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 |
|---|---|---|---|---|---|
| Waldron Private Wealth LLC | 4,168 | $747.1K | 0.04% | −3,055−42.3% | Reduced |
| Tradewinds, LLC. | 4,167 | $747.0K | 0.44% | +396+10.5% | Added |
| EverSource Wealth Advisors, LLC | 4,148 | $743.5K | 0.08% | −626−13.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,135 | $741.0K | 0.00% | −787−16.0% | Reduced |
| Hengehold Capital Management LLC | 4,132 | $740.7K | 0.10% | +329+8.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,118 | $738.2K | 0.11% | −10−0.2% | Reduced |
| SC&H Financial Advisors, Inc. | 4,112 | $737.1K | 0.24% | −8−0.2% | Reduced |
| Greenwich Wealth Management LLC | 4,114 | $737.0K | 0.08% | −22−0.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,095 | $734.0K | 0.22% | −10−0.2% | Reduced |
| Putnam Investments LLC | 4,085 | $732.2K | 0.00% | −16,734−80.4% | Reduced |
| Barr E S & Co | 4,077 | $730.8K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 4,070 | $729.5K | 0.26% | +513+14.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,062 | $729.1K | 0.06% | −157−3.7% | Reduced |
| SRN Advisors, LLC | 4,063 | $728.3K | 0.65% | −122−2.9% | Reduced |
| Acropolis Investment Management, LLC | 4,043 | $724.7K | 0.06% | −475−10.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,039 | $724.0K | 0.12% | −912−18.4% | Reduced |
| Elk River Wealth Management, LLC | 4,014 | $719.5K | 0.15% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 4,007 | $718.3K | 0.44% | +32+0.8% | Added |
| Continuum Advisory, LLC | 3,978 | $713.0K | 0.11% | −140−3.4% | Reduced |
| Virtus ETF Advisers LLC | 3,965 | $710.7K | 0.42% | −952−19.4% | Reduced |
| Ocean Capital Management, LLC | 3,938 | $705.9K | 0.32% | −3,804−49.1% | Reduced |
| Wealthspire Advisors, LLC | 3,916 | $701.9K | 0.01% | −88−2.2% | Reduced |
| Trustco Bank Corp N Y | 3,910 | $700.9K | 0.75% | −200−4.9% | Reduced |
| Nomura Holdings Inc | 3,906 | $700.2K | 0.01% | −8,736−69.1% | Reduced |
| Royal Capital Wealth Management, LLC | 3,906 | $700.1K | 0.66% | −63−1.6% | Reduced |
| Liberty Wealth Management LLC | 3,900 | $699.1K | 0.17% | −195−4.8% | Reduced |
| Cookson Peirce & Co Inc | 3,897 | $699.0K | 0.04% | −421−9.7% | Reduced |
| Kanawha Capital Management LLC | 3,887 | $696.7K | 0.06% | −106−2.7% | Reduced |
| Tobam | 3,883 | $696.0K | 0.05% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 3,880 | $695.5K | 0.46% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 3,879 | $695.3K | 0.40% | +333+9.4% | Added |
| Curbstone Financial Management Corp | 3,878 | $695.1K | 0.17% | +146+3.9% | Added |
| First Affirmative Financial Network | 3,859 | $691.7K | 0.69% | +82+2.2% | Added |
| Zacks Investment Management | 3,856 | $691.2K | 0.01% | −28,373−88.0% | Reduced |
| Patten Group, Inc. | 3,849 | $689.9K | 0.20% | −20−0.5% | Reduced |
| Diamant Asset Management, Inc. | 3,841 | $688.5K | 0.53% | 00.0% | Unchanged |
| Ignite Planners, LLC | 3,827 | $688.0K | 0.26% | −274−6.7% | Reduced |
| Kingfisher Capital LLC | 3,839 | $688.0K | 0.18% | +56+1.5% | Added |
| Summit X, LLC | 3,830 | $687.7K | 0.17% | +347+10.0% | Added |
| Stevens Capital Management LP | 3,825 | $686.0K | 0.14% | +3,825 | New |
| Wedmont Private Capital | 3,700 | $685.5K | 0.07% | −52−1.4% | Reduced |
| Virtue Capital Management, LLC | 3,794 | $682.7K | 0.12% | −67−1.7% | Reduced |
| Signet Financial Management, LLC | 3,806 | $682.1K | 0.11% | −289−7.1% | Reduced |
| Field & Main Bank | 3,775 | $676.6K | 0.38% | −10−0.3% | Reduced |
| Drive Wealth Management, LLC | 3,766 | $675.1K | 0.25% | −208−5.2% | Reduced |
| S&CO Inc | 3,770 | $675.0K | 0.05% | −25−0.7% | Reduced |
| Hilltop Partners LLC | 3,764 | $674.7K | 0.28% | +3,764 | New |
| Ferguson Wellman Capital Management, Inc | 3,763 | $674.6K | 0.02% | −259−6.4% | Reduced |
| Biltmore Wealth Management, LLC | 3,749 | $672.1K | 0.29% | +3,749 | New |
| Profit Investment Management, LLC | 3,742 | $670.8K | 0.44% | −151−3.9% | Reduced |
| Sentinus, LLC | 3,696 | $662.5K | 0.21% | +3,696 | New |
| GTS Securities LLC | 3,693 | $662.0K | 0.02% | +3,693 | New |
| Wilkinson Global Asset Management LLC | 3,677 | $659.1K | 0.05% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 3,654 | $655.0K | 0.20% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,647 | $653.7K | 0.07% | −121−3.2% | Reduced |
| West Michigan Advisors, LLC | 3,645 | $653.4K | 0.26% | −145−3.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,637 | $652.0K | 0.24% | −1,490−29.1% | Reduced |
| Terra Nova Asset Management LLC | 3,626 | $649.9K | 0.59% | −3−0.1% | Reduced |
| Atlas Private Wealth Management | 3,626 | $649.9K | 0.34% | −19−0.5% | Reduced |
| Powers Advisory Group, LLC | 3,617 | $648.4K | 0.43% | +157+4.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,605 | $646.2K | 0.05% | −81−2.2% | Reduced |
| Proequities, Inc. | 3,604 | $646.1K | 0.05% | −482−11.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,594 | $644.2K | 0.48% | +2+0.1% | Added |
| Valley National Advisers Inc | 3,592 | $644.0K | 0.11% | −116−3.1% | Reduced |
| IFG Advisors, LLC | 3,589 | $643.3K | 0.23% | +13+0.4% | Added |
| Baker Ellis Asset Management LLC | 3,576 | $641.0K | 0.11% | +16+0.4% | Added |
| AXS Investments LLC | 3,573 | $640.5K | 0.17% | −134−3.6% | Reduced |
| Summit Asset Management, LLC | 3,571 | $640.0K | 0.17% | −8−0.2% | Reduced |
| ICA Group Wealth Management, LLC | 3,561 | $638.4K | 0.16% | −4,621−56.5% | Reduced |
| Pathway Financial Advisors LLC | 3,560 | $638.1K | 0.21% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,559 | $638.0K | 0.54% | +3+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 3,552 | $637.0K | 0.08% | +3,552 | New |
| Glen Eagle Advisors, LLC | 3,551 | $636.5K | 0.15% | −174−4.7% | Reduced |
| Claro Advisors LLC | 3,542 | $634.9K | 0.16% | −119−3.3% | Reduced |
| First Commonwealth Financial Corp | 3,535 | $633.6K | 0.21% | +176+5.2% | Added |
| Covenant Partners, LLC | 3,531 | $632.9K | 0.23% | +12+0.3% | Added |
| Live Oak Investment Partners | – | $632.5K | 0.53% | – | – |
| Yarger Wealth Strategies, LLC | 3,527 | $632.2K | 0.57% | +3,527 | New |
| Kolinsky Wealth Management, LLC | 3,590 | $632.0K | 0.60% | +65+1.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,500 | $627.4K | 0.02% | −548−13.5% | Reduced |
| Pflug Koory, LLC | 3,498 | $627.0K | 0.32% | −100−2.8% | Reduced |
| Family Legacy, Inc. | 3,484 | $624.5K | 0.25% | −35−1.0% | Reduced |
| Morris Retirement Advisors, LLC | 3,479 | $623.6K | 0.43% | +2+0.1% | Added |
| Ancora Advisors, LLC | 3,476 | $623.0K | 0.02% | +31+0.9% | Added |
| Capital Analysts, LLC | 3,466 | $621.0K | 0.03% | +43+1.3% | Added |
| Archer Investment Corp | 3,462 | $620.6K | 0.22% | −258−6.9% | Reduced |
| Thomasville National Bank | 3,458 | $619.8K | 0.06% | −174−4.8% | Reduced |
| ORG Partners LLC | 3,374 | $619.7K | 0.10% | +3,374 | New |
| Patton Albertson Miller Group, LLC | 3,457 | $619.7K | 0.12% | −1,155−25.0% | Reduced |
| First International Bank & Trust | 3,454 | $619.1K | 0.20% | +42+1.2% | Added |
| Roble, Belko & Company, Inc | 3,432 | $615.0K | 0.12% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,430 | $614.8K | 0.15% | +148+4.5% | Added |
| First Nebraska Trust Co | 3,424 | $613.8K | 0.07% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 3,416 | $612.3K | 0.05% | −188−5.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,403 | $610.0K | 0.21% | +10.0% | Added |
| GM Advisory Group, Inc. | 3,395 | $608.6K | 0.05% | 00.0% | Unchanged |
| Montecito Bank & Trust | 3,384 | $606.6K | 0.14% | −20−0.6% | Reduced |
| Oxford Financial Group Ltd | 3,377 | $605.3K | 0.06% | +3,377 | New |
| Meridian Wealth Advisors, LLC | 3,367 | $603.5K | 0.15% | −1,198−26.2% | Reduced |
| Transatlantique Private Wealth LLC | 3,350 | $600.5K | 0.31% | +932+38.5% | Added |