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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 4,337 | $466.2K | 0.03% | −146−3.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,338 | $466.3K | 0.27% | +10.0% | Added |
| Diligent Investors, LLC | 4,359 | $468.6K | 0.10% | −27−0.6% | Reduced |
| Penserra Capital Management LLC | 4,366 | $469.0K | 0.00% | +156+3.7% | Added |
| Avestar Capital, LLC | 4,365 | $469.2K | 0.03% | +60+1.4% | Added |
| Bangor Savings Bank | 4,376 | $470.4K | 0.03% | −78−1.8% | Reduced |
| Nvest Financial, LLC | 4,384 | $471.3K | 0.15% | −269−5.8% | Reduced |
| Sage Mountain Advisors LLC | 4,388 | $471.8K | 0.03% | −2,992−40.5% | Reduced |
| Acorns Advisers, LLC | 4,387 | $472.0K | 0.00% | +197+4.7% | Added |
| Chicago Capital, LLC | 4,396 | $472.5K | 0.01% | −689−13.5% | Reduced |
| Solitude Financial Services | 4,400 | $473.0K | 0.13% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,412 | $474.3K | 0.01% | −2,435−35.6% | Reduced |
| Essential Partners LLC | 4,417 | $474.8K | 0.22% | −292−6.2% | Reduced |
| RWM Asset Management, LLC | 4,583 | $477.7K | 0.07% | +678+17.4% | Added |
| AMG National Trust Bank | 4,447 | $478.1K | 0.01% | −1,207−21.3% | Reduced |
| Silverlake Wealth Management LLC | 4,450 | $478.4K | 0.09% | −144−3.1% | Reduced |
| Trust Co of Vermont | 4,451 | $478.5K | 0.02% | +4,451 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,456 | $479.0K | 0.05% | −229−4.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,460 | $479.4K | 0.01% | +4,460 | New |
| Whittier Trust Co of Nevada Inc | 4,289 | $480.2K | 0.01% | −139−3.1% | Reduced |
| WestHill Financial Advisors, Inc. | 4,471 | $480.6K | 0.08% | +3+0.1% | Added |
| Simmons Bank | 4,487 | $482.4K | 0.03% | +1,910+74.1% | Added |
| S-Bank Fund Management Ltd | 4,492 | $482.9K | 0.07% | +4,492 | New |
| Roble, Belko & Company, Inc | 4,493 | $483.0K | 0.05% | −299−6.2% | Reduced |
| MBM Wealth Consultants, LLC | 4,497 | $483.4K | 0.09% | +286+6.8% | Added |
| Smith, Salley & Associates | 4,502 | $484.0K | 0.02% | +858+23.5% | Added |
| Charter Capital Management, LLC | 4,503 | $484.0K | 0.21% | −908−16.8% | Reduced |
| Capital Advisors Inc | 4,505 | $484.3K | 0.01% | −63−1.4% | Reduced |
| Kentucky Trust Co | 4,531 | $487.1K | 0.23% | +3+0.1% | Added |
| AlTi Global, Inc. | 4,532 | $487.2K | 0.01% | −478−9.5% | Reduced |
| Westhampton Capital, LLC | 4,545 | $488.6K | 0.20% | +4,545 | New |
| New Age Alpha Advisors, LLC | 4,558 | $490.0K | 0.02% | +4,558 | New |
| Aprio Wealth Management, LLC | 4,563 | $490.5K | 0.02% | +871+23.6% | Added |
| Morris Retirement Advisors, LLC | 4,571 | $491.4K | 0.18% | +1,879+69.8% | Added |
| Aegis Wealth Management, Inc. | 4,582 | $492.5K | 0.32% | +33+0.7% | Added |
| Johnson & White Wealth Management, LLC | 4,582 | $492.6K | 0.18% | −191−4.0% | Reduced |
| Cohen Capital Management, Inc. | 4,585 | $492.9K | 0.07% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 4,586 | $493.0K | 0.26% | −9,171−66.7% | Reduced |
| Invesco, LLC | 4,597 | $494.2K | 0.15% | −45−1.0% | Reduced |
| Cetera Trust Company, N.A | 4,603 | $494.8K | 0.25% | −65−1.4% | Reduced |
| Monetary Management Group Inc | 4,625 | $497.2K | 0.10% | −300−6.1% | Reduced |
| ABN AMRO Bank N.V. | 4,610 | $498.2K | 0.01% | −750−14.0% | Reduced |
| Winthrop Advisory Group LLC | 4,657 | $500.6K | 0.03% | +173+3.9% | Added |
| Versant Capital Management, Inc | 4,660 | $501.0K | 0.04% | +1,034+28.5% | Added |
| Archford Capital Strategies, LLC | 4,674 | $502.4K | 0.05% | +59+1.3% | Added |
| Tobam | 4,676 | $503.0K | 0.12% | +4,676 | New |
| Opinicus Capital, Inc. | 4,685 | $503.7K | 0.27% | −124−2.6% | Reduced |
| Sterneck Capital Management, LLC | 4,688 | $504.0K | 0.22% | −123−2.6% | Reduced |
| Bayesian Capital Management, LP | 4,700 | $505.3K | 0.32% | +4,700 | New |
| Castleview Partners, LLC | 4,701 | $505.5K | 0.22% | +1,060+29.1% | Added |
| Tannin Capital LLC | 4,704 | $505.7K | 0.33% | +363+8.4% | Added |
| Sylvest Advisors, LLC | 4,706 | $505.9K | 0.23% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 4,726 | $508.0K | 0.02% | +4,726 | New |
| Bartlett & Co. Wealth Management LLC | 4,734 | $508.9K | 0.01% | −1,585−25.1% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 4,775 | $513.3K | 0.39% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 4,782 | $514.0K | 0.02% | +384+8.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 4,789 | $514.8K | 0.13% | −215−4.3% | Reduced |
| HM Payson & Co | 4,848 | $521.2K | 0.01% | −45−0.9% | Reduced |
| LMG Wealth Partners, LLC | 4,876 | $524.1K | 0.08% | +18+0.4% | Added |
| Berkshire Asset Management LLC | 4,882 | $524.8K | 0.02% | −435−8.2% | Reduced |
| Detalus Advisors, LLC | 4,887 | $525.3K | 0.10% | −4,154−45.9% | Reduced |
| Fulton Bank, N.A. | 4,919 | $528.8K | 0.02% | +7+0.1% | Added |
| Institute for Wealth Management, LLC. | 4,920 | $528.9K | 0.05% | −242−4.7% | Reduced |
| Bowen Hanes & Co Inc | 5,395 | $530.8K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 4,941 | $531.2K | 0.02% | −348−6.6% | Reduced |
| Private Trust Co NA | 4,981 | $535.4K | 0.04% | +1,239+33.1% | Added |
| Oslo Pensjonsforsikring AS | 4,993 | $536.7K | 0.06% | 00.0% | Unchanged |
| Davis R M Inc | 5,000 | $537.5K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 5,002 | $537.6K | 0.04% | +88+1.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,032 | $541.0K | 0.04% | −1,020−16.9% | Reduced |
| U S Global Investors Inc | 5,034 | $541.2K | 0.05% | −323−6.0% | Reduced |
| Brio Consultants, LLC | 5,045 | $542.3K | 0.06% | +35+0.7% | Added |
| Womack Financial LLC | 5,061 | $544.1K | 0.36% | −282−5.3% | Reduced |
| Platform Technology Partners | 5,066 | $544.5K | 0.09% | +213+4.4% | Added |
| Aberdeen Wealth Management LLC | 5,089 | $547.1K | 0.26% | −2,840−35.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,115 | $549.9K | 0.17% | −250−4.7% | Reduced |
| Central Trust Co | 5,124 | $550.8K | 0.01% | +746+17.0% | Added |
| Emerald Advisors, LLC | 5,127 | $551.2K | 0.07% | −3,254−38.8% | Reduced |
| Bannerstone Capital Management, LLC | 5,132 | $551.7K | 0.46% | −100−1.9% | Reduced |
| Baxter Bros Inc | 5,133 | $551.8K | 0.06% | −1,725−25.2% | Reduced |
| National Philanthropic Trust | 5,133 | $551.8K | 0.01% | +5,133 | New |
| Mirador Capital Partners LP | 5,134 | $551.9K | 0.07% | +5,134 | New |
| Calamos Wealth Management LLC | 5,185 | $557.4K | 0.02% | −540−9.4% | Reduced |
| denkapparat Operations GmbH | 5,196 | $558.6K | 0.18% | −3,520−40.4% | Reduced |
| Harbour Trust & Investment Management Co | 5,244 | $563.7K | 0.05% | −334−6.0% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 5,271 | $566.7K | 0.29% | +1,044+24.7% | Added |
| J Hagan Capital, Inc. | 5,273 | $566.8K | 0.26% | +3+0.1% | Added |
| Strait & Sound Wealth Management LLC | 5,285 | $568.1K | 0.20% | −582−9.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 5,293 | $569.0K | 0.08% | −100−1.9% | Reduced |
| Bigelow Investment Advisors, LLC | 5,299 | $569.6K | 0.21% | −186−3.4% | Reduced |
| Archer Investment Corp | 5,326 | $572.5K | 0.11% | −29−0.5% | Reduced |
| Rare Wolf Capital LLC | 5,333 | $573.3K | 0.37% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 5,348 | $574.9K | 0.24% | +8+0.1% | Added |
| Orographic Financial Advisors, LLC | 5,534 | $575.0K | 0.38% | +455+9.0% | Added |
| Discipline Wealth Solutions, LLC | 5,355 | $575.7K | 0.05% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,359 | $576.1K | 0.03% | +859+19.1% | Added |
| Legacy Advisors, LLC | 5,385 | $578.9K | 0.05% | +42+0.8% | Added |
| Lewis Asset Management, LLC | 5,397 | $580.2K | 0.20% | +1,253+30.2% | Added |
| Principle Wealth Partners LLC | 5,406 | $581.1K | 0.03% | +15+0.3% | Added |
| Diversified Enterprises, LLC | 5,420 | $582.6K | 0.03% | +25+0.5% | Added |