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 |
|---|---|---|---|---|---|
| FLC Capital Advisors | 20,747 | $2.06M | 0.38% | +771+3.9% | Added |
| Pavion Blue Capital, LLC | 20,778 | $2.06M | 0.86% | −3,385−14.0% | Reduced |
| Verdence Capital Advisors LLC | 20,782 | $2.06M | 0.12% | −14,352−40.8% | Reduced |
| Portside Wealth Group, LLC | 20,799 | $2.06M | 0.28% | −2,095−9.2% | Reduced |
| Csenge Advisory Group | 20,957 | $2.08M | 0.09% | +9,273+79.4% | Added |
| Cowa, LLC | 20,962 | $2.08M | 0.63% | +2,690+14.7% | Added |
| Pinnacle Associates Ltd | 21,005 | $2.08M | 0.03% | +545+2.7% | Added |
| Washington Trust Advisors, Inc. | 21,381 | $2.12M | 0.16% | −534−2.4% | Reduced |
| Wedbush Securities Inc | 21,406 | $2.12M | 0.06% | +1,213+6.0% | Added |
| Moors & Cabot, Inc. | 21,528 | $2.14M | 0.09% | −466−2.1% | Reduced |
| Evergreen Capital Management LLC | 21,548 | $2.14M | 0.05% | +13,500+167.7% | Added |
| Boomfish Wealth Group, LLC | 21,599 | $2.14M | 1.15% | +4,018+22.9% | Added |
| One Capital Management, LLC | 21,656 | $2.15M | 0.06% | −521−2.3% | Reduced |
| Mfg Wealth Management, Inc. | 21,662 | $2.15M | 1.67% | +8,455+64.0% | Added |
| Hilltop Holdings Inc. | 21,897 | $2.17M | 0.13% | −5,501−20.1% | Reduced |
| Horizon Investments, LLC | 21,983 | $2.18M | 0.03% | +61+0.3% | Added |
| Evolve Private Wealth, LLC | 22,039 | $2.19M | 0.13% | +22,039 | New |
| Edgestream Partners, L.P. | 22,072 | $2.19M | 0.06% | +22,072 | New |
| Sovereign Financial Group, Inc. | 22,092 | $2.19M | 0.39% | +50+0.2% | Added |
| Engineers Gate Manager LP | 22,196 | $2.20M | 0.03% | −20,986−48.6% | Reduced |
| Huntington National Bank | 22,281 | $2.21M | 0.01% | +100.0% | Added |
| Te Ahumairangi Investment Management Ltd | 22,286 | $2.21M | 0.40% | −900−3.9% | Reduced |
| We Are One Seven, LLC | 22,461 | $2.23M | 0.05% | +5,064+29.1% | Added |
| Delphi Financial Group, Inc. | 22,470 | $2.23M | 1.11% | +22,470 | New |
| Dynamic Advisor Solutions LLC | 22,509 | $2.23M | 0.07% | −1,204−5.1% | Reduced |
| Cladis Investment Advisory, LLC | 22,538 | $2.24M | 1.22% | −5,398−19.3% | Reduced |
| BLVD Private Wealth, LLC | 22,598 | $2.24M | 1.95% | −167−0.7% | Reduced |
| Quadrant Capital Group LLC | 22,615 | $2.24M | 0.07% | +16,078+246.0% | Added |
| Farmers & Merchants Investments Inc | 22,841 | $2.27M | 0.06% | −1,141−4.8% | Reduced |
| Tilson Financial Group, Inc. | 22,898 | $2.27M | 0.70% | +110.0% | Added |
| Bluefin Capital Management, LLC | 22,900 | $2.27M | 0.64% | +22,900 | New |
| Carmel Capital Partners, LLC | 22,974 | $2.28M | 0.80% | +13,128+133.3% | Added |
| Beacon Financial Group | 23,148 | $2.30M | 0.23% | −1,469−6.0% | Reduced |
| Bonness Enterprises Inc | 23,150 | $2.30M | 0.79% | +2,000+9.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 23,349 | $2.32M | 0.11% | +868+3.9% | Added |
| Morningstar Investment Management LLC | 23,361 | $2.32M | 0.14% | −685−2.8% | Reduced |
| Bailard, Inc. | 23,404 | $2.32M | 0.05% | +18,653+392.6% | Added |
| Metis Global Partners, LLC | 23,414 | $2.32M | 0.05% | −1,512−6.1% | Reduced |
| Bleakley Financial Group, LLC | 23,539 | $2.33M | 0.04% | +1,115+5.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,611 | $2.34M | 0.03% | +152+0.6% | Added |
| Klingenstein Fields & Co LP | 23,626 | $2.34M | 0.09% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 23,780 | $2.36M | 0.26% | +20,359+595.1% | Added |
| Charter Trust Co | 23,838 | $2.36M | 0.14% | −4,186−14.9% | Reduced |
| Econ Financial Services Corp | 23,891 | $2.37M | 1.19% | −12,687−34.7% | Reduced |
| Independent Investors Inc | 24,028 | $2.38M | 0.44% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 24,129 | $2.39M | 0.08% | +1,080+4.7% | Added |
| Brookstone Capital Management | 24,134 | $2.39M | 0.03% | +42+0.2% | Added |
| Stratos Wealth Partners, LTD. | 24,171 | $2.40M | 0.03% | −28,415−54.0% | Reduced |
| Benin Management CORP | 24,197 | $2.40M | 0.54% | −6,938−22.3% | Reduced |
| Horrell Capital Management, Inc. | 24,330 | $2.41M | 1.05% | −852−3.4% | Reduced |
| Canandaigua National Bank & Trust Co | 24,421 | $2.42M | 0.22% | −7,029−22.3% | Reduced |
| Empirical Finance, LLC | 24,454 | $2.43M | 0.12% | −1,078−4.2% | Reduced |
| Miller Howard Investments Inc | 24,555 | $2.44M | 0.07% | +3,965+19.3% | Added |
| Hillman Capital Management, Inc. | 24,616 | $2.44M | 1.54% | −7,268−22.8% | Reduced |
| TD Waterhouse Canada Inc. | 24,640 | $2.44M | 0.02% | −1,724−6.5% | Reduced |
| Ritholtz Wealth Management | 24,677 | $2.45M | 0.04% | +22,081+850.6% | Added |
| Measured Risk Portfolios, Inc. | 24,705 | $2.45M | 2.82% | +1,214+5.2% | Added |
| Brookmont Capital Management | 24,720 | $2.45M | 1.42% | +40.0% | Added |
| Advisors Capital Management, LLC | 24,822 | $2.46M | 0.03% | −700−2.7% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 24,828 | $2.46M | 1.05% | +10,432+72.5% | Added |
| Harvest Portfolios Group Inc. | 24,894 | $2.47M | 0.04% | −1,196−4.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 24,985 | $2.48M | 0.12% | +3,460+16.1% | Added |
| DKRT Investments Corp. | 25,000 | $2.48M | 0.70% | 00.0% | Unchanged |
| Legato Capital Management LLC | 25,000 | $2.48M | 0.21% | +25,000 | New |
| Nicholas Hoffman & Company, LLC. | 25,045 | $2.48M | 0.06% | −1,320−5.0% | Reduced |
| North Dakota State Investment Board | 25,170 | $2.50M | 0.09% | +25,170 | New |
| Van Den Berg Management I, Inc | 25,205 | $2.50M | 0.57% | +1,465+6.2% | Added |
| Cypress Wealth Services, LLC | 25,209 | $2.50M | 0.35% | −187−0.7% | Reduced |
| Moss Adams Wealth Advisors LLC | 25,221 | $2.50M | 0.18% | +1,075+4.5% | Added |
| Ascent Group, LLC | 25,226 | $2.50M | 0.09% | +3,653+16.9% | Added |
| Pine Valley Investments Ltd Liability Co | 25,375 | $2.52M | 0.13% | −17,924−41.4% | Reduced |
| Valeo Financial Advisors, LLC | 25,456 | $2.52M | 0.06% | +156+0.6% | Added |
| Leelyn Smith, LLC | 25,494 | $2.53M | 0.37% | −564−2.2% | Reduced |
| Cardinal Capital Management | 25,508 | $2.53M | 0.34% | +709+2.9% | Added |
| Waters Parkerson & Co., LLC | 25,648 | $2.54M | 0.12% | −5,638−18.0% | Reduced |
| Bourne Lent Asset Management Inc | 25,783 | $2.56M | 0.85% | −300−1.2% | Reduced |
| Omers Administration Corp | 26,064 | $2.59M | 0.02% | 00.0% | Unchanged |
| Natural Investments, LLC | 26,097 | $2.59M | 0.64% | +212+0.8% | Added |
| Commerce Bank | 26,122 | $2.59M | 0.01% | −2,835−9.8% | Reduced |
| Motco | 26,134 | $2.59M | 0.23% | −680−2.5% | Reduced |
| Americana Partners, LLC | 26,147 | $2.59M | 0.07% | +4,590+21.3% | Added |
| Edgemoor Investment Advisors, Inc. | 26,175 | $2.60M | 0.20% | +5,583+27.1% | Added |
| Principal Securities, Inc. | 26,360 | $2.61M | 0.04% | +1,253+5.0% | Added |
| GM Advisory Group, Inc. | 26,403 | $2.62M | 0.10% | −1,178−4.3% | Reduced |
| Opus Investment Management Inc | 26,600 | $2.64M | 1.61% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 26,618 | $2.64M | 0.49% | +62+0.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,641 | $2.64M | 0.02% | −300−1.1% | Reduced |
| Centaurus Financial, Inc. | 26,664 | $2.65M | 0.12% | +15,450+137.8% | Added |
| Cohen Klingenstein LLC | 26,741 | $2.65M | 0.08% | 00.0% | Unchanged |
| Sigma Planning Corp | 26,781 | $2.66M | 0.07% | +8,091+43.3% | Added |
| Resources Management Corp | 26,800 | $2.66M | 0.34% | −4,019−13.0% | Reduced |
| Capital Square, LLC | 26,812 | $2.66M | 1.36% | +1,135+4.4% | Added |
| IHT Wealth Management, LLC | 26,759 | $2.66M | 0.06% | +15,732+142.7% | Added |
| Old Second National Bank of Aurora | 26,872 | $2.67M | 0.53% | −319−1.2% | Reduced |
| Two Sigma Advisers, LP | 27,100 | $2.69M | 0.01% | −763,500−96.6% | Reduced |
| Laurel Wealth Advisors LLC | 27,140 | $2.69M | 0.36% | +1,470+5.7% | Added |
| First Pacific Financial | 27,242 | $2.70M | 0.35% | −988−3.5% | Reduced |
| QTR Family Wealth, LLC | 22,796 | $2.71M | 1.19% | +1,821+8.7% | Added |
| Norris Financial Group, LLC | 27,281 | $2.71M | 0.92% | +2,215+8.8% | Added |
| Change Path, LLC | 27,311 | $2.71M | 0.07% | −1,276−4.5% | Reduced |