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 |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 3,330 | $327.7K | 0.05% | −400−10.7% | Reduced |
| Rexford Capital Inc | 3,339 | $328.5K | 0.23% | +195+6.2% | Added |
| Crestmont Private Wealth LLC | 3,348 | $329.4K | 0.10% | +3,348 | New |
| Cambria Investment Management, L.P. | 3,352 | $329.8K | 0.02% | +3,352 | New |
| Colonial River Wealth Management, LLC | 3,377 | $332.2K | 0.12% | −3,071−47.6% | Reduced |
| Tandem Wealth Advisors LLC | 3,388 | $333.3K | 0.15% | +3,388 | New |
| Symphony Financial, Ltd. Co. | 3,391 | $333.4K | 0.04% | +34+1.0% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,397 | $334.2K | 0.07% | +100+3.0% | Added |
| Westview Management dba Westview Investment Advisors | 3,400 | $334.5K | 0.17% | +800+30.8% | Added |
| FSB Premier Wealth Management, Inc. | 3,405 | $335.0K | 0.10% | +865+34.1% | Added |
| Rooted Wealth Advisors, Inc. | 3,134 | $335.6K | 0.09% | +232+8.0% | Added |
| LexAurum Advisors, LLC | 3,418 | $336.2K | 0.04% | +3,418 | New |
| Midland Wealth Advisors LLC | 3,430 | $337.4K | 0.02% | −483−12.3% | Reduced |
| Coastal Investment Advisors, Inc. | 3,440 | $338.4K | 0.12% | −385−10.1% | Reduced |
| NCM Capital Management, LLC | 3,449 | $339.3K | 0.12% | +7+0.2% | Added |
| Mechanics Bank Trust Department | 3,450 | $339.4K | 0.05% | −305−8.1% | Reduced |
| Wynn Capital, LLC | 3,452 | $339.7K | 0.17% | +257+8.0% | Added |
| Convergence Financial, LLC | 3,456 | $340.0K | 0.04% | +3,456 | New |
| Buttonwood Financial Advisors Inc. | 3,463 | $340.7K | 0.11% | −154−4.3% | Reduced |
| Checchi Capital Advisers, LLC | 3,467 | $341.1K | 0.02% | +928+36.5% | Added |
| City State Bank | 3,474 | $341.8K | 0.09% | −57−1.6% | Reduced |
| Strategic Investment Solutions, Inc. | 3,475 | $341.9K | 0.08% | +2+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,364 | $342.1K | 0.00% | +24+0.7% | Added |
| Northstar Financial Companies, Inc. | 3,482 | $342.6K | 0.27% | −32−0.9% | Reduced |
| Founders Financial Alliance, LLC | 3,483 | $342.7K | 0.06% | +493+16.5% | Added |
| Aurora Private Wealth, Inc. | 3,459 | $343.0K | 0.24% | 00.0% | Unchanged |
| rebel Financial LLC | 3,487 | $343.1K | 0.15% | +146+4.4% | Added |
| Wealth Advisory Solutions, LLC | 3,501 | $344.4K | 0.08% | −238−6.4% | Reduced |
| Family Legacy, Inc. | 3,504 | $344.7K | 0.10% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,532 | $347.5K | 0.03% | +358+11.3% | Added |
| Cornerstone Planning Group LLC | 3,545 | $347.6K | 0.05% | +3,087+674.0% | Added |
| Lansing Street Advisors | 3,539 | $348.2K | 0.09% | +50+1.4% | Added |
| Sym Financial Corp | 3,541 | $348.4K | 0.03% | −65−1.8% | Reduced |
| Tevis Investment Management | 3,546 | $348.9K | 0.20% | +3,546 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,565 | $350.7K | 0.01% | +1,164+48.5% | Added |
| StoneX Group Inc. | 3,569 | $350.7K | 0.02% | −8,889−71.4% | Reduced |
| Tyche Wealth Partners LLC | 3,566 | $350.8K | 0.05% | −164−4.4% | Reduced |
| Ares Financial Consulting, LLC | 3,583 | $350.9K | 0.28% | +200+5.9% | Added |
| Finward Bancorp | 3,570 | $351.2K | 0.28% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,575 | $351.7K | 0.00% | −300−7.7% | Reduced |
| Madrid Wealth Management, LLC | 3,591 | $353.3K | 0.27% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 3,598 | $354.0K | 0.05% | +744+26.1% | Added |
| ZEGA Investments, LLC | 3,603 | $354.5K | 0.07% | +61+1.7% | Added |
| Hilton Head Capital Partners, LLC | 3,612 | $355.3K | 0.20% | +303+9.2% | Added |
| Versant Capital Management, Inc | 3,626 | $356.7K | 0.04% | +254+7.5% | Added |
| Resonant Capital Advisors, LLC | 3,634 | $357.5K | 0.02% | −293−7.5% | Reduced |
| 1st Source Bank | 3,639 | $358.0K | 0.02% | −513−12.4% | Reduced |
| Ci Investments Inc. | 3,640 | $358.1K | 0.00% | −688−15.9% | Reduced |
| Castleview Partners, LLC | 3,641 | $358.2K | 0.18% | +525+16.8% | Added |
| Smith, Salley & Associates | 3,644 | $358.5K | 0.02% | +3,644 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 3,647 | $358.8K | 0.05% | +1,519+71.4% | Added |
| World Equity Group, Inc. | 3,654 | $359.4K | 0.09% | +1,126+44.5% | Added |
| Barr E S & Co | 3,655 | $359.6K | 0.02% | −62−1.7% | Reduced |
| Diamant Asset Management, Inc. | 360,071 | $360.1K | 0.26% | +357,011+11,667.0% | Added |
| Excelsior Advisor Network LLC | 3,666 | $360.7K | 0.14% | +594+19.3% | Added |
| Wolverine Asset Management LLC | 3,666 | $360.7K | 0.01% | +3,118+569.0% | Added |
| Vista Investment Partners LLC | 3,676 | $361.6K | 0.10% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 3,692 | $363.2K | 6.22% | −50−1.3% | Reduced |
| Aprio Wealth Management, LLC | 3,692 | $363.2K | 0.02% | +316+9.4% | Added |
| CRA Financial Services, LLC | 3,695 | $363.5K | 0.05% | −49−1.3% | Reduced |
| Cornerstone Wealth Group, LLC | 3,420 | $363.6K | 0.02% | +686+25.1% | Added |
| Xxi Wealth, LLC | 3,696 | $363.6K | 0.21% | +934+33.8% | Added |
| Thayer Partners, LLC | 3,702 | $364.2K | 0.17% | +135+3.8% | Added |
| Banco Santander, S.A. | 3,703 | $364.3K | 0.00% | −1,323−26.3% | Reduced |
| Azzad Asset Management Inc | 3,720 | $366.0K | 0.04% | +3,720 | New |
| RIA Advisory Group LLC | 3,723 | $366.2K | 0.09% | +46+1.3% | Added |
| Centerline Wealth Advisors, LLC | 3,736 | $367.6K | 0.13% | +10.0% | Added |
| Private Trust Co NA | 3,742 | $368.1K | 0.03% | −402−9.7% | Reduced |
| Summit Asset Management, LLC | 3,743 | $368.3K | 0.05% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 3,754 | $369.3K | 0.05% | −1,684−31.0% | Reduced |
| Frisch Financial Group, Inc. | 3,760 | $369.9K | 0.08% | +1,504+66.7% | Added |
| Durante & Waters, LLC | 3,764 | $370.3K | 0.27% | +2+0.1% | Added |
| Lodestone Wealth Management LLC | 3,805 | $374.4K | 0.15% | −5−0.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,814 | $375.2K | 0.33% | +30+0.8% | Added |
| Sterling Investment Counsel, LLC | 3,821 | $375.9K | 0.11% | +483+14.5% | Added |
| Intrust Bank NA | 3,822 | $376.0K | 0.03% | +1,375+56.2% | Added |
| Shakespeare Wealth Management, Inc. | 3,825 | $376.3K | 0.09% | −312−7.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 3,839 | $377.7K | 0.28% | −10−0.3% | Reduced |
| J. Derek Lewis & Associates Inc. | 3,848 | $378.6K | 0.09% | −1,137−22.8% | Reduced |
| Lake Hills Wealth Management, LLC | 3,849 | $378.7K | 0.21% | −1,328−25.7% | Reduced |
| Legacy Financial Independent Advisors LLC | 3,853 | $379.0K | 0.20% | +3,853 | New |
| Washington Trust Co | 3,855 | $379.3K | 0.01% | +634+19.7% | Added |
| Copley Financial Group, Inc. | 3,857 | $379.5K | 0.23% | −327−7.8% | Reduced |
| Encompass More Asset Management | 3,863 | $380.0K | 0.06% | +10+0.3% | Added |
| Finivi Inc. | 3,893 | $383.0K | 0.21% | +3,893 | New |
| LaSalle St. Investment Advisors, LLC | 3,895 | $383.3K | 0.05% | +1,794+85.4% | Added |
| Private Wealth Asset Management, LLC | 3,902 | $383.9K | 0.04% | −64−1.6% | Reduced |
| RWM Asset Management, LLC | 3,905 | $384.2K | 0.04% | 00.0% | Unchanged |
| Everpar Advisors LLC | 3,922 | $385.9K | 0.13% | −29−0.7% | Reduced |
| Juncture Wealth Strategies, LLC | 3,926 | $386.2K | 0.13% | +1,055+36.7% | Added |
| Formidable Asset Management, LLC | 3,912 | $388.0K | 0.06% | −97−2.4% | Reduced |
| Ingalls & Snyder LLC | 3,959 | $389.0K | 0.01% | +91+2.4% | Added |
| Peoples Financial Services Corp. | 3,957 | $389.3K | 0.18% | −73−1.8% | Reduced |
| First Nebraska Trust Co | 3,971 | $390.7K | 0.04% | +210+5.6% | Added |
| Inlet Private Wealth, LLC | 3,980 | $391.6K | 0.10% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 3,987 | $392.3K | 0.14% | −10−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 3,989 | $392.4K | 0.06% | +199+5.3% | Added |
| Howard Financial Services, Ltd. | 4,001 | $393.6K | 0.04% | +142+3.7% | Added |
| Adviser Investments LLC | 4,014 | $394.9K | 0.00% | +89+2.3% | Added |
| Secured Retirement Advisors, LLC | 4,019 | $395.4K | 0.22% | +454+12.7% | Added |