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Livermore
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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

Q3 2026 data is still coming in: 8 institutions have reported holding UPS so far. See Q3 2026

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.

Institutional holdersQ2 2026: 2,147 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ2 2026: $57.3B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Viawealth, LLC2,666$286.6K0.14%+2,666New
Patriot Investment Management Inc.2,663$286.3K0.02%−129−4.6%Reduced
Mitchell McLeod Pugh & Williams Inc2,659$285.8K0.04%+2,659New
KC Investment Advisors, LLC2,646$284.4K0.05%+154+6.2%Added
CMH Wealth Management LLC2,640$283.8K0.04%−295−10.1%Reduced
Plancorp, LLC2,512$283.6K0.01%−212−7.8%Reduced
D.B. Root & Company, LLC2,635$283.3K0.06%−19−0.7%Reduced
CWS Financial Advisors, LLC2,635$283.2K0.06%+10+0.4%Added
Ironsides Asset Advisors, LLC2,633$283.0K0.07%00.0%Unchanged
Synergy Financial Management, LLC2,633$283.0K0.03%+2,633New
Waterloo Capital, L.P.2,632$282.9K0.02%−52−1.9%Reduced
Fieldview Capital Management, LLC2,630$282.7K0.08%−2,432−48.0%Reduced
Finley Financial, LLC2,626$282.3K0.11%00.0%Unchanged
Fi3 FINANCIAL ADVISORS, LLC2,073$281.9K0.09%−513−19.8%Reduced
Redhawk Wealth Advisors, Inc.2,615$281.1K0.03%+28+1.1%Added
DeDora Capital, Inc.2,614$281.0K0.06%+10+0.4%Added
Van Diest Capital, LLC2,605$280.0K0.25%+2,605New
First Financial Bank - Trust Division2,598$279.3K0.02%−266−9.3%Reduced
Ifrah Financial Services, Inc.2,591$278.5K0.07%00.0%Unchanged
Riversedge Advisors, LLC2,590$278.4K0.04%+2,590New
Everhart Financial Group, Inc.2,587$278.1K0.02%−71−2.7%Reduced
Stonebrook Private Inc.2,580$277.3K0.05%+48+1.9%Added
Simon Quick Advisors, LLC2,570$276.3K0.01%−52−2.0%Reduced
VisionPoint Advisory Group, LLC2,567$275.9K0.05%−4,067−61.3%Reduced
City Holding Co2,565$275.7K0.03%−390−13.2%Reduced
Enterprise Financial Services Corp2,562$275.4K0.11%−74−2.8%Reduced
Future Financial Wealth Managment LLC2,400$273.8K0.17%00.0%Unchanged
HFG Advisors, Inc.2,524$271.3K0.17%00.0%Unchanged
Checchi Capital Advisers, LLC2,517$270.5K0.02%−950−27.4%Reduced
Cannon Financial Strategists, Inc.2,498$268.5K0.03%00.0%Unchanged
Atlas Capital Advisors LLC2,494$268.1K0.03%+2,463+7,945.2%Added
Hickory Point Bank & Trust2,486$267.2K0.16%+65+2.7%Added
Fukoku Mutual Life Insurance Co2,484$267.0K0.02%00.0%Unchanged
Fortis Group Advisors, LLC2,477$266.3K0.04%+16+0.7%Added
Narwhal Capital Management2,476$266.2K0.02%00.0%Unchanged
Groupe la Francaise2,474$266.0K0.00%−13,526−84.5%Reduced
Meramec Financial Planners, LLC2,348$265.2K0.10%+1,060+82.3%Added
Dorsey & Whitney Trust CO LLC2,464$264.9K0.01%−779−24.0%Reduced
Compass Capital Corp2,567$264.8K0.09%00.0%Unchanged
Farrell Financial LLC2,459$264.3K0.14%−145−5.6%Reduced
Hirtle Callaghan & Co LLC2,448$263.2K0.01%+2,448New
PFS Partners, LLC2,448$263.1K0.11%+300+14.0%Added
Seeds Investor LLC2,445$262.8K0.03%+2,445New
Spire Wealth Management2,441$262.4K0.01%+4+0.2%Added
Cambient Family Office, LLC2,428$261.0K0.03%−202−7.7%Reduced
Colonial River Wealth Management, LLC2,426$260.8K0.07%−951−28.2%Reduced
Quantum Financial Advisors, LLC2,424$260.6K0.03%−12−0.5%Reduced
Safeguard Investment Advisory Group, LLC2,424$260.6K0.06%+2,424New
Optas, LLC2,422$260.4K0.04%−74−3.0%Reduced
TBH Global Asset Management, LLC2,417$259.8K0.05%+2,417New
Berry Wealth Group, LP2,411$259.2K0.83%+35+1.5%Added
Hutner Capital Management Inc2,411$259.2K0.10%−33−1.4%Reduced
HHM Wealth Advisors, LLC2,410$259.1K0.03%00.0%Unchanged
Copley Financial Group, Inc.2,403$258.3K0.16%−1,454−37.7%Reduced
Novem Group2,399$257.9K0.03%+2,399New
Childress Capital Advisors, LLC2,399$257.9K0.04%−409−14.6%Reduced
Chapman Financial Group, LLC2,383$256.2K0.17%00.0%Unchanged
Latitude Advisors, LLC2,380$255.8K0.10%+197+9.0%Added
Fidelis Capital Partners, LLC2,379$255.7K0.01%+2,379New
Cromwell Holdings LLC2,375$255.3K0.11%+421+21.5%Added
Golden State Wealth Management, LLC2,369$254.7K0.02%−738−23.8%Reduced
Evexia Wealth LLC2,381$254.5K0.07%00.0%Unchanged
Alliance Wealth Advisors, LLC2,367$254.4K0.10%−27−1.1%Reduced
FSA Advisors, Inc.2,359$254.1K0.12%+2,359New
Clear Wave Wealth Management LLC2,363$254.0K0.06%+55+2.4%Added
PFG Advisors2,361$253.8K0.01%+2,361New
Hidden Cove Wealth Management, LLC2,358$253.5K0.14%+177+8.1%Added
Blackhawk Capital Partners LLC.2,350$252.6K0.08%−29−1.2%Reduced
J. Goldman & Co LP2,350$252.6K0.01%+2,350New
Southern Financial Group, LLC2,349$252.5K0.06%−258−9.9%Reduced
South State Corp.2,344$252.0K0.01%+526+28.9%Added
Klingman & Associates, LLC2,343$251.9K0.01%+10.0%Added
Leisure Capital Management2,340$251.6K0.08%+2,340New
Strategic Wealth Partners, Ltd.2,329$250.4K0.02%−107,368−97.9%Reduced
Quantum Financial Partners LLC2,329$250.4K0.13%+2,329New
Founders Capital Management2,318$249.2K0.11%+2,138+1,187.8%Added
IFG Advisors, LLC2,313$248.7K0.03%00.0%Unchanged
PeakShares LLC2,313$248.6K0.19%+130+6.0%Added
Marshall Financial Group LLC2,310$248.3K0.04%−17−0.7%Reduced
Leavell Investment Management, Inc.2,310$248.3K0.01%−244−9.6%Reduced
Vision Financial Markets LLC2,283$247.8K0.22%+2+0.1%Added
Symmetry Partners, LLC2,302$247.5K0.01%+2,302New
Martin Capital Partners, LLC2,299$247.1K0.09%−49,022−95.5%Reduced
Somerset Trust Co2,297$246.9K0.07%+34+1.5%Added
Old National Bancorp2,295$246.7K0.00%+4+0.2%Added
Triad Wealth Partners, LLC2,308$246.6K0.01%+2,308New
Schrum Private Wealth Management LLC1,824$246.6K0.25%+1,824New
Trilogy Capital Inc.2,293$246.5K0.01%−755−24.8%Reduced
Fiduciary Trust Co2,291$246.2K0.00%−295−11.4%Reduced
Uhlmann Price Securities, LLC2,289$246.1K0.01%+2,289New
Carolina Wealth Management Inc2,289$246.1K0.11%+2,289New
Options Solutions, LLC2,270$244.0K0.17%+35+1.6%Added
Arwa LLC2,082$244.0K0.10%−102−4.7%Reduced
Berger Financial Group, Inc2,266$243.6K0.01%−11−0.5%Reduced
Sollinda Capital Management LLC2,255$242.4K0.05%00.0%Unchanged
NTV Asset Management LLC2,250$241.9K0.02%+2,250New
Liberty Capital Management, Inc.2,250$241.9K0.04%+2,250New
Heritage Wealth Advisors2,249$241.8K0.01%+431+23.7%Added
Adviser Investments LLC2,243$241.1K0.00%−1,771−44.1%Reduced
Edgestream Partners, L.P.2,235$240.3K0.01%−43,743−95.1%Reduced