United Parcel Service Inc

UPS

Exchange: NYSE
Industry: Trucking & Courier Services (No Air)
SEC CIK: 0001090727

SEC filings (opens in a new tab)

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, Q1 2026

Institutional positions in United Parcel Service Inc as of Mar 31, 2026. 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: 2,120; +29 vs. Q4 2025
Shares held: 502.8M; +78.1M (+18.4%) vs. Q4 2025
Total value: $49.4B; +$7.22B (+17.1%) vs. Q4 2025
New holders: 185; 942 more added
Sold out: 156; 754 more reduced

34 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 2,120 institutions

Value heldQ1 2026: $49.4B

Institutions holding UPS and their total value by quarter
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, Q1 2026

Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q4 2025.

Institutions holding UPS in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
CKW Financial Group	5	$0	0.00%	00.0%	Unchanged
Winthrop Capital Management, LLC	4	$0	0.00%	00.0%	Unchanged
North Ridge Wealth Advisors, Inc.	1	$50	0.00%	+1	New
Parallax Volatility Advisers, L.P.	1	$98	0.00%	+1	New
Retiremitten Financial LLC	1	$98	0.00%	+1	New
Cherry Tree Wealth Management, LLC	3	$296	0.00%	00.0%	Unchanged
Investors Portfolio Services LLC	4	$394	0.00%	−3−42.9%	Reduced
Breakwater Investment Management	6	$591	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	7	$689	0.00%	+3+75.0%	Added
Mascoma Wealth Management LLC	8	$787	0.00%	−2−20.0%	Reduced
1015 Capital Partners, LLC	9	$885	0.00%	00.0%	Unchanged
Three Bearings Fiduciary Advisors, Inc.	10	$984	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	10	$984	0.00%	00.0%	Unchanged
Strategic Wealth Advisors LLC	15	$1.00K	0.00%	00.0%	Unchanged
Phillip James Consulting Co.	7	$1.00K	0.00%	+7	New
Game Plan Financial Advisors, LLC	11	$1.08K	0.00%	−34,502−100.0%	Reduced
Kingdom Financial Group LLC.	11	$1.12K	0.00%	00.0%	Unchanged
Lloyd Advisory Services, LLC.	11	$1.12K	0.00%	+11	New
Rachor Investment Advisory Services, LLC	12	$1.14K	0.00%	+1+9.1%	Added
ROSS\JOHNSON & Associates LLC	13	$1.28K	0.02%	00.0%	Unchanged
Kozak & Associates, Inc.	13	$1.36K	0.00%	−42−76.4%	Reduced
Burk Holdings LLC	15	$1.48K	0.00%	+15	New
CBIZ Investment Advisory Services, LLC	16	$1.57K	0.00%	−97−85.8%	Reduced
Main Street Group, LTD	16	$1.57K	0.00%	+16	New
Mosley Wealth Management	19	$1.62K	0.00%	+19	New
Boreal Capital Management LLC	17	$1.67K	0.00%	−950−98.2%	Reduced
PayPay Securities Corp	16	$1.68K	0.06%	−102−86.4%	Reduced
First Financial Corp	18	$1.77K	0.00%	−11−37.9%	Reduced
Howard Capital Management Group, LLC	18	$1.77K	0.00%	00.0%	Unchanged
Hara Capital LLC	18	$1.77K	0.00%	00.0%	Unchanged
Vanguard Advisers Inc	18	$1.77K	0.00%	+18	New
Silicon Valley Capital Partners	18	$1.80K	0.00%	+18	New
1 North Wealth Services LLC	19	$1.87K	0.00%	00.0%	Unchanged
Retirement Wealth Solutions LLC	19	$1.87K	0.00%	−10−34.5%	Reduced
Atwood & Palmer Inc	20	$1.97K	0.00%	00.0%	Unchanged
C M Bidwell & Associates Ltd	20	$1.97K	0.00%	00.0%	Unchanged
NVWM, LLC	20	$1.97K	0.00%	00.0%	Unchanged
Paladin Partners, LLC	21	$2.07K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	21	$2.07K	0.00%	00.0%	Unchanged
Whipplewood Advisors, LLC	21	$2.07K	0.00%	+21	New
Holos Integrated Wealth LLC	22	$2.15K	0.00%	00.0%	Unchanged
Torren Management, LLC	22	$2.16K	0.00%	−269−92.4%	Reduced
MB, Levis & Associates, LLC	25	$2.46K	0.00%	00.0%	Unchanged
Portus Wealth Advisors, LLC	25	$2.46K	0.00%	+25	New
Virginia Estate & Retirement Planning Advisors Inc.	29	$2.85K	0.01%	+29	New
Aspect Partners, LLC	30	$2.95K	0.00%	00.0%	Unchanged
True Link Financial Advisors, LLC	30	$2.95K	0.00%	+30	New
United Financial Planning Group LLC	30	$2.95K	0.00%	+30	New
Financial Connections Group, Inc.	31	$3.00K	0.00%	00.0%	Unchanged
Atlas Capital Advisors LLC	31	$3.05K	0.00%	00.0%	Unchanged
Accordant Advisory Group Inc	33	$3.25K	0.00%	−14,472−99.8%	Reduced
Newton One Investments LLC	34	$3.35K	0.00%	+1+3.0%	Added
Front Row Advisors LLC	35	$3.44K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	37	$3.64K	0.00%	+9+32.1%	Added
Smallwood Wealth Investment Management, LLC	39	$3.84K	0.00%	00.0%	Unchanged
Estabrook Capital Management	40	$3.94K	0.00%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	41	$3.98K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	42	$4.08K	0.00%	+16+61.5%	Added
Tripletail Wealth Management, LLC	45	$4.42K	0.01%	00.0%	Unchanged
Financial Management Professionals, Inc.	46	$4.53K	0.00%	−6−11.5%	Reduced
Vermillion Wealth Management, Inc.	46	$4.53K	0.00%	+46	New
POM Investment Strategies, LLC	48	$4.72K	0.01%	+48	New
Principia Wealth Advisory, LLC	49	$4.82K	0.00%	+9+22.5%	Added
Wall Street Access Asset Management, LLC	48	$4.84K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	50	$4.92K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	50	$4.92K	0.00%	00.0%	Unchanged
Centennial Bank	50	$4.92K	0.00%	00.0%	Unchanged
Walsh & Associates, LLC	50	$4.92K	0.00%	00.0%	Unchanged
Comprehensive Financial Planning, Inc.	50	$4.92K	0.00%	00.0%	Unchanged
Boyd Watterson Asset Management LLC	51	$5.02K	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	57	$5.57K	0.00%	−2−3.4%	Reduced
Cornerstone Financial Management LLC	58	$5.71K	0.01%	+4+7.4%	Added
Wealth Preservation Advisors, LLC	59	$5.80K	0.00%	+35+145.8%	Added
Mechanics Financial Corp	60	$5.90K	0.00%	−180−75.0%	Reduced
Westside Investment Management, Inc.	60	$5.90K	0.00%	−79−56.8%	Reduced
Signature Resources Capital Management, LLC	60	$5.90K	0.00%	−3−4.8%	Reduced
McGuire Capital Advisors Inc	60	$5.90K	0.00%	−2−3.2%	Reduced
Dogwood Wealth Management LLC	61	$6.00K	0.00%	+17+38.6%	Added
Godfrey Financial Associates, Inc.	62	$6.10K	0.01%	00.0%	Unchanged
Wealth Science Advisors LLC	63	$6.25K	0.00%	+63	New
Thompson Investment Management, Inc.	64	$6.30K	0.00%	−53−45.3%	Reduced
Field & Main Bank	65	$6.39K	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	66	$6.45K	0.00%	+1+1.5%	Added
High Note Wealth, LLC	67	$6.59K	0.00%	+5+8.1%	Added
Crewe Advisors LLC	67	$6.59K	0.00%	+46+219.0%	Added
EFG International AG	70	$6.89K	0.00%	−822−92.2%	Reduced
Gould Capital, LLC	70	$6.89K	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	71	$6.98K	0.01%	00.0%	Unchanged
Evolution Advisers, Inc.	79	$7.00K	0.00%	00.0%	Unchanged
Westfuller Advisors, LLC	73	$7.14K	0.00%	−11−13.1%	Reduced
Eukles Asset Management	73	$7.18K	0.00%	00.0%	Unchanged
Sankala Group LLC	75	$7.18K	0.01%	00.0%	Unchanged
1620 Investment Advisors, Inc.	73	$7.24K	0.00%	+25+52.1%	Added
IFG Advisory, LLC	75	$7.38K	0.02%	−10,878−99.3%	Reduced
Bay Harbor Wealth Management, LLC	75	$7.38K	0.00%	+16+27.1%	Added
Bell Investment Advisors, Inc	75	$7.38K	0.00%	−50−40.0%	Reduced
Olistico Wealth, LLC	75	$7.38K	0.00%	00.0%	Unchanged
Arlington Trust Co LLC	79	$7.77K	0.00%	+79	New
Hughes Financial Services, LLC	81	$7.97K	0.00%	+16+24.6%	Added
YANKCOM Partnership	83	$8.17K	0.00%	00.0%	Unchanged