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 |
|---|---|---|---|---|---|
| Rice Partnership, LLC | 10,439 | $1.03M | 0.14% | 00.0% | Unchanged |
| Lawood & Co | 10,435 | $1.03M | 0.95% | +1,571+17.7% | Added |
| Roberts Glore & Co Inc | 10,400 | $1.02M | 0.28% | −278−2.6% | Reduced |
| Voya Financial Advisors, Inc. | 10,760 | $1.02M | 0.10% | +587+5.8% | Added |
| Twin Lakes Capital Management, LLC | 10,360 | $1.02M | 0.46% | +91+0.9% | Added |
| LJI Wealth Management, LLC | 10,355 | $1.02M | 0.16% | −1,602−13.4% | Reduced |
| DV Trading LLC | 10,335 | $1.02M | 0.09% | +234+2.3% | Added |
| Bessemer Group Inc | 10,283 | $1.01M | 0.00% | +4,043+64.8% | Added |
| Texas Bank & Trust Co | 10,286 | $1.01M | 0.38% | +106+1.0% | Added |
| Promethium Advisors,llc | 10,240 | $1.01M | 0.52% | +8,215+405.7% | Added |
| New England Research & Management, Inc. | 10,215 | $1.00M | 0.42% | −395−3.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,282 | $1.00M | 0.34% | −1,181−11.3% | Reduced |
| InvesTrust | 10,200 | $1.00M | 0.42% | −442−4.2% | Reduced |
| Western Wealth Management, LLC | 10,199 | $1.00M | 0.04% | −10−0.1% | Reduced |
| Bauman Advisory Group, LLC | 10,189 | $1.00M | 0.70% | −11−0.1% | Reduced |
| Birch Hill Investment Advisors LLC | 10,155 | $999.0K | 0.04% | −1,355−11.8% | Reduced |
| Citizens Financial Group Inc | 10,136 | $997.2K | 0.01% | +489+5.1% | Added |
| Carnegie Lake Advisors LLC | 10,080 | $991.6K | 0.39% | −455−4.3% | Reduced |
| HF Advisory Group, LLC | 10,059 | $989.6K | 0.34% | −261−2.5% | Reduced |
| Investors Research Corp | 10,053 | $989.0K | 0.19% | +22+0.2% | Added |
| Hunter Associates Investment Management LLC | 10,028 | $989.0K | 0.13% | −412−3.9% | Reduced |
| Charter Research & Investment Group, Inc. | 10,043 | $988.1K | 0.66% | −12−0.1% | Reduced |
| PCB Capital LLC | 10,042 | $987.9K | 1.56% | −315−3.0% | Reduced |
| Autumn Glory Partners, LLC | 10,041 | $987.8K | 0.36% | +5,041+100.8% | Added |
| Kovack Advisors, Inc. | 10,073 | $987.4K | 0.05% | −6,891−40.6% | Reduced |
| Aull & Monroe Investment Management Corp | 10,030 | $986.8K | 0.46% | +180+1.8% | Added |
| Syntax Research, Inc. | 10,001 | $983.9K | 0.63% | −2,699−21.3% | Reduced |
| Aaron Wealth Advisors | 9,988 | $982.6K | 0.06% | +169+1.7% | Added |
| Laird Norton Trust Company, LLC | 9,986 | $982.5K | 0.02% | −1,752−14.9% | Reduced |
| Miller Investment Management, LP | 9,947 | $978.6K | 0.10% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 9,924 | $976.3K | 0.97% | −800−7.5% | Reduced |
| Montag A & Associates Inc | 9,899 | $973.9K | 0.05% | 00.0% | Unchanged |
| Financial Consulate, Inc | 9,887 | $972.7K | 0.12% | +46+0.5% | Added |
| Ted Buchan & Co | 9,848 | $968.8K | 0.35% | −1,129−10.3% | Reduced |
| Copia Wealth Management | 9,846 | $968.6K | 0.67% | 00.0% | Unchanged |
| Asset One Wealth Management LLC | 9,102 | $967.6K | 0.11% | +9,102 | New |
| Twin City Private Wealth, LLC | 9,784 | $962.5K | 0.73% | −114−1.2% | Reduced |
| Mattson Financial Services, LLC | 9,717 | $956.0K | 0.23% | −736−7.0% | Reduced |
| Essex Financial Services, Inc. | 9,711 | $955.3K | 0.05% | −287−2.9% | Reduced |
| Keystone Financial Group | 9,515 | $953.7K | 0.07% | −360−3.6% | Reduced |
| Evergreen Capital Management LLC | 9,609 | $945.3K | 0.02% | −11,939−55.4% | Reduced |
| Martingale Asset Management L P | 9,551 | $939.6K | 0.02% | +6,985+272.2% | Added |
| Modern Wealth Management, LLC | 9,592 | $939.1K | 0.02% | +335+3.6% | Added |
| Millennium Capital Advisors, LLC | 9,545 | $939.0K | 0.58% | +337+3.7% | Added |
| Bridgewater Associates, LP | 9,492 | $933.8K | 0.00% | −29,015−75.3% | Reduced |
| ForthRight Wealth Management, LLC | 9,442 | $928.9K | 0.26% | 00.0% | Unchanged |
| First National Advisers, LLC | 9,416 | $926.3K | 0.14% | −850−8.3% | Reduced |
| Southeast Asset Advisors Inc. | 9,400 | $924.8K | 0.10% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 9,398 | $924.6K | 0.28% | −2,664−22.1% | Reduced |
| GoalVest Advisory LLC | 9,332 | $918.1K | 0.18% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 9,330 | $917.9K | 0.11% | −1,541−14.2% | Reduced |
| Acadian Asset Management LLC | 9,298 | $914.0K | 0.00% | −5,540−37.3% | Reduced |
| 49 Wealth Management, LLC | 9,270 | $912.0K | 0.07% | +3,628+64.3% | Added |
| Keudell/Morrison Wealth Management | 9,237 | $908.7K | 0.19% | +3,851+71.5% | Added |
| SBI Securities Co., Ltd. | 9,231 | $908.1K | 0.03% | +2,170+30.7% | Added |
| Boston Private Wealth LLC | 9,208 | $905.9K | 0.06% | +2,347+34.2% | Added |
| Portland Investment Counsel Inc. | 9,100 | $895.3K | 0.29% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 9,414 | $893.9K | 0.01% | −202,975−95.6% | Reduced |
| CX Institutional | 9,065 | $892.0K | 0.03% | −734−7.5% | Reduced |
| Detalus Advisors, LLC | 9,041 | $889.4K | 0.20% | +1,063+13.3% | Added |
| Marex Group plc | 9,024 | $887.8K | 0.01% | −3,808−29.7% | Reduced |
| Focus Financial Network, Inc. | 9,007 | $886.1K | 0.03% | +816+10.0% | Added |
| Garner Asset Management Corp | 8,979 | $883.4K | 0.35% | +520+6.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 8,964 | $881.9K | 0.04% | +8,964 | New |
| United Community Bank | 8,951 | $880.6K | 0.29% | +1,263+16.4% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 8,918 | $877.4K | 0.00% | +8,918 | New |
| Abel Hall, LLC | 8,914 | $877.0K | 0.19% | +1,362+18.0% | Added |
| Perbak Capital Partners LLP | 8,911 | $876.7K | 0.22% | +1,961+28.2% | Added |
| Redwood Investment Management, LLC | 8,853 | $871.0K | 0.11% | −863−8.9% | Reduced |
| Studio Investment Management LLC | 8,853 | $871.0K | 0.16% | +94+1.1% | Added |
| Elgethun Capital Management | 8,851 | $870.8K | 0.14% | +2,369+36.5% | Added |
| VCI Wealth Management LLC | 8,804 | $866.1K | 0.24% | −3,689−29.5% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 8,777 | $863.0K | 0.26% | −638−6.8% | Reduced |
| Amplius Wealth Advisors, LLC | 8,770 | $862.8K | 0.07% | +37+0.4% | Added |
| Chiron Capital Management, LLC | 8,728 | $858.7K | 0.88% | +8,728 | New |
| denkapparat Operations GmbH | 8,716 | $857.5K | 0.35% | +8,716 | New |
| LaFleur & Godfrey LLC | 8,683 | $854.2K | 0.11% | +993+12.9% | Added |
| Mesirow Financial Investment Management, Inc. | 8,683 | $854.2K | 0.01% | +798+10.1% | Added |
| National Asset Management, Inc. | 8,992 | $853.8K | 0.06% | −4,805−34.8% | Reduced |
| Plimoth Trust Co LLC | 8,642 | $850.2K | 0.19% | −682−7.3% | Reduced |
| Pinnacle West Asset Management, Inc. | 8,635 | $850.0K | 0.58% | +25+0.3% | Added |
| Axxcess Wealth Management, LLC | 8,624 | $848.4K | 0.03% | −5,850−40.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 8,583 | $844.5K | 0.09% | −493−5.4% | Reduced |
| Drucker Wealth 3.0, LLC | 8,534 | $839.6K | 0.15% | −51−0.6% | Reduced |
| Kondo Wealth Advisors, Inc. | 8,483 | $834.6K | 0.31% | +40.0% | Added |
| Goldstone Financial Group, LLC | 8,467 | $833.0K | 0.09% | +10.0% | Added |
| Insigneo Advisory Services, LLC | 8,393 | $825.7K | 0.06% | +1,068+14.6% | Added |
| Vaughan & Co Securities, Inc. | 8,388 | $825.2K | 0.43% | −465−5.3% | Reduced |
| Emerald Advisors, LLC | 8,381 | $824.6K | 0.10% | +308+3.8% | Added |
| Colonial Trust Co | 8,354 | $821.9K | 0.11% | −1,800−17.7% | Reduced |
| Harrington Investments, INC | 8,304 | $816.9K | 0.43% | +675+8.8% | Added |
| Brown, Lisle/Cummings, Inc. | 8,296 | $816.2K | 0.20% | −194−2.3% | Reduced |
| Shum Financial Group, Inc. | 8,269 | $813.5K | 0.58% | +277+3.5% | Added |
| Regal Investment Advisors LLC | 8,256 | $812.2K | 0.05% | +578+7.5% | Added |
| Fort Washington Investment Advisors Inc | 8,192 | $805.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8,159 | $802.7K | 0.03% | −1,535−15.8% | Reduced |
| Dakota Wealth Management | 8,156 | $802.3K | 0.02% | −1,985−19.6% | Reduced |
| Applied Capital LLC | 8,123 | $799.1K | 0.58% | −430−5.0% | Reduced |
| Nicolet Bankshares Inc | 8,120 | $797.3K | 0.03% | +8,120 | New |
| Diversify Advisory Services, LLC | 7,403 | $789.2K | 0.12% | −5,558−42.9% | Reduced |