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 |
|---|---|---|---|---|---|
| Kiley Juergens Wealth Management, LLC | 11,992 | $2.15M | 0.74% | +60+0.5% | Added |
| Granite Investment Partners, LLC | 12,043 | $2.16M | 0.09% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 12,044 | $2.16M | 0.13% | 00.0% | Unchanged |
| Greenleaf Trust | 12,102 | $2.17M | 0.02% | −2,616−17.8% | Reduced |
| Connectus Wealth, LLC | 12,124 | $2.17M | 0.05% | +4,043+50.0% | Added |
| Caliber Wealth Management, LLC | 12,167 | $2.18M | 1.46% | +1,278+11.7% | Added |
| Trust Co of Vermont | 12,224 | $2.19M | 0.14% | −1,134−8.5% | Reduced |
| Financial Partners Group, LLC | 12,275 | $2.20M | 1.11% | +637+5.5% | Added |
| Whittier Trust Co of Nevada Inc | 12,283 | $2.20M | 0.07% | −1,607−11.6% | Reduced |
| First Dallas Securities Inc. | 12,286 | $2.20M | 1.23% | −280−2.2% | Reduced |
| Sterneck Capital Management, LLC | 12,285 | $2.20M | 1.35% | +9+0.1% | Added |
| Auto-Owners Insurance Co | 12,300 | $2.20M | 0.07% | 00.0% | Unchanged |
| Optimum Investment Advisors | 12,319 | $2.21M | 1.08% | +10.0% | Added |
| Richard Bernstein Advisors LLC | 12,349 | $2.21M | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 12,400 | $2.22M | 0.12% | +12,400 | New |
| Cypress Capital, LLC | 12,526 | $2.25M | 0.65% | +79+0.6% | Added |
| Summit Financial, LLC | 12,532 | $2.25M | 0.16% | +3,624+40.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,453 | $2.25M | 0.99% | +29+0.2% | Added |
| Rossmore Private Capital | 12,578 | $2.25M | 0.34% | +75+0.6% | Added |
| Benedetti & Gucer, Inc. | 12,581 | $2.25M | 1.16% | +66+0.5% | Added |
| Azzad Asset Management Inc | 12,591 | $2.26M | 0.30% | +220+1.8% | Added |
| Central Trust Co | 12,591 | $2.26M | 0.06% | +1,003+8.7% | Added |
| First Hawaiian Bank | 12,628 | $2.26M | 0.07% | −2,273−15.3% | Reduced |
| Balentine LLC | 12,652 | $2.27M | 0.08% | +2,675+26.8% | Added |
| Tealwood Asset Management Inc | 12,653 | $2.27M | 1.10% | +21+0.2% | Added |
| GYL Financial Synergies, LLC | 12,668 | $2.27M | 0.21% | +682+5.7% | Added |
| L.M. Kohn & Company | 12,724 | $2.28M | 0.86% | +844+7.1% | Added |
| Rockland Trust Co | 12,755 | $2.29M | 0.14% | +104+0.8% | Added |
| Nemes Rush Group LLC | 12,767 | $2.29M | 0.40% | +12,767 | New |
| Mutual Advisors, LLC | 12,768 | $2.29M | 0.09% | +1,279+11.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 12,798 | $2.29M | 2.00% | −550−4.1% | Reduced |
| Sage Mountain Advisors LLC | 12,847 | $2.30M | 0.33% | +9,957+344.5% | Added |
| Intrua Financial, LLC | 12,851 | $2.30M | 0.41% | +1,149+9.8% | Added |
| Capital Investment Advisory Services, LLC | 12,862 | $2.31M | 0.23% | −239−1.8% | Reduced |
| Institute for Wealth Management, LLC. | 12,876 | $2.31M | 0.41% | −134−1.0% | Reduced |
| Eqis Capital Management, Inc. | 12,887 | $2.31M | 0.26% | −48−0.4% | Reduced |
| ProVise Management Group, LLC | 12,928 | $2.32M | 0.21% | +361+2.9% | Added |
| Ontario Teachers Pension Plan Board | 12,995 | $2.33M | 0.02% | −897−6.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 13,000 | $2.33M | 0.43% | −5,600−30.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 13,038 | $2.34M | 1.36% | +90+0.7% | Added |
| Addison Capital Co | 13,079 | $2.34M | 1.67% | −845−6.1% | Reduced |
| Terry L. Blaker | 13,082 | $2.34M | 0.20% | +765+6.2% | Added |
| Moors & Cabot, Inc. | 13,165 | $2.36M | 0.16% | −647−4.7% | Reduced |
| Cohen Investment Advisors LLC | 13,185 | $2.36M | 1.90% | −1,238−8.6% | Reduced |
| Knuff & Co LLC | 13,231 | $2.37M | 0.89% | +13+0.1% | Added |
| Wetherby Asset Management Inc | 13,249 | $2.37M | 0.13% | −1,837−12.2% | Reduced |
| Trust Co of Toledo NA | 13,308 | $2.39M | 0.40% | −544−3.9% | Reduced |
| Equitable Holdings, Inc. | 13,409 | $2.40M | 0.03% | +4,532+51.1% | Added |
| Aull & Monroe Investment Management Corp | 13,511 | $2.42M | 1.22% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 13,511 | $2.42M | 0.24% | +56+0.4% | Added |
| BTC Capital Management, Inc. | 13,462 | $2.42M | 0.26% | +61+0.5% | Added |
| Slagle Financial, LLC | 13,543 | $2.43M | 1.51% | +13,543 | New |
| Waller Financial Planning Group, Inc | 13,594 | $2.44M | 0.67% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 13,600 | $2.44M | 0.67% | +216+1.6% | Added |
| AMG National Trust Bank | 13,603 | $2.44M | 0.08% | +501+3.8% | Added |
| Skylands Capital, LLC | 13,705 | $2.46M | 0.35% | −325−2.3% | Reduced |
| Stone Point Wealth LLC | 13,719 | $2.46M | 1.02% | +163+1.2% | Added |
| Camden Capital, LLC | 13,723 | $2.46M | 0.28% | +52+0.4% | Added |
| Horst & Graben Wealth Management LLC | 13,780 | $2.47M | 0.59% | +13+0.1% | Added |
| Easterly Investment Partners LLC | 13,805 | $2.47M | 0.22% | −699−4.8% | Reduced |
| BFSG, LLC | 13,813 | $2.48M | 0.42% | +119+0.9% | Added |
| Douglass Winthrop Advisors, LLC | 13,835 | $2.48M | 0.06% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 13,854 | $2.48M | 0.16% | +422+3.1% | Added |
| Davis R M Inc | 13,963 | $2.50M | 0.06% | +12,027+621.2% | Added |
| Veriti Management LLC | 13,984 | $2.51M | 0.28% | −385−2.7% | Reduced |
| Te Ahumairangi Investment Management Ltd | 13,986 | $2.51M | 0.34% | +13,986 | New |
| Ally Financial Inc. | 14,000 | $2.51M | 0.35% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,052 | $2.52M | 0.04% | +1,667+13.5% | Added |
| Corbyn Investment Management Inc | 14,122 | $2.53M | 1.23% | −9,546−40.3% | Reduced |
| SkyOak Wealth, LLC | 14,152 | $2.54M | 0.72% | +1,286+10.0% | Added |
| G&S Capital LLC | 14,184 | $2.54M | 1.22% | +5,310+59.8% | Added |
| Cornerstone Investment Partners, LLC | 14,205 | $2.55M | 0.16% | +3,428+31.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,277 | $2.56M | 1.55% | +129+0.9% | Added |
| Trustmark National Bank Trust Department | 14,284 | $2.56M | 0.24% | +40+0.3% | Added |
| Advisory Services & Investments, LLC | 14,339 | $2.57M | 2.12% | −67−0.5% | Reduced |
| Gries Financial LLC | 14,353 | $2.57M | 0.71% | +6,024+72.3% | Added |
| South State Corp. | 14,363 | $2.57M | 0.23% | −886−5.8% | Reduced |
| Bradley Foster & Sargent Inc | 14,381 | $2.58M | 0.05% | +856+6.3% | Added |
| Palouse Capital Management, Inc. | 14,384 | $2.58M | 1.80% | −1,052−6.8% | Reduced |
| Wright Investors Service Inc | 14,430 | $2.59M | 0.73% | −15,942−52.5% | Reduced |
| Quantinno Capital Management LP | 14,549 | $2.61M | 0.15% | −2,576−15.0% | Reduced |
| Forte Capital LLC | 14,563 | $2.61M | 0.38% | +1,264+9.5% | Added |
| Jackson Wealth Management, LLC | 14,585 | $2.61M | 0.38% | +389+2.7% | Added |
| Towercrest Capital Management | 14,600 | $2.62M | 0.49% | +14,600 | New |
| PFG Advisors | 14,642 | $2.62M | 0.20% | −671−4.4% | Reduced |
| Independence Bank of Kentucky | 14,682 | $2.63M | 1.07% | −204−1.4% | Reduced |
| Investmark Advisory Group LLC | 14,694 | $2.63M | 1.76% | +530+3.7% | Added |
| Mechanics Bank Trust Department | 14,753 | $2.64M | 0.42% | +55+0.4% | Added |
| Mill Capital Management, LLC | 14,753 | $2.64M | 0.25% | −837−5.4% | Reduced |
| StoneX Group Inc. | 14,886 | $2.67M | 0.28% | −245−1.6% | Reduced |
| Tradition Wealth Management, LLC | 14,918 | $2.67M | 0.31% | +12,677+565.7% | Added |
| Comerica Securities,inc. | 14,936 | $2.68M | 0.19% | −91−0.6% | Reduced |
| Bonness Enterprises Inc | 14,950 | $2.68M | 1.21% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 15,016 | $2.69M | 0.06% | −222−1.5% | Reduced |
| Rehmann Capital Advisory Group | 15,038 | $2.70M | 0.24% | +11+0.1% | Added |
| Truvestments Capital LLC | 15,156 | $2.72M | 1.35% | +452+3.1% | Added |
| Lockheed Martin Investment Management Co | 15,166 | $2.72M | 0.16% | −24,130−61.4% | Reduced |
| Harbour Investment Management LLC | 15,188 | $2.72M | 1.43% | −50−0.3% | Reduced |
| Chatham Capital Group, Inc. | 15,217 | $2.73M | 0.57% | +1,368+9.9% | Added |
| Change Path, LLC | 15,266 | $2.74M | 0.13% | +1,751+13.0% | Added |