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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
Edge Wealth Management LLC383$82.0K0.02%00.0%Unchanged
Leelyn Smith, LLC361$77.0K0.02%−35−8.8%Reduced
Hillsdale Investment Management Inc.360$77.0K0.01%00.0%Unchanged
First Financial Corp359$77.0K0.05%00.0%Unchanged
Charter Oak Capital Management, LLC357$77.0K0.01%00.0%Unchanged
Cascade Investment Advisors, Inc.355$76.1K0.04%00.0%Unchanged
Simon Quick Advisors, LLC350$75.0K0.02%−165−32.0%Reduced
Graves-Light Private Wealth Management, Inc.350$75.0K0.01%−26−6.9%Reduced
Arlington Partners LLC347$74.0K0.02%+83+31.4%Added
Annapolis Financial Services, LLC340$73.0K0.02%+120+54.5%Added
First Bank & Trust337$72.0K0.03%−169−33.4%Reduced
Earnest Partners LLC338$72.0K0.00%+338New
Citizens National Bank Trust Department325$70.0K0.03%+325New
Schubert & Co321$69.0K0.07%+321New
Operose Advisors LLC318$68.0K0.06%+318New
Morton Brown Family Wealth, LLC316$68.0K0.05%+316New
BDO Wealth Advisors, LLC306$66.0K0.01%+120+64.5%Added
Gould Capital, LLC308$66.0K0.05%+308New
Cowen Prime Advisors LLC300$64.0K0.02%00.0%Unchanged
Financial Perspectives, Inc293$62.8K0.03%00.0%Unchanged
Vectors Research Management, LLC280$60.0K0.01%+25+9.8%Added
Providence Capital Advisors, LLC270$58.0K0.02%−122−31.1%Reduced
Piscataqua Savings Bank268$57.0K0.04%00.0%Unchanged
M&R Capital Management Inc267$57.0K0.01%00.0%Unchanged
Carroll Investors, Inc268$57.0K0.03%+268New
MBM Wealth Consultants, LLC263$56.0K0.02%00.0%Unchanged
RWM Asset Management, LLC258$55.0K0.01%00.0%Unchanged
Westside Investment Management, Inc.251$53.0K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.245$53.0K0.04%+245New
St. Johns Investment Management Company, LLC234$50.0K0.03%+234New
West Oak Capital, LLC227$49.0K0.02%00.0%Unchanged
HC Financial Advisors Inc215$46.0K0.03%00.0%Unchanged
McCarthy Asset Management, Inc.210$45.0K0.03%00.0%Unchanged
Okabena Investment Services Inc212$45.0K0.02%+212New
Rockbridge Investment Management, LCC204$44.0K0.01%00.0%Unchanged
Robbins Farley LLC202$43.0K0.03%00.0%Unchanged
West Financial Advisors, LLC200$43.0K0.01%00.0%Unchanged
Simplex Trading, LLC200$42.0K0.00%−160−44.4%Reduced
Front Row Advisors LLC191$41.0K0.02%00.0%Unchanged
Bell Investment Advisors, Inc191$41.0K0.01%+5+2.7%Added
West Bancorporation Inc189$41.0K0.03%+189New
Duncker Streett & Co Inc185$40.0K0.01%00.0%Unchanged
PSI Advisors, LLC186$40.0K0.02%00.0%Unchanged
Atwood & Palmer Inc186$40.0K0.00%+53+39.8%Added
Guardian Wealth Management, Inc.180$39.0K0.04%+180New
Bogart Wealth, LLC177$38.0K0.00%00.0%Unchanged
Masso Torrence Wealth Management Inc.177$38.0K0.03%+177New
Rise Advisors, LLC175$37.5K0.04%+175New
Life Planning Partners, Inc167$36.0K0.04%+167New
Kelly Lawrence W & Associates Inc165$35.0K0.01%00.0%Unchanged
Joseph Group Capital Management165$35.0K0.03%+165New
Disciplined Investments, LLC158$34.0K0.02%+100+172.4%Added
Cordasco Financial Network155$33.0K0.02%00.0%Unchanged
JJJ Advisors Inc.155$33.0K0.01%+34+28.1%Added
Arcadia Investment Management Corp150$32.0K0.01%00.0%Unchanged
AlphaMark Advisors, LLC150$32.0K0.01%00.0%Unchanged
Steward Financial Group LLC150$32.0K0.03%+150New
Bivin & Associates, Inc.150$32.0K0.03%+150New
IMA Wealth, Inc.142$30.0K0.01%−12−7.8%Reduced
Kelly Financial Services LLC138$29.5K0.01%+1+0.7%Added
Johnson Midwest Financial, LLC137$29.0K0.02%00.0%Unchanged
Curi Capital135$28.0K0.00%+135New
DB Fitzpatrick & Co, Inc129$28.0K0.03%+129New
Ten Capital Wealth Advisors, LLC128$27.0K0.01%00.0%Unchanged
Rational Advisors LLC120$26.0K0.00%+67+126.4%Added
First Community Trust NA120$25.7K0.02%+120New
Pacific Center for Financial Services115$25.0K0.01%00.0%Unchanged
Gladius Capital Management LP115$25.0K0.01%+64+125.5%Added
Migdal Insurance & Financial Holdings Ltd.119$25.0K0.00%+119New
Cornerstone Management, Inc.116$24.9K0.01%+116New
Stephens Consulting, LLC102$21.9K0.02%+102New
Advocacy Wealth Management Services, LLC100$21.0K0.00%00.0%Unchanged
AllSquare Wealth Management LLC100$21.0K0.01%00.0%Unchanged
Investment Research & Advisory Group, Inc.100$21.0K0.01%+100New
Widmann Financial Services, Inc.102$21.0K0.02%+102New
TAP Consulting, LLC92$20.0K0.00%+92New
Marquette Asset Management, LLC90$19.0K0.00%00.0%Unchanged
Barnett & Company, Inc.88$19.0K0.01%+60+214.3%Added
Evolution Advisers, Inc.89$19.0K0.01%+89New
Laurel Wealth Planning LLC85$18.0K0.01%00.0%Unchanged
Sage Private Wealth Group, LLC80$17.0K0.02%00.0%Unchanged
Moser Wealth Advisors, LLC79$17.0K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.75$16.0K0.00%00.0%Unchanged
Ford Financial Group, LLC75$16.0K0.01%+75New
Delos Wealth Advisors, LLC74$16.0K0.02%+74New
Elmwood Wealth Management, Inc.68$15.0K0.01%+68New
Rocky Mountain Advisers, LLC60$13.0K0.01%00.0%Unchanged
Centerpoint Advisors, LLC60$13.0K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC50$11.0K0.00%−400−88.9%Reduced
USA Financial Portformulas Corp49$11.0K0.01%−283−85.2%Reduced
Carolina Wealth Advisors, LLC50$11.0K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC51$11.0K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory, LLC50$11.0K0.01%00.0%Unchanged
True Link Financial Advisors, LLC51$11.0K0.00%00.0%Unchanged
Hoey Investments, Inc45$10.0K0.00%−100−69.0%Reduced
Thomas J. Herzfeld Advisors, Inc.45$10.0K0.00%+11+32.4%Added
Hoese & Co LLP46$10.0K0.01%+26+130.0%Added
Strategic Asset Management, LLC48$10.0K0.01%+48New
Winch Advisory Services, LLC41$9.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC41$9.00K0.01%00.0%Unchanged