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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 12,957 | $1.27M | 0.02% | +737+6.0% | Added |
| Cypress Capital Group | 13,031 | $1.28M | 0.14% | +2,075+18.9% | Added |
| Stiles Financial Services Inc | 13,033 | $1.28M | 0.39% | +2,784+27.2% | Added |
| Tema ETFs LLC | 13,062 | $1.29M | 0.09% | +63+0.5% | Added |
| Radnor Capital Management, LLC | 13,080 | $1.29M | 0.19% | −233−1.8% | Reduced |
| Icon Wealth Advisors, LLC | 12,076 | $1.29M | 0.08% | +2,014+20.0% | Added |
| Chicago Partners Investment Group LLC | 12,242 | $1.29M | 0.03% | +732+6.4% | Added |
| Integrity Advisory Solutions, LLC | 13,133 | $1.29M | 0.17% | −173−1.3% | Reduced |
| Flagship Harbor Advisors, LLC | 13,262 | $1.30M | 0.06% | +53+0.4% | Added |
| Stock Yards Bank & Trust Co | 13,330 | $1.31M | 0.04% | +244+1.9% | Added |
| Bryn Mawr Trust Co | 13,340 | $1.31M | 0.03% | +480+3.7% | Added |
| Stoneridge Investment Partners LLC | 13,482 | $1.33M | 0.96% | +8,433+167.0% | Added |
| La Banque Postale Asset Management SA | 13,497 | $1.33M | 0.02% | −1,727−11.3% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 13,503 | $1.33M | 0.05% | +1,742+14.8% | Added |
| Clean Yield Group | 13,505 | $1.33M | 0.37% | +332+2.5% | Added |
| Bokf, NA | 13,523 | $1.33M | 0.02% | +1,657+14.0% | Added |
| Intellectus Partners, LLC | 13,529 | $1.33M | 0.27% | +380+2.9% | Added |
| Steel Peak Wealth Management LLC | 13,530 | $1.33M | 0.04% | −2,291−14.5% | Reduced |
| Peak Retirement Planning, Inc. | 13,559 | $1.33M | 0.28% | +37+0.3% | Added |
| Corbyn Investment Management Inc | 13,572 | $1.34M | 0.44% | −31−0.2% | Reduced |
| Waller Financial Planning Group, Inc | 13,696 | $1.35M | 0.30% | +102+0.8% | Added |
| Winning Points Advisors, LLC | 13,715 | $1.35M | 1.35% | +122+0.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 13,720 | $1.35M | 0.01% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 13,757 | $1.35M | 0.62% | +8,572+165.3% | Added |
| Capital Financial Group Inc | 13,826 | $1.36M | 0.75% | +466+3.5% | Added |
| Cascade Investment Advisors, Inc. | 13,891 | $1.37M | 0.81% | −715−4.9% | Reduced |
| Venturi Wealth Management, LLC | 13,904 | $1.37M | 0.06% | +288+2.1% | Added |
| Glass Wealth Management Co LLC | 13,950 | $1.37M | 0.53% | −920−6.2% | Reduced |
| Sivia Capital Partners, LLC | 13,950 | $1.37M | 0.27% | +2,358+20.3% | Added |
| Bull Harbor Capital LLC | 13,952 | $1.37M | 0.37% | +13,952 | New |
| Aptus Capital Advisors, LLC | 13,977 | $1.38M | 0.01% | −1,909−12.0% | Reduced |
| Hilltop Holdings Inc. | 14,148 | $1.39M | 0.13% | −7,749−35.4% | Reduced |
| Sunbelt Securities, Inc. | 14,150 | $1.39M | 0.09% | +942+7.1% | Added |
| Probity Advisors, Inc. | 14,203 | $1.40M | 0.22% | +281+2.0% | Added |
| Argent Trust Co | 14,228 | $1.40M | 0.05% | +864+6.5% | Added |
| Octavia Wealth Advisors, LLC | 14,231 | $1.40M | 0.13% | +906+6.8% | Added |
| Green Ridge Wealth Planning LLC | 14,326 | $1.41M | 0.74% | −278−1.9% | Reduced |
| McDonald Partners LLC | 14,326 | $1.41M | 0.33% | −193−1.3% | Reduced |
| Vericrest Private Wealth | 14,397 | $1.42M | 1.27% | 00.0% | Unchanged |
| Heritage Trust Co | 14,466 | $1.42M | 0.14% | +991+7.4% | Added |
| Clear Street Markets LLC | 14,522 | $1.43M | 0.69% | +9,525+190.6% | Added |
| Kinneret Advisory, LLC | 14,535 | $1.43M | 0.14% | −644−4.2% | Reduced |
| Alesco Advisors LLC | 14,574 | $1.43M | 0.04% | +14,574 | New |
| Mendel Money Management | 14,620 | $1.44M | 0.60% | +825+6.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,634 | $1.44M | 0.07% | −70−0.5% | Reduced |
| Horst & Graben Wealth Management LLC | 13,309 | $1.44M | 0.20% | +16+0.1% | Added |
| Shrier Wealth Management, LLC | 14,757 | $1.45M | 0.53% | +3,679+33.2% | Added |
| Cherokee Insurance Co | 14,800 | $1.46M | 0.55% | +1,000+7.2% | Added |
| Bradley Foster & Sargent Inc | 14,877 | $1.46M | 0.02% | +940+6.7% | Added |
| Tradition Wealth Management, LLC | 14,889 | $1.46M | 0.10% | +1,130+8.2% | Added |
| Boyar Asset Management Inc. | 14,912 | $1.47M | 0.83% | −66−0.4% | Reduced |
| Postrock Partners LLC | 14,916 | $1.47M | 0.68% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 14,919 | $1.47M | 0.57% | −1,302−8.0% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 14,964 | $1.47M | 0.07% | +14,964 | New |
| American Assets Investment Management, LLC | 15,000 | $1.48M | 0.10% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 15,014 | $1.48M | 0.13% | +12,043+405.4% | Added |
| RM Financial Services, LLC | 15,023 | $1.48M | 1.27% | +433+3.0% | Added |
| Auxier Asset Management | 15,150 | $1.49M | 0.21% | −42−0.3% | Reduced |
| First Horizon Corp | 15,187 | $1.49M | 0.06% | +13,747+954.7% | Added |
| Hantz Financial Services, Inc. | 15,364 | $1.51M | 0.02% | +89+0.6% | Added |
| Royal Fund Management, LLC | 15,414 | $1.52M | 0.15% | +5,500+55.5% | Added |
| Green Square Capital Advisors LLC | 15,443 | $1.52M | 0.16% | +11,704+313.0% | Added |
| Richard W. Paul & Associates, LLC | 15,473 | $1.52M | 0.51% | +156+1.0% | Added |
| Tweedy, Browne Co LLC | 15,515 | $1.53M | 0.12% | +5,673+57.6% | Added |
| Bluebird Wealth Management LLC | 15,576 | $1.53M | 1.57% | +523+3.5% | Added |
| Procyon Private Wealth Partners, LLC | 15,582 | $1.53M | 0.08% | +8,612+123.6% | Added |
| Zullo Investment Group, Inc. | 15,624 | $1.54M | 0.58% | +80+0.5% | Added |
| Geneos Wealth Management Inc. | 15,636 | $1.54M | 0.04% | −2,909−15.7% | Reduced |
| JT Stratford LLC | 15,666 | $1.54M | 0.20% | +1,346+9.4% | Added |
| Laurion Capital Management LP | 15,666 | $1.54M | 0.14% | +15,666 | New |
| Associated Banc-Corp | 15,675 | $1.54M | 0.04% | −15,848−50.3% | Reduced |
| Sculati Wealth Management, LLC | 15,687 | $1.54M | 0.57% | −765−4.6% | Reduced |
| NWM Advisors, LLC | 15,718 | $1.55M | 1.41% | −1,634−9.4% | Reduced |
| Argent Advisors, Inc. | 15,726 | $1.55M | 0.42% | +1,640+11.6% | Added |
| Old Port Advisors | 15,743 | $1.55M | 0.36% | −713−4.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,747 | $1.55M | 0.02% | +247+1.6% | Added |
| Maltin Wealth Management, Inc. | 15,764 | $1.55M | 0.59% | +619+4.1% | Added |
| Ridgewood Investments LLC | 15,807 | $1.56M | 0.64% | +15,807 | New |
| GHP Investment Advisors, Inc. | 15,832 | $1.56M | 0.06% | +710+4.7% | Added |
| Daymark Wealth Partners, LLC | 15,854 | $1.56M | 0.05% | −2,119−11.8% | Reduced |
| Orca Investment Management, LLC | 15,881 | $1.56M | 1.33% | −1,102−6.5% | Reduced |
| Wealthedge Investment Advisors, LLC | 15,889 | $1.56M | 0.57% | −47,736−75.0% | Reduced |
| Center for Wealth Management Advisory | 15,908 | $1.57M | 1.13% | +1,780+12.6% | Added |
| Sagespring Wealth Partners, LLC | 15,913 | $1.57M | 0.03% | +1,218+8.3% | Added |
| SRS Capital Advisors, Inc. | 15,942 | $1.57M | 0.04% | −22,331−58.3% | Reduced |
| Woodmont Investment Counsel LLC | 15,955 | $1.57M | 0.10% | −113−0.7% | Reduced |
| Groupe la Francaise | 16,000 | $1.58M | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 16,025 | $1.58M | 0.03% | −19,232−54.5% | Reduced |
| Skopos Labs, Inc. | 16,210 | $1.59M | 0.05% | +4,635+40.0% | Added |
| NBT Bank N A | 16,212 | $1.59M | 0.10% | −165−1.0% | Reduced |
| Landscape Capital Management, L.L.C. | 16,243 | $1.60M | 0.10% | −39,720−71.0% | Reduced |
| Telos Capital Management, Inc. | 16,313 | $1.60M | 0.15% | −585−3.5% | Reduced |
| Summit Wealth Group LLC | 16,313 | $1.60M | 0.17% | +341+2.1% | Added |
| McDaniel Terry & Co | 16,314 | $1.60M | 0.14% | −96−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 16,391 | $1.61M | 0.05% | +924+6.0% | Added |
| Ausdal Financial Partners, Inc. | 16,428 | $1.62M | 0.07% | −1,585−8.8% | Reduced |
| Donoghue Forlines LLC | 16,522 | $1.63M | 0.45% | +16,522 | New |
| North Star Investment Management Corp. | 16,551 | $1.63M | 0.10% | −498−2.9% | Reduced |
| Strengthening Families & Communities, LLC | 16,587 | $1.63M | 0.41% | +16,587 | New |
| Creative Financial Designs Inc | 16,635 | $1.64M | 0.10% | −436−2.6% | Reduced |