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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1,855 | $199.4K | 0.05% | +131+7.6% | Added |
| Bullock Wealth Management Group | 1,819 | $199.2K | 0.09% | +24+1.3% | Added |
| Gables Capital Management Inc. | 1,830 | $196.7K | 0.07% | +1,830 | New |
| Glen Eagle Advisors, LLC | 1,816 | $195.2K | 0.02% | +514+39.5% | Added |
| Country Trust Bank | 1,797 | $193.2K | 0.00% | +46+2.6% | Added |
| Trust Co | 1,787 | $192.1K | 0.02% | +322+22.0% | Added |
| Curat Global, LLC | 1,200 | $192.1K | 0.16% | −600−33.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,781 | $191.5K | 0.04% | +304+20.6% | Added |
| Tanglewood Legacy Advisors, LLC | 1,734 | $186.4K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,705 | $183.3K | 0.00% | +21+1.2% | Added |
| Oakworth Capital, Inc. | 1,667 | $181.7K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,646 | $177.0K | 0.06% | +914+124.9% | Added |
| Cape Investment Advisory, Inc. | 1,633 | $175.5K | 0.05% | +1,633 | New |
| Ameriflex Group, Inc. | 1,608 | $172.9K | 0.07% | −66−3.9% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,569 | $168.7K | 0.05% | +105+7.2% | Added |
| Pinnacle Holdings, LLC | 1,545 | $166.1K | 0.05% | +600+63.5% | Added |
| Wolverine Asset Management LLC | 1,534 | $164.9K | 0.00% | −2,132−58.2% | Reduced |
| LGT Financial Advisors LLC | 1,500 | $161.3K | 0.85% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,449 | $155.8K | 0.07% | +376+35.0% | Added |
| Basecamp Wealth Advisors LLC | 1,406 | $151.2K | 0.03% | −130−8.5% | Reduced |
| West Paces Advisors Inc. | 1,378 | $148.1K | 0.02% | +1,378 | New |
| Limestone Investment Advisors LP | 1,357 | $145.9K | 0.07% | +520+62.1% | Added |
| Richardson Financial Services Inc. | 1,350 | $145.1K | 0.08% | −10−0.7% | Reduced |
| Capital Analysts, LLC | 1,346 | $144.0K | 0.00% | −2−0.1% | Reduced |
| Granite FO LLC | 1,300 | $139.8K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,296 | $139.0K | 0.04% | 00.0% | Unchanged |
| Eastern Bank | 1,266 | $136.1K | 0.00% | −30−2.3% | Reduced |
| Broadwater Capital Management LLC | 1,255 | $134.9K | 0.10% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,250 | $134.4K | 0.04% | +200+19.0% | Added |
| TIAA Wealth Investment Management LLC | 1,241 | $133.4K | 0.00% | +154+14.2% | Added |
| Covestor Ltd | 1,243 | $133.0K | 0.08% | +388+45.4% | Added |
| Legacy Bridge, LLC | 1,229 | $132.1K | 0.04% | 00.0% | Unchanged |
| Union Savings Bank | 1,214 | $130.5K | 0.05% | −100−7.6% | Reduced |
| AdvisorNet Financial, Inc | 1,198 | $128.8K | 0.01% | +34+2.9% | Added |
| Concord Wealth Partners | 1,184 | $127.3K | 0.01% | +1,184 | New |
| NBH Bank | 1,155 | $124.2K | 0.05% | +1,155 | New |
| Nemes Rush Group LLC | 1,121 | $120.5K | 0.01% | +1,055+1,598.5% | Added |
| Highline Wealth Partners LLC | 1,102 | $118.4K | 0.02% | −550−33.3% | Reduced |
| SHP Wealth Management | 1,095 | $117.8K | 0.01% | +48+4.6% | Added |
| Pinnacle Bancorp, Inc. | 1,058 | $113.7K | 0.03% | −186−15.0% | Reduced |
| American Capital Advisory, LLC | 1,056 | $113.5K | 0.04% | +32+3.1% | Added |
| Ni Acquisitions Company, LLC | 1,052 | $113.1K | 0.05% | +1,052 | New |
| St Germain D J Co Inc | 1,011 | $108.7K | 0.00% | −420−29.4% | Reduced |
| Raleigh Capital Management Inc. | 991 | $106.6K | 0.03% | −21−2.1% | Reduced |
| Proffitt & Goodson Inc | 990 | $106.4K | 0.01% | +990 | New |
| Silvant Capital Management LLC | 958 | $103.0K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 933 | $100.3K | 0.01% | −1,540−62.3% | Reduced |
| Paradigm Asset Management Co LLC | 924 | $99.3K | 0.02% | −900−49.3% | Reduced |
| Banque Transatlantique SA | 920 | $98.9K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 917 | $98.6K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 915 | $98.4K | 0.06% | +284+45.0% | Added |
| Zions Bancorporation, National Association | 914 | $98.3K | 0.01% | +8+0.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 900 | $97.0K | 0.00% | 00.0% | Unchanged |
| First National Bank | 900 | $96.8K | 0.04% | +900 | New |
| Wealth Enhancement Trust Services, Inc. | 871 | $93.6K | 0.01% | +193+28.5% | Added |
| Crews Bank & Trust | 858 | $92.2K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 856 | $92.0K | 0.02% | −74−8.0% | Reduced |
| UMA Financial Services, Inc. | 855 | $91.9K | 0.01% | −281−24.7% | Reduced |
| MidFirst Bank | 844 | $90.7K | 0.01% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 840 | $90.3K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 832 | $89.4K | 0.01% | +52+6.7% | Added |
| Plante Moran Financial Advisors, LLC | 812 | $87.3K | 0.00% | +6+0.7% | Added |
| MTM Investment Management, LLC | 811 | $87.2K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 807 | $86.8K | 0.02% | +102+14.5% | Added |
| Bogart Wealth, LLC | 807 | $86.7K | 0.00% | +49+6.5% | Added |
| Ankerstar Wealth, LLC | 787 | $84.7K | 0.07% | +8+1.0% | Added |
| Owl Creek Wealth Partners LLC | 785 | $84.4K | 0.02% | −3−0.4% | Reduced |
| Winch Advisory Services, LLC | 782 | $84.0K | 0.02% | +262+50.4% | Added |
| Toth Financial Advisory Corp | 771 | $82.9K | 0.01% | −7−0.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 761 | $81.8K | 0.01% | −70−8.4% | Reduced |
| General Partner, Inc. | 745 | $80.1K | 0.04% | 00.0% | Unchanged |
| Adirondack Trust Co | 722 | $77.6K | 0.02% | −103−12.5% | Reduced |
| Quaker Wealth Management, LLC | 721 | $77.5K | 0.02% | −147−16.9% | Reduced |
| Planning Strategies Inc. | 706 | $75.9K | 0.05% | +706 | New |
| Rossby Financial, LCC | 704 | $75.7K | 0.01% | −183−20.6% | Reduced |
| Davis Capital Management | 704 | $75.7K | 0.04% | −143−16.9% | Reduced |
| Joseph Group Capital Management | 691 | $74.3K | 0.02% | −156−18.4% | Reduced |
| Gill Capital Partners, LLC | 681 | $73.2K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 677 | $72.8K | 0.01% | +1+0.1% | Added |
| Redwood Park Advisors LLC | 669 | $71.9K | 0.05% | +8+1.2% | Added |
| IAG Wealth Partners, LLC | 640 | $68.8K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 653 | $68.5K | 0.02% | +553+553.0% | Added |
| Monetary Solutions, Ltd | 635 | $68.3K | 0.06% | 00.0% | Unchanged |
| TrustBank | 615 | $66.1K | 0.02% | −509−45.3% | Reduced |
| Bard Associates Inc | 613 | $65.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 608 | $65.4K | 0.01% | −206−25.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 600 | $64.5K | 0.00% | −85−12.4% | Reduced |
| Signature Equity Partners, LLC | 584 | $62.8K | 0.03% | −1,151−66.3% | Reduced |
| Marquette Asset Management, LLC | 582 | $62.6K | 0.01% | −65−10.0% | Reduced |
| Salomon & Ludwin, LLC | 570 | $62.4K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 580 | $62.4K | 0.04% | −293−33.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 580 | $62.4K | 0.00% | −90−13.4% | Reduced |
| Clark Wealth Partners | 567 | $60.9K | 0.03% | +8+1.4% | Added |
| Keating Financial Advisory Services, Inc. | 564 | $60.6K | 0.01% | +155+37.9% | Added |
| Webster Bank, N. A. | 563 | $60.5K | 0.01% | −469−45.4% | Reduced |
| Fortitude Family Office, LLC | 548 | $58.9K | 0.01% | +299+120.1% | Added |
| Tompkins Financial Corp | 547 | $58.8K | 0.00% | −94−14.7% | Reduced |
| Medallion Wealth Advisors, LLC | 544 | $58.5K | 0.02% | +72+15.3% | Added |
| Silver Grove Financial Group, Inc. | 531 | $57.1K | 0.03% | +531 | New |
| MRP Capital Investments, LLC | 525 | $56.4K | 0.04% | +525 | New |