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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 11,055 | $2.37M | 0.13% | +11,055 | New |
| Gabelli Funds LLC | 11,100 | $2.38M | 0.02% | +50+0.5% | Added |
| Pitcairn Co | 11,123 | $2.38M | 0.15% | +1,350+13.8% | Added |
| Harrington Investments, INC | 11,136 | $2.39M | 1.28% | −740−6.2% | Reduced |
| Cornerstone Wealth Management, LLC | 11,202 | $2.39M | 0.23% | +742+7.1% | Added |
| Howland Capital Management LLC | 11,180 | $2.40M | 0.12% | −28−0.2% | Reduced |
| Gamble Jones Investment Counsel | 11,228 | $2.41M | 0.14% | 00.0% | Unchanged |
| Private Trust Co NA | 11,279 | $2.42M | 0.33% | +30.0% | Added |
| TD Private Client Wealth LLC | 11,310 | $2.42M | 0.10% | −521−4.4% | Reduced |
| True North Advisors, LLC | 11,328 | $2.43M | 0.41% | +83+0.7% | Added |
| Cary Street Partners Asset Management LLC | 11,327 | $2.43M | 0.52% | +9,997+751.7% | Added |
| Logan Capital Management Inc | 11,419 | $2.45M | 0.11% | +119+1.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,126 | $2.45M | 1.03% | +26+0.2% | Added |
| Hedges Asset Management LLC | 11,428 | $2.45M | 1.90% | +11,428 | New |
| Capital Insight Partners, LLC | 11,453 | $2.46M | 0.50% | −1,347−10.5% | Reduced |
| Cypress Capital Group | 11,459 | $2.46M | 0.31% | +6,174+116.8% | Added |
| Deseret Mutual Benefit Administrators | 11,484 | $2.46M | 0.41% | −1,173−9.3% | Reduced |
| Geneos Wealth Management Inc. | 11,511 | $2.47M | 0.09% | +238+2.1% | Added |
| Natixis | 11,551 | $2.48M | 0.01% | −109,799−90.5% | Reduced |
| Optimum Investment Advisors | 11,668 | $2.50M | 0.97% | −998−7.9% | Reduced |
| Great Valley Advisor Group, Inc. | 13,136 | $2.51M | 0.16% | +10+0.1% | Added |
| IFP Advisors, Inc | 11,695 | $2.52M | 0.05% | −58−0.5% | Reduced |
| Monarch Capital Management Inc | 11,778 | $2.52M | 0.65% | +457+4.0% | Added |
| Gifford Fong Associates | 11,800 | $2.53M | 0.44% | 00.0% | Unchanged |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 11,807 | $2.53M | 1.55% | −52,313−81.6% | Reduced |
| Veriti Management LLC | 11,845 | $2.54M | 0.33% | +638+5.7% | Added |
| SWS Partners | 11,858 | $2.54M | 1.45% | −300−2.5% | Reduced |
| Cox Capital Mgt LLC | 11,859 | $2.54M | 1.50% | +102+0.9% | Added |
| Neville Rodie & Shaw Inc | 11,862 | $2.54M | 0.18% | −200−1.7% | Reduced |
| Siena Capital LLC | 11,884 | $2.55M | 1.46% | +11,884 | New |
| GHP Investment Advisors, Inc. | 11,949 | $2.56M | 0.18% | −67−0.6% | Reduced |
| IBM Retirement Fund | 12,050 | $2.58M | 0.32% | −8,413−41.1% | Reduced |
| Ieq Capital, LLC | 12,053 | $2.58M | 0.06% | +103+0.9% | Added |
| Granite Investment Partners, LLC | 12,123 | $2.60M | 0.08% | −40−0.3% | Reduced |
| Smith, Salley & Associates | 12,145 | $2.60M | 0.18% | +238+2.0% | Added |
| Fulton Bank, N.A. | 12,156 | $2.61M | 0.11% | −126−1.0% | Reduced |
| Am Investment Strategies LLC | 12,206 | $2.62M | 0.63% | +26+0.2% | Added |
| IndexIQ Advisors LLC | 12,212 | $2.62M | 0.09% | −347−2.8% | Reduced |
| Empirical Finance, LLC | 12,257 | $2.63M | 0.31% | +3,323+37.2% | Added |
| Camden Capital, LLC | 12,265 | $2.63M | 0.56% | −1,395−10.2% | Reduced |
| Ballentine Partners, LLC | 12,268 | $2.63M | 0.08% | +729+6.3% | Added |
| Central Trust Co | 12,304 | $2.64M | 0.07% | +47+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 12,322 | $2.64M | 0.73% | +153+1.3% | Added |
| Schnieders Capital Management LLC | 12,321 | $2.64M | 0.62% | +345+2.9% | Added |
| Arabesque Asset Management Ltd | 12,328 | $2.64M | 0.76% | −9,860−44.4% | Reduced |
| TrimTabs Asset Management, LLC | 12,409 | $2.66M | 1.31% | 00.0% | Unchanged |
| Saturna Capital CORP | 12,422 | $2.66M | 0.05% | +670+5.7% | Added |
| Patriot Investment Management Inc. | 12,499 | $2.68M | 0.23% | −82−0.7% | Reduced |
| Altium Wealth Management LLC | 12,545 | $2.69M | 0.17% | +376+3.1% | Added |
| Excalibur Management Corp | 12,555 | $2.69M | 1.09% | −50−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,571 | $2.69M | 0.05% | +1,345+12.0% | Added |
| Quantbot Technologies LP | 12,588 | $2.70M | 0.22% | +7,197+133.5% | Added |
| Kiley Juergens Wealth Management, LLC | 12,611 | $2.70M | 1.03% | +249+2.0% | Added |
| Wetherby Asset Management Inc | 12,608 | $2.70M | 0.15% | +275+2.2% | Added |
| Forte Capital LLC | 12,618 | $2.71M | 0.34% | −430−3.3% | Reduced |
| Frontier Wealth Management LLC | 12,624 | $2.71M | 0.18% | −12,500−49.8% | Reduced |
| Proquility Private Wealth Partners, LLC | 12,283 | $2.71M | 0.95% | −4,998−28.9% | Reduced |
| Belpointe Asset Management LLC | 12,678 | $2.72M | 0.17% | +6,495+105.0% | Added |
| Van Eck Associates Corp | 12,685 | $2.72M | 0.01% | −931−6.8% | Reduced |
| Benedetti & Gucer, Inc. | 12,777 | $2.74M | 1.86% | −20−0.2% | Reduced |
| Trust Co of Vermont | 12,870 | $2.76M | 0.17% | +348+2.8% | Added |
| Loudon Investment Management, LLC | 12,879 | $2.76M | 1.76% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 12,836 | $2.76M | 0.15% | +153+1.2% | Added |
| Apollon Wealth Management, LLC | 12,903 | $2.77M | 0.22% | +7,093+122.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 12,890 | $2.77M | 0.20% | +5,313+70.1% | Added |
| Phoenix Wealth Advisors | 12,919 | $2.77M | 2.09% | −476−3.6% | Reduced |
| Truvestments Capital LLC | 12,941 | $2.77M | 1.39% | +39+0.3% | Added |
| Cordatus Wealth Management LLC | 12,992 | $2.79M | 0.82% | +12,992 | New |
| Gladstone Institutional Advisory LLC | 13,055 | $2.80M | 0.22% | −279−2.1% | Reduced |
| Bridges Investment Management Inc | 13,082 | $2.80M | 0.08% | +234+1.8% | Added |
| Whittier Trust Co of Nevada Inc | 13,139 | $2.82M | 0.10% | +143+1.1% | Added |
| Wimmer Associates 1, LLC | 13,165 | $2.82M | 1.51% | −66−0.5% | Reduced |
| Alps Advisors Inc | 13,236 | $2.84M | 0.03% | −1,026−7.2% | Reduced |
| Addison Capital Co | 13,316 | $2.85M | 1.28% | −150−1.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 13,543 | $2.86M | 0.39% | +996+7.9% | Added |
| Virginia Wealth Management Group, Inc. | 13,367 | $2.87M | 2.58% | +13,367 | New |
| Institute for Wealth Management, LLC. | 13,380 | $2.87M | 0.47% | +34+0.3% | Added |
| Mengis Capital Management, Inc. | 13,384 | $2.87M | 0.54% | +601+4.7% | Added |
| Laffer Tengler Investments | 13,416 | $2.88M | 0.83% | −40−0.3% | Reduced |
| Bristlecone Advisors, LLC | 13,435 | $2.88M | 0.35% | −400−2.9% | Reduced |
| HB Wealth Management, LLC | 13,452 | $2.88M | 0.06% | +13,452 | New |
| Avidian Wealth Solutions, LLC | 13,471 | $2.89M | 0.18% | +1,766+15.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 13,479 | $2.89M | 1.85% | +113+0.8% | Added |
| GSB Wealth Management, LLC | 13,516 | $2.90M | 0.83% | +13,516 | New |
| Court Place Advisors, LLC | 13,535 | $2.90M | 0.80% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 13,596 | $2.91M | 1.72% | +1,960+16.8% | Added |
| BFSG, LLC | 13,683 | $2.93M | 0.41% | −306−2.2% | Reduced |
| Tealwood Asset Management Inc | 13,700 | $2.94M | 1.18% | −1,010−6.9% | Reduced |
| Horst & Graben Wealth Management LLC | 13,724 | $2.94M | 0.74% | +60.0% | Added |
| Venture Visionary Partners LLC | 13,573 | $2.94M | 0.19% | +863+6.8% | Added |
| Garner Asset Management Corp | 13,856 | $2.97M | 1.25% | +32+0.2% | Added |
| Princeton Global Asset Management LLC | 13,889 | $2.98M | 0.83% | −55−0.4% | Reduced |
| SkyOak Wealth, LLC | 13,987 | $3.00M | 0.76% | +126+0.9% | Added |
| Ally Financial Inc. | 14,000 | $3.00M | 0.27% | +6,500+86.7% | Added |
| Stonebridge Capital Advisors LLC | 14,027 | $3.01M | 0.33% | +855+6.5% | Added |
| Jacobi Capital Management LLC | 14,091 | $3.02M | 0.36% | +471+3.5% | Added |
| Shoker Investment Counsel, Inc. | 14,136 | $3.03M | 1.39% | −347−2.4% | Reduced |
| Wakefield Asset Management LLLP | 14,163 | $3.04M | 1.05% | +49+0.3% | Added |
| Douglass Winthrop Advisors, LLC | 14,185 | $3.04M | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 14,184 | $3.04M | 0.36% | +136+1.0% | Added |