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
- 2,257
- +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
- 956 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 |
|---|---|---|---|---|---|
| Shoker Investment Counsel, Inc. | 15,353 | $2.75M | 1.15% | +135+0.9% | Added |
| Charter Research & Investment Group, Inc. | 15,400 | $2.76M | 2.29% | −69−0.4% | Reduced |
| Ballentine Partners, LLC | 15,419 | $2.76M | 0.06% | −82−0.5% | Reduced |
| ING Groep NV | 15,441 | $2.77M | 0.02% | +13,994+967.1% | Added |
| Wedbush Securities Inc | 15,443 | $2.77M | 0.13% | −2,278−12.9% | Reduced |
| Wharton Business Group, LLC | 15,468 | $2.77M | 0.18% | −1,345−8.0% | Reduced |
| Cypress Asset Management Inc | 15,410 | $2.78M | 0.90% | −493−3.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 15,518 | $2.78M | 0.55% | +433+2.9% | Added |
| Exeter Financial, LLC | 15,073 | $2.79M | 1.44% | +66+0.4% | Added |
| Arete Wealth Advisors, LLC | 15,581 | $2.79M | 0.25% | −579−3.6% | Reduced |
| South Dakota Investment Council | 15,608 | $2.80M | 0.06% | −1,400−8.2% | Reduced |
| Schnieders Capital Management LLC | 15,634 | $2.80M | 0.59% | +163+1.1% | Added |
| Lincoln National Corp | 15,641 | $2.80M | 0.06% | −301−1.9% | Reduced |
| We Are One Seven, LLC | 15,646 | $2.80M | 0.26% | −2,344−13.0% | Reduced |
| Alta Capital Management LLC | 15,659 | $2.81M | 0.19% | −28−0.2% | Reduced |
| Searle & Co. | 15,050 | $2.82M | 0.87% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 15,719 | $2.82M | 1.61% | −10.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 15,764 | $2.83M | 0.07% | +1,003+6.8% | Added |
| Marks Group Wealth Management, Inc | 15,778 | $2.83M | 0.34% | +504+3.3% | Added |
| Clearstead Advisors, LLC | 15,778 | $2.83M | 0.17% | +3,590+29.5% | Added |
| Banque Pictet & Cie SA | 15,828 | $2.84M | 0.02% | +3,560+29.0% | Added |
| Sunbelt Securities, Inc. | 15,862 | $2.84M | 0.41% | −552−3.4% | Reduced |
| Allworth Financial LP | 15,903 | $2.85M | 0.02% | −306−1.9% | Reduced |
| JLB & Associates Inc | 15,909 | $2.85M | 0.41% | +953+6.4% | Added |
| Jacobi Capital Management LLC | 15,915 | $2.85M | 0.32% | +253+1.6% | Added |
| Auxier Asset Management | 15,918 | $2.85M | 0.47% | +10.0% | Added |
| Commerzbank Aktiengesellschaft | 15,994 | $2.87M | 0.14% | +4,893+44.1% | Added |
| GHP Investment Advisors, Inc. | 16,302 | $2.88M | 0.17% | +1,673+11.4% | Added |
| Shorepoint Capital Partners LLC | 16,429 | $2.94M | 0.83% | −42−0.3% | Reduced |
| Sculati Wealth Management, LLC | 16,541 | $2.97M | 1.49% | +67+0.4% | Added |
| Portside Wealth Group, LLC | 16,593 | $2.97M | 0.55% | +16,593 | New |
| Moody National Bank Trust Division | 16,670 | $2.99M | 0.20% | +142+0.9% | Added |
| Intrepid Capital Management Inc | 16,839 | $3.02M | 2.12% | 00.0% | Unchanged |
| Miller Investment Management, LP | 16,859 | $3.02M | 0.46% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 16,903 | $3.03M | 0.09% | +5,765+51.8% | Added |
| DHJJ Financial Advisors, Ltd. | 16,905 | $3.03M | 1.58% | 00.0% | Unchanged |
| Tiaa, FSB | 16,953 | $3.04M | 0.01% | −786−4.4% | Reduced |
| Sage Capital Advisors,llc | 16,960 | $3.04M | 1.07% | +204+1.2% | Added |
| Greenline Partners, LLC | 16,989 | $3.05M | 0.57% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 17,001 | $3.05M | 0.92% | +774+4.8% | Added |
| Lake Street Advisors Group, LLC | 17,056 | $3.06M | 0.17% | +17,056 | New |
| Kinneret Advisory, LLC | 17,131 | $3.07M | 0.36% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 17,345 | $3.11M | 0.03% | 00.0% | Unchanged |
| Strategic Advisors LLC | 17,409 | $3.12M | 0.59% | +81+0.5% | Added |
| Bridges Investment Management Inc | 17,421 | $3.12M | 0.10% | −1,587−8.3% | Reduced |
| Dynamic Advisor Solutions LLC | 17,423 | $3.12M | 0.16% | +3,406+24.3% | Added |
| Harbor Capital Advisors, Inc. | 17,466 | $3.13M | 0.63% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 17,473 | $3.13M | 0.19% | −7,628−30.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 17,505 | $3.14M | 1.08% | +40.0% | Added |
| SWS Partners | 17,535 | $3.14M | 1.13% | +4,091+30.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 17,546 | $3.15M | 0.39% | −1,618−8.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 17,648 | $3.16M | 0.40% | +3,236+22.5% | Added |
| McDonald Partners LLC | 17,653 | $3.16M | 0.97% | −10.0% | Reduced |
| Sumitomo Life Insurance Co | 17,687 | $3.17M | 0.14% | −844−4.6% | Reduced |
| Cypress Capital Group | 17,689 | $3.17M | 0.46% | +10+0.1% | Added |
| Adams Asset Advisors, LLC | 17,796 | $3.19M | 0.47% | −2,626−12.9% | Reduced |
| Stanley-Laman Group, Ltd. | 17,858 | $3.20M | 0.53% | +1,377+8.4% | Added |
| Cary Street Partners Asset Management LLC | 17,926 | $3.21M | 0.60% | −140−0.8% | Reduced |
| Lazard Asset Management LLC | 17,943 | $3.21M | 0.00% | −98,495−84.6% | Reduced |
| Viking Fund Management LLC | 18,000 | $3.23M | 0.61% | +18,000 | New |
| Kennon-Green & Company, LLC | 18,033 | $3.23M | 3.01% | +440+2.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 18,049 | $3.23M | 2.09% | +569+3.3% | Added |
| Marion Wealth Management | 18,198 | $3.26M | 1.16% | −524−2.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 18,219 | $3.27M | 1.47% | +47+0.3% | Added |
| Boyar Asset Management Inc. | 18,256 | $3.27M | 2.42% | −99−0.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 18,274 | $3.28M | 0.15% | −2,081−10.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 18,276 | $3.28M | 2.31% | +1,636+9.8% | Added |
| Plimoth Trust Co LLC | 18,390 | $3.30M | 0.99% | −198−1.1% | Reduced |
| Aspire Private Capital, LLC | 18,415 | $3.30M | 1.05% | +23+0.1% | Added |
| AustralianSuper Pty Ltd | 18,425 | $3.30M | 0.02% | +18,425 | New |
| Northcape Wealth Management, LLC | 18,466 | $3.31M | 1.19% | +136+0.7% | Added |
| Eudaimonia Partners, LLC | 18,474 | $3.31M | 0.75% | +564+3.1% | Added |
| Pure Financial Advisors, Inc. | 18,496 | $3.32M | 0.14% | +1,324+7.7% | Added |
| Meritage Portfolio Management | 18,538 | $3.32M | 0.24% | +647+3.6% | Added |
| Parallel Advisors, LLC | 18,631 | $3.34M | 0.11% | −2,932−13.6% | Reduced |
| Montag A & Associates Inc | 18,709 | $3.35M | 0.21% | +195+1.1% | Added |
| Arvest Trust Co N A | 17,931 | $3.36M | 0.20% | −1,078−5.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 18,731 | $3.36M | 0.22% | −55−0.3% | Reduced |
| Stamos Capital Partners, L.P. | 18,760 | $3.36M | 0.79% | +2,360+14.4% | Added |
| Twin Lakes Capital Management, LLC | 18,876 | $3.38M | 2.40% | +173+0.9% | Added |
| Exencial Wealth Advisors, LLC | 18,899 | $3.39M | 0.16% | +1,116+6.3% | Added |
| Cardinal Capital Management | 19,090 | $3.42M | 0.69% | +269+1.4% | Added |
| Phoenix Holdings Ltd. | 19,101 | $3.42M | 0.07% | +3,534+22.7% | Added |
| Anderson Hoagland & Co | 19,170 | $3.44M | 0.44% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 19,196 | $3.44M | 2.73% | 00.0% | Unchanged |
| Courier Capital LLC | 19,200 | $3.44M | 0.27% | −640−3.2% | Reduced |
| Silverhawk Asset Management, LLC | 19,470 | $3.49M | 2.87% | −530−2.7% | Reduced |
| Fulton Bank, N.A. | 19,510 | $3.50M | 0.17% | −449−2.2% | Reduced |
| Millennium Capital Advisors, LLC | 19,672 | $3.53M | 2.90% | +700+3.7% | Added |
| Horizon Investments, LLC | 19,883 | $3.53M | 0.10% | +571+3.0% | Added |
| Fort Washington Investment Advisors Inc | 19,781 | $3.55M | 0.03% | −277−1.4% | Reduced |
| Marietta Wealth Management, LLC | 19,843 | $3.56M | 0.67% | +391+2.0% | Added |
| Palisade Asset Management, LLC | 19,919 | $3.57M | 0.41% | −30.0% | Reduced |
| Monument Capital Management | 19,951 | $3.58M | 1.14% | −1,392−6.5% | Reduced |
| Advanced Asset Management Advisors Inc | 20,000 | $3.58M | 0.83% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 20,019 | $3.59M | 1.49% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 20,024 | $3.59M | 1.35% | +20,024 | New |
| Cox Capital Mgt LLC | 20,136 | $3.61M | 2.66% | +82+0.4% | Added |
| Signature Wealth Management Group | 20,160 | $3.61M | 1.68% | +889+4.6% | Added |
| United Asset Strategies, Inc. | 20,163 | $3.61M | 0.45% | +2,854+16.5% | Added |