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 |
|---|---|---|---|---|---|
| Northeast Investment Management | 2,695 | $265.1K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,461 | $265.2K | 0.04% | −14,499−85.5% | Reduced |
| waypoint wealth counsel | 2,709 | $266.5K | 0.14% | −1,932−41.6% | Reduced |
| Jacobs & Co | 2,727 | $268.0K | 0.03% | −485−15.1% | Reduced |
| Guardian Investment Management | 2,725 | $268.1K | 0.22% | +2,725 | New |
| Weatherly Asset Management L. P. | 2,728 | $268.4K | 0.02% | +28+1.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,729 | $268.5K | 0.00% | +2,729 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 2,734 | $269.0K | 0.22% | +2,734 | New |
| Palumbo Wealth Management LLC | 2,741 | $269.7K | 0.07% | −282−9.3% | Reduced |
| 1776 Wealth LLC | 2,753 | $270.8K | 0.11% | 00.0% | Unchanged |
| GSG Advisors LLC | 2,770 | $272.5K | 0.07% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 2,772 | $272.7K | 0.01% | −125−4.3% | Reduced |
| Alliance Wealth Advisors, LLC | 2,785 | $274.0K | 0.06% | −1,038−27.2% | Reduced |
| Patriot Investment Management Inc. | 2,792 | $274.6K | 0.02% | −80−2.8% | Reduced |
| Dana Investment Advisors, Inc. | 2,792 | $274.7K | 0.01% | +200+7.7% | Added |
| Alta Advisers Ltd | 2,794 | $274.9K | 0.10% | 00.0% | Unchanged |
| CogentBlue Wealth Advisors, LLC | 2,794 | $274.9K | 0.18% | +149+5.6% | Added |
| Ti-Trust, Inc | 2,794 | $274.9K | 0.16% | +250+9.8% | Added |
| MASTERINVEST Kapitalanlage GmbH | 2,796 | $275.1K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,808 | $276.3K | 0.05% | +245+9.6% | Added |
| First Financial Bankshares Inc | 2,813 | $276.7K | 0.01% | +328+13.2% | Added |
| Plancorp, LLC | 2,724 | $277.0K | 0.01% | +121+4.6% | Added |
| Patton Fund Management, Inc. | 2,838 | $279.2K | 0.05% | +2,838 | New |
| Generation Capital Management LLC | 2,847 | $280.1K | 0.20% | −62−2.1% | Reduced |
| Claris Financial LLC | 2,853 | $280.7K | 0.15% | +43+1.5% | Added |
| XTX Topco Ltd | 2,856 | $281.0K | 0.00% | −3,050−51.6% | Reduced |
| CVA Family Office, LLC | 2,860 | $281.4K | 0.03% | +297+11.6% | Added |
| First Financial Bank - Trust Division | 2,864 | $281.8K | 0.02% | −163−5.4% | Reduced |
| Barlow Wealth Partners, Inc. | 2,649 | $282.0K | 0.03% | +119+4.7% | Added |
| Argyle Capital Partners, LLC | 2,883 | $283.6K | 0.20% | +2,883 | New |
| Cahill Financial Advisors Inc | 2,898 | $285.1K | 0.03% | +3+0.1% | Added |
| S.A. Mason LLC | 2,901 | $285.4K | 0.11% | +7+0.2% | Added |
| Hardy Reed LLC | 2,904 | $285.7K | 0.02% | −20−0.7% | Reduced |
| Eagle Rock Investment Company, LLC | 2,908 | $286.1K | 0.04% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 2,919 | $287.2K | 0.08% | +51+1.8% | Added |
| Breakwater Capital Group | 2,921 | $287.4K | 0.04% | −153−5.0% | Reduced |
| Cardinal Point Capital Management, ULC | 2,925 | $287.8K | 0.02% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 2,931 | $288.4K | 0.14% | +37+1.3% | Added |
| CMH Wealth Management LLC | 2,935 | $288.7K | 0.05% | +2,935 | New |
| Adams Wealth Management | 2,940 | $289.2K | 0.06% | −746−20.2% | Reduced |
| apricus wealth, LLC | 2,947 | $289.9K | 0.14% | +169+6.1% | Added |
| FIL Ltd | 2,953 | $290.5K | 0.00% | −173,676−98.3% | Reduced |
| City Holding Co | 2,955 | $290.7K | 0.04% | −160−5.1% | Reduced |
| Weaver Consulting Group | 2,960 | $291.2K | 0.07% | +96+3.4% | Added |
| Aegis Wealth Management LLC | 2,963 | $291.5K | 0.17% | +128+4.5% | Added |
| Bingham Private Wealth, LLC | 2,967 | $291.9K | 0.23% | +2,967 | New |
| Transamerica Financial Advisors, Inc. | 2,975 | $292.8K | 0.02% | +1,407+89.7% | Added |
| City National Bank of Florida | 2,983 | $293.5K | 0.17% | +2,983 | New |
| Choice Wealth Advisors, LLC | 2,983 | $293.5K | 0.12% | +31+1.1% | Added |
| Verus Capital Partners, LLC | 2,988 | $294.0K | 0.02% | −199−6.2% | Reduced |
| MKT Advisors LLC | 3,013 | $294.0K | 0.10% | −14−0.5% | Reduced |
| Heartland Bank & Trust Co | 2,994 | $294.6K | 0.07% | +2,994 | New |
| Northwest Wealth Management, LLC | 2,996 | $294.7K | 0.04% | +42+1.4% | Added |
| Beech Hill Advisors, Inc. | 3,000 | $295.2K | 0.15% | +600+25.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 3,009 | $296.0K | 0.22% | +18+0.6% | Added |
| Wealth Alliance | 3,013 | $296.4K | 0.03% | +102+3.5% | Added |
| Successful Portfolios LLC | 3,065 | $296.5K | 0.16% | −327−9.6% | Reduced |
| Trilogy Capital Inc. | 3,048 | $299.9K | 0.01% | +764+33.5% | Added |
| Southland Equity Partners LLC | 3,049 | $300.0K | 0.06% | −165−5.1% | Reduced |
| American Alpha Advisors, LLC | 3,062 | $301.2K | 0.18% | +3,062 | New |
| Investment Planning Advisors, Inc. | 3,071 | $302.2K | 0.08% | +375+13.9% | Added |
| Morey & Quinn Wealth Partners, LLC | 3,075 | $302.5K | 0.22% | +10+0.3% | Added |
| Poinciana Advisors Group, LLC | 3,087 | $303.7K | 0.24% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 3,097 | $304.7K | 0.00% | +105+3.5% | Added |
| DGS Capital Management, LLC | 3,099 | $304.9K | 0.05% | +586+23.3% | Added |
| Wilson & Boucher Capital Management, LLC | 3,100 | $305.0K | 0.20% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 3,103 | $305.3K | 0.14% | +3,103 | New |
| Golden State Wealth Management, LLC | 3,107 | $305.8K | 0.03% | +493+18.9% | Added |
| MSH Capital Advisors LLC | 3,112 | $306.2K | 0.06% | +3,112 | New |
| Thrive Wealth Management, LLC | 3,112 | $306.2K | 0.05% | −653−17.3% | Reduced |
| Seamount Financial Group Inc | 3,125 | $307.4K | 0.14% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 3,127 | $307.6K | 0.10% | −16−0.5% | Reduced |
| MONECO Advisors, LLC | 3,134 | $308.3K | 0.02% | +272+9.5% | Added |
| Tempo Wealth, LLC | 3,149 | $309.8K | 0.05% | −86−2.7% | Reduced |
| Capital Markets Trading UK LLP | 3,147 | $310.0K | 0.28% | +3,147 | New |
| Premier Path Wealth Partners, LLC | 3,157 | $310.6K | 0.04% | +1,018+47.6% | Added |
| Vance Wealth, Inc. | 3,162 | $311.1K | 0.09% | +260+9.0% | Added |
| Meridian Wealth Advisors, LLC | 3,165 | $311.4K | 0.04% | +3,165 | New |
| Eagle Harbor Asset Management Inc | 3,172 | $312.1K | 0.27% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3,172 | $312.1K | 0.14% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 3,174 | $312.2K | 0.07% | +86+2.8% | Added |
| Pacific Sage Partners, LLC | 3,191 | $313.9K | 0.05% | −533−14.3% | Reduced |
| Silverleafe Capital Partners, LLC | 3,196 | $314.4K | 0.09% | +3,196 | New |
| Federated Hermes, Inc. | 3,197 | $314.5K | 0.00% | −67−2.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,200 | $314.8K | 0.16% | +200+6.7% | Added |
| WealthTrak Capital Management LLC | 3,204 | $315.2K | 0.23% | 00.0% | Unchanged |
| Readystate Asset Management LP | 3,212 | $316.0K | 0.02% | +3,212 | New |
| Pettyjohn, Wood & White, Inc | 3,213 | $316.1K | 0.05% | −433−11.9% | Reduced |
| Financial Engines Advisors L.L.C. | 3,214 | $316.2K | 0.00% | +41+1.3% | Added |
| GTS Securities LLC | 3,232 | $318.0K | 0.01% | −1,917−37.2% | Reduced |
| Atticus Wealth Management, LLC | 3,236 | $318.3K | 0.09% | −462−12.5% | Reduced |
| Wimmer Associates 1, LLC | 3,237 | $318.5K | 0.16% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,243 | $319.0K | 0.02% | +24+0.7% | Added |
| Smith Chas P & Associates Pa Cpas | 3,248 | $319.5K | 0.02% | +31+1.0% | Added |
| Moody National Bank Trust Division | 3,250 | $319.7K | 0.03% | +519+19.0% | Added |
| Tennessee Valley Asset Management Partners | 3,253 | $320.0K | 0.04% | +3,253 | New |
| Harbour Capital Advisors, LLC | 3,039 | $320.0K | 0.06% | +210+7.4% | Added |
| Winton Group Ltd | 3,275 | $322.2K | 0.01% | +971+42.1% | Added |
| Farmers Trust Co | 3,289 | $323.6K | 0.05% | +205+6.6% | Added |
| Conning Inc. | 3,311 | $325.7K | 0.01% | −426−11.4% | Reduced |