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 |
|---|---|---|---|---|---|
| First National Bank of Mount Dora, Trust Investment Services | 29,381 | $6.30M | 1.86% | +599+2.1% | Added |
| Chapman Investment Management, LLC | 29,026 | $6.22M | 2.84% | +861+3.1% | Added |
| Miller Howard Investments Inc | 28,965 | $6.21M | 0.23% | +1,185+4.3% | Added |
| Bourne Lent Asset Management Inc | 28,748 | $6.16M | 1.65% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 30,508 | $6.16M | 0.75% | +2,709+9.7% | Added |
| Connectus Wealth, LLC | 28,734 | $6.16M | 0.24% | +28,734 | New |
| Tdam USA Inc. | 28,417 | $6.09M | 0.38% | −3,516−11.0% | Reduced |
| Westover Capital Advisors, LLC | 28,365 | $6.08M | 1.77% | −3,050−9.7% | Reduced |
| Rench Wealth Management, Inc. | 28,257 | $6.06M | 2.73% | −126−0.4% | Reduced |
| BTR Capital Management Inc | 28,256 | $6.06M | 0.68% | −190−0.7% | Reduced |
| Kingsview Wealth Management, LLC | 28,046 | $6.01M | 0.25% | +3,934+16.3% | Added |
| Captrust Financial Advisors | 28,017 | $6.00M | 0.04% | +2,431+9.5% | Added |
| Cubist Systematic Strategies, LLC | 27,773 | $5.95M | 0.06% | +11,910+75.1% | Added |
| Aigen Investment Management, LP | 28,309 | $5.95M | 0.36% | +28,309 | New |
| Hennessy Advisors Inc | 27,700 | $5.94M | 0.34% | −700−2.5% | Reduced |
| Martin Capital Partners, LLC | 27,659 | $5.93M | 2.80% | +95+0.3% | Added |
| Vaughan David Investments LLC | 27,583 | $5.91M | 0.17% | −350−1.3% | Reduced |
| Clark Capital Management Group, Inc. | 27,569 | $5.91M | 0.07% | +1,164+4.4% | Added |
| Stolper Co | 27,563 | $5.91M | 2.63% | −114−0.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 27,522 | $5.90M | 0.23% | −113−0.4% | Reduced |
| Boenning & Scattergood, Inc. | 27,482 | $5.89M | 0.94% | +255+0.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 27,466 | $5.89M | 0.36% | +320+1.2% | Added |
| McDaniel Terry & Co | 27,398 | $5.87M | 0.59% | +10.0% | Added |
| Schulhoff & Co Inc | 26,991 | $5.79M | 2.38% | −113−0.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 26,920 | $5.77M | 2.54% | −378−1.4% | Reduced |
| Fusion Capital, LLC | 26,892 | $5.76M | 2.93% | +1,015+3.9% | Added |
| Arkadios Wealth Advisors | 26,737 | $5.73M | 0.77% | −306−1.1% | Reduced |
| NewEdge Wealth, LLC | 26,722 | $5.73M | 0.24% | +2,595+10.8% | Added |
| Corient Capital Partners, LLC | 26,713 | $5.72M | 0.38% | +3,503+15.1% | Added |
| Culbertson A N & Co Inc | 26,663 | $5.71M | 1.08% | −450−1.7% | Reduced |
| Kesler, Norman & Wride, LLC | 26,289 | $5.63M | 1.19% | +716+2.8% | Added |
| Benin Management CORP | 26,140 | $5.60M | 1.69% | −610−2.3% | Reduced |
| Berger Financial Group, Inc | 26,098 | $5.59M | 0.74% | +890+3.5% | Added |
| Farmers Trust Co | 26,060 | $5.59M | 1.15% | −920−3.4% | Reduced |
| Surevest, LLC | 26,063 | $5.59M | 1.32% | −466−1.8% | Reduced |
| Icon Wealth Partners, LLC | 25,846 | $5.54M | 0.56% | +3,745+16.9% | Added |
| Independent Investors Inc | 25,811 | $5.53M | 1.18% | −1,000−3.7% | Reduced |
| Stratos Wealth Advisors, LLC | 25,697 | $5.51M | 0.40% | −802−3.0% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 25,672 | $5.50M | 0.02% | −1,034−3.9% | Reduced |
| Banque Cantonale Vaudoise | 25,652 | $5.50M | 0.21% | −2,281−8.2% | Reduced |
| Coldstream Capital Management Inc | 25,648 | $5.50M | 0.17% | +22,025+607.9% | Added |
| Peapack Gladstone Financial Corp | 25,585 | $5.48M | 0.10% | +3,630+16.5% | Added |
| Beacon Pointe Advisors, LLC | 25,554 | $5.48M | 0.14% | −7,616−23.0% | Reduced |
| Park National Corp | 25,462 | $5.46M | 0.21% | −1,147−4.3% | Reduced |
| Community Bank, N.A. | 25,369 | $5.44M | 0.63% | −725−2.8% | Reduced |
| Heritage Way Advisors, LLC | 25,294 | $5.42M | 2.03% | −192−0.8% | Reduced |
| Fosun International Ltd | 25,187 | $5.40M | 0.31% | +3,141+14.2% | Added |
| Associated Banc-Corp | 25,173 | $5.40M | 0.20% | +113+0.5% | Added |
| Keating Investment Counselors Inc | 25,128 | $5.39M | 2.38% | −352−1.4% | Reduced |
| Advisor Partners LLC | 25,080 | $5.38M | 0.32% | −101−0.4% | Reduced |
| William Allan, LLC | 24,834 | $5.32M | 3.78% | +24,834 | New |
| Papp L Roy & Associates | 24,578 | $5.27M | 0.60% | −595−2.4% | Reduced |
| Greenline Partners, LLC | 24,532 | $5.26M | 0.99% | −1,853−7.0% | Reduced |
| Plimoth Trust Co LLC | 24,488 | $5.25M | 1.33% | −637−2.5% | Reduced |
| Holloway Wealth Management, LLC | – | $5.21M | 1.49% | – | – |
| King Luther Capital Management Corp | 24,129 | $5.17M | 0.02% | −602−2.4% | Reduced |
| City Holding Co | 24,573 | $5.17M | 0.86% | +695+2.9% | Added |
| Spectrum Management Group, LLC | 24,113 | $5.17M | 0.74% | +265+1.1% | Added |
| Avantax Advisory Services, Inc. | 24,096 | $5.17M | 0.08% | −768−3.1% | Reduced |
| Trexquant Investment LP | 23,805 | $5.10M | 0.32% | +118+0.5% | Added |
| Murphy Pohlad Asset Management LLC | 23,711 | $5.08M | 2.00% | +1,070+4.7% | Added |
| Stonnington Group, LLC | 24,001 | $5.07M | 1.09% | +6,001+33.3% | Added |
| Toroso Investments, LLC | 23,609 | $5.06M | 0.15% | +8,268+53.9% | Added |
| Sawyer & Company, Inc | 23,510 | $5.04M | 2.17% | +25+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,491 | $5.04M | 0.22% | +3,508+17.6% | Added |
| Columbia Asset Management | 23,432 | $5.02M | 1.03% | +2,509+12.0% | Added |
| North Star Asset Management Inc | 23,383 | $5.01M | 0.25% | −736−3.1% | Reduced |
| Zacks Investment Management | 23,380 | $5.01M | 0.07% | +20,833+817.9% | Added |
| Schonfeld Strategic Advisors LLC | 23,378 | $5.01M | 0.05% | +23,378 | New |
| Comerica Securities,inc. | 23,281 | $4.99M | 0.32% | +10,397+80.7% | Added |
| Sunbelt Securities, Inc. | 22,086 | $4.97M | 0.81% | −4,769−17.8% | Reduced |
| Farmers National Bank | 23,068 | $4.94M | 1.64% | −336−1.4% | Reduced |
| Fort Washington Investment Advisors Inc | 22,946 | $4.92M | 0.03% | −118,623−83.8% | Reduced |
| Arjuna Capital | 22,931 | $4.92M | 1.80% | +9,025+64.9% | Added |
| Buckingham Strategic Wealth, LLC | 22,909 | $4.91M | 0.09% | −8,471−27.0% | Reduced |
| Twin Capital Management Inc | 22,897 | $4.91M | 0.49% | +3,416+17.5% | Added |
| Hallmark Capital Management Inc | 22,861 | $4.90M | 0.39% | +135+0.6% | Added |
| Semmax Financial Advisors Inc. | 22,811 | $4.89M | 1.81% | −2,887−11.2% | Reduced |
| Northwest Investment Counselors, LLC | 22,806 | $4.89M | 1.20% | +1,047+4.8% | Added |
| Adams Asset Advisors, LLC | 22,679 | $4.86M | 0.89% | −368−1.6% | Reduced |
| Brookstone Capital Management | 22,277 | $4.86M | 0.08% | +713+3.3% | Added |
| Arrowstreet Capital, Limited Partnership | 22,626 | $4.85M | 0.01% | +22,626 | New |
| Valeo Financial Advisors, LLC | 22,575 | $4.84M | 0.26% | −1,259−5.3% | Reduced |
| Strategic Advisors LLC | 22,535 | $4.83M | 0.69% | +286+1.3% | Added |
| Antonetti Capital Management LLC | 22,467 | $4.82M | 3.77% | −1,474−6.2% | Reduced |
| Veritable, L.P. | 22,441 | $4.81M | 0.07% | +50.0% | Added |
| JustInvest LLC | 22,418 | $4.80M | 0.28% | +8,425+60.2% | Added |
| Sheets Smith Wealth Management | 22,335 | $4.79M | 0.59% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,310 | $4.77M | 0.06% | +423+1.9% | Added |
| Horan Capital Advisors, LLC. | 22,084 | $4.73M | 1.88% | −727−3.2% | Reduced |
| Bowen Hanes & Co Inc | 22,026 | $4.72M | 0.13% | −1,377−5.9% | Reduced |
| Tiaa, FSB | 22,131 | $4.72M | 0.02% | −85−0.4% | Reduced |
| Canal Capital Management, LLC | 22,014 | $4.72M | 1.14% | +293+1.3% | Added |
| Courier Capital LLC | 21,957 | $4.71M | 0.44% | −1,499−6.4% | Reduced |
| Beach Investment Counsel Inc | 21,876 | $4.69M | 0.62% | +21,876 | New |
| Good Life Advisors, LLC | 21,679 | $4.65M | 0.56% | −88−0.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 21,650 | $4.64M | 1.31% | +61+0.3% | Added |
| Pathstone Family Office, LLC | 21,532 | $4.62M | 0.12% | +1,362+6.8% | Added |
| Brookmont Capital Management | 21,498 | $4.61M | 2.44% | −1,095−4.8% | Reduced |
| Winton Group Ltd | 21,454 | $4.60M | 0.28% | −9,599−30.9% | Reduced |