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 |
|---|---|---|---|---|---|
| Mill Creek Capital Advisors, LLC | 3,050 | $546.7K | 0.02% | +185+6.5% | Added |
| STAR Financial Bank | 3,052 | $547.1K | 0.51% | +8+0.3% | Added |
| Wealth Alliance Advisory Group, LLC | 3,052 | $547.1K | 0.19% | +206+7.2% | Added |
| Clifford Group, LLC | 3,053 | $547.2K | 0.59% | +481+18.7% | Added |
| E&G Advisors, LP | 3,062 | $548.9K | 0.19% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,062 | $548.9K | 0.20% | +57+1.9% | Added |
| Marex Group plc | 3,067 | $549.8K | 0.10% | +3,067 | New |
| ERTS Wealth Advisors, LLC | 3,071 | $550.5K | 0.13% | −71−2.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,073 | $550.8K | 0.29% | +1,458+90.3% | Added |
| Tower Wealth Partners, Inc. | 3,076 | $551.4K | 0.44% | +369+13.6% | Added |
| Octavia Wealth Advisors, LLC | 3,079 | $551.9K | 0.11% | −117−3.7% | Reduced |
| Harbour Capital Advisors, LLC | 3,009 | $553.0K | 0.16% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,086 | $553.2K | 0.17% | −16−0.5% | Reduced |
| Busey Wealth Management | 3,095 | $554.8K | 0.02% | −384−11.0% | Reduced |
| Patten & Patten Inc | 3,099 | $555.5K | 0.05% | −85−2.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,100 | $555.7K | 0.18% | −160−4.9% | Reduced |
| Cipher Capital LP | 3,102 | $556.0K | 0.10% | +3,102 | New |
| REDW Wealth LLC | 3,107 | $556.9K | 0.17% | +3,107 | New |
| Hancock Whitney Corp | 3,109 | $558.0K | 0.02% | −3,968−56.1% | Reduced |
| Concord Asset Management, LLC | 3,114 | $558.2K | 0.20% | +666+27.2% | Added |
| NWF Advisory Services Inc. | 3,121 | $559.3K | 0.13% | 00.0% | Unchanged |
| Core Alternative Capital | 3,123 | $559.7K | 0.08% | −40−1.3% | Reduced |
| St. Johns Investment Management Company, LLC | 3,130 | $561.1K | 0.30% | +404+14.8% | Added |
| Graypoint LLC | 3,156 | $565.7K | 0.06% | −1,091−25.7% | Reduced |
| Kennedy Investment Group | 3,156 | $565.8K | 0.33% | +30+1.0% | Added |
| MidWestOne Financial Group, Inc. | 3,158 | $566.1K | 0.12% | +425+15.6% | Added |
| Fukoku Mutual Life Insurance Co | 3,160 | $566.4K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,166 | $567.5K | 0.18% | −405−11.3% | Reduced |
| Strategic Wealth Designers | 3,168 | $567.9K | 0.09% | +298+10.4% | Added |
| Mirabella Financial Services LLP | 3,181 | $570.2K | 0.07% | +1,921+152.5% | Added |
| Guardian Wealth Advisors, LLC | 3,187 | $571.3K | 0.10% | +214+7.2% | Added |
| Trinity Financial Advisors LLC | 3,191 | $572.0K | 0.31% | −365−10.3% | Reduced |
| Vigilant Capital Management, LLC | 3,207 | $575.0K | 0.04% | +100+3.2% | Added |
| Marble Harbor Investment Counsel, LLC | 3,208 | $575.0K | 0.07% | −360−10.1% | Reduced |
| Landmark Financial Advisors, LLC | 3,212 | $575.8K | 0.24% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,232 | $579.3K | 0.10% | +3,232 | New |
| Montis Financial, LLC | 3,234 | $579.7K | 0.38% | 00.0% | Unchanged |
| Breakwater Capital Group | 3,235 | $579.9K | 0.21% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,244 | $581.5K | 0.16% | −85−2.6% | Reduced |
| American National Bank | 3,245 | $581.7K | 0.10% | +1,000+44.5% | Added |
| Douglas Lane & Associates, LLC | 3,246 | $581.9K | 0.01% | +10.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,272 | $582.0K | 0.01% | −74,658−95.8% | Reduced |
| RB Capital Management, LLC | 3,259 | $584.2K | 0.18% | +367+12.7% | Added |
| Range Financial Group LLC | 3,262 | $584.6K | 0.37% | −2,054−38.6% | Reduced |
| Little House Capital LLC | 3,274 | $586.8K | 0.25% | +161+5.2% | Added |
| Dana Investment Advisors, Inc. | 3,278 | $587.5K | 0.03% | −1,670−33.8% | Reduced |
| River Street Advisors LLC | 3,280 | $587.9K | 0.56% | +12+0.4% | Added |
| Jones Financial Companies LLLP | 3,297 | $591.0K | 0.00% | +996+43.3% | Added |
| Wallace Advisory Group, LLC | 3,048 | $591.3K | 0.45% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 3,300 | $591.5K | 0.20% | +3,300 | New |
| Successful Portfolios LLC | 3,300 | $591.7K | 0.51% | +24+0.7% | Added |
| Viawealth, LLC | 3,308 | $593.0K | 0.44% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3,309 | $593.1K | 0.54% | −47−1.4% | Reduced |
| Absher Wealth Management, LLC | 3,324 | $595.8K | 0.10% | +507+18.0% | Added |
| Canada Pension Plan Investment Board | 3,330 | $596.9K | 0.00% | +3,234+3,368.8% | Added |
| Cornerstone Capital, Inc. | 3,332 | $597.3K | 0.07% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,338 | $598.2K | 0.06% | +861+34.8% | Added |
| Transatlantique Private Wealth LLC | 3,350 | $600.5K | 0.31% | +932+38.5% | Added |
| Meridian Wealth Advisors, LLC | 3,367 | $603.5K | 0.15% | −1,198−26.2% | Reduced |
| Oxford Financial Group Ltd | 3,377 | $605.3K | 0.06% | +3,377 | New |
| Montecito Bank & Trust | 3,384 | $606.6K | 0.14% | −20−0.6% | Reduced |
| GM Advisory Group, Inc. | 3,395 | $608.6K | 0.05% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,403 | $610.0K | 0.21% | +10.0% | Added |
| BCJ Capital Management, LLC | 3,416 | $612.3K | 0.05% | −188−5.2% | Reduced |
| First Nebraska Trust Co | 3,424 | $613.8K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,430 | $614.8K | 0.15% | +148+4.5% | Added |
| Roble, Belko & Company, Inc | 3,432 | $615.0K | 0.12% | 00.0% | Unchanged |
| First International Bank & Trust | 3,454 | $619.1K | 0.20% | +42+1.2% | Added |
| Patton Albertson Miller Group, LLC | 3,457 | $619.7K | 0.12% | −1,155−25.0% | Reduced |
| ORG Partners LLC | 3,374 | $619.7K | 0.10% | +3,374 | New |
| Thomasville National Bank | 3,458 | $619.8K | 0.06% | −174−4.8% | Reduced |
| Archer Investment Corp | 3,462 | $620.6K | 0.22% | −258−6.9% | Reduced |
| Capital Analysts, LLC | 3,466 | $621.0K | 0.03% | +43+1.3% | Added |
| Ancora Advisors, LLC | 3,476 | $623.0K | 0.02% | +31+0.9% | Added |
| Morris Retirement Advisors, LLC | 3,479 | $623.6K | 0.43% | +2+0.1% | Added |
| Family Legacy, Inc. | 3,484 | $624.5K | 0.25% | −35−1.0% | Reduced |
| Pflug Koory, LLC | 3,498 | $627.0K | 0.32% | −100−2.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,500 | $627.4K | 0.02% | −548−13.5% | Reduced |
| Kolinsky Wealth Management, LLC | 3,590 | $632.0K | 0.60% | +65+1.8% | Added |
| Yarger Wealth Strategies, LLC | 3,527 | $632.2K | 0.57% | +3,527 | New |
| Live Oak Investment Partners | – | $632.5K | 0.53% | – | – |
| Covenant Partners, LLC | 3,531 | $632.9K | 0.23% | +12+0.3% | Added |
| First Commonwealth Financial Corp | 3,535 | $633.6K | 0.21% | +176+5.2% | Added |
| Claro Advisors LLC | 3,542 | $634.9K | 0.16% | −119−3.3% | Reduced |
| Glen Eagle Advisors, LLC | 3,551 | $636.5K | 0.15% | −174−4.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,552 | $637.0K | 0.08% | +3,552 | New |
| Defined Wealth Management, LLC | 3,559 | $638.0K | 0.54% | +3+0.1% | Added |
| Pathway Financial Advisors LLC | 3,560 | $638.1K | 0.21% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 3,561 | $638.4K | 0.16% | −4,621−56.5% | Reduced |
| Summit Asset Management, LLC | 3,571 | $640.0K | 0.17% | −8−0.2% | Reduced |
| AXS Investments LLC | 3,573 | $640.5K | 0.17% | −134−3.6% | Reduced |
| Baker Ellis Asset Management LLC | 3,576 | $641.0K | 0.11% | +16+0.4% | Added |
| IFG Advisors, LLC | 3,589 | $643.3K | 0.23% | +13+0.4% | Added |
| Valley National Advisers Inc | 3,592 | $644.0K | 0.11% | −116−3.1% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,594 | $644.2K | 0.48% | +2+0.1% | Added |
| Proequities, Inc. | 3,604 | $646.1K | 0.05% | −482−11.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,605 | $646.2K | 0.05% | −81−2.2% | Reduced |
| Powers Advisory Group, LLC | 3,617 | $648.4K | 0.43% | +157+4.5% | Added |
| Atlas Private Wealth Management | 3,626 | $649.9K | 0.34% | −19−0.5% | Reduced |
| Terra Nova Asset Management LLC | 3,626 | $649.9K | 0.59% | −3−0.1% | Reduced |