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 |
|---|---|---|---|---|---|
| Prio Wealth Limited Partnership | 127,523 | $22.9M | 0.82% | +411+0.3% | Added |
| Donald L. Hagan, LLC | 130,254 | $23.3M | 13.15% | −272−0.2% | Reduced |
| Alpha Cubed Investments, LLC | 131,288 | $23.5M | 1.59% | −34,113−20.6% | Reduced |
| Calamos Advisors LLC | 131,777 | $23.6M | 0.12% | −80.0% | Reduced |
| Achmea Investment Management B.V. | 132,259 | $23.7M | 0.50% | +21,177+19.1% | Added |
| RSM US Wealth Management LLC | 132,586 | $23.8M | 0.81% | −500.0% | Reduced |
| Modera Wealth Management, LLC | 134,781 | $24.2M | 0.44% | +134,781 | New |
| Two Sigma Investments, LP | 134,920 | $24.2M | 0.06% | +120,800+855.5% | Added |
| Stephens Inc | 137,288 | $24.6M | 0.44% | +3,777+2.8% | Added |
| Madison Asset Management, LLC | 138,202 | $24.8M | 0.36% | +8,724+6.7% | Added |
| IFM Investors Pty Ltd | 138,395 | $24.8M | 0.32% | +9,588+7.4% | Added |
| Clarkston Capital Partners, LLC | 141,250 | $25.3M | 0.46% | −350.0% | Reduced |
| CIBC Asset Management Inc | 142,609 | $25.6M | 0.10% | −3,917−2.7% | Reduced |
| Professional Advisory Services Inc | 142,886 | $25.6M | 3.89% | +8,955+6.7% | Added |
| Baker Avenue Asset Management, LP | 143,421 | $25.7M | 1.29% | +1,189+0.8% | Added |
| Waters Parkerson & Co., LLC | 143,430 | $25.7M | 1.45% | −434−0.3% | Reduced |
| MML Investors Services, LLC | 152,137 | $27.3M | 0.15% | +48,424+46.7% | Added |
| Capital Investment Advisors, LLC | 152,206 | $27.3M | 0.83% | +1,511+1.0% | Added |
| Texas Permanent School Fund | 152,436 | $27.3M | 0.25% | +702+0.5% | Added |
| KCM Investment Advisors LLC | 153,490 | $27.5M | 1.10% | −2,378−1.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 156,041 | $28.0M | 0.34% | +104,700+203.9% | Added |
| Vontobel Holding Ltd. | 157,811 | $28.3M | 0.25% | +5,061+3.3% | Added |
| Umb Bank N A | 157,871 | $28.3M | 0.43% | −2,034−1.3% | Reduced |
| First Manhattan Co | 158,687 | $28.4M | 0.10% | −3,926−2.4% | Reduced |
| Klingenstein Fields & Co LP | 158,697 | $28.4M | 1.31% | −2,001−1.2% | Reduced |
| Sabal Trust CO | 161,681 | $29.0M | 1.84% | +736+0.5% | Added |
| CIBC Private Wealth Group, LLC | 162,126 | $29.1M | 0.06% | +45,277+38.7% | Added |
| Marathon Asset Mgmt Ltd | 162,901 | $29.2M | 0.82% | −18,203−10.1% | Reduced |
| London & Capital Asset Management Ltd | 164,019 | $29.4M | 2.91% | −10,317−5.9% | Reduced |
| Candriam Luxembourg S.C.A. | 164,469 | $29.5M | 0.21% | −40,490−19.8% | Reduced |
| Retirement Systems of Alabama | 164,725 | $29.5M | 0.13% | −50,990−23.6% | Reduced |
| Westshore Wealth, LLC | 165,023 | $29.6M | 15.12% | −8,662−5.0% | Reduced |
| Teacher Retirement System of Texas | 165,510 | $29.7M | 0.20% | −15,905−8.8% | Reduced |
| Saturna Capital CORP | 165,809 | $29.7M | 0.51% | +11,627+7.5% | Added |
| Mercer Global Advisors Inc | 168,058 | $30.1M | 0.12% | +2,282+1.4% | Added |
| Brown Advisory Inc | 170,412 | $30.5M | 0.05% | −9,386−5.2% | Reduced |
| Nexus Investment Management ULC | 170,680 | $30.6M | 3.33% | +595+0.3% | Added |
| Voloridge Investment Management, LLC | 174,660 | $31.3M | 0.15% | +174,660 | New |
| DnB Asset Management AS | 175,555 | $31.5M | 0.18% | +1,698+1.0% | Added |
| Dearborn Partners LLC | 177,345 | $31.8M | 1.22% | −480.0% | Reduced |
| Virginia Retirement Systems Et Al | 178,572 | $32.0M | 0.31% | 00.0% | Unchanged |
| Keybank National Association | 179,119 | $32.1M | 0.15% | −4,638−2.5% | Reduced |
| Delta Asset Management LLC | 179,643 | $32.2M | 3.20% | +1,985+1.1% | Added |
| Forsta Ap-Fonden | 183,200 | $32.8M | 0.35% | −28,100−13.3% | Reduced |
| Man Group plc | 183,820 | $32.9M | 0.10% | – | – |
| Axxcess Wealth Management, LLC | 185,252 | $33.2M | 2.41% | +66,910+56.5% | Added |
| Raymond James Trust N.A. | 185,506 | $33.3M | 0.96% | +4,852+2.7% | Added |
| D.A. Davidson & Co. | 187,690 | $33.6M | 0.36% | +5,799+3.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 189,284 | $33.9M | 1.12% | +484+0.3% | Added |
| Manning & Napier Group, LLC | 189,502 | $34.0M | 0.39% | +39,505+26.3% | Added |
| American International Group, Inc. | 189,802 | $34.0M | 0.21% | −958−0.5% | Reduced |
| MetLife Investment Management | 192,312 | $34.5M | 0.25% | −22,332−10.4% | Reduced |
| USS Investment Management Ltd | 192,618 | $34.5M | 0.41% | +5,778+3.1% | Added |
| Amalgamated Bank | 192,925 | $34.6M | 0.28% | −12,748−6.2% | Reduced |
| Trillium Asset Management, LLC | 193,066 | $34.6M | 0.97% | −759−0.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 195,610 | $35.1M | 0.09% | +190,848+4,007.7% | Added |
| Oppenheimer Asset Management Inc. | 196,445 | $35.2M | 0.52% | −8,117−4.0% | Reduced |
| Cetera Advisor Networks LLC | 196,500 | $35.2M | 0.24% | +9,955+5.3% | Added |
| Fifth Third Bancorp | 197,962 | $35.5M | 0.16% | −13,233−6.3% | Reduced |
| AMF Pensionsforsakring AB | 197,998 | $35.5M | 0.33% | 00.0% | Unchanged |
| State of Michigan Retirement System | 199,314 | $35.7M | 0.22% | −1,100−0.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 201,738 | $36.2M | 2.32% | +4,986+2.5% | Added |
| Blair William & Co | 205,656 | $36.9M | 0.14% | −13,705−6.2% | Reduced |
| STRS Ohio | 206,468 | $37.0M | 0.16% | −15,915−7.2% | Reduced |
| Arizona State Retirement System | 206,752 | $37.1M | 0.30% | +7,479+3.8% | Added |
| Conning Inc. | 208,774 | $37.4M | 1.25% | +9,015+4.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 208,753 | $37.4M | 0.08% | +42,156+25.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 208,872 | $37.4M | 0.17% | +6,632+3.3% | Added |
| Robeco Institutional Asset Management B.V. | 209,985 | $37.6M | 0.10% | −125,518−37.4% | Reduced |
| Mairs & Power Inc | 210,713 | $37.8M | 0.41% | −18,883−8.2% | Reduced |
| Nisa Investment Advisors, LLC | 210,855 | $37.8M | 0.28% | +8,887+4.4% | Added |
| Allspring Global Investments Holdings, LLC | 211,048 | $37.8M | 0.06% | −152,711−42.0% | Reduced |
| Alps Advisors Inc | 219,782 | $39.4M | 0.34% | −1,693−0.8% | Reduced |
| Storebrand Asset Management AS | 220,630 | $39.5M | 0.18% | +18,109+8.9% | Added |
| Natixis | 222,139 | $39.8M | 0.34% | +222,139 | New |
| Creative Planning | 222,537 | $39.9M | 0.05% | +961+0.4% | Added |
| Letko, Brosseau & Associates Inc | 222,700 | $39.9M | 0.74% | −2,784−1.2% | Reduced |
| Brown Brothers Harriman & Co | 222,726 | $39.9M | 0.32% | −275,291−55.3% | Reduced |
| Ensign Peak Advisors, Inc | 224,878 | $40.3M | 0.08% | −35,490−13.6% | Reduced |
| Advisors Asset Management, Inc. | 227,151 | $40.7M | 0.83% | −6,836−2.9% | Reduced |
| Pacer Advisors, Inc. | 229,959 | $41.2M | 0.17% | +182,075+380.2% | Added |
| Bessemer Group Inc | 234,726 | $42.1M | 0.09% | +214,797+1,077.8% | Added |
| Impax Asset Management Group plc | 237,899 | $42.6M | 0.17% | +1,216+0.5% | Added |
| KBC Group NV | 241,393 | $43.3M | 0.18% | −20,978−8.0% | Reduced |
| Jane Street Group, LLC | 241,849 | $43.4M | 0.06% | +218,070+917.1% | Added |
| Cambiar Investors LLC | 242,266 | $43.4M | 1.83% | −8,888−3.5% | Reduced |
| Natixis Advisors, L.P. | 250,497 | $44.9M | 0.14% | +4,112+1.7% | Added |
| Regions Financial Corp | 251,147 | $45.0M | 0.39% | +697+0.3% | Added |
| UniSuper Management Pty Ltd | 251,175 | $45.0M | 0.51% | +251,175 | New |
| Morningstar Investment Services LLC | 256,208 | $45.1M | 0.58% | −2,478−1.0% | Reduced |
| National Bank of Canada | 248,199 | $45.1M | 0.09% | +64,241+34.9% | Added |
| Handelsbanken Fonder AB | 260,451 | $46.7M | 0.25% | +13,431+5.4% | Added |
| GWM Advisors LLC | 264,767 | $47.5M | 0.54% | −4,094−1.5% | Reduced |
| Guggenheim Capital LLC | 267,510 | $48.0M | 0.38% | +27,902+11.6% | Added |
| Swedbank AB | 269,593 | $48.3M | 0.09% | +11,659+4.5% | Added |
| Rockefeller Capital Management L.P. | 272,552 | $48.8M | 0.19% | −5,775−2.1% | Reduced |
| Royal London Asset Management Ltd | 273,407 | $49.0M | 0.16% | +15,371+6.0% | Added |
| Equity Investment Corp | 277,745 | $49.8M | 1.54% | −5,835−2.1% | Reduced |
| Gateway Investment Advisers LLC | 277,752 | $49.8M | 0.59% | +4,045+1.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 278,807 | $50.0M | 0.33% | −257,030−48.0% | Reduced |