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Livermore
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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.

13F holders, Q4 2021

Institutional positions in United Parcel Service Inc as of Dec 31, 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
2,235
+289 vs. Q3 2021
Shares held
505.2M
+2.38M (+0.5%) vs. Q3 2021
Total value
$108.2B
+$16.6B (+18.1%) vs. Q3 2021
New holders
374
895 more added
Sold out
85
706 more reduced

38 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 2,235 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ4 2021: $108.2B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$84.2B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q3 2021.

Institutions holding UPS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Karlinski Andrew C2$00.00%+2New
WestEnd Advisors, LLC3$6430.00%––
Transamerica Financial Advisors, Inc.4$1.00K0.03%00.0%Unchanged
PFG Private Wealth Management, LLC5$1.00K0.00%00.0%Unchanged
Rather & Kittrell, Inc.9$1.00K0.00%+9New
Castle Financial & Retirement Planning Associates, Inc.5$1.00K0.00%+5New
Insight Financial Services5$1.00K0.00%+5New
Advanced Research Investment Solutions, LLC12$2.00K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.10$2.00K0.00%00.0%Unchanged
Kozak & Associates, Inc.10$2.00K0.00%00.0%Unchanged
Emerson Wealth Management, LLC10$2.00K0.00%+5+100.0%Added
Lloyd Advisory Services, LLC.7$2.00K0.00%00.0%Unchanged
Aquire Wealth Advisors, LLC7$2.00K0.00%+7New
Retirement Group, LLC13$3.00K0.00%−27−67.5%Reduced
Pacifica Partners Inc.15$3.00K0.00%00.0%Unchanged
KB Financial Partners, LLC16$3.00K0.00%+16New
Henrickson Nauta Wealth Advisors, Inc.15$3.00K0.00%+15New
Corbenic Partners LLC20$4.00K0.00%−157−88.7%Reduced
St. James Investment Advisors, LLC20$4.00K0.00%+20New
Lowe Wealth Advisors, LLC25$5.00K0.00%00.0%Unchanged
Optiver Holding B.V.28$5.00K0.00%00.0%Unchanged
Red Cedar Capital, LLC23$5.00K0.00%00.0%Unchanged
Activest Wealth Management25$5.00K0.00%+25New
Sandy Cove Advisors, LLC25$5.00K0.00%+25New
Tortoise Investment Management, LLC26$6.00K0.00%00.0%Unchanged
Eukles Asset Management30$6.00K0.00%00.0%Unchanged
Newton One Investments LLC29$6.00K0.00%00.0%Unchanged
Financial Connections Group, Inc.31$6.00K0.01%+31New
Focused Wealth Management, Inc32$7.00K0.00%−116−78.4%Reduced
O'Dell Group, LLC31$7.00K0.00%00.0%Unchanged
Baldrige Asset Management LLC31$7.00K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.31$7.00K0.00%00.0%Unchanged
Halpern Financial, Inc.40$8.57K0.00%00.0%Unchanged
Estabrook Capital Management40$8.57K0.00%+40New
Winch Advisory Services, LLC41$9.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC41$9.00K0.01%00.0%Unchanged
Addison Advisors LLC44$9.00K0.01%+38+633.3%Added
Hoey Investments, Inc45$10.0K0.00%−100−69.0%Reduced
Thomas J. Herzfeld Advisors, Inc.45$10.0K0.00%+11+32.4%Added
Hoese & Co LLP46$10.0K0.01%+26+130.0%Added
Strategic Asset Management, LLC48$10.0K0.01%+48New
Moisand Fitzgerald Tamayo, LLC50$11.0K0.00%−400−88.9%Reduced
USA Financial Portformulas Corp49$11.0K0.01%−283−85.2%Reduced
Carolina Wealth Advisors, LLC50$11.0K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC51$11.0K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory, LLC50$11.0K0.01%00.0%Unchanged
True Link Financial Advisors, LLC51$11.0K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC60$13.0K0.01%00.0%Unchanged
Centerpoint Advisors, LLC60$13.0K0.01%00.0%Unchanged
Elmwood Wealth Management, Inc.68$15.0K0.01%+68New
Riggs Asset Managment Co. Inc.75$16.0K0.00%00.0%Unchanged
Ford Financial Group, LLC75$16.0K0.01%+75New
Delos Wealth Advisors, LLC74$16.0K0.02%+74New
Sage Private Wealth Group, LLC80$17.0K0.02%00.0%Unchanged
Moser Wealth Advisors, LLC79$17.0K0.01%00.0%Unchanged
Laurel Wealth Planning LLC85$18.0K0.01%00.0%Unchanged
Marquette Asset Management, LLC90$19.0K0.00%00.0%Unchanged
Barnett & Company, Inc.88$19.0K0.01%+60+214.3%Added
Evolution Advisers, Inc.89$19.0K0.01%+89New
TAP Consulting, LLC92$20.0K0.00%+92New
Advocacy Wealth Management Services, LLC100$21.0K0.00%00.0%Unchanged
AllSquare Wealth Management LLC100$21.0K0.01%00.0%Unchanged
Investment Research & Advisory Group, Inc.100$21.0K0.01%+100New
Widmann Financial Services, Inc.102$21.0K0.02%+102New
Stephens Consulting, LLC102$21.9K0.02%+102New
Cornerstone Management, Inc.116$24.9K0.01%+116New
Pacific Center for Financial Services115$25.0K0.01%00.0%Unchanged
Gladius Capital Management LP115$25.0K0.01%+64+125.5%Added
Migdal Insurance & Financial Holdings Ltd.119$25.0K0.00%+119New
First Community Trust NA120$25.7K0.02%+120New
Rational Advisors LLC120$26.0K0.00%+67+126.4%Added
Ten Capital Wealth Advisors, LLC128$27.0K0.01%00.0%Unchanged
Curi Capital135$28.0K0.00%+135New
DB Fitzpatrick & Co, Inc129$28.0K0.03%+129New
Johnson Midwest Financial, LLC137$29.0K0.02%00.0%Unchanged
Kelly Financial Services LLC138$29.5K0.01%+1+0.7%Added
IMA Wealth, Inc.142$30.0K0.01%−12−7.8%Reduced
Arcadia Investment Management Corp150$32.0K0.01%00.0%Unchanged
AlphaMark Advisors, LLC150$32.0K0.01%00.0%Unchanged
Steward Financial Group LLC150$32.0K0.03%+150New
Bivin & Associates, Inc.150$32.0K0.03%+150New
Cordasco Financial Network155$33.0K0.02%00.0%Unchanged
JJJ Advisors Inc.155$33.0K0.01%+34+28.1%Added
Disciplined Investments, LLC158$34.0K0.02%+100+172.4%Added
Kelly Lawrence W & Associates Inc165$35.0K0.01%00.0%Unchanged
Joseph Group Capital Management165$35.0K0.03%+165New
Life Planning Partners, Inc167$36.0K0.04%+167New
Rise Advisors, LLC175$37.5K0.04%+175New
Bogart Wealth, LLC177$38.0K0.00%00.0%Unchanged
Masso Torrence Wealth Management Inc.177$38.0K0.03%+177New
Guardian Wealth Management, Inc.180$39.0K0.04%+180New
Duncker Streett & Co Inc185$40.0K0.01%00.0%Unchanged
PSI Advisors, LLC186$40.0K0.02%00.0%Unchanged
Atwood & Palmer Inc186$40.0K0.00%+53+39.8%Added
Front Row Advisors LLC191$41.0K0.02%00.0%Unchanged
Bell Investment Advisors, Inc191$41.0K0.01%+5+2.7%Added
West Bancorporation Inc189$41.0K0.03%+189New
Simplex Trading, LLC200$42.0K0.00%−160−44.4%Reduced
Robbins Farley LLC202$43.0K0.03%00.0%Unchanged
West Financial Advisors, LLC200$43.0K0.01%00.0%Unchanged