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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.

Institutional holdersQ2 2023: 2,257 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ2 2023: $91.0B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Willis Investment Counsel79,518$14.3M0.93%−236−0.3%Reduced
Thompson Siegel & Walmsley LLC79,597$14.3M0.23%+9,400+13.4%Added
Capital Fund Management S.A.80,134$14.4M0.23%+80,134New
Iowa State Bank80,471$14.4M3.62%−1,041−1.3%Reduced
Biechele Royce Advisors80,506$14.4M5.03%+5,152+6.8%Added
Evercore Wealth Management, LLC81,058$14.5M0.27%−1,158−1.4%Reduced
Mayar Capital Ltd.81,233$14.6M11.75%−1,561−1.9%Reduced
Kornitzer Capital Management Inc81,311$14.6M0.29%+90+0.1%Added
Cullen/Frost Bankers, Inc.81,356$14.6M0.25%+391+0.5%Added
Nissay Asset Management Corp81,448$14.6M0.13%+423+0.5%Added
Heritage Investors Management Corp81,593$14.6M0.59%−290.0%Reduced
Waypoint Wealth Partners Inc.81,858$14.7M5.02%00.0%Unchanged
United Capital Financial Advisers, LLC82,440$14.8M0.08%−3,484−4.1%Reduced
Richard C. Young & CO., LTD.82,440$14.8M2.03%−344−0.4%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.83,598$15.0M0.05%−84,912−50.4%Reduced
CIBC World Markets Corp84,934$15.2M0.12%+48,028+130.1%Added
Armstrong Advisory Group, Inc85,647$15.4M1.63%−106−0.1%Reduced
Czech National Bank85,831$15.4M0.35%−146−0.2%Reduced
Mayflower Financial Advisors, LLC86,101$15.4M2.00%−190−0.2%Reduced
Miramar Capital, LLC86,414$15.5M3.93%+3,589+4.3%Added
Charter Trust Co86,967$15.6M1.20%−56−0.1%Reduced
Commerce Bank87,097$15.6M0.12%+4,240+5.1%Added
First Fiduciary Investment Counsel, Inc.87,153$15.6M3.39%+1,619+1.9%Added
Zevin Asset Management LLC88,674$15.9M3.19%−630−0.7%Reduced
Greatmark Investment Partners, Inc.89,097$16.0M2.69%+1,470+1.7%Added
Investment House LLC89,227$16.0M1.20%−8,975−9.1%Reduced
Cresset Asset Management, LLC89,281$16.0M0.11%+75,462+546.1%Added
Steigerwald, Gordon & Koch Inc.89,416$16.0M2.35%+698+0.8%Added
NorthCrest Asset Manangement, LLC89,464$16.0M0.63%−613−0.7%Reduced
Neuberger Berman Group LLC90,071$16.1M0.01%−16,820−15.7%Reduced
Railway Pension Investments Ltd91,000$16.3M0.16%−159,500−63.7%Reduced
Janney Capital Management LLC91,088$16.3M1.13%+10,889+13.6%Added
Weiss Multi-Strategy Advisers LLC91,700$16.4M0.35%+91,700New
Fisher Asset Management, LLC91,983$16.5M0.01%+6,776+8.0%Added
International Assets Investment Management, LLC92,034$16.5M2.25%+92,034New
Verity & Verity, LLC92,107$16.5M2.03%+4,889+5.6%Added
Deroy & Devereaux Private Investment Counsel Inc92,156$16.5M1.15%+626+0.7%Added
CIBC World Markets Inc.92,405$16.6M0.06%−10,522−10.2%Reduced
Osher Van de Voorde Investment Management93,297$16.7M4.30%−82−0.1%Reduced
Private Advisor Group, LLC92,813$16.8M0.15%+1,546+1.7%Added
Gradient Investments LLC93,810$16.8M0.43%+5,975+6.8%Added
Blue Chip Partners, Inc.94,222$16.9M1.92%+3,759+4.2%Added
Southern Capital Advisors, LLC94,418$16.9M12.94%+2,994+3.3%Added
Huntington National Bank94,730$17.0M0.16%−10,815−10.2%Reduced
Bridgeway Capital Management, LLC95,063$17.0M0.41%+70,293+283.8%Added
Sumitomo Mitsui DS Asset Management Company, Ltd95,905$17.2M0.26%+20,072+26.5%Added
Bartlett & Co. Wealth Management LLC96,032$17.2M0.30%+4,237+4.6%Added
Bartlett & Co. LLC96,032$17.2M0.30%+4,237+4.6%Added
State of Alaska, Department of Revenue97,036$17.4M0.21%−10,835−10.0%Reduced
Brinker Capital Investments, LLC98,286$17.6M0.19%−4,234−4.1%Reduced
Orion Portfolio Solutions, LLC98,286$17.6M0.19%−4,234−4.1%Reduced
Harvest Portfolios Group Inc.98,566$17.7M0.81%+1,310+1.3%Added
Atria Investments LLC98,809$17.7M0.32%−2,921−2.9%Reduced
Godsey & Gibb Associates99,018$17.7M2.01%−341−0.3%Reduced
Brookstone Capital Management99,485$17.9M0.36%−877−0.9%Reduced
Squarepoint Ops LLC101,327$18.2M0.10%+101,327New
AE Wealth Management LLC101,573$18.2M0.11%+4,033+4.1%Added
Bryn Mawr Trust Co104,278$18.7M0.78%−1,759−1.7%Reduced
Mutual of America Capital Management LLC104,338$18.7M0.21%−176−0.2%Reduced
Holocene Advisors, LP104,570$18.7M0.08%+64,492+160.9%Added
Grimes & Company, Inc.104,618$18.8M0.66%+1,528+1.5%Added
Stewart & Patten Co LLC105,393$18.9M3.09%+386+0.4%Added
Pinnacle Associates Ltd105,720$19.0M0.33%+16,595+18.6%Added
Financial Counselors Inc105,729$19.0M0.38%−313−0.3%Reduced
Everett Harris & Co106,354$19.1M0.29%+162+0.2%Added
Fidelity National Financial, Inc.106,701$19.1M0.58%00.0%Unchanged
Jennison Associates LLC106,768$19.1M0.02%−15,052−12.4%Reduced
Birch Hill Investment Advisors LLC107,106$19.2M1.10%−10,493−8.9%Reduced
HRT Financial LP107,522$19.3M0.18%+107,522New
Marco Investment Management LLC108,435$19.4M2.10%+100+0.1%Added
Van Eck Associates Corp108,688$19.5M0.04%+95,230+707.6%Added
Deprince Race & Zollo Inc108,936$19.5M0.45%+14,867+15.8%Added
AQR Capital Management LLC111,482$19.7M0.04%−23,262−17.3%Reduced
Kayne Anderson Rudnick Investment Management LLC110,349$19.8M0.06%+967+0.9%Added
Oregon Public Employees Retirement Fund112,056$20.1M0.24%−934−0.8%Reduced
Yousif Capital Management, LLC112,532$20.2M0.25%+444+0.4%Added
ProShare Advisors LLC112,892$20.2M0.06%+1,898+1.7%Added
Public Employees Retirement Association of Colorado113,237$20.3M0.10%−6,078−5.1%Reduced
New York Life Investment Management LLC113,353$20.3M0.21%−1,377−1.2%Reduced
Marcum Wealth, LLC114,494$20.5M2.41%−582−0.5%Reduced
Graham Capital Management, L.P.114,804$20.6M0.70%+91,257+387.6%Added
Wade G W & Inc115,486$20.7M0.75%+684+0.6%Added
Allianz Asset Management GmbH116,115$20.8M0.04%−27,008−18.9%Reduced
Cambridge Investment Research Advisors, Inc.117,702$21.1M0.10%−1,017−0.9%Reduced
Washington Trust Advisors, Inc.117,946$21.1M2.05%−778−0.7%Reduced
Pinnacle Financial Partners Inc118,348$21.2M0.53%+1,608+1.4%Added
Swiss Life Asset Management Ltd118,825$21.3M0.32%−44,822−27.4%Reduced
Daymark Wealth Partners, LLC119,432$21.4M1.59%+28,431+31.2%Added
BI Asset Management Fondsmaeglerselskab A/S119,620$21.4M0.51%−13,105−9.9%Reduced
Synovus Financial Corp119,846$21.5M0.24%−1,145−0.9%Reduced
Scotia Capital Inc.120,655$21.6M0.15%−9,335−7.2%Reduced
Oakview Capital Management, L.P.122,247$21.9M9.46%+20,801+20.5%Added
Xponance, Inc.122,514$22.0M0.29%−47,050−27.7%Reduced
First Long Island Investors, LLC123,271$22.1M2.12%+450+0.4%Added
Factory Mutual Insurance Co123,700$22.2M0.33%−23,600−16.0%Reduced
Utah Retirement Systems124,318$22.3M0.31%−6,700−5.1%Reduced
Kestra Advisory Services, LLC125,316$22.5M0.22%+13,370+11.9%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys126,404$22.7M0.18%+2,681+2.2%Added
Stock Yards Bank & Trust Co126,439$22.7M0.83%−3,856−3.0%Reduced
Twinbeech Capital LP127,446$22.8M0.45%+127,446New