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 |
|---|---|---|---|---|---|
| Spurstone Advisory Services, LLC | 3,182 | $348.6K | 4.76% | −510−13.8% | Reduced |
| Financial Engines Advisors L.L.C. | 3,240 | $348.3K | 0.00% | +26+0.8% | Added |
| Wimmer Associates 1, LLC | 3,237 | $348.0K | 0.16% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 3,216 | $345.7K | 0.07% | −1,481−31.5% | Reduced |
| EntryPoint Capital, LLC | 3,215 | $345.6K | 0.08% | +3,215 | New |
| WealthTrak Capital Management LLC | 3,204 | $344.4K | 0.23% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 3,203 | $344.3K | 0.20% | +141+4.6% | Added |
| Advocate Investing Services LLC | 3,193 | $343.2K | 0.26% | +1,301+68.8% | Added |
| Harbour Capital Advisors, LLC | 3,039 | $341.8K | 0.06% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 3,173 | $341.1K | 0.06% | −224−6.6% | Reduced |
| Eagle Harbor Asset Management Inc | 3,172 | $341.0K | 0.27% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 3,171 | $340.9K | 0.17% | −848−21.1% | Reduced |
| Voleon Capital Management LP | 3,170 | $340.8K | 0.01% | −17,106−84.4% | Reduced |
| Rooted Wealth Advisors, Inc. | 3,165 | $340.3K | 0.08% | +31+1.0% | Added |
| Elevated Capital Advisors, LLC | 3,165 | $340.2K | 0.09% | −2,288−42.0% | Reduced |
| Southland Equity Partners LLC | 3,165 | $340.2K | 0.06% | +116+3.8% | Added |
| Martingale Asset Management L P | 3,161 | $339.8K | 0.01% | −6,390−66.9% | Reduced |
| Successful Portfolios LLC | 3,044 | $339.8K | 0.16% | −21−0.7% | Reduced |
| XTX Topco Ltd | 3,160 | $339.7K | 0.00% | +304+10.6% | Added |
| Clearbridge Investments, LLC | 3,157 | $339.4K | 0.00% | +60+1.9% | Added |
| Smith Chas P & Associates Pa Cpas | 3,153 | $339.0K | 0.02% | −95−2.9% | Reduced |
| RIA Advisory Group LLC | 3,151 | $338.7K | 0.08% | −572−15.4% | Reduced |
| Greenup Street Wealth Management LLC | 3,150 | $338.6K | 0.04% | +741+30.8% | Added |
| Hardy Reed LLC | 3,139 | $337.4K | 0.02% | +235+8.1% | Added |
| MKT Advisors LLC | 3,013 | $337.4K | 0.10% | 00.0% | Unchanged |
| Tempo Wealth, LLC | 3,132 | $336.7K | 0.05% | −17−0.5% | Reduced |
| Pflug Koory, LLC | 3,122 | $335.6K | 0.13% | −50−1.6% | Reduced |
| Peak Retirement Planning, Inc. | 3,105 | $333.8K | 0.05% | −10,454−77.1% | Reduced |
| Oxinas Partners Wealth Management LLC | 3,103 | $333.6K | 0.13% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3,102 | $333.5K | 0.08% | −134−4.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,100 | $333.3K | 0.20% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3,080 | $331.1K | 0.03% | +220+7.7% | Added |
| Sax Wealth Advisors, LLC | 3,363 | $330.8K | 0.01% | +917+37.5% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 3,061 | $329.1K | 0.22% | +52+1.7% | Added |
| Premier Path Wealth Partners, LLC | 3,053 | $328.2K | 0.04% | −104−3.3% | Reduced |
| Centiva Capital, LP | 3,052 | $328.1K | 0.01% | −155,212−98.1% | Reduced |
| Concorde Asset Management, LLC | 3,050 | $327.9K | 0.19% | +119+4.1% | Added |
| McDaniel Terry & Co | 3,039 | $326.7K | 0.03% | −13,275−81.4% | Reduced |
| Drive Wealth Management, LLC | 3,038 | $326.5K | 0.06% | +3,038 | New |
| Wealthquest Corp | 3,035 | $326.3K | 0.02% | +377+14.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,014 | $324.0K | 0.00% | −350−10.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,998 | $322.3K | 0.05% | −215−6.7% | Reduced |
| Defiance ETFs, LLC | 2,939 | $321.9K | 0.00% | +480+19.5% | Added |
| Weatherly Asset Management L. P. | 2,993 | $321.7K | 0.02% | +265+9.7% | Added |
| Wedmont Private Capital | 2,844 | $319.8K | 0.01% | +402+16.5% | Added |
| Breakwater Capital Group | 2,974 | $319.7K | 0.04% | +53+1.8% | Added |
| Heartland Bank & Trust Co | 2,957 | $317.9K | 0.07% | −37−1.2% | Reduced |
| Aegis Wealth Management LLC | 2,944 | $316.5K | 0.15% | −19−0.6% | Reduced |
| Claro Advisors LLC | 2,939 | $316.0K | 0.03% | −1,804−38.0% | Reduced |
| Quotient Wealth Partners, LLC | 2,926 | $314.6K | 0.01% | +444+17.9% | Added |
| Seamount Financial Group Inc | 2,925 | $314.4K | 0.13% | −200−6.4% | Reduced |
| Traynor Capital Management, Inc. | 2,900 | $311.8K | 0.01% | +135+4.9% | Added |
| Midland Wealth Advisors LLC | 2,885 | $310.1K | 0.01% | −545−15.9% | Reduced |
| EPG Wealth Management LLC | 2,882 | $309.8K | 0.07% | −37−1.3% | Reduced |
| Old Mission Investment Co LLC | 2,877 | $309.3K | 0.06% | −297−9.4% | Reduced |
| PSI Advisors, LLC | 2,859 | $307.4K | 0.07% | +2,859 | New |
| Bill Few Associates, Inc. | 2,848 | $306.2K | 0.07% | +585+25.9% | Added |
| Generation Capital Management LLC | 2,847 | $306.1K | 0.19% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 2,832 | $304.4K | 0.20% | −243−7.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 2,826 | $303.8K | 0.19% | −1,013−26.4% | Reduced |
| Dana Investment Advisors, Inc. | 2,822 | $303.4K | 0.01% | +30+1.1% | Added |
| GSG Advisors LLC | 2,815 | $302.6K | 0.07% | +45+1.6% | Added |
| Retirement Planning Co of New England, Inc. | 2,812 | $302.2K | 0.11% | +336+13.6% | Added |
| Cahill Financial Advisors Inc | 2,810 | $302.0K | 0.03% | −88−3.0% | Reduced |
| First Financial Bankshares Inc | 2,809 | $302.0K | 0.01% | −4−0.1% | Reduced |
| S.A. Mason LLC | 2,805 | $301.5K | 0.09% | −96−3.3% | Reduced |
| Verus Capital Partners, LLC | 2,798 | $300.8K | 0.02% | −190−6.4% | Reduced |
| E Fund Management Co., Ltd. | 2,798 | $300.8K | 0.01% | +108+4.0% | Added |
| apricus wealth, LLC | 2,797 | $300.7K | 0.14% | −150−5.1% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 2,796 | $300.6K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,794 | $300.4K | 0.07% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 2,791 | $300.0K | 0.04% | −400−12.5% | Reduced |
| Conning Inc. | 2,790 | $299.9K | 0.01% | −521−15.7% | Reduced |
| Jupiter Asset Management Ltd | 2,790 | $299.9K | 0.00% | +2,790 | New |
| Angeles Wealth Management, LLC | 2,781 | $299.0K | 0.01% | +456+19.6% | Added |
| Encompass More Asset Management | 2,772 | $298.0K | 0.04% | −1,091−28.2% | Reduced |
| Northwest Wealth Management, LLC | 2,772 | $298.0K | 0.04% | −224−7.5% | Reduced |
| 1776 Wealth LLC | 2,753 | $295.9K | 0.10% | 00.0% | Unchanged |
| Severin Investments, LLC | 2,750 | $295.7K | 0.22% | +2,750 | New |
| Investment House LLC | 2,750 | $295.6K | 0.01% | +75+2.8% | Added |
| Ethos Financial Group, LLC | 2,817 | $294.5K | 0.02% | +2,817 | New |
| Guardian Investment Management | 2,736 | $294.1K | 0.20% | +11+0.4% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 2,734 | $293.9K | 0.20% | 00.0% | Unchanged |
| Ti-Trust, Inc | 2,724 | $292.8K | 0.16% | −70−2.5% | Reduced |
| CoreFirst Bank & Trust | 2,724 | $292.8K | 0.15% | +155+6.0% | Added |
| Transamerica Financial Advisors, Inc. | 2,716 | $292.1K | 0.02% | −259−8.7% | Reduced |
| Choice Wealth Advisors, LLC | 2,715 | $291.8K | 0.10% | −268−9.0% | Reduced |
| Palumbo Wealth Management LLC | 2,714 | $291.8K | 0.06% | −27−1.0% | Reduced |
| Vista Investment Partners II, LLC | 2,713 | $291.7K | 0.11% | +46+1.7% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,711 | $291.4K | 0.09% | +424+18.5% | Added |
| Freestone Capital Holdings, LLC | 2,707 | $291.0K | 0.01% | −65−2.3% | Reduced |
| SeaCrest Wealth Management, LLC | 2,707 | $291.0K | 0.03% | −1,567−36.7% | Reduced |
| Valmark Advisers, Inc. | 2,697 | $289.9K | 0.00% | −878−24.6% | Reduced |
| New Covenant Trust Company, N.A. | 2,696 | $289.8K | 0.22% | +337+14.3% | Added |
| Northeast Investment Management | 2,695 | $289.7K | 0.01% | 00.0% | Unchanged |
| Mason & Associates, LLC | 2,690 | $289.2K | 0.06% | 00.0% | Unchanged |
| Evansbrook LLC | 2,690 | $289.2K | 0.17% | 00.0% | Unchanged |
| Investment Planning Advisors, Inc. | 2,685 | $288.6K | 0.07% | −386−12.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,682 | $288.3K | 0.03% | −3,586−57.2% | Reduced |
| Wealthedge Investment Advisors, LLC | 2,678 | $287.9K | 0.10% | −13,211−83.1% | Reduced |