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 |
|---|---|---|---|---|---|
| BlueSky Wealth Advisors, LLC | 4,022 | $395.6K | 0.05% | −191−4.5% | Reduced |
| Sar Wealth Management Group, LLC | 4,027 | $396.2K | 0.22% | +367+10.0% | Added |
| Golden State Equity Partners | 4,030 | $396.5K | 0.03% | +1,695+72.6% | Added |
| L2 Asset Management, LLC | 4,032 | $396.6K | 0.04% | +272+7.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,033 | $396.8K | 0.02% | −1,225−23.3% | Reduced |
| Pitcairn Wealth Advisors LLC | 4,008 | $397.6K | 0.04% | −8,148−67.0% | Reduced |
| New Republic Capital, LLC | 4,041 | $397.6K | 0.13% | +4,041 | New |
| Kiley Juergens Wealth Management, LLC | 4,043 | $397.8K | 0.07% | +4,043 | New |
| VeraBank, N.A. | 4,044 | $397.8K | 0.07% | 00.0% | Unchanged |
| Bollard Group LLC | 4,051 | $398.0K | 0.01% | +58+1.5% | Added |
| Clarity Financial LLC | 4,053 | $398.8K | 0.04% | +4,053 | New |
| GeoWealth Management, LLC | 4,064 | $399.8K | 0.01% | +460+12.8% | Added |
| Kennedy Investment Group | 4,066 | $400.0K | 0.16% | −186−4.4% | Reduced |
| Cadent Capital Advisors, LLC | 4,095 | $402.8K | 0.11% | +37+0.9% | Added |
| RDA Financial Network | 4,124 | $405.7K | 0.10% | +97+2.4% | Added |
| Lewis Asset Management, LLC | 4,144 | $407.7K | 0.17% | +374+9.9% | Added |
| Brown Financial Advisors | 4,154 | $408.7K | 0.15% | −811−16.3% | Reduced |
| Annex Advisory Services, LLC | 4,157 | $408.9K | 0.01% | +345+9.1% | Added |
| CWA Asset Management Group, LLC | 4,158 | $409.1K | 0.01% | +326+8.5% | Added |
| Lifeworks Advisors, LLC | 4,160 | $409.2K | 0.05% | +192+4.8% | Added |
| Acorns Advisers, LLC | 4,190 | $412.0K | 0.00% | +326+8.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,193 | $412.5K | 0.27% | −842−16.7% | Reduced |
| Penserra Capital Management LLC | 4,210 | $413.0K | 0.00% | +132+3.2% | Added |
| CCG Wealth Management, LLC | 4,201 | $413.3K | 0.11% | +4,201 | New |
| MBM Wealth Consultants, LLC | 4,211 | $414.3K | 0.10% | +301+7.7% | Added |
| Caerus Investment Advisors, LLC | 4,226 | $415.8K | 0.18% | −3,507−45.4% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 4,227 | $415.9K | 0.24% | +4,227 | New |
| JFS Wealth Advisors, LLC | 4,228 | $416.0K | 0.02% | +3+0.1% | Added |
| Diversified Trust Co | 4,238 | $416.9K | 0.01% | +736+21.0% | Added |
| BKD Wealth Advisors, LLC | 4,242 | $417.3K | 0.01% | −1,152−21.4% | Reduced |
| Azimuth Capital Investment Management LLC | 4,250 | $418.1K | 0.02% | −150−3.4% | Reduced |
| Oakland Financial Corp | 4,250 | $418.1K | 6.60% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 4,266 | $419.7K | 0.03% | −752−15.0% | Reduced |
| CFS Investment Advisory Services, LLC | 3,950 | $420.4K | 0.03% | −106−2.6% | Reduced |
| SeaCrest Wealth Management, LLC | 4,274 | $420.5K | 0.04% | −813−16.0% | Reduced |
| Avestar Capital, LLC | 4,305 | $423.5K | 0.03% | +2,185+103.1% | Added |
| One Wealth Advisors, LLC | 4,315 | $424.5K | 0.05% | +1,424+49.3% | Added |
| Marks Group Wealth Management, Inc | 4,319 | $424.9K | 0.04% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 4,337 | $426.7K | 0.27% | +10.0% | Added |
| Tannin Capital LLC | 4,341 | $427.1K | 0.31% | +2,024+87.4% | Added |
| Virtue Capital Management, LLC | 4,516 | $428.8K | 0.07% | +231+5.4% | Added |
| Howland Capital Management LLC | 4,359 | $428.8K | 0.02% | −130−2.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,364 | $429.3K | 0.10% | −459−9.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,370 | $429.9K | 0.01% | −4,245−49.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,428 | $430.2K | 0.01% | −34−0.8% | Reduced |
| Central Trust Co | 4,378 | $430.7K | 0.01% | −360−7.6% | Reduced |
| Coordinated Financial Services, Inc. | 4,382 | $431.1K | 0.25% | −264−5.7% | Reduced |
| Caisse des Depots Et Consignations | 4,385 | $431.4K | 0.01% | +4,385 | New |
| Lighthouse Financial Services Inc | 4,179 | $431.4K | 0.10% | −437−9.5% | Reduced |
| Diligent Investors, LLC | 4,386 | $431.5K | 0.11% | −213−4.6% | Reduced |
| Greenwich Wealth Management LLC | 4,398 | $433.0K | 0.02% | −564−11.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,412 | $434.0K | 0.09% | −258−5.5% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,421 | $434.9K | 0.14% | −304−6.4% | Reduced |
| Panagora Asset Management Inc | 4,450 | $437.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 4,454 | $438.2K | 0.04% | −751−14.4% | Reduced |
| WestHill Financial Advisors, Inc. | 4,468 | $439.6K | 0.08% | +20.0% | Added |
| Parkside Financial Bank & Trust | 4,483 | $441.0K | 0.03% | +757+20.3% | Added |
| Winthrop Advisory Group LLC | 4,484 | $441.1K | 0.04% | +58+1.3% | Added |
| Kathmere Capital Management, LLC | 4,500 | $442.7K | 0.03% | +1,130+33.5% | Added |
| Kentucky Trust Co | 4,528 | $445.5K | 0.23% | +375+9.0% | Added |
| SkyOak Wealth, LLC | 4,536 | $446.3K | 0.08% | +33+0.7% | Added |
| Seelaus Asset Management LLC | 4,541 | $446.7K | 0.32% | +201+4.6% | Added |
| Aegis Wealth Management, Inc. | 4,549 | $447.5K | 0.35% | +20.0% | Added |
| Capital Advisors Inc | 4,568 | $449.4K | 0.01% | +1,061+30.3% | Added |
| Cohen Capital Management, Inc. | 4,585 | $451.1K | 0.07% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 4,590 | $451.6K | 0.16% | +541+13.4% | Added |
| Silverlake Wealth Management LLC | 4,594 | $452.0K | 0.10% | +145+3.3% | Added |
| Burns Matteson Capital Management, LLC | 4,613 | $453.8K | 0.18% | +72+1.6% | Added |
| Archford Capital Strategies, LLC | 4,615 | $454.0K | 0.05% | +183+4.1% | Added |
| Kera Capital Partners, Inc. | 4,621 | $454.6K | 0.06% | −153−3.2% | Reduced |
| Solitude Financial Services | 4,400 | $455.7K | 0.13% | −100−2.2% | Reduced |
| Invesco, LLC | 4,642 | $456.7K | 0.16% | −40−0.9% | Reduced |
| Nvest Financial, LLC | 4,653 | $457.8K | 0.17% | +12+0.3% | Added |
| PFC Capital Group, Inc. | 4,661 | $458.0K | 0.20% | −1,750−27.3% | Reduced |
| Cetera Trust Company, N.A | 4,668 | $459.2K | 0.26% | −65−1.4% | Reduced |
| TCG Advisory Services, LLC | 4,668 | $459.3K | 0.01% | +1,258+36.9% | Added |
| LS Investment Advisors, LLC | 4,675 | $459.9K | 0.07% | +1,400+42.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,685 | $460.9K | 0.05% | +114+2.5% | Added |
| Quantessence Capital LLC | 4,692 | $461.6K | 2.25% | +4,692 | New |
| Beacon Financial Advisory LLC | 4,697 | $462.1K | 0.10% | +5+0.1% | Added |
| Sylvest Advisors, LLC | 4,706 | $462.9K | 0.25% | +416+9.7% | Added |
| Essential Partners LLC | 4,709 | $463.3K | 0.16% | −2,027−30.1% | Reduced |
| Claro Advisors LLC | 4,743 | $466.6K | 0.06% | −115−2.4% | Reduced |
| Indivisible Partners | 4,755 | $467.7K | 0.04% | −2,465−34.1% | Reduced |
| Money Concepts Capital Corp | 4,766 | $468.9K | 0.03% | +2,055+75.8% | Added |
| Johnson & White Wealth Management, LLC | 4,773 | $469.6K | 0.20% | −248−4.9% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 4,775 | $469.8K | 0.38% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4,792 | $471.0K | 0.06% | +312+7.0% | Added |
| Climber Capital SA | 4,800 | $472.0K | 0.31% | +4,800 | New |
| Fortress Financial Group, LLC | 4,806 | $472.8K | 0.35% | −22−0.5% | Reduced |
| Opinicus Capital, Inc. | 4,809 | $473.1K | 0.33% | −538−10.1% | Reduced |
| Fideuram Asset Management (Ireland) dac | 4,013 | $473.2K | 0.06% | −6,657−62.4% | Reduced |
| Sterneck Capital Management, LLC | 4,811 | $473.3K | 0.21% | −289−5.7% | Reduced |
| Platform Technology Partners | 4,853 | $477.4K | 0.09% | +227+4.9% | Added |
| Crestwood Advisors Group LLC | 4,857 | $477.8K | 0.01% | +598+14.0% | Added |
| LMG Wealth Partners, LLC | 4,858 | $478.0K | 0.09% | +59+1.2% | Added |
| HM Payson & Co | 4,893 | $481.4K | 0.01% | −436−8.2% | Reduced |
| Fulton Bank, N.A. | 4,912 | $483.2K | 0.02% | −1,953−28.4% | Reduced |
| Advisor OS, LLC | 4,914 | $483.5K | 0.04% | +47+1.0% | Added |
| Mayflower Financial Advisors, LLC | 4,917 | $483.7K | 0.06% | +477+10.7% | Added |