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 |
|---|---|---|---|---|---|
| Sterling Investment Counsel, LLC | 3,338 | $331.1K | 0.09% | +26+0.8% | Added |
| Capital Analysts, LLC | 3,318 | $329.0K | 0.01% | −74−2.2% | Reduced |
| Hilton Head Capital Partners, LLC | 3,309 | $328.2K | 0.19% | +3,309 | New |
| Allegiance Financial Group Advisory Services LLC | 3,297 | $327.0K | 0.07% | +3,297 | New |
| LS Investment Advisors, LLC | 3,275 | $324.8K | 0.05% | +335+11.4% | Added |
| Federated Hermes, Inc. | 3,264 | $323.8K | 0.00% | +1,422+77.2% | Added |
| FRG Family Wealth Advisors LLC | 3,255 | $322.9K | 0.05% | −255−7.3% | Reduced |
| Transcendent Capital Group LLC | 3,241 | $321.5K | 0.15% | +3,241 | New |
| Wimmer Associates 1, LLC | 3,237 | $321.1K | 0.15% | 00.0% | Unchanged |
| Eaton-Cambridge Inc. | 3,235 | $320.9K | 0.11% | +135+4.4% | Added |
| Tempo Wealth, LLC | 3,235 | $320.8K | 0.06% | +3,235 | New |
| Washington Trust Co | 3,221 | $319.5K | 0.01% | −490−13.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,219 | $319.3K | 0.02% | −22−0.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 3,217 | $319.1K | 0.02% | +3,217 | New |
| Southland Equity Partners LLC | 3,214 | $318.8K | 0.06% | +41+1.3% | Added |
| Jacobs & Co | 3,212 | $318.0K | 0.03% | −350−9.8% | Reduced |
| WealthTrak Capital Management LLC | 3,204 | $317.8K | 0.23% | +50+1.6% | Added |
| Wynn Capital, LLC | 3,195 | $317.0K | 0.15% | +160+5.3% | Added |
| Verus Capital Partners, LLC | 3,187 | $316.1K | 0.02% | +298+10.3% | Added |
| Gsa Capital Partners LLP | 3,182 | $316.0K | 0.03% | +3,182 | New |
| LVW Advisors, LLC | 3,174 | $314.8K | 0.03% | +127+4.2% | Added |
| Financial Engines Advisors L.L.C. | 3,173 | $314.7K | 0.00% | −336−9.6% | Reduced |
| Eagle Harbor Asset Management Inc | 3,172 | $314.6K | 0.26% | −100−3.1% | Reduced |
| Pflug Koory, LLC | 3,172 | $314.6K | 0.15% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 2,928 | $313.2K | 0.24% | −375−11.4% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 3,154 | $312.9K | 0.16% | +3,154 | New |
| Rexford Capital Inc | 3,144 | $311.9K | 0.24% | −150−4.6% | Reduced |
| Jeppson Wealth Management, LLC | 3,143 | $311.8K | 0.10% | −50−1.6% | Reduced |
| Seamount Financial Group Inc | 3,125 | $310.0K | 0.14% | −1,000−24.2% | Reduced |
| PeakShares LLC | 3,117 | $309.2K | 0.30% | +3,117 | New |
| Castleview Partners, LLC | 3,116 | $309.1K | 0.15% | +683+28.1% | Added |
| City Holding Co | 3,115 | $309.0K | 0.04% | −1,254−28.7% | Reduced |
| MKT Advisors LLC | 3,027 | $308.8K | 0.11% | −191−5.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,111 | $308.6K | 0.04% | −5,495−63.9% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,100 | $307.5K | 0.20% | −330−9.6% | Reduced |
| Old Mission Investment Co LLC | 3,088 | $306.3K | 0.07% | +41+1.3% | Added |
| Poinciana Advisors Group, LLC | 3,087 | $306.2K | 0.24% | +3,087 | New |
| Farmers Trust Co | 3,084 | $305.9K | 0.05% | −50−1.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,083 | $305.8K | 0.12% | −571−15.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,080 | $305.5K | 0.20% | −334−9.8% | Reduced |
| Breakwater Capital Group | 3,074 | $304.9K | 0.04% | −310−9.2% | Reduced |
| Excelsior Advisor Network LLC | 3,072 | $304.7K | 0.15% | +3,072 | New |
| Morey & Quinn Wealth Partners, LLC | 3,065 | $304.0K | 0.22% | −103−3.3% | Reduced |
| Diamant Asset Management, Inc. | 3,060 | $303.5K | 0.22% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,045 | $302.0K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 2,863 | $301.2K | 0.04% | +18+0.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,030 | $300.6K | 0.00% | −2,326−43.4% | Reduced |
| First Financial Bank - Trust Division | 3,027 | $300.3K | 0.02% | −171−5.3% | Reduced |
| Palumbo Wealth Management LLC | 3,023 | $299.9K | 0.07% | +42+1.4% | Added |
| Compass Capital Corp | 2,522 | $299.3K | 0.12% | +45+1.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,000 | $297.6K | 0.14% | +1,500+100.0% | Added |
| Clearbridge Investments, LLC | 2,992 | $296.8K | 0.00% | −2−0.1% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 2,991 | $296.7K | 0.22% | −44−1.4% | Reduced |
| Lighthouse Investment Partners, LLC | 2,990 | $296.6K | 0.01% | +2,990 | New |
| Founders Financial Alliance, LLC | 2,990 | $296.5K | 0.06% | −1,199−28.6% | Reduced |
| Atlas Brown,Inc. | 2,976 | $295.2K | 0.09% | +225+8.2% | Added |
| Heartwood Wealth Advisors LLC | 2,971 | $294.7K | 0.03% | +232+8.5% | Added |
| Northwest Wealth Management, LLC | 2,954 | $293.0K | 0.05% | +2,954 | New |
| Choice Wealth Advisors, LLC | 2,952 | $292.8K | 0.12% | +35+1.2% | Added |
| Fieldview Capital Management, LLC | 2,946 | $292.2K | 0.05% | −5,397−64.7% | Reduced |
| Cardinal Point Capital Management, ULC | 2,925 | $290.1K | 0.02% | +400+15.8% | Added |
| Hardy Reed LLC | 2,924 | $290.0K | 0.02% | +285+10.8% | Added |
| Kaufman Rossin Wealth, LLC | 2,923 | $290.0K | 0.15% | +488+20.0% | Added |
| Meiji Yasuda Life Insurance Co | 2,920 | $289.6K | 0.01% | +2,920 | New |
| Wealth Alliance | 2,911 | $288.8K | 0.03% | +2,911 | New |
| Generation Capital Management LLC | 2,909 | $288.5K | 0.19% | −57−1.9% | Reduced |
| Eagle Rock Investment Company, LLC | 2,908 | $288.4K | 0.04% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 2,902 | $287.8K | 0.09% | +29+1.0% | Added |
| Freestone Capital Holdings, LLC | 2,897 | $287.3K | 0.01% | −458−13.7% | Reduced |
| Cahill Financial Advisors Inc | 2,895 | $287.1K | 0.03% | +54+1.9% | Added |
| Concorde Asset Management, LLC | 2,894 | $287.1K | 0.11% | +2,894 | New |
| S.A. Mason LLC | 2,894 | $287.0K | 0.11% | −195−6.3% | Reduced |
| One Wealth Advisors, LLC | 2,891 | $286.8K | 0.04% | −315−9.8% | Reduced |
| Harbour Capital Advisors, LLC | 2,829 | $285.8K | 0.06% | 00.0% | Unchanged |
| Papp L Roy & Associates | 2,880 | $285.7K | 0.03% | −1,345−31.8% | Reduced |
| Ifrah Financial Services, Inc. | 2,879 | $285.6K | 0.07% | −10.0% | Reduced |
| Patriot Investment Management Inc. | 2,872 | $284.9K | 0.02% | −316−9.9% | Reduced |
| Juncture Wealth Strategies, LLC | 2,871 | $284.8K | 0.09% | +2,871 | New |
| EPG Wealth Management LLC | 2,868 | $284.5K | 0.08% | +10+0.3% | Added |
| Weaver Consulting Group | 2,864 | $284.0K | 0.07% | −92−3.1% | Reduced |
| MONECO Advisors, LLC | 2,862 | $283.9K | 0.02% | +2,862 | New |
| Financial Advisors Network, Inc. | 2,854 | $283.1K | 0.04% | +283+11.0% | Added |
| Oakmont Investment Advisors, Inc. | 2,851 | $282.9K | 0.21% | +2,851 | New |
| Old National Bancorp | 2,842 | $281.9K | 0.00% | −2,113−42.6% | Reduced |
| Traynor Capital Management, Inc. | 2,837 | $281.4K | 0.02% | −116−3.9% | Reduced |
| Aegis Wealth Management LLC | 2,835 | $281.2K | 0.16% | −93−3.2% | Reduced |
| Catalyst Financial Partners LLC | 2,817 | $279.4K | 0.03% | +2,817 | New |
| Claris Financial LLC | 2,810 | $278.8K | 0.15% | −1,252−30.8% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 2,796 | $278.6K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,800 | $277.7K | 0.02% | −6,900−71.1% | Reduced |
| Alta Advisers Ltd | 2,794 | $277.1K | 0.10% | −400−12.5% | Reduced |
| apricus wealth, LLC | 2,778 | $275.6K | 0.14% | −175−5.9% | Reduced |
| GSG Advisors LLC | 2,770 | $274.8K | 0.07% | +2,770 | New |
| Xxi Wealth, LLC | 2,762 | $274.0K | 0.17% | +2,762 | New |
| Barlow Wealth Partners, Inc. | 2,530 | $273.4K | 0.03% | +25+1.0% | Added |
| 1776 Wealth LLC | 2,753 | $273.1K | 0.10% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,745 | $272.3K | 0.11% | −1,368−33.3% | Reduced |
| Cornerstone Wealth Group, LLC | 2,734 | $271.2K | 0.02% | +233+9.3% | Added |
| Woodward Diversified Capital, LLC | 2,734 | $271.1K | 0.12% | +304+12.5% | Added |
| Moody National Bank Trust Division | 2,731 | $270.9K | 0.03% | −358−11.6% | Reduced |