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, Q2 2023
Institutional positions in United Parcel Service Inc as of Jun 30, 2023. 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
- 2,258
- +6 vs. Q1 2023
- Shares held
- 507.6M
- −8.28M (−1.6%) vs. Q1 2023
- Total value
- $91.0B
- −$9.01B (−9.0%) vs. Q1 2023
- New holders
- 154
- 873 more added
- Sold out
- 148
- 957 more reduced
15 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 10,022 | $9 | 0.00% | +10,022 | New |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $409 | 0.00% | −4−66.7% | Reduced |
| Delos Wealth Advisors, LLC | 5 | $897 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Highline Wealth Partners LLC | 7 | $1.25K | 0.00% | −3−30.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 9 | $1.61K | 0.00% | −51−85.0% | Reduced |
| 25 LLC | 9 | $1.67K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 11 | $1.97K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 11 | $1.99K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 14 | $2.51K | 0.00% | +14 | New |
| Riggs Asset Managment Co. Inc. | 15 | $2.69K | 0.00% | +15 | New |
| Pacifica Partners Inc. | 15 | $2.70K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 17 | $3.05K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 21 | $3.76K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 22 | $3.94K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $4.00K | 0.00% | +17+242.9% | Added |
| Stephens Consulting, LLC | 23 | $4.12K | 0.00% | −15−39.5% | Reduced |
| New England Capital Financial Advisors LLC | 23 | $4.15K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 24 | $4.26K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 24 | $4.37K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 25 | $4.48K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $4.48K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 25 | $4.48K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 26 | $4.66K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 27 | $4.84K | 0.00% | +27 | New |
| Marquette Asset Management, LLC | 28 | $5.02K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 26 | $5.20K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 29 | $5.25K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 30 | $5.38K | 0.01% | −31−50.8% | Reduced |
| Atlas Capital Advisors LLC | 31 | $5.56K | 0.00% | −493−94.1% | Reduced |
| Lam Group, Inc. | 34 | $6.09K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 35 | $6.27K | 0.01% | +20+133.3% | Added |
| Legend Financial Advisors, Inc. | 38 | $6.81K | 0.01% | −8−17.4% | Reduced |
| Estabrook Capital Management | 40 | $7.17K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 42 | $7.53K | 0.01% | +42 | New |
| Financial Connections Group, Inc. | 47 | $8.00K | 0.01% | +16+51.6% | Added |
| Hoey Investments, Inc | 45 | $8.07K | 0.00% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 46 | $8.25K | 0.00% | +46 | New |
| Centennial Bank | 50 | $8.96K | 0.01% | −400−88.9% | Reduced |
| Atwood & Palmer Inc | 52 | $9.32K | 0.00% | +20+62.5% | Added |
| HighMark Wealth Management LLC | 53 | $9.57K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 55 | $9.86K | 0.00% | +50+1,000.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 58 | $10.4K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 60 | $10.8K | 0.06% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 65 | $11.6K | 0.00% | +1+1.6% | Added |
| Rocky Mountain Advisers, LLC | 60 | $11.6K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 65 | $11.7K | 0.03% | +60+1,200.0% | Added |
| American State Bank (Iowa) | 70 | $12.5K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 70 | $12.5K | 0.01% | +54+337.5% | Added |
| Eukles Asset Management | 73 | $13.1K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 78 | $13.9K | 0.01% | +78 | New |
| Moser Wealth Advisors, LLC | 79 | $14.2K | 0.01% | +79 | New |
| Citizens National Bank Trust Department | 80 | $14.3K | 0.00% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 80 | $14.4K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 86 | $15.4K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 87 | $15.6K | 0.01% | −400−82.1% | Reduced |
| O'Dell Group, LLC | 88 | $15.8K | 0.00% | +88 | New |
| Centerpoint Advisors, LLC | 92 | $16.0K | 0.01% | −91−49.7% | Reduced |
| Evolution Advisers, Inc. | 93 | $16.0K | 0.01% | +4+4.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 93 | $16.7K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 104 | $17.7K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $17.9K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 109 | $19.5K | 0.01% | −7−6.0% | Reduced |
| Disciplined Investments, LLC | 109 | $19.5K | 0.01% | −145−57.1% | Reduced |
| Thompson Investment Management, Inc. | 109 | $19.5K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 110 | $20.0K | 0.02% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 229 | $20.8K | 0.09% | +15+7.0% | Added |
| Safeguard Financial, LLC | 119 | $21.0K | 0.01% | +119 | New |
| Financial Freedom, LLC | 125 | $22.4K | 0.02% | 00.0% | Unchanged |
| Robbins Farley LLC | 127 | $22.8K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 128 | $22.9K | 0.01% | −26−16.9% | Reduced |
| Pacific Center for Financial Services | 128 | $23.0K | 0.01% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 129 | $23.1K | 0.02% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 137 | $24.6K | 0.01% | +85+163.5% | Added |
| Abound Wealth Management | 139 | $25.0K | 0.01% | +38+37.6% | Added |
| Coston, McIsaac & Partners | 144 | $25.0K | 0.01% | −12−7.7% | Reduced |
| VisionPoint Advisory Group, LLC | 141 | $25.3K | 0.01% | +141 | New |
| IMA Wealth, Inc. | 142 | $25.5K | 0.01% | +71+100.0% | Added |
| Kelly Financial Services LLC | 145 | $25.9K | 0.01% | +2+1.4% | Added |
| PrairieView Partners, LLC | 150 | $26.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 158 | $28.3K | 0.02% | +108+216.0% | Added |
| Riverview Trust Co | 159 | $28.5K | 0.03% | −62−28.1% | Reduced |
| Winch Advisory Services, LLC | 164 | $29.0K | 0.01% | −19−10.4% | Reduced |
| Piershale Financial Group, Inc. | 165 | $29.6K | 0.02% | +1+0.6% | Added |
| Belmont Capital, LLC | 167 | $29.9K | 0.02% | +110+193.0% | Added |
| Annapolis Financial Services, LLC | 170 | $30.5K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 175 | $31.0K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 175 | $31.4K | 0.03% | +10+6.1% | Added |
| WealthPlan Investment Management, LLC | 180 | $32.3K | 0.01% | −380−67.9% | Reduced |
| Johnson Midwest Financial, LLC | 188 | $33.7K | 0.03% | +1+0.5% | Added |
| Guardian Wealth Management, Inc. | 189 | $34.0K | 0.03% | +1+0.5% | Added |
| Bell Investment Advisors, Inc | 199 | $35.7K | 0.01% | −49−19.8% | Reduced |
| GoalVest Advisory LLC | 199 | $35.7K | 0.02% | −9−4.3% | Reduced |
| First Community Trust NA | 199 | $35.7K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 199 | $35.7K | 0.01% | +199 | New |
| State of Wyoming | 203 | $36.4K | 0.01% | −255−55.7% | Reduced |
| West Tower Group, LLC | 212 | $38.0K | 0.03% | +212 | New |
| HBC Financial Services, PLLC | 214 | $39.0K | 0.03% | −384−64.2% | Reduced |
| Piscataqua Savings Bank | 218 | $39.1K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 223 | $40.0K | 0.04% | +223 | New |