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 |
|---|---|---|---|---|---|
| Bellevue Asset Management, LLC | 1,068 | $106.0K | 0.05% | −45−4.0% | Reduced |
| Marquette Asset Management, LLC | 1,071 | $106.2K | 0.02% | +972+981.8% | Added |
| Addison Advisors LLC | 1,083 | $107.4K | 0.02% | +963+802.5% | Added |
| Quintet Private Bank (Europe) S.A. | 1,125 | $111.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,128 | $111.9K | 0.03% | −555−33.0% | Reduced |
| First Community Trust NA | 1,129 | $112.0K | 0.08% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 1,135 | $112.6K | 0.05% | −508−30.9% | Reduced |
| Concord Wealth Partners | 1,160 | $115.0K | 0.01% | −11−0.9% | Reduced |
| IAG Wealth Partners, LLC | 1,167 | $115.7K | 0.01% | +9+0.8% | Added |
| Hills Bank & Trust Co | 1,214 | $120.4K | 0.01% | +1,214 | New |
| McIlrath & Eck, LLC | 1,240 | $123.0K | 0.01% | +30+2.5% | Added |
| Broadwater Capital Management LLC | 1,255 | $124.5K | 0.09% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 1,275 | $126.5K | 0.07% | +1,275 | New |
| Richardson Financial Services Inc. | 1,285 | $127.5K | 0.08% | −1,015−44.1% | Reduced |
| Granite FO LLC | 1,300 | $128.9K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,296 | $129.0K | 0.04% | 00.0% | Unchanged |
| Union Savings Bank | 1,314 | $130.3K | 0.06% | +1,314 | New |
| Glen Eagle Advisors, LLC | 1,353 | $134.2K | 0.02% | −1,082−44.4% | Reduced |
| Legacy Bridge, LLC | 1,359 | $134.8K | 0.05% | +75+5.8% | Added |
| St Germain D J Co Inc | 1,431 | $141.9K | 0.01% | −157−9.9% | Reduced |
| Y.D. More Investments Ltd | 1,437 | $142.5K | 0.01% | −763−34.7% | Reduced |
| First Horizon Corp | 1,440 | $142.8K | 0.01% | −333−18.8% | Reduced |
| Trust Co | 1,468 | $145.6K | 0.01% | −3−0.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,474 | $146.2K | 0.06% | +1,474 | New |
| MTM Investment Management, LLC | 1,479 | $146.7K | 0.05% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,495 | $148.2K | 0.01% | +493+49.2% | Added |
| LGT Financial Advisors LLC | 1,500 | $148.8K | 0.91% | 00.0% | Unchanged |
| Eastern Bank | 1,520 | $150.8K | 0.00% | −508−25.0% | Reduced |
| Meramec Financial Planners, LLC | 1,288 | $151.1K | 0.06% | +1,288 | New |
| Wellington Shields Capital Management, LLC | 1,562 | $154.9K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,568 | $155.6K | 0.01% | +461+41.6% | Added |
| Basecamp Wealth Advisors LLC | 1,575 | $156.2K | 0.03% | +1,575 | New |
| Sterling Capital Management LLC | 1,592 | $157.9K | 0.00% | −1,056−39.9% | Reduced |
| Key Capital Management, INC | 1,598 | $158.5K | 0.16% | +1,598 | New |
| FNY Investment Advisers, LLC | 1,621 | $160.0K | 0.05% | +1,550+2,183.1% | Added |
| True Wealth Design, LLC | 1,692 | $167.8K | 0.05% | +1,231+267.0% | Added |
| Tanglewood Legacy Advisors, LLC | 1,734 | $172.0K | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,735 | $172.1K | 0.01% | −512−22.8% | Reduced |
| Bruce G. Allen Investments, LLC | 1,744 | $173.0K | 0.12% | +583+50.2% | Added |
| Country Trust Bank | 1,751 | $173.7K | 0.00% | −549−23.9% | Reduced |
| Massmutual Trust Co FSB | 1,774 | $176.0K | 0.00% | −2,725−60.6% | Reduced |
| Toth Financial Advisory Corp | 775 | $176.1K | 0.02% | +117+17.8% | Added |
| Bullock Wealth Management Group | 1,780 | $176.5K | 0.09% | +14+0.8% | Added |
| Paradigm Asset Management Co LLC | 1,824 | $180.9K | 0.04% | −100−5.2% | Reduced |
| Key Financial Inc | 1,825 | $181.0K | 0.03% | +852+87.6% | Added |
| Cape Investment Advisory, Inc. | 1,840 | $182.5K | 0.06% | +538+41.3% | Added |
| Leisure Capital Management | 1,876 | $186.1K | 0.06% | +1,876 | New |
| Sentry Investment Management LLC | 1,882 | $187.0K | 0.12% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 1,891 | $187.6K | 0.17% | +1,891 | New |
| DiNuzzo Private Wealth, Inc. | 1,897 | $188.2K | 0.02% | +11+0.6% | Added |
| Pandora Wealth, Inc. | 1,898 | $188.3K | 0.11% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,911 | $189.6K | 0.08% | −7,253−79.1% | Reduced |
| Roxbury Financial LLC | 1,927 | $191.1K | 0.17% | −1,188−38.1% | Reduced |
| Cromwell Holdings LLC | 1,954 | $193.8K | 0.11% | +1,807+1,229.3% | Added |
| Heritage Wealth Advisors | 1,957 | $194.1K | 0.01% | +28+1.5% | Added |
| Ameriflex Group, Inc. | 1,963 | $194.7K | 0.10% | −1,081−35.5% | Reduced |
| Smithfield Trust Co | 1,954 | $195.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,994 | $197.8K | 0.06% | +1,994 | New |
| Curat Global, LLC | 2,000 | $198.4K | 0.22% | −1,000−33.3% | Reduced |
| Basepoint Wealth LLC | 2,011 | $199.5K | 0.12% | +2,011 | New |
| Mystic Asset Management, Inc. | 2,019 | $200.3K | 0.05% | +2,019 | New |
| Kesler, Norman & Wride, LLC | 2,019 | $200.3K | 0.03% | −28,100−93.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,877 | $200.7K | 0.01% | −983−34.4% | Reduced |
| Promethium Advisors,llc | 2,025 | $200.9K | 0.11% | +2,025 | New |
| Capstone Financial Advisors, Inc. | 2,027 | $201.1K | 0.01% | −1,010−33.3% | Reduced |
| Bank & Trust Co | 2,038 | $202.1K | 0.14% | 00.0% | Unchanged |
| Trust Point Inc. | 2,045 | $202.8K | 0.02% | +2,045 | New |
| Congress Park Capital LLC | 2,050 | $203.3K | 0.06% | −525−20.4% | Reduced |
| Douglas Lane & Associates, LLC | 2,054 | $203.7K | 0.00% | +2,054 | New |
| Magnus Financial Group LLC | 2,056 | $204.0K | 0.02% | +2,056 | New |
| Strategic Wealth Designers | 2,058 | $204.1K | 0.03% | +2,058 | New |
| D.B. Root & Company, LLC | 2,059 | $204.2K | 0.05% | +2,059 | New |
| Ipswich Investment Management Co., Inc. | 2,075 | $205.8K | 0.05% | −350−14.4% | Reduced |
| Gryphon Financial Partners LLC | 2,075 | $205.9K | 0.02% | +2,075 | New |
| Split Rock Private Trading & Wealth Management, LLC | 2,078 | $206.1K | 0.17% | +2,078 | New |
| HFG Advisors, Inc. | 2,091 | $207.4K | 0.15% | +2,091 | New |
| Certified Advisory Corp | 2,096 | $207.9K | 0.02% | +2,096 | New |
| LaSalle St. Investment Advisors, LLC | 2,101 | $208.0K | 0.03% | +2,101 | New |
| Angeles Wealth Management, LLC | 2,097 | $208.0K | 0.01% | +2,097 | New |
| Synergy Financial Management, LLC | 2,099 | $208.2K | 0.02% | +2,099 | New |
| Fountainhead AM, LLC | 2,705 | $209.6K | 0.31% | +2,705 | New |
| Onefund, LLC | 2,117 | $210.0K | 0.13% | +119+6.0% | Added |
| Wick Capital Partners, LLC | 2,119 | $210.2K | 0.04% | +2,119 | New |
| Avestar Capital, LLC | 2,120 | $210.3K | 0.01% | +2,120 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,128 | $211.0K | 0.03% | +2,128 | New |
| High Net Worth Advisory Group LLC | 2,131 | $211.4K | 0.05% | −1,029−32.6% | Reduced |
| Silver Coast Investments LLC | 2,131 | $211.4K | 0.07% | +2,131 | New |
| Premier Path Wealth Partners, LLC | 2,139 | $212.1K | 0.03% | +2,139 | New |
| Busey Wealth Management | 2,139 | $212.2K | 0.01% | +2,139 | New |
| Eddie Patel Inc | 2,144 | $212.7K | 0.16% | +2,144 | New |
| PFS Partners, LLC | 2,147 | $213.0K | 0.10% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 2,150 | $213.3K | 0.05% | +2,150 | New |
| Cfo Capital Management LLC | 2,153 | $213.6K | 0.16% | +2,153 | New |
| Arwa LLC | 2,155 | $213.7K | 0.12% | +2,155 | New |
| Marble Harbor Investment Counsel, LLC | 2,155 | $213.8K | 0.02% | +2,155 | New |
| Hidden Cove Wealth Management, LLC | 2,156 | $213.9K | 0.14% | +2,156 | New |
| Income Insurance Ltd | 2,162 | $214.4K | 0.14% | +2,162 | New |
| Selective Wealth Management, Inc. | 1,976 | $214.7K | 0.07% | +1,976 | New |
| A4 Wealth Advisors LLC | 2,173 | $215.5K | 0.19% | +2,173 | New |
| Quotient Wealth Partners, LLC | 2,192 | $217.4K | 0.01% | +2,192 | New |