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 |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 426 | $42.3K | 0.01% | +426 | New |
| Canton Hathaway, LLC | 425 | $42.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 425 | $42.1K | 0.01% | +20+4.9% | Added |
| Capital Advisors, Ltd. LLC | 419 | $42.0K | 0.01% | −121−22.4% | Reduced |
| Medallion Wealth Advisors, LLC | 421 | $41.8K | 0.01% | −389−48.0% | Reduced |
| First United Bank Trust | 420 | $41.7K | 0.01% | +75+21.7% | Added |
| SJS Investment Consulting Inc. | 411 | $40.8K | 0.01% | +179+77.2% | Added |
| Activest Wealth Management | 408 | $40.5K | 0.01% | +241+144.3% | Added |
| Elyxium Wealth, LLC | 404 | $40.1K | 0.01% | +404 | New |
| Essex Investment Management Co LLC | 404 | $40.1K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 400 | $39.7K | 0.01% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 392 | $38.9K | 0.02% | −223−36.3% | Reduced |
| South Plains Financial, Inc. | 392 | $38.9K | 0.02% | −143−26.7% | Reduced |
| Rakuten Securities, Inc. | 387 | $38.4K | 0.01% | −3,446−89.9% | Reduced |
| LOM Asset Management Ltd | 385 | $38.2K | 0.01% | −416−51.9% | Reduced |
| Indiana Trust & Investment Management CO | 380 | $37.7K | 0.01% | −1,340−77.9% | Reduced |
| JNBA Financial Advisors | 379 | $37.6K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 344 | $37.6K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 375 | $37.2K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 425 | $36.8K | 0.02% | −175−29.2% | Reduced |
| Lavaca Capital LLC | 366 | $36.3K | 0.01% | −14−3.7% | Reduced |
| S&T Bank | 364 | $36.1K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 359 | $35.6K | 0.02% | +9+2.6% | Added |
| Pacific Center for Financial Services | 425 | $35.5K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 357 | $35.4K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 355 | $35.2K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 345 | $34.2K | 0.03% | −170−33.0% | Reduced |
| CrossGen Wealth, LLC | 337 | $33.4K | 0.03% | +337 | New |
| Evelyn Partners Investment Management LLP | 337 | $33.4K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 335 | $33.2K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 328 | $32.5K | 0.01% | −55−14.4% | Reduced |
| CWM Advisors, LLC | 322 | $32.0K | 0.00% | −27,029−98.8% | Reduced |
| Tidemark, LLC | 314 | $31.2K | 0.01% | +4+1.3% | Added |
| Pacifica Partners Inc. | 307 | $31.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 307 | $30.0K | 0.01% | +14+4.8% | Added |
| Financial Network Wealth Advisors LLC | 300 | $29.8K | 0.03% | +1+0.3% | Added |
| ESL Trust Services, LLC | 300 | $29.8K | 0.01% | −35−10.4% | Reduced |
| Kemnay Advisory Services Inc. | 295 | $29.3K | 0.00% | +295 | New |
| Torren Management, LLC | 291 | $28.8K | 0.01% | +291 | New |
| Harbor Investment Advisory, LLC | 290 | $28.8K | 0.00% | −564−66.0% | Reduced |
| Fairscale Capital, LLC | 284 | $28.2K | 0.02% | −182−39.1% | Reduced |
| Core Alternative Capital | 280 | $27.8K | 0.01% | +7+2.6% | Added |
| TSFG, LLC | 275 | $27.0K | 0.00% | +1+0.4% | Added |
| Coston, McIsaac & Partners | 272 | $27.0K | 0.01% | +119+77.8% | Added |
| Sachetta, LLC | 271 | $26.8K | 0.01% | −24−8.1% | Reduced |
| Founders Capital Management | 270 | $26.8K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 267 | $26.5K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 261 | $25.9K | 0.00% | −20−7.1% | Reduced |
| ORG Partners LLC | 260 | $25.8K | 0.00% | +55+26.8% | Added |
| Financial Perspectives, Inc | 255 | $25.3K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 253 | $25.1K | 0.00% | −211−45.5% | Reduced |
| IFC & Insurance Marketing, Inc. | 251 | $25.0K | 0.02% | +251 | New |
| Glass Jacobson Investment Advisors llc | 252 | $25.0K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 250 | $24.8K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 250 | $24.8K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 248 | $24.6K | 0.00% | +248 | New |
| Mechanics Financial Corp | 240 | $23.8K | 0.01% | −1,427−85.6% | Reduced |
| Aventus Investment Advisors, Inc. | 238 | $23.6K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 237 | $23.5K | 0.01% | −68−22.3% | Reduced |
| Kennebec Savings Bank | 237 | $23.5K | 0.02% | −10−4.0% | Reduced |
| Missouri Trust & Investment Co | 235 | $23.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 234 | $23.2K | 0.02% | +234 | New |
| Centerpoint Advisors, LLC | 229 | $23.0K | 0.01% | −189−45.2% | Reduced |
| Stephens Consulting, LLC | 223 | $22.1K | 0.01% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 220 | $22.0K | 0.01% | +220 | New |
| West Branch Capital LLC | 220 | $21.8K | 0.01% | +20+10.0% | Added |
| Gen-Wealth Partners Inc | 218 | $21.6K | 0.01% | −18−7.6% | Reduced |
| Consultiva Wealth Management, Corp. | 215 | $21.3K | 0.06% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 211 | $20.9K | 0.01% | −21−9.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 210 | $20.8K | 0.00% | +210 | New |
| Frazier Financial Advisors, LLC | 209 | $20.8K | 0.01% | +209 | New |
| Tower Trust & Investment Co | 209 | $20.7K | 0.01% | +209 | New |
| Legacy Wealth Managment, LLC | 208 | $20.6K | 0.01% | +120+136.4% | Added |
| Quaker Wealth Management, LLC | 203 | $20.1K | 0.01% | +5+2.5% | Added |
| Security National Bank | 200 | $19.8K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 191 | $18.9K | 0.01% | −25−11.6% | Reduced |
| Wellington-Altus USA Inc. | 185 | $18.4K | 0.01% | +185 | New |
| Morton Brown Family Wealth, LLC | 182 | $18.1K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 180 | $17.9K | 0.00% | −180−50.0% | Reduced |
| Aventura Private Wealth, LLC | 178 | $17.7K | 0.01% | +10+6.0% | Added |
| Red Tortoise LLC | 173 | $17.2K | 0.01% | +3+1.8% | Added |
| Wilkerson Advisory Group LLC | 171 | $16.9K | 0.01% | +171 | New |
| Dunhill Financial, LLC | 171 | $16.9K | 0.00% | +9+5.6% | Added |
| Entrust Financial LLC | 169 | $16.7K | 0.01% | +169 | New |
| Prestige Wealth Management Group LLC | 166 | $16.5K | 0.00% | +31+23.0% | Added |
| Evolution Wealth Management Inc. | 164 | $16.3K | 0.01% | −47−22.3% | Reduced |
| Swiss Re Ltd | 164 | $16.3K | 0.00% | +164 | New |
| Adkins Seale Capital Management LLC | 164 | $16.3K | 0.02% | +164 | New |
| BFSG, LLC | 160 | $15.9K | 0.00% | +20+14.3% | Added |
| Howard Hughes Medical Institute | 159 | $15.8K | 0.01% | +1+0.6% | Added |
| HFM Investment Advisors, LLC | 157 | $15.6K | 0.01% | +144+1,107.7% | Added |
| TD Capital Management LLC | 155 | $15.4K | 0.00% | +2+1.3% | Added |
| WFA of San Diego, LLC | 155 | $15.4K | 0.01% | 00.0% | Unchanged |
| Abound Financial, LLC | 154 | $15.3K | 0.01% | +154 | New |
| VSM Wealth Advisory, LLC | 150 | $14.9K | 0.00% | −93−38.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 150 | $14.9K | 0.00% | −60−28.6% | Reduced |
| Atomic Invest LLC | 145 | $14.4K | 0.01% | +145 | New |
| J.Safra Asset Management Corp | 144 | $14.3K | 0.00% | +144 | New |
| Tobam | 141 | $14.0K | 0.00% | −52−26.9% | Reduced |
| HighMark Wealth Management LLC | 139 | $13.8K | 0.01% | 00.0% | Unchanged |