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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 8,079 | $1.45M | 0.05% | −535−6.2% | Reduced |
| Csenge Advisory Group | 8,072 | $1.45M | 0.10% | −788−8.9% | Reduced |
| Voya Financial Advisors, Inc. | 8,197 | $1.44M | 0.17% | +43+0.5% | Added |
| TFG Advisers LLC | 8,038 | $1.44M | 0.65% | +372+4.9% | Added |
| Confluence Wealth Services, Inc. | 8,011 | $1.44M | 0.31% | +858+12.0% | Added |
| Duff & Phelps Investment Management Co | 8,003 | $1.43M | 0.02% | +200+2.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.43M | 0.51% | 00.0% | Unchanged |
| Chicago Trust Co NA | 7,997 | $1.43M | 0.34% | −853−9.6% | Reduced |
| Amplius Wealth Advisors, LLC | 7,988 | $1.43M | 0.19% | −39−0.5% | Reduced |
| Bridgewater Associates, LP | 7,975 | $1.43M | 0.01% | −109,401−93.2% | Reduced |
| Financial Architects, Inc | 7,975 | $1.43M | 0.22% | −38−0.5% | Reduced |
| Trust Co of Virginia | 7,960 | $1.43M | 0.15% | −533−6.3% | Reduced |
| Panagora Asset Management Inc | 7,937 | $1.42M | 0.01% | −385,951−98.0% | Reduced |
| Silvant Capital Management LLC | 7,918 | $1.42M | 0.08% | −5−0.1% | Reduced |
| Brown Miller Wealth Management, LLC | 7,908 | $1.42M | 0.77% | +175+2.3% | Added |
| Redmond Asset Management, LLC | 7,873 | $1.41M | 0.46% | +1,125+16.7% | Added |
| Dakota Wealth Management | 7,810 | $1.40M | 0.07% | +79+1.0% | Added |
| Chesapeake Wealth Management | 7,783 | $1.40M | 0.55% | +947+13.9% | Added |
| Schechter Investment Advisors, LLC | 7,755 | $1.39M | 0.12% | −717−8.5% | Reduced |
| Spears Abacus Advisors LLC | 7,751 | $1.39M | 0.11% | −325−4.0% | Reduced |
| Regal Investment Advisors LLC | 7,732 | $1.39M | 0.12% | +749+10.7% | Added |
| Fiduciary Trust Co | 7,731 | $1.39M | 0.02% | −340−4.2% | Reduced |
| Adviser Investments LLC | 7,718 | $1.38M | 0.03% | −67,184−89.7% | Reduced |
| DT Investment Partners, LLC | 7,426 | $1.38M | 0.16% | +33+0.4% | Added |
| Mission Wealth Management, LP | 7,667 | $1.37M | 0.05% | +494+6.9% | Added |
| Laidlaw Wealth Management LLC | 7,664 | $1.37M | 0.27% | +1,833+31.4% | Added |
| Raleigh Capital Management Inc. | 7,607 | $1.36M | 0.68% | −560−6.9% | Reduced |
| Checchi Capital Advisers, LLC | 7,603 | $1.36M | 0.12% | +319+4.4% | Added |
| Keystone Financial Group | 7,594 | $1.36M | 0.23% | +7,594 | New |
| Cooper Financial Group | 7,576 | $1.36M | 0.34% | +1,572+26.2% | Added |
| Hexagon Capital Partners LLC | 7,575 | $1.36M | 0.36% | −103−1.3% | Reduced |
| Harrington Investments, INC | 7,563 | $1.36M | 0.89% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 7,548 | $1.35M | 0.13% | −225−2.9% | Reduced |
| Brookfield Asset Management Inc. | 7,517 | $1.35M | 0.01% | +4,216+127.7% | Added |
| Lakewood Asset Management LLC | 7,493 | $1.34M | 1.06% | +27+0.4% | Added |
| Maltin Wealth Management, Inc. | 7,489 | $1.34M | 0.95% | +3,819+104.1% | Added |
| Centiva Capital, LP | 7,473 | $1.34M | 0.07% | +7,473 | New |
| Taylor Hoffman Wealth Management | 7,459 | $1.34M | 0.67% | +75+1.0% | Added |
| Alpha Omega Wealth Management LLC | 7,460 | $1.34M | 0.23% | −123−1.6% | Reduced |
| D.B. Root & Company, LLC | 7,452 | $1.34M | 0.51% | +259+3.6% | Added |
| Private Portfolio Partners LLC | 7,445 | $1.33M | 0.34% | +14+0.2% | Added |
| SevenBridge Financial Group, LLC | 7,433 | $1.33M | 0.34% | −152−2.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 7,420 | $1.33M | 1.42% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 7,411 | $1.33M | 0.43% | +5+0.1% | Added |
| Johnson Financial Group, Inc. | 7,405 | $1.33M | 0.09% | +1,455+24.5% | Added |
| Nwam LLC | 7,391 | $1.32M | 0.11% | +2,458+49.8% | Added |
| Argent Advisors, Inc. | 7,385 | $1.32M | 0.61% | +190+2.6% | Added |
| V Wealth Advisors LLC | 7,381 | $1.32M | 0.23% | +99+1.4% | Added |
| PFG Investments, LLC | 7,373 | $1.32M | 0.24% | +102+1.4% | Added |
| Arnhold LLC | 7,370 | $1.32M | 0.15% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 7,051 | $1.32M | 0.79% | +7,051 | New |
| SeaCrest Wealth Management, LLC | 7,329 | $1.31M | 0.17% | −484−6.2% | Reduced |
| AIMZ Investment Advisors, LLC | 7,325 | $1.31M | 0.56% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 7,314 | $1.31M | 0.14% | +713+10.8% | Added |
| Lincoln Capital LLC | 7,305 | $1.31M | 0.34% | −35−0.5% | Reduced |
| Carmel Capital Partners, LLC | 7,303 | $1.31M | 0.67% | +464+6.8% | Added |
| Arrow Financial Corp | 7,277 | $1.30M | 0.16% | −5,716−44.0% | Reduced |
| Estate Counselors, LLC | 7,275 | $1.30M | 0.17% | +7,275 | New |
| Paragon Private Wealth Management, LLC | 7,254 | $1.30M | 1.03% | +97+1.4% | Added |
| Corundum Group, Inc. | 7,236 | $1.30M | 0.65% | −1,583−17.9% | Reduced |
| Alaethes Wealth LLC | 7,229 | $1.30M | 0.71% | +185+2.6% | Added |
| Financial Advocates Investment Management | 7,195 | $1.29M | 0.10% | +1,271+21.5% | Added |
| Archford Capital Strategies, LLC | 6,845 | $1.29M | 0.24% | +1,101+19.2% | Added |
| Guardian Capital Advisors LP | 6,905 | $1.29M | 0.15% | 00.0% | Unchanged |
| Bollard Group LLC | 7,172 | $1.29M | 0.04% | +147+2.1% | Added |
| Abbrea Capital, LLC | 7,123 | $1.28M | 0.20% | +55+0.8% | Added |
| Affinity Wealth Management LLC | 7,120 | $1.28M | 0.29% | +167+2.4% | Added |
| Coastal Investment Advisors, Inc. | 7,116 | $1.28M | 0.28% | −566−7.4% | Reduced |
| Northwest & Ethical Investments L.P. | 7,088 | $1.27M | 0.04% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 7,081 | $1.27M | 0.31% | +61+0.9% | Added |
| Ipswich Investment Management Co., Inc. | 7,077 | $1.27M | 0.33% | +173+2.5% | Added |
| Patriot Investment Management Inc. | 7,068 | $1.27M | 0.11% | −923−11.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,057 | $1.26M | 0.01% | −31,998−81.9% | Reduced |
| Old Second National Bank of Aurora | 7,050 | $1.26M | 0.37% | +19+0.3% | Added |
| Compass Wealth Management LLC | 7,043 | $1.26M | 0.38% | +1,944+38.1% | Added |
| Noble Family Wealth, LLC | 7,030 | $1.26M | 0.41% | 00.0% | Unchanged |
| WT Wealth Management | 7,027 | $1.26M | 0.52% | +246+3.6% | Added |
| SNS Financial Group, LLC | 7,011 | $1.26M | 0.16% | −20−0.3% | Reduced |
| Hartford Financial Management Inc. | 7,000 | $1.25M | 0.31% | 00.0% | Unchanged |
| Constitution Capital LLC | 6,984 | $1.25M | 0.71% | −179−2.5% | Reduced |
| Fortem Financial Group, LLC | 6,984 | $1.25M | 0.74% | −150−2.1% | Reduced |
| First Financial Bank - Trust Division | 6,979 | $1.25M | 0.13% | −136−1.9% | Reduced |
| Diversified Trust Co | 6,954 | $1.25M | 0.05% | +2,363+51.5% | Added |
| First United Bank Trust | 6,933 | $1.24M | 0.55% | −20−0.3% | Reduced |
| AdvisorNet Financial, Inc | 6,914 | $1.24M | 0.11% | −74−1.1% | Reduced |
| Probity Advisors, Inc. | 6,911 | $1.24M | 0.27% | +6,911 | New |
| TCM Advisors, LLC | – | $1.24M | 0.53% | – | – |
| Bank of Hawaii | 6,875 | $1.23M | 0.07% | −240−3.4% | Reduced |
| Washington Trust Co | 6,860 | $1.23M | 0.05% | −23−0.3% | Reduced |
| Stiles Financial Services Inc | 6,833 | $1.22M | 0.61% | +481+7.6% | Added |
| Ritholtz Wealth Management | 6,810 | $1.22M | 0.05% | +502+8.0% | Added |
| Woodard & Co Asset Management Group Inc | 6,777 | $1.21M | 0.40% | +26+0.4% | Added |
| Trust Investment Advisors | 6,756 | $1.21M | 0.98% | +131+2.0% | Added |
| Clarius Group, LLC | 6,720 | $1.20M | 0.09% | −650−8.8% | Reduced |
| Founders Financial Securities LLC | 6,689 | $1.20M | 0.16% | −351−5.0% | Reduced |
| Central Bank & Trust Co | 6,673 | $1.20M | 0.20% | +29+0.4% | Added |
| Western Wealth Management, LLC | 6,655 | $1.19M | 0.10% | −181−2.6% | Reduced |
| Pegasus Partners Ltd. | 6,638 | $1.19M | 0.17% | −30−0.4% | Reduced |
| Goldstone Financial Group, LLC | 6,635 | $1.19M | 0.35% | −88−1.3% | Reduced |
| Family Asset Management, LLC | 6,612 | $1.19M | 0.80% | 00.0% | Unchanged |