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 |
|---|---|---|---|---|---|
| Financial Advocates Investment Management | 20,366 | $8.21M | 0.59% | +12,796+169.0% | Added |
| Squarepoint Ops LLC | 38,366 | $8.22M | 0.04% | −2,264−5.6% | Reduced |
| Tamar Securities, LLC | 38,535 | $8.26M | 2.43% | −277−0.7% | Reduced |
| Xcel Wealth Management, LLC | 38,584 | $8.27M | 2.13% | −765−1.9% | Reduced |
| Morgan Dempsey Capital Management LLC | 38,689 | $8.29M | 2.58% | −1,675−4.1% | Reduced |
| Crossmark Global Holdings, Inc. | 38,816 | $8.32M | 0.18% | −1,889−4.6% | Reduced |
| Albion Financial Group | 38,994 | $8.36M | 0.66% | −896−2.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 39,048 | $8.37M | 0.33% | −3,038−7.2% | Reduced |
| Pacer Advisors, Inc. | 39,388 | $8.44M | 0.09% | −6,183−13.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 39,511 | $8.47M | 0.42% | +5,953+17.7% | Added |
| Tompkins Financial Corp | 39,544 | $8.47M | 1.50% | −66−0.2% | Reduced |
| Artemis Investment Management LLP | 39,617 | $8.48M | 0.06% | +12,157+44.3% | Added |
| Prospera Financial Services Inc | 39,559 | $8.48M | 0.37% | +1,920+5.1% | Added |
| CMG Global Holdings, LLC | 39,686 | $8.51M | 5.48% | 00.0% | Unchanged |
| Sky Investment Group LLC | 39,824 | $8.54M | 1.72% | +60+0.2% | Added |
| Live Oak Private Wealth LLC | 39,940 | $8.56M | 1.61% | +129+0.3% | Added |
| Garland Capital Management Inc | 39,955 | $8.56M | 5.91% | −2,900−6.8% | Reduced |
| XML Financial, LLC | 40,104 | $8.60M | 1.04% | +179+0.4% | Added |
| Ironwood Investment Counsel, LLC | 40,198 | $8.62M | 1.97% | +313+0.8% | Added |
| Riverview Capital Advisers, LLC | 40,338 | $8.65M | 3.85% | +40,338 | New |
| Eliot Finkel Investment Counsel, LLC | 40,385 | $8.66M | 5.06% | −950−2.3% | Reduced |
| Dowling & Yahnke LLC | 40,830 | $8.75M | 0.42% | −420−1.0% | Reduced |
| Sand Hill Global Advisors, LLC | 40,945 | $8.78M | 0.49% | −374−0.9% | Reduced |
| Swarthmore Group Inc | 41,049 | $8.80M | 2.09% | −7,760−15.9% | Reduced |
| Putnam Investments LLC | 41,243 | $8.84M | 0.01% | −4,806−10.4% | Reduced |
| Waterfront Wealth Inc. | 41,249 | $8.84M | 3.50% | +26+0.1% | Added |
| Agf Investments Inc. | 41,266 | $8.85M | 0.06% | +7,171+21.0% | Added |
| Ibex Wealth Advisors | 41,274 | $8.85M | 1.57% | +691+1.7% | Added |
| Sigma Planning Corp | 41,651 | $8.93M | 0.25% | +2,936+7.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 41,697 | $8.94M | 0.11% | +763+1.9% | Added |
| WESPAC Advisors SoCal, LLC | 38,795 | $8.95M | 2.73% | −105−0.3% | Reduced |
| Evercore Wealth Management, LLC | 42,180 | $9.04M | 0.15% | +150.0% | Added |
| Capital Management Corp | 42,371 | $9.08M | 1.89% | +2,772+7.0% | Added |
| Richard Bernstein Advisors LLC | 42,878 | $9.19M | 0.18% | 00.0% | Unchanged |
| Spinnaker Trust | 43,218 | $9.26M | 0.59% | +815+1.9% | Added |
| Evergreen Capital Management LLC | 43,630 | $9.35M | 0.37% | +2,213+5.3% | Added |
| Woodmont Investment Counsel LLC | 43,649 | $9.36M | 1.20% | +1,144+2.7% | Added |
| HBK Sorce Advisory LLC | 43,746 | $9.38M | 0.47% | +2,341+5.7% | Added |
| Kentucky Retirement Systems | 43,871 | $9.40M | 0.38% | +1,310+3.1% | Added |
| Corbyn Investment Management Inc | 43,897 | $9.41M | 2.84% | +366+0.8% | Added |
| Federated Hermes, Inc. | 44,004 | $9.43M | 0.02% | +5,130+13.2% | Added |
| Massmutual Trust Co FSB | 44,043 | $9.44M | 0.35% | +77+0.2% | Added |
| Miramar Capital, LLC | 44,319 | $9.50M | 3.22% | +1,292+3.0% | Added |
| Princeton Capital Management LLC | 44,394 | $9.52M | 2.73% | −199−0.4% | Reduced |
| New Mexico Educational Retirement Board | 44,462 | $9.53M | 0.32% | −2,900−6.1% | Reduced |
| Donaldson Capital Management, LLC | 44,937 | $9.63M | 0.42% | −1,033−2.2% | Reduced |
| Headinvest, LLC | 45,007 | $9.65M | 1.71% | −930−2.0% | Reduced |
| Hunter Associates Investment Management LLC | 45,200 | $9.69M | 2.77% | +1,000+2.3% | Added |
| Beacon Financial Group | 45,415 | $9.70M | 1.26% | −78−0.2% | Reduced |
| Shell Asset Management Co | 45,312 | $9.71M | 0.20% | +2,570+6.0% | Added |
| Louisiana State Employees Retirement System | 45,700 | $9.79M | 0.21% | +400+0.9% | Added |
| Davy Global Fund Management Ltd | 45,874 | $9.83M | 1.51% | −3,591−7.3% | Reduced |
| MainStreet Investment Advisors LLC | 45,883 | $9.83M | 0.86% | +33+0.1% | Added |
| Greenwood Capital Associates LLC | 45,895 | $9.84M | 1.39% | −980−2.1% | Reduced |
| Capitolis Advisors LLC | 45,967 | $9.85M | 0.06% | +9,002+24.4% | Added |
| Cetera Investment Advisers | 46,281 | $9.92M | 0.14% | −602−1.3% | Reduced |
| Kestra Private Wealth Services, LLC | 46,284 | $9.92M | 0.47% | −288−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 46,622 | $9.99M | 0.10% | −18,312−28.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 46,983 | $10.1M | 0.87% | −298−0.6% | Reduced |
| Glenview Trust Co | 47,127 | $10.1M | 0.33% | +75+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 47,207 | $10.1M | 0.02% | +1,474+3.2% | Added |
| Resources Management Corp | 47,434 | $10.2M | 1.32% | +81+0.2% | Added |
| Oppenheimer & Co Inc | 47,671 | $10.2M | 0.18% | +582+1.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 47,963 | $10.3M | 0.13% | +47,963 | New |
| Koshinski Asset Management, Inc. | 47,870 | $10.3M | 0.83% | +59+0.1% | Added |
| Addenda Capital Inc. | 48,122 | $10.3M | 0.44% | −670−1.4% | Reduced |
| Regentatlantic Capital LLC | 48,467 | $10.4M | 0.29% | +598+1.2% | Added |
| BancorpSouth Bank | 48,686 | $10.4M | 1.30% | +510+1.1% | Added |
| Tufton Capital Management | 48,727 | $10.4M | 1.60% | −300−0.6% | Reduced |
| Impala Asset Management LLC | 49,000 | $10.5M | 0.86% | +49,000 | New |
| Wealthcare Advisory Partners LLC | 49,022 | $10.5M | 0.63% | −3,711−7.0% | Reduced |
| Miracle Mile Advisors, LLC | 49,050 | $10.5M | 0.41% | +1,081+2.3% | Added |
| Summit Financial Wealth Advisors, LLC | 48,406 | $10.5M | 2.04% | +2,712+5.9% | Added |
| Olstein Capital Management, L.P. | 49,500 | $10.6M | 1.27% | −1,500−2.9% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 50,000 | $10.7M | 0.16% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 50,123 | $10.7M | 0.06% | +7,170+16.7% | Added |
| Willis Investment Counsel | 50,285 | $10.8M | 0.57% | +12,885+34.5% | Added |
| Hendley & Co Inc | 50,595 | $10.8M | 3.54% | −140−0.3% | Reduced |
| Prudential PLC | 50,654 | $10.9M | 0.15% | −5,127−9.2% | Reduced |
| ARGI Investment Services, LLC | 50,997 | $10.9M | 0.32% | −799−1.5% | Reduced |
| Hendershot Investments Inc. | 51,010 | $10.9M | 1.66% | +2,619+5.4% | Added |
| KBC Group NV | 51,070 | $10.9M | 0.04% | −105,165−67.3% | Reduced |
| O'Shares Investment Advisers, LLC | 51,134 | $11.0M | 0.78% | +3,714+7.8% | Added |
| Hantz Financial Services, Inc. | 51,426 | $11.0M | 0.32% | +1,278+2.5% | Added |
| Intact Investment Management Inc. | 51,500 | $11.0M | 0.28% | −10,000−16.3% | Reduced |
| Executive Wealth Management, LLC | 51,671 | $11.1M | 1.10% | +313+0.6% | Added |
| Northeast Investment Management | 51,982 | $11.1M | 0.54% | −329−0.6% | Reduced |
| Assenagon Asset Management S.A. | 52,295 | $11.2M | 0.04% | +36,395+228.9% | Added |
| Tower Bridge Advisors | 52,587 | $11.3M | 0.69% | −101,604−65.9% | Reduced |
| Vantage Investment Partners, LLC | 52,903 | $11.3M | 0.58% | +10,242+24.0% | Added |
| Anchor Investment Management, LLC | 52,919 | $11.3M | 1.41% | +1,437+2.8% | Added |
| Covington Capital Management | 53,379 | $11.4M | 0.40% | +520+1.0% | Added |
| Venturi Wealth Management, LLC | 53,477 | $11.5M | 0.87% | +3,331+6.6% | Added |
| Biechele Royce Advisors | 53,521 | $11.5M | 4.59% | +797+1.5% | Added |
| Gilbert & Cook, Inc. | 53,692 | $11.5M | 1.85% | −105−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 53,714 | $11.5M | 0.10% | −1,136−2.1% | Reduced |
| Chartwell Investment Partners, LLC | 53,851 | $11.5M | 0.34% | −1,794−3.2% | Reduced |
| MAI Capital Management | 53,881 | $11.5M | 0.19% | +14,621+37.2% | Added |
| Employees Retirement System of Texas | 54,000 | $11.6M | 0.13% | +54,000 | New |
| Lowe Brockenbrough & Co Inc | 54,177 | $11.6M | 0.85% | −235−0.4% | Reduced |