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 |
|---|---|---|---|---|---|
| Game Creek Capital, LP | 975 | $209.0K | 0.10% | −2,150−68.8% | Reduced |
| Banco Santander, S.A. | 976 | $209.0K | 0.00% | −1,436−59.5% | Reduced |
| Steel Peak Wealth Management LLC | 977 | $209.0K | 0.01% | −150−13.3% | Reduced |
| Eagle Bay Advisors LLC | 975 | $209.0K | 0.14% | +104+11.9% | Added |
| Private Ocean, LLC | 977 | $209.0K | 0.02% | +290+42.2% | Added |
| Resource Planning Group | 971 | $208.0K | 0.14% | −196−16.8% | Reduced |
| Concorde Asset Management, LLC | 970 | $208.0K | 0.13% | +970 | New |
| Tranquility Partners, LLC | 966 | $207.0K | 0.10% | +966 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 954 | $205.0K | 0.06% | +954 | New |
| West Michigan Advisors, LLC | 958 | $205.0K | 0.15% | +958 | New |
| BlackDiamond Wealth Management Inc. | 952 | $204.0K | 0.23% | +952 | New |
| Parkside Advisors LLC | 946 | $203.0K | 0.06% | +946 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 943 | $202.0K | 0.02% | +943 | New |
| MONECO Advisors, LLC | 881 | $201.0K | 0.08% | +881 | New |
| Beacon Financial Advisory LLC | 936 | $201.0K | 0.09% | +936 | New |
| Monetary Management Group Inc | 931 | $200.0K | 0.05% | −750−44.6% | Reduced |
| Ellevest, Inc. | 919 | $197.0K | 0.02% | +59+6.9% | Added |
| Bellevue Asset Management, LLC | 903 | $194.0K | 0.11% | −580−39.1% | Reduced |
| CVA Family Office, LLC | 890 | $191.0K | 0.05% | +748+526.8% | Added |
| Bellwether Advisors, LLC | 874 | $187.0K | 0.06% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 869 | $186.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 848 | $182.0K | 0.10% | −19−2.2% | Reduced |
| Webster Bank, N. A. | 843 | $181.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 826 | $177.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 824 | $177.0K | 0.03% | +17+2.1% | Added |
| Rock Creek Group, LP | 811 | $174.0K | 0.03% | +133+19.6% | Added |
| MV Capital Management, Inc. | 809 | $173.0K | 0.03% | +44+5.8% | Added |
| LSV Asset Management | 800 | $171.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 790 | $169.0K | 0.07% | +405+105.2% | Added |
| Core Alternative Capital | 789 | $169.0K | 0.03% | +789 | New |
| CarsonAllaria Wealth Management, Ltd. | 774 | $166.0K | 0.15% | +774 | New |
| JNBA Financial Advisors | 771 | $165.0K | 0.02% | +75+10.8% | Added |
| Old North State Trust, LLC | 767 | $164.0K | 0.12% | +10+1.3% | Added |
| Lenox Wealth Advisors, LLC | 747 | $160.0K | 0.02% | −9−1.2% | Reduced |
| Tucker Asset Management LLC | 731 | $156.4K | 0.05% | +65+9.8% | Added |
| Northern Oak Wealth Management Inc | 725 | $155.0K | 0.02% | −100−12.1% | Reduced |
| American Research & Management Co. | 725 | $155.0K | 0.03% | +513+242.0% | Added |
| Chilton Capital Management LLC | 717 | $154.0K | 0.01% | +717 | New |
| Missouri Trust & Investment Co | 720 | $154.0K | 0.09% | +720 | New |
| Sound Income Strategies, LLC | 713 | $153.0K | 0.02% | −73−9.3% | Reduced |
| Toth Financial Advisory Corp | 709 | $152.0K | 0.02% | +17+2.5% | Added |
| Raffa Wealth Management, LLC | 703 | $150.7K | 0.05% | −11−1.5% | Reduced |
| First Command Bank | 826 | $150.0K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 697 | $150.0K | 0.08% | +224+47.4% | Added |
| Future Financial Wealth Managment LLC | 700 | $149.0K | 0.12% | +700 | New |
| Plante Moran Financial Advisors, LLC | 685 | $147.0K | 0.02% | +102+17.5% | Added |
| Capstone Investment Advisors, LLC | 672 | $144.0K | 0.00% | −70,946−99.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 674 | $144.0K | 0.00% | −3,657−84.4% | Reduced |
| Salem Investment Counselors Inc | 667 | $143.0K | 0.00% | +90+15.6% | Added |
| State of Wyoming | 658 | $141.0K | 0.07% | +658 | New |
| Sargent Bickham Lagudis LLC | 643 | $138.0K | 0.01% | −46−6.7% | Reduced |
| IAG Wealth Partners, LLC | 640 | $137.0K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 630 | $135.0K | 0.04% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 630 | $135.0K | 0.06% | +630 | New |
| Financial Management Professionals, Inc. | 627 | $134.0K | 0.03% | +14+2.3% | Added |
| Reilly Financial Advisors, LLC | 627 | $134.0K | 0.01% | +28+4.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 622 | $133.0K | 0.00% | −111−15.1% | Reduced |
| Howe & Rusling Inc | 621 | $133.0K | 0.02% | +3+0.5% | Added |
| BerganKDV Wealth Management, LLC | 610 | $131.0K | 0.01% | +310+103.3% | Added |
| Highlander Capital Management, LLC | 600 | $129.0K | 0.06% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 600 | $129.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 599 | $128.0K | 0.04% | +599 | New |
| Tevis Investment Management | 574 | $125.0K | 0.11% | +574 | New |
| Sierra Capital LLC | 579 | $124.0K | 0.02% | +37+6.8% | Added |
| Carolinas Wealth Consulting LLC | 567 | $122.0K | 0.03% | −44−7.2% | Reduced |
| TFC Financial Management | 567 | $122.0K | 0.04% | +40+7.6% | Added |
| Institutional & Family Asset Management, LLC | 540 | $116.0K | 0.02% | −84−13.5% | Reduced |
| Paragon Capital Management Ltd | 542 | $116.0K | 0.02% | +542 | New |
| Wagner Wealth Management, LLC | 531 | $114.0K | 0.09% | +63+13.5% | Added |
| Mascoma Wealth Management LLC | 530 | $114.0K | 0.04% | 00.0% | Unchanged |
| Monolith Advisors | 532 | $114.0K | 0.09% | +532 | New |
| Baron Financial Group, LLC | 530 | $113.6K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 526 | $113.0K | 0.16% | +526 | New |
| Atlas Capital Advisors LLC | 520 | $111.5K | 0.02% | −22−4.1% | Reduced |
| HBC Financial Services, PLLC | 517 | $110.0K | 0.07% | +134+35.0% | Added |
| Thompson Siegel & Walmsley LLC | 497 | $107.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 500 | $107.0K | 0.05% | 00.0% | Unchanged |
| Norwood Financial Corp | 500 | $107.0K | 0.15% | +500 | New |
| RE Dickinson Investment Advisors, LLC | 500 | $107.0K | 0.08% | +500 | New |
| Gemmer Asset Management LLC | 496 | $106.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 490 | $105.0K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 487 | $104.0K | 0.02% | −106−17.9% | Reduced |
| Equitec Proprietary Markets, LLC | 463 | $99.0K | 0.05% | +463 | New |
| Cassady Schiller Wealth Management, LLC | 463 | $99.0K | 0.06% | +463 | New |
| Tyler-Stone Wealth Management | 455 | $98.0K | 0.05% | +455 | New |
| Hanson & Doremus Investment Management | 454 | $97.0K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 451 | $97.0K | 0.02% | +54+13.6% | Added |
| PrairieView Partners, LLC | 447 | $96.0K | 0.01% | +297+198.0% | Added |
| Blume Capital Management, Inc. | 439 | $94.0K | 0.03% | 00.0% | Unchanged |
| AIA Group Ltd | 420 | $90.0K | 0.00% | −2,588−86.0% | Reduced |
| Old Second National Bank of Aurora | 580 | $90.0K | 0.03% | −50−7.9% | Reduced |
| Tacita Capital Inc | 420 | $90.0K | 0.05% | −15−3.4% | Reduced |
| TD Capital Management LLC | 417 | $89.0K | 0.01% | +2+0.5% | Added |
| TSFG, LLC | 415 | $89.0K | 0.03% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 406 | $87.0K | 0.00% | −3−0.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 405 | $86.0K | 0.04% | +405 | New |
| Family CFO Inc | 400 | $86.0K | 0.08% | +400 | New |
| FAI Wealth Management | 400 | $85.0K | 0.07% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 387 | $83.0K | 0.05% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 384 | $82.0K | 0.11% | 00.0% | Unchanged |