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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 3,448 | $739.0K | 0.04% | +3,448 | New |
| Baker Ellis Asset Management LLC | 3,460 | $742.0K | 0.13% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 3,462 | $742.0K | 0.06% | +9+0.3% | Added |
| Family Legacy, Inc. | 3,517 | $743.0K | 0.30% | −25−0.7% | Reduced |
| Nations Financial Group Inc, | 3,473 | $745.0K | 0.10% | +926+36.4% | Added |
| Fukoku Mutual Life Insurance Co | 3,480 | $746.0K | 0.06% | +120+3.6% | Added |
| IFG Advisors, LLC | 3,488 | $748.0K | 0.32% | +17+0.5% | Added |
| Sunflower Bank, N.A. | 3,490 | $748.0K | 0.10% | +111+3.3% | Added |
| Burney Co | 3,498 | $750.0K | 0.03% | −120−3.3% | Reduced |
| Evoke Wealth, LLC | 3,498 | $750.0K | 0.02% | +103+3.0% | Added |
| NTB Financial Corp | 3,497 | $750.0K | 0.52% | +3,497 | New |
| Douglas Lane & Associates, LLC | 3,508 | $752.0K | 0.01% | −185−5.0% | Reduced |
| EverSource Wealth Advisors, LLC | 3,536 | $758.0K | 0.21% | +3,536 | New |
| Secure Asset Management, LLC | 3,543 | $759.0K | 0.31% | +501+16.5% | Added |
| ERTS Wealth Advisors, LLC | 3,552 | $760.0K | 0.18% | −120−3.3% | Reduced |
| McAdam, LLC | 3,552 | $761.0K | 0.08% | −125−3.4% | Reduced |
| Defined Wealth Management, LLC | 3,556 | $762.0K | 0.62% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 3,556 | $762.0K | 0.45% | +3,556 | New |
| Asahi Life Asset Management Co., Ltd. | 3,570 | $765.0K | 0.10% | −390−9.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,573 | $766.0K | 0.23% | +79+2.3% | Added |
| FourThought Financial, LLC | 3,577 | $767.0K | 0.10% | −233−6.1% | Reduced |
| Menard Financial Group LLC | 3,581 | $768.0K | 0.63% | +91+2.6% | Added |
| Sun Life Financial INC | 3,598 | $770.0K | 0.03% | +195+5.7% | Added |
| Little House Capital LLC | 3,605 | $773.0K | 0.41% | +48+1.3% | Added |
| Founders Capital Management | 3,610 | $774.0K | 0.50% | −40−1.1% | Reduced |
| Foundations Investment Advisors, LLC | 3,667 | $775.0K | 0.03% | −644−14.9% | Reduced |
| Pendal Group Limited | 3,627 | $777.0K | 0.01% | −7,950−68.7% | Reduced |
| Pflug Koory, LLC | 3,623 | $777.0K | 0.39% | −85−2.3% | Reduced |
| Ritholtz Wealth Management | 3,623 | $777.0K | 0.05% | +631+21.1% | Added |
| Forum Financial Management, LP | 3,630 | $778.0K | 0.04% | +3,630 | New |
| Corrado Advisors, LLC | 3,647 | $782.0K | 0.47% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 3,647 | $782.0K | 0.60% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 3,681 | $789.0K | 0.10% | +2+0.1% | Added |
| Patten Group, Inc. | 3,688 | $791.0K | 0.21% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,695 | $792.0K | 0.09% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,697 | $793.0K | 0.50% | −200−5.1% | Reduced |
| Dakota Wealth Management | 3,704 | $794.0K | 0.08% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,705 | $794.0K | 0.15% | +283+8.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,716 | $796.0K | 0.60% | +10.0% | Added |
| Reuter James Wealth Management, LLC | 3,730 | $799.0K | 0.31% | +3,730 | New |
| Keudell/Morrison Wealth Management | 3,734 | $800.0K | 0.32% | −185−4.7% | Reduced |
| Terra Nova Asset Management LLC | 3,740 | $802.0K | 0.60% | −275−6.8% | Reduced |
| Heritage Wealth Advisors | 3,749 | $804.0K | 0.04% | +491+15.1% | Added |
| Kingfisher Capital LLC | 3,774 | $809.0K | 0.19% | −26−0.7% | Reduced |
| Grove Bank & Trust | 3,783 | $811.0K | 0.15% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 3,784 | $811.0K | 0.42% | +3,784 | New |
| Tocqueville Asset Management L.P. | 3,795 | $813.0K | 0.01% | −115−2.9% | Reduced |
| Maryland Capital Management | 3,792 | $813.0K | 0.04% | +465+14.0% | Added |
| Concord Wealth Partners | 3,795 | $813.0K | 0.20% | +2,137+128.9% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 3,804 | $815.0K | 0.90% | −190−4.8% | Reduced |
| Salvus Wealth Management, LLC | 3,817 | $818.0K | 0.60% | +129+3.5% | Added |
| Liberty Capital Management, Inc. | 3,850 | $825.0K | 0.22% | −50−1.3% | Reduced |
| Bailard, Inc. | 3,861 | $828.0K | 0.03% | +870+29.1% | Added |
| Wealthsource Partners, LLC | 3,882 | $832.0K | 0.07% | +122+3.2% | Added |
| Carl P. Sherr & Co., LLC | 3,889 | $834.0K | 0.50% | +17+0.4% | Added |
| Balentine LLC | 3,891 | $834.0K | 0.03% | +715+22.5% | Added |
| Claro Advisors LLC | 3,907 | $837.0K | 0.30% | +41+1.1% | Added |
| Pinnacle Private Wealth, LLC | 3,929 | $842.0K | 0.26% | +3,929 | New |
| Maltin Wealth Management, Inc. | 3,933 | $843.0K | 0.51% | −3−0.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,016 | $843.0K | 0.54% | +4,016 | New |
| Ferguson Wellman Capital Management, Inc | 3,941 | $845.0K | 0.02% | −125−3.1% | Reduced |
| Brightworth | 3,949 | $846.0K | 0.08% | −1,353−25.5% | Reduced |
| Northwest Bancshares, Inc. | 3,962 | $849.0K | 0.17% | +122+3.2% | Added |
| Savant Capital, LLC | 3,961 | $849.0K | 0.03% | +266+7.2% | Added |
| Liberty Wealth Management LLC | – | $851.0K | 0.32% | – | – |
| Diamant Asset Management, Inc. | 3,975 | $852.0K | 0.62% | 00.0% | Unchanged |
| Stableford Capital II LLC | 4,211 | $860.0K | 0.36% | +586+16.2% | Added |
| Altus Wealth Group LLC | 4,012 | $860.0K | 0.71% | +201+5.3% | Added |
| First Commonwealth Financial Corp | 4,020 | $861.0K | 0.28% | +11+0.3% | Added |
| Wilkinson Global Asset Management LLC | 4,027 | $863.0K | 0.05% | −16−0.4% | Reduced |
| Lebenthal Global Advisors, LLC | 4,032 | $864.0K | 0.35% | +4,032 | New |
| ETF Managers Group, LLC | 4,047 | $866.0K | 0.02% | +192+5.0% | Added |
| Investors Asset Management of Georgia Inc | 4,052 | $869.0K | 0.41% | −25−0.6% | Reduced |
| Meridian Wealth Management, LLC | 4,058 | $870.0K | 0.09% | −3,489−46.2% | Reduced |
| Thomasville National Bank | 4,059 | $870.0K | 0.08% | +37+0.9% | Added |
| Krane Funds Advisors LLC | 4,065 | $871.0K | 0.02% | −948−18.9% | Reduced |
| Hudson Capital Management LLC | 4,076 | $874.0K | 0.32% | −8−0.2% | Reduced |
| GraniteShares Advisors LLC | 4,097 | $878.0K | 0.41% | +4,097 | New |
| Kanawha Capital Management LLC | 4,103 | $879.0K | 0.07% | +50+1.2% | Added |
| Montecito Bank & Trust | 4,103 | $880.0K | 0.16% | +310+8.2% | Added |
| S&T Bank | 4,113 | $881.0K | 0.13% | 00.0% | Unchanged |
| Eidelman Virant Capital | 4,125 | $885.0K | 0.33% | −100−2.4% | Reduced |
| Lumature Wealth Partners, LLC | 4,131 | $885.0K | 0.34% | +214+5.5% | Added |
| Titleist Asset Management, Ltd. | 4,129 | $885.0K | 0.18% | +4,129 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 4,161 | $892.0K | 0.16% | −588−12.4% | Reduced |
| Covenant Partners, LLC | 4,188 | $898.0K | 0.33% | 00.0% | Unchanged |
| S&CO Inc | 4,190 | $898.0K | 0.06% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,198 | $900.0K | 0.07% | +1,252+42.5% | Added |
| S.A. Mason LLC | 4,205 | $901.0K | 0.54% | 00.0% | Unchanged |
| Duality Advisers, LP | 4,208 | $902.0K | 0.10% | −3,641−46.4% | Reduced |
| Capital Square, LLC | 4,204 | $902.0K | 0.62% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 4,212 | $903.0K | 0.19% | +324+8.3% | Added |
| Perpetual Investment Management Ltd | 4,241 | $909.0K | 0.10% | +125+3.0% | Added |
| CRA Financial Services, LLC | 4,253 | $912.0K | 0.27% | +45+1.1% | Added |
| Stiles Financial Services Inc | 4,258 | $913.0K | 0.44% | +4,258 | New |
| Lakeview Capital Partners, LLC | 4,278 | $917.0K | 0.54% | −579−11.9% | Reduced |
| Trustco Bank Corp N Y | 4,275 | $917.0K | 0.80% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 4,303 | $922.0K | 0.58% | +790+22.5% | Added |
| OmniStar Financial Group, Inc. | 4,313 | $924.0K | 0.95% | +1,657+62.4% | Added |
| Grandview Asset Management LLC | 4,312 | $924.0K | 0.37% | +4,312 | New |