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
- +288 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
- 86
- 706 more reduced
37 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 |
|---|---|---|---|---|---|
| Farmers Trust Co | 26,060 | $5.59M | 1.15% | −920−3.4% | Reduced |
| Surevest, LLC | 26,063 | $5.59M | 1.32% | −466−1.8% | Reduced |
| Berger Financial Group, Inc | 26,098 | $5.59M | 0.74% | +890+3.5% | Added |
| Benin Management CORP | 26,140 | $5.60M | 1.69% | −610−2.3% | Reduced |
| Kesler, Norman & Wride, LLC | 26,289 | $5.63M | 1.19% | +716+2.8% | Added |
| Culbertson A N & Co Inc | 26,663 | $5.71M | 1.08% | −450−1.7% | Reduced |
| Corient Capital Partners, LLC | 26,713 | $5.72M | 0.38% | +3,503+15.1% | Added |
| NewEdge Wealth, LLC | 26,722 | $5.73M | 0.24% | +2,595+10.8% | Added |
| Arkadios Wealth Advisors | 26,737 | $5.73M | 0.77% | −306−1.1% | Reduced |
| Fusion Capital, LLC | 26,892 | $5.76M | 2.93% | +1,015+3.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 26,920 | $5.77M | 2.54% | −378−1.4% | Reduced |
| Schulhoff & Co Inc | 26,991 | $5.79M | 2.38% | −113−0.4% | Reduced |
| McDaniel Terry & Co | 27,398 | $5.87M | 0.59% | +10.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 27,466 | $5.89M | 0.36% | +320+1.2% | Added |
| Boenning & Scattergood, Inc. | 27,482 | $5.89M | 0.94% | +255+0.9% | Added |
| Beacon Investment Advisory Services, Inc. | 27,522 | $5.90M | 0.23% | −113−0.4% | Reduced |
| Stolper Co | 27,563 | $5.91M | 2.63% | −114−0.4% | Reduced |
| Clark Capital Management Group, Inc. | 27,569 | $5.91M | 0.07% | +1,164+4.4% | Added |
| Vaughan David Investments LLC | 27,583 | $5.91M | 0.17% | −350−1.3% | Reduced |
| Martin Capital Partners, LLC | 27,659 | $5.93M | 2.80% | +95+0.3% | Added |
| Hennessy Advisors Inc | 27,700 | $5.94M | 0.34% | −700−2.5% | Reduced |
| Aigen Investment Management, LP | 28,309 | $5.95M | 0.36% | +28,309 | New |
| Cubist Systematic Strategies, LLC | 27,773 | $5.95M | 0.06% | +11,910+75.1% | Added |
| Captrust Financial Advisors | 28,017 | $6.00M | 0.04% | +2,431+9.5% | Added |
| Kingsview Wealth Management, LLC | 28,046 | $6.01M | 0.25% | +3,934+16.3% | Added |
| BTR Capital Management Inc | 28,256 | $6.06M | 0.68% | −190−0.7% | Reduced |
| Rench Wealth Management, Inc. | 28,257 | $6.06M | 2.73% | −126−0.4% | Reduced |
| Westover Capital Advisors, LLC | 28,365 | $6.08M | 1.77% | −3,050−9.7% | Reduced |
| Tdam USA Inc. | 28,417 | $6.09M | 0.38% | −3,516−11.0% | Reduced |
| Connectus Wealth, LLC | 28,734 | $6.16M | 0.24% | +28,734 | New |
| Pallas Capital Advisors LLC | 30,508 | $6.16M | 0.75% | +2,709+9.7% | Added |
| Bourne Lent Asset Management Inc | 28,748 | $6.16M | 1.65% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 28,965 | $6.21M | 0.23% | +1,185+4.3% | Added |
| Chapman Investment Management, LLC | 29,026 | $6.22M | 2.84% | +861+3.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 29,381 | $6.30M | 1.86% | +599+2.1% | Added |
| Griffin Asset Management, Inc. | 29,450 | $6.31M | 0.78% | +490+1.7% | Added |
| Cypress Wealth Services, LLC | 29,484 | $6.32M | 1.73% | +85+0.3% | Added |
| South Dakota Investment Council | 29,545 | $6.33M | 0.11% | −400−1.3% | Reduced |
| Horrell Capital Management, Inc. | 29,640 | $6.35M | 2.01% | +143+0.5% | Added |
| Sovereign Financial Group, Inc. | 29,785 | $6.38M | 2.61% | −285−0.9% | Reduced |
| Boston Private Wealth LLC | 30,038 | $6.44M | 0.11% | −8,765−22.6% | Reduced |
| Cohen Klingenstein LLC | 30,060 | $6.44M | 0.25% | −14,147−32.0% | Reduced |
| SG Americas Securities, LLC | 30,076 | $6.45M | 0.04% | −11,039−26.8% | Reduced |
| Integrated Advisors Network LLC | 30,334 | $6.50M | 0.38% | +117+0.4% | Added |
| Argyle Capital Management Inc. | 30,428 | $6.52M | 2.04% | −820−2.6% | Reduced |
| Capital Investment Counsel, Inc | 30,477 | $6.53M | 1.22% | −625−2.0% | Reduced |
| Barrett Asset Management, LLC | 30,535 | $6.54M | 0.25% | +174+0.6% | Added |
| Stokes Capital Advisors, LLC | 30,567 | $6.55M | 1.95% | −674−2.2% | Reduced |
| Peloton Wealth Strategists | 30,580 | $6.55M | 2.63% | −1,450−4.5% | Reduced |
| Moors & Cabot, Inc. | 30,750 | $6.59M | 0.41% | −585−1.9% | Reduced |
| Bridge Creek Capital Management LLC | 30,757 | $6.59M | 2.26% | −382−1.2% | Reduced |
| Ascent Wealth Partners, LLC | 30,895 | $6.62M | 1.18% | +449+1.5% | Added |
| TrinityPoint Wealth, LLC | 31,159 | $6.68M | 1.19% | −374−1.2% | Reduced |
| Birch Capital Management, LLC | 31,380 | $6.73M | 4.03% | +101+0.3% | Added |
| Johnson Investment Counsel Inc | 31,686 | $6.79M | 0.08% | +408+1.3% | Added |
| Naples Global Advisors, LLC | 31,745 | $6.80M | 0.79% | +414+1.3% | Added |
| Vise Technologies, Inc. | 31,980 | $6.86M | 1.86% | +31,980 | New |
| Vestmark Advisory Solutions, Inc. | 32,161 | $6.89M | 0.39% | +1,340+4.3% | Added |
| Opus Investment Management Inc | 32,400 | $6.95M | 0.99% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 32,521 | $6.96M | 0.46% | −831−2.5% | Reduced |
| Woodstock Corp | 32,836 | $7.04M | 0.74% | +284+0.9% | Added |
| Cooke & Bieler LP | 32,850 | $7.04M | 0.06% | −294,272−90.0% | Reduced |
| Advisory Services Network, LLC | 33,297 | $7.14M | 0.21% | +1,909+6.1% | Added |
| Murphy Capital Management Inc | 33,368 | $7.15M | 0.77% | +153+0.5% | Added |
| Eastover Investment Advisors LLC | 33,478 | $7.18M | 4.14% | +175+0.5% | Added |
| Boston Research & Management Inc | 33,678 | $7.22M | 1.97% | −80−0.2% | Reduced |
| Rowland & Co Investment Counsel | 33,916 | $7.27M | 1.63% | +996+3.0% | Added |
| Bard Financial Services, Inc. | 33,950 | $7.28M | 0.59% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 33,949 | $7.28M | 0.51% | +1,795+5.6% | Added |
| Baxter Bros Inc | 34,404 | $7.37M | 1.07% | −179−0.5% | Reduced |
| Cerity Partners LLC | 57,960 | $7.41M | 0.11% | +27,718+91.7% | Added |
| PDS Planning, Inc | 34,599 | $7.42M | 1.42% | +115+0.3% | Added |
| Patten & Patten Inc | 34,639 | $7.42M | 0.51% | −767−2.2% | Reduced |
| E. Ohman J:or Asset Management AB | 34,711 | $7.44M | 0.21% | +2,300+7.1% | Added |
| Cetera Advisors LLC | 35,056 | $7.51M | 0.15% | +2,351+7.2% | Added |
| Sepio Capital, LP | 35,103 | $7.52M | 0.56% | +1,190+3.5% | Added |
| Wambolt & Associates, LLC | 35,175 | $7.54M | 2.72% | +49+0.1% | Added |
| Eagle Rock Investment Company, LLC | 35,255 | $7.56M | 1.45% | +35,255 | New |
| National Asset Management, Inc. | 35,340 | $7.58M | 0.22% | +1,519+4.5% | Added |
| Farmers & Merchants Investments Inc | 35,398 | $7.59M | 0.28% | +1,349+4.0% | Added |
| Visionary Wealth Advisors | 35,450 | $7.60M | 0.62% | +699+2.0% | Added |
| Horizon Investments, LLC | 35,595 | $7.63M | 0.23% | +1,600+4.7% | Added |
| Stratos Wealth Partners, LTD. | 35,789 | $7.67M | 0.17% | +503+1.4% | Added |
| Interval Partners, LP | 35,940 | $7.70M | 0.52% | +35,940 | New |
| Whittier Trust Co | 35,998 | $7.71M | 0.13% | +280+0.8% | Added |
| Laurel Wealth Advisors, Inc. | 36,062 | $7.73M | 0.60% | +999+2.8% | Added |
| EagleClaw Capital Managment, LLC | 36,265 | $7.77M | 1.70% | +1,001+2.8% | Added |
| Dorsey & Whitney Trust CO LLC | 36,316 | $7.78M | 0.65% | −1,066−2.9% | Reduced |
| tru Independence LLC | 36,373 | $7.80M | 2.13% | −543−1.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 36,384 | $7.80M | 0.15% | −463−1.3% | Reduced |
| Motco | 36,393 | $7.80M | 0.48% | +30.0% | Added |
| Red Door Wealth Management, LLC | 36,419 | $7.81M | 2.56% | +5,578+18.1% | Added |
| Sequoia Financial Advisors, LLC | 36,691 | $7.86M | 0.21% | +30,683+510.7% | Added |
| Two Sigma Advisers, LP | 36,700 | $7.87M | 0.02% | +36,700 | New |
| Vision Capital Management, Inc. | 36,846 | $7.90M | 1.18% | +129+0.4% | Added |
| Argent Trust Co | 37,055 | $7.94M | 0.46% | +599+1.6% | Added |
| Wealthfront Advisers LLC | 37,128 | $7.96M | 0.03% | +5,871+18.8% | Added |
| Atlantic Union Bankshares Corp | 37,310 | $8.00M | 0.68% | +753+2.1% | Added |
| Bank of New Hampshire | 38,158 | $8.18M | 1.99% | +176+0.5% | Added |
| Mattern Capital Management, LLC | 38,233 | $8.20M | 1.43% | −901−2.3% | Reduced |