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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 6,202 | $610.2K | 0.02% | −2,181−26.0% | Reduced |
| Crescent Grove Advisors, LLC | 6,208 | $610.8K | 0.06% | −492−7.3% | Reduced |
| Taylor Hoffman Capital Management LLC | 6,213 | $611.2K | 0.19% | −1,115−15.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 6,310 | $613.1K | 0.07% | −1,624−20.5% | Reduced |
| Parcion Private Wealth LLC | 6,238 | $613.7K | 0.04% | −348−5.3% | Reduced |
| Farmers National Bank | 6,243 | $614.2K | 0.14% | −784−11.2% | Reduced |
| Legacy Capital Group California, Inc. | 6,247 | $614.6K | 0.23% | −687−9.9% | Reduced |
| Sharp Financial Services, LLC | 6,256 | $615.5K | 0.30% | +481+8.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,268 | $616.6K | 0.03% | +3,157+101.5% | Added |
| Johnson Investment Counsel Inc | 6,291 | $618.9K | 0.01% | −2,266−26.5% | Reduced |
| Quadcap Wealth Management, LLC | 6,304 | $620.1K | 0.07% | +1,227+24.2% | Added |
| Groupama Asset Managment | 6,308 | $620.6K | 0.01% | +1,564+33.0% | Added |
| Wellington Shields & Co., LLC | 6,313 | $621.1K | 0.16% | −200−3.1% | Reduced |
| SOA Wealth Advisors, LLC. | 6,323 | $622.0K | 0.12% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 6,355 | $625.2K | 0.03% | +101+1.6% | Added |
| Leo Wealth, LLC | 6,356 | $625.3K | 0.05% | −68−1.1% | Reduced |
| Nations Financial Group Inc, | 6,382 | $627.9K | 0.03% | +656+11.5% | Added |
| Absher Wealth Management, LLC | 6,401 | $629.7K | 0.07% | +269+4.4% | Added |
| Integrated Advisors Network LLC | 6,434 | $633.0K | 0.03% | −8,184−56.0% | Reduced |
| GSB Wealth Management, LLC | 6,465 | $636.1K | 0.14% | +5+0.1% | Added |
| Global Trust Wealth Management LLC | 6,475 | $637.0K | 0.48% | +2,947+83.5% | Added |
| Jessup Wealth Management, Inc | 6,479 | $637.4K | 0.23% | +1,079+20.0% | Added |
| Curbstone Financial Management Corp | 6,512 | $640.7K | 0.12% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 6,514 | $640.8K | 0.09% | +4,078+167.4% | Added |
| Johnson Financial Group, Inc. | 6,517 | $641.1K | 0.02% | −487−7.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,520 | $641.4K | 0.01% | −2,083−24.2% | Reduced |
| SummitTX Capital, L.P. | 6,573 | $646.7K | 0.02% | −85,463−92.9% | Reduced |
| Denali Advisors LLC | 6,600 | $649.3K | 0.07% | −400−5.7% | Reduced |
| Catalytic Wealth RIA, LLC | 6,616 | $650.9K | 0.03% | −827−11.1% | Reduced |
| Exeter Financial, LLC | 6,625 | $651.8K | 0.27% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 6,634 | $652.7K | 0.12% | +11+0.2% | Added |
| Roehl & Yi Investment Advisors, LLC | 6,643 | $653.5K | 0.25% | −3,456−34.2% | Reduced |
| AIMZ Investment Advisors, LLC | 6,650 | $654.2K | 0.20% | 00.0% | Unchanged |
| Gibbs Wealth Management | 6,667 | $655.9K | 0.09% | +2,943+79.0% | Added |
| Wealth Management Partners, LLC | 6,696 | $657.0K | 0.19% | +54+0.8% | Added |
| Koss-Olinger Consulting, LLC | 6,695 | $658.6K | 0.06% | −557−7.7% | Reduced |
| Revisor Wealth Management LLC | 6,701 | $659.3K | 0.18% | −759−10.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,715 | $660.7K | 0.04% | −13,019−66.0% | Reduced |
| Galvin, Gaustad & Stein, LLC | 6,739 | $663.0K | 0.05% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 6,743 | $663.4K | 0.15% | +2,435+56.5% | Added |
| Fiscal Wisdom Wealth Management, LLC | 6,765 | $665.5K | 0.64% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 6,787 | $667.6K | 0.03% | +333+5.2% | Added |
| SNS Financial Group, LLC | 6,787 | $667.7K | 0.06% | +17+0.3% | Added |
| Two Sigma Securities, LLC | 6,792 | $668.2K | 0.08% | −3,140−31.6% | Reduced |
| IKE Capital, LLC | 6,795 | $668.5K | 0.38% | +6,795 | New |
| Ameritas Investment Partners, Inc. | 6,826 | $671.6K | 0.02% | +10.0% | Added |
| NBC Securities, Inc. | 6,827 | $671.7K | 0.05% | +632+10.2% | Added |
| Boothbay Fund Management, LLC | 6,847 | $673.6K | 0.02% | +3,034+79.6% | Added |
| Advance Capital Management, Inc. | 6,857 | $674.6K | 0.03% | +68+1.0% | Added |
| Baxter Bros Inc | 6,858 | $674.7K | 0.08% | −240−3.4% | Reduced |
| Forza Wealth Management, LLC | 6,880 | $676.9K | 0.24% | +308+4.7% | Added |
| Wealthspire Advisors, LLC | 6,890 | $677.9K | 0.01% | −654−8.7% | Reduced |
| Cora Capital Advisors LLC | 6,896 | $678.4K | 0.22% | +22+0.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,900 | $678.8K | 0.01% | +150+2.2% | Added |
| Mitchell Sinkler & Starr | 6,921 | $680.9K | 0.31% | −77−1.1% | Reduced |
| Profund Advisors LLC | 6,947 | $683.4K | 0.03% | +276+4.1% | Added |
| Advisors Management Group Inc | 6,970 | $685.0K | 0.12% | −1,923−21.6% | Reduced |
| Perfromance Wealth Partners, LLC | 6,966 | $685.3K | 0.02% | +330+5.0% | Added |
| Davis Investment Partners, LLC | 6,980 | $686.7K | 0.24% | −272−3.8% | Reduced |
| Cigna Investments Inc | 6,984 | $687.0K | 0.11% | −93−1.3% | Reduced |
| Aviance Capital Partners, LLC | 6,988 | $687.5K | 0.08% | +427+6.5% | Added |
| LSV Asset Management | 7,000 | $689.0K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 7,022 | $690.8K | 0.07% | −963−12.1% | Reduced |
| Larry Mathis Financial Planning, LLC | 7,034 | $692.0K | 0.62% | −228−3.1% | Reduced |
| Forge Financial Services LLC | 7,038 | $692.4K | 0.07% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 7,049 | $693.5K | 0.07% | +24+0.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,055 | $694.0K | 0.04% | +787+12.6% | Added |
| Trust Co of Virginia | 7,060 | $694.6K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 7,071 | $695.6K | 0.01% | +251+3.7% | Added |
| Acorn Wealth Advisors, LLC | 7,087 | $697.2K | 0.20% | −47−0.7% | Reduced |
| Thompson David Blair | 7,113 | $699.8K | 0.40% | +7,113 | New |
| Caldwell Sutter Capital, Inc. | 7,127 | $701.2K | 0.29% | +347+5.1% | Added |
| Syon Capital LLC | 7,140 | $702.5K | 0.04% | +698+10.8% | Added |
| Colonial Trust Advisors | 7,140 | $702.5K | 0.05% | −563−7.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 7,145 | $703.0K | 0.05% | −296−4.0% | Reduced |
| Smithfield Trust Co | 7,154 | $705.0K | 0.03% | +5,200+266.1% | Added |
| Corsicana & Co. | 6,421 | $706.2K | 0.45% | +3,901+154.8% | Added |
| Phoenix Holdings Ltd. | 7,201 | $708.4K | 0.01% | +1,290+21.8% | Added |
| Noble Family Wealth, LLC | 7,230 | $711.3K | 0.15% | −130−1.8% | Reduced |
| DRW Securities, LLC | 7,314 | $718.5K | 0.04% | +7,314 | New |
| Corundum Group, Inc. | 7,347 | $722.8K | 0.24% | +7,347 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 7,353 | $723.5K | 0.55% | −433−5.6% | Reduced |
| Sage Mountain Advisors LLC | 7,380 | $726.1K | 0.05% | −748−9.2% | Reduced |
| Total Wealth Planning & Management, Inc. | 7,389 | $726.9K | 0.58% | +1,002+15.7% | Added |
| Clear Street Group Inc. | 7,408 | $728.8K | 0.00% | +1,437+24.1% | Added |
| TD Private Client Wealth LLC | 7,423 | $730.2K | 0.02% | +2,055+38.3% | Added |
| Tred Avon Family Wealth, LLC | 7,426 | $730.6K | 0.24% | +508+7.3% | Added |
| Access Investment Management LLC | 7,480 | $735.9K | 0.20% | −1,020−12.0% | Reduced |
| Belpointe Asset Management LLC | 7,521 | $740.0K | 0.03% | +523+7.5% | Added |
| Clark Capital Management Group, Inc. | 7,530 | $740.8K | 0.00% | −145−1.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,571 | $744.8K | 0.16% | +7+0.1% | Added |
| Wolff Financial Management LLC | 7,571 | $744.9K | 0.16% | +7+0.1% | Added |
| Neville Rodie & Shaw Inc | 7,595 | $747.0K | 0.05% | −307−3.9% | Reduced |
| King Wealth | 7,632 | $751.0K | 0.09% | 00.0% | Unchanged |
| Atom Investors LP | 7,667 | $754.3K | 0.05% | +7,667 | New |
| St. Johns Investment Management Company, LLC | 7,680 | $755.6K | 0.32% | +727+10.5% | Added |
| Bridgewealth Advisory Group, LLC | 7,702 | $757.7K | 0.16% | −298−3.7% | Reduced |
| Forum Financial Management, LP | 7,707 | $758.2K | 0.01% | +493+6.8% | Added |
| Anchyra Partners LLC | 7,756 | $763.0K | 0.23% | +27+0.3% | Added |
| Balboa Wealth Partners | 7,757 | $763.1K | 0.13% | +887+12.9% | Added |