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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 357 | $35.4K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 425 | $35.5K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 359 | $35.6K | 0.02% | +9+2.6% | Added |
| S&T Bank | 364 | $36.1K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 366 | $36.3K | 0.01% | −14−3.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 425 | $36.8K | 0.02% | −175−29.2% | Reduced |
| Graney & King, LLC | 375 | $37.2K | 0.02% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 344 | $37.6K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 379 | $37.6K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 380 | $37.7K | 0.01% | −1,340−77.9% | Reduced |
| LOM Asset Management Ltd | 385 | $38.2K | 0.01% | −416−51.9% | Reduced |
| Rakuten Securities, Inc. | 387 | $38.4K | 0.01% | −3,446−89.9% | Reduced |
| South Plains Financial, Inc. | 392 | $38.9K | 0.02% | −143−26.7% | Reduced |
| Pinney & Scofield, Inc. | 392 | $38.9K | 0.02% | −223−36.3% | Reduced |
| Ramirez Asset Management, Inc. | 400 | $39.7K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 404 | $40.1K | 0.01% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 404 | $40.1K | 0.01% | +404 | New |
| Activest Wealth Management | 408 | $40.5K | 0.01% | +241+144.3% | Added |
| SJS Investment Consulting Inc. | 411 | $40.8K | 0.01% | +179+77.2% | Added |
| First United Bank Trust | 420 | $41.7K | 0.01% | +75+21.7% | Added |
| Medallion Wealth Advisors, LLC | 421 | $41.8K | 0.01% | −389−48.0% | Reduced |
| Capital Advisors, Ltd. LLC | 419 | $42.0K | 0.01% | −121−22.4% | Reduced |
| Abound Wealth Management | 425 | $42.1K | 0.01% | +20+4.9% | Added |
| Canton Hathaway, LLC | 425 | $42.2K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 426 | $42.3K | 0.01% | +426 | New |
| IMA Wealth, Inc. | 428 | $42.5K | 0.00% | −241−36.0% | Reduced |
| Atlantic Trust, LLC | 435 | $43.1K | 0.01% | +2+0.5% | Added |
| Optima Capital LLC | 445 | $44.1K | 0.02% | +445 | New |
| SWAN Capital LLC | 450 | $44.6K | 0.02% | −22−4.7% | Reduced |
| Vision Retirement, LLC | 451 | $44.7K | 0.01% | +451 | New |
| Princeton Global Asset Management LLC | 454 | $45.0K | 0.01% | +321+241.4% | Added |
| Winch Advisory Services, LLC | 463 | $46.0K | 0.01% | +7+1.5% | Added |
| Avion Wealth | 469 | $46.0K | 0.01% | +35+8.1% | Added |
| GW&K Investment Management, LLC | 466 | $46.0K | 0.00% | +76+19.5% | Added |
| Merited Wealth, LLC | 473 | $46.9K | 0.04% | +473 | New |
| CNB Bank | 474 | $47.0K | 0.02% | −52−9.9% | Reduced |
| Cornerstone Planning Group LLC | 458 | $47.5K | 0.01% | +402+717.9% | Added |
| Wolff Wiese Magana LLC | 489 | $48.5K | 0.03% | +10+2.1% | Added |
| REAP Financial Group, LLC | 491 | $48.7K | 0.01% | −26−5.0% | Reduced |
| TFC Financial Management | 517 | $51.3K | 0.01% | −7−1.3% | Reduced |
| Bogart Wealth, LLC | 527 | $52.3K | 0.00% | −118−18.3% | Reduced |
| BankPlus Trust Department | 528 | $52.4K | 0.01% | −389−42.4% | Reduced |
| Wolverine Asset Management LLC | 548 | $54.4K | 0.00% | +548 | New |
| Clark Wealth Partners | 551 | $54.6K | 0.03% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 567 | $56.3K | 0.06% | +567 | New |
| Bayban | 570 | $56.5K | 0.05% | +570 | New |
| Signature Equity Partners, LLC | 587 | $58.2K | 0.03% | +587 | New |
| Salomon & Ludwin, LLC | 571 | $58.2K | 0.01% | −231−28.8% | Reduced |
| Joseph Group Capital Management | 593 | $58.8K | 0.02% | +228+62.5% | Added |
| Bard Associates Inc | 613 | $60.8K | 0.02% | +613 | New |
| MV Capital Management, Inc. | 629 | $62.4K | 0.01% | +404+179.6% | Added |
| New England Capital Financial Advisors LLC | 630 | $62.4K | 0.02% | +201+46.9% | Added |
| IMG Wealth Management, Inc. | 633 | $62.8K | 0.04% | −39−5.8% | Reduced |
| Monetary Solutions, Ltd | 635 | $63.0K | 0.06% | +635 | New |
| Tompkins Financial Corp | 641 | $63.6K | 0.00% | −15−2.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 645 | $64.0K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 658 | $65.3K | 0.04% | +3+0.5% | Added |
| Rossby Financial, LCC | 666 | $66.0K | 0.02% | +185+38.5% | Added |
| Quattro Advisors LLC | 667 | $66.2K | 0.05% | +667 | New |
| Webster Bank, N. A. | 698 | $69.2K | 0.01% | +100+16.7% | Added |
| Asset Dedication, LLC | 701 | $69.5K | 0.00% | −2,722−79.5% | Reduced |
| Reflection Asset Management | 713 | $70.7K | 0.05% | +713 | New |
| Valley National Advisers Inc | 776 | $76.0K | 0.01% | +536+223.3% | Added |
| WPG Advisers, LLC | 767 | $76.1K | 0.06% | +281+57.8% | Added |
| Wealth Enhancement Trust Services, Inc. | 768 | $76.2K | 0.01% | +768 | New |
| MidFirst Bank | 780 | $77.4K | 0.01% | +780 | New |
| Triumph Capital Management | 782 | $77.6K | 0.02% | −3,956−83.5% | Reduced |
| General Partner, Inc. | 795 | $78.9K | 0.04% | −47−5.6% | Reduced |
| Optiver Holding B.V. | 798 | $79.2K | 0.00% | +798 | New |
| Camelot Portfolios, LLC | 800 | $79.4K | 0.05% | +800 | New |
| Inlight Wealth Management, LLC | 807 | $80.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 807 | $80.0K | 0.01% | +7+0.9% | Added |
| Bayforest Capital Ltd | 808 | $80.1K | 0.06% | +808 | New |
| American Capital Advisory, LLC | 821 | $81.4K | 0.04% | +1+0.1% | Added |
| Los Angeles Capital Management LLC | 874 | $83.1K | 0.00% | −3,733−81.0% | Reduced |
| Davis Capital Management | 844 | $83.7K | 0.06% | −27−3.1% | Reduced |
| Crews Bank & Trust | 858 | $85.1K | 0.01% | −165−16.1% | Reduced |
| Quent Capital, LLC | 873 | $86.6K | 0.01% | +219+33.5% | Added |
| EFG International AG | 892 | $88.5K | 0.00% | +892 | New |
| Rosenberg Matthew Hamilton | 893 | $88.6K | 0.02% | +818+1,090.7% | Added |
| Hazlett, Burt & Watson, Inc. | 902 | $89.0K | 0.03% | +111+14.0% | Added |
| McCarthy Grittinger Financial Group, LLC | 917 | $91.0K | 0.02% | 00.0% | Unchanged |
| Peterson Wealth Services | 924 | $91.6K | 0.02% | −3,684−79.9% | Reduced |
| Pinnacle Holdings, LLC | 945 | $93.7K | 0.03% | +500+112.4% | Added |
| Silvant Capital Management LLC | 958 | $95.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 961 | $95.3K | 0.03% | −177−15.6% | Reduced |
| Boreal Capital Management LLC | 967 | $95.9K | 0.07% | −1,090−53.0% | Reduced |
| Quarry LP | 980 | $97.2K | 0.02% | −809−45.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 980 | $97.2K | 0.03% | +45+4.8% | Added |
| Asset Planning,Inc | 987 | $97.9K | 0.07% | −232−19.0% | Reduced |
| AdvisorNet Financial, Inc | 989 | $98.1K | 0.01% | +171+20.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 995 | $98.7K | 0.03% | +919+1,209.2% | Added |
| SHP Wealth Management | 998 | $98.9K | 0.01% | +998 | New |
| Newbridge Financial Services Group, Inc. | 998 | $98.9K | 0.02% | +695+229.4% | Added |
| Raleigh Capital Management Inc. | 1,000 | $99.2K | 0.04% | −15−1.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,000 | $99.2K | 0.01% | 00.0% | Unchanged |
| DV Equities, LLC | 1,029 | $102.1K | 0.02% | +1,029 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,050 | $104.2K | 0.03% | +220+26.5% | Added |
| LRI Investments, LLC | 1,055 | $104.6K | 0.01% | +14+1.3% | Added |
| UMA Financial Services, Inc. | 1,065 | $105.6K | 0.01% | +689+183.2% | Added |