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 |
|---|---|---|---|---|---|
| Courier Capital LLC | 29,186 | $2.87M | 0.16% | +14,982+105.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 29,348 | $2.89M | 0.08% | −584−2.0% | Reduced |
| Perkins Coie Trust Co | 29,351 | $2.89M | 0.56% | +2,733+10.3% | Added |
| Edgemoor Investment Advisors, Inc. | 29,611 | $2.91M | 0.23% | +3,436+13.1% | Added |
| Clearstead Advisors, LLC | 29,693 | $2.92M | 0.03% | −2,791−8.6% | Reduced |
| First Dallas Securities Inc. | 29,834 | $2.94M | 1.09% | +14,251+91.5% | Added |
| Gladstone Institutional Advisory LLC | 30,010 | $2.95M | 0.11% | −371−1.2% | Reduced |
| Capital Investment Counsel, Inc | 30,159 | $2.97M | 0.36% | −1,022−3.3% | Reduced |
| Oasis Advisors, LLC | 30,168 | $2.97M | 0.58% | +27,657+1,101.4% | Added |
| Great Lakes Advisors, LLC | 30,190 | $2.97M | 0.02% | +11,388+60.6% | Added |
| Centaurus Financial, Inc. | 30,233 | $2.97M | 0.14% | +3,569+13.4% | Added |
| MUFG Securities EMEA plc | 30,295 | $2.98M | 0.04% | 00.0% | Unchanged |
| William Allan, LLC | 30,425 | $2.99M | 1.77% | +239+0.8% | Added |
| Guyasuta Investment Advisors Inc | 30,701 | $3.02M | 0.17% | −1,360−4.2% | Reduced |
| Econ Financial Services Corp | 30,741 | $3.02M | 1.40% | +6,850+28.7% | Added |
| Udine Wealth Management, Inc. | 30,829 | $3.03M | 1.48% | +1,059+3.6% | Added |
| Rench Wealth Management, Inc. | 30,936 | $3.04M | 0.92% | +27+0.1% | Added |
| Perryman Financial Advisory Inc | 30,951 | $3.04M | 0.46% | +162+0.5% | Added |
| Equitable Holdings, Inc. | 30,821 | $3.05M | 0.02% | +1,721+5.9% | Added |
| Brighton Jones LLC | 31,115 | $3.06M | 0.07% | +31,115 | New |
| OmniStar Financial Group, Inc. | 31,143 | $3.06M | 1.59% | +1,228+4.1% | Added |
| AG2R la Mondiale Gestion D'Actifs | 31,153 | $3.06M | 0.14% | +412+1.3% | Added |
| Fisher Funds Management LTD | 31,258 | $3.08M | 0.09% | 00.0% | Unchanged |
| Mfg Wealth Management, Inc. | 31,436 | $3.09M | 2.56% | +9,774+45.1% | Added |
| Collar Capital Management, LLC | 31,457 | $3.09M | 2.00% | −17−0.1% | Reduced |
| Monarch Capital Management Inc | 31,458 | $3.09M | 0.76% | +833+2.7% | Added |
| Brevan Howard Capital Management LP | 31,575 | $3.11M | 0.03% | −27,661−46.7% | Reduced |
| Kornitzer Capital Management Inc | 31,584 | $3.11M | 0.07% | −2,879−8.4% | Reduced |
| Baker Avenue Asset Management, LP | 31,678 | $3.12M | 0.07% | +1,231+4.0% | Added |
| Csenge Advisory Group | 31,775 | $3.13M | 0.14% | +10,818+51.6% | Added |
| Harvest Portfolios Group Inc. | 31,802 | $3.13M | 0.05% | +6,908+27.7% | Added |
| Morton Community Bank | 31,827 | $3.13M | 0.68% | +260+0.8% | Added |
| Redmond Asset Management, LLC | 31,837 | $3.13M | 0.86% | +636+2.0% | Added |
| Cohen Investment Advisors LLC | 31,967 | $3.14M | 1.49% | +474+1.5% | Added |
| Iowa State Bank | 32,060 | $3.15M | 0.58% | −128−0.4% | Reduced |
| Community Bank, N.A. | 32,068 | $3.15M | 0.38% | −1,871−5.5% | Reduced |
| CMG Global Holdings, LLC | 32,121 | $3.16M | 1.51% | +6,074+23.3% | Added |
| Signature Wealth Management Group | 32,213 | $3.17M | 1.20% | +183+0.6% | Added |
| Keating Investment Counselors Inc | 32,232 | $3.17M | 0.79% | −125−0.4% | Reduced |
| Emerald Investment Advisers, LLC | 32,387 | $3.19M | 0.29% | +32,387 | New |
| Walleye Trading LLC | 32,397 | $3.19M | 0.07% | −73,125−69.3% | Reduced |
| Ancora Advisors, LLC | 32,946 | $3.24M | 0.07% | −1,353−3.9% | Reduced |
| Anchor Investment Management, LLC | 32,972 | $3.24M | 0.27% | −687−2.0% | Reduced |
| EP Wealth Advisors, LLC | 33,074 | $3.25M | 0.02% | +1,362+4.3% | Added |
| Texas Yale Capital Corp. | 33,328 | $3.28M | 0.09% | +1,150+3.6% | Added |
| Point72 Asset Management, L.P. | 33,422 | $3.29M | 0.01% | +33,422 | New |
| Woodstock Corp | 33,464 | $3.29M | 0.29% | −1,757−5.0% | Reduced |
| Buckingham Strategic Partners | 33,494 | $3.30M | 0.03% | −4,124−11.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 33,500 | $3.30M | 0.03% | +2,120+6.8% | Added |
| Grimes & Company, Inc. | 33,916 | $3.34M | 0.09% | +15,313+82.3% | Added |
| PDS Planning, Inc | 34,088 | $3.35M | 0.22% | −646−1.9% | Reduced |
| New Mexico Educational Retirement Board | 34,162 | $3.36M | 0.10% | 00.0% | Unchanged |
| Shelton Capital Management | 34,268 | $3.37M | 0.07% | +27,109+378.7% | Added |
| Bank of New Hampshire | 34,492 | $3.39M | 0.78% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 34,533 | $3.40M | 0.23% | −6,754−16.4% | Reduced |
| Trask Adam Roland | 35,086 | $3.45M | 3.27% | +35,086 | New |
| Laurel Wealth Advisors LLC | 34,397 | $3.47M | 0.34% | +7,257+26.7% | Added |
| Summit Financial, LLC | 35,436 | $3.49M | 0.04% | +1,052+3.1% | Added |
| Ashton Thomas Private Wealth, LLC | 35,468 | $3.49M | 0.08% | −101,021−74.0% | Reduced |
| IHT Wealth Management, LLC | 35,474 | $3.49M | 0.08% | +8,715+32.6% | Added |
| Rayburn West Financial Services LLC | 35,722 | $3.51M | 2.07% | +927+2.7% | Added |
| Perigon Wealth Management, LLC | 35,752 | $3.52M | 0.06% | +2,510+7.6% | Added |
| HBK Sorce Advisory LLC | 35,060 | $3.53M | 0.07% | +1,054+3.1% | Added |
| JB Capital LLC | 36,203 | $3.56M | 0.14% | +1,224+3.5% | Added |
| Sovereign's Capital Management, LLC | 36,275 | $3.57M | 2.63% | −17,658−32.7% | Reduced |
| KMG Fiduciary Partners, LLC | 36,336 | $3.57M | 0.26% | +2,160+6.3% | Added |
| First Foundation Advisors | 36,461 | $3.59M | 0.14% | −139,652−79.3% | Reduced |
| Maryland State Retirement & Pension System | 36,495 | $3.59M | 0.07% | 00.0% | Unchanged |
| Delphi Financial Group, Inc. | 36,535 | $3.59M | 1.62% | +14,065+62.6% | Added |
| Mount Yale Investment Advisors, LLC | 36,695 | $3.61M | 0.09% | +33,120+926.4% | Added |
| Sigma Planning Corp | 36,722 | $3.61M | 0.10% | +9,941+37.1% | Added |
| Frank, Rimerman Advisors LLC | 36,899 | $3.63M | 0.24% | +165+0.4% | Added |
| Legato Capital Management LLC | 37,000 | $3.64M | 0.33% | +12,000+48.0% | Added |
| Capital Square, LLC | 34,239 | $3.66M | 1.69% | +7,427+27.7% | Added |
| Summit Trail Advisors, LLC | 37,313 | $3.67M | 0.05% | +3,312+9.7% | Added |
| Stanley-Laman Group, Ltd. | 37,348 | $3.67M | 0.45% | +9,217+32.8% | Added |
| Truvestments Capital LLC | 37,381 | $3.68M | 0.66% | +3,257+9.5% | Added |
| Foundations Investment Advisors, LLC | 37,447 | $3.68M | 0.05% | +8,891+31.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 37,591 | $3.70M | 0.80% | −27,058−41.9% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 37,676 | $3.71M | 0.19% | +4,989+15.3% | Added |
| Louisiana State Employees Retirement System | 37,700 | $3.71M | 0.07% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 37,750 | $3.71M | 0.98% | +4,108+12.2% | Added |
| Naples Global Advisors, LLC | 37,768 | $3.72M | 0.27% | −536−1.4% | Reduced |
| Gilbert & Cook, Inc. | 37,782 | $3.72M | 0.48% | −3,184−7.8% | Reduced |
| Verdence Capital Advisors LLC | 37,808 | $3.72M | 0.22% | +17,026+81.9% | Added |
| Scotia Capital Inc. | 38,092 | $3.75M | 0.02% | −24,116−38.8% | Reduced |
| Dupree Financial Group, LLC | 38,471 | $3.78M | 1.52% | −65,912−63.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 39,180 | $3.84M | 0.01% | +5,403+16.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 39,187 | $3.86M | 0.60% | +39,187 | New |
| CWM Advisors, LLC | 39,213 | $3.86M | 0.23% | +38,891+12,078.0% | Added |
| Park Avenue Securities LLC | 39,263 | $3.86M | 0.03% | +3,020+8.3% | Added |
| Providence Capital Advisors, LLC | 39,316 | $3.87M | 0.63% | +1,056+2.8% | Added |
| Columbia Asset Management | 39,370 | $3.87M | 0.74% | +1,208+3.2% | Added |
| First Citizens Bank & Trust Co | 39,492 | $3.89M | 0.08% | −3,736−8.6% | Reduced |
| Atria Investments LLC | 39,584 | $3.89M | 0.04% | −6,850−14.8% | Reduced |
| First Manhattan Co | 39,592 | $3.90M | 0.01% | −12,688−24.3% | Reduced |
| Highland Capital Management, LLC | 39,652 | $3.90M | 0.21% | −90−0.2% | Reduced |
| Palouse Capital Management, Inc. | 39,789 | $3.91M | 2.59% | −782−1.9% | Reduced |
| Adams Asset Advisors, LLC | 39,924 | $3.93M | 0.44% | +3,877+10.8% | Added |
| Vontobel Holding Ltd. | 39,934 | $3.93M | 0.01% | −50,984−56.1% | Reduced |