Skip to main content

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.

Institutional holdersQ4 2021: 2,235 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ4 2021: $108.2B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Haverford Trust Co368,538$79.0M0.86%+4,390+1.2%Added
State of Tennessee, Treasury Department369,954$79.3M0.29%−93,675−20.2%Reduced
First Foundation Advisors374,923$80.4M2.76%−808−0.2%Reduced
Voya Investment Management LLC378,244$81.1M0.16%+31,705+9.1%Added
Glenmede Trust Co NA380,245$81.5M0.39%−72,438−16.0%Reduced
Centric Wealth Management381,151$81.7M27.09%−22,815−5.6%Reduced
Hollencrest Capital Management382,582$82.0M6.45%+1290.0%Added
Cacti Asset Management LLC383,794$82.3M6.50%00.0%Unchanged
AQR Capital Management LLC392,968$83.3M0.15%−191,891−32.8%Reduced
Brown Brothers Harriman & Co391,479$83.9M0.47%+580.0%Added
Old Republic International Corporation396,100$84.9M1.61%00.0%Unchanged
Scopus Asset Management, L.P.406,800$87.2M2.54%+381,800+1,527.2%Added
Railway Pension Investments Ltd407,900$87.4M0.65%+400+0.1%Added
SEI Investments Co408,914$87.8M0.16%+33,325+8.9%Added
Holocene Advisors, LP414,959$88.9M0.47%+207,283+99.8%Added
Advisor Group Holdings, Inc.417,019$89.4M0.17%−8,029−1.9%Reduced
TCW Group Inc417,148$89.4M0.74%+56,630+15.7%Added
State of Wisconsin Investment Board421,498$90.3M0.17%+55,073+15.0%Added
Two Sigma Investments, LP421,929$90.4M0.22%+416,447+7,596.6%Added
Epoch Investment Partners, Inc.423,654$90.8M0.46%+4,182+1.0%Added
Personal Capital Advisors Corp426,197$91.5M0.42%+26,886+6.7%Added
State of New Jersey Common Pension Fund D429,417$92.0M0.27%+4,552+1.1%Added
AMF Pensionsforsakring AB437,424$93.8M0.64%+1,332+0.3%Added
Chevy Chase Trust Holdings, Inc.440,340$94.4M0.30%−9,557−2.1%Reduced
Commonwealth Equity Services, LLC440,927$94.5M0.21%+7,616+1.8%Added
DekaBank Deutsche Girozentrale441,634$94.7M0.23%−3,363−0.8%Reduced
Susquehanna International Group, LLP446,398$95.7M0.14%+233,039+109.2%Added
Public Employees Retirement System of Ohio451,377$96.7M0.32%−12,029−2.6%Reduced
Marathon Asset Mgmt Ltd455,026$97.5M1.21%−37,379−7.6%Reduced
Boston Partners459,831$98.6M0.12%−27,208−5.6%Reduced
Ci Investments Inc.460,569$98.7M0.34%−6,028−1.3%Reduced
Mitsubishi UFJ Trust & Banking Corp461,455$98.9M0.21%−8,653−1.8%Reduced
Great West Life Assurance Co464,330$99.3M0.21%−90,409−16.3%Reduced
US Bancorp476,324$102.1M0.16%−426−0.1%Reduced
Citigroup Inc485,146$104.0M0.09%−168,318−25.8%Reduced
Toronto Dominion Bank493,113$105.7M0.14%+94,637+23.7%Added
Canada Pension Plan Investment Board501,287$107.4M0.11%−147,031−22.7%Reduced
Mackenzie Financial Corp501,985$107.6M0.14%−31,835−6.0%Reduced
Janney Montgomery Scott LLC510,699$109.5M0.42%+5,543+1.1%Added
Brandywine Global Investment Management, LLC533,092$114.3M0.82%+40,100+8.1%Added
Vontobel Asset Management Inc528,739$117.5M0.69%+116,950+28.4%Added
Victory Capital Management Inc548,711$117.6M0.11%−177,849−24.5%Reduced
Mn Services Vermogensbeheer B.V.549,099$117.7M0.69%+11,600+2.2%Added
First Trust Advisors LP554,129$118.8M0.12%−104,492−15.9%Reduced
Boston Trust Walden Corp554,721$118.9M0.95%+9,241+1.7%Added
Eagle Asset Management Inc558,033$119.4M0.52%+55,568+11.1%Added
Manufacturers Life Insurance Company, The559,830$120.0M0.07%−122,555−18.0%Reduced
Manchester Capital Management LLC562,919$120.7M15.79%−626−0.1%Reduced
Sarasin & Partners LLP577,493$123.8M1.13%−4,768−0.8%Reduced
Baillie Gifford & Co581,491$124.6M0.07%+52,073+9.8%Added
Davenport & Co LLC625,071$134.0M0.90%+2,384+0.4%Added
Marshall Wace, LLP633,448$135.8M0.27%+627,349+10,286.1%Added
Los Angeles Capital Management LLC644,054$138.0M0.51%+222,877+52.9%Added
LPL Financial LLC648,624$139.0M0.12%+46,114+7.7%Added
Crawford Investment Counsel Inc676,778$145.1M2.75%−539−0.1%Reduced
Raymond James Financial Services Advisors, Inc.691,281$148.2M0.28%+4,437+0.6%Added
Bank of Montreal697,699$149.3M0.08%−270,814−28.0%Reduced
Baird Financial Group, Inc.715,197$153.3M0.36%−1,544−0.2%Reduced
Korea Investment CORP720,306$154.4M0.40%−801,456−52.7%Reduced
HSBC Holdings PLC737,227$157.9M0.17%−10,238−1.4%Reduced
Biltmore Capital Advisors LLC748,949$160.5M26.80%−5,757−0.8%Reduced
Clifford Swan Investment Counsel LLC752,391$161.3M5.65%−458−0.1%Reduced
Thrivent Financial for Lutherans775,327$166.0M0.32%+66,660+9.4%Added
Adage Capital Partners GP, L.L.C.777,000$166.5M0.30%−5,200−0.7%Reduced
Cullen Capital Management LLC806,263$172.8M1.62%−32,752−3.9%Reduced
Prudential Financial Inc829,872$177.8M0.22%+140,491+20.4%Added
New York State Teachers Retirement System848,635$181.9M0.35%−2,879−0.3%Reduced
State Board of Administration of Florida Retirement System852,444$182.7M0.33%−7,231−0.8%Reduced
DSM Capital Partners LLC879,180$188.4M1.97%−55,083−5.9%Reduced
D. E. Shaw & Co., Inc.906,275$194.3M0.24%+551,029+155.1%Added
HighTower Advisors, LLC907,200$194.4M0.43%+17,391+2.0%Added
Bahl & Gaynor Inc907,597$194.5M1.09%+233,474+34.6%Added
Alliancebernstein L.P.919,949$197.2M0.07%−72,381−7.3%Reduced
National Pension Service937,091$200.9M0.35%−35,308−3.6%Reduced
Principal Financial Group Inc937,207$200.9M0.12%+25,454+2.8%Added
Robeco Institutional Asset Management B.V.1,002,695$214.9M0.46%+57,929+6.1%Added
Envestnet Asset Management Inc1,025,394$219.8M0.11%+40,738+4.1%Added
Coho Partners, Ltd.1,067,137$228.7M3.60%+84,780+8.6%Added
Citadel Advisors LLC1,089,433$233.5M0.25%+384,946+54.6%Added
HS Management Partners, LLC1,155,462$247.7M6.56%−21,390−1.8%Reduced
Renaissance Technologies LLC1,163,823$249.5M0.31%+309,123+36.2%Added
Rhumbline Advisers1,176,865$252.2M0.31%+17,843+1.5%Added
Jensen Investment Management Inc1,227,220$263.0M1.85%−8,906−0.7%Reduced
Schroder Investment Management Group1,239,683$265.7M0.36%−12,458−1.0%Reduced
The PNC Financial Services Group, Inc.1,285,904$275.6M0.23%+11,433+0.9%Added
Barclays PLC1,288,307$276.1M0.17%−196,539−13.2%Reduced
New York State Common Retirement Fund1,304,960$279.7M0.28%+7,696+0.6%Added
California State Teachers Retirement System1,309,892$280.8M0.33%+5,702+0.4%Added
Stifel Financial Corp1,327,508$284.5M0.38%+33,190+2.6%Added
Credit Suisse AG1,603,830$343.8M0.28%+197,672+14.1%Added
Truist Financial Corp1,640,063$351.5M0.54%+21,514+1.3%Added
Deutsche Bank AG1,692,786$362.8M0.16%−345,274−16.9%Reduced
Eaton Vance Management1,754,217$376.0M0.46%−29,461−1.7%Reduced
FineMark National Bank & Trust1,777,658$381.0M14.56%−22,251−1.2%Reduced
American Century Companies Inc1,811,503$388.3M0.25%−159,133−8.1%Reduced
London Co of Virginia1,866,702$400.1M2.02%−2,346−0.1%Reduced
Raymond James & Associates2,216,707$475.1M0.38%+145,608+7.0%Added
Sumitomo Mitsui Trust Holdings, Inc.2,279,424$488.6M0.30%−822,182−26.5%Reduced
Gates Foundation TrustSuperinvestorGates Foundation Trust2,284,015$489.6M2.13%00.0%Unchanged
California Public Employees Retirement System2,613,074$560.1M0.37%+68,165+2.7%Added