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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 22,509 | $2.23M | 0.07% | −1,204−5.1% | Reduced |
| Delphi Financial Group, Inc. | 22,470 | $2.23M | 1.11% | +22,470 | New |
| We Are One Seven, LLC | 22,461 | $2.23M | 0.05% | +5,064+29.1% | Added |
| Te Ahumairangi Investment Management Ltd | 22,286 | $2.21M | 0.40% | −900−3.9% | Reduced |
| Huntington National Bank | 22,281 | $2.21M | 0.01% | +100.0% | Added |
| Engineers Gate Manager LP | 22,196 | $2.20M | 0.03% | −20,986−48.6% | Reduced |
| Sovereign Financial Group, Inc. | 22,092 | $2.19M | 0.39% | +50+0.2% | Added |
| Edgestream Partners, L.P. | 22,072 | $2.19M | 0.06% | +22,072 | New |
| Evolve Private Wealth, LLC | 22,039 | $2.19M | 0.13% | +22,039 | New |
| Horizon Investments, LLC | 21,983 | $2.18M | 0.03% | +61+0.3% | Added |
| Hilltop Holdings Inc. | 21,897 | $2.17M | 0.13% | −5,501−20.1% | Reduced |
| Mfg Wealth Management, Inc. | 21,662 | $2.15M | 1.67% | +8,455+64.0% | Added |
| One Capital Management, LLC | 21,656 | $2.15M | 0.06% | −521−2.3% | Reduced |
| Boomfish Wealth Group, LLC | 21,599 | $2.14M | 1.15% | +4,018+22.9% | Added |
| Evergreen Capital Management LLC | 21,548 | $2.14M | 0.05% | +13,500+167.7% | Added |
| Moors & Cabot, Inc. | 21,528 | $2.14M | 0.09% | −466−2.1% | Reduced |
| Wedbush Securities Inc | 21,406 | $2.12M | 0.06% | +1,213+6.0% | Added |
| Washington Trust Advisors, Inc. | 21,381 | $2.12M | 0.16% | −534−2.4% | Reduced |
| Pinnacle Associates Ltd | 21,005 | $2.08M | 0.03% | +545+2.7% | Added |
| Cowa, LLC | 20,962 | $2.08M | 0.63% | +2,690+14.7% | Added |
| Csenge Advisory Group | 20,957 | $2.08M | 0.09% | +9,273+79.4% | Added |
| Portside Wealth Group, LLC | 20,799 | $2.06M | 0.28% | −2,095−9.2% | Reduced |
| Verdence Capital Advisors LLC | 20,782 | $2.06M | 0.12% | −14,352−40.8% | Reduced |
| Pavion Blue Capital, LLC | 20,778 | $2.06M | 0.86% | −3,385−14.0% | Reduced |
| FLC Capital Advisors | 20,747 | $2.06M | 0.38% | +771+3.9% | Added |
| NewEdge Wealth, LLC | 20,561 | $2.04M | 0.02% | +4,819+30.6% | Added |
| Parallel Advisors, LLC | 20,440 | $2.03M | 0.04% | +3,425+20.1% | Added |
| HBW Advisory Services LLC | 20,401 | $2.02M | 0.22% | +999+5.1% | Added |
| Cresset Asset Management, LLC | 20,388 | $2.02M | 0.01% | +8,699+74.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 20,341 | $2.02M | 0.84% | +301+1.5% | Added |
| Rodgers Brothers Inc. | 20,329 | $2.02M | 0.24% | −10,994−35.1% | Reduced |
| Aviso Financial Inc. | 20,239 | $2.01M | 0.08% | +19,219+1,884.2% | Added |
| Arbor Capital Management Inc | 19,462 | $2.00M | 1.68% | +1,766+10.0% | Added |
| E. Ohman J:or Asset Management AB | 20,126 | $2.00M | 0.05% | −11,388−36.1% | Reduced |
| Securian Asset Management, Inc | 20,094 | $1.99M | 0.08% | −15,441−43.5% | Reduced |
| Atomi Financial Group, Inc. | 20,091 | $1.99M | 0.06% | +936+4.9% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $1.98M | 0.54% | 00.0% | Unchanged |
| Alight Capital Management LP | 20,000 | $1.98M | 0.53% | +20,000 | New |
| MUFG Securities Americas Inc. | 19,909 | $1.97M | 0.12% | +61+0.3% | Added |
| Ignite Planners, LLC | 18,536 | $1.97M | 0.30% | +5,260+39.6% | Added |
| Mairs & Power Inc | 19,792 | $1.96M | 0.02% | −5,483−21.7% | Reduced |
| Exencial Wealth Advisors, LLC | 19,771 | $1.96M | 0.06% | +296+1.5% | Added |
| Jaffetilchin Investment Partners, LLC | 19,734 | $1.96M | 0.11% | +12,993+192.7% | Added |
| Krilogy Financial LLC | 18,268 | $1.95M | 0.07% | +2,135+13.2% | Added |
| Global Retirement Partners, LLC | 19,690 | $1.95M | 0.03% | +11,693+146.2% | Added |
| Pure Financial Advisors, Inc. | 19,626 | $1.95M | 0.03% | +696+3.7% | Added |
| Marion Wealth Management | 17,895 | $1.93M | 0.43% | −10.0% | Reduced |
| Wahed Invest LLC | 19,324 | $1.92M | 0.25% | −756−3.8% | Reduced |
| Choate Investment Advisors | 19,320 | $1.92M | 0.04% | +16,576+604.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,316 | $1.92M | 0.12% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 19,282 | $1.91M | 0.14% | −2,559−11.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 19,264 | $1.91M | 0.46% | +147+0.8% | Added |
| Vise Technologies, Inc. | 19,148 | $1.90M | 0.04% | +7,960+71.1% | Added |
| Wealth Intelligence, LLC | 19,126 | $1.90M | 0.94% | +19,126 | New |
| Am Investment Strategies LLC | 19,035 | $1.89M | 0.39% | −14,779−43.7% | Reduced |
| Long Run Wealth Advisors, LLC | 18,856 | $1.87M | 0.35% | −88−0.5% | Reduced |
| Schulhoff & Co Inc | 18,845 | $1.87M | 0.79% | −484−2.5% | Reduced |
| McAdam, LLC | 18,812 | $1.87M | 0.09% | −923−4.7% | Reduced |
| Great Lakes Advisors, LLC | 18,802 | $1.87M | 0.02% | +18,802 | New |
| Umb Bank N A | 18,694 | $1.85M | 0.02% | +3,061+19.6% | Added |
| Investment Research Partners LLC | 18,669 | $1.85M | 0.80% | +57+0.3% | Added |
| Cullen/Frost Bankers, Inc. | 18,641 | $1.85M | 0.02% | −2,786−13.0% | Reduced |
| SWP Investment Management LLC | 18,606 | $1.85M | 1.34% | +18,606 | New |
| Grimes & Company, Inc. | 18,603 | $1.85M | 0.04% | −98,735−84.1% | Reduced |
| Geneos Wealth Management Inc. | 18,545 | $1.84M | 0.04% | +298+1.6% | Added |
| Rehmann Capital Advisory Group | 18,539 | $1.84M | 0.10% | −832−4.3% | Reduced |
| Independence Bank of Kentucky | 18,463 | $1.83M | 0.23% | −2,191−10.6% | Reduced |
| CFC Planning Co LLC | 18,448 | $1.83M | 1.41% | +863+4.9% | Added |
| Arnhold LLC | 18,370 | $1.82M | 0.14% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 18,351 | $1.82M | 0.19% | −2,708−12.9% | Reduced |
| Pacitti Group Inc. | 18,321 | $1.82M | 0.67% | +15,737+609.0% | Added |
| Perpetual Ltd | 18,292 | $1.81M | 0.03% | +9,015+97.2% | Added |
| Harvest Investment Services, LLC | 18,223 | $1.81M | 0.34% | −1,121−5.8% | Reduced |
| Fortis Group Advisors, LLC | 16,960 | $1.80M | 0.30% | −25−0.1% | Reduced |
| LongView Wealth Management | 16,656 | $1.80M | 0.43% | −40−0.2% | Reduced |
| Ausdal Financial Partners, Inc. | 18,013 | $1.79M | 0.08% | +1,514+9.2% | Added |
| Arete Wealth Advisors, LLC | 17,998 | $1.79M | 0.12% | +3,313+22.6% | Added |
| Daymark Wealth Partners, LLC | 17,973 | $1.78M | 0.06% | +883+5.2% | Added |
| Savvy Advisors, Inc. | 17,908 | $1.78M | 0.06% | +7,929+79.5% | Added |
| Neo Ivy Capital Management | 17,899 | $1.78M | 0.28% | +17,899 | New |
| Aspire Private Capital, LLC | 17,872 | $1.77M | 0.39% | −100−0.6% | Reduced |
| Oak Thistle LLC | 17,840 | $1.77M | 0.25% | −8,601−32.5% | Reduced |
| Independent Financial Group, LLC | 17,788 | $1.76M | 0.04% | +124+0.7% | Added |
| KCM Investment Advisors LLC | 17,779 | $1.76M | 0.06% | −9,300−34.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 17,769 | $1.76M | 0.08% | −2,000−10.1% | Reduced |
| Flavin Financial Services, Inc. | 17,674 | $1.75M | 1.20% | −1,105−5.9% | Reduced |
| NWM Advisors, LLC | 17,352 | $1.72M | 1.50% | +17,352 | New |
| Manske Wealth Management | 17,332 | $1.72M | 0.51% | −182−1.0% | Reduced |
| Beacon Investment Advisors LLC | 17,321 | $1.72M | 0.69% | −202−1.2% | Reduced |
| BIP Wealth, LLC | 17,316 | $1.72M | 0.06% | +14,264+467.4% | Added |
| CBOE Vest Financial, LLC | 17,125 | $1.70M | 0.02% | +2,582+17.8% | Added |
| Searle & Co. | 17,095 | $1.70M | 0.44% | −2,400−12.3% | Reduced |
| Creative Financial Designs Inc | 17,071 | $1.69M | 0.11% | +1,558+10.0% | Added |
| Cornerstone Wealth Management, LLC | 17,056 | $1.69M | 0.09% | +831+5.1% | Added |
| North Star Investment Management Corp. | 17,049 | $1.69M | 0.11% | +152+0.9% | Added |
| Orca Investment Management, LLC | 16,983 | $1.68M | 1.33% | −626−3.6% | Reduced |
| Kovack Advisors, Inc. | 16,964 | $1.68M | 0.08% | +10,014+144.1% | Added |
| V-Square Quantitative Management LLC | 16,947 | $1.68M | 0.17% | −2,039−10.7% | Reduced |
| Telos Capital Management, Inc. | 16,898 | $1.68M | 0.16% | −5,867−25.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16,785 | $1.66M | 0.55% | 00.0% | Unchanged |