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 |
|---|---|---|---|---|---|
| Trust Investment Advisors | 19,225 | $2.07M | 0.99% | +16,725+669.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,229 | $2.07M | 0.12% | −87−0.5% | Reduced |
| Fairview Capital Investment Management, LLC | 19,240 | $2.07M | 0.11% | −8,775−31.3% | Reduced |
| Culbertson A N & Co Inc | 19,264 | $2.07M | 0.24% | −805−4.0% | Reduced |
| Pure Financial Advisors, Inc. | 19,267 | $2.07M | 0.03% | −85−0.4% | Reduced |
| Rodgers Brothers Inc. | 19,291 | $2.07M | 0.20% | −1,194−5.8% | Reduced |
| CBOE Vest Financial, LLC | 19,297 | $2.07M | 0.02% | +309+1.6% | Added |
| E. Ohman J:or Asset Management AB | 19,426 | $2.09M | 0.05% | −5,700−22.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 18,988 | $2.10M | 0.05% | +7,066+59.3% | Added |
| WealthShield Partners, LLC | 19,669 | $2.11M | 0.32% | −5,398−21.5% | Reduced |
| One Capital Management, LLC | 21,684 | $2.13M | 0.06% | 00.0% | Unchanged |
| DF Dent & Co Inc | 19,860 | $2.13M | 0.04% | +19,860 | New |
| Vestcor Inc | 19,872 | $2.14M | 0.05% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 19,901 | $2.14M | 0.80% | +197+1.0% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $2.15M | 0.57% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 20,042 | $2.15M | 0.02% | −1,572−7.3% | Reduced |
| Summit Global Investments | 20,101 | $2.16M | 0.12% | −679−3.3% | Reduced |
| Liberty Wealth Management LLC | 20,932 | $2.16M | 0.27% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 20,154 | $2.17M | 0.99% | −2,183−9.8% | Reduced |
| We Are One Seven, LLC | 20,159 | $2.17M | 0.04% | +1,492+8.0% | Added |
| Donaldson Capital Management, LLC | 20,165 | $2.17M | 0.06% | +2,214+12.3% | Added |
| Pavion Blue Capital, LLC | 20,198 | $2.17M | 0.87% | −251−1.2% | Reduced |
| Northwest & Ethical Investments L.P. | 20,208 | $2.17M | 0.05% | −20,511−50.4% | Reduced |
| Washington Trust Advisors, Inc. | 20,298 | $2.18M | 0.16% | −959−4.5% | Reduced |
| ProVise Management Group, LLC | 20,367 | $2.19M | 0.15% | +347+1.7% | Added |
| Searle & Co. | 20,395 | $2.19M | 0.49% | +3,600+21.4% | Added |
| Christine Messmer PC | 20,397 | $2.19M | 1.24% | +979+5.0% | Added |
| P.A.W. Capital Corp | 20,530 | $2.21M | 1.69% | +20,530 | New |
| Howard Capital Management Inc. | 20,573 | $2.21M | 0.03% | +17,932+679.0% | Added |
| RFG Advisory, LLC | 20,739 | $2.23M | 0.03% | +4,714+29.4% | Added |
| HBW Advisory Services LLC | 20,817 | $2.24M | 0.20% | +191+0.9% | Added |
| NewEdge Wealth, LLC | 20,899 | $2.25M | 0.02% | +1,404+7.2% | Added |
| Promethium Advisors,llc | 21,060 | $2.26M | 1.09% | +10,820+105.7% | Added |
| Abundance Wealth Counselors | 21,117 | $2.27M | 0.15% | +9,238+77.8% | Added |
| Investors Asset Management of Georgia Inc | 21,214 | $2.28M | 0.79% | +969+4.8% | Added |
| Coldstream Capital Management Inc | 21,362 | $2.30M | 0.03% | −2,906−12.0% | Reduced |
| Exchange Traded Concepts, LLC | 21,451 | $2.31M | 0.01% | +4,643+27.6% | Added |
| Parallel Advisors, LLC | 21,461 | $2.31M | 0.04% | +241+1.1% | Added |
| Klingenstein Fields & Co LP | 21,661 | $2.33M | 0.08% | −1,965−8.3% | Reduced |
| Wedbush Securities Inc | 21,662 | $2.33M | 0.06% | −2,605−10.7% | Reduced |
| Securian Asset Management, Inc | 19,839 | $2.34M | 0.08% | −155−0.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 21,748 | $2.34M | 0.06% | −5,854−21.2% | Reduced |
| North Dakota State Investment Board | 21,826 | $2.35M | 0.10% | +563+2.6% | Added |
| Cyndeo Wealth Partners, LLC | 21,924 | $2.36M | 0.11% | −162−0.7% | Reduced |
| Osmosis Investment Management UK Ltd | 22,027 | $2.37M | 0.11% | −20,976−48.8% | Reduced |
| Sovereign Financial Group, Inc. | 22,039 | $2.37M | 0.36% | −59−0.3% | Reduced |
| Farmers & Merchants Investments Inc | 22,084 | $2.37M | 0.06% | −212−1.0% | Reduced |
| Hillman Capital Management, Inc. | 22,316 | $2.40M | 1.74% | 00.0% | Unchanged |
| Manske Wealth Management | 22,425 | $2.41M | 0.60% | +465+2.1% | Added |
| MUFG Securities Americas Inc. | 22,486 | $2.42M | 0.12% | +2,038+10.0% | Added |
| Dark Forest Capital Management LP | 22,596 | $2.43M | 0.16% | +22,596 | New |
| Waters Parkerson & Co., LLC | 22,677 | $2.44M | 0.12% | −647−2.8% | Reduced |
| QTR Family Wealth, LLC | 22,678 | $2.44M | 0.85% | +94+0.4% | Added |
| Quadrant Capital Group LLC | 22,691 | $2.44M | 0.07% | −593−2.5% | Reduced |
| Cullen Investment Group, Ltd. | 22,762 | $2.45M | 0.30% | −5,941−20.7% | Reduced |
| Measured Risk Portfolios, Inc. | 22,790 | $2.45M | 2.18% | −1,539−6.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 22,838 | $2.46M | 0.90% | +709+3.2% | Added |
| Portside Wealth Group, LLC | 22,846 | $2.46M | 0.29% | −158−0.7% | Reduced |
| Pacitti Group Inc. | 22,850 | $2.46M | 0.78% | +2,345+11.4% | Added |
| Benin Management CORP | 22,892 | $2.46M | 0.50% | −1,705−6.9% | Reduced |
| Tilson Financial Group, Inc. | 23,021 | $2.47M | 0.68% | +150+0.7% | Added |
| Buckingham Strategic Partners | 23,053 | $2.48M | 0.02% | −10,441−31.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 23,580 | $2.49M | 0.13% | +4,652+24.6% | Added |
| Horizon Investments, LLC | 23,158 | $2.49M | 0.03% | −234−1.0% | Reduced |
| Morningstar Investment Management LLC | 25,383 | $2.50M | 0.15% | 00.0% | Unchanged |
| CFC Planning Co LLC | 23,279 | $2.50M | 1.48% | +2,632+12.7% | Added |
| Te Ahumairangi Investment Management Ltd | 23,336 | $2.51M | 0.40% | −200−0.8% | Reduced |
| Bonness Enterprises Inc | 23,350 | $2.51M | 0.81% | +200+0.9% | Added |
| Bailard, Inc. | 23,465 | $2.52M | 0.05% | +52+0.2% | Added |
| EagleClaw Capital Managment, LLC | 23,543 | $2.53M | 0.34% | −3,970−14.4% | Reduced |
| Cowa, LLC | 23,646 | $2.54M | 0.64% | +1,914+8.8% | Added |
| Meridian Wealth Management, LLC | 23,785 | $2.56M | 0.08% | +201+0.9% | Added |
| Fairholme Capital Management LLC | 23,800 | $2.56M | 0.17% | +23,800 | New |
| First Foundation Advisors | 23,873 | $2.57M | 0.09% | −12,588−34.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,936 | $2.57M | 0.03% | +290+1.2% | Added |
| V-Square Quantitative Management LLC | 23,976 | $2.58M | 0.25% | +5,374+28.9% | Added |
| Moors & Cabot, Inc. | 24,019 | $2.58M | 0.10% | +3,621+17.8% | Added |
| Independent Investors Inc | 24,028 | $2.58M | 0.49% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 24,100 | $2.59M | 0.08% | −700−2.8% | Reduced |
| Fluent Financial, LLC | 24,390 | $2.62M | 0.94% | −30,067−55.2% | Reduced |
| Mediolanum International Funds Ltd | 24,360 | $2.63M | 0.02% | +4,721+24.0% | Added |
| Atomi Financial Group, Inc. | 24,508 | $2.63M | 0.07% | +2,309+10.4% | Added |
| Tokio Marine Asset Management Co Ltd | 24,654 | $2.65M | 0.08% | +525+2.2% | Added |
| Alerus Financial NA | 24,902 | $2.68M | 0.12% | +5,825+30.5% | Added |
| Balyasny Asset Management LLC | 24,952 | $2.68M | 0.00% | +24,952 | New |
| Visionary Wealth Advisors | 25,024 | $2.69M | 0.11% | −369−1.5% | Reduced |
| Banque Cantonale Vaudoise | 25,135 | $2.70M | 0.11% | −679−2.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 25,169 | $2.71M | 0.09% | −100−0.4% | Reduced |
| Empirical Finance, LLC | 25,287 | $2.72M | 0.11% | +876+3.6% | Added |
| Moss Adams Wealth Advisors LLC | 25,369 | $2.73M | 0.17% | +61+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 25,421 | $2.73M | 0.11% | −673−2.6% | Reduced |
| WBI Investments | 25,486 | $2.74M | 0.68% | +1,144+4.7% | Added |
| Natural Investments, LLC | 25,520 | $2.74M | 0.60% | −859−3.3% | Reduced |
| Coastal Bridge Advisors, LLC | 25,540 | $2.75M | 0.17% | +25,540 | New |
| Van Den Berg Management I, Inc | 25,554 | $2.75M | 0.58% | +361+1.4% | Added |
| Destination Wealth Management | 25,651 | $2.76M | 0.06% | −2,685−9.5% | Reduced |
| Bokf, NA | 25,708 | $2.76M | 0.04% | +12,185+90.1% | Added |
| Advisors Capital Management, LLC | 25,791 | $2.77M | 0.03% | +1,000+4.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 25,846 | $2.78M | 1.09% | +449+1.8% | Added |
| Pine Valley Investments Ltd Liability Co | 25,857 | $2.78M | 0.12% | −222−0.9% | Reduced |