Skip to main content

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
Silver Oak Securities, Inc0$00.00%−2,674−100.0%Sold out
Center For Asset Management LLC0$00.00%−2,608−100.0%Sold out
Journey Strategic Wealth LLC0$00.00%−2,583−100.0%Sold out
Miracle Mile Advisors, LLC0$00.00%−2,578−100.0%Sold out
Krilogy Financial LLC0$00.00%−2,493−100.0%Sold out
Sun Life Financial INC0$00.00%−2,496−100.0%Sold out
Gallacher Capital Management LLC0$00.00%−2,467−100.0%Sold out
Garrison Bradford & Associates Inc0$00.00%−2,400−100.0%Sold out
TCWP LLC0$00.00%−2,304−100.0%Sold out
Point72 Middle East FZE0$00.00%−2,274−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−2,215−100.0%Sold out
DuPont Capital Management Corp0$00.00%−2,164−100.0%Sold out
Syntegra Private Wealth Group, LLC0$00.00%−2,087−100.0%Sold out
Lake Street Financial LLC0$00.00%−2,065−100.0%Sold out
Stony Point Wealth Management Inc.0$00.00%−2,007−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−1,923−100.0%Sold out
Buckley Wealth Management, LLC0$00.00%−1,900−100.0%Sold out
Weybosset Research & Management LLC0$00.00%−1,875−100.0%Sold out
West Family Investments, Inc.0$00.00%−1,854−100.0%Sold out
Strait & Sound Wealth Management LLC0$00.00%−1,828−100.0%Sold out
Callan Family Office, LLC0$00.00%−1,814−100.0%Sold out
Rainsberger Wealth Advisors, Inc.0$00.00%−1,769−100.0%Sold out
Univest Financial Corp0$00.00%−1,751−100.0%Sold out
Reitz Capital Advisors LLC0$00.00%−1,629−100.0%Sold out
Laird Norton Trust Company, LLC0$00.00%−1,576−100.0%Sold out
AlphaStar Capital Management, LLC0$00.00%−1,751−100.0%Sold out
Delphia (USA) Inc.0$00.00%−1,510−100.0%Sold out
Teza Capital Management LLC0$00.00%−1,506−100.0%Sold out
Dodge & Cox0$00.00%−1,500−100.0%Sold out
Compass Financial Advisors LLC0$00.00%−1,477−100.0%Sold out
Garden State Investment Advisory Services LLC0$00.00%−1,450−100.0%Sold out
Colonial River Wealth Management, LLC0$00.00%−1,416−100.0%Sold out
Holistic Financial Partners0$00.00%−1,409−100.0%Sold out
Carl P. Sherr & Co., LLC0$00.00%−1,398−100.0%Sold out
Gill Capital Partners, LLC0$00.00%−1,392−100.0%Sold out
Epic Trust Investment Advisors, LLC0$00.00%−1,358−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−1,340−100.0%Sold out
Petra Financial Advisors Inc0$00.00%−1,326−100.0%Sold out
626 Financial, LLC0$00.00%−1,318−100.0%Sold out
Northern Oak Wealth Management Inc0$00.00%−1,318−100.0%Sold out
Chapin Davis, Inc.0$00.00%−1,294−100.0%Sold out
Fulcrum Equity Management0$00.00%−1,257−100.0%Sold out
Nichols & Pratt Advisers LLP0$00.00%−1,250−100.0%Sold out
XTX Topco Ltd0$00.00%−1,246−100.0%Sold out
Meeder Asset Management Inc0$00.00%−1,246−100.0%Sold out
Schwarz Dygos Wheeler Investment Advisors LLC0$00.00%−1,219−100.0%Sold out
Financial Planning & Information Services, Inc.0$00.00%−1,210−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−1,202−100.0%Sold out
Cassaday & Co Wealth Management LLC0$00.00%−1,196−100.0%Sold out
Avaii Wealth Management, LLC0$00.00%−1,185−100.0%Sold out
Old North State Trust, LLC0$00.00%−1,180−100.0%Sold out
Private Capital Management LLC0$00.00%−1,164−100.0%Sold out
Planning Center, Inc.0$00.00%−1,178−100.0%Sold out
Edge Capital Group, LLC0$00.00%−1,151−100.0%Sold out
Jacobsen Capital Management0$00.00%−1,143−100.0%Sold out
Ascent Group, LLC0$00.00%−1,133−100.0%Sold out
Wealth Dimensions Group, Ltd.0$00.00%−1,133−100.0%Sold out
Global Assets Advisory, LLC0$00.00%−1,112−100.0%Sold out
Wills Financial Group, Inc.0$00.00%−1,100−100.0%Sold out
All Terrain Financial Advisors, LLC0$00.00%−1,100−100.0%Sold out
Hixon Zuercher, LLC0$00.00%−1,100−100.0%Sold out
Ami Investment Management Inc0$00.00%−1,100−100.0%Sold out
Cedar Brook Financial Partners, LLC0$00.00%−1,092−100.0%Sold out
1776 Wealth LLC0$00.00%−1,088−100.0%Sold out
Mirador Capital Partners LP0$00.00%−1,088−100.0%Sold out
WNY Asset Management, LLC0$00.00%−1,078−100.0%Sold out
Veracity Capital LLC0$00.00%−1,077−100.0%Sold out
JB Capital LLC0$00.00%−1,075−100.0%Sold out
Tempus Wealth Planning, LLC0$00.00%−1,073−100.0%Sold out
Relyea Zuckerberg Hanson LLC0$00.00%−1,070−100.0%Sold out
Camden National Bank0$00.00%−1,069−100.0%Sold out
Gradient Capital Advisors, LLC0$00.00%−1,067−100.0%Sold out
Meredith Wealth Planning0$00.00%−1,066−100.0%Sold out
Bard Associates Inc0$00.00%−1,064−100.0%Sold out
Cable Hill Partners, LLC0$00.00%−1,054−100.0%Sold out
Sonora Investment Management Group, LLC0$00.00%−1,053−100.0%Sold out
Ssi Investment Management LLC0$00.00%−1,049−100.0%Sold out
Kooman & Associates0$00.00%−1,046−100.0%Sold out
Doliver Advisors, LP0$00.00%−1,046−100.0%Sold out
Garrison Point Advisors, LLC0$00.00%−1,040−100.0%Sold out
Indie Asset Partners, LLC0$00.00%−1,038−100.0%Sold out
WealthCare Investment Partners, LLC0$00.00%−1,036−100.0%Sold out
Milestone Investment Advisors LLC0$00.00%−1,034−100.0%Sold out
Ballast Advisors LLC0$00.00%−1,032−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−850−100.0%Sold out
Ellevest, Inc.0$00.00%−635−100.0%Sold out
Schubert & Co0$00.00%−409−100.0%Sold out
Cascade Investment Advisors, Inc.0$00.00%−355−100.0%Sold out
Ten Capital Wealth Advisors, LLC0$00.00%−339−100.0%Sold out
LSV Asset Management0$00.00%−300−100.0%Sold out
Syverson Strege & Co0$00.00%−215−100.0%Sold out
Carderock Capital Management Inc0$00.00%−167−100.0%Sold out
Worth Asset Management, LLC0$00.00%−160−100.0%Sold out
Cornerstone Management, Inc.0$00.00%−116−100.0%Sold out
AdvisorShares Investments LLC0$00.00%−115−100.0%Sold out
Cutler Group LP0$00.00%−85−100.0%Sold out
Fortis Capital Advisors, LLC0$00.00%−75−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−63−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−61−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−52−100.0%Sold out