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 2026
Institutional positions in United Parcel Service Inc as of Jun 30, 2026. 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
- 2,147
- +58 vs. Q1 2026
- Shares held
- 533.3M
- +31.2M (+6.2%) vs. Q1 2026
- Total value
- $57.3B
- +$7.97B (+16.2%) vs. Q1 2026
- New holders
- 195
- 898 more added
- Sold out
- 137
- 817 more reduced
31 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 5,438 | $584.6K | 0.02% | +10.0% | Added |
| Capital Asset Advisory Services LLC | 5,439 | $584.7K | 0.02% | +5,439 | New |
| Stonebridge Financial Group, LLC | 5,459 | $586.8K | 0.04% | +22+0.4% | Added |
| Kanawha Capital Management LLC | 5,464 | $587.4K | 0.04% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 5,496 | $590.9K | 0.02% | −8,034−59.4% | Reduced |
| Farmers National Bank | 5,509 | $592.2K | 0.12% | −734−11.8% | Reduced |
| Wealth Management Partners, LLC | 5,511 | $592.7K | 0.14% | −1,185−17.7% | Reduced |
| Jefferies Financial Group Inc. | 5,527 | $594.2K | 0.01% | +5,527 | New |
| Minot DeBlois Advisors LLC | 5,529 | $594.3K | 0.51% | +151+2.8% | Added |
| Gsa Capital Partners LLP | 5,531 | $595.0K | 0.04% | +5,531 | New |
| Howard Financial Services, Ltd. | 5,559 | $597.6K | 0.06% | +1,558+38.9% | Added |
| Northstar Financial Companies, Inc. | 5,566 | $598.3K | 0.40% | +2,084+59.9% | Added |
| Silver Oak Securities, Inc | 5,575 | $599.3K | 0.04% | +75+1.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,585 | $600.4K | 0.03% | −1,470−20.8% | Reduced |
| Anchor Bay Capital, Inc. | 5,738 | $600.9K | 0.32% | +5,738 | New |
| Griffin Asset Management, Inc. | 5,599 | $601.9K | 0.06% | +535+10.6% | Added |
| Coyle Financial Counsel LLC | 5,640 | $606.3K | 0.11% | −83−1.5% | Reduced |
| Capital International Sarl | 5,645 | $606.8K | 0.01% | 00.0% | Unchanged |
| Forteris Wealth Management Inc. | 5,659 | $608.3K | 0.50% | −234−4.0% | Reduced |
| Clearwave Capital, LLC | 5,670 | $609.5K | 0.34% | +127+2.3% | Added |
| Westpac Banking Corp | 5,675 | $610.1K | 0.04% | −5,374−48.6% | Reduced |
| Fiduciary Group LLC | 5,676 | $610.2K | 0.05% | −487−7.9% | Reduced |
| Employees Retirement System of Texas | 5,697 | $612.0K | 0.00% | −53,765−90.4% | Reduced |
| Laurion Capital Management LP | 5,700 | $612.8K | 0.04% | −9,966−63.6% | Reduced |
| MBL Wealth, LLC | 5,702 | $613.0K | 0.04% | +331+6.2% | Added |
| Alpha Omega Wealth Management LLC | 5,739 | $616.9K | 0.09% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,745 | $617.6K | 0.08% | +22+0.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,751 | $618.2K | 0.01% | +1,381+31.6% | Added |
| North Star Asset Management Inc | 5,761 | $619.3K | 0.02% | −80−1.4% | Reduced |
| MCF Advisors LLC | 5,769 | $620.2K | 0.02% | +206+3.7% | Added |
| Krane Funds Advisors LLC | 5,774 | $620.7K | 0.02% | +285+5.2% | Added |
| Darwin Advisors, LLC | 5,796 | $623.2K | 0.17% | +143+2.5% | Added |
| Sittner & Nelson, LLC | 5,799 | $623.4K | 0.20% | +534+10.1% | Added |
| New Wave Wealth Advisors LLC | 5,839 | $627.7K | 0.17% | +1,249+27.2% | Added |
| Northwest Bancshares, Inc. | 5,841 | $627.9K | 0.11% | −15,712−72.9% | Reduced |
| Alan B. Lancz & Associates, Inc. | 5,850 | $628.9K | 0.55% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 5,884 | $632.5K | 0.01% | +1,216+26.0% | Added |
| Advisortrust Partners, LLC | 5,894 | $633.6K | 0.22% | +366+6.6% | Added |
| Golden Reserve Retirement LLC | 5,908 | $635.1K | 0.10% | +3,598+155.8% | Added |
| Wellington Shields & Co., LLC | 5,913 | $635.6K | 0.14% | −400−6.3% | Reduced |
| Virtus ETF Advisers LLC | 5,916 | $636.0K | 0.24% | +4,410+292.8% | Added |
| KPP Advisory Services LLC | 5,932 | $637.7K | 0.08% | +94+1.6% | Added |
| Sentinus, LLC | 5,934 | $637.9K | 0.05% | −1,575−21.0% | Reduced |
| Acropolis Investment Management, LLC | 5,936 | $638.1K | 0.03% | −419−6.6% | Reduced |
| Hoxton Planning & Management, LLC | 5,982 | $643.1K | 0.17% | +756+14.5% | Added |
| Integrated Advisors Network LLC | 5,997 | $644.7K | 0.03% | −437−6.8% | Reduced |
| Tradewinds Capital Management, LLC | 6,000 | $645.0K | 0.11% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 6,000 | $645.0K | 0.09% | +6,000 | New |
| Crestwood Advisors Group LLC | 6,021 | $647.3K | 0.01% | +1,164+24.0% | Added |
| Armis Advisers, LLC | 5,898 | $648.9K | 0.06% | −30−0.5% | Reduced |
| OceanIQ Capital, LLC | 6,236 | $651.2K | 0.40% | +6,236 | New |
| Johnson Investment Counsel Inc | 6,088 | $654.5K | 0.00% | −203−3.2% | Reduced |
| Arista Wealth Management, LLC | 6,089 | $654.6K | 0.07% | +20.0% | Added |
| Strategic Blueprint, LLC | 6,133 | $659.3K | 0.03% | −63−1.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,153 | $661.4K | 0.02% | −49−0.8% | Reduced |
| Legacy Capital Group California, Inc. | 6,155 | $661.7K | 0.20% | −92−1.5% | Reduced |
| Ipsen Advisor Group LLC | 6,159 | $662.1K | 0.43% | −39−0.6% | Reduced |
| Colonial Trust Co | 6,164 | $662.6K | 0.08% | −2,190−26.2% | Reduced |
| Richwood Investment Advisors, LLC | 6,166 | $662.9K | 0.47% | +478+8.4% | Added |
| Kercheville Advisors, LLC | 6,188 | $665.2K | 0.20% | +568+10.1% | Added |
| Taylor Hoffman Capital Management LLC | 6,213 | $667.9K | 0.16% | 00.0% | Unchanged |
| Atom Investors LP | 6,220 | $668.6K | 0.06% | −1,447−18.9% | Reduced |
| Belpointe Asset Management LLC | 6,227 | $669.5K | 0.02% | −1,294−17.2% | Reduced |
| Crescent Grove Advisors, LLC | 6,245 | $671.4K | 0.06% | +37+0.6% | Added |
| Accurate Wealth Management, LLC | 5,993 | $674.0K | 0.06% | +163+2.8% | Added |
| Compass Financial Management LLC | 6,262 | $676.2K | 0.08% | +6,262 | New |
| Banco Santander, S.A. | 6,305 | $677.8K | 0.00% | +2,602+70.3% | Added |
| Groupama Asset Managment | 6,308 | $678.8K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 6,352 | $688.0K | 0.14% | +265+4.4% | Added |
| Mainsail Financial Group, LLC | 6,440 | $692.3K | 0.24% | +972+17.8% | Added |
| Taylor Financial Group, Inc. | 6,495 | $698.2K | 0.38% | +932+16.8% | Added |
| Beech Hill Advisors, Inc. | 6,500 | $698.8K | 0.31% | +3,500+116.7% | Added |
| Quadcap Wealth Management, LLC | 6,506 | $699.4K | 0.07% | +202+3.2% | Added |
| Larry Mathis Financial Planning, LLC | 6,508 | $699.6K | 0.53% | −526−7.5% | Reduced |
| Sharp Financial Services, LLC | 6,508 | $699.7K | 0.32% | +252+4.0% | Added |
| Revisor Wealth Management LLC | 6,520 | $700.9K | 0.17% | −181−2.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,541 | $703.1K | 0.01% | +21+0.3% | Added |
| Parcion Private Wealth LLC | 6,543 | $703.4K | 0.04% | +305+4.9% | Added |
| Absher Wealth Management, LLC | 6,552 | $704.4K | 0.08% | +151+2.4% | Added |
| GSB Wealth Management, LLC | 6,565 | $705.8K | 0.14% | +100+1.5% | Added |
| Aviance Capital Partners, LLC | 6,568 | $706.1K | 0.07% | −420−6.0% | Reduced |
| Ameritas Investment Partners, Inc. | 6,571 | $706.4K | 0.02% | −255−3.7% | Reduced |
| Jessup Wealth Management, Inc | 6,576 | $706.9K | 0.21% | +97+1.5% | Added |
| Verition Fund Management LLC | 6,594 | $708.9K | 0.00% | −62,501−90.5% | Reduced |
| Denali Advisors LLC | 6,600 | $709.5K | 0.07% | 00.0% | Unchanged |
| Exeter Financial, LLC | 6,625 | $712.2K | 0.27% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 6,634 | $713.2K | 0.04% | −9,321−58.4% | Reduced |
| AIMZ Investment Advisors, LLC | 6,650 | $714.9K | 0.20% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 44,763 | $718.1K | 0.12% | +38,440+607.9% | Added |
| AssuredPartners Investment Advisors, LLC | 6,682 | $718.3K | 0.07% | +372+5.9% | Added |
| NVWM, LLC | 6,685 | $718.6K | 0.14% | +6,665+33,325.0% | Added |
| Galvin, Gaustad & Stein, LLC | 6,739 | $724.4K | 0.05% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 6,746 | $725.2K | 0.14% | −1,245−15.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 6,752 | $725.9K | 0.04% | −393−5.5% | Reduced |
| Smithfield Trust Co | 6,764 | $726.0K | 0.03% | −390−5.5% | Reduced |
| Waddell & Associates, LLC | 6,784 | $729.3K | 0.04% | +1,342+24.7% | Added |
| CacheTech Inc. | 6,808 | $731.9K | 0.12% | +1,834+36.9% | Added |
| Stoneridge Investment Partners LLC | 7,041 | $734.0K | 0.48% | −6,441−47.8% | Reduced |
| Advisors Management Group Inc | 6,850 | $736.0K | 0.12% | −120−1.7% | Reduced |
| Acorn Wealth Advisors, LLC | 6,858 | $737.2K | 0.18% | −229−3.2% | Reduced |