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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 105,522 | $10.5M | 0.17% | +11,900+12.7% | Added |
| Steward Partners Investment Advisory, LLC | 105,266 | $10.4M | 0.06% | +11,928+12.8% | Added |
| Dupree Financial Group, LLC | 104,383 | $10.4M | 3.77% | +68,643+192.1% | Added |
| Compass Rose Asset Management, LP | 104,000 | $10.3M | 3.32% | +104,000 | New |
| Greatmark Investment Partners, Inc. | 103,332 | $10.2M | 1.21% | −2,436−2.3% | Reduced |
| CIBC World Markets Corp | 102,697 | $10.2M | 0.05% | +102,697 | New |
| Wiley Bros.-Aintree Capital, LLC | 102,490 | $10.2M | 0.05% | +18,019+21.3% | Added |
| Yousif Capital Management, LLC | 94,689 | $10.1M | 0.11% | −5,737−5.7% | Reduced |
| MML Investors Services, LLC | 100,791 | $10.0M | 0.02% | −12,386−10.9% | Reduced |
| International Assets Investment Management, LLC | 100,350 | $9.95M | 0.68% | −8,770−8.0% | Reduced |
| QRG Capital Management, Inc. | 99,125 | $9.83M | 0.11% | +13,054+15.2% | Added |
| Rakuten Investment Management, Inc. | 97,715 | $9.74M | 0.03% | +80,975+483.7% | Added |
| Captrust Financial Advisors | 97,467 | $9.67M | 0.02% | +22,116+29.4% | Added |
| Public Sector Pension Investment Board | 96,419 | $9.56M | 0.03% | +32,129+50.0% | Added |
| Concentric Capital Strategies, LP | 96,247 | $9.55M | 0.49% | +96,247 | New |
| HRT Financial LP | 95,968 | $9.52M | 0.03% | +55,792+138.9% | Added |
| Mountain Hill Investment Partners Corp. | 95,415 | $9.46M | 6.78% | −4,999−5.0% | Reduced |
| HighPoint Advisor Group LLC | 94,700 | $9.39M | 0.21% | +35,056+58.8% | Added |
| Stelac Advisory Services LLC | 94,543 | $9.38M | 3.32% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 94,200 | $9.34M | 0.06% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 94,136 | $9.34M | 0.10% | −23,965−20.3% | Reduced |
| Pinebridge Investments LLC | 94,002 | $9.32M | 0.07% | +94,002 | New |
| Franklin Street Advisors Inc | 93,736 | $9.30M | 0.53% | +91,264+3,691.9% | Added |
| Public Employees Retirement Association of Colorado | 93,715 | $9.30M | 0.03% | −145−0.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 93,600 | $9.28M | 1.09% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 93,464 | $9.27M | 0.01% | −21,372−18.6% | Reduced |
| Nissay Asset Management Corp | 92,984 | $9.22M | 0.05% | +1,076+1.2% | Added |
| Gilman Hill Asset Management, LLC | 92,814 | $9.21M | 1.45% | +1,911+2.1% | Added |
| Southern Capital Advisors, LLC | 92,421 | $9.17M | 4.23% | −642−0.7% | Reduced |
| SummitTX Capital, L.P. | 92,036 | $9.13M | 0.28% | +43,563+89.9% | Added |
| Cyndeo Wealth Partners, LLC | 92,033 | $9.13M | 0.49% | +74,026+411.1% | Added |
| Davy Global Fund Management Ltd | 91,120 | $9.04M | 0.62% | −15,526−14.6% | Reduced |
| Westshore Wealth, LLC | 91,092 | $9.04M | 2.99% | −260.0% | Reduced |
| Vontobel Holding Ltd. | 90,918 | $9.02M | 0.03% | −21,962−19.5% | Reduced |
| Schroder Investment Management Group | 90,491 | $9.02M | 0.01% | +4,251+4.9% | Added |
| ASR Vermogensbeheer N.V. | 90,160 | $8.94M | 0.10% | −779−0.9% | Reduced |
| Hengehold Capital Management LLC | 89,893 | $8.92M | 0.75% | +142+0.2% | Added |
| IMC-Chicago, LLC | 89,653 | $8.89M | 0.16% | −164,338−64.7% | Reduced |
| Mutual Advisors, LLC | 89,101 | $8.84M | 0.19% | −18,014−16.8% | Reduced |
| Pathstone Holdings, LLC | 87,650 | $8.69M | 0.03% | +12,892+17.2% | Added |
| Miller Value Partners, LLC | 86,600 | $8.59M | 3.03% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 85,551 | $8.49M | 0.36% | −2,147−2.4% | Reduced |
| Advocate Group LLC | 84,981 | $8.43M | 1.36% | −3,393−3.8% | Reduced |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 84,574 | $8.39M | 2.66% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 84,538 | $8.39M | 0.11% | +500+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 83,853 | $8.32M | 0.03% | +25,463+43.6% | Added |
| Occudo Quantitative Strategies LP | 83,683 | $8.30M | 0.56% | +74,005+764.7% | Added |
| Brinker Capital Investments, LLC | 83,452 | $8.28M | 0.06% | −4,974−5.6% | Reduced |
| Clark & Stuart, Inc | 83,198 | $8.25M | 5.69% | −3,974−4.6% | Reduced |
| Martin Capital Partners, LLC | 82,763 | $8.21M | 3.09% | −700−0.8% | Reduced |
| Sowell Financial Services LLC | 82,666 | $8.20M | 0.30% | +1,989+2.5% | Added |
| Janus Henderson Group PLC | 82,564 | $8.19M | 0.00% | −9,823−10.6% | Reduced |
| Assetmark, Inc | 82,422 | $8.18M | 0.02% | +2,003+2.5% | Added |
| United Capital Financial Advisers, LLC | 82,264 | $8.16M | 0.05% | +6,316+8.3% | Added |
| Hudson Bay Capital Management LP | 80,311 | $7.97M | 0.05% | +80,311 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 80,200 | $7.96M | 0.07% | +80,200 | New |
| Avanza Fonder AB | 80,169 | $7.95M | 0.20% | +6,931+9.5% | Added |
| OP Asset Management Ltd | 79,930 | $7.93M | 0.10% | +899+1.1% | Added |
| Blair William & Co | 79,558 | $7.89M | 0.02% | −16,565−17.2% | Reduced |
| Addenda Capital Inc. | 79,400 | $7.88M | 0.23% | −8,667−9.8% | Reduced |
| Brown Advisory Inc | 79,394 | $7.88M | 0.01% | −7,731−8.9% | Reduced |
| Mutual of America Capital Management LLC | 79,370 | $7.87M | 0.08% | −436−0.5% | Reduced |
| Loomis Sayles & Co L P | 79,313 | $7.87M | 0.01% | −11,041−12.2% | Reduced |
| Moneta Group Investment Advisors LLC | 79,246 | $7.86M | 0.06% | −2,266−2.8% | Reduced |
| Cullinan Associates Inc | 78,301 | $7.77M | 0.53% | +6,751+9.4% | Added |
| Regions Financial Corp | 77,571 | $7.69M | 0.05% | −1,246−1.6% | Reduced |
| Stephens Inc | 75,836 | $7.59M | 0.09% | −15,411−16.9% | Reduced |
| Stonebridge Capital Advisors LLC | 76,315 | $7.57M | 0.52% | +2,978+4.1% | Added |
| NFJ Investment Group, LLC | 75,676 | $7.51M | 0.27% | −108,366−58.9% | Reduced |
| Rafferty Asset Management, LLC | 75,520 | $7.49M | 0.03% | +899+1.2% | Added |
| Sage Capital Advisors,llc | 75,242 | $7.46M | 1.77% | +998+1.3% | Added |
| Two Sigma Investments, LP | 74,990 | $7.44M | 0.01% | −149,007−66.5% | Reduced |
| Balyasny Asset Management LLC | 73,973 | $7.34M | 0.01% | +69,367+1,506.0% | Added |
| Strategic Wealth Partners, Ltd. | 73,824 | $7.32M | 0.50% | +72,741+6,716.6% | Added |
| Capital Management Corp | 73,543 | $7.29M | 1.20% | −11,618−13.6% | Reduced |
| BancorpSouth Bank | 73,477 | $7.29M | 0.43% | +3,248+4.6% | Added |
| JustInvest LLC | 73,320 | $7.27M | 0.07% | +19,365+35.9% | Added |
| Live Oak Private Wealth LLC | 71,901 | $7.13M | 0.97% | −5,216−6.8% | Reduced |
| Heritage Investors Management Corp | 71,421 | $7.08M | 0.21% | −6,126−7.9% | Reduced |
| Snowden Capital Advisors LLC | 71,351 | $7.08M | 0.18% | −5,834−7.6% | Reduced |
| Candriam Luxembourg S.C.A. | 70,224 | $6.97M | 0.03% | +10,451+17.5% | Added |
| United Advisor Group, LLC | 69,088 | $6.85M | 0.88% | +1,852+2.8% | Added |
| Kovitz Investment Group Partners, LLC | 69,043 | $6.85M | 0.15% | −24,396−26.1% | Reduced |
| Logan Capital Management Inc | 68,455 | $6.79M | 0.29% | −16,402−19.3% | Reduced |
| Cove Private Wealth, LLC | 67,983 | $6.74M | 2.01% | +10,677+18.6% | Added |
| Fluent Financial, LLC | 67,969 | $6.74M | 2.57% | +67,969 | New |
| Allianz SE | 67,936 | $6.74M | 0.09% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 67,000 | $6.65M | 0.19% | −4,300−6.0% | Reduced |
| Hi-Line Capital Management, LLC | 66,882 | $6.63M | 2.21% | +3,927+6.2% | Added |
| Everett Harris & Co | 66,236 | $6.57M | 0.08% | −4,618−6.5% | Reduced |
| Independent Advisor Alliance | 65,569 | $6.50M | 0.16% | +1,272+2.0% | Added |
| Wealthcare Advisory Partners LLC | 64,949 | $6.44M | 0.13% | +4,093+6.7% | Added |
| Ameritas Advisory Services, LLC | 64,947 | $6.44M | 0.24% | +56,788+696.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 64,649 | $6.41M | 1.40% | −483−0.7% | Reduced |
| Olstein Capital Management, L.P. | 64,000 | $6.35M | 1.30% | −9,000−12.3% | Reduced |
| Sherman Porfolios, LLC | 63,814 | $6.33M | 0.43% | +63,814 | New |
| Wealthedge Investment Advisors, LLC | 63,625 | $6.31M | 2.33% | +10,222+19.1% | Added |
| Soltis Investment Advisors LLC | 63,447 | $6.29M | 0.41% | +2,595+4.3% | Added |
| Investment Management Corp of Ontario | 63,376 | $6.29M | 0.08% | +28,955+84.1% | Added |
| Miracle Mile Advisors, LLC | 63,077 | $6.26M | 0.09% | −1,429−2.2% | Reduced |