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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 29,137 | $3.13M | 0.24% | −3,835−11.6% | Reduced |
| Leelyn Smith, LLC | 29,026 | $3.12M | 0.38% | +968+3.4% | Added |
| Benjamin Edwards Inc | 29,005 | $3.12M | 0.03% | −18,533−39.0% | Reduced |
| Savvy Advisors, Inc. | 28,898 | $3.11M | 0.07% | +7,815+37.1% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 28,880 | $3.10M | 0.07% | −54,777−65.5% | Reduced |
| Mather Group, LLC. | 28,864 | $3.10M | 0.03% | +2,770+10.6% | Added |
| Cresset Asset Management, LLC | 28,731 | $3.09M | 0.01% | +6,849+31.3% | Added |
| Perkins Coie Trust Co | 28,688 | $3.08M | 0.51% | −663−2.3% | Reduced |
| First National Bank of Omaha | 28,485 | $3.07M | 0.09% | −24,314−46.1% | Reduced |
| Icon Advisers Inc | 28,500 | $3.06M | 0.58% | +28,500 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 28,473 | $3.06M | 0.17% | +26,673+1,481.8% | Added |
| Pallas Capital Advisors LLC | 28,468 | $3.06M | 0.09% | +148+0.5% | Added |
| Loomis Sayles & Co L P | 28,375 | $3.05M | 0.00% | −85−0.3% | Reduced |
| Argyle Capital Management Inc. | 28,355 | $3.05M | 0.88% | +425+1.5% | Added |
| XML Financial, LLC | 28,260 | $3.04M | 0.22% | −293−1.0% | Reduced |
| Siemens Fonds Invest GmbH | 28,187 | $3.03M | 0.15% | +608+2.2% | Added |
| Convergence Investment Partners, LLC | 27,883 | $3.00M | 0.28% | +27,883 | New |
| Great Lakes Advisors, LLC | 27,793 | $2.99M | 0.02% | −2,397−7.9% | Reduced |
| Principal Securities, Inc. | 27,685 | $2.98M | 0.04% | +412+1.5% | Added |
| Global Retirement Partners, LLC | 27,613 | $2.97M | 0.05% | +27,613 | New |
| Bleakley Financial Group, LLC | 27,503 | $2.96M | 0.04% | +1,204+4.6% | Added |
| First Pacific Financial | 27,414 | $2.95M | 0.35% | −85−0.3% | Reduced |
| Armstrong Advisory Group, Inc | 27,371 | $2.94M | 0.18% | −7,162−20.7% | Reduced |
| Brighton Jones LLC | 27,262 | $2.93M | 0.05% | −3,853−12.4% | Reduced |
| Ostrum Asset Management | 26,919 | $2.89M | 0.14% | +3,967+17.3% | Added |
| Boomfish Wealth Group, LLC | 26,913 | $2.89M | 1.32% | +5,948+28.4% | Added |
| Guyasuta Investment Advisors Inc | 26,847 | $2.89M | 0.15% | −3,854−12.6% | Reduced |
| Old Second National Bank of Aurora | 26,819 | $2.88M | 0.54% | −42−0.2% | Reduced |
| Miller Financial Services LLC | 26,804 | $2.88M | 2.33% | −640−2.3% | Reduced |
| Cohen Klingenstein LLC | 26,741 | $2.87M | 0.08% | 00.0% | Unchanged |
| Twin Capital Management Inc | 26,694 | $2.87M | 0.31% | −186−0.7% | Reduced |
| Opus Investment Management Inc | 26,600 | $2.86M | 1.56% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 26,367 | $2.83M | 0.08% | +2,592+10.9% | Added |
| Daymark Wealth Partners, LLC | 26,337 | $2.83M | 0.07% | +10,483+66.1% | Added |
| Ascent Group, LLC | 26,244 | $2.82M | 0.08% | +870+3.4% | Added |
| Motco | 26,219 | $2.82M | 0.24% | −1,601−5.8% | Reduced |
| Jacobi Capital Management LLC | 26,141 | $2.81M | 0.14% | +93+0.4% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 26,140 | $2.81M | 1.50% | −946−3.5% | Reduced |
| Cypress Wealth Services, LLC | 26,106 | $2.81M | 0.35% | −170−0.6% | Reduced |
| Cardinal Capital Management | 26,066 | $2.80M | 0.34% | +180+0.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 26,039 | $2.80M | 0.13% | +732+2.9% | Added |
| Bourne Lent Asset Management Inc | 26,033 | $2.80M | 0.97% | +250+1.0% | Added |
| Resources Management Corp | 25,992 | $2.79M | 0.35% | −233−0.9% | Reduced |
| McAdam, LLC | 25,921 | $2.79M | 0.11% | +7,703+42.3% | Added |
| Valeo Financial Advisors, LLC | 25,900 | $2.78M | 0.06% | +1,208+4.9% | Added |
| Equitable Holdings, Inc. | 25,870 | $2.78M | 0.02% | −4,951−16.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 25,857 | $2.78M | 0.12% | −222−0.9% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 25,846 | $2.78M | 1.09% | +449+1.8% | Added |
| Advisors Capital Management, LLC | 25,791 | $2.77M | 0.03% | +1,000+4.0% | Added |
| Bokf, NA | 25,708 | $2.76M | 0.04% | +12,185+90.1% | Added |
| Destination Wealth Management | 25,651 | $2.76M | 0.06% | −2,685−9.5% | Reduced |
| Van Den Berg Management I, Inc | 25,554 | $2.75M | 0.58% | +361+1.4% | Added |
| Coastal Bridge Advisors, LLC | 25,540 | $2.75M | 0.17% | +25,540 | New |
| Natural Investments, LLC | 25,520 | $2.74M | 0.60% | −859−3.3% | Reduced |
| WBI Investments | 25,486 | $2.74M | 0.68% | +1,144+4.7% | Added |
| Kingswood Wealth Advisors, LLC | 25,421 | $2.73M | 0.11% | −673−2.6% | Reduced |
| Moss Adams Wealth Advisors LLC | 25,369 | $2.73M | 0.17% | +61+0.2% | Added |
| Empirical Finance, LLC | 25,287 | $2.72M | 0.11% | +876+3.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 25,169 | $2.71M | 0.09% | −100−0.4% | Reduced |
| Banque Cantonale Vaudoise | 25,135 | $2.70M | 0.11% | −679−2.6% | Reduced |
| Visionary Wealth Advisors | 25,024 | $2.69M | 0.11% | −369−1.5% | Reduced |
| Balyasny Asset Management LLC | 24,952 | $2.68M | 0.00% | +24,952 | New |
| Alerus Financial NA | 24,902 | $2.68M | 0.12% | +5,825+30.5% | Added |
| Tokio Marine Asset Management Co Ltd | 24,654 | $2.65M | 0.08% | +525+2.2% | Added |
| Atomi Financial Group, Inc. | 24,508 | $2.63M | 0.07% | +2,309+10.4% | Added |
| Mediolanum International Funds Ltd | 24,360 | $2.63M | 0.02% | +4,721+24.0% | Added |
| Fluent Financial, LLC | 24,390 | $2.62M | 0.94% | −30,067−55.2% | Reduced |
| Hennessy Advisors Inc | 24,100 | $2.59M | 0.08% | −700−2.8% | Reduced |
| Independent Investors Inc | 24,028 | $2.58M | 0.49% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 24,019 | $2.58M | 0.10% | +3,621+17.8% | Added |
| V-Square Quantitative Management LLC | 23,976 | $2.58M | 0.25% | +5,374+28.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,936 | $2.57M | 0.03% | +290+1.2% | Added |
| First Foundation Advisors | 23,873 | $2.57M | 0.09% | −12,588−34.5% | Reduced |
| Fairholme Capital Management LLC | 23,800 | $2.56M | 0.17% | +23,800 | New |
| Meridian Wealth Management, LLC | 23,785 | $2.56M | 0.08% | +201+0.9% | Added |
| Cowa, LLC | 23,646 | $2.54M | 0.64% | +1,914+8.8% | Added |
| EagleClaw Capital Managment, LLC | 23,543 | $2.53M | 0.34% | −3,970−14.4% | Reduced |
| Bailard, Inc. | 23,465 | $2.52M | 0.05% | +52+0.2% | Added |
| Bonness Enterprises Inc | 23,350 | $2.51M | 0.81% | +200+0.9% | Added |
| Te Ahumairangi Investment Management Ltd | 23,336 | $2.51M | 0.40% | −200−0.8% | Reduced |
| CFC Planning Co LLC | 23,279 | $2.50M | 1.48% | +2,632+12.7% | Added |
| Morningstar Investment Management LLC | 25,383 | $2.50M | 0.15% | 00.0% | Unchanged |
| Horizon Investments, LLC | 23,158 | $2.49M | 0.03% | −234−1.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 23,580 | $2.49M | 0.13% | +4,652+24.6% | Added |
| Buckingham Strategic Partners | 23,053 | $2.48M | 0.02% | −10,441−31.2% | Reduced |
| Tilson Financial Group, Inc. | 23,021 | $2.47M | 0.68% | +150+0.7% | Added |
| Benin Management CORP | 22,892 | $2.46M | 0.50% | −1,705−6.9% | Reduced |
| Pacitti Group Inc. | 22,850 | $2.46M | 0.78% | +2,345+11.4% | Added |
| Portside Wealth Group, LLC | 22,846 | $2.46M | 0.29% | −158−0.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 22,838 | $2.46M | 0.90% | +709+3.2% | Added |
| Measured Risk Portfolios, Inc. | 22,790 | $2.45M | 2.18% | −1,539−6.3% | Reduced |
| Cullen Investment Group, Ltd. | 22,762 | $2.45M | 0.30% | −5,941−20.7% | Reduced |
| Quadrant Capital Group LLC | 22,691 | $2.44M | 0.07% | −593−2.5% | Reduced |
| QTR Family Wealth, LLC | 22,678 | $2.44M | 0.85% | +94+0.4% | Added |
| Waters Parkerson & Co., LLC | 22,677 | $2.44M | 0.12% | −647−2.8% | Reduced |
| Dark Forest Capital Management LP | 22,596 | $2.43M | 0.16% | +22,596 | New |
| MUFG Securities Americas Inc. | 22,486 | $2.42M | 0.12% | +2,038+10.0% | Added |
| Manske Wealth Management | 22,425 | $2.41M | 0.60% | +465+2.1% | Added |
| Hillman Capital Management, Inc. | 22,316 | $2.40M | 1.74% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 22,084 | $2.37M | 0.06% | −212−1.0% | Reduced |