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 |
|---|---|---|---|---|---|
| Royal Fund Management, LLC | 9,199 | $1.65M | 0.23% | +469+5.4% | Added |
| Ascension Asset Management LLC | 9,208 | $1.65M | 1.01% | +9,208 | New |
| Coppell Advisory Solutions LLC | 9,404 | $1.66M | 0.49% | +1,427+17.9% | Added |
| Genus Capital Management Inc. | 9,271 | $1.66M | 0.24% | +9,271 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,276 | $1.66M | 0.17% | −900−8.8% | Reduced |
| Cim, LLC | 9,292 | $1.67M | 0.31% | +4,824+108.0% | Added |
| San Luis Wealth Advisors LLC | 9,345 | $1.68M | 0.59% | +3,034+48.1% | Added |
| Strengthening Families & Communities, LLC | 9,349 | $1.68M | 0.73% | +1,036+12.5% | Added |
| CAPROCK Group, Inc. | 9,407 | $1.69M | 0.12% | −2,018−17.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 9,435 | $1.69M | 0.31% | +584+6.6% | Added |
| Sweet Financial Partners, LLC | 9,443 | $1.69M | 0.44% | +3,299+53.7% | Added |
| JT Stratford LLC | 9,450 | $1.69M | 0.46% | −4,002−29.8% | Reduced |
| Werlinich Asset Management, LLC | 9,455 | $1.69M | 1.36% | +50+0.5% | Added |
| High Net Worth Advisory Group LLC | 9,547 | $1.71M | 0.66% | +48+0.5% | Added |
| Girard Partners Ltd. | 9,620 | $1.72M | 0.18% | −9,885−50.7% | Reduced |
| Advance Capital Management, Inc. | 9,671 | $1.73M | 0.20% | −200−2.0% | Reduced |
| ForthRight Wealth Management, LLC | 9,672 | $1.73M | 0.72% | −245−2.5% | Reduced |
| Access Financial Services, Inc. | 9,691 | $1.74M | 1.01% | +501+5.5% | Added |
| McKinley Carter Wealth Services, Inc. | 9,692 | $1.74M | 0.13% | −26−0.3% | Reduced |
| Proquility Private Wealth Partners, LLC | 9,698 | $1.74M | 0.68% | −78−0.8% | Reduced |
| Moneywise, Inc. | 9,701 | $1.74M | 1.08% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 9,721 | $1.74M | 1.37% | −322−3.2% | Reduced |
| Paralel Advisors LLC | 9,746 | $1.75M | 0.09% | +1,301+15.4% | Added |
| Mitchell Sinkler & Starr | 9,750 | $1.75M | 0.50% | +285+3.0% | Added |
| Fayez Sarofim & Co | 9,761 | $1.75M | 0.01% | +455+4.9% | Added |
| Aberdeen Wealth Management LLC | 9,795 | $1.76M | 1.27% | +20.0% | Added |
| Sompo Asset Management Co., Ltd. | 9,820 | $1.76M | 0.33% | +7,980+433.7% | Added |
| NorthRock Partners, LLC | 9,868 | $1.77M | 0.19% | +185+1.9% | Added |
| Intrust Bank NA | 9,910 | $1.78M | 0.22% | −95−0.9% | Reduced |
| Simplex Trading, LLC | 9,932 | $1.78M | 0.08% | +9,932 | New |
| RFG Advisory, LLC | 9,968 | $1.79M | 0.08% | +1,942+24.2% | Added |
| Decatur Capital Management, Inc. | 9,981 | $1.79M | 1.22% | −143−1.4% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.79M | 0.20% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 10,021 | $1.80M | 0.46% | +199+2.0% | Added |
| Lavaca Capital LLC | 10,056 | $1.80M | 0.56% | +4,372+76.9% | Added |
| TKG Advisors, LLC | 10,074 | $1.81M | 1.17% | +3,490+53.0% | Added |
| IHT Wealth Management, LLC | 10,080 | $1.81M | 0.09% | +546+5.7% | Added |
| Stoneridge Investment Partners LLC | 10,139 | $1.82M | 0.79% | +1,189+13.3% | Added |
| Cora Capital Advisors LLC | 10,141 | $1.82M | 1.21% | +163+1.6% | Added |
| Convergence Investment Partners, LLC | 10,146 | $1.82M | 1.04% | −112−1.1% | Reduced |
| Wrapmanager Inc | 10,175 | $1.82M | 0.56% | +82+0.8% | Added |
| Mountain Capital Investment Advisors, Inc | 9,698 | $1.83M | 0.69% | −2,580−21.0% | Reduced |
| WSFS Capital Management, LLC | 10,197 | $1.83M | 0.17% | −58−0.6% | Reduced |
| Parsons Capital Management Inc | 10,211 | $1.83M | 0.14% | +2,151+26.7% | Added |
| Matrix Trust Co | 10,247 | $1.84M | 0.47% | +523+5.4% | Added |
| Gabelli Funds LLC | 10,250 | $1.84M | 0.01% | −425−4.0% | Reduced |
| Garner Asset Management Corp | 10,271 | $1.84M | 1.07% | −3,932−27.7% | Reduced |
| Level Four Advisory Services, LLC | 10,321 | $1.85M | 0.11% | +1,530+17.4% | Added |
| Apollon Wealth Management, LLC | 10,324 | $1.85M | 0.09% | +406+4.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,337 | $1.85M | 1.28% | −200−1.9% | Reduced |
| Norway Savings Bank | 10,347 | $1.85M | 1.01% | +65+0.6% | Added |
| Fundamentun, LLC | 10,352 | $1.86M | 0.28% | +897+9.5% | Added |
| Hunter Associates Investment Management LLC | 10,377 | $1.86M | 0.36% | −855−7.6% | Reduced |
| United Community Bank | 10,400 | $1.86M | 1.64% | +259+2.6% | Added |
| Caption Management, LLC | 10,400 | $1.86M | 0.33% | +10,400 | New |
| Wahed Invest LLC | 10,471 | $1.88M | 0.66% | +993+10.5% | Added |
| Canandaigua National Bank & Trust Co | 10,524 | $1.89M | 0.31% | −2,630−20.0% | Reduced |
| Horan Securities, Inc. | 10,554 | $1.89M | 0.80% | +49+0.5% | Added |
| Neville Rodie & Shaw Inc | 10,560 | $1.89M | 0.16% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10,561 | $1.89M | 0.04% | +7+0.1% | Added |
| Green Square Capital Advisors LLC | 10,568 | $1.89M | 0.24% | +10,568 | New |
| Sandy Spring Bank | 10,571 | $1.89M | 0.10% | +284+2.8% | Added |
| BKD Wealth Advisors, LLC | 10,630 | $1.91M | 0.06% | −304−2.8% | Reduced |
| Cantor Fitzgerald, L. P. | 10,655 | $1.91M | 0.04% | +148+1.4% | Added |
| R.H. Dinel Investment Counsel, Inc. | 10,675 | $1.91M | 1.34% | −325−3.0% | Reduced |
| Modus Advisors, LLC | 10,792 | $1.93M | 0.83% | +254+2.4% | Added |
| Deane Retirement Strategies, Inc. | 10,812 | $1.94M | 1.06% | +71+0.7% | Added |
| Zurich Insurance Group Ltd | 10,900 | $1.95M | 0.02% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 10,916 | $1.96M | 0.21% | −443−3.9% | Reduced |
| Brighton Jones LLC | 10,962 | $1.96M | 0.10% | −131−1.2% | Reduced |
| Verition Fund Management LLC | 11,072 | $1.98M | 0.03% | +9,294+522.7% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 11,137 | $2.00M | 0.01% | −1,497−11.8% | Reduced |
| Hilltop Holdings Inc. | 11,147 | $2.00M | 0.25% | +275+2.5% | Added |
| Hedges Asset Management LLC | 11,200 | $2.01M | 1.70% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,200 | $2.01M | 0.16% | +9,168+451.2% | Added |
| Loudon Investment Management, LLC | 11,252 | $2.02M | 1.33% | +45+0.4% | Added |
| Beacon Investment Advisors LLC | 11,288 | $2.02M | 1.38% | +176+1.6% | Added |
| Excalibur Management Corp | 11,289 | $2.02M | 1.03% | −78−0.7% | Reduced |
| Integrated Advisors Network LLC | 11,336 | $2.03M | 0.12% | −2,029−15.2% | Reduced |
| Am Investment Strategies LLC | 11,349 | $2.03M | 0.64% | −514−4.3% | Reduced |
| Pensionfund Sabic | 11,400 | $2.04M | 0.68% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 11,448 | $2.05M | 0.21% | +1,449+14.5% | Added |
| Slow Capital, Inc. | 11,481 | $2.06M | 0.36% | +85+0.7% | Added |
| Private Trust Co NA | 11,523 | $2.07M | 0.26% | +434+3.9% | Added |
| iA Global Asset Management Inc. | 11,532 | $2.07M | 0.05% | +11,532 | New |
| BerganKDV Wealth Management, LLC | 11,535 | $2.07M | 0.21% | −106−0.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 11,557 | $2.07M | 0.20% | +2,064+21.7% | Added |
| Bailard, Inc. | 11,579 | $2.08M | 0.07% | −1,287−10.0% | Reduced |
| Global Retirement Partners, LLC | 11,585 | $2.08M | 0.10% | −495−4.1% | Reduced |
| Old National Bancorp | 11,649 | $2.09M | 0.06% | −583−4.8% | Reduced |
| Wimmer Associates 1, LLC | 11,665 | $2.09M | 1.26% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 11,672 | $2.09M | 0.22% | −1,178−9.2% | Reduced |
| Court Place Advisors, LLC | 11,700 | $2.10M | 0.74% | −140−1.2% | Reduced |
| Gifford Fong Associates | 11,800 | $2.12M | 0.50% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 11,803 | $2.12M | 0.08% | −4,401−27.2% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 11,871 | $2.13M | 0.13% | +11,871 | New |
| Mengis Capital Management, Inc. | 11,903 | $2.13M | 0.43% | 00.0% | Unchanged |
| First Bank & Trust | 11,938 | $2.14M | 0.54% | +3,513+41.7% | Added |
| Wealth Alliance | 11,973 | $2.15M | 0.32% | −249−2.0% | Reduced |
| Howland Capital Management LLC | 11,982 | $2.15M | 0.12% | −450−3.6% | Reduced |