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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 104,403 | $22.4M | 0.47% | +2,813+2.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 103,887 | $22.3M | 0.82% | +11,237+12.1% | Added |
| Pinnacle Financial Partners Inc | 103,067 | $22.1M | 0.69% | +4,940+5.0% | Added |
| Northwestern Mutual Wealth Management Co | 102,134 | $21.9M | 0.04% | +25,374+33.1% | Added |
| Allianz Asset Management GmbH | 101,626 | $21.8M | 0.02% | −140,976−58.1% | Reduced |
| Texas Permanent School Fund | 100,571 | $21.6M | 0.26% | −11,938−10.6% | Reduced |
| Pinnacle Associates Ltd | 100,285 | $21.5M | 0.37% | +479+0.5% | Added |
| Zevin Asset Management LLC | 100,110 | $21.5M | 3.87% | −5,865−5.5% | Reduced |
| Financial Counselors Inc | 99,614 | $21.4M | 0.44% | −1,323−1.3% | Reduced |
| Private Advisor Group, LLC | 99,527 | $21.3M | 0.16% | −13,455−11.9% | Reduced |
| Stock Yards Bank & Trust Co | 99,028 | $21.2M | 1.12% | +5,543+5.9% | Added |
| Westpac Banking Corp | 98,974 | $21.2M | 0.22% | −11,157−10.1% | Reduced |
| Franklin Street Advisors Inc | 97,853 | $21.0M | 1.59% | +4,012+4.3% | Added |
| Candriam Luxembourg S.C.A. | 97,181 | $20.8M | 0.13% | +4,228+4.5% | Added |
| PFS Investments Inc. | 96,632 | $20.7M | 0.40% | +9,673+11.1% | Added |
| Mutual of America Capital Management LLC | 96,344 | $20.6M | 0.21% | +721+0.8% | Added |
| Marco Investment Management LLC | 95,961 | $20.6M | 2.02% | +2,777+3.0% | Added |
| Osher Van de Voorde Investment Management | 95,280 | $20.4M | 4.51% | +3,580+3.9% | Added |
| Blue Chip Partners, Inc. | 94,916 | $20.3M | 2.55% | +2,038+2.2% | Added |
| Godsey & Gibb Associates | 94,563 | $20.3M | 6.50% | +94,563 | New |
| Huntington National Bank | 94,531 | $20.3M | 0.18% | +2,057+2.2% | Added |
| IFM Investors Pty Ltd | 94,231 | $20.2M | 0.37% | −761−0.8% | Reduced |
| Southern Capital Advisors, LLC | 92,163 | $19.8M | 12.22% | +92,163 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 91,976 | $19.7M | 0.10% | +91,976 | New |
| Mercer Global Advisors Inc | 91,965 | $19.7M | 0.12% | +5,943+6.9% | Added |
| Commerce Bank | 91,810 | $19.7M | 0.13% | −2,398−2.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 91,522 | $19.6M | 0.21% | +255+0.3% | Added |
| Kornitzer Capital Management Inc | 90,784 | $19.5M | 0.29% | −1,055−1.1% | Reduced |
| Tobam | 89,103 | $19.1M | 0.86% | +951+1.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 89,089 | $19.1M | 0.04% | +11,936+15.5% | Added |
| AE Wealth Management LLC | 89,084 | $19.1M | 0.13% | +2,566+3.0% | Added |
| CIBC Asset Management Inc | 88,654 | $19.0M | 0.07% | +3,851+4.5% | Added |
| Avalon Investment & Advisory | 88,639 | $19.0M | 0.47% | −19,059−17.7% | Reduced |
| Greatmark Investment Partners, Inc. | 88,499 | $19.0M | 3.19% | −100.0% | Reduced |
| Charter Trust Co | 88,486 | $19.0M | 1.61% | −200−0.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 87,562 | $18.8M | 1.38% | −1,394−1.6% | Reduced |
| MML Investors Services, LLC | 87,047 | $18.7M | 0.13% | +18,955+27.8% | Added |
| Panagora Asset Management Inc | 86,875 | $18.6M | 0.10% | +70,725+437.9% | Added |
| Grimes & Company, Inc. | 86,146 | $18.5M | 0.85% | +1,094+1.3% | Added |
| Abner Herrman & Brock LLC | 86,047 | $18.4M | 2.40% | +1,420+1.7% | Added |
| Boston Common Asset Management, LLC | 85,528 | $18.3M | 0.74% | +1,907+2.3% | Added |
| Iowa State Bank | 85,177 | $18.3M | 4.30% | +3,558+4.4% | Added |
| Mayflower Financial Advisors, LLC | 85,089 | $18.2M | 2.42% | +315+0.4% | Added |
| Texas Yale Capital Corp. | 84,811 | $18.2M | 0.92% | +640+0.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 84,448 | $18.1M | 2.72% | +218+0.3% | Added |
| Richard C. Young & CO., LTD. | 83,232 | $17.8M | 2.25% | +188+0.2% | Added |
| Doyle Wealth Management | 83,219 | $17.8M | 1.28% | +816+1.0% | Added |
| Jacobs & Co | 83,080 | $17.8M | 1.85% | −350.0% | Reduced |
| Palladium Partners LLC | 82,881 | $17.8M | 0.73% | −793−0.9% | Reduced |
| Heritage Investors Management Corp | 82,680 | $17.7M | 0.69% | −1,608−1.9% | Reduced |
| Waypoint Wealth Partners Inc. | 81,858 | $17.5M | 6.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 78,325 | $17.5M | 0.17% | +78,325 | New |
| Balyasny Asset Management LLC | 80,111 | $17.2M | 0.07% | +80,111 | New |
| Zenyatta Capital Management LP | 80,000 | $17.1M | 6.44% | +80,000 | New |
| Brinker Capital Investments, LLC | 79,297 | $17.0M | 0.25% | +5,220+7.0% | Added |
| Atria Investments LLC | 78,686 | $16.9M | 0.30% | +11,180+16.6% | Added |
| Nissay Asset Management Corp | 78,370 | $16.8M | 0.13% | −626−0.8% | Reduced |
| Davidson Investment Advisors | 77,357 | $16.6M | 1.18% | −1,033−1.3% | Reduced |
| Hartford Investment Management Co | 76,590 | $16.4M | 0.38% | +5,978+8.5% | Added |
| Citizens Financial Group Inc | 76,383 | $16.3M | 0.55% | −277−0.4% | Reduced |
| Stillwater Capital Advisors, LLC | 75,341 | $16.1M | 2.46% | −1,063−1.4% | Reduced |
| Verity & Verity, LLC | 75,035 | $16.1M | 2.30% | −593−0.8% | Reduced |
| Fisher Asset Management, LLC | 74,779 | $16.0M | 0.01% | +4,533+6.5% | Added |
| Bridgeway Capital Management, LLC | 74,713 | $16.0M | 0.30% | −1,400−1.8% | Reduced |
| Investment House LLC | 74,616 | $16.0M | 1.03% | +6,470+9.5% | Added |
| Cullinan Associates Inc | 74,308 | $15.9M | 0.81% | +1,167+1.6% | Added |
| Adviser Investments LLC | 74,173 | $15.9M | 1.07% | +200+0.3% | Added |
| Mayar Capital Ltd. | 73,800 | $15.8M | 14.99% | +3,437+4.9% | Added |
| Lathrop Investment Management Corp | 73,720 | $15.8M | 3.11% | −146−0.2% | Reduced |
| Guyasuta Investment Advisors Inc | 73,162 | $15.7M | 1.03% | −926−1.2% | Reduced |
| Madison Asset Management, LLC | 73,125 | $15.7M | 0.21% | −1,901−2.5% | Reduced |
| Stonegate Investment Group, LLC | 73,014 | $15.7M | 0.66% | +73,014 | New |
| Axxcess Wealth Management, LLC | 72,979 | $15.6M | 1.19% | +72,979 | New |
| Gotham Asset Management, LLC | 72,502 | $15.5M | 0.50% | +9,923+15.9% | Added |
| Independent Advisor Alliance | 72,458 | $15.5M | 0.77% | −815−1.1% | Reduced |
| Worldquant Millennium Advisors LLC | 71,410 | $15.3M | 0.30% | +71,410 | New |
| TCTC Holdings, LLC | 71,086 | $15.2M | 0.65% | −563−0.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 70,000 | $15.0M | 0.18% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 69,811 | $15.0M | 1.87% | +16,292+30.4% | Added |
| Steward Partners Investment Advisory, LLC | 69,616 | $14.9M | 0.23% | +5,340+8.3% | Added |
| Stack Financial Management, Inc | 69,120 | $14.8M | 1.28% | +308+0.4% | Added |
| Tredje AP-fonden | 68,929 | $14.8M | 0.29% | 00.0% | Unchanged |
| Andra AP-fonden | 68,700 | $14.7M | 0.30% | −11,000−13.8% | Reduced |
| J.W. Cole Advisors, Inc. | 67,893 | $14.6M | 0.95% | −426−0.6% | Reduced |
| Segall Bryant & Hamill, LLC | 67,740 | $14.5M | 0.13% | −263−0.4% | Reduced |
| DuPont Capital Management Corp | 67,704 | $14.5M | 0.52% | −13,193−16.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 67,236 | $14.4M | 1.24% | −1,384−2.0% | Reduced |
| 9258 Wealth Management, LLC | 66,067 | $14.2M | 3.25% | +185+0.3% | Added |
| CIBC World Markets Corp | 65,991 | $14.1M | 0.08% | +24,935+60.7% | Added |
| Welch & Forbes LLC | 65,787 | $14.1M | 0.21% | −856−1.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 65,344 | $14.0M | 1.46% | +369+0.6% | Added |
| Noesis Capital Mangement Corp | 65,230 | $14.0M | 2.82% | −9,176−12.3% | Reduced |
| Gradient Investments LLC | 64,986 | $13.9M | 0.35% | +1,729+2.7% | Added |
| First National Bank of Omaha | 64,983 | $13.9M | 0.67% | −1,204−1.8% | Reduced |
| Wilkins Investment Counsel Inc | 64,287 | $13.8M | 3.04% | −600−0.9% | Reduced |
| Sowell Financial Services LLC | 63,872 | $13.7M | 0.78% | +6,918+12.1% | Added |
| CCM Investment Advisers LLC | 63,440 | $13.6M | 1.65% | +3,285+5.5% | Added |
| StrategIQ Financial Group, LLC | 63,043 | $13.5M | 1.35% | +1,224+2.0% | Added |
| NN Investment Partners Holdings N.V. | 63,032 | $13.5M | 0.07% | −187,768−74.9% | Reduced |
| Norinchukin Bank, The | 62,818 | $13.5M | 0.17% | −327−0.5% | Reduced |