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
- +289 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
- 85
- 706 more reduced
38 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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 199,465 | $42.8M | 0.33% | −2,241−1.1% | Reduced |
| RNC Capital Management LLC | 197,811 | $42.4M | 2.10% | +270.0% | Added |
| River Road Asset Management, LLC | 197,761 | $42.4M | 0.45% | −19,807−9.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 197,278 | $42.3M | 0.14% | −113,421−36.5% | Reduced |
| Keybank National Association | 195,839 | $42.0M | 0.17% | −1,207−0.6% | Reduced |
| Amalgamated Bank | 194,889 | $41.8M | 0.31% | +30,738+18.7% | Added |
| Loomis Sayles & Co L P | 194,353 | $41.7M | 0.05% | −53,254−21.5% | Reduced |
| Impax Asset Management Group plc | 193,345 | $41.4M | 0.15% | −35,531−15.5% | Reduced |
| Value Partners Investments Inc. | 192,109 | $41.0M | 3.34% | +118+0.1% | Added |
| DnB Asset Management AS | 190,912 | $40.9M | 0.24% | +37,215+24.2% | Added |
| United Capital Financial Advisers, LLC | 188,832 | $40.5M | 0.19% | −21,317−10.1% | Reduced |
| Trillium Asset Management, LLC | 188,331 | $40.4M | 0.95% | +3,007+1.6% | Added |
| London & Capital Asset Management Ltd | 186,981 | $40.1M | 2.46% | +5,441+3.0% | Added |
| Neuberger Berman Group LLC | 194,273 | $39.9M | 0.03% | +79,539+69.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 185,733 | $39.8M | 0.35% | −9,326−4.8% | Reduced |
| Handelsbanken Fonder AB | 185,613 | $39.8M | 0.20% | +8,315+4.7% | Added |
| State of Michigan Retirement System | 183,619 | $39.4M | 0.21% | +800+0.4% | Added |
| First Republic Investment Management, Inc. | 183,577 | $39.3M | 0.08% | −28,274−13.3% | Reduced |
| Nisa Investment Advisors, LLC | 193,709 | $39.2M | 0.29% | −10,248−5.0% | Reduced |
| CIBC World Markets Inc. | 182,237 | $39.1M | 0.13% | +12,322+7.3% | Added |
| Smith Chas P & Associates Pa Cpas | 178,253 | $38.2M | 2.60% | +178+0.1% | Added |
| Delta Asset Management LLC | 178,043 | $38.2M | 3.37% | +204+0.1% | Added |
| First Manhattan Co | 176,707 | $37.9M | 0.12% | −897−0.5% | Reduced |
| Natixis Advisors, L.P. | 176,500 | $37.8M | 0.14% | +25,491+16.9% | Added |
| Varma Mutual Pension Insurance Co | 175,000 | $37.5M | 0.55% | +91,000+108.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 173,254 | $37.1M | 1.21% | −1,265−0.7% | Reduced |
| Forsta Ap-Fonden | 172,400 | $37.0M | 0.37% | −13,300−7.2% | Reduced |
| Nexus Investment Management ULC | 171,750 | $36.8M | 3.74% | −21,290−11.0% | Reduced |
| Raymond James Trust N.A. | 170,079 | $36.5M | 1.08% | +100,661+145.0% | Added |
| Man Group plc | 167,431 | $35.9M | 0.12% | +15,475+10.2% | Added |
| Jupiter Asset Management Ltd | 167,101 | $35.7M | 0.39% | −122,152−42.2% | Reduced |
| Klingenstein Fields & Co LP | 166,320 | $35.6M | 1.43% | −2,153−1.3% | Reduced |
| Westshore Wealth, LLC | 164,955 | $35.4M | 24.23% | +168+0.1% | Added |
| Oppenheimer Asset Management Inc. | 164,557 | $35.3M | 0.47% | +3,853+2.4% | Added |
| Brown Advisory Inc | 161,340 | $34.6M | 0.04% | +9,377+6.2% | Added |
| MetLife Investment Management | 161,102 | $34.5M | 0.28% | −3,390−2.1% | Reduced |
| Umb Bank N A | 160,626 | $34.4M | 0.43% | +20,681+14.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 160,277 | $34.4M | 0.17% | −4,973−3.0% | Reduced |
| Sabal Trust CO | 158,294 | $33.9M | 2.15% | −2,218−1.4% | Reduced |
| Osterweis Capital Management Inc | 157,646 | $33.8M | 1.69% | +157,646 | New |
| KCM Investment Advisors LLC | 155,771 | $33.4M | 1.16% | +1,629+1.1% | Added |
| Argent Capital Management LLC | 153,034 | $32.8M | 0.95% | −314−0.2% | Reduced |
| Deprince Race & Zollo Inc | 152,127 | $32.6M | 0.83% | +1,171+0.8% | Added |
| ProShare Advisors LLC | 151,723 | $32.5M | 0.06% | +35,074+30.1% | Added |
| Baker Avenue Asset Management, LP | 151,451 | $32.5M | 1.66% | +1,320+0.9% | Added |
| Parsec Financial Management, Inc. | 149,929 | $32.1M | 1.33% | −465−0.3% | Reduced |
| D.A. Davidson & Co. | 149,801 | $32.1M | 0.34% | +2,198+1.5% | Added |
| Alpha Cubed Investments, LLC | 149,063 | $31.9M | 2.09% | +6,271+4.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 148,733 | $31.8M | 0.16% | +887+0.6% | Added |
| Clarkston Capital Partners, LLC | 147,447 | $31.6M | 0.54% | −10,417−6.6% | Reduced |
| Calamos Advisors LLC | 146,919 | $31.5M | 0.13% | +5,674+4.0% | Added |
| Bank of Nova Scotia | 143,038 | $30.7M | 0.04% | −54,558−27.6% | Reduced |
| Capital Investment Advisors, LLC | 143,023 | $30.7M | 0.94% | +525+0.4% | Added |
| Waters Parkerson & Co., LLC | 141,137 | $30.3M | 1.60% | −7,245−4.9% | Reduced |
| Scotia Capital Inc. | 141,132 | $30.2M | 0.20% | +709+0.5% | Added |
| Accredited Investors Inc. | 139,444 | $29.9M | 2.66% | +293+0.2% | Added |
| Moore Capital Management, LP | 136,759 | $29.3M | 0.74% | +136,759 | New |
| Utah Retirement Systems | 131,318 | $28.1M | 0.35% | +200+0.2% | Added |
| Donald L. Hagan, LLC | 130,000 | $27.9M | 14.39% | 00.0% | Unchanged |
| Jennison Associates LLC | 128,952 | $27.6M | 0.02% | +42,419+49.0% | Added |
| British Columbia Investment Management Corp | 128,047 | $27.4M | 0.15% | −5,708−4.3% | Reduced |
| Schwartz Investment Counsel Inc | 126,764 | $27.2M | 1.06% | −100−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 126,239 | $27.1M | 0.06% | +11,707+10.2% | Added |
| RSM US Wealth Management LLC | 125,752 | $27.0M | 1.32% | +590.0% | Added |
| Public Employees Retirement Association of Colorado | 124,865 | $26.8M | 0.11% | −1,438−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 123,909 | $26.6M | 0.12% | +816+0.7% | Added |
| Washington Trust Advisors, Inc. | 122,188 | $26.2M | 1.77% | +122,188 | New |
| Merriman Wealth Management, LLC | 121,767 | $26.1M | 1.90% | +540.0% | Added |
| Xponance, Inc. | 121,749 | $26.1M | 0.41% | +10,883+9.8% | Added |
| Public Sector Pension Investment Board | 121,670 | $26.1M | 0.14% | −1,160−0.9% | Reduced |
| Comerica Bank | 128,521 | $26.0M | 0.19% | −171,476−57.2% | Reduced |
| First Long Island Investors, LLC | 120,173 | $25.8M | 2.02% | +500+0.4% | Added |
| Synovus Financial Corp | 119,571 | $25.6M | 0.25% | +2,897+2.5% | Added |
| Swiss Life Asset Management Ltd | 118,246 | $25.3M | 0.33% | −21,519−15.4% | Reduced |
| Gulf International Bank (UK) Ltd | 117,825 | $25.3M | 0.36% | −24,667−17.3% | Reduced |
| Prio Wealth Limited Partnership | 117,233 | $25.1M | 0.77% | +3,393+3.0% | Added |
| Metropolitan Life Insurance Co | 116,356 | $24.9M | 0.34% | −2,287−1.9% | Reduced |
| Bryn Mawr Trust Co | 115,412 | $24.7M | 0.89% | −413−0.4% | Reduced |
| Stephens Inc | 114,625 | $24.6M | 0.37% | −8,926−7.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 114,389 | $24.5M | 0.53% | +50,229+78.3% | Added |
| State of Alaska, Department of Revenue | 114,332 | $24.5M | 0.24% | −17,624−13.4% | Reduced |
| Professional Advisory Services Inc | 113,279 | $24.3M | 3.30% | −7,126−5.9% | Reduced |
| Yousif Capital Management, LLC | 113,108 | $24.2M | 0.25% | +113,108 | New |
| Marcum Wealth, LLC | 112,933 | $24.2M | 3.37% | +7,149+6.8% | Added |
| LGT Group Foundation | 112,888 | $24.2M | 0.62% | +112,888 | New |
| Guggenheim Capital LLC | 112,683 | $24.2M | 0.13% | −8,820−7.3% | Reduced |
| Everett Harris & Co | 111,847 | $24.0M | 0.33% | −904−0.8% | Reduced |
| Wade G W & Inc | 111,140 | $23.8M | 1.03% | +364+0.3% | Added |
| Quinn Opportunity Partners LLC | 110,830 | $23.8M | 1.45% | −14,000−11.2% | Reduced |
| Cetera Advisor Networks LLC | 110,100 | $23.6M | 0.29% | +2,761+2.6% | Added |
| APG Asset Management N.V. | 125,094 | $23.6M | 0.04% | −23,115−15.6% | Reduced |
| Bartlett & Co. LLC | 109,689 | $23.5M | 0.40% | −740−0.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 109,689 | $23.5M | 0.40% | −740−0.7% | Reduced |
| Mackay Shields LLC | 109,054 | $23.4M | 0.19% | −2,350−2.1% | Reduced |
| Kestra Advisory Services, LLC | 108,583 | $23.3M | 0.24% | +18,588+20.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 108,505 | $23.3M | 4.13% | −644−0.6% | Reduced |
| Alberta Investment Management Corp | 108,200 | $23.2M | 0.14% | −2,300−2.1% | Reduced |
| Fidelity National Financial, Inc. | 106,701 | $22.9M | 1.90% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 106,492 | $22.8M | 3.41% | −1,312−1.2% | Reduced |
| National Bank of Canada | 104,992 | $22.5M | 0.09% | +104,992 | New |