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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 13,011 | $1.29M | 0.04% | +7,680+144.1% | Added |
| Tema ETFs LLC | 12,999 | $1.29M | 0.10% | +101+0.8% | Added |
| Great Valley Advisor Group, Inc. | 12,994 | $1.29M | 0.02% | +1,155+9.8% | Added |
| Bryn Mawr Trust Co | 12,860 | $1.28M | 0.03% | −821−6.0% | Reduced |
| Caldwell Trust Co | 12,857 | $1.28M | 0.11% | −886−6.4% | Reduced |
| Marex Group plc | 12,832 | $1.27M | 0.01% | −3,078−19.3% | Reduced |
| Hexagon Capital Partners LLC | 12,820 | $1.27M | 0.24% | +415+3.3% | Added |
| Douglass Winthrop Advisors, LLC | 12,790 | $1.27M | 0.02% | −10.0% | Reduced |
| SG Trading Solutions, LLC | 12,770 | $1.27M | 0.29% | +12,770 | New |
| Atlantic Union Bankshares Corp | 12,724 | $1.26M | 0.02% | −5,880−31.6% | Reduced |
| Syntax Research, Inc. | 12,700 | $1.26M | 0.78% | −8,773−40.9% | Reduced |
| Cary Street Partners Financial LLC | 12,642 | $1.25M | 0.03% | −2,112−14.3% | Reduced |
| Ballentine Partners, LLC | 12,584 | $1.25M | 0.02% | +1,523+13.8% | Added |
| Chicago Partners Investment Group LLC | 11,510 | $1.24M | 0.03% | +1,831+18.9% | Added |
| Meridian Wealth Management, LLC | 12,513 | $1.24M | 0.04% | −1,070−7.9% | Reduced |
| VCI Wealth Management LLC | 12,493 | $1.24M | 0.34% | +2,321+22.8% | Added |
| StoneX Group Inc. | 12,458 | $1.24M | 0.05% | +1,008+8.8% | Added |
| Fideuram Asset Management (Ireland) dac | 10,670 | $1.24M | 0.10% | +10,670 | New |
| Level Financial Advisors, Inc. | 12,382 | $1.23M | 0.32% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 12,358 | $1.23M | 0.09% | +3,254+35.7% | Added |
| Atlanta Consulting Group Advisors, LLC | 12,304 | $1.22M | 0.28% | −341−2.7% | Reduced |
| Bridgefront Capital, LLC | 12,304 | $1.22M | 0.31% | +12,304 | New |
| Auto-Owners Insurance Co | 12,300 | $1.22M | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 12,252 | $1.22M | 0.08% | +5,390+78.5% | Added |
| RMB Capital Management, LLC | 12,220 | $1.21M | 0.02% | +9,495+348.4% | Added |
| LFG Wealth Partners, LLC | 12,167 | $1.21M | 0.77% | +12,167 | New |
| Pitcairn Wealth Advisors LLC | 12,156 | $1.21M | 0.11% | +12,156 | New |
| Callan Family Office, LLC | 12,087 | $1.20M | 0.03% | +3,974+49.0% | Added |
| Blueshift Asset Management, LLC | 12,062 | $1.20M | 0.35% | −15,200−55.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 12,027 | $1.19M | 0.36% | +2,290+23.5% | Added |
| Canandaigua National Trust Co of Florida | 11,988 | $1.19M | 0.74% | −1,545−11.4% | Reduced |
| Harbour Investment Management LLC | 11,982 | $1.19M | 0.63% | −3,531−22.8% | Reduced |
| LJI Wealth Management, LLC | 11,957 | $1.19M | 0.18% | +4,734+65.5% | Added |
| Intrua Financial, LLC | 11,885 | $1.18M | 0.13% | −618−4.9% | Reduced |
| Bokf, NA | 11,866 | $1.18M | 0.02% | −15,189−56.1% | Reduced |
| Gifford Fong Associates | 11,800 | $1.17M | 0.23% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 11,761 | $1.17M | 0.04% | +11,761 | New |
| Beese Fulmer Investment Management, Inc. | 11,746 | $1.17M | 0.08% | +2,914+33.0% | Added |
| Laird Norton Trust Company, LLC | 11,738 | $1.16M | 0.02% | +11,738 | New |
| Anb Bank | 11,638 | $1.15M | 0.46% | −209−1.8% | Reduced |
| Skopos Labs, Inc. | 11,575 | $1.15M | 0.05% | +5,273+83.7% | Added |
| Meeder Asset Management Inc | 11,630 | $1.15M | 0.06% | +11,536+12,272.3% | Added |
| Sivia Capital Partners, LLC | 11,592 | $1.15M | 0.23% | +11,592 | New |
| Leonteq Securities AG | 11,540 | $1.14M | 0.06% | −33,659−74.5% | Reduced |
| Birch Hill Investment Advisors LLC | 11,510 | $1.14M | 0.05% | −971−7.8% | Reduced |
| Castlekeep Investment Advisors LLC | 11,459 | $1.14M | 0.51% | +973+9.3% | Added |
| Carlson Financial, Inc. | 11,451 | $1.14M | 0.66% | +11,451 | New |
| Rothschild Investment LLC | 11,449 | $1.14M | 0.06% | +5,293+86.0% | Added |
| Quilter Plc | 11,399 | $1.13M | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 11,353 | $1.13M | 0.04% | −26,773−70.2% | Reduced |
| Potomac Fund Management Inc | 11,324 | $1.12M | 0.04% | +90+0.8% | Added |
| Coldstream Capital Management Inc | 11,318 | $1.12M | 0.01% | +2,526+28.7% | Added |
| Navalign, LLC | 11,313 | $1.12M | 0.28% | 00.0% | Unchanged |
| Sky Investment Group LLC | 11,295 | $1.12M | 0.19% | −5,949−34.5% | Reduced |
| Harbour Investments, Inc. | 11,270 | $1.12M | 0.02% | −510−4.3% | Reduced |
| Tritonpoint Wealth, LLC | 11,245 | $1.12M | 0.11% | −2,749−19.6% | Reduced |
| Parvin Asset Management, LLC | 11,245 | $1.12M | 0.90% | +3,285+41.3% | Added |
| Trust Co of Toledo NA | 11,229 | $1.11M | 0.11% | −322−2.8% | Reduced |
| Twin Capital Management Inc | 11,212 | $1.11M | 0.14% | +11,212 | New |
| Fifth Third Wealth Advisors LLC | 11,178 | $1.11M | 0.04% | −370−3.2% | Reduced |
| SageView Advisory Group, LLC | 11,106 | $1.10M | 0.04% | −17−0.2% | Reduced |
| Shrier Wealth Management, LLC | 11,078 | $1.10M | 0.43% | +11,078 | New |
| Weaver C. Barksdale & Associates, Inc. | 11,044 | $1.10M | 1.15% | −1,383−11.1% | Reduced |
| Mork Capital Management, LLC | 11,040 | $1.10M | 0.67% | +3,140+39.7% | Added |
| Ostrum Asset Management | 10,978 | $1.09M | 0.05% | −2,447−18.2% | Reduced |
| Ted Buchan & Co | 10,977 | $1.09M | 0.40% | −5,312−32.6% | Reduced |
| Cypress Capital Group | 10,956 | $1.09M | 0.12% | +245+2.3% | Added |
| IFG Advisory, LLC | 10,953 | $1.09M | 0.05% | −1,981−15.3% | Reduced |
| Oarsman Capital, Inc. | 10,871 | $1.08M | 0.14% | +1,814+20.0% | Added |
| Palisade Asset Management, LLC | 10,849 | $1.08M | 0.10% | −3,477−24.3% | Reduced |
| Cygnus Capital Advisors, LLC | 10,800 | $1.07M | 0.78% | +10,800 | New |
| MBL Wealth, LLC | 10,733 | $1.06M | 0.09% | +958+9.8% | Added |
| DB&C Advisors, LLC | 10,726 | $1.06M | 1.33% | +10,726 | New |
| Barnes Dennig Private Wealth Management LLC | 10,724 | $1.06M | 1.07% | −1,280−10.7% | Reduced |
| Roberts Glore & Co Inc | 10,678 | $1.06M | 0.28% | −1,373−11.4% | Reduced |
| Integrity Alliance, LLC. | 10,661 | $1.06M | 0.04% | +3,277+44.4% | Added |
| CoreCap Advisors, LLC | 10,658 | $1.06M | 0.04% | −69−0.6% | Reduced |
| KPP Advisory Services LLC | 10,652 | $1.06M | 0.15% | +105+1.0% | Added |
| InvesTrust | 10,642 | $1.06M | 0.41% | −3,033−22.2% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 10,638 | $1.06M | 0.27% | +621+6.2% | Added |
| New England Research & Management, Inc. | 10,610 | $1.05M | 0.46% | −200−1.9% | Reduced |
| Excalibur Management Corp | 10,588 | $1.05M | 0.38% | −990−8.6% | Reduced |
| Rockland Trust Co | 10,561 | $1.05M | 0.04% | −3,420−24.5% | Reduced |
| BluePath Capital Management, LLC | 10,555 | $1.05M | 0.71% | +1,661+18.7% | Added |
| Ceera Investments, LLC | 10,536 | $1.05M | 0.40% | −5,628−34.8% | Reduced |
| Carnegie Lake Advisors LLC | 10,535 | $1.04M | 0.40% | −580−5.2% | Reduced |
| Chicago Trust Co NA | 10,504 | $1.04M | 0.16% | +937+9.8% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 10,463 | $1.04M | 0.35% | +623+6.3% | Added |
| Mattson Financial Services, LLC | 10,453 | $1.04M | 0.24% | +10,453 | New |
| Hunter Associates Investment Management LLC | 10,440 | $1.04M | 0.14% | +2,984+40.0% | Added |
| Rice Partnership, LLC | 10,439 | $1.04M | 0.14% | 00.0% | Unchanged |
| PCB Capital LLC | 10,357 | $1.03M | 1.65% | +10,357 | New |
| Meeder Advisory Services, Inc. | 10,354 | $1.03M | 0.04% | +984+10.5% | Added |
| HF Advisory Group, LLC | 10,320 | $1.02M | 0.36% | −16,595−61.7% | Reduced |
| Twin Lakes Capital Management, LLC | 10,269 | $1.02M | 0.45% | −445−4.2% | Reduced |
| First National Advisers, LLC | 10,266 | $1.02M | 0.14% | −422−3.9% | Reduced |
| Stiles Financial Services Inc | 10,249 | $1.02M | 0.31% | −507−4.7% | Reduced |
| Voya Financial Advisors, Inc. | 10,173 | $1.01M | 0.10% | −1,181−10.4% | Reduced |
| Addison Capital Co | 10,215 | $1.01M | 0.25% | −2,316−18.5% | Reduced |
| Western Wealth Management, LLC | 10,209 | $1.01M | 0.05% | −139−1.3% | Reduced |