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 |
|---|---|---|---|---|---|
| Investors Research Corp | 10,053 | $989.0K | 0.19% | +22+0.2% | Added |
| HF Advisory Group, LLC | 10,059 | $989.6K | 0.34% | −261−2.5% | Reduced |
| Carnegie Lake Advisors LLC | 10,080 | $991.6K | 0.39% | −455−4.3% | Reduced |
| Citizens Financial Group Inc | 10,136 | $997.2K | 0.01% | +489+5.1% | Added |
| Birch Hill Investment Advisors LLC | 10,155 | $999.0K | 0.04% | −1,355−11.8% | Reduced |
| Bauman Advisory Group, LLC | 10,189 | $1.00M | 0.70% | −11−0.1% | Reduced |
| Western Wealth Management, LLC | 10,199 | $1.00M | 0.04% | −10−0.1% | Reduced |
| InvesTrust | 10,200 | $1.00M | 0.42% | −442−4.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,282 | $1.00M | 0.34% | −1,181−11.3% | Reduced |
| New England Research & Management, Inc. | 10,215 | $1.00M | 0.42% | −395−3.7% | Reduced |
| Promethium Advisors,llc | 10,240 | $1.01M | 0.52% | +8,215+405.7% | Added |
| Texas Bank & Trust Co | 10,286 | $1.01M | 0.38% | +106+1.0% | Added |
| Bessemer Group Inc | 10,283 | $1.01M | 0.00% | +4,043+64.8% | Added |
| DV Trading LLC | 10,335 | $1.02M | 0.09% | +234+2.3% | Added |
| LJI Wealth Management, LLC | 10,355 | $1.02M | 0.16% | −1,602−13.4% | Reduced |
| Twin Lakes Capital Management, LLC | 10,360 | $1.02M | 0.46% | +91+0.9% | Added |
| Voya Financial Advisors, Inc. | 10,760 | $1.02M | 0.10% | +587+5.8% | Added |
| Roberts Glore & Co Inc | 10,400 | $1.02M | 0.28% | −278−2.6% | Reduced |
| Lawood & Co | 10,435 | $1.03M | 0.95% | +1,571+17.7% | Added |
| Rice Partnership, LLC | 10,439 | $1.03M | 0.14% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 10,473 | $1.03M | 0.06% | +1,230+13.3% | Added |
| BluePath Capital Management, LLC | 10,536 | $1.04M | 0.72% | −19−0.2% | Reduced |
| Parvin Asset Management, LLC | 10,570 | $1.04M | 0.77% | −675−6.0% | Reduced |
| Integrity Alliance, LLC. | 10,574 | $1.04M | 0.04% | −87−0.8% | Reduced |
| Hamrick Investment Counsel, llc | 10,602 | $1.04M | 0.58% | +1,720+19.4% | Added |
| CoreCap Advisors, LLC | 10,678 | $1.05M | 0.04% | +20+0.2% | Added |
| Spartan Wealth Advisory Services LLC | 10,683 | $1.05M | 0.09% | +10,683 | New |
| Rockland Trust Co | 10,741 | $1.06M | 0.04% | +180+1.7% | Added |
| Everstar Asset Management, LLC | 10,796 | $1.06M | 0.57% | +6,996+184.1% | Added |
| Palisade Asset Management, LLC | 10,803 | $1.06M | 0.11% | −46−0.4% | Reduced |
| DB&C Advisors, LLC | 10,865 | $1.07M | 1.39% | +139+1.3% | Added |
| Trust Co of Toledo NA | 10,901 | $1.07M | 0.10% | −328−2.9% | Reduced |
| Excalibur Management Corp | 10,927 | $1.07M | 0.39% | +339+3.2% | Added |
| Brooklands Fund Management Ltd | 10,990 | $1.08M | 1.42% | +10,990 | New |
| Sky Investment Group LLC | 11,003 | $1.08M | 0.19% | −292−2.6% | Reduced |
| Longaeva Partners L.P. | 11,030 | $1.09M | 0.05% | +11,030 | New |
| Mork Capital Management, LLC | 11,040 | $1.09M | 0.77% | 00.0% | Unchanged |
| Addison Capital Co | 11,046 | $1.09M | 0.19% | +831+8.1% | Added |
| Westpac Banking Corp | 11,049 | $1.09M | 0.08% | −1,203−9.8% | Reduced |
| Leonteq Securities AG | 11,187 | $1.10M | 0.07% | −353−3.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 11,214 | $1.10M | 0.33% | −813−6.8% | Reduced |
| Quilter Plc | 11,240 | $1.11M | 0.02% | −159−1.4% | Reduced |
| Castlekeep Investment Advisors LLC | 11,252 | $1.11M | 0.60% | −207−1.8% | Reduced |
| Navalign, LLC | 11,303 | $1.11M | 0.28% | −10−0.1% | Reduced |
| 626 Financial, LLC | 11,310 | $1.11M | 0.50% | +1,128+11.1% | Added |
| Harbour Investment Management LLC | 11,437 | $1.13M | 0.61% | −545−4.5% | Reduced |
| Granite Islands Private Wealth, LLC | 11,515 | $1.13M | 1.04% | +2,620+29.5% | Added |
| Intrua Financial, LLC | 11,446 | $1.13M | 0.12% | −439−3.7% | Reduced |
| Meeder Advisory Services, Inc. | 11,617 | $1.14M | 0.05% | +1,263+12.2% | Added |
| Carlson Financial, Inc. | 11,634 | $1.14M | 0.67% | +183+1.6% | Added |
| Cidel Asset Management Inc | 11,707 | $1.15M | 0.06% | +2,175+22.8% | Added |
| Tritonpoint Wealth, LLC | 11,724 | $1.15M | 0.12% | +479+4.3% | Added |
| Weaver C. Barksdale & Associates, Inc. | 11,716 | $1.15M | 1.10% | +672+6.1% | Added |
| Deseret Mutual Benefit Administrators | 11,770 | $1.16M | 0.39% | +6,054+105.9% | Added |
| Callan Family Office, LLC | 11,870 | $1.17M | 0.03% | −217−1.8% | Reduced |
| Potomac Fund Management Inc | 11,879 | $1.17M | 0.04% | +555+4.9% | Added |
| Abundance Wealth Counselors | 11,879 | $1.17M | 0.17% | +1,784+17.7% | Added |
| NorthCrest Asset Manangement, LLC | 11,922 | $1.17M | 0.04% | −2,669−18.3% | Reduced |
| Anb Bank | 11,916 | $1.17M | 0.47% | +278+2.4% | Added |
| FNY Investment Advisers, LLC | 11,939 | $1.17M | 0.52% | +10,318+636.5% | Added |
| Gateway Investment Advisers LLC | 11,952 | $1.18M | 0.01% | +2,718+29.4% | Added |
| Brandes Investment Partners, LP | 11,953 | $1.18M | 0.01% | −1,133−8.7% | Reduced |
| Alliance Private Wealth, LLC | 12,025 | $1.18M | 0.43% | +269+2.3% | Added |
| Caldwell Trust Co | 12,043 | $1.18M | 0.11% | −814−6.3% | Reduced |
| Chicago Trust Co NA | 12,099 | $1.19M | 0.19% | +1,595+15.2% | Added |
| Berkeley Capital Partners, LLC | 12,121 | $1.19M | 0.28% | +5,874+94.0% | Added |
| Atlanta Consulting Group Advisors, LLC | 12,132 | $1.19M | 0.26% | −172−1.4% | Reduced |
| Ticino Wealth | 11,983 | $1.20M | 0.42% | +11,983 | New |
| LFG Wealth Partners, LLC | 12,181 | $1.20M | 0.72% | +14+0.1% | Added |
| Everence Capital Management Inc | 12,242 | $1.20M | 0.07% | −2,781−18.5% | Reduced |
| Portfolio Design Labs, LLC | 12,251 | $1.21M | 0.21% | −893−6.8% | Reduced |
| Beacon Financial Group | 12,282 | $1.21M | 0.12% | −10,866−46.9% | Reduced |
| Auto-Owners Insurance Co | 12,300 | $1.21M | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12,347 | $1.21M | 0.06% | +898+7.8% | Added |
| Evercore Wealth Management, LLC | 12,360 | $1.22M | 0.02% | −2,590−17.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 12,379 | $1.22M | 0.08% | +633+5.4% | Added |
| Level Financial Advisors, Inc. | 12,382 | $1.22M | 0.31% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,432 | $1.22M | 0.02% | −152−1.2% | Reduced |
| Twin Tree Management, LP | 12,444 | $1.22M | 0.26% | +12,444 | New |
| Cary Street Partners Financial LLC | 12,453 | $1.23M | 0.03% | −189−1.5% | Reduced |
| Diversified Management Inc | 12,457 | $1.23M | 0.21% | +6,507+109.4% | Added |
| Wealth Intelligence, LLC | 12,463 | $1.23M | 0.59% | −6,663−34.8% | Reduced |
| Advisory Alpha, LLC | 12,483 | $1.23M | 0.03% | −18,026−59.1% | Reduced |
| Hexagon Capital Partners LLC | 12,485 | $1.23M | 0.18% | −335−2.6% | Reduced |
| Ceera Investments, LLC | 12,488 | $1.23M | 0.54% | +1,952+18.5% | Added |
| Atlantic Union Bankshares Corp | 12,507 | $1.23M | 0.02% | −217−1.7% | Reduced |
| CenterStar Asset Management, LLC | 12,571 | $1.23M | 1.19% | +12,571 | New |
| Greenwood Capital Associates LLC | 12,576 | $1.24M | 0.14% | +2,757+28.1% | Added |
| O'Keefe Stevens Advisory, Inc. | 12,618 | $1.24M | 0.31% | +1,980+18.6% | Added |
| Whittier Trust Co | 12,793 | $1.24M | 0.01% | −2,165−14.5% | Reduced |
| Great Valley Advisor Group, Inc. | 12,663 | $1.25M | 0.02% | −331−2.5% | Reduced |
| Norden Group LLC | 12,700 | $1.25M | 0.12% | +2,734+27.4% | Added |
| Fifth Third Wealth Advisors LLC | 12,720 | $1.25M | 0.04% | +1,542+13.8% | Added |
| Brian Low Financial Group, LLC | 12,775 | $1.26M | 0.85% | +4,485+54.1% | Added |
| Douglass Winthrop Advisors, LLC | 12,790 | $1.26M | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 12,899 | $1.27M | 0.41% | −1,905−12.9% | Reduced |
| GAMMA Investing LLC | 12,902 | $1.27M | 0.06% | +3,413+36.0% | Added |
| Paradigm Financial Partners, LLC | 12,920 | $1.27M | 0.23% | −417−3.1% | Reduced |
| N.E.W. Advisory Services LLC | 12,931 | $1.27M | 0.10% | +573+4.6% | Added |
| CSS LLC | 12,935 | $1.27M | 0.07% | +4,337+50.4% | Added |