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 |
|---|---|---|---|---|---|
| Sittner & Nelson, LLC | 2,009 | $360.1K | 0.20% | +10.0% | Added |
| Options Solutions, LLC | 2,010 | $360.3K | 0.36% | +2,010 | New |
| Cozad Asset Management Inc | 2,012 | $360.7K | 0.04% | −268−11.8% | Reduced |
| Steel Peak Wealth Management LLC | 2,012 | $360.7K | 0.02% | +2,012 | New |
| First Western Trust Bank | 2,016 | $361.4K | 0.02% | −17−0.8% | Reduced |
| Gilman Hill Asset Management, LLC | 2,018 | $361.7K | 0.07% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 2,019 | $361.8K | 0.10% | +14+0.7% | Added |
| Vestor Capital, LLC | 2,018 | $362.0K | 0.04% | +650+47.5% | Added |
| 3Chopt Investment Partners, LLC | 2,022 | $362.4K | 0.18% | −79−3.8% | Reduced |
| Darrow Company, Inc. | 2,022 | $362.5K | 0.30% | −37−1.8% | Reduced |
| Lifeworks Advisors, LLC | 2,026 | $363.2K | 0.15% | +2,026 | New |
| Howe & Rusling Inc | 2,028 | $363.4K | 0.04% | +5+0.2% | Added |
| Red Wave Investments LLC | 2,038 | $365.3K | 0.15% | +45+2.3% | Added |
| Beaton Management Co. Inc. | 2,043 | $366.0K | 0.23% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,043 | $366.2K | 0.19% | +198+10.7% | Added |
| Cahaba Wealth Management, Inc. | 2,043 | $366.2K | 0.04% | −168−7.6% | Reduced |
| Cutler Investment Counsel LLC | 2,044 | $366.4K | 0.06% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 2,044 | $366.4K | 0.20% | +183+9.8% | Added |
| Ambassador Advisors, LLC | 2,078 | $366.9K | 0.08% | +839+67.7% | Added |
| Forza Wealth Management, LLC | 2,057 | $368.7K | 0.19% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2,060 | $369.3K | 0.11% | −150−6.8% | Reduced |
| Buffington Mohr McNeal | 2,064 | $370.0K | 0.08% | +645+45.5% | Added |
| Intercontinental Wealth Advisors, LLC | 2,078 | $372.5K | 0.09% | +52+2.6% | Added |
| Investment Advisory Services Inc | 2,086 | $374.0K | 0.16% | −17−0.8% | Reduced |
| CoreFirst Bank & Trust | 2,097 | $375.9K | 0.26% | −21−1.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,106 | $377.5K | 0.19% | +2,106 | New |
| Bank Ozk | 2,115 | $379.1K | 0.18% | −88−4.0% | Reduced |
| Salem Investment Counselors Inc | 2,121 | $380.2K | 0.01% | −43−2.0% | Reduced |
| Enterprise Financial Services Corp | 2,123 | $380.5K | 0.24% | −50−2.3% | Reduced |
| Allen Capital Group, LLC | 2,128 | $381.4K | 0.07% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 2,189 | $381.6K | 0.19% | +444+25.4% | Added |
| Traphagen Investment Advisors LLC | 2,136 | $382.8K | 0.05% | +71+3.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,139 | $383.5K | 0.16% | +4+0.2% | Added |
| First City Capital Management, Inc. | 2,150 | $385.4K | 0.23% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 2,150 | $385.4K | 0.25% | +2,150 | New |
| Ridgecrest Wealth Partners, LLC | 2,152 | $385.7K | 0.26% | +70+3.4% | Added |
| Leavell Investment Management, Inc. | 2,162 | $388.0K | 0.03% | −75−3.4% | Reduced |
| Keel Point, LLC | 2,167 | $388.4K | 0.05% | −28−1.3% | Reduced |
| Detalus Advisors, LLC | 2,168 | $388.6K | 0.17% | +57+2.7% | Added |
| Walker Financial Services, Inc. | 2,146 | $388.8K | 0.38% | +67+3.2% | Added |
| Latitude Advisors, LLC | 2,182 | $391.2K | 0.27% | +174+8.7% | Added |
| Somerset Trust Co | 2,190 | $392.6K | 0.17% | −245−10.1% | Reduced |
| Cohen & Steers, Inc. | 2,194 | $393.0K | 0.00% | 00.0% | Unchanged |
| Exchange Bank | 2,195 | $393.5K | 0.38% | +2,195 | New |
| Heartwood Wealth Advisors LLC | 2,196 | $393.6K | 0.06% | +912+71.0% | Added |
| Alpha Financial Partners, LLC | 2,198 | $394.0K | 0.42% | +53+2.5% | Added |
| Ti-Trust, Inc | 2,201 | $394.5K | 0.36% | 00.0% | Unchanged |
| Clarus Group, Inc. | 2,203 | $394.9K | 0.29% | +2,203 | New |
| GenTrust, LLC | 2,204 | $395.1K | 0.03% | −108−4.7% | Reduced |
| Petrus Trust Company, LTA | 2,204 | $395.1K | 0.04% | +454+25.9% | Added |
| Fortis Group Advisors, LLC | 2,211 | $396.3K | 0.11% | −8−0.4% | Reduced |
| Impact Partnership Wealth, LLC | 2,215 | $397.0K | 0.14% | +2,215 | New |
| Lane & Associates LLC | 2,215 | $397.1K | 0.32% | +191+9.4% | Added |
| Balboa Wealth Partners | 2,218 | $397.6K | 0.14% | −50−2.2% | Reduced |
| Vinva Investment Management Ltd | 2,271 | $399.8K | 0.04% | −19,465−89.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,232 | $400.1K | 0.13% | −645−22.4% | Reduced |
| O'Rourke & Company, Inc | 2,235 | $401.0K | 0.28% | 00.0% | Unchanged |
| First National Advisers, LLC | 2,242 | $402.0K | 0.37% | −76−3.3% | Reduced |
| Shepherd Financial Partners LLC | 2,245 | $402.4K | 0.06% | +301+15.5% | Added |
| US Asset Management LLC | 2,253 | $404.0K | 0.43% | −3−0.1% | Reduced |
| Quantamental Technologies LLC | 2,264 | $405.8K | 0.17% | +2,264 | New |
| Alera Investment Advisors, LLC | 2,266 | $406.2K | 0.09% | +115+5.3% | Added |
| Cambridge Trust Co | 2,268 | $406.5K | 0.02% | −233−9.3% | Reduced |
| Selective Wealth Management, Inc. | 2,247 | $407.4K | 0.20% | +2,247 | New |
| GW Henssler & Associates Ltd | 2,273 | $407.4K | 0.03% | −95−4.0% | Reduced |
| CVA Family Office, LLC | 2,275 | $407.8K | 0.09% | −115−4.8% | Reduced |
| Etfidea, LLC | 2,284 | $409.4K | 0.17% | 00.0% | Unchanged |
| Rational Advisors LLC | 2,287 | $409.9K | 0.03% | +2,030+789.9% | Added |
| Curi Capital | 2,290 | $410.5K | 0.06% | +16+0.7% | Added |
| Aries Wealth Management | 2,296 | $411.6K | 0.16% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 2,297 | $411.7K | 0.13% | −242−9.5% | Reduced |
| DRW Securities, LLC | 2,300 | $412.0K | 0.03% | +2,300 | New |
| First Pacific Advisors, LP | 2,300 | $412.3K | 0.01% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,305 | $413.1K | 0.13% | −138−5.6% | Reduced |
| 360 Financial, Inc. | 2,311 | $414.2K | 0.21% | −47−2.0% | Reduced |
| Paloma Partners Management Co | 2,315 | $415.0K | 0.10% | −3,018−56.6% | Reduced |
| Founders Capital Management | 2,325 | $416.8K | 0.30% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 2,354 | $422.0K | 0.06% | +2+0.1% | Added |
| Cabot Wealth Management Inc | 2,360 | $423.0K | 0.06% | −41−1.7% | Reduced |
| NCM Capital Management, LLC | 2,385 | $427.5K | 0.30% | +16+0.7% | Added |
| McRae Capital Management Inc | 2,388 | $428.0K | 0.12% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,390 | $428.4K | 0.11% | −43−1.8% | Reduced |
| Jump Financial, LLC | 2,394 | $429.1K | 0.02% | +2,394 | New |
| CoreCap Advisors, LLC | 2,398 | $429.8K | 0.03% | +2,398 | New |
| Nicolet Bankshares Inc | 2,418 | $433.4K | 0.12% | −1,031−29.9% | Reduced |
| BLB&B Advisors, LLC | 2,420 | $433.7K | 0.03% | +257+11.9% | Added |
| Certified Advisory Corp | 2,423 | $434.4K | 0.08% | −116−4.6% | Reduced |
| Old Mission Investment Co LLC | 2,425 | $434.7K | 0.16% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 2,436 | $436.7K | 0.09% | −19−0.8% | Reduced |
| Silverlake Wealth Management LLC | 2,436 | $436.7K | 0.24% | +6+0.2% | Added |
| Atomi Financial Group, Inc. | 2,440 | $437.3K | 0.20% | +250+11.4% | Added |
| Spirit of America Management Corp | 2,450 | $439.2K | 0.10% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,455 | $440.1K | 0.09% | −11−0.4% | Reduced |
| Avantax Planning Partners, Inc. | 2,462 | $441.3K | 0.02% | +101+4.3% | Added |
| Founders Capital Management, LLC | 2,473 | $443.3K | 0.10% | −2−0.1% | Reduced |
| NTV Asset Management LLC | 2,473 | $443.4K | 0.08% | +3+0.1% | Added |
| Allstate Corp | 2,480 | $444.5K | 0.03% | −64−2.5% | Reduced |
| Global Trust Asset Management, LLC | 2,483 | $445.2K | 0.20% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,487 | $445.8K | 0.14% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,488 | $446.2K | 0.08% | +3+0.1% | Added |