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 |
|---|---|---|---|---|---|
| Elgethun Capital Management | 6,482 | $642.9K | 0.11% | +4,078+169.6% | Added |
| Lazard Asset Management LLC | 6,477 | $642.5K | 0.00% | +103+1.6% | Added |
| GSB Wealth Management, LLC | 6,460 | $640.8K | 0.14% | +3,846+147.1% | Added |
| Confluence Wealth Services, Inc. | 6,454 | $640.1K | 0.03% | −544−7.8% | Reduced |
| Colonial River Wealth Management, LLC | 6,448 | $639.6K | 0.23% | −1,864−22.4% | Reduced |
| Syon Capital LLC | 6,442 | $639.0K | 0.03% | +1,603+33.1% | Added |
| Leo Wealth, LLC | 6,424 | $637.2K | 0.05% | +6,424 | New |
| PFC Capital Group, Inc. | 6,411 | $635.0K | 0.26% | −1,256−16.4% | Reduced |
| Marathon Trading Investment Management LLC | 6,400 | $634.8K | 0.08% | −12,000−65.2% | Reduced |
| Total Wealth Planning & Management, Inc. | 6,387 | $633.6K | 0.50% | +6,387 | New |
| Alan B. Lancz & Associates, Inc. | 6,370 | $631.8K | 0.56% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 6,324 | $627.3K | 0.25% | −1,131−15.2% | Reduced |
| SOA Wealth Advisors, LLC. | 6,323 | $627.1K | 0.11% | −289−4.4% | Reduced |
| Fiduciary Group LLC | 6,273 | $622.2K | 0.05% | −5,495−46.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,268 | $621.7K | 0.04% | +2,034+48.0% | Added |
| Acropolis Investment Management, LLC | 6,254 | $620.3K | 0.03% | +721+13.0% | Added |
| Berkeley Capital Partners, LLC | 6,247 | $619.6K | 0.15% | −7,445−54.4% | Reduced |
| Bessemer Group Inc | 6,240 | $619.0K | 0.00% | +753+13.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,237 | $618.7K | 0.05% | +1,376+28.3% | Added |
| NBC Securities, Inc. | 6,195 | $614.5K | 0.05% | +437+7.6% | Added |
| Absher Wealth Management, LLC | 6,132 | $608.2K | 0.07% | −1,719−21.9% | Reduced |
| Coyle Financial Counsel LLC | 6,113 | $606.3K | 0.13% | +355+6.2% | Added |
| Tradewinds Capital Management, LLC | 6,000 | $595.1K | 0.13% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 6,000 | $595.1K | 0.11% | +6,000 | New |
| Strait & Sound Wealth Management LLC | 5,999 | $595.0K | 0.22% | −920−13.3% | Reduced |
| Kercheville Advisors, LLC | 5,440 | $594.6K | 0.16% | +849+18.5% | Added |
| Waddell & Associates, LLC | 5,994 | $594.5K | 0.04% | +5,994 | New |
| Clear Street Group Inc. | 5,971 | $592.3K | 0.00% | +5,971 | New |
| Diversified Management Inc | 5,950 | $590.2K | 0.14% | +5,950 | New |
| Headinvest, LLC | 5,923 | $587.5K | 0.12% | −565−8.7% | Reduced |
| Evoke Wealth, LLC | 5,913 | $586.5K | 0.01% | +2,881+95.0% | Added |
| Phoenix Holdings Ltd. | 5,911 | $586.3K | 0.01% | +1,042+21.4% | Added |
| XTX Topco Ltd | 5,906 | $585.8K | 0.02% | −13,223−69.1% | Reduced |
| MCF Advisors LLC | 5,874 | $582.7K | 0.03% | +5,186+753.8% | Added |
| Forteris Wealth Management Inc. | 5,866 | $581.8K | 0.57% | +5,866 | New |
| North Star Asset Management Inc | 5,854 | $580.7K | 0.02% | −250−4.1% | Reduced |
| Bigelow Investment Advisors, LLC | 5,814 | $576.7K | 0.23% | −692−10.6% | Reduced |
| Transcend Wealth Collective, LLC | 5,802 | $575.5K | 0.04% | +2,505+76.0% | Added |
| Legacy Financial Advisors, Inc. | 5,796 | $575.0K | 0.08% | +393+7.3% | Added |
| Alpha Omega Wealth Management LLC | 5,787 | $574.0K | 0.10% | −265−4.4% | Reduced |
| Herold Advisors, Inc. | 5,785 | $573.8K | 0.13% | +833+16.8% | Added |
| Journey Strategic Wealth LLC | 5,784 | $573.7K | 0.02% | +5,784 | New |
| Harbour Trust & Investment Management Co | 5,778 | $573.1K | 0.06% | −488−7.8% | Reduced |
| Sharp Financial Services, LLC | 5,775 | $572.8K | 0.29% | −2,950−33.8% | Reduced |
| Nations Financial Group Inc, | 5,726 | $568.0K | 0.03% | +1,968+52.4% | Added |
| Deseret Mutual Benefit Administrators | 5,716 | $567.0K | 0.24% | +385+7.2% | Added |
| Jefferson Bridge Capital, LLC | 5,685 | $563.9K | 0.57% | +5,685 | New |
| Ipsen Advisor Group LLC | 5,670 | $562.4K | 0.40% | +95+1.7% | Added |
| Joel Isaacson & Co., LLC | 5,645 | $559.9K | 0.02% | −996−15.0% | Reduced |
| 49 Wealth Management, LLC | 5,642 | $559.6K | 0.05% | +5,642 | New |
| Sentinus, LLC | 5,629 | $558.3K | 0.05% | +2,437+76.3% | Added |
| Kanawha Capital Management LLC | 5,564 | $551.9K | 0.04% | 00.0% | Unchanged |
| Clearwave Capital, LLC | 5,547 | $550.3K | 0.41% | +5,547 | New |
| Principle Wealth Partners LLC | 5,491 | $544.6K | 0.03% | +47+0.9% | Added |
| Future Financial Wealth Managment LLC | 5,100 | $543.4K | 0.37% | −2,475−32.7% | Reduced |
| Calton & Associates, Inc. | 5,438 | $539.4K | 0.08% | +173+3.3% | Added |
| Darwin Advisors, LLC | 5,412 | $536.8K | 0.17% | +40+0.7% | Added |
| SeaCrest Wealth Management, LLC | 5,087 | $536.3K | 0.05% | −282−5.3% | Reduced |
| Jessup Wealth Management, Inc | 5,400 | $535.7K | 0.18% | +5,400 | New |
| Silver Oak Securities, Inc | 5,374 | $535.4K | 0.04% | −1,406−20.7% | Reduced |
| BKD Wealth Advisors, LLC | 5,394 | $535.0K | 0.01% | −67−1.2% | Reduced |
| Simon Quick Advisors, LLC | 5,387 | $534.4K | 0.02% | +225+4.4% | Added |
| Keudell/Morrison Wealth Management | 5,386 | $534.3K | 0.11% | +5,386 | New |
| TD Private Client Wealth LLC | 5,368 | $532.4K | 0.01% | −2,031−27.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,365 | $532.2K | 0.18% | −1,616−23.1% | Reduced |
| Discipline Wealth Solutions, LLC | 5,355 | $531.2K | 0.10% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 5,347 | $530.3K | 0.37% | −3,832−41.7% | Reduced |
| HM Payson & Co | 5,329 | $528.6K | 0.01% | −20−0.4% | Reduced |
| Archer Investment Corp | 5,321 | $527.8K | 0.12% | −207−3.7% | Reduced |
| Carlson Capital L P | 5,300 | $525.7K | 0.25% | −3,500−39.8% | Reduced |
| Womack Financial LLC | 5,287 | $524.4K | 0.39% | +588+12.5% | Added |
| Ronald Blue Trust, Inc. | 5,285 | $524.2K | 0.01% | −10,500−66.5% | Reduced |
| J Hagan Capital, Inc. | 5,266 | $522.4K | 0.29% | +3+0.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 5,263 | $522.0K | 0.20% | +5,263 | New |
| Gallagher Fiduciary Advisors, LLC | 5,258 | $521.5K | 0.02% | −306−5.5% | Reduced |
| Institute for Wealth Management, LLC. | 5,252 | $521.0K | 0.06% | −1,320−20.1% | Reduced |
| Legacy Advisors, LLC | 5,236 | $519.3K | 0.06% | +274+5.5% | Added |
| Bannerstone Capital Management, LLC | 5,232 | $519.0K | 0.50% | +5,232 | New |
| Charter Capital Management, LLC | 5,217 | $517.5K | 0.27% | −3,014−36.6% | Reduced |
| Bangor Savings Bank | 5,205 | $516.3K | 0.04% | −239−4.4% | Reduced |
| Davis R M Inc | 5,200 | $515.8K | 0.01% | −5,520−51.5% | Reduced |
| Armis Advisers, LLC | 5,374 | $515.1K | 0.06% | −2,106−28.2% | Reduced |
| Lantz Financial LLC | 5,184 | $514.2K | 0.11% | −11,680−69.3% | Reduced |
| CMT Capital Markets Trading GmbH | 5,185 | $514.0K | 0.34% | +2,537+95.8% | Added |
| White Knight Strategic Wealth Advisors, LLC | 5,181 | $513.9K | 0.38% | −250−4.6% | Reduced |
| Lake Hills Wealth Management, LLC | 5,177 | $513.5K | 0.27% | +5,177 | New |
| ABN AMRO Bank N.V. | 5,160 | $511.5K | 0.00% | +1,245+31.8% | Added |
| GTS Securities LLC | 5,149 | $510.7K | 0.02% | +5,149 | New |
| Brio Consultants, LLC | 5,145 | $510.3K | 0.07% | −131−2.5% | Reduced |
| Minot DeBlois Advisors LLC | 5,115 | $507.4K | 0.46% | −605−10.6% | Reduced |
| Kera Capital Partners, Inc. | 4,774 | $507.1K | 0.06% | +4,774 | New |
| Northcape Wealth Management, LLC | 5,106 | $506.5K | 0.14% | +418+8.9% | Added |
| Ar Asset Management Inc | 5,100 | $506.0K | 0.10% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 5,100 | $505.9K | 0.23% | −7,710−60.2% | Reduced |
| Chicago Capital, LLC | 5,084 | $504.3K | 0.01% | +101+2.0% | Added |
| Quadcap Wealth Management, LLC | 5,077 | $503.6K | 0.06% | −6−0.1% | Reduced |
| Advisortrust Partners, LLC | 5,057 | $501.6K | 0.22% | +5,057 | New |
| Stoneridge Investment Partners LLC | 5,049 | $501.0K | 0.35% | −207−3.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,035 | $499.4K | 0.28% | +5,035 | New |
| Banco Santander, S.A. | 5,026 | $498.5K | 0.00% | −15,625−75.7% | Reduced |