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 |
|---|---|---|---|---|---|
| City Holding Co | 23,836 | $4.27M | 0.74% | −360−1.5% | Reduced |
| National Asset Management, Inc. | 23,793 | $4.26M | 0.10% | −1,921−7.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 23,650 | $4.24M | 0.44% | −3,878−14.1% | Reduced |
| Butensky & Cohen Financial Security, Inc | 23,646 | $4.24M | 1.52% | −1,162−4.7% | Reduced |
| Papp L Roy & Associates | 23,572 | $4.23M | 0.54% | +27+0.1% | Added |
| HBK Investments L P | 23,437 | $4.20M | 0.13% | +23,437 | New |
| Summitry LLC | 23,383 | $4.19M | 0.26% | +602+2.6% | Added |
| Bleakley Financial Group, LLC | 23,380 | $4.19M | 0.13% | −2,328−9.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 23,301 | $4.18M | 0.21% | −1,035−4.3% | Reduced |
| Duality Advisers, LP | 23,016 | $4.13M | 0.52% | +23,016 | New |
| Azimuth Capital Investment Management LLC | 22,964 | $4.12M | 0.20% | −59−0.3% | Reduced |
| Teilinger Capital Ltd. | 22,900 | $4.10M | 1.49% | +22,900 | New |
| Heritage Trust Co | 22,885 | $4.10M | 0.60% | +244+1.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,863 | $4.10M | 0.11% | −78−0.3% | Reduced |
| Ellsworth Advisors, LLC | 22,824 | $4.09M | 1.41% | +797+3.6% | Added |
| Alberta Investment Management Corp | 22,800 | $4.09M | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 22,698 | $4.07M | 0.08% | +3,643+19.1% | Added |
| Empirical Finance, LLC | 22,619 | $4.05M | 0.31% | +2,451+12.2% | Added |
| GSB Wealth Management, LLC | 22,605 | $4.05M | 1.32% | +86+0.4% | Added |
| Pitcairn Co | 22,598 | $4.05M | 0.34% | −1,911−7.8% | Reduced |
| Bridgeworth, LLC | 22,522 | $4.04M | 0.45% | −61−0.3% | Reduced |
| Shell Asset Management Co | 22,524 | $4.04M | 0.16% | −3,429−13.2% | Reduced |
| Madison Wealth Management | 22,485 | $4.03M | 0.82% | −80.0% | Reduced |
| Laffer Tengler Investments | 22,448 | $4.02M | 1.07% | +439+2.0% | Added |
| Antonetti Capital Management LLC | 22,394 | $4.01M | 5.78% | −20−0.1% | Reduced |
| Sheets Smith Wealth Management | 22,295 | $4.00M | 0.58% | +54+0.2% | Added |
| Smith, Salley & Associates | 22,262 | $3.99M | 0.29% | +5,451+32.4% | Added |
| Westpac Banking Corp | 22,259 | $3.99M | 0.28% | −97,078−81.3% | Reduced |
| DFPG Investments, LLC | 21,381 | $3.98M | 0.36% | +2,432+12.8% | Added |
| Brookmont Capital Management | 22,170 | $3.97M | 2.40% | −65−0.3% | Reduced |
| Hoylecohen, LLC | 22,136 | $3.97M | 0.35% | −291−1.3% | Reduced |
| Commonwealth Retirement Investments LLC | 22,135 | $3.97M | 2.21% | +617+2.9% | Added |
| Arkadios Wealth Advisors | 21,971 | $3.94M | 0.46% | −35−0.2% | Reduced |
| Avidian Wealth Solutions, LLC | 21,914 | $3.93M | 0.26% | +9,127+71.4% | Added |
| Sterling Investment Advisors, Ltd. | 21,914 | $3.93M | 1.30% | −442−2.0% | Reduced |
| Roundview Capital LLC | 21,702 | $3.89M | 0.38% | +203+0.9% | Added |
| New England Research & Management, Inc. | 21,482 | $3.85M | 2.23% | +1,895+9.7% | Added |
| King Luther Capital Management Corp | 21,400 | $3.84M | 0.02% | −2,480−10.4% | Reduced |
| North Star Asset Management Inc | 21,336 | $3.82M | 0.21% | −1,367−6.0% | Reduced |
| Ieq Capital, LLC | 21,265 | $3.81M | 0.08% | −3,571−14.4% | Reduced |
| Physicians Financial Services, Inc. | 21,220 | $3.80M | 1.49% | −199−0.9% | Reduced |
| Boston Private Wealth LLC | 21,087 | $3.78M | 0.07% | −5,732−21.4% | Reduced |
| Freestone Capital Holdings, LLC | 21,056 | $3.77M | 0.15% | +423+2.1% | Added |
| Pavion Blue Capital, LLC | 21,039 | $3.77M | 2.20% | +4,022+23.6% | Added |
| Farmers Trust Co | 20,997 | $3.76M | 0.81% | −16−0.1% | Reduced |
| Princeton Global Asset Management LLC | 20,884 | $3.74M | 1.09% | −464−2.2% | Reduced |
| EP Wealth Advisors, LLC | 25,163 | $3.71M | 0.06% | −145,610−85.3% | Reduced |
| Hudson Capital Management LLC | 20,693 | $3.71M | 1.43% | +793+4.0% | Added |
| Park National Corp | 20,652 | $3.70M | 0.16% | −2,101−9.2% | Reduced |
| Virginia Wealth Management Group, Inc. | 20,491 | $3.67M | 2.52% | −67−0.3% | Reduced |
| Avitas Wealth Management LLC | 20,469 | $3.67M | 0.66% | −81−0.4% | Reduced |
| Ossiam | 20,446 | $3.66M | 0.07% | +924+4.7% | Added |
| Perkins Coie Trust Co | 20,381 | $3.65M | 1.04% | −244−1.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,343 | $3.65M | 0.22% | −5,932−22.6% | Reduced |
| Assenagon Asset Management S.A. | 20,309 | $3.64M | 0.01% | −9,576−32.0% | Reduced |
| Paradigm Asset Management Co LLC | 20,224 | $3.63M | 0.97% | +19,300+2,088.7% | Added |
| United Asset Strategies, Inc. | 20,163 | $3.61M | 0.45% | +2,854+16.5% | Added |
| Signature Wealth Management Group | 20,160 | $3.61M | 1.68% | +889+4.6% | Added |
| Cox Capital Mgt LLC | 20,136 | $3.61M | 2.66% | +82+0.4% | Added |
| Cordatus Wealth Management LLC | 20,024 | $3.59M | 1.35% | +20,024 | New |
| Old Point Trust & Financial Services N A | 20,019 | $3.59M | 1.49% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 20,000 | $3.58M | 0.83% | 00.0% | Unchanged |
| Monument Capital Management | 19,951 | $3.58M | 1.14% | −1,392−6.5% | Reduced |
| Palisade Asset Management, LLC | 19,919 | $3.57M | 0.41% | −30.0% | Reduced |
| Marietta Wealth Management, LLC | 19,843 | $3.56M | 0.67% | +391+2.0% | Added |
| Fort Washington Investment Advisors Inc | 19,781 | $3.55M | 0.03% | −277−1.4% | Reduced |
| Horizon Investments, LLC | 19,883 | $3.53M | 0.10% | +571+3.0% | Added |
| Millennium Capital Advisors, LLC | 19,672 | $3.53M | 2.90% | +700+3.7% | Added |
| Fulton Bank, N.A. | 19,510 | $3.50M | 0.17% | −449−2.2% | Reduced |
| Silverhawk Asset Management, LLC | 19,470 | $3.49M | 2.87% | −530−2.7% | Reduced |
| Courier Capital LLC | 19,200 | $3.44M | 0.27% | −640−3.2% | Reduced |
| Chapman Investment Management, LLC | 19,196 | $3.44M | 2.73% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 19,170 | $3.44M | 0.44% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 19,101 | $3.42M | 0.07% | +3,534+22.7% | Added |
| Cardinal Capital Management | 19,090 | $3.42M | 0.69% | +269+1.4% | Added |
| Exencial Wealth Advisors, LLC | 18,899 | $3.39M | 0.16% | +1,116+6.3% | Added |
| Twin Lakes Capital Management, LLC | 18,876 | $3.38M | 2.40% | +173+0.9% | Added |
| Stamos Capital Partners, L.P. | 18,760 | $3.36M | 0.79% | +2,360+14.4% | Added |
| Cary Street Partner Investment Advisory LLC | 18,731 | $3.36M | 0.22% | −55−0.3% | Reduced |
| Arvest Trust Co N A | 17,931 | $3.36M | 0.20% | −1,078−5.7% | Reduced |
| Montag A & Associates Inc | 18,709 | $3.35M | 0.21% | +195+1.1% | Added |
| Parallel Advisors, LLC | 18,631 | $3.34M | 0.11% | −2,932−13.6% | Reduced |
| Meritage Portfolio Management | 18,538 | $3.32M | 0.24% | +647+3.6% | Added |
| Pure Financial Advisors, Inc. | 18,496 | $3.32M | 0.14% | +1,324+7.7% | Added |
| Eudaimonia Partners, LLC | 18,474 | $3.31M | 0.75% | +564+3.1% | Added |
| Northcape Wealth Management, LLC | 18,466 | $3.31M | 1.19% | +136+0.7% | Added |
| AustralianSuper Pty Ltd | 18,425 | $3.30M | 0.02% | +18,425 | New |
| Aspire Private Capital, LLC | 18,415 | $3.30M | 1.05% | +23+0.1% | Added |
| Plimoth Trust Co LLC | 18,390 | $3.30M | 0.99% | −198−1.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 18,276 | $3.28M | 2.31% | +1,636+9.8% | Added |
| Beacon Investment Advisory Services, Inc. | 18,274 | $3.28M | 0.15% | −2,081−10.2% | Reduced |
| Boyar Asset Management Inc. | 18,256 | $3.27M | 2.42% | −99−0.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 18,219 | $3.27M | 1.47% | +47+0.3% | Added |
| Marion Wealth Management | 18,198 | $3.26M | 1.16% | −524−2.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 18,049 | $3.23M | 2.09% | +569+3.3% | Added |
| Kennon-Green & Company, LLC | 18,033 | $3.23M | 3.01% | +440+2.5% | Added |
| Viking Fund Management LLC | 18,000 | $3.23M | 0.61% | +18,000 | New |
| Lazard Asset Management LLC | 17,943 | $3.21M | 0.00% | −98,495−84.6% | Reduced |
| Cary Street Partners Asset Management LLC | 17,926 | $3.21M | 0.60% | −140−0.8% | Reduced |
| Stanley-Laman Group, Ltd. | 17,858 | $3.20M | 0.53% | +1,377+8.4% | Added |