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 |
|---|---|---|---|---|---|
| Bollard Group LLC | 6,746 | $1.45M | 0.05% | +33+0.5% | Added |
| AdvisorNet Financial, Inc | 6,764 | $1.45M | 0.09% | −28−0.4% | Reduced |
| Cornerstone Capital, Inc. | 6,777 | $1.45M | 0.15% | +295+4.6% | Added |
| Sentry Investment Management LLC | 6,778 | $1.45M | 0.38% | +4,365+180.9% | Added |
| Founders Financial Alliance, LLC | 6,793 | $1.46M | 0.59% | +641+10.4% | Added |
| Royal Fund Management, LLC | 6,813 | $1.46M | 0.21% | −3,303−32.7% | Reduced |
| First Financial Bank - Trust Division | 6,822 | $1.46M | 0.15% | −124−1.8% | Reduced |
| Lavaca Capital LLC | 6,828 | $1.46M | 0.65% | +386+6.0% | Added |
| MSH Capital Advisors LLC | 6,844 | $1.47M | 0.66% | +6,844 | New |
| Private Wealth Strategies, L.L.C. | 6,848 | $1.47M | 0.34% | −30−0.4% | Reduced |
| Modera Wealth Management, LLC | 6,896 | $1.48M | 0.06% | +6,896 | New |
| First Farmers & Merchants Bank / Trust | 6,898 | $1.48M | 1.47% | +6,898 | New |
| Ativo Capital Management LLC | 6,937 | $1.49M | 0.66% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 6,950 | $1.49M | 0.33% | −129−1.8% | Reduced |
| Csenge Advisory Group | 7,129 | $1.50M | 0.13% | −87−1.2% | Reduced |
| Hartford Financial Management Inc. | 7,000 | $1.50M | 0.35% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,999 | $1.50M | 0.15% | +102+1.5% | Added |
| Diligent Investors, LLC | 7,016 | $1.50M | 0.42% | −75−1.1% | Reduced |
| Edgestream Partners, L.P. | 7,042 | $1.51M | 0.09% | +231+3.4% | Added |
| Strengthening Families & Communities, LLC | 7,052 | $1.51M | 1.15% | +7,052 | New |
| Symmetry Partners, LLC | 7,056 | $1.51M | 0.10% | 00.0% | Unchanged |
| Pantheon Investment Group, LLC | 7,049 | $1.51M | 1.19% | +1,857+35.8% | Added |
| TFG Advisers LLC | 7,086 | $1.52M | 0.66% | +135+1.9% | Added |
| SNS Financial Group, LLC | 7,123 | $1.53M | 0.18% | −260−3.5% | Reduced |
| Highland Capital Management, LLC | 7,132 | $1.53M | 0.09% | −210−2.9% | Reduced |
| Nwam LLC | 7,163 | $1.53M | 0.12% | −1,559−17.9% | Reduced |
| Adams Chetwood Wealth Management LLC | 7,167 | $1.54M | 1.04% | +11+0.2% | Added |
| Fundamentun, LLC | 7,169 | $1.54M | 0.24% | +272+3.9% | Added |
| Guardian Capital Advisors LP | 7,286 | $1.54M | 0.15% | −154−2.1% | Reduced |
| Payden & Rygel | 7,200 | $1.54M | 0.07% | +1,800+33.3% | Added |
| Castleview Partners, LLC | 331,798 | $1.55M | 0.01% | +331,798 | New |
| D.B. Root & Company, LLC | 7,240 | $1.55M | 0.56% | +1,640+29.3% | Added |
| Change Path, LLC | 7,270 | $1.56M | 0.08% | +547+8.1% | Added |
| Patton Albertson Miller Group, LLC | 7,275 | $1.56M | 0.25% | −10−0.1% | Reduced |
| Clear Street Markets LLC | 7,276 | $1.56M | 0.14% | +576+8.6% | Added |
| Mountain Capital Investment Advisors, Inc | 7,391 | $1.56M | 0.71% | +1,864+33.7% | Added |
| Amica Retiree Medical Trust | 7,307 | $1.57M | 1.33% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 7,321 | $1.57M | 0.11% | +447+6.5% | Added |
| Eldridge Investment Advisors, Inc. | 7,357 | $1.58M | 0.52% | +20.0% | Added |
| YorkBridge Wealth Partners, LLC | 7,366 | $1.58M | 0.35% | −364−4.7% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 7,376 | $1.58M | 0.15% | +7,376 | New |
| Abbrea Capital, LLC | 7,383 | $1.58M | 0.21% | +310+4.4% | Added |
| International Assets Investment Management, LLC | 7,390 | $1.58M | 0.28% | −509−6.4% | Reduced |
| Bradley Foster & Sargent Inc | 7,395 | $1.58M | 0.03% | +2,668+56.4% | Added |
| HighTower Trust Services, LTA | 7,445 | $1.60M | 0.16% | +7,445 | New |
| Acadian Asset Management LLC | 7,473 | $1.60M | 0.01% | −40,668−84.5% | Reduced |
| Ossiam | 7,481 | $1.60M | 0.04% | −37,936−83.5% | Reduced |
| Equitable Holdings, Inc. | 7,493 | $1.61M | 0.03% | +598+8.7% | Added |
| Ascendant Capital Management, LLC | 7,500 | $1.61M | 1.27% | +7,500 | New |
| Caldwell Trust Co | 7,516 | $1.61M | 0.19% | +98+1.3% | Added |
| Azzad Asset Management Inc | 7,555 | $1.62M | 0.22% | +97+1.3% | Added |
| Arvest Trust Co N A | 7,559 | $1.62M | 0.09% | +7,559 | New |
| Tradewinds Capital Management, LLC | 7,628 | $1.64M | 0.25% | +10.0% | Added |
| First United Bank Trust | 7,631 | $1.64M | 0.60% | −372−4.6% | Reduced |
| Hancock Whitney Corp | 7,658 | $1.64M | 0.05% | −130−1.7% | Reduced |
| Duff & Phelps Investment Management Co | 7,673 | $1.65M | 0.02% | +68+0.9% | Added |
| Lincoln Capital LLC | 7,688 | $1.65M | 0.41% | −122−1.6% | Reduced |
| CPWM, LLC | 9,054 | $1.65M | 0.13% | +9,054 | New |
| Trust Co of Virginia | 7,706 | $1.65M | 0.16% | +572+8.0% | Added |
| apricus wealth, LLC | 7,720 | $1.66M | 1.48% | +7,720 | New |
| Resources Investment Advisors, LLC. | 7,724 | $1.66M | 0.06% | −326−4.0% | Reduced |
| AIMZ Investment Advisors, LLC | 7,725 | $1.66M | 0.64% | +350+4.7% | Added |
| Perigon Wealth Management, LLC | 7,766 | $1.67M | 0.12% | +3,787+95.2% | Added |
| Private Portfolio Partners LLC | 7,775 | $1.67M | 0.43% | +1,491+23.7% | Added |
| SevenBridge Financial Group, LLC | 7,776 | $1.67M | 0.50% | +165+2.2% | Added |
| Aevitas Wealth Management, Inc. | 7,780 | $1.67M | 0.99% | +11+0.1% | Added |
| Leonteq Securities AG | 7,792 | $1.67M | 0.08% | +267+3.5% | Added |
| Burleson & Company, LLC | 7,799 | $1.67M | 0.24% | 00.0% | Unchanged |
| Constitution Capital LLC | 7,810 | $1.67M | 0.89% | −40−0.5% | Reduced |
| Hexagon Capital Partners LLC | 7,846 | $1.68M | 0.44% | +263+3.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 7,855 | $1.68M | 0.80% | +351+4.7% | Added |
| Darwin Advisors, LLC | 8,324 | $1.68M | 0.27% | +1,679+25.3% | Added |
| Cavalier Investments, LLC | 7,858 | $1.68M | 0.44% | +2,487+46.3% | Added |
| Shepherd Kaplan Krochuk, LLC | 7,876 | $1.69M | 0.62% | −120−1.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,891 | $1.69M | 0.18% | +44+0.6% | Added |
| V Wealth Advisors LLC | 7,893 | $1.69M | 0.25% | −250−3.1% | Reduced |
| Bigelow Investment Advisors, LLC | 7,894 | $1.69M | 0.77% | +34+0.4% | Added |
| First Dallas Securities Inc. | 7,931 | $1.70M | 1.11% | +600+8.2% | Added |
| Baker Tilly Wealth Management, LLC | 7,964 | $1.71M | 0.18% | +734+10.2% | Added |
| Ziegler Capital Management, LLC | 7,970 | $1.71M | 0.06% | −23,600−74.8% | Reduced |
| Amplius Wealth Advisors, LLC | 7,979 | $1.71M | 0.24% | +7,979 | New |
| Wolff Wiese Magana LLC | 7,992 | $1.71M | 1.11% | −715−8.2% | Reduced |
| Baldwin Brothers Inc | 7,997 | $1.71M | 0.17% | −5−0.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.72M | 0.52% | 00.0% | Unchanged |
| HawsGoodwin Investment Management LLC | 8,025 | $1.72M | 0.50% | −203−2.5% | Reduced |
| Rossmore Private Capital | 8,029 | $1.72M | 0.27% | +245+3.1% | Added |
| Centiva Capital, LP | 8,040 | $1.72M | 0.11% | +8,040 | New |
| Essex Financial Services, Inc. | 8,041 | $1.72M | 0.17% | −266−3.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 8,055 | $1.73M | 0.11% | −354−4.2% | Reduced |
| Alpha Omega Wealth Management LLC | 8,216 | $1.73M | 0.27% | −165−2.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 8,070 | $1.73M | 1.51% | +8,070 | New |
| Wharton Business Group, LLC | 8,078 | $1.73M | 0.11% | +8,078 | New |
| Carson Advisory Inc. | 8,082 | $1.73M | 1.75% | +8,082 | New |
| Greenleaf Trust | 8,130 | $1.74M | 0.02% | +886+12.2% | Added |
| Cinctive Capital Management LP | 8,133 | $1.74M | 0.08% | +8,133 | New |
| Spears Abacus Advisors LLC | 8,147 | $1.75M | 0.12% | 00.0% | Unchanged |
| Castellan Group, LLC | 8,149 | $1.75M | 1.21% | +230+2.9% | Added |
| Centaurus Financial, Inc. | 8,187 | $1.75M | 0.13% | +538+7.0% | Added |
| KMG Fiduciary Partners, LLC | 8,193 | $1.76M | 0.27% | +605+8.0% | Added |
| Access Financial Services, Inc. | 8,213 | $1.76M | 0.79% | −991−10.8% | Reduced |