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 |
|---|---|---|---|---|---|
| Jackson Thornton Asset Management, LLC | 4,507 | $474.2K | 0.04% | +4,507 | New |
| LMG Wealth Partners, LLC | 4,799 | $476.0K | 0.09% | +1,303+37.3% | Added |
| LifeGuide Financial Advisors, LLC | 4,725 | $477.3K | 0.16% | −195−4.0% | Reduced |
| TSG Advice Partners, LLC | 4,816 | $477.7K | 0.07% | +4,816 | New |
| Calamos Wealth Management LLC | 4,822 | $478.3K | 0.02% | +390+8.8% | Added |
| Raab & Moskowitz Asset Management LLC | 4,823 | $478.4K | 0.10% | −228−4.5% | Reduced |
| Fortress Financial Group, LLC | 4,828 | $478.9K | 0.35% | −663−12.1% | Reduced |
| Claro Advisors LLC | 4,858 | $481.9K | 0.07% | +805+19.9% | Added |
| Advisor OS, LLC | 4,867 | $482.7K | 0.04% | +4,867 | New |
| Sittner & Nelson, LLC | 4,140 | $485.8K | 0.17% | −1,268−23.4% | Reduced |
| Krane Funds Advisors LLC | 4,905 | $486.5K | 0.02% | −494−9.1% | Reduced |
| Monetary Management Group Inc | 4,925 | $488.5K | 0.11% | −375−7.1% | Reduced |
| Powers Advisory Group, LLC | 4,928 | $488.8K | 0.18% | +326+7.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,935 | $489.5K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 4,958 | $491.8K | 0.03% | +316+6.8% | Added |
| Greenwich Wealth Management LLC | 4,962 | $492.0K | 0.02% | +310+6.7% | Added |
| Brown Financial Advisors | 4,965 | $492.5K | 0.18% | +4,965 | New |
| J. Derek Lewis & Associates Inc. | 4,985 | $494.5K | 0.12% | +4,985 | New |
| Wealth Alliance Advisory Group, LLC | 4,987 | $494.7K | 0.08% | −74−1.5% | Reduced |
| Clear Street Markets LLC | 4,997 | $495.7K | 0.09% | −13,173−72.5% | Reduced |
| Autumn Glory Partners, LLC | 5,000 | $495.9K | 0.17% | 00.0% | Unchanged |
| AlTi Global, Inc. | 5,004 | $496.2K | 0.01% | +299+6.4% | Added |
| Capital Performance Advisors LLP | 5,018 | $497.7K | 0.04% | +2,193+77.6% | Added |
| Johnson & White Wealth Management, LLC | 5,021 | $498.1K | 0.22% | +781+18.4% | Added |
| Diversify Wealth Management, LLC | 4,675 | $498.3K | 0.02% | −144−3.0% | Reduced |
| Banco Santander, S.A. | 5,026 | $498.5K | 0.00% | −15,625−75.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,035 | $499.4K | 0.28% | +5,035 | New |
| Stoneridge Investment Partners LLC | 5,049 | $501.0K | 0.35% | −207−3.9% | Reduced |
| Advisortrust Partners, LLC | 5,057 | $501.6K | 0.22% | +5,057 | New |
| Quadcap Wealth Management, LLC | 5,077 | $503.6K | 0.06% | −6−0.1% | Reduced |
| Chicago Capital, LLC | 5,084 | $504.3K | 0.01% | +101+2.0% | Added |
| Sterneck Capital Management, LLC | 5,100 | $505.9K | 0.23% | −7,710−60.2% | Reduced |
| Ar Asset Management Inc | 5,100 | $506.0K | 0.10% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 5,106 | $506.5K | 0.14% | +418+8.9% | Added |
| Kera Capital Partners, Inc. | 4,774 | $507.1K | 0.06% | +4,774 | New |
| Minot DeBlois Advisors LLC | 5,115 | $507.4K | 0.46% | −605−10.6% | Reduced |
| Brio Consultants, LLC | 5,145 | $510.3K | 0.07% | −131−2.5% | Reduced |
| GTS Securities LLC | 5,149 | $510.7K | 0.02% | +5,149 | New |
| ABN AMRO Bank N.V. | 5,160 | $511.5K | 0.00% | +1,245+31.8% | Added |
| Lake Hills Wealth Management, LLC | 5,177 | $513.5K | 0.27% | +5,177 | New |
| White Knight Strategic Wealth Advisors, LLC | 5,181 | $513.9K | 0.38% | −250−4.6% | Reduced |
| CMT Capital Markets Trading GmbH | 5,185 | $514.0K | 0.34% | +2,537+95.8% | Added |
| Lantz Financial LLC | 5,184 | $514.2K | 0.11% | −11,680−69.3% | Reduced |
| Armis Advisers, LLC | 5,374 | $515.1K | 0.06% | −2,106−28.2% | Reduced |
| Davis R M Inc | 5,200 | $515.8K | 0.01% | −5,520−51.5% | Reduced |
| Bangor Savings Bank | 5,205 | $516.3K | 0.04% | −239−4.4% | Reduced |
| Charter Capital Management, LLC | 5,217 | $517.5K | 0.27% | −3,014−36.6% | Reduced |
| Bannerstone Capital Management, LLC | 5,232 | $519.0K | 0.50% | +5,232 | New |
| Legacy Advisors, LLC | 5,236 | $519.3K | 0.06% | +274+5.5% | Added |
| Institute for Wealth Management, LLC. | 5,252 | $521.0K | 0.06% | −1,320−20.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,258 | $521.5K | 0.02% | −306−5.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 5,263 | $522.0K | 0.20% | +5,263 | New |
| J Hagan Capital, Inc. | 5,266 | $522.4K | 0.29% | +3+0.1% | Added |
| Ronald Blue Trust, Inc. | 5,285 | $524.2K | 0.01% | −10,500−66.5% | Reduced |
| Womack Financial LLC | 5,287 | $524.4K | 0.39% | +588+12.5% | Added |
| Carlson Capital L P | 5,300 | $525.7K | 0.25% | −3,500−39.8% | Reduced |
| Archer Investment Corp | 5,321 | $527.8K | 0.12% | −207−3.7% | Reduced |
| HM Payson & Co | 5,329 | $528.6K | 0.01% | −20−0.4% | Reduced |
| Opinicus Capital, Inc. | 5,347 | $530.3K | 0.37% | −3,832−41.7% | Reduced |
| Discipline Wealth Solutions, LLC | 5,355 | $531.2K | 0.10% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,365 | $532.2K | 0.18% | −1,616−23.1% | Reduced |
| TD Private Client Wealth LLC | 5,368 | $532.4K | 0.01% | −2,031−27.4% | Reduced |
| Keudell/Morrison Wealth Management | 5,386 | $534.3K | 0.11% | +5,386 | New |
| Simon Quick Advisors, LLC | 5,387 | $534.4K | 0.02% | +225+4.4% | Added |
| BKD Wealth Advisors, LLC | 5,394 | $535.0K | 0.01% | −67−1.2% | Reduced |
| Silver Oak Securities, Inc | 5,374 | $535.4K | 0.04% | −1,406−20.7% | Reduced |
| Jessup Wealth Management, Inc | 5,400 | $535.7K | 0.18% | +5,400 | New |
| SeaCrest Wealth Management, LLC | 5,087 | $536.3K | 0.05% | −282−5.3% | Reduced |
| Darwin Advisors, LLC | 5,412 | $536.8K | 0.17% | +40+0.7% | Added |
| Calton & Associates, Inc. | 5,438 | $539.4K | 0.08% | +173+3.3% | Added |
| Future Financial Wealth Managment LLC | 5,100 | $543.4K | 0.37% | −2,475−32.7% | Reduced |
| Principle Wealth Partners LLC | 5,491 | $544.6K | 0.03% | +47+0.9% | Added |
| Clearwave Capital, LLC | 5,547 | $550.3K | 0.41% | +5,547 | New |
| Kanawha Capital Management LLC | 5,564 | $551.9K | 0.04% | 00.0% | Unchanged |
| Sentinus, LLC | 5,629 | $558.3K | 0.05% | +2,437+76.3% | Added |
| 49 Wealth Management, LLC | 5,642 | $559.6K | 0.05% | +5,642 | New |
| Joel Isaacson & Co., LLC | 5,645 | $559.9K | 0.02% | −996−15.0% | Reduced |
| Ipsen Advisor Group LLC | 5,670 | $562.4K | 0.40% | +95+1.7% | Added |
| Jefferson Bridge Capital, LLC | 5,685 | $563.9K | 0.57% | +5,685 | New |
| Deseret Mutual Benefit Administrators | 5,716 | $567.0K | 0.24% | +385+7.2% | Added |
| Nations Financial Group Inc, | 5,726 | $568.0K | 0.03% | +1,968+52.4% | Added |
| Sharp Financial Services, LLC | 5,775 | $572.8K | 0.29% | −2,950−33.8% | Reduced |
| Harbour Trust & Investment Management Co | 5,778 | $573.1K | 0.06% | −488−7.8% | Reduced |
| Journey Strategic Wealth LLC | 5,784 | $573.7K | 0.02% | +5,784 | New |
| Herold Advisors, Inc. | 5,785 | $573.8K | 0.13% | +833+16.8% | Added |
| Alpha Omega Wealth Management LLC | 5,787 | $574.0K | 0.10% | −265−4.4% | Reduced |
| Legacy Financial Advisors, Inc. | 5,796 | $575.0K | 0.08% | +393+7.3% | Added |
| Transcend Wealth Collective, LLC | 5,802 | $575.5K | 0.04% | +2,505+76.0% | Added |
| Bigelow Investment Advisors, LLC | 5,814 | $576.7K | 0.23% | −692−10.6% | Reduced |
| North Star Asset Management Inc | 5,854 | $580.7K | 0.02% | −250−4.1% | Reduced |
| Forteris Wealth Management Inc. | 5,866 | $581.8K | 0.57% | +5,866 | New |
| MCF Advisors LLC | 5,874 | $582.7K | 0.03% | +5,186+753.8% | Added |
| XTX Topco Ltd | 5,906 | $585.8K | 0.02% | −13,223−69.1% | Reduced |
| Phoenix Holdings Ltd. | 5,911 | $586.3K | 0.01% | +1,042+21.4% | Added |
| Evoke Wealth, LLC | 5,913 | $586.5K | 0.01% | +2,881+95.0% | Added |
| Headinvest, LLC | 5,923 | $587.5K | 0.12% | −565−8.7% | Reduced |
| Diversified Management Inc | 5,950 | $590.2K | 0.14% | +5,950 | New |
| Clear Street Group Inc. | 5,971 | $592.3K | 0.00% | +5,971 | New |
| Waddell & Associates, LLC | 5,994 | $594.5K | 0.04% | +5,994 | New |
| Kercheville Advisors, LLC | 5,440 | $594.6K | 0.16% | +849+18.5% | Added |