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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 7,276 | $1.56M | 0.14% | +576+8.6% | Added |
| Patton Albertson Miller Group, LLC | 7,275 | $1.56M | 0.25% | −10−0.1% | Reduced |
| Change Path, LLC | 7,270 | $1.56M | 0.08% | +547+8.1% | Added |
| D.B. Root & Company, LLC | 7,240 | $1.55M | 0.56% | +1,640+29.3% | Added |
| Castleview Partners, LLC | 331,798 | $1.55M | 0.01% | +331,798 | New |
| Payden & Rygel | 7,200 | $1.54M | 0.07% | +1,800+33.3% | Added |
| Guardian Capital Advisors LP | 7,286 | $1.54M | 0.15% | −154−2.1% | Reduced |
| Fundamentun, LLC | 7,169 | $1.54M | 0.24% | +272+3.9% | Added |
| Adams Chetwood Wealth Management LLC | 7,167 | $1.54M | 1.04% | +11+0.2% | Added |
| Nwam LLC | 7,163 | $1.53M | 0.12% | −1,559−17.9% | Reduced |
| Highland Capital Management, LLC | 7,132 | $1.53M | 0.09% | −210−2.9% | Reduced |
| SNS Financial Group, LLC | 7,123 | $1.53M | 0.18% | −260−3.5% | Reduced |
| TFG Advisers LLC | 7,086 | $1.52M | 0.66% | +135+1.9% | Added |
| Pantheon Investment Group, LLC | 7,049 | $1.51M | 1.19% | +1,857+35.8% | Added |
| Symmetry Partners, LLC | 7,056 | $1.51M | 0.10% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 7,052 | $1.51M | 1.15% | +7,052 | New |
| Edgestream Partners, L.P. | 7,042 | $1.51M | 0.09% | +231+3.4% | Added |
| Diligent Investors, LLC | 7,016 | $1.50M | 0.42% | −75−1.1% | Reduced |
| Hartford Financial Management Inc. | 7,000 | $1.50M | 0.35% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,999 | $1.50M | 0.15% | +102+1.5% | Added |
| Csenge Advisory Group | 7,129 | $1.50M | 0.13% | −87−1.2% | Reduced |
| Coastal Investment Advisors, Inc. | 6,950 | $1.49M | 0.33% | −129−1.8% | Reduced |
| Ativo Capital Management LLC | 6,937 | $1.49M | 0.66% | 00.0% | Unchanged |
| First Farmers & Merchants Bank / Trust | 6,898 | $1.48M | 1.47% | +6,898 | New |
| Modera Wealth Management, LLC | 6,896 | $1.48M | 0.06% | +6,896 | New |
| Private Wealth Strategies, L.L.C. | 6,848 | $1.47M | 0.34% | −30−0.4% | Reduced |
| MSH Capital Advisors LLC | 6,844 | $1.47M | 0.66% | +6,844 | New |
| Lavaca Capital LLC | 6,828 | $1.46M | 0.65% | +386+6.0% | Added |
| First Financial Bank - Trust Division | 6,822 | $1.46M | 0.15% | −124−1.8% | Reduced |
| Royal Fund Management, LLC | 6,813 | $1.46M | 0.21% | −3,303−32.7% | Reduced |
| Founders Financial Alliance, LLC | 6,793 | $1.46M | 0.59% | +641+10.4% | Added |
| Cornerstone Capital, Inc. | 6,777 | $1.45M | 0.15% | +295+4.6% | Added |
| Sentry Investment Management LLC | 6,778 | $1.45M | 0.38% | +4,365+180.9% | Added |
| AdvisorNet Financial, Inc | 6,764 | $1.45M | 0.09% | −28−0.4% | Reduced |
| Bollard Group LLC | 6,746 | $1.45M | 0.05% | +33+0.5% | Added |
| Meridian Financial Partners LLC | 7,047 | $1.44M | 0.97% | +301+4.5% | Added |
| Washburn Capital Management, Inc. | 6,670 | $1.43M | 0.85% | −200−2.9% | Reduced |
| Wrapmanager Inc | 6,623 | $1.42M | 0.35% | +342+5.4% | Added |
| Trail Ridge Investment Advisors, LLC | 6,624 | $1.42M | 0.85% | +6,624 | New |
| Parsons Capital Management Inc | 6,622 | $1.42M | 0.10% | −378−5.4% | Reduced |
| Pegasus Partners Ltd. | 6,602 | $1.42M | 0.25% | −2,317−26.0% | Reduced |
| Montag A & Associates Inc | 6,593 | $1.41M | 0.07% | +288+4.6% | Added |
| Founders Financial Securities LLC | 6,589 | $1.41M | 0.25% | +42+0.6% | Added |
| Wealthspire Advisors, LLC | 6,576 | $1.41M | 0.03% | −796−10.8% | Reduced |
| Compton Wealth Advisory Group, LLC | 6,568 | $1.41M | 0.60% | +1,697+34.8% | Added |
| ACG Wealth | 6,565 | $1.41M | 0.20% | −542−7.6% | Reduced |
| Nixon Peabody Trust Co | 6,532 | $1.40M | 0.42% | +57+0.9% | Added |
| SRB Corp | 6,526 | $1.40M | 0.07% | −2,280−25.9% | Reduced |
| Carmel Capital Partners, LLC | 6,497 | $1.39M | 1.04% | +6,497 | New |
| Allworth Financial LP | 6,478 | $1.39M | 0.02% | +376+6.2% | Added |
| Summit Financial, LLC | 6,451 | $1.38M | 0.11% | +1,764+37.6% | Added |
| Marshall Financial Group LLC | 6,430 | $1.38M | 0.51% | +4,254+195.5% | Added |
| Northstar Group, Inc. | 6,410 | $1.37M | 0.33% | +23+0.4% | Added |
| Sendero Wealth Management, LLC | 6,385 | $1.37M | 0.61% | +6,385 | New |
| Harel Insurance Investments & Financial Services Ltd. | 6,400 | $1.37M | 0.03% | +2,175+51.5% | Added |
| Independent Financial Group, LLC | 6,381 | $1.37M | 0.11% | −1,660−20.6% | Reduced |
| Trust Investment Advisors | 6,356 | $1.36M | 1.07% | +297+4.9% | Added |
| Metis Global Partners, LLC | 6,345 | $1.36M | 0.38% | +6,345 | New |
| Checchi Capital Advisers, LLC | 6,342 | $1.36M | 0.15% | −68−1.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,339 | $1.36M | 0.26% | +347+5.8% | Added |
| Berkshire Asset Management LLC | 6,329 | $1.36M | 0.08% | +160+2.6% | Added |
| Davidson Capital Management Inc. | 6,321 | $1.35M | 0.74% | +276+4.6% | Added |
| Corsicana & Co. | 6,295 | $1.35M | 0.82% | −565−8.2% | Reduced |
| Traynor Capital Management, Inc. | 6,284 | $1.35M | 0.16% | +12+0.2% | Added |
| Regent Investment Management LLC | 6,286 | $1.35M | 0.29% | +211+3.5% | Added |
| American National Registered Investment Advisor, Inc. | 6,278 | $1.35M | 0.44% | −10.0% | Reduced |
| Wintrust Investments LLC | 6,241 | $1.34M | 0.13% | −34−0.5% | Reduced |
| Voya Financial Advisors, Inc. | 6,241 | $1.33M | 0.15% | +60+1.0% | Added |
| IFG Advisory, LLC | 6,179 | $1.32M | 0.13% | +118+1.9% | Added |
| Manhattan West Asset Management, LLC | 6,178 | $1.32M | 0.79% | +6,178 | New |
| Marks Group Wealth Management, Inc | 6,152 | $1.32M | 0.16% | +1,286+26.4% | Added |
| Credential Qtrade Securities Inc. | 6,167 | $1.32M | 0.09% | +1,812+41.6% | Added |
| Clarius Group, LLC | 6,162 | $1.32M | 0.10% | +222+3.7% | Added |
| TCM Advisors, LLC | 6,200 | $1.32M | 1.17% | +6,200 | New |
| Byrne Asset Management LLC | 6,129 | $1.31M | 0.85% | +6,129 | New |
| Washington Trust Co | 6,125 | $1.31M | 0.05% | −122,299−95.2% | Reduced |
| Waldron Private Wealth LLC | 6,130 | $1.31M | 0.06% | +250+4.3% | Added |
| Redmond Asset Management, LLC | 6,094 | $1.31M | 0.36% | +168+2.8% | Added |
| Meitav Dash Investments Ltd | 6,085 | $1.30M | 0.02% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 6,071 | $1.30M | 0.10% | −599−9.0% | Reduced |
| NBT Bank N A | 6,069 | $1.30M | 0.17% | +90+1.5% | Added |
| Pettyjohn, Wood & White, Inc | 6,061 | $1.30M | 0.27% | −300−4.7% | Reduced |
| Brown Capital Management LLC | 6,067 | $1.30M | 0.01% | −127−2.1% | Reduced |
| Probity Advisors, Inc. | 6,049 | $1.30M | 0.26% | −116−1.9% | Reduced |
| Brown Miller Wealth Management, LLC | 6,035 | $1.29M | 0.74% | +337+5.9% | Added |
| Harbor Investment Advisory, LLC | 6,004 | $1.29M | 0.16% | +327+5.8% | Added |
| Resource Management, LLC | 5,998 | $1.29M | 0.13% | +741+14.1% | Added |
| Alaethes Wealth LLC | 5,975 | $1.28M | 0.81% | +166+2.9% | Added |
| Investors Research Corp | 5,964 | $1.28M | 0.39% | 00.0% | Unchanged |
| Bank of Hawaii | 5,945 | $1.27M | 0.07% | −263−4.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 5,945 | $1.27M | 0.37% | +4,487+307.8% | Added |
| Gleason Group, Inc. | 5,924 | $1.27M | 0.41% | +30+0.5% | Added |
| Herbst Group, LLC | 5,900 | $1.26M | 0.78% | +5,900 | New |
| Lombard Odier Asset Management (Switzerland) SA | 5,866 | $1.26M | 0.08% | +5,866 | New |
| Meyer Handelman Co | 5,800 | $1.24M | 0.05% | +1,600+38.1% | Added |
| 44 Wealth Management LLC | 5,785 | $1.24M | 0.43% | +352+6.5% | Added |
| Loveless Wealth Management LLC | 5,710 | $1.22M | 0.67% | +35+0.6% | Added |
| Old Port Advisors | 5,651 | $1.22M | 0.41% | +118+2.1% | Added |
| Colonial Trust Advisors | 5,678 | $1.22M | 0.14% | +200+3.7% | Added |
| Gyon Technologies Capital Management, LP | 5,676 | $1.22M | 0.22% | +5,676 | New |