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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.

Q4 2021 vs. Q3 2021

How the institutions holding United Parcel Service Inc changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of UPS: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,984382,235+289
Shares503.4M595.3K505.2M+2.38M (+0.5%)
Value$91.7B$108.1M$108.2B+$16.6B (+18.1%)

38 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (374)

Institutions that held United Parcel Service Inc at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 374 by value.

Institutions new to UPS in Q4 2021
InstitutionSharesValue% of portfolio
Manning & Napier Group, LLC351,715$75.4M0.63%
Allspring Global Investments Holdings, LLC340,583$73.0M0.08%
Osterweis Capital Management Inc157,646$33.8M1.69%
Moore Capital Management, LP136,759$29.3M0.74%
Washington Trust Advisors, Inc.122,188$26.2M1.77%
Yousif Capital Management, LLC113,108$24.2M0.25%
LGT Group Foundation112,888$24.2M0.62%
National Bank of Canada104,992$22.5M0.09%
Godsey & Gibb Associates94,563$20.3M6.50%
Southern Capital Advisors, LLC92,163$19.8M12.22%
Connor, Clark & Lunn Investment Management Ltd.91,976$19.7M0.10%
TD Waterhouse Canada Inc.78,325$17.5M0.17%
Balyasny Asset Management LLC80,111$17.2M0.07%
Zenyatta Capital Management LP80,000$17.1M6.44%
Stonegate Investment Group, LLC73,014$15.7M0.66%
Axxcess Wealth Management, LLC72,979$15.6M1.19%
Worldquant Millennium Advisors LLC71,410$15.3M0.30%
Voloridge Investment Management, LLC62,387$13.4M0.07%
Bridgeworth, LLC58,754$12.6M2.78%
Ameritas Advisory Services, LLC58,480$12.5M0.46%
Congress Wealth Management LLC54,487$11.7M0.23%
Employees Retirement System of Texas54,000$11.6M0.13%
Impala Asset Management LLC49,000$10.5M0.86%
B. Metzler seel. Sohn & Co. AG47,963$10.3M0.13%
Riverview Capital Advisers, LLC40,338$8.65M3.85%
Two Sigma Advisers, LP36,700$7.87M0.02%
Interval Partners, LP35,940$7.70M0.52%
Eagle Rock Investment Company, LLC35,255$7.56M1.45%
Vise Technologies, Inc.31,980$6.86M1.86%
Connectus Wealth, LLC28,734$6.16M0.24%
Aigen Investment Management, LP28,309$5.95M0.36%
William Allan, LLC24,834$5.32M3.78%
Schonfeld Strategic Advisors LLC23,378$5.01M0.05%
Arrowstreet Capital, Limited Partnership22,626$4.85M0.01%
Beach Investment Counsel Inc21,876$4.69M0.62%
Desjardins Global Asset Management Inc.21,034$4.51M0.39%
Twinbeech Capital LP19,958$4.28M0.24%
Marion Wealth Management18,548$3.98M1.89%
Millennium Capital Advisors, LLC18,328$3.93M3.06%
NEIRG Wealth Management, LLC17,869$3.83M0.73%
Oak Harbor Wealth Partners, LLC17,232$3.69M1.27%
AXS Investments LLC16,234$3.48M0.82%
Legacy CG, LLC16,122$3.46M2.08%
Point72 Asset Management, L.P.15,907$3.41M0.02%
Radnor Capital Management, LLC15,610$3.35M0.83%
ExodusPoint Capital Management, LP15,548$3.33M0.04%
Zullo Investment Group, Inc.15,303$3.28M1.69%
GAM Holding AG15,261$3.27M0.15%
Northcape Wealth Management, LLC15,050$3.23M1.09%
L & S Advisors Inc14,313$3.07M0.33%
HRT Financial LP14,276$3.06M0.02%
GSB Wealth Management, LLC13,516$2.90M0.83%
HB Wealth Management, LLC13,452$2.88M0.06%
Virginia Wealth Management Group, Inc.13,367$2.87M2.58%
Cordatus Wealth Management LLC12,992$2.79M0.82%
Siena Capital LLC11,884$2.55M1.46%
Hedges Asset Management LLC11,428$2.45M1.90%
NorthCrest Asset Manangement, LLC11,055$2.37M0.13%
Advance Capital Management, Inc.10,121$2.17M0.44%
Schechter Investment Advisors, LLC9,880$2.12M0.19%
High Net Worth Advisory Group LLC9,624$2.06M0.72%
Investmark Advisory Group LLC9,476$2.03M1.90%
Weaver C. Barksdale & Associates, Inc.9,411$2.02M1.83%
CWM, LLC9,282$1.99M0.01%
Stone Point Wealth LLC9,235$1.98M1.61%
Wright Investors Service Inc9,138$1.96M0.50%
LGT Fund Management Co Ltd.9,000$1.93M0.56%
Wahed Invest LLC8,655$1.85M1.03%
Foresight Capital Management Advisors, Inc.8,641$1.85M1.80%
United Community Bank8,476$1.82M1.82%
Cinctive Capital Management LP8,133$1.74M0.08%
Carson Advisory Inc.8,082$1.73M1.75%
Wharton Business Group, LLC8,078$1.73M0.11%
Alan B. Lancz & Associates, Inc.8,070$1.73M1.51%
Centiva Capital, LP8,040$1.72M0.11%
Amplius Wealth Advisors, LLC7,979$1.71M0.24%
apricus wealth, LLC7,720$1.66M1.48%
CPWM, LLC9,054$1.65M0.13%
Arvest Trust Co N A7,559$1.62M0.09%
Ascendant Capital Management, LLC7,500$1.61M1.27%
HighTower Trust Services, LTA7,445$1.60M0.16%
Dixon Hubard Feinour & Brown Inc7,376$1.58M0.15%
Castleview Partners, LLC331,798$1.55M0.01%
Strengthening Families & Communities, LLC7,052$1.51M1.15%
First Farmers & Merchants Bank / Trust6,898$1.48M1.47%
Modera Wealth Management, LLC6,896$1.48M0.06%
MSH Capital Advisors LLC6,844$1.47M0.66%
Trail Ridge Investment Advisors, LLC6,624$1.42M0.85%
Carmel Capital Partners, LLC6,497$1.39M1.04%
Sendero Wealth Management, LLC6,385$1.37M0.61%
Metis Global Partners, LLC6,345$1.36M0.38%
Manhattan West Asset Management, LLC6,178$1.32M0.79%
TCM Advisors, LLC6,200$1.32M1.17%
Byrne Asset Management LLC6,129$1.31M0.85%
Herbst Group, LLC5,900$1.26M0.78%
Lombard Odier Asset Management (Switzerland) SA5,866$1.26M0.08%
Gyon Technologies Capital Management, LP5,676$1.22M0.22%
MBB Public Markets I LLC5,674$1.22M0.02%
Wilson & Boucher Capital Management, LLC5,665$1.21M1.09%
Blackston Financial Advisory Group, LLC5,510$1.18M0.68%

Sold out (85)

Institutions that held United Parcel Service Inc at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of UPS in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
BBR Partners, LLC789,298$143.7M
AMP Capital Investors Ltd287,752$52.4M
MUFG Securities EMEA plc158,300$28.8M
Capital Fund Management S.A.147,275$26.8M
Shellback Capital, LP120,000$21.9M
Achmea Investment Management B.V.103,072$18.8M
Skye Global Management LP70,000$12.7M
Bingham Osborn & Scarborough LLC53,051$9.66M
B&D White Capital Company, LLC30,685$5.59M
Capula Management Ltd27,701$5.04M
Wolverine Asset Management LLC27,382$4.99M
Clarity Financial LLC27,251$4.96M
Point72 Hong Kong Ltd26,917$4.90M
Blueshift Asset Management, LLC23,785$4.33M
Myriad Asset Management Ltd.23,500$4.28M
Bronson Point Management LLC20,000$3.64M
McDonald Partners LLC18,199$3.31M
Quantitative Investment Management, LLC17,326$3.15M
Sovarnum Capital L.P.16,000$2.91M
Jump Financial, LLC15,316$2.79M
Cunning Capital Partners, LP9,400$1.71M
Stevens Capital Management LP8,874$1.62M
Virtu Financial LLC8,327$1.52M
Global Retirement Partners, LLC6,774$1.23M
Human Investing LLC5,993$1.09M
Citizens Business Bank5,620$1.02M
Tudor Investment Corp Et Al4,776$870.0K
swisspartners Ltd.4,600$838.0K
Hellman Jordan Management Co Inc4,071$741.0K
San Luis Wealth Advisors LLC3,792$691.0K
Gateway Advisory, LLC3,611$658.0K
BTG Pactual Global Asset Management Ltd3,335$607.0K
DeDora Capital, Inc.3,210$585.0K
XTX Topco Ltd3,143$572.0K
NuWave Investment Management, LLC2,648$482.0K
Fairfield, Bush & Co.2,500$455.0K
Strategy Asset Managers LLC2,296$418.0K
QVR LLC2,181$397.0K
Atom Investors LP2,147$391.0K
Landscape Capital Management, L.L.C.2,133$388.0K
Global Strategic Investment Solutions, LLC1,856$338.0K
WMS Partners, LLC1,790$326.0K
GQG Partners LLC1,773$323.0K
Machina Capital S.A.S.1,700$310.0K
Exane Derivatives1,640$298.7K
Taylor, Cottrill, Erickson & Associates, Inc.1,472$268.0K
Corsair Capital Management, L.P.1,459$266.0K
Doliver Advisors, LP1,406$256.0K
Enlightenment Research, LLC1,400$255.0K
Nichols & Pratt Advisers LLP1,250$227.0K
Two Sigma Securities, LLC1,201$219.0K
Lazard Freres Gestion S.A.S.1,150$212.0K
Mosaic Advisors LLC1,132$206.0K
FFT Wealth Management LLC1,112$203.0K
Pinnacle Holdings, LLC982$178.8K
Veracity Capital LLC839$153.0K
Cahill Financial Advisors Inc795$145.0K
Gerber Kawasaki Wealth & Investment Management793$144.0K
Kowal Investment Group, LLC718$131.0K
Herold Advisors, Inc.684$124.0K
Joseph P. Lucia & Associates, LLC600$109.0K
MCF Advisors LLC469$85.0K
Atlas Private Wealth Advisors462$84.0K
Firestone Capital Management400$83.0K
Standard Family Office LLC400$73.0K
D'Orazio & Associates, Inc.356$65.0K
Meridian Wealth Partners, LLC345$63.0K
Capital Directions Investment Advisors, LLC338$62.0K
Jackson, Grant Investment Advisers, Inc.300$55.0K
Cypress Capital Management LLC (WY)280$51.0K
Resolute Partners Group193$35.0K
RPG Investment Advisory, LLC175$32.0K
Carderock Capital Management Inc167$30.0K
Syverson Strege & Co115$21.0K
Enterprise Trust & Investment Co117$21.0K
Consolidated Planning Corp112$20.0K
Walled Lake Planning & Wealth Management, LLC105$19.0K
Better Money Decisions, LLC101$18.0K
Evolution Wealth Advisors, LLC92$17.0K
Red Tortoise LLC97$16.0K
Cranbrook Wealth Management, LLC35$6.00K
Savior LLC23$4.00K
Globeflex Capital L P16$3.00K
Ironwood Financial, llc10$2.00K
Cordant, Inc.5$1.00K

Not filed for Q4 2021 yet (38)

Institutions that held United Parcel Service Inc at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPS in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Qci Asset Management Inc125,719$22.9M
Hexavest Inc.62,624$11.4M
Ameritas Investment Company, LLC58,222$10.6M
B. Metzler seel. Sohn & Co. Holding AG37,753$6.88M
Optimal Asset Management, Inc.35,553$6.47M
NorthCoast Asset Management LLC28,697$5.23M
Granite Investment Advisors, LLC26,924$4.90M
HighPoint Advisor Group LLC24,665$4.49M
Farr Miller & Washington LLC18,431$3.36M
New England Investment & Retirement Group, Inc.17,556$3.20M
World Asset Management Inc16,591$3.02M
CAMG Solamere Management, LLC14,425$2.63M
Homrich & Berg12,266$2.23M
Managed Account Services Inc11,509$2.10M
Eudaimonia Partners, LLC11,468$2.09M
Security National Trust Co8,720$1.81M
BBVA USA9,552$1.74M
First Mercantile Trust Co8,273$1.51M
Mid Atlantic Financial Management Inc7,550$1.38M
Cardan Capital Partners, LLC7,524$1.37M
Old Dominion Capital Management Inc6,846$1.25M
Arvest Bank Trust Division6,842$1.25M
Landsberg, Bennett, & Dubbaneh LLC5,157$936.0K
Berman Capital Advisors, LLC3,907$710.0K
Wealth Advisory Solutions, LLC3,865$704.0K
Fma Advisory Inc3,752$683.0K
Cascadia Advisory Services, LLC3,606$657.0K
BFT Financial Group, LLC3,590$654.0K
Alexandria Capital, LLC2,315$422.0K
Spotlight Asset Group, Inc.2,024$369.0K
Wealth Quarterback LLC4,695$259.0K
Advus Financial Partners, LLC1,197$256.6K
Hatton Consulting, Inc.1,108$202.0K
Psagot Investment House Ltd.870$158.0K
Heritage Wealth Management, LLC582$106.0K
Sonora Investment Management, LLC578$105.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA330$60.1K
Filbrandt Wealth Management, LLC20$4.00K