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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 8,018 | $788.8K | 0.05% | −596−6.9% | Reduced |
| Net Worth Advisory Group | 8,017 | $788.7K | 0.16% | −56−0.7% | Reduced |
| Mengis Capital Management, Inc. | 8,008 | $787.9K | 0.14% | −190−2.3% | Reduced |
| Westbourne Investments, Inc. | 8,004 | $787.4K | 0.37% | +128+1.6% | Added |
| Legacy Capital Wealth Partners, LLC | 7,991 | $786.2K | 0.16% | −676−7.8% | Reduced |
| Stevens Capital Management LP | 7,988 | $786.0K | 0.12% | +4,258+114.2% | Added |
| Journey Strategic Wealth LLC | 7,977 | $784.8K | 0.02% | +2,193+37.9% | Added |
| Fortis Advisors, LLC | 7,955 | $782.7K | 0.39% | +1,014+14.6% | Added |
| Aberdeen Wealth Management LLC | 7,929 | $780.0K | 0.36% | −32−0.4% | Reduced |
| TCM Advisors, LLC | – | $779.0K | 0.64% | – | – |
| Canandaigua National Trust Co of Florida | 7,906 | $777.8K | 0.62% | −4,082−34.1% | Reduced |
| Ethic Inc. | 7,896 | $776.8K | 0.01% | +381+5.1% | Added |
| Purkiss Capital Advisors LLC | 7,892 | $776.4K | 0.34% | +34+0.4% | Added |
| Keynote Financial Services LLC | 7,867 | $774.0K | 0.41% | −35−0.4% | Reduced |
| Carson Advisory Inc. | 7,846 | $771.8K | 0.40% | +281+3.7% | Added |
| Altus Wealth Group LLC | 7,839 | $771.2K | 0.32% | +104+1.3% | Added |
| Smartleaf Asset Management LLC | 8,118 | $770.8K | 0.03% | +520+6.8% | Added |
| SageView Advisory Group, LLC | 7,834 | $770.7K | 0.03% | −3,272−29.5% | Reduced |
| Mission Wealth Management, LP | 7,810 | $768.3K | 0.02% | −920−10.5% | Reduced |
| Eagle Bluffs Wealth Management LLC | 7,776 | $765.0K | 0.30% | +1,452+23.0% | Added |
| Balboa Wealth Partners | 7,757 | $763.1K | 0.13% | +887+12.9% | Added |
| Anchyra Partners LLC | 7,756 | $763.0K | 0.23% | +27+0.3% | Added |
| Forum Financial Management, LP | 7,707 | $758.2K | 0.01% | +493+6.8% | Added |
| Bridgewealth Advisory Group, LLC | 7,702 | $757.7K | 0.16% | −298−3.7% | Reduced |
| St. Johns Investment Management Company, LLC | 7,680 | $755.6K | 0.32% | +727+10.5% | Added |
| Atom Investors LP | 7,667 | $754.3K | 0.05% | +7,667 | New |
| King Wealth | 7,632 | $751.0K | 0.09% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 7,595 | $747.0K | 0.05% | −307−3.9% | Reduced |
| Wolff Financial Management LLC | 7,571 | $744.9K | 0.16% | +7+0.1% | Added |
| Eldridge Investment Advisors, Inc. | 7,571 | $744.8K | 0.16% | +7+0.1% | Added |
| Clark Capital Management Group, Inc. | 7,530 | $740.8K | 0.00% | −145−1.9% | Reduced |
| Belpointe Asset Management LLC | 7,521 | $740.0K | 0.03% | +523+7.5% | Added |
| Access Investment Management LLC | 7,480 | $735.9K | 0.20% | −1,020−12.0% | Reduced |
| Tred Avon Family Wealth, LLC | 7,426 | $730.6K | 0.24% | +508+7.3% | Added |
| TD Private Client Wealth LLC | 7,423 | $730.2K | 0.02% | +2,055+38.3% | Added |
| Clear Street Group Inc. | 7,408 | $728.8K | 0.00% | +1,437+24.1% | Added |
| Total Wealth Planning & Management, Inc. | 7,389 | $726.9K | 0.58% | +1,002+15.7% | Added |
| Sage Mountain Advisors LLC | 7,380 | $726.1K | 0.05% | −748−9.2% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 7,353 | $723.5K | 0.55% | −433−5.6% | Reduced |
| Corundum Group, Inc. | 7,347 | $722.8K | 0.24% | +7,347 | New |
| DRW Securities, LLC | 7,314 | $718.5K | 0.04% | +7,314 | New |
| Noble Family Wealth, LLC | 7,230 | $711.3K | 0.15% | −130−1.8% | Reduced |
| Phoenix Holdings Ltd. | 7,201 | $708.4K | 0.01% | +1,290+21.8% | Added |
| Corsicana & Co. | 6,421 | $706.2K | 0.45% | +3,901+154.8% | Added |
| Smithfield Trust Co | 7,154 | $705.0K | 0.03% | +5,200+266.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,145 | $703.0K | 0.05% | −296−4.0% | Reduced |
| Colonial Trust Advisors | 7,140 | $702.5K | 0.05% | −563−7.3% | Reduced |
| Syon Capital LLC | 7,140 | $702.5K | 0.04% | +698+10.8% | Added |
| Caldwell Sutter Capital, Inc. | 7,127 | $701.2K | 0.29% | +347+5.1% | Added |
| Thompson David Blair | 7,113 | $699.8K | 0.40% | +7,113 | New |
| Acorn Wealth Advisors, LLC | 7,087 | $697.2K | 0.20% | −47−0.7% | Reduced |
| Greenleaf Trust | 7,071 | $695.6K | 0.01% | +251+3.7% | Added |
| Trust Co of Virginia | 7,060 | $694.6K | 0.06% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,055 | $694.0K | 0.04% | +787+12.6% | Added |
| Continuum Advisory, LLC | 7,049 | $693.5K | 0.07% | +24+0.3% | Added |
| Forge Financial Services LLC | 7,038 | $692.4K | 0.07% | 00.0% | Unchanged |
| Larry Mathis Financial Planning, LLC | 7,034 | $692.0K | 0.62% | −228−3.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 7,022 | $690.8K | 0.07% | −963−12.1% | Reduced |
| LSV Asset Management | 7,000 | $689.0K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,988 | $687.5K | 0.08% | +427+6.5% | Added |
| Cigna Investments Inc | 6,984 | $687.0K | 0.11% | −93−1.3% | Reduced |
| Davis Investment Partners, LLC | 6,980 | $686.7K | 0.24% | −272−3.8% | Reduced |
| Perfromance Wealth Partners, LLC | 6,966 | $685.3K | 0.02% | +330+5.0% | Added |
| Advisors Management Group Inc | 6,970 | $685.0K | 0.12% | −1,923−21.6% | Reduced |
| Profund Advisors LLC | 6,947 | $683.4K | 0.03% | +276+4.1% | Added |
| Mitchell Sinkler & Starr | 6,921 | $680.9K | 0.31% | −77−1.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,900 | $678.8K | 0.01% | +150+2.2% | Added |
| Cora Capital Advisors LLC | 6,896 | $678.4K | 0.22% | +22+0.3% | Added |
| Wealthspire Advisors, LLC | 6,890 | $677.9K | 0.01% | −654−8.7% | Reduced |
| Forza Wealth Management, LLC | 6,880 | $676.9K | 0.24% | +308+4.7% | Added |
| Baxter Bros Inc | 6,858 | $674.7K | 0.08% | −240−3.4% | Reduced |
| Advance Capital Management, Inc. | 6,857 | $674.6K | 0.03% | +68+1.0% | Added |
| Boothbay Fund Management, LLC | 6,847 | $673.6K | 0.02% | +3,034+79.6% | Added |
| NBC Securities, Inc. | 6,827 | $671.7K | 0.05% | +632+10.2% | Added |
| Ameritas Investment Partners, Inc. | 6,826 | $671.6K | 0.02% | +10.0% | Added |
| IKE Capital, LLC | 6,795 | $668.5K | 0.38% | +6,795 | New |
| Two Sigma Securities, LLC | 6,792 | $668.2K | 0.08% | −3,140−31.6% | Reduced |
| SNS Financial Group, LLC | 6,787 | $667.7K | 0.06% | +17+0.3% | Added |
| Confluence Wealth Services, Inc. | 6,787 | $667.6K | 0.03% | +333+5.2% | Added |
| Fiscal Wisdom Wealth Management, LLC | 6,765 | $665.5K | 0.64% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 6,743 | $663.4K | 0.15% | +2,435+56.5% | Added |
| Galvin, Gaustad & Stein, LLC | 6,739 | $663.0K | 0.05% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,715 | $660.7K | 0.04% | −13,019−66.0% | Reduced |
| Revisor Wealth Management LLC | 6,701 | $659.3K | 0.18% | −759−10.2% | Reduced |
| Koss-Olinger Consulting, LLC | 6,695 | $658.6K | 0.06% | −557−7.7% | Reduced |
| Wealth Management Partners, LLC | 6,696 | $657.0K | 0.19% | +54+0.8% | Added |
| Gibbs Wealth Management | 6,667 | $655.9K | 0.09% | +2,943+79.0% | Added |
| AIMZ Investment Advisors, LLC | 6,650 | $654.2K | 0.20% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 6,643 | $653.5K | 0.25% | −3,456−34.2% | Reduced |
| VisionPoint Advisory Group, LLC | 6,634 | $652.7K | 0.12% | +11+0.2% | Added |
| Exeter Financial, LLC | 6,625 | $651.8K | 0.27% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 6,616 | $650.9K | 0.03% | −827−11.1% | Reduced |
| Denali Advisors LLC | 6,600 | $649.3K | 0.07% | −400−5.7% | Reduced |
| SummitTX Capital, L.P. | 6,573 | $646.7K | 0.02% | −85,463−92.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,520 | $641.4K | 0.01% | −2,083−24.2% | Reduced |
| Johnson Financial Group, Inc. | 6,517 | $641.1K | 0.02% | −487−7.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,514 | $640.8K | 0.09% | +4,078+167.4% | Added |
| Curbstone Financial Management Corp | 6,512 | $640.7K | 0.12% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 6,479 | $637.4K | 0.23% | +1,079+20.0% | Added |
| Global Trust Wealth Management LLC | 6,475 | $637.0K | 0.48% | +2,947+83.5% | Added |