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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 20,224 | $3.63M | 0.97% | +19,300+2,088.7% | Added |
| Assenagon Asset Management S.A. | 20,309 | $3.64M | 0.01% | −9,576−32.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,343 | $3.65M | 0.22% | −5,932−22.6% | Reduced |
| Perkins Coie Trust Co | 20,381 | $3.65M | 1.04% | −244−1.2% | Reduced |
| Ossiam | 20,446 | $3.66M | 0.07% | +924+4.7% | Added |
| Avitas Wealth Management LLC | 20,469 | $3.67M | 0.66% | −81−0.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 20,491 | $3.67M | 2.52% | −67−0.3% | Reduced |
| Park National Corp | 20,652 | $3.70M | 0.16% | −2,101−9.2% | Reduced |
| Hudson Capital Management LLC | 20,693 | $3.71M | 1.43% | +793+4.0% | Added |
| EP Wealth Advisors, LLC | 25,163 | $3.71M | 0.06% | −145,610−85.3% | Reduced |
| Princeton Global Asset Management LLC | 20,884 | $3.74M | 1.09% | −464−2.2% | Reduced |
| Farmers Trust Co | 20,997 | $3.76M | 0.81% | −16−0.1% | Reduced |
| Pavion Blue Capital, LLC | 21,039 | $3.77M | 2.20% | +4,022+23.6% | Added |
| Freestone Capital Holdings, LLC | 21,056 | $3.77M | 0.15% | +423+2.1% | Added |
| Boston Private Wealth LLC | 21,087 | $3.78M | 0.07% | −5,732−21.4% | Reduced |
| Physicians Financial Services, Inc. | 21,220 | $3.80M | 1.49% | −199−0.9% | Reduced |
| Ieq Capital, LLC | 21,265 | $3.81M | 0.08% | −3,571−14.4% | Reduced |
| North Star Asset Management Inc | 21,336 | $3.82M | 0.21% | −1,367−6.0% | Reduced |
| King Luther Capital Management Corp | 21,400 | $3.84M | 0.02% | −2,480−10.4% | Reduced |
| New England Research & Management, Inc. | 21,482 | $3.85M | 2.23% | +1,895+9.7% | Added |
| Roundview Capital LLC | 21,702 | $3.89M | 0.38% | +203+0.9% | Added |
| Sterling Investment Advisors, Ltd. | 21,914 | $3.93M | 1.30% | −442−2.0% | Reduced |
| Avidian Wealth Solutions, LLC | 21,914 | $3.93M | 0.26% | +9,127+71.4% | Added |
| Arkadios Wealth Advisors | 21,971 | $3.94M | 0.46% | −35−0.2% | Reduced |
| Commonwealth Retirement Investments LLC | 22,135 | $3.97M | 2.21% | +617+2.9% | Added |
| Hoylecohen, LLC | 22,136 | $3.97M | 0.35% | −291−1.3% | Reduced |
| Brookmont Capital Management | 22,170 | $3.97M | 2.40% | −65−0.3% | Reduced |
| DFPG Investments, LLC | 21,381 | $3.98M | 0.36% | +2,432+12.8% | Added |
| Westpac Banking Corp | 22,259 | $3.99M | 0.28% | −97,078−81.3% | Reduced |
| Smith, Salley & Associates | 22,262 | $3.99M | 0.29% | +5,451+32.4% | Added |
| Sheets Smith Wealth Management | 22,295 | $4.00M | 0.58% | +54+0.2% | Added |
| Antonetti Capital Management LLC | 22,394 | $4.01M | 5.78% | −20−0.1% | Reduced |
| Laffer Tengler Investments | 22,448 | $4.02M | 1.07% | +439+2.0% | Added |
| Madison Wealth Management | 22,485 | $4.03M | 0.82% | −80.0% | Reduced |
| Shell Asset Management Co | 22,524 | $4.04M | 0.16% | −3,429−13.2% | Reduced |
| Bridgeworth, LLC | 22,522 | $4.04M | 0.45% | −61−0.3% | Reduced |
| Pitcairn Co | 22,598 | $4.05M | 0.34% | −1,911−7.8% | Reduced |
| GSB Wealth Management, LLC | 22,605 | $4.05M | 1.32% | +86+0.4% | Added |
| Empirical Finance, LLC | 22,619 | $4.05M | 0.31% | +2,451+12.2% | Added |
| Prime Capital Investment Advisors, LLC | 22,698 | $4.07M | 0.08% | +3,643+19.1% | Added |
| Alberta Investment Management Corp | 22,800 | $4.09M | 0.04% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 22,824 | $4.09M | 1.41% | +797+3.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,863 | $4.10M | 0.11% | −78−0.3% | Reduced |
| Heritage Trust Co | 22,885 | $4.10M | 0.60% | +244+1.1% | Added |
| Teilinger Capital Ltd. | 22,900 | $4.10M | 1.49% | +22,900 | New |
| Azimuth Capital Investment Management LLC | 22,964 | $4.12M | 0.20% | −59−0.3% | Reduced |
| Duality Advisers, LP | 23,016 | $4.13M | 0.52% | +23,016 | New |
| Meiji Yasuda Asset Management Co Ltd. | 23,301 | $4.18M | 0.21% | −1,035−4.3% | Reduced |
| Bleakley Financial Group, LLC | 23,380 | $4.19M | 0.13% | −2,328−9.1% | Reduced |
| Summitry LLC | 23,383 | $4.19M | 0.26% | +602+2.6% | Added |
| HBK Investments L P | 23,437 | $4.20M | 0.13% | +23,437 | New |
| Papp L Roy & Associates | 23,572 | $4.23M | 0.54% | +27+0.1% | Added |
| Butensky & Cohen Financial Security, Inc | 23,646 | $4.24M | 1.52% | −1,162−4.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 23,650 | $4.24M | 0.44% | −3,878−14.1% | Reduced |
| National Asset Management, Inc. | 23,793 | $4.26M | 0.10% | −1,921−7.5% | Reduced |
| City Holding Co | 23,836 | $4.27M | 0.74% | −360−1.5% | Reduced |
| Brady Family Wealth, LLC | 23,842 | $4.27M | 1.59% | +36+0.2% | Added |
| Horan Capital Advisors, LLC. | 23,855 | $4.28M | 1.67% | +273+1.2% | Added |
| Occudo Quantitative Strategies LP | 23,858 | $4.28M | 0.44% | +23,858 | New |
| Sawyer & Company, Inc | 23,864 | $4.28M | 1.96% | +284+1.2% | Added |
| Verdence Capital Advisors LLC | 23,999 | $4.30M | 0.50% | +608+2.6% | Added |
| Laurel Wealth Advisors LLC | 24,013 | $4.30M | 0.87% | −665−2.7% | Reduced |
| Westover Capital Advisors, LLC | 24,225 | $4.34M | 1.51% | −1,079−4.3% | Reduced |
| Ethic Inc. | 24,228 | $4.34M | 0.16% | −3,390−12.3% | Reduced |
| Vise Technologies, Inc. | 24,384 | $4.37M | 1.06% | −1,151−4.5% | Reduced |
| Everence Capital Management Inc | 26,175 | $4.37M | 0.36% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 24,778 | $4.44M | 0.09% | 00.0% | Unchanged |
| Fosun International Ltd | 24,804 | $4.45M | 0.62% | 00.0% | Unchanged |
| Independent Investors Inc | 24,811 | $4.45M | 1.03% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 24,892 | $4.46M | 0.13% | −429−1.7% | Reduced |
| Lakeview Capital Partners, LLC | 24,972 | $4.48M | 0.83% | +20,111+413.7% | Added |
| Vestcor Inc | 25,093 | $4.50M | 0.16% | +145+0.6% | Added |
| Icon Wealth Partners, LLC | 25,149 | $4.51M | 0.48% | −3,912−13.5% | Reduced |
| Bowen Hanes & Co Inc | 25,204 | $4.52M | 0.14% | +710+2.9% | Added |
| Metis Global Partners, LLC | 25,214 | $4.52M | 0.24% | −1,689−6.3% | Reduced |
| KMG Fiduciary Partners, LLC | 25,267 | $4.53M | 0.59% | +2,488+10.9% | Added |
| Valeo Financial Advisors, LLC | 25,358 | $4.55M | 0.21% | −1,599−5.9% | Reduced |
| Sovereign Financial Group, Inc. | 25,536 | $4.58M | 1.49% | −1,848−6.7% | Reduced |
| Cypress Wealth Services, LLC | 25,196 | $4.60M | 1.21% | +600+2.4% | Added |
| Northwest Investment Counselors, LLC | 25,795 | $4.62M | 1.24% | +379+1.5% | Added |
| Schulhoff & Co Inc | 25,816 | $4.63M | 2.15% | −249−1.0% | Reduced |
| Hallmark Capital Management Inc | 25,905 | $4.64M | 0.42% | +907+3.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 26,018 | $4.66M | 0.35% | +49+0.2% | Added |
| Benin Management CORP | 26,020 | $4.66M | 1.67% | +15+0.1% | Added |
| Veritable, L.P. | 26,216 | $4.70M | 0.08% | +3,837+17.1% | Added |
| McDaniel Terry & Co | 26,290 | $4.71M | 0.48% | −129−0.5% | Reduced |
| Stratos Wealth Advisors, LLC | 26,304 | $4.72M | 0.33% | −281−1.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 26,374 | $4.75M | 0.53% | +1,522+6.1% | Added |
| Schwartz Investment Counsel Inc | 26,482 | $4.75M | 0.20% | 00.0% | Unchanged |
| Opus Investment Management Inc | 26,600 | $4.77M | 1.71% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 26,852 | $4.81M | 0.10% | −14,479−35.0% | Reduced |
| Farmers National Bank | 26,914 | $4.82M | 1.65% | +213+0.8% | Added |
| Keating Investment Counselors Inc | 26,962 | $4.83M | 1.75% | −663−2.4% | Reduced |
| Atlantic Union Bankshares Corp | 26,999 | $4.84M | 0.48% | −4,127−13.3% | Reduced |
| William Allan, LLC | 27,037 | $4.85M | 3.71% | −30.0% | Reduced |
| Globeflex Capital L P | 27,228 | $4.88M | 0.54% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 27,363 | $4.90M | 0.18% | +1,277+4.9% | Added |
| Argyle Capital Management Inc. | 27,478 | $4.93M | 1.78% | −850−3.0% | Reduced |
| Hodges Capital Management Inc. | 22,499 | $4.94M | 0.29% | +305+1.4% | Added |
| Peloton Wealth Strategists | 27,680 | $4.96M | 2.20% | −1,820−6.2% | Reduced |