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 |
|---|---|---|---|---|---|
| Smith, Salley & Associates | 12,145 | $2.60M | 0.18% | +238+2.0% | Added |
| Granite Investment Partners, LLC | 12,123 | $2.60M | 0.08% | −40−0.3% | Reduced |
| Ieq Capital, LLC | 12,053 | $2.58M | 0.06% | +103+0.9% | Added |
| IBM Retirement Fund | 12,050 | $2.58M | 0.32% | −8,413−41.1% | Reduced |
| GHP Investment Advisors, Inc. | 11,949 | $2.56M | 0.18% | −67−0.6% | Reduced |
| Siena Capital LLC | 11,884 | $2.55M | 1.46% | +11,884 | New |
| Neville Rodie & Shaw Inc | 11,862 | $2.54M | 0.18% | −200−1.7% | Reduced |
| SWS Partners | 11,858 | $2.54M | 1.45% | −300−2.5% | Reduced |
| Cox Capital Mgt LLC | 11,859 | $2.54M | 1.50% | +102+0.9% | Added |
| Veriti Management LLC | 11,845 | $2.54M | 0.33% | +638+5.7% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 11,807 | $2.53M | 1.55% | −52,313−81.6% | Reduced |
| Gifford Fong Associates | 11,800 | $2.53M | 0.44% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 11,778 | $2.52M | 0.65% | +457+4.0% | Added |
| IFP Advisors, Inc | 11,695 | $2.52M | 0.05% | −58−0.5% | Reduced |
| Great Valley Advisor Group, Inc. | 13,136 | $2.51M | 0.16% | +10+0.1% | Added |
| Optimum Investment Advisors | 11,668 | $2.50M | 0.97% | −998−7.9% | Reduced |
| Natixis | 11,551 | $2.48M | 0.01% | −109,799−90.5% | Reduced |
| Geneos Wealth Management Inc. | 11,511 | $2.47M | 0.09% | +238+2.1% | Added |
| Deseret Mutual Benefit Administrators | 11,484 | $2.46M | 0.41% | −1,173−9.3% | Reduced |
| Cypress Capital Group | 11,459 | $2.46M | 0.31% | +6,174+116.8% | Added |
| Capital Insight Partners, LLC | 11,453 | $2.46M | 0.50% | −1,347−10.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,126 | $2.45M | 1.03% | +26+0.2% | Added |
| Hedges Asset Management LLC | 11,428 | $2.45M | 1.90% | +11,428 | New |
| Logan Capital Management Inc | 11,419 | $2.45M | 0.11% | +119+1.1% | Added |
| True North Advisors, LLC | 11,328 | $2.43M | 0.41% | +83+0.7% | Added |
| Cary Street Partners Asset Management LLC | 11,327 | $2.43M | 0.52% | +9,997+751.7% | Added |
| TD Private Client Wealth LLC | 11,310 | $2.42M | 0.10% | −521−4.4% | Reduced |
| Private Trust Co NA | 11,279 | $2.42M | 0.33% | +30.0% | Added |
| Gamble Jones Investment Counsel | 11,228 | $2.41M | 0.14% | 00.0% | Unchanged |
| Howland Capital Management LLC | 11,180 | $2.40M | 0.12% | −28−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 11,202 | $2.39M | 0.23% | +742+7.1% | Added |
| Harrington Investments, INC | 11,136 | $2.39M | 1.28% | −740−6.2% | Reduced |
| Pitcairn Co | 11,123 | $2.38M | 0.15% | +1,350+13.8% | Added |
| Gabelli Funds LLC | 11,100 | $2.38M | 0.02% | +50+0.5% | Added |
| NorthCrest Asset Manangement, LLC | 11,055 | $2.37M | 0.13% | +11,055 | New |
| Old National Bancorp | 11,009 | $2.36M | 0.08% | −576−5.0% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 11,000 | $2.36M | 1.62% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 10,985 | $2.35M | 1.34% | −50.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 10,979 | $2.35M | 0.71% | +219+2.0% | Added |
| Transcend Wealth Collective, LLC | 10,921 | $2.34M | 0.21% | +1,009+10.2% | Added |
| Vident Investment Advisory, LLC | 10,923 | $2.34M | 0.06% | +4,269+64.2% | Added |
| Norway Savings Bank | 10,878 | $2.33M | 1.02% | −114−1.0% | Reduced |
| Decatur Capital Management, Inc. | 10,820 | $2.32M | 1.37% | −139−1.3% | Reduced |
| Arrow Financial Corp | 10,813 | $2.32M | 0.27% | −800−6.9% | Reduced |
| Integrated Wealth Concepts LLC | 10,804 | $2.32M | 0.07% | +908+9.2% | Added |
| Independence Bank of Kentucky | 10,772 | $2.31M | 0.94% | −1,239−10.3% | Reduced |
| EP Wealth Advisors, LLC | 10,674 | $2.29M | 0.05% | +195+1.9% | Added |
| Cypress Capital, LLC | 10,636 | $2.28M | 0.26% | +363+3.5% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 10,617 | $2.28M | 0.14% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 10,542 | $2.26M | 0.06% | −797−7.0% | Reduced |
| Fulcrum Asset Management LLP | – | $2.26M | 1.10% | – | – |
| Chicago Trust Co NA | 10,512 | $2.25M | 0.45% | +670+6.8% | Added |
| Pensionfund DSM Netherlands | 10,500 | $2.25M | 0.26% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 10,487 | $2.25M | 1.31% | −95−0.9% | Reduced |
| Cornerstone Investment Partners, LLC | 10,468 | $2.24M | 0.12% | −4,975−32.2% | Reduced |
| BKD Wealth Advisors, LLC | 10,467 | $2.24M | 0.09% | +115+1.1% | Added |
| Sandy Spring Bank | 10,456 | $2.24M | 0.11% | −512−4.7% | Reduced |
| StoneX Group Inc. | 10,410 | $2.23M | 0.26% | +3,914+60.3% | Added |
| Hilltop Holdings Inc. | 10,388 | $2.23M | 0.23% | +1,045+11.2% | Added |
| Knuff & Co LLC | 10,237 | $2.19M | 0.68% | +2,065+25.3% | Added |
| Profund Advisors LLC | 10,182 | $2.18M | 0.07% | −445−4.2% | Reduced |
| Advance Capital Management, Inc. | 10,121 | $2.17M | 0.44% | +10,121 | New |
| CAPROCK Group, Inc. | 10,095 | $2.16M | 0.18% | −3,544−26.0% | Reduced |
| Rockland Trust Co | 10,090 | $2.16M | 0.14% | −972−8.8% | Reduced |
| JLB & Associates Inc | 10,050 | $2.15M | 0.31% | +181+1.8% | Added |
| American Assets Investment Management, LLC | 10,000 | $2.14M | 0.23% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9,977 | $2.14M | 0.19% | +1,002+11.2% | Added |
| Premier Asset Management LLC | 9,887 | $2.12M | 0.37% | −9,283−48.4% | Reduced |
| Schechter Investment Advisors, LLC | 9,880 | $2.12M | 0.19% | +9,880 | New |
| Aberdeen Wealth Management LLC | 9,833 | $2.11M | 1.37% | +10.0% | Added |
| Gofen & Glossberg LLC | 9,815 | $2.10M | 0.05% | −1,405−12.5% | Reduced |
| Moloney Securities Asset Management, LLC | 9,779 | $2.10M | 0.36% | +525+5.7% | Added |
| SeaBridge Investment Advisors LLC | 9,765 | $2.09M | 0.67% | −3,647−27.2% | Reduced |
| ForthRight Wealth Management, LLC | 9,754 | $2.09M | 1.14% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,736 | $2.09M | 0.07% | −344−3.4% | Reduced |
| Moneywise, Inc. | 9,713 | $2.08M | 1.34% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 9,707 | $2.08M | 0.06% | −510−5.0% | Reduced |
| Coastline Trust Co | 9,678 | $2.08M | 0.24% | +423+4.6% | Added |
| Snowden Capital Advisors LLC | 9,673 | $2.07M | 0.11% | −3,117−24.4% | Reduced |
| Werlinich Asset Management, LLC | 9,645 | $2.07M | 1.51% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 9,624 | $2.06M | 0.72% | +9,624 | New |
| Tokio Marine Asset Management Co Ltd | 9,582 | $2.05M | 0.16% | +424+4.6% | Added |
| Fiduciary Trust Co | 9,560 | $2.05M | 0.03% | +1,055+12.4% | Added |
| Financial Architects, Inc | 9,527 | $2.04M | 0.28% | −10−0.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 9,492 | $2.04M | 0.04% | −159−1.6% | Reduced |
| Investmark Advisory Group LLC | 9,476 | $2.03M | 1.90% | +9,476 | New |
| Prime Capital Investment Advisors, LLC | 9,432 | $2.02M | 0.11% | +6,898+272.2% | Added |
| Ascension Asset Management LLC | 9,416 | $2.02M | 1.20% | −150−1.6% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 9,411 | $2.02M | 1.83% | +9,411 | New |
| WT Wealth Management | 9,399 | $2.02M | 0.74% | +227+2.5% | Added |
| Dean Investment Associates, LLC | 9,368 | $2.01M | 0.35% | −20.0% | Reduced |
| Pacific Global Investment Management CO | 9,342 | $2.00M | 0.37% | +46+0.5% | Added |
| Modus Advisors, LLC | 9,334 | $2.00M | 0.85% | −580−5.9% | Reduced |
| CWM, LLC | 9,282 | $1.99M | 0.01% | +9,282 | New |
| Simmons Bank | 9,253 | $1.98M | 0.14% | −163−1.7% | Reduced |
| Stone Point Wealth LLC | 9,235 | $1.98M | 1.61% | +9,235 | New |
| Keystone Financial Group | 9,205 | $1.97M | 0.32% | +298+3.3% | Added |
| Carnegie Capital Asset Management, LLC | 9,183 | $1.97M | 0.06% | −2,504−21.4% | Reduced |
| Financial Consulate, Inc | 9,176 | $1.97M | 0.68% | −45−0.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 9,165 | $1.96M | 0.02% | +758+9.0% | Added |