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 |
|---|---|---|---|---|---|
| Bangor Savings Bank | 5,673 | $1.22M | 0.12% | +599+11.8% | Added |
| MBB Public Markets I LLC | 5,674 | $1.22M | 0.02% | +5,674 | New |
| Fernwood Investment Management, LLC | 5,663 | $1.21M | 0.40% | −100−1.7% | Reduced |
| Wilson & Boucher Capital Management, LLC | 5,665 | $1.21M | 1.09% | +5,665 | New |
| Legacy Wealth Asset Management, LLC | 5,587 | $1.20M | 0.41% | −40−0.7% | Reduced |
| Solitude Financial Services | 5,583 | $1.20M | 0.80% | −100−1.8% | Reduced |
| Triangle Securities Wealth Management | 5,508 | $1.18M | 0.37% | −134−2.4% | Reduced |
| Blackston Financial Advisory Group, LLC | 5,510 | $1.18M | 0.68% | +5,510 | New |
| JT Stratford LLC | 5,507 | $1.18M | 0.32% | +47+0.9% | Added |
| De Burlo Group Inc | 5,504 | $1.18M | 0.17% | +2,115+62.4% | Added |
| Avantax Planning Partners, Inc. | 5,497 | $1.18M | 0.05% | −224−3.9% | Reduced |
| LVW Advisors, LLC | 5,498 | $1.18M | 0.20% | +359+7.0% | Added |
| FRG Family Wealth Advisors LLC | 5,480 | $1.18M | 0.22% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 5,479 | $1.17M | 0.05% | −953−14.8% | Reduced |
| LCNB Corp | 5,462 | $1.17M | 0.54% | +112+2.1% | Added |
| Jaffetilchin Investment Partners, LLC | 5,461 | $1.17M | 0.11% | +770+16.4% | Added |
| Argent Advisors, Inc. | 5,456 | $1.17M | 0.63% | +300+5.8% | Added |
| Trustcore Financial Services, LLC | 5,429 | $1.16M | 0.13% | −718−11.7% | Reduced |
| Brighton Jones LLC | 5,433 | $1.16M | 0.05% | +559+11.5% | Added |
| First Hawaiian Bank | 5,427 | $1.16M | 0.03% | −176−3.1% | Reduced |
| Clear Perspective Advisors, LLC | 5,417 | $1.16M | 0.35% | +9+0.2% | Added |
| Ropes Wealth Advisors LLC | 5,412 | $1.16M | 0.20% | +1,078+24.9% | Added |
| Mission Wealth Management, LP | 5,396 | $1.16M | 0.05% | +1,704+46.2% | Added |
| Intrust Bank NA | 5,375 | $1.15M | 0.14% | +45+0.8% | Added |
| Kovack Advisors, Inc. | 5,372 | $1.15M | 0.11% | −434−7.5% | Reduced |
| Wolff Financial Management LLC | 5,368 | $1.15M | 0.44% | +5,368 | New |
| MTM Investment Management, LLC | 5,359 | $1.15M | 0.55% | −144−2.6% | Reduced |
| Proequities, Inc. | 5,351 | $1.15M | 0.07% | +1,959+57.8% | Added |
| Archford Capital Strategies, LLC | 5,325 | $1.14M | 0.26% | +513+10.7% | Added |
| Mitchell Sinkler & Starr | 5,320 | $1.14M | 0.34% | +263+5.2% | Added |
| Paragon Financial Partners, Inc. | 5,319 | $1.14M | 0.94% | +5,319 | New |
| Paces Ferry Wealth Advisors, LLC | 5,315 | $1.14M | 0.82% | −230−4.1% | Reduced |
| Baader Bank INC | 5,300 | $1.14M | 0.09% | +5,300 | New |
| Axiom Financial Strategies, LLC | 5,277 | $1.13M | 0.51% | −96−1.8% | Reduced |
| Confluence Wealth Services, Inc. | 5,260 | $1.13M | 0.36% | +5,260 | New |
| Affinity Wealth Management LLC | 5,502 | $1.12M | 0.23% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,244 | $1.12M | 0.01% | +1,642+45.6% | Added |
| Braun-Bostich & Associates Inc. | 5,502 | $1.12M | 0.27% | +3,081+127.3% | Added |
| LifeGuide Financial Advisors, LLC | 5,244 | $1.12M | 0.84% | +5,244 | New |
| Allred Capital Management, LLC | 5,239 | $1.12M | 0.54% | −38−0.7% | Reduced |
| Boyd Watterson Asset Management LLC | 5,233 | $1.12M | 0.37% | −7−0.1% | Reduced |
| Barden Capital Management, Inc. | 5,213 | $1.12M | 1.06% | +5,213 | New |
| Vanguard Capital Wealth Advisors | 5,210 | $1.12M | 0.80% | +941+22.0% | Added |
| Shelton Capital Management | 5,192 | $1.11M | 0.04% | −48−0.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,194 | $1.11M | 0.09% | +3,608+227.5% | Added |
| First Affirmative Financial Network | 5,186 | $1.11M | 1.02% | −120−2.3% | Reduced |
| Marino, Stram & Associates LLC | 5,186 | $1.11M | 0.34% | +175+3.5% | Added |
| Silicon Valley Community Foundation | 5,185 | $1.11M | 0.07% | +5,185 | New |
| DT Investment Partners, LLC | 5,178 | $1.11M | 0.14% | −301−5.5% | Reduced |
| Roman Butler Fullerton & Co | 5,177 | $1.11M | 0.49% | +5,177 | New |
| Buttonwood Financial Advisors Inc. | 5,177 | $1.11M | 1.09% | +5,177 | New |
| Hyman Charles D | 5,158 | $1.11M | 0.07% | −80−1.5% | Reduced |
| Quadrant Capital Group LLC | 5,148 | $1.10M | 0.13% | +1,962+61.6% | Added |
| 55I, LLC | 5,140 | $1.10M | 0.03% | +5,140 | New |
| CPR Investments Inc. | 5,140 | $1.10M | 0.79% | +5,140 | New |
| Park Avenue Securities LLC | 5,134 | $1.10M | 0.02% | −50−1.0% | Reduced |
| Intellectus Partners, LLC | 5,112 | $1.10M | 0.28% | −359−6.6% | Reduced |
| VeraBank, N.A. | 5,106 | $1.09M | 0.55% | +257+5.3% | Added |
| Community Trust & Investment Co | 5,100 | $1.09M | 0.08% | −60−1.2% | Reduced |
| Ar Asset Management Inc | 5,100 | $1.09M | 0.28% | 00.0% | Unchanged |
| 1st Source Bank | 5,044 | $1.08M | 0.06% | −361−6.7% | Reduced |
| ZWJ Investment Counsel Inc | 5,035 | $1.08M | 0.06% | 00.0% | Unchanged |
| Terry L. Blaker | 5,028 | $1.08M | 0.08% | −86−1.7% | Reduced |
| Annex Advisory Services, LLC | 5,030 | $1.08M | 0.07% | +258+5.4% | Added |
| Mirabella Financial Services LLP | 5,031 | $1.08M | 0.11% | +5,031 | New |
| DAGCO, Inc. | 5,023 | $1.08M | 0.42% | −599−10.7% | Reduced |
| First National Bank of South Miami | 5,015 | $1.07M | 0.65% | +396+8.6% | Added |
| Legacy Advisors, LLC | 5,012 | $1.07M | 0.39% | −75−1.5% | Reduced |
| Engine No. 1 LLC | 4,990 | $1.07M | 0.22% | +1,055+26.8% | Added |
| Oakworth Capital, Inc. | 4,968 | $1.06M | 0.09% | +793+19.0% | Added |
| Lindbrook Capital, LLC | 4,952 | $1.06M | 0.16% | +4,225+581.2% | Added |
| Southeast Asset Advisors Inc. | 4,945 | $1.06M | 0.15% | −3−0.1% | Reduced |
| Ancora Advisors, LLC | 4,938 | $1.06M | 0.03% | −762−13.4% | Reduced |
| JBJ Investment Partners, LLC | 4,928 | $1.06M | 0.22% | −2,833−36.5% | Reduced |
| Smith, Moore & Co. | 4,929 | $1.06M | 0.15% | −20−0.4% | Reduced |
| Regal Investment Advisors LLC | 4,913 | $1.05M | 0.09% | −659−11.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,900 | $1.05M | 0.21% | +347+7.6% | Added |
| Dividend Assets Capital, LLC | 4,878 | $1.05M | 0.19% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 4,880 | $1.05M | 0.35% | +4,880 | New |
| Advisor Resource Council | 4,876 | $1.04M | 0.08% | +4,876 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,868 | $1.04M | 0.01% | 00.0% | Unchanged |
| Peterson Wealth Management | 4,853 | $1.04M | 0.69% | +167+3.6% | Added |
| Pettee Investors, Inc. | 4,840 | $1.04M | 0.43% | 00.0% | Unchanged |
| Rothschild Investment Corp | 4,838 | $1.04M | 0.08% | +400+9.0% | Added |
| Range Financial Group LLC | 4,832 | $1.04M | 0.68% | +203+4.4% | Added |
| Strategic Wealth Designers | 4,828 | $1.03M | 0.27% | −180−3.6% | Reduced |
| ProVise Management Group, LLC | 4,830 | $1.03M | 0.09% | +1,039+27.4% | Added |
| Wealth Alliance | 4,821 | $1.03M | 0.21% | +302+6.7% | Added |
| Boston Family Office LLC | 4,816 | $1.03M | 0.07% | +1,954+68.3% | Added |
| Paloma Partners Management Co | 4,813 | $1.03M | 0.03% | +4,813 | New |
| GYL Financial Synergies, LLC | 4,801 | $1.03M | 0.28% | +138+3.0% | Added |
| City State Bank | 4,800 | $1.03M | 0.63% | +4,800 | New |
| Teamwork Financial Advisors, LLC | 4,793 | $1.03M | 0.19% | −559−10.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 4,790 | $1.03M | 0.33% | +10.0% | Added |
| Chicago Capital, LLC | 4,790 | $1.03M | 0.04% | +43+0.9% | Added |
| Busey Wealth Management | 4,759 | $1.02M | 0.04% | +3+0.1% | Added |
| Stoneridge Investment Partners LLC | 4,750 | $1.02M | 0.47% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,740 | $1.02M | 0.14% | −546−10.3% | Reduced |
| Wealth Management Partners, LLC | 5,000 | $1.01M | 0.70% | +64+1.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,705 | $1.01M | 0.18% | 00.0% | Unchanged |