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 |
|---|---|---|---|---|---|
| Charter Trust Co | 88,486 | $19.0M | 1.61% | −200−0.2% | Reduced |
| Greatmark Investment Partners, Inc. | 88,499 | $19.0M | 3.19% | −100.0% | Reduced |
| Avalon Investment & Advisory | 88,639 | $19.0M | 0.47% | −19,059−17.7% | Reduced |
| CIBC Asset Management Inc | 88,654 | $19.0M | 0.07% | +3,851+4.5% | Added |
| AE Wealth Management LLC | 89,084 | $19.1M | 0.13% | +2,566+3.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 89,089 | $19.1M | 0.04% | +11,936+15.5% | Added |
| Tobam | 89,103 | $19.1M | 0.86% | +951+1.1% | Added |
| Kornitzer Capital Management Inc | 90,784 | $19.5M | 0.29% | −1,055−1.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 91,522 | $19.6M | 0.21% | +255+0.3% | Added |
| Commerce Bank | 91,810 | $19.7M | 0.13% | −2,398−2.5% | Reduced |
| Mercer Global Advisors Inc | 91,965 | $19.7M | 0.12% | +5,943+6.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 91,976 | $19.7M | 0.10% | +91,976 | New |
| Southern Capital Advisors, LLC | 92,163 | $19.8M | 12.22% | +92,163 | New |
| IFM Investors Pty Ltd | 94,231 | $20.2M | 0.37% | −761−0.8% | Reduced |
| Huntington National Bank | 94,531 | $20.3M | 0.18% | +2,057+2.2% | Added |
| Godsey & Gibb Associates | 94,563 | $20.3M | 6.50% | +94,563 | New |
| Blue Chip Partners, Inc. | 94,916 | $20.3M | 2.55% | +2,038+2.2% | Added |
| Osher Van de Voorde Investment Management | 95,280 | $20.4M | 4.51% | +3,580+3.9% | Added |
| Marco Investment Management LLC | 95,961 | $20.6M | 2.02% | +2,777+3.0% | Added |
| Mutual of America Capital Management LLC | 96,344 | $20.6M | 0.21% | +721+0.8% | Added |
| PFS Investments Inc. | 96,632 | $20.7M | 0.40% | +9,673+11.1% | Added |
| Candriam Luxembourg S.C.A. | 97,181 | $20.8M | 0.13% | +4,228+4.5% | Added |
| Franklin Street Advisors Inc | 97,853 | $21.0M | 1.59% | +4,012+4.3% | Added |
| Westpac Banking Corp | 98,974 | $21.2M | 0.22% | −11,157−10.1% | Reduced |
| Stock Yards Bank & Trust Co | 99,028 | $21.2M | 1.12% | +5,543+5.9% | Added |
| Private Advisor Group, LLC | 99,527 | $21.3M | 0.16% | −13,455−11.9% | Reduced |
| Financial Counselors Inc | 99,614 | $21.4M | 0.44% | −1,323−1.3% | Reduced |
| Zevin Asset Management LLC | 100,110 | $21.5M | 3.87% | −5,865−5.5% | Reduced |
| Pinnacle Associates Ltd | 100,285 | $21.5M | 0.37% | +479+0.5% | Added |
| Texas Permanent School Fund | 100,571 | $21.6M | 0.26% | −11,938−10.6% | Reduced |
| Allianz Asset Management GmbH | 101,626 | $21.8M | 0.02% | −140,976−58.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 102,134 | $21.9M | 0.04% | +25,374+33.1% | Added |
| Pinnacle Financial Partners Inc | 103,067 | $22.1M | 0.69% | +4,940+5.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 103,887 | $22.3M | 0.82% | +11,237+12.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 104,403 | $22.4M | 0.47% | +2,813+2.8% | Added |
| National Bank of Canada | 104,992 | $22.5M | 0.09% | +104,992 | New |
| Stewart & Patten Co LLC | 106,492 | $22.8M | 3.41% | −1,312−1.2% | Reduced |
| Fidelity National Financial, Inc. | 106,701 | $22.9M | 1.90% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 108,200 | $23.2M | 0.14% | −2,300−2.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 108,505 | $23.3M | 4.13% | −644−0.6% | Reduced |
| Kestra Advisory Services, LLC | 108,583 | $23.3M | 0.24% | +18,588+20.7% | Added |
| Mackay Shields LLC | 109,054 | $23.4M | 0.19% | −2,350−2.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 109,689 | $23.5M | 0.40% | −740−0.7% | Reduced |
| Bartlett & Co. LLC | 109,689 | $23.5M | 0.40% | −740−0.7% | Reduced |
| APG Asset Management N.V. | 125,094 | $23.6M | 0.04% | −23,115−15.6% | Reduced |
| Cetera Advisor Networks LLC | 110,100 | $23.6M | 0.29% | +2,761+2.6% | Added |
| Quinn Opportunity Partners LLC | 110,830 | $23.8M | 1.45% | −14,000−11.2% | Reduced |
| Wade G W & Inc | 111,140 | $23.8M | 1.03% | +364+0.3% | Added |
| Everett Harris & Co | 111,847 | $24.0M | 0.33% | −904−0.8% | Reduced |
| Guggenheim Capital LLC | 112,683 | $24.2M | 0.13% | −8,820−7.3% | Reduced |
| LGT Group Foundation | 112,888 | $24.2M | 0.62% | +112,888 | New |
| Marcum Wealth, LLC | 112,933 | $24.2M | 3.37% | +7,149+6.8% | Added |
| Yousif Capital Management, LLC | 113,108 | $24.2M | 0.25% | +113,108 | New |
| Professional Advisory Services Inc | 113,279 | $24.3M | 3.30% | −7,126−5.9% | Reduced |
| State of Alaska, Department of Revenue | 114,332 | $24.5M | 0.24% | −17,624−13.4% | Reduced |
| Atalanta Sosnoff Capital, LLC | 114,389 | $24.5M | 0.53% | +50,229+78.3% | Added |
| Stephens Inc | 114,625 | $24.6M | 0.37% | −8,926−7.2% | Reduced |
| Bryn Mawr Trust Co | 115,412 | $24.7M | 0.89% | −413−0.4% | Reduced |
| Metropolitan Life Insurance Co | 116,356 | $24.9M | 0.34% | −2,287−1.9% | Reduced |
| Prio Wealth Limited Partnership | 117,233 | $25.1M | 0.77% | +3,393+3.0% | Added |
| Gulf International Bank (UK) Ltd | 117,825 | $25.3M | 0.36% | −24,667−17.3% | Reduced |
| Swiss Life Asset Management Ltd | 118,246 | $25.3M | 0.33% | −21,519−15.4% | Reduced |
| Synovus Financial Corp | 119,571 | $25.6M | 0.25% | +2,897+2.5% | Added |
| First Long Island Investors, LLC | 120,173 | $25.8M | 2.02% | +500+0.4% | Added |
| Comerica Bank | 128,521 | $26.0M | 0.19% | −171,476−57.2% | Reduced |
| Public Sector Pension Investment Board | 121,670 | $26.1M | 0.14% | −1,160−0.9% | Reduced |
| Xponance, Inc. | 121,749 | $26.1M | 0.41% | +10,883+9.8% | Added |
| Merriman Wealth Management, LLC | 121,767 | $26.1M | 1.90% | +540.0% | Added |
| Washington Trust Advisors, Inc. | 122,188 | $26.2M | 1.77% | +122,188 | New |
| Cambridge Investment Research Advisors, Inc. | 123,909 | $26.6M | 0.12% | +816+0.7% | Added |
| Public Employees Retirement Association of Colorado | 124,865 | $26.8M | 0.11% | −1,438−1.1% | Reduced |
| RSM US Wealth Management LLC | 125,752 | $27.0M | 1.32% | +590.0% | Added |
| CIBC Private Wealth Group, LLC | 126,239 | $27.1M | 0.06% | +11,707+10.2% | Added |
| Schwartz Investment Counsel Inc | 126,764 | $27.2M | 1.06% | −100−0.1% | Reduced |
| British Columbia Investment Management Corp | 128,047 | $27.4M | 0.15% | −5,708−4.3% | Reduced |
| Jennison Associates LLC | 128,952 | $27.6M | 0.02% | +42,419+49.0% | Added |
| Donald L. Hagan, LLC | 130,000 | $27.9M | 14.39% | 00.0% | Unchanged |
| Utah Retirement Systems | 131,318 | $28.1M | 0.35% | +200+0.2% | Added |
| Moore Capital Management, LP | 136,759 | $29.3M | 0.74% | +136,759 | New |
| Accredited Investors Inc. | 139,444 | $29.9M | 2.66% | +293+0.2% | Added |
| Scotia Capital Inc. | 141,132 | $30.2M | 0.20% | +709+0.5% | Added |
| Waters Parkerson & Co., LLC | 141,137 | $30.3M | 1.60% | −7,245−4.9% | Reduced |
| Capital Investment Advisors, LLC | 143,023 | $30.7M | 0.94% | +525+0.4% | Added |
| Bank of Nova Scotia | 143,038 | $30.7M | 0.04% | −54,558−27.6% | Reduced |
| Calamos Advisors LLC | 146,919 | $31.5M | 0.13% | +5,674+4.0% | Added |
| Clarkston Capital Partners, LLC | 147,447 | $31.6M | 0.54% | −10,417−6.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 148,733 | $31.8M | 0.16% | +887+0.6% | Added |
| Alpha Cubed Investments, LLC | 149,063 | $31.9M | 2.09% | +6,271+4.4% | Added |
| D.A. Davidson & Co. | 149,801 | $32.1M | 0.34% | +2,198+1.5% | Added |
| Parsec Financial Management, Inc. | 149,929 | $32.1M | 1.33% | −465−0.3% | Reduced |
| Baker Avenue Asset Management, LP | 151,451 | $32.5M | 1.66% | +1,320+0.9% | Added |
| ProShare Advisors LLC | 151,723 | $32.5M | 0.06% | +35,074+30.1% | Added |
| Deprince Race & Zollo Inc | 152,127 | $32.6M | 0.83% | +1,171+0.8% | Added |
| Argent Capital Management LLC | 153,034 | $32.8M | 0.95% | −314−0.2% | Reduced |
| KCM Investment Advisors LLC | 155,771 | $33.4M | 1.16% | +1,629+1.1% | Added |
| Osterweis Capital Management Inc | 157,646 | $33.8M | 1.69% | +157,646 | New |
| Sabal Trust CO | 158,294 | $33.9M | 2.15% | −2,218−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 160,277 | $34.4M | 0.17% | −4,973−3.0% | Reduced |
| Umb Bank N A | 160,626 | $34.4M | 0.43% | +20,681+14.8% | Added |
| MetLife Investment Management | 161,102 | $34.5M | 0.28% | −3,390−2.1% | Reduced |