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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 2,053 | $220.7K | 0.00% | +2,053 | New |
| First Heartland Consultants, Inc. | 2,054 | $220.8K | 0.01% | +11+0.5% | Added |
| Embree Financial Group | 2,059 | $221.3K | 0.02% | −290−12.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 2,071 | $222.6K | 0.01% | −91−4.2% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,073 | $222.9K | 0.06% | +2,073 | New |
| Ipswich Investment Management Co., Inc. | 2,075 | $223.1K | 0.05% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 2,078 | $223.4K | 0.13% | +14+0.7% | Added |
| Certified Advisory Corp | 2,080 | $223.6K | 0.02% | −36−1.7% | Reduced |
| TRB Wealth Management, LLC | 2,081 | $223.7K | 0.03% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 2,087 | $224.3K | 0.10% | −158−7.0% | Reduced |
| May Hill Capital, LLC | 2,088 | $224.5K | 0.05% | +2,088 | New |
| Peterson Wealth Services | 2,089 | $224.6K | 0.05% | +726+53.3% | Added |
| Wright Investors Service Inc | 2,095 | $225.2K | 0.06% | −139−6.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,097 | $225.4K | 0.02% | +2,097 | New |
| Chapin Davis, Inc. | 2,102 | $226.0K | 0.04% | +2,102 | New |
| Corsicana & Co. | 2,125 | $228.4K | 0.11% | −4,296−66.9% | Reduced |
| Blalock Williams, LLC | 2,128 | $228.8K | 0.15% | +2,128 | New |
| Flatrock Wealth Partners LLC | 2,132 | $229.2K | 0.09% | −327−13.3% | Reduced |
| Birch Financial Group, LLC | 2,139 | $229.9K | 0.12% | −169−7.3% | Reduced |
| Arta Finance Wealth Management LLC | 2,140 | $230.1K | 0.10% | +89+4.3% | Added |
| Mystic Asset Management, Inc. | 2,141 | $230.2K | 0.05% | +2,141 | New |
| Keebeck Wealth Management, LLC | 2,144 | $230.5K | 0.02% | +2,144 | New |
| Silver Coast Investments LLC | 2,147 | $230.8K | 0.07% | +16+0.8% | Added |
| RFG - Bristol Wealth Advisors, LLC | 2,157 | $231.8K | 0.06% | −46−2.1% | Reduced |
| Readystate Asset Management LP | 2,158 | $232.0K | 0.01% | −1,054−32.8% | Reduced |
| Center for Financial Planning, Inc. | 2,158 | $232.0K | 0.02% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,158 | $232.0K | 0.09% | −17−0.8% | Reduced |
| J. Derek Lewis & Associates Inc. | 2,159 | $232.1K | 0.04% | −1,689−43.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 2,044 | $232.3K | 0.01% | +73+3.7% | Added |
| Allegheny Financial Group LTD | 2,161 | $232.3K | 0.02% | −161−6.9% | Reduced |
| Income Insurance Ltd | 2,162 | $232.4K | 0.14% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,163 | $232.5K | 0.02% | −128−5.6% | Reduced |
| NorthStar Asset Management LLC | 2,174 | $233.8K | 0.10% | +10.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 2,180 | $234.3K | 0.09% | +2,180 | New |
| JMN Financial LLC | 2,182 | $234.6K | 0.18% | +2,182 | New |
| Knightsbridge Asset Management, LLC | 2,188 | $235.2K | 0.03% | −73−3.2% | Reduced |
| Root Financial Partners, LLC | 2,189 | $235.3K | 0.01% | +567+35.0% | Added |
| Sheets Smith Wealth Management | 2,198 | $236.3K | 0.02% | +30+1.4% | Added |
| Real Talk Capital, LLC | 2,202 | $236.7K | 0.18% | +2,202 | New |
| Keel Point, LLC | 2,203 | $236.8K | 0.01% | −255−10.4% | Reduced |
| Wick Capital Partners, LLC | 2,209 | $237.5K | 0.04% | +115+5.5% | Added |
| Swiss Re Ltd | 2,216 | $238.2K | 0.02% | +2,052+1,251.2% | Added |
| Jacobs & Co | 2,232 | $239.0K | 0.02% | −495−18.2% | Reduced |
| CV Advisors LLC | 2,225 | $239.2K | 0.05% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 2,228 | $239.5K | 0.03% | +2,228 | New |
| PCM Encore, LLC | 2,231 | $239.8K | 0.04% | −2−0.1% | Reduced |
| Edgestream Partners, L.P. | 2,235 | $240.3K | 0.01% | −43,743−95.1% | Reduced |
| Adviser Investments LLC | 2,243 | $241.1K | 0.00% | −1,771−44.1% | Reduced |
| Heritage Wealth Advisors | 2,249 | $241.8K | 0.01% | +431+23.7% | Added |
| NTV Asset Management LLC | 2,250 | $241.9K | 0.02% | +2,250 | New |
| Liberty Capital Management, Inc. | 2,250 | $241.9K | 0.04% | +2,250 | New |
| Sollinda Capital Management LLC | 2,255 | $242.4K | 0.05% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 2,266 | $243.6K | 0.01% | −11−0.5% | Reduced |
| Arwa LLC | 2,082 | $244.0K | 0.10% | −102−4.7% | Reduced |
| Options Solutions, LLC | 2,270 | $244.0K | 0.17% | +35+1.6% | Added |
| Carolina Wealth Management Inc | 2,289 | $246.1K | 0.11% | +2,289 | New |
| Uhlmann Price Securities, LLC | 2,289 | $246.1K | 0.01% | +2,289 | New |
| Fiduciary Trust Co | 2,291 | $246.2K | 0.00% | −295−11.4% | Reduced |
| Trilogy Capital Inc. | 2,293 | $246.5K | 0.01% | −755−24.8% | Reduced |
| Schrum Private Wealth Management LLC | 1,824 | $246.6K | 0.25% | +1,824 | New |
| Triad Wealth Partners, LLC | 2,308 | $246.6K | 0.01% | +2,308 | New |
| Old National Bancorp | 2,295 | $246.7K | 0.00% | +4+0.2% | Added |
| Somerset Trust Co | 2,297 | $246.9K | 0.07% | +34+1.5% | Added |
| Martin Capital Partners, LLC | 2,299 | $247.1K | 0.09% | −49,022−95.5% | Reduced |
| Symmetry Partners, LLC | 2,302 | $247.5K | 0.01% | +2,302 | New |
| Vision Financial Markets LLC | 2,283 | $247.8K | 0.22% | +2+0.1% | Added |
| Leavell Investment Management, Inc. | 2,310 | $248.3K | 0.01% | −244−9.6% | Reduced |
| Marshall Financial Group LLC | 2,310 | $248.3K | 0.04% | −17−0.7% | Reduced |
| PeakShares LLC | 2,313 | $248.6K | 0.19% | +130+6.0% | Added |
| IFG Advisors, LLC | 2,313 | $248.7K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management | 2,318 | $249.2K | 0.11% | +2,138+1,187.8% | Added |
| Quantum Financial Partners LLC | 2,329 | $250.4K | 0.13% | +2,329 | New |
| Strategic Wealth Partners, Ltd. | 2,329 | $250.4K | 0.02% | −107,368−97.9% | Reduced |
| Leisure Capital Management | 2,340 | $251.6K | 0.08% | +2,340 | New |
| Klingman & Associates, LLC | 2,343 | $251.9K | 0.01% | +10.0% | Added |
| South State Corp. | 2,344 | $252.0K | 0.01% | +526+28.9% | Added |
| Southern Financial Group, LLC | 2,349 | $252.5K | 0.06% | −258−9.9% | Reduced |
| Blackhawk Capital Partners LLC. | 2,350 | $252.6K | 0.08% | −29−1.2% | Reduced |
| J. Goldman & Co LP | 2,350 | $252.6K | 0.01% | +2,350 | New |
| Hidden Cove Wealth Management, LLC | 2,358 | $253.5K | 0.14% | +177+8.1% | Added |
| PFG Advisors | 2,361 | $253.8K | 0.01% | +2,361 | New |
| Clear Wave Wealth Management LLC | 2,363 | $254.0K | 0.06% | +55+2.4% | Added |
| FSA Advisors, Inc. | 2,359 | $254.1K | 0.12% | +2,359 | New |
| Alliance Wealth Advisors, LLC | 2,367 | $254.4K | 0.10% | −27−1.1% | Reduced |
| Evexia Wealth LLC | 2,381 | $254.5K | 0.07% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,369 | $254.7K | 0.02% | −738−23.8% | Reduced |
| Cromwell Holdings LLC | 2,375 | $255.3K | 0.11% | +421+21.5% | Added |
| Fidelis Capital Partners, LLC | 2,379 | $255.7K | 0.01% | +2,379 | New |
| Latitude Advisors, LLC | 2,380 | $255.8K | 0.10% | +197+9.0% | Added |
| Chapman Financial Group, LLC | 2,383 | $256.2K | 0.17% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,399 | $257.9K | 0.04% | −409−14.6% | Reduced |
| Novem Group | 2,399 | $257.9K | 0.03% | +2,399 | New |
| Copley Financial Group, Inc. | 2,403 | $258.3K | 0.16% | −1,454−37.7% | Reduced |
| HHM Wealth Advisors, LLC | 2,410 | $259.1K | 0.03% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 2,411 | $259.2K | 0.10% | −33−1.4% | Reduced |
| Berry Wealth Group, LP | 2,411 | $259.2K | 0.83% | +35+1.5% | Added |
| TBH Global Asset Management, LLC | 2,417 | $259.8K | 0.05% | +2,417 | New |
| Optas, LLC | 2,422 | $260.4K | 0.04% | −74−3.0% | Reduced |
| Safeguard Investment Advisory Group, LLC | 2,424 | $260.6K | 0.06% | +2,424 | New |
| Quantum Financial Advisors, LLC | 2,424 | $260.6K | 0.03% | −12−0.5% | Reduced |