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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,208 | $1.76M | 0.09% | +415+5.3% | Added |
| Silvant Capital Management LLC | 8,277 | $1.77M | 0.30% | +1,341+19.3% | Added |
| Soltis Investment Advisors LLC | 8,294 | $1.78M | 0.25% | +474+6.1% | Added |
| Meeder Asset Management Inc | 8,298 | $1.78M | 0.18% | −13,442−61.8% | Reduced |
| Clearstead Advisors, LLC | 8,314 | $1.78M | 0.12% | −106−1.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,664 | $1.80M | 0.04% | +1,222+12.9% | Added |
| Ontario Teachers Pension Plan Board | 8,394 | $1.80M | 0.02% | +2,030+31.9% | Added |
| Vivid Financial Management, Inc. | 8,423 | $1.80M | 0.67% | −182−2.1% | Reduced |
| Central Bank & Trust Co | 8,471 | $1.82M | 0.28% | +305+3.7% | Added |
| United Community Bank | 8,476 | $1.82M | 1.82% | +8,476 | New |
| Virtue Capital Management, LLC | 8,506 | $1.82M | 0.27% | −43−0.5% | Reduced |
| American National Bank | 8,530 | $1.83M | 0.36% | +1,056+14.1% | Added |
| Sawtooth Solutions, LLC | 8,546 | $1.83M | 0.20% | +1,158+15.7% | Added |
| Chatham Capital Group, Inc. | 8,560 | $1.83M | 0.33% | +460+5.7% | Added |
| United Bank | 8,619 | $1.85M | 0.23% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 8,637 | $1.85M | 0.61% | −161−1.8% | Reduced |
| Hohimer Wealth Management, LLC | 8,643 | $1.85M | 0.39% | −9−0.1% | Reduced |
| Foresight Capital Management Advisors, Inc. | 8,641 | $1.85M | 1.80% | +8,641 | New |
| Wahed Invest LLC | 8,655 | $1.85M | 1.03% | +8,655 | New |
| Keeler Thomas Management LLC | 8,662 | $1.86M | 0.80% | −314−3.5% | Reduced |
| SOA Wealth Advisors, LLC. | 8,683 | $1.86M | 0.45% | 00.0% | Unchanged |
| American National Insurance Co | 8,670 | $1.86M | 0.41% | −51,760−85.7% | Reduced |
| NEXT Financial Group, Inc | 8,669 | $1.86M | 0.12% | +1,517+21.2% | Added |
| AMG National Trust Bank | 8,686 | $1.86M | 0.06% | −1,420−14.1% | Reduced |
| Gratus Capital LLC | 8,766 | $1.88M | 0.17% | −192−2.1% | Reduced |
| Bragg Financial Advisors, Inc | 10,420 | $1.90M | 0.12% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 8,862 | $1.90M | 0.14% | −782−8.1% | Reduced |
| SeaCrest Wealth Management, LLC | 8,958 | $1.92M | 0.21% | −183−2.0% | Reduced |
| Vestcor Inc | 8,989 | $1.93M | 0.07% | −10,628−54.2% | Reduced |
| LGT Fund Management Co Ltd. | 9,000 | $1.93M | 0.56% | +9,000 | New |
| Mutual Advisors, LLC | 9,076 | $1.95M | 0.10% | +883+10.8% | Added |
| Taylor Hoffman Wealth Management | 9,108 | $1.95M | 0.74% | −77−0.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 9,125 | $1.96M | 0.51% | +59+0.7% | Added |
| Wright Investors Service Inc | 9,138 | $1.96M | 0.50% | +9,138 | New |
| B. Riley Wealth Management, Inc. | 9,153 | $1.96M | 0.14% | +263+3.0% | Added |
| Williams Jones Wealth Management, LLC. | 9,165 | $1.96M | 0.02% | +758+9.0% | Added |
| Financial Consulate, Inc | 9,176 | $1.97M | 0.68% | −45−0.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 9,183 | $1.97M | 0.06% | −2,504−21.4% | Reduced |
| Keystone Financial Group | 9,205 | $1.97M | 0.32% | +298+3.3% | Added |
| Stone Point Wealth LLC | 9,235 | $1.98M | 1.61% | +9,235 | New |
| Simmons Bank | 9,253 | $1.98M | 0.14% | −163−1.7% | Reduced |
| CWM, LLC | 9,282 | $1.99M | 0.01% | +9,282 | New |
| Modus Advisors, LLC | 9,334 | $2.00M | 0.85% | −580−5.9% | Reduced |
| Pacific Global Investment Management CO | 9,342 | $2.00M | 0.37% | +46+0.5% | Added |
| Dean Investment Associates, LLC | 9,368 | $2.01M | 0.35% | −20.0% | Reduced |
| WT Wealth Management | 9,399 | $2.02M | 0.74% | +227+2.5% | Added |
| Weaver C. Barksdale & Associates, Inc. | 9,411 | $2.02M | 1.83% | +9,411 | New |
| Ascension Asset Management LLC | 9,416 | $2.02M | 1.20% | −150−1.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,432 | $2.02M | 0.11% | +6,898+272.2% | Added |
| Investmark Advisory Group LLC | 9,476 | $2.03M | 1.90% | +9,476 | New |
| Meiji Yasuda Life Insurance Co | 9,492 | $2.04M | 0.04% | −159−1.6% | Reduced |
| Financial Architects, Inc | 9,527 | $2.04M | 0.28% | −10−0.1% | Reduced |
| Fiduciary Trust Co | 9,560 | $2.05M | 0.03% | +1,055+12.4% | Added |
| Tokio Marine Asset Management Co Ltd | 9,582 | $2.05M | 0.16% | +424+4.6% | Added |
| High Net Worth Advisory Group LLC | 9,624 | $2.06M | 0.72% | +9,624 | New |
| Werlinich Asset Management, LLC | 9,645 | $2.07M | 1.51% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 9,673 | $2.07M | 0.11% | −3,117−24.4% | Reduced |
| Coastline Trust Co | 9,678 | $2.08M | 0.24% | +423+4.6% | Added |
| Northwest & Ethical Investments L.P. | 9,707 | $2.08M | 0.06% | −510−5.0% | Reduced |
| Moneywise, Inc. | 9,713 | $2.08M | 1.34% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,736 | $2.09M | 0.07% | −344−3.4% | Reduced |
| ForthRight Wealth Management, LLC | 9,754 | $2.09M | 1.14% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 9,765 | $2.09M | 0.67% | −3,647−27.2% | Reduced |
| Moloney Securities Asset Management, LLC | 9,779 | $2.10M | 0.36% | +525+5.7% | Added |
| Gofen & Glossberg LLC | 9,815 | $2.10M | 0.05% | −1,405−12.5% | Reduced |
| Aberdeen Wealth Management LLC | 9,833 | $2.11M | 1.37% | +10.0% | Added |
| Schechter Investment Advisors, LLC | 9,880 | $2.12M | 0.19% | +9,880 | New |
| Premier Asset Management LLC | 9,887 | $2.12M | 0.37% | −9,283−48.4% | Reduced |
| Zions Bancorporation, N.A. | 9,977 | $2.14M | 0.19% | +1,002+11.2% | Added |
| American Assets Investment Management, LLC | 10,000 | $2.14M | 0.23% | 00.0% | Unchanged |
| JLB & Associates Inc | 10,050 | $2.15M | 0.31% | +181+1.8% | Added |
| Rockland Trust Co | 10,090 | $2.16M | 0.14% | −972−8.8% | Reduced |
| CAPROCK Group, Inc. | 10,095 | $2.16M | 0.18% | −3,544−26.0% | Reduced |
| Advance Capital Management, Inc. | 10,121 | $2.17M | 0.44% | +10,121 | New |
| Profund Advisors LLC | 10,182 | $2.18M | 0.07% | −445−4.2% | Reduced |
| Knuff & Co LLC | 10,237 | $2.19M | 0.68% | +2,065+25.3% | Added |
| Hilltop Holdings Inc. | 10,388 | $2.23M | 0.23% | +1,045+11.2% | Added |
| StoneX Group Inc. | 10,410 | $2.23M | 0.26% | +3,914+60.3% | Added |
| Sandy Spring Bank | 10,456 | $2.24M | 0.11% | −512−4.7% | Reduced |
| Cornerstone Investment Partners, LLC | 10,468 | $2.24M | 0.12% | −4,975−32.2% | Reduced |
| BKD Wealth Advisors, LLC | 10,467 | $2.24M | 0.09% | +115+1.1% | Added |
| Hutner Capital Management Inc | 10,487 | $2.25M | 1.31% | −95−0.9% | Reduced |
| Pensionfund DSM Netherlands | 10,500 | $2.25M | 0.26% | 00.0% | Unchanged |
| Chicago Trust Co NA | 10,512 | $2.25M | 0.45% | +670+6.8% | Added |
| Fulcrum Asset Management LLP | – | $2.26M | 1.10% | – | – |
| TownSquare Capital, LLC | 10,542 | $2.26M | 0.06% | −797−7.0% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 10,617 | $2.28M | 0.14% | 00.0% | Unchanged |
| Cypress Capital, LLC | 10,636 | $2.28M | 0.26% | +363+3.5% | Added |
| EP Wealth Advisors, LLC | 10,674 | $2.29M | 0.05% | +195+1.9% | Added |
| Independence Bank of Kentucky | 10,772 | $2.31M | 0.94% | −1,239−10.3% | Reduced |
| Integrated Wealth Concepts LLC | 10,804 | $2.32M | 0.07% | +908+9.2% | Added |
| Arrow Financial Corp | 10,813 | $2.32M | 0.27% | −800−6.9% | Reduced |
| Decatur Capital Management, Inc. | 10,820 | $2.32M | 1.37% | −139−1.3% | Reduced |
| Norway Savings Bank | 10,878 | $2.33M | 1.02% | −114−1.0% | Reduced |
| Vident Investment Advisory, LLC | 10,923 | $2.34M | 0.06% | +4,269+64.2% | Added |
| Transcend Wealth Collective, LLC | 10,921 | $2.34M | 0.21% | +1,009+10.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 10,979 | $2.35M | 0.71% | +219+2.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,985 | $2.35M | 1.34% | −50.0% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 11,000 | $2.36M | 1.62% | 00.0% | Unchanged |
| Old National Bancorp | 11,009 | $2.36M | 0.08% | −576−5.0% | Reduced |