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 |
|---|---|---|---|---|---|
| Frisch Financial Group, Inc. | 3,894 | $418.6K | 0.07% | +134+3.6% | Added |
| World Equity Group, Inc. | 3,875 | $416.4K | 0.09% | +221+6.0% | Added |
| Peoples Financial Services Corp. | 3,861 | $415.1K | 0.18% | −96−2.4% | Reduced |
| Pitcairn Wealth Advisors LLC | 3,859 | $414.8K | 0.05% | −149−3.7% | Reduced |
| Catalyst Financial Partners LLC | 3,850 | $413.9K | 0.04% | −2,141−35.7% | Reduced |
| Everpar Advisors LLC | 3,847 | $413.6K | 0.12% | −75−1.9% | Reduced |
| Kiley Juergens Wealth Management, LLC | 3,834 | $412.2K | 0.06% | −209−5.2% | Reduced |
| Inlet Private Wealth, LLC | 3,830 | $411.7K | 0.10% | −150−3.8% | Reduced |
| Oakmont Investment Advisors, Inc. | 3,820 | $410.9K | 0.29% | +1,587+71.1% | Added |
| Action Point Financial Planning, LLC | 3,820 | $410.2K | 0.04% | +3,820 | New |
| RK Capital Management, LLC | 3,800 | $408.5K | 0.02% | −1,900−33.3% | Reduced |
| Cornerstone Planning Group LLC | 3,518 | $407.5K | 0.05% | −27−0.8% | Reduced |
| Qtron Investments LLC | 3,790 | $407.4K | 0.05% | +3,790 | New |
| Virtu Financial LLC | 3,786 | $407.0K | 0.01% | −19,207−83.5% | Reduced |
| Cornerstone Wealth Group, LLC | 3,780 | $406.3K | 0.02% | +360+10.5% | Added |
| Personal Cfo Solutions, LLC | 3,778 | $406.1K | 0.06% | −211−5.3% | Reduced |
| CRA Financial Services, LLC | 3,773 | $405.6K | 0.05% | +78+2.1% | Added |
| Sterling Investment Counsel, LLC | 3,770 | $405.3K | 0.10% | −51−1.3% | Reduced |
| Kennedy Investment Group | 3,764 | $404.6K | 0.14% | −302−7.4% | Reduced |
| Legacy Financial Independent Advisors LLC | 3,756 | $403.7K | 0.19% | −97−2.5% | Reduced |
| Resonant Capital Advisors, LLC | 3,755 | $403.7K | 0.02% | +121+3.3% | Added |
| MeadowBrook Investment Advisors LLC | 3,754 | $403.6K | 0.32% | −60−1.6% | Reduced |
| Durante & Waters, LLC | 3,746 | $402.7K | 0.26% | −18−0.5% | Reduced |
| Summit Asset Management, LLC | 3,744 | $402.4K | 0.05% | +10.0% | Added |
| Xxi Wealth, LLC | 3,740 | $402.1K | 0.18% | +44+1.2% | Added |
| Wallace Advisory Group, LLC | 3,739 | $401.9K | 0.38% | +1,469+64.7% | Added |
| Sym Financial Corp | 3,737 | $401.7K | 0.03% | +196+5.5% | Added |
| Ci Investments Inc. | 3,736 | $401.6K | 0.00% | +96+2.6% | Added |
| Lodestone Wealth Management LLC | 3,730 | $401.0K | 0.14% | −75−2.0% | Reduced |
| Lifeworks Advisors, LLC | 3,721 | $400.0K | 0.04% | −439−10.6% | Reduced |
| Silverleafe Capital Partners, LLC | 3,711 | $399.0K | 0.11% | +515+16.1% | Added |
| Thayer Partners, LLC | 3,710 | $398.8K | 0.17% | +8+0.2% | Added |
| Wynn Capital, LLC | 3,700 | $397.7K | 0.18% | +248+7.2% | Added |
| Centerline Wealth Advisors, LLC | 3,680 | $395.6K | 0.12% | −56−1.5% | Reduced |
| Vista Investment Partners LLC | 3,679 | $395.5K | 0.10% | +3+0.1% | Added |
| Tandem Wealth Advisors LLC | 3,673 | $394.8K | 0.16% | +285+8.4% | Added |
| Diamant Asset Management, Inc. | 3,660 | $393.4K | 0.27% | −356,411−99.0% | Reduced |
| IMA Wealth, Inc. | 3,650 | $392.4K | 0.02% | +3,219+746.9% | Added |
| Convergence Financial, LLC | 3,637 | $391.0K | 0.03% | +181+5.2% | Added |
| Eagle Rock Investment Company, LLC | 3,633 | $390.5K | 0.05% | +725+24.9% | Added |
| Ares Financial Consulting, LLC | 3,609 | $388.0K | 0.28% | +26+0.7% | Added |
| Barr E S & Co | 3,605 | $387.5K | 0.02% | −50−1.4% | Reduced |
| Westview Management dba Westview Investment Advisors | 3,600 | $387.0K | 0.19% | +200+5.9% | Added |
| Raab & Moskowitz Asset Management LLC | 3,596 | $386.6K | 0.08% | −768−17.6% | Reduced |
| Madrid Wealth Management, LLC | 3,591 | $386.0K | 0.25% | 00.0% | Unchanged |
| Lansing Street Advisors | 3,588 | $385.7K | 0.08% | +49+1.4% | Added |
| Intrust Bank NA | 3,579 | $384.7K | 0.03% | −243−6.4% | Reduced |
| KRM Wealth Management L.L.C. | 3,576 | $384.4K | 0.17% | +3,576 | New |
| Finward Bancorp | 3,570 | $383.8K | 0.29% | 00.0% | Unchanged |
| Wealth Alliance | 3,569 | $383.6K | 0.03% | +556+18.5% | Added |
| Formidable Asset Management, LLC | 3,892 | $382.9K | 0.06% | −20−0.5% | Reduced |
| NCM Capital Management, LLC | 3,557 | $382.3K | 0.12% | +108+3.1% | Added |
| Tyche Wealth Partners LLC | 3,539 | $380.4K | 0.05% | −27−0.8% | Reduced |
| Adams Wealth Management | 3,536 | $380.1K | 0.07% | +596+20.3% | Added |
| StoneX Group Inc. | 3,532 | $379.7K | 0.02% | −37−1.0% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,513 | $377.6K | 0.13% | −1,500−29.9% | Reduced |
| Family Legacy, Inc. | 3,504 | $376.7K | 0.10% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 3,503 | $376.6K | 0.05% | +20+0.6% | Added |
| City State Bank | 3,494 | $375.6K | 0.09% | +20+0.6% | Added |
| MONECO Advisors, LLC | 3,492 | $375.4K | 0.02% | +358+11.4% | Added |
| Traphagen Investment Advisors LLC | 3,472 | $373.3K | 0.03% | +1,382+66.1% | Added |
| MSH Capital Advisors LLC | 3,459 | $371.9K | 0.06% | +347+11.2% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 3,447 | $370.6K | 0.01% | −11,517−77.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 3,447 | $370.5K | 0.06% | −200−5.5% | Reduced |
| Tevis Investment Management | 3,444 | $370.2K | 0.20% | −102−2.9% | Reduced |
| Buttonwood Financial Advisors Inc. | 3,438 | $369.6K | 0.11% | −25−0.7% | Reduced |
| Cambria Investment Management, L.P. | 3,425 | $368.2K | 0.02% | +73+2.2% | Added |
| Cardinal Point Capital Management, ULC | 3,425 | $368.2K | 0.02% | +500+17.1% | Added |
| Foster & Motley Inc | 3,421 | $368.0K | 0.02% | +3,421 | New |
| Polymer Capital Management (US) LLC | 3,423 | $368.0K | 0.05% | +3,423 | New |
| Alliance Wealth Advisors, LLC | 3,421 | $367.8K | 0.07% | +636+22.8% | Added |
| Bingham Private Wealth, LLC | 3,393 | $364.7K | 0.25% | +426+14.4% | Added |
| Private Wealth Asset Management, LLC | 3,389 | $364.3K | 0.04% | −513−13.1% | Reduced |
| Strategic Investment Solutions, Inc. | 3,379 | $363.2K | 0.08% | −96−2.8% | Reduced |
| Vance Wealth, Inc. | 3,377 | $363.0K | 0.08% | +215+6.8% | Added |
| LRI Investments, LLC | 3,373 | $362.6K | 0.03% | +2,318+219.7% | Added |
| Rexford Capital Inc | 3,368 | $362.1K | 0.22% | +29+0.9% | Added |
| Symphony Financial, Ltd. Co. | 3,366 | $361.9K | 0.04% | −25−0.7% | Reduced |
| Wealth Advisory Solutions, LLC | 3,366 | $361.8K | 0.07% | −135−3.9% | Reduced |
| 1st Source Bank | 3,359 | $361.1K | 0.02% | −280−7.7% | Reduced |
| First National Advisers, LLC | 3,355 | $360.7K | 0.05% | −6,061−64.4% | Reduced |
| Hilton Head Capital Partners, LLC | 3,340 | $359.0K | 0.18% | −272−7.5% | Reduced |
| Mechanics Bank Trust Department | 3,335 | $358.5K | 0.04% | −115−3.3% | Reduced |
| Northstar Group, Inc. | 3,330 | $358.0K | 0.05% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,329 | $357.9K | 0.00% | +3,329 | New |
| Barlow Wealth Partners, Inc. | 3,249 | $357.2K | 0.04% | +600+22.7% | Added |
| CogentBlue Wealth Advisors, LLC | 3,322 | $357.1K | 0.20% | +528+18.9% | Added |
| Moody National Bank Trust Division | 3,321 | $357.0K | 0.03% | +71+2.2% | Added |
| CWA Asset Management Group, LLC | 3,313 | $356.2K | 0.01% | −845−20.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,309 | $355.8K | 0.10% | −96−2.8% | Reduced |
| Coastal Investment Advisors, Inc. | 3,300 | $354.8K | 0.11% | −140−4.1% | Reduced |
| VeraBank, N.A. | 3,300 | $354.8K | 0.06% | −744−18.4% | Reduced |
| Thrive Wealth Management, LLC | 3,299 | $354.7K | 0.05% | +187+6.0% | Added |
| Weaver Consulting Group | 3,288 | $353.4K | 0.07% | +328+11.1% | Added |
| Clear Street Markets LLC | 3,273 | $351.8K | 0.07% | −11,249−77.5% | Reduced |
| Meridian Wealth Advisors, LLC | 3,270 | $351.5K | 0.04% | +105+3.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,266 | $351.1K | 0.01% | −299−8.4% | Reduced |
| LexAurum Advisors, LLC | 3,262 | $350.7K | 0.04% | −156−4.6% | Reduced |
| GTS Securities LLC | 3,257 | $350.1K | 0.01% | +25+0.8% | Added |
| Stokes Capital Advisors, LLC | 3,250 | $349.4K | 0.07% | +1,075+49.4% | Added |