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 |
|---|---|---|---|---|---|
| Gillespie Robinson & Grimm Inc | 1,654 | $296.5K | 0.03% | −195−10.5% | Reduced |
| Guidance Capital, Inc | 1,679 | $296.5K | 0.13% | +1,679 | New |
| Phoenix Wealth Advisors | 1,655 | $296.7K | 0.17% | −8,055−83.0% | Reduced |
| ASB Consultores, LLC | 1,658 | $297.2K | 0.14% | 00.0% | Unchanged |
| Innovis Asset Management LLC | 1,659 | $297.4K | 0.11% | −20−1.2% | Reduced |
| Trust Co of Kansas | 1,665 | $298.0K | 0.18% | −30−1.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,663 | $298.1K | 0.03% | −374−18.4% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,666 | $298.6K | 0.28% | −35−2.1% | Reduced |
| Goelzer Investment Management, Inc. | 1,672 | $299.7K | 0.03% | −120−6.7% | Reduced |
| Vigilare Wealth Management | 1,674 | $300.1K | 0.17% | −63−3.6% | Reduced |
| Beaumont Financial Advisors, LLC | 1,678 | $300.9K | 0.03% | +55+3.4% | Added |
| FourThought Financial Partners, LLC | 1,681 | $301.4K | 0.04% | −108−6.0% | Reduced |
| Montag & Caldwell, LLC | 1,682 | $301.5K | 0.04% | 00.0% | Unchanged |
| WD Rutherford LLC | 1,685 | $302.0K | 0.19% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,685 | $302.0K | 0.01% | +540+47.2% | Added |
| Peak Planning Group, LLC | 1,688 | $302.6K | 0.22% | +1+0.1% | Added |
| NovaPoint Capital, LLC | 1,689 | $302.8K | 0.11% | −2−0.1% | Reduced |
| M. Kraus & Co | 1,699 | $304.5K | 0.10% | −17−1.0% | Reduced |
| Paulson Wealth Management Inc. | 1,699 | $304.5K | 0.10% | +1,699 | New |
| Salomon & Ludwin, LLC | 1,700 | $304.7K | 0.03% | −13−0.8% | Reduced |
| Secure Asset Management, LLC | 1,701 | $304.9K | 0.09% | −109−6.0% | Reduced |
| Bray Capital Advisors | 1,703 | $305.3K | 0.09% | −265−13.5% | Reduced |
| Wellington Shields & Co., LLC | 1,705 | $305.6K | 0.07% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,706 | $306.0K | 0.09% | −2,005−54.0% | Reduced |
| 180 Wealth Advisors, LLC | 1,667 | $306.4K | 0.07% | −247−12.9% | Reduced |
| Semus Wealth Partners LLC | 1,710 | $306.5K | 0.28% | +83+5.1% | Added |
| Aspire Capital Advisors LLC | 1,715 | $307.4K | 0.15% | +66+4.0% | Added |
| Lodestone Wealth Management LLC | 1,717 | $307.8K | 0.21% | +24+1.4% | Added |
| Heartland Bank & Trust Co | 1,725 | $309.2K | 0.24% | −199−10.3% | Reduced |
| MA Private Wealth | 1,731 | $310.4K | 0.07% | 00.0% | Unchanged |
| Caxton Associates LP | 1,736 | $311.2K | 0.05% | −1,255−42.0% | Reduced |
| WMS Partners, LLC | 1,737 | $311.4K | 0.02% | −123−6.6% | Reduced |
| Washington Trust Bank | 1,743 | $312.4K | 0.03% | −716−29.1% | Reduced |
| Simplicity Wealth,LLC | 1,749 | $313.5K | 0.19% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,750 | $313.7K | 0.04% | −12−0.7% | Reduced |
| Choate Investment Advisors | 1,751 | $313.9K | 0.01% | +1,751 | New |
| FinTrust Capital Advisors, LLC | 1,806 | $314.0K | 0.08% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,756 | $314.8K | 0.17% | +301+20.7% | Added |
| Security National Bank of So Dak | 1,763 | $316.0K | 0.23% | +1,763 | New |
| Chilton Investment Co LLC | 1,764 | $316.2K | 0.01% | +173+10.9% | Added |
| Key Client Fiduciary Advisors, LLC | 1,766 | $316.6K | 0.19% | +29+1.7% | Added |
| HFR Wealth Management, LLC | 1,770 | $317.0K | 0.09% | −50−2.7% | Reduced |
| NEIRG Wealth Management, LLC | 1,774 | $318.0K | 0.06% | −101−5.4% | Reduced |
| Wellington Shields Capital Management, LLC | 1,778 | $318.7K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,794 | $321.0K | 0.06% | −1,655−48.0% | Reduced |
| FLC Capital Advisors | 1,791 | $321.0K | 0.09% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,791 | $321.0K | 0.15% | +700+64.2% | Added |
| Tanglewood Legacy Advisors, LLC | 1,793 | $321.4K | 0.19% | −40−2.2% | Reduced |
| Cladis Investment Advisory, LLC | 1,799 | $322.6K | 0.28% | 00.0% | Unchanged |
| TNF LLC | 1,806 | $323.7K | 0.14% | +2+0.1% | Added |
| Wealth Management Solutions, LLC | 1,819 | $326.0K | 0.21% | −99−5.2% | Reduced |
| Greenwood Capital Associates LLC | 1,830 | $328.0K | 0.05% | −36,781−95.3% | Reduced |
| Wealth Advisors, Inc. | 1,760 | $328.2K | 0.14% | −21−1.2% | Reduced |
| Thrive Capital Management, LLC | 1,834 | $328.7K | 0.19% | −306−14.3% | Reduced |
| Platte River Wealth Advisors, LLC | 1,835 | $328.9K | 0.12% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,836 | $329.1K | 0.04% | −165−8.2% | Reduced |
| Legacy Bridge, LLC | 1,839 | $329.6K | 0.22% | 00.0% | Unchanged |
| American Trust | 1,840 | $329.8K | 0.02% | −90−4.7% | Reduced |
| Richwood Investment Advisors, LLC | 1,844 | $330.5K | 0.32% | −672−26.7% | Reduced |
| Fortress Wealth Group, LLC | 1,825 | $332.4K | 0.21% | +34+1.9% | Added |
| Hamilton Capital, LLC | 1,859 | $333.2K | 0.02% | −125−6.3% | Reduced |
| Van Hulzen Asset Management, LLC | 1,866 | $334.0K | 0.03% | +1,866 | New |
| Lester Murray Antman dba SimplyRich | 1,879 | $336.0K | 0.12% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,879 | $336.7K | 0.05% | +5+0.3% | Added |
| Cowen and Company, LLC | 1,884 | $337.7K | 0.03% | +1,884 | New |
| Financial Management Professionals, Inc. | 1,884 | $338.0K | 0.06% | −390−17.2% | Reduced |
| Staley Capital Advisers Inc | 1,890 | $338.8K | 0.02% | +9+0.5% | Added |
| Farther Finance Advisors, LLC | 1,890 | $338.9K | 0.07% | +754+66.4% | Added |
| Alta Advisers Ltd | 1,900 | $340.6K | 0.19% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,900 | $340.7K | 0.37% | +4+0.2% | Added |
| Chase Investment Counsel Corp | 1,903 | $341.0K | 0.17% | +185+10.8% | Added |
| Oak Asset Management, LLC | 1,903 | $341.1K | 0.14% | +312+19.6% | Added |
| Wealth Management Associates, Inc. | 1,910 | $342.3K | 0.19% | −55−2.8% | Reduced |
| Corton Capital Inc. | 1,914 | $343.1K | 0.16% | +50+2.7% | Added |
| Drake & Associates, LLC | 1,915 | $343.3K | 0.15% | −89−4.4% | Reduced |
| Smithfield Trust Co | 1,918 | $344.0K | 0.02% | −75−3.8% | Reduced |
| Vista Capital Partners, Inc. | 1,920 | $344.2K | 0.05% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 1,929 | $345.9K | 0.06% | −92−4.6% | Reduced |
| First Heartland Consultants, Inc. | 1,941 | $348.0K | 0.05% | −257−11.7% | Reduced |
| Krane Funds Advisors LLC | 1,941 | $348.0K | 0.02% | −1,150−37.2% | Reduced |
| Fidelis Capital Partners, LLC | 1,951 | $349.7K | 0.13% | −123−5.9% | Reduced |
| Platform Technology Partners | 1,890 | $350.1K | 0.16% | −5−0.3% | Reduced |
| Dudley Capital Management, LLC | 1,955 | $350.4K | 0.24% | +55+2.9% | Added |
| Strategy Asset Managers LLC | 1,956 | $350.6K | 0.08% | −27−1.4% | Reduced |
| PFS Partners, LLC | 1,964 | $352.0K | 0.29% | +1+0.1% | Added |
| Belpointe Asset Management LLC | 1,964 | $352.1K | 0.04% | −6,348−76.4% | Reduced |
| Evoke Wealth, LLC | 1,965 | $352.2K | 0.01% | +47+2.5% | Added |
| West Bancorporation Inc | 1,975 | $354.0K | 0.24% | +302+18.1% | Added |
| Dumont & Blake Investment Advisors LLC | 1,978 | $355.0K | 0.12% | −89−4.3% | Reduced |
| Avestar Capital, LLC | 1,987 | $356.2K | 0.06% | −307−13.4% | Reduced |
| McIlrath & Eck, LLC | 1,990 | $356.7K | 0.07% | −30−1.5% | Reduced |
| Journey Advisory Group, LLC | 1,990 | $356.7K | 0.05% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 1,989 | $357.0K | 0.05% | +1,989 | New |
| RIA Advisory Group LLC | 1,994 | $357.4K | 0.15% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,994 | $357.4K | 0.32% | −32−1.6% | Reduced |
| Proficio Capital Partners LLC | 1,998 | $358.2K | 0.05% | −423−17.5% | Reduced |
| Merriman Wealth Management, LLC | 1,999 | $358.3K | 0.02% | +15+0.8% | Added |
| Private Wealth Partners, LLC | 2,000 | $358.5K | 0.03% | 00.0% | Unchanged |
| Rice Partnership, LLC | 2,000 | $358.5K | 0.10% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,006 | $359.6K | 0.41% | 00.0% | Unchanged |