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 |
|---|---|---|---|---|---|
| Kistler-Tiffany Companies, LLC | 2,733 | $586.0K | 0.11% | +24+0.9% | Added |
| Sound View Wealth Advisors Group, LLC | 2,743 | $588.0K | 0.11% | +305+12.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,747 | $589.0K | 0.31% | +10.0% | Added |
| Highland Private Wealth Management | 2,764 | $593.0K | 0.08% | +296+12.0% | Added |
| Richwood Investment Advisors, LLC | 2,768 | $593.0K | 0.52% | +2,768 | New |
| Titus Wealth Management | 2,771 | $594.0K | 0.27% | +1,000+56.5% | Added |
| Chemistry Wealth Management LLC | 2,779 | $596.0K | 0.50% | +2,779 | New |
| Next Level Private LLC | 2,779 | $596.0K | 0.50% | +2,779 | New |
| Alliance Wealth Advisors, LLC | 2,786 | $597.0K | 0.49% | +19+0.7% | Added |
| RDA Financial Network | 2,789 | $598.0K | 0.24% | −18−0.6% | Reduced |
| Arete Wealth Advisors, LLC | 2,774 | $598.0K | 0.05% | +205+8.0% | Added |
| Weatherly Asset Management L. P. | 2,799 | $600.0K | 0.07% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 2,809 | $602.0K | 0.33% | +27+1.0% | Added |
| Capital One Financial Corp | 2,822 | $605.0K | 0.07% | −286−9.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,822 | $605.0K | 0.05% | +2,822 | New |
| Principal Street Partners, LLC | 2,826 | $606.0K | 0.15% | +275+10.8% | Added |
| Davidson Trust Co | 2,836 | $608.0K | 0.42% | −78−2.7% | Reduced |
| Westhampton Capital, LLC | 2,845 | $610.0K | 0.37% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 2,852 | $611.0K | 0.90% | +2,852 | New |
| Detalus Advisors, LLC | 2,861 | $613.0K | 0.29% | −200−6.5% | Reduced |
| First International Bank & Trust | 2,858 | $613.0K | 0.22% | +2,858 | New |
| Gray Wealth Management Inc. | 2,870 | $615.0K | 0.31% | +122+4.4% | Added |
| Accel Wealth Management | 2,871 | $615.0K | 0.30% | +516+21.9% | Added |
| Vance Wealth, Inc. | 2,875 | $616.0K | 0.60% | +2,875 | New |
| Tarbox Family Office, Inc. | 2,878 | $617.0K | 0.11% | −22−0.8% | Reduced |
| Choice Wealth Advisors, LLC | 2,883 | $618.0K | 0.45% | −22−0.8% | Reduced |
| Weaver Consulting Group | 2,882 | $618.0K | 0.30% | +129+4.7% | Added |
| Advisors Capital Management, LLC | 2,889 | $619.0K | 0.02% | +283+10.9% | Added |
| Kolinsky Wealth Management, LLC | 2,896 | $621.0K | 0.57% | +2,896 | New |
| Childress Capital Advisors, LLC | 2,901 | $622.0K | 0.26% | +92+3.3% | Added |
| Eudaimonia Advisors LLC | 2,905 | $623.0K | 0.37% | +2,905 | New |
| Corrigan Financial, Inc. | 2,917 | $625.2K | 0.18% | 00.0% | Unchanged |
| Diametric Capital, LP | 2,920 | $626.0K | 0.48% | +2,920 | New |
| Indiana Trust & Investment Management CO | 2,929 | $628.0K | 0.29% | +4+0.1% | Added |
| Meridian Wealth Advisors, LLC | 2,934 | $629.0K | 0.15% | −26−0.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,952 | $633.0K | 0.11% | −1,362−31.6% | Reduced |
| Field & Main Bank | 2,960 | $634.0K | 0.37% | +80+2.8% | Added |
| Chicago Partners Investment Group LLC | 2,973 | $636.0K | 0.05% | −212−6.7% | Reduced |
| Octavia Wealth Advisors, LLC | 2,972 | $637.0K | 0.14% | −38−1.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,971 | $637.0K | 0.04% | +451+17.9% | Added |
| EPG Wealth Management LLC | 2,986 | $640.0K | 0.23% | −36−1.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,001 | $643.0K | 0.05% | +10.0% | Added |
| Lumina Fund Management LLC | 3,000 | $643.0K | 0.26% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 3,000 | $643.0K | 0.51% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 2,998 | $643.0K | 0.04% | +2,998 | New |
| Harbour Capital Advisors, LLC | 3,009 | $645.0K | 0.16% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 3,012 | $646.0K | 0.62% | +3,012 | New |
| Meristem Family Wealth, LLC | 3,025 | $648.0K | 0.06% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 3,026 | $649.0K | 0.11% | −339−10.1% | Reduced |
| Absher Wealth Management, LLC | 3,030 | $649.0K | 0.11% | −309−9.3% | Reduced |
| Selective Wealth Management, Inc. | 3,030 | $649.0K | 0.26% | −250−7.6% | Reduced |
| Formidable Asset Management, LLC | 2,990 | $649.0K | 0.12% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 3,038 | $651.0K | 0.15% | −150−4.7% | Reduced |
| Ausdal Financial Partners, Inc. | 3,046 | $653.0K | 0.09% | +541+21.6% | Added |
| Archer Investment Corp | 3,050 | $653.7K | 0.22% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,072 | $658.0K | 0.20% | +175+6.0% | Added |
| Minot Wealth Management LLC | 3,088 | $662.0K | 0.13% | −10.0% | Reduced |
| Jeppson Wealth Management, LLC | 3,087 | $662.0K | 0.32% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 3,096 | $664.0K | 0.08% | +35+1.1% | Added |
| Roberts Glore & Co Inc | 3,098 | $664.0K | 0.17% | +73+2.4% | Added |
| Cornerstone Advisory, LLC | 3,101 | $665.0K | 0.10% | +2+0.1% | Added |
| Harvest Fund Management Co., Ltd | 3,108 | $665.0K | 0.11% | +839+37.0% | Added |
| Essex Savings Bank | 3,108 | $666.0K | 0.23% | −57−1.8% | Reduced |
| Vigilant Capital Management, LLC | 3,107 | $666.0K | 0.05% | +1,500+93.3% | Added |
| Blodgett Wealth Advisors, LLC | 3,111 | $667.0K | 0.52% | +3,111 | New |
| Mission Creek Capital Partners, Inc. | 3,132 | $671.0K | 0.13% | −219−6.5% | Reduced |
| Dearborn Partners LLC | 3,137 | $672.0K | 0.02% | +933+42.3% | Added |
| E&G Advisors, LP | 3,162 | $678.0K | 0.17% | −100−3.1% | Reduced |
| Parkside Financial Bank & Trust | 3,165 | $679.0K | 0.17% | −192−5.7% | Reduced |
| King Wealth | 3,181 | $682.0K | 0.13% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 3,190 | $684.0K | 0.07% | −140−4.2% | Reduced |
| Thrive Capital Management, LLC | 3,216 | $689.0K | 0.45% | −4,638−59.1% | Reduced |
| MA Private Wealth | 3,215 | $689.0K | 0.12% | +30+0.9% | Added |
| Quest Capital Management Inc | 3,219 | $690.0K | 0.12% | +25+0.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,222 | $691.0K | 0.02% | +81+2.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,228 | $692.0K | 0.04% | +138+4.5% | Added |
| Powers Advisory Group, LLC | 3,244 | $695.0K | 0.49% | +3,244 | New |
| Western Wealth Management, LLC | 3,219 | $696.0K | 0.07% | +3,219 | New |
| Cornerstone Wealth Group, LLC | 3,260 | $699.0K | 0.12% | −134−3.9% | Reduced |
| Golden State Wealth Management, LLC | 3,266 | $700.0K | 0.12% | +1,894+138.0% | Added |
| CenterStar Asset Management, LLC | – | $701.0K | 0.53% | – | New |
| Center for Financial Planning, Inc. | 3,304 | $708.0K | 0.14% | −130−3.8% | Reduced |
| Summit X, LLC | 3,317 | $711.0K | 0.17% | +145+4.6% | Added |
| AMJ Financial Wealth Management | 3,329 | $714.0K | 0.26% | +1,205+56.7% | Added |
| Financial Advisory Service, Inc. | 3,329 | $714.0K | 0.07% | +1,308+64.7% | Added |
| Mirova | 3,333 | $714.0K | 0.09% | +1,970+144.5% | Added |
| Successful Portfolios LLC | 3,336 | $715.0K | 0.39% | −3−0.1% | Reduced |
| Landmark Financial Advisors, LLC | 3,342 | $716.0K | 0.32% | +100+3.1% | Added |
| Global Trust Asset Management, LLC | 3,340 | $716.0K | 0.28% | +1,300+63.7% | Added |
| Summit Asset Management, LLC | 3,344 | $717.0K | 0.20% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 3,353 | $719.0K | 0.60% | +3,353 | New |
| Montis Financial, LLC | 3,370 | $722.0K | 0.52% | +10.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,380 | $724.0K | 0.18% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,384 | $725.0K | 0.04% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 3,382 | $725.0K | 0.70% | +3,382 | New |
| First Nebraska Trust Co | 3,391 | $726.8K | 0.09% | 00.0% | Unchanged |
| SFMG, LLC | 3,390 | $727.0K | 0.07% | −265−7.3% | Reduced |
| Moneta Group Investment Advisors LLC | 3,396 | $728.0K | 0.03% | −7,499−68.8% | Reduced |
| Roble, Belko & Company, Inc | 3,431 | $735.0K | 0.14% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,447 | $738.0K | 0.02% | +643+22.9% | Added |