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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 16,624 | $1.79M | 0.07% | +3,722+28.8% | Added |
| Heartwood Wealth Advisors LLC | 16,582 | $1.78M | 0.14% | +1,568+10.4% | Added |
| Axxcess Wealth Management, LLC | 16,517 | $1.78M | 0.03% | +7,893+91.5% | Added |
| Uniplan Investment Counsel, Inc. | 16,515 | $1.78M | 0.17% | +7,932+92.4% | Added |
| Independent Financial Group, LLC | 16,507 | $1.77M | 0.03% | −235−1.4% | Reduced |
| Hedges Asset Management LLC | 16,500 | $1.77M | 1.16% | +16,500 | New |
| Independence Bank of Kentucky | 16,456 | $1.77M | 0.20% | −923−5.3% | Reduced |
| Sagespring Wealth Partners, LLC | 16,430 | $1.77M | 0.03% | +517+3.2% | Added |
| Argent Advisors, Inc. | 16,417 | $1.76M | 0.44% | +691+4.4% | Added |
| Ritholtz Wealth Management | 16,395 | $1.76M | 0.03% | −5,666−25.7% | Reduced |
| LongView Wealth Management | 16,356 | $1.76M | 0.45% | −325−1.9% | Reduced |
| Mendel Money Management | 16,233 | $1.75M | 0.64% | +1,613+11.0% | Added |
| Quantitative Investment Management, LLC | 16,220 | $1.74M | 0.19% | −5,966−26.9% | Reduced |
| Geneos Wealth Management Inc. | 16,137 | $1.73M | 0.04% | +501+3.2% | Added |
| LMR Partners LLP | 16,135 | $1.73M | 0.01% | +16,135 | New |
| Tower Research Capital LLC (TRC) | 15,957 | $1.72M | 0.04% | +10,942+218.2% | Added |
| First Horizon Corp | 15,955 | $1.72M | 0.07% | +768+5.1% | Added |
| Capital Financial Group Inc | 15,879 | $1.71M | 0.89% | +2,053+14.8% | Added |
| NBT Bank N A | 15,877 | $1.71M | 0.11% | −335−2.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 15,870 | $1.71M | 0.02% | +2,150+15.7% | Added |
| Telos Capital Management, Inc. | 15,863 | $1.71M | 0.15% | −450−2.8% | Reduced |
| Green Square Capital Advisors LLC | 15,837 | $1.70M | 0.16% | +394+2.6% | Added |
| Maltin Wealth Management, Inc. | 15,767 | $1.69M | 0.57% | +30.0% | Added |
| Weiss Asset Management LP | 15,736 | $1.69M | 0.02% | +15,736 | New |
| NWM Advisors, LLC | 15,718 | $1.69M | 1.33% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 15,714 | $1.69M | 1.23% | −167−1.1% | Reduced |
| DV Trading LLC | 15,683 | $1.69M | 0.14% | +5,348+51.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,662 | $1.68M | 0.08% | −22,014−58.4% | Reduced |
| Zullo Investment Group, Inc. | 15,505 | $1.67M | 0.57% | −119−0.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,429 | $1.66M | 0.07% | −153−1.0% | Reduced |
| Old Port Advisors | 15,407 | $1.66M | 0.33% | −336−2.1% | Reduced |
| Choate Investment Advisors | 15,367 | $1.65M | 0.03% | −4,197−21.5% | Reduced |
| Hantz Financial Services, Inc. | 15,357 | $1.65M | 0.02% | −70.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,262 | $1.64M | 0.02% | −485−3.1% | Reduced |
| Heritage Trust Co | 15,188 | $1.63M | 0.14% | +722+5.0% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 15,135 | $1.63M | 0.01% | +6,217+69.7% | Added |
| RM Financial Services, LLC | 15,025 | $1.62M | 1.20% | +20.0% | Added |
| American Assets Investment Management, LLC | 15,000 | $1.61M | 0.10% | 00.0% | Unchanged |
| Marion Wealth Management | 14,946 | $1.61M | 0.33% | −2,949−16.5% | Reduced |
| Bluebird Wealth Management LLC | 14,935 | $1.61M | 1.39% | −641−4.1% | Reduced |
| Tradition Wealth Management, LLC | 14,926 | $1.60M | 0.10% | +37+0.2% | Added |
| Sawyer & Company, Inc | 14,919 | $1.60M | 0.54% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 14,917 | $1.60M | 0.10% | −6,309−29.7% | Reduced |
| Postrock Partners LLC | 14,916 | $1.60M | 0.65% | 00.0% | Unchanged |
| Shrier Wealth Management, LLC | 14,908 | $1.60M | 0.54% | +151+1.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,846 | $1.60M | 0.07% | +212+1.4% | Added |
| Auxier Asset Management | 14,809 | $1.59M | 0.21% | −341−2.3% | Reduced |
| Cherokee Insurance Co | 14,800 | $1.59M | 0.61% | 00.0% | Unchanged |
| Elgethun Capital Management | 14,677 | $1.58M | 0.22% | +5,826+65.8% | Added |
| Waller Financial Planning Group, Inc | 14,665 | $1.58M | 0.32% | +969+7.1% | Added |
| Stock Yards Bank & Trust Co | 14,577 | $1.57M | 0.04% | +1,247+9.4% | Added |
| Kinneret Advisory, LLC | 14,535 | $1.56M | 0.13% | 00.0% | Unchanged |
| Vericrest Private Wealth | 1,806 | $1.55M | 1.38% | −12,591−87.5% | Reduced |
| Tema ETFs LLC | 14,367 | $1.54M | 0.05% | +1,305+10.0% | Added |
| Green Ridge Wealth Planning LLC | 14,322 | $1.54M | 0.65% | −40.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 14,307 | $1.54M | 0.04% | +1,587+12.5% | Added |
| Meeder Advisory Services, Inc. | 14,217 | $1.53M | 0.06% | +2,600+22.4% | Added |
| McDonald Partners LLC | 14,207 | $1.53M | 0.37% | −119−0.8% | Reduced |
| Ceera Investments, LLC | 14,160 | $1.52M | 0.65% | +1,672+13.4% | Added |
| Associated Banc-Corp | 14,129 | $1.52M | 0.04% | −1,546−9.9% | Reduced |
| Azzad Asset Management Inc | 14,041 | $1.51M | 0.13% | +10,321+277.4% | Added |
| Ethic Inc. | 13,993 | $1.50M | 0.02% | +6,097+77.2% | Added |
| Probity Advisors, Inc. | 13,957 | $1.50M | 0.21% | −246−1.7% | Reduced |
| Stiles Financial Services Inc | 13,931 | $1.50M | 0.38% | +898+6.9% | Added |
| Cary Street Partners Financial LLC | 13,873 | $1.49M | 0.03% | +1,420+11.4% | Added |
| Thomasville National Bank | 13,853 | $1.49M | 0.08% | +13,853 | New |
| Cascade Investment Advisors, Inc. | 13,851 | $1.49M | 0.81% | −40−0.3% | Reduced |
| Mission Wealth Management, LP | 13,828 | $1.49M | 0.02% | +6,018+77.1% | Added |
| State of Wyoming | 13,787 | $1.48M | 0.15% | +8,224+147.8% | Added |
| Bradley Foster & Sargent Inc | 13,775 | $1.48M | 0.02% | −1,102−7.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 13,763 | $1.48M | 0.01% | −5,510−28.6% | Reduced |
| TD Waterhouse Canada Inc. | 13,464 | $1.48M | 0.00% | −15,777−54.0% | Reduced |
| Transcend Wealth Collective, LLC | 13,711 | $1.47M | 0.10% | +8,092+144.0% | Added |
| EverSource Wealth Advisors, LLC | 13,637 | $1.47M | 0.05% | −2,754−16.8% | Reduced |
| Advance Capital Management, Inc. | 13,621 | $1.46M | 0.05% | +6,764+98.6% | Added |
| Aptus Capital Advisors, LLC | 13,598 | $1.46M | 0.01% | −379−2.7% | Reduced |
| Horst & Graben Wealth Management LLC | 13,317 | $1.46M | 0.19% | +8+0.1% | Added |
| Corbyn Investment Management Inc | 13,555 | $1.46M | 0.42% | −17−0.1% | Reduced |
| Hilltop Holdings Inc. | 13,534 | $1.45M | 0.12% | −614−4.3% | Reduced |
| Arete Wealth Advisors, LLC | 13,509 | $1.45M | 0.10% | −3,489−20.5% | Reduced |
| Perpetual Ltd | 13,507 | $1.45M | 0.02% | −4,568−25.3% | Reduced |
| La Banque Postale Asset Management SA | 13,497 | $1.45M | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 13,481 | $1.45M | 0.06% | −2,947−17.9% | Reduced |
| Integrity Advisory Solutions, LLC | 13,465 | $1.45M | 0.15% | +332+2.5% | Added |
| Flagship Harbor Advisors, LLC | 13,449 | $1.45M | 0.06% | +187+1.4% | Added |
| Icon Wealth Advisors, LLC | 13,423 | $1.44M | 0.09% | +1,347+11.2% | Added |
| Oak Thistle LLC | 13,334 | $1.43M | 0.14% | −13,000−49.4% | Reduced |
| Argent Trust Co | 13,325 | $1.43M | 0.04% | −903−6.3% | Reduced |
| Intellectus Partners, LLC | 13,273 | $1.43M | 0.25% | −256−1.9% | Reduced |
| Advisory Alpha, LLC | 13,248 | $1.42M | 0.03% | +765+6.1% | Added |
| Paradigm Financial Partners, LLC | 13,233 | $1.42M | 0.13% | +313+2.4% | Added |
| O'Keefe Stevens Advisory, Inc. | 13,143 | $1.41M | 0.29% | +525+4.2% | Added |
| Chicago Partners Investment Group LLC | 12,350 | $1.41M | 0.03% | +108+0.9% | Added |
| Norden Group LLC | 13,088 | $1.41M | 0.12% | +388+3.1% | Added |
| Bull Harbor Capital LLC | 13,062 | $1.40M | 0.27% | −890−6.4% | Reduced |
| Venturi Wealth Management, LLC | 13,050 | $1.40M | 0.05% | −854−6.1% | Reduced |
| Global Trust Wealth Management LLC | 12,837 | $1.38M | 0.95% | +6,362+98.3% | Added |
| Ballentine Partners, LLC | 12,795 | $1.38M | 0.02% | +363+2.9% | Added |
| Deseret Mutual Benefit Administrators | 12,737 | $1.37M | 0.45% | +967+8.2% | Added |
| Modern Wealth Management, LLC | 12,671 | $1.36M | 0.02% | +3,079+32.1% | Added |