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 |
|---|---|---|---|---|---|
| Tannin Capital LLC | 2,317 | $229.8K | 0.21% | +2,317 | New |
| IFG Advisors, LLC | 2,313 | $229.4K | 0.04% | +2,313 | New |
| Winton Group Ltd | 2,304 | $228.5K | 0.01% | −40,136−94.6% | Reduced |
| Liberty Capital Management, Inc. | 2,300 | $228.1K | 0.04% | −700−23.3% | Reduced |
| Allegheny Financial Group LTD | 2,293 | $227.5K | 0.03% | +2,293 | New |
| Barnes Pettey Financial Advisors, LLC | 2,284 | $226.6K | 0.11% | +2,284 | New |
| Trilogy Capital Inc. | 2,284 | $226.5K | 0.01% | +2,284 | New |
| Wallace Advisory Group, LLC | 2,281 | $226.3K | 0.24% | −993−30.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,268 | $225.0K | 0.02% | +2,268 | New |
| Somerset Trust Co | 2,262 | $224.4K | 0.07% | +2,262 | New |
| Frisch Financial Group, Inc. | 2,256 | $223.7K | 0.05% | −194−7.9% | Reduced |
| Sollinda Capital Management LLC | 2,255 | $223.7K | 0.06% | +2,255 | New |
| First Heartland Consultants, Inc. | 2,252 | $223.4K | 0.02% | −2,641−54.0% | Reduced |
| Coastline Trust Co | 2,240 | $222.2K | 0.02% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,240 | $222.2K | 0.16% | +2,240 | New |
| South State Corp. | 2,237 | $221.9K | 0.01% | −1,960−46.7% | Reduced |
| Wright Investors Service Inc | 2,233 | $221.5K | 0.07% | +2,233 | New |
| Pittenger & Anderson Inc | 2,232 | $221.4K | 0.01% | 00.0% | Unchanged |
| CV Advisors LLC | 2,225 | $220.7K | 0.06% | +2,225 | New |
| Kelsey Financial, LLC | 2,221 | $220.3K | 0.19% | +2,221 | New |
| Kestra Investment Management, LLC | 2,209 | $219.1K | 0.01% | +2,209 | New |
| Aviso Wealth Management | 2,208 | $219.0K | 0.09% | +2,208 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,208 | $219.0K | 0.05% | −1,379−38.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,205 | $218.7K | 0.09% | −486−18.1% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 2,203 | $218.5K | 0.06% | +2,203 | New |
| Quotient Wealth Partners, LLC | 2,192 | $217.4K | 0.01% | +2,192 | New |
| A4 Wealth Advisors LLC | 2,173 | $215.5K | 0.19% | +2,173 | New |
| Selective Wealth Management, Inc. | 1,976 | $214.7K | 0.07% | +1,976 | New |
| Income Insurance Ltd | 2,162 | $214.4K | 0.14% | +2,162 | New |
| Hidden Cove Wealth Management, LLC | 2,156 | $213.9K | 0.14% | +2,156 | New |
| Marble Harbor Investment Counsel, LLC | 2,155 | $213.8K | 0.02% | +2,155 | New |
| Arwa LLC | 2,155 | $213.7K | 0.12% | +2,155 | New |
| Cfo Capital Management LLC | 2,153 | $213.6K | 0.16% | +2,153 | New |
| Ironsides Asset Advisors, LLC | 2,150 | $213.3K | 0.05% | +2,150 | New |
| PFS Partners, LLC | 2,147 | $213.0K | 0.10% | 00.0% | Unchanged |
| Eddie Patel Inc | 2,144 | $212.7K | 0.16% | +2,144 | New |
| Busey Wealth Management | 2,139 | $212.2K | 0.01% | +2,139 | New |
| Premier Path Wealth Partners, LLC | 2,139 | $212.1K | 0.03% | +2,139 | New |
| High Net Worth Advisory Group LLC | 2,131 | $211.4K | 0.05% | −1,029−32.6% | Reduced |
| Silver Coast Investments LLC | 2,131 | $211.4K | 0.07% | +2,131 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,128 | $211.0K | 0.03% | +2,128 | New |
| Avestar Capital, LLC | 2,120 | $210.3K | 0.01% | +2,120 | New |
| Wick Capital Partners, LLC | 2,119 | $210.2K | 0.04% | +2,119 | New |
| Onefund, LLC | 2,117 | $210.0K | 0.13% | +119+6.0% | Added |
| Fountainhead AM, LLC | 2,705 | $209.6K | 0.31% | +2,705 | New |
| Synergy Financial Management, LLC | 2,099 | $208.2K | 0.02% | +2,099 | New |
| Angeles Wealth Management, LLC | 2,097 | $208.0K | 0.01% | +2,097 | New |
| LaSalle St. Investment Advisors, LLC | 2,101 | $208.0K | 0.03% | +2,101 | New |
| Certified Advisory Corp | 2,096 | $207.9K | 0.02% | +2,096 | New |
| HFG Advisors, Inc. | 2,091 | $207.4K | 0.15% | +2,091 | New |
| Split Rock Private Trading & Wealth Management, LLC | 2,078 | $206.1K | 0.17% | +2,078 | New |
| Gryphon Financial Partners LLC | 2,075 | $205.9K | 0.02% | +2,075 | New |
| Ipswich Investment Management Co., Inc. | 2,075 | $205.8K | 0.05% | −350−14.4% | Reduced |
| D.B. Root & Company, LLC | 2,059 | $204.2K | 0.05% | +2,059 | New |
| Strategic Wealth Designers | 2,058 | $204.1K | 0.03% | +2,058 | New |
| Magnus Financial Group LLC | 2,056 | $204.0K | 0.02% | +2,056 | New |
| Douglas Lane & Associates, LLC | 2,054 | $203.7K | 0.00% | +2,054 | New |
| Congress Park Capital LLC | 2,050 | $203.3K | 0.06% | −525−20.4% | Reduced |
| Trust Point Inc. | 2,045 | $202.8K | 0.02% | +2,045 | New |
| Bank & Trust Co | 2,038 | $202.1K | 0.14% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 2,027 | $201.1K | 0.01% | −1,010−33.3% | Reduced |
| Promethium Advisors,llc | 2,025 | $200.9K | 0.11% | +2,025 | New |
| Foster Victor Wealth Advisors, LLC | 1,877 | $200.7K | 0.01% | −983−34.4% | Reduced |
| Kesler, Norman & Wride, LLC | 2,019 | $200.3K | 0.03% | −28,100−93.3% | Reduced |
| Mystic Asset Management, Inc. | 2,019 | $200.3K | 0.05% | +2,019 | New |
| Basepoint Wealth LLC | 2,011 | $199.5K | 0.12% | +2,011 | New |
| Curat Global, LLC | 2,000 | $198.4K | 0.22% | −1,000−33.3% | Reduced |
| Tucker Asset Management LLC | 1,994 | $197.8K | 0.06% | +1,994 | New |
| Smithfield Trust Co | 1,954 | $195.0K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,963 | $194.7K | 0.10% | −1,081−35.5% | Reduced |
| Heritage Wealth Advisors | 1,957 | $194.1K | 0.01% | +28+1.5% | Added |
| Cromwell Holdings LLC | 1,954 | $193.8K | 0.11% | +1,807+1,229.3% | Added |
| Roxbury Financial LLC | 1,927 | $191.1K | 0.17% | −1,188−38.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,911 | $189.6K | 0.08% | −7,253−79.1% | Reduced |
| Pandora Wealth, Inc. | 1,898 | $188.3K | 0.11% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,897 | $188.2K | 0.02% | +11+0.6% | Added |
| Advocate Investing Services LLC | 1,891 | $187.6K | 0.17% | +1,891 | New |
| Sentry Investment Management LLC | 1,882 | $187.0K | 0.12% | 00.0% | Unchanged |
| Leisure Capital Management | 1,876 | $186.1K | 0.06% | +1,876 | New |
| Cape Investment Advisory, Inc. | 1,840 | $182.5K | 0.06% | +538+41.3% | Added |
| Key Financial Inc | 1,825 | $181.0K | 0.03% | +852+87.6% | Added |
| Paradigm Asset Management Co LLC | 1,824 | $180.9K | 0.04% | −100−5.2% | Reduced |
| Bullock Wealth Management Group | 1,780 | $176.5K | 0.09% | +14+0.8% | Added |
| Toth Financial Advisory Corp | 775 | $176.1K | 0.02% | +117+17.8% | Added |
| Massmutual Trust Co FSB | 1,774 | $176.0K | 0.00% | −2,725−60.6% | Reduced |
| Country Trust Bank | 1,751 | $173.7K | 0.00% | −549−23.9% | Reduced |
| Bruce G. Allen Investments, LLC | 1,744 | $173.0K | 0.12% | +583+50.2% | Added |
| Oakworth Capital, Inc. | 1,735 | $172.1K | 0.01% | −512−22.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,734 | $172.0K | 0.06% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,692 | $167.8K | 0.05% | +1,231+267.0% | Added |
| FNY Investment Advisers, LLC | 1,621 | $160.0K | 0.05% | +1,550+2,183.1% | Added |
| Key Capital Management, INC | 1,598 | $158.5K | 0.16% | +1,598 | New |
| Sterling Capital Management LLC | 1,592 | $157.9K | 0.00% | −1,056−39.9% | Reduced |
| Basecamp Wealth Advisors LLC | 1,575 | $156.2K | 0.03% | +1,575 | New |
| Transamerica Financial Advisors, Inc. | 1,568 | $155.6K | 0.01% | +461+41.6% | Added |
| Wellington Shields Capital Management, LLC | 1,562 | $154.9K | 0.02% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 1,288 | $151.1K | 0.06% | +1,288 | New |
| Eastern Bank | 1,520 | $150.8K | 0.00% | −508−25.0% | Reduced |
| LGT Financial Advisors LLC | 1,500 | $148.8K | 0.91% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,495 | $148.2K | 0.01% | +493+49.2% | Added |