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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 15,274 | $3.27M | 0.82% | +774+5.3% | Added |
| Pinnacle Wealth Management Group, Inc. | 15,260 | $3.27M | 2.42% | −385−2.5% | Reduced |
| GAM Holding AG | 15,261 | $3.27M | 0.15% | +15,261 | New |
| Rehmann Capital Advisory Group | 15,183 | $3.25M | 0.30% | −694−4.4% | Reduced |
| Exeter Financial, LLC | 15,330 | $3.25M | 1.78% | −225−1.4% | Reduced |
| WealthTrust Asset Management, LLC | 15,120 | $3.24M | 2.16% | +301+2.0% | Added |
| People's United Financial, Inc. | 15,101 | $3.24M | 0.08% | −61−0.4% | Reduced |
| Northcape Wealth Management, LLC | 15,050 | $3.23M | 1.09% | +15,050 | New |
| Shorepoint Capital Partners LLC | 15,028 | $3.22M | 1.31% | +99+0.7% | Added |
| Bluefin Capital Management, LLC | 15,000 | $3.21M | 0.26% | +8,923+146.8% | Added |
| Aull & Monroe Investment Management Corp | 14,946 | $3.20M | 1.43% | −350−2.3% | Reduced |
| Bonness Enterprises Inc | 14,950 | $3.20M | 1.48% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 14,920 | $3.20M | 2.52% | +100+0.7% | Added |
| Cohen Investment Advisors LLC | 14,894 | $3.19M | 2.28% | −145−1.0% | Reduced |
| New England Research & Management, Inc. | 14,880 | $3.19M | 1.54% | +50+0.3% | Added |
| Mechanics Bank Trust Department | 14,795 | $3.17M | 0.47% | −96−0.6% | Reduced |
| Flputnam Investment Management Co | 14,788 | $3.17M | 0.10% | +359+2.5% | Added |
| Wedbush Securities Inc | 14,687 | $3.15M | 0.14% | −953−6.1% | Reduced |
| Exencial Wealth Advisors, LLC | 14,621 | $3.13M | 0.15% | +900+6.6% | Added |
| First Horizon Advisors, Inc. | 14,623 | $3.13M | 0.09% | −2,037−12.2% | Reduced |
| Lincoln National Corp | 14,583 | $3.13M | 0.06% | +712+5.1% | Added |
| Seeyond | 14,562 | $3.12M | 0.29% | +2,223+18.0% | Added |
| Bell Bank | 14,524 | $3.11M | 0.35% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 14,480 | $3.10M | 0.12% | −260−1.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 14,409 | $3.09M | 1.81% | +75+0.5% | Added |
| Skylands Capital, LLC | 14,380 | $3.08M | 0.36% | −1,800−11.1% | Reduced |
| Slow Capital, Inc. | 14,375 | $3.08M | 0.53% | +383+2.7% | Added |
| AlphaCrest Capital Management LLC | 14,353 | $3.08M | 0.11% | +2,034+16.5% | Added |
| Advisory Services & Investments, LLC | 14,342 | $3.07M | 1.97% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 14,334 | $3.07M | 0.37% | −664−4.4% | Reduced |
| Waller Financial Planning Group, Inc | 14,315 | $3.07M | 0.77% | −400−2.7% | Reduced |
| L & S Advisors Inc | 14,313 | $3.07M | 0.33% | +14,313 | New |
| Trust Co of Toledo NA | 14,294 | $3.06M | 0.46% | +230+1.6% | Added |
| HRT Financial LP | 14,276 | $3.06M | 0.02% | +14,276 | New |
| Illinois Municipal Retirement Fund | 14,264 | $3.06M | 0.09% | +2,340+19.6% | Added |
| Douglass Winthrop Advisors, LLC | 14,185 | $3.04M | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 14,184 | $3.04M | 0.36% | +136+1.0% | Added |
| Wakefield Asset Management LLLP | 14,163 | $3.04M | 1.05% | +49+0.3% | Added |
| Shoker Investment Counsel, Inc. | 14,136 | $3.03M | 1.39% | −347−2.4% | Reduced |
| Jacobi Capital Management LLC | 14,091 | $3.02M | 0.36% | +471+3.5% | Added |
| Stonebridge Capital Advisors LLC | 14,027 | $3.01M | 0.33% | +855+6.5% | Added |
| Ally Financial Inc. | 14,000 | $3.00M | 0.27% | +6,500+86.7% | Added |
| SkyOak Wealth, LLC | 13,987 | $3.00M | 0.76% | +126+0.9% | Added |
| Princeton Global Asset Management LLC | 13,889 | $2.98M | 0.83% | −55−0.4% | Reduced |
| Garner Asset Management Corp | 13,856 | $2.97M | 1.25% | +32+0.2% | Added |
| Horst & Graben Wealth Management LLC | 13,724 | $2.94M | 0.74% | +60.0% | Added |
| Venture Visionary Partners LLC | 13,573 | $2.94M | 0.19% | +863+6.8% | Added |
| Tealwood Asset Management Inc | 13,700 | $2.94M | 1.18% | −1,010−6.9% | Reduced |
| BFSG, LLC | 13,683 | $2.93M | 0.41% | −306−2.2% | Reduced |
| Sterneck Capital Management, LLC | 13,596 | $2.91M | 1.72% | +1,960+16.8% | Added |
| Court Place Advisors, LLC | 13,535 | $2.90M | 0.80% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 13,516 | $2.90M | 0.83% | +13,516 | New |
| Mitchell & Pahl Private Wealth, LLC | 13,479 | $2.89M | 1.85% | +113+0.8% | Added |
| Avidian Wealth Solutions, LLC | 13,471 | $2.89M | 0.18% | +1,766+15.1% | Added |
| HB Wealth Management, LLC | 13,452 | $2.88M | 0.06% | +13,452 | New |
| Bristlecone Advisors, LLC | 13,435 | $2.88M | 0.35% | −400−2.9% | Reduced |
| Laffer Tengler Investments | 13,416 | $2.88M | 0.83% | −40−0.3% | Reduced |
| Institute for Wealth Management, LLC. | 13,380 | $2.87M | 0.47% | +34+0.3% | Added |
| Mengis Capital Management, Inc. | 13,384 | $2.87M | 0.54% | +601+4.7% | Added |
| Virginia Wealth Management Group, Inc. | 13,367 | $2.87M | 2.58% | +13,367 | New |
| Foster Victor Wealth Advisors, LLC | 13,543 | $2.86M | 0.39% | +996+7.9% | Added |
| Addison Capital Co | 13,316 | $2.85M | 1.28% | −150−1.1% | Reduced |
| Alps Advisors Inc | 13,236 | $2.84M | 0.03% | −1,026−7.2% | Reduced |
| Wimmer Associates 1, LLC | 13,165 | $2.82M | 1.51% | −66−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,139 | $2.82M | 0.10% | +143+1.1% | Added |
| Bridges Investment Management Inc | 13,082 | $2.80M | 0.08% | +234+1.8% | Added |
| Gladstone Institutional Advisory LLC | 13,055 | $2.80M | 0.22% | −279−2.1% | Reduced |
| Cordatus Wealth Management LLC | 12,992 | $2.79M | 0.82% | +12,992 | New |
| Truvestments Capital LLC | 12,941 | $2.77M | 1.39% | +39+0.3% | Added |
| Phoenix Wealth Advisors | 12,919 | $2.77M | 2.09% | −476−3.6% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 12,890 | $2.77M | 0.20% | +5,313+70.1% | Added |
| Apollon Wealth Management, LLC | 12,903 | $2.77M | 0.22% | +7,093+122.1% | Added |
| Carroll Financial Associates, Inc. | 12,836 | $2.76M | 0.15% | +153+1.2% | Added |
| Loudon Investment Management, LLC | 12,879 | $2.76M | 1.76% | 00.0% | Unchanged |
| Trust Co of Vermont | 12,870 | $2.76M | 0.17% | +348+2.8% | Added |
| Benedetti & Gucer, Inc. | 12,777 | $2.74M | 1.86% | −20−0.2% | Reduced |
| Van Eck Associates Corp | 12,685 | $2.72M | 0.01% | −931−6.8% | Reduced |
| Belpointe Asset Management LLC | 12,678 | $2.72M | 0.17% | +6,495+105.0% | Added |
| Proquility Private Wealth Partners, LLC | 12,283 | $2.71M | 0.95% | −4,998−28.9% | Reduced |
| Frontier Wealth Management LLC | 12,624 | $2.71M | 0.18% | −12,500−49.8% | Reduced |
| Forte Capital LLC | 12,618 | $2.71M | 0.34% | −430−3.3% | Reduced |
| Kiley Juergens Wealth Management, LLC | 12,611 | $2.70M | 1.03% | +249+2.0% | Added |
| Wetherby Asset Management Inc | 12,608 | $2.70M | 0.15% | +275+2.2% | Added |
| Quantbot Technologies LP | 12,588 | $2.70M | 0.22% | +7,197+133.5% | Added |
| O'Shaughnessy Asset Management, LLC | 12,571 | $2.69M | 0.05% | +1,345+12.0% | Added |
| Excalibur Management Corp | 12,555 | $2.69M | 1.09% | −50−0.4% | Reduced |
| Altium Wealth Management LLC | 12,545 | $2.69M | 0.17% | +376+3.1% | Added |
| Patriot Investment Management Inc. | 12,499 | $2.68M | 0.23% | −82−0.7% | Reduced |
| Saturna Capital CORP | 12,422 | $2.66M | 0.05% | +670+5.7% | Added |
| TrimTabs Asset Management, LLC | 12,409 | $2.66M | 1.31% | 00.0% | Unchanged |
| Arabesque Asset Management Ltd | 12,328 | $2.64M | 0.76% | −9,860−44.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,322 | $2.64M | 0.73% | +153+1.3% | Added |
| Schnieders Capital Management LLC | 12,321 | $2.64M | 0.62% | +345+2.9% | Added |
| Central Trust Co | 12,304 | $2.64M | 0.07% | +47+0.4% | Added |
| Ballentine Partners, LLC | 12,268 | $2.63M | 0.08% | +729+6.3% | Added |
| Camden Capital, LLC | 12,265 | $2.63M | 0.56% | −1,395−10.2% | Reduced |
| Empirical Finance, LLC | 12,257 | $2.63M | 0.31% | +3,323+37.2% | Added |
| IndexIQ Advisors LLC | 12,212 | $2.62M | 0.09% | −347−2.8% | Reduced |
| Am Investment Strategies LLC | 12,206 | $2.62M | 0.63% | +26+0.2% | Added |
| Fulton Bank, N.A. | 12,156 | $2.61M | 0.11% | −126−1.0% | Reduced |