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.
| 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 |
|---|---|---|---|---|---|
| PCM Encore, LLC | 2,231 | $239.8K | 0.04% | −2−0.1% | Reduced |
| Canvas Wealth Advisors, LLC | 2,228 | $239.5K | 0.03% | +2,228 | New |
| CV Advisors LLC | 2,225 | $239.2K | 0.05% | 00.0% | Unchanged |
| Jacobs & Co | 2,232 | $239.0K | 0.02% | −495−18.2% | Reduced |
| Swiss Re Ltd | 2,216 | $238.2K | 0.02% | +2,052+1,251.2% | Added |
| Wick Capital Partners, LLC | 2,209 | $237.5K | 0.04% | +115+5.5% | Added |
| Keel Point, LLC | 2,203 | $236.8K | 0.01% | −255−10.4% | Reduced |
| Real Talk Capital, LLC | 2,202 | $236.7K | 0.18% | +2,202 | New |
| Sheets Smith Wealth Management | 2,198 | $236.3K | 0.02% | +30+1.4% | Added |
| Root Financial Partners, LLC | 2,189 | $235.3K | 0.01% | +567+35.0% | Added |
| Knightsbridge Asset Management, LLC | 2,188 | $235.2K | 0.03% | −73−3.2% | Reduced |
| JMN Financial LLC | 2,182 | $234.6K | 0.18% | +2,182 | New |
| Paces Ferry Wealth Advisors, LLC | 2,180 | $234.3K | 0.09% | +2,180 | New |
| NorthStar Asset Management LLC | 2,174 | $233.8K | 0.10% | +10.0% | Added |
| HCR Wealth Advisors | 2,163 | $232.5K | 0.02% | −128−5.6% | Reduced |
| Income Insurance Ltd | 2,162 | $232.4K | 0.14% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,161 | $232.3K | 0.02% | −161−6.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 2,044 | $232.3K | 0.01% | +73+3.7% | Added |
| J. Derek Lewis & Associates Inc. | 2,159 | $232.1K | 0.04% | −1,689−43.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,158 | $232.0K | 0.09% | −17−0.8% | Reduced |
| Readystate Asset Management LP | 2,158 | $232.0K | 0.01% | −1,054−32.8% | Reduced |
| Center for Financial Planning, Inc. | 2,158 | $232.0K | 0.02% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 2,157 | $231.8K | 0.06% | −46−2.1% | Reduced |
| Silver Coast Investments LLC | 2,147 | $230.8K | 0.07% | +16+0.8% | Added |
| Keebeck Wealth Management, LLC | 2,144 | $230.5K | 0.02% | +2,144 | New |
| Mystic Asset Management, Inc. | 2,141 | $230.2K | 0.05% | +2,141 | New |
| Arta Finance Wealth Management LLC | 2,140 | $230.1K | 0.10% | +89+4.3% | Added |
| Birch Financial Group, LLC | 2,139 | $229.9K | 0.12% | −169−7.3% | Reduced |
| Flatrock Wealth Partners LLC | 2,132 | $229.2K | 0.09% | −327−13.3% | Reduced |
| Blalock Williams, LLC | 2,128 | $228.8K | 0.15% | +2,128 | New |
| Corsicana & Co. | 2,125 | $228.4K | 0.11% | −4,296−66.9% | Reduced |
| Chapin Davis, Inc. | 2,102 | $226.0K | 0.04% | +2,102 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,097 | $225.4K | 0.02% | +2,097 | New |
| Wright Investors Service Inc | 2,095 | $225.2K | 0.06% | −139−6.2% | Reduced |
| Peterson Wealth Services | 2,089 | $224.6K | 0.05% | +726+53.3% | Added |
| May Hill Capital, LLC | 2,088 | $224.5K | 0.05% | +2,088 | New |
| Woodward Diversified Capital, LLC | 2,087 | $224.3K | 0.10% | −158−7.0% | Reduced |
| TRB Wealth Management, LLC | 2,081 | $223.7K | 0.03% | 00.0% | Unchanged |
| Certified Advisory Corp | 2,080 | $223.6K | 0.02% | −36−1.7% | Reduced |
| Basepoint Wealth LLC | 2,078 | $223.4K | 0.13% | +14+0.7% | Added |
| Ipswich Investment Management Co., Inc. | 2,075 | $223.1K | 0.05% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 2,073 | $222.9K | 0.06% | +2,073 | New |
| Lowe Brockenbrough & Co Inc | 2,071 | $222.6K | 0.01% | −91−4.2% | Reduced |
| Embree Financial Group | 2,059 | $221.3K | 0.02% | −290−12.3% | Reduced |
| First Heartland Consultants, Inc. | 2,054 | $220.8K | 0.01% | +11+0.5% | Added |
| Flputnam Investment Management Co | 2,053 | $220.7K | 0.00% | +2,053 | New |
| Congress Park Capital LLC | 2,050 | $220.4K | 0.06% | 00.0% | Unchanged |
| Bank & Trust Co | 2,038 | $219.1K | 0.14% | 00.0% | Unchanged |
| Retirement Planning Group | 2,037 | $219.0K | 0.01% | +2,037 | New |
| Split Rock Private Trading & Wealth Management, LLC | 2,036 | $218.9K | 0.15% | 00.0% | Unchanged |
| Onefund, LLC | 2,034 | $218.7K | 0.12% | +2+0.1% | Added |
| High Net Worth Advisory Group LLC | 2,031 | $218.3K | 0.05% | −100−4.7% | Reduced |
| Camden Capital, LLC | 2,028 | $218.0K | 0.01% | +2,028 | New |
| Guardian Partners Inc. | 2,025 | $217.7K | 0.02% | −101−4.8% | Reduced |
| 71 West Capital Partners | 2,023 | $217.5K | 0.01% | +2,023 | New |
| Headlands Technologies LLC | 2,020 | $217.2K | 0.02% | +2,020 | New |
| Chancellor Financial Group WB LP | 2,018 | $216.9K | 0.13% | +2,018 | New |
| Perennial Investment Advisors, LLC | 2,014 | $216.5K | 0.01% | +2,014 | New |
| Silver Lake Advisory, LLC | 2,000 | $215.0K | 0.08% | +2,000 | New |
| Harbor Advisors LLC | 2,000 | $215.0K | 0.03% | +2,000 | New |
| Marietta Wealth Management, LLC | 2,000 | $215.0K | 0.02% | +2,000 | New |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $214.5K | 0.04% | +1,995 | New |
| Granite Harbor Advisors, Inc. | 1,989 | $213.8K | 0.08% | +1,989 | New |
| Lynx Investment Advisory | 1,988 | $213.8K | 0.07% | +1,988 | New |
| Trust Point Inc. | 1,983 | $213.2K | 0.02% | +1,983 | New |
| Pittenger & Anderson Inc | 1,977 | $212.5K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,976 | $212.4K | 0.13% | 00.0% | Unchanged |
| US Asset Management LLC | 1,960 | $210.7K | 0.16% | +1,960 | New |
| Marble Harbor Investment Counsel, LLC | 1,955 | $210.2K | 0.02% | +1,955 | New |
| Apella Capital, LLC | 1,877 | $210.2K | 0.00% | +1,877 | New |
| Kesler, Norman & Wride, LLC | 1,949 | $209.5K | 0.03% | +1,949 | New |
| NWF Advisory Services Inc. | 1,944 | $208.9K | 0.02% | −517−21.0% | Reduced |
| MV Capital Management, Inc. | 1,935 | $208.0K | 0.02% | +340+21.3% | Added |
| Dividend Assets Capital, LLC | 1,934 | $207.9K | 0.04% | −750−27.9% | Reduced |
| Williamson Legacy Group, LLC | 1,932 | $207.7K | 0.10% | +1,932 | New |
| Private Management Group Inc | 1,930 | $207.5K | 0.01% | +1,930 | New |
| NovaPoint Capital, LLC | 1,926 | $207.0K | 0.04% | +1,926 | New |
| Federated Hermes, Inc. | 1,918 | $206.2K | 0.00% | −1,279−40.0% | Reduced |
| Bruce G. Allen Investments, LLC | 1,918 | $206.2K | 0.13% | +26+1.4% | Added |
| DiNuzzo Private Wealth, Inc. | 1,915 | $205.9K | 0.02% | +14+0.7% | Added |
| Park Capital Management, LLC | 1,910 | $205.3K | 0.12% | +1,910 | New |
| Oasis Advisors, LLC | 1,906 | $204.9K | 0.13% | −28,262−93.7% | Reduced |
| Strategic Financial Concepts, LLC | 1,905 | $204.8K | 0.06% | +1,905 | New |
| SmartHarvest Portfolios, LLC | 1,903 | $204.5K | 0.07% | +1,903 | New |
| ZWJ Investment Counsel Inc | 1,902 | $204.5K | 0.01% | +1,902 | New |
| Blue Capital, Inc. | 1,889 | $203.1K | 0.13% | +1,889 | New |
| GW Henssler & Associates Ltd | 1,888 | $202.9K | 0.01% | +1,888 | New |
| Douglas Lane & Associates, LLC | 1,884 | $202.5K | 0.00% | +1,884 | New |
| First PREMIER Bank | 1,876 | $202.0K | 0.03% | −80−4.1% | Reduced |
| Peloton Wealth Strategists | 1,880 | $202.0K | 0.07% | +1,880 | New |
| Marks Wealth, LLC | 1,878 | $201.9K | 0.04% | +1,878 | New |
| Sweeney & Michel, LLC | 1,931 | $201.7K | 0.05% | +1,931 | New |
| Gryphon Financial Partners LLC | 1,873 | $201.4K | 0.02% | +1,873 | New |
| Cassady Wealth & Retirement Planning, LLC | 1,873 | $201.3K | 0.09% | 00.0% | Unchanged |
| Davidson Trust Co | 1,873 | $201.3K | 0.08% | +1,873 | New |
| Joule Financial, LLC | 1,869 | $201.0K | 0.05% | +1,869 | New |
| Aurora Private Wealth, Inc. | 1,867 | $201.0K | 0.13% | −1,592−46.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 2,039 | $200.6K | 0.02% | −51,961−96.2% | Reduced |
| RD Lewis Holdings, Inc. | 1,917 | $200.3K | 0.15% | +1,917 | New |
| LBMC Investment Advisors, LLC | 1,863 | $200.3K | 0.01% | +1,863 | New |