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 |
|---|---|---|---|---|---|
| Gryphon Financial Partners LLC | 1,249 | $223.8K | 0.05% | −1,071−46.2% | Reduced |
| Resurgent Financial Advisors LLC | 1,248 | $223.7K | 0.15% | +18+1.5% | Added |
| Bluesphere Advisors, LLC | 1,244 | $223.0K | 0.16% | −114−8.4% | Reduced |
| Northside Capital Management, LLC | 1,242 | $222.6K | 0.08% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 1,238 | $222.0K | 0.08% | +1,238 | New |
| Symphony Financial, Ltd. Co. | 1,255 | $220.9K | 0.05% | −22−1.7% | Reduced |
| Aveo Capital Partners, LLC | 1,231 | $220.7K | 0.03% | −92−7.0% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,228 | $220.1K | 0.01% | −18,156−93.7% | Reduced |
| Berger Financial Group, Inc | 1,226 | $219.8K | 0.02% | −7−0.6% | Reduced |
| FSM Wealth Advisors, LLC | 1,185 | $219.5K | 0.11% | −122−9.3% | Reduced |
| Fulcrum Capital LLC | 1,219 | $218.5K | 0.06% | +68+5.9% | Added |
| Aurora Private Wealth, Inc. | 1,215 | $218.0K | 0.25% | −13−1.1% | Reduced |
| Tranquility Partners, LLC | 1,216 | $218.0K | 0.09% | +15+1.2% | Added |
| Mayport, LLC | 1,213 | $217.4K | 0.12% | +25+2.1% | Added |
| E Fund Management Co., Ltd. | 1,211 | $217.0K | 0.02% | −149−11.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,209 | $216.7K | 0.19% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,204 | $215.8K | 0.05% | +1,204 | New |
| Stephens Investment Management Group LLC | 1,203 | $215.6K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 1,203 | $215.6K | 0.21% | +77+6.8% | Added |
| Trust Co | 1,199 | $214.9K | 0.03% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,197 | $214.6K | 0.15% | −39−3.2% | Reduced |
| Angeles Wealth Management, LLC | 1,196 | $214.4K | 0.03% | −104−8.0% | Reduced |
| Philadelphia Trust Co | 1,194 | $214.0K | 0.02% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,193 | $213.8K | 0.04% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 1,190 | $213.3K | 0.07% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,188 | $213.0K | 0.01% | +1,188 | New |
| CIC Wealth, LLC | 1,183 | $212.0K | 0.07% | +1+0.1% | Added |
| Blue Barn Wealth, LLC | 1,179 | $211.3K | 0.14% | −107−8.3% | Reduced |
| Opal Wealth Advisors, LLC | 1,179 | $211.3K | 0.11% | −35−2.9% | Reduced |
| West Branch Capital LLC | 1,177 | $210.9K | 0.11% | +8+0.7% | Added |
| KRS Capital Management, LLC | 1,174 | $210.4K | 0.21% | −767−39.5% | Reduced |
| First PREMIER Bank | 1,173 | $210.0K | 0.06% | −70−5.6% | Reduced |
| Crestwood Advisors Group LLC | 1,167 | $209.2K | 0.01% | +1,167 | New |
| Garrett Investment Advisors LLC | 1,165 | $208.8K | 0.03% | −10−0.9% | Reduced |
| Maven Securities LTD | 1,164 | $208.6K | 0.03% | −279−19.3% | Reduced |
| Equitable Trust Co | 1,160 | $207.9K | 0.02% | 00.0% | Unchanged |
| KCS Wealth Advisory | 1,158 | $207.6K | 0.07% | −661−36.3% | Reduced |
| Charles Schwab Trust Co | 1,242 | $207.5K | 0.03% | −21−1.7% | Reduced |
| Five Oceans Advisors | 1,153 | $206.7K | 0.13% | +41+3.7% | Added |
| Capital Advisors, Ltd. LLC | 1,150 | $206.0K | 0.03% | −51−4.2% | Reduced |
| LVW Advisors, LLC | 1,143 | $204.8K | 0.04% | −3,005−72.4% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,141 | $204.5K | 0.13% | −10−0.9% | Reduced |
| MONECO Advisors, LLC | 1,139 | $204.2K | 0.06% | −760−40.0% | Reduced |
| Act Wealth Management, LLC | 1,139 | $204.2K | 0.11% | −40−3.4% | Reduced |
| Baystate Wealth Management LLC | 1,138 | $204.1K | 0.02% | +610+115.5% | Added |
| Welch Group, LLC | 1,138 | $204.0K | 0.01% | −1−0.1% | Reduced |
| Holderness Investments Co | 1,137 | $203.8K | 0.08% | −5−0.4% | Reduced |
| Independent Wealth Network Inc. | 1,132 | $203.0K | 0.12% | +4+0.4% | Added |
| Glassman Wealth Services | 1,132 | $202.9K | 0.03% | −320−22.0% | Reduced |
| Narus Financial Partners, LLC | 1,125 | $201.6K | 0.10% | +38+3.5% | Added |
| Jefferies Financial Group Inc. | 1,100 | $197.2K | 0.00% | −19,686−94.7% | Reduced |
| HHM Wealth Advisors, LLC | 1,092 | $195.8K | 0.04% | −12−1.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,088 | $195.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,048 | $192.6K | 0.09% | −52−4.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,050 | $188.2K | 0.11% | −900−46.2% | Reduced |
| Union Savings Bank | 987 | $184.7K | 0.11% | +987 | New |
| Clean Yield Group | 1,021 | $183.0K | 0.08% | −100−8.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,011 | $181.2K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,011 | $181.2K | 0.01% | +1,011 | New |
| McCarthy Grittinger Financial Group, LLC | 992 | $177.8K | 0.07% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 984 | $176.4K | 0.02% | −63−6.0% | Reduced |
| Asset Dedication, LLC | 988 | $176.0K | 0.02% | +34+3.6% | Added |
| Beacon Capital Management, LLC | 977 | $175.1K | 0.05% | +61+6.7% | Added |
| Institutional & Family Asset Management, LLC | 963 | $172.6K | 0.03% | −79−7.6% | Reduced |
| Clear Street Markets LLC | 947 | $170.0K | 0.07% | −485−33.9% | Reduced |
| Westside Investment Management, Inc. | 946 | $169.6K | 0.05% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 912 | $163.5K | 0.08% | −55−5.7% | Reduced |
| Addison Advisors LLC | 903 | $161.9K | 0.08% | +58+6.9% | Added |
| Toth Financial Advisory Corp | 900 | $161.4K | 0.02% | −19−2.1% | Reduced |
| Missouri Trust & Investment Co | 900 | $161.3K | 0.09% | +215+31.4% | Added |
| Pinnacle Holdings, LLC | 893 | $160.1K | 0.07% | −15−1.7% | Reduced |
| RFP Financial Group LLC | 876 | $157.0K | 0.06% | +750+595.2% | Added |
| Eagle Bay Advisors LLC | 863 | $154.8K | 0.09% | −98−10.2% | Reduced |
| Crewe Advisors LLC | 860 | $154.2K | 0.02% | −273−24.1% | Reduced |
| Lee Financial Co | 840 | $150.7K | 0.03% | −26−3.0% | Reduced |
| MCF Advisors LLC | 840 | $150.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 825 | $147.9K | 0.11% | +82+11.0% | Added |
| First Pacific Financial | 818 | $146.6K | 0.06% | +818 | New |
| CarsonAllaria Wealth Management, Ltd. | 812 | $145.6K | 0.11% | +5+0.6% | Added |
| First Command Bank | 810 | $145.2K | 0.01% | +160+24.6% | Added |
| First Command Financial Services, Inc. | 810 | $145.2K | 0.01% | +160+24.6% | Added |
| Covestor Ltd | 808 | $145.0K | 0.11% | −47−5.5% | Reduced |
| Horizon Bancorp Inc | 803 | $144.0K | 0.09% | −46−5.4% | Reduced |
| Kenfarb & Co. | 800 | $143.4K | 0.12% | 00.0% | Unchanged |
| Studio Investment Management LLC | 775 | $138.9K | 0.04% | +335+76.1% | Added |
| Paladin Advisory Group, LLC | 740 | $132.7K | 0.11% | +7+1.0% | Added |
| Avalon Trust Co | 740 | $132.6K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 738 | $132.3K | 0.02% | +738 | New |
| Larson Financial Group LLC | 719 | $128.9K | 0.01% | +209+41.0% | Added |
| Arlington Partners LLC | 706 | $126.6K | 0.02% | +159+29.1% | Added |
| TSFG, LLC | 701 | $126.0K | 0.05% | +34+5.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 702 | $125.8K | 0.07% | +3+0.4% | Added |
| Atlantic Trust, LLC | 657 | $122.4K | 0.04% | +3+0.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 655 | $117.4K | 0.01% | −17,318−96.4% | Reduced |
| Webster Bank, N. A. | 648 | $116.2K | 0.02% | −1−0.2% | Reduced |
| Fairfield Financial Advisors, LTD | 646 | $115.8K | 0.05% | −105−14.0% | Reduced |
| IAG Wealth Partners, LLC | 640 | $114.7K | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 623 | $111.7K | 0.09% | 00.0% | Unchanged |
| U S Global Investors Inc | 607 | $108.8K | 0.01% | +4+0.7% | Added |
| JNBA Financial Advisors | 604 | $108.3K | 0.01% | +44+7.9% | Added |