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 |
|---|---|---|---|---|---|
| Key Capital Management, INC | 327 | $32.2K | 0.02% | −1,271−79.5% | Reduced |
| Indiana Trust & Investment Management CO | 335 | $33.0K | 0.01% | −45−11.8% | Reduced |
| Pingora Partners LLC | 335 | $33.0K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 337 | $33.2K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 345 | $33.9K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 348 | $34.2K | 0.00% | −353−50.4% | Reduced |
| Financial Network Wealth Advisors LLC | 350 | $34.5K | 0.04% | +50+16.7% | Added |
| Rialto Wealth Management, LLC | 351 | $34.5K | 0.01% | +321+1,070.0% | Added |
| Evermay Wealth Management LLC | 355 | $34.9K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 356 | $35.0K | 0.01% | −135−27.5% | Reduced |
| DT Investment Partners, LLC | 357 | $35.1K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 370 | $36.4K | 0.01% | +4+1.1% | Added |
| Abound Wealth Management | 372 | $36.6K | 0.01% | −53−12.5% | Reduced |
| Graney & King, LLC | 375 | $36.9K | 0.02% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 385 | $37.9K | 0.01% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 392 | $38.6K | 0.02% | 00.0% | Unchanged |
| Vanguard National Trust Co | 401 | $39.5K | 0.00% | +401 | New |
| Essex Investment Management Co LLC | 404 | $39.7K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 405 | $39.8K | 0.02% | +46+12.8% | Added |
| Keating Financial Advisory Services, Inc. | 409 | $40.2K | 0.01% | −17−4.0% | Reduced |
| Caitlin John, LLC | 415 | $40.9K | 0.02% | +382+1,157.6% | Added |
| Capital Advisors, Ltd. LLC | 419 | $41.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 420 | $41.3K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 425 | $41.8K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 425 | $41.8K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 431 | $42.4K | 0.00% | +3+0.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 439 | $43.2K | 0.01% | +439 | New |
| CNB Bank | 441 | $43.4K | 0.02% | −33−7.0% | Reduced |
| BankPlus Trust Department | 446 | $43.9K | 0.01% | −82−15.5% | Reduced |
| S&T Bank | 454 | $44.7K | 0.02% | +90+24.7% | Added |
| Wolff Wiese Magana LLC | 455 | $44.8K | 0.02% | −34−7.0% | Reduced |
| Princeton Global Asset Management LLC | 465 | $45.7K | 0.01% | +11+2.4% | Added |
| GW&K Investment Management, LLC | 469 | $46.0K | 0.00% | +3+0.6% | Added |
| Avion Wealth | 469 | $46.0K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 471 | $46.3K | 0.01% | +471 | New |
| Medallion Wealth Advisors, LLC | 472 | $46.4K | 0.02% | +51+12.1% | Added |
| Catalyst Capital Advisors LLC | 475 | $46.7K | 0.00% | −2,051−81.2% | Reduced |
| RMG Wealth Management LLC | 473 | $47.3K | 0.01% | +129+37.5% | Added |
| Purpose Unlimited Inc. | 484 | $47.6K | 0.00% | +434+868.0% | Added |
| Millstone Evans Group, LLC | 485 | $47.7K | 0.03% | +274+129.9% | Added |
| SJS Investment Consulting Inc. | 486 | $47.9K | 0.01% | +75+18.2% | Added |
| TFC Financial Management | 511 | $50.3K | 0.01% | −6−1.2% | Reduced |
| Winch Advisory Services, LLC | 520 | $51.2K | 0.01% | +57+12.3% | Added |
| New England Capital Financial Advisors LLC | 527 | $51.8K | 0.01% | −103−16.3% | Reduced |
| Clark Wealth Partners | 559 | $55.0K | 0.04% | +8+1.5% | Added |
| Scarborough Advisors, LLC | 560 | $55.1K | 0.01% | +560 | New |
| Salomon & Ludwin, LLC | 570 | $56.0K | 0.00% | −1−0.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 569 | $56.0K | 0.00% | +569 | New |
| Capula Management Ltd | 597 | $58.7K | 0.00% | +597 | New |
| Sumitomo Mitsui Financial Group, Inc. | 600 | $59.0K | 0.00% | +600 | New |
| Bard Associates Inc | 613 | $60.3K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 631 | $62.1K | 0.05% | −136−17.7% | Reduced |
| Monetary Solutions, Ltd | 635 | $62.5K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 640 | $63.0K | 0.01% | −527−45.2% | Reduced |
| Tompkins Financial Corp | 641 | $63.1K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 645 | $63.5K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 647 | $63.7K | 0.01% | −424−39.6% | Reduced |
| Redwood Park Advisors LLC | 661 | $65.0K | 0.05% | +3+0.5% | Added |
| Prosperity Bancshares Inc | 665 | $65.4K | 0.05% | +560+533.3% | Added |
| TopTier Wealth Management, LLC | 669 | $65.8K | 0.04% | +669 | New |
| Beacon Investment Advisory Services, Inc. | 670 | $65.9K | 0.00% | +670 | New |
| Valley National Advisers Inc | 676 | $66.0K | 0.01% | −100−12.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 678 | $66.7K | 0.01% | −90−11.7% | Reduced |
| Gill Capital Partners, LLC | 681 | $67.0K | 0.02% | +681 | New |
| Quintet Private Bank (Europe) S.A. | 685 | $67.4K | 0.00% | −440−39.1% | Reduced |
| Rakuten Securities, Inc. | 705 | $69.4K | 0.03% | +318+82.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 732 | $72.0K | 0.03% | −263−26.4% | Reduced |
| General Partner, Inc. | 745 | $73.3K | 0.04% | −50−6.3% | Reduced |
| Bogart Wealth, LLC | 758 | $74.6K | 0.00% | +231+43.8% | Added |
| Toth Financial Advisory Corp | 778 | $76.5K | 0.01% | +3+0.4% | Added |
| Ankerstar Wealth, LLC | 779 | $76.7K | 0.08% | +212+37.4% | Added |
| Quent Capital, LLC | 780 | $76.7K | 0.01% | −93−10.7% | Reduced |
| Owl Creek Wealth Partners LLC | 788 | $77.5K | 0.03% | +788 | New |
| Plante Moran Financial Advisors, LLC | 806 | $79.3K | 0.01% | −1−0.1% | Reduced |
| MTM Investment Management, LLC | 811 | $79.8K | 0.03% | −668−45.2% | Reduced |
| Key Financial Inc | 814 | $80.1K | 0.01% | −1,011−55.4% | Reduced |
| Adirondack Trust Co | 825 | $81.2K | 0.03% | −136−14.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 831 | $81.8K | 0.01% | −167−16.7% | Reduced |
| Activest Wealth Management | 832 | $81.8K | 0.01% | +424+103.9% | Added |
| Limestone Investment Advisors LP | 837 | $82.3K | 0.04% | +797+1,992.5% | Added |
| Marshall Investment Management, LLC | 840 | $82.6K | 0.04% | +840 | New |
| MidFirst Bank | 844 | $83.0K | 0.01% | +64+8.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 845 | $83.1K | 0.01% | −3,826−81.9% | Reduced |
| Davis Capital Management | 847 | $83.3K | 0.06% | +3+0.4% | Added |
| Joseph Group Capital Management | 847 | $83.3K | 0.02% | +254+42.8% | Added |
| Covestor Ltd | 855 | $84.0K | 0.06% | −1,774−67.5% | Reduced |
| Park Place Capital Corp | 858 | $84.4K | 0.02% | −7,486−89.7% | Reduced |
| Crews Bank & Trust | 858 | $84.4K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 868 | $85.3K | 0.03% | +665+327.6% | Added |
| Asset Planning,Inc | 873 | $85.9K | 0.06% | −114−11.6% | Reduced |
| Rossby Financial, LCC | 887 | $86.8K | 0.02% | +221+33.2% | Added |
| Hazlett, Burt & Watson, Inc. | 892 | $88.0K | 0.03% | −10−1.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 900 | $89.0K | 0.00% | +900 | New |
| Zions Bancorporation, National Association | 906 | $89.1K | 0.01% | −2,709−74.9% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 917 | $90.2K | 0.02% | 00.0% | Unchanged |
| Banque Transatlantique SA | 920 | $90.5K | 0.00% | +920 | New |
| Triumph Capital Management | 930 | $91.5K | 0.02% | +148+18.9% | Added |
| Quarry LP | 941 | $92.6K | 0.02% | −39−4.0% | Reduced |
| Pinnacle Holdings, LLC | 945 | $93.0K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 958 | $94.2K | 0.00% | 00.0% | Unchanged |