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 |
|---|---|---|---|---|---|
| Canandaigua National Bank & Trust Co | 10,524 | $1.89M | 0.31% | −2,630−20.0% | Reduced |
| Wahed Invest LLC | 10,471 | $1.88M | 0.66% | +993+10.5% | Added |
| United Community Bank | 10,400 | $1.86M | 1.64% | +259+2.6% | Added |
| Caption Management, LLC | 10,400 | $1.86M | 0.33% | +10,400 | New |
| Hunter Associates Investment Management LLC | 10,377 | $1.86M | 0.36% | −855−7.6% | Reduced |
| Fundamentun, LLC | 10,352 | $1.86M | 0.28% | +897+9.5% | Added |
| Norway Savings Bank | 10,347 | $1.85M | 1.01% | +65+0.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,337 | $1.85M | 1.28% | −200−1.9% | Reduced |
| Apollon Wealth Management, LLC | 10,324 | $1.85M | 0.09% | +406+4.1% | Added |
| Level Four Advisory Services, LLC | 10,321 | $1.85M | 0.11% | +1,530+17.4% | Added |
| Garner Asset Management Corp | 10,271 | $1.84M | 1.07% | −3,932−27.7% | Reduced |
| Gabelli Funds LLC | 10,250 | $1.84M | 0.01% | −425−4.0% | Reduced |
| Matrix Trust Co | 10,247 | $1.84M | 0.47% | +523+5.4% | Added |
| Parsons Capital Management Inc | 10,211 | $1.83M | 0.14% | +2,151+26.7% | Added |
| WSFS Capital Management, LLC | 10,197 | $1.83M | 0.17% | −58−0.6% | Reduced |
| Mountain Capital Investment Advisors, Inc | 9,698 | $1.83M | 0.69% | −2,580−21.0% | Reduced |
| Wrapmanager Inc | 10,175 | $1.82M | 0.56% | +82+0.8% | Added |
| Convergence Investment Partners, LLC | 10,146 | $1.82M | 1.04% | −112−1.1% | Reduced |
| Cora Capital Advisors LLC | 10,141 | $1.82M | 1.21% | +163+1.6% | Added |
| Stoneridge Investment Partners LLC | 10,139 | $1.82M | 0.79% | +1,189+13.3% | Added |
| IHT Wealth Management, LLC | 10,080 | $1.81M | 0.09% | +546+5.7% | Added |
| TKG Advisors, LLC | 10,074 | $1.81M | 1.17% | +3,490+53.0% | Added |
| Lavaca Capital LLC | 10,056 | $1.80M | 0.56% | +4,372+76.9% | Added |
| Providence Capital Advisors, LLC | 10,021 | $1.80M | 0.46% | +199+2.0% | Added |
| American Assets Investment Management, LLC | 10,000 | $1.79M | 0.20% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 9,981 | $1.79M | 1.22% | −143−1.4% | Reduced |
| RFG Advisory, LLC | 9,968 | $1.79M | 0.08% | +1,942+24.2% | Added |
| Simplex Trading, LLC | 9,932 | $1.78M | 0.08% | +9,932 | New |
| Intrust Bank NA | 9,910 | $1.78M | 0.22% | −95−0.9% | Reduced |
| NorthRock Partners, LLC | 9,868 | $1.77M | 0.19% | +185+1.9% | Added |
| Sompo Asset Management Co., Ltd. | 9,820 | $1.76M | 0.33% | +7,980+433.7% | Added |
| Aberdeen Wealth Management LLC | 9,795 | $1.76M | 1.27% | +20.0% | Added |
| Fayez Sarofim & Co | 9,761 | $1.75M | 0.01% | +455+4.9% | Added |
| Mitchell Sinkler & Starr | 9,750 | $1.75M | 0.50% | +285+3.0% | Added |
| Paralel Advisors LLC | 9,746 | $1.75M | 0.09% | +1,301+15.4% | Added |
| Hudson Canyon Capital Management | 9,721 | $1.74M | 1.37% | −322−3.2% | Reduced |
| Moneywise, Inc. | 9,701 | $1.74M | 1.08% | 00.0% | Unchanged |
| Proquility Private Wealth Partners, LLC | 9,698 | $1.74M | 0.68% | −78−0.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 9,692 | $1.74M | 0.13% | −26−0.3% | Reduced |
| Access Financial Services, Inc. | 9,691 | $1.74M | 1.01% | +501+5.5% | Added |
| ForthRight Wealth Management, LLC | 9,672 | $1.73M | 0.72% | −245−2.5% | Reduced |
| Advance Capital Management, Inc. | 9,671 | $1.73M | 0.20% | −200−2.0% | Reduced |
| Girard Partners Ltd. | 9,620 | $1.72M | 0.18% | −9,885−50.7% | Reduced |
| High Net Worth Advisory Group LLC | 9,547 | $1.71M | 0.66% | +48+0.5% | Added |
| Werlinich Asset Management, LLC | 9,455 | $1.69M | 1.36% | +50+0.5% | Added |
| JT Stratford LLC | 9,450 | $1.69M | 0.46% | −4,002−29.8% | Reduced |
| Sweet Financial Partners, LLC | 9,443 | $1.69M | 0.44% | +3,299+53.7% | Added |
| Fund Management at Engine No. 1 LLC | 9,435 | $1.69M | 0.31% | +584+6.6% | Added |
| CAPROCK Group, Inc. | 9,407 | $1.69M | 0.12% | −2,018−17.7% | Reduced |
| Strengthening Families & Communities, LLC | 9,349 | $1.68M | 0.73% | +1,036+12.5% | Added |
| San Luis Wealth Advisors LLC | 9,345 | $1.68M | 0.59% | +3,034+48.1% | Added |
| Cim, LLC | 9,292 | $1.67M | 0.31% | +4,824+108.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,276 | $1.66M | 0.17% | −900−8.8% | Reduced |
| Genus Capital Management Inc. | 9,271 | $1.66M | 0.24% | +9,271 | New |
| Coppell Advisory Solutions LLC | 9,404 | $1.66M | 0.49% | +1,427+17.9% | Added |
| Ascension Asset Management LLC | 9,208 | $1.65M | 1.01% | +9,208 | New |
| Royal Fund Management, LLC | 9,199 | $1.65M | 0.23% | +469+5.4% | Added |
| Arjuna Capital | 9,166 | $1.64M | 0.58% | −1,953−17.6% | Reduced |
| AFS Financial Group, LLC | 9,122 | $1.64M | 1.06% | +736+8.8% | Added |
| Desjardins Global Asset Management Inc. | 9,099 | $1.63M | 0.19% | +1,196+15.1% | Added |
| Lineweaver Wealth Advisors, LLC | 9,087 | $1.63M | 0.46% | +510+5.9% | Added |
| Nilsine Partners, LLC | 9,093 | $1.63M | 0.24% | +137+1.5% | Added |
| Compton Wealth Advisory Group, LLC | 9,064 | $1.62M | 0.54% | −97−1.1% | Reduced |
| PYA Waltman Capital, LLC | 9,253 | $1.62M | 0.70% | +2,343+33.9% | Added |
| Weaver C. Barksdale & Associates, Inc. | 9,026 | $1.62M | 1.60% | −552−5.8% | Reduced |
| LGT Fund Management Co Ltd. | 9,000 | $1.61M | 0.74% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 8,992 | $1.61M | 0.48% | −192−2.1% | Reduced |
| Arden Trust Co | 8,987 | $1.61M | 0.26% | −4,449−33.1% | Reduced |
| Hutner Capital Management Inc | 8,986 | $1.61M | 0.94% | +10.0% | Added |
| SOA Wealth Advisors, LLC. | 8,971 | $1.61M | 0.38% | +30.0% | Added |
| Symmetry Partners, LLC | 8,947 | $1.60M | 0.08% | +1,244+16.1% | Added |
| Ameritas Investment Partners, Inc. | 8,868 | $1.59M | 0.06% | −214−2.4% | Reduced |
| Pacific Global Investment Management CO | 8,802 | $1.58M | 0.33% | +40.0% | Added |
| Petredis Investment Advisors LLC | 8,801 | $1.58M | 0.22% | +20.0% | Added |
| Cigna Investments Inc | 8,785 | $1.57M | 0.29% | −127−1.4% | Reduced |
| Red Cedar Investment Management, LLC | 8,755 | $1.57M | 0.24% | 00.0% | Unchanged |
| SPC Financial, Inc. | 8,747 | $1.57M | 0.17% | −424−4.6% | Reduced |
| Gouws Capital LLC | 8,740 | $1.57M | 1.29% | +2,914+50.0% | Added |
| Independent Solutions Wealth Management, LLC | 8,735 | $1.57M | 0.42% | +7,409+558.7% | Added |
| Moloney Securities Asset Management, LLC | 8,675 | $1.55M | 0.27% | −269−3.0% | Reduced |
| Applied Capital LLC | 8,594 | $1.54M | 1.46% | +8+0.1% | Added |
| Carson Advisory Inc. | 8,532 | $1.53M | 1.29% | +349+4.3% | Added |
| Wolff Wiese Magana LLC | 8,523 | $1.53M | 1.18% | +72+0.9% | Added |
| Ingalls & Snyder LLC | 8,510 | $1.52M | 0.07% | −400−4.5% | Reduced |
| First County Bank | 8,489 | $1.52M | 0.74% | +1,753+26.0% | Added |
| MSH Capital Advisors LLC | 8,483 | $1.52M | 0.56% | +1,035+13.9% | Added |
| SeaBridge Investment Advisors LLC | 8,465 | $1.52M | 0.50% | +2,480+41.4% | Added |
| Gratus Capital LLC | 8,437 | $1.51M | 0.10% | +39+0.5% | Added |
| Profund Advisors LLC | 8,433 | $1.51M | 0.08% | +638+8.2% | Added |
| Transamerica Financial Advisors, Inc. | 8,430 | $1.51M | 0.20% | +252+3.1% | Added |
| Banco Santander, S.A. | 8,421 | $1.51M | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 8,409 | $1.51M | 0.19% | +749+9.8% | Added |
| Insigneo Advisory Services, LLC | 8,362 | $1.50M | 0.29% | +3,876+86.4% | Added |
| Independent Financial Group, LLC | 8,337 | $1.49M | 0.10% | −178−2.1% | Reduced |
| DF Dent & Co Inc | 8,300 | $1.49M | 0.02% | −11−0.1% | Reduced |
| Invesco, LLC | 8,225 | $1.47M | 0.73% | +8,225 | New |
| Two Sigma Advisers, LP | 8,200 | $1.47M | 0.00% | +6,100+290.5% | Added |
| Davidson Capital Management Inc. | 8,171 | $1.46M | 0.73% | +106+1.3% | Added |
| Cornerstone Wealth Management, LLC | 8,123 | $1.46M | 0.13% | −391−4.6% | Reduced |
| Bigelow Investment Advisors, LLC | 8,119 | $1.46M | 0.80% | +87+1.1% | Added |