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 |
|---|---|---|---|---|---|
| Rockbridge Investment Management, LCC | 204 | $44.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 210 | $45.0K | 0.03% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 212 | $45.0K | 0.02% | +212 | New |
| HC Financial Advisors Inc | 215 | $46.0K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 227 | $49.0K | 0.02% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 234 | $50.0K | 0.03% | +234 | New |
| Westside Investment Management, Inc. | 251 | $53.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 245 | $53.0K | 0.04% | +245 | New |
| RWM Asset Management, LLC | 258 | $55.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 263 | $56.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 268 | $57.0K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 267 | $57.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 268 | $57.0K | 0.03% | +268 | New |
| Providence Capital Advisors, LLC | 270 | $58.0K | 0.02% | −122−31.1% | Reduced |
| Vectors Research Management, LLC | 280 | $60.0K | 0.01% | +25+9.8% | Added |
| Financial Perspectives, Inc | 293 | $62.8K | 0.03% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 300 | $64.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 306 | $66.0K | 0.01% | +120+64.5% | Added |
| Gould Capital, LLC | 308 | $66.0K | 0.05% | +308 | New |
| Operose Advisors LLC | 318 | $68.0K | 0.06% | +318 | New |
| Morton Brown Family Wealth, LLC | 316 | $68.0K | 0.05% | +316 | New |
| Schubert & Co | 321 | $69.0K | 0.07% | +321 | New |
| Citizens National Bank Trust Department | 325 | $70.0K | 0.03% | +325 | New |
| First Bank & Trust | 337 | $72.0K | 0.03% | −169−33.4% | Reduced |
| Earnest Partners LLC | 338 | $72.0K | 0.00% | +338 | New |
| Annapolis Financial Services, LLC | 340 | $73.0K | 0.02% | +120+54.5% | Added |
| Arlington Partners LLC | 347 | $74.0K | 0.02% | +83+31.4% | Added |
| Simon Quick Advisors, LLC | 350 | $75.0K | 0.02% | −165−32.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 350 | $75.0K | 0.01% | −26−6.9% | Reduced |
| Cascade Investment Advisors, Inc. | 355 | $76.1K | 0.04% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 361 | $77.0K | 0.02% | −35−8.8% | Reduced |
| Hillsdale Investment Management Inc. | 360 | $77.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 359 | $77.0K | 0.05% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 357 | $77.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 384 | $82.0K | 0.11% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 383 | $82.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 387 | $83.0K | 0.05% | 00.0% | Unchanged |
| FAI Wealth Management | 400 | $85.0K | 0.07% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 405 | $86.0K | 0.04% | +405 | New |
| Family CFO Inc | 400 | $86.0K | 0.08% | +400 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 406 | $87.0K | 0.00% | −3−0.7% | Reduced |
| TD Capital Management LLC | 417 | $89.0K | 0.01% | +2+0.5% | Added |
| TSFG, LLC | 415 | $89.0K | 0.03% | 00.0% | Unchanged |
| AIA Group Ltd | 420 | $90.0K | 0.00% | −2,588−86.0% | Reduced |
| Old Second National Bank of Aurora | 580 | $90.0K | 0.03% | −50−7.9% | Reduced |
| Tacita Capital Inc | 420 | $90.0K | 0.05% | −15−3.4% | Reduced |
| Blume Capital Management, Inc. | 439 | $94.0K | 0.03% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 447 | $96.0K | 0.01% | +297+198.0% | Added |
| Hanson & Doremus Investment Management | 454 | $97.0K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 451 | $97.0K | 0.02% | +54+13.6% | Added |
| Tyler-Stone Wealth Management | 455 | $98.0K | 0.05% | +455 | New |
| Equitec Proprietary Markets, LLC | 463 | $99.0K | 0.05% | +463 | New |
| Cassady Schiller Wealth Management, LLC | 463 | $99.0K | 0.06% | +463 | New |
| Larson Financial Group LLC | 487 | $104.0K | 0.02% | −106−17.9% | Reduced |
| Global Financial Private Client, LLC | 490 | $105.0K | 0.05% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 496 | $106.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 497 | $107.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 500 | $107.0K | 0.05% | 00.0% | Unchanged |
| Norwood Financial Corp | 500 | $107.0K | 0.15% | +500 | New |
| RE Dickinson Investment Advisors, LLC | 500 | $107.0K | 0.08% | +500 | New |
| HBC Financial Services, PLLC | 517 | $110.0K | 0.07% | +134+35.0% | Added |
| Atlas Capital Advisors LLC | 520 | $111.5K | 0.02% | −22−4.1% | Reduced |
| Covestor Ltd | 526 | $113.0K | 0.16% | +526 | New |
| Baron Financial Group, LLC | 530 | $113.6K | 0.06% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 531 | $114.0K | 0.09% | +63+13.5% | Added |
| Mascoma Wealth Management LLC | 530 | $114.0K | 0.04% | 00.0% | Unchanged |
| Monolith Advisors | 532 | $114.0K | 0.09% | +532 | New |
| Institutional & Family Asset Management, LLC | 540 | $116.0K | 0.02% | −84−13.5% | Reduced |
| Paragon Capital Management Ltd | 542 | $116.0K | 0.02% | +542 | New |
| Carolinas Wealth Consulting LLC | 567 | $122.0K | 0.03% | −44−7.2% | Reduced |
| TFC Financial Management | 567 | $122.0K | 0.04% | +40+7.6% | Added |
| Sierra Capital LLC | 579 | $124.0K | 0.02% | +37+6.8% | Added |
| Tevis Investment Management | 574 | $125.0K | 0.11% | +574 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 599 | $128.0K | 0.04% | +599 | New |
| Highlander Capital Management, LLC | 600 | $129.0K | 0.06% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 600 | $129.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 610 | $131.0K | 0.01% | +310+103.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 622 | $133.0K | 0.00% | −111−15.1% | Reduced |
| Howe & Rusling Inc | 621 | $133.0K | 0.02% | +3+0.5% | Added |
| Financial Management Professionals, Inc. | 627 | $134.0K | 0.03% | +14+2.3% | Added |
| Reilly Financial Advisors, LLC | 627 | $134.0K | 0.01% | +28+4.7% | Added |
| Canton Hathaway, LLC | 630 | $135.0K | 0.04% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 630 | $135.0K | 0.06% | +630 | New |
| IAG Wealth Partners, LLC | 640 | $137.0K | 0.04% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 643 | $138.0K | 0.01% | −46−6.7% | Reduced |
| State of Wyoming | 658 | $141.0K | 0.07% | +658 | New |
| Salem Investment Counselors Inc | 667 | $143.0K | 0.00% | +90+15.6% | Added |
| Capstone Investment Advisors, LLC | 672 | $144.0K | 0.00% | −70,946−99.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 674 | $144.0K | 0.00% | −3,657−84.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 685 | $147.0K | 0.02% | +102+17.5% | Added |
| Future Financial Wealth Managment LLC | 700 | $149.0K | 0.12% | +700 | New |
| First Command Bank | 826 | $150.0K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 697 | $150.0K | 0.08% | +224+47.4% | Added |
| Raffa Wealth Management, LLC | 703 | $150.7K | 0.05% | −11−1.5% | Reduced |
| Toth Financial Advisory Corp | 709 | $152.0K | 0.02% | +17+2.5% | Added |
| Sound Income Strategies, LLC | 713 | $153.0K | 0.02% | −73−9.3% | Reduced |
| Chilton Capital Management LLC | 717 | $154.0K | 0.01% | +717 | New |
| Missouri Trust & Investment Co | 720 | $154.0K | 0.09% | +720 | New |
| Northern Oak Wealth Management Inc | 725 | $155.0K | 0.02% | −100−12.1% | Reduced |
| American Research & Management Co. | 725 | $155.0K | 0.03% | +513+242.0% | Added |