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 |
|---|---|---|---|---|---|
| Zhang Financial LLC | 3,338 | $598.2K | 0.06% | +861+34.8% | Added |
| Cornerstone Capital, Inc. | 3,332 | $597.3K | 0.07% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,330 | $596.9K | 0.00% | +3,234+3,368.8% | Added |
| Absher Wealth Management, LLC | 3,324 | $595.8K | 0.10% | +507+18.0% | Added |
| Chesapeake Asset Management LLC | 3,309 | $593.1K | 0.54% | −47−1.4% | Reduced |
| Viawealth, LLC | 3,308 | $593.0K | 0.44% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,300 | $591.7K | 0.51% | +24+0.7% | Added |
| B&D White Capital Company, LLC | 3,300 | $591.5K | 0.20% | +3,300 | New |
| Wallace Advisory Group, LLC | 3,048 | $591.3K | 0.45% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,297 | $591.0K | 0.00% | +996+43.3% | Added |
| River Street Advisors LLC | 3,280 | $587.9K | 0.56% | +12+0.4% | Added |
| Dana Investment Advisors, Inc. | 3,278 | $587.5K | 0.03% | −1,670−33.8% | Reduced |
| Little House Capital LLC | 3,274 | $586.8K | 0.25% | +161+5.2% | Added |
| Range Financial Group LLC | 3,262 | $584.6K | 0.37% | −2,054−38.6% | Reduced |
| RB Capital Management, LLC | 3,259 | $584.2K | 0.18% | +367+12.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,272 | $582.0K | 0.01% | −74,658−95.8% | Reduced |
| Douglas Lane & Associates, LLC | 3,246 | $581.9K | 0.01% | +10.0% | Added |
| American National Bank | 3,245 | $581.7K | 0.10% | +1,000+44.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,244 | $581.5K | 0.16% | −85−2.6% | Reduced |
| Breakwater Capital Group | 3,235 | $579.9K | 0.21% | 00.0% | Unchanged |
| Montis Financial, LLC | 3,234 | $579.7K | 0.38% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,232 | $579.3K | 0.10% | +3,232 | New |
| Landmark Financial Advisors, LLC | 3,212 | $575.8K | 0.24% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 3,208 | $575.0K | 0.07% | −360−10.1% | Reduced |
| Vigilant Capital Management, LLC | 3,207 | $575.0K | 0.04% | +100+3.2% | Added |
| Trinity Financial Advisors LLC | 3,191 | $572.0K | 0.31% | −365−10.3% | Reduced |
| Guardian Wealth Advisors, LLC | 3,187 | $571.3K | 0.10% | +214+7.2% | Added |
| Mirabella Financial Services LLP | 3,181 | $570.2K | 0.07% | +1,921+152.5% | Added |
| Strategic Wealth Designers | 3,168 | $567.9K | 0.09% | +298+10.4% | Added |
| Versant Capital Management, Inc | 3,166 | $567.5K | 0.18% | −405−11.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,160 | $566.4K | 0.05% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,158 | $566.1K | 0.12% | +425+15.6% | Added |
| Kennedy Investment Group | 3,156 | $565.8K | 0.33% | +30+1.0% | Added |
| Graypoint LLC | 3,156 | $565.7K | 0.06% | −1,091−25.7% | Reduced |
| St. Johns Investment Management Company, LLC | 3,130 | $561.1K | 0.30% | +404+14.8% | Added |
| Core Alternative Capital | 3,123 | $559.7K | 0.08% | −40−1.3% | Reduced |
| NWF Advisory Services Inc. | 3,121 | $559.3K | 0.13% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 3,114 | $558.2K | 0.20% | +666+27.2% | Added |
| Hancock Whitney Corp | 3,109 | $558.0K | 0.02% | −3,968−56.1% | Reduced |
| REDW Wealth LLC | 3,107 | $556.9K | 0.17% | +3,107 | New |
| Cipher Capital LP | 3,102 | $556.0K | 0.10% | +3,102 | New |
| Asahi Life Asset Management Co., Ltd. | 3,100 | $555.7K | 0.18% | −160−4.9% | Reduced |
| Patten & Patten Inc | 3,099 | $555.5K | 0.05% | −85−2.7% | Reduced |
| Busey Wealth Management | 3,095 | $554.8K | 0.02% | −384−11.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,086 | $553.2K | 0.17% | −16−0.5% | Reduced |
| Harbour Capital Advisors, LLC | 3,009 | $553.0K | 0.16% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,079 | $551.9K | 0.11% | −117−3.7% | Reduced |
| Tower Wealth Partners, Inc. | 3,076 | $551.4K | 0.44% | +369+13.6% | Added |
| Caldwell Sutter Capital, Inc. | 3,073 | $550.8K | 0.29% | +1,458+90.3% | Added |
| ERTS Wealth Advisors, LLC | 3,071 | $550.5K | 0.13% | −71−2.3% | Reduced |
| Marex Group plc | 3,067 | $549.8K | 0.10% | +3,067 | New |
| E&G Advisors, LP | 3,062 | $548.9K | 0.19% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,062 | $548.9K | 0.20% | +57+1.9% | Added |
| Clifford Group, LLC | 3,053 | $547.2K | 0.59% | +481+18.7% | Added |
| Wealth Alliance Advisory Group, LLC | 3,052 | $547.1K | 0.19% | +206+7.2% | Added |
| STAR Financial Bank | 3,052 | $547.1K | 0.51% | +8+0.3% | Added |
| Mill Creek Capital Advisors, LLC | 3,050 | $546.7K | 0.02% | +185+6.5% | Added |
| McGuire Investment Group, LLC | 3,040 | $544.9K | 0.10% | +25+0.8% | Added |
| Provence Wealth Management Group | 3,025 | $542.2K | 0.32% | −140−4.4% | Reduced |
| Strategic Equity Management | 3,023 | $541.9K | 0.19% | +23+0.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,021 | $541.6K | 0.08% | +28+0.9% | Added |
| Center for Financial Planning, Inc. | 3,019 | $541.2K | 0.11% | +13+0.4% | Added |
| Magnolia Capital Management Ltd | 3,020 | $541.0K | 0.49% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 3,012 | $540.0K | 0.12% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 3,011 | $539.7K | 0.14% | +24+0.8% | Added |
| Lumina Fund Management LLC | 3,000 | $538.0K | 0.24% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,000 | $537.8K | 0.04% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 2,995 | $536.8K | 0.27% | −52−1.7% | Reduced |
| Fox Run Management, L.L.C. | 2,976 | $533.4K | 0.15% | +2,976 | New |
| Sterling Financial Planning, Inc. | 2,975 | $533.4K | 0.26% | −680−18.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,969 | $532.3K | 0.10% | −465−13.5% | Reduced |
| Weaver Consulting Group | 2,969 | $532.2K | 0.23% | −58−1.9% | Reduced |
| Burns Matteson Capital Management, LLC | 2,957 | $530.0K | 0.33% | +2,957 | New |
| Vance Wealth, Inc. | 2,949 | $528.6K | 0.24% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2,927 | $528.5K | 0.16% | −24−0.8% | Reduced |
| King Wealth | 2,946 | $528.0K | 0.11% | +85+3.0% | Added |
| Dechtman Wealth Management, LLC | 2,935 | $526.0K | 0.16% | +2,935 | New |
| Burney Co | 2,923 | $523.9K | 0.02% | −166−5.4% | Reduced |
| Luken Investment Analytics, LLC | 2,919 | $523.2K | 0.29% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,918 | $523.0K | 0.07% | −306−9.5% | Reduced |
| Corrigan Financial, Inc. | 2,917 | $522.9K | 0.16% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 2,894 | $522.4K | 0.27% | −280−8.8% | Reduced |
| RDA Financial Network | 2,904 | $520.5K | 0.22% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,808 | $520.2K | 0.16% | +170+6.4% | Added |
| Segment Wealth Management, LLC | 2,881 | $516.5K | 0.05% | +2+0.1% | Added |
| Portman Square Capital LLP | 2,880 | $516.2K | 0.09% | +2,880 | New |
| Cobblestone Capital Advisors LLC | 2,871 | $514.6K | 0.04% | +66+2.4% | Added |
| Dover Advisors, LLC | 2,869 | $514.3K | 0.46% | −477−14.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,866 | $514.0K | 0.03% | +429+17.6% | Added |
| IMS Capital Management | 2,865 | $513.6K | 0.29% | −5,772−66.8% | Reduced |
| Personal Cfo Solutions, LLC | 2,861 | $512.9K | 0.10% | +6+0.2% | Added |
| Ledyard National Bank | 2,851 | $511.0K | 0.06% | +17+0.6% | Added |
| Prestige Wealth Management Group LLC | 2,837 | $508.5K | 0.12% | −10.0% | Reduced |
| Wolverine Asset Management LLC | 2,834 | $508.0K | 0.01% | +2,137+306.6% | Added |
| Atlas Wealth LLC | 2,751 | $507.8K | 0.09% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,830 | $507.0K | 0.07% | −77−2.6% | Reduced |
| Richard W. Paul & Associates, LLC | 2,827 | $506.9K | 0.22% | +417+17.3% | Added |
| Cape Investment Advisory, Inc. | 2,822 | $505.8K | 0.28% | +284+11.2% | Added |
| Strategic Wealth Partners, Ltd. | 2,811 | $503.9K | 0.07% | −164−5.5% | Reduced |
| Davidson Trust Co | 2,794 | $500.8K | 0.36% | +61+2.2% | Added |