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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia Trust Co | 2,490 | $446.3K | 0.05% | 00.0% | Unchanged |
| New Hampshire Trust | 2,498 | $447.8K | 0.12% | +36+1.5% | Added |
| Cooke & Bieler LP | 2,500 | $448.1K | 0.00% | −9,356−78.9% | Reduced |
| Flagship Harbor Advisors, LLC | 2,507 | $449.3K | 0.04% | −164−6.1% | Reduced |
| Atlas Brown,Inc. | 2,510 | $450.0K | 0.20% | +114+4.8% | Added |
| World Equity Group, Inc. | 2,512 | $450.3K | 0.13% | −18,857−88.2% | Reduced |
| Skba Capital Management LLC | 2,550 | $457.1K | 0.08% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,553 | $457.6K | 0.02% | +110+4.5% | Added |
| Austin Asset Management Co Inc | 2,555 | $458.0K | 0.13% | −10.0% | Reduced |
| SRB Corp | 2,560 | $458.9K | 0.03% | +502+24.4% | Added |
| Knightsbridge Asset Management, LLC | 2,566 | $460.0K | 0.15% | −2,109−45.1% | Reduced |
| Pacitti Group Inc. | 2,569 | $460.6K | 0.32% | +56+2.2% | Added |
| Fairfield, Bush & Co. | 2,575 | $461.6K | 0.13% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,575 | $461.6K | 0.24% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 2,577 | $461.9K | 0.14% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,577 | $462.0K | 0.07% | −1,614−38.5% | Reduced |
| Kades & Cheifetz LLC | 2,580 | $462.4K | 0.35% | +26+1.0% | Added |
| Cannon Financial Strategists, Inc. | 2,582 | $462.8K | 0.13% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 2,583 | $463.0K | 0.07% | −53−2.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,585 | $463.4K | 0.09% | −300−10.4% | Reduced |
| SFMG, LLC | 2,586 | $463.5K | 0.05% | −1,031−28.5% | Reduced |
| Westhampton Capital, LLC | 2,590 | $464.3K | 0.30% | −20−0.8% | Reduced |
| Roberts Glore & Co Inc | 2,594 | $465.0K | 0.15% | +12+0.5% | Added |
| Delta Financial Advisors LLC | 2,595 | $465.2K | 0.21% | +7+0.3% | Added |
| Peavine Capital, LLC | 2,600 | $466.1K | 0.11% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2,614 | $468.5K | 0.49% | +3+0.1% | Added |
| Elevated Capital Advisors, LLC | 2,618 | $469.3K | 0.16% | +189+7.8% | Added |
| Mystic Asset Management, Inc. | 2,622 | $470.0K | 0.25% | −10−0.4% | Reduced |
| Country Trust Bank | 2,629 | $471.2K | 0.01% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 2,639 | $473.0K | 0.14% | 00.0% | Unchanged |
| MBL Wealth, LLC | 2,641 | $473.4K | 0.07% | +415+18.6% | Added |
| Leisure Capital Management | 2,645 | $474.1K | 0.26% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,647 | $474.4K | 0.09% | −13,005−83.1% | Reduced |
| Suncoast Equity Management | 2,652 | $475.4K | 0.07% | −12−0.5% | Reduced |
| Opus Capital Group, LLC | 2,658 | $476.0K | 0.08% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 2,658 | $476.4K | 0.01% | +43+1.6% | Added |
| Cubist Systematic Strategies, LLC | 2,658 | $476.4K | 0.01% | +2,658 | New |
| Balyasny Asset Management LLC | 2,668 | $478.2K | 0.00% | +1,038+63.7% | Added |
| Weatherly Asset Management L. P. | 2,672 | $479.0K | 0.06% | −23−0.9% | Reduced |
| Capula Management Ltd | 2,680 | $480.4K | 0.06% | +1,979+282.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,681 | $480.6K | 0.30% | −18−0.7% | Reduced |
| Register Financial Advisors LLC | 2,683 | $481.0K | 0.34% | −92−3.3% | Reduced |
| Adirondack Trust Co | 2,576 | $482.0K | 0.23% | +2+0.1% | Added |
| Eudaimonia Advisors LLC | 2,698 | $483.5K | 0.32% | +10.0% | Added |
| Clough Capital Partners L P | 2,700 | $484.0K | 0.05% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,707 | $485.2K | 0.26% | −18−0.7% | Reduced |
| Pictet & Cie (Europe) SA | 2,721 | $487.7K | 0.02% | +2,721 | New |
| Kistler-Tiffany Companies, LLC | 2,721 | $487.8K | 0.08% | −43−1.6% | Reduced |
| Sather Financial Group Inc | 2,726 | $488.6K | 0.04% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 2,734 | $490.1K | 0.12% | −336−10.9% | Reduced |
| WealthShield Partners, LLC | 2,737 | $490.6K | 0.07% | −18−0.7% | Reduced |
| MQS Management LLC | 2,737 | $490.6K | 0.33% | +2,737 | New |
| Martel Wealth Advisors Inc | 2,743 | $491.7K | 0.12% | +2,743 | New |
| waypoint wealth counsel | 2,763 | $495.2K | 0.44% | +26+0.9% | Added |
| Choice Wealth Advisors, LLC | 2,770 | $496.5K | 0.34% | −279−9.2% | Reduced |
| Elgethun Capital Management | 2,775 | $497.4K | 0.15% | +12+0.4% | Added |
| Alliance Wealth Advisors, LLC | 2,786 | $499.4K | 0.36% | 00.0% | Unchanged |
| Davidson Trust Co | 2,794 | $500.8K | 0.36% | +61+2.2% | Added |
| Strategic Wealth Partners, Ltd. | 2,811 | $503.9K | 0.07% | −164−5.5% | Reduced |
| Cape Investment Advisory, Inc. | 2,822 | $505.8K | 0.28% | +284+11.2% | Added |
| Richard W. Paul & Associates, LLC | 2,827 | $506.9K | 0.22% | +417+17.3% | Added |
| Thoroughbred Financial Services, LLC | 2,830 | $507.0K | 0.07% | −77−2.6% | Reduced |
| Atlas Wealth LLC | 2,751 | $507.8K | 0.09% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,834 | $508.0K | 0.01% | +2,137+306.6% | Added |
| Prestige Wealth Management Group LLC | 2,837 | $508.5K | 0.12% | −10.0% | Reduced |
| Ledyard National Bank | 2,851 | $511.0K | 0.06% | +17+0.6% | Added |
| Personal Cfo Solutions, LLC | 2,861 | $512.9K | 0.10% | +6+0.2% | Added |
| IMS Capital Management | 2,865 | $513.6K | 0.29% | −5,772−66.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,866 | $514.0K | 0.03% | +429+17.6% | Added |
| Dover Advisors, LLC | 2,869 | $514.3K | 0.46% | −477−14.3% | Reduced |
| Cobblestone Capital Advisors LLC | 2,871 | $514.6K | 0.04% | +66+2.4% | Added |
| Portman Square Capital LLP | 2,880 | $516.2K | 0.09% | +2,880 | New |
| Segment Wealth Management, LLC | 2,881 | $516.5K | 0.05% | +2+0.1% | Added |
| Accurate Wealth Management, LLC | 2,808 | $520.2K | 0.16% | +170+6.4% | Added |
| RDA Financial Network | 2,904 | $520.5K | 0.22% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 2,894 | $522.4K | 0.27% | −280−8.8% | Reduced |
| Corrigan Financial, Inc. | 2,917 | $522.9K | 0.16% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,918 | $523.0K | 0.07% | −306−9.5% | Reduced |
| Luken Investment Analytics, LLC | 2,919 | $523.2K | 0.29% | 00.0% | Unchanged |
| Burney Co | 2,923 | $523.9K | 0.02% | −166−5.4% | Reduced |
| Dechtman Wealth Management, LLC | 2,935 | $526.0K | 0.16% | +2,935 | New |
| King Wealth | 2,946 | $528.0K | 0.11% | +85+3.0% | Added |
| Mascoma Wealth Management LLC | 2,927 | $528.5K | 0.16% | −24−0.8% | Reduced |
| Vance Wealth, Inc. | 2,949 | $528.6K | 0.24% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 2,957 | $530.0K | 0.33% | +2,957 | New |
| Weaver Consulting Group | 2,969 | $532.2K | 0.23% | −58−1.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,969 | $532.3K | 0.10% | −465−13.5% | Reduced |
| Sterling Financial Planning, Inc. | 2,975 | $533.4K | 0.26% | −680−18.6% | Reduced |
| Fox Run Management, L.L.C. | 2,976 | $533.4K | 0.15% | +2,976 | New |
| Gray Wealth Management Inc. | 2,995 | $536.8K | 0.27% | −52−1.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,000 | $537.8K | 0.04% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 3,000 | $538.0K | 0.24% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 3,011 | $539.7K | 0.14% | +24+0.8% | Added |
| Formidable Asset Management, LLC | 3,012 | $540.0K | 0.12% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 3,020 | $541.0K | 0.49% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3,019 | $541.2K | 0.11% | +13+0.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,021 | $541.6K | 0.08% | +28+0.9% | Added |
| Strategic Equity Management | 3,023 | $541.9K | 0.19% | +23+0.8% | Added |
| Provence Wealth Management Group | 3,025 | $542.2K | 0.32% | −140−4.4% | Reduced |
| McGuire Investment Group, LLC | 3,040 | $544.9K | 0.10% | +25+0.8% | Added |