2% | Added |
| Fulcrum Asset Management LLP | – | $2.26M | 1.12% | – | – |
| Kiley Juergens Wealth Management, LLC | 12,362 | $2.25M | 0.99% | −37−0.3% | Reduced |
| Seeyond | 12,339 | $2.25M | 0.22% | −5,042−29.0% | Reduced |
| Wetherby Asset Management Inc | 12,333 | $2.25M | 0.14% | +139+1.1% | Added |
| AlphaCrest Capital Management LLC | 12,319 | $2.24M | 0.12% | −9,806−44.3% | Reduced |
| Fulton Bank, N.A. | 12,282 | $2.24M | 0.10% | +82+0.7% | Added |
| Homrich & Berg | 12,266 | $2.23M | 0.05% | +511+4.3% | Added |
| Fayez Sarofim & Co | 12,266 | $2.23M | 0.01% | −1,573−11.4% | Reduced |
| Central Trust Co | 12,257 | $2.23M | 0.08% | −462−3.6% | Reduced |
| Am Investment Strategies LLC | 12,180 | $2.22M | 0.58% | +132+1.1% | Added |
| Cary Street Partner Investment Advisory LLC | 12,169 | $2.22M | 0.73% | −194−1.6% | Reduced |
| Altium Wealth Management LLC | 12,169 | $2.22M | 0.16% | +210+1.8% | Added |
| Granite Investment Partners, LLC | 12,163 | $2.21M | 0.07% | −30−0.2% | Reduced |
| SWS Partners | 12,158 | $2.21M | 1.37% | +29+0.2% | Added |
| Neville Rodie & Shaw Inc | 12,062 | $2.20M | 0.17% | −125−1.0% | Reduced |
| GHP Investment Advisors, Inc. | 12,016 | $2.19M | 0.17% | −60.0% | Reduced |
| Independence Bank of Kentucky | 12,011 | $2.19M | 0.95% | −1,840−13.3% | Reduced |
| Schnieders Capital Management LLC | 11,976 | $2.18M | 0.59% | +2,991+33.3% | Added |
| Ieq Capital, LLC | 11,950 | $2.18M | 0.06% | +1,914+19.1% | Added |
| Illinois Municipal Retirement Fund | 11,924 | $2.17M | 0.08% | +1,517+14.6% | Added |
| Smith, Salley & Associates | 11,907 | $2.17M | 0.17% | +551+4.9% | Added |
| Harrington Investments, INC | 11,876 | $2.16M | 1.25% | −1,787−13.1% | Reduced |
| Transcend Wealth Collective, LLC | 9,912 | $2.16M | 0.19% | −84−0.8% | Reduced |
| TD Private Client Wealth LLC | 11,831 | $2.15M | 0.09% | −12,052−50.5% | Reduced |
| Gifford Fong Associates | 11,800 | $2.15M | 0.42% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 11,687 | $2.14M | 0.08% | +252+2.2% | Added |
| Cox Capital Mgt LLC | 11,757 | $2.14M | 1.44% | +520+4.6% | Added |
| Saturna Capital CORP | 11,752 | $2.14M | 0.04% | −140−1.2% | Reduced |
| IFP Advisors, Inc | 11,753 | $2.14M | 0.04% | +2,320+24.6% | Added |
| Avidian Wealth Solutions, LLC | 11,705 | $2.13M | 0.16% | +9,035+338.4% | Added |
| Sterneck Capital Management, LLC | 11,636 | $2.12M | 1.35% | −7−0.1% | Reduced |
| Arrow Financial Corp | 11,613 | $2.12M | 0.27% | −204−1.7% | Reduced |
| Old National Bancorp | 11,585 | $2.11M | 0.08% | +1,569+15.7% | Added |
| Pendal Group Limited | 11,577 | $2.11M | 0.02% | +2,474+27.2% | Added |