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 |
|---|---|---|---|---|---|
| CX Institutional | 44,856 | $8.04M | 0.42% | +4,801+12.0% | Added |
| Louisiana State Employees Retirement System | 44,800 | $8.03M | 0.18% | −2,600−5.5% | Reduced |
| Assetmark, Inc | 44,427 | $7.96M | 0.03% | +8,799+24.7% | Added |
| JustInvest LLC | 44,138 | $7.91M | 0.24% | −3,441−7.2% | Reduced |
| Builder Investment Group Inc | 43,779 | $7.85M | 3.07% | −87−0.2% | Reduced |
| Mattern Capital Management, LLC | 43,687 | $7.83M | 1.27% | +2,267+5.5% | Added |
| Keystone Financial Planning, Inc. | 42,911 | $7.69M | 2.58% | +412+1.0% | Added |
| Hennessy Advisors Inc | 42,700 | $7.65M | 0.55% | −1,800−4.0% | Reduced |
| Waterfront Wealth Inc. | 41,726 | $7.65M | 2.27% | −31−0.1% | Reduced |
| HBK Sorce Advisory LLC | 42,656 | $7.65M | 0.32% | −1,196−2.7% | Reduced |
| Agf Management Ltd | 42,625 | $7.64M | 0.06% | +620+1.5% | Added |
| MainStreet Investment Advisors LLC | 42,596 | $7.64M | 0.83% | −1,286−2.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 42,502 | $7.62M | 0.16% | −1,116−2.6% | Reduced |
| Mark Stevens | 42,416 | $7.60M | 0.98% | −995−2.3% | Reduced |
| Toroso Investments, LLC | 42,346 | $7.59M | 0.22% | −7,098−14.4% | Reduced |
| Dean Investment Associates, LLC | 41,887 | $7.51M | 1.22% | −305−0.7% | Reduced |
| Exchange Traded Concepts, LLC | 41,858 | $7.50M | 0.18% | +41,858 | New |
| Borer Denton & Associates, Inc. | 41,810 | $7.49M | 2.95% | +240+0.6% | Added |
| Stratos Wealth Partners, LTD. | 41,651 | $7.47M | 0.17% | +3,891+10.3% | Added |
| Haverford Financial Services, Inc. | 41,576 | $7.45M | 2.22% | −114−0.3% | Reduced |
| Cornerstone Advisors, LLC | 41,500 | $7.44M | 0.35% | +13,500+48.2% | Added |
| Massmutual Trust Co FSB | 41,168 | $7.38M | 0.27% | −957−2.3% | Reduced |
| Sand Hill Global Advisors, LLC | 41,130 | $7.37M | 0.37% | −181−0.4% | Reduced |
| FIL Ltd | 41,112 | $7.37M | 0.01% | −11,184−21.4% | Reduced |
| Inlet Private Wealth, LLC | 40,963 | $7.34M | 1.85% | +410+1.0% | Added |
| Headinvest, LLC | 41,255 | $7.29M | 1.57% | −1,570−3.7% | Reduced |
| Ironwood Investment Counsel, LLC | 40,246 | $7.21M | 1.62% | −53−0.1% | Reduced |
| Garland Capital Management Inc | 40,199 | $7.21M | 4.85% | +1,001+2.6% | Added |
| Zions Bancorporation, N.A. | 40,100 | $7.19M | 0.61% | −1,607−3.9% | Reduced |
| Griffin Asset Management, Inc. | 39,982 | $7.17M | 0.97% | +994+2.5% | Added |
| Sky Investment Group LLC | 39,977 | $7.17M | 1.55% | +235+0.6% | Added |
| Amica Mutual Insurance Co | 39,888 | $7.15M | 0.81% | −3,468−8.0% | Reduced |
| Pallas Capital Advisors LLC | 39,084 | $7.14M | 0.32% | +2,416+6.6% | Added |
| Caldwell Trust Co | 39,833 | $7.14M | 0.93% | +30,331+319.2% | Added |
| Riverview Capital Advisers, LLC | 39,775 | $7.13M | 3.13% | −325−0.8% | Reduced |
| CMG Global Holdings, LLC | 39,664 | $7.11M | 5.81% | −63−0.2% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 39,600 | $7.10M | 4.51% | +520+1.3% | Added |
| Snowden Capital Advisors LLC | 39,517 | $7.08M | 0.25% | −1,960−4.7% | Reduced |
| HB Wealth Management, LLC | 39,139 | $7.02M | 0.11% | +4,910+14.3% | Added |
| Shelton Capital Management | 39,095 | $7.01M | 0.25% | +22,890+141.3% | Added |
| ARS Wealth Advisors Group, LLC | 39,060 | $7.00M | 1.11% | +1,766+4.7% | Added |
| Beacon Pointe Advisors, LLC | 38,976 | $6.99M | 0.11% | +844+2.2% | Added |
| GQG Partners LLC | 38,761 | $6.95M | 0.02% | −172−0.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 38,604 | $6.92M | 0.53% | +9,320+31.8% | Added |
| Albion Financial Group | 38,505 | $6.90M | 0.60% | +602+1.6% | Added |
| Wealthfront Advisers LLC | 38,495 | $6.90M | 0.03% | −4,429−10.3% | Reduced |
| FDx Advisors, Inc. | 38,464 | $6.89M | 0.38% | −22,008−36.4% | Reduced |
| Tompkins Financial Corp | 38,439 | $6.89M | 1.08% | −1,648−4.1% | Reduced |
| Bank of New Hampshire | 37,896 | $6.79M | 1.94% | +60.0% | Added |
| BancorpSouth Bank | 37,690 | $6.76M | 0.59% | −15,450−29.1% | Reduced |
| Atria Wealth Solutions, Inc. | 37,685 | $6.76M | 0.09% | +1,487+4.1% | Added |
| Engineers Gate Manager LP | 37,655 | $6.75M | 0.26% | +37,655 | New |
| Buckingham Strategic Wealth, LLC | 37,520 | $6.73M | 0.10% | +12,981+52.9% | Added |
| Naples Global Advisors, LLC | 37,415 | $6.71M | 0.79% | +236+0.6% | Added |
| Beverly Hills Private Wealth, LLC | 37,040 | $6.70M | 1.10% | +18,627+101.2% | Added |
| Vident Investment Advisory, LLC | 37,189 | $6.67M | 0.23% | −6,443−14.8% | Reduced |
| Bokf, NA | 36,796 | $6.60M | 0.13% | −1,369−3.6% | Reduced |
| Whittier Trust Co | 36,753 | $6.59M | 0.11% | −1,388−3.6% | Reduced |
| Kesler, Norman & Wride, LLC | 36,573 | $6.56M | 1.59% | +712+2.0% | Added |
| Eastover Investment Advisors LLC | 36,458 | $6.54M | 3.49% | −253−0.7% | Reduced |
| Wolverine Trading, LLC | 37,076 | $6.53M | 0.09% | +37,076 | New |
| Johnson Investment Counsel Inc | 36,375 | $6.52M | 0.08% | −8,456−18.9% | Reduced |
| EagleClaw Capital Managment, LLC | 36,340 | $6.51M | 1.50% | −300−0.8% | Reduced |
| Davy Global Fund Management Ltd | 36,021 | $6.46M | 1.23% | +84+0.2% | Added |
| Motley Fool Wealth Management, LLC | 35,865 | $6.43M | 0.38% | −6,314−15.0% | Reduced |
| Perigon Wealth Management, LLC | 35,717 | $6.40M | 0.25% | +23,565+193.9% | Added |
| Ostrum Asset Management | 35,546 | $6.37M | 0.53% | −730−2.0% | Reduced |
| Rowland & Co Investment Counsel | 35,515 | $6.37M | 1.50% | −133−0.4% | Reduced |
| New Mexico Educational Retirement Board | 35,462 | $6.36M | 0.28% | +1,700+5.0% | Added |
| North Star Investment Management Corp. | 35,456 | $6.36M | 0.52% | +215+0.6% | Added |
| Bard Financial Services, Inc. | 35,450 | $6.35M | 0.49% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 35,193 | $6.31M | 0.11% | −1,180−3.2% | Reduced |
| Wambolt & Associates, LLC | 35,165 | $6.30M | 2.24% | −130.0% | Reduced |
| PDS Planning, Inc | 34,973 | $6.27M | 0.80% | −333−0.9% | Reduced |
| Good Life Advisors, LLC | 34,887 | $6.25M | 0.70% | +469+1.4% | Added |
| FORA Capital, LLC | 34,799 | $6.24M | 0.89% | −15,161−30.3% | Reduced |
| Farmers & Merchants Investments Inc | 34,768 | $6.23M | 0.24% | −287−0.8% | Reduced |
| Advisor Partners II, LLC | 34,700 | $6.22M | 0.29% | +1,815+5.5% | Added |
| Clark Capital Management Group, Inc. | 34,699 | $6.22M | 0.06% | +7,930+29.6% | Added |
| O'Shaughnessy Asset Management, LLC | 34,672 | $6.21M | 0.09% | +679+2.0% | Added |
| tru Independence LLC | 34,615 | $6.20M | 2.04% | +373+1.1% | Added |
| Great Valley Advisor Group, Inc. | 34,598 | $6.20M | 0.26% | +3,917+12.8% | Added |
| Columbia Asset Management | 34,415 | $6.17M | 1.33% | +878+2.6% | Added |
| Birch Capital Management, LLC | 34,305 | $6.15M | 3.74% | +591+1.8% | Added |
| Cetera Advisors LLC | 34,304 | $6.15M | 0.10% | −345−1.0% | Reduced |
| Sigma Planning Corp | 34,244 | $6.14M | 0.22% | −8,323−19.6% | Reduced |
| Empowered Funds, LLC | 34,058 | $6.10M | 0.21% | +5,494+19.2% | Added |
| EA Series Trust | 34,058 | $6.10M | 0.21% | +34,058 | New |
| Beacon Financial Group | 34,627 | $6.10M | 0.83% | −9,385−21.3% | Reduced |
| Andra AP-fonden | 33,683 | $6.04M | 0.15% | −24,100−41.7% | Reduced |
| Marshall Wace, LLP | 33,527 | $6.01M | 0.01% | +33,527 | New |
| Dorsey & Whitney Trust CO LLC | 33,261 | $5.96M | 0.49% | −1,142−3.3% | Reduced |
| Lido Advisors, LLC | 33,188 | $5.95M | 0.07% | +3,338+11.2% | Added |
| Boston Research & Management Inc | 33,096 | $5.93M | 1.68% | +130+0.4% | Added |
| Baxter Bros Inc | 33,067 | $5.93M | 0.88% | −168−0.5% | Reduced |
| Venture Visionary Partners LLC | 33,007 | $5.92M | 0.35% | +3,546+12.0% | Added |
| CWA Asset Management Group, LLC | 32,960 | $5.91M | 0.41% | +2,165+7.0% | Added |
| Highland Capital Management, LLC | 32,812 | $5.88M | 0.38% | +25,279+335.6% | Added |
| Martin Capital Partners, LLC | 32,773 | $5.88M | 2.39% | −323−1.0% | Reduced |
| Northwest Bancshares, Inc. | 32,620 | $5.85M | 1.06% | +1,276+4.1% | Added |