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 |
|---|---|---|---|---|---|
| Tucker Asset Management LLC | 731 | $156.4K | 0.05% | +65+9.8% | Added |
| Lenox Wealth Advisors, LLC | 747 | $160.0K | 0.02% | −9−1.2% | Reduced |
| Old North State Trust, LLC | 767 | $164.0K | 0.12% | +10+1.3% | Added |
| JNBA Financial Advisors | 771 | $165.0K | 0.02% | +75+10.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 774 | $166.0K | 0.15% | +774 | New |
| Atticus Wealth Management, LLC | 790 | $169.0K | 0.07% | +405+105.2% | Added |
| Core Alternative Capital | 789 | $169.0K | 0.03% | +789 | New |
| LSV Asset Management | 800 | $171.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 809 | $173.0K | 0.03% | +44+5.8% | Added |
| Rock Creek Group, LP | 811 | $174.0K | 0.03% | +133+19.6% | Added |
| First Command Financial Services, Inc. | 826 | $177.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 824 | $177.0K | 0.03% | +17+2.1% | Added |
| Webster Bank, N. A. | 843 | $181.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 848 | $182.0K | 0.10% | −19−2.2% | Reduced |
| Stephens Investment Management Group LLC | 869 | $186.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 874 | $187.0K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 890 | $191.0K | 0.05% | +748+526.8% | Added |
| Bellevue Asset Management, LLC | 903 | $194.0K | 0.11% | −580−39.1% | Reduced |
| Ellevest, Inc. | 919 | $197.0K | 0.02% | +59+6.9% | Added |
| Monetary Management Group Inc | 931 | $200.0K | 0.05% | −750−44.6% | Reduced |
| MONECO Advisors, LLC | 881 | $201.0K | 0.08% | +881 | New |
| Beacon Financial Advisory LLC | 936 | $201.0K | 0.09% | +936 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 943 | $202.0K | 0.02% | +943 | New |
| Parkside Advisors LLC | 946 | $203.0K | 0.06% | +946 | New |
| BlackDiamond Wealth Management Inc. | 952 | $204.0K | 0.23% | +952 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 954 | $205.0K | 0.06% | +954 | New |
| West Michigan Advisors, LLC | 958 | $205.0K | 0.15% | +958 | New |
| Tranquility Partners, LLC | 966 | $207.0K | 0.10% | +966 | New |
| Resource Planning Group | 971 | $208.0K | 0.14% | −196−16.8% | Reduced |
| Concorde Asset Management, LLC | 970 | $208.0K | 0.13% | +970 | New |
| Game Creek Capital, LP | 975 | $209.0K | 0.10% | −2,150−68.8% | Reduced |
| Banco Santander, S.A. | 976 | $209.0K | 0.00% | −1,436−59.5% | Reduced |
| Steel Peak Wealth Management LLC | 977 | $209.0K | 0.01% | −150−13.3% | Reduced |
| Eagle Bay Advisors LLC | 975 | $209.0K | 0.14% | +104+11.9% | Added |
| Private Ocean, LLC | 977 | $209.0K | 0.02% | +290+42.2% | Added |
| Parisi Gray Wealth Management | 979 | $210.0K | 0.08% | +979 | New |
| Salomon & Ludwin, LLC | 980 | $210.0K | 0.03% | +980 | New |
| Credit Agricole S A | 986 | $211.0K | 0.01% | −5,740−85.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 988 | $211.0K | 0.02% | +988 | New |
| PRW Wealth Management LLC | 983 | $211.0K | 0.10% | +983 | New |
| Crew Capital Management, Ltd. | 990 | $212.0K | 0.18% | +990 | New |
| HCR Wealth Advisors | 994 | $213.0K | 0.03% | +994 | New |
| Mattern Wealth Management LLC | 993 | $213.0K | 0.06% | +993 | New |
| Financial Planning & Information Services, Inc. | 996 | $213.0K | 0.05% | +996 | New |
| Hudson Valley Investment Advisors Inc | 1,000 | $214.0K | 0.03% | +1,000 | New |
| RBF Capital, LLC | 1,000 | $214.0K | 0.01% | +1,000 | New |
| New Jersey Better Educational Savings Trust | 1,000 | $214.0K | 0.47% | +1,000 | New |
| Options Solutions, LLC | 1,000 | $214.0K | 0.19% | +1,000 | New |
| Kenfarb & Co. | 1,000 | $214.0K | 0.16% | +1,000 | New |
| James Reed Financial Services, Inc. | 999 | $214.0K | 0.20% | +999 | New |
| Cassia Capital Partners, LLC | 1,004 | $215.0K | 0.14% | +1,004 | New |
| Krilogy Financial LLC | 1,010 | $216.0K | 0.02% | +1,010 | New |
| Camden National Bank | 1,010 | $216.0K | 0.04% | +1,010 | New |
| Resonant Capital Advisors, LLC | 1,008 | $216.0K | 0.03% | +1,008 | New |
| Pacific Capital Wealth Advisors, Inc | 1,007 | $216.0K | 0.06% | +1,007 | New |
| Asset Dedication, LLC | 1,015 | $217.0K | 0.03% | −28−2.7% | Reduced |
| Welch Group, LLC | 1,014 | $217.0K | 0.01% | +1,014 | New |
| Hirtle Callaghan & Co LLC | 1,016 | $218.0K | 0.01% | +1,016 | New |
| Sittner & Nelson, LLC | 1,023 | $219.0K | 0.13% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,020 | $219.0K | 0.04% | +150+17.2% | Added |
| Holderness Investments Co | 1,020 | $219.0K | 0.06% | +1,020 | New |
| KC Investment Advisors, LLC | 1,024 | $219.0K | 0.15% | +1,024 | New |
| Curated Wealth Partners LLC | 1,032 | $221.0K | 0.07% | +1,032 | New |
| Five Oceans Advisors | 1,030 | $221.0K | 0.20% | +1,030 | New |
| McCarthy Grittinger Financial Group, LLC | 1,034 | $221.6K | 0.08% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,036 | $222.0K | 0.16% | +1,036 | New |
| Karn, Couzens & Associates, Inc. | 1,036 | $222.0K | 0.15% | +1,036 | New |
| Almanack Investment Partners, LLC. | 1,039 | $223.0K | 0.02% | −400−27.8% | Reduced |
| Summit Financial Strategies, Inc. | 1,043 | $224.0K | 0.04% | −295−22.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,044 | $224.0K | 0.08% | +147+16.4% | Added |
| Capital Advisors Inc | 1,045 | $224.0K | 0.01% | +1,045 | New |
| Telemus Capital, LLC | 1,044 | $224.0K | 0.02% | +1,044 | New |
| Arcus Capital Partners, LLC | 1,046 | $224.0K | 0.08% | +1,046 | New |
| Legacy Capital Partners, Inc. | 1,050 | $225.0K | 0.07% | +1,050 | New |
| L2 Asset Management, LLC | 1,052 | $225.0K | 0.16% | +1,052 | New |
| Sunburst Financial Group, LLC | 1,048 | $225.0K | 0.11% | +1,048 | New |
| Fermata Advisors, LLC | 1,046 | $225.0K | 0.08% | +1,046 | New |
| Reynders McVeigh Capital Management, LLC | 1,055 | $226.0K | 0.01% | +1,055 | New |
| Index Fund Advisors, Inc. | 1,058 | $227.0K | 0.02% | +1,058 | New |
| Gradient Capital Advisors, LLC | 1,059 | $227.0K | 0.09% | +1,059 | New |
| Ballast Advisors LLC | 1,062 | $228.0K | 0.09% | −102−8.8% | Reduced |
| Ifrah Financial Services, Inc. | 1,063 | $228.0K | 0.06% | +1,063 | New |
| Ipswich Investment Management Co., Inc. | 1,065 | $228.0K | 0.05% | +1,065 | New |
| Avaii Wealth Management, LLC | 1,062 | $228.0K | 0.23% | +1,062 | New |
| Sonora Investment Management Group, LLC | 1,063 | $228.0K | 0.03% | +1,063 | New |
| Providence Wealth Advisors, LLC | 1,059 | $229.0K | 0.14% | +1,059 | New |
| Fortitude Advisory Group L.L.C. | 990 | $229.0K | 0.12% | +990 | New |
| Mirador Capital Partners LP | 1,071 | $230.0K | 0.05% | +1,071 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,080 | $231.0K | 0.02% | −3,008−73.6% | Reduced |
| Bridgefront Capital, LLC | 1,079 | $231.0K | 0.22% | +1,079 | New |
| 1776 Wealth LLC | 1,080 | $231.0K | 0.12% | +1,080 | New |
| Carmichael Hill & Associates, Inc. | 1,081 | $232.0K | 0.12% | −9−0.8% | Reduced |
| Fieldpoint Private Securities, LLC | 1,082 | $232.0K | 0.05% | +53+5.2% | Added |
| Continuum Advisory, LLC | 1,083 | $232.0K | 0.05% | +1,083 | New |
| Delphia (USA) Inc. | 1,082 | $232.0K | 0.25% | +1,082 | New |
| Unionview, LLC | 1,089 | $233.0K | 0.22% | +1,089 | New |
| Cutler Group LP | 1,100 | $235.0K | 0.02% | −200−15.4% | Reduced |
| Clare Market Investments LLC | 1,100 | $235.8K | 0.07% | +1,100 | New |
| Essex Investment Management Co LLC | 1,101 | $236.0K | 0.03% | −25−2.2% | Reduced |
| Northside Capital Management, LLC | 1,100 | $236.0K | 0.06% | 00.0% | Unchanged |