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
- 2,258
- +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
- 957 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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 235 | $42.0K | 0.00% | +235 | New |
| M&R Capital Management Inc | 250 | $44.9K | 0.01% | +3+1.2% | Added |
| Gould Capital, LLC | 266 | $47.7K | 0.04% | +50+23.1% | Added |
| First Financial Corp | 269 | $48.2K | 0.03% | −15−5.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 278 | $49.8K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 278 | $49.8K | 0.02% | +250+892.9% | Added |
| Lansing Street Advisors | 290 | $51.9K | 0.03% | +3+1.0% | Added |
| Financial Perspectives, Inc | 293 | $52.5K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 296 | $53.1K | 0.01% | +90+43.7% | Added |
| Morton Brown Family Wealth, LLC | 300 | $53.8K | 0.03% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 302 | $54.1K | 0.03% | +302 | New |
| Private Ocean, LLC | 314 | $56.3K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 316 | $56.6K | 0.02% | −325−50.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 316 | $57.0K | 0.00% | −45−12.5% | Reduced |
| Operose Advisors LLC | 318 | $57.0K | 0.03% | −49−13.4% | Reduced |
| Cowen Prime Advisors LLC | 327 | $58.6K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 328 | $58.8K | 0.05% | +49+17.6% | Added |
| Tfo-TDC, LLC | 333 | $59.7K | 0.01% | −536−61.7% | Reduced |
| Earnest Partners LLC | 338 | $60.6K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 338 | $60.6K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 345 | $61.8K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 346 | $62.1K | 0.05% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 356 | $63.8K | 0.03% | +356 | New |
| Northwest Capital Management Inc | 365 | $65.4K | 0.03% | +365 | New |
| RE Dickinson Investment Advisors, LLC | 376 | $67.0K | 0.02% | +11+3.0% | Added |
| Steward Financial Group LLC | 375 | $67.0K | 0.02% | +375 | New |
| Hillsdale Investment Management Inc. | 374 | $67.0K | 0.01% | −90−19.4% | Reduced |
| West Oak Capital, LLC | 379 | $67.9K | 0.03% | −262−40.9% | Reduced |
| Macroview Investment Management LLC | 384 | $68.8K | 0.11% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 398 | $71.3K | 0.04% | 00.0% | Unchanged |
| Family CFO Inc | 400 | $71.7K | 0.05% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 401 | $71.9K | 0.02% | +401 | New |
| Essex Investment Management Co LLC | 404 | $72.4K | 0.01% | −35−8.0% | Reduced |
| Carolinas Wealth Consulting LLC | 407 | $72.9K | 0.01% | −162−28.5% | Reduced |
| First Personal Financial Services | 421 | $75.5K | 0.02% | +25+6.3% | Added |
| Hanson & Doremus Investment Management | 429 | $77.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 435 | $78.0K | 0.06% | −70−13.9% | Reduced |
| Y.D. More Investments Ltd | 440 | $78.9K | 0.02% | −15−3.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 445 | $79.8K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 454 | $81.4K | 0.03% | −43−8.7% | Reduced |
| SJS Investment Consulting Inc. | 465 | $83.4K | 0.02% | −18−3.7% | Reduced |
| Tyler-Stone Wealth Management | 469 | $84.0K | 0.05% | +469 | New |
| TD Capital Management LLC | 491 | $87.9K | 0.01% | +5+1.0% | Added |
| Chilton Capital Management LLC | 503 | $90.2K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 506 | $90.8K | 0.05% | +506 | New |
| Norwood Financial Corp | 520 | $93.2K | 0.14% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 522 | $93.7K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 530 | $95.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 539 | $96.7K | 0.02% | −41−7.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 550 | $97.0K | 0.05% | +100+22.2% | Added |
| Cassady Schiller Wealth Management, LLC | 553 | $99.2K | 0.05% | +74+15.4% | Added |
| JJJ Advisors Inc. | 557 | $99.8K | 0.03% | −57−9.3% | Reduced |
| One River Asset Management, LLC | 604 | $106.3K | 0.08% | +217+56.1% | Added |
| Rock Creek Group, LP | 595 | $106.7K | 0.02% | −246−29.3% | Reduced |
| Coastal Capital Group, Inc. | 601 | $107.7K | 0.02% | +2+0.3% | Added |
| Highlander Capital Management, LLC | 600 | $108.0K | 0.05% | 00.0% | Unchanged |
| JNBA Financial Advisors | 604 | $108.3K | 0.01% | +44+7.9% | Added |
| U S Global Investors Inc | 607 | $108.8K | 0.01% | +4+0.7% | Added |
| General Partner, Inc. | 623 | $111.7K | 0.09% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 640 | $114.7K | 0.03% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 646 | $115.8K | 0.05% | −105−14.0% | Reduced |
| Webster Bank, N. A. | 648 | $116.2K | 0.02% | −1−0.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 655 | $117.4K | 0.01% | −17,318−96.4% | Reduced |
| Atlantic Trust, LLC | 657 | $122.4K | 0.04% | +3+0.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 702 | $125.8K | 0.07% | +3+0.4% | Added |
| TSFG, LLC | 701 | $126.0K | 0.05% | +34+5.1% | Added |
| Arlington Partners LLC | 706 | $126.6K | 0.02% | +159+29.1% | Added |
| Larson Financial Group LLC | 719 | $128.9K | 0.01% | +209+41.0% | Added |
| Kapitalo Investimentos Ltda | 738 | $132.3K | 0.02% | +738 | New |
| Avalon Trust Co | 740 | $132.6K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 740 | $132.7K | 0.11% | +7+1.0% | Added |
| Studio Investment Management LLC | 775 | $138.9K | 0.04% | +335+76.1% | Added |
| Kenfarb & Co. | 800 | $143.4K | 0.12% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 803 | $144.0K | 0.09% | −46−5.4% | Reduced |
| Covestor Ltd | 808 | $145.0K | 0.11% | −47−5.5% | Reduced |
| First Command Bank | 810 | $145.2K | 0.01% | +160+24.6% | Added |
| First Command Financial Services, Inc. | 810 | $145.2K | 0.01% | +160+24.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 812 | $145.6K | 0.11% | +5+0.6% | Added |
| First Pacific Financial | 818 | $146.6K | 0.06% | +818 | New |
| Rise Advisors, LLC | 825 | $147.9K | 0.11% | +82+11.0% | Added |
| MCF Advisors LLC | 840 | $150.5K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 840 | $150.7K | 0.03% | −26−3.0% | Reduced |
| Crewe Advisors LLC | 860 | $154.2K | 0.02% | −273−24.1% | Reduced |
| Eagle Bay Advisors LLC | 863 | $154.8K | 0.09% | −98−10.2% | Reduced |
| RFP Financial Group LLC | 876 | $157.0K | 0.06% | +750+595.2% | Added |
| Pinnacle Holdings, LLC | 893 | $160.1K | 0.07% | −15−1.7% | Reduced |
| Missouri Trust & Investment Co | 900 | $161.3K | 0.09% | +215+31.4% | Added |
| Toth Financial Advisory Corp | 900 | $161.4K | 0.02% | −19−2.1% | Reduced |
| Addison Advisors LLC | 903 | $161.9K | 0.08% | +58+6.9% | Added |
| Sutton Wealth Advisors Inc. | 912 | $163.5K | 0.08% | −55−5.7% | Reduced |
| Westside Investment Management, Inc. | 946 | $169.6K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 947 | $170.0K | 0.07% | −485−33.9% | Reduced |
| Institutional & Family Asset Management, LLC | 963 | $172.6K | 0.03% | −79−7.6% | Reduced |
| Beacon Capital Management, LLC | 977 | $175.1K | 0.05% | +61+6.7% | Added |
| Asset Dedication, LLC | 988 | $176.0K | 0.02% | +34+3.6% | Added |
| MV Capital Management, Inc. | 984 | $176.4K | 0.02% | −63−6.0% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 992 | $177.8K | 0.07% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,011 | $181.2K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,011 | $181.2K | 0.01% | +1,011 | New |
| Clean Yield Group | 1,021 | $183.0K | 0.08% | −100−8.9% | Reduced |