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 |
|---|---|---|---|---|---|
| ELCO Management Co., LLC | 1,355 | $242.9K | 0.18% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,304 | $244.2K | 0.02% | +247+23.4% | Added |
| Davidson Investment Advisors | 1,368 | $245.2K | 0.02% | −150−9.9% | Reduced |
| LWM Advisory Services, LLC | 1,368 | $245.2K | 0.26% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,372 | $245.9K | 0.03% | −468−25.4% | Reduced |
| Tucker Asset Management LLC | 1,375 | $246.5K | 0.07% | −33−2.3% | Reduced |
| Becker Capital Management Inc | 1,380 | $247.4K | 0.01% | −25−1.8% | Reduced |
| Falcon Wealth Planning | 1,381 | $247.5K | 0.06% | +1,381 | New |
| Perfromance Wealth Partners, LLC | 1,380 | $248.4K | 0.01% | −90−6.1% | Reduced |
| LBMC Investment Advisors, LLC | 1,386 | $248.5K | 0.02% | +13+0.9% | Added |
| Titleist Asset Management, LLC | 1,391 | $249.3K | 0.05% | −842−37.7% | Reduced |
| Providence Wealth Advisors, LLC | 1,389 | $250.0K | 0.28% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 1,395 | $250.1K | 0.08% | −364−20.7% | Reduced |
| Bedel Financial Consulting, Inc. | 1,397 | $250.4K | 0.05% | +3+0.2% | Added |
| EHP Funds Inc. | 1,400 | $250.9K | 0.07% | −40−2.8% | Reduced |
| Level Financial Advisors, Inc. | 1,400 | $250.9K | 0.14% | +1,400 | New |
| Summit Financial Group Inc | 1,404 | $251.7K | 0.10% | 00.0% | Unchanged |
| CNB Bank | 1,408 | $252.4K | 0.15% | +359+34.2% | Added |
| Investment Partners, Ltd. | 1,412 | $253.1K | 0.13% | −600−29.8% | Reduced |
| Abacus Planning Group, Inc. | 1,412 | $253.2K | 0.06% | +127+9.9% | Added |
| Mezzasalma Advisors, LLC | 1,413 | $253.3K | 0.15% | +10+0.7% | Added |
| Deuterium Capital Management, LLC | 1,416 | $253.8K | 0.36% | +1,416 | New |
| Fortitude Advisory Group L.L.C. | 1,420 | $254.6K | 0.19% | −51−3.5% | Reduced |
| Advus Financial Partners, LLC | 1,422 | $254.8K | 0.10% | −317−18.2% | Reduced |
| CWS Financial Advisors, LLC | 1,429 | $256.1K | 0.10% | −76−5.0% | Reduced |
| Saxon Interests, Inc. | 1,429 | $256.1K | 0.14% | +127+9.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,430 | $256.3K | 0.05% | +390+37.5% | Added |
| Centurion Wealth Management LLC | 1,434 | $257.1K | 0.12% | −7−0.5% | Reduced |
| Credit Agricole S A | 1,435 | $257.2K | 0.01% | +230+19.1% | Added |
| Harvey Investment Co LLC | 1,438 | $258.0K | 0.03% | −20−1.4% | Reduced |
| Wealth Quarterback LLC | 1,445 | $259.1K | 0.18% | +104+7.8% | Added |
| Wintrust Investments LLC | 1,453 | $260.0K | 0.03% | −5,003−77.5% | Reduced |
| Hall Laurie J Trustee | 1,450 | $260.0K | 0.10% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,452 | $260.3K | 0.03% | −2−0.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,460 | $261.8K | 0.06% | −362−19.9% | Reduced |
| Alpha Family Trust | 1,465 | $262.6K | 0.18% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,467 | $263.0K | 0.08% | −66−4.3% | Reduced |
| Sanders Morris Harris LLC | 1,470 | $263.5K | 0.06% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,471 | $263.7K | 0.04% | −132−8.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,471 | $264.0K | 0.03% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,474 | $264.1K | 0.02% | +35+2.4% | Added |
| MRP Capital Investments, LLC | 13,474 | $264.4K | 0.26% | +8,804+188.5% | Added |
| Auxano Advisors, LLC | 1,363 | $264.4K | 0.11% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,477 | $264.8K | 0.01% | +1,477 | New |
| Verity Asset Management, Inc. | 1,478 | $264.9K | 0.20% | −196−11.7% | Reduced |
| Arcataur Capital Management LLC | 1,478 | $264.9K | 0.11% | +1,478 | New |
| Members Capital Advisors Inc | 1,481 | $265.5K | 0.27% | −17,616−92.2% | Reduced |
| Means Investment Co., Inc. | 1,482 | $265.7K | 0.04% | +4+0.3% | Added |
| BFT Financial Group, LLC | 1,496 | $268.1K | 0.03% | +220+17.2% | Added |
| TCI Wealth Advisors, Inc. | 1,498 | $268.5K | 0.03% | −104−6.5% | Reduced |
| Rbo & Co LLC | 1,500 | $268.9K | 0.05% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 1,501 | $269.1K | 0.09% | +142+10.4% | Added |
| Osborne Partners Capital Management, LLC | 1,514 | $271.4K | 0.02% | −100−6.2% | Reduced |
| Fort, L.P. | 1,521 | $272.6K | 0.72% | +442+41.0% | Added |
| Creative Financial Designs Inc | 1,531 | $274.4K | 0.03% | −332−17.8% | Reduced |
| Kercheville Advisors, LLC | 1,537 | $275.5K | 0.17% | −64−4.0% | Reduced |
| Invictus Private Wealth, LLC | 1,537 | $275.5K | 0.03% | −60−3.8% | Reduced |
| Coyle Financial Counsel LLC | 1,540 | $276.1K | 0.12% | +5+0.3% | Added |
| LexAurum Advisors, LLC | 1,543 | $276.6K | 0.08% | −66−4.1% | Reduced |
| Rosenberg Matthew Hamilton | 1,544 | $276.7K | 0.09% | −178−10.3% | Reduced |
| ERn Financial, LLC | 1,546 | $277.2K | 0.06% | +1,546 | New |
| Baker Boyer National Bank | 1,547 | $277.3K | 0.10% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 1,548 | $277.5K | 0.08% | −4−0.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,555 | $278.7K | 0.08% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,555 | $279.0K | 0.21% | −63−3.9% | Reduced |
| Aire Advisors, LLC | 1,556 | $279.0K | 0.07% | +10+0.6% | Added |
| Accel Wealth Management | 1,563 | $280.1K | 0.15% | −180−10.3% | Reduced |
| Alphadyne Asset Management LP | 1,564 | $280.3K | 0.86% | +1,564 | New |
| Money Concepts Capital Corp | 1,565 | $280.4K | 0.03% | −196−11.1% | Reduced |
| Quent Capital, LLC | 1,565 | $280.4K | 0.04% | −24−1.5% | Reduced |
| Boltwood Capital Management | 1,565 | $280.5K | 0.10% | +14+0.9% | Added |
| Berkeley Capital Partners, LLC | 1,566 | $280.7K | 0.10% | +71+4.7% | Added |
| Southland Equity Partners LLC | 1,568 | $281.1K | 0.09% | +172+12.3% | Added |
| Vicus Capital | 1,570 | $281.4K | 0.03% | −181−10.3% | Reduced |
| Cornerstone Advisory, LLC | 1,570 | $281.4K | 0.05% | −599−27.6% | Reduced |
| Corundum Trust Company, INC | 1,572 | $281.8K | 0.77% | +1,572 | New |
| Derbend Asset Management | 1,573 | $281.9K | 0.19% | +306+24.2% | Added |
| Chartwell Investment Partners, LLC | 1,574 | $282.1K | 0.01% | −57−3.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,527 | $282.9K | 0.11% | +1,527 | New |
| Clear Harbor Asset Management, LLC | 1,584 | $283.9K | 0.03% | +30+1.9% | Added |
| Castleview Partners, LLC | 1,586 | $284.3K | 0.26% | −291−15.5% | Reduced |
| West Coast Financial LLC | 1,589 | $284.8K | 0.04% | +1,589 | New |
| AlphaMark Advisors, LLC | 1,592 | $285.0K | 0.13% | −474−22.9% | Reduced |
| Encompass Wealth Advisors, LLC | 1,592 | $285.4K | 0.09% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,598 | $286.4K | 0.08% | −132−7.6% | Reduced |
| Arcadia Wealth Management, LLC | 1,599 | $286.6K | 0.21% | +1,599 | New |
| Sunburst Financial Group, LLC | 1,601 | $287.0K | 0.10% | +143+9.8% | Added |
| Retirement Planning Co of New England, Inc. | 1,602 | $287.1K | 0.17% | −5−0.3% | Reduced |
| CenterStar Asset Management, LLC | 1,602 | $287.2K | 0.26% | +1,602 | New |
| Apexium Financial, LP | 1,604 | $287.5K | 0.03% | +285+21.6% | Added |
| Sax Wealth Advisors, LLC | 1,604 | $287.5K | 0.06% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,611 | $288.8K | 0.01% | −45−2.7% | Reduced |
| Grey Street Capital, LLC | 1,613 | $289.1K | 0.15% | +361+28.8% | Added |
| Icapital Wealth LLC | 1,617 | $289.8K | 0.18% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 1,630 | $292.2K | 0.16% | +1,630 | New |
| XR Securities LLC | 1,631 | $292.4K | 0.45% | +1,631 | New |
| Brown, Lisle/Cummings, Inc. | 1,632 | $292.5K | 0.13% | +97+6.3% | Added |
| HBW Advisory Services LLC | 1,634 | $293.0K | 0.06% | +1,634 | New |
| Bellevue Asset Management, LLC | 1,645 | $294.9K | 0.19% | −123−7.0% | Reduced |
| Fort Sheridan Advisors LLC | 1,650 | $295.8K | 0.07% | 00.0% | Unchanged |