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 |
|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 18,869 | $4.04M | 0.51% | +149+0.8% | Added |
| Rafferty Asset Management, LLC | 19,082 | $4.09M | 0.02% | −14,343−42.9% | Reduced |
| Members Capital Advisors Inc | 19,097 | $4.09M | 2.10% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 19,211 | $4.12M | 0.38% | +188+1.0% | Added |
| Avitas Wealth Management LLC | 19,215 | $4.12M | 0.69% | +246+1.3% | Added |
| Engineers Gate Manager LP | 19,262 | $4.13M | 0.19% | +17,381+924.0% | Added |
| Ethic Inc. | 19,277 | $4.13M | 0.32% | +2,546+15.2% | Added |
| Arden Trust Co | 19,316 | $4.14M | 0.70% | −403−2.0% | Reduced |
| Boyar Asset Management Inc. | 19,388 | $4.16M | 2.50% | −101−0.5% | Reduced |
| Twin Lakes Capital Management, LLC | 19,463 | $4.17M | 2.22% | −40.0% | Reduced |
| Heritage Trust Co | 19,741 | $4.23M | 0.54% | +63+0.3% | Added |
| Bayesian Capital Management, LP | 19,744 | $4.23M | 1.34% | +11,200+131.1% | Added |
| Sumitomo Life Insurance Co | 19,920 | $4.27M | 0.10% | −548−2.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 19,954 | $4.28M | 0.14% | −491−2.4% | Reduced |
| Twinbeech Capital LP | 19,958 | $4.28M | 0.24% | +19,958 | New |
| Advanced Asset Management Advisors Inc | 20,000 | $4.29M | 0.89% | 00.0% | Unchanged |
| Girard Partners Ltd. | 20,039 | $4.29M | 0.47% | −204−1.0% | Reduced |
| Cypress Asset Management Inc | 20,061 | $4.30M | 1.02% | −76−0.4% | Reduced |
| Roundview Capital LLC | 20,127 | $4.31M | 0.43% | −29−0.1% | Reduced |
| Focus Financial Network, Inc. | 20,159 | $4.32M | 0.63% | +125+0.6% | Added |
| Inlet Private Wealth, LLC | 20,170 | $4.32M | 1.05% | −641−3.1% | Reduced |
| Butensky & Cohen Financial Security, Inc | 20,272 | $4.34M | 1.55% | +348+1.7% | Added |
| Old Point Trust & Financial Services N A | 20,765 | $4.45M | 1.79% | 00.0% | Unchanged |
| Hoylecohen, LLC | 20,823 | $4.46M | 0.37% | +837+4.2% | Added |
| Perkins Coie Trust Co | 20,860 | $4.47M | 1.31% | +642+3.2% | Added |
| Laurel Wealth Advisors LLC | 20,920 | $4.48M | 0.94% | +121+0.6% | Added |
| Physicians Financial Services, Inc. | 20,994 | $4.50M | 1.66% | −375−1.8% | Reduced |
| Desjardins Global Asset Management Inc. | 21,034 | $4.51M | 0.39% | +21,034 | New |
| Madison Wealth Management | 21,081 | $4.52M | 0.91% | +489+2.4% | Added |
| Investment Management of Virginia LLC | 21,119 | $4.53M | 0.73% | −334−1.6% | Reduced |
| Kinneret Advisory, LLC | 21,176 | $4.54M | 0.47% | 00.0% | Unchanged |
| Atwater Malick LLC | 21,203 | $4.54M | 2.11% | +948+4.7% | Added |
| Azimuth Capital Management LLC | 21,263 | $4.56M | 0.18% | −283−1.3% | Reduced |
| Lockheed Martin Investment Management Co | 21,296 | $4.56M | 0.24% | 00.0% | Unchanged |
| Summitry LLC | 21,382 | $4.58M | 0.27% | −499−2.3% | Reduced |
| Winton Group Ltd | 21,454 | $4.60M | 0.28% | −9,599−30.9% | Reduced |
| Brookmont Capital Management | 21,498 | $4.61M | 2.44% | −1,095−4.8% | Reduced |
| Pathstone Family Office, LLC | 21,532 | $4.62M | 0.12% | +1,362+6.8% | Added |
| Sterling Investment Advisors, Ltd. | 21,650 | $4.64M | 1.31% | +61+0.3% | Added |
| Good Life Advisors, LLC | 21,679 | $4.65M | 0.56% | −88−0.4% | Reduced |
| Beach Investment Counsel Inc | 21,876 | $4.69M | 0.62% | +21,876 | New |
| Courier Capital LLC | 21,957 | $4.71M | 0.44% | −1,499−6.4% | Reduced |
| Tiaa, FSB | 22,131 | $4.72M | 0.02% | −85−0.4% | Reduced |
| Canal Capital Management, LLC | 22,014 | $4.72M | 1.14% | +293+1.3% | Added |
| Bowen Hanes & Co Inc | 22,026 | $4.72M | 0.13% | −1,377−5.9% | Reduced |
| Horan Capital Advisors, LLC. | 22,084 | $4.73M | 1.88% | −727−3.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,310 | $4.77M | 0.06% | +423+1.9% | Added |
| Sheets Smith Wealth Management | 22,335 | $4.79M | 0.59% | 00.0% | Unchanged |
| JustInvest LLC | 22,418 | $4.80M | 0.28% | +8,425+60.2% | Added |
| Veritable, L.P. | 22,441 | $4.81M | 0.07% | +50.0% | Added |
| Antonetti Capital Management LLC | 22,467 | $4.82M | 3.77% | −1,474−6.2% | Reduced |
| Strategic Advisors LLC | 22,535 | $4.83M | 0.69% | +286+1.3% | Added |
| Valeo Financial Advisors, LLC | 22,575 | $4.84M | 0.26% | −1,259−5.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 22,626 | $4.85M | 0.01% | +22,626 | New |
| Brookstone Capital Management | 22,277 | $4.86M | 0.08% | +713+3.3% | Added |
| Adams Asset Advisors, LLC | 22,679 | $4.86M | 0.89% | −368−1.6% | Reduced |
| Northwest Investment Counselors, LLC | 22,806 | $4.89M | 1.20% | +1,047+4.8% | Added |
| Semmax Financial Advisors Inc. | 22,811 | $4.89M | 1.81% | −2,887−11.2% | Reduced |
| Hallmark Capital Management Inc | 22,861 | $4.90M | 0.39% | +135+0.6% | Added |
| Twin Capital Management Inc | 22,897 | $4.91M | 0.49% | +3,416+17.5% | Added |
| Buckingham Strategic Wealth, LLC | 22,909 | $4.91M | 0.09% | −8,471−27.0% | Reduced |
| Arjuna Capital | 22,931 | $4.92M | 1.80% | +9,025+64.9% | Added |
| Fort Washington Investment Advisors Inc | 22,946 | $4.92M | 0.03% | −118,623−83.8% | Reduced |
| Farmers National Bank | 23,068 | $4.94M | 1.64% | −336−1.4% | Reduced |
| Sunbelt Securities, Inc. | 22,086 | $4.97M | 0.81% | −4,769−17.8% | Reduced |
| Comerica Securities,inc. | 23,281 | $4.99M | 0.32% | +10,397+80.7% | Added |
| Zacks Investment Management | 23,380 | $5.01M | 0.07% | +20,833+817.9% | Added |
| Schonfeld Strategic Advisors LLC | 23,378 | $5.01M | 0.05% | +23,378 | New |
| North Star Asset Management Inc | 23,383 | $5.01M | 0.25% | −736−3.1% | Reduced |
| Columbia Asset Management | 23,432 | $5.02M | 1.03% | +2,509+12.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,491 | $5.04M | 0.22% | +3,508+17.6% | Added |
| Sawyer & Company, Inc | 23,510 | $5.04M | 2.17% | +25+0.1% | Added |
| Toroso Investments, LLC | 23,609 | $5.06M | 0.15% | +8,268+53.9% | Added |
| Stonnington Group, LLC | 24,001 | $5.07M | 1.09% | +6,001+33.3% | Added |
| Murphy Pohlad Asset Management LLC | 23,711 | $5.08M | 2.00% | +1,070+4.7% | Added |
| Trexquant Investment LP | 23,805 | $5.10M | 0.32% | +118+0.5% | Added |
| Avantax Advisory Services, Inc. | 24,096 | $5.17M | 0.08% | −768−3.1% | Reduced |
| Spectrum Management Group, LLC | 24,113 | $5.17M | 0.74% | +265+1.1% | Added |
| City Holding Co | 24,573 | $5.17M | 0.86% | +695+2.9% | Added |
| King Luther Capital Management Corp | 24,129 | $5.17M | 0.02% | −602−2.4% | Reduced |
| Holloway Wealth Management, LLC | – | $5.21M | 1.49% | – | – |
| Plimoth Trust Co LLC | 24,488 | $5.25M | 1.33% | −637−2.5% | Reduced |
| Greenline Partners, LLC | 24,532 | $5.26M | 0.99% | −1,853−7.0% | Reduced |
| Papp L Roy & Associates | 24,578 | $5.27M | 0.60% | −595−2.4% | Reduced |
| William Allan, LLC | 24,834 | $5.32M | 3.78% | +24,834 | New |
| Advisor Partners LLC | 25,080 | $5.38M | 0.32% | −101−0.4% | Reduced |
| Keating Investment Counselors Inc | 25,128 | $5.39M | 2.38% | −352−1.4% | Reduced |
| Associated Banc-Corp | 25,173 | $5.40M | 0.20% | +113+0.5% | Added |
| Fosun International Ltd | 25,187 | $5.40M | 0.31% | +3,141+14.2% | Added |
| Heritage Way Advisors, LLC | 25,294 | $5.42M | 2.03% | −192−0.8% | Reduced |
| Community Bank, N.A. | 25,369 | $5.44M | 0.63% | −725−2.8% | Reduced |
| Park National Corp | 25,462 | $5.46M | 0.21% | −1,147−4.3% | Reduced |
| Beacon Pointe Advisors, LLC | 25,554 | $5.48M | 0.14% | −7,616−23.0% | Reduced |
| Peapack Gladstone Financial Corp | 25,585 | $5.48M | 0.10% | +3,630+16.5% | Added |
| Coldstream Capital Management Inc | 25,648 | $5.50M | 0.17% | +22,025+607.9% | Added |
| Banque Cantonale Vaudoise | 25,652 | $5.50M | 0.21% | −2,281−8.2% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 25,672 | $5.50M | 0.02% | −1,034−3.9% | Reduced |
| Stratos Wealth Advisors, LLC | 25,697 | $5.51M | 0.40% | −802−3.0% | Reduced |
| Independent Investors Inc | 25,811 | $5.53M | 1.18% | −1,000−3.7% | Reduced |
| Icon Wealth Partners, LLC | 25,846 | $5.54M | 0.56% | +3,745+16.9% | Added |