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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 25,870 | $2.78M | 0.02% | −4,951−16.1% | Reduced |
| Valeo Financial Advisors, LLC | 25,900 | $2.78M | 0.06% | +1,208+4.9% | Added |
| McAdam, LLC | 25,921 | $2.79M | 0.11% | +7,703+42.3% | Added |
| Resources Management Corp | 25,992 | $2.79M | 0.35% | −233−0.9% | Reduced |
| Bourne Lent Asset Management Inc | 26,033 | $2.80M | 0.97% | +250+1.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 26,039 | $2.80M | 0.13% | +732+2.9% | Added |
| Cardinal Capital Management | 26,066 | $2.80M | 0.34% | +180+0.7% | Added |
| Cypress Wealth Services, LLC | 26,106 | $2.81M | 0.35% | −170−0.6% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 26,140 | $2.81M | 1.50% | −946−3.5% | Reduced |
| Jacobi Capital Management LLC | 26,141 | $2.81M | 0.14% | +93+0.4% | Added |
| Motco | 26,219 | $2.82M | 0.24% | −1,601−5.8% | Reduced |
| Ascent Group, LLC | 26,244 | $2.82M | 0.08% | +870+3.4% | Added |
| Daymark Wealth Partners, LLC | 26,337 | $2.83M | 0.07% | +10,483+66.1% | Added |
| Avidian Wealth Solutions, LLC | 26,367 | $2.83M | 0.08% | +2,592+10.9% | Added |
| Opus Investment Management Inc | 26,600 | $2.86M | 1.56% | 00.0% | Unchanged |
| Twin Capital Management Inc | 26,694 | $2.87M | 0.31% | −186−0.7% | Reduced |
| Cohen Klingenstein LLC | 26,741 | $2.87M | 0.08% | 00.0% | Unchanged |
| Miller Financial Services LLC | 26,804 | $2.88M | 2.33% | −640−2.3% | Reduced |
| Old Second National Bank of Aurora | 26,819 | $2.88M | 0.54% | −42−0.2% | Reduced |
| Guyasuta Investment Advisors Inc | 26,847 | $2.89M | 0.15% | −3,854−12.6% | Reduced |
| Boomfish Wealth Group, LLC | 26,913 | $2.89M | 1.32% | +5,948+28.4% | Added |
| Ostrum Asset Management | 26,919 | $2.89M | 0.14% | +3,967+17.3% | Added |
| Brighton Jones LLC | 27,262 | $2.93M | 0.05% | −3,853−12.4% | Reduced |
| Armstrong Advisory Group, Inc | 27,371 | $2.94M | 0.18% | −7,162−20.7% | Reduced |
| First Pacific Financial | 27,414 | $2.95M | 0.35% | −85−0.3% | Reduced |
| Bleakley Financial Group, LLC | 27,503 | $2.96M | 0.04% | +1,204+4.6% | Added |
| Global Retirement Partners, LLC | 27,613 | $2.97M | 0.05% | +27,613 | New |
| Principal Securities, Inc. | 27,685 | $2.98M | 0.04% | +412+1.5% | Added |
| Great Lakes Advisors, LLC | 27,793 | $2.99M | 0.02% | −2,397−7.9% | Reduced |
| Convergence Investment Partners, LLC | 27,883 | $3.00M | 0.28% | +27,883 | New |
| Siemens Fonds Invest GmbH | 28,187 | $3.03M | 0.15% | +608+2.2% | Added |
| XML Financial, LLC | 28,260 | $3.04M | 0.22% | −293−1.0% | Reduced |
| Argyle Capital Management Inc. | 28,355 | $3.05M | 0.88% | +425+1.5% | Added |
| Loomis Sayles & Co L P | 28,375 | $3.05M | 0.00% | −85−0.3% | Reduced |
| Pallas Capital Advisors LLC | 28,468 | $3.06M | 0.09% | +148+0.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 28,473 | $3.06M | 0.17% | +26,673+1,481.8% | Added |
| Icon Advisers Inc | 28,500 | $3.06M | 0.58% | +28,500 | New |
| First National Bank of Omaha | 28,485 | $3.07M | 0.09% | −24,314−46.1% | Reduced |
| Perkins Coie Trust Co | 28,688 | $3.08M | 0.51% | −663−2.3% | Reduced |
| Cresset Asset Management, LLC | 28,731 | $3.09M | 0.01% | +6,849+31.3% | Added |
| Mather Group, LLC. | 28,864 | $3.10M | 0.03% | +2,770+10.6% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 28,880 | $3.10M | 0.07% | −54,777−65.5% | Reduced |
| Savvy Advisors, Inc. | 28,898 | $3.11M | 0.07% | +7,815+37.1% | Added |
| Benjamin Edwards Inc | 29,005 | $3.12M | 0.03% | −18,533−39.0% | Reduced |
| Leelyn Smith, LLC | 29,026 | $3.12M | 0.38% | +968+3.4% | Added |
| Anchor Investment Management, LLC | 29,137 | $3.13M | 0.24% | −3,835−11.6% | Reduced |
| Catalytic Wealth RIA, LLC | 29,185 | $3.14M | 0.18% | +22,569+341.1% | Added |
| Iams Wealth Management, LLC | 29,202 | $3.14M | 0.95% | −11,645−28.5% | Reduced |
| MUFG Securities EMEA plc | 29,222 | $3.14M | 0.03% | −1,073−3.5% | Reduced |
| GeoWealth Management, LLC | 29,242 | $3.14M | 0.10% | +25,178+619.5% | Added |
| Kingsview Wealth Management, LLC | 29,508 | $3.17M | 0.04% | +778+2.7% | Added |
| Capital Investment Counsel, LLC | 29,555 | $3.18M | 0.39% | +682+2.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 29,663 | $3.19M | 0.07% | +315+1.1% | Added |
| Kornitzer Capital Management Inc | 29,689 | $3.19M | 0.07% | −1,895−6.0% | Reduced |
| Clearstead Advisors, LLC | 29,701 | $3.19M | 0.03% | +80.0% | Added |
| Capital Investment Counsel, Inc | 29,893 | $3.21M | 0.35% | −266−0.9% | Reduced |
| First Dallas Securities Inc. | 29,915 | $3.22M | 1.06% | +81+0.3% | Added |
| William Allan, LLC | 30,326 | $3.26M | 1.59% | −99−0.3% | Reduced |
| First Manhattan Co | 30,380 | $3.27M | 0.01% | −9,212−23.3% | Reduced |
| Gladstone Institutional Advisory LLC | 30,385 | $3.27M | 0.10% | +375+1.2% | Added |
| Elyxium Wealth, LLC | 30,558 | $3.29M | 0.35% | +30,558 | New |
| Rench Wealth Management, Inc. | 30,759 | $3.31M | 0.89% | −177−0.6% | Reduced |
| Centaurus Financial, Inc. | 30,882 | $3.32M | 0.13% | +649+2.1% | Added |
| Ancora Advisors, LLC | 30,894 | $3.32M | 0.06% | −2,052−6.2% | Reduced |
| Collar Capital Management, LLC | 30,920 | $3.32M | 1.96% | −537−1.7% | Reduced |
| Borer Denton & Associates, Inc. | 30,979 | $3.33M | 1.09% | +3,741+13.7% | Added |
| L2 Asset Management, LLC | 31,099 | $3.34M | 0.35% | +27,067+671.3% | Added |
| Udine Wealth Management, Inc. | 31,207 | $3.35M | 1.40% | +378+1.2% | Added |
| Fisher Funds Management LTD | 31,258 | $3.36M | 0.10% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 31,373 | $3.37M | 0.84% | −464−1.5% | Reduced |
| Kestra Investment Management, LLC | 31,426 | $3.38M | 0.07% | +5,255+20.1% | Added |
| Econ Financial Services Corp | 31,499 | $3.39M | 1.58% | +758+2.5% | Added |
| Community Bank, N.A. | 31,554 | $3.39M | 0.37% | −514−1.6% | Reduced |
| Mfg Wealth Management, Inc. | 31,554 | $3.39M | 2.43% | +118+0.4% | Added |
| Keating Investment Counselors Inc | 31,832 | $3.42M | 0.94% | −400−1.2% | Reduced |
| Emerald Investment Advisers, LLC | 31,883 | $3.43M | 0.23% | −504−1.6% | Reduced |
| Monarch Capital Management Inc | 32,036 | $3.44M | 0.79% | +578+1.8% | Added |
| Iowa State Bank | 32,060 | $3.45M | 0.58% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 32,132 | $3.45M | 0.23% | +12,011+59.7% | Added |
| Baker Avenue Asset Management, LP | 32,142 | $3.46M | 0.07% | +464+1.5% | Added |
| Capital Square, LLC | 30,877 | $3.47M | 1.53% | −3,362−9.8% | Reduced |
| Cohen Investment Advisors LLC | 32,489 | $3.49M | 1.57% | +522+1.6% | Added |
| Woodstock Corp | 33,189 | $3.57M | 0.30% | −275−0.8% | Reduced |
| Perryman Financial Advisory Inc | 33,209 | $3.57M | 0.48% | +2,258+7.3% | Added |
| Morton Community Bank | 33,270 | $3.58M | 0.73% | +1,443+4.5% | Added |
| Texas Yale Capital Corp. | 33,328 | $3.58M | 0.08% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 33,289 | $3.60M | 0.02% | +5,338+19.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 33,485 | $3.60M | 0.39% | −54,788−62.1% | Reduced |
| OmniStar Financial Group, Inc. | 33,695 | $3.62M | 1.67% | +2,552+8.2% | Added |
| CMG Global Holdings, LLC | 33,817 | $3.64M | 1.54% | +1,696+5.3% | Added |
| Csenge Advisory Group | 33,951 | $3.65M | 0.15% | +2,176+6.8% | Added |
| PDS Planning, Inc | 33,969 | $3.65M | 0.21% | −119−0.3% | Reduced |
| Sigma Planning Corp | 33,991 | $3.65M | 0.09% | −2,731−7.4% | Reduced |
| Dakota Wealth Management | 34,194 | $3.68M | 0.07% | +26,038+319.2% | Added |
| Edgemoor Investment Advisors, Inc. | 34,251 | $3.68M | 0.25% | +4,640+15.7% | Added |
| Shelton Capital Management | 34,268 | $3.68M | 0.07% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 34,433 | $3.70M | 0.13% | +3,280+10.5% | Added |
| Bank of New Hampshire | 34,492 | $3.71M | 0.77% | 00.0% | Unchanged |
| Legato Capital Management LLC | 34,513 | $3.71M | 0.31% | −2,487−6.7% | Reduced |
| Grimes & Company, Inc. | 34,606 | $3.72M | 0.08% | +690+2.0% | Added |