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 |
|---|---|---|---|---|---|
| Summit Financial Wealth Advisors, LLC | 6,866 | $738.1K | 0.09% | +352+5.4% | Added |
| Marex Group plc | 6,869 | $738.4K | 0.01% | −2,155−23.9% | Reduced |
| Seelaus Asset Management LLC | 6,881 | $739.7K | 0.52% | +2,340+51.5% | Added |
| Investor's Fiduciary Advisor Network, LLC | 6,902 | $741.0K | 0.25% | −1,875−21.4% | Reduced |
| Coppell Advisory Solutions LLC | 7,515 | $742.0K | 0.22% | +7,515 | New |
| NBC Securities, Inc. | 6,919 | $743.8K | 0.05% | +92+1.3% | Added |
| Mitchell Sinkler & Starr | 6,955 | $747.7K | 0.31% | +34+0.5% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 6,965 | $748.8K | 0.31% | +1,440+26.1% | Added |
| Perfromance Wealth Partners, LLC | 6,983 | $750.7K | 0.02% | +17+0.2% | Added |
| Cigna Investments Inc | 6,984 | $751.0K | 0.10% | 00.0% | Unchanged |
| White Pine Capital LLC | 7,017 | $754.3K | 0.18% | +1,167+19.9% | Added |
| Colonial Trust Advisors | 7,019 | $754.5K | 0.05% | −121−1.7% | Reduced |
| Fiscal Wisdom Wealth Management, LLC | 7,028 | $755.5K | 0.64% | +263+3.9% | Added |
| Forge Financial Services LLC | 7,038 | $756.6K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7,086 | $761.7K | 0.03% | +569+8.7% | Added |
| Cora Capital Advisors LLC | 7,118 | $765.1K | 0.21% | +222+3.2% | Added |
| Trust Co of Virginia | 7,127 | $766.2K | 0.06% | +67+0.9% | Added |
| Davis Investment Partners, LLC | 7,162 | $769.9K | 0.23% | +182+2.6% | Added |
| Prosperity Consulting Group, LLC | 7,183 | $772.2K | 0.03% | +1,209+20.2% | Added |
| Onyx Bridge Wealth Group LLC | 7,192 | $773.2K | 0.07% | +170+2.4% | Added |
| Noble Family Wealth, LLC | 7,230 | $777.2K | 0.14% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,235 | $777.8K | 0.02% | +288+4.1% | Added |
| Syon Capital LLC | 7,252 | $779.6K | 0.03% | +112+1.6% | Added |
| Forza Wealth Management, LLC | 7,274 | $782.0K | 0.24% | +394+5.7% | Added |
| Carson Advisory Inc. | 7,276 | $782.1K | 0.36% | −570−7.3% | Reduced |
| Jump Financial, LLC | 7,343 | $789.4K | 0.01% | +4,885+198.7% | Added |
| Total Wealth Planning & Management, Inc. | 7,353 | $790.5K | 0.57% | −36−0.5% | Reduced |
| Equitable Trust Co | 7,358 | $791.0K | 0.03% | +1,649+28.9% | Added |
| Cypress Capital Group | 7,401 | $795.6K | 0.07% | −5,630−43.2% | Reduced |
| Nations Financial Group Inc, | 7,456 | $801.5K | 0.04% | +1,074+16.8% | Added |
| Greenleaf Trust | 7,484 | $804.5K | 0.01% | +413+5.8% | Added |
| Fulcrum Asset Management LLP | 7,458 | $805.5K | 0.08% | +7,458 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,500 | $806.3K | 0.32% | +4,300+134.4% | Added |
| Brandes Investment Partners, LP | 7,517 | $808.1K | 0.01% | −4,436−37.1% | Reduced |
| Roundview Capital LLC | 7,532 | $809.7K | 0.04% | −486−6.1% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 7,547 | $811.3K | 0.57% | +194+2.6% | Added |
| Eldridge Investment Advisors, Inc. | 7,578 | $814.7K | 0.16% | +7+0.1% | Added |
| Wolff Financial Management LLC | 7,579 | $814.7K | 0.16% | +8+0.1% | Added |
| Balboa Wealth Partners | 7,582 | $815.0K | 0.11% | −175−2.3% | Reduced |
| Corundum Group, Inc. | 7,593 | $816.2K | 0.24% | +246+3.3% | Added |
| Clark Capital Management Group, Inc. | 7,593 | $816.3K | 0.00% | +63+0.8% | Added |
| TD Private Client Wealth LLC | 7,625 | $819.7K | 0.02% | +202+2.7% | Added |
| King Wealth | 7,632 | $820.0K | 0.09% | 00.0% | Unchanged |
| A&I Financial Services, LLC | 7,630 | $820.2K | 0.36% | +7,630 | New |
| Alesco Advisors LLC | 7,637 | $821.0K | 0.02% | −6,937−47.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,649 | $822.3K | 0.31% | +522+7.3% | Added |
| Bridgewealth Advisory Group, LLC | 7,700 | $827.8K | 0.16% | −20.0% | Reduced |
| Wellington Shields Capital Management, LLC | 7,700 | $827.8K | 0.10% | +6,138+393.0% | Added |
| Neville Rodie & Shaw Inc | 7,720 | $830.0K | 0.05% | +125+1.6% | Added |
| Virtue Capital Management, LLC | 7,731 | $830.1K | 0.11% | +3,215+71.2% | Added |
| IKE Capital, LLC | 7,740 | $832.1K | 0.44% | +945+13.9% | Added |
| Forum Financial Management, LP | 7,808 | $839.3K | 0.01% | +101+1.3% | Added |
| Tred Avon Family Wealth, LLC | 7,836 | $842.4K | 0.26% | +410+5.5% | Added |
| Park National Corp | 7,849 | $843.8K | 0.02% | −14,006−64.1% | Reduced |
| Net Worth Advisory Group | 7,861 | $845.1K | 0.21% | −156−1.9% | Reduced |
| Altus Wealth Group LLC | 7,866 | $845.6K | 0.31% | +27+0.3% | Added |
| Confluence Wealth Services, Inc. | 7,887 | $847.8K | 0.02% | +1,100+16.2% | Added |
| Mengis Capital Management, Inc. | 7,908 | $850.2K | 0.13% | −100−1.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 7,920 | $851.4K | 0.04% | +2,768+53.7% | Added |
| ZEGA Investments, LLC | 7,936 | $853.1K | 0.14% | +4,333+120.3% | Added |
| Vaughan & Co Securities, Inc. | 7,954 | $855.1K | 0.40% | −434−5.2% | Reduced |
| Fortis Advisors, LLC | 7,970 | $856.7K | 0.40% | +15+0.2% | Added |
| Applied Capital LLC | 8,000 | $860.0K | 0.57% | −123−1.5% | Reduced |
| SageView Advisory Group, LLC | 8,010 | $861.2K | 0.03% | +176+2.2% | Added |
| Northcape Wealth Management, LLC | 8,017 | $861.9K | 0.23% | +2,912+57.0% | Added |
| TCM Advisors, LLC | – | $861.9K | 0.68% | – | – |
| Continuum Advisory, LLC | 8,039 | $864.2K | 0.07% | +990+14.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 8,065 | $867.0K | 0.03% | −899−10.0% | Reduced |
| Walleye Capital LLC | 8,075 | $868.1K | 0.00% | +6,955+621.0% | Added |
| Anchyra Partners LLC | 8,078 | $868.4K | 0.21% | +322+4.2% | Added |
| Keynote Financial Services LLC | 8,105 | $871.3K | 0.41% | +238+3.0% | Added |
| CX Institutional | 8,116 | $872.0K | 0.03% | −949−10.5% | Reduced |
| Fort Washington Investment Advisors Inc | 8,140 | $875.0K | 0.00% | −52−0.6% | Reduced |
| Smartleaf Asset Management LLC | 8,118 | $876.8K | 0.03% | 00.0% | Unchanged |
| Sky Investment Group LLC | 8,181 | $879.5K | 0.14% | −2,822−25.6% | Reduced |
| Shum Financial Group, Inc. | 8,186 | $880.0K | 0.53% | −83−1.0% | Reduced |
| Keystone Financial Group | 8,213 | $882.9K | 0.05% | −1,302−13.7% | Reduced |
| Eagle Bluffs Wealth Management LLC | 8,215 | $883.1K | 0.30% | +439+5.6% | Added |
| Harrington Investments, INC | 8,229 | $884.6K | 0.43% | −75−0.9% | Reduced |
| Western Wealth Management, LLC | 8,308 | $893.1K | 0.03% | −1,891−18.5% | Reduced |
| Inceptionr LLC | 8,314 | $893.8K | 0.22% | −11,277−57.6% | Reduced |
| Purkiss Capital Advisors LLC | 8,359 | $898.6K | 0.34% | +467+5.9% | Added |
| Millennium Capital Advisors, LLC | 8,406 | $903.8K | 0.49% | −1,139−11.9% | Reduced |
| Phoenix Holdings Ltd. | 8,414 | $904.5K | 0.01% | +1,213+16.8% | Added |
| New Republic Capital, LLC | 8,419 | $905.1K | 0.21% | +4,378+108.3% | Added |
| Goldstone Financial Group, LLC | 8,430 | $906.2K | 0.08% | −37−0.4% | Reduced |
| SBI Securities Co., Ltd. | 8,432 | $906.4K | 0.02% | −799−8.7% | Reduced |
| Canandaigua National Bank & Trust Co | 8,461 | $909.6K | 0.08% | +8,461 | New |
| Wealthspire Advisors, LLC | 8,462 | $909.7K | 0.01% | +1,572+22.8% | Added |
| Larson Financial Group LLC | 8,467 | $910.2K | 0.02% | +308+3.8% | Added |
| Schonfeld Strategic Advisors LLC | 8,483 | $911.9K | 0.00% | +8,483 | New |
| Kondo Wealth Advisors, Inc. | 8,504 | $914.2K | 0.31% | +21+0.2% | Added |
| Amplius Wealth Advisors, LLC | 8,514 | $915.3K | 0.07% | −256−2.9% | Reduced |
| Plimoth Trust Co LLC | 8,517 | $915.6K | 0.18% | −125−1.4% | Reduced |
| Regal Investment Advisors LLC | 8,552 | $919.4K | 0.05% | +296+3.6% | Added |
| Garner Asset Management Corp | 8,561 | $920.3K | 0.30% | −418−4.7% | Reduced |
| J. Safra Sarasin Holding AG | 8,574 | $921.7K | 0.01% | +8,574 | New |
| Drucker Wealth 3.0, LLC | 8,587 | $923.2K | 0.15% | +53+0.6% | Added |
| Bluefin Capital Management, LLC | 8,600 | $924.5K | 0.27% | – | – |
| Xcel Wealth Management, LLC | 8,624 | $927.1K | 0.22% | +8,624 | New |