UPSNYSETrucking & Courier Services (No Air)Fiscal year ends December 31
UNITED PARCEL SERVICE INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$97.46−0.02 (-0.02%)
Close on Oct 19, 2026
- Market cap
- $82.94B
- P/E (TTM)
- 18.1
- Dividend yield
- 6.73%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
62.8%
534M of 851M shares
Institutional holders
2,135
197 new, 135 sold out
Net institutional buying
32M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $2.66M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 55,681,378 | 7.46% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 44,732,830 | 6.10% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UPS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 54,929,329 | 6.46% | $5.90B | +3,813,432 | 0.09% |
| Vanguard Capital Management LLC | 48,739,036 | 5.73% | $5.24B | +586,482 | 0.11% |
| State Street Corp | 33,864,263 | 3.98% | $3.64B | +1,265,673 | 0.11% |
| FMR LLC | 32,848,561 | 3.86% | $3.53B | +273,716 | 0.15% |
| Charles Schwab Investment Management Inc | 24,698,297 | 2.90% | $2.66B | +2,585,440 | 0.35% |
| Geode Capital Management, LLC | 17,861,160 | 2.10% | $1.91B | +349,395 | 0.10% |
| Victory Capital Management Inc | 14,251,075 | 1.68% | $1.53B | +3,210,102 | 0.86% |
| Vanguard Portfolio Management LLC | 13,889,226 | 1.63% | $1.49B | +417,264 | 0.07% |
| Bank Of America Corp /De/ | 10,795,270 | 1.27% | $1.16B | +1,067,147 | 0.07% |
| Morgan Stanley | 8,901,540 | 1.05% | $956.92M | −1,269,068 | 0.05% |
| Goldman Sachs Group Inc | 8,841,037 | 1.04% | $950.41M | +1,726,076 | 0.08% |
| Capital World Investors | 8,019,194 | 0.94% | $862.06M | +5,053,555 | 0.10% |
| Norges Bank | 8,018,679 | 0.94% | $862.01M | New | 0.09% |
| UBS Group AG | 7,224,476 | 0.85% | $776.63M | +289,125 | 0.10% |
| Northern Trust Corp | 7,029,342 | 0.83% | $755.65M | −76,720 | 0.09% |
| Royal Bank of Canada | 6,470,402 | 0.76% | $695.57M | +578,660 | 0.10% |
| Dimensional Fund Advisors LP | 5,514,555 | 0.65% | $592.87M | +476,929 | 0.11% |
| Franklin Resources Inc | 4,782,129 | 0.56% | $514.08M | +1,770,756 | 0.11% |
| Nordea Investment Management Ab | 4,718,165 | 0.55% | $501.59M | +371,480 | 0.41% |
| Invesco Ltd. | 4,669,447 | 0.55% | $501.97M | −932,711 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,135 | 534M | 62.8% | 197 / 893 | 812 / 135 | 58M | 26M |
| Q1 2026 | 2,112 | 503M | 59.1% | 184 / 935 | 757 / 159 | 108M | 41M |
| Q4 2025 | 2,119 | 507M | 59.6% | 359 / 722 | 858 / 145 | 63M | 31M |
| Q3 2025 | 1,946 | 477M | 56.0% | 148 / 757 | 848 / 280 | 30M | 57M |
| Q2 2025 | 2,114 | 504M | 59.2% | 171 / 881 | 849 / 233 | 51M | 51M |
| Q1 2025 | 2,199 | 505M | 59.3% | 187 / 924 | 842 / 237 | 42M | 48M |
| Q4 2024 | 2,289 | 515M | 60.5% | 311 / 790 | 958 / 146 | 37M | 70M |
| Q3 2024 | 2,164 | 552M | 64.9% | 159 / 818 | 943 / 143 | 99M | 34M |
| Q2 2024 | 2,176 | 542M | 63.7% | 159 / 847 | 930 / 162 | 32M | 40M |
| Q1 2024 | 2,215 | 554M | 65.1% | 151 / 983 | 845 / 173 | 38M | 31M |
| Q4 2023 | 2,265 | 547M | 64.3% | 251 / 794 | 1002 / 152 | 67M | 26M |
| Q3 2023 | 2,205 | 507M | 59.6% | 134 / 893 | 907 / 157 | 27M | 27M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UPS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 23,703,364 | 2.79% | $2.55B | 0.11% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 19,350,702 | 2.27% | $2.08B | 0.12% | Jun 30, 2026 |
| Schwab U.S. Dividend Equity ETF | 17,650,393 | 2.07% | $1.88B | 1.98% | May 31, 2026 |
| iShares Core S&P 500 ETF | 10,269,531 | 1.21% | $1.10B | 0.12% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 9,456,859 | 1.11% | $1.01B | 0.12% | May 31, 2026 |
| Vanguard Value Index Fund | 7,110,514 | 0.84% | $764.38M | 0.30% | Jun 30, 2026 |
| Income Fund of America | 6,500,000 | 0.76% | $677.43M | 0.46% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 5,131,457 | 0.60% | $547.48M | 0.22% | May 31, 2026 |
| Victory Pioneer Fund | 4,705,465 | 0.55% | $505.84M | 4.52% | Jun 30, 2026 |
| State Street(R) Industrial Select Sector SPDR(R) ETF | 4,400,379 | 0.52% | $473.04M | 1.39% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 4,053,510 | 0.48% | $435.75M | 0.12% | Jun 30, 2026 |
| Vanguard High Dividend Yield Index Fund | 3,006,785 | 0.35% | $313.37M | 0.32% | Jul 31, 2026 |
| Fidelity Series Large Cap Stock Fund | 2,672,856 | 0.31% | $287.33M | 1.00% | Jun 30, 2026 |
| First Trust Morningstar Dividend Leaders Index Fund | 2,137,547 | 0.25% | $229.79M | 3.15% | Jun 30, 2026 |
| Franklin Income Fund | 2,000,000 | 0.24% | $215.00M | 0.27% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Carol B. Tome | Chief Executive Officer, Director | 199,743 | 0.02% | May 8, 2026 |
| Nando Cesarone | Chief Global Operations Off | 43,508 | 0.01% | Sep 3, 2026 |
| Bala Subramanian | Chief Digital & Tech Officer | 24,562 | 0.00% | Sep 3, 2026 |
| Wilfredo Ramos | Chief Intl, Healthcare and SCS | 795 | 0.00% | Sep 3, 2026 |
| Kathleen M. Gutmann | Pres Intl, Healthcare and SCS | 99,444 | 0.01% | May 15, 2026 |
| Brian M. Dykes | Chief Financial Officer | 17,368 | 0.00% | May 15, 2026 |
| Matthew W. Guffey | CHF Commercial & Strategy Off | 9,770 | 0.00% | May 15, 2026 |
| Darrell L. Ford | Chief Human Resources Officer | 24,393 | 0.00% | May 15, 2026 |
| Norman M. Brothers Jr | Chief Legal & Compliance Off | 49,732 | 0.01% | May 15, 2026 |
| Angela Hwang | Director | – | – | May 8, 2026 |
| Russell Stokes | Director | 400 | 0.00% | May 8, 2026 |
| William R. Johnson | Director | 10,917 | 0.00% | May 8, 2026 |
| Rodney C. Adkins | Director | – | – | May 8, 2026 |
| Kevin P. Clark | Director | 228 | 0.00% | May 8, 2026 |
| Wayne M. Hewett | Director | 868 | 0.00% | May 8, 2026 |
| Franck J. Moison | Director | – | – | May 8, 2026 |
| John G. Morikis | Director | 1,576 | 0.00% | May 8, 2026 |
| Kevin M. Warsh | Director | – | – | May 8, 2026 |
| Eva C. Boratto | Director | 1,400 | 0.00% | May 8, 2026 |
| Christiana Smith Shi | Director | 500 | 0.00% | May 8, 2026 |
| Kathleen E. Johnson | Director | – | – | May 9, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Bala Subramanian Chief Digital & Tech Officer | May 15, 2026 | Tax withholding | −1,027 | $100.78 | $103.50K | 24,562 |
| Bala Subramanian Chief Digital & Tech Officer | May 15, 2026 | Option exercise | +3,086.3 | – | – | 25,589 |
| Matthew W. Guffey CHF Commercial & Strategy Off | May 15, 2026 | Option exercise | +2,667.83 | – | – | 9,770 |
| Matthew W. Guffey CHF Commercial & Strategy Off | May 15, 2026 | Tax withholding | −1,189 | $100.78 | $119.83K | 8,581 |
| Nando Cesarone President, US Operations | May 15, 2026 | Tax withholding | −1,582 | $100.78 | $159.43K | 43,507 |
| Nando Cesarone President, US Operations | May 15, 2026 | Option exercise | +3,551.58 | – | – | 45,089 |
| Darrell L. Ford Chief Human Resources Officer | May 15, 2026 | Tax withholding | −969 | $100.78 | $97.66K | 24,393 |
| Darrell L. Ford Chief Human Resources Officer | May 15, 2026 | Option exercise | +2,174.22 | – | – | 25,362 |
| Norman M. Brothers Jr Chief Legal & Compliance Off | May 15, 2026 | Tax withholding | −1,116 | $100.78 | $112.47K | 25,106 |
| Norman M. Brothers Jr Chief Legal & Compliance Off | May 15, 2026 | Option exercise | +2,504.8 | – | – | 26,222 |
| Kathleen M. Gutmann Pres Intl, Healthcare and SCS | May 15, 2026 | Tax withholding | −1,582 | $100.78 | $159.43K | 99,444 |
| Kathleen M. Gutmann Pres Intl, Healthcare and SCS | May 15, 2026 | Option exercise | +3,551.58 | – | – | 101,026 |
| Brian M. Dykes Chief Financial Officer | May 15, 2026 | Option exercise | +3,137.5 | – | – | 17,368 |
| Brian M. Dykes Chief Financial Officer | May 15, 2026 | Tax withholding | −1,398 | $100.78 | $140.89K | 15,970 |
| Brian M. Dykes Chief Financial Officer | Feb 13, 2026 | Tax withholding | −249 | $99.19 | $24.70K | 14,222 |
| Brian M. Dykes Chief Financial Officer | Feb 13, 2026 | Option exercise | +499 | – | – | 14,471 |
| Norman M. Brothers Jr Chief Legal & Compliance Off | Feb 13, 2026 | Tax withholding | −617 | $99.19 | $61.20K | 23,594 |
| Norman M. Brothers Jr Chief Legal & Compliance Off | Feb 13, 2026 | Option exercise | +1,250 | – | – | 24,211 |
| Kathleen M. Gutmann Pres Intl, Healthcare and SCS | Feb 13, 2026 | Tax withholding | −872 | $99.19 | $86.49K | 97,432 |
| Kathleen M. Gutmann Pres Intl, Healthcare and SCS | Feb 13, 2026 | Option exercise | +1,831 | – | – | 98,304 |
| Matthew W. Guffey CHF Commercial & Strategy Off | Feb 13, 2026 | Option exercise | +439 | – | – | 7,294 |
| Matthew W. Guffey CHF Commercial & Strategy Off | Feb 13, 2026 | Tax withholding | −196 | $99.19 | $19.44K | 7,098 |
| Darrell L. Ford Chief Human Resources Officer | Feb 13, 2026 | Tax withholding | −592 | $99.19 | $58.72K | 23,153 |
| Darrell L. Ford Chief Human Resources Officer | Feb 13, 2026 | Option exercise | +1,187 | – | – | 23,745 |
| Nando Cesarone President, US Operations | Feb 13, 2026 | Option exercise | +1,831 | – | – | 42,403 |
| Nando Cesarone President, US Operations | Feb 13, 2026 | Tax withholding | −871 | $99.19 | $86.39K | 41,532 |
| Carol B. Tome Chief Executive Officer, Director | Feb 13, 2026 | Option exercise | +7,790 | – | – | 175,025 |
| Carol B. Tome Chief Executive Officer, Director | Feb 13, 2026 | Tax withholding | −2,331 | $99.19 | $231.21K | 172,694 |
| Bala Subramanian Chief Digital & Tech Officer | Feb 13, 2026 | Tax withholding | −470 | $99.19 | $46.62K | 22,390 |
| Bala Subramanian Chief Digital & Tech Officer | Feb 13, 2026 | Option exercise | +1,676 | – | – | 22,860 |
| Matthew W. Guffey CHF Commercial & Strategy Off | Feb 2, 2026 | Option exercise | +3,147.42 | – | – | 8,318 |
| Matthew W. Guffey CHF Commercial & Strategy Off | Feb 2, 2026 | Tax withholding | −1,463.48 | $106.22 | $155.45K | 6,855 |
| Norman M. Brothers Jr Chief Legal & Compliance Off | Jan 28, 2026 | Sale | −388 | $107.68 | $41.78K | 24,626 |
| Norman M. Brothers Jr Chief Legal & Compliance Off | Jan 28, 2026 | Sale | −3,241 | $106.68 | $345.75K | 21,385 |
| Norman M. Brothers Jr Chief Legal & Compliance Off | Jan 28, 2026 | Sale | −21,385 | $106.04 | $2.27M | 0 |
| Norman M. Brothers Jr Chief Legal & Compliance Off | Jan 26, 2026 | Other | +25,014 | – | – | 25,014 |
| Norman M. Brothers Jr Chief Legal & Compliance Off | Jan 26, 2026 | Other | −25,014 | – | – | 22,961 |
| Christiana Smith Shi Director | Aug 22, 2025 | Buy | +500 | $88.17 | $44.09K | 500 |
| Carol B. Tome Chief Executive Officer, Director | Aug 1, 2025 | Buy | +11,682 | $85.67 | $1.00M | 24,718 |
| William R. Johnson Director | Jul 31, 2025 | Buy | +5,000 | $86.50 | $432.50K | 10,160 |
| Brian M. Dykes EVP & Chief Financial Officer | Mar 24, 2025 | Option exercise | +2,638.91 | – | – | 15,125 |
| Brian M. Dykes EVP & Chief Financial Officer | Mar 24, 2025 | Tax withholding | −1,180.65 | $115.10 | $135.89K | 13,945 |
| Brian M. Dykes EVP & Chief Financial Officer | Feb 14, 2025 | Tax withholding | −778 | $126.10 | $98.11K | 12,480 |
| Brian M. Dykes EVP & Chief Financial Officer | Feb 14, 2025 | Option exercise | +1,633 | – | – | 13,258 |
| Kathleen M. Gutmann Pres Intl, Healthcare and SCS | Feb 14, 2025 | Option exercise | +7,430 | – | – | 98,552 |
| Kathleen M. Gutmann Pres Intl, Healthcare and SCS | Feb 14, 2025 | Tax withholding | −2,252 | $126.10 | $283.98K | 96,300 |
| Bala Subramanian Chief Digital & Tech Officer | Feb 14, 2025 | Tax withholding | −3,104 | $126.10 | $391.41K | 21,086 |
| Bala Subramanian Chief Digital & Tech Officer | Feb 14, 2025 | Option exercise | +7,773 | – | – | 24,190 |
| Matthew W. Guffey CHF Commercial & Strategy Off | Feb 14, 2025 | Tax withholding | −634 | $126.10 | $79.95K | 5,154 |
| Matthew W. Guffey CHF Commercial & Strategy Off | Feb 14, 2025 | Option exercise | +1,416 | – | – | 5,788 |
| Norman M. Brothers Jr Chief Legal & Compliance Off | Feb 14, 2025 | Tax withholding | −2,292 | $126.10 | $289.02K | 47,837 |
| Norman M. Brothers Jr Chief Legal & Compliance Off | Feb 14, 2025 | Option exercise | +5,023 | – | – | 50,129 |
| Nando Cesarone President, US Operations | Feb 14, 2025 | Option exercise | +6,912 | – | – | 43,685 |
| Nando Cesarone President, US Operations | Feb 14, 2025 | Tax withholding | −3,135 | $126.10 | $395.32K | 40,550 |
| Darrell L. Ford Chief Human Resources Officer | Feb 14, 2025 | Tax withholding | −2,225 | $126.10 | $280.57K | 22,442 |
| Darrell L. Ford Chief Human Resources Officer | Feb 14, 2025 | Option exercise | +4,866 | – | – | 24,667 |
| Carol B. Tome Chief Executive Officer, Director | Feb 14, 2025 | Option exercise | +24,930 | – | – | 177,208 |
| Carol B. Tome Chief Executive Officer, Director | Feb 14, 2025 | Tax withholding | −9,984 | $126.10 | $1.26M | 167,224 |
| Matthew W. Guffey CHF Commercial & Strategy Off | Feb 3, 2025 | Tax withholding | −713.12 | $114.23 | $81.46K | 4,372 |
| Matthew W. Guffey CHF Commercial & Strategy Off | Feb 3, 2025 | Option exercise | +1,473.17 | – | – | 5,085 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Maxwell Warsh Kevin Former Director | May 15, 2026 | 30,550 | $3.02M | May 15, 2026 | RSU |
| Norman M. Brothers Jr Officer | Jan 28, 2026 | 25,014 | $2.66M | Jan 28, 2026 | Vested MIP RPUS |
| Laura J. Lane Former Officer | Feb 28, 2025 | 660 | $78.35K | Feb 28, 2025 | Exercise of a Stock Award |
| Norman M. Brothers Jr Officer | Nov 25, 2024 | 7,325 | $1.02M | Nov 25, 2024 | Vesting of a Stock Award |
| Cesarone Nando Officer | Aug 17, 2023 | 22,825 | $3.92M | Aug 16, 2023 | Equity Comp |