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 |
|---|---|---|---|---|---|
| Lauer Wealth, LLC | 2,928 | $313.2K | 0.24% | −375−11.4% | Reduced |
| Eagle Harbor Asset Management Inc | 3,172 | $314.6K | 0.26% | −100−3.1% | Reduced |
| Pflug Koory, LLC | 3,172 | $314.6K | 0.15% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 3,173 | $314.7K | 0.00% | −336−9.6% | Reduced |
| LVW Advisors, LLC | 3,174 | $314.8K | 0.03% | +127+4.2% | Added |
| Gsa Capital Partners LLP | 3,182 | $316.0K | 0.03% | +3,182 | New |
| Verus Capital Partners, LLC | 3,187 | $316.1K | 0.02% | +298+10.3% | Added |
| Wynn Capital, LLC | 3,195 | $317.0K | 0.15% | +160+5.3% | Added |
| WealthTrak Capital Management LLC | 3,204 | $317.8K | 0.23% | +50+1.6% | Added |
| Jacobs & Co | 3,212 | $318.0K | 0.03% | −350−9.8% | Reduced |
| Southland Equity Partners LLC | 3,214 | $318.8K | 0.06% | +41+1.3% | Added |
| Smith Chas P & Associates Pa Cpas | 3,217 | $319.1K | 0.02% | +3,217 | New |
| Dorsey & Whitney Trust CO LLC | 3,219 | $319.3K | 0.02% | −22−0.7% | Reduced |
| Washington Trust Co | 3,221 | $319.5K | 0.01% | −490−13.2% | Reduced |
| Tempo Wealth, LLC | 3,235 | $320.8K | 0.06% | +3,235 | New |
| Eaton-Cambridge Inc. | 3,235 | $320.9K | 0.11% | +135+4.4% | Added |
| Wimmer Associates 1, LLC | 3,237 | $321.1K | 0.15% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 3,241 | $321.5K | 0.15% | +3,241 | New |
| FRG Family Wealth Advisors LLC | 3,255 | $322.9K | 0.05% | −255−7.3% | Reduced |
| Federated Hermes, Inc. | 3,264 | $323.8K | 0.00% | +1,422+77.2% | Added |
| LS Investment Advisors, LLC | 3,275 | $324.8K | 0.05% | +335+11.4% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,297 | $327.0K | 0.07% | +3,297 | New |
| Hilton Head Capital Partners, LLC | 3,309 | $328.2K | 0.19% | +3,309 | New |
| Capital Analysts, LLC | 3,318 | $329.0K | 0.01% | −74−2.2% | Reduced |
| Sterling Investment Counsel, LLC | 3,338 | $331.1K | 0.09% | +26+0.8% | Added |
| rebel Financial LLC | 3,341 | $331.4K | 0.14% | +3,341 | Added |
| TBH Global Asset Management, LLC | 3,352 | $332.5K | 0.06% | +3,352 | New |
| RPS Advisory Solutions LLC | 3,354 | $332.6K | 0.16% | −2,275−40.4% | Reduced |
| Symphony Financial, Ltd. Co. | 3,357 | $333.0K | 0.04% | −8,105−70.7% | Reduced |
| Kathmere Capital Management, LLC | 3,370 | $334.3K | 0.02% | +3,370 | New |
| Versant Capital Management, Inc | 3,372 | $334.5K | 0.04% | −669−16.6% | Reduced |
| U S Global Investors Inc | 3,373 | $334.6K | 0.04% | +10.0% | Added |
| Formidable Asset Management, LLC | 4,009 | $334.9K | 0.05% | +185+4.8% | Added |
| Frec Markets, Inc. | 3,378 | $335.2K | 0.10% | +3,378 | New |
| Ares Financial Consulting, LLC | 3,383 | $335.6K | 0.32% | +3,383 | New |
| Aprio Wealth Management, LLC | 3,376 | $336.3K | 0.02% | +3,376 | New |
| TCG Advisory Services, LLC | 3,410 | $338.2K | 0.01% | −522−13.3% | Reduced |
| Rooted Wealth Advisors, Inc. | 2,902 | $338.8K | 0.10% | +129+4.7% | Added |
| Union Bancaire Privee, UBP SA | 3,548 | $340.8K | 0.01% | +3,480+5,117.6% | Added |
| NCM Capital Management, LLC | 3,442 | $341.4K | 0.13% | −691−16.7% | Reduced |
| Aurora Private Wealth, Inc. | 3,459 | $343.0K | 0.23% | +3,459 | New |
| Strategic Investment Solutions, Inc. | 3,473 | $344.6K | 0.08% | +10.0% | Added |
| David Loasby | 3,201 | $345.8K | 0.02% | +159+5.2% | Added |
| Lansing Street Advisors | 3,489 | $346.1K | 0.09% | +33+1.0% | Added |
| Shay Capital LLC | 3,500 | $347.2K | 0.06% | +3,500 | New |
| One68 Global Capital, LLC | 3,500 | $347.2K | 4.09% | +3,500 | New |
| Diversified Trust Co | 3,502 | $347.4K | 0.01% | +551+18.7% | Added |
| Family Legacy, Inc. | 3,504 | $347.6K | 0.10% | 00.0% | Unchanged |
| Capital Advisors Inc | 3,507 | $347.9K | 0.01% | −504−12.6% | Reduced |
| Northstar Financial Companies, Inc. | 3,514 | $348.6K | 0.28% | +3,514 | New |
| Global Trust Wealth Management LLC | 3,528 | $349.9K | 0.26% | +3,528 | New |
| City State Bank | 3,531 | $350.2K | 0.10% | −639−15.3% | Reduced |
| ZEGA Investments, LLC | 3,542 | $351.3K | 0.07% | +3,542 | New |
| Secured Retirement Advisors, LLC | 3,565 | $353.6K | 0.20% | −230−6.1% | Reduced |
| Thayer Partners, LLC | 3,567 | $353.8K | 0.17% | +3,567 | New |
| Finward Bancorp | 3,570 | $354.1K | 0.27% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,575 | $354.6K | 0.02% | +3,575 | New |
| Madrid Wealth Management, LLC | 3,591 | $356.2K | 0.29% | +3,591 | New |
| GeoWealth Management, LLC | 3,604 | $357.5K | 0.01% | +398+12.4% | Added |
| Sym Financial Corp | 3,606 | $357.7K | 0.04% | +3,606 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,340 | $358.0K | 0.00% | +40+1.2% | Added |
| Zions Bancorporation, National Association | 3,615 | $358.6K | 0.02% | +3,464+2,294.0% | Added |
| Buttonwood Financial Advisors Inc. | 3,617 | $358.7K | 0.12% | −99−2.7% | Reduced |
| Greenline Partners, LLC | 3,626 | $359.7K | 0.04% | −634−14.9% | Reduced |
| Nordwand Advisors, LLC | 3,645 | $361.5K | 0.06% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 3,646 | $361.6K | 0.06% | −275−7.0% | Reduced |
| Capital International Sarl | 3,660 | $363.0K | 0.01% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 3,660 | $363.1K | 0.20% | −17−0.5% | Reduced |
| Vista Investment Partners LLC | 3,676 | $364.6K | 0.10% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 3,677 | $364.7K | 0.09% | −84−2.2% | Reduced |
| Adams Wealth Management | 3,686 | $366.0K | 0.08% | −186−4.8% | Reduced |
| CacheTech Inc. | 3,686 | $366.0K | 0.07% | −186−4.8% | Reduced |
| Successful Portfolios LLC | 3,392 | $366.6K | 0.19% | +465+15.9% | Added |
| Atticus Wealth Management, LLC | 3,698 | $366.8K | 0.09% | −931−20.1% | Reduced |
| Barr E S & Co | 3,717 | $368.7K | 0.02% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 3,724 | $369.4K | 0.06% | −140−3.6% | Reduced |
| Parkside Financial Bank & Trust | 3,726 | $369.5K | 0.03% | +37+1.0% | Added |
| Tyche Wealth Partners LLC | 3,730 | $370.0K | 0.06% | −185−4.7% | Reduced |
| Stevens Capital Management LP | 3,730 | $370.0K | 0.13% | +3,730 | New |
| Northstar Group, Inc. | 3,730 | $370.0K | 0.05% | −258−6.5% | Reduced |
| Centerline Wealth Advisors, LLC | 3,735 | $370.5K | 0.13% | +3+0.1% | Added |
| Conning Inc. | 3,737 | $370.7K | 0.01% | +29+0.8% | Added |
| Green Square Capital Advisors LLC | 3,739 | $370.9K | 0.04% | −11,673−75.7% | Reduced |
| Wealth Advisory Solutions, LLC | 3,739 | $370.9K | 0.09% | −1,424−27.6% | Reduced |
| Spurstone Advisory Services, LLC | 3,742 | $371.2K | 5.84% | +100+2.7% | Added |
| Summit Asset Management, LLC | 3,743 | $371.3K | 0.05% | −59−1.6% | Reduced |
| CRA Financial Services, LLC | 3,744 | $371.3K | 0.05% | −1,063−22.1% | Reduced |
| Mechanics Bank Trust Department | 3,755 | $372.5K | 0.05% | −530−12.4% | Reduced |
| L2 Asset Management, LLC | 3,760 | $372.9K | 0.05% | +261+7.5% | Added |
| First Nebraska Trust Co | 3,761 | $373.1K | 0.03% | −200−5.0% | Reduced |
| Durante & Waters, LLC | 3,762 | $373.2K | 0.26% | +10.0% | Added |
| Thrive Wealth Management, LLC | 3,765 | $373.4K | 0.05% | +3,765 | New |
| Lewis Asset Management, LLC | 3,770 | $373.9K | 0.15% | +305+8.8% | Added |
| MeadowBrook Investment Advisors LLC | 3,784 | $375.3K | 0.32% | −615−14.0% | Reduced |
| Personal Cfo Solutions, LLC | 3,790 | $375.9K | 0.06% | −375−9.0% | Reduced |
| EntryPoint Capital, LLC | 3,797 | $376.6K | 0.15% | +3,797 | New |
| Everstar Asset Management, LLC | 3,800 | $376.9K | 0.20% | −5,554−59.4% | Reduced |
| Lodestone Wealth Management LLC | 3,810 | $377.9K | 0.15% | +60+1.6% | Added |
| Annex Advisory Services, LLC | 3,812 | $378.1K | 0.01% | −29−0.8% | Reduced |
| Boothbay Fund Management, LLC | 3,813 | $378.2K | 0.01% | −5,677−59.8% | Reduced |