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
- 2,257
- +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
- 956 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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 2,786 | $499.4K | 0.36% | 00.0% | Unchanged |
| Elgethun Capital Management | 2,775 | $497.4K | 0.15% | +12+0.4% | Added |
| Choice Wealth Advisors, LLC | 2,770 | $496.5K | 0.34% | −279−9.2% | Reduced |
| waypoint wealth counsel | 2,763 | $495.2K | 0.44% | +26+0.9% | Added |
| Martel Wealth Advisors Inc | 2,743 | $491.7K | 0.12% | +2,743 | New |
| WealthShield Partners, LLC | 2,737 | $490.6K | 0.07% | −18−0.7% | Reduced |
| MQS Management LLC | 2,737 | $490.6K | 0.33% | +2,737 | New |
| Sargent Investment Group, LLC | 2,734 | $490.1K | 0.12% | −336−10.9% | Reduced |
| Sather Financial Group Inc | 2,726 | $488.6K | 0.04% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,721 | $487.8K | 0.08% | −43−1.6% | Reduced |
| Pictet & Cie (Europe) SA | 2,721 | $487.7K | 0.02% | +2,721 | New |
| Mechanics Financial Corp | 2,707 | $485.2K | 0.26% | −18−0.7% | Reduced |
| Clough Capital Partners L P | 2,700 | $484.0K | 0.05% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 2,698 | $483.5K | 0.32% | +10.0% | Added |
| Adirondack Trust Co | 2,576 | $482.0K | 0.23% | +2+0.1% | Added |
| Register Financial Advisors LLC | 2,683 | $481.0K | 0.34% | −92−3.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,681 | $480.6K | 0.30% | −18−0.7% | Reduced |
| Capula Management Ltd | 2,680 | $480.4K | 0.06% | +1,979+282.3% | Added |
| Weatherly Asset Management L. P. | 2,672 | $479.0K | 0.06% | −23−0.9% | Reduced |
| Balyasny Asset Management LLC | 2,668 | $478.2K | 0.00% | +1,038+63.7% | Added |
| Tocqueville Asset Management L.P. | 2,658 | $476.4K | 0.01% | +43+1.6% | Added |
| Cubist Systematic Strategies, LLC | 2,658 | $476.4K | 0.01% | +2,658 | New |
| Opus Capital Group, LLC | 2,658 | $476.0K | 0.08% | 00.0% | Unchanged |
| Suncoast Equity Management | 2,652 | $475.4K | 0.07% | −12−0.5% | Reduced |
| Cornerstone Wealth Group, LLC | 2,647 | $474.4K | 0.09% | −13,005−83.1% | Reduced |
| Leisure Capital Management | 2,645 | $474.1K | 0.26% | 00.0% | Unchanged |
| MBL Wealth, LLC | 2,641 | $473.4K | 0.07% | +415+18.6% | Added |
| SignalPoint Asset Management, LLC | 2,639 | $473.0K | 0.14% | 00.0% | Unchanged |
| Country Trust Bank | 2,629 | $471.2K | 0.01% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,622 | $470.0K | 0.25% | −10−0.4% | Reduced |
| Elevated Capital Advisors, LLC | 2,618 | $469.3K | 0.16% | +189+7.8% | Added |
| Blodgett Wealth Advisors, LLC | 2,614 | $468.5K | 0.49% | +3+0.1% | Added |
| Peavine Capital, LLC | 2,600 | $466.1K | 0.11% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 2,595 | $465.2K | 0.21% | +7+0.3% | Added |
| Roberts Glore & Co Inc | 2,594 | $465.0K | 0.15% | +12+0.5% | Added |
| Westhampton Capital, LLC | 2,590 | $464.3K | 0.30% | −20−0.8% | Reduced |
| SFMG, LLC | 2,586 | $463.5K | 0.05% | −1,031−28.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,585 | $463.4K | 0.09% | −300−10.4% | Reduced |
| Winthrop Advisory Group LLC | 2,583 | $463.0K | 0.07% | −53−2.0% | Reduced |
| Cannon Financial Strategists, Inc. | 2,582 | $462.8K | 0.13% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 2,580 | $462.4K | 0.35% | +26+1.0% | Added |
| Verus Capital Partners, LLC | 2,577 | $462.0K | 0.07% | −1,614−38.5% | Reduced |
| LMG Wealth Partners, LLC | 2,577 | $461.9K | 0.14% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 2,575 | $461.6K | 0.13% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,575 | $461.6K | 0.24% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,569 | $460.6K | 0.32% | +56+2.2% | Added |
| Knightsbridge Asset Management, LLC | 2,566 | $460.0K | 0.15% | −2,109−45.1% | Reduced |
| SRB Corp | 2,560 | $458.9K | 0.03% | +502+24.4% | Added |
| Austin Asset Management Co Inc | 2,555 | $458.0K | 0.13% | −10.0% | Reduced |
| Warren Averett Asset Management, LLC | 2,553 | $457.6K | 0.02% | +110+4.5% | Added |
| Skba Capital Management LLC | 2,550 | $457.1K | 0.08% | 00.0% | Unchanged |
| World Equity Group, Inc. | 2,512 | $450.3K | 0.13% | −18,857−88.2% | Reduced |
| Atlas Brown,Inc. | 2,510 | $450.0K | 0.20% | +114+4.8% | Added |
| Flagship Harbor Advisors, LLC | 2,507 | $449.3K | 0.04% | −164−6.1% | Reduced |
| Cooke & Bieler LP | 2,500 | $448.1K | 0.00% | −9,356−78.9% | Reduced |
| New Hampshire Trust | 2,498 | $447.8K | 0.12% | +36+1.5% | Added |
| Bank of Nova Scotia Trust Co | 2,490 | $446.3K | 0.05% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,488 | $446.2K | 0.08% | +3+0.1% | Added |
| Stuart Chaussee & Associates, Inc. | 2,487 | $445.8K | 0.14% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,483 | $445.2K | 0.20% | 00.0% | Unchanged |
| Allstate Corp | 2,480 | $444.5K | 0.03% | −64−2.5% | Reduced |
| NTV Asset Management LLC | 2,473 | $443.4K | 0.08% | +3+0.1% | Added |
| Founders Capital Management, LLC | 2,473 | $443.3K | 0.10% | −2−0.1% | Reduced |
| Avantax Planning Partners, Inc. | 2,462 | $441.3K | 0.02% | +101+4.3% | Added |
| Navellier & Associates Inc | 2,455 | $440.1K | 0.09% | −11−0.4% | Reduced |
| Spirit of America Management Corp | 2,450 | $439.2K | 0.10% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,440 | $437.3K | 0.20% | +250+11.4% | Added |
| Silverlake Wealth Management LLC | 2,436 | $436.7K | 0.24% | +6+0.2% | Added |
| TBH Global Asset Management, LLC | 2,436 | $436.7K | 0.09% | −19−0.8% | Reduced |
| Old Mission Investment Co LLC | 2,425 | $434.7K | 0.16% | 00.0% | Unchanged |
| Certified Advisory Corp | 2,423 | $434.4K | 0.08% | −116−4.6% | Reduced |
| BLB&B Advisors, LLC | 2,420 | $433.7K | 0.03% | +257+11.9% | Added |
| Nicolet Bankshares Inc | 2,418 | $433.4K | 0.12% | −1,031−29.9% | Reduced |
| CoreCap Advisors, LLC | 2,398 | $429.8K | 0.03% | +2,398 | New |
| Jump Financial, LLC | 2,394 | $429.1K | 0.02% | +2,394 | New |
| Great Diamond Partners, LLC | 2,390 | $428.4K | 0.11% | −43−1.8% | Reduced |
| McRae Capital Management Inc | 2,388 | $428.0K | 0.12% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 2,385 | $427.5K | 0.30% | +16+0.7% | Added |
| Cabot Wealth Management Inc | 2,360 | $423.0K | 0.06% | −41−1.7% | Reduced |
| TRUE Private Wealth Advisors | 2,354 | $422.0K | 0.06% | +2+0.1% | Added |
| Founders Capital Management | 2,325 | $416.8K | 0.30% | 00.0% | Unchanged |
| Paloma Partners Management Co | 2,315 | $415.0K | 0.10% | −3,018−56.6% | Reduced |
| 360 Financial, Inc. | 2,311 | $414.2K | 0.21% | −47−2.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,305 | $413.1K | 0.13% | −138−5.6% | Reduced |
| First Pacific Advisors, LP | 2,300 | $412.3K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,300 | $412.0K | 0.03% | +2,300 | New |
| Donoghue Forlines LLC | 2,297 | $411.7K | 0.13% | −242−9.5% | Reduced |
| Aries Wealth Management | 2,296 | $411.6K | 0.16% | 00.0% | Unchanged |
| Curi Capital | 2,290 | $410.5K | 0.06% | +16+0.7% | Added |
| Rational Advisors LLC | 2,287 | $409.9K | 0.03% | +2,030+789.9% | Added |
| Etfidea, LLC | 2,284 | $409.4K | 0.17% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,275 | $407.8K | 0.09% | −115−4.8% | Reduced |
| GW Henssler & Associates Ltd | 2,273 | $407.4K | 0.03% | −95−4.0% | Reduced |
| Selective Wealth Management, Inc. | 2,247 | $407.4K | 0.20% | +2,247 | New |
| Cambridge Trust Co | 2,268 | $406.5K | 0.02% | −233−9.3% | Reduced |
| Alera Investment Advisors, LLC | 2,266 | $406.2K | 0.09% | +115+5.3% | Added |
| Quantamental Technologies LLC | 2,264 | $405.8K | 0.17% | +2,264 | New |
| US Asset Management LLC | 2,253 | $404.0K | 0.43% | −3−0.1% | Reduced |
| Shepherd Financial Partners LLC | 2,245 | $402.4K | 0.06% | +301+15.5% | Added |
| First National Advisers, LLC | 2,242 | $402.0K | 0.37% | −76−3.3% | Reduced |