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 |
|---|---|---|---|---|---|
| Tobam | 4,676 | $503.0K | 0.12% | +4,676 | New |
| Archford Capital Strategies, LLC | 4,674 | $502.4K | 0.05% | +59+1.3% | Added |
| Versant Capital Management, Inc | 4,660 | $501.0K | 0.04% | +1,034+28.5% | Added |
| Winthrop Advisory Group LLC | 4,657 | $500.6K | 0.03% | +173+3.9% | Added |
| ABN AMRO Bank N.V. | 4,610 | $498.2K | 0.01% | −750−14.0% | Reduced |
| Monetary Management Group Inc | 4,625 | $497.2K | 0.10% | −300−6.1% | Reduced |
| Cetera Trust Company, N.A | 4,603 | $494.8K | 0.25% | −65−1.4% | Reduced |
| Invesco, LLC | 4,597 | $494.2K | 0.15% | −45−1.0% | Reduced |
| CMT Capital Markets Trading GmbH | 4,586 | $493.0K | 0.26% | −9,171−66.7% | Reduced |
| Cohen Capital Management, Inc. | 4,585 | $492.9K | 0.07% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 4,582 | $492.6K | 0.18% | −191−4.0% | Reduced |
| Aegis Wealth Management, Inc. | 4,582 | $492.5K | 0.32% | +33+0.7% | Added |
| Morris Retirement Advisors, LLC | 4,571 | $491.4K | 0.18% | +1,879+69.8% | Added |
| Aprio Wealth Management, LLC | 4,563 | $490.5K | 0.02% | +871+23.6% | Added |
| New Age Alpha Advisors, LLC | 4,558 | $490.0K | 0.02% | +4,558 | New |
| Westhampton Capital, LLC | 4,545 | $488.6K | 0.20% | +4,545 | New |
| AlTi Global, Inc. | 4,532 | $487.2K | 0.01% | −478−9.5% | Reduced |
| Kentucky Trust Co | 4,531 | $487.1K | 0.23% | +3+0.1% | Added |
| Capital Advisors Inc | 4,505 | $484.3K | 0.01% | −63−1.4% | Reduced |
| Charter Capital Management, LLC | 4,503 | $484.0K | 0.21% | −908−16.8% | Reduced |
| Smith, Salley & Associates | 4,502 | $484.0K | 0.02% | +858+23.5% | Added |
| MBM Wealth Consultants, LLC | 4,497 | $483.4K | 0.09% | +286+6.8% | Added |
| Roble, Belko & Company, Inc | 4,493 | $483.0K | 0.05% | −299−6.2% | Reduced |
| S-Bank Fund Management Ltd | 4,492 | $482.9K | 0.07% | +4,492 | New |
| Simmons Bank | 4,487 | $482.4K | 0.03% | +1,910+74.1% | Added |
| WestHill Financial Advisors, Inc. | 4,471 | $480.6K | 0.08% | +3+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 4,289 | $480.2K | 0.01% | −139−3.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,460 | $479.4K | 0.01% | +4,460 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,456 | $479.0K | 0.05% | −229−4.9% | Reduced |
| Trust Co of Vermont | 4,451 | $478.5K | 0.02% | +4,451 | New |
| Silverlake Wealth Management LLC | 4,450 | $478.4K | 0.09% | −144−3.1% | Reduced |
| AMG National Trust Bank | 4,447 | $478.1K | 0.01% | −1,207−21.3% | Reduced |
| RWM Asset Management, LLC | 4,583 | $477.7K | 0.07% | +678+17.4% | Added |
| Essential Partners LLC | 4,417 | $474.8K | 0.22% | −292−6.2% | Reduced |
| Boothbay Fund Management, LLC | 4,412 | $474.3K | 0.01% | −2,435−35.6% | Reduced |
| Solitude Financial Services | 4,400 | $473.0K | 0.13% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,396 | $472.5K | 0.01% | −689−13.5% | Reduced |
| Acorns Advisers, LLC | 4,387 | $472.0K | 0.00% | +197+4.7% | Added |
| Sage Mountain Advisors LLC | 4,388 | $471.8K | 0.03% | −2,992−40.5% | Reduced |
| Nvest Financial, LLC | 4,384 | $471.3K | 0.15% | −269−5.8% | Reduced |
| Bangor Savings Bank | 4,376 | $470.4K | 0.03% | −78−1.8% | Reduced |
| Avestar Capital, LLC | 4,365 | $469.2K | 0.03% | +60+1.4% | Added |
| Penserra Capital Management LLC | 4,366 | $469.0K | 0.00% | +156+3.7% | Added |
| Diligent Investors, LLC | 4,359 | $468.6K | 0.10% | −27−0.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,338 | $466.3K | 0.27% | +10.0% | Added |
| Parkside Financial Bank & Trust | 4,337 | $466.2K | 0.03% | −146−3.3% | Reduced |
| Lighthouse Financial Services Inc | 4,238 | $464.2K | 0.10% | +59+1.4% | Added |
| Ronald Blue Trust, Inc. | 4,316 | $464.0K | 0.00% | −1,303−23.2% | Reduced |
| One Wealth Advisors, LLC | 4,305 | $462.8K | 0.05% | −10−0.2% | Reduced |
| Marks Group Wealth Management, Inc | 4,301 | $462.4K | 0.04% | −18−0.4% | Reduced |
| CCG Wealth Management, LLC | 4,288 | $461.0K | 0.11% | +87+2.1% | Added |
| Diversified Trust Co | 4,282 | $460.3K | 0.01% | +44+1.0% | Added |
| JFS Wealth Advisors, LLC | 4,276 | $459.7K | 0.02% | +48+1.1% | Added |
| Jeppson Wealth Management, LLC | 4,274 | $459.5K | 0.14% | +1,147+36.7% | Added |
| Brown Financial Advisors | 4,272 | $459.2K | 0.16% | +118+2.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,265 | $458.5K | 0.02% | +232+5.8% | Added |
| Excelsior Advisor Network LLC | 4,256 | $457.6K | 0.06% | +590+16.1% | Added |
| Curbstone Financial Management Corp | 4,256 | $457.5K | 0.08% | −2,256−34.6% | Reduced |
| Oakland Financial Corp | 4,250 | $456.9K | 10.12% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 4,250 | $456.9K | 0.02% | 00.0% | Unchanged |
| First Nebraska Trust Co | 4,246 | $456.4K | 0.04% | +275+6.9% | Added |
| Howland Capital Management LLC | 4,238 | $455.6K | 0.02% | −121−2.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,235 | $454.7K | 0.02% | −700−14.2% | Reduced |
| Financial Advisors Network, Inc. | 4,209 | $452.5K | 0.06% | +611+17.0% | Added |
| Park Place Capital Corp | 4,209 | $452.5K | 0.07% | +3,351+390.6% | Added |
| Community Bank & Trust, Waco, Texas | 4,293 | $451.0K | 0.08% | −119−2.7% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,173 | $448.6K | 0.13% | −248−5.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,153 | $448.0K | 0.00% | −314,457−98.7% | Reduced |
| BKD Wealth Advisors, LLC | 4,164 | $447.6K | 0.01% | −78−1.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 4,138 | $444.8K | 0.04% | +1,679+68.3% | Added |
| RDA Financial Network | 4,133 | $444.3K | 0.10% | +9+0.2% | Added |
| Ingalls & Snyder LLC | 4,133 | $444.0K | 0.01% | +174+4.4% | Added |
| Juncture Wealth Strategies, LLC | 4,126 | $443.5K | 0.12% | +200+5.1% | Added |
| CFS Investment Advisory Services, LLC | 3,999 | $442.5K | 0.03% | +49+1.2% | Added |
| Money Concepts Capital Corp | 4,107 | $441.5K | 0.02% | −659−13.8% | Reduced |
| Bollard Group LLC | 4,087 | $439.0K | 0.01% | +36+0.9% | Added |
| AlphaGrep UK Ltd | 4,062 | $436.7K | 0.13% | +4,062 | New |
| Financial Solutions Advisory Group, Inc. | 3,936 | $435.9K | 0.06% | −2,142−35.2% | Reduced |
| Calton & Associates, Inc. | 4,032 | $433.5K | 0.06% | +278+7.4% | Added |
| LVW Advisors, LLC | 4,028 | $433.0K | 0.04% | +496+14.0% | Added |
| Sar Wealth Management Group, LLC | 4,027 | $432.9K | 0.21% | 00.0% | Unchanged |
| Prairie Advisory, LLC | 4,027 | $432.9K | 0.10% | +4,027 | New |
| Washington Trust Co | 4,010 | $431.1K | 0.01% | +155+4.0% | Added |
| Powers Advisory Group, LLC | 4,000 | $430.0K | 0.13% | −1,172−22.7% | Reduced |
| City National Bank of Florida | 3,997 | $429.7K | 0.18% | +1,014+34.0% | Added |
| Allred Capital Management, LLC | 3,987 | $428.6K | 0.14% | 00.0% | Unchanged |
| Fortress Financial Group, LLC | 3,980 | $427.8K | 0.21% | −826−17.2% | Reduced |
| SkyOak Wealth, LLC | 3,974 | $427.2K | 0.07% | −562−12.4% | Reduced |
| West Family Investments, Inc. | 3,972 | $427.0K | 0.12% | +3,972 | New |
| Annex Advisory Services, LLC | 3,966 | $426.3K | 0.01% | −191−4.6% | Reduced |
| BlueSky Wealth Advisors, LLC | 3,965 | $426.2K | 0.05% | −57−1.4% | Reduced |
| King Luther Capital Management Corp | 3,962 | $425.9K | 0.00% | −1,756−30.7% | Reduced |
| Kera Capital Partners, Inc. | 3,954 | $425.1K | 0.04% | −667−14.4% | Reduced |
| Panagora Asset Management Inc | 3,949 | $424.5K | 0.00% | −501−11.3% | Reduced |
| Caerus Investment Advisors, LLC | 3,933 | $422.8K | 0.14% | −293−6.9% | Reduced |
| Clarity Financial LLC | 3,933 | $422.7K | 0.04% | −120−3.0% | Reduced |
| PFC Capital Group, Inc. | 3,917 | $421.0K | 0.16% | −744−16.0% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,914 | $420.8K | 0.05% | +19+0.5% | Added |
| Argyle Capital Partners, LLC | 3,903 | $419.6K | 0.26% | +1,020+35.4% | Added |
| Indivisible Partners | 3,898 | $419.1K | 0.02% | −857−18.0% | Reduced |