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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 521 | $56.0K | 0.02% | −11,418−95.6% | Reduced |
| TFC Financial Management | 520 | $55.9K | 0.01% | +9+1.8% | Added |
| Avion Wealth | 518 | $55.0K | 0.01% | +49+10.4% | Added |
| New England Capital Financial Advisors LLC | 500 | $53.8K | 0.01% | −27−5.1% | Reduced |
| Evelyn Partners Group Ltd | 495 | $53.2K | 0.00% | +495 | New |
| Millstone Evans Group, LLC | 485 | $52.1K | 0.03% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 484 | $52.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 468 | $50.3K | 0.00% | −7−1.5% | Reduced |
| Asset Dedication, LLC | 468 | $50.3K | 0.00% | +120+34.5% | Added |
| Quarry LP | 466 | $50.1K | 0.01% | −475−50.5% | Reduced |
| GW&K Investment Management, LLC | 466 | $50.0K | 0.00% | −3−0.6% | Reduced |
| Wolff Wiese Magana LLC | 462 | $49.7K | 0.02% | +7+1.5% | Added |
| BankPlus Trust Department | 446 | $47.9K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 445 | $47.8K | 0.00% | −200−31.0% | Reduced |
| Pacific Center for Financial Services | 425 | $45.7K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 425 | $45.7K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 420 | $45.2K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 416 | $44.7K | 0.02% | +1+0.2% | Added |
| Essex Investment Management Co LLC | 404 | $43.4K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 404 | $43.4K | 0.03% | −1,222−75.2% | Reduced |
| Vanguard National Trust Co | 401 | $43.1K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 402 | $43.0K | 0.01% | +95+30.9% | Added |
| Lloyd Advisory Services, LLC. | 387 | $41.6K | 0.02% | +376+3,418.2% | Added |
| Rialto Wealth Management, LLC | 381 | $41.0K | 0.01% | +30+8.5% | Added |
| Pinney & Scofield, Inc. | 379 | $40.7K | 0.02% | −13−3.3% | Reduced |
| Grove Bank & Trust | 379 | $40.7K | 0.00% | +126+49.8% | Added |
| Community Financial Services Group, LLC | 370 | $40.5K | 0.01% | +233+170.1% | Added |
| Graney & King, LLC | 375 | $40.3K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 364 | $39.1K | 0.01% | +186+104.5% | Added |
| DT Investment Partners, LLC | 357 | $38.4K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 355 | $38.2K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 353 | $37.9K | 0.01% | −3−0.8% | Reduced |
| Financial Network Wealth Advisors LLC | 350 | $37.6K | 0.04% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 350 | $37.6K | 0.02% | −55−13.6% | Reduced |
| CNB Bank | 345 | $37.1K | 0.01% | −96−21.8% | Reduced |
| Wilkerson Advisory Group LLC | 344 | $37.0K | 0.01% | +97+39.3% | Added |
| Pingora Partners LLC | 335 | $36.0K | 0.02% | 00.0% | Unchanged |
| S&T Bank | 334 | $35.9K | 0.01% | −120−26.4% | Reduced |
| Tidemark, LLC | 328 | $35.3K | 0.01% | +4+1.2% | Added |
| Pacifica Partners Inc. | 307 | $34.0K | 0.01% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 307 | $33.8K | 0.02% | +307 | New |
| Kingdom Financial Group LLC. | 314 | $33.8K | 0.01% | +303+2,754.5% | Added |
| Kemnay Advisory Services Inc. | 308 | $33.1K | 0.00% | +8+2.7% | Added |
| Financial Perspectives, Inc | 306 | $32.9K | 0.01% | +1+0.3% | Added |
| Albion Financial Group | 300 | $32.3K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 300 | $32.3K | 0.01% | 00.0% | Unchanged |
| Regatta Research & Money Management | 296 | $31.8K | 0.03% | +296 | New |
| Vision Retirement, LLC | 292 | $31.4K | 0.01% | −15−4.9% | Reduced |
| SJS Investment Consulting Inc. | 289 | $31.0K | 0.00% | −197−40.5% | Reduced |
| First Command Advisory Services, Inc. | 286 | $30.7K | 0.00% | +71+33.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 284 | $30.5K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 284 | $30.5K | 0.02% | 00.0% | Unchanged |
| Markowski Investments | 282 | $30.4K | 0.01% | +282 | New |
| Meeder Asset Management Inc | 281 | $30.2K | 0.00% | −20,617−98.7% | Reduced |
| TSFG, LLC | 276 | $30.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 277 | $29.8K | 0.01% | −816−74.7% | Reduced |
| Raffa Wealth Management, LLC | 275 | $29.6K | 0.00% | −1−0.4% | Reduced |
| SWAN Capital LLC | 274 | $29.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 274 | $29.5K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 270 | $29.0K | 0.01% | −9,062−97.1% | Reduced |
| Coston, McIsaac & Partners | 278 | $29.0K | 0.01% | +3+1.1% | Added |
| IMG Wealth Management, Inc. | 269 | $28.9K | 0.02% | +52+24.0% | Added |
| Insight Financial Services | 266 | $28.6K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 265 | $28.5K | 0.01% | −70−20.9% | Reduced |
| JPL Wealth Management, LLC | 256 | $27.5K | 0.01% | +53+26.1% | Added |
| Core Alternative Capital | 255 | $27.4K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 254 | $27.3K | 0.00% | −116−31.4% | Reduced |
| LOM Asset Management Ltd | 253 | $27.2K | 0.01% | −132−34.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 252 | $27.1K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 251 | $27.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 250 | $26.9K | 0.02% | 00.0% | Unchanged |
| XY Capital Ltd | 249 | $26.8K | 0.03% | +249 | New |
| Kennebec Savings Bank | 246 | $26.4K | 0.02% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 238 | $25.6K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 235 | $25.3K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 229 | $25.0K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 230 | $24.7K | 0.01% | +147+177.1% | Added |
| PlanVest Financial, Inc | 227 | $24.5K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 225 | $24.2K | 0.00% | +225 | New |
| JNBA Financial Advisors | 224 | $24.1K | 0.00% | −6−2.6% | Reduced |
| Salem Investment Counselors Inc | 217 | $23.3K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 215 | $23.1K | 0.05% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 213 | $22.9K | 0.01% | +67+45.9% | Added |
| Tiaa Trust, National Association | 212 | $22.8K | 0.00% | −73−25.6% | Reduced |
| Bayban | 209 | $22.5K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 204 | $22.0K | 0.00% | −10−4.7% | Reduced |
| Activest Wealth Management | 204 | $21.9K | 0.00% | −628−75.5% | Reduced |
| Byrne Asset Management LLC | 200 | $21.5K | 0.01% | −50−20.0% | Reduced |
| Security National Bank | 200 | $21.5K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $21.5K | 0.01% | +200 | New |
| Dunhill Financial, LLC | 199 | $21.5K | 0.00% | +38+23.6% | Added |
| LifeSteps Financial, Inc. | 196 | $21.1K | 0.01% | +196 | New |
| Stone House Investment Management, LLC | 192 | $20.6K | 0.00% | +150+357.1% | Added |
| Princeton Global Asset Management LLC | 190 | $20.4K | 0.00% | −275−59.1% | Reduced |
| Evolution Wealth Management Inc. | 189 | $20.4K | 0.01% | +2+1.1% | Added |
| Bare Financial Services, Inc | 184 | $19.8K | 0.00% | +147+397.3% | Added |
| Wellington-Altus USA Inc. | 201 | $19.8K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 181 | $19.5K | 0.01% | +60+49.6% | Added |
| West Branch Capital LLC | 180 | $19.4K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 180 | $19.3K | 0.01% | +1+0.6% | Added |