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 |
|---|---|---|---|---|---|
| Spinnaker Trust | 43,218 | $9.26M | 0.59% | +815+1.9% | Added |
| Richard Bernstein Advisors LLC | 42,878 | $9.19M | 0.18% | 00.0% | Unchanged |
| Capital Management Corp | 42,371 | $9.08M | 1.89% | +2,772+7.0% | Added |
| Evercore Wealth Management, LLC | 42,180 | $9.04M | 0.15% | +150.0% | Added |
| WESPAC Advisors SoCal, LLC | 38,795 | $8.95M | 2.73% | −105−0.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 41,697 | $8.94M | 0.11% | +763+1.9% | Added |
| Sigma Planning Corp | 41,651 | $8.93M | 0.25% | +2,936+7.6% | Added |
| Ibex Wealth Advisors | 41,274 | $8.85M | 1.57% | +691+1.7% | Added |
| Agf Investments Inc. | 41,266 | $8.85M | 0.06% | +7,171+21.0% | Added |
| Waterfront Wealth Inc. | 41,249 | $8.84M | 3.50% | +26+0.1% | Added |
| Putnam Investments LLC | 41,243 | $8.84M | 0.01% | −4,806−10.4% | Reduced |
| Swarthmore Group Inc | 41,049 | $8.80M | 2.09% | −7,760−15.9% | Reduced |
| Sand Hill Global Advisors, LLC | 40,945 | $8.78M | 0.49% | −374−0.9% | Reduced |
| Dowling & Yahnke LLC | 40,830 | $8.75M | 0.42% | −420−1.0% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 40,385 | $8.66M | 5.06% | −950−2.3% | Reduced |
| Riverview Capital Advisers, LLC | 40,338 | $8.65M | 3.85% | +40,338 | New |
| Ironwood Investment Counsel, LLC | 40,198 | $8.62M | 1.97% | +313+0.8% | Added |
| XML Financial, LLC | 40,104 | $8.60M | 1.04% | +179+0.4% | Added |
| Garland Capital Management Inc | 39,955 | $8.56M | 5.91% | −2,900−6.8% | Reduced |
| Live Oak Private Wealth LLC | 39,940 | $8.56M | 1.61% | +129+0.3% | Added |
| Sky Investment Group LLC | 39,824 | $8.54M | 1.72% | +60+0.2% | Added |
| CMG Global Holdings, LLC | 39,686 | $8.51M | 5.48% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 39,559 | $8.48M | 0.37% | +1,920+5.1% | Added |
| Artemis Investment Management LLP | 39,617 | $8.48M | 0.06% | +12,157+44.3% | Added |
| Tompkins Financial Corp | 39,544 | $8.47M | 1.50% | −66−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 39,511 | $8.47M | 0.42% | +5,953+17.7% | Added |
| Pacer Advisors, Inc. | 39,388 | $8.44M | 0.09% | −6,183−13.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 39,048 | $8.37M | 0.33% | −3,038−7.2% | Reduced |
| Albion Financial Group | 38,994 | $8.36M | 0.66% | −896−2.2% | Reduced |
| Crossmark Global Holdings, Inc. | 38,816 | $8.32M | 0.18% | −1,889−4.6% | Reduced |
| Morgan Dempsey Capital Management LLC | 38,689 | $8.29M | 2.58% | −1,675−4.1% | Reduced |
| Xcel Wealth Management, LLC | 38,584 | $8.27M | 2.13% | −765−1.9% | Reduced |
| Tamar Securities, LLC | 38,535 | $8.26M | 2.43% | −277−0.7% | Reduced |
| Squarepoint Ops LLC | 38,366 | $8.22M | 0.04% | −2,264−5.6% | Reduced |
| Financial Advocates Investment Management | 20,366 | $8.21M | 0.59% | +12,796+169.0% | Added |
| Mattern Capital Management, LLC | 38,233 | $8.20M | 1.43% | −901−2.3% | Reduced |
| Bank of New Hampshire | 38,158 | $8.18M | 1.99% | +176+0.5% | Added |
| Atlantic Union Bankshares Corp | 37,310 | $8.00M | 0.68% | +753+2.1% | Added |
| Wealthfront Advisers LLC | 37,128 | $7.96M | 0.03% | +5,871+18.8% | Added |
| Argent Trust Co | 37,055 | $7.94M | 0.46% | +599+1.6% | Added |
| Vision Capital Management, Inc. | 36,846 | $7.90M | 1.18% | +129+0.4% | Added |
| Two Sigma Advisers, LP | 36,700 | $7.87M | 0.02% | +36,700 | New |
| Sequoia Financial Advisors, LLC | 36,691 | $7.86M | 0.21% | +30,683+510.7% | Added |
| Red Door Wealth Management, LLC | 36,419 | $7.81M | 2.56% | +5,578+18.1% | Added |
| Motco | 36,393 | $7.80M | 0.48% | +30.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 36,384 | $7.80M | 0.15% | −463−1.3% | Reduced |
| tru Independence LLC | 36,373 | $7.80M | 2.13% | −543−1.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 36,316 | $7.78M | 0.65% | −1,066−2.9% | Reduced |
| EagleClaw Capital Managment, LLC | 36,265 | $7.77M | 1.70% | +1,001+2.8% | Added |
| Laurel Wealth Advisors, Inc. | 36,062 | $7.73M | 0.60% | +999+2.8% | Added |
| Whittier Trust Co | 35,998 | $7.71M | 0.13% | +280+0.8% | Added |
| Interval Partners, LP | 35,940 | $7.70M | 0.52% | +35,940 | New |
| Stratos Wealth Partners, LTD. | 35,789 | $7.67M | 0.17% | +503+1.4% | Added |
| Horizon Investments, LLC | 35,595 | $7.63M | 0.23% | +1,600+4.7% | Added |
| Visionary Wealth Advisors | 35,450 | $7.60M | 0.62% | +699+2.0% | Added |
| Farmers & Merchants Investments Inc | 35,398 | $7.59M | 0.28% | +1,349+4.0% | Added |
| National Asset Management, Inc. | 35,340 | $7.58M | 0.22% | +1,519+4.5% | Added |
| Eagle Rock Investment Company, LLC | 35,255 | $7.56M | 1.45% | +35,255 | New |
| Wambolt & Associates, LLC | 35,175 | $7.54M | 2.72% | +49+0.1% | Added |
| Sepio Capital, LP | 35,103 | $7.52M | 0.56% | +1,190+3.5% | Added |
| Cetera Advisors LLC | 35,056 | $7.51M | 0.15% | +2,351+7.2% | Added |
| E. Ohman J:or Asset Management AB | 34,711 | $7.44M | 0.21% | +2,300+7.1% | Added |
| Patten & Patten Inc | 34,639 | $7.42M | 0.51% | −767−2.2% | Reduced |
| PDS Planning, Inc | 34,599 | $7.42M | 1.42% | +115+0.3% | Added |
| Cerity Partners LLC | 57,960 | $7.41M | 0.11% | +27,718+91.7% | Added |
| Baxter Bros Inc | 34,404 | $7.37M | 1.07% | −179−0.5% | Reduced |
| Bard Financial Services, Inc. | 33,950 | $7.28M | 0.59% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 33,949 | $7.28M | 0.51% | +1,795+5.6% | Added |
| Rowland & Co Investment Counsel | 33,916 | $7.27M | 1.63% | +996+3.0% | Added |
| Boston Research & Management Inc | 33,678 | $7.22M | 1.97% | −80−0.2% | Reduced |
| Eastover Investment Advisors LLC | 33,478 | $7.18M | 4.14% | +175+0.5% | Added |
| Murphy Capital Management Inc | 33,368 | $7.15M | 0.77% | +153+0.5% | Added |
| Advisory Services Network, LLC | 33,297 | $7.14M | 0.21% | +1,909+6.1% | Added |
| Cooke & Bieler LP | 32,850 | $7.04M | 0.06% | −294,272−90.0% | Reduced |
| Woodstock Corp | 32,836 | $7.04M | 0.74% | +284+0.9% | Added |
| Siemens Fonds Invest GmbH | 32,521 | $6.96M | 0.46% | −831−2.5% | Reduced |
| Opus Investment Management Inc | 32,400 | $6.95M | 0.99% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 32,161 | $6.89M | 0.39% | +1,340+4.3% | Added |
| Vise Technologies, Inc. | 31,980 | $6.86M | 1.86% | +31,980 | New |
| Naples Global Advisors, LLC | 31,745 | $6.80M | 0.79% | +414+1.3% | Added |
| Johnson Investment Counsel Inc | 31,686 | $6.79M | 0.08% | +408+1.3% | Added |
| Birch Capital Management, LLC | 31,380 | $6.73M | 4.03% | +101+0.3% | Added |
| TrinityPoint Wealth, LLC | 31,159 | $6.68M | 1.19% | −374−1.2% | Reduced |
| Ascent Wealth Partners, LLC | 30,895 | $6.62M | 1.18% | +449+1.5% | Added |
| Bridge Creek Capital Management LLC | 30,757 | $6.59M | 2.26% | −382−1.2% | Reduced |
| Moors & Cabot, Inc. | 30,750 | $6.59M | 0.41% | −585−1.9% | Reduced |
| Peloton Wealth Strategists | 30,580 | $6.55M | 2.63% | −1,450−4.5% | Reduced |
| Stokes Capital Advisors, LLC | 30,567 | $6.55M | 1.95% | −674−2.2% | Reduced |
| Barrett Asset Management, LLC | 30,535 | $6.54M | 0.25% | +174+0.6% | Added |
| Capital Investment Counsel, Inc | 30,477 | $6.53M | 1.22% | −625−2.0% | Reduced |
| Argyle Capital Management Inc. | 30,428 | $6.52M | 2.04% | −820−2.6% | Reduced |
| Integrated Advisors Network LLC | 30,334 | $6.50M | 0.38% | +117+0.4% | Added |
| SG Americas Securities, LLC | 30,076 | $6.45M | 0.04% | −11,039−26.8% | Reduced |
| Cohen Klingenstein LLC | 30,060 | $6.44M | 0.25% | −14,147−32.0% | Reduced |
| Boston Private Wealth LLC | 30,038 | $6.44M | 0.11% | −8,765−22.6% | Reduced |
| Sovereign Financial Group, Inc. | 29,785 | $6.38M | 2.61% | −285−0.9% | Reduced |
| Horrell Capital Management, Inc. | 29,640 | $6.35M | 2.01% | +143+0.5% | Added |
| South Dakota Investment Council | 29,545 | $6.33M | 0.11% | −400−1.3% | Reduced |
| Cypress Wealth Services, LLC | 29,484 | $6.32M | 1.73% | +85+0.3% | Added |
| Griffin Asset Management, Inc. | 29,450 | $6.31M | 0.78% | +490+1.7% | Added |