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 |
|---|---|---|---|---|---|
| O'Rourke & Company, Inc | 2,235 | $401.0K | 0.28% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 2,232 | $400.1K | 0.13% | −645−22.4% | Reduced |
| Vinva Investment Management Ltd | 2,271 | $399.8K | 0.04% | −19,465−89.6% | Reduced |
| Balboa Wealth Partners | 2,218 | $397.6K | 0.14% | −50−2.2% | Reduced |
| Lane & Associates LLC | 2,215 | $397.1K | 0.32% | +191+9.4% | Added |
| Impact Partnership Wealth, LLC | 2,215 | $397.0K | 0.14% | +2,215 | New |
| Fortis Group Advisors, LLC | 2,211 | $396.3K | 0.11% | −8−0.4% | Reduced |
| GenTrust, LLC | 2,204 | $395.1K | 0.03% | −108−4.7% | Reduced |
| Petrus Trust Company, LTA | 2,204 | $395.1K | 0.04% | +454+25.9% | Added |
| Clarus Group, Inc. | 2,203 | $394.9K | 0.29% | +2,203 | New |
| Ti-Trust, Inc | 2,201 | $394.5K | 0.36% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 2,198 | $394.0K | 0.42% | +53+2.5% | Added |
| Heartwood Wealth Advisors LLC | 2,196 | $393.6K | 0.06% | +912+71.0% | Added |
| Exchange Bank | 2,195 | $393.5K | 0.38% | +2,195 | New |
| Cohen & Steers, Inc. | 2,194 | $393.0K | 0.00% | 00.0% | Unchanged |
| Somerset Trust Co | 2,190 | $392.6K | 0.17% | −245−10.1% | Reduced |
| Latitude Advisors, LLC | 2,182 | $391.2K | 0.27% | +174+8.7% | Added |
| Walker Financial Services, Inc. | 2,146 | $388.8K | 0.38% | +67+3.2% | Added |
| Detalus Advisors, LLC | 2,168 | $388.6K | 0.17% | +57+2.7% | Added |
| Keel Point, LLC | 2,167 | $388.4K | 0.05% | −28−1.3% | Reduced |
| Leavell Investment Management, Inc. | 2,162 | $388.0K | 0.03% | −75−3.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,152 | $385.7K | 0.26% | +70+3.4% | Added |
| First City Capital Management, Inc. | 2,150 | $385.4K | 0.23% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 2,150 | $385.4K | 0.25% | +2,150 | New |
| Cornell Pochily Investment Advisors, Inc. | 2,139 | $383.5K | 0.16% | +4+0.2% | Added |
| Traphagen Investment Advisors LLC | 2,136 | $382.8K | 0.05% | +71+3.4% | Added |
| L2 Asset Management, LLC | 2,189 | $381.6K | 0.19% | +444+25.4% | Added |
| Allen Capital Group, LLC | 2,128 | $381.4K | 0.07% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,123 | $380.5K | 0.24% | −50−2.3% | Reduced |
| Salem Investment Counselors Inc | 2,121 | $380.2K | 0.01% | −43−2.0% | Reduced |
| Bank Ozk | 2,115 | $379.1K | 0.18% | −88−4.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,106 | $377.5K | 0.19% | +2,106 | New |
| CoreFirst Bank & Trust | 2,097 | $375.9K | 0.26% | −21−1.0% | Reduced |
| Investment Advisory Services Inc | 2,086 | $374.0K | 0.16% | −17−0.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,078 | $372.5K | 0.09% | +52+2.6% | Added |
| Buffington Mohr McNeal | 2,064 | $370.0K | 0.08% | +645+45.5% | Added |
| Regent Peak Wealth Advisors LLC | 2,060 | $369.3K | 0.11% | −150−6.8% | Reduced |
| Forza Wealth Management, LLC | 2,057 | $368.7K | 0.19% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,078 | $366.9K | 0.08% | +839+67.7% | Added |
| Cutler Investment Counsel LLC | 2,044 | $366.4K | 0.06% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 2,044 | $366.4K | 0.20% | +183+9.8% | Added |
| Cahaba Wealth Management, Inc. | 2,043 | $366.2K | 0.04% | −168−7.6% | Reduced |
| Bill Few Associates, Inc. | 2,043 | $366.2K | 0.19% | +198+10.7% | Added |
| Beaton Management Co. Inc. | 2,043 | $366.0K | 0.23% | 00.0% | Unchanged |
| Red Wave Investments LLC | 2,038 | $365.3K | 0.15% | +45+2.3% | Added |
| Howe & Rusling Inc | 2,028 | $363.4K | 0.04% | +5+0.2% | Added |
| Lifeworks Advisors, LLC | 2,026 | $363.2K | 0.15% | +2,026 | New |
| Darrow Company, Inc. | 2,022 | $362.5K | 0.30% | −37−1.8% | Reduced |
| 3Chopt Investment Partners, LLC | 2,022 | $362.4K | 0.18% | −79−3.8% | Reduced |
| Vestor Capital, LLC | 2,018 | $362.0K | 0.04% | +650+47.5% | Added |
| Benedict Financial Advisors Inc | 2,019 | $361.8K | 0.10% | +14+0.7% | Added |
| Gilman Hill Asset Management, LLC | 2,018 | $361.7K | 0.07% | 00.0% | Unchanged |
| First Western Trust Bank | 2,016 | $361.4K | 0.02% | −17−0.8% | Reduced |
| Cozad Asset Management Inc | 2,012 | $360.7K | 0.04% | −268−11.8% | Reduced |
| Steel Peak Wealth Management LLC | 2,012 | $360.7K | 0.02% | +2,012 | New |
| Options Solutions, LLC | 2,010 | $360.3K | 0.36% | +2,010 | New |
| Sittner & Nelson, LLC | 2,009 | $360.1K | 0.20% | +10.0% | Added |
| Caerus Investment Advisors, LLC | 2,006 | $359.6K | 0.41% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,000 | $358.5K | 0.03% | 00.0% | Unchanged |
| Rice Partnership, LLC | 2,000 | $358.5K | 0.10% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 1,999 | $358.3K | 0.02% | +15+0.8% | Added |
| Proficio Capital Partners LLC | 1,998 | $358.2K | 0.05% | −423−17.5% | Reduced |
| RIA Advisory Group LLC | 1,994 | $357.4K | 0.15% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,994 | $357.4K | 0.32% | −32−1.6% | Reduced |
| CFS Investment Advisory Services, LLC | 1,989 | $357.0K | 0.05% | +1,989 | New |
| McIlrath & Eck, LLC | 1,990 | $356.7K | 0.07% | −30−1.5% | Reduced |
| Journey Advisory Group, LLC | 1,990 | $356.7K | 0.05% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,987 | $356.2K | 0.06% | −307−13.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,978 | $355.0K | 0.12% | −89−4.3% | Reduced |
| West Bancorporation Inc | 1,975 | $354.0K | 0.24% | +302+18.1% | Added |
| Evoke Wealth, LLC | 1,965 | $352.2K | 0.01% | +47+2.5% | Added |
| Belpointe Asset Management LLC | 1,964 | $352.1K | 0.04% | −6,348−76.4% | Reduced |
| PFS Partners, LLC | 1,964 | $352.0K | 0.29% | +1+0.1% | Added |
| Strategy Asset Managers LLC | 1,956 | $350.6K | 0.08% | −27−1.4% | Reduced |
| Dudley Capital Management, LLC | 1,955 | $350.4K | 0.24% | +55+2.9% | Added |
| Platform Technology Partners | 1,890 | $350.1K | 0.16% | −5−0.3% | Reduced |
| Fidelis Capital Partners, LLC | 1,951 | $349.7K | 0.13% | −123−5.9% | Reduced |
| Krane Funds Advisors LLC | 1,941 | $348.0K | 0.02% | −1,150−37.2% | Reduced |
| First Heartland Consultants, Inc. | 1,941 | $348.0K | 0.05% | −257−11.7% | Reduced |
| Gateway Wealth Partners, LLC | 1,929 | $345.9K | 0.06% | −92−4.6% | Reduced |
| Vista Capital Partners, Inc. | 1,920 | $344.2K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,918 | $344.0K | 0.02% | −75−3.8% | Reduced |
| Drake & Associates, LLC | 1,915 | $343.3K | 0.15% | −89−4.4% | Reduced |
| Corton Capital Inc. | 1,914 | $343.1K | 0.16% | +50+2.7% | Added |
| Wealth Management Associates, Inc. | 1,910 | $342.3K | 0.19% | −55−2.8% | Reduced |
| Oak Asset Management, LLC | 1,903 | $341.1K | 0.14% | +312+19.6% | Added |
| Chase Investment Counsel Corp | 1,903 | $341.0K | 0.17% | +185+10.8% | Added |
| Schrum Private Wealth Management LLC | 1,900 | $340.7K | 0.37% | +4+0.2% | Added |
| Alta Advisers Ltd | 1,900 | $340.6K | 0.19% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,890 | $338.9K | 0.07% | +754+66.4% | Added |
| Staley Capital Advisers Inc | 1,890 | $338.8K | 0.02% | +9+0.5% | Added |
| Financial Management Professionals, Inc. | 1,884 | $338.0K | 0.06% | −390−17.2% | Reduced |
| Cowen and Company, LLC | 1,884 | $337.7K | 0.03% | +1,884 | New |
| N.E.W. Advisory Services LLC | 1,879 | $336.7K | 0.05% | +5+0.3% | Added |
| Lester Murray Antman dba SimplyRich | 1,879 | $336.0K | 0.12% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,866 | $334.0K | 0.03% | +1,866 | New |
| Hamilton Capital, LLC | 1,859 | $333.2K | 0.02% | −125−6.3% | Reduced |
| Fortress Wealth Group, LLC | 1,825 | $332.4K | 0.21% | +34+1.9% | Added |
| Richwood Investment Advisors, LLC | 1,844 | $330.5K | 0.32% | −672−26.7% | Reduced |
| American Trust | 1,840 | $329.8K | 0.02% | −90−4.7% | Reduced |