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 |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 3,637 | $652.0K | 0.24% | −1,490−29.1% | Reduced |
| West Michigan Advisors, LLC | 3,645 | $653.4K | 0.26% | −145−3.8% | Reduced |
| Resonant Capital Advisors, LLC | 3,647 | $653.7K | 0.07% | −121−3.2% | Reduced |
| Liberty Capital Management, Inc. | 3,654 | $655.0K | 0.20% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 3,677 | $659.1K | 0.05% | 00.0% | Unchanged |
| GTS Securities LLC | 3,693 | $662.0K | 0.02% | +3,693 | New |
| Sentinus, LLC | 3,696 | $662.5K | 0.21% | +3,696 | New |
| Profit Investment Management, LLC | 3,742 | $670.8K | 0.44% | −151−3.9% | Reduced |
| Biltmore Wealth Management, LLC | 3,749 | $672.1K | 0.29% | +3,749 | New |
| Ferguson Wellman Capital Management, Inc | 3,763 | $674.6K | 0.02% | −259−6.4% | Reduced |
| Hilltop Partners LLC | 3,764 | $674.7K | 0.28% | +3,764 | New |
| S&CO Inc | 3,770 | $675.0K | 0.05% | −25−0.7% | Reduced |
| Drive Wealth Management, LLC | 3,766 | $675.1K | 0.25% | −208−5.2% | Reduced |
| Field & Main Bank | 3,775 | $676.6K | 0.38% | −10−0.3% | Reduced |
| Signet Financial Management, LLC | 3,806 | $682.1K | 0.11% | −289−7.1% | Reduced |
| Virtue Capital Management, LLC | 3,794 | $682.7K | 0.12% | −67−1.7% | Reduced |
| Wedmont Private Capital | 3,700 | $685.5K | 0.07% | −52−1.4% | Reduced |
| Stevens Capital Management LP | 3,825 | $686.0K | 0.14% | +3,825 | New |
| Summit X, LLC | 3,830 | $687.7K | 0.17% | +347+10.0% | Added |
| Kingfisher Capital LLC | 3,839 | $688.0K | 0.18% | +56+1.5% | Added |
| Ignite Planners, LLC | 3,827 | $688.0K | 0.26% | −274−6.7% | Reduced |
| Diamant Asset Management, Inc. | 3,841 | $688.5K | 0.53% | 00.0% | Unchanged |
| Patten Group, Inc. | 3,849 | $689.9K | 0.20% | −20−0.5% | Reduced |
| Zacks Investment Management | 3,856 | $691.2K | 0.01% | −28,373−88.0% | Reduced |
| First Affirmative Financial Network | 3,859 | $691.7K | 0.69% | +82+2.2% | Added |
| Curbstone Financial Management Corp | 3,878 | $695.1K | 0.17% | +146+3.9% | Added |
| Retirement Guys Formula LLC | 3,879 | $695.3K | 0.40% | +333+9.4% | Added |
| Tilt Investment Management Holdings, PBC | 3,880 | $695.5K | 0.46% | 00.0% | Unchanged |
| Tobam | 3,883 | $696.0K | 0.05% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,887 | $696.7K | 0.06% | −106−2.7% | Reduced |
| Cookson Peirce & Co Inc | 3,897 | $699.0K | 0.04% | −421−9.7% | Reduced |
| Liberty Wealth Management LLC | 3,900 | $699.1K | 0.17% | −195−4.8% | Reduced |
| Royal Capital Wealth Management, LLC | 3,906 | $700.1K | 0.66% | −63−1.6% | Reduced |
| Nomura Holdings Inc | 3,906 | $700.2K | 0.01% | −8,736−69.1% | Reduced |
| Trustco Bank Corp N Y | 3,910 | $700.9K | 0.75% | −200−4.9% | Reduced |
| Wealthspire Advisors, LLC | 3,916 | $701.9K | 0.01% | −88−2.2% | Reduced |
| Ocean Capital Management, LLC | 3,938 | $705.9K | 0.32% | −3,804−49.1% | Reduced |
| Virtus ETF Advisers LLC | 3,965 | $710.7K | 0.42% | −952−19.4% | Reduced |
| Continuum Advisory, LLC | 3,978 | $713.0K | 0.11% | −140−3.4% | Reduced |
| Altus Wealth Group LLC | 4,007 | $718.3K | 0.44% | +32+0.8% | Added |
| Elk River Wealth Management, LLC | 4,014 | $719.5K | 0.15% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,039 | $724.0K | 0.12% | −912−18.4% | Reduced |
| Acropolis Investment Management, LLC | 4,043 | $724.7K | 0.06% | −475−10.5% | Reduced |
| SRN Advisors, LLC | 4,063 | $728.3K | 0.65% | −122−2.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,062 | $729.1K | 0.06% | −157−3.7% | Reduced |
| Catalyst Financial Partners LLC | 4,070 | $729.5K | 0.26% | +513+14.4% | Added |
| Barr E S & Co | 4,077 | $730.8K | 0.06% | 00.0% | Unchanged |
| Putnam Investments LLC | 4,085 | $732.2K | 0.00% | −16,734−80.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,095 | $734.0K | 0.22% | −10−0.2% | Reduced |
| Greenwich Wealth Management LLC | 4,114 | $737.0K | 0.08% | −22−0.5% | Reduced |
| SC&H Financial Advisors, Inc. | 4,112 | $737.1K | 0.24% | −8−0.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,118 | $738.2K | 0.11% | −10−0.2% | Reduced |
| Hengehold Capital Management LLC | 4,132 | $740.7K | 0.10% | +329+8.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,135 | $741.0K | 0.00% | −787−16.0% | Reduced |
| EverSource Wealth Advisors, LLC | 4,148 | $743.5K | 0.08% | −626−13.1% | Reduced |
| Tradewinds, LLC. | 4,167 | $747.0K | 0.44% | +396+10.5% | Added |
| Waldron Private Wealth LLC | 4,168 | $747.1K | 0.04% | −3,055−42.3% | Reduced |
| Vista Investment Management | 4,171 | $747.6K | 0.38% | +59+1.4% | Added |
| Sound View Wealth Advisors Group, LLC | 4,176 | $748.5K | 0.10% | −20−0.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,177 | $748.7K | 0.56% | −15−0.4% | Reduced |
| Transcend Wealth Collective, LLC | 4,189 | $750.9K | 0.07% | −7,478−64.1% | Reduced |
| Simon Quick Advisors, LLC | 4,189 | $750.9K | 0.07% | −104−2.4% | Reduced |
| Eisler Capital (US) LLC | 4,234 | $758.9K | 0.42% | +4,234 | New |
| Cohen Capital Management, Inc. | 4,250 | $761.8K | 0.15% | 00.0% | Unchanged |
| Human Investing LLC | 4,257 | $763.0K | 0.17% | −401−8.6% | Reduced |
| Salvus Wealth Management, LLC | 4,276 | $766.5K | 0.59% | +93+2.2% | Added |
| Chicago Partners Investment Group LLC | 4,181 | $766.6K | 0.04% | +372+9.8% | Added |
| True Wealth Design, LLC | 4,285 | $768.1K | 0.28% | +10.0% | Added |
| Meyer Handelman Co | 4,300 | $770.8K | 0.03% | −1,500−25.9% | Reduced |
| CKW Financial Group | 4,301 | $771.0K | 0.12% | +4,301 | New |
| JFS Wealth Advisors, LLC | 4,304 | $771.5K | 0.07% | +22+0.5% | Added |
| V-Square Quantitative Management LLC | 4,310 | $772.6K | 0.56% | −135−3.0% | Reduced |
| KWB Wealth | 4,310 | $772.6K | 0.12% | +877+25.5% | Added |
| Triangle Securities Wealth Management | 4,345 | $778.8K | 0.27% | −257−5.6% | Reduced |
| Geller Advisors LLC | 4,367 | $782.8K | 0.10% | +2,996+218.5% | Added |
| Q Capital Solutions | 4,375 | $784.2K | 0.69% | −4,805−52.3% | Reduced |
| Jeppson Wealth Management, LLC | 4,381 | $785.3K | 0.34% | +602+15.9% | Added |
| Evermay Wealth Management LLC | 4,384 | $785.8K | 0.15% | −205−4.5% | Reduced |
| West Paces Advisors Inc. | 4,386 | $786.2K | 0.23% | −285−6.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,409 | $790.4K | 0.15% | +65+1.5% | Added |
| Investors Asset Management of Georgia Inc | 4,412 | $790.9K | 0.41% | −35−0.8% | Reduced |
| Credential Qtrade Securities Inc. | 4,415 | $791.4K | 0.05% | −178−3.9% | Reduced |
| Oakworth Capital, Inc. | 4,429 | $793.9K | 0.07% | −88−1.9% | Reduced |
| WestHill Financial Advisors, Inc. | 4,445 | $796.8K | 0.23% | +10.0% | Added |
| S.A. Mason LLC | 4,111 | $797.5K | 0.58% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,475 | $802.2K | 0.01% | −2,122−32.2% | Reduced |
| 44 Wealth Management LLC | 4,484 | $803.8K | 0.27% | −10,305−69.7% | Reduced |
| Imprint Wealth LLC | 4,515 | $809.3K | 0.51% | +24+0.5% | Added |
| Lyell Wealth Management, LP | 4,518 | $809.9K | 0.10% | −52−1.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,373 | $810.6K | 0.31% | +406+10.2% | Added |
| Harbor Investment Advisory, LLC | 4,524 | $810.9K | 0.11% | +20+0.4% | Added |
| DAGCO, Inc. | 4,526 | $811.2K | 0.40% | +3+0.1% | Added |
| Principle Wealth Partners LLC | 4,527 | $811.5K | 0.08% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 4,537 | $813.0K | 0.31% | +1,944+75.0% | Added |
| SBB Research Group LLC | 4,549 | $815.5K | 1.48% | +43+1.0% | Added |
| Pinnacle West Asset Management, Inc. | 4,575 | $820.0K | 0.80% | −40−0.9% | Reduced |
| Palumbo Wealth Management LLC | 4,578 | $820.5K | 0.50% | −840−15.5% | Reduced |
| Versor Investments LP | 4,584 | $821.7K | 0.14% | +2,384+108.4% | Added |
| HM Payson & Co | 4,596 | $823.8K | 0.02% | −104−2.2% | Reduced |
| McAdam, LLC | 4,612 | $826.7K | 0.07% | −15−0.3% | Reduced |