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 |
|---|---|---|---|---|---|
| Bauman Advisory Group, LLC | 10,200 | $1.01M | 0.82% | +10,200 | New |
| 626 Financial, LLC | 10,182 | $1.01M | 0.44% | +6,007+143.9% | Added |
| Texas Bank & Trust Co | 10,180 | $1.01M | 0.37% | −195−1.9% | Reduced |
| Colonial Trust Co | 10,154 | $1.01M | 0.13% | −6,332−38.4% | Reduced |
| Dakota Wealth Management | 10,141 | $1.01M | 0.02% | −910−8.2% | Reduced |
| DV Trading LLC | 10,101 | $1.00M | 0.09% | +10,101 | New |
| Roehl & Yi Investment Advisors, LLC | 10,099 | $1.00M | 0.40% | −223−2.2% | Reduced |
| Abundance Wealth Counselors | 10,095 | $1.00M | 0.17% | +411+4.2% | Added |
| Icon Wealth Advisors, LLC | 10,062 | $998.1K | 0.07% | +1,821+22.1% | Added |
| Charter Research & Investment Group, Inc. | 10,055 | $997.4K | 0.67% | −460−4.4% | Reduced |
| Volterra Technologies LP | 10,043 | $996.2K | 1.02% | +10,043 | New |
| Investors Research Corp | 10,031 | $995.0K | 0.18% | −1,222−10.9% | Reduced |
| Hedges Asset Management LLC | 10,000 | $991.9K | 0.70% | −200−2.0% | Reduced |
| Essex Financial Services, Inc. | 9,998 | $991.7K | 0.06% | +2,035+25.6% | Added |
| Norden Group LLC | 9,966 | $988.5K | 0.10% | +689+7.4% | Added |
| Miller Investment Management, LP | 9,947 | $986.6K | 0.10% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 9,932 | $985.2K | 0.14% | +9,932 | New |
| Royal Fund Management, LLC | 9,914 | $983.4K | 0.09% | −12,900−56.5% | Reduced |
| Montag A & Associates Inc | 9,899 | $981.9K | 0.04% | −1,152−10.4% | Reduced |
| Twin City Private Wealth, LLC | 9,898 | $981.8K | 0.74% | −164−1.6% | Reduced |
| Cornercap Investment Counsel Inc | 9,895 | $981.5K | 0.48% | −133−1.3% | Reduced |
| Keystone Financial Group | 9,875 | $979.5K | 0.07% | +360+3.8% | Added |
| Tiaa Trust, National Association | 9,858 | $977.8K | 0.00% | −1,539−13.5% | Reduced |
| Aull & Monroe Investment Management Corp | 9,850 | $977.0K | 0.49% | −10−0.1% | Reduced |
| Copia Wealth Management | 9,846 | $976.6K | 0.70% | 00.0% | Unchanged |
| Tweedy, Browne Co LLC | 9,842 | $976.2K | 0.08% | +1,296+15.2% | Added |
| Financial Consulate, Inc | 9,841 | $976.1K | 0.13% | +784+8.7% | Added |
| Greenwood Capital Associates LLC | 9,819 | $973.9K | 0.11% | +486+5.2% | Added |
| Aaron Wealth Advisors | 9,819 | $973.9K | 0.05% | +3,204+48.4% | Added |
| CX Institutional | 9,799 | $972.0K | 0.03% | −61,858−86.3% | Reduced |
| Redwood Investment Management, LLC | 9,716 | $964.0K | 0.11% | −5,353−35.5% | Reduced |
| Jump Financial, LLC | 9,710 | $963.1K | 0.01% | −27,510−73.9% | Reduced |
| Larson Financial Group LLC | 9,694 | $961.5K | 0.03% | −471−4.6% | Reduced |
| Citizens Financial Group Inc | 9,647 | $956.9K | 0.01% | −522−5.1% | Reduced |
| 1248 Management, LLC | 9,600 | $952.2K | 0.51% | −34−0.4% | Reduced |
| Cidel Asset Management Inc | 9,532 | $945.5K | 0.07% | +942+11.0% | Added |
| GAMMA Investing LLC | 9,489 | $941.2K | 0.05% | +3,010+46.5% | Added |
| ForthRight Wealth Management, LLC | 9,442 | $936.6K | 0.27% | −5−0.1% | Reduced |
| Churchill Financial Advisors, LLC | 9,416 | $934.0K | 0.29% | +9,416 | New |
| Investor's Fiduciary Advisor Network, LLC | 9,415 | $933.0K | 0.20% | −320−3.3% | Reduced |
| Southeast Asset Advisors Inc. | 9,400 | $932.4K | 0.09% | +3,000+46.9% | Added |
| GoalVest Advisory LLC | 9,332 | $925.6K | 0.18% | +9,332 | New |
| Plimoth Trust Co LLC | 9,324 | $924.8K | 0.21% | −1,181−11.2% | Reduced |
| Modern Wealth Management, LLC | 9,257 | $918.2K | 0.02% | +660+7.7% | Added |
| Simplicity Wealth,LLC | 9,243 | $916.9K | 0.05% | +5,196+128.4% | Added |
| Gateway Investment Advisers LLC | 9,234 | $915.9K | 0.01% | −4,320−31.9% | Reduced |
| Millennium Capital Advisors, LLC | 9,208 | $913.3K | 0.54% | −875−8.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 9,203 | $912.8K | 0.04% | −26,929−74.5% | Reduced |
| Gateway Wealth Partners, LLC | 9,200 | $912.6K | 0.10% | +1,532+20.0% | Added |
| Griffin Asset Management, Inc. | 9,119 | $904.5K | 0.10% | −17,790−66.1% | Reduced |
| Portland Investment Counsel Inc. | 9,100 | $902.6K | 0.27% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 9,083 | $900.9K | 0.04% | −80,383−89.8% | Reduced |
| Uniplan Investment Counsel, Inc. | 9,076 | $900.4K | 0.09% | +9,076 | New |
| Advisors Management Group Inc | 8,893 | $882.0K | 0.16% | +1,150+14.9% | Added |
| Hamrick Investment Counsel, llc | 8,882 | $881.0K | 0.66% | +8,882 | New |
| Lawood & Co | 8,864 | $879.2K | 0.83% | +8,864 | New |
| Vaughan & Co Securities, Inc. | 8,853 | $878.1K | 0.45% | −654−6.9% | Reduced |
| Granite Islands Private Wealth, LLC | 8,895 | $874.3K | 0.81% | +8,895 | New |
| Studio Investment Management LLC | 8,759 | $868.8K | 0.16% | −83−0.9% | Reduced |
| Amplius Wealth Advisors, LLC | 8,733 | $866.2K | 0.07% | −1,667−16.0% | Reduced |
| Mission Wealth Management, LP | 8,730 | $865.9K | 0.02% | −59−0.7% | Reduced |
| Jefferies Financial Group Inc. | 8,723 | $865.2K | 0.01% | +8,723 | New |
| Arizona PSPRS Trust | 8,700 | $863.0K | 0.03% | +8,700 | New |
| Legacy Capital Wealth Partners, LLC | 8,667 | $859.6K | 0.18% | +2,842+48.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,615 | $854.6K | 0.02% | +133+1.6% | Added |
| Roundview Capital LLC | 8,614 | $854.4K | 0.05% | −687−7.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 8,610 | $854.0K | 0.55% | −50−0.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,603 | $853.3K | 0.02% | −1,954−18.5% | Reduced |
| CSS LLC | 8,598 | $852.8K | 0.05% | −1,646−16.1% | Reduced |
| Drucker Wealth 3.0, LLC | 8,585 | $851.6K | 0.15% | −2,591−23.2% | Reduced |
| Johnson Investment Counsel Inc | 8,557 | $848.7K | 0.01% | −3,380−28.3% | Reduced |
| Applied Capital LLC | 8,553 | $848.4K | 0.58% | +10.0% | Added |
| Brown, Lisle/Cummings, Inc. | 8,490 | $842.1K | 0.21% | +357+4.4% | Added |
| Kondo Wealth Advisors, Inc. | 8,479 | $841.0K | 0.32% | +56+0.7% | Added |
| Longfellow Investment Management Co LLC | 8,467 | $839.8K | 0.19% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 8,466 | $839.8K | 0.09% | −2,384−22.0% | Reduced |
| Garner Asset Management Corp | 8,459 | $839.0K | 0.32% | −2,768−24.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,383 | $831.5K | 0.03% | −188−2.2% | Reduced |
| Park Place Capital Corp | 8,344 | $827.6K | 0.17% | −3,112−27.2% | Reduced |
| Brian Low Financial Group, LLC | 8,290 | $822.3K | 0.58% | +8,290 | New |
| Mengis Capital Management, Inc. | 8,198 | $813.2K | 0.14% | −1,690−17.1% | Reduced |
| Fort Washington Investment Advisors Inc | 8,192 | $812.6K | 0.00% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 8,191 | $812.5K | 0.03% | +2,944+56.1% | Added |
| Osmosis Investment Management UK Ltd | 8,169 | $810.3K | 0.02% | +8,169 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 24,701 | $809.0K | 0.56% | +24,701 | New |
| Sage Mountain Advisors LLC | 8,128 | $806.3K | 0.04% | −2,932−26.5% | Reduced |
| Emerald Advisors, LLC | 8,073 | $800.8K | 0.11% | +1,229+18.0% | Added |
| Net Worth Advisory Group | 8,073 | $800.7K | 0.16% | +3,583+79.8% | Added |
| Arista Wealth Management, LLC | 8,063 | $799.8K | 0.10% | +8,063 | New |
| TCM Advisors, LLC | – | $795.3K | 0.67% | – | – |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $793.5K | 0.21% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 8,000 | $793.5K | 0.18% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 7,992 | $792.7K | 0.57% | +2,142+36.6% | Added |
| Onyx Bridge Wealth Group LLC | 7,985 | $792.1K | 0.08% | +76+1.0% | Added |
| Detalus Advisors, LLC | 7,978 | $791.4K | 0.19% | +101+1.3% | Added |
| Aberdeen Wealth Management LLC | 7,961 | $789.7K | 0.37% | −430−5.1% | Reduced |
| AssuredPartners Investment Advisors, LLC | 7,934 | $787.0K | 0.12% | +4,864+158.4% | Added |
| Revisor Wealth Management LLC | 7,460 | $784.5K | 0.21% | +2,769+59.0% | Added |
| Neville Rodie & Shaw Inc | 7,902 | $784.0K | 0.06% | +51+0.6% | Added |
| Keynote Financial Services LLC | 7,902 | $783.8K | 0.44% | +415+5.5% | Added |