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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Investment Advisory Services Inc | 1,947 | $417.0K | 0.23% | +39+2.0% | Added |
| Kings Point Capital Management | 1,939 | $416.0K | 0.03% | +138+7.7% | Added |
| Bray Capital Advisors | 1,934 | $415.0K | 0.10% | +4+0.2% | Added |
| Wedmont Private Capital | 1,969 | $414.0K | 0.13% | +1,969 | New |
| Investment Partners, Ltd. | 1,921 | $412.0K | 0.17% | +2+0.1% | Added |
| DSC Advisors, L.P. | 1,921 | $412.0K | 0.48% | +350+22.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,924 | $412.0K | 0.19% | +1,280+198.8% | Added |
| Meadow Creek Wealth Advisors LLC | 1,923 | $412.0K | 0.39% | +1,923 | New |
| Greenwood Gearhart Inc | 1,916 | $411.0K | 0.06% | +1,916 | New |
| Harfst & Associates, Inc. | 1,920 | $411.0K | 0.10% | +1,920 | New |
| National Wealth Management Group, LLC | 1,916 | $410.6K | 0.38% | +1,916 | New |
| New England Asset Management Inc | 1,914 | $410.0K | 0.01% | −1,100−36.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,914 | $410.0K | 0.11% | +24+1.3% | Added |
| Crescent Grove Advisors, LLC | 1,907 | $409.0K | 0.04% | −956−33.4% | Reduced |
| Wellington Shields & Co., LLC | 1,905 | $408.0K | 0.08% | −200−9.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,905 | $408.0K | 0.10% | +52+2.8% | Added |
| Lester Murray Antman dba SimplyRich | 1,892 | $406.0K | 0.13% | +13+0.7% | Added |
| Perfromance Wealth Partners, LLC | 1,891 | $405.0K | 0.02% | +1,891 | New |
| Staley Capital Advisers Inc | 1,880 | $403.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,882 | $403.0K | 0.09% | +9+0.5% | Added |
| TBH Global Asset Management, LLC | 1,871 | $401.0K | 0.08% | +1,871 | New |
| O'Rourke & Company, Inc | 1,871 | $401.0K | 0.27% | +1,871 | New |
| Leavell Investment Management, Inc. | 1,868 | $400.0K | 0.03% | +44+2.4% | Added |
| Smithfield Trust Co | 1,892 | $399.0K | 0.02% | 00.0% | Unchanged |
| Unio Capital LLC | 1,861 | $399.0K | 1.42% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,864 | $399.0K | 0.10% | +301+19.3% | Added |
| Barber Financial Group, Inc. | 1,858 | $398.0K | 0.05% | −761−29.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,856 | $398.0K | 0.15% | +73+4.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,850 | $397.0K | 0.03% | +62+3.5% | Added |
| Abacus Wealth Partners, LLC | 1,851 | $396.7K | 0.14% | −53−2.8% | Reduced |
| Stony Point Wealth Management Inc. | 1,848 | $396.0K | 0.21% | +386+26.4% | Added |
| Trust Co of Kansas | 1,835 | $393.0K | 0.21% | −76−4.0% | Reduced |
| Teza Capital Management LLC | 1,833 | $393.0K | 0.11% | +280+18.0% | Added |
| Stokes Family Office, LLC | 1,831 | $392.0K | 0.05% | +26+1.4% | Added |
| Aua Capital Management, LLC | 1,831 | $392.0K | 0.23% | +308+20.2% | Added |
| Legacy Bridge, LLC | 1,817 | $389.0K | 0.20% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,814 | $389.0K | 0.23% | +3+0.2% | Added |
| TCWP LLC | 1,815 | $389.0K | 0.08% | +1,815 | New |
| Platte River Wealth Advisors, LLC | 1,835 | $388.0K | 0.13% | −165−8.3% | Reduced |
| WC Walker & Associates, Inc. | 1,871 | $386.0K | 0.19% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,799 | $386.0K | 0.06% | +40+2.3% | Added |
| Cladis Investment Advisory, LLC | 1,797 | $385.2K | 0.31% | +1,797 | New |
| Bill Few Associates, Inc. | 1,795 | $385.0K | 0.20% | +1,795 | New |
| Dana Investment Advisors, Inc. | 1,784 | $382.0K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,777 | $381.0K | 0.05% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,763 | $378.0K | 0.18% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,754 | $376.0K | 0.05% | +511+41.1% | Added |
| Security National Bank of So Dak | 1,748 | $375.0K | 0.25% | 00.0% | Unchanged |
| Hancock Whitney Investment Services Inc. | 1,737 | $375.0K | 0.07% | +1,737 | New |
| Brewin Dolphin Ltd | 1,746 | $374.0K | 0.02% | −270−13.4% | Reduced |
| Mather Group, LLC. | 1,747 | $374.0K | 0.01% | +121+7.4% | Added |
| Certified Advisory Corp | 1,737 | $372.0K | 0.08% | +1+0.1% | Added |
| Convergence Investment Partners, LLC | 1,732 | $371.0K | 0.19% | −90−4.9% | Reduced |
| Essex LLC | 1,724 | $370.0K | 0.10% | −50−2.8% | Reduced |
| Pinnacle Family Advisors, LLC | 1,707 | $366.0K | 0.17% | −11−0.6% | Reduced |
| Prelude Capital Management, LLC | 1,708 | $366.0K | 0.02% | +1,708 | New |
| Vigilare Wealth Management | 1,702 | $365.0K | 0.22% | −224−11.6% | Reduced |
| Level Four Advisory Services, LLC | 1,698 | $364.0K | 0.03% | +1,698 | New |
| NovaPoint Capital, LLC | 1,678 | $360.0K | 0.13% | −1,038−38.2% | Reduced |
| Pluribus Labs, LLC | 1,681 | $360.0K | 0.38% | +1,681 | New |
| M. Kraus & Co | 1,676 | $359.0K | 0.11% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 1,672 | $358.0K | 0.00% | +1,672 | New |
| Wealth Management Associates, Inc. | 1,667 | $357.4K | 0.19% | +350+26.6% | Added |
| Budros, Ruhlin & Roe, Inc. | 1,661 | $356.0K | 0.04% | +1,661 | New |
| Verity Asset Management, Inc. | 1,643 | $352.0K | 0.21% | −25−1.5% | Reduced |
| Foster & Motley Inc | 1,644 | $352.0K | 0.03% | +25+1.5% | Added |
| LexAurum Advisors, LLC | 1,637 | $351.0K | 0.11% | −50−3.0% | Reduced |
| Platform Technology Partners | 1,638 | $351.0K | 0.15% | +45+2.8% | Added |
| Tower Wealth Partners, Inc. | 1,630 | $349.0K | 0.35% | +1,630 | New |
| Sofos Investments, Inc. | 1,070 | $348.0K | 0.03% | +1,068+53,400.0% | Added |
| Sather Financial Group Inc | 1,619 | $347.0K | 0.03% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,617 | $347.0K | 0.13% | +1,617 | New |
| Aspiriant, LLC | 1,611 | $345.0K | 0.02% | +134+9.1% | Added |
| E Fund Management Co., Ltd. | 1,607 | $344.0K | 0.01% | +30+1.9% | Added |
| Avestar Capital, LLC | 1,604 | $344.0K | 0.06% | +179+12.6% | Added |
| Kercheville Advisors, LLC | 1,601 | $343.0K | 0.15% | −100−5.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,606 | $343.0K | 0.12% | +276+20.8% | Added |
| Wealth Advisors of Tampa Bay, LLC | 1,600 | $343.0K | 0.08% | +1,600 | New |
| Means Investment Co., Inc. | 1,597 | $342.0K | 0.06% | +3+0.2% | Added |
| Becker Capital Management Inc | 1,577 | $338.0K | 0.01% | −227−12.6% | Reduced |
| BSW Wealth Partners | 1,576 | $338.0K | 0.08% | −37−2.3% | Reduced |
| Hall Laurie J Trustee | 1,570 | $337.0K | 0.12% | −30−1.9% | Reduced |
| PYA Waltman Capital, LLC | 1,573 | $337.0K | 0.17% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,573 | $337.0K | 0.01% | +1,573 | New |
| Elgethun Capital Management | 1,591 | $336.0K | 0.12% | +8+0.5% | Added |
| McKinley Carter Wealth Services, Inc. | 1,562 | $335.0K | 0.02% | −16−1.0% | Reduced |
| Chase Investment Counsel Corp | 1,564 | $335.0K | 0.13% | +13+0.8% | Added |
| Opal Wealth Advisors, LLC | 1,562 | $335.0K | 0.21% | +364+30.4% | Added |
| Boltwood Capital Management | 1,560 | $334.0K | 0.12% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,558 | $334.0K | 0.09% | +31+2.0% | Added |
| Calton & Associates, Inc. | 1,550 | $332.0K | 0.09% | −25−1.6% | Reduced |
| First PREMIER Bank | 1,537 | $330.0K | 0.09% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,533 | $329.0K | 0.02% | +1,533 | New |
| Transparent Wealth Partners LLC | 1,532 | $328.0K | 0.25% | +1,532 | New |
| Neo Ivy Capital Management | 1,523 | $326.0K | 0.47% | +1,523 | New |
| Brandywine Oak Private Wealth LLC | 1,516 | $324.0K | 0.04% | −22−1.4% | Reduced |
| Inscription Capital, LLC | 1,509 | $323.0K | 0.09% | 00.0% | Unchanged |
| Truehand, Inc | 1,500 | $322.0K | 0.19% | −400−21.1% | Reduced |
| Aptus Capital Advisors, LLC | 1,502 | $322.0K | 0.01% | −249−14.2% | Reduced |
| Rbo & Co LLC | 1,500 | $322.0K | 0.05% | 00.0% | Unchanged |