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 |
|---|---|---|---|---|---|
| Morningstar Investment Management LLC | 4,622 | $828.0K | 0.11% | +2,257+95.4% | Added |
| MTM Investment Management, LLC | 4,622 | $828.6K | 0.40% | +20.0% | Added |
| Dividend Assets Capital, LLC | 4,643 | $832.0K | 0.17% | −77−1.6% | Reduced |
| Kovack Advisors, Inc. | 4,657 | $834.7K | 0.11% | −14−0.3% | Reduced |
| Meitav Dash Investments Ltd | 4,750 | $835.3K | 0.01% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 4,684 | $839.7K | 0.41% | −904−16.2% | Reduced |
| Stableford Capital II LLC | 4,666 | $841.7K | 0.37% | +4,666 | New |
| Summit Global Investments | 4,696 | $842.0K | 0.06% | +4,696 | New |
| Longfellow Investment Management Co LLC | 4,737 | $849.1K | 0.19% | +192+4.2% | Added |
| DeDora Capital, Inc. | 4,762 | $853.6K | 0.33% | −114−2.3% | Reduced |
| City State Bank | 4,774 | $856.0K | 0.46% | −111−2.3% | Reduced |
| Pettee Investors, Inc. | 4,780 | $856.8K | 0.39% | −60−1.2% | Reduced |
| Forum Financial Management, LP | 4,790 | $858.6K | 0.02% | +446+10.3% | Added |
| OmniStar Financial Group, Inc. | 4,803 | $860.4K | 1.01% | −782−14.0% | Reduced |
| Thrive Wealth Management, LLC | 4,803 | $860.9K | 0.22% | +236+5.2% | Added |
| Mork Capital Management, LLC | 4,820 | $864.0K | 0.66% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,819 | $864.0K | 0.42% | −296−5.8% | Reduced |
| Paragon Financial Partners, Inc. | 4,831 | $865.9K | 0.82% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 4,847 | $868.8K | 0.54% | −13−0.3% | Reduced |
| Alaska Permanent Fund Corp | 4,855 | $870.3K | 0.02% | +4,855 | New |
| Annex Advisory Services, LLC | 4,855 | $870.4K | 0.05% | +445+10.1% | Added |
| Robertson Stephens Wealth Management, LLC | 4,865 | $872.0K | 0.06% | −474−8.9% | Reduced |
| Advisors Management Group Inc | 4,863 | $872.0K | 0.26% | −44−0.9% | Reduced |
| Capital Insight Partners, LLC | 4,866 | $872.2K | 0.20% | −74−1.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 4,871 | $873.0K | 0.63% | −552−10.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 4,876 | $874.0K | 0.12% | +470+10.7% | Added |
| Capital Advisors Wealth Management, LLC | 4,879 | $874.5K | 0.22% | +234+5.0% | Added |
| Valmark Advisers, Inc. | 4,887 | $876.1K | 0.02% | −64−1.3% | Reduced |
| Lantz Financial LLC | 4,888 | $876.1K | 0.34% | −212−4.2% | Reduced |
| De Burlo Group Inc | 4,894 | $877.3K | 0.15% | −380−7.2% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,894 | $877.3K | 0.59% | −50−1.0% | Reduced |
| NVWM, LLC | 4,900 | $878.3K | 0.29% | +5+0.1% | Added |
| Inceptionr LLC | 4,901 | $878.5K | 0.47% | +4,901 | New |
| Peoples Financial Services Corp. | 4,912 | $880.5K | 0.39% | −135−2.7% | Reduced |
| Ropes Wealth Advisors LLC | 4,916 | $881.1K | 0.15% | +14+0.3% | Added |
| Lumature Wealth Partners, LLC | 4,933 | $884.2K | 0.53% | −18−0.4% | Reduced |
| Fernwood Investment Management, LLC | 4,963 | $889.6K | 0.32% | −100−2.0% | Reduced |
| Solitude Financial Services | 4,982 | $893.0K | 0.51% | −18−0.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,891 | $893.8K | 0.47% | +176+3.7% | Added |
| Community Trust & Investment Co | 5,000 | $896.3K | 0.07% | 00.0% | Unchanged |
| CPR Investments Inc. | 5,000 | $896.3K | 0.86% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,004 | $897.0K | 0.09% | −1,905−27.6% | Reduced |
| Guardian Investment Management | 5,005 | $897.1K | 0.77% | +5,005 | New |
| ZWJ Investment Counsel Inc | 5,011 | $898.2K | 0.05% | −55−1.1% | Reduced |
| Southeast Asset Advisors Inc. | 5,016 | $899.1K | 0.13% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 5,025 | $900.7K | 0.35% | +241+5.0% | Added |
| Americana Partners, LLC | 5,029 | $901.4K | 0.12% | +1,051+26.4% | Added |
| apricus wealth, LLC | 4,935 | $901.8K | 0.79% | −14−0.3% | Reduced |
| Amica Retiree Medical Trust | 5,043 | $904.0K | 1.01% | −322−6.0% | Reduced |
| Darwin Advisors, LLC | 4,885 | $904.8K | 0.23% | +381+8.5% | Added |
| FRG Family Wealth Advisors LLC | 5,080 | $910.6K | 0.20% | 00.0% | Unchanged |
| Qtron Investments LLC | 5,094 | $913.1K | 0.17% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,099 | $914.0K | 0.02% | +2,694+112.0% | Added |
| Ar Asset Management Inc | 5,100 | $914.0K | 0.25% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,122 | $918.1K | 0.01% | −28−0.5% | Reduced |
| Intellectus Partners, LLC | 5,130 | $919.5K | 0.28% | +8+0.2% | Added |
| VeraBank, N.A. | 5,131 | $919.7K | 0.35% | −35−0.7% | Reduced |
| Sentry Investment Management LLC | 5,163 | $925.0K | 0.35% | +356+7.4% | Added |
| Hapanowicz & Associates Financial Services, Inc | 5,164 | $925.6K | 0.62% | +5,164 | New |
| CRA Financial Services, LLC | 5,170 | $926.7K | 0.25% | +99+2.0% | Added |
| Pittenger & Anderson Inc | 5,179 | $928.3K | 0.04% | +170+3.4% | Added |
| Chicago Capital, LLC | 5,184 | $929.2K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 5,185 | $929.4K | 0.26% | −552−9.6% | Reduced |
| Capital Square, LLC | 5,191 | $930.6K | 0.86% | +10.0% | Added |
| Heritage Wealth Advisors | 5,196 | $931.3K | 0.05% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 5,217 | $935.2K | 0.27% | +30+0.6% | Added |
| Ronald Blue Trust, Inc. | 4,821 | $936.0K | 0.01% | −2,250−31.8% | Reduced |
| Boyd Watterson Asset Management LLC | 5,226 | $936.8K | 0.37% | −361−6.5% | Reduced |
| Harbour Investments, Inc. | 5,229 | $937.3K | 0.05% | −101−1.9% | Reduced |
| Essex Financial Services, Inc. | 5,234 | $938.2K | 0.11% | −1,367−20.7% | Reduced |
| Leonteq Securities AG | 5,240 | $939.3K | 0.10% | +2,989+132.8% | Added |
| Twin Capital Management Inc | 5,254 | $941.8K | 0.12% | −4,680−47.1% | Reduced |
| Joel Isaacson & Co., LLC | 5,255 | $942.0K | 0.06% | −420−7.4% | Reduced |
| Bangor Savings Bank | 5,257 | $942.3K | 0.11% | +209+4.1% | Added |
| David Loasby | 5,268 | $944.4K | 0.10% | +376+7.7% | Added |
| Rothschild Investment Corp | 5,277 | $946.0K | 0.08% | +448+9.3% | Added |
| Fiduciary Group LLC | 5,288 | $947.9K | 0.12% | −260−4.7% | Reduced |
| Monetary Management Group Inc | 5,291 | $948.4K | 0.29% | −2,025−27.7% | Reduced |
| Summit Trail Advisors, LLC | 5,292 | $948.6K | 0.04% | +1,613+43.8% | Added |
| Focus Financial Network, Inc. | 5,325 | $954.6K | 0.05% | −200−3.6% | Reduced |
| MKT Advisors LLC | 5,081 | $954.7K | 0.67% | −33−0.6% | Reduced |
| Ameritas Advisory Services, LLC | 5,355 | $962.6K | 0.12% | −53,357−90.9% | Reduced |
| Smith, Moore & Co. | 5,376 | $963.7K | 0.12% | +107+2.0% | Added |
| Mendel Money Management | 5,380 | $964.4K | 0.50% | +728+15.6% | Added |
| Foster & Motley Inc | 5,385 | $965.0K | 0.07% | −831−13.4% | Reduced |
| Acadian Asset Management LLC | 5,411 | $967.0K | 0.00% | −1,470−21.4% | Reduced |
| Main Street Financial Solutions, LLC | 5,397 | $967.3K | 0.13% | +394+7.9% | Added |
| First National Bank of South Miami | 5,401 | $968.1K | 0.78% | +78+1.5% | Added |
| Grove Bank & Trust | 5,498 | $985.5K | 0.20% | −96−1.7% | Reduced |
| Xcel Wealth Management, LLC | 5,533 | $991.8K | 0.31% | +300+5.7% | Added |
| SageView Advisory Group, LLC | 5,543 | $993.6K | 0.06% | +921+19.9% | Added |
| Essex Savings Bank | 5,548 | $994.5K | 0.33% | +237+4.5% | Added |
| Consolidated Planning Corp | 5,579 | $1.00M | 0.21% | −14,042−71.6% | Reduced |
| Herold Advisors, Inc. | 5,581 | $1.00M | 0.31% | +604+12.1% | Added |
| Centaurus Financial, Inc. | 5,584 | $1.00M | 0.09% | −1,783−24.2% | Reduced |
| Aptus Capital Advisors, LLC | 5,592 | $1.00M | 0.03% | +1,289+30.0% | Added |
| Coastline Trust Co | 5,595 | $1.00M | 0.14% | +267+5.0% | Added |
| Phillips Wealth Planners LLC | 5,659 | $1.01M | 1.33% | +78+1.4% | Added |
| Lindbrook Capital, LLC | 5,660 | $1.01M | 0.11% | −175−3.0% | Reduced |
| Capital International Inc | 5,683 | $1.02M | 0.02% | +5,683 | New |