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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: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 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 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$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
Proficio Capital Partners LLC2,367$507.0K0.07%−32−1.3%Reduced
360 Financial, Inc.2,358$505.0K0.23%−108−4.4%Reduced
Bank Ozk2,357$505.0K0.21%−35−1.5%Reduced
Versant Capital Management, Inc2,356$505.0K0.16%−8−0.3%Reduced
American Trust2,356$505.0K0.04%+2,356New
Cambridge Trust Co2,345$503.0K0.02%+149+6.8%Added
Vicus Capital1,963$500.0K0.05%+1,963New
Ledyard National Bank2,318$497.0K0.05%+17+0.7%Added
Hamilton Capital, LLC2,309$495.0K0.04%+2,309New
Grace Capital2,300$493.0K0.29%+400+21.1%Added
Narwhal Capital Management2,297$492.0K0.06%+3+0.1%Added
Red Wave Investments LLC2,295$492.0K0.17%00.0%Unchanged
Old Mission Investment Co LLC2,295$491.9K0.18%00.0%Unchanged
NCM Capital Management, LLC2,292$491.0K0.44%+2,292New
Winthrop Advisory Group LLC2,276$488.0K0.10%00.0%Unchanged
Wealth Alliance Advisory Group, LLC2,276$488.0K0.21%+267+13.3%Added
Sutton Wealth Advisors Inc.2,274$487.4K0.16%+5+0.2%Added
US Asset Management LLC2,268$486.0K0.47%−4−0.2%Reduced
Tradition Wealth Management, LLC2,264$485.0K0.06%+5+0.2%Added
Mystic Asset Management, Inc.2,253$482.0K0.23%+2,253New
Beaird Harris Wealth Management, LLC2,245$481.0K0.18%+2,245New
Thrive Wealth Management, LLC2,236$479.0K0.16%+2,236New
Etfidea, LLC2,234$478.8K0.19%+2,234New
Colonial River Wealth Management, LLC2,231$478.0K0.26%+2,231New
Capital Wealth Planning, LLC2,226$477.0K0.01%−50,654−95.8%Reduced
Northeast Financial Consultants Inc2,229$477.0K0.03%−1,960−46.8%Reduced
Morse Asset Management, Inc2,225$477.0K0.11%+2,225New
DF Dent & Co Inc2,217$475.0K0.00%+6+0.3%Added
GPS Wealth Strategies Group, LLC2,218$475.0K0.10%+55+2.5%Added
Aries Wealth Management2,216$475.0K0.18%+60+2.8%Added
Leisure Capital Management2,205$473.0K0.22%−74−3.2%Reduced
Reitz Capital Advisors LLC2,267$471.0K0.33%−89−3.8%Reduced
Matrix Private Capital Group LLC2,196$471.0K0.22%+159+7.8%Added
Peoples Financial Services Corp.2,195$470.0K0.18%00.0%Unchanged
Accurate Wealth Management, LLC2,199$470.0K0.39%+121+5.8%Added
KRS Capital Management, LLC2,195$470.0K0.40%+2,195New
Pearl River Capital, LLC2,183$468.0K0.13%+2,183New
Enterprise Financial Services Corp2,176$466.0K0.07%−6,945−76.1%Reduced
Advisors Management Group Inc2,165$464.0K0.14%+10.0%Added
Quent Capital, LLC2,166$464.0K0.10%+2,166New
Ocean Capital Management, LLC2,158$463.0K0.18%+2,158New
Laidlaw Wealth Management LLC2,155$462.0K0.07%+2,155New
Skba Capital Management LLC2,150$461.0K0.09%−500−18.9%Reduced
Weybosset Research & Management LLC2,150$461.0K0.17%−100−4.4%Reduced
Quad-Cities Investment Group, LLC2,152$461.0K0.29%+10.0%Added
HFR Wealth Management, LLC2,152$461.0K0.12%00.0%Unchanged
McRae Capital Management Inc2,147$460.0K0.10%+3+0.1%Added
Longfellow Investment Management Co LLC2,146$460.0K0.07%+2,146New
Beaumont Financial Partners, LLC2,141$459.0K0.03%−500−18.9%Reduced
BLB&B Advisors, LLC2,139$459.0K0.03%−465−17.9%Reduced
Great Diamond Partners, LLC2,141$458.0K0.12%+35+1.7%Added
Opus Capital Group, LLC2,137$458.0K0.09%+549+34.6%Added
Baystate Wealth Management LLC2,131$457.0K0.04%−39−1.8%Reduced
Joel Isaacson & Co., LLC2,132$457.0K0.03%+25+1.2%Added
Wolverine Trading, LLC2,137$457.0K0.01%+2,137New
Allen Capital Group, LLC2,128$456.0K0.06%00.0%Unchanged
Financial Sense Advisors, Inc.2,125$456.0K0.16%00.0%Unchanged
M&G Investment Management Ltd2,115$453.0K0.00%−58,801−96.5%Reduced
Jefferies Group LLC2,103$450.8K0.01%+2,103New
Gamco Investors, Inc. Et Al2,100$450.0K0.00%−493−19.0%Reduced
Univest Financial Corp2,098$450.0K0.11%−355−14.5%Reduced
Atlas Brown,Inc.2,099$450.0K0.17%+3+0.1%Added
Latitude Advisors, LLC2,094$449.0K0.13%+16+0.8%Added
Van Hulzen Asset Management, LLC2,092$448.0K0.05%+385+22.6%Added
Beaton Management Co. Inc.2,078$445.0K0.27%00.0%Unchanged
Schrum Private Wealth Management LLC2,066$445.0K0.41%+2,066New
Navellier & Associates Inc2,061$442.0K0.06%−31−1.5%Reduced
Somerset Trust Co2,060$442.0K0.16%+454+28.3%Added
Adirondack Trust Co2,050$439.0K0.21%00.0%Unchanged
McIlrath & Eck, LLC2,049$439.0K0.12%−123−5.7%Reduced
Spirit of America Management Corp2,050$439.0K0.09%00.0%Unchanged
Cornell Pochily Investment Advisors, Inc.2,047$439.0K0.17%+3+0.1%Added
Game Plan Financial Advisors, LLC2,046$439.0K0.23%+2,046New
Gryphon Financial Partners LLC2,042$437.0K0.09%−44−2.1%Reduced
Aire Advisors, LLC2,030$437.0K0.19%+2,030New
Renasant Bank2,034$436.0K0.30%+10.0%Added
Money Concepts Capital Corp2,034$436.0K0.04%+2,034New
LVM Capital Management Ltd2,028$435.0K0.06%−45−2.2%Reduced
Jones Financial Companies LLLP2,028$435.0K0.00%+186+10.1%Added
Laird Norton Trust Company, LLC2,031$435.0K0.04%+222+12.3%Added
Sustainable Insight Capital Management, LLC2,022$433.0K0.23%+53+2.7%Added
Thoroughbred Financial Services, LLC2,022$433.0K0.09%+580+40.2%Added
WESPAC Advisors, LLC2,014$432.0K0.29%+456+29.3%Added
West Coast Financial LLC2,012$431.0K0.06%+118+6.2%Added
Crestwood Advisors Group LLC2,008$430.0K0.01%−48−2.3%Reduced
Park Circle Co2,000$429.0K0.35%00.0%Unchanged
Rice Partnership, LLC2,000$429.0K0.12%00.0%Unchanged
FIDELIS iM, LLC2,000$429.0K0.25%00.0%Unchanged
Vista Investment Management2,002$429.0K0.23%+202+11.2%Added
Caerus Investment Advisors, LLC2,002$429.0K0.49%+2,002New
Mill Capital Management, LLC2,000$429.0K0.04%+2,000New
Round Table Services, LLC1,998$428.0K0.08%+98+5.2%Added
Advisors Preferred, LLC1,990$425.0K0.04%−310−13.5%Reduced
Vista Capital Partners, Inc.1,985$425.0K0.05%+9+0.5%Added
Gouws Capital LLC1,985$425.0K0.34%+1,985New
Measured Wealth Private Client Group, LLC1,967$422.0K0.15%+50+2.6%Added
PFS Partners, LLC1,963$420.7K0.31%+1,963New
West Family Investments, Inc.1,961$420.0K0.12%−280−12.5%Reduced
Washington Trust Bank1,952$419.0K0.04%+369+23.3%Added
Benedict Financial Advisors Inc1,947$417.0K0.11%+7+0.4%Added