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 |
|---|---|---|---|---|---|
| Legacy Bridge, LLC | 1,839 | $329.6K | 0.22% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,836 | $329.1K | 0.04% | −165−8.2% | Reduced |
| Platte River Wealth Advisors, LLC | 1,835 | $328.9K | 0.12% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,834 | $328.7K | 0.19% | −306−14.3% | Reduced |
| Wealth Advisors, Inc. | 1,760 | $328.2K | 0.14% | −21−1.2% | Reduced |
| Greenwood Capital Associates LLC | 1,830 | $328.0K | 0.05% | −36,781−95.3% | Reduced |
| Wealth Management Solutions, LLC | 1,819 | $326.0K | 0.21% | −99−5.2% | Reduced |
| TNF LLC | 1,806 | $323.7K | 0.14% | +2+0.1% | Added |
| Cladis Investment Advisory, LLC | 1,799 | $322.6K | 0.28% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,793 | $321.4K | 0.19% | −40−2.2% | Reduced |
| FLC Capital Advisors | 1,791 | $321.0K | 0.09% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,791 | $321.0K | 0.15% | +700+64.2% | Added |
| Harvest Fund Management Co., Ltd | 1,794 | $321.0K | 0.06% | −1,655−48.0% | Reduced |
| Wellington Shields Capital Management, LLC | 1,778 | $318.7K | 0.04% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 1,774 | $318.0K | 0.06% | −101−5.4% | Reduced |
| HFR Wealth Management, LLC | 1,770 | $317.0K | 0.09% | −50−2.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,766 | $316.6K | 0.19% | +29+1.7% | Added |
| Chilton Investment Co LLC | 1,764 | $316.2K | 0.01% | +173+10.9% | Added |
| Security National Bank of So Dak | 1,763 | $316.0K | 0.23% | +1,763 | New |
| FSB Premier Wealth Management, Inc. | 1,756 | $314.8K | 0.17% | +301+20.7% | Added |
| FinTrust Capital Advisors, LLC | 1,806 | $314.0K | 0.08% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,751 | $313.9K | 0.01% | +1,751 | New |
| Greenwood Gearhart Inc | 1,750 | $313.7K | 0.04% | −12−0.7% | Reduced |
| Simplicity Wealth,LLC | 1,749 | $313.5K | 0.19% | 00.0% | Unchanged |
| Washington Trust Bank | 1,743 | $312.4K | 0.03% | −716−29.1% | Reduced |
| WMS Partners, LLC | 1,737 | $311.4K | 0.02% | −123−6.6% | Reduced |
| Caxton Associates LP | 1,736 | $311.2K | 0.05% | −1,255−42.0% | Reduced |
| MA Private Wealth | 1,731 | $310.4K | 0.07% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,725 | $309.2K | 0.24% | −199−10.3% | Reduced |
| Lodestone Wealth Management LLC | 1,717 | $307.8K | 0.21% | +24+1.4% | Added |
| Aspire Capital Advisors LLC | 1,715 | $307.4K | 0.15% | +66+4.0% | Added |
| Semus Wealth Partners LLC | 1,710 | $306.5K | 0.28% | +83+5.1% | Added |
| 180 Wealth Advisors, LLC | 1,667 | $306.4K | 0.07% | −247−12.9% | Reduced |
| Morse Asset Management, Inc | 1,706 | $306.0K | 0.09% | −2,005−54.0% | Reduced |
| Wellington Shields & Co., LLC | 1,705 | $305.6K | 0.07% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,703 | $305.3K | 0.09% | −265−13.5% | Reduced |
| Secure Asset Management, LLC | 1,701 | $304.9K | 0.09% | −109−6.0% | Reduced |
| Salomon & Ludwin, LLC | 1,700 | $304.7K | 0.03% | −13−0.8% | Reduced |
| Paulson Wealth Management Inc. | 1,699 | $304.5K | 0.10% | +1,699 | New |
| M. Kraus & Co | 1,699 | $304.5K | 0.10% | −17−1.0% | Reduced |
| NovaPoint Capital, LLC | 1,689 | $302.8K | 0.11% | −2−0.1% | Reduced |
| Peak Planning Group, LLC | 1,688 | $302.6K | 0.22% | +1+0.1% | Added |
| WD Rutherford LLC | 1,685 | $302.0K | 0.19% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,685 | $302.0K | 0.01% | +540+47.2% | Added |
| Montag & Caldwell, LLC | 1,682 | $301.5K | 0.04% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,681 | $301.4K | 0.04% | −108−6.0% | Reduced |
| Beaumont Financial Advisors, LLC | 1,678 | $300.9K | 0.03% | +55+3.4% | Added |
| Vigilare Wealth Management | 1,674 | $300.1K | 0.17% | −63−3.6% | Reduced |
| Goelzer Investment Management, Inc. | 1,672 | $299.7K | 0.03% | −120−6.7% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,666 | $298.6K | 0.28% | −35−2.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,663 | $298.1K | 0.03% | −374−18.4% | Reduced |
| Trust Co of Kansas | 1,665 | $298.0K | 0.18% | −30−1.8% | Reduced |
| Innovis Asset Management LLC | 1,659 | $297.4K | 0.11% | −20−1.2% | Reduced |
| ASB Consultores, LLC | 1,658 | $297.2K | 0.14% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 1,655 | $296.7K | 0.17% | −8,055−83.0% | Reduced |
| Guidance Capital, Inc | 1,679 | $296.5K | 0.13% | +1,679 | New |
| Gillespie Robinson & Grimm Inc | 1,654 | $296.5K | 0.03% | −195−10.5% | Reduced |
| Fort Sheridan Advisors LLC | 1,650 | $295.8K | 0.07% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,645 | $294.9K | 0.19% | −123−7.0% | Reduced |
| HBW Advisory Services LLC | 1,634 | $293.0K | 0.06% | +1,634 | New |
| Brown, Lisle/Cummings, Inc. | 1,632 | $292.5K | 0.13% | +97+6.3% | Added |
| XR Securities LLC | 1,631 | $292.4K | 0.45% | +1,631 | New |
| Sterling Investment Counsel, LLC | 1,630 | $292.2K | 0.16% | +1,630 | New |
| Icapital Wealth LLC | 1,617 | $289.8K | 0.18% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 1,613 | $289.1K | 0.15% | +361+28.8% | Added |
| Aspiriant, LLC | 1,611 | $288.8K | 0.01% | −45−2.7% | Reduced |
| Sax Wealth Advisors, LLC | 1,604 | $287.5K | 0.06% | 00.0% | Unchanged |
| Apexium Financial, LP | 1,604 | $287.5K | 0.03% | +285+21.6% | Added |
| CenterStar Asset Management, LLC | 1,602 | $287.2K | 0.26% | +1,602 | New |
| Retirement Planning Co of New England, Inc. | 1,602 | $287.1K | 0.17% | −5−0.3% | Reduced |
| Sunburst Financial Group, LLC | 1,601 | $287.0K | 0.10% | +143+9.8% | Added |
| Arcadia Wealth Management, LLC | 1,599 | $286.6K | 0.21% | +1,599 | New |
| Sage Rhino Capital LLC | 1,598 | $286.4K | 0.08% | −132−7.6% | Reduced |
| Encompass Wealth Advisors, LLC | 1,592 | $285.4K | 0.09% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,592 | $285.0K | 0.13% | −474−22.9% | Reduced |
| West Coast Financial LLC | 1,589 | $284.8K | 0.04% | +1,589 | New |
| Castleview Partners, LLC | 1,586 | $284.3K | 0.26% | −291−15.5% | Reduced |
| Clear Harbor Asset Management, LLC | 1,584 | $283.9K | 0.03% | +30+1.9% | Added |
| Grant/GrossMendelsohn, LLC | 1,527 | $282.9K | 0.11% | +1,527 | New |
| Chartwell Investment Partners, LLC | 1,574 | $282.1K | 0.01% | −57−3.5% | Reduced |
| Derbend Asset Management | 1,573 | $281.9K | 0.19% | +306+24.2% | Added |
| Corundum Trust Company, INC | 1,572 | $281.8K | 0.77% | +1,572 | New |
| Cornerstone Advisory, LLC | 1,570 | $281.4K | 0.05% | −599−27.6% | Reduced |
| Vicus Capital | 1,570 | $281.4K | 0.03% | −181−10.3% | Reduced |
| Southland Equity Partners LLC | 1,568 | $281.1K | 0.09% | +172+12.3% | Added |
| Berkeley Capital Partners, LLC | 1,566 | $280.7K | 0.10% | +71+4.7% | Added |
| Boltwood Capital Management | 1,565 | $280.5K | 0.10% | +14+0.9% | Added |
| Quent Capital, LLC | 1,565 | $280.4K | 0.04% | −24−1.5% | Reduced |
| Money Concepts Capital Corp | 1,565 | $280.4K | 0.03% | −196−11.1% | Reduced |
| Alphadyne Asset Management LP | 1,564 | $280.3K | 0.86% | +1,564 | New |
| Accel Wealth Management | 1,563 | $280.1K | 0.15% | −180−10.3% | Reduced |
| Aire Advisors, LLC | 1,556 | $279.0K | 0.07% | +10+0.6% | Added |
| Hazlett, Burt & Watson, Inc. | 1,555 | $279.0K | 0.21% | −63−3.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,555 | $278.7K | 0.08% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 1,548 | $277.5K | 0.08% | −4−0.3% | Reduced |
| Baker Boyer National Bank | 1,547 | $277.3K | 0.10% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,546 | $277.2K | 0.06% | +1,546 | New |
| Rosenberg Matthew Hamilton | 1,544 | $276.7K | 0.09% | −178−10.3% | Reduced |
| LexAurum Advisors, LLC | 1,543 | $276.6K | 0.08% | −66−4.1% | Reduced |
| Coyle Financial Counsel LLC | 1,540 | $276.1K | 0.12% | +5+0.3% | Added |