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 |
|---|---|---|---|---|---|
| Adams Asset Advisors, LLC | 17,796 | $3.19M | 0.47% | −2,626−12.9% | Reduced |
| Cypress Capital Group | 17,689 | $3.17M | 0.46% | +10+0.1% | Added |
| Sumitomo Life Insurance Co | 17,687 | $3.17M | 0.14% | −844−4.6% | Reduced |
| McDonald Partners LLC | 17,653 | $3.16M | 0.97% | −10.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 17,648 | $3.16M | 0.40% | +3,236+22.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 17,546 | $3.15M | 0.39% | −1,618−8.4% | Reduced |
| SWS Partners | 17,535 | $3.14M | 1.13% | +4,091+30.4% | Added |
| Oak Harbor Wealth Partners, LLC | 17,505 | $3.14M | 1.08% | +40.0% | Added |
| Gladstone Institutional Advisory LLC | 17,473 | $3.13M | 0.19% | −7,628−30.4% | Reduced |
| Harbor Capital Advisors, Inc. | 17,466 | $3.13M | 0.63% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 17,423 | $3.12M | 0.16% | +3,406+24.3% | Added |
| Bridges Investment Management Inc | 17,421 | $3.12M | 0.10% | −1,587−8.3% | Reduced |
| Strategic Advisors LLC | 17,409 | $3.12M | 0.59% | +81+0.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 17,345 | $3.11M | 0.03% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 17,131 | $3.07M | 0.36% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 17,056 | $3.06M | 0.17% | +17,056 | New |
| Monarch Capital Management Inc | 17,001 | $3.05M | 0.92% | +774+4.8% | Added |
| Greenline Partners, LLC | 16,989 | $3.05M | 0.57% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 16,960 | $3.04M | 1.07% | +204+1.2% | Added |
| Tiaa, FSB | 16,953 | $3.04M | 0.01% | −786−4.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16,905 | $3.03M | 1.58% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 16,903 | $3.03M | 0.09% | +5,765+51.8% | Added |
| Miller Investment Management, LP | 16,859 | $3.02M | 0.46% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 16,839 | $3.02M | 2.12% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 16,670 | $2.99M | 0.20% | +142+0.9% | Added |
| Portside Wealth Group, LLC | 16,593 | $2.97M | 0.55% | +16,593 | New |
| Sculati Wealth Management, LLC | 16,541 | $2.97M | 1.49% | +67+0.4% | Added |
| Shorepoint Capital Partners LLC | 16,429 | $2.94M | 0.83% | −42−0.3% | Reduced |
| GHP Investment Advisors, Inc. | 16,302 | $2.88M | 0.17% | +1,673+11.4% | Added |
| Commerzbank Aktiengesellschaft | 15,994 | $2.87M | 0.14% | +4,893+44.1% | Added |
| Auxier Asset Management | 15,918 | $2.85M | 0.47% | +10.0% | Added |
| Jacobi Capital Management LLC | 15,915 | $2.85M | 0.32% | +253+1.6% | Added |
| JLB & Associates Inc | 15,909 | $2.85M | 0.41% | +953+6.4% | Added |
| Allworth Financial LP | 15,903 | $2.85M | 0.02% | −306−1.9% | Reduced |
| Sunbelt Securities, Inc. | 15,862 | $2.84M | 0.41% | −552−3.4% | Reduced |
| Banque Pictet & Cie SA | 15,828 | $2.84M | 0.02% | +3,560+29.0% | Added |
| Clearstead Advisors, LLC | 15,778 | $2.83M | 0.17% | +3,590+29.5% | Added |
| Marks Group Wealth Management, Inc | 15,778 | $2.83M | 0.34% | +504+3.3% | Added |
| Meiji Yasuda Life Insurance Co | 15,764 | $2.83M | 0.07% | +1,003+6.8% | Added |
| Zullo Investment Group, Inc. | 15,719 | $2.82M | 1.61% | −10.0% | Reduced |
| Searle & Co. | 15,050 | $2.82M | 0.87% | 00.0% | Unchanged |
| Alta Capital Management LLC | 15,659 | $2.81M | 0.19% | −28−0.2% | Reduced |
| We Are One Seven, LLC | 15,646 | $2.80M | 0.26% | −2,344−13.0% | Reduced |
| Lincoln National Corp | 15,641 | $2.80M | 0.06% | −301−1.9% | Reduced |
| Schnieders Capital Management LLC | 15,634 | $2.80M | 0.59% | +163+1.1% | Added |
| South Dakota Investment Council | 15,608 | $2.80M | 0.06% | −1,400−8.2% | Reduced |
| Arete Wealth Advisors, LLC | 15,581 | $2.79M | 0.25% | −579−3.6% | Reduced |
| Exeter Financial, LLC | 15,073 | $2.79M | 1.44% | +66+0.4% | Added |
| Pinkerton Retirement Specialists, LLC | 15,518 | $2.78M | 0.55% | +433+2.9% | Added |
| Cypress Asset Management Inc | 15,410 | $2.78M | 0.90% | −493−3.1% | Reduced |
| Wharton Business Group, LLC | 15,468 | $2.77M | 0.18% | −1,345−8.0% | Reduced |
| Wedbush Securities Inc | 15,443 | $2.77M | 0.13% | −2,278−12.9% | Reduced |
| ING Groep NV | 15,441 | $2.77M | 0.02% | +13,994+967.1% | Added |
| Ballentine Partners, LLC | 15,419 | $2.76M | 0.06% | −82−0.5% | Reduced |
| Charter Research & Investment Group, Inc. | 15,400 | $2.76M | 2.29% | −69−0.4% | Reduced |
| Shoker Investment Counsel, Inc. | 15,353 | $2.75M | 1.15% | +135+0.9% | Added |
| Silvercrest Asset Management Group LLC | 15,308 | $2.74M | 0.02% | −49−0.3% | Reduced |
| Change Path, LLC | 15,266 | $2.74M | 0.13% | +1,751+13.0% | Added |
| Chatham Capital Group, Inc. | 15,217 | $2.73M | 0.57% | +1,368+9.9% | Added |
| Harbour Investment Management LLC | 15,188 | $2.72M | 1.43% | −50−0.3% | Reduced |
| Lockheed Martin Investment Management Co | 15,166 | $2.72M | 0.16% | −24,130−61.4% | Reduced |
| Truvestments Capital LLC | 15,156 | $2.72M | 1.35% | +452+3.1% | Added |
| Rehmann Capital Advisory Group | 15,038 | $2.70M | 0.24% | +11+0.1% | Added |
| Advisors Capital Management, LLC | 15,016 | $2.69M | 0.06% | −222−1.5% | Reduced |
| Bonness Enterprises Inc | 14,950 | $2.68M | 1.21% | 00.0% | Unchanged |
| Comerica Securities,inc. | 14,936 | $2.68M | 0.19% | −91−0.6% | Reduced |
| Tradition Wealth Management, LLC | 14,918 | $2.67M | 0.31% | +12,677+565.7% | Added |
| StoneX Group Inc. | 14,886 | $2.67M | 0.28% | −245−1.6% | Reduced |
| Mill Capital Management, LLC | 14,753 | $2.64M | 0.25% | −837−5.4% | Reduced |
| Mechanics Bank Trust Department | 14,753 | $2.64M | 0.42% | +55+0.4% | Added |
| Investmark Advisory Group LLC | 14,694 | $2.63M | 1.76% | +530+3.7% | Added |
| Independence Bank of Kentucky | 14,682 | $2.63M | 1.07% | −204−1.4% | Reduced |
| PFG Advisors | 14,642 | $2.62M | 0.20% | −671−4.4% | Reduced |
| Towercrest Capital Management | 14,600 | $2.62M | 0.49% | +14,600 | New |
| Jackson Wealth Management, LLC | 14,585 | $2.61M | 0.38% | +389+2.7% | Added |
| Forte Capital LLC | 14,563 | $2.61M | 0.38% | +1,264+9.5% | Added |
| Quantinno Capital Management LP | 14,549 | $2.61M | 0.15% | −2,576−15.0% | Reduced |
| Wright Investors Service Inc | 14,430 | $2.59M | 0.73% | −15,942−52.5% | Reduced |
| Palouse Capital Management, Inc. | 14,384 | $2.58M | 1.80% | −1,052−6.8% | Reduced |
| Bradley Foster & Sargent Inc | 14,381 | $2.58M | 0.05% | +856+6.3% | Added |
| South State Corp. | 14,363 | $2.57M | 0.23% | −886−5.8% | Reduced |
| Gries Financial LLC | 14,353 | $2.57M | 0.71% | +6,024+72.3% | Added |
| Advisory Services & Investments, LLC | 14,339 | $2.57M | 2.12% | −67−0.5% | Reduced |
| Trustmark National Bank Trust Department | 14,284 | $2.56M | 0.24% | +40+0.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,277 | $2.56M | 1.55% | +129+0.9% | Added |
| Cornerstone Investment Partners, LLC | 14,205 | $2.55M | 0.16% | +3,428+31.8% | Added |
| G&S Capital LLC | 14,184 | $2.54M | 1.22% | +5,310+59.8% | Added |
| SkyOak Wealth, LLC | 14,152 | $2.54M | 0.72% | +1,286+10.0% | Added |
| Corbyn Investment Management Inc | 14,122 | $2.53M | 1.23% | −9,546−40.3% | Reduced |
| Park Avenue Securities LLC | 14,052 | $2.52M | 0.04% | +1,667+13.5% | Added |
| Ally Financial Inc. | 14,000 | $2.51M | 0.35% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 13,986 | $2.51M | 0.34% | +13,986 | New |
| Veriti Management LLC | 13,984 | $2.51M | 0.28% | −385−2.7% | Reduced |
| Davis R M Inc | 13,963 | $2.50M | 0.06% | +12,027+621.2% | Added |
| Tokio Marine Asset Management Co Ltd | 13,854 | $2.48M | 0.16% | +422+3.1% | Added |
| Douglass Winthrop Advisors, LLC | 13,835 | $2.48M | 0.06% | 00.0% | Unchanged |
| BFSG, LLC | 13,813 | $2.48M | 0.42% | +119+0.9% | Added |
| Easterly Investment Partners LLC | 13,805 | $2.47M | 0.22% | −699−4.8% | Reduced |
| Horst & Graben Wealth Management LLC | 13,780 | $2.47M | 0.59% | +13+0.1% | Added |
| Camden Capital, LLC | 13,723 | $2.46M | 0.28% | +52+0.4% | Added |