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 |
|---|---|---|---|---|---|
| Highlander Capital Management, LLC | 600 | $108.0K | 0.05% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 601 | $107.7K | 0.02% | +2+0.3% | Added |
| Rock Creek Group, LP | 595 | $106.7K | 0.02% | −246−29.3% | Reduced |
| One River Asset Management, LLC | 604 | $106.3K | 0.08% | +217+56.1% | Added |
| JJJ Advisors Inc. | 557 | $99.8K | 0.03% | −57−9.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 553 | $99.2K | 0.05% | +74+15.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 550 | $97.0K | 0.05% | +100+22.2% | Added |
| TFC Financial Management | 539 | $96.7K | 0.02% | −41−7.1% | Reduced |
| Canton Hathaway, LLC | 530 | $95.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 522 | $93.7K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 520 | $93.2K | 0.14% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 506 | $90.8K | 0.05% | +506 | New |
| Chilton Capital Management LLC | 503 | $90.2K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 491 | $87.9K | 0.01% | +5+1.0% | Added |
| Tyler-Stone Wealth Management | 469 | $84.0K | 0.05% | +469 | New |
| SJS Investment Consulting Inc. | 465 | $83.4K | 0.02% | −18−3.7% | Reduced |
| Atticus Wealth Management, LLC | 454 | $81.4K | 0.03% | −43−8.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 445 | $79.8K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 440 | $78.9K | 0.02% | −15−3.3% | Reduced |
| Tacita Capital Inc | 435 | $78.0K | 0.06% | −70−13.9% | Reduced |
| Hanson & Doremus Investment Management | 429 | $77.0K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 421 | $75.5K | 0.02% | +25+6.3% | Added |
| Carolinas Wealth Consulting LLC | 407 | $72.9K | 0.01% | −162−28.5% | Reduced |
| Essex Investment Management Co LLC | 404 | $72.4K | 0.01% | −35−8.0% | Reduced |
| Fiduciary Alliance LLC | 401 | $71.9K | 0.02% | +401 | New |
| Family CFO Inc | 400 | $71.7K | 0.05% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 398 | $71.3K | 0.04% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 384 | $68.8K | 0.11% | 00.0% | Unchanged |
| West Oak Capital, LLC | 379 | $67.9K | 0.03% | −262−40.9% | Reduced |
| Hillsdale Investment Management Inc. | 374 | $67.0K | 0.01% | −90−19.4% | Reduced |
| RE Dickinson Investment Advisors, LLC | 376 | $67.0K | 0.02% | +11+3.0% | Added |
| Steward Financial Group LLC | 375 | $67.0K | 0.02% | +375 | New |
| Northwest Capital Management Inc | 365 | $65.4K | 0.03% | +365 | New |
| Buck Wealth Strategies, LLC | 356 | $63.8K | 0.03% | +356 | New |
| Pension & Wealth Management Advisors, Inc. | 346 | $62.1K | 0.05% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 345 | $61.8K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 338 | $60.6K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 338 | $60.6K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 333 | $59.7K | 0.01% | −536−61.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 328 | $58.8K | 0.05% | +49+17.6% | Added |
| Cowen Prime Advisors LLC | 327 | $58.6K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 318 | $57.0K | 0.03% | −49−13.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 316 | $57.0K | 0.00% | −45−12.5% | Reduced |
| Raffa Wealth Management, LLC | 316 | $56.6K | 0.02% | −325−50.7% | Reduced |
| Private Ocean, LLC | 314 | $56.3K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 302 | $54.1K | 0.03% | +302 | New |
| Morton Brown Family Wealth, LLC | 300 | $53.8K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 296 | $53.1K | 0.01% | +90+43.7% | Added |
| Financial Perspectives, Inc | 293 | $52.5K | 0.02% | 00.0% | Unchanged |
| Lansing Street Advisors | 290 | $51.9K | 0.03% | +3+1.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 278 | $49.8K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 278 | $49.8K | 0.02% | +250+892.9% | Added |
| First Financial Corp | 269 | $48.2K | 0.03% | −15−5.3% | Reduced |
| Gould Capital, LLC | 266 | $47.7K | 0.04% | +50+23.1% | Added |
| M&R Capital Management Inc | 250 | $44.9K | 0.01% | +3+1.2% | Added |
| GW&K Investment Management, LLC | 235 | $42.0K | 0.00% | +235 | New |
| WFA of San Diego, LLC | 223 | $40.0K | 0.04% | +223 | New |
| Piscataqua Savings Bank | 218 | $39.1K | 0.03% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 214 | $39.0K | 0.03% | −384−64.2% | Reduced |
| West Tower Group, LLC | 212 | $38.0K | 0.03% | +212 | New |
| State of Wyoming | 203 | $36.4K | 0.01% | −255−55.7% | Reduced |
| Bell Investment Advisors, Inc | 199 | $35.7K | 0.01% | −49−19.8% | Reduced |
| GoalVest Advisory LLC | 199 | $35.7K | 0.02% | −9−4.3% | Reduced |
| First Community Trust NA | 199 | $35.7K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 199 | $35.7K | 0.01% | +199 | New |
| Guardian Wealth Management, Inc. | 189 | $34.0K | 0.03% | +1+0.5% | Added |
| Johnson Midwest Financial, LLC | 188 | $33.7K | 0.03% | +1+0.5% | Added |
| WealthPlan Investment Management, LLC | 180 | $32.3K | 0.01% | −380−67.9% | Reduced |
| Joseph Group Capital Management | 175 | $31.4K | 0.03% | +10+6.1% | Added |
| Front Row Advisors LLC | 175 | $31.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 170 | $30.5K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 167 | $29.9K | 0.02% | +110+193.0% | Added |
| Piershale Financial Group, Inc. | 165 | $29.6K | 0.02% | +1+0.6% | Added |
| Winch Advisory Services, LLC | 164 | $29.0K | 0.01% | −19−10.4% | Reduced |
| Riverview Trust Co | 159 | $28.5K | 0.03% | −62−28.1% | Reduced |
| Carolina Wealth Advisors, LLC | 158 | $28.3K | 0.02% | +108+216.0% | Added |
| PrairieView Partners, LLC | 150 | $26.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 145 | $25.9K | 0.01% | +2+1.4% | Added |
| IMA Wealth, Inc. | 142 | $25.5K | 0.01% | +71+100.0% | Added |
| VisionPoint Advisory Group, LLC | 141 | $25.3K | 0.01% | +141 | New |
| Coston, McIsaac & Partners | 144 | $25.0K | 0.01% | −12−7.7% | Reduced |
| Abound Wealth Management | 139 | $25.0K | 0.01% | +38+37.6% | Added |
| Core Wealth Advisors, Inc. | 137 | $24.6K | 0.01% | +85+163.5% | Added |
| DB Fitzpatrick & Co, Inc | 129 | $23.1K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 128 | $23.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 128 | $22.9K | 0.01% | −26−16.9% | Reduced |
| Robbins Farley LLC | 127 | $22.8K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 125 | $22.4K | 0.02% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 119 | $21.0K | 0.01% | +119 | New |
| Sofos Investments, Inc. | 229 | $20.8K | 0.09% | +15+7.0% | Added |
| Pin Oak Investment Advisors Inc | 110 | $20.0K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 109 | $19.5K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 109 | $19.5K | 0.01% | −145−57.1% | Reduced |
| WR Wealth Planners, LLC | 109 | $19.5K | 0.01% | −7−6.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 100 | $17.9K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 104 | $17.7K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 93 | $16.7K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 92 | $16.0K | 0.01% | −91−49.7% | Reduced |
| Evolution Advisers, Inc. | 93 | $16.0K | 0.01% | +4+4.5% | Added |
| O'Dell Group, LLC | 88 | $15.8K | 0.00% | +88 | New |