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 |
|---|---|---|---|---|---|
| Boston Family Office LLC | 5,704 | $1.02M | 0.08% | −1,792−23.9% | Reduced |
| Spire Wealth Management | 5,709 | $1.02M | 0.04% | −1,027−15.2% | Reduced |
| Concord Wealth Partners | 5,731 | $1.03M | 0.22% | +1,437+33.5% | Added |
| Jag Capital Management, LLC | 5,740 | $1.03M | 0.12% | +57+1.0% | Added |
| Golden State Equity Partners | 5,744 | $1.03M | 0.29% | +2,509+77.6% | Added |
| Traynor Capital Management, Inc. | 5,758 | $1.03M | 0.13% | −678−10.5% | Reduced |
| Massachusetts Wealth Management | 5,765 | $1.03M | 0.99% | +90+1.6% | Added |
| Wilson & Boucher Capital Management, LLC | 5,776 | $1.04M | 0.93% | −25−0.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 5,781 | $1.04M | 0.24% | −135−2.3% | Reduced |
| Investors Research Corp | 5,789 | $1.04M | 0.26% | 00.0% | Unchanged |
| NBT Bank N A | 5,798 | $1.04M | 0.15% | −25−0.4% | Reduced |
| Geneos Wealth Management Inc. | 5,882 | $1.05M | 0.06% | +1,693+40.4% | Added |
| Byrne Asset Management LLC | – | $1.05M | 0.69% | – | – |
| LCNB Corp | 5,887 | $1.06M | 0.45% | +25+0.4% | Added |
| Meridian Wealth Management, LLC | 5,905 | $1.06M | 0.09% | −463−7.3% | Reduced |
| IVC Wealth Advisors LLC | 5,952 | $1.07M | 0.68% | +1,745+41.5% | Added |
| Barden Capital Management, Inc. | 5,954 | $1.07M | 1.17% | −794−11.8% | Reduced |
| Brown Capital Management LLC | 5,972 | $1.07M | 0.02% | −10−0.2% | Reduced |
| Mach-1 Financial Group, Inc. | 5,978 | $1.07M | 0.43% | +5,933+13,184.4% | Added |
| IFP Advisors, Inc | 9,181 | $1.08M | 0.05% | −666−6.8% | Reduced |
| Bremer Bank National Association | 6,010 | $1.08M | 0.21% | −10−0.2% | Reduced |
| Alpha DNA Investment Management LLC | 6,013 | $1.08M | 0.61% | +417+7.5% | Added |
| Tradewinds Capital Management, LLC | 6,034 | $1.08M | 0.34% | +10.0% | Added |
| Marino, Stram & Associates LLC | 6,059 | $1.09M | 0.31% | −118−1.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,060 | $1.09M | 0.12% | +66+1.1% | Added |
| Souders Financial Advisors | 6,074 | $1.09M | 0.21% | +1,635+36.8% | Added |
| Marshall Financial Group LLC | 6,083 | $1.09M | 0.37% | −93−1.5% | Reduced |
| Berkshire Asset Management LLC | 6,085 | $1.09M | 0.06% | −12−0.2% | Reduced |
| Baldwin Brothers Inc | 6,086 | $1.09M | 0.09% | +116+1.9% | Added |
| Colonial Trust Advisors | 6,099 | $1.09M | 0.12% | −20.0% | Reduced |
| Erste Asset Management GmbH | 6,235 | $1.10M | 0.02% | −1,011−14.0% | Reduced |
| Moneta Group Investment Advisors LLC | 6,151 | $1.10M | 0.02% | +1,176+23.6% | Added |
| Trail Ridge Investment Advisors, LLC | 6,200 | $1.11M | 0.69% | 00.0% | Unchanged |
| Gleason Group, Inc. | 6,226 | $1.12M | 0.29% | +60+1.0% | Added |
| Perpetual Ltd | 6,231 | $1.12M | 0.01% | +40+0.6% | Added |
| Founders Financial Alliance, LLC | 6,236 | $1.12M | 0.44% | +1,037+19.9% | Added |
| Patrick Mauro Investment Advisor, INC. | 6,240 | $1.12M | 0.69% | −720−10.3% | Reduced |
| Hyman Charles D | 6,244 | $1.12M | 0.07% | −56−0.9% | Reduced |
| Colonial Trust Co | 6,260 | $1.12M | 0.27% | +339+5.7% | Added |
| Reuter James Wealth Management, LLC | 6,266 | $1.12M | 1.35% | −104−1.6% | Reduced |
| TrimTabs Asset Management, LLC | 6,274 | $1.12M | 0.57% | −3,298−34.5% | Reduced |
| Strategic Blueprint, LLC | 6,313 | $1.13M | 0.11% | −404−6.0% | Reduced |
| Buckingham Strategic Partners | 6,326 | $1.13M | 0.06% | +141+2.3% | Added |
| K.J. Harrison & Partners Inc | 6,375 | $1.14M | 0.21% | 00.0% | Unchanged |
| Northstar Group, Inc. | 6,420 | $1.15M | 0.27% | +5+0.1% | Added |
| Capital Asset Advisory Services LLC | 6,230 | $1.15M | 0.08% | −188−2.9% | Reduced |
| Wealth Management Partners, LLC | 6,440 | $1.15M | 0.73% | +420+7.0% | Added |
| Simmons Bank | 6,444 | $1.16M | 0.10% | −70−1.1% | Reduced |
| Diligent Investors, LLC | 6,461 | $1.16M | 0.34% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 6,465 | $1.16M | 0.46% | −515−7.4% | Reduced |
| Legacy Financial Advisors, Inc. | 6,493 | $1.16M | 0.22% | +424+7.0% | Added |
| Eastern Bank | 6,520 | $1.17M | 0.06% | +6,520 | New |
| Occidental Asset Management, LLC | 6,584 | $1.18M | 0.27% | +1,758+36.4% | Added |
| Raab & Moskowitz Asset Management LLC | 6,593 | $1.18M | 0.40% | −426−6.1% | Reduced |
| Benjamin Edwards Inc | 6,594 | $1.18M | 0.27% | −1,272−16.2% | Reduced |
| W.H. Cornerstone Investments Inc. | 6,608 | $1.18M | 1.06% | +44+0.7% | Added |
| 1st Source Bank | 6,606 | $1.18M | 0.08% | −320−4.6% | Reduced |
| Family Asset Management, LLC | 6,612 | $1.19M | 0.80% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 6,635 | $1.19M | 0.35% | −88−1.3% | Reduced |
| Pegasus Partners Ltd. | 6,638 | $1.19M | 0.17% | −30−0.4% | Reduced |
| Western Wealth Management, LLC | 6,655 | $1.19M | 0.10% | −181−2.6% | Reduced |
| Central Bank & Trust Co | 6,673 | $1.20M | 0.20% | +29+0.4% | Added |
| Founders Financial Securities LLC | 6,689 | $1.20M | 0.16% | −351−5.0% | Reduced |
| Clarius Group, LLC | 6,720 | $1.20M | 0.09% | −650−8.8% | Reduced |
| Trust Investment Advisors | 6,756 | $1.21M | 0.98% | +131+2.0% | Added |
| Woodard & Co Asset Management Group Inc | 6,777 | $1.21M | 0.40% | +26+0.4% | Added |
| Ritholtz Wealth Management | 6,810 | $1.22M | 0.05% | +502+8.0% | Added |
| Stiles Financial Services Inc | 6,833 | $1.22M | 0.61% | +481+7.6% | Added |
| Washington Trust Co | 6,860 | $1.23M | 0.05% | −23−0.3% | Reduced |
| Bank of Hawaii | 6,875 | $1.23M | 0.07% | −240−3.4% | Reduced |
| TCM Advisors, LLC | – | $1.24M | 0.53% | – | – |
| Probity Advisors, Inc. | 6,911 | $1.24M | 0.27% | +6,911 | New |
| AdvisorNet Financial, Inc | 6,914 | $1.24M | 0.11% | −74−1.1% | Reduced |
| First United Bank Trust | 6,933 | $1.24M | 0.55% | −20−0.3% | Reduced |
| Diversified Trust Co | 6,954 | $1.25M | 0.05% | +2,363+51.5% | Added |
| First Financial Bank - Trust Division | 6,979 | $1.25M | 0.13% | −136−1.9% | Reduced |
| Constitution Capital LLC | 6,984 | $1.25M | 0.71% | −179−2.5% | Reduced |
| Fortem Financial Group, LLC | 6,984 | $1.25M | 0.74% | −150−2.1% | Reduced |
| Hartford Financial Management Inc. | 7,000 | $1.25M | 0.31% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,011 | $1.26M | 0.16% | −20−0.3% | Reduced |
| WT Wealth Management | 7,027 | $1.26M | 0.52% | +246+3.6% | Added |
| Noble Family Wealth, LLC | 7,030 | $1.26M | 0.41% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 7,043 | $1.26M | 0.38% | +1,944+38.1% | Added |
| Old Second National Bank of Aurora | 7,050 | $1.26M | 0.37% | +19+0.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 7,057 | $1.26M | 0.01% | −31,998−81.9% | Reduced |
| Patriot Investment Management Inc. | 7,068 | $1.27M | 0.11% | −923−11.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 7,077 | $1.27M | 0.33% | +173+2.5% | Added |
| Private Wealth Strategies, L.L.C. | 7,081 | $1.27M | 0.31% | +61+0.9% | Added |
| Northwest & Ethical Investments L.P. | 7,088 | $1.27M | 0.04% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 7,116 | $1.28M | 0.28% | −566−7.4% | Reduced |
| Affinity Wealth Management LLC | 7,120 | $1.28M | 0.29% | +167+2.4% | Added |
| Abbrea Capital, LLC | 7,123 | $1.28M | 0.20% | +55+0.8% | Added |
| Bollard Group LLC | 7,172 | $1.29M | 0.04% | +147+2.1% | Added |
| Guardian Capital Advisors LP | 6,905 | $1.29M | 0.15% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 6,845 | $1.29M | 0.24% | +1,101+19.2% | Added |
| Financial Advocates Investment Management | 7,195 | $1.29M | 0.10% | +1,271+21.5% | Added |
| Alaethes Wealth LLC | 7,229 | $1.30M | 0.71% | +185+2.6% | Added |
| Corundum Group, Inc. | 7,236 | $1.30M | 0.65% | −1,583−17.9% | Reduced |
| Paragon Private Wealth Management, LLC | 7,254 | $1.30M | 1.03% | +97+1.4% | Added |
| Estate Counselors, LLC | 7,275 | $1.30M | 0.17% | +7,275 | New |