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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 22,199 | $2.18M | 0.07% | +2,108+10.5% | Added |
| Farmers & Merchants Investments Inc | 22,296 | $2.19M | 0.06% | −545−2.4% | Reduced |
| Hillman Capital Management, Inc. | 22,316 | $2.20M | 1.52% | −2,300−9.3% | Reduced |
| Horrell Capital Management, Inc. | 22,337 | $2.20M | 1.00% | −1,993−8.2% | Reduced |
| Carmel Capital Partners, LLC | 22,444 | $2.21M | 0.80% | −530−2.3% | Reduced |
| Alight Capital Management LP | 22,444 | $2.21M | 0.64% | +2,444+12.2% | Added |
| Catalyst Funds Management Pty Ltd | 22,500 | $2.21M | 0.37% | +22,500 | New |
| Tilson Financial Group, Inc. | 22,871 | $2.25M | 0.68% | −27−0.1% | Reduced |
| Ostrum Asset Management | 22,952 | $2.26M | 0.13% | +11,974+109.1% | Added |
| Virtu Financial LLC | 22,993 | $2.26M | 0.09% | −13,427−36.9% | Reduced |
| Portside Wealth Group, LLC | 23,004 | $2.26M | 0.31% | +2,205+10.6% | Added |
| Bonness Enterprises Inc | 23,150 | $2.28M | 0.83% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 23,284 | $2.29M | 0.07% | +669+3.0% | Added |
| Waters Parkerson & Co., LLC | 23,324 | $2.29M | 0.12% | −2,324−9.1% | Reduced |
| Horizon Investments, LLC | 23,392 | $2.30M | 0.03% | +1,409+6.4% | Added |
| Jane Street Group, LLC | 23,401 | $2.30M | 0.00% | −864,451−97.4% | Reduced |
| Bailard, Inc. | 23,413 | $2.30M | 0.05% | +90.0% | Added |
| Te Ahumairangi Investment Management Ltd | 23,536 | $2.32M | 0.39% | +1,250+5.6% | Added |
| Harbour Investments, Inc. | 23,544 | $2.32M | 0.04% | +12,274+108.9% | Added |
| Meridian Wealth Management, LLC | 23,584 | $2.32M | 0.08% | +11,071+88.5% | Added |
| Klingenstein Fields & Co LP | 23,626 | $2.32M | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 23,646 | $2.33M | 0.04% | +35+0.1% | Added |
| QTR Family Wealth, LLC | 22,584 | $2.33M | 0.97% | −212−0.9% | Reduced |
| Avidian Wealth Solutions, LLC | 23,775 | $2.34M | 0.07% | +10,726+82.2% | Added |
| K.J. Harrison & Partners Inc | 24,000 | $2.36M | 0.39% | −39,000−61.9% | Reduced |
| Independent Investors Inc | 24,028 | $2.36M | 0.47% | 00.0% | Unchanged |
| Stolper Co | 12,181 | $2.37M | 0.78% | −17,482−58.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 24,129 | $2.37M | 0.09% | 00.0% | Unchanged |
| Aviso Financial Inc. | 24,232 | $2.38M | 0.08% | +3,993+19.7% | Added |
| Wedbush Securities Inc | 24,267 | $2.39M | 0.07% | +2,861+13.4% | Added |
| Coldstream Capital Management Inc | 24,268 | $2.39M | 0.03% | +12,950+114.4% | Added |
| Measured Risk Portfolios, Inc. | 24,329 | $2.39M | 2.64% | −376−1.5% | Reduced |
| WBI Investments | 24,342 | $2.39M | 0.66% | −7,051−22.5% | Reduced |
| Millington Securities, LLC | 24,342 | $2.39M | 0.66% | +24,342 | New |
| Empirical Finance, LLC | 24,411 | $2.40M | 0.11% | −43−0.2% | Reduced |
| Benin Management CORP | 24,597 | $2.42M | 0.54% | +400+1.7% | Added |
| Nicholas Hoffman & Company, LLC. | 24,656 | $2.43M | 0.06% | −389−1.6% | Reduced |
| Valeo Financial Advisors, LLC | 24,692 | $2.43M | 0.06% | −764−3.0% | Reduced |
| Advisors Capital Management, LLC | 24,791 | $2.44M | 0.03% | −31−0.1% | Reduced |
| Hennessy Advisors Inc | 24,800 | $2.44M | 0.09% | −34,800−58.4% | Reduced |
| Americana Partners, LLC | 24,899 | $2.45M | 0.06% | −1,248−4.8% | Reduced |
| DKRT Investments Corp. | 25,000 | $2.46M | 0.62% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 25,008 | $2.46M | 0.20% | +20,771+490.2% | Added |
| WealthShield Partners, LLC | 25,067 | $2.47M | 0.27% | +1,287+5.4% | Added |
| E. Ohman J:or Asset Management AB | 25,126 | $2.47M | 0.07% | +5,000+24.8% | Added |
| Van Den Berg Management I, Inc | 25,193 | $2.48M | 0.57% | −120.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 25,269 | $2.49M | 0.09% | +7,500+42.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 25,307 | $2.49M | 0.12% | +1,958+8.4% | Added |
| Moss Adams Wealth Advisors LLC | 25,308 | $2.49M | 0.18% | +87+0.3% | Added |
| Ascent Group, LLC | 25,374 | $2.50M | 0.09% | +148+0.6% | Added |
| Morningstar Investment Management LLC | 25,383 | $2.50M | 0.15% | +2,022+8.7% | Added |
| Visionary Wealth Advisors | 25,393 | $2.50M | 0.11% | +16,310+179.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 25,397 | $2.50M | 1.09% | +569+2.3% | Added |
| SWP Investment Management LLC | 25,561 | $2.51M | 1.88% | +6,955+37.4% | Added |
| Bourne Lent Asset Management Inc | 25,783 | $2.54M | 0.93% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 25,814 | $2.54M | 0.10% | −7,654−22.9% | Reduced |
| Cardinal Capital Management | 25,886 | $2.55M | 0.33% | +378+1.5% | Added |
| Squarepoint Ops LLC | 25,911 | $2.55M | 0.01% | −515,496−95.2% | Reduced |
| Jacobi Capital Management LLC | 26,048 | $2.56M | 0.14% | −1,359−5.0% | Reduced |
| Norris Financial Group, LLC | 26,063 | $2.56M | 0.84% | −1,218−4.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 26,079 | $2.57M | 0.12% | +704+2.8% | Added |
| Kingswood Wealth Advisors, LLC | 26,094 | $2.57M | 0.12% | +1,109+4.4% | Added |
| Mather Group, LLC. | 26,094 | $2.57M | 0.03% | −9,484−26.7% | Reduced |
| Kestra Investment Management, LLC | 26,171 | $2.57M | 0.04% | +23,962+1,084.7% | Added |
| Resources Management Corp | 26,225 | $2.58M | 0.34% | −575−2.1% | Reduced |
| Cypress Wealth Services, LLC | 26,276 | $2.58M | 0.36% | +1,067+4.2% | Added |
| Bleakley Financial Group, LLC | 26,299 | $2.59M | 0.04% | +2,760+11.7% | Added |
| Oak Thistle LLC | 26,334 | $2.59M | 0.25% | +8,494+47.6% | Added |
| Natural Investments, LLC | 26,379 | $2.60M | 0.64% | +282+1.1% | Added |
| Opus Investment Management Inc | 26,600 | $2.62M | 1.56% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 26,624 | $2.62M | 0.07% | +2,069+8.4% | Added |
| Cohen Klingenstein LLC | 26,741 | $2.63M | 0.09% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 26,861 | $2.64M | 0.55% | −110.0% | Reduced |
| Brookmont Capital Management | 26,867 | $2.64M | 1.48% | +2,147+8.7% | Added |
| Twin Capital Management Inc | 26,880 | $2.64M | 0.34% | +15,668+139.7% | Added |
| Vinva Investment Management Ltd | 27,951 | $2.65M | 0.03% | +13,792+97.4% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 27,086 | $2.66M | 1.59% | −566−2.0% | Reduced |
| Borer Denton & Associates, Inc. | 27,238 | $2.68M | 0.96% | −175−0.6% | Reduced |
| Principal Securities, Inc. | 27,273 | $2.68M | 0.04% | +913+3.5% | Added |
| Saudi Central Bank | 27,277 | $2.68M | 0.06% | +27,277 | New |
| Miller Financial Services LLC | 27,444 | $2.70M | 3.01% | −1,654−5.7% | Reduced |
| First Pacific Financial | 27,499 | $2.71M | 0.35% | +257+0.9% | Added |
| EagleClaw Capital Managment, LLC | 27,513 | $2.71M | 0.38% | −5,303−16.2% | Reduced |
| Siemens Fonds Invest GmbH | 27,579 | $2.71M | 0.16% | +183+0.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 27,602 | $2.72M | 0.08% | −2,375−7.9% | Reduced |
| Motco | 27,820 | $2.74M | 0.25% | +1,686+6.5% | Added |
| Argyle Capital Management Inc. | 27,930 | $2.75M | 0.89% | +425+1.5% | Added |
| Quinn Opportunity Partners LLC | 28,000 | $2.75M | 0.14% | −109,000−79.6% | Reduced |
| Fairview Capital Investment Management, LLC | 28,015 | $2.76M | 0.15% | −1,994−6.6% | Reduced |
| Leelyn Smith, LLC | 28,058 | $2.76M | 0.39% | +2,564+10.1% | Added |
| Pallas Capital Advisors LLC | 28,320 | $2.79M | 0.10% | −4,292−13.2% | Reduced |
| Destination Wealth Management | 28,336 | $2.79M | 0.07% | +789+2.9% | Added |
| Apollon Wealth Management, LLC | 28,394 | $2.79M | 0.05% | −1,199−4.1% | Reduced |
| Loomis Sayles & Co L P | 28,460 | $2.80M | 0.00% | −50,853−64.1% | Reduced |
| XML Financial, LLC | 28,553 | $2.81M | 0.23% | −2,251−7.3% | Reduced |
| Cullen Investment Group, Ltd. | 28,703 | $2.82M | 0.37% | −17,514−37.9% | Reduced |
| Kingsview Wealth Management, LLC | 28,730 | $2.83M | 0.04% | +389+1.4% | Added |
| Capital Investment Counsel, LLC | 28,873 | $2.84M | 0.39% | +28,873 | New |
| Change Path, LLC | 28,944 | $2.85M | 0.07% | +1,633+6.0% | Added |
| TD Waterhouse Canada Inc. | 29,241 | $2.86M | 0.01% | +4,601+18.7% | Added |