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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 44 | $9.00K | 0.01% | +38+633.3% | Added |
| Halpern Financial, Inc. | 40 | $8.57K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $8.57K | 0.00% | +40 | New |
| Focused Wealth Management, Inc | 32 | $7.00K | 0.00% | −116−78.4% | Reduced |
| O'Dell Group, LLC | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 31 | $6.00K | 0.01% | +31 | New |
| Lowe Wealth Advisors, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 25 | $5.00K | 0.00% | +25 | New |
| Sandy Cove Advisors, LLC | 25 | $5.00K | 0.00% | +25 | New |
| Corbenic Partners LLC | 20 | $4.00K | 0.00% | −157−88.7% | Reduced |
| St. James Investment Advisors, LLC | 20 | $4.00K | 0.00% | +20 | New |
| Retirement Group, LLC | 13 | $3.00K | 0.00% | −27−67.5% | Reduced |
| Pacifica Partners Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 15 | $3.00K | 0.00% | +15 | New |
| Advanced Research Investment Solutions, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Emerson Wealth Management, LLC | 10 | $2.00K | 0.00% | +5+100.0% | Added |
| Lloyd Advisory Services, LLC. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Insight Financial Services | 5 | $1.00K | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 3 | $643 | 0.00% | – | – |
| Karlinski Andrew C | 2 | $0 | 0.00% | +2 | New |
| BBR Partners, LLC | 0 | $0 | 0.00% | −789,298−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −287,752−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −158,300−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −147,275−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −103,072−100.0% | Sold out |
| Skye Global Management LP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Bingham Osborn & Scarborough LLC | 0 | $0 | 0.00% | −53,051−100.0% | Sold out |
| B&D White Capital Company, LLC | 0 | $0 | 0.00% | −30,685−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −27,701−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −27,382−100.0% | Sold out |
| Clarity Financial LLC | 0 | $0 | 0.00% | −27,251−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −26,917−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −23,785−100.0% | Sold out |
| Myriad Asset Management Ltd. | 0 | $0 | 0.00% | −23,500−100.0% | Sold out |
| Bronson Point Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −18,199−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −17,326−100.0% | Sold out |
| Sovarnum Capital L.P. | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −15,316−100.0% | Sold out |
| Cunning Capital Partners, LP | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −8,874−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,327−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −6,774−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −5,993−100.0% | Sold out |
| Citizens Business Bank | 0 | $0 | 0.00% | −5,620−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,776−100.0% | Sold out |
| swisspartners Ltd. | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Hellman Jordan Management Co Inc | 0 | $0 | 0.00% | −4,071−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −3,792−100.0% | Sold out |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −3,611−100.0% | Sold out |
| BTG Pactual Global Asset Management Ltd | 0 | $0 | 0.00% | −3,335−100.0% | Sold out |
| DeDora Capital, Inc. | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,143−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −2,648−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −2,296−100.0% | Sold out |
| QVR LLC | 0 | $0 | 0.00% | −2,181−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,147−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,133−100.0% | Sold out |
| Global Strategic Investment Solutions, LLC | 0 | $0 | 0.00% | −1,856−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −1,790−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −1,773−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| Taylor, Cottrill, Erickson & Associates, Inc. | 0 | $0 | 0.00% | −1,472−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −1,459−100.0% | Sold out |
| Advus Financial Partners, LLC | 0 | $0 | 0.00% | −1,197−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −1,406−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Nichols & Pratt Advisers LLP | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| Lazard Freres Gestion S.A.S. | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Mosaic Advisors LLC | 0 | $0 | 0.00% | −1,132−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −1,112−100.0% | Sold out |
| Pinnacle Holdings, LLC | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −793−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −718−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −462−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −400−100.0% | Sold out |