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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 4,699 | $1.01M | 0.03% | −86−1.8% | Reduced |
| Barings LLC | 4,677 | $1.00M | 0.03% | −673−12.6% | Reduced |
| Capital Asset Advisory Services LLC | 4,673 | $1.00M | 0.11% | −622−11.7% | Reduced |
| Banque Pictet & Cie SA | 4,677 | $1.00M | 0.01% | +185+4.1% | Added |
| Evermay Wealth Management LLC | 4,668 | $1.00M | 0.18% | +300+6.9% | Added |
| Elk River Wealth Management, LLC | 4,664 | $1.00M | 0.23% | −150−3.1% | Reduced |
| NVWM, LLC | 4,655 | $998.0K | 0.31% | +82+1.8% | Added |
| Legacy Financial Advisors, Inc. | 4,654 | $998.0K | 0.23% | +376+8.8% | Added |
| Orion Portfolio Solutions, LLC | 4,646 | $996.0K | 0.03% | +210+4.7% | Added |
| Valmark Advisers, Inc. | 4,640 | $995.0K | 0.02% | +148+3.3% | Added |
| Eads & Heald Wealth Management | 4,640 | $994.0K | 0.43% | +142+3.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,600 | $986.0K | 0.44% | +443+10.7% | Added |
| Country Trust Bank | 4,591 | $984.0K | 0.03% | +3,644+384.8% | Added |
| Barr E S & Co | 4,577 | $981.0K | 0.07% | −37−0.8% | Reduced |
| Assetmark, Inc | 4,569 | $979.0K | 0.00% | +846+22.7% | Added |
| IVC Wealth Advisors LLC | 4,559 | $977.0K | 0.63% | −258−5.4% | Reduced |
| Segment Wealth Management, LLC | 4,560 | $977.0K | 0.10% | +1,689+58.8% | Added |
| Lyell Wealth Management, LP | 4,543 | $974.0K | 0.11% | +33+0.7% | Added |
| WestHill Financial Advisors, Inc. | 4,538 | $973.0K | 0.27% | +10.0% | Added |
| JFS Wealth Advisors, LLC | 4,533 | $972.0K | 0.09% | +294+6.9% | Added |
| Harbour Investments, Inc. | 4,496 | $964.0K | 0.06% | −9,842−68.6% | Reduced |
| HM Payson & Co | 4,494 | $963.0K | 0.02% | +11+0.2% | Added |
| Cooper Financial Group | 4,488 | $962.0K | 0.36% | −372−7.7% | Reduced |
| Signet Financial Management, LLC | 4,474 | $959.0K | 0.15% | +39+0.9% | Added |
| Palumbo Wealth Management LLC | 4,476 | $959.0K | 0.60% | +148+3.4% | Added |
| Western Financial Corporation | 4,470 | $958.0K | 0.50% | +581+14.9% | Added |
| Principle Wealth Partners LLC | 4,456 | $955.0K | 0.10% | +177+4.1% | Added |
| Harrison & Co Wealth Management, LLC | 4,420 | $947.0K | 0.80% | +4,420 | New |
| Echo Street Capital Management LLC | 4,409 | $945.0K | 0.01% | +4,409 | New |
| Glen Eagle Advisors, LLC | 4,376 | $938.0K | 0.24% | +65+1.5% | Added |
| MKT Advisors LLC | 4,680 | $931.0K | 0.73% | +4,680 | New |
| Eqis Capital Management, Inc. | 4,333 | $929.0K | 0.07% | +175+4.2% | Added |
| SBB Research Group LLC | 4,327 | $928.0K | 0.14% | +4,327 | New |
| Lantz Financial LLC | 4,316 | $925.0K | 0.43% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,318 | $925.0K | 0.07% | +256+6.3% | 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 |
| Profit Investment Management, LLC | 4,303 | $922.0K | 0.58% | +790+22.5% | Added |
| 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 |
| Stiles Financial Services Inc | 4,258 | $913.0K | 0.44% | +4,258 | New |
| CRA Financial Services, LLC | 4,253 | $912.0K | 0.27% | +45+1.1% | Added |
| Perpetual Investment Management Ltd | 4,241 | $909.0K | 0.10% | +125+3.0% | Added |
| Procyon Private Wealth Partners, LLC | 4,212 | $903.0K | 0.19% | +324+8.3% | Added |
| 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 |
| S.A. Mason LLC | 4,205 | $901.0K | 0.54% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,198 | $900.0K | 0.07% | +1,252+42.5% | Added |
| Covenant Partners, LLC | 4,188 | $898.0K | 0.33% | 00.0% | Unchanged |
| S&CO Inc | 4,190 | $898.0K | 0.06% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 4,161 | $892.0K | 0.16% | −588−12.4% | Reduced |
| 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 |
| S&T Bank | 4,113 | $881.0K | 0.13% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,103 | $880.0K | 0.16% | +310+8.2% | Added |
| Kanawha Capital Management LLC | 4,103 | $879.0K | 0.07% | +50+1.2% | Added |
| GraniteShares Advisors LLC | 4,097 | $878.0K | 0.41% | +4,097 | New |
| Hudson Capital Management LLC | 4,076 | $874.0K | 0.32% | −8−0.2% | Reduced |
| Krane Funds Advisors LLC | 4,065 | $871.0K | 0.02% | −948−18.9% | 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 |
| Investors Asset Management of Georgia Inc | 4,052 | $869.0K | 0.41% | −25−0.6% | Reduced |
| ETF Managers Group, LLC | 4,047 | $866.0K | 0.02% | +192+5.0% | Added |
| Lebenthal Global Advisors, LLC | 4,032 | $864.0K | 0.35% | +4,032 | New |
| Wilkinson Global Asset Management LLC | 4,027 | $863.0K | 0.05% | −16−0.4% | Reduced |
| First Commonwealth Financial Corp | 4,020 | $861.0K | 0.28% | +11+0.3% | Added |
| 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 |
| Diamant Asset Management, Inc. | 3,975 | $852.0K | 0.62% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | – | $851.0K | 0.32% | – | – |
| 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 |
| Brightworth | 3,949 | $846.0K | 0.08% | −1,353−25.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,941 | $845.0K | 0.02% | −125−3.1% | Reduced |
| 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 |
| Pinnacle Private Wealth, LLC | 3,929 | $842.0K | 0.26% | +3,929 | New |
| Claro Advisors LLC | 3,907 | $837.0K | 0.30% | +41+1.1% | 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 |
| Wealthsource Partners, LLC | 3,882 | $832.0K | 0.07% | +122+3.2% | Added |
| Bailard, Inc. | 3,861 | $828.0K | 0.03% | +870+29.1% | Added |
| Liberty Capital Management, Inc. | 3,850 | $825.0K | 0.22% | −50−1.3% | Reduced |
| Salvus Wealth Management, LLC | 3,817 | $818.0K | 0.60% | +129+3.5% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 3,804 | $815.0K | 0.90% | −190−4.8% | Reduced |
| 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 |
| 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 |
| Kingfisher Capital LLC | 3,774 | $809.0K | 0.19% | −26−0.7% | Reduced |
| Heritage Wealth Advisors | 3,749 | $804.0K | 0.04% | +491+15.1% | Added |
| Terra Nova Asset Management LLC | 3,740 | $802.0K | 0.60% | −275−6.8% | Reduced |
| Keudell/Morrison Wealth Management | 3,734 | $800.0K | 0.32% | −185−4.7% | Reduced |
| Reuter James Wealth Management, LLC | 3,730 | $799.0K | 0.31% | +3,730 | New |
| Creegan & Nassoura Financial Group, LLC | 3,716 | $796.0K | 0.60% | +10.0% | Added |
| 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 |
| Sterling Financial Planning, Inc. | 3,697 | $793.0K | 0.50% | −200−5.1% | Reduced |