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 |
|---|---|---|---|---|---|
| Radnor Capital Management, LLC | 12,663 | $1.36M | 0.19% | −417−3.2% | Reduced |
| Winning Points Advisors, LLC | 13,659 | $1.36M | 1.79% | −56−0.4% | Reduced |
| Aviso Financial Inc. | 12,653 | $1.36M | 0.05% | −11,579−47.8% | Reduced |
| Evercore Wealth Management, LLC | 12,615 | $1.36M | 0.02% | +255+2.1% | Added |
| Granite Islands Private Wealth, LLC | 12,660 | $1.35M | 1.00% | +1,145+9.9% | Added |
| Douglass Winthrop Advisors, LLC | 12,500 | $1.34M | 0.02% | −290−2.3% | Reduced |
| Hexagon Capital Partners LLC | 12,472 | $1.34M | 0.19% | −13−0.1% | Reduced |
| McKinney Capital Management, LLC | 12,468 | $1.34M | 0.53% | +12,468 | New |
| Cidel Asset Management Inc | 12,436 | $1.34M | 0.06% | +729+6.2% | Added |
| Bryn Mawr Trust Co | 12,380 | $1.33M | 0.03% | −960−7.2% | Reduced |
| Greenwood Capital Associates LLC | 12,359 | $1.33M | 0.13% | −217−1.7% | Reduced |
| Portfolio Design Labs, LLC | 12,356 | $1.33M | 0.22% | +105+0.9% | Added |
| Great Valley Advisor Group, Inc. | 12,352 | $1.33M | 0.02% | −311−2.5% | Reduced |
| Beacon Financial Group | 12,305 | $1.32M | 0.12% | +23+0.2% | Added |
| Auto-Owners Insurance Co | 12,300 | $1.32M | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,242 | $1.32M | 0.07% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 12,233 | $1.32M | 0.27% | +112+0.9% | Added |
| Ossiam | 12,188 | $1.31M | 0.02% | +12,188 | New |
| LJI Wealth Management, LLC | 12,163 | $1.31M | 0.18% | +1,808+17.5% | Added |
| CoreCap Advisors, LLC | 12,153 | $1.31M | 0.04% | +1,475+13.8% | Added |
| Level Financial Advisors, Inc. | 12,152 | $1.31M | 0.29% | −230−1.9% | Reduced |
| LFG Wealth Partners, LLC | 12,131 | $1.30M | 0.61% | −50−0.4% | Reduced |
| 44 Wealth Management LLC | 12,086 | $1.30M | 0.43% | +12,086 | New |
| Leonteq Securities AG | 12,061 | $1.30M | 0.08% | +874+7.8% | Added |
| Caldwell Trust Co | 12,023 | $1.29M | 0.10% | −20−0.2% | Reduced |
| Whittier Trust Co | 11,742 | $1.29M | 0.01% | −1,051−8.2% | Reduced |
| Am Investment Strategies LLC | 11,985 | $1.29M | 0.25% | −6,876−36.5% | Reduced |
| Trust Co of Toledo NA | 11,976 | $1.29M | 0.11% | +1,075+9.9% | Added |
| Texas Bank & Trust Co | 11,868 | $1.28M | 0.42% | +1,582+15.4% | Added |
| Commonwealth Retirement Investments LLC | 11,864 | $1.28M | 0.35% | −34,126−74.2% | Reduced |
| Old Point Trust & Financial Services N A | 11,797 | $1.27M | 0.38% | −1,102−8.5% | Reduced |
| Sivia Capital Partners, LLC | 11,756 | $1.26M | 0.15% | −2,194−15.7% | Reduced |
| Krilogy Financial LLC | 11,747 | $1.26M | 0.04% | −4,519−27.8% | Reduced |
| Ar Asset Management Inc | 11,700 | $1.26M | 0.23% | +6,600+129.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 11,701 | $1.26M | 1.13% | −15−0.1% | Reduced |
| Bessemer Group Inc | 11,690 | $1.25M | 0.00% | +1,407+13.7% | Added |
| Odyssean, LLC | 11,656 | $1.25M | 0.20% | +6,102+109.9% | Added |
| Atlanta Consulting Group Advisors, LLC | 11,640 | $1.25M | 0.20% | −492−4.1% | Reduced |
| Boyar Asset Management Inc. | 11,614 | $1.25M | 0.72% | −3,298−22.1% | Reduced |
| Carlson Financial, Inc. | 11,567 | $1.24M | 0.63% | −67−0.6% | Reduced |
| Everstar Asset Management, LLC | 11,522 | $1.24M | 0.60% | +726+6.7% | Added |
| Mairs & Power Inc | 11,508 | $1.24M | 0.01% | −5,919−34.0% | Reduced |
| Brooklands Fund Management Ltd | 10,990 | $1.23M | 0.96% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 11,442 | $1.23M | 0.01% | +11,442 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 11,440 | $1.23M | 0.33% | +226+2.0% | Added |
| TritonPoint Partners, LLC | 11,312 | $1.22M | 0.10% | +11,312 | New |
| Tritonpoint Wealth, LLC | 11,308 | $1.22M | 0.12% | −416−3.5% | Reduced |
| N.E.W. Advisory Services LLC | 11,307 | $1.22M | 0.08% | −1,624−12.6% | Reduced |
| Quilter Plc | 11,240 | $1.21M | 0.02% | 00.0% | Unchanged |
| Wealth Intelligence, LLC | 11,148 | $1.20M | 0.56% | −1,315−10.6% | Reduced |
| Clear Street Group Inc. | 11,133 | $1.20M | 0.00% | +3,725+50.3% | Added |
| Intrua Financial, LLC | 11,126 | $1.20M | 0.11% | −320−2.8% | Reduced |
| CSS LLC | 11,125 | $1.20M | 0.05% | −1,810−14.0% | Reduced |
| PCB Capital LLC | 11,125 | $1.20M | 1.46% | +1,083+10.8% | Added |
| 626 Financial, LLC | 11,117 | $1.20M | 0.47% | −193−1.7% | Reduced |
| Integrity Alliance, LLC. | 11,064 | $1.19M | 0.04% | +490+4.6% | Added |
| Evergreen Capital Management LLC | 11,048 | $1.19M | 0.02% | +1,439+15.0% | Added |
| Mork Capital Management, LLC | 11,040 | $1.19M | 0.76% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 11,033 | $1.19M | 0.07% | −1,346−10.9% | Reduced |
| Mattson Financial Services, LLC | 10,121 | $1.19M | 0.25% | +404+4.2% | Added |
| HF Advisory Group, LLC | 10,997 | $1.18M | 0.37% | +938+9.3% | Added |
| Blackstone Group Inc. | 10,966 | $1.18M | 0.00% | +10,966 | New |
| Citizens Financial Group Inc | 10,937 | $1.18M | 0.01% | +801+7.9% | Added |
| Excalibur Management Corp | 10,933 | $1.18M | 0.39% | +6+0.1% | Added |
| DB&C Advisors, LLC | 10,909 | $1.17M | 1.27% | +44+0.4% | Added |
| Harbour Investment Management LLC | 10,757 | $1.16M | 0.60% | −680−5.9% | Reduced |
| Parvin Asset Management, LLC | 10,745 | $1.16M | 0.92% | +175+1.7% | Added |
| Anb Bank | 10,733 | $1.15M | 0.43% | −1,183−9.9% | Reduced |
| BluePath Capital Management, LLC | 10,733 | $1.15M | 0.63% | +197+1.9% | Added |
| Castlekeep Investment Advisors LLC | 10,493 | $1.13M | 0.57% | −759−6.7% | Reduced |
| Twin Lakes Capital Management, LLC | 10,440 | $1.12M | 0.43% | +80+0.8% | Added |
| Octavia Wealth Advisors, LLC | 10,405 | $1.12M | 0.10% | −3,826−26.9% | Reduced |
| Rockland Trust Co | 10,393 | $1.12M | 0.04% | −348−3.2% | Reduced |
| Hunter Associates Investment Management LLC | 10,338 | $1.11M | 0.13% | +310+3.1% | Added |
| Spartan Wealth Advisory Services LLC | 10,325 | $1.11M | 0.09% | −358−3.4% | Reduced |
| Langley Wealth Management, LLC | 10,314 | $1.11M | 1.08% | +10,314 | New |
| Palisade Asset Management, LLC | 10,303 | $1.11M | 0.10% | −500−4.6% | Reduced |
| Callan Family Office, LLC | 10,232 | $1.10M | 0.02% | −1,638−13.8% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 10,214 | $1.10M | 0.03% | −3,289−24.4% | Reduced |
| Atlantic Union Bankshares Corp | 10,104 | $1.09M | 0.02% | −2,403−19.2% | Reduced |
| Rice Partnership, LLC | 10,104 | $1.09M | 0.13% | −335−3.2% | Reduced |
| Boston Private Wealth LLC | 10,104 | $1.09M | 0.07% | +896+9.7% | Added |
| Autumn Glory Partners, LLC | 10,045 | $1.08M | 0.31% | +40.0% | Added |
| Carnegie Lake Advisors LLC | 10,044 | $1.08M | 0.40% | −36−0.4% | Reduced |
| Aull & Monroe Investment Management Corp | 10,030 | $1.08M | 0.45% | 00.0% | Unchanged |
| Investors Research Corp | 10,026 | $1.08M | 0.19% | −27−0.3% | Reduced |
| Simplicity Wealth,LLC | 10,022 | $1.08M | 0.04% | −451−4.3% | Reduced |
| Chicago Trust Co NA | 10,011 | $1.08M | 0.16% | −2,088−17.3% | Reduced |
| InvesTrust | 9,978 | $1.07M | 0.41% | −222−2.2% | Reduced |
| Miller Investment Management, LP | 9,947 | $1.07M | 0.10% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 9,943 | $1.07M | 0.06% | −9,987−50.1% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 9,917 | $1.07M | 0.85% | −7−0.1% | Reduced |
| Montag A & Associates Inc | 9,899 | $1.06M | 0.04% | 00.0% | Unchanged |
| Financial Consulate, Inc | 9,898 | $1.06M | 0.12% | +11+0.1% | Added |
| Roberts Glore & Co Inc | 9,895 | $1.06M | 0.26% | −505−4.9% | Reduced |
| New England Research & Management, Inc. | 9,890 | $1.06M | 0.41% | −325−3.2% | Reduced |
| Essex Financial Services, Inc. | 9,875 | $1.06M | 0.05% | +164+1.7% | Added |
| Copia Wealth Management | 9,846 | $1.06M | 0.64% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 9,795 | $1.06M | 0.09% | −965−9.0% | Reduced |
| Redwood Investment Management, LLC | 9,832 | $1.06M | 0.10% | +979+11.1% | Added |