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 |
|---|---|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 7,776 | $765.0K | 0.30% | +1,452+23.0% | Added |
| Mission Wealth Management, LP | 7,810 | $768.3K | 0.02% | −920−10.5% | Reduced |
| SageView Advisory Group, LLC | 7,834 | $770.7K | 0.03% | −3,272−29.5% | Reduced |
| Smartleaf Asset Management LLC | 8,118 | $770.8K | 0.03% | +520+6.8% | Added |
| Altus Wealth Group LLC | 7,839 | $771.2K | 0.32% | +104+1.3% | Added |
| Carson Advisory Inc. | 7,846 | $771.8K | 0.40% | +281+3.7% | Added |
| Keynote Financial Services LLC | 7,867 | $774.0K | 0.41% | −35−0.4% | Reduced |
| Purkiss Capital Advisors LLC | 7,892 | $776.4K | 0.34% | +34+0.4% | Added |
| Ethic Inc. | 7,896 | $776.8K | 0.01% | +381+5.1% | Added |
| Canandaigua National Trust Co of Florida | 7,906 | $777.8K | 0.62% | −4,082−34.1% | Reduced |
| TCM Advisors, LLC | – | $779.0K | 0.64% | – | – |
| Aberdeen Wealth Management LLC | 7,929 | $780.0K | 0.36% | −32−0.4% | Reduced |
| Fortis Advisors, LLC | 7,955 | $782.7K | 0.39% | +1,014+14.6% | Added |
| Journey Strategic Wealth LLC | 7,977 | $784.8K | 0.02% | +2,193+37.9% | Added |
| Stevens Capital Management LP | 7,988 | $786.0K | 0.12% | +4,258+114.2% | Added |
| Legacy Capital Wealth Partners, LLC | 7,991 | $786.2K | 0.16% | −676−7.8% | Reduced |
| Westbourne Investments, Inc. | 8,004 | $787.4K | 0.37% | +128+1.6% | Added |
| Mengis Capital Management, Inc. | 8,008 | $787.9K | 0.14% | −190−2.3% | Reduced |
| Net Worth Advisory Group | 8,017 | $788.7K | 0.16% | −56−0.7% | Reduced |
| Roundview Capital LLC | 8,018 | $788.8K | 0.05% | −596−6.9% | Reduced |
| Diversify Advisory Services, LLC | 7,403 | $789.2K | 0.12% | −5,558−42.9% | Reduced |
| Nicolet Bankshares Inc | 8,120 | $797.3K | 0.03% | +8,120 | New |
| Applied Capital LLC | 8,123 | $799.1K | 0.58% | −430−5.0% | Reduced |
| Dakota Wealth Management | 8,156 | $802.3K | 0.02% | −1,985−19.6% | Reduced |
| Larson Financial Group LLC | 8,159 | $802.7K | 0.03% | −1,535−15.8% | Reduced |
| Fort Washington Investment Advisors Inc | 8,192 | $805.9K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 8,256 | $812.2K | 0.05% | +578+7.5% | Added |
| Shum Financial Group, Inc. | 8,269 | $813.5K | 0.58% | +277+3.5% | Added |
| Brown, Lisle/Cummings, Inc. | 8,296 | $816.2K | 0.20% | −194−2.3% | Reduced |
| Harrington Investments, INC | 8,304 | $816.9K | 0.43% | +675+8.8% | Added |
| Colonial Trust Co | 8,354 | $821.9K | 0.11% | −1,800−17.7% | Reduced |
| Emerald Advisors, LLC | 8,381 | $824.6K | 0.10% | +308+3.8% | Added |
| Vaughan & Co Securities, Inc. | 8,388 | $825.2K | 0.43% | −465−5.3% | Reduced |
| Insigneo Advisory Services, LLC | 8,393 | $825.7K | 0.06% | +1,068+14.6% | Added |
| Goldstone Financial Group, LLC | 8,467 | $833.0K | 0.09% | +10.0% | Added |
| Kondo Wealth Advisors, Inc. | 8,483 | $834.6K | 0.31% | +40.0% | Added |
| Drucker Wealth 3.0, LLC | 8,534 | $839.6K | 0.15% | −51−0.6% | Reduced |
| Uniplan Investment Counsel, Inc. | 8,583 | $844.5K | 0.09% | −493−5.4% | Reduced |
| Axxcess Wealth Management, LLC | 8,624 | $848.4K | 0.03% | −5,850−40.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 8,635 | $850.0K | 0.58% | +25+0.3% | Added |
| Plimoth Trust Co LLC | 8,642 | $850.2K | 0.19% | −682−7.3% | Reduced |
| National Asset Management, Inc. | 8,992 | $853.8K | 0.06% | −4,805−34.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,683 | $854.2K | 0.01% | +798+10.1% | Added |
| LaFleur & Godfrey LLC | 8,683 | $854.2K | 0.11% | +993+12.9% | Added |
| denkapparat Operations GmbH | 8,716 | $857.5K | 0.35% | +8,716 | New |
| Chiron Capital Management, LLC | 8,728 | $858.7K | 0.88% | +8,728 | New |
| Amplius Wealth Advisors, LLC | 8,770 | $862.8K | 0.07% | +37+0.4% | Added |
| Investor's Fiduciary Advisor Network, LLC | 8,777 | $863.0K | 0.26% | −638−6.8% | Reduced |
| VCI Wealth Management LLC | 8,804 | $866.1K | 0.24% | −3,689−29.5% | Reduced |
| Elgethun Capital Management | 8,851 | $870.8K | 0.14% | +2,369+36.5% | Added |
| Studio Investment Management LLC | 8,853 | $871.0K | 0.16% | +94+1.1% | Added |
| Redwood Investment Management, LLC | 8,853 | $871.0K | 0.11% | −863−8.9% | Reduced |
| Perbak Capital Partners LLP | 8,911 | $876.7K | 0.22% | +1,961+28.2% | Added |
| Abel Hall, LLC | 8,914 | $877.0K | 0.19% | +1,362+18.0% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 8,918 | $877.4K | 0.00% | +8,918 | New |
| United Community Bank | 8,951 | $880.6K | 0.29% | +1,263+16.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 8,964 | $881.9K | 0.04% | +8,964 | New |
| Garner Asset Management Corp | 8,979 | $883.4K | 0.35% | +520+6.1% | Added |
| Focus Financial Network, Inc. | 9,007 | $886.1K | 0.03% | +816+10.0% | Added |
| Marex Group plc | 9,024 | $887.8K | 0.01% | −3,808−29.7% | Reduced |
| Detalus Advisors, LLC | 9,041 | $889.4K | 0.20% | +1,063+13.3% | Added |
| CX Institutional | 9,065 | $892.0K | 0.03% | −734−7.5% | Reduced |
| Raiffeisen Bank International AG | 9,414 | $893.9K | 0.01% | −202,975−95.6% | Reduced |
| Portland Investment Counsel Inc. | 9,100 | $895.3K | 0.29% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 9,208 | $905.9K | 0.06% | +2,347+34.2% | Added |
| SBI Securities Co., Ltd. | 9,231 | $908.1K | 0.03% | +2,170+30.7% | Added |
| Keudell/Morrison Wealth Management | 9,237 | $908.7K | 0.19% | +3,851+71.5% | Added |
| 49 Wealth Management, LLC | 9,270 | $912.0K | 0.07% | +3,628+64.3% | Added |
| Acadian Asset Management LLC | 9,298 | $914.0K | 0.00% | −5,540−37.3% | Reduced |
| Oarsman Capital, Inc. | 9,330 | $917.9K | 0.11% | −1,541−14.2% | Reduced |
| GoalVest Advisory LLC | 9,332 | $918.1K | 0.18% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 9,398 | $924.6K | 0.28% | −2,664−22.1% | Reduced |
| Southeast Asset Advisors Inc. | 9,400 | $924.8K | 0.10% | 00.0% | Unchanged |
| First National Advisers, LLC | 9,416 | $926.3K | 0.14% | −850−8.3% | Reduced |
| ForthRight Wealth Management, LLC | 9,442 | $928.9K | 0.26% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 9,492 | $933.8K | 0.00% | −29,015−75.3% | Reduced |
| Millennium Capital Advisors, LLC | 9,545 | $939.0K | 0.58% | +337+3.7% | Added |
| Modern Wealth Management, LLC | 9,592 | $939.1K | 0.02% | +335+3.6% | Added |
| Martingale Asset Management L P | 9,551 | $939.6K | 0.02% | +6,985+272.2% | Added |
| Evergreen Capital Management LLC | 9,609 | $945.3K | 0.02% | −11,939−55.4% | Reduced |
| Keystone Financial Group | 9,515 | $953.7K | 0.07% | −360−3.6% | Reduced |
| Essex Financial Services, Inc. | 9,711 | $955.3K | 0.05% | −287−2.9% | Reduced |
| Mattson Financial Services, LLC | 9,717 | $956.0K | 0.23% | −736−7.0% | Reduced |
| Twin City Private Wealth, LLC | 9,784 | $962.5K | 0.73% | −114−1.2% | Reduced |
| Asset One Wealth Management LLC | 9,102 | $967.6K | 0.11% | +9,102 | New |
| Copia Wealth Management | 9,846 | $968.6K | 0.67% | 00.0% | Unchanged |
| Ted Buchan & Co | 9,848 | $968.8K | 0.35% | −1,129−10.3% | Reduced |
| Financial Consulate, Inc | 9,887 | $972.7K | 0.12% | +46+0.5% | Added |
| Montag A & Associates Inc | 9,899 | $973.9K | 0.05% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 9,924 | $976.3K | 0.97% | −800−7.5% | Reduced |
| Miller Investment Management, LP | 9,947 | $978.6K | 0.10% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 9,986 | $982.5K | 0.02% | −1,752−14.9% | Reduced |
| Aaron Wealth Advisors | 9,988 | $982.6K | 0.06% | +169+1.7% | Added |
| Syntax Research, Inc. | 10,001 | $983.9K | 0.63% | −2,699−21.3% | Reduced |
| Aull & Monroe Investment Management Corp | 10,030 | $986.8K | 0.46% | +180+1.8% | Added |
| Kovack Advisors, Inc. | 10,073 | $987.4K | 0.05% | −6,891−40.6% | Reduced |
| Autumn Glory Partners, LLC | 10,041 | $987.8K | 0.36% | +5,041+100.8% | Added |
| PCB Capital LLC | 10,042 | $987.9K | 1.56% | −315−3.0% | Reduced |
| Charter Research & Investment Group, Inc. | 10,043 | $988.1K | 0.66% | −12−0.1% | Reduced |
| Hunter Associates Investment Management LLC | 10,028 | $989.0K | 0.13% | −412−3.9% | Reduced |