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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 42,695 | $4.23M | 0.05% | +18,086+73.5% | Added |
| Hartford Investment Management Co | 42,614 | $4.23M | 0.13% | −360−0.8% | Reduced |
| Capital Investment Advisory Services, LLC | 42,309 | $4.20M | 0.30% | +3,091+7.9% | Added |
| Iams Wealth Management, LLC | 42,088 | $4.17M | 1.51% | −2,878−6.4% | Reduced |
| Welch & Forbes LLC | 41,850 | $4.15M | 0.05% | −1,670−3.8% | Reduced |
| Lynch & Associates | 41,803 | $4.15M | 0.78% | −3,363−7.4% | Reduced |
| PYA Waltman Capital, LLC | 41,739 | $4.14M | 1.11% | +23,376+127.3% | Added |
| Signaturefd, LLC | 41,442 | $4.11M | 0.06% | +2,192+5.6% | Added |
| Armstrong Advisory Group, Inc | 41,287 | $4.10M | 0.28% | −6,279−13.2% | Reduced |
| Hourglass Capital, LLC | 41,065 | $4.07M | 0.88% | +830+2.1% | Added |
| Gilbert & Cook, Inc. | 40,966 | $4.06M | 0.51% | +166+0.4% | Added |
| Commonwealth Retirement Investments LLC | 40,959 | $4.06M | 1.31% | −9,848−19.4% | Reduced |
| Palouse Capital Management, Inc. | 40,571 | $4.02M | 2.58% | −3,341−7.6% | Reduced |
| Builder Investment Group Inc | 40,522 | $4.02M | 0.87% | −346−0.8% | Reduced |
| Northwest Bancshares, Inc. | 40,430 | $4.01M | 0.77% | −2,812−6.5% | Reduced |
| HBK Sorce Advisory LLC | 34,006 | $3.99M | 0.09% | −2,552−7.0% | Reduced |
| Mediolanum International Funds Ltd | 40,001 | $3.99M | 0.04% | −6,233−13.5% | Reduced |
| Tower Research Capital LLC (TRC) | 40,070 | $3.97M | 0.10% | +29,141+266.6% | Added |
| Highland Capital Management, LLC | 39,742 | $3.94M | 0.20% | −1,739−4.2% | Reduced |
| Vision Capital Management, Inc. | 39,344 | $3.90M | 0.47% | +16,746+74.1% | Added |
| Boston Research & Management Inc | 39,265 | $3.89M | 0.89% | −5,671−12.6% | Reduced |
| Venture Visionary Partners LLC | 38,614 | $3.83M | 0.13% | +1,395+3.7% | Added |
| Bridgewater Associates, LP | 38,507 | $3.82M | 0.01% | +38,507 | New |
| Vident Advisory, LLC | 38,494 | $3.82M | 0.04% | +5,306+16.0% | Added |
| Naples Global Advisors, LLC | 38,304 | $3.80M | 0.28% | −3,803−9.0% | Reduced |
| SRS Capital Advisors, Inc. | 38,273 | $3.80M | 0.11% | −56,797−59.7% | Reduced |
| Providence Capital Advisors, LLC | 38,260 | $3.79M | 0.64% | +1,326+3.6% | Added |
| Columbia Asset Management | 38,162 | $3.79M | 0.67% | +464+1.2% | Added |
| Eliot Finkel Investment Counsel, LLC | 37,805 | $3.75M | 2.30% | −210−0.6% | Reduced |
| Louisiana State Employees Retirement System | 37,700 | $3.74M | 0.06% | −900−2.3% | Reduced |
| Buckingham Strategic Partners | 37,618 | $3.73M | 0.05% | +4,699+14.3% | Added |
| Savant Capital, LLC | 37,322 | $3.70M | 0.02% | +3,072+9.0% | Added |
| Frank, Rimerman Advisors LLC | 36,734 | $3.64M | 0.23% | +36,734 | New |
| Gulf International Bank (UK) Ltd | 36,661 | $3.64M | 0.12% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 36,495 | $3.62M | 0.07% | +400+1.1% | Added |
| Virtu Financial LLC | 36,420 | $3.61M | 0.14% | +29,015+391.8% | Added |
| Tocqueville Asset Management L.P. | 36,333 | $3.60M | 0.05% | −13,256−26.7% | Reduced |
| Park Avenue Securities LLC | 36,243 | $3.60M | 0.03% | +2,233+6.6% | Added |
| Pinnacle Financial Partners, Inc. | 36,054 | $3.58M | 0.03% | +36,054 | New |
| Adams Asset Advisors, LLC | 36,047 | $3.58M | 0.47% | −3,286−8.4% | Reduced |
| Mather Group, LLC. | 35,578 | $3.53M | 0.04% | +370+1.1% | Added |
| Qsemble Capital Management, LP | 35,416 | $3.51M | 0.29% | −26,065−42.4% | Reduced |
| RFG Advisory, LLC | 35,257 | $3.50M | 0.07% | +16,569+88.7% | Added |
| Woodstock Corp | 35,221 | $3.49M | 0.30% | −7,211−17.0% | Reduced |
| Benjamin Edwards Inc | 35,058 | $3.48M | 0.04% | −4,697−11.8% | Reduced |
| JB Capital LLC | 34,979 | $3.47M | 0.14% | −654−1.8% | Reduced |
| Rayburn West Financial Services LLC | 34,795 | $3.45M | 2.15% | +34,795 | New |
| PDS Planning, Inc | 34,734 | $3.45M | 0.23% | +887+2.6% | Added |
| Flax Pond Capital, LLC | 34,531 | $3.43M | 2.55% | +34,531 | New |
| Game Plan Financial Advisors, LLC | 34,513 | $3.42M | 1.38% | +34,502+313,654.5% | Added |
| Bank of New Hampshire | 34,492 | $3.42M | 0.77% | −100−0.3% | Reduced |
| Kornitzer Capital Management Inc | 34,463 | $3.42M | 0.07% | −7,161−17.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 33,777 | $3.41M | 0.01% | +3,239+10.6% | Added |
| Summit Financial, LLC | 34,384 | $3.41M | 0.05% | −1,174−3.3% | Reduced |
| Ancora Advisors, LLC | 34,299 | $3.40M | 0.07% | −223−0.6% | Reduced |
| KMG Fiduciary Partners, LLC | 34,176 | $3.39M | 0.24% | +4,190+14.0% | Added |
| New Mexico Educational Retirement Board | 34,162 | $3.39M | 0.10% | +1,000+3.0% | Added |
| Truvestments Capital LLC | 34,124 | $3.38M | 0.62% | −1,860−5.2% | Reduced |
| Summit Trail Advisors, LLC | 34,001 | $3.37M | 0.06% | +171+0.5% | Added |
| Community Bank, N.A. | 33,939 | $3.37M | 0.40% | −13,915−29.1% | Reduced |
| Natixis | 33,934 | $3.37M | 0.01% | +33,934 | New |
| Morton Community Bank | 31,567 | $3.35M | 0.72% | +1,590+5.3% | Added |
| Anchor Investment Management, LLC | 33,659 | $3.34M | 0.27% | −926−2.7% | Reduced |
| Butensky & Cohen Financial Security, Inc | 33,642 | $3.34M | 0.90% | +2,138+6.8% | Added |
| Banque Cantonale Vaudoise | 33,468 | $3.32M | 0.12% | +14,286+74.5% | Added |
| TownSquare Capital, LLC | 33,443 | $3.32M | 0.74% | −18,332−35.4% | Reduced |
| Perigon Wealth Management, LLC | 33,242 | $3.30M | 0.06% | −1,460−4.2% | Reduced |
| EagleClaw Capital Managment, LLC | 32,816 | $3.26M | 0.47% | −1,450−4.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 32,687 | $3.24M | 0.23% | +16,687+104.3% | Added |
| Pallas Capital Advisors LLC | 32,612 | $3.23M | 0.11% | +15,145+86.7% | Added |
| Clearstead Advisors, LLC | 32,484 | $3.22M | 0.04% | +14,967+85.4% | Added |
| Keating Investment Counselors Inc | 32,357 | $3.21M | 0.89% | −1,878−5.5% | Reduced |
| Iowa State Bank | 32,188 | $3.19M | 0.60% | −190−0.6% | Reduced |
| Texas Yale Capital Corp. | 32,178 | $3.19M | 0.10% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 32,061 | $3.18M | 0.18% | −1,216−3.7% | Reduced |
| First National Trust Co | 32,038 | $3.18M | 0.11% | −707−2.2% | Reduced |
| Signature Wealth Management Group | 32,030 | $3.18M | 1.30% | +3,011+10.4% | Added |
| Total Clarity Wealth Management, Inc. | 31,745 | $3.15M | 0.76% | −118−0.4% | Reduced |
| EP Wealth Advisors, LLC | 31,712 | $3.15M | 0.02% | +31,712 | New |
| Integrated Wealth Concepts LLC | 31,564 | $3.13M | 0.04% | −18,186−36.6% | Reduced |
| Associated Banc-Corp | 31,523 | $3.13M | 0.08% | −6,187−16.4% | Reduced |
| Cohen Investment Advisors LLC | 31,493 | $3.12M | 1.44% | +1,469+4.9% | Added |
| Collar Capital Management, LLC | 31,474 | $3.12M | 2.09% | +378+1.2% | Added |
| WBI Investments | 31,393 | $3.11M | 0.81% | +4,142+15.2% | Added |
| Fifth Third Bancorp | 31,387 | $3.11M | 0.01% | +6,189+24.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 31,380 | $3.11M | 0.03% | −20,626−39.7% | Reduced |
| Fisher Funds Management LTD | 31,258 | $3.11M | 0.08% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 31,201 | $3.09M | 0.79% | +480+1.6% | Added |
| Capital Investment Counsel, Inc | 31,181 | $3.09M | 0.36% | −5,124−14.1% | Reduced |
| Rench Wealth Management, Inc. | 30,909 | $3.07M | 0.90% | −1,416−4.4% | Reduced |
| XML Financial, LLC | 30,804 | $3.06M | 0.25% | −1,470−4.6% | Reduced |
| Perryman Financial Advisory Inc | 30,789 | $3.05M | 0.45% | +30,789 | New |
| AG2R la Mondiale Gestion D'Actifs | 30,741 | $3.05M | 0.14% | +2,485+8.8% | Added |
| Arkadios Wealth Advisors | 30,664 | $3.04M | 0.06% | −1,966−6.0% | Reduced |
| CMG Global Holdings, LLC | 26,047 | $3.04M | 1.35% | −988−3.7% | Reduced |
| Monarch Capital Management Inc | 30,625 | $3.04M | 0.75% | +1,093+3.7% | Added |
| Advisory Alpha, LLC | 30,509 | $3.03M | 0.08% | −3,605−10.6% | Reduced |
| Baker Avenue Asset Management, LP | 30,447 | $3.02M | 0.07% | −322−1.0% | Reduced |
| Maven Securities LTD | 30,391 | $3.02M | 0.38% | +30,391 | New |
| Gladstone Institutional Advisory LLC | 30,381 | $3.01M | 0.11% | −1,740−5.4% | Reduced |