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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 2,199 | $470.0K | 0.39% | +121+5.8% | Added |
| KRS Capital Management, LLC | 2,195 | $470.0K | 0.40% | +2,195 | New |
| Reitz Capital Advisors LLC | 2,267 | $471.0K | 0.33% | −89−3.8% | Reduced |
| Matrix Private Capital Group LLC | 2,196 | $471.0K | 0.22% | +159+7.8% | Added |
| Leisure Capital Management | 2,205 | $473.0K | 0.22% | −74−3.2% | Reduced |
| DF Dent & Co Inc | 2,217 | $475.0K | 0.00% | +6+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 2,218 | $475.0K | 0.10% | +55+2.5% | Added |
| Aries Wealth Management | 2,216 | $475.0K | 0.18% | +60+2.8% | Added |
| Capital Wealth Planning, LLC | 2,226 | $477.0K | 0.01% | −50,654−95.8% | Reduced |
| Northeast Financial Consultants Inc | 2,229 | $477.0K | 0.03% | −1,960−46.8% | Reduced |
| Morse Asset Management, Inc | 2,225 | $477.0K | 0.11% | +2,225 | New |
| Colonial River Wealth Management, LLC | 2,231 | $478.0K | 0.26% | +2,231 | New |
| Etfidea, LLC | 2,234 | $478.8K | 0.19% | +2,234 | New |
| Thrive Wealth Management, LLC | 2,236 | $479.0K | 0.16% | +2,236 | New |
| Beaird Harris Wealth Management, LLC | 2,245 | $481.0K | 0.18% | +2,245 | New |
| Mystic Asset Management, Inc. | 2,253 | $482.0K | 0.23% | +2,253 | New |
| Tradition Wealth Management, LLC | 2,264 | $485.0K | 0.06% | +5+0.2% | Added |
| US Asset Management LLC | 2,268 | $486.0K | 0.47% | −4−0.2% | Reduced |
| Sutton Wealth Advisors Inc. | 2,274 | $487.4K | 0.16% | +5+0.2% | Added |
| Winthrop Advisory Group LLC | 2,276 | $488.0K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,276 | $488.0K | 0.21% | +267+13.3% | Added |
| NCM Capital Management, LLC | 2,292 | $491.0K | 0.44% | +2,292 | New |
| Old Mission Investment Co LLC | 2,295 | $491.9K | 0.18% | 00.0% | Unchanged |
| Narwhal Capital Management | 2,297 | $492.0K | 0.06% | +3+0.1% | Added |
| Red Wave Investments LLC | 2,295 | $492.0K | 0.17% | 00.0% | Unchanged |
| Grace Capital | 2,300 | $493.0K | 0.29% | +400+21.1% | Added |
| Hamilton Capital, LLC | 2,309 | $495.0K | 0.04% | +2,309 | New |
| Ledyard National Bank | 2,318 | $497.0K | 0.05% | +17+0.7% | Added |
| Vicus Capital | 1,963 | $500.0K | 0.05% | +1,963 | New |
| Cambridge Trust Co | 2,345 | $503.0K | 0.02% | +149+6.8% | Added |
| 360 Financial, Inc. | 2,358 | $505.0K | 0.23% | −108−4.4% | Reduced |
| Bank Ozk | 2,357 | $505.0K | 0.21% | −35−1.5% | Reduced |
| Versant Capital Management, Inc | 2,356 | $505.0K | 0.16% | −8−0.3% | Reduced |
| American Trust | 2,356 | $505.0K | 0.04% | +2,356 | New |
| Proficio Capital Partners LLC | 2,367 | $507.0K | 0.07% | −32−1.3% | Reduced |
| Erste Asset Management GmbH | 2,365 | $507.5K | 0.01% | −997−29.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,376 | $509.0K | 0.01% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,523 | $510.0K | 0.11% | −255−9.2% | Reduced |
| TNF LLC | 2,470 | $510.0K | 0.21% | +28+1.1% | Added |
| TRUE Private Wealth Advisors | 2,381 | $510.0K | 0.07% | −31−1.3% | Reduced |
| RFG Advisory, LLC | 2,388 | $512.0K | 0.04% | −563−19.1% | Reduced |
| Personal Cfo Solutions, LLC | 2,391 | $513.0K | 0.10% | −62−2.5% | Reduced |
| Marks Wealth, LLC | 2,400 | $514.0K | 0.16% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 2,400 | $514.0K | 0.46% | +100+4.3% | Added |
| blooom, inc. | 2,406 | $515.0K | 0.39% | +23+1.0% | Added |
| Baker Boyer National Bank | 2,411 | $517.0K | 0.24% | +2,411 | New |
| SRS Capital Advisors, Inc. | 2,423 | $519.0K | 0.07% | +447+22.6% | Added |
| Cobblestone Capital Advisors LLC | 2,425 | $520.0K | 0.03% | +275+12.8% | Added |
| SignalPoint Asset Management, LLC | 2,452 | $525.0K | 0.16% | −25−1.0% | Reduced |
| Quantinno Capital Management LP | 2,451 | $526.0K | 0.10% | +648+35.9% | Added |
| Fort Sheridan Advisors LLC | 2,460 | $527.0K | 0.15% | 00.0% | Unchanged |
| NTV Asset Management LLC | 2,457 | $527.0K | 0.09% | +2+0.1% | Added |
| Nicolet Bankshares Inc | 2,467 | $529.0K | 0.12% | −100−3.9% | Reduced |
| Founders Capital Management, LLC | 2,475 | $530.0K | 0.11% | 00.0% | Unchanged |
| Crossvault Capital Management LLC | 2,473 | $530.0K | 0.16% | +23+0.9% | Added |
| First City Capital Management, Inc. | 2,360 | $531.0K | 0.30% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 2,479 | $531.0K | 0.30% | +281+12.8% | Added |
| Andesa Financial Management Inc. | 2,486 | $533.0K | 0.26% | +380+18.0% | Added |
| BCJ Capital Management, LLC | 2,501 | $536.0K | 0.05% | −806−24.4% | Reduced |
| Bluesphere Advisors, LLC | 2,499 | $536.0K | 0.45% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 2,503 | $536.0K | 0.03% | +2,503 | New |
| Corundum Group, Inc. | 2,505 | $537.0K | 0.35% | +493+24.5% | Added |
| Cadence Bank NA | 2,510 | $538.0K | 0.15% | 00.0% | Unchanged |
| MD Financial Management Inc. | 2,516 | $539.0K | 0.01% | −7,814−75.6% | Reduced |
| Pacitti Group Inc. | 2,526 | $541.0K | 0.35% | +2+0.1% | Added |
| Cabot Wealth Management Inc | 2,527 | $542.0K | 0.07% | −106−4.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,531 | $542.0K | 0.15% | +66+2.7% | Added |
| Silverlake Wealth Management LLC | 2,531 | $542.4K | 0.29% | +2,531 | New |
| Stuart Chaussee & Associates, Inc. | 2,534 | $543.0K | 0.23% | +87+3.6% | Added |
| WealthShield Partners, LLC | 2,546 | $546.0K | 0.09% | +672+35.9% | Added |
| Retirement Guys Formula LLC | 2,546 | $546.0K | 0.43% | +2,546 | New |
| Shufro Rose & Co LLC | 2,550 | $547.0K | 0.04% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,555 | $548.0K | 0.05% | +2,555 | New |
| Cannon Financial Strategists, Inc. | 2,561 | $548.9K | 0.20% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 2,560 | $549.0K | 0.22% | +3+0.1% | Added |
| First Citizens Bank & Trust Co | 2,581 | $553.0K | 0.02% | −36−1.4% | Reduced |
| Cohen & Steers, Inc. | 2,578 | $553.0K | 0.00% | 00.0% | Unchanged |
| Peavine Capital, LLC | 2,600 | $557.0K | 0.11% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,601 | $558.0K | 0.07% | +10.0% | Added |
| RB Capital Management, LLC | 2,608 | $559.0K | 0.17% | +13+0.5% | Added |
| CoreFirst Bank & Trust | 2,622 | $562.0K | 0.36% | −20−0.8% | Reduced |
| Flagship Harbor Advisors, LLC | 2,628 | $563.0K | 0.05% | +42+1.6% | Added |
| ASB Consultores, LLC | 2,627 | $563.0K | 0.28% | +2,627 | New |
| IMS Capital Management | 2,633 | $564.0K | 0.29% | −4,598−63.6% | Reduced |
| N.E.W. Advisory Services LLC | 2,636 | $565.0K | 0.09% | +32+1.2% | Added |
| Blueprint Investment Partners LLC | 2,636 | $565.0K | 0.14% | +1,797+214.2% | Added |
| Gilman Hill Asset Management, LLC | 2,640 | $566.0K | 0.13% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 2,644 | $567.0K | 0.18% | +2,644 | New |
| Bank of Nova Scotia Trust Co | 2,650 | $568.0K | 0.05% | +1,100+71.0% | Added |
| Traverso Chambers Private Wealth Management, LLC | 2,653 | $569.0K | 0.17% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,669 | $569.0K | 0.18% | +432+19.3% | Added |
| Windsor Group LTD | 2,627 | $571.0K | 0.10% | +695+36.0% | Added |
| Mechanics Financial Corp | 2,675 | $573.0K | 0.27% | +2,675 | New |
| Qtron Investments LLC | 2,678 | $574.0K | 0.13% | +1,525+132.3% | Added |
| Lake Street Financial LLC | 2,684 | $575.0K | 0.10% | +1,078+67.1% | Added |
| SC&H Financial Advisors, Inc. | 2,700 | $579.0K | 0.32% | +2,700 | New |
| Redhawk Wealth Advisors, Inc. | 2,727 | $584.0K | 0.15% | −325−10.6% | Reduced |
| Texas Capital Bancshares Inc | 2,724 | $584.0K | 0.35% | −7−0.3% | Reduced |
| MidWestOne Financial Group, Inc. | 2,733 | $585.0K | 0.12% | +912+50.1% | Added |
| West Paces Advisors Inc. | 2,732 | $585.6K | 0.18% | +398+17.1% | Added |