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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 54,487 | $11.7M | 0.23% | +54,487 | New |
| Elo Mutual Pension Insurance Co | 54,929 | $11.8M | 0.33% | +4,688+9.3% | Added |
| Grace & White Inc | 54,990 | $11.8M | 2.18% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 55,324 | $11.9M | 1.24% | −1,773−3.1% | Reduced |
| Tower Research Capital LLC (TRC) | 55,398 | $11.9M | 0.21% | +32,047+137.2% | Added |
| Maryland State Retirement & Pension System | 55,591 | $11.9M | 0.31% | +330+0.6% | Added |
| Signaturefd, LLC | 55,656 | $11.9M | 0.37% | −2,500−4.3% | Reduced |
| Congress Asset Management Co | 55,940 | $12.0M | 0.09% | +933+1.7% | Added |
| Lee Danner & Bass Inc | 56,470 | $12.1M | 1.04% | −404−0.7% | Reduced |
| Allstate Corp | 56,926 | $12.2M | 0.23% | +41,472+268.4% | Added |
| First National Trust Co | 57,172 | $12.3M | 0.64% | +2,093+3.8% | Added |
| Qube Research & Technologies Ltd | 57,526 | $12.3M | 0.10% | +2,449+4.4% | Added |
| Country Club Trust Company, n.a. | 57,831 | $12.4M | 0.97% | −557−1.0% | Reduced |
| Amica Mutual Insurance Co | 57,935 | $12.4M | 1.05% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 58,107 | $12.5M | 1.22% | +595+1.0% | Added |
| Hamel Associates, Inc. | 58,194 | $12.5M | 4.47% | −390−0.7% | Reduced |
| Ameritas Advisory Services, LLC | 58,480 | $12.5M | 0.46% | +58,480 | New |
| Bridgeworth, LLC | 58,754 | $12.6M | 2.78% | +58,754 | New |
| Oregon Public Employees Retirement Fund | 59,085 | $12.7M | 0.14% | −125,330−68.0% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 59,400 | $12.7M | 0.00% | 00.0% | Unchanged |
| Churchill Management Corp | 59,562 | $12.8M | 0.18% | −1,454−2.4% | Reduced |
| Sigma Investment Counselors Inc | 59,744 | $12.8M | 0.90% | +41+0.1% | Added |
| Virginia Retirement Systems Et Al | 59,900 | $12.8M | 0.12% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 59,959 | $12.9M | 1.31% | +693+1.2% | Added |
| Cornerstone Advisors, LLC | 60,000 | $12.9M | 0.70% | +6,000+11.1% | Added |
| FDx Advisors, Inc. | 60,390 | $12.9M | 0.36% | +10,402+20.8% | Added |
| Bokf, NA | 60,581 | $13.0M | 0.20% | +2,435+4.2% | Added |
| Isthmus Partners, LLC | 60,734 | $13.0M | 2.18% | −307−0.5% | Reduced |
| Linscomb & Williams, Inc. | 60,761 | $13.0M | 0.62% | +57+0.1% | Added |
| Securian Asset Management, Inc | 61,422 | $13.2M | 0.24% | −942−1.5% | Reduced |
| Mark Stevens | 61,556 | $13.2M | 1.39% | −1,991−3.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 61,592 | $13.2M | 0.25% | +709+1.2% | Added |
| Wesbanco Bank Inc | 62,119 | $13.3M | 0.48% | −82−0.1% | Reduced |
| Voloridge Investment Management, LLC | 62,387 | $13.4M | 0.07% | +62,387 | New |
| Lynch & Associates | 62,781 | $13.5M | 3.18% | −130−0.2% | Reduced |
| Norinchukin Bank, The | 62,818 | $13.5M | 0.17% | −327−0.5% | Reduced |
| NN Investment Partners Holdings N.V. | 63,032 | $13.5M | 0.07% | −187,768−74.9% | Reduced |
| StrategIQ Financial Group, LLC | 63,043 | $13.5M | 1.35% | +1,224+2.0% | Added |
| CCM Investment Advisers LLC | 63,440 | $13.6M | 1.65% | +3,285+5.5% | Added |
| Sowell Financial Services LLC | 63,872 | $13.7M | 0.78% | +6,918+12.1% | Added |
| Wilkins Investment Counsel Inc | 64,287 | $13.8M | 3.04% | −600−0.9% | Reduced |
| First National Bank of Omaha | 64,983 | $13.9M | 0.67% | −1,204−1.8% | Reduced |
| Gradient Investments LLC | 64,986 | $13.9M | 0.35% | +1,729+2.7% | Added |
| Noesis Capital Mangement Corp | 65,230 | $14.0M | 2.82% | −9,176−12.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 65,344 | $14.0M | 1.46% | +369+0.6% | Added |
| Welch & Forbes LLC | 65,787 | $14.1M | 0.21% | −856−1.3% | Reduced |
| CIBC World Markets Corp | 65,991 | $14.1M | 0.08% | +24,935+60.7% | Added |
| 9258 Wealth Management, LLC | 66,067 | $14.2M | 3.25% | +185+0.3% | Added |
| Galvin, Gaustad & Stein, LLC | 67,236 | $14.4M | 1.24% | −1,384−2.0% | Reduced |
| DuPont Capital Management Corp | 67,704 | $14.5M | 0.52% | −13,193−16.3% | Reduced |
| Segall Bryant & Hamill, LLC | 67,740 | $14.5M | 0.13% | −263−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 67,893 | $14.6M | 0.95% | −426−0.6% | Reduced |
| Andra AP-fonden | 68,700 | $14.7M | 0.30% | −11,000−13.8% | Reduced |
| Tredje AP-fonden | 68,929 | $14.8M | 0.29% | 00.0% | Unchanged |
| Stack Financial Management, Inc | 69,120 | $14.8M | 1.28% | +308+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 69,616 | $14.9M | 0.23% | +5,340+8.3% | Added |
| Telos Capital Management, Inc. | 69,811 | $15.0M | 1.87% | +16,292+30.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 70,000 | $15.0M | 0.18% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 71,086 | $15.2M | 0.65% | −563−0.8% | Reduced |
| Worldquant Millennium Advisors LLC | 71,410 | $15.3M | 0.30% | +71,410 | New |
| Independent Advisor Alliance | 72,458 | $15.5M | 0.77% | −815−1.1% | Reduced |
| Gotham Asset Management, LLC | 72,502 | $15.5M | 0.50% | +9,923+15.9% | Added |
| Axxcess Wealth Management, LLC | 72,979 | $15.6M | 1.19% | +72,979 | New |
| Stonegate Investment Group, LLC | 73,014 | $15.7M | 0.66% | +73,014 | New |
| Madison Asset Management, LLC | 73,125 | $15.7M | 0.21% | −1,901−2.5% | Reduced |
| Guyasuta Investment Advisors Inc | 73,162 | $15.7M | 1.03% | −926−1.2% | Reduced |
| Lathrop Investment Management Corp | 73,720 | $15.8M | 3.11% | −146−0.2% | Reduced |
| Mayar Capital Ltd. | 73,800 | $15.8M | 14.99% | +3,437+4.9% | Added |
| Adviser Investments LLC | 74,173 | $15.9M | 1.07% | +200+0.3% | Added |
| Cullinan Associates Inc | 74,308 | $15.9M | 0.81% | +1,167+1.6% | Added |
| Investment House LLC | 74,616 | $16.0M | 1.03% | +6,470+9.5% | Added |
| Bridgeway Capital Management, LLC | 74,713 | $16.0M | 0.30% | −1,400−1.8% | Reduced |
| Fisher Asset Management, LLC | 74,779 | $16.0M | 0.01% | +4,533+6.5% | Added |
| Verity & Verity, LLC | 75,035 | $16.1M | 2.30% | −593−0.8% | Reduced |
| Stillwater Capital Advisors, LLC | 75,341 | $16.1M | 2.46% | −1,063−1.4% | Reduced |
| Citizens Financial Group Inc | 76,383 | $16.3M | 0.55% | −277−0.4% | Reduced |
| Hartford Investment Management Co | 76,590 | $16.4M | 0.38% | +5,978+8.5% | Added |
| Davidson Investment Advisors | 77,357 | $16.6M | 1.18% | −1,033−1.3% | Reduced |
| Nissay Asset Management Corp | 78,370 | $16.8M | 0.13% | −626−0.8% | Reduced |
| Atria Investments LLC | 78,686 | $16.9M | 0.30% | +11,180+16.6% | Added |
| Brinker Capital Investments, LLC | 79,297 | $17.0M | 0.25% | +5,220+7.0% | Added |
| Zenyatta Capital Management LP | 80,000 | $17.1M | 6.44% | +80,000 | New |
| Balyasny Asset Management LLC | 80,111 | $17.2M | 0.07% | +80,111 | New |
| TD Waterhouse Canada Inc. | 78,325 | $17.5M | 0.17% | +78,325 | New |
| Waypoint Wealth Partners Inc. | 81,858 | $17.5M | 6.00% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 82,680 | $17.7M | 0.69% | −1,608−1.9% | Reduced |
| Palladium Partners LLC | 82,881 | $17.8M | 0.73% | −793−0.9% | Reduced |
| Jacobs & Co | 83,080 | $17.8M | 1.85% | −350.0% | Reduced |
| Doyle Wealth Management | 83,219 | $17.8M | 1.28% | +816+1.0% | Added |
| Richard C. Young & CO., LTD. | 83,232 | $17.8M | 2.25% | +188+0.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 84,448 | $18.1M | 2.72% | +218+0.3% | Added |
| Texas Yale Capital Corp. | 84,811 | $18.2M | 0.92% | +640+0.8% | Added |
| Mayflower Financial Advisors, LLC | 85,089 | $18.2M | 2.42% | +315+0.4% | Added |
| Iowa State Bank | 85,177 | $18.3M | 4.30% | +3,558+4.4% | Added |
| Boston Common Asset Management, LLC | 85,528 | $18.3M | 0.74% | +1,907+2.3% | Added |
| Abner Herrman & Brock LLC | 86,047 | $18.4M | 2.40% | +1,420+1.7% | Added |
| Grimes & Company, Inc. | 86,146 | $18.5M | 0.85% | +1,094+1.3% | Added |
| Panagora Asset Management Inc | 86,875 | $18.6M | 0.10% | +70,725+437.9% | Added |
| MML Investors Services, LLC | 87,047 | $18.7M | 0.13% | +18,955+27.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 87,562 | $18.8M | 1.38% | −1,394−1.6% | Reduced |