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 |
|---|---|---|---|---|---|
| Lynch & Associates | 62,781 | $13.5M | 3.18% | −130−0.2% | Reduced |
| Voloridge Investment Management, LLC | 62,387 | $13.4M | 0.07% | +62,387 | New |
| Wesbanco Bank Inc | 62,119 | $13.3M | 0.48% | −82−0.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 61,592 | $13.2M | 0.25% | +709+1.2% | Added |
| Mark Stevens | 61,556 | $13.2M | 1.39% | −1,991−3.1% | Reduced |
| Securian Asset Management, Inc | 61,422 | $13.2M | 0.24% | −942−1.5% | Reduced |
| Linscomb & Williams, Inc. | 60,761 | $13.0M | 0.62% | +57+0.1% | Added |
| Isthmus Partners, LLC | 60,734 | $13.0M | 2.18% | −307−0.5% | Reduced |
| Bokf, NA | 60,581 | $13.0M | 0.20% | +2,435+4.2% | Added |
| FDx Advisors, Inc. | 60,390 | $12.9M | 0.36% | +10,402+20.8% | Added |
| Cornerstone Advisors, LLC | 60,000 | $12.9M | 0.70% | +6,000+11.1% | Added |
| CapWealth Advisors, LLC | 59,959 | $12.9M | 1.31% | +693+1.2% | Added |
| Virginia Retirement Systems Et Al | 59,900 | $12.8M | 0.12% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 59,744 | $12.8M | 0.90% | +41+0.1% | Added |
| Churchill Management Corp | 59,562 | $12.8M | 0.18% | −1,454−2.4% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 59,400 | $12.7M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 59,085 | $12.7M | 0.14% | −125,330−68.0% | Reduced |
| Bridgeworth, LLC | 58,754 | $12.6M | 2.78% | +58,754 | New |
| Ameritas Advisory Services, LLC | 58,480 | $12.5M | 0.46% | +58,480 | New |
| Hamel Associates, Inc. | 58,194 | $12.5M | 4.47% | −390−0.7% | Reduced |
| Mastrapasqua Asset Management Inc | 58,107 | $12.5M | 1.22% | +595+1.0% | Added |
| Amica Mutual Insurance Co | 57,935 | $12.4M | 1.05% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 57,831 | $12.4M | 0.97% | −557−1.0% | Reduced |
| Qube Research & Technologies Ltd | 57,526 | $12.3M | 0.10% | +2,449+4.4% | Added |
| First National Trust Co | 57,172 | $12.3M | 0.64% | +2,093+3.8% | Added |
| Allstate Corp | 56,926 | $12.2M | 0.23% | +41,472+268.4% | Added |
| Lee Danner & Bass Inc | 56,470 | $12.1M | 1.04% | −404−0.7% | Reduced |
| Congress Asset Management Co | 55,940 | $12.0M | 0.09% | +933+1.7% | Added |
| Signaturefd, LLC | 55,656 | $11.9M | 0.37% | −2,500−4.3% | Reduced |
| Maryland State Retirement & Pension System | 55,591 | $11.9M | 0.31% | +330+0.6% | Added |
| Tower Research Capital LLC (TRC) | 55,398 | $11.9M | 0.21% | +32,047+137.2% | Added |
| Eagle Ridge Investment Management | 55,324 | $11.9M | 1.24% | −1,773−3.1% | Reduced |
| Grace & White Inc | 54,990 | $11.8M | 2.18% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 54,929 | $11.8M | 0.33% | +4,688+9.3% | Added |
| Congress Wealth Management LLC | 54,487 | $11.7M | 0.23% | +54,487 | New |
| Lowe Brockenbrough & Co Inc | 54,177 | $11.6M | 0.85% | −235−0.4% | Reduced |
| Employees Retirement System of Texas | 54,000 | $11.6M | 0.13% | +54,000 | New |
| MAI Capital Management | 53,881 | $11.5M | 0.19% | +14,621+37.2% | Added |
| Chartwell Investment Partners, LLC | 53,851 | $11.5M | 0.34% | −1,794−3.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 53,714 | $11.5M | 0.10% | −1,136−2.1% | Reduced |
| Gilbert & Cook, Inc. | 53,692 | $11.5M | 1.85% | −105−0.2% | Reduced |
| Biechele Royce Advisors | 53,521 | $11.5M | 4.59% | +797+1.5% | Added |
| Venturi Wealth Management, LLC | 53,477 | $11.5M | 0.87% | +3,331+6.6% | Added |
| Covington Capital Management | 53,379 | $11.4M | 0.40% | +520+1.0% | Added |
| Anchor Investment Management, LLC | 52,919 | $11.3M | 1.41% | +1,437+2.8% | Added |
| Vantage Investment Partners, LLC | 52,903 | $11.3M | 0.58% | +10,242+24.0% | Added |
| Tower Bridge Advisors | 52,587 | $11.3M | 0.69% | −101,604−65.9% | Reduced |
| Assenagon Asset Management S.A. | 52,295 | $11.2M | 0.04% | +36,395+228.9% | Added |
| Northeast Investment Management | 51,982 | $11.1M | 0.54% | −329−0.6% | Reduced |
| Executive Wealth Management, LLC | 51,671 | $11.1M | 1.10% | +313+0.6% | Added |
| Intact Investment Management Inc. | 51,500 | $11.0M | 0.28% | −10,000−16.3% | Reduced |
| Hantz Financial Services, Inc. | 51,426 | $11.0M | 0.32% | +1,278+2.5% | Added |
| O'Shares Investment Advisers, LLC | 51,134 | $11.0M | 0.78% | +3,714+7.8% | Added |
| KBC Group NV | 51,070 | $10.9M | 0.04% | −105,165−67.3% | Reduced |
| Hendershot Investments Inc. | 51,010 | $10.9M | 1.66% | +2,619+5.4% | Added |
| ARGI Investment Services, LLC | 50,997 | $10.9M | 0.32% | −799−1.5% | Reduced |
| Prudential PLC | 50,654 | $10.9M | 0.15% | −5,127−9.2% | Reduced |
| Hendley & Co Inc | 50,595 | $10.8M | 3.54% | −140−0.3% | Reduced |
| Willis Investment Counsel | 50,285 | $10.8M | 0.57% | +12,885+34.5% | Added |
| Daiwa Securities Group Inc. | 50,123 | $10.7M | 0.06% | +7,170+16.7% | Added |
| Nan Shan Life Insurance Co., Ltd. | 50,000 | $10.7M | 0.16% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 49,500 | $10.6M | 1.27% | −1,500−2.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 48,406 | $10.5M | 2.04% | +2,712+5.9% | Added |
| Miracle Mile Advisors, LLC | 49,050 | $10.5M | 0.41% | +1,081+2.3% | Added |
| Wealthcare Advisory Partners LLC | 49,022 | $10.5M | 0.63% | −3,711−7.0% | Reduced |
| Impala Asset Management LLC | 49,000 | $10.5M | 0.86% | +49,000 | New |
| Tufton Capital Management | 48,727 | $10.4M | 1.60% | −300−0.6% | Reduced |
| BancorpSouth Bank | 48,686 | $10.4M | 1.30% | +510+1.1% | Added |
| Regentatlantic Capital LLC | 48,467 | $10.4M | 0.29% | +598+1.2% | Added |
| Addenda Capital Inc. | 48,122 | $10.3M | 0.44% | −670−1.4% | Reduced |
| Koshinski Asset Management, Inc. | 47,870 | $10.3M | 0.83% | +59+0.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 47,963 | $10.3M | 0.13% | +47,963 | New |
| Oppenheimer & Co Inc | 47,671 | $10.2M | 0.18% | +582+1.2% | Added |
| Resources Management Corp | 47,434 | $10.2M | 1.32% | +81+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 47,207 | $10.1M | 0.02% | +1,474+3.2% | Added |
| Glenview Trust Co | 47,127 | $10.1M | 0.33% | +75+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 46,983 | $10.1M | 0.87% | −298−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 46,622 | $9.99M | 0.10% | −18,312−28.2% | Reduced |
| Kestra Private Wealth Services, LLC | 46,284 | $9.92M | 0.47% | −288−0.6% | Reduced |
| Cetera Investment Advisers | 46,281 | $9.92M | 0.14% | −602−1.3% | Reduced |
| Capitolis Advisors LLC | 45,967 | $9.85M | 0.06% | +9,002+24.4% | Added |
| Greenwood Capital Associates LLC | 45,895 | $9.84M | 1.39% | −980−2.1% | Reduced |
| MainStreet Investment Advisors LLC | 45,883 | $9.83M | 0.86% | +33+0.1% | Added |
| Davy Global Fund Management Ltd | 45,874 | $9.83M | 1.51% | −3,591−7.3% | Reduced |
| Louisiana State Employees Retirement System | 45,700 | $9.79M | 0.21% | +400+0.9% | Added |
| Shell Asset Management Co | 45,312 | $9.71M | 0.20% | +2,570+6.0% | Added |
| Beacon Financial Group | 45,415 | $9.70M | 1.26% | −78−0.2% | Reduced |
| Hunter Associates Investment Management LLC | 45,200 | $9.69M | 2.77% | +1,000+2.3% | Added |
| Headinvest, LLC | 45,007 | $9.65M | 1.71% | −930−2.0% | Reduced |
| Donaldson Capital Management, LLC | 44,937 | $9.63M | 0.42% | −1,033−2.2% | Reduced |
| New Mexico Educational Retirement Board | 44,462 | $9.53M | 0.32% | −2,900−6.1% | Reduced |
| Princeton Capital Management LLC | 44,394 | $9.52M | 2.73% | −199−0.4% | Reduced |
| Miramar Capital, LLC | 44,319 | $9.50M | 3.22% | +1,292+3.0% | Added |
| Massmutual Trust Co FSB | 44,043 | $9.44M | 0.35% | +77+0.2% | Added |
| Federated Hermes, Inc. | 44,004 | $9.43M | 0.02% | +5,130+13.2% | Added |
| Corbyn Investment Management Inc | 43,897 | $9.41M | 2.84% | +366+0.8% | Added |
| Kentucky Retirement Systems | 43,871 | $9.40M | 0.38% | +1,310+3.1% | Added |
| HBK Sorce Advisory LLC | 43,746 | $9.38M | 0.47% | +2,341+5.7% | Added |
| Woodmont Investment Counsel LLC | 43,649 | $9.36M | 1.20% | +1,144+2.7% | Added |
| Evergreen Capital Management LLC | 43,630 | $9.35M | 0.37% | +2,213+5.3% | Added |