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 |
|---|---|---|---|---|---|
| Summitry LLC | 21,382 | $4.58M | 0.27% | −499−2.3% | Reduced |
| Lockheed Martin Investment Management Co | 21,296 | $4.56M | 0.24% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 21,263 | $4.56M | 0.18% | −283−1.3% | Reduced |
| Atwater Malick LLC | 21,203 | $4.54M | 2.11% | +948+4.7% | Added |
| Kinneret Advisory, LLC | 21,176 | $4.54M | 0.47% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 21,119 | $4.53M | 0.73% | −334−1.6% | Reduced |
| Madison Wealth Management | 21,081 | $4.52M | 0.91% | +489+2.4% | Added |
| Desjardins Global Asset Management Inc. | 21,034 | $4.51M | 0.39% | +21,034 | New |
| Physicians Financial Services, Inc. | 20,994 | $4.50M | 1.66% | −375−1.8% | Reduced |
| Laurel Wealth Advisors LLC | 20,920 | $4.48M | 0.94% | +121+0.6% | Added |
| Perkins Coie Trust Co | 20,860 | $4.47M | 1.31% | +642+3.2% | Added |
| Hoylecohen, LLC | 20,823 | $4.46M | 0.37% | +837+4.2% | Added |
| Old Point Trust & Financial Services N A | 20,765 | $4.45M | 1.79% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 20,272 | $4.34M | 1.55% | +348+1.7% | Added |
| Inlet Private Wealth, LLC | 20,170 | $4.32M | 1.05% | −641−3.1% | Reduced |
| Focus Financial Network, Inc. | 20,159 | $4.32M | 0.63% | +125+0.6% | Added |
| Roundview Capital LLC | 20,127 | $4.31M | 0.43% | −29−0.1% | Reduced |
| Cypress Asset Management Inc | 20,061 | $4.30M | 1.02% | −76−0.4% | Reduced |
| Girard Partners Ltd. | 20,039 | $4.29M | 0.47% | −204−1.0% | Reduced |
| Advanced Asset Management Advisors Inc | 20,000 | $4.29M | 0.89% | 00.0% | Unchanged |
| Twinbeech Capital LP | 19,958 | $4.28M | 0.24% | +19,958 | New |
| Nicholas Hoffman & Company, LLC. | 19,954 | $4.28M | 0.14% | −491−2.4% | Reduced |
| Sumitomo Life Insurance Co | 19,920 | $4.27M | 0.10% | −548−2.7% | Reduced |
| Bayesian Capital Management, LP | 19,744 | $4.23M | 1.34% | +11,200+131.1% | Added |
| Heritage Trust Co | 19,741 | $4.23M | 0.54% | +63+0.3% | Added |
| Twin Lakes Capital Management, LLC | 19,463 | $4.17M | 2.22% | −40.0% | Reduced |
| Boyar Asset Management Inc. | 19,388 | $4.16M | 2.50% | −101−0.5% | Reduced |
| Arden Trust Co | 19,316 | $4.14M | 0.70% | −403−2.0% | Reduced |
| Ethic Inc. | 19,277 | $4.13M | 0.32% | +2,546+15.2% | Added |
| Engineers Gate Manager LP | 19,262 | $4.13M | 0.19% | +17,381+924.0% | Added |
| Avitas Wealth Management LLC | 19,215 | $4.12M | 0.69% | +246+1.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,211 | $4.12M | 0.38% | +188+1.0% | Added |
| Members Capital Advisors Inc | 19,097 | $4.09M | 2.10% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 19,082 | $4.09M | 0.02% | −14,343−42.9% | Reduced |
| Jackson Wealth Management, LLC | 18,869 | $4.04M | 0.51% | +149+0.8% | Added |
| Intersect Capital LLC | 18,696 | $4.01M | 0.74% | −2,757−12.9% | Reduced |
| Palisade Asset Management, LLC | 18,635 | $3.99M | 0.45% | −1,463−7.3% | Reduced |
| Lido Advisors, LLC | 18,561 | $3.98M | 0.08% | +2,303+14.2% | Added |
| Aspire Private Capital, LLC | 18,552 | $3.98M | 1.24% | +40+0.2% | Added |
| Marion Wealth Management | 18,548 | $3.98M | 1.89% | +18,548 | New |
| Freestone Capital Holdings, LLC | 18,506 | $3.97M | 0.17% | +869+4.9% | Added |
| Fortis Advisors, LLC | 18,427 | $3.95M | 2.29% | +40.0% | Added |
| Anderson Hoagland & Co | 19,264 | $3.93M | 0.52% | +806+4.4% | Added |
| Millennium Capital Advisors, LLC | 18,328 | $3.93M | 3.06% | +18,328 | New |
| Bessemer Group Inc | 18,178 | $3.90M | 0.01% | +3,863+27.0% | Added |
| Redpoint Investment Management Pty Ltd | 18,161 | $3.89M | 0.31% | −212−1.2% | Reduced |
| Cardinal Capital Management | 18,091 | $3.88M | 0.77% | −30−0.2% | Reduced |
| Nomura Holdings Inc | 18,152 | $3.87M | 0.02% | +2,649+17.1% | Added |
| Beech Hill Advisors, Inc. | 18,001 | $3.86M | 1.47% | +2,921+19.4% | Added |
| Motley Fool Wealth Management, LLC | 17,993 | $3.86M | 0.17% | +389+2.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 17,975 | $3.85M | 0.04% | 00.0% | Unchanged |
| Colony Group LLC | 17,877 | $3.83M | 0.07% | −241−1.3% | Reduced |
| NEIRG Wealth Management, LLC | 17,869 | $3.83M | 0.73% | +17,869 | New |
| Marietta Wealth Management, LLC | 17,834 | $3.82M | 0.77% | +885+5.2% | Added |
| Everence Capital Management Inc | 17,725 | $3.80M | 0.28% | +20+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 17,506 | $3.75M | 0.61% | +934+5.6% | Added |
| Pure Financial Advisors, Inc. | 17,389 | $3.73M | 0.18% | +2,686+18.3% | Added |
| We Are One Seven, LLC | 17,363 | $3.72M | 0.39% | +1,487+9.4% | Added |
| Pavion Blue Capital, LLC | 17,233 | $3.69M | 2.14% | −257−1.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 17,232 | $3.69M | 1.27% | +17,232 | New |
| Monument Capital Management | 17,229 | $3.69M | 1.15% | −470−2.7% | Reduced |
| Strategic Wealth Advisors Group, LLC | 17,259 | $3.69M | 0.17% | −1,229−6.6% | Reduced |
| Great Lakes Advisors, LLC | 17,086 | $3.66M | 0.06% | +45+0.3% | Added |
| Quilter Plc | 17,130 | $3.66M | 0.10% | −10,210−37.3% | Reduced |
| Pensionfund Sabic | 17,000 | $3.64M | 0.68% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 16,905 | $3.62M | 1.70% | −448−2.6% | Reduced |
| Miller Investment Management, LP | 16,859 | $3.61M | 0.52% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 16,790 | $3.60M | 1.83% | 00.0% | Unchanged |
| PFG Advisors | 16,730 | $3.59M | 0.36% | +105+0.6% | Added |
| Johnson Financial Group, Inc. | 16,703 | $3.58M | 0.23% | +318+1.9% | Added |
| Fayez Sarofim & Co | 16,668 | $3.57M | 0.01% | +4,402+35.9% | Added |
| Ashton Thomas Private Wealth, LLC | 16,646 | $3.57M | 0.35% | +4,166+33.4% | Added |
| Spire Wealth Management | 16,659 | $3.56M | 0.08% | +2,188+15.1% | Added |
| Ellsworth Advisors, LLC | 16,614 | $3.56M | 1.32% | +3,144+23.3% | Added |
| Canandaigua National Corp | 16,568 | $3.55M | 0.52% | +59+0.4% | Added |
| Cigna Investments Inc | 16,541 | $3.55M | 0.28% | −5,866−26.2% | Reduced |
| Bank of the West | 16,527 | $3.54M | 0.34% | +1,668+11.2% | Added |
| Auxier Asset Management | 16,506 | $3.54M | 0.55% | 00.0% | Unchanged |
| NewSquare Capital LLC | 16,332 | $3.50M | 0.37% | +1,658+11.3% | Added |
| Moody National Bank Trust Division | 16,290 | $3.49M | 0.10% | −47,676−74.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 16,288 | $3.49M | 0.61% | +149+0.9% | Added |
| Alta Capital Management LLC | 16,282 | $3.49M | 0.18% | +921+6.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 16,276 | $3.49M | 0.22% | −3,100−16.0% | Reduced |
| Searle & Co. | 16,250 | $3.48M | 1.27% | 00.0% | Unchanged |
| AXS Investments LLC | 16,234 | $3.48M | 0.82% | +16,234 | New |
| Verdence Capital Advisors LLC | 16,140 | $3.46M | 0.41% | −46−0.3% | Reduced |
| Legacy CG, LLC | 16,122 | $3.46M | 2.08% | +16,122 | New |
| FIL Ltd | 16,058 | $3.44M | 0.00% | +15,118+1,608.3% | Added |
| Harbour Investment Management LLC | 16,039 | $3.44M | 1.57% | +50+0.3% | Added |
| South State Corp. | 16,029 | $3.44M | 0.27% | −381−2.3% | Reduced |
| Stanley-Laman Group, Ltd. | 15,958 | $3.42M | 0.40% | +3,210+25.2% | Added |
| Silvercrest Asset Management Group LLC | 15,925 | $3.41M | 0.02% | −13−0.1% | Reduced |
| Point72 Asset Management, L.P. | 15,907 | $3.41M | 0.02% | +15,907 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 15,871 | $3.40M | 2.22% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 15,610 | $3.35M | 0.83% | +15,610 | New |
| Sculati Wealth Management, LLC | 15,604 | $3.35M | 1.62% | +88+0.6% | Added |
| Cresset Asset Management, LLC | 15,597 | $3.34M | 0.03% | +406+2.7% | Added |
| ExodusPoint Capital Management, LP | 15,548 | $3.33M | 0.04% | +15,548 | New |
| American Portfolios Advisors | 15,400 | $3.30M | 0.11% | +484+3.2% | Added |
| Zullo Investment Group, Inc. | 15,303 | $3.28M | 1.69% | +15,303 | New |