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 |
|---|---|---|---|---|---|
| Lansing Street Advisors | 3,588 | $385.7K | 0.08% | +49+1.4% | Added |
| Madrid Wealth Management, LLC | 3,591 | $386.0K | 0.25% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 3,596 | $386.6K | 0.08% | −768−17.6% | Reduced |
| Westview Management dba Westview Investment Advisors | 3,600 | $387.0K | 0.19% | +200+5.9% | Added |
| Barr E S & Co | 3,605 | $387.5K | 0.02% | −50−1.4% | Reduced |
| Ares Financial Consulting, LLC | 3,609 | $388.0K | 0.28% | +26+0.7% | Added |
| Eagle Rock Investment Company, LLC | 3,633 | $390.5K | 0.05% | +725+24.9% | Added |
| Convergence Financial, LLC | 3,637 | $391.0K | 0.03% | +181+5.2% | Added |
| IMA Wealth, Inc. | 3,650 | $392.4K | 0.02% | +3,219+746.9% | Added |
| Diamant Asset Management, Inc. | 3,660 | $393.4K | 0.27% | −356,411−99.0% | Reduced |
| Tandem Wealth Advisors LLC | 3,673 | $394.8K | 0.16% | +285+8.4% | Added |
| Vista Investment Partners LLC | 3,679 | $395.5K | 0.10% | +3+0.1% | Added |
| Centerline Wealth Advisors, LLC | 3,680 | $395.6K | 0.12% | −56−1.5% | Reduced |
| Wynn Capital, LLC | 3,700 | $397.7K | 0.18% | +248+7.2% | Added |
| Thayer Partners, LLC | 3,710 | $398.8K | 0.17% | +8+0.2% | Added |
| Silverleafe Capital Partners, LLC | 3,711 | $399.0K | 0.11% | +515+16.1% | Added |
| Lifeworks Advisors, LLC | 3,721 | $400.0K | 0.04% | −439−10.6% | Reduced |
| Lodestone Wealth Management LLC | 3,730 | $401.0K | 0.14% | −75−2.0% | Reduced |
| Ci Investments Inc. | 3,736 | $401.6K | 0.00% | +96+2.6% | Added |
| Sym Financial Corp | 3,737 | $401.7K | 0.03% | +196+5.5% | Added |
| Wallace Advisory Group, LLC | 3,739 | $401.9K | 0.38% | +1,469+64.7% | Added |
| Xxi Wealth, LLC | 3,740 | $402.1K | 0.18% | +44+1.2% | Added |
| Summit Asset Management, LLC | 3,744 | $402.4K | 0.05% | +10.0% | Added |
| Durante & Waters, LLC | 3,746 | $402.7K | 0.26% | −18−0.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,754 | $403.6K | 0.32% | −60−1.6% | Reduced |
| Resonant Capital Advisors, LLC | 3,755 | $403.7K | 0.02% | +121+3.3% | Added |
| Legacy Financial Independent Advisors LLC | 3,756 | $403.7K | 0.19% | −97−2.5% | Reduced |
| Kennedy Investment Group | 3,764 | $404.6K | 0.14% | −302−7.4% | Reduced |
| Sterling Investment Counsel, LLC | 3,770 | $405.3K | 0.10% | −51−1.3% | Reduced |
| CRA Financial Services, LLC | 3,773 | $405.6K | 0.05% | +78+2.1% | Added |
| Personal Cfo Solutions, LLC | 3,778 | $406.1K | 0.06% | −211−5.3% | Reduced |
| Cornerstone Wealth Group, LLC | 3,780 | $406.3K | 0.02% | +360+10.5% | Added |
| Virtu Financial LLC | 3,786 | $407.0K | 0.01% | −19,207−83.5% | Reduced |
| Qtron Investments LLC | 3,790 | $407.4K | 0.05% | +3,790 | New |
| Cornerstone Planning Group LLC | 3,518 | $407.5K | 0.05% | −27−0.8% | Reduced |
| RK Capital Management, LLC | 3,800 | $408.5K | 0.02% | −1,900−33.3% | Reduced |
| Action Point Financial Planning, LLC | 3,820 | $410.2K | 0.04% | +3,820 | New |
| Oakmont Investment Advisors, Inc. | 3,820 | $410.9K | 0.29% | +1,587+71.1% | Added |
| Inlet Private Wealth, LLC | 3,830 | $411.7K | 0.10% | −150−3.8% | Reduced |
| Kiley Juergens Wealth Management, LLC | 3,834 | $412.2K | 0.06% | −209−5.2% | Reduced |
| Everpar Advisors LLC | 3,847 | $413.6K | 0.12% | −75−1.9% | Reduced |
| Catalyst Financial Partners LLC | 3,850 | $413.9K | 0.04% | −2,141−35.7% | Reduced |
| Pitcairn Wealth Advisors LLC | 3,859 | $414.8K | 0.05% | −149−3.7% | Reduced |
| Peoples Financial Services Corp. | 3,861 | $415.1K | 0.18% | −96−2.4% | Reduced |
| World Equity Group, Inc. | 3,875 | $416.4K | 0.09% | +221+6.0% | Added |
| Frisch Financial Group, Inc. | 3,894 | $418.6K | 0.07% | +134+3.6% | Added |
| Indivisible Partners | 3,898 | $419.1K | 0.02% | −857−18.0% | Reduced |
| Argyle Capital Partners, LLC | 3,903 | $419.6K | 0.26% | +1,020+35.4% | Added |
| LaSalle St. Investment Advisors, LLC | 3,914 | $420.8K | 0.05% | +19+0.5% | Added |
| PFC Capital Group, Inc. | 3,917 | $421.0K | 0.16% | −744−16.0% | Reduced |
| Clarity Financial LLC | 3,933 | $422.7K | 0.04% | −120−3.0% | Reduced |
| Caerus Investment Advisors, LLC | 3,933 | $422.8K | 0.14% | −293−6.9% | Reduced |
| Panagora Asset Management Inc | 3,949 | $424.5K | 0.00% | −501−11.3% | Reduced |
| Kera Capital Partners, Inc. | 3,954 | $425.1K | 0.04% | −667−14.4% | Reduced |
| King Luther Capital Management Corp | 3,962 | $425.9K | 0.00% | −1,756−30.7% | Reduced |
| BlueSky Wealth Advisors, LLC | 3,965 | $426.2K | 0.05% | −57−1.4% | Reduced |
| Annex Advisory Services, LLC | 3,966 | $426.3K | 0.01% | −191−4.6% | Reduced |
| West Family Investments, Inc. | 3,972 | $427.0K | 0.12% | +3,972 | New |
| SkyOak Wealth, LLC | 3,974 | $427.2K | 0.07% | −562−12.4% | Reduced |
| Fortress Financial Group, LLC | 3,980 | $427.8K | 0.21% | −826−17.2% | Reduced |
| Allred Capital Management, LLC | 3,987 | $428.6K | 0.14% | 00.0% | Unchanged |
| City National Bank of Florida | 3,997 | $429.7K | 0.18% | +1,014+34.0% | Added |
| Powers Advisory Group, LLC | 4,000 | $430.0K | 0.13% | −1,172−22.7% | Reduced |
| Washington Trust Co | 4,010 | $431.1K | 0.01% | +155+4.0% | Added |
| Prairie Advisory, LLC | 4,027 | $432.9K | 0.10% | +4,027 | New |
| Sar Wealth Management Group, LLC | 4,027 | $432.9K | 0.21% | 00.0% | Unchanged |
| LVW Advisors, LLC | 4,028 | $433.0K | 0.04% | +496+14.0% | Added |
| Calton & Associates, Inc. | 4,032 | $433.5K | 0.06% | +278+7.4% | Added |
| Financial Solutions Advisory Group, Inc. | 3,936 | $435.9K | 0.06% | −2,142−35.2% | Reduced |
| AlphaGrep UK Ltd | 4,062 | $436.7K | 0.13% | +4,062 | New |
| Bollard Group LLC | 4,087 | $439.0K | 0.01% | +36+0.9% | Added |
| Money Concepts Capital Corp | 4,107 | $441.5K | 0.02% | −659−13.8% | Reduced |
| CFS Investment Advisory Services, LLC | 3,999 | $442.5K | 0.03% | +49+1.2% | Added |
| Juncture Wealth Strategies, LLC | 4,126 | $443.5K | 0.12% | +200+5.1% | Added |
| Ingalls & Snyder LLC | 4,133 | $444.0K | 0.01% | +174+4.4% | Added |
| RDA Financial Network | 4,133 | $444.3K | 0.10% | +9+0.2% | Added |
| Jackson Thornton Asset Management, LLC | 4,138 | $444.8K | 0.04% | +1,679+68.3% | Added |
| BKD Wealth Advisors, LLC | 4,164 | $447.6K | 0.01% | −78−1.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,153 | $448.0K | 0.00% | −314,457−98.7% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,173 | $448.6K | 0.13% | −248−5.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,293 | $451.0K | 0.08% | −119−2.7% | Reduced |
| Financial Advisors Network, Inc. | 4,209 | $452.5K | 0.06% | +611+17.0% | Added |
| Park Place Capital Corp | 4,209 | $452.5K | 0.07% | +3,351+390.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,235 | $454.7K | 0.02% | −700−14.2% | Reduced |
| Howland Capital Management LLC | 4,238 | $455.6K | 0.02% | −121−2.8% | Reduced |
| First Nebraska Trust Co | 4,246 | $456.4K | 0.04% | +275+6.9% | Added |
| Oakland Financial Corp | 4,250 | $456.9K | 10.12% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 4,250 | $456.9K | 0.02% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 4,256 | $457.5K | 0.08% | −2,256−34.6% | Reduced |
| Excelsior Advisor Network LLC | 4,256 | $457.6K | 0.06% | +590+16.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,265 | $458.5K | 0.02% | +232+5.8% | Added |
| Brown Financial Advisors | 4,272 | $459.2K | 0.16% | +118+2.8% | Added |
| Jeppson Wealth Management, LLC | 4,274 | $459.5K | 0.14% | +1,147+36.7% | Added |
| JFS Wealth Advisors, LLC | 4,276 | $459.7K | 0.02% | +48+1.1% | Added |
| Diversified Trust Co | 4,282 | $460.3K | 0.01% | +44+1.0% | Added |
| CCG Wealth Management, LLC | 4,288 | $461.0K | 0.11% | +87+2.1% | Added |
| Marks Group Wealth Management, Inc | 4,301 | $462.4K | 0.04% | −18−0.4% | Reduced |
| One Wealth Advisors, LLC | 4,305 | $462.8K | 0.05% | −10−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 4,316 | $464.0K | 0.00% | −1,303−23.2% | Reduced |
| Lighthouse Financial Services Inc | 4,238 | $464.2K | 0.10% | +59+1.4% | Added |