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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 14,264 | $3.06M | 0.09% | +2,340+19.6% | Added |
| HRT Financial LP | 14,276 | $3.06M | 0.02% | +14,276 | New |
| Trust Co of Toledo NA | 14,294 | $3.06M | 0.46% | +230+1.6% | Added |
| Waller Financial Planning Group, Inc | 14,315 | $3.07M | 0.77% | −400−2.7% | Reduced |
| L & S Advisors Inc | 14,313 | $3.07M | 0.33% | +14,313 | New |
| United Asset Strategies, Inc. | 14,334 | $3.07M | 0.37% | −664−4.4% | Reduced |
| Advisory Services & Investments, LLC | 14,342 | $3.07M | 1.97% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 14,353 | $3.08M | 0.11% | +2,034+16.5% | Added |
| Slow Capital, Inc. | 14,375 | $3.08M | 0.53% | +383+2.7% | Added |
| Skylands Capital, LLC | 14,380 | $3.08M | 0.36% | −1,800−11.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 14,409 | $3.09M | 1.81% | +75+0.5% | Added |
| Parallel Advisors, LLC | 14,480 | $3.10M | 0.12% | −260−1.8% | Reduced |
| Bell Bank | 14,524 | $3.11M | 0.35% | 00.0% | Unchanged |
| Seeyond | 14,562 | $3.12M | 0.29% | +2,223+18.0% | Added |
| Lincoln National Corp | 14,583 | $3.13M | 0.06% | +712+5.1% | Added |
| First Horizon Advisors, Inc. | 14,623 | $3.13M | 0.09% | −2,037−12.2% | Reduced |
| Exencial Wealth Advisors, LLC | 14,621 | $3.13M | 0.15% | +900+6.6% | Added |
| Wedbush Securities Inc | 14,687 | $3.15M | 0.14% | −953−6.1% | Reduced |
| Flputnam Investment Management Co | 14,788 | $3.17M | 0.10% | +359+2.5% | Added |
| Mechanics Bank Trust Department | 14,795 | $3.17M | 0.47% | −96−0.6% | Reduced |
| New England Research & Management, Inc. | 14,880 | $3.19M | 1.54% | +50+0.3% | Added |
| Cohen Investment Advisors LLC | 14,894 | $3.19M | 2.28% | −145−1.0% | Reduced |
| Charter Research & Investment Group, Inc. | 14,920 | $3.20M | 2.52% | +100+0.7% | Added |
| Aull & Monroe Investment Management Corp | 14,946 | $3.20M | 1.43% | −350−2.3% | Reduced |
| Bonness Enterprises Inc | 14,950 | $3.20M | 1.48% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 15,000 | $3.21M | 0.26% | +8,923+146.8% | Added |
| Shorepoint Capital Partners LLC | 15,028 | $3.22M | 1.31% | +99+0.7% | Added |
| Northcape Wealth Management, LLC | 15,050 | $3.23M | 1.09% | +15,050 | New |
| People's United Financial, Inc. | 15,101 | $3.24M | 0.08% | −61−0.4% | Reduced |
| WealthTrust Asset Management, LLC | 15,120 | $3.24M | 2.16% | +301+2.0% | Added |
| Exeter Financial, LLC | 15,330 | $3.25M | 1.78% | −225−1.4% | Reduced |
| Rehmann Capital Advisory Group | 15,183 | $3.25M | 0.30% | −694−4.4% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 15,260 | $3.27M | 2.42% | −385−2.5% | Reduced |
| GAM Holding AG | 15,261 | $3.27M | 0.15% | +15,261 | New |
| Paradigm Asset Management Co LLC | 15,274 | $3.27M | 0.82% | +774+5.3% | Added |
| Zullo Investment Group, Inc. | 15,303 | $3.28M | 1.69% | +15,303 | New |
| American Portfolios Advisors | 15,400 | $3.30M | 0.11% | +484+3.2% | Added |
| ExodusPoint Capital Management, LP | 15,548 | $3.33M | 0.04% | +15,548 | New |
| Cresset Asset Management, LLC | 15,597 | $3.34M | 0.03% | +406+2.7% | Added |
| Sculati Wealth Management, LLC | 15,604 | $3.35M | 1.62% | +88+0.6% | Added |
| Radnor Capital Management, LLC | 15,610 | $3.35M | 0.83% | +15,610 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 15,871 | $3.40M | 2.22% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 15,907 | $3.41M | 0.02% | +15,907 | New |
| Silvercrest Asset Management Group LLC | 15,925 | $3.41M | 0.02% | −13−0.1% | Reduced |
| Stanley-Laman Group, Ltd. | 15,958 | $3.42M | 0.40% | +3,210+25.2% | Added |
| South State Corp. | 16,029 | $3.44M | 0.27% | −381−2.3% | Reduced |
| Harbour Investment Management LLC | 16,039 | $3.44M | 1.57% | +50+0.3% | Added |
| FIL Ltd | 16,058 | $3.44M | 0.00% | +15,118+1,608.3% | Added |
| Legacy CG, LLC | 16,122 | $3.46M | 2.08% | +16,122 | New |
| Verdence Capital Advisors LLC | 16,140 | $3.46M | 0.41% | −46−0.3% | Reduced |
| AXS Investments LLC | 16,234 | $3.48M | 0.82% | +16,234 | New |
| Searle & Co. | 16,250 | $3.48M | 1.27% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 16,276 | $3.49M | 0.22% | −3,100−16.0% | Reduced |
| Alta Capital Management LLC | 16,282 | $3.49M | 0.18% | +921+6.0% | Added |
| Pinkerton Retirement Specialists, LLC | 16,288 | $3.49M | 0.61% | +149+0.9% | Added |
| Moody National Bank Trust Division | 16,290 | $3.49M | 0.10% | −47,676−74.5% | Reduced |
| NewSquare Capital LLC | 16,332 | $3.50M | 0.37% | +1,658+11.3% | Added |
| Auxier Asset Management | 16,506 | $3.54M | 0.55% | 00.0% | Unchanged |
| Bank of the West | 16,527 | $3.54M | 0.34% | +1,668+11.2% | Added |
| Cigna Investments Inc | 16,541 | $3.55M | 0.28% | −5,866−26.2% | Reduced |
| Canandaigua National Corp | 16,568 | $3.55M | 0.52% | +59+0.4% | Added |
| Ellsworth Advisors, LLC | 16,614 | $3.56M | 1.32% | +3,144+23.3% | Added |
| Spire Wealth Management | 16,659 | $3.56M | 0.08% | +2,188+15.1% | Added |
| Ashton Thomas Private Wealth, LLC | 16,646 | $3.57M | 0.35% | +4,166+33.4% | Added |
| Fayez Sarofim & Co | 16,668 | $3.57M | 0.01% | +4,402+35.9% | Added |
| Johnson Financial Group, Inc. | 16,703 | $3.58M | 0.23% | +318+1.9% | Added |
| PFG Advisors | 16,730 | $3.59M | 0.36% | +105+0.6% | Added |
| Intrepid Capital Management Inc | 16,790 | $3.60M | 1.83% | 00.0% | Unchanged |
| Miller Investment Management, LP | 16,859 | $3.61M | 0.52% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 16,905 | $3.62M | 1.70% | −448−2.6% | Reduced |
| Pensionfund Sabic | 17,000 | $3.64M | 0.68% | 00.0% | Unchanged |
| Quilter Plc | 17,130 | $3.66M | 0.10% | −10,210−37.3% | Reduced |
| Great Lakes Advisors, LLC | 17,086 | $3.66M | 0.06% | +45+0.3% | Added |
| Strategic Wealth Advisors Group, LLC | 17,259 | $3.69M | 0.17% | −1,229−6.6% | Reduced |
| Monument Capital Management | 17,229 | $3.69M | 1.15% | −470−2.7% | Reduced |
| Pavion Blue Capital, LLC | 17,233 | $3.69M | 2.14% | −257−1.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 17,232 | $3.69M | 1.27% | +17,232 | New |
| We Are One Seven, LLC | 17,363 | $3.72M | 0.39% | +1,487+9.4% | Added |
| Pure Financial Advisors, Inc. | 17,389 | $3.73M | 0.18% | +2,686+18.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 17,506 | $3.75M | 0.61% | +934+5.6% | Added |
| Everence Capital Management Inc | 17,725 | $3.80M | 0.28% | +20+0.1% | Added |
| Marietta Wealth Management, LLC | 17,834 | $3.82M | 0.77% | +885+5.2% | Added |
| NEIRG Wealth Management, LLC | 17,869 | $3.83M | 0.73% | +17,869 | New |
| Colony Group LLC | 17,877 | $3.83M | 0.07% | −241−1.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 17,975 | $3.85M | 0.04% | 00.0% | Unchanged |
| Motley Fool Wealth Management, LLC | 17,993 | $3.86M | 0.17% | +389+2.2% | Added |
| Beech Hill Advisors, Inc. | 18,001 | $3.86M | 1.47% | +2,921+19.4% | Added |
| Nomura Holdings Inc | 18,152 | $3.87M | 0.02% | +2,649+17.1% | Added |
| Cardinal Capital Management | 18,091 | $3.88M | 0.77% | −30−0.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 18,161 | $3.89M | 0.31% | −212−1.2% | Reduced |
| Bessemer Group Inc | 18,178 | $3.90M | 0.01% | +3,863+27.0% | Added |
| Millennium Capital Advisors, LLC | 18,328 | $3.93M | 3.06% | +18,328 | New |
| Anderson Hoagland & Co | 19,264 | $3.93M | 0.52% | +806+4.4% | Added |
| Fortis Advisors, LLC | 18,427 | $3.95M | 2.29% | +40.0% | Added |
| Freestone Capital Holdings, LLC | 18,506 | $3.97M | 0.17% | +869+4.9% | Added |
| Aspire Private Capital, LLC | 18,552 | $3.98M | 1.24% | +40+0.2% | Added |
| Marion Wealth Management | 18,548 | $3.98M | 1.89% | +18,548 | New |
| Lido Advisors, LLC | 18,561 | $3.98M | 0.08% | +2,303+14.2% | Added |
| Palisade Asset Management, LLC | 18,635 | $3.99M | 0.45% | −1,463−7.3% | Reduced |
| Intersect Capital LLC | 18,696 | $4.01M | 0.74% | −2,757−12.9% | Reduced |