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 |
|---|---|---|---|---|---|
| B. Riley Wealth Management, Inc. | 9,153 | $1.96M | 0.14% | +263+3.0% | Added |
| Wright Investors Service Inc | 9,138 | $1.96M | 0.50% | +9,138 | New |
| Shulman DeMeo Asset Management LLC | 9,125 | $1.96M | 0.51% | +59+0.7% | Added |
| Taylor Hoffman Wealth Management | 9,108 | $1.95M | 0.74% | −77−0.8% | Reduced |
| Mutual Advisors, LLC | 9,076 | $1.95M | 0.10% | +883+10.8% | Added |
| LGT Fund Management Co Ltd. | 9,000 | $1.93M | 0.56% | +9,000 | New |
| Vestcor Inc | 8,989 | $1.93M | 0.07% | −10,628−54.2% | Reduced |
| SeaCrest Wealth Management, LLC | 8,958 | $1.92M | 0.21% | −183−2.0% | Reduced |
| Dynamic Advisor Solutions LLC | 8,862 | $1.90M | 0.14% | −782−8.1% | Reduced |
| Bragg Financial Advisors, Inc | 10,420 | $1.90M | 0.12% | 00.0% | Unchanged |
| Gratus Capital LLC | 8,766 | $1.88M | 0.17% | −192−2.1% | Reduced |
| AMG National Trust Bank | 8,686 | $1.86M | 0.06% | −1,420−14.1% | Reduced |
| American National Insurance Co | 8,670 | $1.86M | 0.41% | −51,760−85.7% | Reduced |
| NEXT Financial Group, Inc | 8,669 | $1.86M | 0.12% | +1,517+21.2% | Added |
| SOA Wealth Advisors, LLC. | 8,683 | $1.86M | 0.45% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 8,662 | $1.86M | 0.80% | −314−3.5% | Reduced |
| Wahed Invest LLC | 8,655 | $1.85M | 1.03% | +8,655 | New |
| Hohimer Wealth Management, LLC | 8,643 | $1.85M | 0.39% | −9−0.1% | Reduced |
| Foresight Capital Management Advisors, Inc. | 8,641 | $1.85M | 1.80% | +8,641 | New |
| Raab & Moskowitz Asset Management LLC | 8,637 | $1.85M | 0.61% | −161−1.8% | Reduced |
| United Bank | 8,619 | $1.85M | 0.23% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 8,560 | $1.83M | 0.33% | +460+5.7% | Added |
| Sawtooth Solutions, LLC | 8,546 | $1.83M | 0.20% | +1,158+15.7% | Added |
| American National Bank | 8,530 | $1.83M | 0.36% | +1,056+14.1% | Added |
| Virtue Capital Management, LLC | 8,506 | $1.82M | 0.27% | −43−0.5% | Reduced |
| United Community Bank | 8,476 | $1.82M | 1.82% | +8,476 | New |
| Central Bank & Trust Co | 8,471 | $1.82M | 0.28% | +305+3.7% | Added |
| Vivid Financial Management, Inc. | 8,423 | $1.80M | 0.67% | −182−2.1% | Reduced |
| Ontario Teachers Pension Plan Board | 8,394 | $1.80M | 0.02% | +2,030+31.9% | Added |
| Kovitz Investment Group Partners, LLC | 10,664 | $1.80M | 0.04% | +1,222+12.9% | Added |
| Clearstead Advisors, LLC | 8,314 | $1.78M | 0.12% | −106−1.3% | Reduced |
| Meeder Asset Management Inc | 8,298 | $1.78M | 0.18% | −13,442−61.8% | Reduced |
| Soltis Investment Advisors LLC | 8,294 | $1.78M | 0.25% | +474+6.1% | Added |
| Silvant Capital Management LLC | 8,277 | $1.77M | 0.30% | +1,341+19.3% | Added |
| Access Financial Services, Inc. | 8,213 | $1.76M | 0.79% | −991−10.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,208 | $1.76M | 0.09% | +415+5.3% | Added |
| KMG Fiduciary Partners, LLC | 8,193 | $1.76M | 0.27% | +605+8.0% | Added |
| Centaurus Financial, Inc. | 8,187 | $1.75M | 0.13% | +538+7.0% | Added |
| Castellan Group, LLC | 8,149 | $1.75M | 1.21% | +230+2.9% | Added |
| Spears Abacus Advisors LLC | 8,147 | $1.75M | 0.12% | 00.0% | Unchanged |
| Greenleaf Trust | 8,130 | $1.74M | 0.02% | +886+12.2% | Added |
| Cinctive Capital Management LP | 8,133 | $1.74M | 0.08% | +8,133 | New |
| Carson Advisory Inc. | 8,082 | $1.73M | 1.75% | +8,082 | New |
| Wharton Business Group, LLC | 8,078 | $1.73M | 0.11% | +8,078 | New |
| Alan B. Lancz & Associates, Inc. | 8,070 | $1.73M | 1.51% | +8,070 | New |
| Alpha Omega Wealth Management LLC | 8,216 | $1.73M | 0.27% | −165−2.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 8,055 | $1.73M | 0.11% | −354−4.2% | Reduced |
| Essex Financial Services, Inc. | 8,041 | $1.72M | 0.17% | −266−3.2% | Reduced |
| Centiva Capital, LP | 8,040 | $1.72M | 0.11% | +8,040 | New |
| Rossmore Private Capital | 8,029 | $1.72M | 0.27% | +245+3.1% | Added |
| HawsGoodwin Investment Management LLC | 8,025 | $1.72M | 0.50% | −203−2.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.72M | 0.52% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 7,997 | $1.71M | 0.17% | −5−0.1% | Reduced |
| Wolff Wiese Magana LLC | 7,992 | $1.71M | 1.11% | −715−8.2% | Reduced |
| Amplius Wealth Advisors, LLC | 7,979 | $1.71M | 0.24% | +7,979 | New |
| Ziegler Capital Management, LLC | 7,970 | $1.71M | 0.06% | −23,600−74.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 7,964 | $1.71M | 0.18% | +734+10.2% | Added |
| First Dallas Securities Inc. | 7,931 | $1.70M | 1.11% | +600+8.2% | Added |
| V Wealth Advisors LLC | 7,893 | $1.69M | 0.25% | −250−3.1% | Reduced |
| Bigelow Investment Advisors, LLC | 7,894 | $1.69M | 0.77% | +34+0.4% | Added |
| Mount Yale Investment Advisors, LLC | 7,891 | $1.69M | 0.18% | +44+0.6% | Added |
| Shepherd Kaplan Krochuk, LLC | 7,876 | $1.69M | 0.62% | −120−1.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 7,855 | $1.68M | 0.80% | +351+4.7% | Added |
| Darwin Advisors, LLC | 8,324 | $1.68M | 0.27% | +1,679+25.3% | Added |
| Cavalier Investments, LLC | 7,858 | $1.68M | 0.44% | +2,487+46.3% | Added |
| Hexagon Capital Partners LLC | 7,846 | $1.68M | 0.44% | +263+3.5% | Added |
| Constitution Capital LLC | 7,810 | $1.67M | 0.89% | −40−0.5% | Reduced |
| Burleson & Company, LLC | 7,799 | $1.67M | 0.24% | 00.0% | Unchanged |
| Leonteq Securities AG | 7,792 | $1.67M | 0.08% | +267+3.5% | Added |
| Aevitas Wealth Management, Inc. | 7,780 | $1.67M | 0.99% | +11+0.1% | Added |
| SevenBridge Financial Group, LLC | 7,776 | $1.67M | 0.50% | +165+2.2% | Added |
| Private Portfolio Partners LLC | 7,775 | $1.67M | 0.43% | +1,491+23.7% | Added |
| Perigon Wealth Management, LLC | 7,766 | $1.67M | 0.12% | +3,787+95.2% | Added |
| Resources Investment Advisors, LLC. | 7,724 | $1.66M | 0.06% | −326−4.0% | Reduced |
| AIMZ Investment Advisors, LLC | 7,725 | $1.66M | 0.64% | +350+4.7% | Added |
| apricus wealth, LLC | 7,720 | $1.66M | 1.48% | +7,720 | New |
| Trust Co of Virginia | 7,706 | $1.65M | 0.16% | +572+8.0% | Added |
| CPWM, LLC | 9,054 | $1.65M | 0.13% | +9,054 | New |
| Lincoln Capital LLC | 7,688 | $1.65M | 0.41% | −122−1.6% | Reduced |
| Duff & Phelps Investment Management Co | 7,673 | $1.65M | 0.02% | +68+0.9% | Added |
| Hancock Whitney Corp | 7,658 | $1.64M | 0.05% | −130−1.7% | Reduced |
| First United Bank Trust | 7,631 | $1.64M | 0.60% | −372−4.6% | Reduced |
| Tradewinds Capital Management, LLC | 7,628 | $1.64M | 0.25% | +10.0% | Added |
| Arvest Trust Co N A | 7,559 | $1.62M | 0.09% | +7,559 | New |
| Azzad Asset Management Inc | 7,555 | $1.62M | 0.22% | +97+1.3% | Added |
| Caldwell Trust Co | 7,516 | $1.61M | 0.19% | +98+1.3% | Added |
| Ascendant Capital Management, LLC | 7,500 | $1.61M | 1.27% | +7,500 | New |
| Equitable Holdings, Inc. | 7,493 | $1.61M | 0.03% | +598+8.7% | Added |
| Ossiam | 7,481 | $1.60M | 0.04% | −37,936−83.5% | Reduced |
| Acadian Asset Management LLC | 7,473 | $1.60M | 0.01% | −40,668−84.5% | Reduced |
| HighTower Trust Services, LTA | 7,445 | $1.60M | 0.16% | +7,445 | New |
| Bradley Foster & Sargent Inc | 7,395 | $1.58M | 0.03% | +2,668+56.4% | Added |
| International Assets Investment Management, LLC | 7,390 | $1.58M | 0.28% | −509−6.4% | Reduced |
| Abbrea Capital, LLC | 7,383 | $1.58M | 0.21% | +310+4.4% | Added |
| Dixon Hubard Feinour & Brown Inc | 7,376 | $1.58M | 0.15% | +7,376 | New |
| YorkBridge Wealth Partners, LLC | 7,366 | $1.58M | 0.35% | −364−4.7% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,357 | $1.58M | 0.52% | +20.0% | Added |
| Hodges Capital Management Inc. | 7,321 | $1.57M | 0.11% | +447+6.5% | Added |
| Amica Retiree Medical Trust | 7,307 | $1.57M | 1.33% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 7,391 | $1.56M | 0.71% | +1,864+33.7% | Added |