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 |
|---|---|---|---|---|---|
| Union Savings Bank | 987 | $184.7K | 0.11% | +987 | New |
| Mark Sheptoff Financial Planning, LLC | 1,050 | $188.2K | 0.11% | −900−46.2% | Reduced |
| Global Financial Private Client, LLC | 1,048 | $192.6K | 0.09% | −52−4.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,088 | $195.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,092 | $195.8K | 0.04% | −12−1.1% | Reduced |
| Jefferies Financial Group Inc. | 1,100 | $197.2K | 0.00% | −19,686−94.7% | Reduced |
| Narus Financial Partners, LLC | 1,125 | $201.6K | 0.10% | +38+3.5% | Added |
| Glassman Wealth Services | 1,132 | $202.9K | 0.03% | −320−22.0% | Reduced |
| Independent Wealth Network Inc. | 1,132 | $203.0K | 0.12% | +4+0.4% | Added |
| Holderness Investments Co | 1,137 | $203.8K | 0.08% | −5−0.4% | Reduced |
| Welch Group, LLC | 1,138 | $204.0K | 0.01% | −1−0.1% | Reduced |
| Baystate Wealth Management LLC | 1,138 | $204.1K | 0.02% | +610+115.5% | Added |
| Act Wealth Management, LLC | 1,139 | $204.2K | 0.11% | −40−3.4% | Reduced |
| MONECO Advisors, LLC | 1,139 | $204.2K | 0.06% | −760−40.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,141 | $204.5K | 0.13% | −10−0.9% | Reduced |
| LVW Advisors, LLC | 1,143 | $204.8K | 0.04% | −3,005−72.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,150 | $206.0K | 0.03% | −51−4.2% | Reduced |
| Five Oceans Advisors | 1,153 | $206.7K | 0.13% | +41+3.7% | Added |
| Charles Schwab Trust Co | 1,242 | $207.5K | 0.03% | −21−1.7% | Reduced |
| KCS Wealth Advisory | 1,158 | $207.6K | 0.07% | −661−36.3% | Reduced |
| Equitable Trust Co | 1,160 | $207.9K | 0.02% | 00.0% | Unchanged |
| Maven Securities LTD | 1,164 | $208.6K | 0.03% | −279−19.3% | Reduced |
| Garrett Investment Advisors LLC | 1,165 | $208.8K | 0.03% | −10−0.9% | Reduced |
| Crestwood Advisors Group LLC | 1,167 | $209.2K | 0.01% | +1,167 | New |
| First PREMIER Bank | 1,173 | $210.0K | 0.06% | −70−5.6% | Reduced |
| KRS Capital Management, LLC | 1,174 | $210.4K | 0.21% | −767−39.5% | Reduced |
| West Branch Capital LLC | 1,177 | $210.9K | 0.11% | +8+0.7% | Added |
| Blue Barn Wealth, LLC | 1,179 | $211.3K | 0.14% | −107−8.3% | Reduced |
| Opal Wealth Advisors, LLC | 1,179 | $211.3K | 0.11% | −35−2.9% | Reduced |
| CIC Wealth, LLC | 1,183 | $212.0K | 0.07% | +1+0.1% | Added |
| Advisory Alpha, LLC | 1,188 | $213.0K | 0.01% | +1,188 | New |
| Shakespeare Wealth Management, Inc. | 1,190 | $213.3K | 0.07% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,193 | $213.8K | 0.04% | 00.0% | Unchanged |
| Philadelphia Trust Co | 1,194 | $214.0K | 0.02% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 1,196 | $214.4K | 0.03% | −104−8.0% | Reduced |
| Aua Capital Management, LLC | 1,197 | $214.6K | 0.15% | −39−3.2% | Reduced |
| Trust Co | 1,199 | $214.9K | 0.03% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 1,203 | $215.6K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 1,203 | $215.6K | 0.21% | +77+6.8% | Added |
| Gyroscope Capital Management Group, LLC | 1,204 | $215.8K | 0.05% | +1,204 | New |
| Barnes Pettey Financial Advisors, LLC | 1,209 | $216.7K | 0.19% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,211 | $217.0K | 0.02% | −149−11.0% | Reduced |
| Mayport, LLC | 1,213 | $217.4K | 0.12% | +25+2.1% | Added |
| Tranquility Partners, LLC | 1,216 | $218.0K | 0.09% | +15+1.2% | Added |
| Aurora Private Wealth, Inc. | 1,215 | $218.0K | 0.25% | −13−1.1% | Reduced |
| Fulcrum Capital LLC | 1,219 | $218.5K | 0.06% | +68+5.9% | Added |
| FSM Wealth Advisors, LLC | 1,185 | $219.5K | 0.11% | −122−9.3% | Reduced |
| Berger Financial Group, Inc | 1,226 | $219.8K | 0.02% | −7−0.6% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,228 | $220.1K | 0.01% | −18,156−93.7% | Reduced |
| Aveo Capital Partners, LLC | 1,231 | $220.7K | 0.03% | −92−7.0% | Reduced |
| Symphony Financial, Ltd. Co. | 1,255 | $220.9K | 0.05% | −22−1.7% | Reduced |
| Fairhaven Wealth Management, LLC | 1,238 | $222.0K | 0.08% | +1,238 | New |
| Northside Capital Management, LLC | 1,242 | $222.6K | 0.08% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 1,244 | $223.0K | 0.16% | −114−8.4% | Reduced |
| Resurgent Financial Advisors LLC | 1,248 | $223.7K | 0.15% | +18+1.5% | Added |
| Gryphon Financial Partners LLC | 1,249 | $223.8K | 0.05% | −1,071−46.2% | Reduced |
| Sound Income Strategies, LLC | 1,252 | $224.4K | 0.02% | +127+11.3% | Added |
| Wealthquest Corp | 1,254 | $224.8K | 0.03% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,254 | $224.8K | 0.16% | −46−3.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,255 | $225.0K | 0.10% | +1,255 | New |
| Keystone Wealth Services, LLC | 1,261 | $226.0K | 0.08% | +7+0.6% | Added |
| Renasant Bank | 1,264 | $226.6K | 0.18% | −241−16.0% | Reduced |
| Madison Wealth Partners, Inc | 1,267 | $227.2K | 0.11% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,268 | $227.3K | 0.02% | +32+2.6% | Added |
| Nadler Financial Group, Inc. | 1,276 | $228.7K | 0.03% | +50+4.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,280 | $229.4K | 0.11% | −56−4.2% | Reduced |
| Lifestyle Asset Management, Inc. | 1,280 | $229.4K | 0.14% | +78+6.5% | Added |
| Prosperity Financial Group, Inc. | 1,280 | $229.4K | 0.20% | +1,280 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,281 | $229.7K | 0.01% | +33+2.6% | Added |
| Capital Advisors Inc | 1,282 | $229.8K | 0.01% | −160−11.1% | Reduced |
| Tiemann Investment Advisors, LLC | 1,292 | $231.6K | 0.12% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 1,295 | $232.1K | 0.15% | −106−7.6% | Reduced |
| Everhart Financial Group, Inc. | 1,297 | $232.5K | 0.10% | −218−14.4% | Reduced |
| Pinnacle Bancorp, Inc. | 1,300 | $233.0K | 0.08% | +56+4.5% | Added |
| Arthur M. Cohen & Associates, LLC | 1,303 | $233.6K | 0.06% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 1,305 | $233.9K | 0.05% | +1,305 | New |
| Northwest Wealth Management, LLC | 1,307 | $234.3K | 0.08% | −28−2.1% | Reduced |
| Acorn Financial Advisory Services Inc | 1,308 | $234.4K | 0.04% | +155+13.4% | Added |
| Joule Financial, LLC | 1,308 | $234.5K | 0.12% | +1,308 | New |
| Key Financial Inc | 1,311 | $235.0K | 0.08% | +45+3.6% | Added |
| Dillon & Associates Inc | 1,313 | $235.0K | 0.04% | −75−5.4% | Reduced |
| WBH Advisory Inc | 1,314 | $235.5K | 0.03% | 00.0% | Unchanged |
| Essex LLC | 1,316 | $235.8K | 0.07% | −387−22.7% | Reduced |
| NBW Capital LLC | 1,319 | $236.4K | 0.06% | −34−2.5% | Reduced |
| Wealth Architects, LLC | 1,319 | $236.5K | 0.04% | +102+8.4% | Added |
| Hudock, Inc. | 1,319 | $236.5K | 0.06% | +28+2.2% | Added |
| Horizon Family Wealth, Inc. | 1,321 | $236.7K | 0.23% | −4−0.3% | Reduced |
| Vanguard Capital Wealth Advisors | 1,327 | $237.8K | 0.22% | +1,327 | New |
| Clear Creek Financial Management, LLC | 1,327 | $237.9K | 0.04% | +70+5.6% | Added |
| Wealth Effects LLC | 1,328 | $238.0K | 0.10% | +30+2.3% | Added |
| Quantum Financial Advisors, LLC | 1,330 | $238.4K | 0.07% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 1,334 | $239.0K | 0.09% | +1+0.1% | Added |
| WealthPLAN Partners, LLC | 1,336 | $239.5K | 0.03% | −22−1.6% | Reduced |
| Wedge Capital Management L L P | 1,337 | $239.7K | 0.00% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 1,340 | $240.2K | 0.30% | +1,340 | New |
| Roman Butler Fullerton & Co | 1,294 | $240.8K | 0.11% | +1,294 | New |
| Braun-Bostich & Associates Inc. | 1,349 | $241.8K | 0.52% | −58−4.1% | Reduced |
| Diversified, LLC | 1,349 | $241.9K | 0.06% | −15−1.1% | Reduced |
| Regents of the University of California | 1,350 | $242.0K | 0.03% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,350 | $242.0K | 0.02% | 00.0% | Unchanged |