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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 14,846 | $1.60M | 0.07% | +212+1.4% | Added |
| Shrier Wealth Management, LLC | 14,908 | $1.60M | 0.54% | +151+1.0% | Added |
| Postrock Partners LLC | 14,916 | $1.60M | 0.65% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 14,917 | $1.60M | 0.10% | −6,309−29.7% | Reduced |
| Sawyer & Company, Inc | 14,919 | $1.60M | 0.54% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 14,926 | $1.60M | 0.10% | +37+0.2% | Added |
| Bluebird Wealth Management LLC | 14,935 | $1.61M | 1.39% | −641−4.1% | Reduced |
| Marion Wealth Management | 14,946 | $1.61M | 0.33% | −2,949−16.5% | Reduced |
| American Assets Investment Management, LLC | 15,000 | $1.61M | 0.10% | 00.0% | Unchanged |
| RM Financial Services, LLC | 15,025 | $1.62M | 1.20% | +20.0% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 15,135 | $1.63M | 0.01% | +6,217+69.7% | Added |
| Heritage Trust Co | 15,188 | $1.63M | 0.14% | +722+5.0% | Added |
| Prime Capital Investment Advisors, LLC | 15,262 | $1.64M | 0.02% | −485−3.1% | Reduced |
| Hantz Financial Services, Inc. | 15,357 | $1.65M | 0.02% | −70.0% | Reduced |
| Choate Investment Advisors | 15,367 | $1.65M | 0.03% | −4,197−21.5% | Reduced |
| Old Port Advisors | 15,407 | $1.66M | 0.33% | −336−2.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,429 | $1.66M | 0.07% | −153−1.0% | Reduced |
| Zullo Investment Group, Inc. | 15,505 | $1.67M | 0.57% | −119−0.8% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,662 | $1.68M | 0.08% | −22,014−58.4% | Reduced |
| DV Trading LLC | 15,683 | $1.69M | 0.14% | +5,348+51.7% | Added |
| Orca Investment Management, LLC | 15,714 | $1.69M | 1.23% | −167−1.1% | Reduced |
| NWM Advisors, LLC | 15,718 | $1.69M | 1.33% | 00.0% | Unchanged |
| Weiss Asset Management LP | 15,736 | $1.69M | 0.02% | +15,736 | New |
| Maltin Wealth Management, Inc. | 15,767 | $1.69M | 0.57% | +30.0% | Added |
| Green Square Capital Advisors LLC | 15,837 | $1.70M | 0.16% | +394+2.6% | Added |
| Telos Capital Management, Inc. | 15,863 | $1.71M | 0.15% | −450−2.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 15,870 | $1.71M | 0.02% | +2,150+15.7% | Added |
| NBT Bank N A | 15,877 | $1.71M | 0.11% | −335−2.1% | Reduced |
| Capital Financial Group Inc | 15,879 | $1.71M | 0.89% | +2,053+14.8% | Added |
| First Horizon Corp | 15,955 | $1.72M | 0.07% | +768+5.1% | Added |
| Tower Research Capital LLC (TRC) | 15,957 | $1.72M | 0.04% | +10,942+218.2% | Added |
| LMR Partners LLP | 16,135 | $1.73M | 0.01% | +16,135 | New |
| Geneos Wealth Management Inc. | 16,137 | $1.73M | 0.04% | +501+3.2% | Added |
| Quantitative Investment Management, LLC | 16,220 | $1.74M | 0.19% | −5,966−26.9% | Reduced |
| Mendel Money Management | 16,233 | $1.75M | 0.64% | +1,613+11.0% | Added |
| LongView Wealth Management | 16,356 | $1.76M | 0.45% | −325−1.9% | Reduced |
| Ritholtz Wealth Management | 16,395 | $1.76M | 0.03% | −5,666−25.7% | Reduced |
| Argent Advisors, Inc. | 16,417 | $1.76M | 0.44% | +691+4.4% | Added |
| Sagespring Wealth Partners, LLC | 16,430 | $1.77M | 0.03% | +517+3.2% | Added |
| Independence Bank of Kentucky | 16,456 | $1.77M | 0.20% | −923−5.3% | Reduced |
| Hedges Asset Management LLC | 16,500 | $1.77M | 1.16% | +16,500 | New |
| Independent Financial Group, LLC | 16,507 | $1.77M | 0.03% | −235−1.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 16,515 | $1.78M | 0.17% | +7,932+92.4% | Added |
| Axxcess Wealth Management, LLC | 16,517 | $1.78M | 0.03% | +7,893+91.5% | Added |
| Heartwood Wealth Advisors LLC | 16,582 | $1.78M | 0.14% | +1,568+10.4% | Added |
| GAMMA Investing LLC | 16,624 | $1.79M | 0.07% | +3,722+28.8% | Added |
| Tweedy, Browne Co LLC | 16,630 | $1.79M | 0.14% | +1,115+7.2% | Added |
| Center for Wealth Management Advisory | 16,672 | $1.79M | 1.13% | +764+4.8% | Added |
| Ridgewood Investments LLC | 16,736 | $1.80M | 0.67% | +929+5.9% | Added |
| DHJJ Financial Advisors, Ltd. | 16,784 | $1.80M | 0.52% | −10.0% | Reduced |
| KCM Investment Advisors LLC | 16,846 | $1.81M | 0.05% | −333−1.9% | Reduced |
| Umb Bank N A | 16,874 | $1.81M | 0.02% | −1,203−6.7% | Reduced |
| North Star Investment Management Corp. | 16,930 | $1.82M | 0.10% | +379+2.3% | Added |
| Intrepid Capital Management Inc | 16,936 | $1.82M | 0.65% | +16,936 | New |
| Harvest Investment Advisors, LLC | 16,992 | $1.83M | 0.91% | +50+0.3% | Added |
| BIP Wealth, LLC | 17,030 | $1.83M | 0.05% | +148+0.9% | Added |
| Cornerstone Wealth Management, LLC | 17,082 | $1.84M | 0.08% | +150+0.9% | Added |
| Arq Wealth Advisors, LLC | 15,856 | $1.84M | 0.23% | −3,256−17.0% | Reduced |
| Strengthening Families & Communities, LLC | 17,149 | $1.84M | 0.41% | +562+3.4% | Added |
| Beacon Investment Advisors LLC | 17,196 | $1.85M | 0.58% | −157−0.9% | Reduced |
| Clean Yield Group | 17,228 | $1.85M | 0.46% | +3,723+27.6% | Added |
| Rothschild Investment LLC | 17,266 | $1.86M | 0.07% | +4,919+39.8% | Added |
| Richard W. Paul & Associates, LLC | 17,286 | $1.86M | 0.57% | +1,813+11.7% | Added |
| Sculati Wealth Management, LLC | 15,842 | $1.86M | 0.62% | +155+1.0% | Added |
| GHP Investment Advisors, Inc. | 17,350 | $1.87M | 0.07% | +1,518+9.6% | Added |
| Charter Trust Co | 17,417 | $1.87M | 0.10% | −2,664−13.3% | Reduced |
| CAPROCK Group, Inc. | 17,427 | $1.87M | 0.04% | +17,427 | New |
| Diversify Wealth Management, LLC | 16,616 | $1.88M | 0.03% | +468+2.9% | Added |
| Diversify Advisory Services, LLC | 16,616 | $1.88M | 0.03% | +9,213+124.4% | Added |
| Avail Investment Partners, LLC | 17,477 | $1.88M | 1.45% | +650+3.9% | Added |
| Royal Fund Management, LLC | 17,489 | $1.88M | 0.16% | +2,075+13.5% | Added |
| Arbor Capital Management Inc | 17,799 | $1.88M | 1.85% | −2,052−10.3% | Reduced |
| Hodges Capital Management Inc. | 17,567 | $1.89M | 0.12% | −7,441−29.8% | Reduced |
| SNS Financial Group, LLC | 17,641 | $1.90M | 0.04% | +10,854+159.9% | Added |
| Clear Creek Financial Management, LLC | 17,654 | $1.90M | 0.12% | +94+0.5% | Added |
| FLC Capital Advisors | 17,683 | $1.90M | 0.31% | −1,086−5.8% | Reduced |
| Schulhoff & Co Inc | 17,772 | $1.91M | 0.77% | −1,034−5.5% | Reduced |
| Wahed Invest LLC | 17,774 | $1.91M | 0.20% | −970−5.2% | Reduced |
| Summit Wealth Group LLC | 17,871 | $1.92M | 0.16% | +1,558+9.6% | Added |
| Aspire Private Capital, LLC | 17,872 | $1.92M | 0.40% | −70.0% | Reduced |
| Metis Global Partners, LLC | 17,900 | $1.92M | 0.04% | −3,152−15.0% | Reduced |
| Rehmann Capital Advisory Group | 17,897 | $1.92M | 0.09% | −892−4.7% | Reduced |
| Flavin Financial Services, Inc. | 17,965 | $1.93M | 1.10% | −91−0.5% | Reduced |
| Creative Financial Designs Inc | 17,987 | $1.93M | 0.09% | +1,352+8.1% | Added |
| PEAK6 LLC | 18,031 | $1.94M | 0.05% | −23,213−56.3% | Reduced |
| Alliance Private Wealth, LLC | 18,110 | $1.95M | 0.68% | +6,085+50.6% | Added |
| Ignite Planners, LLC | 18,115 | $1.95M | 0.27% | +41+0.2% | Added |
| Pinnacle Associates Ltd | 18,123 | $1.95M | 0.02% | −1,269−6.5% | Reduced |
| Harvest Investment Services, LLC | 18,254 | $1.96M | 0.30% | −13−0.1% | Reduced |
| Cladis Investment Advisory, LLC | 18,271 | $1.96M | 0.92% | −1,299−6.6% | Reduced |
| BLVD Private Wealth, LLC | 18,287 | $1.97M | 1.46% | +230+1.3% | Added |
| Arnhold LLC | 18,370 | $1.97M | 0.14% | 00.0% | Unchanged |
| JT Stratford LLC | 18,447 | $1.98M | 0.22% | +2,781+17.8% | Added |
| Prospera Financial Services Inc | 18,531 | $1.99M | 0.03% | −32,651−63.8% | Reduced |
| Harbour Investments, Inc. | 18,597 | $2.00M | 0.03% | −4,947−21.0% | Reduced |
| Ticino Wealth | 18,649 | $2.00M | 0.63% | +6,666+55.6% | Added |
| Change Path, LLC | 18,733 | $2.01M | 0.04% | −10,211−35.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 18,973 | $2.04M | 0.40% | +156+0.8% | Added |
| Guidance Capital, Inc | 17,547 | $2.06M | 0.44% | −60−0.3% | Reduced |
| Investment Research Partners LLC | 19,187 | $2.06M | 0.70% | +578+3.1% | Added |