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 |
|---|---|---|---|---|---|
| Albion Financial Group | 300 | $32.3K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 300 | $32.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 306 | $32.9K | 0.01% | +1+0.3% | Added |
| Kemnay Advisory Services Inc. | 308 | $33.1K | 0.00% | +8+2.7% | Added |
| Kingdom Financial Group LLC. | 314 | $33.8K | 0.01% | +303+2,754.5% | Added |
| Allied Private Wealth LLC | 307 | $33.8K | 0.02% | +307 | New |
| Pacifica Partners Inc. | 307 | $34.0K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 328 | $35.3K | 0.01% | +4+1.2% | Added |
| S&T Bank | 334 | $35.9K | 0.01% | −120−26.4% | Reduced |
| Pingora Partners LLC | 335 | $36.0K | 0.02% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 344 | $37.0K | 0.01% | +97+39.3% | Added |
| CNB Bank | 345 | $37.1K | 0.01% | −96−21.8% | Reduced |
| Richardson Capital Management LLC | 350 | $37.6K | 0.02% | −55−13.6% | Reduced |
| Financial Network Wealth Advisors LLC | 350 | $37.6K | 0.04% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 353 | $37.9K | 0.01% | −3−0.8% | Reduced |
| Evermay Wealth Management LLC | 355 | $38.2K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 357 | $38.4K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 364 | $39.1K | 0.01% | +186+104.5% | Added |
| Graney & King, LLC | 375 | $40.3K | 0.01% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 370 | $40.5K | 0.01% | +233+170.1% | Added |
| Pinney & Scofield, Inc. | 379 | $40.7K | 0.02% | −13−3.3% | Reduced |
| Grove Bank & Trust | 379 | $40.7K | 0.00% | +126+49.8% | Added |
| Rialto Wealth Management, LLC | 381 | $41.0K | 0.01% | +30+8.5% | Added |
| Lloyd Advisory Services, LLC. | 387 | $41.6K | 0.02% | +376+3,418.2% | Added |
| Ogorek Anthony Joseph | 402 | $43.0K | 0.01% | +95+30.9% | Added |
| Vanguard National Trust Co | 401 | $43.1K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 404 | $43.4K | 0.03% | −1,222−75.2% | Reduced |
| Essex Investment Management Co LLC | 404 | $43.4K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 416 | $44.7K | 0.02% | +1+0.2% | Added |
| First United Bank Trust | 420 | $45.2K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 425 | $45.7K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 425 | $45.7K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 445 | $47.8K | 0.00% | −200−31.0% | Reduced |
| BankPlus Trust Department | 446 | $47.9K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 462 | $49.7K | 0.02% | +7+1.5% | Added |
| GW&K Investment Management, LLC | 466 | $50.0K | 0.00% | −3−0.6% | Reduced |
| Quarry LP | 466 | $50.1K | 0.01% | −475−50.5% | Reduced |
| Catalyst Capital Advisors LLC | 468 | $50.3K | 0.00% | −7−1.5% | Reduced |
| Asset Dedication, LLC | 468 | $50.3K | 0.00% | +120+34.5% | Added |
| Purpose Unlimited Inc. | 484 | $52.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 485 | $52.1K | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 495 | $53.2K | 0.00% | +495 | New |
| New England Capital Financial Advisors LLC | 500 | $53.8K | 0.01% | −27−5.1% | Reduced |
| Avion Wealth | 518 | $55.0K | 0.01% | +49+10.4% | Added |
| TFC Financial Management | 520 | $55.9K | 0.01% | +9+1.8% | Added |
| FNY Investment Advisers, LLC | 521 | $56.0K | 0.02% | −11,418−95.6% | Reduced |
| MRP Capital Investments, LLC | 525 | $56.4K | 0.04% | +525 | New |
| Silver Grove Financial Group, Inc. | 531 | $57.1K | 0.03% | +531 | New |
| Medallion Wealth Advisors, LLC | 544 | $58.5K | 0.02% | +72+15.3% | Added |
| Tompkins Financial Corp | 547 | $58.8K | 0.00% | −94−14.7% | Reduced |
| Fortitude Family Office, LLC | 548 | $58.9K | 0.01% | +299+120.1% | Added |
| Webster Bank, N. A. | 563 | $60.5K | 0.01% | −469−45.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 564 | $60.6K | 0.01% | +155+37.9% | Added |
| Clark Wealth Partners | 567 | $60.9K | 0.03% | +8+1.4% | Added |
| Beacon Investment Advisory Services, Inc. | 580 | $62.4K | 0.00% | −90−13.4% | Reduced |
| Asset Planning,Inc | 580 | $62.4K | 0.04% | −293−33.6% | Reduced |
| Salomon & Ludwin, LLC | 570 | $62.4K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 582 | $62.6K | 0.01% | −65−10.0% | Reduced |
| Signature Equity Partners, LLC | 584 | $62.8K | 0.03% | −1,151−66.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 600 | $64.5K | 0.00% | −85−12.4% | Reduced |
| Key Financial Inc | 608 | $65.4K | 0.01% | −206−25.3% | Reduced |
| Bard Associates Inc | 613 | $65.9K | 0.01% | 00.0% | Unchanged |
| TrustBank | 615 | $66.1K | 0.02% | −509−45.3% | Reduced |
| Monetary Solutions, Ltd | 635 | $68.3K | 0.06% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 653 | $68.5K | 0.02% | +553+553.0% | Added |
| IAG Wealth Partners, LLC | 640 | $68.8K | 0.01% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 669 | $71.9K | 0.05% | +8+1.2% | Added |
| Valley National Advisers Inc | 677 | $72.8K | 0.01% | +1+0.1% | Added |
| Gill Capital Partners, LLC | 681 | $73.2K | 0.02% | 00.0% | Unchanged |
| Joseph Group Capital Management | 691 | $74.3K | 0.02% | −156−18.4% | Reduced |
| Davis Capital Management | 704 | $75.7K | 0.04% | −143−16.9% | Reduced |
| Rossby Financial, LCC | 704 | $75.7K | 0.01% | −183−20.6% | Reduced |
| Planning Strategies Inc. | 706 | $75.9K | 0.05% | +706 | New |
| Quaker Wealth Management, LLC | 721 | $77.5K | 0.02% | −147−16.9% | Reduced |
| Adirondack Trust Co | 722 | $77.6K | 0.02% | −103−12.5% | Reduced |
| General Partner, Inc. | 745 | $80.1K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 761 | $81.8K | 0.01% | −70−8.4% | Reduced |
| Toth Financial Advisory Corp | 771 | $82.9K | 0.01% | −7−0.9% | Reduced |
| Winch Advisory Services, LLC | 782 | $84.0K | 0.02% | +262+50.4% | Added |
| Owl Creek Wealth Partners LLC | 785 | $84.4K | 0.02% | −3−0.4% | Reduced |
| Ankerstar Wealth, LLC | 787 | $84.7K | 0.07% | +8+1.0% | Added |
| Bogart Wealth, LLC | 807 | $86.7K | 0.00% | +49+6.5% | Added |
| Rakuten Securities, Inc. | 807 | $86.8K | 0.02% | +102+14.5% | Added |
| MTM Investment Management, LLC | 811 | $87.2K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 812 | $87.3K | 0.00% | +6+0.7% | Added |
| Quent Capital, LLC | 832 | $89.4K | 0.01% | +52+6.7% | Added |
| Marshall Investment Management, LLC | 840 | $90.3K | 0.04% | 00.0% | Unchanged |
| MidFirst Bank | 844 | $90.7K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 855 | $91.9K | 0.01% | −281−24.7% | Reduced |
| Triumph Capital Management | 856 | $92.0K | 0.02% | −74−8.0% | Reduced |
| Crews Bank & Trust | 858 | $92.2K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 871 | $93.6K | 0.01% | +193+28.5% | Added |
| First National Bank | 900 | $96.8K | 0.04% | +900 | New |
| Harel Insurance Investments & Financial Services Ltd. | 900 | $97.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 914 | $98.3K | 0.01% | +8+0.9% | Added |
| WPG Advisers, LLC | 915 | $98.4K | 0.06% | +284+45.0% | Added |
| McCarthy Grittinger Financial Group, LLC | 917 | $98.6K | 0.02% | 00.0% | Unchanged |
| Banque Transatlantique SA | 920 | $98.9K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 924 | $99.3K | 0.02% | −900−49.3% | Reduced |
| Coastline Trust Co | 933 | $100.3K | 0.01% | −1,540−62.3% | Reduced |