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 |
|---|---|---|---|---|---|
| 1st Source Bank | 6,606 | $1.18M | 0.08% | −320−4.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 6,608 | $1.18M | 1.06% | +44+0.7% | Added |
| Benjamin Edwards Inc | 6,594 | $1.18M | 0.27% | −1,272−16.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,593 | $1.18M | 0.40% | −426−6.1% | Reduced |
| Occidental Asset Management, LLC | 6,584 | $1.18M | 0.27% | +1,758+36.4% | Added |
| Eastern Bank | 6,520 | $1.17M | 0.06% | +6,520 | New |
| Legacy Financial Advisors, Inc. | 6,493 | $1.16M | 0.22% | +424+7.0% | Added |
| Syntal Capital Partners, LLC | 6,465 | $1.16M | 0.46% | −515−7.4% | Reduced |
| Diligent Investors, LLC | 6,461 | $1.16M | 0.34% | 00.0% | Unchanged |
| Simmons Bank | 6,444 | $1.16M | 0.10% | −70−1.1% | Reduced |
| Wealth Management Partners, LLC | 6,440 | $1.15M | 0.73% | +420+7.0% | Added |
| Capital Asset Advisory Services LLC | 6,230 | $1.15M | 0.08% | −188−2.9% | Reduced |
| Northstar Group, Inc. | 6,420 | $1.15M | 0.27% | +5+0.1% | Added |
| K.J. Harrison & Partners Inc | 6,375 | $1.14M | 0.21% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,326 | $1.13M | 0.06% | +141+2.3% | Added |
| Strategic Blueprint, LLC | 6,313 | $1.13M | 0.11% | −404−6.0% | Reduced |
| TrimTabs Asset Management, LLC | 6,274 | $1.12M | 0.57% | −3,298−34.5% | Reduced |
| Reuter James Wealth Management, LLC | 6,266 | $1.12M | 1.35% | −104−1.6% | Reduced |
| Colonial Trust Co | 6,260 | $1.12M | 0.27% | +339+5.7% | Added |
| Hyman Charles D | 6,244 | $1.12M | 0.07% | −56−0.9% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 6,240 | $1.12M | 0.69% | −720−10.3% | Reduced |
| Founders Financial Alliance, LLC | 6,236 | $1.12M | 0.44% | +1,037+19.9% | Added |
| Perpetual Ltd | 6,231 | $1.12M | 0.01% | +40+0.6% | Added |
| Gleason Group, Inc. | 6,226 | $1.12M | 0.29% | +60+1.0% | Added |
| Trail Ridge Investment Advisors, LLC | 6,200 | $1.11M | 0.69% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,151 | $1.10M | 0.02% | +1,176+23.6% | Added |
| Erste Asset Management GmbH | 6,235 | $1.10M | 0.02% | −1,011−14.0% | Reduced |
| Colonial Trust Advisors | 6,099 | $1.09M | 0.12% | −20.0% | Reduced |
| Baldwin Brothers Inc | 6,086 | $1.09M | 0.09% | +116+1.9% | Added |
| Berkshire Asset Management LLC | 6,085 | $1.09M | 0.06% | −12−0.2% | Reduced |
| Marshall Financial Group LLC | 6,083 | $1.09M | 0.37% | −93−1.5% | Reduced |
| Souders Financial Advisors | 6,074 | $1.09M | 0.21% | +1,635+36.8% | Added |
| Mount Yale Investment Advisors, LLC | 6,060 | $1.09M | 0.12% | +66+1.1% | Added |
| Marino, Stram & Associates LLC | 6,059 | $1.09M | 0.31% | −118−1.9% | Reduced |
| Tradewinds Capital Management, LLC | 6,034 | $1.08M | 0.34% | +10.0% | Added |
| Alpha DNA Investment Management LLC | 6,013 | $1.08M | 0.61% | +417+7.5% | Added |
| Bremer Bank National Association | 6,010 | $1.08M | 0.21% | −10−0.2% | Reduced |
| IFP Advisors, Inc | 9,181 | $1.08M | 0.05% | −666−6.8% | Reduced |
| Mach-1 Financial Group, Inc. | 5,978 | $1.07M | 0.43% | +5,933+13,184.4% | Added |
| Brown Capital Management LLC | 5,972 | $1.07M | 0.02% | −10−0.2% | Reduced |
| Barden Capital Management, Inc. | 5,954 | $1.07M | 1.17% | −794−11.8% | Reduced |
| IVC Wealth Advisors LLC | 5,952 | $1.07M | 0.68% | +1,745+41.5% | Added |
| Meridian Wealth Management, LLC | 5,905 | $1.06M | 0.09% | −463−7.3% | Reduced |
| LCNB Corp | 5,887 | $1.06M | 0.45% | +25+0.4% | Added |
| Byrne Asset Management LLC | – | $1.05M | 0.69% | – | – |
| Geneos Wealth Management Inc. | 5,882 | $1.05M | 0.06% | +1,693+40.4% | Added |
| NBT Bank N A | 5,798 | $1.04M | 0.15% | −25−0.4% | Reduced |
| Investors Research Corp | 5,789 | $1.04M | 0.26% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 5,781 | $1.04M | 0.24% | −135−2.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 5,776 | $1.04M | 0.93% | −25−0.4% | Reduced |
| Massachusetts Wealth Management | 5,765 | $1.03M | 0.99% | +90+1.6% | Added |
| Traynor Capital Management, Inc. | 5,758 | $1.03M | 0.13% | −678−10.5% | Reduced |
| Golden State Equity Partners | 5,744 | $1.03M | 0.29% | +2,509+77.6% | Added |
| Jag Capital Management, LLC | 5,740 | $1.03M | 0.12% | +57+1.0% | Added |
| Concord Wealth Partners | 5,731 | $1.03M | 0.22% | +1,437+33.5% | Added |
| Spire Wealth Management | 5,709 | $1.02M | 0.04% | −1,027−15.2% | Reduced |
| Boston Family Office LLC | 5,704 | $1.02M | 0.08% | −1,792−23.9% | Reduced |
| Capital International Inc | 5,683 | $1.02M | 0.02% | +5,683 | New |
| Lindbrook Capital, LLC | 5,660 | $1.01M | 0.11% | −175−3.0% | Reduced |
| Phillips Wealth Planners LLC | 5,659 | $1.01M | 1.33% | +78+1.4% | Added |
| Coastline Trust Co | 5,595 | $1.00M | 0.14% | +267+5.0% | Added |
| Aptus Capital Advisors, LLC | 5,592 | $1.00M | 0.03% | +1,289+30.0% | Added |
| Centaurus Financial, Inc. | 5,584 | $1.00M | 0.09% | −1,783−24.2% | Reduced |
| Herold Advisors, Inc. | 5,581 | $1.00M | 0.31% | +604+12.1% | Added |
| Consolidated Planning Corp | 5,579 | $1.00M | 0.21% | −14,042−71.6% | Reduced |
| Essex Savings Bank | 5,548 | $994.5K | 0.33% | +237+4.5% | Added |
| SageView Advisory Group, LLC | 5,543 | $993.6K | 0.06% | +921+19.9% | Added |
| Xcel Wealth Management, LLC | 5,533 | $991.8K | 0.31% | +300+5.7% | Added |
| Grove Bank & Trust | 5,498 | $985.5K | 0.20% | −96−1.7% | Reduced |
| First National Bank of South Miami | 5,401 | $968.1K | 0.78% | +78+1.5% | Added |
| Main Street Financial Solutions, LLC | 5,397 | $967.3K | 0.13% | +394+7.9% | Added |
| Acadian Asset Management LLC | 5,411 | $967.0K | 0.00% | −1,470−21.4% | Reduced |
| Foster & Motley Inc | 5,385 | $965.0K | 0.07% | −831−13.4% | Reduced |
| Mendel Money Management | 5,380 | $964.4K | 0.50% | +728+15.6% | Added |
| Smith, Moore & Co. | 5,376 | $963.7K | 0.12% | +107+2.0% | Added |
| Ameritas Advisory Services, LLC | 5,355 | $962.6K | 0.12% | −53,357−90.9% | Reduced |
| MKT Advisors LLC | 5,081 | $954.7K | 0.67% | −33−0.6% | Reduced |
| Focus Financial Network, Inc. | 5,325 | $954.6K | 0.05% | −200−3.6% | Reduced |
| Summit Trail Advisors, LLC | 5,292 | $948.6K | 0.04% | +1,613+43.8% | Added |
| Monetary Management Group Inc | 5,291 | $948.4K | 0.29% | −2,025−27.7% | Reduced |
| Fiduciary Group LLC | 5,288 | $947.9K | 0.12% | −260−4.7% | Reduced |
| Rothschild Investment Corp | 5,277 | $946.0K | 0.08% | +448+9.3% | Added |
| David Loasby | 5,268 | $944.4K | 0.10% | +376+7.7% | Added |
| Bangor Savings Bank | 5,257 | $942.3K | 0.11% | +209+4.1% | Added |
| Joel Isaacson & Co., LLC | 5,255 | $942.0K | 0.06% | −420−7.4% | Reduced |
| Twin Capital Management Inc | 5,254 | $941.8K | 0.12% | −4,680−47.1% | Reduced |
| Leonteq Securities AG | 5,240 | $939.3K | 0.10% | +2,989+132.8% | Added |
| Essex Financial Services, Inc. | 5,234 | $938.2K | 0.11% | −1,367−20.7% | Reduced |
| Harbour Investments, Inc. | 5,229 | $937.3K | 0.05% | −101−1.9% | Reduced |
| Boyd Watterson Asset Management LLC | 5,226 | $936.8K | 0.37% | −361−6.5% | Reduced |
| Ronald Blue Trust, Inc. | 4,821 | $936.0K | 0.01% | −2,250−31.8% | Reduced |
| Keudell/Morrison Wealth Management | 5,217 | $935.2K | 0.27% | +30+0.6% | Added |
| Heritage Wealth Advisors | 5,196 | $931.3K | 0.05% | 00.0% | Unchanged |
| Capital Square, LLC | 5,191 | $930.6K | 0.86% | +10.0% | Added |
| Park Place Capital Corp | 5,185 | $929.4K | 0.26% | −552−9.6% | Reduced |
| Chicago Capital, LLC | 5,184 | $929.2K | 0.04% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5,179 | $928.3K | 0.04% | +170+3.4% | Added |
| CRA Financial Services, LLC | 5,170 | $926.7K | 0.25% | +99+2.0% | Added |
| Hapanowicz & Associates Financial Services, Inc | 5,164 | $925.6K | 0.62% | +5,164 | New |
| Sentry Investment Management LLC | 5,163 | $925.0K | 0.35% | +356+7.4% | Added |