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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 89 | $9.57K | 0.00% | −1−1.1% | Reduced |
| Sims Investment Management, LLC | 90 | $9.68K | 0.00% | +90 | New |
| Private Wealth Management Group, LLC | 91 | $9.78K | 0.00% | +6+7.1% | Added |
| Gen-Wealth Partners Inc | 94 | $10.1K | 0.00% | −42−30.9% | Reduced |
| High Note Wealth, LLC | 95 | $10.2K | 0.00% | +28+41.8% | Added |
| Kimelman & Baird, LLC | 98 | $10.6K | 0.00% | −4−3.9% | Reduced |
| Kilter Group LLC | 99 | $10.6K | 0.00% | −24−19.5% | Reduced |
| EFG International AG | 99 | $10.6K | 0.00% | +29+41.4% | Added |
| Valued Wealth Advisors LLC | 100 | $10.7K | 0.00% | +43+75.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 100 | $10.8K | 0.00% | +100 | New |
| Stance Capital LLC | 100 | $10.8K | 0.00% | +100 | New |
| Burkett Financial Services, LLC | 100 | $10.8K | 0.00% | +2+2.0% | Added |
| Strive Financial Group ,LLC | 101 | $10.8K | 0.00% | +1+1.0% | Added |
| Cornerstone Financial Management LLC | 103 | $11.1K | 0.01% | +45+77.6% | Added |
| Provenance Wealth Advisors, LLC | 103 | $11.1K | 0.00% | +103 | New |
| Bay Harbor Wealth Management, LLC | 107 | $11.5K | 0.00% | +32+42.7% | Added |
| Miller Global Investments, LLC | 116 | $12.5K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 126 | $13.5K | 0.01% | +85+207.3% | Added |
| First Community Trust NA | 129 | $13.9K | 0.01% | −1,000−88.6% | Reduced |
| DB Fitzpatrick & Co, Inc | 129 | $13.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 135 | $14.0K | 0.00% | −284−67.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 131 | $14.1K | 0.00% | +37+39.4% | Added |
| Avalon Trust Co | 134 | $14.4K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 135 | $14.5K | 0.01% | +1+0.7% | Added |
| Sunrise Financial Services, LLC | 137 | $14.7K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 139 | $14.9K | 0.01% | +100+256.4% | Added |
| BFSG, LLC | 140 | $15.1K | 0.00% | −20−12.5% | Reduced |
| Hughes Financial Services, LLC | 141 | $15.2K | 0.00% | +60+74.1% | Added |
| J.Safra Asset Management Corp | 144 | $15.5K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 147 | $15.8K | 0.01% | −180−55.0% | Reduced |
| Prestige Wealth Management Group LLC | 147 | $15.8K | 0.00% | +12+8.9% | Added |
| Morton Brown Family Wealth, LLC | 151 | $16.2K | 0.00% | +7+4.9% | Added |
| CrossGen Wealth, LLC | 154 | $16.5K | 0.01% | +3+2.0% | Added |
| Abound Financial, LLC | 154 | $16.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 156 | $16.8K | 0.00% | +89+132.8% | Added |
| Vanguard Advisers Inc | 156 | $16.8K | 0.00% | +138+766.7% | Added |
| TD Capital Management LLC | 160 | $17.2K | 0.00% | +2+1.3% | Added |
| Atomic Invest LLC | 160 | $17.3K | 0.00% | +5+3.2% | Added |
| Cedar Mountain Advisors, LLC | 163 | $17.6K | 0.00% | +14+9.4% | Added |
| Adkins Seale Capital Management LLC | 164 | $17.6K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 165 | $17.8K | 0.00% | −207−55.6% | Reduced |
| Prosperity Bancshares Inc | 166 | $17.8K | 0.01% | −499−75.0% | Reduced |
| Frazier Financial Advisors, LLC | 176 | $18.9K | 0.01% | −3−1.7% | Reduced |
| Fedenia Advisers LLC | 177 | $19.0K | 0.00% | +177 | New |
| VSM Wealth Advisory, LLC | 180 | $19.3K | 0.01% | +1+0.6% | Added |
| West Branch Capital LLC | 180 | $19.4K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 181 | $19.5K | 0.01% | +60+49.6% | Added |
| Wellington-Altus USA Inc. | 201 | $19.8K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 184 | $19.8K | 0.00% | +147+397.3% | Added |
| Evolution Wealth Management Inc. | 189 | $20.4K | 0.01% | +2+1.1% | Added |
| Princeton Global Asset Management LLC | 190 | $20.4K | 0.00% | −275−59.1% | Reduced |
| Stone House Investment Management, LLC | 192 | $20.6K | 0.00% | +150+357.1% | Added |
| LifeSteps Financial, Inc. | 196 | $21.1K | 0.01% | +196 | New |
| Dunhill Financial, LLC | 199 | $21.5K | 0.00% | +38+23.6% | Added |
| Byrne Asset Management LLC | 200 | $21.5K | 0.01% | −50−20.0% | Reduced |
| Security National Bank | 200 | $21.5K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $21.5K | 0.01% | +200 | New |
| Activest Wealth Management | 204 | $21.9K | 0.00% | −628−75.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 204 | $22.0K | 0.00% | −10−4.7% | Reduced |
| Bayban | 209 | $22.5K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 212 | $22.8K | 0.00% | −73−25.6% | Reduced |
| ZRC Wealth Management, LLC | 213 | $22.9K | 0.01% | +67+45.9% | Added |
| Consultiva Wealth Management, Corp. | 215 | $23.1K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 217 | $23.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 224 | $24.1K | 0.00% | −6−2.6% | Reduced |
| Alpine Bank Wealth Management | 225 | $24.2K | 0.00% | +225 | New |
| PlanVest Financial, Inc | 227 | $24.5K | 0.02% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 230 | $24.7K | 0.01% | +147+177.1% | Added |
| Centerpoint Advisors, LLC | 229 | $25.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 235 | $25.3K | 0.01% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 238 | $25.6K | 0.02% | 00.0% | Unchanged |
| Kennebec Savings Bank | 246 | $26.4K | 0.02% | 00.0% | Unchanged |
| XY Capital Ltd | 249 | $26.8K | 0.03% | +249 | New |
| Piscataqua Savings Bank | 250 | $26.9K | 0.02% | 00.0% | Unchanged |
| Entrust Financial LLC | 251 | $27.0K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 252 | $27.1K | 0.01% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 253 | $27.2K | 0.01% | −132−34.3% | Reduced |
| Lavaca Capital LLC | 254 | $27.3K | 0.00% | −116−31.4% | Reduced |
| Core Alternative Capital | 255 | $27.4K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 256 | $27.5K | 0.01% | +53+26.1% | Added |
| Indiana Trust & Investment Management CO | 265 | $28.5K | 0.01% | −70−20.9% | Reduced |
| Insight Financial Services | 266 | $28.6K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 269 | $28.9K | 0.02% | +52+24.0% | Added |
| Coston, McIsaac & Partners | 278 | $29.0K | 0.01% | +3+1.1% | Added |
| GoalVest Advisory LLC | 270 | $29.0K | 0.01% | −9,062−97.1% | Reduced |
| Atlantic Trust, LLC | 274 | $29.5K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 274 | $29.5K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 275 | $29.6K | 0.00% | −1−0.4% | Reduced |
| Addison Advisors LLC | 277 | $29.8K | 0.01% | −816−74.7% | Reduced |
| TSFG, LLC | 276 | $30.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 281 | $30.2K | 0.00% | −20,617−98.7% | Reduced |
| Markowski Investments | 282 | $30.4K | 0.01% | +282 | New |
| University of Texas/Texas Am Investment Managment Co | 284 | $30.5K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 284 | $30.5K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 286 | $30.7K | 0.00% | +71+33.0% | Added |
| SJS Investment Consulting Inc. | 289 | $31.0K | 0.00% | −197−40.5% | Reduced |
| Vision Retirement, LLC | 292 | $31.4K | 0.01% | −15−4.9% | Reduced |
| Regatta Research & Money Management | 296 | $31.8K | 0.03% | +296 | New |