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, Q4 2025
Institutional positions in United Parcel Service Inc as of Dec 31, 2025. 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
- 2,125
- +216 vs. Q3 2025
- Shares held
- 505.3M
- +35.3M (+7.5%) vs. Q3 2025
- Total value
- $50.2B
- +$10.9B (+27.7%) vs. Q3 2025
- New holders
- 360
- 726 more added
- Sold out
- 144
- 856 more reduced
41 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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, Q4 2025
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strait & Sound Wealth Management LLC | 5,999 | $595.0K | 0.22% | −920−13.3% | Reduced |
| Tradewinds Capital Management, LLC | 6,000 | $595.1K | 0.13% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 6,000 | $595.1K | 0.11% | +6,000 | New |
| Coyle Financial Counsel LLC | 6,113 | $606.3K | 0.13% | +355+6.2% | Added |
| Absher Wealth Management, LLC | 6,132 | $608.2K | 0.07% | −1,719−21.9% | Reduced |
| NBC Securities, Inc. | 6,195 | $614.5K | 0.05% | +437+7.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,237 | $618.7K | 0.05% | +1,376+28.3% | Added |
| Bessemer Group Inc | 6,240 | $619.0K | 0.00% | +753+13.7% | Added |
| Berkeley Capital Partners, LLC | 6,247 | $619.6K | 0.15% | −7,445−54.4% | Reduced |
| Acropolis Investment Management, LLC | 6,254 | $620.3K | 0.03% | +721+13.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,268 | $621.7K | 0.04% | +2,034+48.0% | Added |
| Fiduciary Group LLC | 6,273 | $622.2K | 0.05% | −5,495−46.7% | Reduced |
| SOA Wealth Advisors, LLC. | 6,323 | $627.1K | 0.11% | −289−4.4% | Reduced |
| Eagle Bluffs Wealth Management LLC | 6,324 | $627.3K | 0.25% | −1,131−15.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 6,370 | $631.8K | 0.56% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 6,387 | $633.6K | 0.50% | +6,387 | New |
| Marathon Trading Investment Management LLC | 6,400 | $634.8K | 0.08% | −12,000−65.2% | Reduced |
| PFC Capital Group, Inc. | 6,411 | $635.0K | 0.26% | −1,256−16.4% | Reduced |
| Leo Wealth, LLC | 6,424 | $637.2K | 0.05% | +6,424 | New |
| Syon Capital LLC | 6,442 | $639.0K | 0.03% | +1,603+33.1% | Added |
| Colonial River Wealth Management, LLC | 6,448 | $639.6K | 0.23% | −1,864−22.4% | Reduced |
| Confluence Wealth Services, Inc. | 6,454 | $640.1K | 0.03% | −544−7.8% | Reduced |
| GSB Wealth Management, LLC | 6,460 | $640.8K | 0.14% | +3,846+147.1% | Added |
| Lazard Asset Management LLC | 6,477 | $642.5K | 0.00% | +103+1.6% | Added |
| Elgethun Capital Management | 6,482 | $642.9K | 0.11% | +4,078+169.6% | Added |
| Bartlett & Co. Wealth Management LLC | 6,486 | $643.3K | 0.01% | −338−5.0% | Reduced |
| Strategic Blueprint, LLC | 6,504 | $645.2K | 0.04% | −2,721−29.5% | Reduced |
| Curbstone Financial Management Corp | 6,512 | $645.9K | 0.12% | −3,632−35.8% | Reduced |
| Wellington Shields & Co., LLC | 6,513 | $646.0K | 0.16% | −2,387−26.8% | Reduced |
| Aviance Capital Partners, LLC | 6,561 | $650.8K | 0.08% | −1,128−14.7% | Reduced |
| Accurate Wealth Management, LLC | 6,029 | $651.5K | 0.08% | −366−5.7% | Reduced |
| Forza Wealth Management, LLC | 6,572 | $651.9K | 0.24% | +486+8.0% | Added |
| Parcion Private Wealth LLC | 6,586 | $653.3K | 0.04% | +6,586 | New |
| Guidance Capital, Inc | 5,985 | $654.1K | 0.16% | +149+2.6% | Added |
| Pensionfund Sabic | 6,600 | $655.0K | 0.18% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 6,619 | $656.5K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 6,623 | $656.9K | 0.13% | −71−1.1% | Reduced |
| Exeter Financial, LLC | 6,625 | $657.1K | 0.28% | −1,400−17.4% | Reduced |
| Richwood Investment Advisors, LLC | 5,607 | $658.0K | 0.47% | −51−0.9% | Reduced |
| Perfromance Wealth Partners, LLC | 6,636 | $658.2K | 0.02% | +6,636 | New |
| Bowen Hanes & Co Inc | 6,640 | $659.0K | 0.02% | −1,770−21.0% | Reduced |
| Wealth Management Partners, LLC | 6,642 | $659.0K | 0.19% | −1,467−18.1% | Reduced |
| AIMZ Investment Advisors, LLC | 6,650 | $659.6K | 0.19% | −100−1.5% | Reduced |
| Profund Advisors LLC | 6,671 | $661.7K | 0.02% | −1,053−13.6% | Reduced |
| Englebert Financial Advisers, LLC | 6,696 | $664.2K | 0.76% | +6,696 | New |
| Crescent Grove Advisors, LLC | 6,700 | $664.6K | 0.06% | −218−3.2% | Reduced |
| Essential Partners LLC | 6,736 | $668.2K | 0.21% | +5,519+453.5% | Added |
| Galvin, Gaustad & Stein, LLC | 6,739 | $668.4K | 0.05% | +9+0.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,750 | $669.5K | 0.01% | −35,255−83.9% | Reduced |
| Fiscal Wisdom Wealth Management, LLC | 6,765 | $671.0K | 0.63% | −50−0.7% | Reduced |
| SNS Financial Group, LLC | 6,770 | $671.5K | 0.06% | −72−1.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,780 | $672.6K | 0.29% | +545+8.7% | Added |
| Prosperity Consulting Group, LLC | 6,786 | $673.1K | 0.03% | +266+4.1% | Added |
| King Luther Capital Management Corp | 6,787 | $673.2K | 0.00% | +6,787 | New |
| Advance Capital Management, Inc. | 6,789 | $673.4K | 0.03% | −725−9.6% | Reduced |
| Greenleaf Trust | 6,820 | $676.5K | 0.01% | +1,634+31.5% | Added |
| Ameritas Investment Partners, Inc. | 6,825 | $677.0K | 0.02% | −94−1.4% | Reduced |
| Caption Management, LLC | 6,825 | $677.0K | 0.03% | −10,515−60.6% | Reduced |
| Boston Private Wealth LLC | 6,861 | $680.5K | 0.04% | −681−9.0% | Reduced |
| Fulton Bank, N.A. | 6,865 | $680.9K | 0.02% | −2,486−26.6% | Reduced |
| Balboa Wealth Partners | 6,870 | $681.5K | 0.11% | +53+0.8% | Added |
| Cora Capital Advisors LLC | 6,874 | $681.8K | 0.27% | −3,122−31.2% | Reduced |
| Park National Corp | 6,900 | $684.4K | 0.02% | −8,626−55.6% | Reduced |
| Financial Advisory Corp | 6,912 | $686.0K | 0.18% | +736+11.9% | Added |
| Tred Avon Family Wealth, LLC | 6,918 | $686.2K | 0.22% | −586−7.8% | Reduced |
| Legacy Capital Group California, Inc. | 6,934 | $687.8K | 0.17% | −33−0.5% | Reduced |
| Fortis Advisors, LLC | 6,941 | $688.5K | 0.38% | +1,516+27.9% | Added |
| Erste Asset Management GmbH | 6,909 | $688.7K | 0.01% | +1,872+37.2% | Added |
| Perbak Capital Partners LLP | 6,950 | $689.4K | 0.21% | +6,950 | New |
| St. Johns Investment Management Company, LLC | 6,953 | $689.7K | 0.29% | +484+7.5% | Added |
| Procyon Private Wealth Partners, LLC | 6,970 | $691.4K | 0.03% | −1,318−15.9% | Reduced |
| LSV Asset Management | 7,000 | $694.0K | 0.00% | +7,000 | New |
| Mitchell Sinkler & Starr | 6,998 | $694.1K | 0.31% | −1,206−14.7% | Reduced |
| Belpointe Asset Management LLC | 6,998 | $694.1K | 0.03% | +6,998 | New |
| Denali Advisors LLC | 7,000 | $694.3K | 0.08% | +900+14.8% | Added |
| Johnson Financial Group, Inc. | 7,004 | $694.7K | 0.03% | −35−0.5% | Reduced |
| Continuum Advisory, LLC | 7,025 | $696.8K | 0.07% | −93−1.3% | Reduced |
| Farmers National Bank | 7,027 | $697.0K | 0.16% | −4,173−37.3% | Reduced |
| Renasant Bank | 7,035 | $697.8K | 0.47% | −3,050−30.2% | Reduced |
| Forge Financial Services LLC | 7,038 | $698.1K | 0.30% | +1,638+30.3% | Added |
| Trust Co of Virginia | 7,060 | $700.3K | 0.06% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7,061 | $700.4K | 0.02% | +700+11.0% | Added |
| Cigna Investments Inc | 7,077 | $702.0K | 0.10% | −68−1.0% | Reduced |
| Baxter Bros Inc | 7,098 | $704.0K | 0.08% | −1,685−19.2% | Reduced |
| Acorn Wealth Advisors, LLC | 7,134 | $707.6K | 0.21% | −175−2.4% | Reduced |
| Arq Wealth Advisors, LLC | 7,145 | $708.7K | 0.19% | +73+1.0% | Added |
| Access Investment Management LLC | 8,500 | $710.0K | 0.19% | 00.0% | Unchanged |
| Shelton Capital Management | 7,159 | $710.1K | 0.01% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 7,190 | $713.2K | 0.25% | +1,850+34.6% | Added |
| Forum Financial Management, LP | 7,214 | $715.6K | 0.01% | +3,283+83.5% | Added |
| Indivisible Partners | 7,220 | $716.2K | 0.08% | +7,220 | New |
| Koss-Olinger Consulting, LLC | 7,252 | $719.0K | 0.06% | −9,577−56.9% | Reduced |
| Larry Mathis Financial Planning, LLC | 7,262 | $720.3K | 0.64% | +7,262 | New |
| Eaton Financial Holdings Company, LLC | 7,264 | $720.5K | 0.19% | +12+0.2% | Added |
| Insigneo Advisory Services, LLC | 7,325 | $726.6K | 0.05% | −245−3.2% | Reduced |
| Taylor Hoffman Capital Management LLC | 7,328 | $726.9K | 0.22% | 00.0% | Unchanged |
| Noble Family Wealth, LLC | 7,360 | $730.0K | 0.15% | −30−0.4% | Reduced |
| Davis Investment Partners, LLC | 7,252 | $732.6K | 0.26% | +2,586+55.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,441 | $738.1K | 0.05% | +2,293+44.5% | Added |
| Catalytic Wealth RIA, LLC | 7,443 | $738.3K | 0.03% | −3,981−34.8% | Reduced |