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Livermore
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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
SBK Financial, Inc.1,500$322.0K0.26%+1,500New
CX Institutional1,495$320.0K0.03%−7,122−82.7%Reduced
Enhancing Capital LLC1,492$320.0K0.35%+1,492New
Wealth Effects LLC1,489$319.0K0.13%+1,489New
Retirement Planning Co of New England, Inc.1,488$318.0K0.15%+1,488New
Graypoint LLC1,479$317.0K0.03%+272+22.5%Added
Abacus Planning Group, Inc.1,479$317.0K0.08%+1,479New
Ambassador Advisors, LLC1,475$316.0K0.06%00.0%Unchanged
Crescent Capital Consulting, LLC1,073$316.0K0.05%+4+0.4%Added
Horan Securities, Inc.1,475$316.0K0.19%+1,475New
Compton Capital Management Inc1,470$315.0K0.08%00.0%Unchanged
Frisch Financial Group, Inc.1,469$315.0K0.10%+57+4.0%Added
CWS Financial Advisors, LLC1,471$315.0K0.11%+1,471New
Tiemann Investment Advisors, LLC1,467$314.0K0.13%00.0%Unchanged
Harvey Investment Co LLC1,458$313.0K0.04%00.0%Unchanged
Insight Advisors, LLC1,457$312.0K0.09%+107+7.9%Added
Davis R M Inc1,452$311.0K0.01%+116+8.7%Added
Oak Asset Management, LLC1,441$309.0K0.12%00.0%Unchanged
Brown Advisory Securities, LLC1,446$308.0K0.13%−1,150−44.3%Reduced
Berkeley Capital Partners, LLC1,437$308.0K0.13%−67−4.5%Reduced
Spreng Capital Management, Inc.1,440$308.0K0.18%+1,440New
Guardian Wealth Advisors, LLC1,435$308.0K0.13%+1,435New
Capstone Wealth Management Group, LLC1,435$308.0K0.25%+1,435New
Holistic Financial Partners1,430$307.0K0.18%+99+7.4%Added
Summit Trail Advisors, LLC1,434$307.0K0.02%+122+9.3%Added
Prestige Wealth Management Group LLC1,426$306.0K0.07%+203+16.6%Added
MAS Advisors LLC1,429$306.0K0.23%+1,429New
Planning Center, Inc.1,317$306.0K0.24%+1,317New
Burke & Herbert Bank & Trust Co1,405$302.0K0.18%00.0%Unchanged
WBH Advisory Inc1,407$302.0K0.03%+301+27.2%Added
TCI Wealth Advisors, Inc.1,404$301.0K0.04%−194−12.1%Reduced
Golden State Equity Partners1,403$301.0K0.15%−161−10.3%Reduced
David Loasby1,406$301.0K0.04%+125+9.8%Added
Summit Financial Group Inc1,402$301.0K0.10%+1,402New
WMG Financial Advisors, LLC1,405$301.0K0.23%+1,405New
AlphaStar Capital Management, LLC1,452$300.0K0.02%−2−0.1%Reduced
Benjamin Edwards Inc1,388$298.0K0.10%+1,388New
FORA Capital, LLC1,388$298.0K0.12%+1,388New
Marble Harbor Investment Counsel, LLC1,380$296.0K0.03%−20−1.4%Reduced
Journey Advisory Group, LLC1,382$296.0K0.08%+5+0.4%Added
Acorn Financial Advisory Services Inc1,377$295.0K0.06%+109+8.6%Added
BT Wealth Management LLC1,365$293.0K0.08%+1,365New
Demars Financial Group, LLC1,361$292.0K0.15%−20−1.4%Reduced
Derbend Asset Management1,362$292.0K0.29%00.0%Unchanged
CWA Asset Management Group, LLC1,351$290.0K0.02%−34−2.5%Reduced
LBMC Investment Advisors, LLC1,354$290.0K0.03%−3,539−72.3%Reduced
Clean Yield Group1,353$290.0K0.10%+100+8.0%Added
Warren Averett Asset Management, LLC1,352$289.0K0.02%−208−13.3%Reduced
Regents of the University of California1,350$289.0K0.04%00.0%Unchanged
Ssi Investment Management LLC1,333$286.0K0.02%00.0%Unchanged
Pinnacle Bancorp, Inc.1,329$285.0K0.10%−50−3.6%Reduced
Fairhaven Wealth Management, LLC1,329$285.0K0.11%−10−0.7%Reduced
Traphagen Investment Advisors LLC1,325$284.0K0.05%+2+0.2%Added
Vestor Capital, LLC1,325$284.0K0.03%00.0%Unchanged
Johanson Financial Advisors, Inc.1,323$284.0K0.09%+1,323New
Peachtree Investment Partners, LLC1,324$284.0K0.12%+1,324New
Seelaus Asset Management LLC1,319$283.0K0.15%+55+4.4%Added
HHM Wealth Advisors, LLC1,321$283.0K0.07%+415+45.8%Added
Insight Wealth Partners, LLC1,322$283.0K0.16%+1,322New
Edge Capital Group, LLC1,314$282.0K0.02%+1+0.1%Added
Angeles Investment Advisors, LLC1,314$282.0K0.01%+1,314New
Indie Asset Partners, LLC1,316$282.0K0.20%+1,316New
St Germain D J Co Inc1,312$281.0K0.02%+15+1.2%Added
DBK Financial Counsel, LLC1,310$281.0K0.40%+1,310New
Compass Financial Advisors LLC1,312$281.0K0.31%+1,312New
WD Rutherford LLC1,305$280.0K0.14%00.0%Unchanged
Dillon & Associates Inc1,308$280.0K0.05%+15+1.2%Added
Cable Hill Partners, LLC1,307$280.0K0.06%+94+7.7%Added
Trinity Financial Advisors LLC1,300$279.0K0.16%00.0%Unchanged
Arthur M. Cohen & Associates, LLC1,303$279.0K0.05%+53+4.2%Added
Prentice Wealth Management LLC1,291$278.0K0.13%−32−2.4%Reduced
Nadler Financial Group, Inc.1,289$276.0K0.04%00.0%Unchanged
Journey Strategic Wealth LLC1,283$275.0K0.03%+1,283New
WealthPLAN Partners, LLC1,353$273.0K0.02%+177+15.1%Added
Integrated Investment Consultants, LLC1,273$273.0K0.07%+1,273New
KCS Wealth Advisory1,272$273.0K0.11%+1,272New
Keystone Wealth Services, LLC1,272$273.0K0.11%+1,272New
Sanders Morris Harris LLC1,270$272.0K0.05%00.0%Unchanged
German American Bancorp, Inc.1,262$270.0K0.04%+51+4.2%Added
Affinity Investment Advisors, LLC1,259$270.0K0.11%+1,259New
Wealthquest Corp1,254$268.0K0.04%−361−22.4%Reduced
Yorktown Management & Research Co Inc1,250$268.0K0.18%−290−18.8%Reduced
West Chester Capital Advisors, Inc1,250$268.0K0.18%00.0%Unchanged
Brown, Lisle/Cummings, Inc.1,247$267.3K0.13%+1,247New
Osborne Partners Capital Management, LLC1,248$267.0K0.02%+1,248New
Trust Co1,240$266.0K0.06%00.0%Unchanged
Madison Wealth Partners, Inc1,229$263.0K0.13%+1+0.1%Added
Redmont Wealth Advisors LLC1,227$263.0K0.29%+1,227New
Private Capital Group, LLC1,220$262.0K0.06%−63−4.9%Reduced
Circle Wealth Management, LLC1,220$262.0K0.03%+26+2.2%Added
Southland Equity Partners LLC1,220$261.5K0.11%+102+9.1%Added
Aurora Private Wealth, Inc.1,219$261.0K0.11%−1,536−55.8%Reduced
Aveo Capital Partners, LLC1,214$260.0K0.05%+1,214New
Barnes Pettey Financial Advisors, LLC1,209$259.0K0.30%+1,209New
Elm Advisors, LLC1,200$257.0K0.14%00.0%Unchanged
Bickling Financial Services, Inc.1,198$257.0K0.12%+42+3.6%Added
Keel Point, LLC1,196$256.0K0.04%+41+3.5%Added
Wealth Architects, LLC1,190$255.0K0.04%−71−5.6%Reduced
Key Financial Inc1,192$255.0K0.13%−39−3.2%Reduced
Intrua Financial, LLC1,180$253.0K0.04%−125−9.6%Reduced