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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 7,649 | $822.3K | 0.31% | +522+7.3% | Added |
| Alesco Advisors LLC | 7,637 | $821.0K | 0.02% | −6,937−47.6% | Reduced |
| A&I Financial Services, LLC | 7,630 | $820.2K | 0.36% | +7,630 | New |
| King Wealth | 7,632 | $820.0K | 0.09% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,625 | $819.7K | 0.02% | +202+2.7% | Added |
| Clark Capital Management Group, Inc. | 7,593 | $816.3K | 0.00% | +63+0.8% | Added |
| Corundum Group, Inc. | 7,593 | $816.2K | 0.24% | +246+3.3% | Added |
| Balboa Wealth Partners | 7,582 | $815.0K | 0.11% | −175−2.3% | Reduced |
| Wolff Financial Management LLC | 7,579 | $814.7K | 0.16% | +8+0.1% | Added |
| Eldridge Investment Advisors, Inc. | 7,578 | $814.7K | 0.16% | +7+0.1% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 7,547 | $811.3K | 0.57% | +194+2.6% | Added |
| Roundview Capital LLC | 7,532 | $809.7K | 0.04% | −486−6.1% | Reduced |
| Brandes Investment Partners, LP | 7,517 | $808.1K | 0.01% | −4,436−37.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,500 | $806.3K | 0.32% | +4,300+134.4% | Added |
| Fulcrum Asset Management LLP | 7,458 | $805.5K | 0.08% | +7,458 | New |
| Greenleaf Trust | 7,484 | $804.5K | 0.01% | +413+5.8% | Added |
| Nations Financial Group Inc, | 7,456 | $801.5K | 0.04% | +1,074+16.8% | Added |
| Cypress Capital Group | 7,401 | $795.6K | 0.07% | −5,630−43.2% | Reduced |
| Equitable Trust Co | 7,358 | $791.0K | 0.03% | +1,649+28.9% | Added |
| Total Wealth Planning & Management, Inc. | 7,353 | $790.5K | 0.57% | −36−0.5% | Reduced |
| Jump Financial, LLC | 7,343 | $789.4K | 0.01% | +4,885+198.7% | Added |
| Carson Advisory Inc. | 7,276 | $782.1K | 0.36% | −570−7.3% | Reduced |
| Forza Wealth Management, LLC | 7,274 | $782.0K | 0.24% | +394+5.7% | Added |
| Syon Capital LLC | 7,252 | $779.6K | 0.03% | +112+1.6% | Added |
| Profund Advisors LLC | 7,235 | $777.8K | 0.02% | +288+4.1% | Added |
| Noble Family Wealth, LLC | 7,230 | $777.2K | 0.14% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 7,192 | $773.2K | 0.07% | +170+2.4% | Added |
| Prosperity Consulting Group, LLC | 7,183 | $772.2K | 0.03% | +1,209+20.2% | Added |
| Davis Investment Partners, LLC | 7,162 | $769.9K | 0.23% | +182+2.6% | Added |
| Trust Co of Virginia | 7,127 | $766.2K | 0.06% | +67+0.9% | Added |
| Cora Capital Advisors LLC | 7,118 | $765.1K | 0.21% | +222+3.2% | Added |
| Johnson Financial Group, Inc. | 7,086 | $761.7K | 0.03% | +569+8.7% | Added |
| Forge Financial Services LLC | 7,038 | $756.6K | 0.07% | 00.0% | Unchanged |
| Fiscal Wisdom Wealth Management, LLC | 7,028 | $755.5K | 0.64% | +263+3.9% | Added |
| Colonial Trust Advisors | 7,019 | $754.5K | 0.05% | −121−1.7% | Reduced |
| White Pine Capital LLC | 7,017 | $754.3K | 0.18% | +1,167+19.9% | Added |
| Cigna Investments Inc | 6,984 | $751.0K | 0.10% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 6,983 | $750.7K | 0.02% | +17+0.2% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 6,965 | $748.8K | 0.31% | +1,440+26.1% | Added |
| Mitchell Sinkler & Starr | 6,955 | $747.7K | 0.31% | +34+0.5% | Added |
| NBC Securities, Inc. | 6,919 | $743.8K | 0.05% | +92+1.3% | Added |
| Coppell Advisory Solutions LLC | 7,515 | $742.0K | 0.22% | +7,515 | New |
| Investor's Fiduciary Advisor Network, LLC | 6,902 | $741.0K | 0.25% | −1,875−21.4% | Reduced |
| Seelaus Asset Management LLC | 6,881 | $739.7K | 0.52% | +2,340+51.5% | Added |
| Marex Group plc | 6,869 | $738.4K | 0.01% | −2,155−23.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,866 | $738.1K | 0.09% | +352+5.4% | Added |
| Acorn Wealth Advisors, LLC | 6,858 | $737.2K | 0.18% | −229−3.2% | Reduced |
| Advisors Management Group Inc | 6,850 | $736.0K | 0.12% | −120−1.7% | Reduced |
| Stoneridge Investment Partners LLC | 7,041 | $734.0K | 0.48% | −6,441−47.8% | Reduced |
| CacheTech Inc. | 6,808 | $731.9K | 0.12% | +1,834+36.9% | Added |
| Waddell & Associates, LLC | 6,784 | $729.3K | 0.04% | +1,342+24.7% | Added |
| Smithfield Trust Co | 6,764 | $726.0K | 0.03% | −390−5.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 6,752 | $725.9K | 0.04% | −393−5.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,746 | $725.2K | 0.14% | −1,245−15.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 6,739 | $724.4K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 6,685 | $718.6K | 0.14% | +6,665+33,325.0% | Added |
| AssuredPartners Investment Advisors, LLC | 6,682 | $718.3K | 0.07% | +372+5.9% | Added |
| SOA Wealth Advisors, LLC. | 44,763 | $718.1K | 0.12% | +38,440+607.9% | Added |
| AIMZ Investment Advisors, LLC | 6,650 | $714.9K | 0.20% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 6,634 | $713.2K | 0.04% | −9,321−58.4% | Reduced |
| Exeter Financial, LLC | 6,625 | $712.2K | 0.27% | 00.0% | Unchanged |
| Denali Advisors LLC | 6,600 | $709.5K | 0.07% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,594 | $708.9K | 0.00% | −62,501−90.5% | Reduced |
| Jessup Wealth Management, Inc | 6,576 | $706.9K | 0.21% | +97+1.5% | Added |
| Ameritas Investment Partners, Inc. | 6,571 | $706.4K | 0.02% | −255−3.7% | Reduced |
| Aviance Capital Partners, LLC | 6,568 | $706.1K | 0.07% | −420−6.0% | Reduced |
| GSB Wealth Management, LLC | 6,565 | $705.8K | 0.14% | +100+1.5% | Added |
| Absher Wealth Management, LLC | 6,552 | $704.4K | 0.08% | +151+2.4% | Added |
| Parcion Private Wealth LLC | 6,543 | $703.4K | 0.04% | +305+4.9% | Added |
| Carnegie Capital Asset Management, LLC | 6,541 | $703.1K | 0.01% | +21+0.3% | Added |
| Revisor Wealth Management LLC | 6,520 | $700.9K | 0.17% | −181−2.7% | Reduced |
| Sharp Financial Services, LLC | 6,508 | $699.7K | 0.32% | +252+4.0% | Added |
| Larry Mathis Financial Planning, LLC | 6,508 | $699.6K | 0.53% | −526−7.5% | Reduced |
| Quadcap Wealth Management, LLC | 6,506 | $699.4K | 0.07% | +202+3.2% | Added |
| Beech Hill Advisors, Inc. | 6,500 | $698.8K | 0.31% | +3,500+116.7% | Added |
| Taylor Financial Group, Inc. | 6,495 | $698.2K | 0.38% | +932+16.8% | Added |
| Mainsail Financial Group, LLC | 6,440 | $692.3K | 0.24% | +972+17.8% | Added |
| Herold Advisors, Inc. | 6,352 | $688.0K | 0.14% | +265+4.4% | Added |
| Groupama Asset Managment | 6,308 | $678.8K | 0.01% | 00.0% | Unchanged |
| Banco Santander, S.A. | 6,305 | $677.8K | 0.00% | +2,602+70.3% | Added |
| Compass Financial Management LLC | 6,262 | $676.2K | 0.08% | +6,262 | New |
| Accurate Wealth Management, LLC | 5,993 | $674.0K | 0.06% | +163+2.8% | Added |
| Crescent Grove Advisors, LLC | 6,245 | $671.4K | 0.06% | +37+0.6% | Added |
| Belpointe Asset Management LLC | 6,227 | $669.5K | 0.02% | −1,294−17.2% | Reduced |
| Atom Investors LP | 6,220 | $668.6K | 0.06% | −1,447−18.9% | Reduced |
| Taylor Hoffman Capital Management LLC | 6,213 | $667.9K | 0.16% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 6,188 | $665.2K | 0.20% | +568+10.1% | Added |
| Richwood Investment Advisors, LLC | 6,166 | $662.9K | 0.47% | +478+8.4% | Added |
| Colonial Trust Co | 6,164 | $662.6K | 0.08% | −2,190−26.2% | Reduced |
| Ipsen Advisor Group LLC | 6,159 | $662.1K | 0.43% | −39−0.6% | Reduced |
| Legacy Capital Group California, Inc. | 6,155 | $661.7K | 0.20% | −92−1.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,153 | $661.4K | 0.02% | −49−0.8% | Reduced |
| Strategic Blueprint, LLC | 6,133 | $659.3K | 0.03% | −63−1.0% | Reduced |
| Arista Wealth Management, LLC | 6,089 | $654.6K | 0.07% | +20.0% | Added |
| Johnson Investment Counsel Inc | 6,088 | $654.5K | 0.00% | −203−3.2% | Reduced |
| OceanIQ Capital, LLC | 6,236 | $651.2K | 0.40% | +6,236 | New |
| Armis Advisers, LLC | 5,898 | $648.9K | 0.06% | −30−0.5% | Reduced |
| Crestwood Advisors Group LLC | 6,021 | $647.3K | 0.01% | +1,164+24.0% | Added |
| Tradewinds Capital Management, LLC | 6,000 | $645.0K | 0.11% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 6,000 | $645.0K | 0.09% | +6,000 | New |