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 |
|---|---|---|---|---|---|
| Gillespie Robinson & Grimm Inc | 1,180 | $253.0K | 0.02% | −295−20.0% | Reduced |
| Act Wealth Management, LLC | 1,179 | $253.0K | 0.15% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,181 | $253.0K | 0.08% | −24−2.0% | Reduced |
| Tiedemann Advisors, LLC | 1,182 | $253.0K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,174 | $252.0K | 0.01% | −50−4.1% | Reduced |
| Hudock, Inc. | 1,167 | $250.0K | 0.07% | −206−15.0% | Reduced |
| Appleton Partners Inc | 1,166 | $250.0K | 0.02% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 1,165 | $250.0K | 0.13% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 1,162 | $249.0K | 0.04% | −368−24.1% | Reduced |
| Ellis Investment Partners, LLC | 1,163 | $249.0K | 0.06% | +4+0.3% | Added |
| Ami Investment Management Inc | 1,157 | $248.0K | 0.10% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 1,155 | $248.0K | 0.18% | −6−0.5% | Reduced |
| Biltmore Family Office, LLC | 1,156 | $248.0K | 0.05% | +1,156 | New |
| Symphony Financial, Ltd. Co. | 1,161 | $248.0K | 0.07% | +1,161 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,153 | $247.0K | 0.08% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,153 | $247.0K | 0.05% | +748+184.7% | Added |
| CFM Wealth Partners LLC | 1,152 | $246.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,149 | $246.0K | 0.04% | +7+0.6% | Added |
| Mma Asset Management LLC | 1,147 | $246.0K | 0.17% | +1,147 | New |
| Pittenger & Anderson Inc | 1,143 | $245.0K | 0.01% | +785+219.3% | Added |
| West Branch Capital LLC | 1,139 | $244.0K | 0.10% | −164−12.6% | Reduced |
| Garrison Point Advisors, LLC | 1,140 | $244.0K | 0.16% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,121 | $240.0K | 0.02% | −26−2.3% | Reduced |
| Zhang Financial LLC | 1,118 | $240.0K | 0.04% | +1,118 | New |
| Cozad Asset Management Inc | 1,117 | $239.0K | 0.03% | −500−30.9% | Reduced |
| Goodwin Investment Advisory | 1,114 | $239.0K | 0.18% | −12−1.1% | Reduced |
| Pathway Financial Advisors LLC | 1,180 | $239.0K | 0.09% | +1,180 | New |
| JB Capital LLC | 1,113 | $238.8K | 0.02% | −71−6.0% | Reduced |
| Glassman Wealth Services | 1,112 | $238.0K | 0.04% | +47+4.4% | Added |
| Intercontinental Wealth Advisors, LLC | 1,106 | $237.0K | 0.05% | −14−1.3% | Reduced |
| Affinity Capital Advisors, LLC | 1,106 | $237.0K | 0.07% | +1,106 | New |
| Essex Investment Management Co LLC | 1,101 | $236.0K | 0.03% | −25−2.2% | Reduced |
| Northside Capital Management, LLC | 1,100 | $236.0K | 0.06% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,100 | $236.0K | 0.07% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,100 | $236.0K | 0.10% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 1,100 | $236.0K | 0.12% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 1,100 | $236.0K | 0.08% | +1,100 | New |
| Clare Market Investments LLC | 1,100 | $235.8K | 0.07% | +1,100 | New |
| Cutler Group LP | 1,100 | $235.0K | 0.02% | −200−15.4% | Reduced |
| Unionview, LLC | 1,089 | $233.0K | 0.22% | +1,089 | New |
| Carmichael Hill & Associates, Inc. | 1,081 | $232.0K | 0.12% | −9−0.8% | Reduced |
| Fieldpoint Private Securities, LLC | 1,082 | $232.0K | 0.05% | +53+5.2% | Added |
| Continuum Advisory, LLC | 1,083 | $232.0K | 0.05% | +1,083 | New |
| Delphia (USA) Inc. | 1,082 | $232.0K | 0.25% | +1,082 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,080 | $231.0K | 0.02% | −3,008−73.6% | Reduced |
| Bridgefront Capital, LLC | 1,079 | $231.0K | 0.22% | +1,079 | New |
| 1776 Wealth LLC | 1,080 | $231.0K | 0.12% | +1,080 | New |
| Mirador Capital Partners LP | 1,071 | $230.0K | 0.05% | +1,071 | New |
| Providence Wealth Advisors, LLC | 1,059 | $229.0K | 0.14% | +1,059 | New |
| Fortitude Advisory Group L.L.C. | 990 | $229.0K | 0.12% | +990 | New |
| Ballast Advisors LLC | 1,062 | $228.0K | 0.09% | −102−8.8% | Reduced |
| Ifrah Financial Services, Inc. | 1,063 | $228.0K | 0.06% | +1,063 | New |
| Ipswich Investment Management Co., Inc. | 1,065 | $228.0K | 0.05% | +1,065 | New |
| Avaii Wealth Management, LLC | 1,062 | $228.0K | 0.23% | +1,062 | New |
| Sonora Investment Management Group, LLC | 1,063 | $228.0K | 0.03% | +1,063 | New |
| Index Fund Advisors, Inc. | 1,058 | $227.0K | 0.02% | +1,058 | New |
| Gradient Capital Advisors, LLC | 1,059 | $227.0K | 0.09% | +1,059 | New |
| Reynders McVeigh Capital Management, LLC | 1,055 | $226.0K | 0.01% | +1,055 | New |
| Legacy Capital Partners, Inc. | 1,050 | $225.0K | 0.07% | +1,050 | New |
| L2 Asset Management, LLC | 1,052 | $225.0K | 0.16% | +1,052 | New |
| Sunburst Financial Group, LLC | 1,048 | $225.0K | 0.11% | +1,048 | New |
| Fermata Advisors, LLC | 1,046 | $225.0K | 0.08% | +1,046 | New |
| Summit Financial Strategies, Inc. | 1,043 | $224.0K | 0.04% | −295−22.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,044 | $224.0K | 0.08% | +147+16.4% | Added |
| Capital Advisors Inc | 1,045 | $224.0K | 0.01% | +1,045 | New |
| Telemus Capital, LLC | 1,044 | $224.0K | 0.02% | +1,044 | New |
| Arcus Capital Partners, LLC | 1,046 | $224.0K | 0.08% | +1,046 | New |
| Almanack Investment Partners, LLC. | 1,039 | $223.0K | 0.02% | −400−27.8% | Reduced |
| LifeSteps Financial, Inc. | 1,036 | $222.0K | 0.16% | +1,036 | New |
| Karn, Couzens & Associates, Inc. | 1,036 | $222.0K | 0.15% | +1,036 | New |
| McCarthy Grittinger Financial Group, LLC | 1,034 | $221.6K | 0.08% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 1,032 | $221.0K | 0.07% | +1,032 | New |
| Five Oceans Advisors | 1,030 | $221.0K | 0.20% | +1,030 | New |
| Sittner & Nelson, LLC | 1,023 | $219.0K | 0.13% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,020 | $219.0K | 0.04% | +150+17.2% | Added |
| Holderness Investments Co | 1,020 | $219.0K | 0.06% | +1,020 | New |
| KC Investment Advisors, LLC | 1,024 | $219.0K | 0.15% | +1,024 | New |
| Hirtle Callaghan & Co LLC | 1,016 | $218.0K | 0.01% | +1,016 | New |
| Asset Dedication, LLC | 1,015 | $217.0K | 0.03% | −28−2.7% | Reduced |
| Welch Group, LLC | 1,014 | $217.0K | 0.01% | +1,014 | New |
| Krilogy Financial LLC | 1,010 | $216.0K | 0.02% | +1,010 | New |
| Camden National Bank | 1,010 | $216.0K | 0.04% | +1,010 | New |
| Resonant Capital Advisors, LLC | 1,008 | $216.0K | 0.03% | +1,008 | New |
| Pacific Capital Wealth Advisors, Inc | 1,007 | $216.0K | 0.06% | +1,007 | New |
| Cassia Capital Partners, LLC | 1,004 | $215.0K | 0.14% | +1,004 | New |
| Hudson Valley Investment Advisors Inc | 1,000 | $214.0K | 0.03% | +1,000 | New |
| RBF Capital, LLC | 1,000 | $214.0K | 0.01% | +1,000 | New |
| New Jersey Better Educational Savings Trust | 1,000 | $214.0K | 0.47% | +1,000 | New |
| Options Solutions, LLC | 1,000 | $214.0K | 0.19% | +1,000 | New |
| Kenfarb & Co. | 1,000 | $214.0K | 0.16% | +1,000 | New |
| James Reed Financial Services, Inc. | 999 | $214.0K | 0.20% | +999 | New |
| HCR Wealth Advisors | 994 | $213.0K | 0.03% | +994 | New |
| Mattern Wealth Management LLC | 993 | $213.0K | 0.06% | +993 | New |
| Financial Planning & Information Services, Inc. | 996 | $213.0K | 0.05% | +996 | New |
| Crew Capital Management, Ltd. | 990 | $212.0K | 0.18% | +990 | New |
| Credit Agricole S A | 986 | $211.0K | 0.01% | −5,740−85.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 988 | $211.0K | 0.02% | +988 | New |
| PRW Wealth Management LLC | 983 | $211.0K | 0.10% | +983 | New |
| Parisi Gray Wealth Management | 979 | $210.0K | 0.08% | +979 | New |
| Salomon & Ludwin, LLC | 980 | $210.0K | 0.03% | +980 | New |