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Livermore
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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.

Institutional holdersQ4 2025: 2,125 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ4 2025: $50.2B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
RFG - Bristol Wealth Advisors, LLC2,203$218.5K0.06%+2,203New
Retirement Planning Co of New England, Inc.2,205$218.7K0.09%−486−18.1%Reduced
Farmers & Merchants Trust Co of Long Beach2,208$219.0K0.05%−1,379−38.4%Reduced
Aviso Wealth Management2,208$219.0K0.09%+2,208New
Kestra Investment Management, LLC2,209$219.1K0.01%+2,209New
Kelsey Financial, LLC2,221$220.3K0.19%+2,221New
CV Advisors LLC2,225$220.7K0.06%+2,225New
Pittenger & Anderson Inc2,232$221.4K0.01%00.0%Unchanged
Wright Investors Service Inc2,233$221.5K0.07%+2,233New
South State Corp.2,237$221.9K0.01%−1,960−46.7%Reduced
Coastline Trust Co2,240$222.2K0.02%00.0%Unchanged
Options Solutions, LLC2,240$222.2K0.16%+2,240New
First Heartland Consultants, Inc.2,252$223.4K0.02%−2,641−54.0%Reduced
Sollinda Capital Management LLC2,255$223.7K0.06%+2,255New
Frisch Financial Group, Inc.2,256$223.7K0.05%−194−7.9%Reduced
Somerset Trust Co2,262$224.4K0.07%+2,262New
Relyea Zuckerberg Hanson LLC2,268$225.0K0.02%+2,268New
Wallace Advisory Group, LLC2,281$226.3K0.24%−993−30.3%Reduced
Trilogy Capital Inc.2,284$226.5K0.01%+2,284New
Barnes Pettey Financial Advisors, LLC2,284$226.6K0.11%+2,284New
Allegheny Financial Group LTD2,293$227.5K0.03%+2,293New
Liberty Capital Management, Inc.2,300$228.1K0.04%−700−23.3%Reduced
Winton Group Ltd2,304$228.5K0.01%−40,136−94.6%Reduced
IFG Advisors, LLC2,313$229.4K0.04%+2,313New
Tannin Capital LLC2,317$229.8K0.21%+2,317New
Blackhawk Capital Partners LLC.2,320$230.1K0.09%+2,320New
Quantum Financial Advisors, LLC2,320$230.1K0.03%+2,320New
Keel Point, LLC2,324$230.5K0.01%+2,324New
Norway Savings Bank2,329$231.0K0.11%−1,966−45.8%Reduced
Golden State Equity Partners2,335$231.6K0.04%+2,335New
Berry Wealth Group, LP2,343$232.4K0.82%+2,343New
RD Lewis Holdings, Inc.2,081$232.8K0.20%−177−7.8%Reduced
180 Wealth Advisors, LLC2,348$232.9K0.03%−1,038−30.7%Reduced
Alliance Wealth Advisors, LLC2,348$232.9K0.11%−191−7.5%Reduced
CoreFirst Bank & Trust2,363$234.4K0.13%−720−23.4%Reduced
Wedmont Private Capital2,233$235.4K0.01%+2,233New
Fi3 FINANCIAL ADVISORS, LLC2,380$236.1K0.07%+2,380New
Optas, LLC2,382$236.3K0.04%+2,382New
Sweeney & Michel, LLC1,972$236.7K0.07%−579−22.7%Reduced
Beech Hill Advisors, Inc.2,400$238.1K0.11%+2,400New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,401$238.2K0.01%+2,401New
DeDora Capital, Inc.2,402$238.3K0.06%−4,113−63.1%Reduced
Blue Chip Partners, Inc.2,406$238.6K0.02%−1,796−42.7%Reduced
HHM Wealth Advisors, LLC2,410$239.0K0.03%−72−2.9%Reduced
Birch Financial Group, LLC2,411$239.1K0.14%−124−4.9%Reduced
First PREMIER Bank2,426$240.0K0.06%−510−17.4%Reduced
Iron Financial, LLC2,435$241.5K0.11%−2−0.1%Reduced
Cascade Financial Partners, LLC2,436$241.6K0.02%−227−8.5%Reduced
Summit Financial Wealth Advisors, LLC2,436$241.6K0.03%−187−7.1%Reduced
New Covenant Trust Company, N.A.2,393$241.7K0.22%−140−5.5%Reduced
Knightsbridge Asset Management, LLC2,440$242.0K0.04%+2,440New
Alpha Family Trust2,440$242.0K0.11%−150−5.8%Reduced
Hickory Point Bank & Trust2,446$242.6K0.18%+2,446New
Sax Wealth Advisors, LLC2,446$242.7K0.01%+2,446New
Intrust Bank NA2,447$242.7K0.02%−67−2.7%Reduced
KC Investment Advisors, LLC2,451$243.1K0.06%+2,451New
Bill Few Associates, Inc.2,454$243.5K0.06%+2,454New
HCR Wealth Advisors2,466$244.6K0.02%00.0%Unchanged
Berger Financial Group, Inc2,470$245.0K0.01%−111−4.3%Reduced
Narwhal Capital Management2,471$245.1K0.02%−3,006−54.9%Reduced
Vision Financial Markets LLC2,479$245.9K0.25%−199−7.4%Reduced
Waterloo Capital, L.P.2,481$246.1K0.02%+2,481New
Fukoku Mutual Life Insurance Co2,484$246.4K0.02%−168−6.3%Reduced
First Financial Bankshares Inc2,485$246.5K0.00%+22+0.9%Added
NWF Advisory Services Inc.2,493$247.2K0.03%+2,493New
Cannon Financial Strategists, Inc.2,498$247.8K0.03%00.0%Unchanged
Trust Investment Advisors2,500$248.0K0.13%+2,500New
Wealthquest Corp2,508$248.8K0.02%+2,508New
Fortitude Family Office, LLC2,509$248.9K0.06%−33−1.3%Reduced
Oasis Advisors, LLC2,511$249.1K0.13%+2,511New
DGS Capital Management, LLC2,513$249.3K0.04%−85−3.3%Reduced
Corsicana & Co.2,520$250.0K0.14%00.0%Unchanged
Sound View Wealth Advisors Group, LLC2,520$250.0K0.02%−239−8.7%Reduced
Yeomans Consulting Group, Inc.2,522$250.2K0.07%+2,522New
Guardian Partners Inc.2,149$250.2K0.02%+2,149New
Catalyst Capital Advisors LLC2,526$250.6K0.01%+2,526New
Flatrock Wealth Partners LLC2,527$250.6K0.12%+2,527New
World Equity Group, Inc.2,528$250.8K0.07%+5+0.2%Added
BCJ Capital Management, LLC2,531$251.1K0.01%−339−11.8%Reduced
White Pine Capital LLC2,535$251.4K0.07%+2,535New
Austin Asset Management Co Inc2,535$251.5K0.04%+30+1.2%Added
Southern Financial Group, LLC2,538$251.8K0.07%+2,538New
Checchi Capital Advisers, LLC2,539$251.8K0.02%−138−5.2%Reduced
FSB Premier Wealth Management, Inc.2,540$251.9K0.08%+2,540New
Ti-Trust, Inc2,544$252.3K0.16%+29+1.2%Added
Ransom Advisory, Ltd2,550$252.9K0.10%−337−11.7%Reduced
Spirit of America Management Corp2,550$252.9K0.05%00.0%Unchanged
Leavell Investment Management, Inc.2,554$253.3K0.01%−318−11.1%Reduced
Vista Investment Partners II, LLC2,561$254.0K0.11%+2,561New
Ellis Investment Partners, LLC2,561$254.1K0.04%−9−0.4%Reduced
CVA Family Office, LLC2,563$254.2K0.03%+596+30.3%Added
Childress Capital Advisors, LLC2,563$254.2K0.04%+2,563New
Liberty Wealth Management LLC2,565$254.4K0.03%+3+0.1%Added
Martingale Asset Management L P2,566$254.5K0.01%+2,566New
Pinnacle Wealth Management Group, Inc.2,570$254.9K0.13%−950−27.0%Reduced
Coastal Bridge Advisors, LLC2,572$255.1K0.02%−85−3.2%Reduced
Evexia Wealth LLC2,381$255.8K0.07%+2,381New
Dana Investment Advisors, Inc.2,592$257.1K0.01%−85−3.2%Reduced
Trustmark National Bank Trust Department2,594$257.3K0.02%−545−17.4%Reduced
Enterprise Financial Services Corp2,600$257.9K0.13%+2,600New