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 |
|---|---|---|---|---|---|
| Naples Global Advisors, LLC | 38,304 | $3.80M | 0.28% | −3,803−9.0% | Reduced |
| Vident Advisory, LLC | 38,494 | $3.82M | 0.04% | +5,306+16.0% | Added |
| Bridgewater Associates, LP | 38,507 | $3.82M | 0.01% | +38,507 | New |
| Venture Visionary Partners LLC | 38,614 | $3.83M | 0.13% | +1,395+3.7% | Added |
| Boston Research & Management Inc | 39,265 | $3.89M | 0.89% | −5,671−12.6% | Reduced |
| Vision Capital Management, Inc. | 39,344 | $3.90M | 0.47% | +16,746+74.1% | Added |
| Highland Capital Management, LLC | 39,742 | $3.94M | 0.20% | −1,739−4.2% | Reduced |
| Tower Research Capital LLC (TRC) | 40,070 | $3.97M | 0.10% | +29,141+266.6% | Added |
| Mediolanum International Funds Ltd | 40,001 | $3.99M | 0.04% | −6,233−13.5% | Reduced |
| HBK Sorce Advisory LLC | 34,006 | $3.99M | 0.09% | −2,552−7.0% | Reduced |
| Northwest Bancshares, Inc. | 40,430 | $4.01M | 0.77% | −2,812−6.5% | Reduced |
| Builder Investment Group Inc | 40,522 | $4.02M | 0.87% | −346−0.8% | Reduced |
| Palouse Capital Management, Inc. | 40,571 | $4.02M | 2.58% | −3,341−7.6% | Reduced |
| Commonwealth Retirement Investments LLC | 40,959 | $4.06M | 1.31% | −9,848−19.4% | Reduced |
| Gilbert & Cook, Inc. | 40,966 | $4.06M | 0.51% | +166+0.4% | Added |
| Hourglass Capital, LLC | 41,065 | $4.07M | 0.88% | +830+2.1% | Added |
| Armstrong Advisory Group, Inc | 41,287 | $4.10M | 0.28% | −6,279−13.2% | Reduced |
| Signaturefd, LLC | 41,442 | $4.11M | 0.06% | +2,192+5.6% | Added |
| PYA Waltman Capital, LLC | 41,739 | $4.14M | 1.11% | +23,376+127.3% | Added |
| Lynch & Associates | 41,803 | $4.15M | 0.78% | −3,363−7.4% | Reduced |
| Welch & Forbes LLC | 41,850 | $4.15M | 0.05% | −1,670−3.8% | Reduced |
| Iams Wealth Management, LLC | 42,088 | $4.17M | 1.51% | −2,878−6.4% | Reduced |
| Capital Investment Advisory Services, LLC | 42,309 | $4.20M | 0.30% | +3,091+7.9% | Added |
| Hartford Investment Management Co | 42,614 | $4.23M | 0.13% | −360−0.8% | Reduced |
| Farther Finance Advisors, LLC | 42,695 | $4.23M | 0.05% | +18,086+73.5% | Added |
| Catherine Avery Investment Management LLC | 42,741 | $4.24M | 2.54% | +370+0.9% | Added |
| First Citizens Bank & Trust Co | 43,228 | $4.29M | 0.09% | +17,544+68.3% | Added |
| Exchange Traded Concepts, LLC | 43,790 | $4.34M | 0.04% | +715+1.7% | Added |
| Birch Capital Management, LLC | 44,142 | $4.38M | 2.18% | −6,248−12.4% | Reduced |
| Neuberger Berman Group LLC | 44,559 | $4.42M | 0.00% | +13,751+44.6% | Added |
| Cooper Financial Group | 44,639 | $4.43M | 0.47% | −12,339−21.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 44,839 | $4.45M | 0.17% | +6,276+16.3% | Added |
| Waterfront Wealth Inc. | 41,323 | $4.45M | 0.85% | −347−0.8% | Reduced |
| Lathrop Investment Management Corp | 44,862 | $4.45M | 0.81% | −1,232−2.7% | Reduced |
| IFP Advisors, Inc | 44,878 | $4.45M | 0.10% | +6,204+16.0% | Added |
| Inspire Advisors, LLC | 44,894 | $4.45M | 0.41% | +2,422+5.7% | Added |
| GAM Holding AG | 45,538 | $4.52M | 0.29% | −6,674−12.8% | Reduced |
| Keystone Financial Planning, Inc. | 45,768 | $4.54M | 1.32% | −1,323−2.8% | Reduced |
| HB Wealth Management, LLC | 45,792 | $4.54M | 0.03% | +4,059+9.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 45,819 | $4.54M | 0.88% | −25,867−36.1% | Reduced |
| TCTC Holdings, LLC | 45,867 | $4.55M | 0.14% | −250−0.5% | Reduced |
| Koshinski Asset Management, Inc. | 45,923 | $4.56M | 0.29% | +307+0.7% | Added |
| Kentucky Retirement Systems | 46,083 | $4.57M | 0.12% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 46,325 | $4.59M | 0.13% | −624−1.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 46,342 | $4.60M | 0.79% | −1,580−3.3% | Reduced |
| Norinchukin Bank, The | 46,364 | $4.60M | 0.05% | +3,234+7.5% | Added |
| Atria Investments LLC | 46,434 | $4.61M | 0.05% | +10,169+28.0% | Added |
| Level Four Advisory Services, LLC | 46,632 | $4.63M | 0.15% | −7,787−14.3% | Reduced |
| Strategic Planning, Inc. | 47,090 | $4.67M | 2.52% | +579+1.2% | Added |
| Murphy Pohlad Asset Management LLC | 47,325 | $4.69M | 1.80% | −177−0.4% | Reduced |
| Inspire Trust Co, N.A. | 48,000 | $4.76M | 0.78% | +8,000+20.0% | Added |
| Northwestern Mutual Wealth Management Co | 48,131 | $4.77M | 0.00% | −4,206−8.0% | Reduced |
| Kestra Private Wealth Services, LLC | 48,137 | $4.77M | 0.06% | −11,895−19.8% | Reduced |
| APG Asset Management N.V. | 56,601 | $4.78M | 0.01% | +26,389+87.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 48,322 | $4.79M | 0.11% | −85,417−63.9% | Reduced |
| Rowland & Co Investment Counsel | 48,383 | $4.80M | 0.93% | +1,646+3.5% | Added |
| ARS Wealth Advisors Group, LLC | 48,595 | $4.82M | 0.43% | +2,727+5.9% | Added |
| Morgan Dempsey Capital Management LLC | 48,617 | $4.82M | 2.35% | −3,589−6.9% | Reduced |
| Sciencast Management LP | 48,687 | $4.83M | 0.67% | +48,687 | New |
| Thrivent Financial for Lutherans | 48,825 | $4.84M | 0.01% | −660,939−93.1% | Reduced |
| Tufton Capital Management | 48,850 | $4.84M | 0.85% | −6,647−12.0% | Reduced |
| San Luis Wealth Advisors LLC | 49,023 | $4.86M | 0.81% | +5,276+12.1% | Added |
| Advisory Services Network, LLC | 49,131 | $4.87M | 0.07% | −4,680−8.7% | Reduced |
| NewSquare Capital LLC | 49,167 | $4.88M | 0.43% | −21,243−30.2% | Reduced |
| Nomura Holdings Inc | 49,279 | $4.89M | 0.01% | −32,828−40.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 49,742 | $4.93M | 0.07% | +43,540+702.0% | Added |
| Crossmark Global Holdings, Inc. | 49,757 | $4.94M | 0.07% | +7,488+17.7% | Added |
| Vivaldi Capital Management, LLC | 49,996 | $4.96M | 0.67% | −840−1.7% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 50,245 | $4.98M | 1.49% | +110.0% | Added |
| Cullen Investment Group, Ltd. | 46,217 | $4.99M | 0.65% | −36,097−43.9% | Reduced |
| Biondo Investment Advisors, LLC | 50,368 | $5.00M | 0.60% | +1,858+3.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 50,785 | $5.04M | 0.02% | +17,276+51.6% | Added |
| Elo Mutual Pension Insurance Co | 51,346 | $5.09M | 0.08% | −8,587−14.3% | Reduced |
| Skylands Capital, LLC | 51,545 | $5.11M | 0.69% | +2,005+4.0% | Added |
| Glenview Trust Co | 51,646 | $5.12M | 0.08% | −5,819−10.1% | Reduced |
| Mizuho Securities USA LLC | 53,808 | $5.16M | 0.09% | +199+0.4% | Added |
| First Manhattan Co | 52,280 | $5.19M | 0.01% | −7,720−12.9% | Reduced |
| First National Bank of Omaha | 52,673 | $5.23M | 0.15% | +8,926+20.4% | Added |
| AIA Group Ltd | 53,300 | $5.29M | 0.08% | +47,555+827.8% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 50,247 | $5.30M | 1.82% | +2,350+4.9% | Added |
| Allstate Corp | 53,556 | $5.31M | 0.07% | +27,578+106.2% | Added |
| Grace & White Inc | 53,690 | $5.33M | 0.95% | 00.0% | Unchanged |
| AE Wealth Management LLC | 53,832 | $5.34M | 0.03% | +4,463+9.0% | Added |
| Sovereign's Capital Management, LLC | 53,933 | $5.35M | 3.24% | −3,608−6.3% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 54,091 | $5.39M | 0.13% | +54,091 | New |
| Resources Investment Advisors, LLC. | 54,363 | $5.39M | 0.05% | +31,680+139.7% | Added |
| Pinkerton Retirement Specialists, LLC | 54,589 | $5.41M | 0.56% | +250+0.5% | Added |
| Brown Brothers Harriman & Co | 55,818 | $5.54M | 0.03% | +1,402+2.6% | Added |
| Landscape Capital Management, L.L.C. | 55,963 | $5.55M | 0.37% | −19,150−25.5% | Reduced |
| Linscomb & Williams, Inc. | 56,125 | $5.57M | 0.23% | +1,530+2.8% | Added |
| Intech Investment Management LLC | 56,396 | $5.59M | 0.05% | −2,938−5.0% | Reduced |
| Altrius Capital Management Inc | 56,523 | $5.61M | 1.19% | +776+1.4% | Added |
| AustralianSuper Pty Ltd | 56,572 | $5.61M | 0.03% | +3,570+6.7% | Added |
| Abn Amro Investment Solutions | 56,634 | $5.62M | 0.08% | +13,369+30.9% | Added |
| Fisher Asset Management, LLC | 56,962 | $5.65M | 0.00% | −9,965−14.9% | Reduced |
| Penn Davis McFarland Inc | 57,201 | $5.67M | 0.54% | +22,929+66.9% | Added |
| Teachers Retirement System of the State of Kentucky | 57,373 | $5.69M | 0.04% | 00.0% | Unchanged |
| Kiltearn Partners LLP | 57,500 | $5.70M | 1.24% | −10,900−15.9% | Reduced |
| Massar Capital Management, LP | 58,000 | $5.75M | 1.13% | −300,000−83.8% | Reduced |
| Intellus Advisors LLC | 58,513 | $5.80M | 0.77% | +9,843+20.2% | Added |