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 |
|---|---|---|---|---|---|
| Copia Wealth Management | 9,846 | $976.6K | 0.70% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 9,850 | $977.0K | 0.49% | −10−0.1% | Reduced |
| Tiaa Trust, National Association | 9,858 | $977.8K | 0.00% | −1,539−13.5% | Reduced |
| Keystone Financial Group | 9,875 | $979.5K | 0.07% | +360+3.8% | Added |
| Cornercap Investment Counsel Inc | 9,895 | $981.5K | 0.48% | −133−1.3% | Reduced |
| Twin City Private Wealth, LLC | 9,898 | $981.8K | 0.74% | −164−1.6% | Reduced |
| Montag A & Associates Inc | 9,899 | $981.9K | 0.04% | −1,152−10.4% | Reduced |
| Royal Fund Management, LLC | 9,914 | $983.4K | 0.09% | −12,900−56.5% | Reduced |
| Two Sigma Securities, LLC | 9,932 | $985.2K | 0.14% | +9,932 | New |
| Miller Investment Management, LP | 9,947 | $986.6K | 0.10% | 00.0% | Unchanged |
| Norden Group LLC | 9,966 | $988.5K | 0.10% | +689+7.4% | Added |
| Essex Financial Services, Inc. | 9,998 | $991.7K | 0.06% | +2,035+25.6% | Added |
| Hedges Asset Management LLC | 10,000 | $991.9K | 0.70% | −200−2.0% | Reduced |
| Investors Research Corp | 10,031 | $995.0K | 0.18% | −1,222−10.9% | Reduced |
| Volterra Technologies LP | 10,043 | $996.2K | 1.02% | +10,043 | New |
| Charter Research & Investment Group, Inc. | 10,055 | $997.4K | 0.67% | −460−4.4% | Reduced |
| Icon Wealth Advisors, LLC | 10,062 | $998.1K | 0.07% | +1,821+22.1% | Added |
| Abundance Wealth Counselors | 10,095 | $1.00M | 0.17% | +411+4.2% | Added |
| Roehl & Yi Investment Advisors, LLC | 10,099 | $1.00M | 0.40% | −223−2.2% | Reduced |
| DV Trading LLC | 10,101 | $1.00M | 0.09% | +10,101 | New |
| Dakota Wealth Management | 10,141 | $1.01M | 0.02% | −910−8.2% | Reduced |
| Colonial Trust Co | 10,154 | $1.01M | 0.13% | −6,332−38.4% | Reduced |
| Texas Bank & Trust Co | 10,180 | $1.01M | 0.37% | −195−1.9% | Reduced |
| 626 Financial, LLC | 10,182 | $1.01M | 0.44% | +6,007+143.9% | Added |
| Bauman Advisory Group, LLC | 10,200 | $1.01M | 0.82% | +10,200 | New |
| Western Wealth Management, LLC | 10,209 | $1.01M | 0.05% | −139−1.3% | Reduced |
| Addison Capital Co | 10,215 | $1.01M | 0.25% | −2,316−18.5% | Reduced |
| Voya Financial Advisors, Inc. | 10,173 | $1.01M | 0.10% | −1,181−10.4% | Reduced |
| Stiles Financial Services Inc | 10,249 | $1.02M | 0.31% | −507−4.7% | Reduced |
| First National Advisers, LLC | 10,266 | $1.02M | 0.14% | −422−3.9% | Reduced |
| Twin Lakes Capital Management, LLC | 10,269 | $1.02M | 0.45% | −445−4.2% | Reduced |
| HF Advisory Group, LLC | 10,320 | $1.02M | 0.36% | −16,595−61.7% | Reduced |
| Meeder Advisory Services, Inc. | 10,354 | $1.03M | 0.04% | +984+10.5% | Added |
| PCB Capital LLC | 10,357 | $1.03M | 1.65% | +10,357 | New |
| Rice Partnership, LLC | 10,439 | $1.04M | 0.14% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 10,440 | $1.04M | 0.14% | +2,984+40.0% | Added |
| Mattson Financial Services, LLC | 10,453 | $1.04M | 0.24% | +10,453 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 10,463 | $1.04M | 0.35% | +623+6.3% | Added |
| Chicago Trust Co NA | 10,504 | $1.04M | 0.16% | +937+9.8% | Added |
| Carnegie Lake Advisors LLC | 10,535 | $1.04M | 0.40% | −580−5.2% | Reduced |
| Ceera Investments, LLC | 10,536 | $1.05M | 0.40% | −5,628−34.8% | Reduced |
| BluePath Capital Management, LLC | 10,555 | $1.05M | 0.71% | +1,661+18.7% | Added |
| Rockland Trust Co | 10,561 | $1.05M | 0.04% | −3,420−24.5% | Reduced |
| Excalibur Management Corp | 10,588 | $1.05M | 0.38% | −990−8.6% | Reduced |
| New England Research & Management, Inc. | 10,610 | $1.05M | 0.46% | −200−1.9% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 10,638 | $1.06M | 0.27% | +621+6.2% | Added |
| InvesTrust | 10,642 | $1.06M | 0.41% | −3,033−22.2% | Reduced |
| KPP Advisory Services LLC | 10,652 | $1.06M | 0.15% | +105+1.0% | Added |
| CoreCap Advisors, LLC | 10,658 | $1.06M | 0.04% | −69−0.6% | Reduced |
| Integrity Alliance, LLC. | 10,661 | $1.06M | 0.04% | +3,277+44.4% | Added |
| Roberts Glore & Co Inc | 10,678 | $1.06M | 0.28% | −1,373−11.4% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 10,724 | $1.06M | 1.07% | −1,280−10.7% | Reduced |
| DB&C Advisors, LLC | 10,726 | $1.06M | 1.33% | +10,726 | New |
| MBL Wealth, LLC | 10,733 | $1.06M | 0.09% | +958+9.8% | Added |
| Cygnus Capital Advisors, LLC | 10,800 | $1.07M | 0.78% | +10,800 | New |
| Palisade Asset Management, LLC | 10,849 | $1.08M | 0.10% | −3,477−24.3% | Reduced |
| Oarsman Capital, Inc. | 10,871 | $1.08M | 0.14% | +1,814+20.0% | Added |
| IFG Advisory, LLC | 10,953 | $1.09M | 0.05% | −1,981−15.3% | Reduced |
| Cypress Capital Group | 10,956 | $1.09M | 0.12% | +245+2.3% | Added |
| Ted Buchan & Co | 10,977 | $1.09M | 0.40% | −5,312−32.6% | Reduced |
| Ostrum Asset Management | 10,978 | $1.09M | 0.05% | −2,447−18.2% | Reduced |
| Mork Capital Management, LLC | 11,040 | $1.10M | 0.67% | +3,140+39.7% | Added |
| Weaver C. Barksdale & Associates, Inc. | 11,044 | $1.10M | 1.15% | −1,383−11.1% | Reduced |
| Shrier Wealth Management, LLC | 11,078 | $1.10M | 0.43% | +11,078 | New |
| SageView Advisory Group, LLC | 11,106 | $1.10M | 0.04% | −17−0.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 11,178 | $1.11M | 0.04% | −370−3.2% | Reduced |
| Twin Capital Management Inc | 11,212 | $1.11M | 0.14% | +11,212 | New |
| Trust Co of Toledo NA | 11,229 | $1.11M | 0.11% | −322−2.8% | Reduced |
| Tritonpoint Wealth, LLC | 11,245 | $1.12M | 0.11% | −2,749−19.6% | Reduced |
| Parvin Asset Management, LLC | 11,245 | $1.12M | 0.90% | +3,285+41.3% | Added |
| Harbour Investments, Inc. | 11,270 | $1.12M | 0.02% | −510−4.3% | Reduced |
| Sky Investment Group LLC | 11,295 | $1.12M | 0.19% | −5,949−34.5% | Reduced |
| Navalign, LLC | 11,313 | $1.12M | 0.28% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,318 | $1.12M | 0.01% | +2,526+28.7% | Added |
| Potomac Fund Management Inc | 11,324 | $1.12M | 0.04% | +90+0.8% | Added |
| Quantbot Technologies LP | 11,353 | $1.13M | 0.04% | −26,773−70.2% | Reduced |
| Quilter Plc | 11,399 | $1.13M | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 11,449 | $1.14M | 0.06% | +5,293+86.0% | Added |
| Carlson Financial, Inc. | 11,451 | $1.14M | 0.66% | +11,451 | New |
| Castlekeep Investment Advisors LLC | 11,459 | $1.14M | 0.51% | +973+9.3% | Added |
| Birch Hill Investment Advisors LLC | 11,510 | $1.14M | 0.05% | −971−7.8% | Reduced |
| Leonteq Securities AG | 11,540 | $1.14M | 0.06% | −33,659−74.5% | Reduced |
| Sivia Capital Partners, LLC | 11,592 | $1.15M | 0.23% | +11,592 | New |
| Meeder Asset Management Inc | 11,630 | $1.15M | 0.06% | +11,536+12,272.3% | Added |
| Skopos Labs, Inc. | 11,575 | $1.15M | 0.05% | +5,273+83.7% | Added |
| Anb Bank | 11,638 | $1.15M | 0.46% | −209−1.8% | Reduced |
| Laird Norton Trust Company, LLC | 11,738 | $1.16M | 0.02% | +11,738 | New |
| Beese Fulmer Investment Management, Inc. | 11,746 | $1.17M | 0.08% | +2,914+33.0% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 11,761 | $1.17M | 0.04% | +11,761 | New |
| Gifford Fong Associates | 11,800 | $1.17M | 0.23% | 00.0% | Unchanged |
| Bokf, NA | 11,866 | $1.18M | 0.02% | −15,189−56.1% | Reduced |
| Intrua Financial, LLC | 11,885 | $1.18M | 0.13% | −618−4.9% | Reduced |
| LJI Wealth Management, LLC | 11,957 | $1.19M | 0.18% | +4,734+65.5% | Added |
| Harbour Investment Management LLC | 11,982 | $1.19M | 0.63% | −3,531−22.8% | Reduced |
| Canandaigua National Trust Co of Florida | 11,988 | $1.19M | 0.74% | −1,545−11.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 12,027 | $1.19M | 0.36% | +2,290+23.5% | Added |
| Blueshift Asset Management, LLC | 12,062 | $1.20M | 0.35% | −15,200−55.8% | Reduced |
| Callan Family Office, LLC | 12,087 | $1.20M | 0.03% | +3,974+49.0% | Added |
| Pitcairn Wealth Advisors LLC | 12,156 | $1.21M | 0.11% | +12,156 | New |
| LFG Wealth Partners, LLC | 12,167 | $1.21M | 0.77% | +12,167 | New |