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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lantz Financial LLC | 4,316 | $925.0K | 0.43% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,318 | $925.0K | 0.07% | +256+6.3% | Added |
| SBB Research Group LLC | 4,327 | $928.0K | 0.14% | +4,327 | New |
| Eqis Capital Management, Inc. | 4,333 | $929.0K | 0.07% | +175+4.2% | Added |
| MKT Advisors LLC | 4,680 | $931.0K | 0.73% | +4,680 | New |
| Glen Eagle Advisors, LLC | 4,376 | $938.0K | 0.24% | +65+1.5% | Added |
| Echo Street Capital Management LLC | 4,409 | $945.0K | 0.01% | +4,409 | New |
| Harrison & Co Wealth Management, LLC | 4,420 | $947.0K | 0.80% | +4,420 | New |
| Principle Wealth Partners LLC | 4,456 | $955.0K | 0.10% | +177+4.1% | Added |
| Western Financial Corporation | 4,470 | $958.0K | 0.50% | +581+14.9% | Added |
| Signet Financial Management, LLC | 4,474 | $959.0K | 0.15% | +39+0.9% | Added |
| Palumbo Wealth Management LLC | 4,476 | $959.0K | 0.60% | +148+3.4% | Added |
| Cooper Financial Group | 4,488 | $962.0K | 0.36% | −372−7.7% | Reduced |
| HM Payson & Co | 4,494 | $963.0K | 0.02% | +11+0.2% | Added |
| Harbour Investments, Inc. | 4,496 | $964.0K | 0.06% | −9,842−68.6% | Reduced |
| JFS Wealth Advisors, LLC | 4,533 | $972.0K | 0.09% | +294+6.9% | Added |
| WestHill Financial Advisors, Inc. | 4,538 | $973.0K | 0.27% | +10.0% | Added |
| Lyell Wealth Management, LP | 4,543 | $974.0K | 0.11% | +33+0.7% | Added |
| IVC Wealth Advisors LLC | 4,559 | $977.0K | 0.63% | −258−5.4% | Reduced |
| Segment Wealth Management, LLC | 4,560 | $977.0K | 0.10% | +1,689+58.8% | Added |
| Assetmark, Inc | 4,569 | $979.0K | 0.00% | +846+22.7% | Added |
| Barr E S & Co | 4,577 | $981.0K | 0.07% | −37−0.8% | Reduced |
| Country Trust Bank | 4,591 | $984.0K | 0.03% | +3,644+384.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,600 | $986.0K | 0.44% | +443+10.7% | Added |
| Eads & Heald Wealth Management | 4,640 | $994.0K | 0.43% | +142+3.2% | Added |
| Valmark Advisers, Inc. | 4,640 | $995.0K | 0.02% | +148+3.3% | Added |
| Orion Portfolio Solutions, LLC | 4,646 | $996.0K | 0.03% | +210+4.7% | Added |
| NVWM, LLC | 4,655 | $998.0K | 0.31% | +82+1.8% | Added |
| Legacy Financial Advisors, Inc. | 4,654 | $998.0K | 0.23% | +376+8.8% | Added |
| Elk River Wealth Management, LLC | 4,664 | $1.00M | 0.23% | −150−3.1% | Reduced |
| Evermay Wealth Management LLC | 4,668 | $1.00M | 0.18% | +300+6.9% | Added |
| Barings LLC | 4,677 | $1.00M | 0.03% | −673−12.6% | Reduced |
| Capital Asset Advisory Services LLC | 4,673 | $1.00M | 0.11% | −622−11.7% | Reduced |
| Banque Pictet & Cie SA | 4,677 | $1.00M | 0.01% | +185+4.1% | Added |
| Diversified Trust Co | 4,699 | $1.01M | 0.03% | −86−1.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,705 | $1.01M | 0.18% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 5,000 | $1.01M | 0.70% | +64+1.3% | Added |
| Main Street Financial Solutions, LLC | 4,740 | $1.02M | 0.14% | −546−10.3% | Reduced |
| Stoneridge Investment Partners LLC | 4,750 | $1.02M | 0.47% | 00.0% | Unchanged |
| Busey Wealth Management | 4,759 | $1.02M | 0.04% | +3+0.1% | Added |
| Teamwork Financial Advisors, LLC | 4,793 | $1.03M | 0.19% | −559−10.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 4,790 | $1.03M | 0.33% | +10.0% | Added |
| Chicago Capital, LLC | 4,790 | $1.03M | 0.04% | +43+0.9% | Added |
| GYL Financial Synergies, LLC | 4,801 | $1.03M | 0.28% | +138+3.0% | Added |
| City State Bank | 4,800 | $1.03M | 0.63% | +4,800 | New |
| Boston Family Office LLC | 4,816 | $1.03M | 0.07% | +1,954+68.3% | Added |
| Paloma Partners Management Co | 4,813 | $1.03M | 0.03% | +4,813 | New |
| Wealth Alliance | 4,821 | $1.03M | 0.21% | +302+6.7% | Added |
| Strategic Wealth Designers | 4,828 | $1.03M | 0.27% | −180−3.6% | Reduced |
| ProVise Management Group, LLC | 4,830 | $1.03M | 0.09% | +1,039+27.4% | Added |
| Range Financial Group LLC | 4,832 | $1.04M | 0.68% | +203+4.4% | Added |
| Pettee Investors, Inc. | 4,840 | $1.04M | 0.43% | 00.0% | Unchanged |
| Rothschild Investment Corp | 4,838 | $1.04M | 0.08% | +400+9.0% | Added |
| Peterson Wealth Management | 4,853 | $1.04M | 0.69% | +167+3.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,868 | $1.04M | 0.01% | 00.0% | Unchanged |
| Advisor Resource Council | 4,876 | $1.04M | 0.08% | +4,876 | New |
| Dividend Assets Capital, LLC | 4,878 | $1.05M | 0.19% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 4,880 | $1.05M | 0.35% | +4,880 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,900 | $1.05M | 0.21% | +347+7.6% | Added |
| Regal Investment Advisors LLC | 4,913 | $1.05M | 0.09% | −659−11.8% | Reduced |
| JBJ Investment Partners, LLC | 4,928 | $1.06M | 0.22% | −2,833−36.5% | Reduced |
| Smith, Moore & Co. | 4,929 | $1.06M | 0.15% | −20−0.4% | Reduced |
| Ancora Advisors, LLC | 4,938 | $1.06M | 0.03% | −762−13.4% | Reduced |
| Southeast Asset Advisors Inc. | 4,945 | $1.06M | 0.15% | −3−0.1% | Reduced |
| Lindbrook Capital, LLC | 4,952 | $1.06M | 0.16% | +4,225+581.2% | Added |
| Oakworth Capital, Inc. | 4,968 | $1.06M | 0.09% | +793+19.0% | Added |
| Engine No. 1 LLC | 4,990 | $1.07M | 0.22% | +1,055+26.8% | Added |
| Legacy Advisors, LLC | 5,012 | $1.07M | 0.39% | −75−1.5% | Reduced |
| First National Bank of South Miami | 5,015 | $1.07M | 0.65% | +396+8.6% | Added |
| DAGCO, Inc. | 5,023 | $1.08M | 0.42% | −599−10.7% | Reduced |
| Terry L. Blaker | 5,028 | $1.08M | 0.08% | −86−1.7% | Reduced |
| Annex Advisory Services, LLC | 5,030 | $1.08M | 0.07% | +258+5.4% | Added |
| Mirabella Financial Services LLP | 5,031 | $1.08M | 0.11% | +5,031 | New |
| ZWJ Investment Counsel Inc | 5,035 | $1.08M | 0.06% | 00.0% | Unchanged |
| 1st Source Bank | 5,044 | $1.08M | 0.06% | −361−6.7% | Reduced |
| Community Trust & Investment Co | 5,100 | $1.09M | 0.08% | −60−1.2% | Reduced |
| Ar Asset Management Inc | 5,100 | $1.09M | 0.28% | 00.0% | Unchanged |
| VeraBank, N.A. | 5,106 | $1.09M | 0.55% | +257+5.3% | Added |
| Intellectus Partners, LLC | 5,112 | $1.10M | 0.28% | −359−6.6% | Reduced |
| Park Avenue Securities LLC | 5,134 | $1.10M | 0.02% | −50−1.0% | Reduced |
| 55I, LLC | 5,140 | $1.10M | 0.03% | +5,140 | New |
| CPR Investments Inc. | 5,140 | $1.10M | 0.79% | +5,140 | New |
| Quadrant Capital Group LLC | 5,148 | $1.10M | 0.13% | +1,962+61.6% | Added |
| Hyman Charles D | 5,158 | $1.11M | 0.07% | −80−1.5% | Reduced |
| DT Investment Partners, LLC | 5,178 | $1.11M | 0.14% | −301−5.5% | Reduced |
| Roman Butler Fullerton & Co | 5,177 | $1.11M | 0.49% | +5,177 | New |
| Buttonwood Financial Advisors Inc. | 5,177 | $1.11M | 1.09% | +5,177 | New |
| Silicon Valley Community Foundation | 5,185 | $1.11M | 0.07% | +5,185 | New |
| First Affirmative Financial Network | 5,186 | $1.11M | 1.02% | −120−2.3% | Reduced |
| Marino, Stram & Associates LLC | 5,186 | $1.11M | 0.34% | +175+3.5% | Added |
| Shelton Capital Management | 5,192 | $1.11M | 0.04% | −48−0.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,194 | $1.11M | 0.09% | +3,608+227.5% | Added |
| Vanguard Capital Wealth Advisors | 5,210 | $1.12M | 0.80% | +941+22.0% | Added |
| Barden Capital Management, Inc. | 5,213 | $1.12M | 1.06% | +5,213 | New |
| Boyd Watterson Asset Management LLC | 5,233 | $1.12M | 0.37% | −7−0.1% | Reduced |
| Allred Capital Management, LLC | 5,239 | $1.12M | 0.54% | −38−0.7% | Reduced |
| Affinity Wealth Management LLC | 5,502 | $1.12M | 0.23% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,244 | $1.12M | 0.01% | +1,642+45.6% | Added |
| Braun-Bostich & Associates Inc. | 5,502 | $1.12M | 0.27% | +3,081+127.3% | Added |
| LifeGuide Financial Advisors, LLC | 5,244 | $1.12M | 0.84% | +5,244 | New |