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 |
|---|---|---|---|---|---|
| MUFG Securities EMEA plc | 30,295 | $3.00M | 0.03% | +16,207+115.0% | Added |
| William Allan, LLC | 30,186 | $2.99M | 1.70% | −585−1.9% | Reduced |
| Fairview Capital Investment Management, LLC | 30,009 | $2.98M | 0.15% | −8,985−23.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 29,977 | $2.97M | 0.08% | −39,607−56.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 29,932 | $2.97M | 0.08% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 29,915 | $2.97M | 1.74% | +22,255+290.5% | Added |
| Udine Wealth Management, Inc. | 29,770 | $2.95M | 1.40% | +29,770 | New |
| Stolper Co | 29,663 | $2.94M | 0.87% | −476−1.6% | Reduced |
| Apollon Wealth Management, LLC | 29,593 | $2.94M | 0.05% | −20,674−41.1% | Reduced |
| Tower Bridge Advisors | 29,396 | $2.92M | 0.29% | −1,915−6.1% | Reduced |
| PEAK6 LLC | 29,237 | $2.90M | 0.08% | +4,729+19.3% | Added |
| Miller Financial Services LLC | 29,098 | $2.89M | 3.39% | −346−1.2% | Reduced |
| Equitable Holdings, Inc. | 29,100 | $2.89M | 0.02% | +6,823+30.6% | Added |
| Prelude Capital Management, LLC | 28,941 | $2.87M | 0.21% | +28,941 | New |
| Foundations Investment Advisors, LLC | 28,556 | $2.83M | 0.04% | +8,431+41.9% | Added |
| Bulltick Wealth Management, LLC | 28,500 | $2.83M | 0.60% | −2,500−8.1% | Reduced |
| Kingsview Wealth Management, LLC | 28,341 | $2.81M | 0.04% | +2,861+11.2% | Added |
| Verition Fund Management LLC | 28,175 | $2.79M | 0.02% | −7,469−21.0% | Reduced |
| Stanley-Laman Group, Ltd. | 28,131 | $2.79M | 0.36% | +689+2.5% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 27,652 | $2.74M | 1.50% | +1,113+4.2% | Added |
| Destination Wealth Management | 27,547 | $2.73M | 0.07% | +20,424+286.7% | Added |
| Siemens Fonds Invest GmbH | 27,396 | $2.73M | 0.15% | −3,490−11.3% | Reduced |
| Argyle Capital Management Inc. | 27,505 | $2.73M | 0.91% | +100+0.4% | Added |
| Borer Denton & Associates, Inc. | 27,413 | $2.72M | 0.92% | −1,115−3.9% | Reduced |
| Jacobi Capital Management LLC | 27,407 | $2.72M | 0.16% | −1,240−4.3% | Reduced |
| Change Path, LLC | 27,311 | $2.71M | 0.07% | −1,276−4.5% | Reduced |
| Norris Financial Group, LLC | 27,281 | $2.71M | 0.92% | +2,215+8.8% | Added |
| QTR Family Wealth, LLC | 22,796 | $2.71M | 1.19% | +1,821+8.7% | Added |
| First Pacific Financial | 27,242 | $2.70M | 0.35% | −988−3.5% | Reduced |
| Laurel Wealth Advisors LLC | 27,140 | $2.69M | 0.36% | +1,470+5.7% | Added |
| Two Sigma Advisers, LP | 27,100 | $2.69M | 0.01% | −763,500−96.6% | Reduced |
| Old Second National Bank of Aurora | 26,872 | $2.67M | 0.53% | −319−1.2% | Reduced |
| IHT Wealth Management, LLC | 26,759 | $2.66M | 0.06% | +15,732+142.7% | Added |
| Capital Square, LLC | 26,812 | $2.66M | 1.36% | +1,135+4.4% | Added |
| Resources Management Corp | 26,800 | $2.66M | 0.34% | −4,019−13.0% | Reduced |
| Sigma Planning Corp | 26,781 | $2.66M | 0.07% | +8,091+43.3% | Added |
| Cohen Klingenstein LLC | 26,741 | $2.65M | 0.08% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 26,664 | $2.65M | 0.12% | +15,450+137.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,641 | $2.64M | 0.02% | −300−1.1% | Reduced |
| Perkins Coie Trust Co | 26,618 | $2.64M | 0.49% | +62+0.2% | Added |
| Opus Investment Management Inc | 26,600 | $2.64M | 1.61% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 26,403 | $2.62M | 0.10% | −1,178−4.3% | Reduced |
| Principal Securities, Inc. | 26,360 | $2.61M | 0.04% | +1,253+5.0% | Added |
| Edgemoor Investment Advisors, Inc. | 26,175 | $2.60M | 0.20% | +5,583+27.1% | Added |
| Americana Partners, LLC | 26,147 | $2.59M | 0.07% | +4,590+21.3% | Added |
| Motco | 26,134 | $2.59M | 0.23% | −680−2.5% | Reduced |
| Commerce Bank | 26,122 | $2.59M | 0.01% | −2,835−9.8% | Reduced |
| Natural Investments, LLC | 26,097 | $2.59M | 0.64% | +212+0.8% | Added |
| Omers Administration Corp | 26,064 | $2.59M | 0.02% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 25,783 | $2.56M | 0.85% | −300−1.2% | Reduced |
| Waters Parkerson & Co., LLC | 25,648 | $2.54M | 0.12% | −5,638−18.0% | Reduced |
| Cardinal Capital Management | 25,508 | $2.53M | 0.34% | +709+2.9% | Added |
| Leelyn Smith, LLC | 25,494 | $2.53M | 0.37% | −564−2.2% | Reduced |
| Valeo Financial Advisors, LLC | 25,456 | $2.52M | 0.06% | +156+0.6% | Added |
| Pine Valley Investments Ltd Liability Co | 25,375 | $2.52M | 0.13% | −17,924−41.4% | Reduced |
| Ascent Group, LLC | 25,226 | $2.50M | 0.09% | +3,653+16.9% | Added |
| Moss Adams Wealth Advisors LLC | 25,221 | $2.50M | 0.18% | +1,075+4.5% | Added |
| Cypress Wealth Services, LLC | 25,209 | $2.50M | 0.35% | −187−0.7% | Reduced |
| Van Den Berg Management I, Inc | 25,205 | $2.50M | 0.57% | +1,465+6.2% | Added |
| North Dakota State Investment Board | 25,170 | $2.50M | 0.09% | +25,170 | New |
| Nicholas Hoffman & Company, LLC. | 25,045 | $2.48M | 0.06% | −1,320−5.0% | Reduced |
| DKRT Investments Corp. | 25,000 | $2.48M | 0.70% | 00.0% | Unchanged |
| Legato Capital Management LLC | 25,000 | $2.48M | 0.21% | +25,000 | New |
| Kingswood Wealth Advisors, LLC | 24,985 | $2.48M | 0.12% | +3,460+16.1% | Added |
| Harvest Portfolios Group Inc. | 24,894 | $2.47M | 0.04% | −1,196−4.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 24,828 | $2.46M | 1.05% | +10,432+72.5% | Added |
| Advisors Capital Management, LLC | 24,822 | $2.46M | 0.03% | −700−2.7% | Reduced |
| Brookmont Capital Management | 24,720 | $2.45M | 1.42% | +40.0% | Added |
| Measured Risk Portfolios, Inc. | 24,705 | $2.45M | 2.82% | +1,214+5.2% | Added |
| Ritholtz Wealth Management | 24,677 | $2.45M | 0.04% | +22,081+850.6% | Added |
| TD Waterhouse Canada Inc. | 24,640 | $2.44M | 0.02% | −1,724−6.5% | Reduced |
| Hillman Capital Management, Inc. | 24,616 | $2.44M | 1.54% | −7,268−22.8% | Reduced |
| Miller Howard Investments Inc | 24,555 | $2.44M | 0.07% | +3,965+19.3% | Added |
| Empirical Finance, LLC | 24,454 | $2.43M | 0.12% | −1,078−4.2% | Reduced |
| Canandaigua National Bank & Trust Co | 24,421 | $2.42M | 0.22% | −7,029−22.3% | Reduced |
| Horrell Capital Management, Inc. | 24,330 | $2.41M | 1.05% | −852−3.4% | Reduced |
| Benin Management CORP | 24,197 | $2.40M | 0.54% | −6,938−22.3% | Reduced |
| Stratos Wealth Partners, LTD. | 24,171 | $2.40M | 0.03% | −28,415−54.0% | Reduced |
| Brookstone Capital Management | 24,134 | $2.39M | 0.03% | +42+0.2% | Added |
| Tokio Marine Asset Management Co Ltd | 24,129 | $2.39M | 0.08% | +1,080+4.7% | Added |
| Independent Investors Inc | 24,028 | $2.38M | 0.44% | 00.0% | Unchanged |
| Econ Financial Services Corp | 23,891 | $2.37M | 1.19% | −12,687−34.7% | Reduced |
| Charter Trust Co | 23,838 | $2.36M | 0.14% | −4,186−14.9% | Reduced |
| WealthShield Partners, LLC | 23,780 | $2.36M | 0.26% | +20,359+595.1% | Added |
| Klingenstein Fields & Co LP | 23,626 | $2.34M | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 23,611 | $2.34M | 0.03% | +152+0.6% | Added |
| Bleakley Financial Group, LLC | 23,539 | $2.33M | 0.04% | +1,115+5.0% | Added |
| Metis Global Partners, LLC | 23,414 | $2.32M | 0.05% | −1,512−6.1% | Reduced |
| Bailard, Inc. | 23,404 | $2.32M | 0.05% | +18,653+392.6% | Added |
| Morningstar Investment Management LLC | 23,361 | $2.32M | 0.14% | −685−2.8% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 23,349 | $2.32M | 0.11% | +868+3.9% | Added |
| Bonness Enterprises Inc | 23,150 | $2.30M | 0.79% | +2,000+9.5% | Added |
| Beacon Financial Group | 23,148 | $2.30M | 0.23% | −1,469−6.0% | Reduced |
| Carmel Capital Partners, LLC | 22,974 | $2.28M | 0.80% | +13,128+133.3% | Added |
| Bluefin Capital Management, LLC | 22,900 | $2.27M | 0.64% | +22,900 | New |
| Tilson Financial Group, Inc. | 22,898 | $2.27M | 0.70% | +110.0% | Added |
| Farmers & Merchants Investments Inc | 22,841 | $2.27M | 0.06% | −1,141−4.8% | Reduced |
| Quadrant Capital Group LLC | 22,615 | $2.24M | 0.07% | +16,078+246.0% | Added |
| BLVD Private Wealth, LLC | 22,598 | $2.24M | 1.95% | −167−0.7% | Reduced |
| Cladis Investment Advisory, LLC | 22,538 | $2.24M | 1.22% | −5,398−19.3% | Reduced |