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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 4,030 | $399.7K | 0.19% | +100+2.5% | Added |
| RDA Financial Network | 4,027 | $399.4K | 0.10% | −717−15.1% | Reduced |
| Allred Capital Management, LLC | 3,997 | $396.5K | 0.14% | +40+1.0% | Added |
| Bollard Group LLC | 3,993 | $396.0K | 0.01% | −501−11.1% | Reduced |
| Flputnam Investment Management Co | 3,985 | $395.3K | 0.01% | −4,456−52.8% | Reduced |
| Inlet Private Wealth, LLC | 3,980 | $394.8K | 0.09% | −17,438−81.4% | Reduced |
| Equitable Trust Co | 3,975 | $394.3K | 0.02% | −53−1.3% | Reduced |
| Lifeworks Advisors, LLC | 3,968 | $393.6K | 0.05% | +158+4.1% | Added |
| Private Wealth Asset Management, LLC | 3,966 | $393.4K | 0.04% | −942−19.2% | Reduced |
| Everpar Advisors LLC | 3,951 | $391.9K | 0.15% | +3,951 | New |
| Resonant Capital Advisors, LLC | 3,927 | $389.5K | 0.02% | +3,927 | New |
| Adviser Investments LLC | 3,925 | $389.3K | 0.00% | −6,639−62.8% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 3,912 | $388.2K | 0.08% | +3,912 | New |
| Midland Wealth Advisors LLC | 3,913 | $388.1K | 0.02% | −1,293−24.8% | Reduced |
| MBM Wealth Consultants, LLC | 3,910 | $387.8K | 0.09% | +344+9.6% | Added |
| Valmark Advisers, Inc. | 3,875 | $384.4K | 0.00% | −955−19.8% | Reduced |
| Ingalls & Snyder LLC | 3,868 | $384.0K | 0.01% | −853−18.1% | Reduced |
| Acorns Advisers, LLC | 3,864 | $383.0K | 0.00% | +115+3.1% | Added |
| Howard Financial Services, Ltd. | 3,859 | $382.7K | 0.04% | +309+8.7% | Added |
| Garton & Associates Financial Advisors LLC | 3,854 | $382.3K | 0.21% | +3,854 | New |
| Encompass More Asset Management | 3,853 | $382.2K | 0.07% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 3,849 | $381.7K | 0.28% | +190+5.2% | Added |
| CWA Asset Management Group, LLC | 3,832 | $380.1K | 0.01% | +52+1.4% | Added |
| Coastal Investment Advisors, Inc. | 3,825 | $379.4K | 0.12% | +385+11.2% | Added |
| Alliance Wealth Advisors, LLC | 3,823 | $379.2K | 0.08% | −1,280−25.1% | Reduced |
| Boothbay Fund Management, LLC | 3,813 | $378.2K | 0.01% | −5,677−59.8% | Reduced |
| Annex Advisory Services, LLC | 3,812 | $378.1K | 0.01% | −29−0.8% | Reduced |
| Lodestone Wealth Management LLC | 3,810 | $377.9K | 0.15% | +60+1.6% | Added |
| Everstar Asset Management, LLC | 3,800 | $376.9K | 0.20% | −5,554−59.4% | Reduced |
| EntryPoint Capital, LLC | 3,797 | $376.6K | 0.15% | +3,797 | New |
| Personal Cfo Solutions, LLC | 3,790 | $375.9K | 0.06% | −375−9.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,784 | $375.3K | 0.32% | −615−14.0% | Reduced |
| Lewis Asset Management, LLC | 3,770 | $373.9K | 0.15% | +305+8.8% | Added |
| Thrive Wealth Management, LLC | 3,765 | $373.4K | 0.05% | +3,765 | New |
| Durante & Waters, LLC | 3,762 | $373.2K | 0.26% | +10.0% | Added |
| First Nebraska Trust Co | 3,761 | $373.1K | 0.03% | −200−5.0% | Reduced |
| L2 Asset Management, LLC | 3,760 | $372.9K | 0.05% | +261+7.5% | Added |
| Mechanics Bank Trust Department | 3,755 | $372.5K | 0.05% | −530−12.4% | Reduced |
| CRA Financial Services, LLC | 3,744 | $371.3K | 0.05% | −1,063−22.1% | Reduced |
| Summit Asset Management, LLC | 3,743 | $371.3K | 0.05% | −59−1.6% | Reduced |
| Spurstone Advisory Services, LLC | 3,742 | $371.2K | 5.84% | +100+2.7% | Added |
| Wealth Advisory Solutions, LLC | 3,739 | $370.9K | 0.09% | −1,424−27.6% | Reduced |
| Green Square Capital Advisors LLC | 3,739 | $370.9K | 0.04% | −11,673−75.7% | Reduced |
| Conning Inc. | 3,737 | $370.7K | 0.01% | +29+0.8% | Added |
| Centerline Wealth Advisors, LLC | 3,735 | $370.5K | 0.13% | +3+0.1% | Added |
| Northstar Group, Inc. | 3,730 | $370.0K | 0.05% | −258−6.5% | Reduced |
| Stevens Capital Management LP | 3,730 | $370.0K | 0.13% | +3,730 | New |
| Tyche Wealth Partners LLC | 3,730 | $370.0K | 0.06% | −185−4.7% | Reduced |
| Parkside Financial Bank & Trust | 3,726 | $369.5K | 0.03% | +37+1.0% | Added |
| Pacific Sage Partners, LLC | 3,724 | $369.4K | 0.06% | −140−3.6% | Reduced |
| Barr E S & Co | 3,717 | $368.7K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3,698 | $366.8K | 0.09% | −931−20.1% | Reduced |
| Successful Portfolios LLC | 3,392 | $366.6K | 0.19% | +465+15.9% | Added |
| Adams Wealth Management | 3,686 | $366.0K | 0.08% | −186−4.8% | Reduced |
| CacheTech Inc. | 3,686 | $366.0K | 0.07% | −186−4.8% | Reduced |
| RIA Advisory Group LLC | 3,677 | $364.7K | 0.09% | −84−2.2% | Reduced |
| Vista Investment Partners LLC | 3,676 | $364.6K | 0.10% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 3,660 | $363.1K | 0.20% | −17−0.5% | Reduced |
| Capital International Sarl | 3,660 | $363.0K | 0.01% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 3,646 | $361.6K | 0.06% | −275−7.0% | Reduced |
| Nordwand Advisors, LLC | 3,645 | $361.5K | 0.06% | 00.0% | Unchanged |
| Greenline Partners, LLC | 3,626 | $359.7K | 0.04% | −634−14.9% | Reduced |
| Buttonwood Financial Advisors Inc. | 3,617 | $358.7K | 0.12% | −99−2.7% | Reduced |
| Zions Bancorporation, National Association | 3,615 | $358.6K | 0.02% | +3,464+2,294.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,340 | $358.0K | 0.00% | +40+1.2% | Added |
| Sym Financial Corp | 3,606 | $357.7K | 0.04% | +3,606 | New |
| GeoWealth Management, LLC | 3,604 | $357.5K | 0.01% | +398+12.4% | Added |
| Madrid Wealth Management, LLC | 3,591 | $356.2K | 0.29% | +3,591 | New |
| Mount Yale Investment Advisors, LLC | 3,575 | $354.6K | 0.02% | +3,575 | New |
| Finward Bancorp | 3,570 | $354.1K | 0.27% | 00.0% | Unchanged |
| Thayer Partners, LLC | 3,567 | $353.8K | 0.17% | +3,567 | New |
| Secured Retirement Advisors, LLC | 3,565 | $353.6K | 0.20% | −230−6.1% | Reduced |
| ZEGA Investments, LLC | 3,542 | $351.3K | 0.07% | +3,542 | New |
| City State Bank | 3,531 | $350.2K | 0.10% | −639−15.3% | Reduced |
| Global Trust Wealth Management LLC | 3,528 | $349.9K | 0.26% | +3,528 | New |
| Northstar Financial Companies, Inc. | 3,514 | $348.6K | 0.28% | +3,514 | New |
| Capital Advisors Inc | 3,507 | $347.9K | 0.01% | −504−12.6% | Reduced |
| Family Legacy, Inc. | 3,504 | $347.6K | 0.10% | 00.0% | Unchanged |
| Diversified Trust Co | 3,502 | $347.4K | 0.01% | +551+18.7% | Added |
| One68 Global Capital, LLC | 3,500 | $347.2K | 4.09% | +3,500 | New |
| Shay Capital LLC | 3,500 | $347.2K | 0.06% | +3,500 | New |
| Lansing Street Advisors | 3,489 | $346.1K | 0.09% | +33+1.0% | Added |
| David Loasby | 3,201 | $345.8K | 0.02% | +159+5.2% | Added |
| Strategic Investment Solutions, Inc. | 3,473 | $344.6K | 0.08% | +10.0% | Added |
| Aurora Private Wealth, Inc. | 3,459 | $343.0K | 0.23% | +3,459 | New |
| NCM Capital Management, LLC | 3,442 | $341.4K | 0.13% | −691−16.7% | Reduced |
| Union Bancaire Privee, UBP SA | 3,548 | $340.8K | 0.01% | +3,480+5,117.6% | Added |
| Rooted Wealth Advisors, Inc. | 2,902 | $338.8K | 0.10% | +129+4.7% | Added |
| TCG Advisory Services, LLC | 3,410 | $338.2K | 0.01% | −522−13.3% | Reduced |
| Aprio Wealth Management, LLC | 3,376 | $336.3K | 0.02% | +3,376 | New |
| Ares Financial Consulting, LLC | 3,383 | $335.6K | 0.32% | +3,383 | New |
| Frec Markets, Inc. | 3,378 | $335.2K | 0.10% | +3,378 | New |
| Formidable Asset Management, LLC | 4,009 | $334.9K | 0.05% | +185+4.8% | Added |
| U S Global Investors Inc | 3,373 | $334.6K | 0.04% | +10.0% | Added |
| Versant Capital Management, Inc | 3,372 | $334.5K | 0.04% | −669−16.6% | Reduced |
| Kathmere Capital Management, LLC | 3,370 | $334.3K | 0.02% | +3,370 | New |
| Symphony Financial, Ltd. Co. | 3,357 | $333.0K | 0.04% | −8,105−70.7% | Reduced |
| RPS Advisory Solutions LLC | 3,354 | $332.6K | 0.16% | −2,275−40.4% | Reduced |
| TBH Global Asset Management, LLC | 3,352 | $332.5K | 0.06% | +3,352 | New |
| rebel Financial LLC | 3,341 | $331.4K | 0.14% | +3,341 | Added |