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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.

Institutional holdersQ4 2021: 2,235 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ4 2021: $108.2B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Meridian Wealth Advisors, LLC2,934$629.0K0.15%−26−0.9%Reduced
Indiana Trust & Investment Management CO2,929$628.0K0.29%+4+0.1%Added
Diametric Capital, LP2,920$626.0K0.48%+2,920New
Corrigan Financial, Inc.2,917$625.2K0.18%00.0%Unchanged
Eudaimonia Advisors LLC2,905$623.0K0.37%+2,905New
Childress Capital Advisors, LLC2,901$622.0K0.26%+92+3.3%Added
Kolinsky Wealth Management, LLC2,896$621.0K0.57%+2,896New
Advisors Capital Management, LLC2,889$619.0K0.02%+283+10.9%Added
Choice Wealth Advisors, LLC2,883$618.0K0.45%−22−0.8%Reduced
Weaver Consulting Group2,882$618.0K0.30%+129+4.7%Added
Tarbox Family Office, Inc.2,878$617.0K0.11%−22−0.8%Reduced
Vance Wealth, Inc.2,875$616.0K0.60%+2,875New
Gray Wealth Management Inc.2,870$615.0K0.31%+122+4.4%Added
Accel Wealth Management2,871$615.0K0.30%+516+21.9%Added
Detalus Advisors, LLC2,861$613.0K0.29%−200−6.5%Reduced
First International Bank & Trust2,858$613.0K0.22%+2,858New
Deuterium Capital Management, LLC2,852$611.0K0.90%+2,852New
Westhampton Capital, LLC2,845$610.0K0.37%00.0%Unchanged
Davidson Trust Co2,836$608.0K0.42%−78−2.7%Reduced
Principal Street Partners, LLC2,826$606.0K0.15%+275+10.8%Added
Capital One Financial Corp2,822$605.0K0.07%−286−9.2%Reduced
Knights of Columbus Asset Advisors LLC2,822$605.0K0.05%+2,822New
Cribstone Capital Management, LLC2,809$602.0K0.33%+27+1.0%Added
Weatherly Asset Management L. P.2,799$600.0K0.07%00.0%Unchanged
RDA Financial Network2,789$598.0K0.24%−18−0.6%Reduced
Arete Wealth Advisors, LLC2,774$598.0K0.05%+205+8.0%Added
Alliance Wealth Advisors, LLC2,786$597.0K0.49%+19+0.7%Added
Chemistry Wealth Management LLC2,779$596.0K0.50%+2,779New
Next Level Private LLC2,779$596.0K0.50%+2,779New
Titus Wealth Management2,771$594.0K0.27%+1,000+56.5%Added
Highland Private Wealth Management2,764$593.0K0.08%+296+12.0%Added
Richwood Investment Advisors, LLC2,768$593.0K0.52%+2,768New
Murphy, Middleton, Hinkle & Parker, Inc.2,747$589.0K0.31%+10.0%Added
Sound View Wealth Advisors Group, LLC2,743$588.0K0.11%+305+12.5%Added
Kistler-Tiffany Companies, LLC2,733$586.0K0.11%+24+0.9%Added
West Paces Advisors Inc.2,732$585.6K0.18%+398+17.1%Added
MidWestOne Financial Group, Inc.2,733$585.0K0.12%+912+50.1%Added
Redhawk Wealth Advisors, Inc.2,727$584.0K0.15%−325−10.6%Reduced
Texas Capital Bancshares Inc2,724$584.0K0.35%−7−0.3%Reduced
SC&H Financial Advisors, Inc.2,700$579.0K0.32%+2,700New
Lake Street Financial LLC2,684$575.0K0.10%+1,078+67.1%Added
Qtron Investments LLC2,678$574.0K0.13%+1,525+132.3%Added
Mechanics Financial Corp2,675$573.0K0.27%+2,675New
Windsor Group LTD2,627$571.0K0.10%+695+36.0%Added
Traverso Chambers Private Wealth Management, LLC2,653$569.0K0.17%00.0%Unchanged
Perennial Investment Advisors, LLC2,669$569.0K0.18%+432+19.3%Added
Bank of Nova Scotia Trust Co2,650$568.0K0.05%+1,100+71.0%Added
Austin Asset Management Co Inc2,644$567.0K0.18%+2,644New
Gilman Hill Asset Management, LLC2,640$566.0K0.13%00.0%Unchanged
N.E.W. Advisory Services LLC2,636$565.0K0.09%+32+1.2%Added
Blueprint Investment Partners LLC2,636$565.0K0.14%+1,797+214.2%Added
IMS Capital Management2,633$564.0K0.29%−4,598−63.6%Reduced
Flagship Harbor Advisors, LLC2,628$563.0K0.05%+42+1.6%Added
ASB Consultores, LLC2,627$563.0K0.28%+2,627New
CoreFirst Bank & Trust2,622$562.0K0.36%−20−0.8%Reduced
RB Capital Management, LLC2,608$559.0K0.17%+13+0.5%Added
Cahaba Wealth Management, Inc.2,601$558.0K0.07%+10.0%Added
Peavine Capital, LLC2,600$557.0K0.11%00.0%Unchanged
First Citizens Bank & Trust Co2,581$553.0K0.02%−36−1.4%Reduced
Cohen & Steers, Inc.2,578$553.0K0.00%00.0%Unchanged
Delta Financial Advisors LLC2,560$549.0K0.22%+3+0.1%Added
Cannon Financial Strategists, Inc.2,561$548.9K0.20%00.0%Unchanged
Acropolis Investment Management, LLC2,555$548.0K0.05%+2,555New
Shufro Rose & Co LLC2,550$547.0K0.04%00.0%Unchanged
WealthShield Partners, LLC2,546$546.0K0.09%+672+35.9%Added
Retirement Guys Formula LLC2,546$546.0K0.43%+2,546New
Stuart Chaussee & Associates, Inc.2,534$543.0K0.23%+87+3.6%Added
Silverlake Wealth Management LLC2,531$542.4K0.29%+2,531New
Cabot Wealth Management Inc2,527$542.0K0.07%−106−4.0%Reduced
Regent Peak Wealth Advisors LLC2,531$542.0K0.15%+66+2.7%Added
Pacitti Group Inc.2,526$541.0K0.35%+2+0.1%Added
MD Financial Management Inc.2,516$539.0K0.01%−7,814−75.6%Reduced
Cadence Bank NA2,510$538.0K0.15%00.0%Unchanged
Corundum Group, Inc.2,505$537.0K0.35%+493+24.5%Added
BCJ Capital Management, LLC2,501$536.0K0.05%−806−24.4%Reduced
Bluesphere Advisors, LLC2,499$536.0K0.45%00.0%Unchanged
Roosevelt Investment Group LLC2,503$536.0K0.03%+2,503New
Andesa Financial Management Inc.2,486$533.0K0.26%+380+18.0%Added
First City Capital Management, Inc.2,360$531.0K0.30%00.0%Unchanged
Atlas Private Wealth Management2,479$531.0K0.30%+281+12.8%Added
Founders Capital Management, LLC2,475$530.0K0.11%00.0%Unchanged
Crossvault Capital Management LLC2,473$530.0K0.16%+23+0.9%Added
Nicolet Bankshares Inc2,467$529.0K0.12%−100−3.9%Reduced
Fort Sheridan Advisors LLC2,460$527.0K0.15%00.0%Unchanged
NTV Asset Management LLC2,457$527.0K0.09%+2+0.1%Added
Quantinno Capital Management LP2,451$526.0K0.10%+648+35.9%Added
SignalPoint Asset Management, LLC2,452$525.0K0.16%−25−1.0%Reduced
Cobblestone Capital Advisors LLC2,425$520.0K0.03%+275+12.8%Added
SRS Capital Advisors, Inc.2,423$519.0K0.07%+447+22.6%Added
Baker Boyer National Bank2,411$517.0K0.24%+2,411New
blooom, inc.2,406$515.0K0.39%+23+1.0%Added
Marks Wealth, LLC2,400$514.0K0.16%00.0%Unchanged
Garrison Bradford & Associates Inc2,400$514.0K0.46%+100+4.3%Added
Personal Cfo Solutions, LLC2,391$513.0K0.10%−62−2.5%Reduced
RFG Advisory, LLC2,388$512.0K0.04%−563−19.1%Reduced
180 Wealth Advisors, LLC2,523$510.0K0.11%−255−9.2%Reduced
TNF LLC2,470$510.0K0.21%+28+1.1%Added
TRUE Private Wealth Advisors2,381$510.0K0.07%−31−1.3%Reduced
Edmond de Rothschild Holding S.A.2,376$509.0K0.01%00.0%Unchanged
Erste Asset Management GmbH2,365$507.5K0.01%−997−29.7%Reduced