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 |
|---|---|---|---|---|---|
| Westview Management dba Westview Investment Advisors | 2,600 | $257.9K | 0.12% | +2,600 | New |
| Plancorp, LLC | 2,603 | $258.1K | 0.01% | +2,603 | New |
| Golden State Wealth Management, LLC | 2,614 | $259.3K | 0.03% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 2,615 | $259.4K | 0.04% | +2,615 | New |
| CWS Financial Advisors, LLC | 2,615 | $259.4K | 0.07% | +2,615 | New |
| AlphaCore Capital LLC | 2,618 | $259.7K | 0.01% | +1,219+87.1% | Added |
| Investment House LLC | 2,625 | $260.4K | 0.01% | −445−14.5% | Reduced |
| Finley Financial, LLC | 2,626 | $260.5K | 0.12% | 00.0% | Unchanged |
| Covestor Ltd | 2,629 | $261.0K | 0.14% | +682+35.0% | Added |
| CogentBlue Wealth Advisors, LLC | 2,645 | $262.4K | 0.18% | 00.0% | Unchanged |
| Suncoast Equity Management | 2,652 | $263.1K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,664 | $264.2K | 0.03% | +106+4.1% | Added |
| Chapman Financial Group, LLC | 2,668 | $264.6K | 0.18% | −352−11.7% | Reduced |
| Dividend Assets Capital, LLC | 2,680 | $265.8K | 0.05% | −75−2.7% | Reduced |
| GenTrust, LLC | 2,680 | $265.8K | 0.01% | +2,680 | New |
| Simmons Bank | 2,683 | $266.1K | 0.02% | −545−16.9% | Reduced |
| Mason & Associates, LLC | 2,690 | $266.8K | 0.06% | 00.0% | Unchanged |
| Evansbrook LLC | 2,690 | $266.8K | 0.18% | +2,690 | New |
| Northeast Investment Management | 2,695 | $267.3K | 0.01% | −425−13.6% | Reduced |
| Investment Planning Advisors, Inc. | 2,696 | $267.5K | 0.08% | +2,696 | New |
| Weatherly Asset Management L. P. | 2,700 | $267.8K | 0.02% | −7−0.3% | Reduced |
| Money Concepts Capital Corp | 2,711 | $268.9K | 0.02% | −54−2.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,711 | $268.9K | 0.03% | +2,711 | New |
| Everhart Financial Group, Inc. | 2,714 | $269.2K | 0.02% | +2,714 | New |
| Advyzon Investment Management, LLC | 2,724 | $270.2K | 0.03% | +2,724 | New |
| Moody National Bank Trust Division | 2,731 | $270.9K | 0.03% | −358−11.6% | Reduced |
| Woodward Diversified Capital, LLC | 2,734 | $271.1K | 0.12% | +304+12.5% | Added |
| Cornerstone Wealth Group, LLC | 2,734 | $271.2K | 0.02% | +233+9.3% | Added |
| Morris Retirement Advisors, LLC | 2,745 | $272.3K | 0.11% | −1,368−33.3% | Reduced |
| 1776 Wealth LLC | 2,753 | $273.1K | 0.10% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 2,530 | $273.4K | 0.03% | +25+1.0% | Added |
| Xxi Wealth, LLC | 2,762 | $274.0K | 0.17% | +2,762 | New |
| GSG Advisors LLC | 2,770 | $274.8K | 0.07% | +2,770 | New |
| apricus wealth, LLC | 2,778 | $275.6K | 0.14% | −175−5.9% | Reduced |
| Alta Advisers Ltd | 2,794 | $277.1K | 0.10% | −400−12.5% | Reduced |
| Centiva Capital, LP | 2,800 | $277.7K | 0.02% | −6,900−71.1% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 2,796 | $278.6K | 0.03% | 00.0% | Unchanged |
| Claris Financial LLC | 2,810 | $278.8K | 0.15% | −1,252−30.8% | Reduced |
| Catalyst Financial Partners LLC | 2,817 | $279.4K | 0.03% | +2,817 | New |
| Aegis Wealth Management LLC | 2,835 | $281.2K | 0.16% | −93−3.2% | Reduced |
| Traynor Capital Management, Inc. | 2,837 | $281.4K | 0.02% | −116−3.9% | Reduced |
| Old National Bancorp | 2,842 | $281.9K | 0.00% | −2,113−42.6% | Reduced |
| Oakmont Investment Advisors, Inc. | 2,851 | $282.9K | 0.21% | +2,851 | New |
| Financial Advisors Network, Inc. | 2,854 | $283.1K | 0.04% | +283+11.0% | Added |
| MONECO Advisors, LLC | 2,862 | $283.9K | 0.02% | +2,862 | New |
| Weaver Consulting Group | 2,864 | $284.0K | 0.07% | −92−3.1% | Reduced |
| EPG Wealth Management LLC | 2,868 | $284.5K | 0.08% | +10+0.3% | Added |
| Juncture Wealth Strategies, LLC | 2,871 | $284.8K | 0.09% | +2,871 | New |
| Patriot Investment Management Inc. | 2,872 | $284.9K | 0.02% | −316−9.9% | Reduced |
| Ifrah Financial Services, Inc. | 2,879 | $285.6K | 0.07% | −10.0% | Reduced |
| Papp L Roy & Associates | 2,880 | $285.7K | 0.03% | −1,345−31.8% | Reduced |
| Harbour Capital Advisors, LLC | 2,829 | $285.8K | 0.06% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 2,891 | $286.8K | 0.04% | −315−9.8% | Reduced |
| S.A. Mason LLC | 2,894 | $287.0K | 0.11% | −195−6.3% | Reduced |
| Concorde Asset Management, LLC | 2,894 | $287.1K | 0.11% | +2,894 | New |
| Cahill Financial Advisors Inc | 2,895 | $287.1K | 0.03% | +54+1.9% | Added |
| Freestone Capital Holdings, LLC | 2,897 | $287.3K | 0.01% | −458−13.7% | Reduced |
| Vance Wealth, Inc. | 2,902 | $287.8K | 0.09% | +29+1.0% | Added |
| Eagle Rock Investment Company, LLC | 2,908 | $288.4K | 0.04% | 00.0% | Unchanged |
| Generation Capital Management LLC | 2,909 | $288.5K | 0.19% | −57−1.9% | Reduced |
| Wealth Alliance | 2,911 | $288.8K | 0.03% | +2,911 | New |
| Meiji Yasuda Life Insurance Co | 2,920 | $289.6K | 0.01% | +2,920 | New |
| Kaufman Rossin Wealth, LLC | 2,923 | $290.0K | 0.15% | +488+20.0% | Added |
| Hardy Reed LLC | 2,924 | $290.0K | 0.02% | +285+10.8% | Added |
| Cardinal Point Capital Management, ULC | 2,925 | $290.1K | 0.02% | +400+15.8% | Added |
| Fieldview Capital Management, LLC | 2,946 | $292.2K | 0.05% | −5,397−64.7% | Reduced |
| Choice Wealth Advisors, LLC | 2,952 | $292.8K | 0.12% | +35+1.2% | Added |
| Northwest Wealth Management, LLC | 2,954 | $293.0K | 0.05% | +2,954 | New |
| Heartwood Wealth Advisors LLC | 2,971 | $294.7K | 0.03% | +232+8.5% | Added |
| Atlas Brown,Inc. | 2,976 | $295.2K | 0.09% | +225+8.2% | Added |
| Founders Financial Alliance, LLC | 2,990 | $296.5K | 0.06% | −1,199−28.6% | Reduced |
| Lighthouse Investment Partners, LLC | 2,990 | $296.6K | 0.01% | +2,990 | New |
| MJT & Associates Financial Advisory Group, Inc. | 2,991 | $296.7K | 0.22% | −44−1.4% | Reduced |
| Clearbridge Investments, LLC | 2,992 | $296.8K | 0.00% | −2−0.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,000 | $297.6K | 0.14% | +1,500+100.0% | Added |
| Compass Capital Corp | 2,522 | $299.3K | 0.12% | +45+1.8% | Added |
| Palumbo Wealth Management LLC | 3,023 | $299.9K | 0.07% | +42+1.4% | Added |
| First Financial Bank - Trust Division | 3,027 | $300.3K | 0.02% | −171−5.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,030 | $300.6K | 0.00% | −2,326−43.4% | Reduced |
| Pathway Financial Advisors LLC | 2,863 | $301.2K | 0.04% | +18+0.6% | Added |
| MidWestOne Financial Group, Inc. | 3,045 | $302.0K | 0.03% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 3,060 | $303.5K | 0.22% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 3,065 | $304.0K | 0.22% | −103−3.3% | Reduced |
| Excelsior Advisor Network LLC | 3,072 | $304.7K | 0.15% | +3,072 | New |
| Breakwater Capital Group | 3,074 | $304.9K | 0.04% | −310−9.2% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,080 | $305.5K | 0.20% | −334−9.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,083 | $305.8K | 0.12% | −571−15.6% | Reduced |
| Farmers Trust Co | 3,084 | $305.9K | 0.05% | −50−1.6% | Reduced |
| Poinciana Advisors Group, LLC | 3,087 | $306.2K | 0.24% | +3,087 | New |
| Old Mission Investment Co LLC | 3,088 | $306.3K | 0.07% | +41+1.3% | Added |
| Wilson & Boucher Capital Management, LLC | 3,100 | $307.5K | 0.20% | −330−9.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,111 | $308.6K | 0.04% | −5,495−63.9% | Reduced |
| MKT Advisors LLC | 3,027 | $308.8K | 0.11% | −191−5.9% | Reduced |
| City Holding Co | 3,115 | $309.0K | 0.04% | −1,254−28.7% | Reduced |
| Castleview Partners, LLC | 3,116 | $309.1K | 0.15% | +683+28.1% | Added |
| PeakShares LLC | 3,117 | $309.2K | 0.30% | +3,117 | New |
| Seamount Financial Group Inc | 3,125 | $310.0K | 0.14% | −1,000−24.2% | Reduced |
| Jeppson Wealth Management, LLC | 3,143 | $311.8K | 0.10% | −50−1.6% | Reduced |
| Rexford Capital Inc | 3,144 | $311.9K | 0.24% | −150−4.6% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 3,154 | $312.9K | 0.16% | +3,154 | New |