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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 12,220 | $1.21M | 0.02% | +9,495+348.4% | Added |
| Westpac Banking Corp | 12,252 | $1.22M | 0.08% | +5,390+78.5% | Added |
| Auto-Owners Insurance Co | 12,300 | $1.22M | 0.03% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 12,304 | $1.22M | 0.28% | −341−2.7% | Reduced |
| Bridgefront Capital, LLC | 12,304 | $1.22M | 0.31% | +12,304 | New |
| N.E.W. Advisory Services LLC | 12,358 | $1.23M | 0.09% | +3,254+35.7% | Added |
| Level Financial Advisors, Inc. | 12,382 | $1.23M | 0.32% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 10,670 | $1.24M | 0.10% | +10,670 | New |
| StoneX Group Inc. | 12,458 | $1.24M | 0.05% | +1,008+8.8% | Added |
| VCI Wealth Management LLC | 12,493 | $1.24M | 0.34% | +2,321+22.8% | Added |
| Meridian Wealth Management, LLC | 12,513 | $1.24M | 0.04% | −1,070−7.9% | Reduced |
| Chicago Partners Investment Group LLC | 11,510 | $1.24M | 0.03% | +1,831+18.9% | Added |
| Ballentine Partners, LLC | 12,584 | $1.25M | 0.02% | +1,523+13.8% | Added |
| Cary Street Partners Financial LLC | 12,642 | $1.25M | 0.03% | −2,112−14.3% | Reduced |
| Syntax Research, Inc. | 12,700 | $1.26M | 0.78% | −8,773−40.9% | Reduced |
| Atlantic Union Bankshares Corp | 12,724 | $1.26M | 0.02% | −5,880−31.6% | Reduced |
| SG Trading Solutions, LLC | 12,770 | $1.27M | 0.29% | +12,770 | New |
| Douglass Winthrop Advisors, LLC | 12,790 | $1.27M | 0.02% | −10.0% | Reduced |
| Hexagon Capital Partners LLC | 12,820 | $1.27M | 0.24% | +415+3.3% | Added |
| Marex Group plc | 12,832 | $1.27M | 0.01% | −3,078−19.3% | Reduced |
| Caldwell Trust Co | 12,857 | $1.28M | 0.11% | −886−6.4% | Reduced |
| Bryn Mawr Trust Co | 12,860 | $1.28M | 0.03% | −821−6.0% | Reduced |
| Great Valley Advisor Group, Inc. | 12,994 | $1.29M | 0.02% | +1,155+9.8% | Added |
| Tema ETFs LLC | 12,999 | $1.29M | 0.10% | +101+0.8% | Added |
| Spire Wealth Management | 13,011 | $1.29M | 0.04% | +7,680+144.1% | Added |
| Avidian Wealth Solutions, LLC | 13,049 | $1.29M | 0.05% | +16+0.1% | Added |
| Winning Points Advisors, LLC | 13,593 | $1.30M | 1.47% | +13,593 | New |
| Brandes Investment Partners, LP | 13,086 | $1.30M | 0.01% | −2,040−13.5% | Reduced |
| Stock Yards Bank & Trust Co | 13,086 | $1.30M | 0.04% | −1,760−11.9% | Reduced |
| Portfolio Design Labs, LLC | 13,144 | $1.30M | 0.21% | +6,329+92.9% | Added |
| Intellectus Partners, LLC | 13,149 | $1.30M | 0.25% | +2,031+18.3% | Added |
| Clean Yield Group | 13,173 | $1.31M | 0.36% | −1,285−8.9% | Reduced |
| Sunbelt Securities, Inc. | 13,208 | $1.31M | 0.09% | −618−4.5% | Reduced |
| Flagship Harbor Advisors, LLC | 13,209 | $1.31M | 0.06% | +2,379+22.0% | Added |
| Alliance Private Wealth, LLC | 11,756 | $1.31M | 0.46% | +11,756 | New |
| Thomasville National Bank | 13,261 | $1.32M | 0.08% | +307+2.4% | Added |
| Horst & Graben Wealth Management LLC | 13,293 | $1.32M | 0.20% | +55+0.4% | Added |
| Summit Global Investments | 13,302 | $1.32M | 0.08% | +1,384+11.6% | Added |
| Integrity Advisory Solutions, LLC | 13,306 | $1.32M | 0.19% | −68,917−83.8% | Reduced |
| Radnor Capital Management, LLC | 13,313 | $1.32M | 0.20% | −675−4.8% | Reduced |
| Octavia Wealth Advisors, LLC | 13,325 | $1.32M | 0.13% | +2,070+18.4% | Added |
| Paradigm Financial Partners, LLC | 13,337 | $1.32M | 0.13% | −1,447−9.8% | Reduced |
| Capital Financial Group Inc | 13,360 | $1.33M | 0.74% | +13,360 | New |
| Argent Trust Co | 13,364 | $1.33M | 0.05% | −3,208−19.4% | Reduced |
| Harvest Investment Advisors, LLC | 13,377 | $1.33M | 0.75% | −40−0.3% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 13,383 | $1.33M | 0.01% | +1,770+15.2% | Added |
| Heritage Trust Co | 13,475 | $1.34M | 0.14% | −1,051−7.2% | Reduced |
| Spinnaker Trust | 13,517 | $1.34M | 0.07% | −1,684−11.1% | Reduced |
| Peak Retirement Planning, Inc. | 13,522 | $1.34M | 0.31% | +13,522 | New |
| Waller Financial Planning Group, Inc | 13,594 | $1.35M | 0.30% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 13,603 | $1.35M | 0.39% | −397−2.8% | Reduced |
| Venturi Wealth Management, LLC | 13,616 | $1.35M | 0.06% | +1,144+9.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 13,720 | $1.36M | 0.01% | −3,220−19.0% | Reduced |
| Tradition Wealth Management, LLC | 13,759 | $1.36M | 0.10% | −307−2.2% | Reduced |
| Mendel Money Management | 13,795 | $1.37M | 0.57% | +2,357+20.6% | Added |
| National Asset Management, Inc. | 13,797 | $1.37M | 0.06% | −1,821−11.7% | Reduced |
| Cherokee Insurance Co | 13,800 | $1.37M | 0.55% | −2,450−15.1% | Reduced |
| Probity Advisors, Inc. | 13,922 | $1.38M | 0.22% | −543−3.8% | Reduced |
| Prudential PLC | 13,928 | $1.38M | 0.01% | −5,213−27.2% | Reduced |
| Vestcor Inc | 13,933 | $1.38M | 0.04% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 13,937 | $1.38M | 0.02% | +6,277+81.9% | Added |
| Diversify Advisory Services, LLC | 12,961 | $1.39M | 0.04% | +3,043+30.7% | Added |
| Argent Advisors, Inc. | 14,086 | $1.40M | 0.39% | −2,467−14.9% | Reduced |
| Alberta Investment Management Corp | 14,100 | $1.40M | 0.01% | −29,600−67.7% | Reduced |
| Center for Wealth Management Advisory | 14,128 | $1.40M | 1.03% | +14,128 | New |
| Pathway Financial Advisers, LLC | 14,129 | $1.40M | 0.41% | −468−3.2% | Reduced |
| Coppell Advisory Solutions LLC | 14,136 | $1.41M | 0.14% | −1,283−8.3% | Reduced |
| Courier Capital LLC | 14,204 | $1.41M | 0.08% | −1,462−9.3% | Reduced |
| Vinva Investment Management Ltd | 14,159 | $1.41M | 0.02% | +248+1.8% | Added |
| JT Stratford LLC | 14,320 | $1.42M | 0.18% | +3,179+28.5% | Added |
| Vericrest Private Wealth | 14,397 | $1.43M | 1.27% | +14,397 | New |
| Janney Capital Management LLC | 14,432 | $1.43M | 0.09% | −4,921−25.4% | Reduced |
| Axxcess Wealth Management, LLC | 14,474 | $1.44M | 0.03% | +6,162+74.1% | Added |
| Accordant Advisory Group Inc | 14,505 | $1.44M | 0.99% | −777−5.1% | Reduced |
| McDonald Partners LLC | 14,519 | $1.44M | 0.45% | −689−4.5% | Reduced |
| RM Financial Services, LLC | 14,590 | $1.45M | 1.28% | +14,590 | New |
| Green Ridge Wealth Planning LLC | 14,604 | $1.45M | 0.74% | +14,604 | New |
| Cascade Investment Advisors, Inc. | 14,606 | $1.45M | 0.85% | −855−5.5% | Reduced |
| Integrated Advisors Network LLC | 14,618 | $1.45M | 0.06% | +466+3.3% | Added |
| Alerus Financial NA | 14,663 | $1.45M | 0.07% | +1,416+10.7% | Added |
| Sagespring Wealth Partners, LLC | 14,695 | $1.46M | 0.03% | +2,078+16.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,704 | $1.46M | 0.07% | +40+0.3% | Added |
| United Asset Strategies, Inc. | 14,743 | $1.46M | 0.11% | −12,422−45.7% | Reduced |
| Old Point Trust & Financial Services N A | 14,804 | $1.47M | 0.46% | −2,257−13.2% | Reduced |
| Acadian Asset Management LLC | 14,838 | $1.47M | 0.00% | +14,512+4,451.5% | Added |
| Howard Capital Management Inc. | 14,852 | $1.47M | 0.02% | +5,598+60.5% | Added |
| Glass Wealth Management Co LLC | 14,870 | $1.47M | 0.61% | −2,410−13.9% | Reduced |
| Postrock Partners LLC | 14,916 | $1.48M | 0.64% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 14,950 | $1.48M | 0.02% | −1,170−7.3% | Reduced |
| Boyar Asset Management Inc. | 14,978 | $1.49M | 0.94% | −55−0.4% | Reduced |
| American Assets Investment Management, LLC | 15,000 | $1.49M | 0.10% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 14,591 | $1.49M | 0.03% | +7,296+100.0% | Added |
| Everence Capital Management Inc | 15,023 | $1.49M | 0.09% | +6,713+80.8% | Added |
| Bluebird Wealth Management LLC | 15,053 | $1.49M | 1.39% | +15,053 | New |
| GHP Investment Advisors, Inc. | 15,122 | $1.50M | 0.06% | −1,225−7.5% | Reduced |
| Maltin Wealth Management, Inc. | 15,145 | $1.50M | 0.60% | +403+2.7% | Added |
| Kinneret Advisory, LLC | 15,179 | $1.51M | 0.13% | −416−2.7% | Reduced |
| Auxier Asset Management | 15,192 | $1.51M | 0.21% | +327+2.2% | Added |
| La Banque Postale Asset Management SA | 15,224 | $1.51M | 0.02% | −770−4.8% | Reduced |
| Hantz Financial Services, Inc. | 15,275 | $1.51M | 0.02% | −647−4.1% | Reduced |