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Livermore
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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.

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
TCI Wealth Advisors, Inc.1,404$301.0K0.04%−194−12.1%Reduced
Golden State Equity Partners1,403$301.0K0.15%−161−10.3%Reduced
David Loasby1,406$301.0K0.04%+125+9.8%Added
Summit Financial Group Inc1,402$301.0K0.10%+1,402New
WMG Financial Advisors, LLC1,405$301.0K0.23%+1,405New
Burke & Herbert Bank & Trust Co1,405$302.0K0.18%00.0%Unchanged
WBH Advisory Inc1,407$302.0K0.03%+301+27.2%Added
Prestige Wealth Management Group LLC1,426$306.0K0.07%+203+16.6%Added
MAS Advisors LLC1,429$306.0K0.23%+1,429New
Planning Center, Inc.1,317$306.0K0.24%+1,317New
Holistic Financial Partners1,430$307.0K0.18%+99+7.4%Added
Summit Trail Advisors, LLC1,434$307.0K0.02%+122+9.3%Added
Brown Advisory Securities, LLC1,446$308.0K0.13%−1,150−44.3%Reduced
Berkeley Capital Partners, LLC1,437$308.0K0.13%−67−4.5%Reduced
Spreng Capital Management, Inc.1,440$308.0K0.18%+1,440New
Guardian Wealth Advisors, LLC1,435$308.0K0.13%+1,435New
Capstone Wealth Management Group, LLC1,435$308.0K0.25%+1,435New
Oak Asset Management, LLC1,441$309.0K0.12%00.0%Unchanged
Davis R M Inc1,452$311.0K0.01%+116+8.7%Added
Insight Advisors, LLC1,457$312.0K0.09%+107+7.9%Added
Harvey Investment Co LLC1,458$313.0K0.04%00.0%Unchanged
Tiemann Investment Advisors, LLC1,467$314.0K0.13%00.0%Unchanged
Compton Capital Management Inc1,470$315.0K0.08%00.0%Unchanged
Frisch Financial Group, Inc.1,469$315.0K0.10%+57+4.0%Added
CWS Financial Advisors, LLC1,471$315.0K0.11%+1,471New
Ambassador Advisors, LLC1,475$316.0K0.06%00.0%Unchanged
Crescent Capital Consulting, LLC1,073$316.0K0.05%+4+0.4%Added
Horan Securities, Inc.1,475$316.0K0.19%+1,475New
Graypoint LLC1,479$317.0K0.03%+272+22.5%Added
Abacus Planning Group, Inc.1,479$317.0K0.08%+1,479New
Retirement Planning Co of New England, Inc.1,488$318.0K0.15%+1,488New
Wealth Effects LLC1,489$319.0K0.13%+1,489New
CX Institutional1,495$320.0K0.03%−7,122−82.7%Reduced
Enhancing Capital LLC1,492$320.0K0.35%+1,492New
Truehand, Inc1,500$322.0K0.19%−400−21.1%Reduced
Aptus Capital Advisors, LLC1,502$322.0K0.01%−249−14.2%Reduced
Rbo & Co LLC1,500$322.0K0.05%00.0%Unchanged
SBK Financial, Inc.1,500$322.0K0.26%+1,500New
Inscription Capital, LLC1,509$323.0K0.09%00.0%Unchanged
Brandywine Oak Private Wealth LLC1,516$324.0K0.04%−22−1.4%Reduced
Neo Ivy Capital Management1,523$326.0K0.47%+1,523New
Transparent Wealth Partners LLC1,532$328.0K0.25%+1,532New
CoreCap Advisors, LLC1,533$329.0K0.02%+1,533New
First PREMIER Bank1,537$330.0K0.09%00.0%Unchanged
Calton & Associates, Inc.1,550$332.0K0.09%−25−1.6%Reduced
Boltwood Capital Management1,560$334.0K0.12%00.0%Unchanged
Sage Rhino Capital LLC1,558$334.0K0.09%+31+2.0%Added
McKinley Carter Wealth Services, Inc.1,562$335.0K0.02%−16−1.0%Reduced
Chase Investment Counsel Corp1,564$335.0K0.13%+13+0.8%Added
Opal Wealth Advisors, LLC1,562$335.0K0.21%+364+30.4%Added
Elgethun Capital Management1,591$336.0K0.12%+8+0.5%Added
Hall Laurie J Trustee1,570$337.0K0.12%−30−1.9%Reduced
PYA Waltman Capital, LLC1,573$337.0K0.17%00.0%Unchanged
Walleye Capital LLC1,573$337.0K0.01%+1,573New
Becker Capital Management Inc1,577$338.0K0.01%−227−12.6%Reduced
BSW Wealth Partners1,576$338.0K0.08%−37−2.3%Reduced
Means Investment Co., Inc.1,597$342.0K0.06%+3+0.2%Added
Kercheville Advisors, LLC1,601$343.0K0.15%−100−5.9%Reduced
Onyx Bridge Wealth Group LLC1,606$343.0K0.12%+276+20.8%Added
Wealth Advisors of Tampa Bay, LLC1,600$343.0K0.08%+1,600New
E Fund Management Co., Ltd.1,607$344.0K0.01%+30+1.9%Added
Avestar Capital, LLC1,604$344.0K0.06%+179+12.6%Added
Aspiriant, LLC1,611$345.0K0.02%+134+9.1%Added
Sather Financial Group Inc1,619$347.0K0.03%00.0%Unchanged
Icapital Wealth LLC1,617$347.0K0.13%+1,617New
Sofos Investments, Inc.1,070$348.0K0.03%+1,068+53,400.0%Added
Tower Wealth Partners, Inc.1,630$349.0K0.35%+1,630New
LexAurum Advisors, LLC1,637$351.0K0.11%−50−3.0%Reduced
Platform Technology Partners1,638$351.0K0.15%+45+2.8%Added
Verity Asset Management, Inc.1,643$352.0K0.21%−25−1.5%Reduced
Foster & Motley Inc1,644$352.0K0.03%+25+1.5%Added
Budros, Ruhlin & Roe, Inc.1,661$356.0K0.04%+1,661New
Wealth Management Associates, Inc.1,667$357.4K0.19%+350+26.6%Added
Polar Asset Management Partners Inc.1,672$358.0K0.00%+1,672New
M. Kraus & Co1,676$359.0K0.11%00.0%Unchanged
NovaPoint Capital, LLC1,678$360.0K0.13%−1,038−38.2%Reduced
Pluribus Labs, LLC1,681$360.0K0.38%+1,681New
Level Four Advisory Services, LLC1,698$364.0K0.03%+1,698New
Vigilare Wealth Management1,702$365.0K0.22%−224−11.6%Reduced
Pinnacle Family Advisors, LLC1,707$366.0K0.17%−11−0.6%Reduced
Prelude Capital Management, LLC1,708$366.0K0.02%+1,708New
Essex LLC1,724$370.0K0.10%−50−2.8%Reduced
Convergence Investment Partners, LLC1,732$371.0K0.19%−90−4.9%Reduced
Certified Advisory Corp1,737$372.0K0.08%+1+0.1%Added
Brewin Dolphin Ltd1,746$374.0K0.02%−270−13.4%Reduced
Mather Group, LLC.1,747$374.0K0.01%+121+7.4%Added
Security National Bank of So Dak1,748$375.0K0.25%00.0%Unchanged
Hancock Whitney Investment Services Inc.1,737$375.0K0.07%+1,737New
Strategic Blueprint, LLC1,754$376.0K0.05%+511+41.1%Added
Ridgecrest Wealth Partners, LLC1,763$378.0K0.18%00.0%Unchanged
Wellington Shields Capital Management, LLC1,777$381.0K0.05%00.0%Unchanged
Dana Investment Advisors, Inc.1,784$382.0K0.02%00.0%Unchanged
Bill Few Associates, Inc.1,795$385.0K0.20%+1,795New
Cladis Investment Advisory, LLC1,797$385.2K0.31%+1,797New
WC Walker & Associates, Inc.1,871$386.0K0.19%00.0%Unchanged
Creative Financial Designs Inc1,799$386.0K0.06%+40+2.3%Added
Platte River Wealth Advisors, LLC1,835$388.0K0.13%−165−8.3%Reduced
Legacy Bridge, LLC1,817$389.0K0.20%00.0%Unchanged
Coyle Financial Counsel LLC1,814$389.0K0.23%+3+0.2%Added
TCWP LLC1,815$389.0K0.08%+1,815New