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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: 13 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
Fedenia Advisers LLC177$19.0K0.00%+177New
Frazier Financial Advisors, LLC176$18.9K0.01%−3−1.7%Reduced
Prosperity Bancshares Inc166$17.8K0.01%−499−75.0%Reduced
Abound Wealth Management165$17.8K0.00%−207−55.6%Reduced
Adkins Seale Capital Management LLC164$17.6K0.02%00.0%Unchanged
Cedar Mountain Advisors, LLC163$17.6K0.00%+14+9.4%Added
Atomic Invest LLC160$17.3K0.00%+5+3.2%Added
TD Capital Management LLC160$17.2K0.00%+2+1.3%Added
Crewe Advisors LLC156$16.8K0.00%+89+132.8%Added
Vanguard Advisers Inc156$16.8K0.00%+138+766.7%Added
Abound Financial, LLC154$16.6K0.01%00.0%Unchanged
CrossGen Wealth, LLC154$16.5K0.01%+3+2.0%Added
Morton Brown Family Wealth, LLC151$16.2K0.00%+7+4.9%Added
Key Capital Management, INC147$15.8K0.01%−180−55.0%Reduced
Prestige Wealth Management Group LLC147$15.8K0.00%+12+8.9%Added
J.Safra Asset Management Corp144$15.5K0.00%00.0%Unchanged
Hughes Financial Services, LLC141$15.2K0.00%+60+74.1%Added
BFSG, LLC140$15.1K0.00%−20−12.5%Reduced
Smallwood Wealth Investment Management, LLC139$14.9K0.01%+100+256.4%Added
Sunrise Financial Services, LLC137$14.7K0.01%00.0%Unchanged
WealthCollab, LLC135$14.5K0.01%+1+0.7%Added
Avalon Trust Co134$14.4K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC131$14.1K0.00%+37+39.4%Added
Capital Advisors, Ltd. LLC135$14.0K0.00%−284−67.8%Reduced
First Community Trust NA129$13.9K0.01%−1,000−88.6%Reduced
DB Fitzpatrick & Co, Inc129$13.9K0.01%00.0%Unchanged
Quest 10 Wealth Builders, Inc.126$13.5K0.01%+85+207.3%Added
Miller Global Investments, LLC116$12.5K0.01%00.0%Unchanged
Bay Harbor Wealth Management, LLC107$11.5K0.00%+32+42.7%Added
Cornerstone Financial Management LLC103$11.1K0.01%+45+77.6%Added
Provenance Wealth Advisors, LLC103$11.1K0.00%+103New
Strive Financial Group ,LLC101$10.8K0.00%+1+1.0%Added
Burkett Financial Services, LLC100$10.8K0.00%+2+2.0%Added
Atlantic Edge Private Wealth Management, LLC100$10.8K0.00%00.0%Unchanged
McMillan Office, Inc.100$10.8K0.00%00.0%Unchanged
Advantage Trust Co100$10.8K0.00%+100New
Stance Capital LLC100$10.8K0.00%+100New
Valued Wealth Advisors LLC100$10.7K0.00%+43+75.4%Added
Kilter Group LLC99$10.6K0.00%−24−19.5%Reduced
EFG International AG99$10.6K0.00%+29+41.4%Added
Kimelman & Baird, LLC98$10.6K0.00%−4−3.9%Reduced
High Note Wealth, LLC95$10.2K0.00%+28+41.8%Added
Gen-Wealth Partners Inc94$10.1K0.00%−42−30.9%Reduced
Private Wealth Management Group, LLC91$9.78K0.00%+6+7.1%Added
Sims Investment Management, LLC90$9.68K0.00%+90New
Rosenberg Matthew Hamilton89$9.57K0.00%−1−1.1%Reduced
Montgomery Financial Services LLC84$9.03K0.01%+84New
YANKCOM Partnership83$8.92K0.00%00.0%Unchanged
Northstar Asset Management LLC75$8.61K0.00%+75New
Dogwood Wealth Management LLC80$8.60K0.00%+19+31.1%Added
Olistico Wealth, LLC75$8.06K0.00%00.0%Unchanged
Evolution Advisers, Inc.79$8.00K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.74$7.97K0.00%+1+1.4%Added
Westfuller Advisors, LLC74$7.92K0.00%+1+1.4%Added
Eukles Asset Management73$7.85K0.00%00.0%Unchanged
Creative Capital Management Investments LLC71$7.63K0.00%+71New
Nalls Sherbakoff Group, LLC71$7.62K0.01%00.0%Unchanged
Gould Capital, LLC70$7.53K0.00%00.0%Unchanged
Bell Investment Advisors, Inc65$6.99K0.00%−10−13.3%Reduced
Field & Main Bank65$6.99K0.00%00.0%Unchanged
Thompson Investment Management, Inc.64$6.88K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.62$6.67K0.01%00.0%Unchanged
Mechanics Financial Corp60$6.45K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC60$6.45K0.00%00.0%Unchanged
McGuire Capital Advisors Inc60$6.45K0.00%00.0%Unchanged
Security National Bank of So Dak60$6.45K0.00%+60New
Principia Wealth Advisory, LLC51$5.48K0.00%+2+4.1%Added
Nvest Wealth Strategies, Inc.50$5.38K0.00%−50−50.0%Reduced
Carolina Wealth Advisors, LLC50$5.38K0.00%00.0%Unchanged
CGC Financial Services, LLC50$5.38K0.00%00.0%Unchanged
Centennial Bank50$5.38K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.50$5.38K0.00%00.0%Unchanged
Walsh & Associates, LLC50$5.38K0.00%00.0%Unchanged
RMG Wealth Management LLC51$5.30K0.00%−422−89.2%Reduced
HFM Investment Advisors, LLC48$5.16K0.00%−109−69.4%Reduced
Wall Street Access Asset Management, LLC48$5.16K0.00%00.0%Unchanged
Sankala Group LLC50$5.10K0.00%−25−33.3%Reduced
Hazlett, Burt & Watson, Inc.43$5.00K0.00%−849−95.2%Reduced
Brooklyn FI, LLC39$4.52K0.00%+39New
Financial Management Professionals, Inc.42$4.51K0.00%−4−8.7%Reduced
Networth Advisors, LLC41$4.41K0.00%+41New
Estabrook Capital Management40$4.30K0.00%00.0%Unchanged
Oakmont Advisory Group, LLC35$3.78K0.00%+35New
Luminist Capital LLC35$3.76K0.00%+35New
Newton One Investments LLC35$3.71K0.00%+1+2.9%Added
Front Row Advisors LLC35$3.65K0.00%00.0%Unchanged
Highland Investment Advisors LLC34$3.64K0.00%+34New
BOK Financial Private Wealth, Inc.32$3.44K0.00%+32New
Tripletail Wealth Management, LLC31$3.43K0.00%−14−31.1%Reduced
Chilton Capital Management LLC31$3.33K0.00%−250−89.0%Reduced
Retirement Wealth Solutions LLC30$3.23K0.00%+11+57.9%Added
Virginia Estate & Retirement Planning Advisors Inc.29$3.12K0.00%00.0%Unchanged
Mosley Wealth Management28$3.04K0.00%+9+47.4%Added
Fourth Dimension Wealth, LLC28$2.96K0.00%−152−84.4%Reduced
Harbor Investment Advisory, LLC25$2.69K0.00%−225−90.0%Reduced
MB, Levis & Associates, LLC25$2.69K0.00%00.0%Unchanged
Holos Integrated Wealth LLC22$2.46K0.00%00.0%Unchanged
Gleason Group, Inc.22$2.37K0.00%−140−86.4%Reduced
Boyd Watterson Asset Management LLC22$2.37K0.00%−29−56.9%Reduced
Torren Management, LLC22$2.37K0.00%00.0%Unchanged