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
- +288 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
- 86
- 706 more reduced
37 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 |
|---|---|---|---|---|---|
| Fiduciary Group LLC | 3,695 | $792.0K | 0.09% | 00.0% | Unchanged |
| Patten Group, Inc. | 3,688 | $791.0K | 0.21% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 3,681 | $789.0K | 0.10% | +2+0.1% | Added |
| Corrado Advisors, LLC | 3,647 | $782.0K | 0.47% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 3,647 | $782.0K | 0.60% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,630 | $778.0K | 0.04% | +3,630 | New |
| Pendal Group Limited | 3,627 | $777.0K | 0.01% | −7,950−68.7% | Reduced |
| Pflug Koory, LLC | 3,623 | $777.0K | 0.39% | −85−2.3% | Reduced |
| Ritholtz Wealth Management | 3,623 | $777.0K | 0.05% | +631+21.1% | Added |
| Foundations Investment Advisors, LLC | 3,667 | $775.0K | 0.03% | −644−14.9% | Reduced |
| Founders Capital Management | 3,610 | $774.0K | 0.50% | −40−1.1% | Reduced |
| Little House Capital LLC | 3,605 | $773.0K | 0.41% | +48+1.3% | Added |
| Sun Life Financial INC | 3,598 | $770.0K | 0.03% | +195+5.7% | Added |
| Menard Financial Group LLC | 3,581 | $768.0K | 0.63% | +91+2.6% | Added |
| FourThought Financial, LLC | 3,577 | $767.0K | 0.10% | −233−6.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,573 | $766.0K | 0.23% | +79+2.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,570 | $765.0K | 0.10% | −390−9.8% | Reduced |
| Defined Wealth Management, LLC | 3,556 | $762.0K | 0.62% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 3,556 | $762.0K | 0.45% | +3,556 | New |
| McAdam, LLC | 3,552 | $761.0K | 0.08% | −125−3.4% | Reduced |
| ERTS Wealth Advisors, LLC | 3,552 | $760.0K | 0.18% | −120−3.3% | Reduced |
| Secure Asset Management, LLC | 3,543 | $759.0K | 0.31% | +501+16.5% | Added |
| EverSource Wealth Advisors, LLC | 3,536 | $758.0K | 0.21% | +3,536 | New |
| Douglas Lane & Associates, LLC | 3,508 | $752.0K | 0.01% | −185−5.0% | Reduced |
| Burney Co | 3,498 | $750.0K | 0.03% | −120−3.3% | Reduced |
| Evoke Wealth, LLC | 3,498 | $750.0K | 0.02% | +103+3.0% | Added |
| NTB Financial Corp | 3,497 | $750.0K | 0.52% | +3,497 | New |
| IFG Advisors, LLC | 3,488 | $748.0K | 0.32% | +17+0.5% | Added |
| Sunflower Bank, N.A. | 3,490 | $748.0K | 0.10% | +111+3.3% | Added |
| Fukoku Mutual Life Insurance Co | 3,480 | $746.0K | 0.06% | +120+3.6% | Added |
| Nations Financial Group Inc, | 3,473 | $745.0K | 0.10% | +926+36.4% | Added |
| Family Legacy, Inc. | 3,517 | $743.0K | 0.30% | −25−0.7% | Reduced |
| Baker Ellis Asset Management LLC | 3,460 | $742.0K | 0.13% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 3,462 | $742.0K | 0.06% | +9+0.3% | Added |
| Graham Capital Management, L.P. | 3,448 | $739.0K | 0.04% | +3,448 | New |
| Penserra Capital Management LLC | 3,447 | $738.0K | 0.02% | +643+22.9% | Added |
| Roble, Belko & Company, Inc | 3,431 | $735.0K | 0.14% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,396 | $728.0K | 0.03% | −7,499−68.8% | Reduced |
| SFMG, LLC | 3,390 | $727.0K | 0.07% | −265−7.3% | Reduced |
| First Nebraska Trust Co | 3,391 | $726.8K | 0.09% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,384 | $725.0K | 0.04% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 3,382 | $725.0K | 0.70% | +3,382 | New |
| Farmers & Merchants Trust Co of Long Beach | 3,380 | $724.0K | 0.18% | 00.0% | Unchanged |
| Montis Financial, LLC | 3,370 | $722.0K | 0.52% | +10.0% | Added |
| Key Client Fiduciary Advisors, LLC | 3,353 | $719.0K | 0.60% | +3,353 | New |
| Summit Asset Management, LLC | 3,344 | $717.0K | 0.20% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 3,342 | $716.0K | 0.32% | +100+3.1% | Added |
| Global Trust Asset Management, LLC | 3,340 | $716.0K | 0.28% | +1,300+63.7% | Added |
| Successful Portfolios LLC | 3,336 | $715.0K | 0.39% | −3−0.1% | Reduced |
| AMJ Financial Wealth Management | 3,329 | $714.0K | 0.26% | +1,205+56.7% | Added |
| Financial Advisory Service, Inc. | 3,329 | $714.0K | 0.07% | +1,308+64.7% | Added |
| Mirova | 3,333 | $714.0K | 0.09% | +1,970+144.5% | Added |
| Summit X, LLC | 3,317 | $711.0K | 0.17% | +145+4.6% | Added |
| Center for Financial Planning, Inc. | 3,304 | $708.0K | 0.14% | −130−3.8% | Reduced |
| CenterStar Asset Management, LLC | – | $701.0K | 0.53% | – | New |
| Golden State Wealth Management, LLC | 3,266 | $700.0K | 0.12% | +1,894+138.0% | Added |
| Cornerstone Wealth Group, LLC | 3,260 | $699.0K | 0.12% | −134−3.9% | Reduced |
| Western Wealth Management, LLC | 3,219 | $696.0K | 0.07% | +3,219 | New |
| Powers Advisory Group, LLC | 3,244 | $695.0K | 0.49% | +3,244 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,228 | $692.0K | 0.04% | +138+4.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,222 | $691.0K | 0.02% | +81+2.6% | Added |
| Quest Capital Management Inc | 3,219 | $690.0K | 0.12% | +25+0.8% | Added |
| Thrive Capital Management, LLC | 3,216 | $689.0K | 0.45% | −4,638−59.1% | Reduced |
| MA Private Wealth | 3,215 | $689.0K | 0.12% | +30+0.9% | Added |
| Brewin Dolphin Wealth Management Ltd | 3,190 | $684.0K | 0.07% | −140−4.2% | Reduced |
| King Wealth | 3,181 | $682.0K | 0.13% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,165 | $679.0K | 0.17% | −192−5.7% | Reduced |
| E&G Advisors, LP | 3,162 | $678.0K | 0.17% | −100−3.1% | Reduced |
| Dearborn Partners LLC | 3,137 | $672.0K | 0.02% | +933+42.3% | Added |
| Mission Creek Capital Partners, Inc. | 3,132 | $671.0K | 0.13% | −219−6.5% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,111 | $667.0K | 0.52% | +3,111 | New |
| Essex Savings Bank | 3,108 | $666.0K | 0.23% | −57−1.8% | Reduced |
| Vigilant Capital Management, LLC | 3,107 | $666.0K | 0.05% | +1,500+93.3% | Added |
| Cornerstone Advisory, LLC | 3,101 | $665.0K | 0.10% | +2+0.1% | Added |
| Harvest Fund Management Co., Ltd | 3,108 | $665.0K | 0.11% | +839+37.0% | Added |
| Kore Private Wealth LLC | 3,096 | $664.0K | 0.08% | +35+1.1% | Added |
| Roberts Glore & Co Inc | 3,098 | $664.0K | 0.17% | +73+2.4% | Added |
| Minot Wealth Management LLC | 3,088 | $662.0K | 0.13% | −10.0% | Reduced |
| Jeppson Wealth Management, LLC | 3,087 | $662.0K | 0.32% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,072 | $658.0K | 0.20% | +175+6.0% | Added |
| Archer Investment Corp | 3,050 | $653.7K | 0.22% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,046 | $653.0K | 0.09% | +541+21.6% | Added |
| Sargent Investment Group, LLC | 3,038 | $651.0K | 0.15% | −150−4.7% | Reduced |
| McGuire Investment Group, LLC | 3,026 | $649.0K | 0.11% | −339−10.1% | Reduced |
| Absher Wealth Management, LLC | 3,030 | $649.0K | 0.11% | −309−9.3% | Reduced |
| Selective Wealth Management, Inc. | 3,030 | $649.0K | 0.26% | −250−7.6% | Reduced |
| Formidable Asset Management, LLC | 2,990 | $649.0K | 0.12% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 3,025 | $648.0K | 0.06% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 3,012 | $646.0K | 0.62% | +3,012 | New |
| Harbour Capital Advisors, LLC | 3,009 | $645.0K | 0.16% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,001 | $643.0K | 0.05% | +10.0% | Added |
| Lumina Fund Management LLC | 3,000 | $643.0K | 0.26% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 3,000 | $643.0K | 0.51% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 2,998 | $643.0K | 0.04% | +2,998 | New |
| EPG Wealth Management LLC | 2,986 | $640.0K | 0.23% | −36−1.2% | Reduced |
| Octavia Wealth Advisors, LLC | 2,972 | $637.0K | 0.14% | −38−1.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,971 | $637.0K | 0.04% | +451+17.9% | Added |
| Chicago Partners Investment Group LLC | 2,973 | $636.0K | 0.05% | −212−6.7% | Reduced |
| Field & Main Bank | 2,960 | $634.0K | 0.37% | +80+2.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,952 | $633.0K | 0.11% | −1,362−31.6% | Reduced |