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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 1,479 | $146.7K | 0.05% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 1,474 | $146.2K | 0.06% | +1,474 | New |
| Trust Co | 1,468 | $145.6K | 0.01% | −3−0.2% | Reduced |
| First Horizon Corp | 1,440 | $142.8K | 0.01% | −333−18.8% | Reduced |
| Y.D. More Investments Ltd | 1,437 | $142.5K | 0.01% | −763−34.7% | Reduced |
| St Germain D J Co Inc | 1,431 | $141.9K | 0.01% | −157−9.9% | Reduced |
| Legacy Bridge, LLC | 1,359 | $134.8K | 0.05% | +75+5.8% | Added |
| Glen Eagle Advisors, LLC | 1,353 | $134.2K | 0.02% | −1,082−44.4% | Reduced |
| Union Savings Bank | 1,314 | $130.3K | 0.06% | +1,314 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,296 | $129.0K | 0.04% | 00.0% | Unchanged |
| Granite FO LLC | 1,300 | $128.9K | 0.07% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,285 | $127.5K | 0.08% | −1,015−44.1% | Reduced |
| Eq Wealth Advisors, LLC | 1,275 | $126.5K | 0.07% | +1,275 | New |
| Broadwater Capital Management LLC | 1,255 | $124.5K | 0.09% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,240 | $123.0K | 0.01% | +30+2.5% | Added |
| Hills Bank & Trust Co | 1,214 | $120.4K | 0.01% | +1,214 | New |
| IAG Wealth Partners, LLC | 1,167 | $115.7K | 0.01% | +9+0.8% | Added |
| Concord Wealth Partners | 1,160 | $115.0K | 0.01% | −11−0.9% | Reduced |
| Bank of Jackson Hole Trust | 1,135 | $112.6K | 0.05% | −508−30.9% | Reduced |
| First Community Trust NA | 1,129 | $112.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,128 | $111.9K | 0.03% | −555−33.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,125 | $111.6K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,083 | $107.4K | 0.02% | +963+802.5% | Added |
| Marquette Asset Management, LLC | 1,071 | $106.2K | 0.02% | +972+981.8% | Added |
| Bellevue Asset Management, LLC | 1,068 | $106.0K | 0.05% | −45−4.0% | Reduced |
| UMA Financial Services, Inc. | 1,065 | $105.6K | 0.01% | +689+183.2% | Added |
| LRI Investments, LLC | 1,055 | $104.6K | 0.01% | +14+1.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,050 | $104.2K | 0.03% | +220+26.5% | Added |
| DV Equities, LLC | 1,029 | $102.1K | 0.02% | +1,029 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,000 | $99.2K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,000 | $99.2K | 0.04% | −15−1.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 998 | $98.9K | 0.02% | +695+229.4% | Added |
| SHP Wealth Management | 998 | $98.9K | 0.01% | +998 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 995 | $98.7K | 0.03% | +919+1,209.2% | Added |
| AdvisorNet Financial, Inc | 989 | $98.1K | 0.01% | +171+20.9% | Added |
| Asset Planning,Inc | 987 | $97.9K | 0.07% | −232−19.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 980 | $97.2K | 0.03% | +45+4.8% | Added |
| Quarry LP | 980 | $97.2K | 0.02% | −809−45.2% | Reduced |
| Boreal Capital Management LLC | 967 | $95.9K | 0.07% | −1,090−53.0% | Reduced |
| Adirondack Trust Co | 961 | $95.3K | 0.03% | −177−15.6% | Reduced |
| Silvant Capital Management LLC | 958 | $95.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 945 | $93.7K | 0.03% | +500+112.4% | Added |
| Peterson Wealth Services | 924 | $91.6K | 0.02% | −3,684−79.9% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 917 | $91.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 902 | $89.0K | 0.03% | +111+14.0% | Added |
| Rosenberg Matthew Hamilton | 893 | $88.6K | 0.02% | +818+1,090.7% | Added |
| EFG International AG | 892 | $88.5K | 0.00% | +892 | New |
| Quent Capital, LLC | 873 | $86.6K | 0.01% | +219+33.5% | Added |
| Crews Bank & Trust | 858 | $85.1K | 0.01% | −165−16.1% | Reduced |
| Davis Capital Management | 844 | $83.7K | 0.06% | −27−3.1% | Reduced |
| Los Angeles Capital Management LLC | 874 | $83.1K | 0.00% | −3,733−81.0% | Reduced |
| American Capital Advisory, LLC | 821 | $81.4K | 0.04% | +1+0.1% | Added |
| Bayforest Capital Ltd | 808 | $80.1K | 0.06% | +808 | New |
| Inlight Wealth Management, LLC | 807 | $80.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 807 | $80.0K | 0.01% | +7+0.9% | Added |
| Camelot Portfolios, LLC | 800 | $79.4K | 0.05% | +800 | New |
| Optiver Holding B.V. | 798 | $79.2K | 0.00% | +798 | New |
| General Partner, Inc. | 795 | $78.9K | 0.04% | −47−5.6% | Reduced |
| Triumph Capital Management | 782 | $77.6K | 0.02% | −3,956−83.5% | Reduced |
| MidFirst Bank | 780 | $77.4K | 0.01% | +780 | New |
| Wealth Enhancement Trust Services, Inc. | 768 | $76.2K | 0.01% | +768 | New |
| WPG Advisers, LLC | 767 | $76.1K | 0.06% | +281+57.8% | Added |
| Valley National Advisers Inc | 776 | $76.0K | 0.01% | +536+223.3% | Added |
| Reflection Asset Management | 713 | $70.7K | 0.05% | +713 | New |
| Asset Dedication, LLC | 701 | $69.5K | 0.00% | −2,722−79.5% | Reduced |
| Webster Bank, N. A. | 698 | $69.2K | 0.01% | +100+16.7% | Added |
| Quattro Advisors LLC | 667 | $66.2K | 0.05% | +667 | New |
| Rossby Financial, LCC | 666 | $66.0K | 0.02% | +185+38.5% | Added |
| Redwood Park Advisors LLC | 658 | $65.3K | 0.04% | +3+0.5% | Added |
| Beaird Harris Wealth Management, LLC | 645 | $64.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 641 | $63.6K | 0.00% | −15−2.3% | Reduced |
| Monetary Solutions, Ltd | 635 | $63.0K | 0.06% | +635 | New |
| IMG Wealth Management, Inc. | 633 | $62.8K | 0.04% | −39−5.8% | Reduced |
| New England Capital Financial Advisors LLC | 630 | $62.4K | 0.02% | +201+46.9% | Added |
| MV Capital Management, Inc. | 629 | $62.4K | 0.01% | +404+179.6% | Added |
| Bard Associates Inc | 613 | $60.8K | 0.02% | +613 | New |
| Joseph Group Capital Management | 593 | $58.8K | 0.02% | +228+62.5% | Added |
| Salomon & Ludwin, LLC | 571 | $58.2K | 0.01% | −231−28.8% | Reduced |
| Signature Equity Partners, LLC | 587 | $58.2K | 0.03% | +587 | New |
| Bayban | 570 | $56.5K | 0.05% | +570 | New |
| Ankerstar Wealth, LLC | 567 | $56.3K | 0.06% | +567 | New |
| Clark Wealth Partners | 551 | $54.6K | 0.03% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 548 | $54.4K | 0.00% | +548 | New |
| BankPlus Trust Department | 528 | $52.4K | 0.01% | −389−42.4% | Reduced |
| Bogart Wealth, LLC | 527 | $52.3K | 0.00% | −118−18.3% | Reduced |
| TFC Financial Management | 517 | $51.3K | 0.01% | −7−1.3% | Reduced |
| REAP Financial Group, LLC | 491 | $48.7K | 0.01% | −26−5.0% | Reduced |
| Wolff Wiese Magana LLC | 489 | $48.5K | 0.03% | +10+2.1% | Added |
| Cornerstone Planning Group LLC | 458 | $47.5K | 0.01% | +402+717.9% | Added |
| CNB Bank | 474 | $47.0K | 0.02% | −52−9.9% | Reduced |
| Merited Wealth, LLC | 473 | $46.9K | 0.04% | +473 | New |
| Avion Wealth | 469 | $46.0K | 0.01% | +35+8.1% | Added |
| GW&K Investment Management, LLC | 466 | $46.0K | 0.00% | +76+19.5% | Added |
| Winch Advisory Services, LLC | 463 | $46.0K | 0.01% | +7+1.5% | Added |
| Princeton Global Asset Management LLC | 454 | $45.0K | 0.01% | +321+241.4% | Added |
| Vision Retirement, LLC | 451 | $44.7K | 0.01% | +451 | New |
| SWAN Capital LLC | 450 | $44.6K | 0.02% | −22−4.7% | Reduced |
| Optima Capital LLC | 445 | $44.1K | 0.02% | +445 | New |
| Atlantic Trust, LLC | 435 | $43.1K | 0.01% | +2+0.5% | Added |
| IMA Wealth, Inc. | 428 | $42.5K | 0.00% | −241−36.0% | Reduced |