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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 16,742 | $1.65M | 0.04% | −1,046−5.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16,785 | $1.65M | 0.55% | 00.0% | Unchanged |
| Searle & Co. | 16,795 | $1.65M | 0.42% | −300−1.8% | Reduced |
| Exchange Traded Concepts, LLC | 16,808 | $1.65M | 0.01% | −26,982−61.6% | Reduced |
| Avail Investment Partners, LLC | 16,827 | $1.66M | 1.77% | +16,827 | New |
| BIP Wealth, LLC | 16,882 | $1.66M | 0.07% | −434−2.5% | Reduced |
| Cornerstone Wealth Management, LLC | 16,932 | $1.67M | 0.08% | −124−0.7% | Reduced |
| Harvest Investment Advisors, LLC | 16,942 | $1.67M | 0.93% | +3,565+26.7% | Added |
| Arete Wealth Advisors, LLC | 16,998 | $1.67M | 0.13% | −1,000−5.6% | Reduced |
| KCM Investment Advisors LLC | 17,179 | $1.69M | 0.06% | −600−3.4% | Reduced |
| Beacon Investment Advisors LLC | 17,353 | $1.71M | 0.64% | +32+0.2% | Added |
| Krilogy Financial LLC | 16,266 | $1.71M | 0.06% | −2,002−11.0% | Reduced |
| Independence Bank of Kentucky | 17,379 | $1.71M | 0.22% | −1,084−5.9% | Reduced |
| Mairs & Power Inc | 17,427 | $1.71M | 0.02% | −2,365−11.9% | Reduced |
| Diversify Wealth Management, LLC | 16,148 | $1.72M | 0.03% | +11,473+245.4% | Added |
| LongView Wealth Management | 16,681 | $1.72M | 0.43% | +25+0.2% | Added |
| Guidance Capital, Inc | 17,607 | $1.73M | 0.39% | +11,622+194.2% | Added |
| Clear Creek Financial Management, LLC | 17,560 | $1.73M | 0.13% | +2,048+13.2% | Added |
| Aspire Private Capital, LLC | 17,879 | $1.76M | 0.40% | +70.0% | Added |
| Marion Wealth Management | 17,895 | $1.76M | 0.39% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 17,951 | $1.77M | 0.06% | +1,941+12.1% | Added |
| Ignite Planners, LLC | 18,074 | $1.78M | 0.27% | −462−2.5% | Reduced |
| Flavin Financial Services, Inc. | 18,056 | $1.78M | 1.20% | +382+2.2% | Added |
| BLVD Private Wealth, LLC | 18,057 | $1.78M | 1.54% | −4,541−20.1% | Reduced |
| Perpetual Ltd | 18,075 | $1.78M | 0.03% | −217−1.2% | Reduced |
| Umb Bank N A | 18,077 | $1.78M | 0.02% | −617−3.3% | Reduced |
| McAdam, LLC | 18,218 | $1.79M | 0.08% | −594−3.2% | Reduced |
| Harvest Investment Services, LLC | 18,267 | $1.80M | 0.33% | +44+0.2% | Added |
| Arnhold LLC | 18,370 | $1.81M | 0.13% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 18,602 | $1.83M | 0.19% | +1,655+9.8% | Added |
| Investment Research Partners LLC | 18,609 | $1.83M | 0.74% | −60−0.3% | Reduced |
| We Are One Seven, LLC | 18,667 | $1.84M | 0.04% | −3,794−16.9% | Reduced |
| Wahed Invest LLC | 18,744 | $1.84M | 0.24% | −580−3.0% | Reduced |
| FLC Capital Advisors | 18,769 | $1.85M | 0.33% | −1,978−9.5% | Reduced |
| Rehmann Capital Advisory Group | 18,789 | $1.85M | 0.10% | +250+1.3% | Added |
| Schulhoff & Co Inc | 18,806 | $1.85M | 0.76% | −39−0.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 18,817 | $1.85M | 0.43% | −12,928−40.7% | Reduced |
| Am Investment Strategies LLC | 18,861 | $1.86M | 0.41% | −174−0.9% | Reduced |
| Evergreen Wealth Solutions, LLC | 18,928 | $1.86M | 0.13% | +18,928 | New |
| Mediolanum International Funds Ltd | 19,639 | $1.86M | 0.02% | −20,362−50.9% | Reduced |
| CBOE Vest Financial, LLC | 18,988 | $1.87M | 0.02% | +1,863+10.9% | Added |
| Alerus Financial NA | 19,077 | $1.88M | 0.09% | +4,414+30.1% | Added |
| Arq Wealth Advisors, LLC | 19,112 | $1.88M | 0.34% | +11,967+167.5% | Added |
| Cullen/Frost Bankers, Inc. | 19,273 | $1.90M | 0.02% | +632+3.4% | Added |
| Vise Technologies, Inc. | 19,148 | $1.90M | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 19,316 | $1.90M | 0.13% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 19,352 | $1.90M | 0.03% | −274−1.4% | Reduced |
| Pinnacle Associates Ltd | 19,392 | $1.91M | 0.02% | −1,613−7.7% | Reduced |
| Christine Messmer PC | 19,418 | $1.91M | 1.22% | +2,677+16.0% | Added |
| NewEdge Wealth, LLC | 19,495 | $1.92M | 0.02% | −1,066−5.2% | Reduced |
| Choate Investment Advisors | 19,564 | $1.92M | 0.04% | +244+1.3% | Added |
| Cladis Investment Advisory, LLC | 19,570 | $1.93M | 1.06% | −2,968−13.2% | Reduced |
| Inceptionr LLC | 19,591 | $1.93M | 0.46% | +19,591 | New |
| Oak Harbor Wealth Partners, LLC | 19,704 | $1.94M | 0.45% | +440+2.3% | Added |
| Vestcor Inc | 19,872 | $1.96M | 0.05% | +5,939+42.6% | Added |
| Gateway Wealth Partners, LLC | 19,930 | $1.96M | 0.08% | +10,730+116.6% | Added |
| Securian Asset Management, Inc | 19,994 | $1.97M | 0.08% | −100−0.5% | Reduced |
| Advanced Asset Management Advisors Inc | 20,000 | $1.97M | 0.54% | 00.0% | Unchanged |
| Canandaigua National Corp | 20,015 | $1.97M | 0.18% | +20,015 | New |
| ProVise Management Group, LLC | 20,020 | $1.97M | 0.14% | +738+3.8% | Added |
| Culbertson A N & Co Inc | 20,069 | $1.97M | 0.26% | +4,297+27.2% | Added |
| Charter Trust Co | 20,081 | $1.98M | 0.12% | −3,757−15.8% | Reduced |
| Investors Asset Management of Georgia Inc | 20,245 | $1.99M | 0.82% | +4,075+25.2% | Added |
| Voleon Capital Management LP | 20,276 | $1.99M | 0.04% | +20,276 | New |
| Arbor Capital Management Inc | 19,851 | $2.00M | 1.63% | +389+2.0% | Added |
| Exencial Wealth Advisors, LLC | 20,373 | $2.00M | 0.06% | +602+3.0% | Added |
| Moors & Cabot, Inc. | 20,398 | $2.01M | 0.09% | −1,130−5.2% | Reduced |
| MUFG Securities Americas Inc. | 20,448 | $2.01M | 0.13% | +539+2.7% | Added |
| Pavion Blue Capital, LLC | 20,449 | $2.01M | 0.87% | −329−1.6% | Reduced |
| Rodgers Brothers Inc. | 20,485 | $2.02M | 0.23% | +156+0.8% | Added |
| Pacitti Group Inc. | 20,505 | $2.02M | 0.74% | +2,184+11.9% | Added |
| HBW Advisory Services LLC | 20,626 | $2.03M | 0.21% | +225+1.1% | Added |
| CFC Planning Co LLC | 20,647 | $2.03M | 1.47% | +2,199+11.9% | Added |
| Carlson Capital L P | 20,706 | $2.04M | 0.80% | +15,406+290.7% | Added |
| Summit Global Investments | 20,780 | $2.04M | 0.12% | +7,478+56.2% | Added |
| Meeder Asset Management Inc | 20,898 | $2.06M | 0.12% | +9,268+79.7% | Added |
| Independent Solutions Wealth Management, LLC | 20,921 | $2.06M | 0.30% | +20,921 | New |
| Boomfish Wealth Group, LLC | 20,965 | $2.06M | 1.10% | −634−2.9% | Reduced |
| Metis Global Partners, LLC | 21,052 | $2.07M | 0.05% | −2,362−10.1% | Reduced |
| Savvy Advisors, Inc. | 21,083 | $2.07M | 0.06% | +3,175+17.7% | Added |
| Fiduciary Alliance LLC | 20,121 | $2.08M | 0.13% | +4,434+28.3% | Added |
| Parallel Advisors, LLC | 21,220 | $2.09M | 0.04% | +780+3.8% | Added |
| Evolve Private Wealth, LLC | 21,226 | $2.09M | 0.11% | −813−3.7% | Reduced |
| Washington Trust Advisors, Inc. | 21,257 | $2.09M | 0.17% | −124−0.6% | Reduced |
| North Dakota State Investment Board | 21,263 | $2.09M | 0.09% | −3,907−15.5% | Reduced |
| Northwest Bancshares, Inc. | 21,553 | $2.12M | 0.42% | −18,877−46.7% | Reduced |
| Stratos Wealth Partners, LTD. | 21,614 | $2.13M | 0.02% | −2,557−10.6% | Reduced |
| One Capital Management, LLC | 21,684 | $2.13M | 0.06% | +28+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 21,718 | $2.14M | 0.12% | +13,990+181.0% | Added |
| Cowa, LLC | 21,732 | $2.14M | 0.58% | +770+3.7% | Added |
| Park National Corp | 21,855 | $2.15M | 0.07% | +14,955+216.7% | Added |
| Cresset Asset Management, LLC | 21,882 | $2.15M | 0.01% | +1,494+7.3% | Added |
| Manske Wealth Management | 21,960 | $2.16M | 0.61% | +4,628+26.7% | Added |
| Liberty Wealth Management LLC | 20,932 | $2.16M | 0.27% | +18,367+716.1% | Added |
| Bluefin Capital Management, LLC | – | $2.16M | 2.10% | – | – |
| Ritholtz Wealth Management | 22,061 | $2.17M | 0.04% | −2,616−10.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 22,086 | $2.17M | 0.11% | −69,947−76.0% | Reduced |
| Sovereign Financial Group, Inc. | 22,098 | $2.17M | 0.38% | +60.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 22,129 | $2.18M | 0.88% | +1,788+8.8% | Added |
| Quantitative Investment Management, LLC | 22,186 | $2.18M | 0.23% | +22,186 | New |