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 Technology Lab Private Ltd | 16,766 | $1.66M | 0.38% | −2,358−12.3% | Reduced |
| Christine Messmer PC | 16,741 | $1.66M | 1.08% | +16,741 | New |
| Old Port Advisors | 16,456 | $1.63M | 0.40% | −1,088−6.2% | Reduced |
| Sculati Wealth Management, LLC | 16,452 | $1.63M | 0.58% | −1,167−6.6% | Reduced |
| McDaniel Terry & Co | 16,410 | $1.63M | 0.14% | −2,135−11.5% | Reduced |
| NBT Bank N A | 16,377 | $1.62M | 0.11% | −67−0.4% | Reduced |
| Sawyer & Company, Inc | 16,221 | $1.61M | 0.57% | −4,557−21.9% | Reduced |
| Investors Asset Management of Georgia Inc | 16,170 | $1.60M | 0.66% | +664+4.3% | Added |
| Woodmont Investment Counsel LLC | 16,068 | $1.59M | 0.10% | −176−1.1% | Reduced |
| Trust Co of Vermont | 16,049 | $1.59M | 0.07% | −756−4.5% | Reduced |
| Donaldson Capital Management, LLC | 16,010 | $1.59M | 0.05% | +379+2.4% | Added |
| Groupe la Francaise | 16,000 | $1.59M | 0.02% | −2,920−15.4% | Reduced |
| Summit Wealth Group LLC | 15,972 | $1.58M | 0.21% | +11,320+243.3% | Added |
| Aptus Capital Advisors, LLC | 15,886 | $1.58M | 0.01% | +1,342+9.2% | Added |
| Whittier Trust Co | 14,958 | $1.57M | 0.02% | −4,505−23.1% | Reduced |
| Steel Peak Wealth Management LLC | 15,821 | $1.57M | 0.05% | −35,467−69.2% | Reduced |
| Culbertson A N & Co Inc | 15,772 | $1.56M | 0.21% | −1,600−9.2% | Reduced |
| Fiduciary Alliance LLC | 15,687 | $1.56M | 0.10% | +7,524+92.2% | Added |
| First Dallas Securities Inc. | 15,583 | $1.55M | 0.58% | +811+5.5% | Added |
| Zullo Investment Group, Inc. | 15,544 | $1.54M | 0.56% | −677−4.2% | Reduced |
| Clear Creek Financial Management, LLC | 15,512 | $1.54M | 0.13% | −414−2.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,500 | $1.54M | 0.02% | +3,153+25.5% | Added |
| EverSource Wealth Advisors, LLC | 15,467 | $1.53M | 0.06% | +3,772+32.3% | Added |
| CAPROCK Group, Inc. | 15,374 | $1.52M | 0.03% | −3,764−19.7% | Reduced |
| Richard W. Paul & Associates, LLC | 15,317 | $1.52M | 0.50% | +150+1.0% | Added |
| Hantz Financial Services, Inc. | 15,275 | $1.51M | 0.02% | −647−4.1% | Reduced |
| La Banque Postale Asset Management SA | 15,224 | $1.51M | 0.02% | −770−4.8% | Reduced |
| Auxier Asset Management | 15,192 | $1.51M | 0.21% | +327+2.2% | Added |
| Kinneret Advisory, LLC | 15,179 | $1.51M | 0.13% | −416−2.7% | Reduced |
| Maltin Wealth Management, Inc. | 15,145 | $1.50M | 0.60% | +403+2.7% | Added |
| GHP Investment Advisors, Inc. | 15,122 | $1.50M | 0.06% | −1,225−7.5% | Reduced |
| Bluebird Wealth Management LLC | 15,053 | $1.49M | 1.39% | +15,053 | New |
| Everence Capital Management Inc | 15,023 | $1.49M | 0.09% | +6,713+80.8% | Added |
| NorthCrest Asset Manangement, LLC | 14,591 | $1.49M | 0.03% | +7,296+100.0% | Added |
| American Assets Investment Management, LLC | 15,000 | $1.49M | 0.10% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 14,978 | $1.49M | 0.94% | −55−0.4% | Reduced |
| Evercore Wealth Management, LLC | 14,950 | $1.48M | 0.02% | −1,170−7.3% | Reduced |
| Postrock Partners LLC | 14,916 | $1.48M | 0.64% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 14,870 | $1.47M | 0.61% | −2,410−13.9% | Reduced |
| Howard Capital Management Inc. | 14,852 | $1.47M | 0.02% | +5,598+60.5% | Added |
| Acadian Asset Management LLC | 14,838 | $1.47M | 0.00% | +14,512+4,451.5% | Added |
| Old Point Trust & Financial Services N A | 14,804 | $1.47M | 0.46% | −2,257−13.2% | Reduced |
| United Asset Strategies, Inc. | 14,743 | $1.46M | 0.11% | −12,422−45.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,704 | $1.46M | 0.07% | +40+0.3% | Added |
| Sagespring Wealth Partners, LLC | 14,695 | $1.46M | 0.03% | +2,078+16.5% | Added |
| Alerus Financial NA | 14,663 | $1.45M | 0.07% | +1,416+10.7% | Added |
| Integrated Advisors Network LLC | 14,618 | $1.45M | 0.06% | +466+3.3% | Added |
| Cascade Investment Advisors, Inc. | 14,606 | $1.45M | 0.85% | −855−5.5% | Reduced |
| Green Ridge Wealth Planning LLC | 14,604 | $1.45M | 0.74% | +14,604 | New |
| RM Financial Services, LLC | 14,590 | $1.45M | 1.28% | +14,590 | New |
| McDonald Partners LLC | 14,519 | $1.44M | 0.45% | −689−4.5% | Reduced |
| Accordant Advisory Group Inc | 14,505 | $1.44M | 0.99% | −777−5.1% | Reduced |
| Axxcess Wealth Management, LLC | 14,474 | $1.44M | 0.03% | +6,162+74.1% | Added |
| Janney Capital Management LLC | 14,432 | $1.43M | 0.09% | −4,921−25.4% | Reduced |
| Vericrest Private Wealth | 14,397 | $1.43M | 1.27% | +14,397 | New |
| JT Stratford LLC | 14,320 | $1.42M | 0.18% | +3,179+28.5% | Added |
| Vinva Investment Management Ltd | 14,159 | $1.41M | 0.02% | +248+1.8% | Added |
| Courier Capital LLC | 14,204 | $1.41M | 0.08% | −1,462−9.3% | Reduced |
| Coppell Advisory Solutions LLC | 14,136 | $1.41M | 0.14% | −1,283−8.3% | Reduced |
| Pathway Financial Advisers, LLC | 14,129 | $1.40M | 0.41% | −468−3.2% | Reduced |
| Center for Wealth Management Advisory | 14,128 | $1.40M | 1.03% | +14,128 | New |
| Alberta Investment Management Corp | 14,100 | $1.40M | 0.01% | −29,600−67.7% | Reduced |
| Argent Advisors, Inc. | 14,086 | $1.40M | 0.39% | −2,467−14.9% | Reduced |
| Diversify Advisory Services, LLC | 12,961 | $1.39M | 0.04% | +3,043+30.7% | Added |
| Bradley Foster & Sargent Inc | 13,937 | $1.38M | 0.02% | +6,277+81.9% | Added |
| Vestcor Inc | 13,933 | $1.38M | 0.04% | 00.0% | Unchanged |
| Prudential PLC | 13,928 | $1.38M | 0.01% | −5,213−27.2% | Reduced |
| Probity Advisors, Inc. | 13,922 | $1.38M | 0.22% | −543−3.8% | Reduced |
| Cherokee Insurance Co | 13,800 | $1.37M | 0.55% | −2,450−15.1% | Reduced |
| National Asset Management, Inc. | 13,797 | $1.37M | 0.06% | −1,821−11.7% | Reduced |
| Mendel Money Management | 13,795 | $1.37M | 0.57% | +2,357+20.6% | Added |
| Tradition Wealth Management, LLC | 13,759 | $1.36M | 0.10% | −307−2.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 13,720 | $1.36M | 0.01% | −3,220−19.0% | Reduced |
| Venturi Wealth Management, LLC | 13,616 | $1.35M | 0.06% | +1,144+9.2% | Added |
| Corbyn Investment Management Inc | 13,603 | $1.35M | 0.39% | −397−2.8% | Reduced |
| Waller Financial Planning Group, Inc | 13,594 | $1.35M | 0.30% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 13,522 | $1.34M | 0.31% | +13,522 | New |
| Spinnaker Trust | 13,517 | $1.34M | 0.07% | −1,684−11.1% | Reduced |
| Heritage Trust Co | 13,475 | $1.34M | 0.14% | −1,051−7.2% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 13,383 | $1.33M | 0.01% | +1,770+15.2% | Added |
| Harvest Investment Advisors, LLC | 13,377 | $1.33M | 0.75% | −40−0.3% | Reduced |
| Argent Trust Co | 13,364 | $1.33M | 0.05% | −3,208−19.4% | Reduced |
| Capital Financial Group Inc | 13,360 | $1.33M | 0.74% | +13,360 | New |
| Paradigm Financial Partners, LLC | 13,337 | $1.32M | 0.13% | −1,447−9.8% | Reduced |
| Octavia Wealth Advisors, LLC | 13,325 | $1.32M | 0.13% | +2,070+18.4% | Added |
| Radnor Capital Management, LLC | 13,313 | $1.32M | 0.20% | −675−4.8% | Reduced |
| Integrity Advisory Solutions, LLC | 13,306 | $1.32M | 0.19% | −68,917−83.8% | Reduced |
| Summit Global Investments | 13,302 | $1.32M | 0.08% | +1,384+11.6% | Added |
| Horst & Graben Wealth Management LLC | 13,293 | $1.32M | 0.20% | +55+0.4% | Added |
| Thomasville National Bank | 13,261 | $1.32M | 0.08% | +307+2.4% | Added |
| Alliance Private Wealth, LLC | 11,756 | $1.31M | 0.46% | +11,756 | New |
| Flagship Harbor Advisors, LLC | 13,209 | $1.31M | 0.06% | +2,379+22.0% | Added |
| Sunbelt Securities, Inc. | 13,208 | $1.31M | 0.09% | −618−4.5% | Reduced |
| Clean Yield Group | 13,173 | $1.31M | 0.36% | −1,285−8.9% | Reduced |
| Intellectus Partners, LLC | 13,149 | $1.30M | 0.25% | +2,031+18.3% | Added |
| Portfolio Design Labs, LLC | 13,144 | $1.30M | 0.21% | +6,329+92.9% | Added |
| Stock Yards Bank & Trust Co | 13,086 | $1.30M | 0.04% | −1,760−11.9% | Reduced |
| Brandes Investment Partners, LP | 13,086 | $1.30M | 0.01% | −2,040−13.5% | Reduced |
| Winning Points Advisors, LLC | 13,593 | $1.30M | 1.47% | +13,593 | New |
| Avidian Wealth Solutions, LLC | 13,049 | $1.29M | 0.05% | +16+0.1% | Added |