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 |
|---|---|---|---|---|---|
| Vision Capital Management, Inc. | 40,136 | $3.95M | 0.50% | +792+2.0% | Added |
| Builder Investment Group Inc | 40,311 | $3.97M | 0.86% | −211−0.5% | Reduced |
| Northwest & Ethical Investments L.P. | 40,719 | $4.01M | 0.09% | −18,614−31.4% | Reduced |
| Waterfront Wealth Inc. | 40,826 | $4.02M | 0.74% | −497−1.2% | Reduced |
| Iams Wealth Management, LLC | 40,847 | $4.02M | 1.40% | −1,241−2.9% | Reduced |
| APG Asset Management N.V. | 47,202 | $4.03M | 0.01% | −9,399−16.6% | Reduced |
| Stablepoint Partners, LLC | 40,979 | $4.03M | 0.60% | +40,979 | New |
| Savant Capital, LLC | 40,981 | $4.03M | 0.02% | +3,659+9.8% | Added |
| Prudential PLC | 41,066 | $4.04M | 0.03% | +27,138+194.8% | Added |
| PEAK6 LLC | 41,244 | $4.06M | 0.12% | +12,007+41.1% | Added |
| Welch & Forbes LLC | 41,251 | $4.06M | 0.05% | −599−1.4% | Reduced |
| Inspire Advisors, LLC | 41,581 | $4.09M | 0.33% | −3,313−7.4% | Reduced |
| Signaturefd, LLC | 41,696 | $4.10M | 0.06% | +254+0.6% | Added |
| Mubadala Investment Co PJSC | 41,698 | $4.10M | 0.02% | +41,698 | New |
| Brookstone Capital Management | 41,730 | $4.11M | 0.05% | +17,596+72.9% | Added |
| Hartford Investment Management Co | 41,982 | $4.13M | 0.13% | −632−1.5% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 41,995 | $4.13M | 2.25% | +4,190+11.1% | Added |
| Boston Research & Management Inc | 42,437 | $4.17M | 0.97% | +3,172+8.1% | Added |
| Dynamic Advisor Solutions LLC | 42,466 | $4.18M | 0.13% | +19,957+88.7% | Added |
| Capital Investment Advisory Services, LLC | 42,630 | $4.19M | 0.31% | +321+0.8% | Added |
| Omers Administration Corp | 42,751 | $4.21M | 0.03% | +16,687+64.0% | Added |
| Osmosis Investment Management UK Ltd | 43,003 | $4.23M | 0.11% | +34,834+426.4% | Added |
| Simplex Trading, LLC | 43,120 | $4.24M | 0.13% | −75,788−63.7% | Reduced |
| Kestra Private Wealth Services, LLC | 43,247 | $4.25M | 0.05% | −4,890−10.2% | Reduced |
| Integrated Wealth Concepts LLC | 43,791 | $4.31M | 0.03% | +12,227+38.7% | Added |
| Pinnacle Financial Partners, Inc. | 44,413 | $4.37M | 0.03% | +8,359+23.2% | Added |
| PYA Waltman Capital, LLC | 44,431 | $4.37M | 1.21% | +2,692+6.4% | Added |
| Mizuho Securities USA LLC | 44,675 | $4.40M | 0.10% | −9,133−17.0% | Reduced |
| Cooper Financial Group | 44,818 | $4.41M | 0.45% | +179+0.4% | Added |
| Pentwater Capital Management LP | 45,000 | $4.43M | 0.03% | +45,000 | New |
| Keystone Financial Planning, Inc. | 45,768 | $4.50M | 1.20% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 45,843 | $4.51M | 0.07% | +15,179+49.5% | Added |
| TCTC Holdings, LLC | 45,867 | $4.51M | 0.13% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 45,895 | $4.52M | 0.28% | −28−0.1% | Reduced |
| Edgestream Partners, L.P. | 45,978 | $4.52M | 0.15% | +23,906+108.3% | Added |
| Commonwealth Retirement Investments LLC | 45,990 | $4.52M | 1.40% | +5,031+12.3% | Added |
| Venture Visionary Partners LLC | 45,991 | $4.52M | 0.15% | +7,377+19.1% | Added |
| Murphy Pohlad Asset Management LLC | 46,075 | $4.53M | 1.62% | −1,250−2.6% | Reduced |
| Wesbanco Bank Inc | 46,080 | $4.53M | 0.13% | −245−0.5% | Reduced |
| Natixis | 46,109 | $4.54M | 0.02% | +12,175+35.9% | Added |
| Nomura Holdings Inc | 46,245 | $4.55M | 0.04% | −3,034−6.2% | Reduced |
| HB Wealth Management, LLC | 46,333 | $4.56M | 0.03% | +541+1.2% | Added |
| IFP Advisors, Inc | 46,335 | $4.56M | 0.09% | +1,457+3.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 46,416 | $4.57M | 0.01% | −460,797−90.8% | Reduced |
| Norinchukin Bank, The | 46,555 | $4.58M | 0.05% | +191+0.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 47,091 | $4.63M | 0.03% | +20,450+76.8% | Added |
| Lathrop Investment Management Corp | 47,152 | $4.64M | 0.87% | +2,290+5.1% | Added |
| Strategic Planning, Inc. | 47,167 | $4.64M | 2.33% | +77+0.2% | Added |
| Benjamin Edwards Inc | 47,538 | $4.68M | 0.05% | +12,480+35.6% | Added |
| Kiltearn Partners LLP | 47,600 | $4.68M | 1.26% | −9,900−17.2% | Reduced |
| Thrivent Financial for Lutherans | 47,762 | $4.69M | 0.01% | −1,063−2.2% | Reduced |
| Linscomb & Williams, Inc. | 47,730 | $4.70M | 0.21% | −8,395−15.0% | Reduced |
| Vivaldi Capital Management, LLC | 47,899 | $4.71M | 0.65% | −2,097−4.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 48,007 | $4.72M | 0.05% | −1,735−3.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 48,055 | $4.73M | 0.03% | −2,730−5.4% | Reduced |
| Tocqueville Asset Management L.P. | 48,174 | $4.74M | 0.07% | +11,841+32.6% | Added |
| NewSquare Capital LLC | 48,197 | $4.74M | 0.41% | −970−2.0% | Reduced |
| Tufton Capital Management | 48,279 | $4.75M | 0.86% | −571−1.2% | Reduced |
| Lynch & Associates | 48,405 | $4.76M | 0.89% | +6,602+15.8% | Added |
| Rowland & Co Investment Counsel | 48,736 | $4.79M | 0.97% | +353+0.7% | Added |
| HighPoint Advisor Group LLC | 48,962 | $4.82M | 0.20% | −45,738−48.3% | Reduced |
| TownSquare Capital, LLC | 49,075 | $4.83M | 1.09% | +15,632+46.7% | Added |
| Vident Advisory, LLC | 49,131 | $4.83M | 0.04% | +10,637+27.6% | Added |
| Prelude Capital Management, LLC | 49,144 | $4.83M | 0.37% | +20,203+69.8% | Added |
| Glenview Trust Co | 49,225 | $4.84M | 0.08% | −2,421−4.7% | Reduced |
| Morgan Dempsey Capital Management LLC | 49,415 | $4.86M | 2.22% | +798+1.6% | Added |
| Crossmark Global Holdings, Inc. | 49,607 | $4.88M | 0.07% | −150−0.3% | Reduced |
| First National Trust Co | 49,667 | $4.89M | 0.17% | +17,629+55.0% | Added |
| Lincoln Capital LLC | 50,033 | $4.92M | 0.93% | +45,455+992.9% | Added |
| Thompson Siegel & Walmsley LLC | 50,105 | $4.93M | 0.09% | +50,105 | New |
| Freestone Grove Partners LP | 50,142 | $4.93M | 0.04% | +50,142 | New |
| United Asset Strategies, Inc. | 50,837 | $5.00M | 0.40% | +36,094+244.8% | Added |
| Canada Post Corp Registered Pension Plan | 50,919 | $5.01M | 0.20% | +6,080+13.6% | Added |
| Avantax Planning Partners, Inc. | 51,129 | $5.03M | 0.14% | −8,779−14.7% | Reduced |
| Prospera Financial Services Inc | 51,182 | $5.04M | 0.08% | −7,753−13.2% | Reduced |
| Martin Capital Partners, LLC | 51,321 | $5.05M | 1.88% | −31,442−38.0% | Reduced |
| Lido Advisors, LLC | 51,842 | $5.10M | 0.02% | −19,304−27.1% | Reduced |
| Skylands Capital, LLC | 51,950 | $5.11M | 0.67% | +405+0.8% | Added |
| Olstein Capital Management, L.P. | 52,000 | $5.12M | 1.12% | −12,000−18.8% | Reduced |
| Birch Capital Management, LLC | 52,107 | $5.13M | 2.69% | +7,965+18.0% | Added |
| Biondo Investment Advisors, LLC | 52,307 | $5.15M | 0.66% | +1,939+3.8% | Added |
| Boyer & Corporon Wealth Management, LLC | 52,320 | $5.15M | 1.46% | +2,075+4.1% | Added |
| Advisory Services Network, LLC | 52,353 | $5.15M | 0.07% | +3,222+6.6% | Added |
| First National Bank of Omaha | 52,799 | $5.16M | 0.16% | +126+0.2% | Added |
| Rafferty Asset Management, LLC | 52,722 | $5.19M | 0.02% | −22,798−30.2% | Reduced |
| Elo Mutual Pension Insurance Co | 53,157 | $5.23M | 0.09% | +1,811+3.5% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 51,246 | $5.31M | 1.68% | +999+2.0% | Added |
| Inspire Trust Co, N.A. | 54,000 | $5.31M | 0.82% | +6,000+12.5% | Added |
| ARS Wealth Advisors Group, LLC | 54,246 | $5.34M | 0.45% | +5,651+11.6% | Added |
| Neuberger Berman Group LLC | 54,307 | $5.34M | 0.00% | +9,748+21.9% | Added |
| Resources Investment Advisors, LLC. | 54,310 | $5.34M | 0.05% | −53−0.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 54,000 | $5.36M | 0.49% | −589−1.1% | Reduced |
| Grace & White Inc | 54,490 | $5.36M | 0.95% | +800+1.5% | Added |
| Altrius Capital Management Inc | 55,254 | $5.44M | 1.08% | −1,269−2.2% | Reduced |
| Farther Finance Advisors, LLC | 55,551 | $5.44M | 0.05% | +12,856+30.1% | Added |
| Hancock Whitney Corp | 55,157 | $5.45M | 0.09% | −158,501−74.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 55,874 | $5.50M | 0.56% | −4,278−7.1% | Reduced |
| Sequoia Financial Advisors, LLC | 56,116 | $5.52M | 0.03% | −4,696−7.7% | Reduced |
| Wealthcare Advisory Partners LLC | 56,418 | $5.55M | 0.11% | −8,531−13.1% | Reduced |
| Fluent Financial, LLC | 54,457 | $5.56M | 2.03% | −13,512−19.9% | Reduced |