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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| E Fund Management (Hong Kong) Co., Ltd. | 83 | $8.17K | 0.00% | +78+1,560.0% | Added |
| Intentional Wealth Strategies, LLC | 84 | $8.26K | 0.01% | +84 | New |
| Private Wealth Management Group, LLC | 85 | $8.36K | 0.00% | +4+4.9% | Added |
| Rosenberg Matthew Hamilton | 90 | $8.85K | 0.00% | −803−89.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 94 | $9.25K | 0.00% | −2,936−96.9% | Reduced |
| Burkett Financial Services, LLC | 98 | $9.73K | 0.00% | +1+1.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 100 | $9.84K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 100 | $9.84K | 0.01% | 00.0% | Unchanged |
| McMillan Office, Inc. | 100 | $9.84K | 0.00% | 00.0% | Unchanged |
| Protective Life Corp | 100 | $9.84K | 0.03% | +100 | New |
| Magnolia Wealth Management, LLC | 100 | $9.84K | 0.01% | +100 | New |
| Synergy Investment Management, LLC | 100 | $9.84K | 0.00% | +100 | New |
| Strive Financial Group ,LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 102 | $10.0K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 112 | $11.0K | 0.01% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 116 | $11.4K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 121 | $11.9K | 0.00% | −18−12.9% | Reduced |
| Kilter Group LLC | 123 | $12.1K | 0.01% | +1+0.8% | Added |
| DB Fitzpatrick & Co, Inc | 129 | $12.7K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 134 | $13.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 134 | $13.2K | 0.01% | +10+8.1% | Added |
| Prestige Wealth Management Group LLC | 135 | $13.3K | 0.00% | −31−18.7% | Reduced |
| Gen-Wealth Partners Inc | 136 | $13.4K | 0.00% | −82−37.6% | Reduced |
| Community Financial Services Group, LLC | 137 | $13.4K | 0.00% | +137 | New |
| Sunrise Financial Services, LLC | 137 | $13.5K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 144 | $14.2K | 0.00% | −38−20.9% | Reduced |
| J.Safra Asset Management Corp | 144 | $14.2K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 145 | $14.3K | 0.01% | +100+222.2% | Added |
| ZRC Wealth Management, LLC | 146 | $14.4K | 0.01% | +37+33.9% | Added |
| Cedar Mountain Advisors, LLC | 149 | $14.6K | 0.00% | +11+8.0% | Added |
| Atomic Invest LLC | 155 | $14.7K | 0.01% | +10+6.9% | Added |
| CrossGen Wealth, LLC | 151 | $14.9K | 0.01% | −186−55.2% | Reduced |
| Abound Financial, LLC | 154 | $15.2K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 155 | $15.2K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 157 | $15.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 158 | $15.5K | 0.00% | +3+1.9% | Added |
| BFSG, LLC | 160 | $15.7K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 161 | $15.9K | 0.00% | −10−5.8% | Reduced |
| Gleason Group, Inc. | 162 | $15.9K | 0.00% | +140+636.4% | Added |
| Swiss Re Ltd | 164 | $16.1K | 0.10% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 164 | $16.1K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 169 | $16.6K | 0.01% | +44+35.2% | Added |
| Red Tortoise LLC | 176 | $17.3K | 0.01% | +3+1.7% | Added |
| Aventura Private Wealth, LLC | 178 | $17.5K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 179 | $17.6K | 0.01% | −30−14.4% | Reduced |
| VSM Wealth Advisory, LLC | 179 | $17.6K | 0.01% | +29+19.3% | Added |
| Fourth Dimension Wealth, LLC | 180 | $17.7K | 0.01% | −11−5.8% | Reduced |
| Founders Capital Management | 180 | $17.7K | 0.01% | −90−33.3% | Reduced |
| West Branch Capital LLC | 180 | $17.7K | 0.00% | −40−18.2% | Reduced |
| Evolution Wealth Management Inc. | 187 | $18.4K | 0.01% | +23+14.0% | Added |
| Security National Bank | 200 | $19.7K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 203 | $20.0K | 0.00% | +203 | New |
| Opal Wealth Advisors, LLC | 205 | $20.2K | 0.00% | +205 | New |
| Bayban | 209 | $20.6K | 0.02% | −361−63.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 214 | $21.0K | 0.00% | +214 | New |
| Consultiva Wealth Management, Corp. | 215 | $21.2K | 0.06% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 215 | $21.2K | 0.00% | +145+207.1% | Added |
| IMG Wealth Management, Inc. | 217 | $21.3K | 0.01% | −416−65.7% | Reduced |
| Salem Investment Counselors Inc | 217 | $21.3K | 0.00% | +217 | New |
| Wellington-Altus USA Inc. | 201 | $21.6K | 0.01% | +16+8.6% | Added |
| PlanVest Financial, Inc | 227 | $22.4K | 0.02% | +227 | New |
| JNBA Financial Advisors | 230 | $22.6K | 0.00% | −149−39.3% | Reduced |
| Centerpoint Advisors, LLC | 229 | $23.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 235 | $23.1K | 0.01% | −93−28.4% | Reduced |
| Missouri Trust & Investment Co | 235 | $23.1K | 0.01% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 238 | $23.4K | 0.02% | 00.0% | Unchanged |
| Kennebec Savings Bank | 246 | $24.2K | 0.02% | +9+3.8% | Added |
| Wilkerson Advisory Group LLC | 247 | $24.3K | 0.01% | +76+44.4% | Added |
| Fortitude Family Office, LLC | 249 | $24.5K | 0.01% | −2,260−90.1% | Reduced |
| Harbor Investment Advisory, LLC | 250 | $24.6K | 0.00% | −40−13.8% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 250 | $24.6K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 250 | $24.6K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 250 | $24.6K | 0.01% | +13+5.5% | Added |
| Entrust Financial LLC | 251 | $24.7K | 0.02% | +82+48.5% | Added |
| Glass Jacobson Investment Advisors llc | 252 | $24.8K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 253 | $24.9K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 255 | $25.1K | 0.01% | −25−8.9% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 261 | $25.7K | 0.01% | +261 | New |
| Insight Financial Services | 266 | $26.2K | 0.01% | +143+116.3% | Added |
| Hurley Capital, LLC | 271 | $26.6K | 0.01% | +4+1.5% | Added |
| Atlantic Trust, LLC | 274 | $27.0K | 0.00% | −161−37.0% | Reduced |
| SWAN Capital LLC | 274 | $27.0K | 0.01% | −176−39.1% | Reduced |
| TSFG, LLC | 276 | $27.0K | 0.00% | +1+0.4% | Added |
| Coston, McIsaac & Partners | 275 | $27.0K | 0.01% | +3+1.1% | Added |
| Raffa Wealth Management, LLC | 276 | $27.2K | 0.00% | +15+5.7% | Added |
| Chilton Capital Management LLC | 281 | $27.6K | 0.00% | +281 | New |
| Fairscale Capital, LLC | 284 | $27.9K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 284 | $27.9K | 0.00% | +36+14.5% | Added |
| Tiaa Trust, National Association | 285 | $28.0K | 0.00% | −9,573−97.1% | Reduced |
| Focused Wealth Management, Inc | 294 | $29.0K | 0.00% | +294 | New |
| ESL Trust Services, LLC | 300 | $29.5K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 300 | $29.5K | 0.00% | +5+1.7% | Added |
| Albion Financial Group | 300 | $29.5K | 0.00% | +120+66.7% | Added |
| Sachetta, LLC | 304 | $29.9K | 0.02% | +33+12.2% | Added |
| Ogorek Anthony Joseph | 307 | $30.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 305 | $30.0K | 0.01% | +50+19.6% | Added |
| Vision Retirement, LLC | 307 | $30.2K | 0.01% | −144−31.9% | Reduced |
| Pacifica Partners Inc. | 307 | $30.2K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 309 | $30.4K | 0.02% | +101+48.6% | Added |
| Tidemark, LLC | 324 | $31.9K | 0.01% | +10+3.2% | Added |