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 |
|---|---|---|---|---|---|
| Bourne Lent Asset Management Inc | 27,748 | $4.97M | 1.73% | −1,000−3.5% | Reduced |
| Coldstream Capital Management Inc | 27,835 | $4.99M | 0.16% | −1,022−3.5% | Reduced |
| Eagle Rock Investment Company, LLC | 27,309 | $4.99M | 1.07% | +250+0.9% | Added |
| Bogart Wealth, LLC | 27,902 | $5.00M | 0.32% | +1,253+4.7% | Added |
| Bragg Financial Advisors, Inc | 28,095 | $5.04M | 0.28% | +2,243+8.7% | Added |
| PGGM Investments | 28,190 | $5.05M | 0.08% | −27,203−49.1% | Reduced |
| Culbertson A N & Co Inc | 28,243 | $5.06M | 0.98% | +802+2.9% | Added |
| NewSquare Capital LLC | 28,244 | $5.06M | 0.53% | +1,341+5.0% | Added |
| Capital Investment Counsel, Inc | 28,254 | $5.06M | 0.98% | −173−0.6% | Reduced |
| Foundations Investment Advisors, LLC | 28,321 | $5.08M | 0.17% | +1,263+4.7% | Added |
| Prudential PLC | 28,552 | $5.12M | 0.06% | +2,580+9.9% | Added |
| TD Private Client Wealth LLC | 28,616 | $5.13M | 0.22% | −9,165−24.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 28,778 | $5.16M | 0.08% | +5,620+24.3% | Added |
| Stolper Co | 28,789 | $5.16M | 2.17% | −361−1.2% | Reduced |
| Stokes Capital Advisors, LLC | 28,926 | $5.18M | 1.75% | +408+1.4% | Added |
| Sepio Capital, LP | 28,949 | $5.19M | 0.42% | −802−2.7% | Reduced |
| Vision Capital Management, Inc. | 28,968 | $5.19M | 0.89% | −20−0.1% | Reduced |
| Associated Banc-Corp | 29,174 | $5.23M | 0.20% | −342−1.2% | Reduced |
| Community Bank, N.A. | 29,304 | $5.25M | 0.69% | +171+0.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 29,349 | $5.26M | 0.20% | −9,796−25.0% | Reduced |
| Atwater Malick LLC | 29,370 | $5.26M | 2.25% | +1,921+7.0% | Added |
| Horrell Capital Management, Inc. | 29,518 | $5.29M | 1.63% | +40.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 29,737 | $5.31M | 0.07% | −10,327−25.8% | Reduced |
| Red Door Wealth Management, LLC | 29,673 | $5.32M | 1.18% | −8,801−22.9% | Reduced |
| Principal Street Partners, LLC | 29,718 | $5.33M | 1.27% | −1,722−5.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 29,984 | $5.37M | 0.05% | +413+1.4% | Added |
| Canal Capital Management, LLC | 29,995 | $5.38M | 1.09% | +753+2.6% | Added |
| Cohen Klingenstein LLC | 30,060 | $5.39M | 0.23% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 30,497 | $5.47M | 1.79% | +100.0% | Added |
| Legacy Advisors, LLC | 30,609 | $5.49M | 0.81% | −1,206−3.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 29,915 | $5.50M | 0.26% | −2,636−8.1% | Reduced |
| Bridge Creek Capital Management LLC | 30,707 | $5.50M | 1.97% | −80−0.3% | Reduced |
| Siemens Fonds Invest GmbH | 30,890 | $5.51M | 0.54% | −264−0.8% | Reduced |
| Fusion Capital, LLC | 30,813 | $5.52M | 3.09% | +424+1.4% | Added |
| Soltis Investment Advisors LLC | 30,828 | $5.53M | 0.64% | −10,562−25.5% | Reduced |
| Mather Group, LLC. | 30,833 | $5.53M | 0.09% | +679+2.3% | Added |
| Westfield Capital Management Co LP | 30,883 | $5.54M | 0.04% | +1,996+6.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 31,024 | $5.56M | 1.58% | −2,160−6.5% | Reduced |
| Sawtooth Solutions, LLC | 31,028 | $5.56M | 0.15% | −2,814−8.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 31,250 | $5.60M | 0.54% | −1,685−5.1% | Reduced |
| Banque Cantonale Vaudoise | 31,319 | $5.61M | 0.26% | −1,126−3.5% | Reduced |
| Loomis Sayles & Co L P | 31,376 | $5.62M | 0.01% | +72+0.2% | Added |
| Advisory Services Network, LLC | 31,479 | $5.64M | 0.15% | −1,511−4.6% | Reduced |
| Rench Wealth Management, Inc. | 31,495 | $5.65M | 2.48% | +1,287+4.3% | Added |
| Metropolitan Life Insurance Co | 31,586 | $5.66M | 0.28% | −1,058−3.2% | Reduced |
| D L Carlson Investment Group Inc | 31,611 | $5.67M | 1.08% | −162−0.5% | Reduced |
| Ascent Wealth Partners, LLC | 32,222 | $5.69M | 1.00% | +1,447+4.7% | Added |
| TrinityPoint Wealth, LLC | 31,959 | $5.73M | 1.12% | −38−0.1% | Reduced |
| Savant Capital, LLC | 32,076 | $5.75M | 0.09% | +23,147+259.2% | Added |
| Woodstock Corp | 32,079 | $5.75M | 0.68% | +148+0.5% | Added |
| Flputnam Investment Management Co | 32,146 | $5.76M | 0.16% | −11,460−26.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 32,194 | $5.77M | 2.82% | +477+1.5% | Added |
| Motco | 32,340 | $5.80M | 0.38% | −114−0.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 32,379 | $5.80M | 2.50% | +200+0.6% | Added |
| Avantax Advisory Services, Inc. | 32,415 | $5.81M | 0.07% | −3,691−10.2% | Reduced |
| E. Ohman J:or Asset Management AB | 32,611 | $5.85M | 0.21% | −600−1.8% | Reduced |
| Northwest Bancshares, Inc. | 32,620 | $5.85M | 1.06% | +1,276+4.1% | Added |
| Martin Capital Partners, LLC | 32,773 | $5.88M | 2.39% | −323−1.0% | Reduced |
| Highland Capital Management, LLC | 32,812 | $5.88M | 0.38% | +25,279+335.6% | Added |
| CWA Asset Management Group, LLC | 32,960 | $5.91M | 0.41% | +2,165+7.0% | Added |
| Venture Visionary Partners LLC | 33,007 | $5.92M | 0.35% | +3,546+12.0% | Added |
| Baxter Bros Inc | 33,067 | $5.93M | 0.88% | −168−0.5% | Reduced |
| Boston Research & Management Inc | 33,096 | $5.93M | 1.68% | +130+0.4% | Added |
| Lido Advisors, LLC | 33,188 | $5.95M | 0.07% | +3,338+11.2% | Added |
| Dorsey & Whitney Trust CO LLC | 33,261 | $5.96M | 0.49% | −1,142−3.3% | Reduced |
| Marshall Wace, LLP | 33,527 | $6.01M | 0.01% | +33,527 | New |
| Andra AP-fonden | 33,683 | $6.04M | 0.15% | −24,100−41.7% | Reduced |
| Beacon Financial Group | 34,627 | $6.10M | 0.83% | −9,385−21.3% | Reduced |
| Empowered Funds, LLC | 34,058 | $6.10M | 0.21% | +5,494+19.2% | Added |
| EA Series Trust | 34,058 | $6.10M | 0.21% | +34,058 | New |
| Sigma Planning Corp | 34,244 | $6.14M | 0.22% | −8,323−19.6% | Reduced |
| Cetera Advisors LLC | 34,304 | $6.15M | 0.10% | −345−1.0% | Reduced |
| Birch Capital Management, LLC | 34,305 | $6.15M | 3.74% | +591+1.8% | Added |
| Columbia Asset Management | 34,415 | $6.17M | 1.33% | +878+2.6% | Added |
| Great Valley Advisor Group, Inc. | 34,598 | $6.20M | 0.26% | +3,917+12.8% | Added |
| tru Independence LLC | 34,615 | $6.20M | 2.04% | +373+1.1% | Added |
| O'Shaughnessy Asset Management, LLC | 34,672 | $6.21M | 0.09% | +679+2.0% | Added |
| Clark Capital Management Group, Inc. | 34,699 | $6.22M | 0.06% | +7,930+29.6% | Added |
| Advisor Partners II, LLC | 34,700 | $6.22M | 0.29% | +1,815+5.5% | Added |
| Farmers & Merchants Investments Inc | 34,768 | $6.23M | 0.24% | −287−0.8% | Reduced |
| FORA Capital, LLC | 34,799 | $6.24M | 0.89% | −15,161−30.3% | Reduced |
| Good Life Advisors, LLC | 34,887 | $6.25M | 0.70% | +469+1.4% | Added |
| PDS Planning, Inc | 34,973 | $6.27M | 0.80% | −333−0.9% | Reduced |
| Wambolt & Associates, LLC | 35,165 | $6.30M | 2.24% | −130.0% | Reduced |
| Sequoia Financial Advisors, LLC | 35,193 | $6.31M | 0.11% | −1,180−3.2% | Reduced |
| Bard Financial Services, Inc. | 35,450 | $6.35M | 0.49% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 35,456 | $6.36M | 0.52% | +215+0.6% | Added |
| New Mexico Educational Retirement Board | 35,462 | $6.36M | 0.28% | +1,700+5.0% | Added |
| Rowland & Co Investment Counsel | 35,515 | $6.37M | 1.50% | −133−0.4% | Reduced |
| Ostrum Asset Management | 35,546 | $6.37M | 0.53% | −730−2.0% | Reduced |
| Perigon Wealth Management, LLC | 35,717 | $6.40M | 0.25% | +23,565+193.9% | Added |
| Motley Fool Wealth Management, LLC | 35,865 | $6.43M | 0.38% | −6,314−15.0% | Reduced |
| Davy Global Fund Management Ltd | 36,021 | $6.46M | 1.23% | +84+0.2% | Added |
| EagleClaw Capital Managment, LLC | 36,340 | $6.51M | 1.50% | −300−0.8% | Reduced |
| Johnson Investment Counsel Inc | 36,375 | $6.52M | 0.08% | −8,456−18.9% | Reduced |
| Wolverine Trading, LLC | 37,076 | $6.53M | 0.09% | +37,076 | New |
| Eastover Investment Advisors LLC | 36,458 | $6.54M | 3.49% | −253−0.7% | Reduced |
| Kesler, Norman & Wride, LLC | 36,573 | $6.56M | 1.59% | +712+2.0% | Added |
| Whittier Trust Co | 36,753 | $6.59M | 0.11% | −1,388−3.6% | Reduced |
| Bokf, NA | 36,796 | $6.60M | 0.13% | −1,369−3.6% | Reduced |