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
- 2,258
- +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
- 957 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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 101,327 | $18.2M | 0.10% | +101,327 | New |
| Brookstone Capital Management | 99,485 | $17.9M | 0.36% | −877−0.9% | Reduced |
| Godsey & Gibb Associates | 99,018 | $17.7M | 2.01% | −341−0.3% | Reduced |
| Atria Investments LLC | 98,809 | $17.7M | 0.32% | −2,921−2.9% | Reduced |
| Harvest Portfolios Group Inc. | 98,566 | $17.7M | 0.81% | +1,310+1.3% | Added |
| Brinker Capital Investments, LLC | 98,286 | $17.6M | 0.19% | −4,234−4.1% | Reduced |
| Orion Portfolio Solutions, LLC | 98,286 | $17.6M | 0.19% | −4,234−4.1% | Reduced |
| State of Alaska, Department of Revenue | 97,036 | $17.4M | 0.21% | −10,835−10.0% | Reduced |
| Bartlett & Co. LLC | 96,032 | $17.2M | 0.30% | +4,237+4.6% | Added |
| Bartlett & Co. Wealth Management LLC | 96,032 | $17.2M | 0.30% | +4,237+4.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 95,905 | $17.2M | 0.26% | +20,072+26.5% | Added |
| Bridgeway Capital Management, LLC | 95,063 | $17.0M | 0.41% | +70,293+283.8% | Added |
| Huntington National Bank | 94,730 | $17.0M | 0.16% | −10,815−10.2% | Reduced |
| Southern Capital Advisors, LLC | 94,418 | $16.9M | 12.94% | +2,994+3.3% | Added |
| Blue Chip Partners, Inc. | 94,222 | $16.9M | 1.92% | +3,759+4.2% | Added |
| Gradient Investments LLC | 93,810 | $16.8M | 0.43% | +5,975+6.8% | Added |
| Private Advisor Group, LLC | 92,813 | $16.8M | 0.15% | +1,546+1.7% | Added |
| Osher Van de Voorde Investment Management | 93,297 | $16.7M | 4.30% | −82−0.1% | Reduced |
| CIBC World Markets Inc. | 92,405 | $16.6M | 0.06% | −10,522−10.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 92,156 | $16.5M | 1.15% | +626+0.7% | Added |
| Verity & Verity, LLC | 92,107 | $16.5M | 2.03% | +4,889+5.6% | Added |
| International Assets Investment Management, LLC | 92,034 | $16.5M | 2.25% | +92,034 | New |
| Fisher Asset Management, LLC | 91,983 | $16.5M | 0.01% | +6,776+8.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 91,700 | $16.4M | 0.35% | +91,700 | New |
| Janney Capital Management LLC | 91,088 | $16.3M | 1.13% | +10,889+13.6% | Added |
| Railway Pension Investments Ltd | 91,000 | $16.3M | 0.16% | −159,500−63.7% | Reduced |
| Neuberger Berman Group LLC | 90,071 | $16.1M | 0.01% | −16,820−15.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 89,464 | $16.0M | 0.63% | −613−0.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 89,416 | $16.0M | 2.35% | +698+0.8% | Added |
| Cresset Asset Management, LLC | 89,281 | $16.0M | 0.11% | +75,462+546.1% | Added |
| Investment House LLC | 89,227 | $16.0M | 1.20% | −8,975−9.1% | Reduced |
| Greatmark Investment Partners, Inc. | 89,097 | $16.0M | 2.69% | +1,470+1.7% | Added |
| Zevin Asset Management LLC | 88,674 | $15.9M | 3.19% | −630−0.7% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 87,153 | $15.6M | 3.39% | +1,619+1.9% | Added |
| Commerce Bank | 87,097 | $15.6M | 0.12% | +4,240+5.1% | Added |
| Charter Trust Co | 86,967 | $15.6M | 1.20% | −56−0.1% | Reduced |
| Miramar Capital, LLC | 86,414 | $15.5M | 3.93% | +3,589+4.3% | Added |
| Mayflower Financial Advisors, LLC | 86,101 | $15.4M | 2.00% | −190−0.2% | Reduced |
| Czech National Bank | 85,831 | $15.4M | 0.35% | −146−0.2% | Reduced |
| Armstrong Advisory Group, Inc | 85,647 | $15.4M | 1.63% | −106−0.1% | Reduced |
| CIBC World Markets Corp | 84,934 | $15.2M | 0.12% | +48,028+130.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 83,598 | $15.0M | 0.05% | −84,912−50.4% | Reduced |
| Richard C. Young & CO., LTD. | 82,440 | $14.8M | 2.03% | −344−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 82,440 | $14.8M | 0.08% | −3,484−4.1% | Reduced |
| Waypoint Wealth Partners Inc. | 81,858 | $14.7M | 5.02% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 81,593 | $14.6M | 0.59% | −290.0% | Reduced |
| Nissay Asset Management Corp | 81,448 | $14.6M | 0.13% | +423+0.5% | Added |
| Cullen/Frost Bankers, Inc. | 81,356 | $14.6M | 0.25% | +391+0.5% | Added |
| Kornitzer Capital Management Inc | 81,311 | $14.6M | 0.29% | +90+0.1% | Added |
| Mayar Capital Ltd. | 81,233 | $14.6M | 11.75% | −1,561−1.9% | Reduced |
| Evercore Wealth Management, LLC | 81,058 | $14.5M | 0.27% | −1,158−1.4% | Reduced |
| Biechele Royce Advisors | 80,506 | $14.4M | 5.03% | +5,152+6.8% | Added |
| Iowa State Bank | 80,471 | $14.4M | 3.62% | −1,041−1.3% | Reduced |
| Capital Fund Management S.A. | 80,134 | $14.4M | 0.23% | +80,134 | New |
| Thompson Siegel & Walmsley LLC | 79,597 | $14.3M | 0.23% | +9,400+13.4% | Added |
| Willis Investment Counsel | 79,518 | $14.3M | 0.93% | −236−0.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 79,000 | $14.2M | 0.18% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 76,984 | $13.8M | 1.57% | +100.0% | Added |
| Jacobs & Co | 76,560 | $13.7M | 1.63% | −1,397−1.8% | Reduced |
| Captrust Financial Advisors | 76,390 | $13.7M | 0.05% | +7,084+10.2% | Added |
| Northwestern Mutual Wealth Management Co | 75,344 | $13.5M | 0.02% | −1,159−1.5% | Reduced |
| Stack Financial Management, Inc | 74,759 | $13.4M | 1.50% | +1,022+1.4% | Added |
| Rafferty Asset Management, LLC | 74,415 | $13.3M | 0.08% | +7,235+10.8% | Added |
| Kestra Private Wealth Services, LLC | 74,176 | $13.3M | 0.46% | +4,614+6.6% | Added |
| United Bank | 73,665 | $13.2M | 1.62% | +1,212+1.7% | Added |
| Intech Investment Management LLC | 73,634 | $13.2M | 0.14% | −277,543−79.0% | Reduced |
| Telos Capital Management, Inc. | 73,597 | $13.2M | 1.76% | +862+1.2% | Added |
| Gulf International Bank (UK) Ltd | 73,081 | $13.1M | 0.33% | −21,399−22.6% | Reduced |
| Martingale Asset Management L P | 72,906 | $13.1M | 0.26% | −52,487−41.9% | Reduced |
| Norinchukin Bank, The | 72,721 | $13.0M | 0.22% | +23,307+47.2% | Added |
| Varma Mutual Pension Insurance Co | 72,301 | $13.0M | 0.16% | −144,699−66.7% | Reduced |
| 1832 Asset Management L.P. | 72,267 | $13.0M | 0.03% | −1,491−2.0% | Reduced |
| TD Waterhouse Canada Inc. | 68,254 | $12.9M | 0.13% | −11,421−14.3% | Reduced |
| Welch & Forbes LLC | 71,207 | $12.8M | 0.20% | −1,173−1.6% | Reduced |
| TownSquare Capital, LLC | 71,094 | $12.7M | 0.23% | +9,255+15.0% | Added |
| Laurion Capital Management LP | 70,463 | $12.6M | 0.54% | +70,463 | New |
| TCTC Holdings, LLC | 70,403 | $12.6M | 0.50% | +131+0.2% | Added |
| Lathrop Investment Management Corp | 70,326 | $12.6M | 2.56% | −3,363−4.6% | Reduced |
| Mackenzie Financial Corp | 68,491 | $12.6M | 0.02% | −10,325−13.1% | Reduced |
| NewEdge Wealth, LLC | 70,122 | $12.6M | 0.42% | +8,049+13.0% | Added |
| Independent Advisor Alliance | 70,088 | $12.6M | 0.55% | −3,691−5.0% | Reduced |
| CCM Investment Advisers LLC | 69,864 | $12.5M | 1.68% | +1,139+1.7% | Added |
| Abner Herrman & Brock LLC | 69,452 | $12.4M | 1.83% | +1,413+2.1% | Added |
| J.W. Cole Advisors, Inc. | 69,435 | $12.4M | 0.89% | +95+0.1% | Added |
| Peapack Gladstone Financial Corp | 69,433 | $12.4M | 0.22% | −450−0.6% | Reduced |
| Public Sector Pension Investment Board | 69,402 | $12.4M | 0.09% | −10,893−13.6% | Reduced |
| Hendershot Investments Inc. | 69,153 | $12.4M | 2.00% | −1,281−1.8% | Reduced |
| Stillwater Capital Advisors, LLC | 68,923 | $12.4M | 2.18% | +476+0.7% | Added |
| Addenda Capital Inc. | 68,832 | $12.3M | 0.52% | −8,398−10.9% | Reduced |
| United Services Automobile Association | 68,728 | $12.3M | 0.35% | +1,981+3.0% | Added |
| Vantage Investment Partners, LLC | 67,761 | $12.1M | 1.57% | +9,342+16.0% | Added |
| Guyasuta Investment Advisors Inc | 67,515 | $12.1M | 0.89% | −3,862−5.4% | Reduced |
| Cetera Investment Advisers | 67,503 | $12.1M | 0.10% | −2,359−3.4% | Reduced |
| Segall Bryant & Hamill, LLC | 67,313 | $12.1M | 0.13% | −294−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 67,062 | $12.0M | 0.13% | +4,250+6.8% | Added |
| Beese Fulmer Investment Management, Inc. | 66,956 | $12.0M | 1.30% | −199−0.3% | Reduced |
| Woodmont Investment Counsel LLC | 66,616 | $11.9M | 1.24% | +4,998+8.1% | Added |
| Teachers Retirement System of the State of Kentucky | 65,803 | $11.8M | 0.11% | −3,849−5.5% | Reduced |
| Integrated Wealth Concepts LLC | 65,556 | $11.8M | 0.20% | +578+0.9% | Added |
| Noesis Capital Mangement Corp | 65,520 | $11.7M | 2.89% | +543+0.8% | Added |