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 |
|---|---|---|---|---|---|
| Arrow Financial Corp | 7,277 | $1.30M | 0.16% | −5,716−44.0% | Reduced |
| Carmel Capital Partners, LLC | 7,303 | $1.31M | 0.67% | +464+6.8% | Added |
| Lincoln Capital LLC | 7,305 | $1.31M | 0.34% | −35−0.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 7,314 | $1.31M | 0.14% | +713+10.8% | Added |
| AIMZ Investment Advisors, LLC | 7,325 | $1.31M | 0.56% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,329 | $1.31M | 0.17% | −484−6.2% | Reduced |
| Meridian Financial Partners LLC | 7,051 | $1.32M | 0.79% | +7,051 | New |
| Arnhold LLC | 7,370 | $1.32M | 0.15% | 00.0% | Unchanged |
| PFG Investments, LLC | 7,373 | $1.32M | 0.24% | +102+1.4% | Added |
| V Wealth Advisors LLC | 7,381 | $1.32M | 0.23% | +99+1.4% | Added |
| Argent Advisors, Inc. | 7,385 | $1.32M | 0.61% | +190+2.6% | Added |
| Nwam LLC | 7,391 | $1.32M | 0.11% | +2,458+49.8% | Added |
| Johnson Financial Group, Inc. | 7,405 | $1.33M | 0.09% | +1,455+24.5% | Added |
| Eldridge Investment Advisors, Inc. | 7,411 | $1.33M | 0.43% | +5+0.1% | Added |
| Alan B. Lancz & Associates, Inc. | 7,420 | $1.33M | 1.42% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 7,433 | $1.33M | 0.34% | −152−2.0% | Reduced |
| Private Portfolio Partners LLC | 7,445 | $1.33M | 0.34% | +14+0.2% | Added |
| D.B. Root & Company, LLC | 7,452 | $1.34M | 0.51% | +259+3.6% | Added |
| Alpha Omega Wealth Management LLC | 7,460 | $1.34M | 0.23% | −123−1.6% | Reduced |
| Taylor Hoffman Wealth Management | 7,459 | $1.34M | 0.67% | +75+1.0% | Added |
| Centiva Capital, LP | 7,473 | $1.34M | 0.07% | +7,473 | New |
| Maltin Wealth Management, Inc. | 7,489 | $1.34M | 0.95% | +3,819+104.1% | Added |
| Lakewood Asset Management LLC | 7,493 | $1.34M | 1.06% | +27+0.4% | Added |
| Brookfield Asset Management Inc. | 7,517 | $1.35M | 0.01% | +4,216+127.7% | Added |
| Nations Financial Group Inc, | 7,548 | $1.35M | 0.13% | −225−2.9% | Reduced |
| Harrington Investments, INC | 7,563 | $1.36M | 0.89% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7,575 | $1.36M | 0.36% | −103−1.3% | Reduced |
| Cooper Financial Group | 7,576 | $1.36M | 0.34% | +1,572+26.2% | Added |
| Keystone Financial Group | 7,594 | $1.36M | 0.23% | +7,594 | New |
| Checchi Capital Advisers, LLC | 7,603 | $1.36M | 0.12% | +319+4.4% | Added |
| Raleigh Capital Management Inc. | 7,607 | $1.36M | 0.68% | −560−6.9% | Reduced |
| Laidlaw Wealth Management LLC | 7,664 | $1.37M | 0.27% | +1,833+31.4% | Added |
| Mission Wealth Management, LP | 7,667 | $1.37M | 0.05% | +494+6.9% | Added |
| DT Investment Partners, LLC | 7,426 | $1.38M | 0.16% | +33+0.4% | Added |
| Adviser Investments LLC | 7,718 | $1.38M | 0.03% | −67,184−89.7% | Reduced |
| Fiduciary Trust Co | 7,731 | $1.39M | 0.02% | −340−4.2% | Reduced |
| Regal Investment Advisors LLC | 7,732 | $1.39M | 0.12% | +749+10.7% | Added |
| Spears Abacus Advisors LLC | 7,751 | $1.39M | 0.11% | −325−4.0% | Reduced |
| Schechter Investment Advisors, LLC | 7,755 | $1.39M | 0.12% | −717−8.5% | Reduced |
| Chesapeake Wealth Management | 7,783 | $1.40M | 0.55% | +947+13.9% | Added |
| Dakota Wealth Management | 7,810 | $1.40M | 0.07% | +79+1.0% | Added |
| Redmond Asset Management, LLC | 7,873 | $1.41M | 0.46% | +1,125+16.7% | Added |
| Brown Miller Wealth Management, LLC | 7,908 | $1.42M | 0.77% | +175+2.3% | Added |
| Silvant Capital Management LLC | 7,918 | $1.42M | 0.08% | −5−0.1% | Reduced |
| Panagora Asset Management Inc | 7,937 | $1.42M | 0.01% | −385,951−98.0% | Reduced |
| Trust Co of Virginia | 7,960 | $1.43M | 0.15% | −533−6.3% | Reduced |
| Financial Architects, Inc | 7,975 | $1.43M | 0.22% | −38−0.5% | Reduced |
| Bridgewater Associates, LP | 7,975 | $1.43M | 0.01% | −109,401−93.2% | Reduced |
| Amplius Wealth Advisors, LLC | 7,988 | $1.43M | 0.19% | −39−0.5% | Reduced |
| Chicago Trust Co NA | 7,997 | $1.43M | 0.34% | −853−9.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.43M | 0.51% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 8,003 | $1.43M | 0.02% | +200+2.6% | Added |
| Confluence Wealth Services, Inc. | 8,011 | $1.44M | 0.31% | +858+12.0% | Added |
| TFG Advisers LLC | 8,038 | $1.44M | 0.65% | +372+4.9% | Added |
| Voya Financial Advisors, Inc. | 8,197 | $1.44M | 0.17% | +43+0.5% | Added |
| Csenge Advisory Group | 8,072 | $1.45M | 0.10% | −788−8.9% | Reduced |
| First Horizon Advisors, Inc. | 8,079 | $1.45M | 0.05% | −535−6.2% | Reduced |
| Bigelow Investment Advisors, LLC | 8,119 | $1.46M | 0.80% | +87+1.1% | Added |
| Cornerstone Wealth Management, LLC | 8,123 | $1.46M | 0.13% | −391−4.6% | Reduced |
| Davidson Capital Management Inc. | 8,171 | $1.46M | 0.73% | +106+1.3% | Added |
| Two Sigma Advisers, LP | 8,200 | $1.47M | 0.00% | +6,100+290.5% | Added |
| Invesco, LLC | 8,225 | $1.47M | 0.73% | +8,225 | New |
| DF Dent & Co Inc | 8,300 | $1.49M | 0.02% | −11−0.1% | Reduced |
| Independent Financial Group, LLC | 8,337 | $1.49M | 0.10% | −178−2.1% | Reduced |
| Insigneo Advisory Services, LLC | 8,362 | $1.50M | 0.29% | +3,876+86.4% | Added |
| Financial Advisory Service, Inc. | 8,409 | $1.51M | 0.19% | +749+9.8% | Added |
| Banco Santander, S.A. | 8,421 | $1.51M | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8,430 | $1.51M | 0.20% | +252+3.1% | Added |
| Profund Advisors LLC | 8,433 | $1.51M | 0.08% | +638+8.2% | Added |
| Gratus Capital LLC | 8,437 | $1.51M | 0.10% | +39+0.5% | Added |
| SeaBridge Investment Advisors LLC | 8,465 | $1.52M | 0.50% | +2,480+41.4% | Added |
| MSH Capital Advisors LLC | 8,483 | $1.52M | 0.56% | +1,035+13.9% | Added |
| First County Bank | 8,489 | $1.52M | 0.74% | +1,753+26.0% | Added |
| Ingalls & Snyder LLC | 8,510 | $1.52M | 0.07% | −400−4.5% | Reduced |
| Wolff Wiese Magana LLC | 8,523 | $1.53M | 1.18% | +72+0.9% | Added |
| Carson Advisory Inc. | 8,532 | $1.53M | 1.29% | +349+4.3% | Added |
| Applied Capital LLC | 8,594 | $1.54M | 1.46% | +8+0.1% | Added |
| Moloney Securities Asset Management, LLC | 8,675 | $1.55M | 0.27% | −269−3.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 8,735 | $1.57M | 0.42% | +7,409+558.7% | Added |
| Gouws Capital LLC | 8,740 | $1.57M | 1.29% | +2,914+50.0% | Added |
| SPC Financial, Inc. | 8,747 | $1.57M | 0.17% | −424−4.6% | Reduced |
| Red Cedar Investment Management, LLC | 8,755 | $1.57M | 0.24% | 00.0% | Unchanged |
| Cigna Investments Inc | 8,785 | $1.57M | 0.29% | −127−1.4% | Reduced |
| Petredis Investment Advisors LLC | 8,801 | $1.58M | 0.22% | +20.0% | Added |
| Pacific Global Investment Management CO | 8,802 | $1.58M | 0.33% | +40.0% | Added |
| Ameritas Investment Partners, Inc. | 8,868 | $1.59M | 0.06% | −214−2.4% | Reduced |
| Symmetry Partners, LLC | 8,947 | $1.60M | 0.08% | +1,244+16.1% | Added |
| SOA Wealth Advisors, LLC. | 8,971 | $1.61M | 0.38% | +30.0% | Added |
| Hutner Capital Management Inc | 8,986 | $1.61M | 0.94% | +10.0% | Added |
| Arden Trust Co | 8,987 | $1.61M | 0.26% | −4,449−33.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,992 | $1.61M | 0.48% | −192−2.1% | Reduced |
| LGT Fund Management Co Ltd. | 9,000 | $1.61M | 0.74% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 9,026 | $1.62M | 1.60% | −552−5.8% | Reduced |
| PYA Waltman Capital, LLC | 9,253 | $1.62M | 0.70% | +2,343+33.9% | Added |
| Compton Wealth Advisory Group, LLC | 9,064 | $1.62M | 0.54% | −97−1.1% | Reduced |
| Nilsine Partners, LLC | 9,093 | $1.63M | 0.24% | +137+1.5% | Added |
| Lineweaver Wealth Advisors, LLC | 9,087 | $1.63M | 0.46% | +510+5.9% | Added |
| Desjardins Global Asset Management Inc. | 9,099 | $1.63M | 0.19% | +1,196+15.1% | Added |
| AFS Financial Group, LLC | 9,122 | $1.64M | 1.06% | +736+8.8% | Added |
| Arjuna Capital | 9,166 | $1.64M | 0.58% | −1,953−17.6% | Reduced |