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 |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 5,997 | $644.7K | 0.03% | −437−6.8% | Reduced |
| Hoxton Planning & Management, LLC | 5,982 | $643.1K | 0.17% | +756+14.5% | Added |
| Acropolis Investment Management, LLC | 5,936 | $638.1K | 0.03% | −419−6.6% | Reduced |
| Sentinus, LLC | 5,934 | $637.9K | 0.05% | −1,575−21.0% | Reduced |
| KPP Advisory Services LLC | 5,932 | $637.7K | 0.08% | +94+1.6% | Added |
| Virtus ETF Advisers LLC | 5,916 | $636.0K | 0.24% | +4,410+292.8% | Added |
| Wellington Shields & Co., LLC | 5,913 | $635.6K | 0.14% | −400−6.3% | Reduced |
| Golden Reserve Retirement LLC | 5,908 | $635.1K | 0.10% | +3,598+155.8% | Added |
| Advisortrust Partners, LLC | 5,894 | $633.6K | 0.22% | +366+6.6% | Added |
| TCG Advisory Services, LLC | 5,884 | $632.5K | 0.01% | +1,216+26.0% | Added |
| Alan B. Lancz & Associates, Inc. | 5,850 | $628.9K | 0.55% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 5,841 | $627.9K | 0.11% | −15,712−72.9% | Reduced |
| New Wave Wealth Advisors LLC | 5,839 | $627.7K | 0.17% | +1,249+27.2% | Added |
| Sittner & Nelson, LLC | 5,799 | $623.4K | 0.20% | +534+10.1% | Added |
| Darwin Advisors, LLC | 5,796 | $623.2K | 0.17% | +143+2.5% | Added |
| Krane Funds Advisors LLC | 5,774 | $620.7K | 0.02% | +285+5.2% | Added |
| MCF Advisors LLC | 5,769 | $620.2K | 0.02% | +206+3.7% | Added |
| North Star Asset Management Inc | 5,761 | $619.3K | 0.02% | −80−1.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,751 | $618.2K | 0.01% | +1,381+31.6% | Added |
| Legacy Financial Advisors, Inc. | 5,745 | $617.6K | 0.08% | +22+0.4% | Added |
| Alpha Omega Wealth Management LLC | 5,739 | $616.9K | 0.09% | 00.0% | Unchanged |
| MBL Wealth, LLC | 5,702 | $613.0K | 0.04% | +331+6.2% | Added |
| Laurion Capital Management LP | 5,700 | $612.8K | 0.04% | −9,966−63.6% | Reduced |
| Employees Retirement System of Texas | 5,697 | $612.0K | 0.00% | −53,765−90.4% | Reduced |
| Fiduciary Group LLC | 5,676 | $610.2K | 0.05% | −487−7.9% | Reduced |
| Westpac Banking Corp | 5,675 | $610.1K | 0.04% | −5,374−48.6% | Reduced |
| Clearwave Capital, LLC | 5,670 | $609.5K | 0.34% | +127+2.3% | Added |
| Forteris Wealth Management Inc. | 5,659 | $608.3K | 0.50% | −234−4.0% | Reduced |
| Capital International Sarl | 5,645 | $606.8K | 0.01% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 5,640 | $606.3K | 0.11% | −83−1.5% | Reduced |
| Griffin Asset Management, Inc. | 5,599 | $601.9K | 0.06% | +535+10.6% | Added |
| Anchor Bay Capital, Inc. | 5,738 | $600.9K | 0.32% | +5,738 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,585 | $600.4K | 0.03% | −1,470−20.8% | Reduced |
| Silver Oak Securities, Inc | 5,575 | $599.3K | 0.04% | +75+1.4% | Added |
| Northstar Financial Companies, Inc. | 5,566 | $598.3K | 0.40% | +2,084+59.9% | Added |
| Howard Financial Services, Ltd. | 5,559 | $597.6K | 0.06% | +1,558+38.9% | Added |
| Gsa Capital Partners LLP | 5,531 | $595.0K | 0.04% | +5,531 | New |
| Minot DeBlois Advisors LLC | 5,529 | $594.3K | 0.51% | +151+2.8% | Added |
| Jefferies Financial Group Inc. | 5,527 | $594.2K | 0.01% | +5,527 | New |
| Wealth Management Partners, LLC | 5,511 | $592.7K | 0.14% | −1,185−17.7% | Reduced |
| Farmers National Bank | 5,509 | $592.2K | 0.12% | −734−11.8% | Reduced |
| Steel Peak Wealth Management LLC | 5,496 | $590.9K | 0.02% | −8,034−59.4% | Reduced |
| Kanawha Capital Management LLC | 5,464 | $587.4K | 0.04% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 5,459 | $586.8K | 0.04% | +22+0.4% | Added |
| Capital Asset Advisory Services LLC | 5,439 | $584.7K | 0.02% | +5,439 | New |
| Joel Isaacson & Co., LLC | 5,438 | $584.6K | 0.02% | +10.0% | Added |
| Diversified Enterprises, LLC | 5,420 | $582.6K | 0.03% | +25+0.5% | Added |
| Principle Wealth Partners LLC | 5,406 | $581.1K | 0.03% | +15+0.3% | Added |
| Lewis Asset Management, LLC | 5,397 | $580.2K | 0.20% | +1,253+30.2% | Added |
| Legacy Advisors, LLC | 5,385 | $578.9K | 0.05% | +42+0.8% | Added |
| Kathmere Capital Management, LLC | 5,359 | $576.1K | 0.03% | +859+19.1% | Added |
| Discipline Wealth Solutions, LLC | 5,355 | $575.7K | 0.05% | 00.0% | Unchanged |
| Orographic Financial Advisors, LLC | 5,534 | $575.0K | 0.38% | +455+9.0% | Added |
| Collaborative Wealth Managment Inc. | 5,348 | $574.9K | 0.24% | +8+0.1% | Added |
| Rare Wolf Capital LLC | 5,333 | $573.3K | 0.37% | 00.0% | Unchanged |
| Archer Investment Corp | 5,326 | $572.5K | 0.11% | −29−0.5% | Reduced |
| Bigelow Investment Advisors, LLC | 5,299 | $569.6K | 0.21% | −186−3.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 5,293 | $569.0K | 0.08% | −100−1.9% | Reduced |
| Strait & Sound Wealth Management LLC | 5,285 | $568.1K | 0.20% | −582−9.9% | Reduced |
| J Hagan Capital, Inc. | 5,273 | $566.8K | 0.26% | +3+0.1% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 5,271 | $566.7K | 0.29% | +1,044+24.7% | Added |
| Harbour Trust & Investment Management Co | 5,244 | $563.7K | 0.05% | −334−6.0% | Reduced |
| denkapparat Operations GmbH | 5,196 | $558.6K | 0.18% | −3,520−40.4% | Reduced |
| Calamos Wealth Management LLC | 5,185 | $557.4K | 0.02% | −540−9.4% | Reduced |
| Mirador Capital Partners LP | 5,134 | $551.9K | 0.07% | +5,134 | New |
| National Philanthropic Trust | 5,133 | $551.8K | 0.01% | +5,133 | New |
| Baxter Bros Inc | 5,133 | $551.8K | 0.06% | −1,725−25.2% | Reduced |
| Bannerstone Capital Management, LLC | 5,132 | $551.7K | 0.46% | −100−1.9% | Reduced |
| Emerald Advisors, LLC | 5,127 | $551.2K | 0.07% | −3,254−38.8% | Reduced |
| Central Trust Co | 5,124 | $550.8K | 0.01% | +746+17.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,115 | $549.9K | 0.17% | −250−4.7% | Reduced |
| Aberdeen Wealth Management LLC | 5,089 | $547.1K | 0.26% | −2,840−35.8% | Reduced |
| Platform Technology Partners | 5,066 | $544.5K | 0.09% | +213+4.4% | Added |
| Womack Financial LLC | 5,061 | $544.1K | 0.36% | −282−5.3% | Reduced |
| Brio Consultants, LLC | 5,045 | $542.3K | 0.06% | +35+0.7% | Added |
| U S Global Investors Inc | 5,034 | $541.2K | 0.05% | −323−6.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,032 | $541.0K | 0.04% | −1,020−16.9% | Reduced |
| Advisor OS, LLC | 5,002 | $537.6K | 0.04% | +88+1.8% | Added |
| Davis R M Inc | 5,000 | $537.5K | 0.01% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 4,993 | $536.7K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 4,981 | $535.4K | 0.04% | +1,239+33.1% | Added |
| Parsons Capital Management Inc | 4,941 | $531.2K | 0.02% | −348−6.6% | Reduced |
| Bowen Hanes & Co Inc | 5,395 | $530.8K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,920 | $528.9K | 0.05% | −242−4.7% | Reduced |
| Fulton Bank, N.A. | 4,919 | $528.8K | 0.02% | +7+0.1% | Added |
| Detalus Advisors, LLC | 4,887 | $525.3K | 0.10% | −4,154−45.9% | Reduced |
| Berkshire Asset Management LLC | 4,882 | $524.8K | 0.02% | −435−8.2% | Reduced |
| LMG Wealth Partners, LLC | 4,876 | $524.1K | 0.08% | +18+0.4% | Added |
| HM Payson & Co | 4,848 | $521.2K | 0.01% | −45−0.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,789 | $514.8K | 0.13% | −215−4.3% | Reduced |
| Greenwich Wealth Management LLC | 4,782 | $514.0K | 0.02% | +384+8.7% | Added |
| R.H. Dinel Investment Counsel, Inc. | 4,775 | $513.3K | 0.39% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,734 | $508.9K | 0.01% | −1,585−25.1% | Reduced |
| Proficio Capital Partners LLC | 4,726 | $508.0K | 0.02% | +4,726 | New |
| Sylvest Advisors, LLC | 4,706 | $505.9K | 0.23% | 00.0% | Unchanged |
| Tannin Capital LLC | 4,704 | $505.7K | 0.33% | +363+8.4% | Added |
| Castleview Partners, LLC | 4,701 | $505.5K | 0.22% | +1,060+29.1% | Added |
| Bayesian Capital Management, LP | 4,700 | $505.3K | 0.32% | +4,700 | New |
| Sterneck Capital Management, LLC | 4,688 | $504.0K | 0.22% | −123−2.6% | Reduced |
| Opinicus Capital, Inc. | 4,685 | $503.7K | 0.27% | −124−2.6% | Reduced |