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 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 7,885 | $782.2K | 0.02% | −4,621−37.0% | Reduced |
| Westbourne Investments, Inc. | 7,876 | $781.3K | 0.36% | +91+1.2% | Added |
| Purkiss Capital Advisors LLC | 7,858 | $779.4K | 0.37% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 7,786 | $772.3K | 0.60% | +7,786 | New |
| Altus Wealth Group LLC | 7,735 | $767.2K | 0.31% | +7,735 | New |
| Caerus Investment Advisors, LLC | 7,733 | $767.0K | 0.26% | +7,733 | New |
| Anchyra Partners LLC | 7,729 | $766.6K | 0.24% | +7,729 | New |
| Campbell & CO Investment Adviser LLC | 7,728 | $766.5K | 0.04% | +7,728 | New |
| Colonial Trust Advisors | 7,703 | $764.1K | 0.06% | −7,238−48.4% | Reduced |
| LaFleur & Godfrey LLC | 7,690 | $762.8K | 0.09% | +8+0.1% | Added |
| United Community Bank | 7,688 | $762.6K | 0.29% | −3,529−31.5% | Reduced |
| Regal Investment Advisors LLC | 7,678 | $761.6K | 0.05% | +549+7.7% | Added |
| Clark Capital Management Group, Inc. | 7,675 | $761.3K | 0.00% | +141+1.9% | Added |
| Machina Capital S.A.S. | 7,649 | $758.7K | 0.14% | +7,649 | New |
| Berkshire Asset Management LLC | 7,646 | $758.4K | 0.03% | −832−9.8% | Reduced |
| Smartleaf Asset Management LLC | 7,598 | $757.1K | 0.03% | +1,823+31.6% | Added |
| King Wealth | 7,632 | $757.0K | 0.09% | 00.0% | Unchanged |
| Harrington Investments, INC | 7,629 | $756.7K | 0.38% | +461+6.4% | Added |
| Carson Advisory Inc. | 7,565 | $750.4K | 0.39% | −2,671−26.1% | Reduced |
| Wolff Financial Management LLC | 7,564 | $750.3K | 0.17% | +8+0.1% | Added |
| Eldridge Investment Advisors, Inc. | 7,564 | $750.2K | 0.17% | +8+0.1% | Added |
| Abel Hall, LLC | 7,552 | $749.1K | 0.17% | +1,293+20.7% | Added |
| Wealthspire Advisors, LLC | 7,544 | $748.3K | 0.01% | +4,191+125.0% | Added |
| Ethic Inc. | 7,515 | $745.4K | 0.01% | −19,059−71.7% | Reduced |
| Southport Management, L.L.C. | 7,500 | $743.9K | 2.60% | +7,500 | New |
| Catalytic Wealth RIA, LLC | 7,443 | $738.3K | 0.03% | −3,981−34.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 7,441 | $738.1K | 0.05% | +2,293+44.5% | Added |
| Davis Investment Partners, LLC | 7,252 | $732.6K | 0.26% | +2,586+55.4% | Added |
| Noble Family Wealth, LLC | 7,360 | $730.0K | 0.15% | −30−0.4% | Reduced |
| Taylor Hoffman Capital Management LLC | 7,328 | $726.9K | 0.22% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 7,325 | $726.6K | 0.05% | −245−3.2% | Reduced |
| Eaton Financial Holdings Company, LLC | 7,264 | $720.5K | 0.19% | +12+0.2% | Added |
| Larry Mathis Financial Planning, LLC | 7,262 | $720.3K | 0.64% | +7,262 | New |
| Koss-Olinger Consulting, LLC | 7,252 | $719.0K | 0.06% | −9,577−56.9% | Reduced |
| Indivisible Partners | 7,220 | $716.2K | 0.08% | +7,220 | New |
| Forum Financial Management, LP | 7,214 | $715.6K | 0.01% | +3,283+83.5% | Added |
| Collaborative Wealth Managment Inc. | 7,190 | $713.2K | 0.25% | +1,850+34.6% | Added |
| Shelton Capital Management | 7,159 | $710.1K | 0.01% | 00.0% | Unchanged |
| Access Investment Management LLC | 8,500 | $710.0K | 0.19% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 7,145 | $708.7K | 0.19% | +73+1.0% | Added |
| Acorn Wealth Advisors, LLC | 7,134 | $707.6K | 0.21% | −175−2.4% | Reduced |
| Baxter Bros Inc | 7,098 | $704.0K | 0.08% | −1,685−19.2% | Reduced |
| Cigna Investments Inc | 7,077 | $702.0K | 0.10% | −68−1.0% | Reduced |
| SBI Securities Co., Ltd. | 7,061 | $700.4K | 0.02% | +700+11.0% | Added |
| Trust Co of Virginia | 7,060 | $700.3K | 0.06% | 00.0% | Unchanged |
| Forge Financial Services LLC | 7,038 | $698.1K | 0.30% | +1,638+30.3% | Added |
| Renasant Bank | 7,035 | $697.8K | 0.47% | −3,050−30.2% | Reduced |
| Farmers National Bank | 7,027 | $697.0K | 0.16% | −4,173−37.3% | Reduced |
| Continuum Advisory, LLC | 7,025 | $696.8K | 0.07% | −93−1.3% | Reduced |
| Johnson Financial Group, Inc. | 7,004 | $694.7K | 0.03% | −35−0.5% | Reduced |
| Denali Advisors LLC | 7,000 | $694.3K | 0.08% | +900+14.8% | Added |
| Belpointe Asset Management LLC | 6,998 | $694.1K | 0.03% | +6,998 | New |
| Mitchell Sinkler & Starr | 6,998 | $694.1K | 0.31% | −1,206−14.7% | Reduced |
| LSV Asset Management | 7,000 | $694.0K | 0.00% | +7,000 | New |
| Procyon Private Wealth Partners, LLC | 6,970 | $691.4K | 0.03% | −1,318−15.9% | Reduced |
| St. Johns Investment Management Company, LLC | 6,953 | $689.7K | 0.29% | +484+7.5% | Added |
| Perbak Capital Partners LLP | 6,950 | $689.4K | 0.21% | +6,950 | New |
| Erste Asset Management GmbH | 6,909 | $688.7K | 0.01% | +1,872+37.2% | Added |
| Fortis Advisors, LLC | 6,941 | $688.5K | 0.38% | +1,516+27.9% | Added |
| Legacy Capital Group California, Inc. | 6,934 | $687.8K | 0.17% | −33−0.5% | Reduced |
| Tred Avon Family Wealth, LLC | 6,918 | $686.2K | 0.22% | −586−7.8% | Reduced |
| Financial Advisory Corp | 6,912 | $686.0K | 0.18% | +736+11.9% | Added |
| Park National Corp | 6,900 | $684.4K | 0.02% | −8,626−55.6% | Reduced |
| Cora Capital Advisors LLC | 6,874 | $681.8K | 0.27% | −3,122−31.2% | Reduced |
| Balboa Wealth Partners | 6,870 | $681.5K | 0.11% | +53+0.8% | Added |
| Fulton Bank, N.A. | 6,865 | $680.9K | 0.02% | −2,486−26.6% | Reduced |
| Boston Private Wealth LLC | 6,861 | $680.5K | 0.04% | −681−9.0% | Reduced |
| Caption Management, LLC | 6,825 | $677.0K | 0.03% | −10,515−60.6% | Reduced |
| Ameritas Investment Partners, Inc. | 6,825 | $677.0K | 0.02% | −94−1.4% | Reduced |
| Greenleaf Trust | 6,820 | $676.5K | 0.01% | +1,634+31.5% | Added |
| Advance Capital Management, Inc. | 6,789 | $673.4K | 0.03% | −725−9.6% | Reduced |
| King Luther Capital Management Corp | 6,787 | $673.2K | 0.00% | +6,787 | New |
| Prosperity Consulting Group, LLC | 6,786 | $673.1K | 0.03% | +266+4.1% | Added |
| Caldwell Sutter Capital, Inc. | 6,780 | $672.6K | 0.29% | +545+8.7% | Added |
| SNS Financial Group, LLC | 6,770 | $671.5K | 0.06% | −72−1.1% | Reduced |
| Fiscal Wisdom Wealth Management, LLC | 6,765 | $671.0K | 0.63% | −50−0.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,750 | $669.5K | 0.01% | −35,255−83.9% | Reduced |
| Galvin, Gaustad & Stein, LLC | 6,739 | $668.4K | 0.05% | +9+0.1% | Added |
| Essential Partners LLC | 6,736 | $668.2K | 0.21% | +5,519+453.5% | Added |
| Crescent Grove Advisors, LLC | 6,700 | $664.6K | 0.06% | −218−3.2% | Reduced |
| Englebert Financial Advisers, LLC | 6,696 | $664.2K | 0.76% | +6,696 | New |
| Profund Advisors LLC | 6,671 | $661.7K | 0.02% | −1,053−13.6% | Reduced |
| AIMZ Investment Advisors, LLC | 6,650 | $659.6K | 0.19% | −100−1.5% | Reduced |
| Wealth Management Partners, LLC | 6,642 | $659.0K | 0.19% | −1,467−18.1% | Reduced |
| Bowen Hanes & Co Inc | 6,640 | $659.0K | 0.02% | −1,770−21.0% | Reduced |
| Perfromance Wealth Partners, LLC | 6,636 | $658.2K | 0.02% | +6,636 | New |
| Richwood Investment Advisors, LLC | 5,607 | $658.0K | 0.47% | −51−0.9% | Reduced |
| Exeter Financial, LLC | 6,625 | $657.1K | 0.28% | −1,400−17.4% | Reduced |
| VisionPoint Advisory Group, LLC | 6,623 | $656.9K | 0.13% | −71−1.1% | Reduced |
| Alpha Cubed Investments, LLC | 6,619 | $656.5K | 0.02% | 00.0% | Unchanged |
| Pensionfund Sabic | 6,600 | $655.0K | 0.18% | 00.0% | Unchanged |
| Guidance Capital, Inc | 5,985 | $654.1K | 0.16% | +149+2.6% | Added |
| Parcion Private Wealth LLC | 6,586 | $653.3K | 0.04% | +6,586 | New |
| Forza Wealth Management, LLC | 6,572 | $651.9K | 0.24% | +486+8.0% | Added |
| Accurate Wealth Management, LLC | 6,029 | $651.5K | 0.08% | −366−5.7% | Reduced |
| Aviance Capital Partners, LLC | 6,561 | $650.8K | 0.08% | −1,128−14.7% | Reduced |
| Wellington Shields & Co., LLC | 6,513 | $646.0K | 0.16% | −2,387−26.8% | Reduced |
| Curbstone Financial Management Corp | 6,512 | $645.9K | 0.12% | −3,632−35.8% | Reduced |
| Strategic Blueprint, LLC | 6,504 | $645.2K | 0.04% | −2,721−29.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,486 | $643.3K | 0.01% | −338−5.0% | Reduced |