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 |
|---|---|---|---|---|---|
| Stone Point Wealth LLC | 13,719 | $2.46M | 1.02% | +163+1.2% | Added |
| Skylands Capital, LLC | 13,705 | $2.46M | 0.35% | −325−2.3% | Reduced |
| AMG National Trust Bank | 13,603 | $2.44M | 0.08% | +501+3.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 13,600 | $2.44M | 0.67% | +216+1.6% | Added |
| Waller Financial Planning Group, Inc | 13,594 | $2.44M | 0.67% | 00.0% | Unchanged |
| Slagle Financial, LLC | 13,543 | $2.43M | 1.51% | +13,543 | New |
| BTC Capital Management, Inc. | 13,462 | $2.42M | 0.26% | +61+0.5% | Added |
| Aull & Monroe Investment Management Corp | 13,511 | $2.42M | 1.22% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 13,511 | $2.42M | 0.24% | +56+0.4% | Added |
| Equitable Holdings, Inc. | 13,409 | $2.40M | 0.03% | +4,532+51.1% | Added |
| Trust Co of Toledo NA | 13,308 | $2.39M | 0.40% | −544−3.9% | Reduced |
| Wetherby Asset Management Inc | 13,249 | $2.37M | 0.13% | −1,837−12.2% | Reduced |
| Knuff & Co LLC | 13,231 | $2.37M | 0.89% | +13+0.1% | Added |
| Cohen Investment Advisors LLC | 13,185 | $2.36M | 1.90% | −1,238−8.6% | Reduced |
| Moors & Cabot, Inc. | 13,165 | $2.36M | 0.16% | −647−4.7% | Reduced |
| Terry L. Blaker | 13,082 | $2.34M | 0.20% | +765+6.2% | Added |
| Addison Capital Co | 13,079 | $2.34M | 1.67% | −845−6.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 13,038 | $2.34M | 1.36% | +90+0.7% | Added |
| Hussman Strategic Advisors, Inc. | 13,000 | $2.33M | 0.43% | −5,600−30.1% | Reduced |
| Ontario Teachers Pension Plan Board | 12,995 | $2.33M | 0.02% | −897−6.5% | Reduced |
| ProVise Management Group, LLC | 12,928 | $2.32M | 0.21% | +361+2.9% | Added |
| Eqis Capital Management, Inc. | 12,887 | $2.31M | 0.26% | −48−0.4% | Reduced |
| Institute for Wealth Management, LLC. | 12,876 | $2.31M | 0.41% | −134−1.0% | Reduced |
| Capital Investment Advisory Services, LLC | 12,862 | $2.31M | 0.23% | −239−1.8% | Reduced |
| Intrua Financial, LLC | 12,851 | $2.30M | 0.41% | +1,149+9.8% | Added |
| Sage Mountain Advisors LLC | 12,847 | $2.30M | 0.33% | +9,957+344.5% | Added |
| Pinnacle Wealth Management Group, Inc. | 12,798 | $2.29M | 2.00% | −550−4.1% | Reduced |
| Mutual Advisors, LLC | 12,768 | $2.29M | 0.09% | +1,279+11.1% | Added |
| Nemes Rush Group LLC | 12,767 | $2.29M | 0.40% | +12,767 | New |
| Rockland Trust Co | 12,755 | $2.29M | 0.14% | +104+0.8% | Added |
| L.M. Kohn & Company | 12,724 | $2.28M | 0.86% | +844+7.1% | Added |
| GYL Financial Synergies, LLC | 12,668 | $2.27M | 0.21% | +682+5.7% | Added |
| Tealwood Asset Management Inc | 12,653 | $2.27M | 1.10% | +21+0.2% | Added |
| Balentine LLC | 12,652 | $2.27M | 0.08% | +2,675+26.8% | Added |
| First Hawaiian Bank | 12,628 | $2.26M | 0.07% | −2,273−15.3% | Reduced |
| Central Trust Co | 12,591 | $2.26M | 0.06% | +1,003+8.7% | Added |
| Azzad Asset Management Inc | 12,591 | $2.26M | 0.30% | +220+1.8% | Added |
| Benedetti & Gucer, Inc. | 12,581 | $2.25M | 1.16% | +66+0.5% | Added |
| Rossmore Private Capital | 12,578 | $2.25M | 0.34% | +75+0.6% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,453 | $2.25M | 0.99% | +29+0.2% | Added |
| Summit Financial, LLC | 12,532 | $2.25M | 0.16% | +3,624+40.7% | Added |
| Cypress Capital, LLC | 12,526 | $2.25M | 0.65% | +79+0.6% | Added |
| Aquatic Capital Management LLC | 12,400 | $2.22M | 0.12% | +12,400 | New |
| Richard Bernstein Advisors LLC | 12,349 | $2.21M | 0.05% | 00.0% | Unchanged |
| Optimum Investment Advisors | 12,319 | $2.21M | 1.08% | +10.0% | Added |
| Auto-Owners Insurance Co | 12,300 | $2.20M | 0.07% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 12,285 | $2.20M | 1.35% | +9+0.1% | Added |
| First Dallas Securities Inc. | 12,286 | $2.20M | 1.23% | −280−2.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 12,283 | $2.20M | 0.07% | −1,607−11.6% | Reduced |
| Financial Partners Group, LLC | 12,275 | $2.20M | 1.11% | +637+5.5% | Added |
| Trust Co of Vermont | 12,224 | $2.19M | 0.14% | −1,134−8.5% | Reduced |
| Caliber Wealth Management, LLC | 12,167 | $2.18M | 1.46% | +1,278+11.7% | Added |
| Connectus Wealth, LLC | 12,124 | $2.17M | 0.05% | +4,043+50.0% | Added |
| Greenleaf Trust | 12,102 | $2.17M | 0.02% | −2,616−17.8% | Reduced |
| Northeast Financial Consultants Inc | 12,044 | $2.16M | 0.13% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 12,043 | $2.16M | 0.09% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 11,992 | $2.15M | 0.74% | +60+0.5% | Added |
| Howland Capital Management LLC | 11,982 | $2.15M | 0.12% | −450−3.6% | Reduced |
| Wealth Alliance | 11,973 | $2.15M | 0.32% | −249−2.0% | Reduced |
| First Bank & Trust | 11,938 | $2.14M | 0.54% | +3,513+41.7% | Added |
| Mengis Capital Management, Inc. | 11,903 | $2.13M | 0.43% | 00.0% | Unchanged |
| Kiwi Wealth Investments Limited Partnership | 11,871 | $2.13M | 0.13% | +11,871 | New |
| Nicholas Hoffman & Company, LLC. | 11,803 | $2.12M | 0.08% | −4,401−27.2% | Reduced |
| Gifford Fong Associates | 11,800 | $2.12M | 0.50% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 11,700 | $2.10M | 0.74% | −140−1.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,672 | $2.09M | 0.22% | −1,178−9.2% | Reduced |
| Wimmer Associates 1, LLC | 11,665 | $2.09M | 1.26% | 00.0% | Unchanged |
| Old National Bancorp | 11,649 | $2.09M | 0.06% | −583−4.8% | Reduced |
| Global Retirement Partners, LLC | 11,585 | $2.08M | 0.10% | −495−4.1% | Reduced |
| Bailard, Inc. | 11,579 | $2.08M | 0.07% | −1,287−10.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 11,557 | $2.07M | 0.20% | +2,064+21.7% | Added |
| BerganKDV Wealth Management, LLC | 11,535 | $2.07M | 0.21% | −106−0.9% | Reduced |
| iA Global Asset Management Inc. | 11,532 | $2.07M | 0.05% | +11,532 | New |
| Private Trust Co NA | 11,523 | $2.07M | 0.26% | +434+3.9% | Added |
| Slow Capital, Inc. | 11,481 | $2.06M | 0.36% | +85+0.7% | Added |
| Redwood Investment Management, LLC | 11,448 | $2.05M | 0.21% | +1,449+14.5% | Added |
| Pensionfund Sabic | 11,400 | $2.04M | 0.68% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 11,349 | $2.03M | 0.64% | −514−4.3% | Reduced |
| Integrated Advisors Network LLC | 11,336 | $2.03M | 0.12% | −2,029−15.2% | Reduced |
| Excalibur Management Corp | 11,289 | $2.02M | 1.03% | −78−0.7% | Reduced |
| Beacon Investment Advisors LLC | 11,288 | $2.02M | 1.38% | +176+1.6% | Added |
| Loudon Investment Management, LLC | 11,252 | $2.02M | 1.33% | +45+0.4% | Added |
| Hedges Asset Management LLC | 11,200 | $2.01M | 1.70% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,200 | $2.01M | 0.16% | +9,168+451.2% | Added |
| Hilltop Holdings Inc. | 11,147 | $2.00M | 0.25% | +275+2.5% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 11,137 | $2.00M | 0.01% | −1,497−11.8% | Reduced |
| Verition Fund Management LLC | 11,072 | $1.98M | 0.03% | +9,294+522.7% | Added |
| Brighton Jones LLC | 10,962 | $1.96M | 0.10% | −131−1.2% | Reduced |
| Meeder Advisory Services, Inc. | 10,916 | $1.96M | 0.21% | −443−3.9% | Reduced |
| Zurich Insurance Group Ltd | 10,900 | $1.95M | 0.02% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 10,812 | $1.94M | 1.06% | +71+0.7% | Added |
| Modus Advisors, LLC | 10,792 | $1.93M | 0.83% | +254+2.4% | Added |
| R.H. Dinel Investment Counsel, Inc. | 10,675 | $1.91M | 1.34% | −325−3.0% | Reduced |
| Cantor Fitzgerald, L. P. | 10,655 | $1.91M | 0.04% | +148+1.4% | Added |
| BKD Wealth Advisors, LLC | 10,630 | $1.91M | 0.06% | −304−2.8% | Reduced |
| Sandy Spring Bank | 10,571 | $1.89M | 0.10% | +284+2.8% | Added |
| Green Square Capital Advisors LLC | 10,568 | $1.89M | 0.24% | +10,568 | New |
| Resources Investment Advisors, LLC. | 10,561 | $1.89M | 0.04% | +7+0.1% | Added |
| Neville Rodie & Shaw Inc | 10,560 | $1.89M | 0.16% | 00.0% | Unchanged |
| Horan Securities, Inc. | 10,554 | $1.89M | 0.80% | +49+0.5% | Added |