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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Advyzon Investment Management, LLC | 2,724 | $270.2K | 0.03% | +2,724 | New |
| Everhart Financial Group, Inc. | 2,714 | $269.2K | 0.02% | +2,714 | New |
| Redhawk Wealth Advisors, Inc. | 2,711 | $268.9K | 0.03% | +2,711 | New |
| Money Concepts Capital Corp | 2,711 | $268.9K | 0.02% | −54−2.0% | Reduced |
| Weatherly Asset Management L. P. | 2,700 | $267.8K | 0.02% | −7−0.3% | Reduced |
| Investment Planning Advisors, Inc. | 2,696 | $267.5K | 0.08% | +2,696 | New |
| Northeast Investment Management | 2,695 | $267.3K | 0.01% | −425−13.6% | Reduced |
| Mason & Associates, LLC | 2,690 | $266.8K | 0.06% | 00.0% | Unchanged |
| Evansbrook LLC | 2,690 | $266.8K | 0.18% | +2,690 | New |
| Simmons Bank | 2,683 | $266.1K | 0.02% | −545−16.9% | Reduced |
| GenTrust, LLC | 2,680 | $265.8K | 0.01% | +2,680 | New |
| Dividend Assets Capital, LLC | 2,680 | $265.8K | 0.05% | −75−2.7% | Reduced |
| Chapman Financial Group, LLC | 2,668 | $264.6K | 0.18% | −352−11.7% | Reduced |
| Center for Financial Planning, Inc. | 2,664 | $264.2K | 0.03% | +106+4.1% | Added |
| Suncoast Equity Management | 2,652 | $263.1K | 0.03% | 00.0% | Unchanged |
| CogentBlue Wealth Advisors, LLC | 2,645 | $262.4K | 0.18% | 00.0% | Unchanged |
| Covestor Ltd | 2,629 | $261.0K | 0.14% | +682+35.0% | Added |
| Finley Financial, LLC | 2,626 | $260.5K | 0.12% | 00.0% | Unchanged |
| Investment House LLC | 2,625 | $260.4K | 0.01% | −445−14.5% | Reduced |
| AlphaCore Capital LLC | 2,618 | $259.7K | 0.01% | +1,219+87.1% | Added |
| CWS Financial Advisors, LLC | 2,615 | $259.4K | 0.07% | +2,615 | New |
| Cambient Family Office, LLC | 2,615 | $259.4K | 0.04% | +2,615 | New |
| Golden State Wealth Management, LLC | 2,614 | $259.3K | 0.03% | 00.0% | Unchanged |
| Plancorp, LLC | 2,603 | $258.1K | 0.01% | +2,603 | New |
| Westview Management dba Westview Investment Advisors | 2,600 | $257.9K | 0.12% | +2,600 | New |
| Enterprise Financial Services Corp | 2,600 | $257.9K | 0.13% | +2,600 | New |
| Trustmark National Bank Trust Department | 2,594 | $257.3K | 0.02% | −545−17.4% | Reduced |
| Dana Investment Advisors, Inc. | 2,592 | $257.1K | 0.01% | −85−3.2% | Reduced |
| Evexia Wealth LLC | 2,381 | $255.8K | 0.07% | +2,381 | New |
| Coastal Bridge Advisors, LLC | 2,572 | $255.1K | 0.02% | −85−3.2% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 2,570 | $254.9K | 0.13% | −950−27.0% | Reduced |
| Martingale Asset Management L P | 2,566 | $254.5K | 0.01% | +2,566 | New |
| Liberty Wealth Management LLC | 2,565 | $254.4K | 0.03% | +3+0.1% | Added |
| CVA Family Office, LLC | 2,563 | $254.2K | 0.03% | +596+30.3% | Added |
| Childress Capital Advisors, LLC | 2,563 | $254.2K | 0.04% | +2,563 | New |
| Ellis Investment Partners, LLC | 2,561 | $254.1K | 0.04% | −9−0.4% | Reduced |
| Vista Investment Partners II, LLC | 2,561 | $254.0K | 0.11% | +2,561 | New |
| Leavell Investment Management, Inc. | 2,554 | $253.3K | 0.01% | −318−11.1% | Reduced |
| Spirit of America Management Corp | 2,550 | $252.9K | 0.05% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 2,550 | $252.9K | 0.10% | −337−11.7% | Reduced |
| Ti-Trust, Inc | 2,544 | $252.3K | 0.16% | +29+1.2% | Added |
| FSB Premier Wealth Management, Inc. | 2,540 | $251.9K | 0.08% | +2,540 | New |
| Checchi Capital Advisers, LLC | 2,539 | $251.8K | 0.02% | −138−5.2% | Reduced |
| Southern Financial Group, LLC | 2,538 | $251.8K | 0.07% | +2,538 | New |
| Austin Asset Management Co Inc | 2,535 | $251.5K | 0.04% | +30+1.2% | Added |
| White Pine Capital LLC | 2,535 | $251.4K | 0.07% | +2,535 | New |
| BCJ Capital Management, LLC | 2,531 | $251.1K | 0.01% | −339−11.8% | Reduced |
| World Equity Group, Inc. | 2,528 | $250.8K | 0.07% | +5+0.2% | Added |
| Flatrock Wealth Partners LLC | 2,527 | $250.6K | 0.12% | +2,527 | New |
| Catalyst Capital Advisors LLC | 2,526 | $250.6K | 0.01% | +2,526 | New |
| Guardian Partners Inc. | 2,149 | $250.2K | 0.02% | +2,149 | New |
| Yeomans Consulting Group, Inc. | 2,522 | $250.2K | 0.07% | +2,522 | New |
| Sound View Wealth Advisors Group, LLC | 2,520 | $250.0K | 0.02% | −239−8.7% | Reduced |
| Corsicana & Co. | 2,520 | $250.0K | 0.14% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 2,513 | $249.3K | 0.04% | −85−3.3% | Reduced |
| Oasis Advisors, LLC | 2,511 | $249.1K | 0.13% | +2,511 | New |
| Fortitude Family Office, LLC | 2,509 | $248.9K | 0.06% | −33−1.3% | Reduced |
| Wealthquest Corp | 2,508 | $248.8K | 0.02% | +2,508 | New |
| Trust Investment Advisors | 2,500 | $248.0K | 0.13% | +2,500 | New |
| Cannon Financial Strategists, Inc. | 2,498 | $247.8K | 0.03% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 2,493 | $247.2K | 0.03% | +2,493 | New |
| First Financial Bankshares Inc | 2,485 | $246.5K | 0.00% | +22+0.9% | Added |
| Fukoku Mutual Life Insurance Co | 2,484 | $246.4K | 0.02% | −168−6.3% | Reduced |
| Waterloo Capital, L.P. | 2,481 | $246.1K | 0.02% | +2,481 | New |
| Vision Financial Markets LLC | 2,479 | $245.9K | 0.25% | −199−7.4% | Reduced |
| Narwhal Capital Management | 2,471 | $245.1K | 0.02% | −3,006−54.9% | Reduced |
| Berger Financial Group, Inc | 2,470 | $245.0K | 0.01% | −111−4.3% | Reduced |
| HCR Wealth Advisors | 2,466 | $244.6K | 0.02% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,454 | $243.5K | 0.06% | +2,454 | New |
| KC Investment Advisors, LLC | 2,451 | $243.1K | 0.06% | +2,451 | New |
| Intrust Bank NA | 2,447 | $242.7K | 0.02% | −67−2.7% | Reduced |
| Sax Wealth Advisors, LLC | 2,446 | $242.7K | 0.01% | +2,446 | New |
| Hickory Point Bank & Trust | 2,446 | $242.6K | 0.18% | +2,446 | New |
| Alpha Family Trust | 2,440 | $242.0K | 0.11% | −150−5.8% | Reduced |
| Knightsbridge Asset Management, LLC | 2,440 | $242.0K | 0.04% | +2,440 | New |
| New Covenant Trust Company, N.A. | 2,393 | $241.7K | 0.22% | −140−5.5% | Reduced |
| Cascade Financial Partners, LLC | 2,436 | $241.6K | 0.02% | −227−8.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,436 | $241.6K | 0.03% | −187−7.1% | Reduced |
| Iron Financial, LLC | 2,435 | $241.5K | 0.11% | −2−0.1% | Reduced |
| First PREMIER Bank | 2,426 | $240.0K | 0.06% | −510−17.4% | Reduced |
| Birch Financial Group, LLC | 2,411 | $239.1K | 0.14% | −124−4.9% | Reduced |
| HHM Wealth Advisors, LLC | 2,410 | $239.0K | 0.03% | −72−2.9% | Reduced |
| Blue Chip Partners, Inc. | 2,406 | $238.6K | 0.02% | −1,796−42.7% | Reduced |
| DeDora Capital, Inc. | 2,402 | $238.3K | 0.06% | −4,113−63.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,401 | $238.2K | 0.01% | +2,401 | New |
| Beech Hill Advisors, Inc. | 2,400 | $238.1K | 0.11% | +2,400 | New |
| Sweeney & Michel, LLC | 1,972 | $236.7K | 0.07% | −579−22.7% | Reduced |
| Optas, LLC | 2,382 | $236.3K | 0.04% | +2,382 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 2,380 | $236.1K | 0.07% | +2,380 | New |
| Wedmont Private Capital | 2,233 | $235.4K | 0.01% | +2,233 | New |
| CoreFirst Bank & Trust | 2,363 | $234.4K | 0.13% | −720−23.4% | Reduced |
| Alliance Wealth Advisors, LLC | 2,348 | $232.9K | 0.11% | −191−7.5% | Reduced |
| 180 Wealth Advisors, LLC | 2,348 | $232.9K | 0.03% | −1,038−30.7% | Reduced |
| RD Lewis Holdings, Inc. | 2,081 | $232.8K | 0.20% | −177−7.8% | Reduced |
| Berry Wealth Group, LP | 2,343 | $232.4K | 0.82% | +2,343 | New |
| Golden State Equity Partners | 2,335 | $231.6K | 0.04% | +2,335 | New |
| Norway Savings Bank | 2,329 | $231.0K | 0.11% | −1,966−45.8% | Reduced |
| Keel Point, LLC | 2,324 | $230.5K | 0.01% | +2,324 | New |
| Quantum Financial Advisors, LLC | 2,320 | $230.1K | 0.03% | +2,320 | New |
| Blackhawk Capital Partners LLC. | 2,320 | $230.1K | 0.09% | +2,320 | New |