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 |
|---|---|---|---|---|---|
| Hamrick Investment Counsel, llc | 9,809 | $1.05M | 0.70% | −793−7.5% | Reduced |
| Twin City Private Wealth, LLC | 9,807 | $1.05M | 0.74% | +23+0.2% | Added |
| Addison Capital Co | 9,789 | $1.05M | 0.17% | −1,257−11.4% | Reduced |
| Charter Research & Investment Group, Inc. | 9,778 | $1.05M | 0.64% | −265−2.6% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,994 | $1.04M | 0.34% | −288−3.1% | Reduced |
| Winton Group Ltd | 9,681 | $1.04M | 0.03% | +6,406+195.6% | Added |
| Studio Investment Management LLC | 9,670 | $1.04M | 0.18% | +817+9.2% | Added |
| LaFleur & Godfrey LLC | 9,636 | $1.04M | 0.12% | +953+11.0% | Added |
| Catalyst Funds Management Pty Ltd | 9,601 | $1.03M | 0.06% | −12,899−57.3% | Reduced |
| RMB Capital Management, LLC | 9,596 | $1.03M | 0.02% | −3,361−25.9% | Reduced |
| Ted Buchan & Co | 9,539 | $1.03M | 0.34% | −309−3.1% | Reduced |
| Asset One Wealth Management LLC | 9,071 | $1.02M | 0.11% | −31−0.3% | Reduced |
| National Asset Management, Inc. | 9,485 | $1.02M | 0.06% | +493+5.5% | Added |
| Raiffeisen Bank International AG | 9,463 | $1.02M | 0.01% | +49+0.5% | Added |
| Birch Hill Investment Advisors LLC | 9,475 | $1.02M | 0.04% | −680−6.7% | Reduced |
| ForthRight Wealth Management, LLC | 9,442 | $1.02M | 0.26% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 9,430 | $1.01M | 0.18% | −37,722−80.0% | Reduced |
| Kovack Advisors, Inc. | 9,279 | $1.01M | 0.05% | −794−7.9% | Reduced |
| Southeast Asset Advisors Inc. | 9,400 | $1.01M | 0.10% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 9,383 | $1.01M | 0.23% | +1,087+13.1% | Added |
| Nicolet Bankshares Inc | 9,262 | $1.01M | 0.03% | +1,142+14.1% | Added |
| Laird Norton Trust Company, LLC | 9,350 | $1.01M | 0.02% | −636−6.4% | Reduced |
| Oarsman Capital, Inc. | 9,314 | $1.00M | 0.11% | −16−0.2% | Reduced |
| Uncommon Cents Investing LLC | 9,238 | $993.1K | 0.22% | +2,495+37.0% | Added |
| FIL Ltd | 9,179 | $986.7K | 0.00% | +6,226+210.8% | Added |
| Thompson David Blair | 9,130 | $981.5K | 0.49% | +2,017+28.4% | Added |
| Keudell/Morrison Wealth Management | 9,109 | $979.2K | 0.19% | −128−1.4% | Reduced |
| Portland Investment Counsel Inc. | 9,100 | $978.3K | 0.27% | 00.0% | Unchanged |
| Abel Hall, LLC | 9,082 | $976.3K | 0.17% | +168+1.9% | Added |
| Access Investment Management LLC | 9,070 | $975.0K | 0.25% | +1,590+21.3% | Added |
| Focus Financial Network, Inc. | 9,015 | $969.1K | 0.03% | +8+0.1% | Added |
| Aaron Wealth Advisors | 8,928 | $959.8K | 0.05% | −1,060−10.6% | Reduced |
| Insigneo Advisory Services, LLC | 8,923 | $959.2K | 0.04% | +530+6.3% | Added |
| Courier Capital LLC | 8,865 | $953.0K | 0.05% | −20,321−69.6% | Reduced |
| Oder Investment Management, LLC | 8,863 | $952.8K | 0.64% | +8,863 | New |
| Gateway Investment Advisers LLC | 8,863 | $952.8K | 0.01% | −3,089−25.8% | Reduced |
| United Community Bank | 8,857 | $952.1K | 0.29% | −94−1.1% | Reduced |
| Lazard Asset Management LLC | 8,823 | $948.5K | 0.00% | +3,353+61.3% | Added |
| IFG Advisory, LLC | 8,819 | $948.1K | 0.03% | +8,744+11,658.7% | Added |
| Mesirow Financial Investment Management, Inc. | 8,807 | $946.7K | 0.01% | +124+1.4% | Added |
| Navalign, LLC | 8,781 | $944.0K | 0.22% | −2,522−22.3% | Reduced |
| Bauman Advisory Group, LLC | 8,769 | $942.7K | 0.50% | −1,420−13.9% | Reduced |
| St. Johns Investment Management Company, LLC | 8,749 | $940.5K | 0.36% | +1,069+13.9% | Added |
| Frec Markets, Inc. | 8,691 | $934.3K | 0.08% | +2,506+40.5% | Added |
| Lawood & Co | 8,672 | $932.2K | 0.63% | −1,763−16.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 8,635 | $928.0K | 0.64% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 8,624 | $927.1K | 0.22% | +8,624 | New |
| Bluefin Capital Management, LLC | 8,600 | $924.5K | 0.27% | – | – |
| Drucker Wealth 3.0, LLC | 8,587 | $923.2K | 0.15% | +53+0.6% | Added |
| J. Safra Sarasin Holding AG | 8,574 | $921.7K | 0.01% | +8,574 | New |
| Garner Asset Management Corp | 8,561 | $920.3K | 0.30% | −418−4.7% | Reduced |
| Regal Investment Advisors LLC | 8,552 | $919.4K | 0.05% | +296+3.6% | Added |
| Plimoth Trust Co LLC | 8,517 | $915.6K | 0.18% | −125−1.4% | Reduced |
| Amplius Wealth Advisors, LLC | 8,514 | $915.3K | 0.07% | −256−2.9% | Reduced |
| Kondo Wealth Advisors, Inc. | 8,504 | $914.2K | 0.31% | +21+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 8,483 | $911.9K | 0.00% | +8,483 | New |
| Larson Financial Group LLC | 8,467 | $910.2K | 0.02% | +308+3.8% | Added |
| Wealthspire Advisors, LLC | 8,462 | $909.7K | 0.01% | +1,572+22.8% | Added |
| Canandaigua National Bank & Trust Co | 8,461 | $909.6K | 0.08% | +8,461 | New |
| SBI Securities Co., Ltd. | 8,432 | $906.4K | 0.02% | −799−8.7% | Reduced |
| Goldstone Financial Group, LLC | 8,430 | $906.2K | 0.08% | −37−0.4% | Reduced |
| New Republic Capital, LLC | 8,419 | $905.1K | 0.21% | +4,378+108.3% | Added |
| Phoenix Holdings Ltd. | 8,414 | $904.5K | 0.01% | +1,213+16.8% | Added |
| Millennium Capital Advisors, LLC | 8,406 | $903.8K | 0.49% | −1,139−11.9% | Reduced |
| Purkiss Capital Advisors LLC | 8,359 | $898.6K | 0.34% | +467+5.9% | Added |
| Inceptionr LLC | 8,314 | $893.8K | 0.22% | −11,277−57.6% | Reduced |
| Western Wealth Management, LLC | 8,308 | $893.1K | 0.03% | −1,891−18.5% | Reduced |
| Harrington Investments, INC | 8,229 | $884.6K | 0.43% | −75−0.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 8,215 | $883.1K | 0.30% | +439+5.6% | Added |
| Keystone Financial Group | 8,213 | $882.9K | 0.05% | −1,302−13.7% | Reduced |
| Shum Financial Group, Inc. | 8,186 | $880.0K | 0.53% | −83−1.0% | Reduced |
| Sky Investment Group LLC | 8,181 | $879.5K | 0.14% | −2,822−25.6% | Reduced |
| Smartleaf Asset Management LLC | 8,118 | $876.8K | 0.03% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 8,140 | $875.0K | 0.00% | −52−0.6% | Reduced |
| CX Institutional | 8,116 | $872.0K | 0.03% | −949−10.5% | Reduced |
| Keynote Financial Services LLC | 8,105 | $871.3K | 0.41% | +238+3.0% | Added |
| Anchyra Partners LLC | 8,078 | $868.4K | 0.21% | +322+4.2% | Added |
| Walleye Capital LLC | 8,075 | $868.1K | 0.00% | +6,955+621.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 8,065 | $867.0K | 0.03% | −899−10.0% | Reduced |
| Continuum Advisory, LLC | 8,039 | $864.2K | 0.07% | +990+14.0% | Added |
| TCM Advisors, LLC | – | $861.9K | 0.68% | – | – |
| Northcape Wealth Management, LLC | 8,017 | $861.9K | 0.23% | +2,912+57.0% | Added |
| SageView Advisory Group, LLC | 8,010 | $861.2K | 0.03% | +176+2.2% | Added |
| Applied Capital LLC | 8,000 | $860.0K | 0.57% | −123−1.5% | Reduced |
| Fortis Advisors, LLC | 7,970 | $856.7K | 0.40% | +15+0.2% | Added |
| Vaughan & Co Securities, Inc. | 7,954 | $855.1K | 0.40% | −434−5.2% | Reduced |
| ZEGA Investments, LLC | 7,936 | $853.1K | 0.14% | +4,333+120.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 7,920 | $851.4K | 0.04% | +2,768+53.7% | Added |
| Mengis Capital Management, Inc. | 7,908 | $850.2K | 0.13% | −100−1.2% | Reduced |
| Confluence Wealth Services, Inc. | 7,887 | $847.8K | 0.02% | +1,100+16.2% | Added |
| Altus Wealth Group LLC | 7,866 | $845.6K | 0.31% | +27+0.3% | Added |
| Net Worth Advisory Group | 7,861 | $845.1K | 0.21% | −156−1.9% | Reduced |
| Park National Corp | 7,849 | $843.8K | 0.02% | −14,006−64.1% | Reduced |
| Tred Avon Family Wealth, LLC | 7,836 | $842.4K | 0.26% | +410+5.5% | Added |
| Forum Financial Management, LP | 7,808 | $839.3K | 0.01% | +101+1.3% | Added |
| IKE Capital, LLC | 7,740 | $832.1K | 0.44% | +945+13.9% | Added |
| Virtue Capital Management, LLC | 7,731 | $830.1K | 0.11% | +3,215+71.2% | Added |
| Neville Rodie & Shaw Inc | 7,720 | $830.0K | 0.05% | +125+1.6% | Added |
| Bridgewealth Advisory Group, LLC | 7,700 | $827.8K | 0.16% | −20.0% | Reduced |
| Wellington Shields Capital Management, LLC | 7,700 | $827.8K | 0.10% | +6,138+393.0% | Added |