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 |
|---|---|---|---|---|---|
| PeakShares LLC | 2,183 | $214.8K | 0.20% | −934−30.0% | Reduced |
| Eaton-Cambridge Inc. | 2,200 | $216.4K | 0.07% | −1,035−32.0% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 2,203 | $216.7K | 0.06% | 00.0% | Unchanged |
| CV Advisors LLC | 2,225 | $218.9K | 0.06% | 00.0% | Unchanged |
| PCM Encore, LLC | 2,233 | $219.6K | 0.05% | +2,233 | New |
| Wright Investors Service Inc | 2,234 | $219.8K | 0.07% | +10.0% | Added |
| Oakmont Investment Advisors, Inc. | 2,233 | $219.8K | 0.20% | −618−21.7% | Reduced |
| Options Solutions, LLC | 2,235 | $219.9K | 0.16% | −5−0.2% | Reduced |
| Blue Chip Partners, Inc. | 2,239 | $220.3K | 0.02% | −167−6.9% | Reduced |
| Sollinda Capital Management LLC | 2,255 | $221.8K | 0.05% | 00.0% | Unchanged |
| Arwa LLC | 2,184 | $222.0K | 0.11% | +29+1.3% | Added |
| Knightsbridge Asset Management, LLC | 2,261 | $222.4K | 0.03% | −179−7.3% | Reduced |
| Bill Few Associates, Inc. | 2,263 | $222.6K | 0.05% | −191−7.8% | Reduced |
| Somerset Trust Co | 2,263 | $222.6K | 0.07% | +10.0% | Added |
| Wallace Advisory Group, LLC | 2,270 | $223.3K | 0.24% | −11−0.5% | Reduced |
| Berger Financial Group, Inc | 2,277 | $224.0K | 0.01% | −193−7.8% | Reduced |
| Vision Financial Markets LLC | 2,281 | $224.4K | 0.22% | −198−8.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,287 | $225.0K | 0.10% | +3+0.1% | Added |
| Sanders Morris Harris LLC | 2,290 | $225.3K | 0.04% | +2,290 | New |
| Old National Bancorp | 2,291 | $225.4K | 0.00% | −551−19.4% | Reduced |
| HCR Wealth Advisors | 2,291 | $225.4K | 0.02% | −175−7.1% | Reduced |
| Birch Financial Group, LLC | 2,308 | $227.0K | 0.13% | −103−4.3% | Reduced |
| Clear Wave Wealth Management LLC | 2,308 | $227.1K | 0.06% | +2,308 | New |
| Golden Reserve Retirement LLC | 2,310 | $227.3K | 0.05% | +2,310 | New |
| IFG Advisors, LLC | 2,313 | $227.6K | 0.04% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,322 | $228.5K | 0.03% | +29+1.3% | Added |
| Angeles Wealth Management, LLC | 2,325 | $228.7K | 0.01% | +228+10.9% | Added |
| Marshall Financial Group LLC | 2,327 | $228.9K | 0.04% | −2,291−49.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,340 | $230.2K | 0.01% | −580−19.9% | Reduced |
| Klingman & Associates, LLC | 2,342 | $230.4K | 0.01% | +2,342 | New |
| Embree Financial Group | 2,349 | $231.1K | 0.03% | +2,349 | New |
| New Covenant Trust Company, N.A. | 2,359 | $232.1K | 0.21% | −34−1.4% | Reduced |
| Berry Wealth Group, LP | 2,376 | $233.7K | 0.87% | +33+1.4% | Added |
| Blackhawk Capital Partners LLC. | 2,379 | $234.0K | 0.09% | +59+2.5% | Added |
| Chapman Financial Group, LLC | 2,383 | $234.4K | 0.17% | −285−10.7% | Reduced |
| Alliance Wealth Advisors, LLC | 2,394 | $235.6K | 0.11% | +46+2.0% | Added |
| Greenup Street Wealth Management LLC | 2,409 | $237.0K | 0.03% | +2,409 | New |
| HHM Wealth Advisors, LLC | 2,410 | $237.1K | 0.03% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 2,421 | $238.2K | 0.16% | −25−1.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,422 | $238.3K | 0.02% | −98−3.9% | Reduced |
| Woodward Diversified Capital, LLC | 2,245 | $238.9K | 0.11% | −489−17.9% | Reduced |
| Quantum Financial Advisors, LLC | 2,436 | $239.7K | 0.03% | +116+5.0% | Added |
| Spire Wealth Management | 2,437 | $239.7K | 0.01% | −10,574−81.3% | Reduced |
| Hutner Capital Management Inc | 2,444 | $240.4K | 0.10% | −1,896−43.7% | Reduced |
| Jump Financial, LLC | 2,458 | $241.8K | 0.00% | −7,252−74.7% | Reduced |
| Keel Point, LLC | 2,458 | $241.9K | 0.02% | +134+5.8% | Added |
| Defiance ETFs, LLC | 2,459 | $241.9K | 0.00% | +2,459 | New |
| Flatrock Wealth Partners LLC | 2,459 | $242.0K | 0.11% | −68−2.7% | Reduced |
| NWF Advisory Services Inc. | 2,461 | $242.0K | 0.03% | −32−1.3% | Reduced |
| Sax Wealth Advisors, LLC | 2,446 | $242.7K | 0.01% | 00.0% | Unchanged |
| Evexia Wealth LLC | 2,381 | $242.9K | 0.07% | 00.0% | Unchanged |
| Coastline Trust Co | 2,473 | $243.3K | 0.02% | +233+10.4% | Added |
| Retirement Planning Co of New England, Inc. | 2,476 | $243.5K | 0.10% | +271+12.3% | Added |
| Narwhal Capital Management | 2,476 | $243.6K | 0.02% | +5+0.2% | Added |
| Quotient Wealth Partners, LLC | 2,482 | $244.2K | 0.01% | +290+13.2% | Added |
| Fukoku Mutual Life Insurance Co | 2,484 | $244.4K | 0.02% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 2,492 | $245.2K | 0.06% | +41+1.7% | Added |
| Wedmont Private Capital | 2,442 | $245.3K | 0.01% | +209+9.4% | Added |
| Optas, LLC | 2,496 | $245.6K | 0.04% | +114+4.8% | Added |
| Cannon Financial Strategists, Inc. | 2,498 | $245.8K | 0.03% | 00.0% | Unchanged |
| Trust Investment Advisors | 2,500 | $245.9K | 0.14% | 00.0% | Unchanged |
| Water Island Capital LLC | 2,520 | $247.9K | 0.03% | +2,520 | New |
| HFG Advisors, Inc. | 2,524 | $248.3K | 0.17% | +433+20.7% | Added |
| Future Financial Wealth Managment LLC | 2,400 | $248.6K | 0.16% | −2,700−52.9% | Reduced |
| Stonebrook Private Inc. | 2,532 | $249.1K | 0.05% | +2,532 | New |
| Jackson Thornton Asset Management, LLC | 2,459 | $250.1K | 0.02% | −2,048−45.4% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 2,545 | $250.4K | 0.05% | +2,545 | New |
| Leavell Investment Management, Inc. | 2,554 | $251.2K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,569 | $252.7K | 0.13% | +206+8.7% | Added |
| Simmons Bank | 2,577 | $253.5K | 0.02% | −106−4.0% | Reduced |
| Fiduciary Trust Co | 2,586 | $254.4K | 0.00% | −1,574−37.8% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,586 | $254.4K | 0.07% | +206+8.7% | Added |
| Redhawk Wealth Advisors, Inc. | 2,587 | $254.5K | 0.03% | −124−4.6% | Reduced |
| Ifrah Financial Services, Inc. | 2,591 | $254.9K | 0.07% | −288−10.0% | Reduced |
| DeDora Capital, Inc. | 2,604 | $256.1K | 0.06% | +202+8.4% | Added |
| Farrell Financial LLC | 2,604 | $256.2K | 0.15% | +2,604 | New |
| Southern Financial Group, LLC | 2,607 | $256.5K | 0.07% | +69+2.7% | Added |
| Compass Capital Corp | 2,567 | $256.5K | 0.09% | +45+1.8% | Added |
| Simon Quick Advisors, LLC | 2,622 | $258.0K | 0.01% | −2,765−51.3% | Reduced |
| CWS Financial Advisors, LLC | 2,625 | $258.2K | 0.07% | +10+0.4% | Added |
| Finley Financial, LLC | 2,626 | $258.3K | 0.12% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 2,630 | $258.7K | 0.04% | +15+0.6% | Added |
| GenTrust, LLC | 2,631 | $258.8K | 0.01% | −49−1.8% | Reduced |
| Ironsides Asset Advisors, LLC | 2,633 | $259.0K | 0.06% | +483+22.5% | Added |
| Enterprise Financial Services Corp | 2,636 | $259.3K | 0.13% | +36+1.4% | Added |
| Howard Capital Management Inc. | 2,641 | $259.8K | 0.00% | −12,211−82.2% | Reduced |
| Suncoast Equity Management | 2,652 | $260.9K | 0.03% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 2,654 | $261.1K | 0.06% | +595+28.9% | Added |
| Everhart Financial Group, Inc. | 2,658 | $261.5K | 0.02% | −56−2.1% | Reduced |
| Wealthquest Corp | 2,658 | $261.5K | 0.02% | +150+6.0% | Added |
| Vista Investment Partners II, LLC | 2,667 | $262.4K | 0.12% | +106+4.1% | Added |
| Traynor Capital Management, Inc. | 2,765 | $262.6K | 0.02% | −72−2.5% | Reduced |
| Investment House LLC | 2,675 | $263.2K | 0.01% | +50+1.9% | Added |
| Waterloo Capital, L.P. | 2,684 | $264.0K | 0.02% | +203+8.2% | Added |
| Dividend Assets Capital, LLC | 2,684 | $264.1K | 0.05% | +4+0.1% | Added |
| First Affirmative Financial Network | 2,688 | $264.5K | 0.10% | +2,688 | New |
| Mason & Associates, LLC | 2,690 | $264.6K | 0.06% | 00.0% | Unchanged |
| Evansbrook LLC | 2,690 | $264.6K | 0.18% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,690 | $264.6K | 0.01% | +2,690 | New |
| Morris Retirement Advisors, LLC | 2,692 | $264.8K | 0.11% | −53−1.9% | Reduced |