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 |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 1,144,896 | $205.2M | 1.25% | −201,294−15.0% | Reduced |
| HSBC Holdings PLC | 1,195,014 | $213.6M | 0.23% | +159,165+15.4% | Added |
| California State Teachers Retirement System | 1,199,001 | $214.9M | 0.30% | −36,972−3.0% | Reduced |
| HighTower Advisors, LLC | 1,224,293 | $219.5M | 0.43% | +142,654+13.2% | Added |
| Stifel Financial Corp | 1,270,264 | $227.7M | 0.31% | +293,015+30.0% | Added |
| The PNC Financial Services Group, Inc. | 1,378,815 | $247.2M | 0.21% | +39,502+2.9% | Added |
| Rhumbline Advisers | 1,386,203 | $248.5M | 0.28% | −8,662−0.6% | Reduced |
| First Trust Advisors LP | 1,463,370 | $262.3M | 0.30% | −1,037,894−41.5% | Reduced |
| Envestnet Asset Management Inc | 1,485,092 | $266.2M | 0.12% | −27,987−1.8% | Reduced |
| Jensen Investment Management Inc | 1,487,705 | $266.7M | 1.96% | +14,565+1.0% | Added |
| Capital International Investors | 1,495,989 | $268.2M | 0.06% | +4910.0% | Added |
| Truist Financial Corp | 1,513,072 | $271.2M | 0.45% | −29,490−1.9% | Reduced |
| Barclays PLC | 1,550,282 | $277.9M | 0.18% | +440,354+39.7% | Added |
| FineMark National Bank & Trust | 1,728,185 | $309.8M | 12.73% | +1,829+0.1% | Added |
| London Co of Virginia | 1,808,663 | $324.2M | 1.83% | −47,435−2.6% | Reduced |
| Credit Suisse AG | 1,842,174 | $330.2M | 0.33% | −158,051−7.9% | Reduced |
| Deutsche Bank AG | 1,866,023 | $334.5M | 0.18% | −77,694−4.0% | Reduced |
| American Century Companies Inc | 1,900,153 | $340.6M | 0.26% | +197,052+11.6% | Added |
| Capital Wealth Planning, LLC | 1,917,945 | $343.8M | 4.24% | +568,765+42.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,943,725 | $348.4M | 0.27% | −308,865−13.7% | Reduced |
| Federated Hermes, Inc. | 2,002,332 | $358.9M | 0.89% | +98,012+5.1% | Added |
| California Public Employees Retirement System | 2,273,007 | $407.4M | 0.35% | −56,194−2.4% | Reduced |
| Amundi | 2,476,019 | $453.9M | 0.23% | −1,027,522−29.3% | Reduced |
| Swiss National Bank | 2,612,300 | $468.3M | 0.32% | −284,000−9.8% | Reduced |
| Raymond James & Associates | 2,740,332 | $491.2M | 0.40% | +73,996+2.8% | Added |
| Primecap Management Co | 2,930,091 | $525.2M | 0.44% | −37,700−1.3% | Reduced |
| Royal Bank of Canada | 3,047,788 | $546.3M | 0.15% | −41,192−1.3% | Reduced |
| Dimensional Fund Advisors LP | 3,426,850 | $614.2M | 0.20% | +148,876+4.5% | Added |
| UBS Asset Management Americas Inc | 3,224,077 | $625.4M | 0.30% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 3,613,444 | $647.7M | 0.17% | +203,413+6.0% | Added |
| Nuveen Asset Management, LLC | 3,674,381 | $658.6M | 0.23% | +80,790+2.2% | Added |
| Massachusetts Financial Services Co | 3,998,489 | $716.7M | 0.24% | −158,698−3.8% | Reduced |
| Legal & General Group Plc | 4,543,859 | $814.5M | 0.26% | +124,502+2.8% | Added |
| Capital World Investors | 4,623,260 | $828.7M | 0.16% | +2750.0% | Added |
| Capital Research Global Investors | 4,825,039 | $864.9M | 0.23% | +2,295,588+90.8% | Added |
| Price T Rowe Associates Inc | 5,137,689 | $920.9M | 0.13% | −810,626−13.6% | Reduced |
| UBS Group AG | 5,332,198 | $955.8M | 0.42% | −242,395−4.3% | Reduced |
| Clearbridge Investments, LLC | 6,150,338 | $1.10B | 0.99% | −587,227−8.7% | Reduced |
| Bank of New York Mellon Corp | 6,314,048 | $1.13B | 0.24% | −165,271−2.6% | Reduced |
| Janus Henderson Group PLC | 6,457,092 | $1.16B | 0.72% | −893,703−12.2% | Reduced |
| Invesco Ltd. | 7,100,544 | $1.27B | 0.33% | −1,011,558−12.5% | Reduced |
| Morgan Stanley | 7,287,814 | $1.31B | 0.13% | −188,234−2.5% | Reduced |
| Norges Bank | 7,311,205 | $1.31B | 0.26% | −189,599−2.5% | Reduced |
| Wellington Management Group LLP | 7,345,327 | $1.32B | 0.25% | −228,294−3.0% | Reduced |
| Wells Fargo & Company | 7,487,933 | $1.34B | 0.39% | −297,950−3.8% | Reduced |
| Franklin Resources Inc | 7,740,369 | $1.39B | 0.66% | +1,457,070+23.2% | Added |
| Northern Trust Corp | 8,380,456 | $1.50B | 0.29% | −708,712−7.8% | Reduced |
| Ameriprise Financial Inc | 8,620,440 | $1.54B | 0.48% | −435,142−4.8% | Reduced |
| Geode Capital Management, LLC | 13,590,985 | $2.43B | 0.29% | +388,258+2.9% | Added |
| Bank of America Corp | 13,842,135 | $2.48B | 0.29% | −3,383,384−19.6% | Reduced |
| FMR LLC | 14,147,768 | $2.54B | 0.21% | −3,393,177−19.3% | Reduced |
| Charles Schwab Investment Management Inc | 15,260,626 | $2.72B | 0.78% | +317,010+2.1% | Added |
| JPMorgan Chase & Co | 22,139,549 | $3.97B | 0.45% | +1,477,756+7.2% | Added |
| State Street Corp | 28,354,781 | $5.08B | 0.27% | +357,974+1.3% | Added |
| BlackRock Inc. | 54,271,942 | $9.73B | 0.27% | −1,334,817−2.4% | Reduced |
| Vanguard Group Inc | 67,002,251 | $12.0B | 0.28% | −313,276−0.5% | Reduced |
| Quilter Plc | 11,240 | – | – | −90−0.8% | Reduced |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −444,121−100.0% | Sold out |
| Vulcan Value Partners, LLC | 0 | $0 | 0.00% | −383,604−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −260,836−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −71,549−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −46,845−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −43,287−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −40,135−100.0% | Sold out |
| Iams Wealth Management, LLC | 0 | $0 | 0.00% | −35,546−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −25,115−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,866−100.0% | Sold out |
| Princeton Capital Management LLC | 0 | $0 | 0.00% | −23,848−100.0% | Sold out |
| Tilson Financial Group, Inc. | 0 | $0 | 0.00% | −22,894−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −21,923−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −21,875−100.0% | Sold out |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −18,183−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −18,113−100.0% | Sold out |
| Legacy CG, LLC | 0 | $0 | 0.00% | −17,469−100.0% | Sold out |
| Beech Hill Advisors, Inc. | 0 | $0 | 0.00% | −16,800−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −11,945−100.0% | Sold out |
| Houlihan Financial Resource Group, Ltd. | 0 | $0 | 0.00% | −10,956−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −10,710−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −8,946−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −8,286−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −8,061−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −7,414−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −7,365−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −6,246−100.0% | Sold out |
| Aspen Wealth Strategies, LLC | 0 | $0 | 0.00% | −6,243−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −5,874−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −5,646−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −5,575−100.0% | Sold out |
| Wolff Financial Management LLC | 0 | $0 | 0.00% | −5,391−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −4,937−100.0% | Sold out |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −4,527−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Asset Allocation & Management Company, LLC | 0 | $0 | 0.00% | −4,342−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −4,283−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −3,920−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −3,649−100.0% | Sold out |
| Corrado Advisors, LLC | 0 | $0 | 0.00% | −3,597−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −2,998−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,926−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −2,870−100.0% | Sold out |