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 |
|---|---|---|---|---|---|
| Pinnacle West Asset Management, Inc. | 8,635 | $928.0K | 0.64% | 00.0% | Unchanged |
| Lawood & Co | 8,672 | $932.2K | 0.63% | −1,763−16.9% | Reduced |
| Frec Markets, Inc. | 8,691 | $934.3K | 0.08% | +2,506+40.5% | Added |
| St. Johns Investment Management Company, LLC | 8,749 | $940.5K | 0.36% | +1,069+13.9% | Added |
| Bauman Advisory Group, LLC | 8,769 | $942.7K | 0.50% | −1,420−13.9% | Reduced |
| Navalign, LLC | 8,781 | $944.0K | 0.22% | −2,522−22.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,807 | $946.7K | 0.01% | +124+1.4% | Added |
| IFG Advisory, LLC | 8,819 | $948.1K | 0.03% | +8,744+11,658.7% | Added |
| Lazard Asset Management LLC | 8,823 | $948.5K | 0.00% | +3,353+61.3% | Added |
| United Community Bank | 8,857 | $952.1K | 0.29% | −94−1.1% | Reduced |
| Gateway Investment Advisers LLC | 8,863 | $952.8K | 0.01% | −3,089−25.8% | Reduced |
| Oder Investment Management, LLC | 8,863 | $952.8K | 0.64% | +8,863 | New |
| Courier Capital LLC | 8,865 | $953.0K | 0.05% | −20,321−69.6% | Reduced |
| Insigneo Advisory Services, LLC | 8,923 | $959.2K | 0.04% | +530+6.3% | Added |
| Aaron Wealth Advisors | 8,928 | $959.8K | 0.05% | −1,060−10.6% | Reduced |
| Focus Financial Network, Inc. | 9,015 | $969.1K | 0.03% | +8+0.1% | Added |
| Access Investment Management LLC | 9,070 | $975.0K | 0.25% | +1,590+21.3% | Added |
| Abel Hall, LLC | 9,082 | $976.3K | 0.17% | +168+1.9% | Added |
| Portland Investment Counsel Inc. | 9,100 | $978.3K | 0.27% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 9,109 | $979.2K | 0.19% | −128−1.4% | Reduced |
| Thompson David Blair | 9,130 | $981.5K | 0.49% | +2,017+28.4% | Added |
| FIL Ltd | 9,179 | $986.7K | 0.00% | +6,226+210.8% | Added |
| Uncommon Cents Investing LLC | 9,238 | $993.1K | 0.22% | +2,495+37.0% | Added |
| Oarsman Capital, Inc. | 9,314 | $1.00M | 0.11% | −16−0.2% | Reduced |
| Laird Norton Trust Company, LLC | 9,350 | $1.01M | 0.02% | −636−6.4% | Reduced |
| Nicolet Bankshares Inc | 9,262 | $1.01M | 0.03% | +1,142+14.1% | Added |
| Brown, Lisle/Cummings, Inc. | 9,383 | $1.01M | 0.23% | +1,087+13.1% | Added |
| Southeast Asset Advisors Inc. | 9,400 | $1.01M | 0.10% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 9,279 | $1.01M | 0.05% | −794−7.9% | Reduced |
| Lathrop Investment Management Corp | 9,430 | $1.01M | 0.18% | −37,722−80.0% | Reduced |
| ForthRight Wealth Management, LLC | 9,442 | $1.02M | 0.26% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 9,475 | $1.02M | 0.04% | −680−6.7% | Reduced |
| Raiffeisen Bank International AG | 9,463 | $1.02M | 0.01% | +49+0.5% | Added |
| National Asset Management, Inc. | 9,485 | $1.02M | 0.06% | +493+5.5% | Added |
| Asset One Wealth Management LLC | 9,071 | $1.02M | 0.11% | −31−0.3% | Reduced |
| Ted Buchan & Co | 9,539 | $1.03M | 0.34% | −309−3.1% | Reduced |
| RMB Capital Management, LLC | 9,596 | $1.03M | 0.02% | −3,361−25.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 9,601 | $1.03M | 0.06% | −12,899−57.3% | Reduced |
| LaFleur & Godfrey LLC | 9,636 | $1.04M | 0.12% | +953+11.0% | Added |
| Studio Investment Management LLC | 9,670 | $1.04M | 0.18% | +817+9.2% | Added |
| Winton Group Ltd | 9,681 | $1.04M | 0.03% | +6,406+195.6% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,994 | $1.04M | 0.34% | −288−3.1% | Reduced |
| Charter Research & Investment Group, Inc. | 9,778 | $1.05M | 0.64% | −265−2.6% | Reduced |
| Addison Capital Co | 9,789 | $1.05M | 0.17% | −1,257−11.4% | Reduced |
| Twin City Private Wealth, LLC | 9,807 | $1.05M | 0.74% | +23+0.2% | Added |
| Hamrick Investment Counsel, llc | 9,809 | $1.05M | 0.70% | −793−7.5% | Reduced |
| Redwood Investment Management, LLC | 9,832 | $1.06M | 0.10% | +979+11.1% | Added |
| Voya Financial Advisors, Inc. | 9,795 | $1.06M | 0.09% | −965−9.0% | Reduced |
| Copia Wealth Management | 9,846 | $1.06M | 0.64% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 9,875 | $1.06M | 0.05% | +164+1.7% | Added |
| New England Research & Management, Inc. | 9,890 | $1.06M | 0.41% | −325−3.2% | Reduced |
| Roberts Glore & Co Inc | 9,895 | $1.06M | 0.26% | −505−4.9% | Reduced |
| Financial Consulate, Inc | 9,898 | $1.06M | 0.12% | +11+0.1% | Added |
| Montag A & Associates Inc | 9,899 | $1.06M | 0.04% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 9,917 | $1.07M | 0.85% | −7−0.1% | Reduced |
| Gateway Wealth Partners, LLC | 9,943 | $1.07M | 0.06% | −9,987−50.1% | Reduced |
| Miller Investment Management, LP | 9,947 | $1.07M | 0.10% | 00.0% | Unchanged |
| InvesTrust | 9,978 | $1.07M | 0.41% | −222−2.2% | Reduced |
| Chicago Trust Co NA | 10,011 | $1.08M | 0.16% | −2,088−17.3% | Reduced |
| Simplicity Wealth,LLC | 10,022 | $1.08M | 0.04% | −451−4.3% | Reduced |
| Investors Research Corp | 10,026 | $1.08M | 0.19% | −27−0.3% | Reduced |
| Aull & Monroe Investment Management Corp | 10,030 | $1.08M | 0.45% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 10,044 | $1.08M | 0.40% | −36−0.4% | Reduced |
| Autumn Glory Partners, LLC | 10,045 | $1.08M | 0.31% | +40.0% | Added |
| Boston Private Wealth LLC | 10,104 | $1.09M | 0.07% | +896+9.7% | Added |
| Atlantic Union Bankshares Corp | 10,104 | $1.09M | 0.02% | −2,403−19.2% | Reduced |
| Rice Partnership, LLC | 10,104 | $1.09M | 0.13% | −335−3.2% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 10,214 | $1.10M | 0.03% | −3,289−24.4% | Reduced |
| Callan Family Office, LLC | 10,232 | $1.10M | 0.02% | −1,638−13.8% | Reduced |
| Palisade Asset Management, LLC | 10,303 | $1.11M | 0.10% | −500−4.6% | Reduced |
| Langley Wealth Management, LLC | 10,314 | $1.11M | 1.08% | +10,314 | New |
| Spartan Wealth Advisory Services LLC | 10,325 | $1.11M | 0.09% | −358−3.4% | Reduced |
| Hunter Associates Investment Management LLC | 10,338 | $1.11M | 0.13% | +310+3.1% | Added |
| Rockland Trust Co | 10,393 | $1.12M | 0.04% | −348−3.2% | Reduced |
| Octavia Wealth Advisors, LLC | 10,405 | $1.12M | 0.10% | −3,826−26.9% | Reduced |
| Twin Lakes Capital Management, LLC | 10,440 | $1.12M | 0.43% | +80+0.8% | Added |
| Castlekeep Investment Advisors LLC | 10,493 | $1.13M | 0.57% | −759−6.7% | Reduced |
| BluePath Capital Management, LLC | 10,733 | $1.15M | 0.63% | +197+1.9% | Added |
| Anb Bank | 10,733 | $1.15M | 0.43% | −1,183−9.9% | Reduced |
| Parvin Asset Management, LLC | 10,745 | $1.16M | 0.92% | +175+1.7% | Added |
| Harbour Investment Management LLC | 10,757 | $1.16M | 0.60% | −680−5.9% | Reduced |
| DB&C Advisors, LLC | 10,909 | $1.17M | 1.27% | +44+0.4% | Added |
| Excalibur Management Corp | 10,933 | $1.18M | 0.39% | +6+0.1% | Added |
| Citizens Financial Group Inc | 10,937 | $1.18M | 0.01% | +801+7.9% | Added |
| Blackstone Group Inc. | 10,966 | $1.18M | 0.00% | +10,966 | New |
| HF Advisory Group, LLC | 10,997 | $1.18M | 0.37% | +938+9.3% | Added |
| Mattson Financial Services, LLC | 10,121 | $1.19M | 0.25% | +404+4.2% | Added |
| Beese Fulmer Investment Management, Inc. | 11,033 | $1.19M | 0.07% | −1,346−10.9% | Reduced |
| Mork Capital Management, LLC | 11,040 | $1.19M | 0.76% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 11,048 | $1.19M | 0.02% | +1,439+15.0% | Added |
| Integrity Alliance, LLC. | 11,064 | $1.19M | 0.04% | +490+4.6% | Added |
| 626 Financial, LLC | 11,117 | $1.20M | 0.47% | −193−1.7% | Reduced |
| PCB Capital LLC | 11,125 | $1.20M | 1.46% | +1,083+10.8% | Added |
| CSS LLC | 11,125 | $1.20M | 0.05% | −1,810−14.0% | Reduced |
| Intrua Financial, LLC | 11,126 | $1.20M | 0.11% | −320−2.8% | Reduced |
| Clear Street Group Inc. | 11,133 | $1.20M | 0.00% | +3,725+50.3% | Added |
| Wealth Intelligence, LLC | 11,148 | $1.20M | 0.56% | −1,315−10.6% | Reduced |
| Quilter Plc | 11,240 | $1.21M | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 11,307 | $1.22M | 0.08% | −1,624−12.6% | Reduced |
| Tritonpoint Wealth, LLC | 11,308 | $1.22M | 0.12% | −416−3.5% | Reduced |