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 |
|---|---|---|---|---|---|
| Sovereign Financial Group, Inc. | 22,039 | $2.37M | 0.36% | −59−0.3% | Reduced |
| Osmosis Investment Management UK Ltd | 22,027 | $2.37M | 0.11% | −20,976−48.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 21,924 | $2.36M | 0.11% | −162−0.7% | Reduced |
| North Dakota State Investment Board | 21,826 | $2.35M | 0.10% | +563+2.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 21,748 | $2.34M | 0.06% | −5,854−21.2% | Reduced |
| Securian Asset Management, Inc | 19,839 | $2.34M | 0.08% | −155−0.8% | Reduced |
| Wedbush Securities Inc | 21,662 | $2.33M | 0.06% | −2,605−10.7% | Reduced |
| Klingenstein Fields & Co LP | 21,661 | $2.33M | 0.08% | −1,965−8.3% | Reduced |
| Parallel Advisors, LLC | 21,461 | $2.31M | 0.04% | +241+1.1% | Added |
| Exchange Traded Concepts, LLC | 21,451 | $2.31M | 0.01% | +4,643+27.6% | Added |
| Coldstream Capital Management Inc | 21,362 | $2.30M | 0.03% | −2,906−12.0% | Reduced |
| Investors Asset Management of Georgia Inc | 21,214 | $2.28M | 0.79% | +969+4.8% | Added |
| Abundance Wealth Counselors | 21,117 | $2.27M | 0.15% | +9,238+77.8% | Added |
| Promethium Advisors,llc | 21,060 | $2.26M | 1.09% | +10,820+105.7% | Added |
| NewEdge Wealth, LLC | 20,899 | $2.25M | 0.02% | +1,404+7.2% | Added |
| HBW Advisory Services LLC | 20,817 | $2.24M | 0.20% | +191+0.9% | Added |
| RFG Advisory, LLC | 20,739 | $2.23M | 0.03% | +4,714+29.4% | Added |
| Howard Capital Management Inc. | 20,573 | $2.21M | 0.03% | +17,932+679.0% | Added |
| P.A.W. Capital Corp | 20,530 | $2.21M | 1.69% | +20,530 | New |
| Christine Messmer PC | 20,397 | $2.19M | 1.24% | +979+5.0% | Added |
| Searle & Co. | 20,395 | $2.19M | 0.49% | +3,600+21.4% | Added |
| ProVise Management Group, LLC | 20,367 | $2.19M | 0.15% | +347+1.7% | Added |
| Washington Trust Advisors, Inc. | 20,298 | $2.18M | 0.16% | −959−4.5% | Reduced |
| Northwest & Ethical Investments L.P. | 20,208 | $2.17M | 0.05% | −20,511−50.4% | Reduced |
| Pavion Blue Capital, LLC | 20,198 | $2.17M | 0.87% | −251−1.2% | Reduced |
| Donaldson Capital Management, LLC | 20,165 | $2.17M | 0.06% | +2,214+12.3% | Added |
| We Are One Seven, LLC | 20,159 | $2.17M | 0.04% | +1,492+8.0% | Added |
| Horrell Capital Management, Inc. | 20,154 | $2.17M | 0.99% | −2,183−9.8% | Reduced |
| Liberty Wealth Management LLC | 20,932 | $2.16M | 0.27% | 00.0% | Unchanged |
| Summit Global Investments | 20,101 | $2.16M | 0.12% | −679−3.3% | Reduced |
| Stratos Wealth Partners, LTD. | 20,042 | $2.15M | 0.02% | −1,572−7.3% | Reduced |
| Advanced Asset Management Advisors Inc | 20,000 | $2.15M | 0.57% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 19,901 | $2.14M | 0.80% | +197+1.0% | Added |
| Vestcor Inc | 19,872 | $2.14M | 0.05% | 00.0% | Unchanged |
| DF Dent & Co Inc | 19,860 | $2.13M | 0.04% | +19,860 | New |
| One Capital Management, LLC | 21,684 | $2.13M | 0.06% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 19,669 | $2.11M | 0.32% | −5,398−21.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 18,988 | $2.10M | 0.05% | +7,066+59.3% | Added |
| E. Ohman J:or Asset Management AB | 19,426 | $2.09M | 0.05% | −5,700−22.7% | Reduced |
| CBOE Vest Financial, LLC | 19,297 | $2.07M | 0.02% | +309+1.6% | Added |
| Rodgers Brothers Inc. | 19,291 | $2.07M | 0.20% | −1,194−5.8% | Reduced |
| Pure Financial Advisors, Inc. | 19,267 | $2.07M | 0.03% | −85−0.4% | Reduced |
| Culbertson A N & Co Inc | 19,264 | $2.07M | 0.24% | −805−4.0% | Reduced |
| Fairview Capital Investment Management, LLC | 19,240 | $2.07M | 0.11% | −8,775−31.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 19,229 | $2.07M | 0.12% | −87−0.5% | Reduced |
| Trust Investment Advisors | 19,225 | $2.07M | 0.99% | +16,725+669.0% | Added |
| Investment Research Partners LLC | 19,187 | $2.06M | 0.70% | +578+3.1% | Added |
| Guidance Capital, Inc | 17,547 | $2.06M | 0.44% | −60−0.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 18,973 | $2.04M | 0.40% | +156+0.8% | Added |
| Change Path, LLC | 18,733 | $2.01M | 0.04% | −10,211−35.3% | Reduced |
| Ticino Wealth | 18,649 | $2.00M | 0.63% | +6,666+55.6% | Added |
| Harbour Investments, Inc. | 18,597 | $2.00M | 0.03% | −4,947−21.0% | Reduced |
| Prospera Financial Services Inc | 18,531 | $1.99M | 0.03% | −32,651−63.8% | Reduced |
| JT Stratford LLC | 18,447 | $1.98M | 0.22% | +2,781+17.8% | Added |
| Arnhold LLC | 18,370 | $1.97M | 0.14% | 00.0% | Unchanged |
| BLVD Private Wealth, LLC | 18,287 | $1.97M | 1.46% | +230+1.3% | Added |
| Cladis Investment Advisory, LLC | 18,271 | $1.96M | 0.92% | −1,299−6.6% | Reduced |
| Harvest Investment Services, LLC | 18,254 | $1.96M | 0.30% | −13−0.1% | Reduced |
| Pinnacle Associates Ltd | 18,123 | $1.95M | 0.02% | −1,269−6.5% | Reduced |
| Ignite Planners, LLC | 18,115 | $1.95M | 0.27% | +41+0.2% | Added |
| Alliance Private Wealth, LLC | 18,110 | $1.95M | 0.68% | +6,085+50.6% | Added |
| PEAK6 LLC | 18,031 | $1.94M | 0.05% | −23,213−56.3% | Reduced |
| Creative Financial Designs Inc | 17,987 | $1.93M | 0.09% | +1,352+8.1% | Added |
| Flavin Financial Services, Inc. | 17,965 | $1.93M | 1.10% | −91−0.5% | Reduced |
| Rehmann Capital Advisory Group | 17,897 | $1.92M | 0.09% | −892−4.7% | Reduced |
| Metis Global Partners, LLC | 17,900 | $1.92M | 0.04% | −3,152−15.0% | Reduced |
| Aspire Private Capital, LLC | 17,872 | $1.92M | 0.40% | −70.0% | Reduced |
| Summit Wealth Group LLC | 17,871 | $1.92M | 0.16% | +1,558+9.6% | Added |
| Wahed Invest LLC | 17,774 | $1.91M | 0.20% | −970−5.2% | Reduced |
| Schulhoff & Co Inc | 17,772 | $1.91M | 0.77% | −1,034−5.5% | Reduced |
| FLC Capital Advisors | 17,683 | $1.90M | 0.31% | −1,086−5.8% | Reduced |
| Clear Creek Financial Management, LLC | 17,654 | $1.90M | 0.12% | +94+0.5% | Added |
| SNS Financial Group, LLC | 17,641 | $1.90M | 0.04% | +10,854+159.9% | Added |
| Hodges Capital Management Inc. | 17,567 | $1.89M | 0.12% | −7,441−29.8% | Reduced |
| Arbor Capital Management Inc | 17,799 | $1.88M | 1.85% | −2,052−10.3% | Reduced |
| Royal Fund Management, LLC | 17,489 | $1.88M | 0.16% | +2,075+13.5% | Added |
| Avail Investment Partners, LLC | 17,477 | $1.88M | 1.45% | +650+3.9% | Added |
| Diversify Wealth Management, LLC | 16,616 | $1.88M | 0.03% | +468+2.9% | Added |
| Diversify Advisory Services, LLC | 16,616 | $1.88M | 0.03% | +9,213+124.4% | Added |
| CAPROCK Group, Inc. | 17,427 | $1.87M | 0.04% | +17,427 | New |
| Charter Trust Co | 17,417 | $1.87M | 0.10% | −2,664−13.3% | Reduced |
| GHP Investment Advisors, Inc. | 17,350 | $1.87M | 0.07% | +1,518+9.6% | Added |
| Sculati Wealth Management, LLC | 15,842 | $1.86M | 0.62% | +155+1.0% | Added |
| Richard W. Paul & Associates, LLC | 17,286 | $1.86M | 0.57% | +1,813+11.7% | Added |
| Rothschild Investment LLC | 17,266 | $1.86M | 0.07% | +4,919+39.8% | Added |
| Clean Yield Group | 17,228 | $1.85M | 0.46% | +3,723+27.6% | Added |
| Beacon Investment Advisors LLC | 17,196 | $1.85M | 0.58% | −157−0.9% | Reduced |
| Strengthening Families & Communities, LLC | 17,149 | $1.84M | 0.41% | +562+3.4% | Added |
| Arq Wealth Advisors, LLC | 15,856 | $1.84M | 0.23% | −3,256−17.0% | Reduced |
| Cornerstone Wealth Management, LLC | 17,082 | $1.84M | 0.08% | +150+0.9% | Added |
| BIP Wealth, LLC | 17,030 | $1.83M | 0.05% | +148+0.9% | Added |
| Harvest Investment Advisors, LLC | 16,992 | $1.83M | 0.91% | +50+0.3% | Added |
| Intrepid Capital Management Inc | 16,936 | $1.82M | 0.65% | +16,936 | New |
| North Star Investment Management Corp. | 16,930 | $1.82M | 0.10% | +379+2.3% | Added |
| Umb Bank N A | 16,874 | $1.81M | 0.02% | −1,203−6.7% | Reduced |
| KCM Investment Advisors LLC | 16,846 | $1.81M | 0.05% | −333−1.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16,784 | $1.80M | 0.52% | −10.0% | Reduced |
| Ridgewood Investments LLC | 16,736 | $1.80M | 0.67% | +929+5.9% | Added |
| Center for Wealth Management Advisory | 16,672 | $1.79M | 1.13% | +764+4.8% | Added |
| Tweedy, Browne Co LLC | 16,630 | $1.79M | 0.14% | +1,115+7.2% | Added |