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 |
|---|---|---|---|---|---|
| Solstein Capital, LLC | 960 | $94.4K | 0.04% | +960 | New |
| Raleigh Capital Management Inc. | 1,012 | $99.6K | 0.03% | +12+1.2% | Added |
| American Capital Advisory, LLC | 1,024 | $100.7K | 0.04% | +203+24.7% | Added |
| Webster Bank, N. A. | 1,032 | $101.5K | 0.01% | +334+47.9% | Added |
| SHP Wealth Management | 1,047 | $102.9K | 0.01% | +49+4.9% | Added |
| Spirit of America Management Corp | 1,050 | $103.3K | 0.02% | −1,500−58.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,050 | $103.3K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,055 | $103.8K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,073 | $105.6K | 0.05% | +5+0.5% | Added |
| TIAA Wealth Investment Management LLC | 1,087 | $106.9K | 0.00% | +1,087 | New |
| Addison Advisors LLC | 1,093 | $107.5K | 0.02% | +10+0.9% | Added |
| Walleye Capital LLC | 1,120 | $110.2K | 0.00% | −274,645−99.6% | Reduced |
| TrustBank | 1,124 | $110.6K | 0.04% | +1,124 | New |
| First Community Trust NA | 1,129 | $111.1K | 0.08% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,136 | $111.8K | 0.02% | +71+6.7% | Added |
| Bank of Jackson Hole Trust | 1,155 | $113.6K | 0.06% | +20+1.8% | Added |
| AdvisorNet Financial, Inc | 1,164 | $114.6K | 0.01% | +175+17.7% | Added |
| McIlrath & Eck, LLC | 1,220 | $120.0K | 0.01% | −20−1.6% | Reduced |
| Legacy Bridge, LLC | 1,229 | $120.9K | 0.05% | −130−9.6% | Reduced |
| Pinnacle Bancorp, Inc. | 1,244 | $122.4K | 0.04% | +116+10.3% | Added |
| Broadwater Capital Management LLC | 1,255 | $124.5K | 0.09% | 00.0% | Unchanged |
| Eastern Bank | 1,296 | $127.5K | 0.00% | −224−14.7% | Reduced |
| Granite FO LLC | 1,300 | $127.9K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,296 | $128.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,302 | $128.1K | 0.02% | −51−3.8% | Reduced |
| Union Savings Bank | 1,314 | $129.3K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,348 | $133.0K | 0.00% | −1,970−59.4% | Reduced |
| Richardson Financial Services Inc. | 1,360 | $133.8K | 0.08% | +75+5.8% | Added |
| Peterson Wealth Services | 1,363 | $134.1K | 0.03% | +439+47.5% | Added |
| Meramec Financial Planners, LLC | 1,288 | $138.0K | 0.05% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,431 | $140.8K | 0.01% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 1,437 | $141.4K | 0.08% | +1,437 | New |
| Richards, Merrill & Peterson, Inc. | 1,464 | $144.0K | 0.05% | −10−0.7% | Reduced |
| Trust Co | 1,465 | $144.1K | 0.01% | −3−0.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,477 | $145.3K | 0.04% | +497+50.7% | Added |
| LGT Financial Advisors LLC | 1,500 | $147.6K | 0.76% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,506 | $148.2K | 0.07% | +1,506 | New |
| Basecamp Wealth Advisors LLC | 1,536 | $151.1K | 0.03% | −39−2.5% | Reduced |
| Wellington Shields Capital Management, LLC | 1,562 | $153.7K | 0.02% | 00.0% | Unchanged |
| Archetype Wealth Partners | 1,564 | $154.0K | 0.02% | +1,564 | New |
| MV Capital Management, Inc. | 1,595 | $156.9K | 0.02% | +966+153.6% | Added |
| Root Financial Partners, LLC | 1,622 | $159.6K | 0.01% | +127+8.5% | Added |
| Roxbury Financial LLC | 1,626 | $160.0K | 0.14% | −301−15.6% | Reduced |
| Y.D. More Investments Ltd | 1,700 | $161.4K | 0.01% | +263+18.3% | Added |
| Highline Wealth Partners LLC | 1,652 | $162.5K | 0.04% | +1,545+1,443.9% | Added |
| Oakworth Capital, Inc. | 1,667 | $164.0K | 0.01% | −68−3.9% | Reduced |
| Ameriflex Group, Inc. | 1,674 | $164.7K | 0.08% | −289−14.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,502 | $165.2K | 0.05% | −409−21.4% | Reduced |
| Sterling Capital Management LLC | 1,683 | $165.6K | 0.00% | +91+5.7% | Added |
| Massmutual Trust Co FSB | 1,684 | $165.7K | 0.00% | −90−5.1% | Reduced |
| True Wealth Design, LLC | 1,724 | $169.6K | 0.05% | +32+1.9% | Added |
| Tanglewood Legacy Advisors, LLC | 1,734 | $170.6K | 0.06% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,735 | $170.7K | 0.09% | +1,148+195.6% | Added |
| Country Trust Bank | 1,751 | $172.3K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,795 | $175.8K | 0.09% | +15+0.8% | Added |
| Curat Global, LLC | 1,800 | $177.1K | 0.17% | −200−10.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,800 | $177.1K | 0.01% | +800+80.0% | Added |
| Heritage Wealth Advisors | 1,818 | $178.8K | 0.01% | −139−7.1% | Reduced |
| South State Corp. | 1,818 | $178.8K | 0.01% | −419−18.7% | Reduced |
| Paradigm Asset Management Co LLC | 1,824 | $179.4K | 0.04% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 1,892 | $186.1K | 0.16% | +1+0.1% | Added |
| Bruce G. Allen Investments, LLC | 1,892 | $186.1K | 0.12% | +148+8.5% | Added |
| DiNuzzo Private Wealth, Inc. | 1,901 | $187.0K | 0.02% | +4+0.2% | Added |
| First PREMIER Bank | 1,956 | $192.0K | 0.04% | −470−19.4% | Reduced |
| Cromwell Holdings LLC | 1,954 | $192.2K | 0.11% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,976 | $194.4K | 0.13% | +1,930+4,195.7% | Added |
| Pittenger & Anderson Inc | 1,977 | $194.5K | 0.01% | −255−11.4% | Reduced |
| AlphaCore Capital LLC | 2,020 | $198.7K | 0.00% | −598−22.8% | Reduced |
| Onefund, LLC | 2,032 | $199.0K | 0.13% | −85−4.0% | Reduced |
| Split Rock Private Trading & Wealth Management, LLC | 2,036 | $200.3K | 0.16% | −42−2.0% | Reduced |
| Bank & Trust Co | 2,038 | $200.5K | 0.14% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 2,043 | $201.0K | 0.02% | −209−9.3% | Reduced |
| Congress Park Capital LLC | 2,050 | $201.7K | 0.06% | 00.0% | Unchanged |
| Arta Finance Wealth Management LLC | 2,051 | $201.8K | 0.10% | +2,051 | New |
| Lauer Wealth, LLC | 2,016 | $202.5K | 0.16% | −912−31.1% | Reduced |
| Basepoint Wealth LLC | 2,064 | $203.1K | 0.12% | +53+2.6% | Added |
| OneAscent Financial Services LLC | 2,064 | $203.1K | 0.01% | +2,064 | New |
| Foster Victor Wealth Advisors, LLC | 1,971 | $203.4K | 0.01% | +94+5.0% | Added |
| Cassady Wealth & Retirement Planning, LLC | 1,873 | $203.8K | 0.11% | +1,873 | New |
| Ipswich Investment Management Co., Inc. | 2,075 | $204.1K | 0.05% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 2,081 | $204.7K | 0.03% | +2,081 | New |
| Traphagen Investment Advisors LLC | 2,090 | $205.6K | 0.02% | +2,090 | New |
| Wick Capital Partners, LLC | 2,094 | $206.0K | 0.04% | −25−1.2% | Reduced |
| Ellis Investment Partners, LLC | 2,111 | $207.7K | 0.04% | −450−17.6% | Reduced |
| Certified Advisory Corp | 2,116 | $208.1K | 0.02% | +20+1.0% | Added |
| Teamwork Financial Advisors, LLC | 2,123 | $208.9K | 0.02% | −16,228−88.4% | Reduced |
| Guardian Partners Inc. | 2,126 | $209.6K | 0.02% | −23−1.1% | Reduced |
| High Net Worth Advisory Group LLC | 2,131 | $209.6K | 0.05% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 2,131 | $209.6K | 0.07% | 00.0% | Unchanged |
| Cfo Capital Management LLC | 2,210 | $209.8K | 0.17% | +57+2.6% | Added |
| PFS Partners, LLC | 2,148 | $211.3K | 0.10% | +10.0% | Added |
| Center for Financial Planning, Inc. | 2,158 | $212.3K | 0.02% | −506−19.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 2,162 | $212.7K | 0.01% | −7,041−76.5% | Reduced |
| Income Insurance Ltd | 2,162 | $212.7K | 0.14% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,168 | $213.3K | 0.02% | +2,168 | New |
| NorthStar Asset Management LLC | 2,173 | $213.8K | 0.10% | +2,173 | New |
| Stokes Capital Advisors, LLC | 2,175 | $214.0K | 0.05% | +2,175 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,175 | $214.0K | 0.10% | −22,526−91.2% | Reduced |
| Hidden Cove Wealth Management, LLC | 2,181 | $214.6K | 0.14% | +25+1.2% | Added |
| Latitude Advisors, LLC | 2,183 | $214.7K | 0.10% | +2,183 | New |