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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 34,737 | $3.73M | 0.06% | −1,015−2.8% | Reduced |
| Apollon Wealth Management, LLC | 34,766 | $3.74M | 0.05% | +6,372+22.4% | Added |
| Laurel Wealth Advisors LLC | 35,068 | $3.77M | 0.36% | +671+2.0% | Added |
| Squarepoint Ops LLC | 35,497 | $3.82M | 0.01% | +9,586+37.0% | Added |
| Truvestments Capital LLC | 35,549 | $3.82M | 0.57% | −1,832−4.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 35,625 | $3.83M | 0.08% | +157+0.4% | Added |
| Burnham & Co LLC | 35,746 | $3.84M | 3.10% | +35,746 | New |
| Rayburn West Financial Services LLC | 35,815 | $3.85M | 2.12% | +93+0.3% | Added |
| Sovereign's Capital Management, LLC | 35,834 | $3.85M | 2.57% | −441−1.2% | Reduced |
| Vontobel Holding Ltd. | 35,916 | $3.86M | 0.01% | −4,018−10.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 35,983 | $3.87M | 0.07% | −712−1.9% | Reduced |
| Frank, Rimerman Advisors LLC | 36,264 | $3.90M | 0.22% | −635−1.7% | Reduced |
| Columbia Asset Management | 36,270 | $3.90M | 0.68% | −3,100−7.9% | Reduced |
| Palouse Capital Management, Inc. | 36,610 | $3.94M | 2.45% | −3,179−8.0% | Reduced |
| Prudential PLC | 36,618 | $3.94M | 0.03% | −4,448−10.8% | Reduced |
| Stanley-Laman Group, Ltd. | 36,648 | $3.94M | 0.40% | −700−1.9% | Reduced |
| Summit Financial, LLC | 36,663 | $3.94M | 0.04% | +1,227+3.5% | Added |
| New Mexico Educational Retirement Board | 36,762 | $3.95M | 0.10% | +2,600+7.6% | Added |
| Gilbert & Cook, Inc. | 36,807 | $3.96M | 0.46% | −975−2.6% | Reduced |
| Verdence Capital Advisors LLC | 37,362 | $4.02M | 0.21% | −446−1.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 37,464 | $4.03M | 0.81% | −127−0.3% | Reduced |
| JB Capital LLC | 37,540 | $4.04M | 0.14% | +1,337+3.7% | Added |
| Harvest Portfolios Group Inc. | 37,995 | $4.08M | 0.06% | +6,193+19.5% | Added |
| Louisiana State Employees Retirement System | 38,200 | $4.11M | 0.06% | +500+1.3% | Added |
| OneAscent Financial Services LLC | 38,335 | $4.12M | 0.20% | +36,271+1,757.3% | Added |
| Butensky & Cohen Financial Security, Inc | 38,387 | $4.13M | 1.02% | +637+1.7% | Added |
| Integrated Wealth Concepts LLC | 38,425 | $4.13M | 0.03% | −5,366−12.3% | Reduced |
| Americana Partners, LLC | 38,487 | $4.14M | 0.09% | +13,588+54.6% | Added |
| Park Avenue Securities LLC | 39,030 | $4.20M | 0.03% | −233−0.6% | Reduced |
| Omers Administration Corp | 39,050 | $4.20M | 0.03% | −3,701−8.7% | Reduced |
| Welch & Forbes LLC | 39,102 | $4.20M | 0.05% | −2,149−5.2% | Reduced |
| Stolper Co | 39,135 | $4.21M | 1.09% | +26,954+221.3% | Added |
| Providence Capital Advisors, LLC | 39,181 | $4.21M | 0.64% | −135−0.3% | Reduced |
| Highland Capital Management, LLC | 39,512 | $4.25M | 0.20% | −140−0.4% | Reduced |
| Summit Trail Advisors, LLC | 39,909 | $4.29M | 0.05% | +2,596+7.0% | Added |
| Nicholas Hoffman & Company, LLC. | 40,057 | $4.31M | 0.09% | +15,401+62.5% | Added |
| IHT Wealth Management, LLC | 40,065 | $4.31M | 0.09% | +4,591+12.9% | Added |
| Builder Investment Group Inc | 40,111 | $4.31M | 0.85% | −200−0.5% | Reduced |
| Maryland State Retirement & Pension System | 40,231 | $4.32M | 0.07% | +3,736+10.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 40,349 | $4.34M | 0.62% | +1,162+3.0% | Added |
| Atria Investments LLC | 40,893 | $4.40M | 0.04% | +1,309+3.3% | Added |
| Thrivent Financial for Lutherans | 41,042 | $4.41M | 0.01% | −6,720−14.1% | Reduced |
| Kessler Investment Group, LLC | 41,202 | $4.43M | 1.89% | +41,202 | New |
| Hartford Investment Management Co | 41,248 | $4.43M | 0.13% | −734−1.7% | Reduced |
| First National Trust Co | 41,288 | $4.44M | 0.15% | −8,379−16.9% | Reduced |
| Jain Global LLC | 41,687 | $4.48M | 0.05% | +41,687 | New |
| Stablepoint Partners, LLC | 41,729 | $4.49M | 0.62% | +750+1.8% | Added |
| Naples Global Advisors, LLC | 41,797 | $4.49M | 0.28% | +4,029+10.7% | Added |
| Adams Asset Advisors, LLC | 41,801 | $4.49M | 0.51% | +1,877+4.7% | Added |
| Foundations Investment Advisors, LLC | 41,854 | $4.50M | 0.05% | +4,407+11.8% | Added |
| Vestmark Advisory Solutions, Inc. | 41,902 | $4.50M | 0.04% | −6,105−12.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 42,059 | $4.52M | 0.04% | +8,559+25.5% | Added |
| Pinnacle Financial Partners, Inc. | 42,082 | $4.52M | 0.03% | −2,331−5.2% | Reduced |
| Boston Research & Management Inc | 42,352 | $4.55M | 1.01% | −85−0.2% | Reduced |
| Elo Mutual Pension Insurance Co | 42,367 | $4.55M | 0.06% | −10,790−20.3% | Reduced |
| Inspire Advisors, LLC | 42,304 | $4.56M | 0.32% | +723+1.7% | Added |
| TCTC Holdings, LLC | 42,417 | $4.56M | 0.12% | −3,450−7.5% | Reduced |
| Signaturefd, LLC | 42,533 | $4.57M | 0.06% | +837+2.0% | Added |
| Waterfront Wealth Inc. | 40,682 | $4.58M | 0.71% | −144−0.4% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 42,655 | $4.59M | 2.14% | +660+1.6% | Added |
| Brasada Capital Management, LP | 42,848 | $4.61M | 0.83% | −20,643−32.5% | Reduced |
| Capital Investment Advisory Services, LLC | 43,253 | $4.65M | 0.29% | +623+1.5% | Added |
| Scotia Capital Inc. | 43,640 | $4.69M | 0.02% | +5,548+14.6% | Added |
| Vise Technologies, Inc. | 43,883 | $4.72M | 0.05% | +24,735+129.2% | Added |
| Cullinan Associates Inc | 44,927 | $4.83M | 0.37% | −47,862−51.6% | Reduced |
| Keystone Financial Planning, Inc. | 44,932 | $4.83M | 1.25% | −836−1.8% | Reduced |
| DKRT Investments Corp. | 45,000 | $4.84M | 1.18% | +20,000+80.0% | Added |
| Mayflower Financial Advisors, LLC | 45,048 | $4.84M | 0.42% | +40,131+816.2% | Added |
| Cooper Financial Group | 45,059 | $4.84M | 0.40% | +241+0.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 45,158 | $4.85M | 0.48% | −10,716−19.2% | Reduced |
| Aquatic Capital Management LLC | 45,177 | $4.86M | 0.17% | +45,177 | New |
| Kiltearn Partners LLP | 45,341 | $4.87M | 1.18% | −2,259−4.7% | Reduced |
| CWM Advisors, LLC | 45,376 | $4.88M | 0.20% | +6,163+15.7% | Added |
| Wesbanco Bank Inc | 45,701 | $4.91M | 0.12% | −379−0.8% | Reduced |
| Linscomb & Williams, Inc. | 45,707 | $4.91M | 0.21% | −2,023−4.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 45,905 | $4.93M | 1.72% | −170−0.4% | Reduced |
| Koshinski Asset Management, Inc. | 46,078 | $4.95M | 0.26% | +183+0.4% | Added |
| HB Wealth Management, LLC | 46,121 | $4.96M | 0.03% | −212−0.5% | Reduced |
| Kentucky Retirement Systems | 46,336 | $4.98M | 0.12% | −12,681−21.5% | Reduced |
| Vision Capital Management, Inc. | 46,393 | $4.99M | 0.57% | +6,257+15.6% | Added |
| KMG Fiduciary Partners, LLC | 46,416 | $4.99M | 0.46% | +10,080+27.7% | Added |
| Intellus Advisors LLC | 46,582 | $5.01M | 0.61% | −11,930−20.4% | Reduced |
| IFP Advisors, Inc | 46,661 | $5.02M | 0.09% | +326+0.7% | Added |
| Dynamic Advisor Solutions LLC | 47,005 | $5.05M | 0.14% | +4,539+10.7% | Added |
| Norinchukin Bank, The | 47,145 | $5.07M | 0.05% | +590+1.3% | Added |
| First Citizens Bank & Trust Co | 47,411 | $5.10M | 0.08% | +7,919+20.1% | Added |
| Arkadios Wealth Advisors | 47,755 | $5.13M | 0.08% | +1,912+4.2% | Added |
| Greatmark Investment Partners, Inc. | 47,788 | $5.14M | 0.57% | −54,355−53.2% | Reduced |
| Tufton Capital Management | 47,813 | $5.14M | 0.86% | −466−1.0% | Reduced |
| Prelude Capital Management, LLC | 48,254 | $5.19M | 0.38% | −890−1.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 48,395 | $5.20M | 0.09% | −1,710−3.4% | Reduced |
| Worldquant Millennium Advisors LLC | 48,928 | $5.26M | 0.02% | −94,131−65.8% | Reduced |
| Kestra Private Wealth Services, LLC | 49,130 | $5.28M | 0.06% | +5,883+13.6% | Added |
| HBK Sorce Advisory LLC | 49,445 | $5.33M | 0.10% | +14,385+41.0% | Added |
| Lincoln Capital LLC | 49,785 | $5.35M | 0.95% | −248−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 49,806 | $5.35M | 0.07% | +199+0.4% | Added |
| Glenview Trust Co | 50,048 | $5.38M | 0.07% | +823+1.7% | Added |
| Lynch & Associates | 50,125 | $5.39M | 0.94% | +1,720+3.6% | Added |
| NewSquare Capital LLC | 50,248 | $5.40M | 0.40% | +2,051+4.3% | Added |
| Rowland & Co Investment Counsel | 50,279 | $5.41M | 0.99% | +1,543+3.2% | Added |