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 |
|---|---|---|---|---|---|
| TSG Advice Partners, LLC | 4,921 | $484.2K | 0.07% | +105+2.2% | Added |
| Monetary Management Group Inc | 4,925 | $484.5K | 0.12% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,935 | $485.2K | 0.02% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 4,970 | $489.0K | 0.07% | +4,970 | New |
| CacheTech Inc. | 4,974 | $489.3K | 0.09% | +1,288+34.9% | Added |
| Oslo Pensjonsforsikring AS | 4,993 | $491.2K | 0.08% | +4,993 | New |
| Brio Consultants, LLC | 5,010 | $491.3K | 0.06% | −135−2.6% | Reduced |
| Davis R M Inc | 5,000 | $491.9K | 0.01% | −200−3.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 5,004 | $492.3K | 0.14% | −2,996−37.5% | Reduced |
| AlTi Global, Inc. | 5,010 | $492.8K | 0.01% | +6+0.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 5,013 | $493.2K | 0.19% | −250−4.8% | Reduced |
| Tower Research Capital LLC (TRC) | 5,015 | $493.4K | 0.01% | −35,055−87.5% | Reduced |
| Fieldview Capital Management, LLC | 5,062 | $498.0K | 0.15% | +2,116+71.8% | Added |
| Griffin Asset Management, Inc. | 5,064 | $498.2K | 0.06% | −4,055−44.5% | Reduced |
| Orographic Financial Advisors, LLC | 5,079 | $499.0K | 0.35% | +5,079 | New |
| Chicago Capital, LLC | 5,085 | $500.2K | 0.01% | +10.0% | Added |
| Ar Asset Management Inc | 5,100 | $502.0K | 0.10% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 5,105 | $502.2K | 0.14% | −10.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 5,152 | $506.9K | 0.04% | +730+16.5% | Added |
| Institute for Wealth Management, LLC. | 5,162 | $507.8K | 0.05% | −90−1.7% | Reduced |
| Powers Advisory Group, LLC | 5,172 | $508.8K | 0.18% | +244+5.0% | Added |
| Hoxton Planning & Management, LLC | 5,226 | $514.1K | 0.15% | +645+14.1% | Added |
| Bannerstone Capital Management, LLC | 5,232 | $514.7K | 0.53% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 5,360 | $516.8K | 0.01% | +200+3.9% | Added |
| Sittner & Nelson, LLC | 5,265 | $518.0K | 0.19% | +1,125+27.2% | Added |
| J Hagan Capital, Inc. | 5,270 | $518.4K | 0.28% | +4+0.1% | Added |
| Parsons Capital Management Inc | 5,289 | $520.3K | 0.02% | +800+17.8% | Added |
| Berkshire Asset Management LLC | 5,317 | $523.1K | 0.02% | −2,329−30.5% | Reduced |
| Rare Wolf Capital LLC | 5,333 | $524.7K | 0.34% | +1,101+26.0% | Added |
| Collaborative Wealth Managment Inc. | 5,340 | $525.3K | 0.24% | −1,850−25.7% | Reduced |
| Womack Financial LLC | 5,343 | $525.6K | 0.39% | +56+1.1% | Added |
| Legacy Advisors, LLC | 5,343 | $525.7K | 0.06% | +107+2.0% | Added |
| Discipline Wealth Solutions, LLC | 5,355 | $526.8K | 0.06% | 00.0% | Unchanged |
| Archer Investment Corp | 5,355 | $526.8K | 0.11% | +34+0.6% | Added |
| U S Global Investors Inc | 5,357 | $527.0K | 0.06% | +1,984+58.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,365 | $527.8K | 0.18% | 00.0% | Unchanged |
| MBL Wealth, LLC | 5,371 | $528.4K | 0.04% | −5,362−50.0% | Reduced |
| Minot DeBlois Advisors LLC | 5,378 | $529.1K | 0.48% | +263+5.1% | Added |
| Principle Wealth Partners LLC | 5,391 | $530.3K | 0.03% | −100−1.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 5,393 | $530.6K | 0.08% | +406+8.1% | Added |
| Bowen Hanes & Co Inc | 5,395 | $530.8K | 0.01% | −1,245−18.8% | Reduced |
| Diversified Enterprises, LLC | 5,395 | $530.8K | 0.03% | +618+12.9% | Added |
| Charter Capital Management, LLC | 5,411 | $532.3K | 0.27% | +194+3.7% | Added |
| Krane Funds Advisors LLC | 5,489 | $532.5K | 0.02% | +584+11.9% | Added |
| Sig Brokerage, LP | 5,432 | $534.4K | 0.15% | +5,432 | New |
| Joel Isaacson & Co., LLC | 5,437 | $534.9K | 0.02% | −208−3.7% | Reduced |
| Stonebridge Financial Group, LLC | 5,437 | $534.9K | 0.04% | +905+20.0% | Added |
| Waddell & Associates, LLC | 5,442 | $535.4K | 0.03% | −552−9.2% | Reduced |
| Elevated Capital Advisors, LLC | 5,453 | $536.5K | 0.14% | +757+16.1% | Added |
| Kanawha Capital Management LLC | 5,464 | $537.5K | 0.04% | −100−1.8% | Reduced |
| Mainsail Financial Group, LLC | 5,468 | $537.9K | 0.22% | +5,468 | New |
| Lazard Asset Management LLC | 5,470 | $538.1K | 0.00% | −1,007−15.5% | Reduced |
| Bigelow Investment Advisors, LLC | 5,485 | $539.6K | 0.22% | −329−5.7% | Reduced |
| Silver Oak Securities, Inc | 5,500 | $541.1K | 0.04% | +126+2.3% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 5,525 | $543.6K | 0.24% | +2,371+75.2% | Added |
| Advisortrust Partners, LLC | 5,528 | $543.8K | 0.23% | +471+9.3% | Added |
| Clearwave Capital, LLC | 5,543 | $545.3K | 0.37% | −4−0.1% | Reduced |
| Odyssean, LLC | 5,554 | $546.4K | 0.20% | +5,554 | New |
| Sentinus, LLC | 7,509 | $547.2K | 0.05% | +1,880+33.4% | Added |
| State of Wyoming | 5,563 | $547.3K | 0.06% | +1,256+29.2% | Added |
| Taylor Financial Group, Inc. | 5,563 | $547.3K | 0.33% | +1,460+35.6% | Added |
| MCF Advisors LLC | 5,563 | $547.3K | 0.02% | −311−5.3% | Reduced |
| Harbour Trust & Investment Management Co | 5,578 | $548.8K | 0.06% | −200−3.5% | Reduced |
| Ronald Blue Trust, Inc. | 5,619 | $552.8K | 0.01% | +334+6.3% | Added |
| Transcend Wealth Collective, LLC | 5,619 | $552.8K | 0.04% | −183−3.2% | Reduced |
| Kercheville Advisors, LLC | 5,620 | $552.9K | 0.18% | +180+3.3% | Added |
| Capital International Sarl | 5,645 | $555.4K | 0.01% | +1,985+54.2% | Added |
| Darwin Advisors, LLC | 5,653 | $556.2K | 0.17% | +241+4.5% | Added |
| AMG National Trust Bank | 5,654 | $556.2K | 0.01% | +1,057+23.0% | Added |
| Jefferson Bridge Capital, LLC | 5,685 | $559.3K | 0.56% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 5,688 | $559.6K | 0.43% | +81+1.4% | Added |
| RK Capital Management, LLC | 5,700 | $560.8K | 1.29% | +5,700 | New |
| Equitable Trust Co | 5,709 | $561.7K | 0.03% | +1,734+43.6% | Added |
| King Luther Capital Management Corp | 5,718 | $562.5K | 0.00% | −1,069−15.8% | Reduced |
| Coyle Financial Counsel LLC | 5,723 | $563.0K | 0.12% | −390−6.4% | Reduced |
| Legacy Financial Advisors, Inc. | 5,723 | $563.1K | 0.08% | −73−1.3% | Reduced |
| Calamos Wealth Management LLC | 5,725 | $563.2K | 0.02% | +903+18.7% | Added |
| Alpha Omega Wealth Management LLC | 5,739 | $564.6K | 0.09% | −48−0.8% | Reduced |
| Headinvest, LLC | 5,786 | $569.2K | 0.12% | −137−2.3% | Reduced |
| KPP Advisory Services LLC | 5,838 | $574.4K | 0.08% | −4,814−45.2% | Reduced |
| North Star Asset Management Inc | 5,841 | $574.6K | 0.02% | −13−0.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 5,850 | $575.5K | 0.56% | −520−8.2% | Reduced |
| White Pine Capital LLC | 5,850 | $575.5K | 0.16% | +3,315+130.8% | Added |
| Strait & Sound Wealth Management LLC | 5,867 | $577.2K | 0.22% | −132−2.2% | Reduced |
| Evoke Wealth, LLC | 5,892 | $579.7K | 0.01% | −21−0.4% | Reduced |
| Forteris Wealth Management Inc. | 5,893 | $579.8K | 0.55% | +27+0.5% | Added |
| Armis Advisers, LLC | 5,928 | $583.6K | 0.06% | +554+10.3% | Added |
| Prosperity Consulting Group, LLC | 5,974 | $587.7K | 0.03% | −812−12.0% | Reduced |
| Catalyst Financial Partners LLC | 5,991 | $589.4K | 0.07% | +3,174+112.7% | Added |
| Tradewinds Capital Management, LLC | 6,000 | $590.3K | 0.12% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,830 | $592.9K | 0.07% | −199−3.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,052 | $595.4K | 0.05% | −185−3.0% | Reduced |
| Financial Solutions Advisory Group, Inc. | 6,078 | $598.0K | 0.08% | +6,078 | New |
| Herold Advisors, Inc. | 6,087 | $598.8K | 0.13% | +302+5.2% | Added |
| Arista Wealth Management, LLC | 6,087 | $598.8K | 0.07% | −1,976−24.5% | Reduced |
| Fiduciary Group LLC | 6,163 | $606.3K | 0.05% | −110−1.8% | Reduced |
| Frec Markets, Inc. | 6,185 | $608.5K | 0.10% | +2,807+83.1% | Added |
| Bartlett & Co. Wealth Management LLC | 6,319 | $608.5K | 0.01% | −167−2.6% | Reduced |
| Strategic Blueprint, LLC | 6,196 | $609.5K | 0.04% | −308−4.7% | Reduced |
| Ipsen Advisor Group LLC | 6,198 | $609.8K | 0.43% | +528+9.3% | Added |