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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 3,823 | $379.2K | 0.08% | −1,280−25.1% | Reduced |
| Coastal Investment Advisors, Inc. | 3,825 | $379.4K | 0.12% | +385+11.2% | Added |
| CWA Asset Management Group, LLC | 3,832 | $380.1K | 0.01% | +52+1.4% | Added |
| Murphy & Mullick Capital Management Corp | 3,849 | $381.7K | 0.28% | +190+5.2% | Added |
| Encompass More Asset Management | 3,853 | $382.2K | 0.07% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 3,854 | $382.3K | 0.21% | +3,854 | New |
| Howard Financial Services, Ltd. | 3,859 | $382.7K | 0.04% | +309+8.7% | Added |
| Acorns Advisers, LLC | 3,864 | $383.0K | 0.00% | +115+3.1% | Added |
| Ingalls & Snyder LLC | 3,868 | $384.0K | 0.01% | −853−18.1% | Reduced |
| Valmark Advisers, Inc. | 3,875 | $384.4K | 0.00% | −955−19.8% | Reduced |
| MBM Wealth Consultants, LLC | 3,910 | $387.8K | 0.09% | +344+9.6% | Added |
| Midland Wealth Advisors LLC | 3,913 | $388.1K | 0.02% | −1,293−24.8% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 3,912 | $388.2K | 0.08% | +3,912 | New |
| Adviser Investments LLC | 3,925 | $389.3K | 0.00% | −6,639−62.8% | Reduced |
| Resonant Capital Advisors, LLC | 3,927 | $389.5K | 0.02% | +3,927 | New |
| Everpar Advisors LLC | 3,951 | $391.9K | 0.15% | +3,951 | New |
| Private Wealth Asset Management, LLC | 3,966 | $393.4K | 0.04% | −942−19.2% | Reduced |
| Lifeworks Advisors, LLC | 3,968 | $393.6K | 0.05% | +158+4.1% | Added |
| Equitable Trust Co | 3,975 | $394.3K | 0.02% | −53−1.3% | Reduced |
| Inlet Private Wealth, LLC | 3,980 | $394.8K | 0.09% | −17,438−81.4% | Reduced |
| Flputnam Investment Management Co | 3,985 | $395.3K | 0.01% | −4,456−52.8% | Reduced |
| Bollard Group LLC | 3,993 | $396.0K | 0.01% | −501−11.1% | Reduced |
| Allred Capital Management, LLC | 3,997 | $396.5K | 0.14% | +40+1.0% | Added |
| RDA Financial Network | 4,027 | $399.4K | 0.10% | −717−15.1% | Reduced |
| Peoples Financial Services Corp. | 4,030 | $399.7K | 0.19% | +100+2.5% | Added |
| VeraBank, N.A. | 4,044 | $401.1K | 0.07% | −22−0.5% | Reduced |
| New Wave Wealth Advisors LLC | 4,049 | $401.6K | 0.15% | +428+11.8% | Added |
| Bucket List Wealth Management, LLC | 4,055 | $402.3K | 0.24% | +4,055 | New |
| CFS Investment Advisory Services, LLC | 4,056 | $402.3K | 0.03% | −212−5.0% | Reduced |
| Gibbs Wealth Management | 3,724 | $402.4K | 0.10% | −50−1.3% | Reduced |
| Cadent Capital Advisors, LLC | 4,058 | $402.5K | 0.11% | +107+2.7% | Added |
| Penserra Capital Management LLC | 4,078 | $403.0K | 0.00% | −12−0.3% | Reduced |
| Taylor Financial Group, Inc. | 4,103 | $407.0K | 0.24% | −2,588−38.7% | Reduced |
| Lecap Asset Management Ltd | 4,135 | $410.2K | 0.16% | +1,418+52.2% | Added |
| Shakespeare Wealth Management, Inc. | 4,137 | $410.3K | 0.09% | +55+1.3% | Added |
| Abc Arbitrage SA | 4,139 | $410.5K | 0.04% | +4,139 | New |
| Private Trust Co NA | 4,144 | $411.0K | 0.04% | −1,109−21.1% | Reduced |
| 1st Source Bank | 4,152 | $411.8K | 0.02% | −255−5.8% | Reduced |
| Kentucky Trust Co | 4,153 | $411.9K | 0.22% | +200+5.1% | Added |
| Fiduciary Trust Co | 4,160 | $412.6K | 0.00% | +192+4.8% | Added |
| Copley Financial Group, Inc. | 4,184 | $415.0K | 0.26% | +4,184 | New |
| RWM Asset Management, LLC | 3,905 | $417.7K | 0.05% | +61+1.6% | Added |
| BlueSky Wealth Advisors, LLC | 4,213 | $417.9K | 0.06% | −150−3.4% | Reduced |
| JFS Wealth Advisors, LLC | 4,225 | $419.0K | 0.02% | +141+3.5% | Added |
| Rare Wolf Capital LLC | 4,232 | $419.8K | 0.26% | +4,232 | New |
| Hodges Capital Management Inc. | 4,237 | $420.2K | 0.04% | −3,350−44.2% | Reduced |
| Oakland Financial Corp | 4,250 | $421.6K | 6.98% | 00.0% | Unchanged |
| Kennedy Investment Group | 4,252 | $421.7K | 0.16% | +282+7.1% | Added |
| Crestwood Advisors Group LLC | 4,259 | $422.5K | 0.01% | +1,803+73.4% | Added |
| Sylvest Advisors, LLC | 4,290 | $425.5K | 0.23% | −1,009−19.0% | Reduced |
| Twinbeech Capital LP | 4,300 | $426.5K | 0.03% | +346+8.8% | Added |
| State of Wyoming | 4,307 | $427.2K | 0.05% | +4,307 | New |
| Uncommon Cents Investing LLC | 4,308 | $427.3K | 0.10% | +640+17.4% | Added |
| Marks Group Wealth Management, Inc | 4,319 | $428.4K | 0.04% | −68−1.6% | Reduced |
| Ci Investments Inc. | 4,328 | $429.3K | 0.00% | −1,300−23.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,336 | $430.1K | 0.27% | −530−10.9% | Reduced |
| Seelaus Asset Management LLC | 4,340 | $430.5K | 0.34% | +374+9.4% | Added |
| Hutner Capital Management Inc | 4,340 | $430.5K | 0.18% | −48−1.1% | Reduced |
| Capstone Investment Advisors, LLC | 4,354 | $431.9K | 0.00% | −58,196−93.0% | Reduced |
| Virtue Capital Management, LLC | 4,285 | $432.9K | 0.07% | −3,609−45.7% | Reduced |
| Azimuth Capital Investment Management LLC | 4,400 | $436.4K | 0.02% | +150+3.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,422 | $438.6K | 0.03% | +1,879+73.9% | Added |
| Winthrop Advisory Group LLC | 4,426 | $439.1K | 0.04% | +65+1.5% | Added |
| Archford Capital Strategies, LLC | 4,432 | $439.6K | 0.05% | −4−0.1% | Reduced |
| Mayflower Financial Advisors, LLC | 4,440 | $440.4K | 0.05% | −1,105−19.9% | Reduced |
| Silverlake Wealth Management LLC | 4,449 | $441.3K | 0.10% | −19−0.4% | Reduced |
| Panagora Asset Management Inc | 4,450 | $441.4K | 0.00% | −541−10.8% | Reduced |
| WestHill Financial Advisors, Inc. | 4,466 | $443.0K | 0.08% | +3+0.1% | Added |
| Roble, Belko & Company, Inc | 4,480 | $444.0K | 0.06% | +313+7.5% | Added |
| Brady Martz Wealth Solutions, LLC | 4,487 | $445.0K | 0.08% | −158−3.4% | Reduced |
| Howland Capital Management LLC | 4,489 | $445.3K | 0.02% | −644−12.5% | Reduced |
| Parsons Capital Management Inc | 4,489 | $445.3K | 0.02% | −219−4.7% | Reduced |
| Solitude Financial Services | 4,500 | $446.4K | 0.15% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 4,503 | $446.7K | 0.08% | +257+6.1% | Added |
| Stonebridge Financial Group, LLC | 4,532 | $449.5K | 0.04% | −333−6.8% | Reduced |
| Burns Matteson Capital Management, LLC | 4,541 | $450.4K | 0.18% | +422+10.2% | Added |
| Aegis Wealth Management, Inc. | 4,547 | $451.0K | 0.35% | +4,547 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,571 | $453.3K | 0.05% | +1,947+74.2% | Added |
| Lincoln Capital LLC | 4,578 | $454.1K | 0.08% | −910−16.6% | Reduced |
| Hoxton Planning & Management, LLC | 4,581 | $454.4K | 0.14% | +774+20.3% | Added |
| Cohen Capital Management, Inc. | 4,585 | $454.8K | 0.07% | 00.0% | Unchanged |
| AMG National Trust Bank | 4,597 | $456.0K | 0.01% | −725−13.6% | Reduced |
| Diligent Investors, LLC | 4,599 | $456.2K | 0.11% | −577−11.1% | Reduced |
| Lighthouse Financial Services Inc | 4,616 | $457.9K | 0.11% | +4,616 | New |
| Marshall Financial Group LLC | 4,618 | $458.1K | 0.09% | −57−1.2% | Reduced |
| Platform Technology Partners | 4,626 | $458.9K | 0.10% | +763+19.8% | Added |
| Nvest Financial, LLC | 4,641 | $460.3K | 0.19% | +4,641 | New |
| waypoint wealth counsel | 4,641 | $460.4K | 0.17% | +1,766+61.4% | Added |
| Coordinated Financial Services, Inc. | 4,646 | $460.8K | 0.27% | +465+11.1% | Added |
| Community Bank & Trust, Waco, Texas | 4,670 | $463.0K | 0.10% | −167−3.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,671 | $463.3K | 0.09% | +2,883+161.2% | Added |
| Invesco, LLC | 4,682 | $464.4K | 0.16% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 4,692 | $465.4K | 0.11% | −7,061−60.1% | Reduced |
| Elevated Capital Advisors, LLC | 4,696 | $465.8K | 0.11% | −381−7.5% | Reduced |
| Cetera Trust Company, N.A | 4,733 | $469.5K | 0.25% | −65−1.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,462 | $469.5K | 0.01% | −934−17.3% | Reduced |
| Central Trust Co | 4,738 | $470.0K | 0.01% | −435−8.4% | Reduced |
| Groupama Asset Managment | 4,744 | $470.6K | 0.01% | −495−9.4% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 4,775 | $473.6K | 0.35% | −1,400−22.7% | Reduced |
| Diversified Enterprises, LLC | 4,777 | $473.8K | 0.03% | +4,777 | New |