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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| Burkett Financial Services, LLC | 97 | $9.66K | 0.00% | +1+1.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 100 | $9.92K | 0.00% | −274−73.3% | Reduced |
| Nvest Wealth Strategies, Inc. | 100 | $9.92K | 0.01% | +100 | New |
| McMillan Office, Inc. | 100 | $9.92K | 0.00% | +100 | New |
| Strive Financial Group ,LLC | 100 | $9.98K | 0.01% | +100 | New |
| PMV Capital Advisers, LLC | 101 | $10.0K | 0.02% | +101 | New |
| Kimelman & Baird, LLC | 102 | $10.1K | 0.00% | −640−86.3% | Reduced |
| Prosperity Bancshares Inc | 105 | $10.4K | 0.01% | +105 | New |
| Highline Wealth Partners LLC | 107 | $10.6K | 0.00% | +11+11.5% | Added |
| ZRC Wealth Management, LLC | 109 | $10.8K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 112 | $11.1K | 0.01% | −22−16.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 113 | $11.2K | 0.00% | +69+156.8% | Added |
| Miller Global Investments, LLC | 116 | $11.5K | 0.01% | +116 | New |
| Thompson Investment Management, Inc. | 117 | $11.6K | 0.00% | −45−27.8% | Reduced |
| PayPay Securities Corp | 118 | $11.7K | 0.34% | +100+555.6% | Added |
| Kilter Group LLC | 122 | $12.1K | 0.01% | +51+71.8% | Added |
| Insight Financial Services | 123 | $12.2K | 0.01% | −151−55.1% | Reduced |
| WealthCollab, LLC | 124 | $12.3K | 0.01% | −31−20.0% | Reduced |
| Financial Freedom, LLC | 125 | $12.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 125 | $12.4K | 0.00% | +61+95.3% | Added |
| DB Fitzpatrick & Co, Inc | 129 | $12.8K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 134 | $13.2K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 137 | $13.6K | 0.01% | +137 | New |
| Cedar Mountain Advisors, LLC | 138 | $13.7K | 0.00% | +1+0.7% | Added |
| Westside Investment Management, Inc. | 139 | $13.8K | 0.00% | +3+2.2% | Added |
| HighMark Wealth Management LLC | 139 | $13.8K | 0.01% | 00.0% | Unchanged |
| Tobam | 141 | $14.0K | 0.00% | −52−26.9% | Reduced |
| J.Safra Asset Management Corp | 144 | $14.3K | 0.00% | +144 | New |
| Atomic Invest LLC | 145 | $14.4K | 0.01% | +145 | New |
| VSM Wealth Advisory, LLC | 150 | $14.9K | 0.00% | −93−38.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 150 | $14.9K | 0.00% | −60−28.6% | Reduced |
| Abound Financial, LLC | 154 | $15.3K | 0.01% | +154 | New |
| WFA of San Diego, LLC | 155 | $15.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 155 | $15.4K | 0.00% | +2+1.3% | Added |
| HFM Investment Advisors, LLC | 157 | $15.6K | 0.01% | +144+1,107.7% | Added |
| Howard Hughes Medical Institute | 159 | $15.8K | 0.01% | +1+0.6% | Added |
| BFSG, LLC | 160 | $15.9K | 0.00% | +20+14.3% | Added |
| Evolution Wealth Management Inc. | 164 | $16.3K | 0.01% | −47−22.3% | Reduced |
| Swiss Re Ltd | 164 | $16.3K | 0.00% | +164 | New |
| Adkins Seale Capital Management LLC | 164 | $16.3K | 0.02% | +164 | New |
| Prestige Wealth Management Group LLC | 166 | $16.5K | 0.00% | +31+23.0% | Added |
| Entrust Financial LLC | 169 | $16.7K | 0.01% | +169 | New |
| Dunhill Financial, LLC | 171 | $16.9K | 0.00% | +9+5.6% | Added |
| Wilkerson Advisory Group LLC | 171 | $16.9K | 0.01% | +171 | New |
| Red Tortoise LLC | 173 | $17.2K | 0.01% | +3+1.8% | Added |
| Aventura Private Wealth, LLC | 178 | $17.7K | 0.01% | +10+6.0% | Added |
| Albion Financial Group | 180 | $17.9K | 0.00% | −180−50.0% | Reduced |
| Morton Brown Family Wealth, LLC | 182 | $18.1K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 185 | $18.4K | 0.01% | +185 | New |
| Fourth Dimension Wealth, LLC | 191 | $18.9K | 0.01% | −25−11.6% | Reduced |
| Security National Bank | 200 | $19.8K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 203 | $20.1K | 0.01% | +5+2.5% | Added |
| Legacy Wealth Managment, LLC | 208 | $20.6K | 0.01% | +120+136.4% | Added |
| Tower Trust & Investment Co | 209 | $20.7K | 0.01% | +209 | New |
| Frazier Financial Advisors, LLC | 209 | $20.8K | 0.01% | +209 | New |
| Kohmann Bosshard Financial Services, LLC | 210 | $20.8K | 0.00% | +210 | New |
| Millstone Evans Group, LLC | 211 | $20.9K | 0.01% | −21−9.1% | Reduced |
| Consultiva Wealth Management, Corp. | 215 | $21.3K | 0.06% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 218 | $21.6K | 0.01% | −18−7.6% | Reduced |
| West Branch Capital LLC | 220 | $21.8K | 0.01% | +20+10.0% | Added |
| Motiv8 Investments LLC | 220 | $22.0K | 0.01% | +220 | New |
| Stephens Consulting, LLC | 223 | $22.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 229 | $23.0K | 0.01% | −189−45.2% | Reduced |
| Eagle Bay Advisors LLC | 234 | $23.2K | 0.02% | +234 | New |
| Missouri Trust & Investment Co | 235 | $23.3K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 237 | $23.5K | 0.01% | −68−22.3% | Reduced |
| Kennebec Savings Bank | 237 | $23.5K | 0.02% | −10−4.0% | Reduced |
| Aventus Investment Advisors, Inc. | 238 | $23.6K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 240 | $23.8K | 0.01% | −1,427−85.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 248 | $24.6K | 0.00% | +248 | New |
| Piscataqua Savings Bank | 250 | $24.8K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 250 | $24.8K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 252 | $25.0K | 0.01% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 251 | $25.0K | 0.02% | +251 | New |
| Grove Bank & Trust | 253 | $25.1K | 0.00% | −211−45.5% | Reduced |
| Financial Perspectives, Inc | 255 | $25.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 260 | $25.8K | 0.00% | +55+26.8% | Added |
| Raffa Wealth Management, LLC | 261 | $25.9K | 0.00% | −20−7.1% | Reduced |
| Hurley Capital, LLC | 267 | $26.5K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 270 | $26.8K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 271 | $26.8K | 0.01% | −24−8.1% | Reduced |
| TSFG, LLC | 275 | $27.0K | 0.00% | +1+0.4% | Added |
| Coston, McIsaac & Partners | 272 | $27.0K | 0.01% | +119+77.8% | Added |
| Core Alternative Capital | 280 | $27.8K | 0.01% | +7+2.6% | Added |
| Fairscale Capital, LLC | 284 | $28.2K | 0.02% | −182−39.1% | Reduced |
| Harbor Investment Advisory, LLC | 290 | $28.8K | 0.00% | −564−66.0% | Reduced |
| Torren Management, LLC | 291 | $28.8K | 0.01% | +291 | New |
| Kemnay Advisory Services Inc. | 295 | $29.3K | 0.00% | +295 | New |
| ESL Trust Services, LLC | 300 | $29.8K | 0.01% | −35−10.4% | Reduced |
| Financial Network Wealth Advisors LLC | 300 | $29.8K | 0.03% | +1+0.3% | Added |
| Ogorek Anthony Joseph | 307 | $30.0K | 0.01% | +14+4.8% | Added |
| Pacifica Partners Inc. | 307 | $31.0K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 314 | $31.2K | 0.01% | +4+1.3% | Added |
| CWM Advisors, LLC | 322 | $32.0K | 0.00% | −27,029−98.8% | Reduced |
| Hilltop National Bank | 328 | $32.5K | 0.01% | −55−14.4% | Reduced |
| Pingora Partners LLC | 335 | $33.2K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 337 | $33.4K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 337 | $33.4K | 0.03% | +337 | New |
| Chesapeake Asset Management LLC | 345 | $34.2K | 0.03% | −170−33.0% | Reduced |
| Evermay Wealth Management LLC | 355 | $35.2K | 0.00% | 00.0% | Unchanged |