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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 32,611 | $5.85M | 0.21% | −600−1.8% | Reduced |
| Avantax Advisory Services, Inc. | 32,415 | $5.81M | 0.07% | −3,691−10.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 32,379 | $5.80M | 2.50% | +200+0.6% | Added |
| Motco | 32,340 | $5.80M | 0.38% | −114−0.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 32,194 | $5.77M | 2.82% | +477+1.5% | Added |
| Flputnam Investment Management Co | 32,146 | $5.76M | 0.16% | −11,460−26.3% | Reduced |
| Woodstock Corp | 32,079 | $5.75M | 0.68% | +148+0.5% | Added |
| Savant Capital, LLC | 32,076 | $5.75M | 0.09% | +23,147+259.2% | Added |
| TrinityPoint Wealth, LLC | 31,959 | $5.73M | 1.12% | −38−0.1% | Reduced |
| Ascent Wealth Partners, LLC | 32,222 | $5.69M | 1.00% | +1,447+4.7% | Added |
| D L Carlson Investment Group Inc | 31,611 | $5.67M | 1.08% | −162−0.5% | Reduced |
| Metropolitan Life Insurance Co | 31,586 | $5.66M | 0.28% | −1,058−3.2% | Reduced |
| Rench Wealth Management, Inc. | 31,495 | $5.65M | 2.48% | +1,287+4.3% | Added |
| Advisory Services Network, LLC | 31,479 | $5.64M | 0.15% | −1,511−4.6% | Reduced |
| Loomis Sayles & Co L P | 31,376 | $5.62M | 0.01% | +72+0.2% | Added |
| Banque Cantonale Vaudoise | 31,319 | $5.61M | 0.26% | −1,126−3.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 31,250 | $5.60M | 0.54% | −1,685−5.1% | Reduced |
| Sawtooth Solutions, LLC | 31,028 | $5.56M | 0.15% | −2,814−8.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 31,024 | $5.56M | 1.58% | −2,160−6.5% | Reduced |
| Westfield Capital Management Co LP | 30,883 | $5.54M | 0.04% | +1,996+6.9% | Added |
| Mather Group, LLC. | 30,833 | $5.53M | 0.09% | +679+2.3% | Added |
| Soltis Investment Advisors LLC | 30,828 | $5.53M | 0.64% | −10,562−25.5% | Reduced |
| Fusion Capital, LLC | 30,813 | $5.52M | 3.09% | +424+1.4% | Added |
| Siemens Fonds Invest GmbH | 30,890 | $5.51M | 0.54% | −264−0.8% | Reduced |
| Bridge Creek Capital Management LLC | 30,707 | $5.50M | 1.97% | −80−0.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 29,915 | $5.50M | 0.26% | −2,636−8.1% | Reduced |
| Legacy Advisors, LLC | 30,609 | $5.49M | 0.81% | −1,206−3.8% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 30,497 | $5.47M | 1.79% | +100.0% | Added |
| Cohen Klingenstein LLC | 30,060 | $5.39M | 0.23% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 29,995 | $5.38M | 1.09% | +753+2.6% | Added |
| Federation des caisses Desjardins du Quebec | 29,984 | $5.37M | 0.05% | +413+1.4% | Added |
| Principal Street Partners, LLC | 29,718 | $5.33M | 1.27% | −1,722−5.5% | Reduced |
| Red Door Wealth Management, LLC | 29,673 | $5.32M | 1.18% | −8,801−22.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 29,737 | $5.31M | 0.07% | −10,327−25.8% | Reduced |
| Horrell Capital Management, Inc. | 29,518 | $5.29M | 1.63% | +40.0% | Added |
| Atwater Malick LLC | 29,370 | $5.26M | 2.25% | +1,921+7.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 29,349 | $5.26M | 0.20% | −9,796−25.0% | Reduced |
| Community Bank, N.A. | 29,304 | $5.25M | 0.69% | +171+0.6% | Added |
| Associated Banc-Corp | 29,174 | $5.23M | 0.20% | −342−1.2% | Reduced |
| Vision Capital Management, Inc. | 28,968 | $5.19M | 0.89% | −20−0.1% | Reduced |
| Sepio Capital, LP | 28,949 | $5.19M | 0.42% | −802−2.7% | Reduced |
| Stokes Capital Advisors, LLC | 28,926 | $5.18M | 1.75% | +408+1.4% | Added |
| Stolper Co | 28,789 | $5.16M | 2.17% | −361−1.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 28,778 | $5.16M | 0.08% | +5,620+24.3% | Added |
| TD Private Client Wealth LLC | 28,616 | $5.13M | 0.22% | −9,165−24.3% | Reduced |
| Prudential PLC | 28,552 | $5.12M | 0.06% | +2,580+9.9% | Added |
| Foundations Investment Advisors, LLC | 28,321 | $5.08M | 0.17% | +1,263+4.7% | Added |
| Capital Investment Counsel, Inc | 28,254 | $5.06M | 0.98% | −173−0.6% | Reduced |
| NewSquare Capital LLC | 28,244 | $5.06M | 0.53% | +1,341+5.0% | Added |
| Culbertson A N & Co Inc | 28,243 | $5.06M | 0.98% | +802+2.9% | Added |
| PGGM Investments | 28,190 | $5.05M | 0.08% | −27,203−49.1% | Reduced |
| Bragg Financial Advisors, Inc | 28,095 | $5.04M | 0.28% | +2,243+8.7% | Added |
| Bogart Wealth, LLC | 27,902 | $5.00M | 0.32% | +1,253+4.7% | Added |
| Eagle Rock Investment Company, LLC | 27,309 | $4.99M | 1.07% | +250+0.9% | Added |
| Coldstream Capital Management Inc | 27,835 | $4.99M | 0.16% | −1,022−3.5% | Reduced |
| Bourne Lent Asset Management Inc | 27,748 | $4.97M | 1.73% | −1,000−3.5% | Reduced |
| Peloton Wealth Strategists | 27,680 | $4.96M | 2.20% | −1,820−6.2% | Reduced |
| Hodges Capital Management Inc. | 22,499 | $4.94M | 0.29% | +305+1.4% | Added |
| Argyle Capital Management Inc. | 27,478 | $4.93M | 1.78% | −850−3.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 27,363 | $4.90M | 0.18% | +1,277+4.9% | Added |
| Globeflex Capital L P | 27,228 | $4.88M | 0.54% | 00.0% | Unchanged |
| William Allan, LLC | 27,037 | $4.85M | 3.71% | −30.0% | Reduced |
| Atlantic Union Bankshares Corp | 26,999 | $4.84M | 0.48% | −4,127−13.3% | Reduced |
| Keating Investment Counselors Inc | 26,962 | $4.83M | 1.75% | −663−2.4% | Reduced |
| Farmers National Bank | 26,914 | $4.82M | 1.65% | +213+0.8% | Added |
| Gotham Asset Management, LLC | 26,852 | $4.81M | 0.10% | −14,479−35.0% | Reduced |
| Opus Investment Management Inc | 26,600 | $4.77M | 1.71% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 26,482 | $4.75M | 0.20% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 26,374 | $4.75M | 0.53% | +1,522+6.1% | Added |
| Stratos Wealth Advisors, LLC | 26,304 | $4.72M | 0.33% | −281−1.1% | Reduced |
| McDaniel Terry & Co | 26,290 | $4.71M | 0.48% | −129−0.5% | Reduced |
| Veritable, L.P. | 26,216 | $4.70M | 0.08% | +3,837+17.1% | Added |
| Benin Management CORP | 26,020 | $4.66M | 1.67% | +15+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 26,018 | $4.66M | 0.35% | +49+0.2% | Added |
| Hallmark Capital Management Inc | 25,905 | $4.64M | 0.42% | +907+3.6% | Added |
| Schulhoff & Co Inc | 25,816 | $4.63M | 2.15% | −249−1.0% | Reduced |
| Northwest Investment Counselors, LLC | 25,795 | $4.62M | 1.24% | +379+1.5% | Added |
| Cypress Wealth Services, LLC | 25,196 | $4.60M | 1.21% | +600+2.4% | Added |
| Sovereign Financial Group, Inc. | 25,536 | $4.58M | 1.49% | −1,848−6.7% | Reduced |
| Valeo Financial Advisors, LLC | 25,358 | $4.55M | 0.21% | −1,599−5.9% | Reduced |
| KMG Fiduciary Partners, LLC | 25,267 | $4.53M | 0.59% | +2,488+10.9% | Added |
| Metis Global Partners, LLC | 25,214 | $4.52M | 0.24% | −1,689−6.3% | Reduced |
| Bowen Hanes & Co Inc | 25,204 | $4.52M | 0.14% | +710+2.9% | Added |
| Icon Wealth Partners, LLC | 25,149 | $4.51M | 0.48% | −3,912−13.5% | Reduced |
| Vestcor Inc | 25,093 | $4.50M | 0.16% | +145+0.6% | Added |
| Lakeview Capital Partners, LLC | 24,972 | $4.48M | 0.83% | +20,111+413.7% | Added |
| Vaughan David Investments LLC | 24,892 | $4.46M | 0.13% | −429−1.7% | Reduced |
| Independent Investors Inc | 24,811 | $4.45M | 1.03% | 00.0% | Unchanged |
| Fosun International Ltd | 24,804 | $4.45M | 0.62% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 24,778 | $4.44M | 0.09% | 00.0% | Unchanged |
| Everence Capital Management Inc | 26,175 | $4.37M | 0.36% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 24,384 | $4.37M | 1.06% | −1,151−4.5% | Reduced |
| Ethic Inc. | 24,228 | $4.34M | 0.16% | −3,390−12.3% | Reduced |
| Westover Capital Advisors, LLC | 24,225 | $4.34M | 1.51% | −1,079−4.3% | Reduced |
| Laurel Wealth Advisors LLC | 24,013 | $4.30M | 0.87% | −665−2.7% | Reduced |
| Verdence Capital Advisors LLC | 23,999 | $4.30M | 0.50% | +608+2.6% | Added |
| Sawyer & Company, Inc | 23,864 | $4.28M | 1.96% | +284+1.2% | Added |
| Occudo Quantitative Strategies LP | 23,858 | $4.28M | 0.44% | +23,858 | New |
| Horan Capital Advisors, LLC. | 23,855 | $4.28M | 1.67% | +273+1.2% | Added |
| Brady Family Wealth, LLC | 23,842 | $4.27M | 1.59% | +36+0.2% | Added |