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 |
|---|---|---|---|---|---|
| VeraBank, N.A. | 5,131 | $919.7K | 0.35% | −35−0.7% | Reduced |
| Intellectus Partners, LLC | 5,130 | $919.5K | 0.28% | +8+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,122 | $918.1K | 0.01% | −28−0.5% | Reduced |
| Ar Asset Management Inc | 5,100 | $914.0K | 0.25% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,099 | $914.0K | 0.02% | +2,694+112.0% | Added |
| Qtron Investments LLC | 5,094 | $913.1K | 0.17% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 5,080 | $910.6K | 0.20% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 4,885 | $904.8K | 0.23% | +381+8.5% | Added |
| Amica Retiree Medical Trust | 5,043 | $904.0K | 1.01% | −322−6.0% | Reduced |
| apricus wealth, LLC | 4,935 | $901.8K | 0.79% | −14−0.3% | Reduced |
| Americana Partners, LLC | 5,029 | $901.4K | 0.12% | +1,051+26.4% | Added |
| Deseret Mutual Benefit Administrators | 5,025 | $900.7K | 0.35% | +241+5.0% | Added |
| Southeast Asset Advisors Inc. | 5,016 | $899.1K | 0.13% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 5,011 | $898.2K | 0.05% | −55−1.1% | Reduced |
| Guardian Investment Management | 5,005 | $897.1K | 0.77% | +5,005 | New |
| Quadrant Capital Group LLC | 5,004 | $897.0K | 0.09% | −1,905−27.6% | Reduced |
| Community Trust & Investment Co | 5,000 | $896.3K | 0.07% | 00.0% | Unchanged |
| CPR Investments Inc. | 5,000 | $896.3K | 0.86% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 4,891 | $893.8K | 0.47% | +176+3.7% | Added |
| Solitude Financial Services | 4,982 | $893.0K | 0.51% | −18−0.4% | Reduced |
| Fernwood Investment Management, LLC | 4,963 | $889.6K | 0.32% | −100−2.0% | Reduced |
| Lumature Wealth Partners, LLC | 4,933 | $884.2K | 0.53% | −18−0.4% | Reduced |
| Ropes Wealth Advisors LLC | 4,916 | $881.1K | 0.15% | +14+0.3% | Added |
| Peoples Financial Services Corp. | 4,912 | $880.5K | 0.39% | −135−2.7% | Reduced |
| Inceptionr LLC | 4,901 | $878.5K | 0.47% | +4,901 | New |
| NVWM, LLC | 4,900 | $878.3K | 0.29% | +5+0.1% | Added |
| De Burlo Group Inc | 4,894 | $877.3K | 0.15% | −380−7.2% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,894 | $877.3K | 0.59% | −50−1.0% | Reduced |
| Lantz Financial LLC | 4,888 | $876.1K | 0.34% | −212−4.2% | Reduced |
| Valmark Advisers, Inc. | 4,887 | $876.1K | 0.02% | −64−1.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,879 | $874.5K | 0.22% | +234+5.0% | Added |
| McKinley Capital Management LLC /Delaware | 4,876 | $874.0K | 0.12% | +470+10.7% | Added |
| Blackston Financial Advisory Group, LLC | 4,871 | $873.0K | 0.63% | −552−10.2% | Reduced |
| Capital Insight Partners, LLC | 4,866 | $872.2K | 0.20% | −74−1.5% | Reduced |
| Advisors Management Group Inc | 4,863 | $872.0K | 0.26% | −44−0.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,865 | $872.0K | 0.06% | −474−8.9% | Reduced |
| Annex Advisory Services, LLC | 4,855 | $870.4K | 0.05% | +445+10.1% | Added |
| Alaska Permanent Fund Corp | 4,855 | $870.3K | 0.02% | +4,855 | New |
| Buttonwood Financial Advisors Inc. | 4,847 | $868.8K | 0.54% | −13−0.3% | Reduced |
| Paragon Financial Partners, Inc. | 4,831 | $865.9K | 0.82% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,819 | $864.0K | 0.42% | −296−5.8% | Reduced |
| Mork Capital Management, LLC | 4,820 | $864.0K | 0.66% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 4,803 | $860.9K | 0.22% | +236+5.2% | Added |
| OmniStar Financial Group, Inc. | 4,803 | $860.4K | 1.01% | −782−14.0% | Reduced |
| Forum Financial Management, LP | 4,790 | $858.6K | 0.02% | +446+10.3% | Added |
| Pettee Investors, Inc. | 4,780 | $856.8K | 0.39% | −60−1.2% | Reduced |
| City State Bank | 4,774 | $856.0K | 0.46% | −111−2.3% | Reduced |
| DeDora Capital, Inc. | 4,762 | $853.6K | 0.33% | −114−2.3% | Reduced |
| Longfellow Investment Management Co LLC | 4,737 | $849.1K | 0.19% | +192+4.2% | Added |
| Summit Global Investments | 4,696 | $842.0K | 0.06% | +4,696 | New |
| Stableford Capital II LLC | 4,666 | $841.7K | 0.37% | +4,666 | New |
| Allred Capital Management, LLC | 4,684 | $839.7K | 0.41% | −904−16.2% | Reduced |
| Meitav Dash Investments Ltd | 4,750 | $835.3K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,657 | $834.7K | 0.11% | −14−0.3% | Reduced |
| Dividend Assets Capital, LLC | 4,643 | $832.0K | 0.17% | −77−1.6% | Reduced |
| MTM Investment Management, LLC | 4,622 | $828.6K | 0.40% | +20.0% | Added |
| Morningstar Investment Management LLC | 4,622 | $828.0K | 0.11% | +2,257+95.4% | Added |
| McAdam, LLC | 4,612 | $826.7K | 0.07% | −15−0.3% | Reduced |
| HM Payson & Co | 4,596 | $823.8K | 0.02% | −104−2.2% | Reduced |
| Versor Investments LP | 4,584 | $821.7K | 0.14% | +2,384+108.4% | Added |
| Palumbo Wealth Management LLC | 4,578 | $820.5K | 0.50% | −840−15.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,575 | $820.0K | 0.80% | −40−0.9% | Reduced |
| SBB Research Group LLC | 4,549 | $815.5K | 1.48% | +43+1.0% | Added |
| Ogorek Anthony Joseph | 4,537 | $813.0K | 0.31% | +1,944+75.0% | Added |
| Principle Wealth Partners LLC | 4,527 | $811.5K | 0.08% | 00.0% | Unchanged |
| DAGCO, Inc. | 4,526 | $811.2K | 0.40% | +3+0.1% | Added |
| Harbor Investment Advisory, LLC | 4,524 | $810.9K | 0.11% | +20+0.4% | Added |
| Astoria Portfolio Advisors LLC. | 4,373 | $810.6K | 0.31% | +406+10.2% | Added |
| Lyell Wealth Management, LP | 4,518 | $809.9K | 0.10% | −52−1.1% | Reduced |
| Imprint Wealth LLC | 4,515 | $809.3K | 0.51% | +24+0.5% | Added |
| 44 Wealth Management LLC | 4,484 | $803.8K | 0.27% | −10,305−69.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,475 | $802.2K | 0.01% | −2,122−32.2% | Reduced |
| S.A. Mason LLC | 4,111 | $797.5K | 0.58% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 4,445 | $796.8K | 0.23% | +10.0% | Added |
| Oakworth Capital, Inc. | 4,429 | $793.9K | 0.07% | −88−1.9% | Reduced |
| Credential Qtrade Securities Inc. | 4,415 | $791.4K | 0.05% | −178−3.9% | Reduced |
| Investors Asset Management of Georgia Inc | 4,412 | $790.9K | 0.41% | −35−0.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,409 | $790.4K | 0.15% | +65+1.5% | Added |
| West Paces Advisors Inc. | 4,386 | $786.2K | 0.23% | −285−6.1% | Reduced |
| Evermay Wealth Management LLC | 4,384 | $785.8K | 0.15% | −205−4.5% | Reduced |
| Jeppson Wealth Management, LLC | 4,381 | $785.3K | 0.34% | +602+15.9% | Added |
| Q Capital Solutions | 4,375 | $784.2K | 0.69% | −4,805−52.3% | Reduced |
| Geller Advisors LLC | 4,367 | $782.8K | 0.10% | +2,996+218.5% | Added |
| Triangle Securities Wealth Management | 4,345 | $778.8K | 0.27% | −257−5.6% | Reduced |
| KWB Wealth | 4,310 | $772.6K | 0.12% | +877+25.5% | Added |
| V-Square Quantitative Management LLC | 4,310 | $772.6K | 0.56% | −135−3.0% | Reduced |
| JFS Wealth Advisors, LLC | 4,304 | $771.5K | 0.07% | +22+0.5% | Added |
| CKW Financial Group | 4,301 | $771.0K | 0.12% | +4,301 | New |
| Meyer Handelman Co | 4,300 | $770.8K | 0.03% | −1,500−25.9% | Reduced |
| True Wealth Design, LLC | 4,285 | $768.1K | 0.28% | +10.0% | Added |
| Chicago Partners Investment Group LLC | 4,181 | $766.6K | 0.04% | +372+9.8% | Added |
| Salvus Wealth Management, LLC | 4,276 | $766.5K | 0.59% | +93+2.2% | Added |
| Human Investing LLC | 4,257 | $763.0K | 0.17% | −401−8.6% | Reduced |
| Cohen Capital Management, Inc. | 4,250 | $761.8K | 0.15% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 4,234 | $758.9K | 0.42% | +4,234 | New |
| Simon Quick Advisors, LLC | 4,189 | $750.9K | 0.07% | −104−2.4% | Reduced |
| Transcend Wealth Collective, LLC | 4,189 | $750.9K | 0.07% | −7,478−64.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,177 | $748.7K | 0.56% | −15−0.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,176 | $748.5K | 0.10% | −20−0.5% | Reduced |
| Vista Investment Management | 4,171 | $747.6K | 0.38% | +59+1.4% | Added |