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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Vident Investment Advisory, LLC | 37,189 | $6.67M | 0.23% | −6,443−14.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 37,040 | $6.70M | 1.10% | +18,627+101.2% | Added |
| Naples Global Advisors, LLC | 37,415 | $6.71M | 0.79% | +236+0.6% | Added |
| Buckingham Strategic Wealth, LLC | 37,520 | $6.73M | 0.10% | +12,981+52.9% | Added |
| Engineers Gate Manager LP | 37,655 | $6.75M | 0.26% | +37,655 | New |
| Atria Wealth Solutions, Inc. | 37,685 | $6.76M | 0.09% | +1,487+4.1% | Added |
| BancorpSouth Bank | 37,690 | $6.76M | 0.59% | −15,450−29.1% | Reduced |
| Bank of New Hampshire | 37,896 | $6.79M | 1.94% | +60.0% | Added |
| Tompkins Financial Corp | 38,439 | $6.89M | 1.08% | −1,648−4.1% | Reduced |
| FDx Advisors, Inc. | 38,464 | $6.89M | 0.38% | −22,008−36.4% | Reduced |
| Wealthfront Advisers LLC | 38,495 | $6.90M | 0.03% | −4,429−10.3% | Reduced |
| Albion Financial Group | 38,505 | $6.90M | 0.60% | +602+1.6% | Added |
| Ashton Thomas Private Wealth, LLC | 38,604 | $6.92M | 0.53% | +9,320+31.8% | Added |
| GQG Partners LLC | 38,761 | $6.95M | 0.02% | −172−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 38,976 | $6.99M | 0.11% | +844+2.2% | Added |
| ARS Wealth Advisors Group, LLC | 39,060 | $7.00M | 1.11% | +1,766+4.7% | Added |
| Shelton Capital Management | 39,095 | $7.01M | 0.25% | +22,890+141.3% | Added |
| HB Wealth Management, LLC | 39,139 | $7.02M | 0.11% | +4,910+14.3% | Added |
| Snowden Capital Advisors LLC | 39,517 | $7.08M | 0.25% | −1,960−4.7% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 39,600 | $7.10M | 4.51% | +520+1.3% | Added |
| CMG Global Holdings, LLC | 39,664 | $7.11M | 5.81% | −63−0.2% | Reduced |
| Riverview Capital Advisers, LLC | 39,775 | $7.13M | 3.13% | −325−0.8% | Reduced |
| Caldwell Trust Co | 39,833 | $7.14M | 0.93% | +30,331+319.2% | Added |
| Pallas Capital Advisors LLC | 39,084 | $7.14M | 0.32% | +2,416+6.6% | Added |
| Amica Mutual Insurance Co | 39,888 | $7.15M | 0.81% | −3,468−8.0% | Reduced |
| Sky Investment Group LLC | 39,977 | $7.17M | 1.55% | +235+0.6% | Added |
| Griffin Asset Management, Inc. | 39,982 | $7.17M | 0.97% | +994+2.5% | Added |
| Zions Bancorporation, N.A. | 40,100 | $7.19M | 0.61% | −1,607−3.9% | Reduced |
| Garland Capital Management Inc | 40,199 | $7.21M | 4.85% | +1,001+2.6% | Added |
| Ironwood Investment Counsel, LLC | 40,246 | $7.21M | 1.62% | −53−0.1% | Reduced |
| Headinvest, LLC | 41,255 | $7.29M | 1.57% | −1,570−3.7% | Reduced |
| Inlet Private Wealth, LLC | 40,963 | $7.34M | 1.85% | +410+1.0% | Added |
| FIL Ltd | 41,112 | $7.37M | 0.01% | −11,184−21.4% | Reduced |
| Sand Hill Global Advisors, LLC | 41,130 | $7.37M | 0.37% | −181−0.4% | Reduced |
| Massmutual Trust Co FSB | 41,168 | $7.38M | 0.27% | −957−2.3% | Reduced |
| Cornerstone Advisors, LLC | 41,500 | $7.44M | 0.35% | +13,500+48.2% | Added |
| Haverford Financial Services, Inc. | 41,576 | $7.45M | 2.22% | −114−0.3% | Reduced |
| Stratos Wealth Partners, LTD. | 41,651 | $7.47M | 0.17% | +3,891+10.3% | Added |
| Borer Denton & Associates, Inc. | 41,810 | $7.49M | 2.95% | +240+0.6% | Added |
| Exchange Traded Concepts, LLC | 41,858 | $7.50M | 0.18% | +41,858 | New |
| Dean Investment Associates, LLC | 41,887 | $7.51M | 1.22% | −305−0.7% | Reduced |
| Toroso Investments, LLC | 42,346 | $7.59M | 0.22% | −7,098−14.4% | Reduced |
| Mark Stevens | 42,416 | $7.60M | 0.98% | −995−2.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 42,502 | $7.62M | 0.16% | −1,116−2.6% | Reduced |
| MainStreet Investment Advisors LLC | 42,596 | $7.64M | 0.83% | −1,286−2.9% | Reduced |
| Agf Management Ltd | 42,625 | $7.64M | 0.06% | +620+1.5% | Added |
| HBK Sorce Advisory LLC | 42,656 | $7.65M | 0.32% | −1,196−2.7% | Reduced |
| Waterfront Wealth Inc. | 41,726 | $7.65M | 2.27% | −31−0.1% | Reduced |
| Hennessy Advisors Inc | 42,700 | $7.65M | 0.55% | −1,800−4.0% | Reduced |
| Keystone Financial Planning, Inc. | 42,911 | $7.69M | 2.58% | +412+1.0% | Added |
| Mattern Capital Management, LLC | 43,687 | $7.83M | 1.27% | +2,267+5.5% | Added |
| Builder Investment Group Inc | 43,779 | $7.85M | 3.07% | −87−0.2% | Reduced |
| JustInvest LLC | 44,138 | $7.91M | 0.24% | −3,441−7.2% | Reduced |
| Assetmark, Inc | 44,427 | $7.96M | 0.03% | +8,799+24.7% | Added |
| Louisiana State Employees Retirement System | 44,800 | $8.03M | 0.18% | −2,600−5.5% | Reduced |
| CX Institutional | 44,856 | $8.04M | 0.42% | +4,801+12.0% | Added |
| Intact Investment Management Inc. | 45,050 | $8.08M | 0.33% | −4,850−9.7% | Reduced |
| Crossmark Global Holdings, Inc. | 43,060 | $8.09M | 0.17% | −474−1.1% | Reduced |
| Capital Management Corp | 45,306 | $8.12M | 1.74% | −8,210−15.3% | Reduced |
| Unigestion Holding SA | 46,492 | $8.18M | 0.47% | −44,346−48.8% | Reduced |
| Wealthcare Advisory Partners LLC | 45,931 | $8.23M | 0.37% | −1,394−2.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 45,973 | $8.24M | 0.11% | +1,127+2.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 46,627 | $8.36M | 0.34% | +3,656+8.5% | Added |
| Tufton Capital Management | 46,797 | $8.39M | 1.81% | −694−1.5% | Reduced |
| Koshinski Asset Management, Inc. | 46,807 | $8.39M | 0.90% | −2,544−5.2% | Reduced |
| Spinnaker Trust | 46,875 | $8.40M | 0.61% | +1,038+2.3% | Added |
| Olstein Capital Management, L.P. | 47,000 | $8.43M | 1.36% | +1,000+2.2% | Added |
| Tower Research Capital LLC (TRC) | 47,092 | $8.44M | 0.28% | +23,940+103.4% | Added |
| XML Financial, LLC | 47,131 | $8.45M | 0.98% | +234+0.5% | Added |
| Live Oak Private Wealth LLC | 47,349 | $8.49M | 1.69% | +2,837+6.4% | Added |
| Northeast Investment Management | 47,631 | $8.54M | 0.48% | −2,635−5.2% | Reduced |
| Country Club Bank | 48,647 | $8.56M | 0.68% | −1,841−3.6% | Reduced |
| Ergoteles LLC | 47,814 | $8.57M | 0.41% | +47,814 | New |
| Citizens Financial Group Inc | 48,123 | $8.63M | 0.31% | −4,923−9.3% | Reduced |
| CSM Advisors, LLC | 48,215 | $8.64M | 0.66% | +95+0.2% | Added |
| MAI Capital Management | 48,444 | $8.68M | 0.13% | −3,498−6.7% | Reduced |
| Great Lakes Advisors, LLC | 48,469 | $8.69M | 0.09% | −5,442−10.1% | Reduced |
| Oppenheimer & Co Inc | 49,083 | $8.80M | 0.18% | +4,610+10.4% | Added |
| Pathstone Family Office, LLC | 44,308 | $8.80M | 0.13% | −70−0.2% | Reduced |
| Visionary Wealth Advisors | 49,200 | $8.82M | 0.71% | +1,145+2.4% | Added |
| Advocate Group LLC | 49,366 | $8.85M | 1.95% | +4,850+10.9% | Added |
| Hendley & Co Inc | 49,455 | $8.87M | 3.68% | +150+0.3% | Added |
| SG Americas Securities, LLC | 49,521 | $8.88M | 0.08% | +48,997+9,350.6% | Added |
| Signaturefd, LLC | 49,724 | $8.91M | 0.23% | −1,881−3.6% | Reduced |
| Resources Management Corp | 49,895 | $8.94M | 1.40% | +49,649+20,182.5% | Added |
| Macquarie Group Ltd | 50,244 | $9.01M | 0.01% | −59,931−54.4% | Reduced |
| Edgar Lomax Co | 50,333 | $9.02M | 0.59% | −732−1.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 50,400 | $9.03M | 0.87% | −85−0.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 50,811 | $9.11M | 0.69% | +496+1.0% | Added |
| Summit Financial Wealth Advisors, LLC | 50,944 | $9.13M | 2.11% | +287+0.6% | Added |
| Tower Bridge Advisors | 50,966 | $9.14M | 0.84% | +6,333+14.2% | Added |
| M&G Investment Management Ltd | 51,042 | $9.14M | 0.05% | +49,359+2,932.8% | Added |
| Hartford Investment Management Co | 51,025 | $9.15M | 0.34% | −10,621−17.2% | Reduced |
| Franklin Street Advisors Inc | 51,136 | $9.17M | 0.78% | −37,606−42.4% | Reduced |
| Lee Danner & Bass Inc | 51,941 | $9.31M | 0.80% | −1,098−2.1% | Reduced |
| Stonegate Investment Group, LLC | 51,969 | $9.32M | 0.33% | −1,021−1.9% | Reduced |
| Tredje AP-fonden | 52,034 | $9.33M | 0.13% | +1,743+3.5% | Added |
| Anchor Investment Management, LLC | 52,039 | $9.33M | 1.19% | −1,092−2.1% | Reduced |
| Bell Bank | 52,044 | $9.33M | 0.99% | −1,616−3.0% | Reduced |
| Hantz Financial Services, Inc. | 52,057 | $9.33M | 0.23% | −2,557−4.7% | Reduced |