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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Southport Management, L.L.C. | 7,500 | $743.9K | 2.60% | +7,500 | New |
| Ethic Inc. | 7,515 | $745.4K | 0.01% | −19,059−71.7% | Reduced |
| Wealthspire Advisors, LLC | 7,544 | $748.3K | 0.01% | +4,191+125.0% | Added |
| Abel Hall, LLC | 7,552 | $749.1K | 0.17% | +1,293+20.7% | Added |
| Eldridge Investment Advisors, Inc. | 7,564 | $750.2K | 0.17% | +8+0.1% | Added |
| Wolff Financial Management LLC | 7,564 | $750.3K | 0.17% | +8+0.1% | Added |
| Carson Advisory Inc. | 7,565 | $750.4K | 0.39% | −2,671−26.1% | Reduced |
| Harrington Investments, INC | 7,629 | $756.7K | 0.38% | +461+6.4% | Added |
| King Wealth | 7,632 | $757.0K | 0.09% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7,598 | $757.1K | 0.03% | +1,823+31.6% | Added |
| Berkshire Asset Management LLC | 7,646 | $758.4K | 0.03% | −832−9.8% | Reduced |
| Machina Capital S.A.S. | 7,649 | $758.7K | 0.14% | +7,649 | New |
| Clark Capital Management Group, Inc. | 7,675 | $761.3K | 0.00% | +141+1.9% | Added |
| Regal Investment Advisors LLC | 7,678 | $761.6K | 0.05% | +549+7.7% | Added |
| United Community Bank | 7,688 | $762.6K | 0.29% | −3,529−31.5% | Reduced |
| LaFleur & Godfrey LLC | 7,690 | $762.8K | 0.09% | +8+0.1% | Added |
| Colonial Trust Advisors | 7,703 | $764.1K | 0.06% | −7,238−48.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,728 | $766.5K | 0.04% | +7,728 | New |
| Anchyra Partners LLC | 7,729 | $766.6K | 0.24% | +7,729 | New |
| Caerus Investment Advisors, LLC | 7,733 | $767.0K | 0.26% | +7,733 | New |
| Altus Wealth Group LLC | 7,735 | $767.2K | 0.31% | +7,735 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 7,786 | $772.3K | 0.60% | +7,786 | New |
| Purkiss Capital Advisors LLC | 7,858 | $779.4K | 0.37% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 7,876 | $781.3K | 0.36% | +91+1.2% | Added |
| Mesirow Financial Investment Management, Inc. | 7,885 | $782.2K | 0.02% | −4,621−37.0% | Reduced |
| Keynote Financial Services LLC | 7,902 | $783.8K | 0.44% | +415+5.5% | Added |
| Neville Rodie & Shaw Inc | 7,902 | $784.0K | 0.06% | +51+0.6% | Added |
| Revisor Wealth Management LLC | 7,460 | $784.5K | 0.21% | +2,769+59.0% | Added |
| AssuredPartners Investment Advisors, LLC | 7,934 | $787.0K | 0.12% | +4,864+158.4% | Added |
| Aberdeen Wealth Management LLC | 7,961 | $789.7K | 0.37% | −430−5.1% | Reduced |
| Detalus Advisors, LLC | 7,978 | $791.4K | 0.19% | +101+1.3% | Added |
| Onyx Bridge Wealth Group LLC | 7,985 | $792.1K | 0.08% | +76+1.0% | Added |
| Shum Financial Group, Inc. | 7,992 | $792.7K | 0.57% | +2,142+36.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $793.5K | 0.21% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 8,000 | $793.5K | 0.18% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $795.3K | 0.67% | – | – |
| Arista Wealth Management, LLC | 8,063 | $799.8K | 0.10% | +8,063 | New |
| Net Worth Advisory Group | 8,073 | $800.7K | 0.16% | +3,583+79.8% | Added |
| Emerald Advisors, LLC | 8,073 | $800.8K | 0.11% | +1,229+18.0% | Added |
| Sage Mountain Advisors LLC | 8,128 | $806.3K | 0.04% | −2,932−26.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 24,701 | $809.0K | 0.56% | +24,701 | New |
| Osmosis Investment Management UK Ltd | 8,169 | $810.3K | 0.02% | +8,169 | New |
| Focus Financial Network, Inc. | 8,191 | $812.5K | 0.03% | +2,944+56.1% | Added |
| Fort Washington Investment Advisors Inc | 8,192 | $812.6K | 0.00% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 8,198 | $813.2K | 0.14% | −1,690−17.1% | Reduced |
| Brian Low Financial Group, LLC | 8,290 | $822.3K | 0.58% | +8,290 | New |
| Park Place Capital Corp | 8,344 | $827.6K | 0.17% | −3,112−27.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,383 | $831.5K | 0.03% | −188−2.2% | Reduced |
| Garner Asset Management Corp | 8,459 | $839.0K | 0.32% | −2,768−24.7% | Reduced |
| Goldstone Financial Group, LLC | 8,466 | $839.8K | 0.09% | −2,384−22.0% | Reduced |
| Longfellow Investment Management Co LLC | 8,467 | $839.8K | 0.19% | 00.0% | Unchanged |
| Kondo Wealth Advisors, Inc. | 8,479 | $841.0K | 0.32% | +56+0.7% | Added |
| Brown, Lisle/Cummings, Inc. | 8,490 | $842.1K | 0.21% | +357+4.4% | Added |
| Applied Capital LLC | 8,553 | $848.4K | 0.58% | +10.0% | Added |
| Johnson Investment Counsel Inc | 8,557 | $848.7K | 0.01% | −3,380−28.3% | Reduced |
| Drucker Wealth 3.0, LLC | 8,585 | $851.6K | 0.15% | −2,591−23.2% | Reduced |
| CSS LLC | 8,598 | $852.8K | 0.05% | −1,646−16.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,603 | $853.3K | 0.02% | −1,954−18.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 8,610 | $854.0K | 0.55% | −50−0.6% | Reduced |
| Roundview Capital LLC | 8,614 | $854.4K | 0.05% | −687−7.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,615 | $854.6K | 0.02% | +133+1.6% | Added |
| Legacy Capital Wealth Partners, LLC | 8,667 | $859.6K | 0.18% | +2,842+48.8% | Added |
| Arizona PSPRS Trust | 8,700 | $863.0K | 0.03% | +8,700 | New |
| Jefferies Financial Group Inc. | 8,723 | $865.2K | 0.01% | +8,723 | New |
| Mission Wealth Management, LP | 8,730 | $865.9K | 0.02% | −59−0.7% | Reduced |
| Amplius Wealth Advisors, LLC | 8,733 | $866.2K | 0.07% | −1,667−16.0% | Reduced |
| Studio Investment Management LLC | 8,759 | $868.8K | 0.16% | −83−0.9% | Reduced |
| Granite Islands Private Wealth, LLC | 8,895 | $874.3K | 0.81% | +8,895 | New |
| Vaughan & Co Securities, Inc. | 8,853 | $878.1K | 0.45% | −654−6.9% | Reduced |
| Lawood & Co | 8,864 | $879.2K | 0.83% | +8,864 | New |
| Hamrick Investment Counsel, llc | 8,882 | $881.0K | 0.66% | +8,882 | New |
| Advisors Management Group Inc | 8,893 | $882.0K | 0.16% | +1,150+14.9% | Added |
| Uniplan Investment Counsel, Inc. | 9,076 | $900.4K | 0.09% | +9,076 | New |
| Visionary Wealth Advisors | 9,083 | $900.9K | 0.04% | −80,383−89.8% | Reduced |
| Portland Investment Counsel Inc. | 9,100 | $902.6K | 0.27% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 9,119 | $904.5K | 0.10% | −17,790−66.1% | Reduced |
| Gateway Wealth Partners, LLC | 9,200 | $912.6K | 0.10% | +1,532+20.0% | Added |
| Lowe Brockenbrough & Co Inc | 9,203 | $912.8K | 0.04% | −26,929−74.5% | Reduced |
| Millennium Capital Advisors, LLC | 9,208 | $913.3K | 0.54% | −875−8.7% | Reduced |
| Gateway Investment Advisers LLC | 9,234 | $915.9K | 0.01% | −4,320−31.9% | Reduced |
| Simplicity Wealth,LLC | 9,243 | $916.9K | 0.05% | +5,196+128.4% | Added |
| Modern Wealth Management, LLC | 9,257 | $918.2K | 0.02% | +660+7.7% | Added |
| Plimoth Trust Co LLC | 9,324 | $924.8K | 0.21% | −1,181−11.2% | Reduced |
| GoalVest Advisory LLC | 9,332 | $925.6K | 0.18% | +9,332 | New |
| Southeast Asset Advisors Inc. | 9,400 | $932.4K | 0.09% | +3,000+46.9% | Added |
| Investor's Fiduciary Advisor Network, LLC | 9,415 | $933.0K | 0.20% | −320−3.3% | Reduced |
| Churchill Financial Advisors, LLC | 9,416 | $934.0K | 0.29% | +9,416 | New |
| ForthRight Wealth Management, LLC | 9,442 | $936.6K | 0.27% | −5−0.1% | Reduced |
| GAMMA Investing LLC | 9,489 | $941.2K | 0.05% | +3,010+46.5% | Added |
| Cidel Asset Management Inc | 9,532 | $945.5K | 0.07% | +942+11.0% | Added |
| 1248 Management, LLC | 9,600 | $952.2K | 0.51% | −34−0.4% | Reduced |
| Citizens Financial Group Inc | 9,647 | $956.9K | 0.01% | −522−5.1% | Reduced |
| Larson Financial Group LLC | 9,694 | $961.5K | 0.03% | −471−4.6% | Reduced |
| Jump Financial, LLC | 9,710 | $963.1K | 0.01% | −27,510−73.9% | Reduced |
| Redwood Investment Management, LLC | 9,716 | $964.0K | 0.11% | −5,353−35.5% | Reduced |
| CX Institutional | 9,799 | $972.0K | 0.03% | −61,858−86.3% | Reduced |
| Greenwood Capital Associates LLC | 9,819 | $973.9K | 0.11% | +486+5.2% | Added |
| Aaron Wealth Advisors | 9,819 | $973.9K | 0.05% | +3,204+48.4% | Added |
| Financial Consulate, Inc | 9,841 | $976.1K | 0.13% | +784+8.7% | Added |
| Tweedy, Browne Co LLC | 9,842 | $976.2K | 0.08% | +1,296+15.2% | Added |