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 |
|---|---|---|---|---|---|
| Payden & Rygel | 65,510 | $11.7M | 0.83% | −79,600−54.9% | Reduced |
| Logan Capital Management Inc | 65,383 | $11.7M | 0.56% | −4,552−6.5% | Reduced |
| British Columbia Investment Management Corp | 65,353 | $11.7M | 0.11% | +106+0.2% | Added |
| Congress Asset Management Co | 65,160 | $11.7M | 0.10% | +1,027+1.6% | Added |
| 9258 Wealth Management, LLC | 65,046 | $11.7M | 2.19% | +70.0% | Added |
| Isthmus Partners, LLC | 64,613 | $11.6M | 1.58% | +1,557+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 64,540 | $11.6M | 0.17% | +2,258+3.6% | Added |
| Bank of Nova Scotia | 64,088 | $11.5M | 0.03% | +8,254+14.8% | Added |
| Congress Wealth Management LLC | 64,012 | $11.5M | 0.27% | +1,346+2.1% | Added |
| LVM Capital Management Ltd | 63,853 | $11.4M | 1.53% | +2,400+3.9% | Added |
| Sowell Financial Services LLC | 63,833 | $11.4M | 0.64% | +27,273+74.6% | Added |
| SYSTM Wealth Solutions LLC | 62,859 | $11.3M | 1.53% | +2,791+4.6% | Added |
| Wesbanco Bank Inc | 62,710 | $11.2M | 0.47% | −386−0.6% | Reduced |
| Formuepleje A/S | 61,956 | $11.1M | 0.97% | −4,284−6.5% | Reduced |
| Gilbert & Cook, Inc. | 61,748 | $11.1M | 1.77% | +2,222+3.7% | Added |
| Lynch & Associates | 61,694 | $11.1M | 2.83% | −850−1.4% | Reduced |
| Glenview Trust Co | 61,341 | $11.0M | 0.30% | +18,414+42.9% | Added |
| Vestmark Advisory Solutions, Inc. | 61,281 | $11.0M | 0.42% | −882−1.4% | Reduced |
| Daiwa Securities Group Inc. | 61,252 | $11.0M | 0.07% | +820+1.4% | Added |
| Wilkins Investment Counsel Inc | 61,156 | $11.0M | 2.86% | −39−0.1% | Reduced |
| LGT Group Foundation | 60,943 | $10.9M | 0.26% | −19,106−23.9% | Reduced |
| Cullinan Associates Inc | 60,757 | $10.9M | 0.60% | +4,309+7.6% | Added |
| Abn Amro Investment Solutions | 60,370 | $10.8M | 0.22% | −26,195−30.3% | Reduced |
| Sigma Investment Counselors Inc | 60,290 | $10.8M | 0.79% | −300.0% | Reduced |
| Stonebridge Capital Advisors LLC | 60,284 | $10.8M | 1.15% | +2,796+4.9% | Added |
| Twin Tree Management, LP | 59,792 | $10.7M | 0.22% | +59,792 | New |
| U.S. Capital Wealth Advisors, LLC | 59,780 | $10.7M | 0.51% | +5,605+10.3% | Added |
| Quadrature Capital Ltd | 59,771 | $10.7M | 0.23% | +59,771 | New |
| Elo Mutual Pension Insurance Co | 59,522 | $10.7M | 0.31% | +3,287+5.8% | Added |
| Prospera Financial Services Inc | 59,393 | $10.7M | 0.41% | +9,909+20.0% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 59,400 | $10.6M | 0.00% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 59,387 | $10.6M | 0.57% | −3,681−5.8% | Reduced |
| Romano Brothers and Company | 59,311 | $10.6M | 1.58% | −400−0.7% | Reduced |
| Securian Asset Management, Inc | 59,128 | $10.6M | 0.27% | −1,308−2.2% | Reduced |
| Colony Group LLC | 58,935 | $10.6M | 0.15% | −5,498−8.5% | Reduced |
| Kentucky Retirement Systems | 58,274 | $10.4M | 0.35% | +569+1.0% | Added |
| CWM, LLC | 58,039 | $10.4M | 0.06% | +7,286+14.4% | Added |
| Mastrapasqua Asset Management Inc | 57,826 | $10.4M | 1.17% | −133−0.2% | Reduced |
| First National Bank of Omaha | 57,193 | $10.3M | 0.59% | −834−1.4% | Reduced |
| Eagle Ridge Investment Management | 56,714 | $10.2M | 1.07% | −117−0.2% | Reduced |
| Texas Yale Capital Corp. | 56,474 | $10.1M | 0.48% | −34,847−38.2% | Reduced |
| CapWealth Advisors, LLC | 56,339 | $10.1M | 1.23% | +496+0.9% | Added |
| Tamar Securities, LLC | 56,050 | $10.0M | 2.47% | +10,763+23.8% | Added |
| Hamel Associates, Inc. | 56,006 | $10.0M | 3.51% | −1,195−2.1% | Reduced |
| NFJ Investment Group, LLC | 55,497 | $9.95M | 0.26% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 55,464 | $9.94M | 2.84% | −3,266−5.6% | Reduced |
| Maryland State Retirement & Pension System | 55,324 | $9.92M | 0.21% | −2,875−4.9% | Reduced |
| ExodusPoint Capital Management, LP | 55,203 | $9.89M | 0.12% | +55,203 | New |
| La Banque Postale Asset Management SA | 53,898 | $9.66M | 0.23% | +7,922+17.2% | Added |
| First National Trust Co | 53,810 | $9.65M | 0.45% | −1,847−3.3% | Reduced |
| Grace & White Inc | 53,690 | $9.62M | 1.77% | 00.0% | Unchanged |
| Argent Trust Co | 53,326 | $9.56M | 0.52% | +2,062+4.0% | Added |
| Venturi Wealth Management, LLC | 53,273 | $9.55M | 0.77% | +527+1.0% | Added |
| Kingsview Wealth Management, LLC | 53,142 | $9.53M | 0.37% | +14,709+38.3% | Added |
| Evergreen Capital Management LLC | 52,346 | $9.38M | 0.39% | −291−0.6% | Reduced |
| Executive Wealth Management, LLC | 52,293 | $9.37M | 0.97% | +373+0.7% | Added |
| Hantz Financial Services, Inc. | 52,057 | $9.33M | 0.23% | −2,557−4.7% | Reduced |
| Bell Bank | 52,044 | $9.33M | 0.99% | −1,616−3.0% | Reduced |
| Anchor Investment Management, LLC | 52,039 | $9.33M | 1.19% | −1,092−2.1% | Reduced |
| Tredje AP-fonden | 52,034 | $9.33M | 0.13% | +1,743+3.5% | Added |
| Stonegate Investment Group, LLC | 51,969 | $9.32M | 0.33% | −1,021−1.9% | Reduced |
| Lee Danner & Bass Inc | 51,941 | $9.31M | 0.80% | −1,098−2.1% | Reduced |
| Franklin Street Advisors Inc | 51,136 | $9.17M | 0.78% | −37,606−42.4% | Reduced |
| Hartford Investment Management Co | 51,025 | $9.15M | 0.34% | −10,621−17.2% | Reduced |
| M&G Investment Management Ltd | 51,042 | $9.14M | 0.05% | +49,359+2,932.8% | Added |
| Tower Bridge Advisors | 50,966 | $9.14M | 0.84% | +6,333+14.2% | Added |
| Summit Financial Wealth Advisors, LLC | 50,944 | $9.13M | 2.11% | +287+0.6% | Added |
| Lowe Brockenbrough & Co Inc | 50,811 | $9.11M | 0.69% | +496+1.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 50,400 | $9.03M | 0.87% | −85−0.2% | Reduced |
| Edgar Lomax Co | 50,333 | $9.02M | 0.59% | −732−1.4% | Reduced |
| Macquarie Group Ltd | 50,244 | $9.01M | 0.01% | −59,931−54.4% | Reduced |
| Resources Management Corp | 49,895 | $8.94M | 1.40% | +49,649+20,182.5% | Added |
| Signaturefd, LLC | 49,724 | $8.91M | 0.23% | −1,881−3.6% | Reduced |
| SG Americas Securities, LLC | 49,521 | $8.88M | 0.08% | +48,997+9,350.6% | Added |
| Hendley & Co Inc | 49,455 | $8.87M | 3.68% | +150+0.3% | Added |
| Advocate Group LLC | 49,366 | $8.85M | 1.95% | +4,850+10.9% | Added |
| Visionary Wealth Advisors | 49,200 | $8.82M | 0.71% | +1,145+2.4% | Added |
| Pathstone Family Office, LLC | 44,308 | $8.80M | 0.13% | −70−0.2% | Reduced |
| Oppenheimer & Co Inc | 49,083 | $8.80M | 0.18% | +4,610+10.4% | Added |
| Great Lakes Advisors, LLC | 48,469 | $8.69M | 0.09% | −5,442−10.1% | Reduced |
| MAI Capital Management | 48,444 | $8.68M | 0.13% | −3,498−6.7% | Reduced |
| CSM Advisors, LLC | 48,215 | $8.64M | 0.66% | +95+0.2% | Added |
| Citizens Financial Group Inc | 48,123 | $8.63M | 0.31% | −4,923−9.3% | Reduced |
| Ergoteles LLC | 47,814 | $8.57M | 0.41% | +47,814 | New |
| Country Club Bank | 48,647 | $8.56M | 0.68% | −1,841−3.6% | Reduced |
| Northeast Investment Management | 47,631 | $8.54M | 0.48% | −2,635−5.2% | Reduced |
| Live Oak Private Wealth LLC | 47,349 | $8.49M | 1.69% | +2,837+6.4% | Added |
| XML Financial, LLC | 47,131 | $8.45M | 0.98% | +234+0.5% | Added |
| Tower Research Capital LLC (TRC) | 47,092 | $8.44M | 0.28% | +23,940+103.4% | Added |
| Olstein Capital Management, L.P. | 47,000 | $8.43M | 1.36% | +1,000+2.2% | Added |
| Spinnaker Trust | 46,875 | $8.40M | 0.61% | +1,038+2.3% | Added |
| Koshinski Asset Management, Inc. | 46,807 | $8.39M | 0.90% | −2,544−5.2% | Reduced |
| Tufton Capital Management | 46,797 | $8.39M | 1.81% | −694−1.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 46,627 | $8.36M | 0.34% | +3,656+8.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 45,973 | $8.24M | 0.11% | +1,127+2.5% | Added |
| Wealthcare Advisory Partners LLC | 45,931 | $8.23M | 0.37% | −1,394−2.9% | Reduced |
| Unigestion Holding SA | 46,492 | $8.18M | 0.47% | −44,346−48.8% | Reduced |
| Capital Management Corp | 45,306 | $8.12M | 1.74% | −8,210−15.3% | Reduced |
| Crossmark Global Holdings, Inc. | 43,060 | $8.09M | 0.17% | −474−1.1% | Reduced |
| Intact Investment Management Inc. | 45,050 | $8.08M | 0.33% | −4,850−9.7% | Reduced |