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 |
|---|---|---|---|---|---|
| Executive Wealth Management, LLC | 52,293 | $9.37M | 0.97% | +373+0.7% | Added |
| Evergreen Capital Management LLC | 52,346 | $9.38M | 0.39% | −291−0.6% | Reduced |
| Kingsview Wealth Management, LLC | 53,142 | $9.53M | 0.37% | +14,709+38.3% | Added |
| Venturi Wealth Management, LLC | 53,273 | $9.55M | 0.77% | +527+1.0% | Added |
| Argent Trust Co | 53,326 | $9.56M | 0.52% | +2,062+4.0% | Added |
| Grace & White Inc | 53,690 | $9.62M | 1.77% | 00.0% | Unchanged |
| First National Trust Co | 53,810 | $9.65M | 0.45% | −1,847−3.3% | Reduced |
| La Banque Postale Asset Management SA | 53,898 | $9.66M | 0.23% | +7,922+17.2% | Added |
| ExodusPoint Capital Management, LP | 55,203 | $9.89M | 0.12% | +55,203 | New |
| Maryland State Retirement & Pension System | 55,324 | $9.92M | 0.21% | −2,875−4.9% | Reduced |
| Morgan Dempsey Capital Management LLC | 55,464 | $9.94M | 2.84% | −3,266−5.6% | Reduced |
| NFJ Investment Group, LLC | 55,497 | $9.95M | 0.26% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 56,006 | $10.0M | 3.51% | −1,195−2.1% | Reduced |
| Tamar Securities, LLC | 56,050 | $10.0M | 2.47% | +10,763+23.8% | Added |
| CapWealth Advisors, LLC | 56,339 | $10.1M | 1.23% | +496+0.9% | Added |
| Texas Yale Capital Corp. | 56,474 | $10.1M | 0.48% | −34,847−38.2% | Reduced |
| Eagle Ridge Investment Management | 56,714 | $10.2M | 1.07% | −117−0.2% | Reduced |
| First National Bank of Omaha | 57,193 | $10.3M | 0.59% | −834−1.4% | Reduced |
| Mastrapasqua Asset Management Inc | 57,826 | $10.4M | 1.17% | −133−0.2% | Reduced |
| CWM, LLC | 58,039 | $10.4M | 0.06% | +7,286+14.4% | Added |
| Kentucky Retirement Systems | 58,274 | $10.4M | 0.35% | +569+1.0% | Added |
| Colony Group LLC | 58,935 | $10.6M | 0.15% | −5,498−8.5% | Reduced |
| Securian Asset Management, Inc | 59,128 | $10.6M | 0.27% | −1,308−2.2% | Reduced |
| Romano Brothers and Company | 59,311 | $10.6M | 1.58% | −400−0.7% | Reduced |
| Linscomb & Williams, Inc. | 59,387 | $10.6M | 0.57% | −3,681−5.8% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 59,400 | $10.6M | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 59,393 | $10.7M | 0.41% | +9,909+20.0% | Added |
| Elo Mutual Pension Insurance Co | 59,522 | $10.7M | 0.31% | +3,287+5.8% | Added |
| Quadrature Capital Ltd | 59,771 | $10.7M | 0.23% | +59,771 | New |
| U.S. Capital Wealth Advisors, LLC | 59,780 | $10.7M | 0.51% | +5,605+10.3% | Added |
| Twin Tree Management, LP | 59,792 | $10.7M | 0.22% | +59,792 | New |
| Stonebridge Capital Advisors LLC | 60,284 | $10.8M | 1.15% | +2,796+4.9% | Added |
| Sigma Investment Counselors Inc | 60,290 | $10.8M | 0.79% | −300.0% | Reduced |
| Abn Amro Investment Solutions | 60,370 | $10.8M | 0.22% | −26,195−30.3% | Reduced |
| Cullinan Associates Inc | 60,757 | $10.9M | 0.60% | +4,309+7.6% | Added |
| LGT Group Foundation | 60,943 | $10.9M | 0.26% | −19,106−23.9% | Reduced |
| Wilkins Investment Counsel Inc | 61,156 | $11.0M | 2.86% | −39−0.1% | Reduced |
| Daiwa Securities Group Inc. | 61,252 | $11.0M | 0.07% | +820+1.4% | Added |
| Vestmark Advisory Solutions, Inc. | 61,281 | $11.0M | 0.42% | −882−1.4% | Reduced |
| Glenview Trust Co | 61,341 | $11.0M | 0.30% | +18,414+42.9% | Added |
| Lynch & Associates | 61,694 | $11.1M | 2.83% | −850−1.4% | Reduced |
| Gilbert & Cook, Inc. | 61,748 | $11.1M | 1.77% | +2,222+3.7% | Added |
| Formuepleje A/S | 61,956 | $11.1M | 0.97% | −4,284−6.5% | Reduced |
| Wesbanco Bank Inc | 62,710 | $11.2M | 0.47% | −386−0.6% | Reduced |
| SYSTM Wealth Solutions LLC | 62,859 | $11.3M | 1.53% | +2,791+4.6% | Added |
| Sowell Financial Services LLC | 63,833 | $11.4M | 0.64% | +27,273+74.6% | Added |
| LVM Capital Management Ltd | 63,853 | $11.4M | 1.53% | +2,400+3.9% | Added |
| Congress Wealth Management LLC | 64,012 | $11.5M | 0.27% | +1,346+2.1% | Added |
| Bank of Nova Scotia | 64,088 | $11.5M | 0.03% | +8,254+14.8% | Added |
| Steward Partners Investment Advisory, LLC | 64,540 | $11.6M | 0.17% | +2,258+3.6% | Added |
| Isthmus Partners, LLC | 64,613 | $11.6M | 1.58% | +1,557+2.5% | Added |
| 9258 Wealth Management, LLC | 65,046 | $11.7M | 2.19% | +70.0% | Added |
| Congress Asset Management Co | 65,160 | $11.7M | 0.10% | +1,027+1.6% | Added |
| British Columbia Investment Management Corp | 65,353 | $11.7M | 0.11% | +106+0.2% | Added |
| Logan Capital Management Inc | 65,383 | $11.7M | 0.56% | −4,552−6.5% | Reduced |
| Payden & Rygel | 65,510 | $11.7M | 0.83% | −79,600−54.9% | Reduced |
| Noesis Capital Mangement Corp | 65,520 | $11.7M | 2.89% | +543+0.8% | Added |
| Integrated Wealth Concepts LLC | 65,556 | $11.8M | 0.20% | +578+0.9% | Added |
| Teachers Retirement System of the State of Kentucky | 65,803 | $11.8M | 0.11% | −3,849−5.5% | Reduced |
| Woodmont Investment Counsel LLC | 66,616 | $11.9M | 1.24% | +4,998+8.1% | Added |
| Beese Fulmer Investment Management, Inc. | 66,956 | $12.0M | 1.30% | −199−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 67,062 | $12.0M | 0.13% | +4,250+6.8% | Added |
| Segall Bryant & Hamill, LLC | 67,313 | $12.1M | 0.13% | −294−0.4% | Reduced |
| Cetera Investment Advisers | 67,503 | $12.1M | 0.10% | −2,359−3.4% | Reduced |
| Guyasuta Investment Advisors Inc | 67,515 | $12.1M | 0.89% | −3,862−5.4% | Reduced |
| Vantage Investment Partners, LLC | 67,761 | $12.1M | 1.57% | +9,342+16.0% | Added |
| United Services Automobile Association | 68,728 | $12.3M | 0.35% | +1,981+3.0% | Added |
| Addenda Capital Inc. | 68,832 | $12.3M | 0.52% | −8,398−10.9% | Reduced |
| Stillwater Capital Advisors, LLC | 68,923 | $12.4M | 2.18% | +476+0.7% | Added |
| Hendershot Investments Inc. | 69,153 | $12.4M | 2.00% | −1,281−1.8% | Reduced |
| Public Sector Pension Investment Board | 69,402 | $12.4M | 0.09% | −10,893−13.6% | Reduced |
| Peapack Gladstone Financial Corp | 69,433 | $12.4M | 0.22% | −450−0.6% | Reduced |
| J.W. Cole Advisors, Inc. | 69,435 | $12.4M | 0.89% | +95+0.1% | Added |
| Abner Herrman & Brock LLC | 69,452 | $12.4M | 1.83% | +1,413+2.1% | Added |
| CCM Investment Advisers LLC | 69,864 | $12.5M | 1.68% | +1,139+1.7% | Added |
| Independent Advisor Alliance | 70,088 | $12.6M | 0.55% | −3,691−5.0% | Reduced |
| NewEdge Wealth, LLC | 70,122 | $12.6M | 0.42% | +8,049+13.0% | Added |
| Mackenzie Financial Corp | 68,491 | $12.6M | 0.02% | −10,325−13.1% | Reduced |
| Lathrop Investment Management Corp | 70,326 | $12.6M | 2.56% | −3,363−4.6% | Reduced |
| TCTC Holdings, LLC | 70,403 | $12.6M | 0.50% | +131+0.2% | Added |
| Laurion Capital Management LP | 70,463 | $12.6M | 0.54% | +70,463 | New |
| TownSquare Capital, LLC | 71,094 | $12.7M | 0.23% | +9,255+15.0% | Added |
| Welch & Forbes LLC | 71,207 | $12.8M | 0.20% | −1,173−1.6% | Reduced |
| TD Waterhouse Canada Inc. | 68,254 | $12.9M | 0.13% | −11,421−14.3% | Reduced |
| 1832 Asset Management L.P. | 72,267 | $13.0M | 0.03% | −1,491−2.0% | Reduced |
| Varma Mutual Pension Insurance Co | 72,301 | $13.0M | 0.16% | −144,699−66.7% | Reduced |
| Norinchukin Bank, The | 72,721 | $13.0M | 0.22% | +23,307+47.2% | Added |
| Martingale Asset Management L P | 72,906 | $13.1M | 0.26% | −52,487−41.9% | Reduced |
| Gulf International Bank (UK) Ltd | 73,081 | $13.1M | 0.33% | −21,399−22.6% | Reduced |
| Telos Capital Management, Inc. | 73,597 | $13.2M | 1.76% | +862+1.2% | Added |
| Intech Investment Management LLC | 73,634 | $13.2M | 0.14% | −277,543−79.0% | Reduced |
| United Bank | 73,665 | $13.2M | 1.62% | +1,212+1.7% | Added |
| Kestra Private Wealth Services, LLC | 74,176 | $13.3M | 0.46% | +4,614+6.6% | Added |
| Rafferty Asset Management, LLC | 74,415 | $13.3M | 0.08% | +7,235+10.8% | Added |
| Stack Financial Management, Inc | 74,759 | $13.4M | 1.50% | +1,022+1.4% | Added |
| Northwestern Mutual Wealth Management Co | 75,344 | $13.5M | 0.02% | −1,159−1.5% | Reduced |
| Captrust Financial Advisors | 76,390 | $13.7M | 0.05% | +7,084+10.2% | Added |
| Jacobs & Co | 76,560 | $13.7M | 1.63% | −1,397−1.8% | Reduced |
| StrategIQ Financial Group, LLC | 76,984 | $13.8M | 1.57% | +100.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 79,000 | $14.2M | 0.18% | 00.0% | Unchanged |