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 |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 5,260 | $1.13M | 0.36% | +5,260 | New |
| Axiom Financial Strategies, LLC | 5,277 | $1.13M | 0.51% | −96−1.8% | Reduced |
| Baader Bank INC | 5,300 | $1.14M | 0.09% | +5,300 | New |
| Paces Ferry Wealth Advisors, LLC | 5,315 | $1.14M | 0.82% | −230−4.1% | Reduced |
| Mitchell Sinkler & Starr | 5,320 | $1.14M | 0.34% | +263+5.2% | Added |
| Paragon Financial Partners, Inc. | 5,319 | $1.14M | 0.94% | +5,319 | New |
| Archford Capital Strategies, LLC | 5,325 | $1.14M | 0.26% | +513+10.7% | Added |
| Proequities, Inc. | 5,351 | $1.15M | 0.07% | +1,959+57.8% | Added |
| MTM Investment Management, LLC | 5,359 | $1.15M | 0.55% | −144−2.6% | Reduced |
| Wolff Financial Management LLC | 5,368 | $1.15M | 0.44% | +5,368 | New |
| Kovack Advisors, Inc. | 5,372 | $1.15M | 0.11% | −434−7.5% | Reduced |
| Intrust Bank NA | 5,375 | $1.15M | 0.14% | +45+0.8% | Added |
| Mission Wealth Management, LP | 5,396 | $1.16M | 0.05% | +1,704+46.2% | Added |
| Ropes Wealth Advisors LLC | 5,412 | $1.16M | 0.20% | +1,078+24.9% | Added |
| Clear Perspective Advisors, LLC | 5,417 | $1.16M | 0.35% | +9+0.2% | Added |
| First Hawaiian Bank | 5,427 | $1.16M | 0.03% | −176−3.1% | Reduced |
| Trustcore Financial Services, LLC | 5,429 | $1.16M | 0.13% | −718−11.7% | Reduced |
| Brighton Jones LLC | 5,433 | $1.16M | 0.05% | +559+11.5% | Added |
| Argent Advisors, Inc. | 5,456 | $1.17M | 0.63% | +300+5.8% | Added |
| Jaffetilchin Investment Partners, LLC | 5,461 | $1.17M | 0.11% | +770+16.4% | Added |
| LCNB Corp | 5,462 | $1.17M | 0.54% | +112+2.1% | Added |
| Ingalls & Snyder LLC | 5,479 | $1.17M | 0.05% | −953−14.8% | Reduced |
| FRG Family Wealth Advisors LLC | 5,480 | $1.18M | 0.22% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 5,497 | $1.18M | 0.05% | −224−3.9% | Reduced |
| LVW Advisors, LLC | 5,498 | $1.18M | 0.20% | +359+7.0% | Added |
| JT Stratford LLC | 5,507 | $1.18M | 0.32% | +47+0.9% | Added |
| De Burlo Group Inc | 5,504 | $1.18M | 0.17% | +2,115+62.4% | Added |
| Triangle Securities Wealth Management | 5,508 | $1.18M | 0.37% | −134−2.4% | Reduced |
| Blackston Financial Advisory Group, LLC | 5,510 | $1.18M | 0.68% | +5,510 | New |
| Solitude Financial Services | 5,583 | $1.20M | 0.80% | −100−1.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,587 | $1.20M | 0.41% | −40−0.7% | Reduced |
| Fernwood Investment Management, LLC | 5,663 | $1.21M | 0.40% | −100−1.7% | Reduced |
| Wilson & Boucher Capital Management, LLC | 5,665 | $1.21M | 1.09% | +5,665 | New |
| Bangor Savings Bank | 5,673 | $1.22M | 0.12% | +599+11.8% | Added |
| MBB Public Markets I LLC | 5,674 | $1.22M | 0.02% | +5,674 | New |
| Colonial Trust Advisors | 5,678 | $1.22M | 0.14% | +200+3.7% | Added |
| Gyon Technologies Capital Management, LP | 5,676 | $1.22M | 0.22% | +5,676 | New |
| Loveless Wealth Management LLC | 5,710 | $1.22M | 0.67% | +35+0.6% | Added |
| Old Port Advisors | 5,651 | $1.22M | 0.41% | +118+2.1% | Added |
| 44 Wealth Management LLC | 5,785 | $1.24M | 0.43% | +352+6.5% | Added |
| Meyer Handelman Co | 5,800 | $1.24M | 0.05% | +1,600+38.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 5,866 | $1.26M | 0.08% | +5,866 | New |
| Herbst Group, LLC | 5,900 | $1.26M | 0.78% | +5,900 | New |
| Gleason Group, Inc. | 5,924 | $1.27M | 0.41% | +30+0.5% | Added |
| Bank of Hawaii | 5,945 | $1.27M | 0.07% | −263−4.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 5,945 | $1.27M | 0.37% | +4,487+307.8% | Added |
| Investors Research Corp | 5,964 | $1.28M | 0.39% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 5,975 | $1.28M | 0.81% | +166+2.9% | Added |
| Resource Management, LLC | 5,998 | $1.29M | 0.13% | +741+14.1% | Added |
| Harbor Investment Advisory, LLC | 6,004 | $1.29M | 0.16% | +327+5.8% | Added |
| Brown Miller Wealth Management, LLC | 6,035 | $1.29M | 0.74% | +337+5.9% | Added |
| Probity Advisors, Inc. | 6,049 | $1.30M | 0.26% | −116−1.9% | Reduced |
| Brown Capital Management LLC | 6,067 | $1.30M | 0.01% | −127−2.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,061 | $1.30M | 0.27% | −300−4.7% | Reduced |
| NBT Bank N A | 6,069 | $1.30M | 0.17% | +90+1.5% | Added |
| Jag Capital Management, LLC | 6,071 | $1.30M | 0.10% | −599−9.0% | Reduced |
| Meitav Dash Investments Ltd | 6,085 | $1.30M | 0.02% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 6,094 | $1.31M | 0.36% | +168+2.8% | Added |
| Washington Trust Co | 6,125 | $1.31M | 0.05% | −122,299−95.2% | Reduced |
| Waldron Private Wealth LLC | 6,130 | $1.31M | 0.06% | +250+4.3% | Added |
| Byrne Asset Management LLC | 6,129 | $1.31M | 0.85% | +6,129 | New |
| TCM Advisors, LLC | 6,200 | $1.32M | 1.17% | +6,200 | New |
| Clarius Group, LLC | 6,162 | $1.32M | 0.10% | +222+3.7% | Added |
| Credential Qtrade Securities Inc. | 6,167 | $1.32M | 0.09% | +1,812+41.6% | Added |
| Marks Group Wealth Management, Inc | 6,152 | $1.32M | 0.16% | +1,286+26.4% | Added |
| IFG Advisory, LLC | 6,179 | $1.32M | 0.13% | +118+1.9% | Added |
| Manhattan West Asset Management, LLC | 6,178 | $1.32M | 0.79% | +6,178 | New |
| Voya Financial Advisors, Inc. | 6,241 | $1.33M | 0.15% | +60+1.0% | Added |
| Wintrust Investments LLC | 6,241 | $1.34M | 0.13% | −34−0.5% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,278 | $1.35M | 0.44% | −10.0% | Reduced |
| Traynor Capital Management, Inc. | 6,284 | $1.35M | 0.16% | +12+0.2% | Added |
| Regent Investment Management LLC | 6,286 | $1.35M | 0.29% | +211+3.5% | Added |
| Corsicana & Co. | 6,295 | $1.35M | 0.82% | −565−8.2% | Reduced |
| Davidson Capital Management Inc. | 6,321 | $1.35M | 0.74% | +276+4.6% | Added |
| Berkshire Asset Management LLC | 6,329 | $1.36M | 0.08% | +160+2.6% | Added |
| Checchi Capital Advisers, LLC | 6,342 | $1.36M | 0.15% | −68−1.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,339 | $1.36M | 0.26% | +347+5.8% | Added |
| Metis Global Partners, LLC | 6,345 | $1.36M | 0.38% | +6,345 | New |
| Trust Investment Advisors | 6,356 | $1.36M | 1.07% | +297+4.9% | Added |
| Independent Financial Group, LLC | 6,381 | $1.37M | 0.11% | −1,660−20.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 6,400 | $1.37M | 0.03% | +2,175+51.5% | Added |
| Sendero Wealth Management, LLC | 6,385 | $1.37M | 0.61% | +6,385 | New |
| Northstar Group, Inc. | 6,410 | $1.37M | 0.33% | +23+0.4% | Added |
| Marshall Financial Group LLC | 6,430 | $1.38M | 0.51% | +4,254+195.5% | Added |
| Summit Financial, LLC | 6,451 | $1.38M | 0.11% | +1,764+37.6% | Added |
| Allworth Financial LP | 6,478 | $1.39M | 0.02% | +376+6.2% | Added |
| Carmel Capital Partners, LLC | 6,497 | $1.39M | 1.04% | +6,497 | New |
| SRB Corp | 6,526 | $1.40M | 0.07% | −2,280−25.9% | Reduced |
| Nixon Peabody Trust Co | 6,532 | $1.40M | 0.42% | +57+0.9% | Added |
| ACG Wealth | 6,565 | $1.41M | 0.20% | −542−7.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 6,568 | $1.41M | 0.60% | +1,697+34.8% | Added |
| Wealthspire Advisors, LLC | 6,576 | $1.41M | 0.03% | −796−10.8% | Reduced |
| Founders Financial Securities LLC | 6,589 | $1.41M | 0.25% | +42+0.6% | Added |
| Montag A & Associates Inc | 6,593 | $1.41M | 0.07% | +288+4.6% | Added |
| Pegasus Partners Ltd. | 6,602 | $1.42M | 0.25% | −2,317−26.0% | Reduced |
| Parsons Capital Management Inc | 6,622 | $1.42M | 0.10% | −378−5.4% | Reduced |
| Wrapmanager Inc | 6,623 | $1.42M | 0.35% | +342+5.4% | Added |
| Trail Ridge Investment Advisors, LLC | 6,624 | $1.42M | 0.85% | +6,624 | New |
| Washburn Capital Management, Inc. | 6,670 | $1.43M | 0.85% | −200−2.9% | Reduced |
| Meridian Financial Partners LLC | 7,047 | $1.44M | 0.97% | +301+4.5% | Added |