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 |
|---|---|---|---|---|---|
| Richard W. Paul & Associates, LLC | 15,317 | $1.52M | 0.50% | +150+1.0% | Added |
| CAPROCK Group, Inc. | 15,374 | $1.52M | 0.03% | −3,764−19.7% | Reduced |
| EverSource Wealth Advisors, LLC | 15,467 | $1.53M | 0.06% | +3,772+32.3% | Added |
| Prime Capital Investment Advisors, LLC | 15,500 | $1.54M | 0.02% | +3,153+25.5% | Added |
| Clear Creek Financial Management, LLC | 15,512 | $1.54M | 0.13% | −414−2.6% | Reduced |
| Zullo Investment Group, Inc. | 15,544 | $1.54M | 0.56% | −677−4.2% | Reduced |
| First Dallas Securities Inc. | 15,583 | $1.55M | 0.58% | +811+5.5% | Added |
| Fiduciary Alliance LLC | 15,687 | $1.56M | 0.10% | +7,524+92.2% | Added |
| Culbertson A N & Co Inc | 15,772 | $1.56M | 0.21% | −1,600−9.2% | Reduced |
| Steel Peak Wealth Management LLC | 15,821 | $1.57M | 0.05% | −35,467−69.2% | Reduced |
| Whittier Trust Co | 14,958 | $1.57M | 0.02% | −4,505−23.1% | Reduced |
| Aptus Capital Advisors, LLC | 15,886 | $1.58M | 0.01% | +1,342+9.2% | Added |
| Summit Wealth Group LLC | 15,972 | $1.58M | 0.21% | +11,320+243.3% | Added |
| Groupe la Francaise | 16,000 | $1.59M | 0.02% | −2,920−15.4% | Reduced |
| Donaldson Capital Management, LLC | 16,010 | $1.59M | 0.05% | +379+2.4% | Added |
| Trust Co of Vermont | 16,049 | $1.59M | 0.07% | −756−4.5% | Reduced |
| Woodmont Investment Counsel LLC | 16,068 | $1.59M | 0.10% | −176−1.1% | Reduced |
| Investors Asset Management of Georgia Inc | 16,170 | $1.60M | 0.66% | +664+4.3% | Added |
| Sawyer & Company, Inc | 16,221 | $1.61M | 0.57% | −4,557−21.9% | Reduced |
| NBT Bank N A | 16,377 | $1.62M | 0.11% | −67−0.4% | Reduced |
| McDaniel Terry & Co | 16,410 | $1.63M | 0.14% | −2,135−11.5% | Reduced |
| Sculati Wealth Management, LLC | 16,452 | $1.63M | 0.58% | −1,167−6.6% | Reduced |
| Old Port Advisors | 16,456 | $1.63M | 0.40% | −1,088−6.2% | Reduced |
| Christine Messmer PC | 16,741 | $1.66M | 1.08% | +16,741 | New |
| Dynamic Technology Lab Private Ltd | 16,766 | $1.66M | 0.38% | −2,358−12.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16,785 | $1.66M | 0.55% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 16,898 | $1.68M | 0.16% | −5,867−25.8% | Reduced |
| V-Square Quantitative Management LLC | 16,947 | $1.68M | 0.17% | −2,039−10.7% | Reduced |
| Kovack Advisors, Inc. | 16,964 | $1.68M | 0.08% | +10,014+144.1% | Added |
| Orca Investment Management, LLC | 16,983 | $1.68M | 1.33% | −626−3.6% | Reduced |
| North Star Investment Management Corp. | 17,049 | $1.69M | 0.11% | +152+0.9% | Added |
| Cornerstone Wealth Management, LLC | 17,056 | $1.69M | 0.09% | +831+5.1% | Added |
| Creative Financial Designs Inc | 17,071 | $1.69M | 0.11% | +1,558+10.0% | Added |
| Searle & Co. | 17,095 | $1.70M | 0.44% | −2,400−12.3% | Reduced |
| CBOE Vest Financial, LLC | 17,125 | $1.70M | 0.02% | +2,582+17.8% | Added |
| BIP Wealth, LLC | 17,316 | $1.72M | 0.06% | +14,264+467.4% | Added |
| Beacon Investment Advisors LLC | 17,321 | $1.72M | 0.69% | −202−1.2% | Reduced |
| Manske Wealth Management | 17,332 | $1.72M | 0.51% | −182−1.0% | Reduced |
| NWM Advisors, LLC | 17,352 | $1.72M | 1.50% | +17,352 | New |
| Flavin Financial Services, Inc. | 17,674 | $1.75M | 1.20% | −1,105−5.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 17,769 | $1.76M | 0.08% | −2,000−10.1% | Reduced |
| KCM Investment Advisors LLC | 17,779 | $1.76M | 0.06% | −9,300−34.3% | Reduced |
| Independent Financial Group, LLC | 17,788 | $1.76M | 0.04% | +124+0.7% | Added |
| Oak Thistle LLC | 17,840 | $1.77M | 0.25% | −8,601−32.5% | Reduced |
| Aspire Private Capital, LLC | 17,872 | $1.77M | 0.39% | −100−0.6% | Reduced |
| Neo Ivy Capital Management | 17,899 | $1.78M | 0.28% | +17,899 | New |
| Savvy Advisors, Inc. | 17,908 | $1.78M | 0.06% | +7,929+79.5% | Added |
| Daymark Wealth Partners, LLC | 17,973 | $1.78M | 0.06% | +883+5.2% | Added |
| Arete Wealth Advisors, LLC | 17,998 | $1.79M | 0.12% | +3,313+22.6% | Added |
| Ausdal Financial Partners, Inc. | 18,013 | $1.79M | 0.08% | +1,514+9.2% | Added |
| LongView Wealth Management | 16,656 | $1.80M | 0.43% | −40−0.2% | Reduced |
| Fortis Group Advisors, LLC | 16,960 | $1.80M | 0.30% | −25−0.1% | Reduced |
| Harvest Investment Services, LLC | 18,223 | $1.81M | 0.34% | −1,121−5.8% | Reduced |
| Perpetual Ltd | 18,292 | $1.81M | 0.03% | +9,015+97.2% | Added |
| Pacitti Group Inc. | 18,321 | $1.82M | 0.67% | +15,737+609.0% | Added |
| Teamwork Financial Advisors, LLC | 18,351 | $1.82M | 0.19% | −2,708−12.9% | Reduced |
| Arnhold LLC | 18,370 | $1.82M | 0.14% | 00.0% | Unchanged |
| CFC Planning Co LLC | 18,448 | $1.83M | 1.41% | +863+4.9% | Added |
| Independence Bank of Kentucky | 18,463 | $1.83M | 0.23% | −2,191−10.6% | Reduced |
| Rehmann Capital Advisory Group | 18,539 | $1.84M | 0.10% | −832−4.3% | Reduced |
| Geneos Wealth Management Inc. | 18,545 | $1.84M | 0.04% | +298+1.6% | Added |
| Grimes & Company, Inc. | 18,603 | $1.85M | 0.04% | −98,735−84.1% | Reduced |
| SWP Investment Management LLC | 18,606 | $1.85M | 1.34% | +18,606 | New |
| Cullen/Frost Bankers, Inc. | 18,641 | $1.85M | 0.02% | −2,786−13.0% | Reduced |
| Investment Research Partners LLC | 18,669 | $1.85M | 0.80% | +57+0.3% | Added |
| Umb Bank N A | 18,694 | $1.85M | 0.02% | +3,061+19.6% | Added |
| Great Lakes Advisors, LLC | 18,802 | $1.87M | 0.02% | +18,802 | New |
| McAdam, LLC | 18,812 | $1.87M | 0.09% | −923−4.7% | Reduced |
| Schulhoff & Co Inc | 18,845 | $1.87M | 0.79% | −484−2.5% | Reduced |
| Long Run Wealth Advisors, LLC | 18,856 | $1.87M | 0.35% | −88−0.5% | Reduced |
| Am Investment Strategies LLC | 19,035 | $1.89M | 0.39% | −14,779−43.7% | Reduced |
| Wealth Intelligence, LLC | 19,126 | $1.90M | 0.94% | +19,126 | New |
| Vise Technologies, Inc. | 19,148 | $1.90M | 0.04% | +7,960+71.1% | Added |
| Oak Harbor Wealth Partners, LLC | 19,264 | $1.91M | 0.46% | +147+0.8% | Added |
| ProVise Management Group, LLC | 19,282 | $1.91M | 0.14% | −2,559−11.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 19,316 | $1.92M | 0.12% | 00.0% | Unchanged |
| Choate Investment Advisors | 19,320 | $1.92M | 0.04% | +16,576+604.1% | Added |
| Wahed Invest LLC | 19,324 | $1.92M | 0.25% | −756−3.8% | Reduced |
| Marion Wealth Management | 17,895 | $1.93M | 0.43% | −10.0% | Reduced |
| Pure Financial Advisors, Inc. | 19,626 | $1.95M | 0.03% | +696+3.7% | Added |
| Global Retirement Partners, LLC | 19,690 | $1.95M | 0.03% | +11,693+146.2% | Added |
| Krilogy Financial LLC | 18,268 | $1.95M | 0.07% | +2,135+13.2% | Added |
| Jaffetilchin Investment Partners, LLC | 19,734 | $1.96M | 0.11% | +12,993+192.7% | Added |
| Exencial Wealth Advisors, LLC | 19,771 | $1.96M | 0.06% | +296+1.5% | Added |
| Mairs & Power Inc | 19,792 | $1.96M | 0.02% | −5,483−21.7% | Reduced |
| Ignite Planners, LLC | 18,536 | $1.97M | 0.30% | +5,260+39.6% | Added |
| MUFG Securities Americas Inc. | 19,909 | $1.97M | 0.12% | +61+0.3% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $1.98M | 0.54% | 00.0% | Unchanged |
| Alight Capital Management LP | 20,000 | $1.98M | 0.53% | +20,000 | New |
| Atomi Financial Group, Inc. | 20,091 | $1.99M | 0.06% | +936+4.9% | Added |
| Securian Asset Management, Inc | 20,094 | $1.99M | 0.08% | −15,441−43.5% | Reduced |
| E. Ohman J:or Asset Management AB | 20,126 | $2.00M | 0.05% | −11,388−36.1% | Reduced |
| Arbor Capital Management Inc | 19,462 | $2.00M | 1.68% | +1,766+10.0% | Added |
| Aviso Financial Inc. | 20,239 | $2.01M | 0.08% | +19,219+1,884.2% | Added |
| Rodgers Brothers Inc. | 20,329 | $2.02M | 0.24% | −10,994−35.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 20,341 | $2.02M | 0.84% | +301+1.5% | Added |
| Cresset Asset Management, LLC | 20,388 | $2.02M | 0.01% | +8,699+74.4% | Added |
| HBW Advisory Services LLC | 20,401 | $2.02M | 0.22% | +999+5.1% | Added |
| Parallel Advisors, LLC | 20,440 | $2.03M | 0.04% | +3,425+20.1% | Added |
| NewEdge Wealth, LLC | 20,561 | $2.04M | 0.02% | +4,819+30.6% | Added |