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 |
|---|---|---|---|---|---|
| Stokes Family Office, LLC | 1,831 | $392.0K | 0.05% | +26+1.4% | Added |
| Aua Capital Management, LLC | 1,831 | $392.0K | 0.23% | +308+20.2% | Added |
| Trust Co of Kansas | 1,835 | $393.0K | 0.21% | −76−4.0% | Reduced |
| Teza Capital Management LLC | 1,833 | $393.0K | 0.11% | +280+18.0% | Added |
| Stony Point Wealth Management Inc. | 1,848 | $396.0K | 0.21% | +386+26.4% | Added |
| Abacus Wealth Partners, LLC | 1,851 | $396.7K | 0.14% | −53−2.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,850 | $397.0K | 0.03% | +62+3.5% | Added |
| Barber Financial Group, Inc. | 1,858 | $398.0K | 0.05% | −761−29.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,856 | $398.0K | 0.15% | +73+4.1% | Added |
| Smithfield Trust Co | 1,892 | $399.0K | 0.02% | 00.0% | Unchanged |
| Unio Capital LLC | 1,861 | $399.0K | 1.42% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,864 | $399.0K | 0.10% | +301+19.3% | Added |
| Leavell Investment Management, Inc. | 1,868 | $400.0K | 0.03% | +44+2.4% | Added |
| TBH Global Asset Management, LLC | 1,871 | $401.0K | 0.08% | +1,871 | New |
| O'Rourke & Company, Inc | 1,871 | $401.0K | 0.27% | +1,871 | New |
| Staley Capital Advisers Inc | 1,880 | $403.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,882 | $403.0K | 0.09% | +9+0.5% | Added |
| Perfromance Wealth Partners, LLC | 1,891 | $405.0K | 0.02% | +1,891 | New |
| Lester Murray Antman dba SimplyRich | 1,892 | $406.0K | 0.13% | +13+0.7% | Added |
| Wellington Shields & Co., LLC | 1,905 | $408.0K | 0.08% | −200−9.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,905 | $408.0K | 0.10% | +52+2.8% | Added |
| Crescent Grove Advisors, LLC | 1,907 | $409.0K | 0.04% | −956−33.4% | Reduced |
| New England Asset Management Inc | 1,914 | $410.0K | 0.01% | −1,100−36.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,914 | $410.0K | 0.11% | +24+1.3% | Added |
| National Wealth Management Group, LLC | 1,916 | $410.6K | 0.38% | +1,916 | New |
| Greenwood Gearhart Inc | 1,916 | $411.0K | 0.06% | +1,916 | New |
| Harfst & Associates, Inc. | 1,920 | $411.0K | 0.10% | +1,920 | New |
| Investment Partners, Ltd. | 1,921 | $412.0K | 0.17% | +2+0.1% | Added |
| DSC Advisors, L.P. | 1,921 | $412.0K | 0.48% | +350+22.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,924 | $412.0K | 0.19% | +1,280+198.8% | Added |
| Meadow Creek Wealth Advisors LLC | 1,923 | $412.0K | 0.39% | +1,923 | New |
| Wedmont Private Capital | 1,969 | $414.0K | 0.13% | +1,969 | New |
| Bray Capital Advisors | 1,934 | $415.0K | 0.10% | +4+0.2% | Added |
| Kings Point Capital Management | 1,939 | $416.0K | 0.03% | +138+7.7% | Added |
| Benedict Financial Advisors Inc | 1,947 | $417.0K | 0.11% | +7+0.4% | Added |
| Investment Advisory Services Inc | 1,947 | $417.0K | 0.23% | +39+2.0% | Added |
| Washington Trust Bank | 1,952 | $419.0K | 0.04% | +369+23.3% | Added |
| West Family Investments, Inc. | 1,961 | $420.0K | 0.12% | −280−12.5% | Reduced |
| PFS Partners, LLC | 1,963 | $420.7K | 0.31% | +1,963 | New |
| Measured Wealth Private Client Group, LLC | 1,967 | $422.0K | 0.15% | +50+2.6% | Added |
| Advisors Preferred, LLC | 1,990 | $425.0K | 0.04% | −310−13.5% | Reduced |
| Vista Capital Partners, Inc. | 1,985 | $425.0K | 0.05% | +9+0.5% | Added |
| Gouws Capital LLC | 1,985 | $425.0K | 0.34% | +1,985 | New |
| Round Table Services, LLC | 1,998 | $428.0K | 0.08% | +98+5.2% | Added |
| Park Circle Co | 2,000 | $429.0K | 0.35% | 00.0% | Unchanged |
| Rice Partnership, LLC | 2,000 | $429.0K | 0.12% | 00.0% | Unchanged |
| FIDELIS iM, LLC | 2,000 | $429.0K | 0.25% | 00.0% | Unchanged |
| Vista Investment Management | 2,002 | $429.0K | 0.23% | +202+11.2% | Added |
| Caerus Investment Advisors, LLC | 2,002 | $429.0K | 0.49% | +2,002 | New |
| Mill Capital Management, LLC | 2,000 | $429.0K | 0.04% | +2,000 | New |
| Crestwood Advisors Group LLC | 2,008 | $430.0K | 0.01% | −48−2.3% | Reduced |
| West Coast Financial LLC | 2,012 | $431.0K | 0.06% | +118+6.2% | Added |
| WESPAC Advisors, LLC | 2,014 | $432.0K | 0.29% | +456+29.3% | Added |
| Sustainable Insight Capital Management, LLC | 2,022 | $433.0K | 0.23% | +53+2.7% | Added |
| Thoroughbred Financial Services, LLC | 2,022 | $433.0K | 0.09% | +580+40.2% | Added |
| LVM Capital Management Ltd | 2,028 | $435.0K | 0.06% | −45−2.2% | Reduced |
| Jones Financial Companies LLLP | 2,028 | $435.0K | 0.00% | +186+10.1% | Added |
| Laird Norton Trust Company, LLC | 2,031 | $435.0K | 0.04% | +222+12.3% | Added |
| Renasant Bank | 2,034 | $436.0K | 0.30% | +10.0% | Added |
| Money Concepts Capital Corp | 2,034 | $436.0K | 0.04% | +2,034 | New |
| Gryphon Financial Partners LLC | 2,042 | $437.0K | 0.09% | −44−2.1% | Reduced |
| Aire Advisors, LLC | 2,030 | $437.0K | 0.19% | +2,030 | New |
| Adirondack Trust Co | 2,050 | $439.0K | 0.21% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,049 | $439.0K | 0.12% | −123−5.7% | Reduced |
| Spirit of America Management Corp | 2,050 | $439.0K | 0.09% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 2,047 | $439.0K | 0.17% | +3+0.1% | Added |
| Game Plan Financial Advisors, LLC | 2,046 | $439.0K | 0.23% | +2,046 | New |
| Navellier & Associates Inc | 2,061 | $442.0K | 0.06% | −31−1.5% | Reduced |
| Somerset Trust Co | 2,060 | $442.0K | 0.16% | +454+28.3% | Added |
| Beaton Management Co. Inc. | 2,078 | $445.0K | 0.27% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,066 | $445.0K | 0.41% | +2,066 | New |
| Van Hulzen Asset Management, LLC | 2,092 | $448.0K | 0.05% | +385+22.6% | Added |
| Latitude Advisors, LLC | 2,094 | $449.0K | 0.13% | +16+0.8% | Added |
| Gamco Investors, Inc. Et Al | 2,100 | $450.0K | 0.00% | −493−19.0% | Reduced |
| Univest Financial Corp | 2,098 | $450.0K | 0.11% | −355−14.5% | Reduced |
| Atlas Brown,Inc. | 2,099 | $450.0K | 0.17% | +3+0.1% | Added |
| Jefferies Group LLC | 2,103 | $450.8K | 0.01% | +2,103 | New |
| M&G Investment Management Ltd | 2,115 | $453.0K | 0.00% | −58,801−96.5% | Reduced |
| Allen Capital Group, LLC | 2,128 | $456.0K | 0.06% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 2,125 | $456.0K | 0.16% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,131 | $457.0K | 0.04% | −39−1.8% | Reduced |
| Joel Isaacson & Co., LLC | 2,132 | $457.0K | 0.03% | +25+1.2% | Added |
| Wolverine Trading, LLC | 2,137 | $457.0K | 0.01% | +2,137 | New |
| Great Diamond Partners, LLC | 2,141 | $458.0K | 0.12% | +35+1.7% | Added |
| Opus Capital Group, LLC | 2,137 | $458.0K | 0.09% | +549+34.6% | Added |
| Beaumont Financial Partners, LLC | 2,141 | $459.0K | 0.03% | −500−18.9% | Reduced |
| BLB&B Advisors, LLC | 2,139 | $459.0K | 0.03% | −465−17.9% | Reduced |
| McRae Capital Management Inc | 2,147 | $460.0K | 0.10% | +3+0.1% | Added |
| Longfellow Investment Management Co LLC | 2,146 | $460.0K | 0.07% | +2,146 | New |
| Skba Capital Management LLC | 2,150 | $461.0K | 0.09% | −500−18.9% | Reduced |
| Weybosset Research & Management LLC | 2,150 | $461.0K | 0.17% | −100−4.4% | Reduced |
| Quad-Cities Investment Group, LLC | 2,152 | $461.0K | 0.29% | +10.0% | Added |
| HFR Wealth Management, LLC | 2,152 | $461.0K | 0.12% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 2,155 | $462.0K | 0.07% | +2,155 | New |
| Ocean Capital Management, LLC | 2,158 | $463.0K | 0.18% | +2,158 | New |
| Advisors Management Group Inc | 2,165 | $464.0K | 0.14% | +10.0% | Added |
| Quent Capital, LLC | 2,166 | $464.0K | 0.10% | +2,166 | New |
| Enterprise Financial Services Corp | 2,176 | $466.0K | 0.07% | −6,945−76.1% | Reduced |
| Pearl River Capital, LLC | 2,183 | $468.0K | 0.13% | +2,183 | New |
| Peoples Financial Services Corp. | 2,195 | $470.0K | 0.18% | 00.0% | Unchanged |