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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Invictus Private Wealth, LLC | 1,537 | $275.5K | 0.03% | −60−3.8% | Reduced |
| Kercheville Advisors, LLC | 1,537 | $275.5K | 0.17% | −64−4.0% | Reduced |
| Creative Financial Designs Inc | 1,531 | $274.4K | 0.03% | −332−17.8% | Reduced |
| Fort, L.P. | 1,521 | $272.6K | 0.72% | +442+41.0% | Added |
| Osborne Partners Capital Management, LLC | 1,514 | $271.4K | 0.02% | −100−6.2% | Reduced |
| Aspen Grove Capital, LLC | 1,501 | $269.1K | 0.09% | +142+10.4% | Added |
| Rbo & Co LLC | 1,500 | $268.9K | 0.05% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,498 | $268.5K | 0.03% | −104−6.5% | Reduced |
| BFT Financial Group, LLC | 1,496 | $268.1K | 0.03% | +220+17.2% | Added |
| Means Investment Co., Inc. | 1,482 | $265.7K | 0.04% | +4+0.3% | Added |
| Members Capital Advisors Inc | 1,481 | $265.5K | 0.27% | −17,616−92.2% | Reduced |
| Verity Asset Management, Inc. | 1,478 | $264.9K | 0.20% | −196−11.7% | Reduced |
| Arcataur Capital Management LLC | 1,478 | $264.9K | 0.11% | +1,478 | New |
| St Germain D J Co Inc | 1,477 | $264.8K | 0.01% | +1,477 | New |
| Auxano Advisors, LLC | 1,363 | $264.4K | 0.11% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 13,474 | $264.4K | 0.26% | +8,804+188.5% | Added |
| Wealthsource Partners, LLC | 1,474 | $264.1K | 0.02% | +35+2.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,471 | $264.0K | 0.03% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,471 | $263.7K | 0.04% | −132−8.2% | Reduced |
| Sanders Morris Harris LLC | 1,470 | $263.5K | 0.06% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,467 | $263.0K | 0.08% | −66−4.3% | Reduced |
| Alpha Family Trust | 1,465 | $262.6K | 0.18% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,460 | $261.8K | 0.06% | −362−19.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,452 | $260.3K | 0.03% | −2−0.1% | Reduced |
| Wintrust Investments LLC | 1,453 | $260.0K | 0.03% | −5,003−77.5% | Reduced |
| Hall Laurie J Trustee | 1,450 | $260.0K | 0.10% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,445 | $259.1K | 0.18% | +104+7.8% | Added |
| Harvey Investment Co LLC | 1,438 | $258.0K | 0.03% | −20−1.4% | Reduced |
| Credit Agricole S A | 1,435 | $257.2K | 0.01% | +230+19.1% | Added |
| Centurion Wealth Management LLC | 1,434 | $257.1K | 0.12% | −7−0.5% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 1,430 | $256.3K | 0.05% | +390+37.5% | Added |
| CWS Financial Advisors, LLC | 1,429 | $256.1K | 0.10% | −76−5.0% | Reduced |
| Saxon Interests, Inc. | 1,429 | $256.1K | 0.14% | +127+9.8% | Added |
| Fortitude Advisory Group L.L.C. | 1,420 | $254.6K | 0.19% | −51−3.5% | Reduced |
| Deuterium Capital Management, LLC | 1,416 | $253.8K | 0.36% | +1,416 | New |
| Mezzasalma Advisors, LLC | 1,413 | $253.3K | 0.15% | +10+0.7% | Added |
| Abacus Planning Group, Inc. | 1,412 | $253.2K | 0.06% | +127+9.9% | Added |
| Investment Partners, Ltd. | 1,412 | $253.1K | 0.13% | −600−29.8% | Reduced |
| CNB Bank | 1,408 | $252.4K | 0.15% | +359+34.2% | Added |
| Summit Financial Group Inc | 1,404 | $251.7K | 0.10% | 00.0% | Unchanged |
| EHP Funds Inc. | 1,400 | $250.9K | 0.07% | −40−2.8% | Reduced |
| Level Financial Advisors, Inc. | 1,400 | $250.9K | 0.14% | +1,400 | New |
| Bedel Financial Consulting, Inc. | 1,397 | $250.4K | 0.05% | +3+0.2% | Added |
| Abacus Wealth Partners, LLC | 1,395 | $250.1K | 0.08% | −364−20.7% | Reduced |
| Providence Wealth Advisors, LLC | 1,389 | $250.0K | 0.28% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 1,391 | $249.3K | 0.05% | −842−37.7% | Reduced |
| LBMC Investment Advisors, LLC | 1,386 | $248.5K | 0.02% | +13+0.9% | Added |
| Perfromance Wealth Partners, LLC | 1,380 | $248.4K | 0.01% | −90−6.1% | Reduced |
| Falcon Wealth Planning | 1,381 | $247.5K | 0.06% | +1,381 | New |
| Becker Capital Management Inc | 1,380 | $247.4K | 0.01% | −25−1.8% | Reduced |
| Tucker Asset Management LLC | 1,375 | $246.5K | 0.07% | −33−2.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,372 | $245.9K | 0.03% | −468−25.4% | Reduced |
| Davidson Investment Advisors | 1,368 | $245.2K | 0.02% | −150−9.9% | Reduced |
| LWM Advisory Services, LLC | 1,368 | $245.2K | 0.26% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,304 | $244.2K | 0.02% | +247+23.4% | Added |
| ELCO Management Co., LLC | 1,355 | $242.9K | 0.18% | 00.0% | Unchanged |
| Regents of the University of California | 1,350 | $242.0K | 0.03% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,350 | $242.0K | 0.02% | 00.0% | Unchanged |
| Diversified, LLC | 1,349 | $241.9K | 0.06% | −15−1.1% | Reduced |
| Braun-Bostich & Associates Inc. | 1,349 | $241.8K | 0.52% | −58−4.1% | Reduced |
| Roman Butler Fullerton & Co | 1,294 | $240.8K | 0.11% | +1,294 | New |
| Obsidian Personal Planning Solutions LLC | 1,340 | $240.2K | 0.30% | +1,340 | New |
| Wedge Capital Management L L P | 1,337 | $239.7K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,336 | $239.5K | 0.03% | −22−1.6% | Reduced |
| Oak Hill Wealth Advisors, LLC | 1,334 | $239.0K | 0.09% | +1+0.1% | Added |
| Quantum Financial Advisors, LLC | 1,330 | $238.4K | 0.07% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,328 | $238.0K | 0.10% | +30+2.3% | Added |
| Clear Creek Financial Management, LLC | 1,327 | $237.9K | 0.04% | +70+5.6% | Added |
| Vanguard Capital Wealth Advisors | 1,327 | $237.8K | 0.22% | +1,327 | New |
| Horizon Family Wealth, Inc. | 1,321 | $236.7K | 0.23% | −4−0.3% | Reduced |
| Hudock, Inc. | 1,319 | $236.5K | 0.06% | +28+2.2% | Added |
| Wealth Architects, LLC | 1,319 | $236.5K | 0.04% | +102+8.4% | Added |
| NBW Capital LLC | 1,319 | $236.4K | 0.06% | −34−2.5% | Reduced |
| Essex LLC | 1,316 | $235.8K | 0.07% | −387−22.7% | Reduced |
| WBH Advisory Inc | 1,314 | $235.5K | 0.03% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,313 | $235.0K | 0.04% | −75−5.4% | Reduced |
| Key Financial Inc | 1,311 | $235.0K | 0.08% | +45+3.6% | Added |
| Joule Financial, LLC | 1,308 | $234.5K | 0.12% | +1,308 | New |
| Acorn Financial Advisory Services Inc | 1,308 | $234.4K | 0.04% | +155+13.4% | Added |
| Northwest Wealth Management, LLC | 1,307 | $234.3K | 0.08% | −28−2.1% | Reduced |
| Resource Consulting Group Inc | 1,305 | $233.9K | 0.05% | +1,305 | New |
| Arthur M. Cohen & Associates, LLC | 1,303 | $233.6K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,300 | $233.0K | 0.08% | +56+4.5% | Added |
| Everhart Financial Group, Inc. | 1,297 | $232.5K | 0.10% | −218−14.4% | Reduced |
| Quad-Cities Investment Group, LLC | 1,295 | $232.1K | 0.15% | −106−7.6% | Reduced |
| Tiemann Investment Advisors, LLC | 1,292 | $231.6K | 0.12% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,282 | $229.8K | 0.01% | −160−11.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,281 | $229.7K | 0.01% | +33+2.6% | Added |
| Lifestyle Asset Management, Inc. | 1,280 | $229.4K | 0.14% | +78+6.5% | Added |
| Prosperity Financial Group, Inc. | 1,280 | $229.4K | 0.20% | +1,280 | New |
| Newbridge Financial Services Group, Inc. | 1,280 | $229.4K | 0.11% | −56−4.2% | Reduced |
| Nadler Financial Group, Inc. | 1,276 | $228.7K | 0.03% | +50+4.1% | Added |
| Angeles Investment Advisors, LLC | 1,268 | $227.3K | 0.02% | +32+2.6% | Added |
| Madison Wealth Partners, Inc | 1,267 | $227.2K | 0.11% | 00.0% | Unchanged |
| Renasant Bank | 1,264 | $226.6K | 0.18% | −241−16.0% | Reduced |
| Keystone Wealth Services, LLC | 1,261 | $226.0K | 0.08% | +7+0.6% | Added |
| Glass Jacobson Investment Advisors llc | 1,255 | $225.0K | 0.10% | +1,255 | New |
| New Republic Capital, LLC | 1,254 | $224.8K | 0.16% | −46−3.5% | Reduced |
| Wealthquest Corp | 1,254 | $224.8K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,252 | $224.4K | 0.02% | +127+11.3% | Added |