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
- 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 |
|---|---|---|---|---|---|
| Jain Global LLC | 41,687 | $4.48M | 0.05% | +41,687 | New |
| First National Trust Co | 41,288 | $4.44M | 0.15% | −8,379−16.9% | Reduced |
| Hartford Investment Management Co | 41,248 | $4.43M | 0.13% | −734−1.7% | Reduced |
| Kessler Investment Group, LLC | 41,202 | $4.43M | 1.89% | +41,202 | New |
| Thrivent Financial for Lutherans | 41,042 | $4.41M | 0.01% | −6,720−14.1% | Reduced |
| Atria Investments LLC | 40,893 | $4.40M | 0.04% | +1,309+3.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 40,349 | $4.34M | 0.62% | +1,162+3.0% | Added |
| Maryland State Retirement & Pension System | 40,231 | $4.32M | 0.07% | +3,736+10.2% | Added |
| Builder Investment Group Inc | 40,111 | $4.31M | 0.85% | −200−0.5% | Reduced |
| IHT Wealth Management, LLC | 40,065 | $4.31M | 0.09% | +4,591+12.9% | Added |
| Nicholas Hoffman & Company, LLC. | 40,057 | $4.31M | 0.09% | +15,401+62.5% | Added |
| Summit Trail Advisors, LLC | 39,909 | $4.29M | 0.05% | +2,596+7.0% | Added |
| Highland Capital Management, LLC | 39,512 | $4.25M | 0.20% | −140−0.4% | Reduced |
| Providence Capital Advisors, LLC | 39,181 | $4.21M | 0.64% | −135−0.3% | Reduced |
| Stolper Co | 39,135 | $4.21M | 1.09% | +26,954+221.3% | Added |
| Welch & Forbes LLC | 39,102 | $4.20M | 0.05% | −2,149−5.2% | Reduced |
| Omers Administration Corp | 39,050 | $4.20M | 0.03% | −3,701−8.7% | Reduced |
| Park Avenue Securities LLC | 39,030 | $4.20M | 0.03% | −233−0.6% | Reduced |
| Americana Partners, LLC | 38,487 | $4.14M | 0.09% | +13,588+54.6% | Added |
| Integrated Wealth Concepts LLC | 38,425 | $4.13M | 0.03% | −5,366−12.3% | Reduced |
| Butensky & Cohen Financial Security, Inc | 38,387 | $4.13M | 1.02% | +637+1.7% | Added |
| OneAscent Financial Services LLC | 38,335 | $4.12M | 0.20% | +36,271+1,757.3% | Added |
| Louisiana State Employees Retirement System | 38,200 | $4.11M | 0.06% | +500+1.3% | Added |
| Harvest Portfolios Group Inc. | 37,995 | $4.08M | 0.06% | +6,193+19.5% | Added |
| JB Capital LLC | 37,540 | $4.04M | 0.14% | +1,337+3.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 37,464 | $4.03M | 0.81% | −127−0.3% | Reduced |
| Verdence Capital Advisors LLC | 37,362 | $4.02M | 0.21% | −446−1.2% | Reduced |
| Gilbert & Cook, Inc. | 36,807 | $3.96M | 0.46% | −975−2.6% | Reduced |
| New Mexico Educational Retirement Board | 36,762 | $3.95M | 0.10% | +2,600+7.6% | Added |
| Summit Financial, LLC | 36,663 | $3.94M | 0.04% | +1,227+3.5% | Added |
| Stanley-Laman Group, Ltd. | 36,648 | $3.94M | 0.40% | −700−1.9% | Reduced |
| Prudential PLC | 36,618 | $3.94M | 0.03% | −4,448−10.8% | Reduced |
| Palouse Capital Management, Inc. | 36,610 | $3.94M | 2.45% | −3,179−8.0% | Reduced |
| Columbia Asset Management | 36,270 | $3.90M | 0.68% | −3,100−7.9% | Reduced |
| Frank, Rimerman Advisors LLC | 36,264 | $3.90M | 0.22% | −635−1.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 35,983 | $3.87M | 0.07% | −712−1.9% | Reduced |
| Vontobel Holding Ltd. | 35,916 | $3.86M | 0.01% | −4,018−10.1% | Reduced |
| Sovereign's Capital Management, LLC | 35,834 | $3.85M | 2.57% | −441−1.2% | Reduced |
| Rayburn West Financial Services LLC | 35,815 | $3.85M | 2.12% | +93+0.3% | Added |
| Burnham & Co LLC | 35,746 | $3.84M | 3.10% | +35,746 | New |
| Ashton Thomas Private Wealth, LLC | 35,625 | $3.83M | 0.08% | +157+0.4% | Added |
| Truvestments Capital LLC | 35,549 | $3.82M | 0.57% | −1,832−4.9% | Reduced |
| Squarepoint Ops LLC | 35,497 | $3.82M | 0.01% | +9,586+37.0% | Added |
| Laurel Wealth Advisors LLC | 35,068 | $3.77M | 0.36% | +671+2.0% | Added |
| Apollon Wealth Management, LLC | 34,766 | $3.74M | 0.05% | +6,372+22.4% | Added |
| Perigon Wealth Management, LLC | 34,737 | $3.73M | 0.06% | −1,015−2.8% | Reduced |
| Grimes & Company, Inc. | 34,606 | $3.72M | 0.08% | +690+2.0% | Added |
| Legato Capital Management LLC | 34,513 | $3.71M | 0.31% | −2,487−6.7% | Reduced |
| Bank of New Hampshire | 34,492 | $3.71M | 0.77% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 34,433 | $3.70M | 0.13% | +3,280+10.5% | Added |
| Shelton Capital Management | 34,268 | $3.68M | 0.07% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 34,251 | $3.68M | 0.25% | +4,640+15.7% | Added |
| Dakota Wealth Management | 34,194 | $3.68M | 0.07% | +26,038+319.2% | Added |
| Sigma Planning Corp | 33,991 | $3.65M | 0.09% | −2,731−7.4% | Reduced |
| PDS Planning, Inc | 33,969 | $3.65M | 0.21% | −119−0.3% | Reduced |
| Csenge Advisory Group | 33,951 | $3.65M | 0.15% | +2,176+6.8% | Added |
| CMG Global Holdings, LLC | 33,817 | $3.64M | 1.54% | +1,696+5.3% | Added |
| OmniStar Financial Group, Inc. | 33,695 | $3.62M | 1.67% | +2,552+8.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 33,485 | $3.60M | 0.39% | −54,788−62.1% | Reduced |
| Vinva Investment Management Ltd | 33,289 | $3.60M | 0.02% | +5,338+19.1% | Added |
| Texas Yale Capital Corp. | 33,328 | $3.58M | 0.08% | 00.0% | Unchanged |
| Morton Community Bank | 33,270 | $3.58M | 0.73% | +1,443+4.5% | Added |
| Perryman Financial Advisory Inc | 33,209 | $3.57M | 0.48% | +2,258+7.3% | Added |
| Woodstock Corp | 33,189 | $3.57M | 0.30% | −275−0.8% | Reduced |
| Cohen Investment Advisors LLC | 32,489 | $3.49M | 1.57% | +522+1.6% | Added |
| Capital Square, LLC | 30,877 | $3.47M | 1.53% | −3,362−9.8% | Reduced |
| Baker Avenue Asset Management, LP | 32,142 | $3.46M | 0.07% | +464+1.5% | Added |
| Fiduciary Alliance LLC | 32,132 | $3.45M | 0.23% | +12,011+59.7% | Added |
| Iowa State Bank | 32,060 | $3.45M | 0.58% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 32,036 | $3.44M | 0.79% | +578+1.8% | Added |
| Emerald Investment Advisers, LLC | 31,883 | $3.43M | 0.23% | −504−1.6% | Reduced |
| Keating Investment Counselors Inc | 31,832 | $3.42M | 0.94% | −400−1.2% | Reduced |
| Mfg Wealth Management, Inc. | 31,554 | $3.39M | 2.43% | +118+0.4% | Added |
| Community Bank, N.A. | 31,554 | $3.39M | 0.37% | −514−1.6% | Reduced |
| Econ Financial Services Corp | 31,499 | $3.39M | 1.58% | +758+2.5% | Added |
| Kestra Investment Management, LLC | 31,426 | $3.38M | 0.07% | +5,255+20.1% | Added |
| Redmond Asset Management, LLC | 31,373 | $3.37M | 0.84% | −464−1.5% | Reduced |
| Fisher Funds Management LTD | 31,258 | $3.36M | 0.10% | 00.0% | Unchanged |
| Udine Wealth Management, Inc. | 31,207 | $3.35M | 1.40% | +378+1.2% | Added |
| L2 Asset Management, LLC | 31,099 | $3.34M | 0.35% | +27,067+671.3% | Added |
| Borer Denton & Associates, Inc. | 30,979 | $3.33M | 1.09% | +3,741+13.7% | Added |
| Collar Capital Management, LLC | 30,920 | $3.32M | 1.96% | −537−1.7% | Reduced |
| Ancora Advisors, LLC | 30,894 | $3.32M | 0.06% | −2,052−6.2% | Reduced |
| Centaurus Financial, Inc. | 30,882 | $3.32M | 0.13% | +649+2.1% | Added |
| Rench Wealth Management, Inc. | 30,759 | $3.31M | 0.89% | −177−0.6% | Reduced |
| Elyxium Wealth, LLC | 30,558 | $3.29M | 0.35% | +30,558 | New |
| Gladstone Institutional Advisory LLC | 30,385 | $3.27M | 0.10% | +375+1.2% | Added |
| First Manhattan Co | 30,380 | $3.27M | 0.01% | −9,212−23.3% | Reduced |
| William Allan, LLC | 30,326 | $3.26M | 1.59% | −99−0.3% | Reduced |
| First Dallas Securities Inc. | 29,915 | $3.22M | 1.06% | +81+0.3% | Added |
| Capital Investment Counsel, Inc | 29,893 | $3.21M | 0.35% | −266−0.9% | Reduced |
| Clearstead Advisors, LLC | 29,701 | $3.19M | 0.03% | +80.0% | Added |
| Kornitzer Capital Management Inc | 29,689 | $3.19M | 0.07% | −1,895−6.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 29,663 | $3.19M | 0.07% | +315+1.1% | Added |
| Capital Investment Counsel, LLC | 29,555 | $3.18M | 0.39% | +682+2.4% | Added |
| Kingsview Wealth Management, LLC | 29,508 | $3.17M | 0.04% | +778+2.7% | Added |
| GeoWealth Management, LLC | 29,242 | $3.14M | 0.10% | +25,178+619.5% | Added |
| MUFG Securities EMEA plc | 29,222 | $3.14M | 0.03% | −1,073−3.5% | Reduced |
| Iams Wealth Management, LLC | 29,202 | $3.14M | 0.95% | −11,645−28.5% | Reduced |
| Catalytic Wealth RIA, LLC | 29,185 | $3.14M | 0.18% | +22,569+341.1% | Added |