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 |
|---|---|---|---|---|---|
| GSB Wealth Management, LLC | 6,465 | $636.1K | 0.14% | +5+0.1% | Added |
| Integrated Advisors Network LLC | 6,434 | $633.0K | 0.03% | −8,184−56.0% | Reduced |
| Absher Wealth Management, LLC | 6,401 | $629.7K | 0.07% | +269+4.4% | Added |
| Nations Financial Group Inc, | 6,382 | $627.9K | 0.03% | +656+11.5% | Added |
| Leo Wealth, LLC | 6,356 | $625.3K | 0.05% | −68−1.1% | Reduced |
| Acropolis Investment Management, LLC | 6,355 | $625.2K | 0.03% | +101+1.6% | Added |
| SOA Wealth Advisors, LLC. | 6,323 | $622.0K | 0.12% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 6,313 | $621.1K | 0.16% | −200−3.1% | Reduced |
| Groupama Asset Managment | 6,308 | $620.6K | 0.01% | +1,564+33.0% | Added |
| Quadcap Wealth Management, LLC | 6,304 | $620.1K | 0.07% | +1,227+24.2% | Added |
| Johnson Investment Counsel Inc | 6,291 | $618.9K | 0.01% | −2,266−26.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,268 | $616.6K | 0.03% | +3,157+101.5% | Added |
| Sharp Financial Services, LLC | 6,256 | $615.5K | 0.30% | +481+8.3% | Added |
| Legacy Capital Group California, Inc. | 6,247 | $614.6K | 0.23% | −687−9.9% | Reduced |
| Farmers National Bank | 6,243 | $614.2K | 0.14% | −784−11.2% | Reduced |
| Parcion Private Wealth LLC | 6,238 | $613.7K | 0.04% | −348−5.3% | Reduced |
| AssuredPartners Investment Advisors, LLC | 6,310 | $613.1K | 0.07% | −1,624−20.5% | Reduced |
| Taylor Hoffman Capital Management LLC | 6,213 | $611.2K | 0.19% | −1,115−15.2% | Reduced |
| Crescent Grove Advisors, LLC | 6,208 | $610.8K | 0.06% | −492−7.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,202 | $610.2K | 0.02% | −2,181−26.0% | Reduced |
| Ipsen Advisor Group LLC | 6,198 | $609.8K | 0.43% | +528+9.3% | Added |
| Strategic Blueprint, LLC | 6,196 | $609.5K | 0.04% | −308−4.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,319 | $608.5K | 0.01% | −167−2.6% | Reduced |
| Frec Markets, Inc. | 6,185 | $608.5K | 0.10% | +2,807+83.1% | Added |
| Fiduciary Group LLC | 6,163 | $606.3K | 0.05% | −110−1.8% | Reduced |
| Arista Wealth Management, LLC | 6,087 | $598.8K | 0.07% | −1,976−24.5% | Reduced |
| Herold Advisors, Inc. | 6,087 | $598.8K | 0.13% | +302+5.2% | Added |
| Financial Solutions Advisory Group, Inc. | 6,078 | $598.0K | 0.08% | +6,078 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,052 | $595.4K | 0.05% | −185−3.0% | Reduced |
| Accurate Wealth Management, LLC | 5,830 | $592.9K | 0.07% | −199−3.3% | Reduced |
| Tradewinds Capital Management, LLC | 6,000 | $590.3K | 0.12% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 5,991 | $589.4K | 0.07% | +3,174+112.7% | Added |
| Prosperity Consulting Group, LLC | 5,974 | $587.7K | 0.03% | −812−12.0% | Reduced |
| Armis Advisers, LLC | 5,928 | $583.6K | 0.06% | +554+10.3% | Added |
| Forteris Wealth Management Inc. | 5,893 | $579.8K | 0.55% | +27+0.5% | Added |
| Evoke Wealth, LLC | 5,892 | $579.7K | 0.01% | −21−0.4% | Reduced |
| Strait & Sound Wealth Management LLC | 5,867 | $577.2K | 0.22% | −132−2.2% | 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 |
| North Star Asset Management Inc | 5,841 | $574.6K | 0.02% | −13−0.2% | Reduced |
| KPP Advisory Services LLC | 5,838 | $574.4K | 0.08% | −4,814−45.2% | Reduced |
| Headinvest, LLC | 5,786 | $569.2K | 0.12% | −137−2.3% | Reduced |
| Alpha Omega Wealth Management LLC | 5,739 | $564.6K | 0.09% | −48−0.8% | Reduced |
| Calamos Wealth Management LLC | 5,725 | $563.2K | 0.02% | +903+18.7% | Added |
| Legacy Financial Advisors, Inc. | 5,723 | $563.1K | 0.08% | −73−1.3% | Reduced |
| Coyle Financial Counsel LLC | 5,723 | $563.0K | 0.12% | −390−6.4% | Reduced |
| King Luther Capital Management Corp | 5,718 | $562.5K | 0.00% | −1,069−15.8% | Reduced |
| Equitable Trust Co | 5,709 | $561.7K | 0.03% | +1,734+43.6% | Added |
| RK Capital Management, LLC | 5,700 | $560.8K | 1.29% | +5,700 | New |
| Richwood Investment Advisors, LLC | 5,688 | $559.6K | 0.43% | +81+1.4% | Added |
| Jefferson Bridge Capital, LLC | 5,685 | $559.3K | 0.56% | 00.0% | Unchanged |
| AMG National Trust Bank | 5,654 | $556.2K | 0.01% | +1,057+23.0% | Added |
| Darwin Advisors, LLC | 5,653 | $556.2K | 0.17% | +241+4.5% | Added |
| Capital International Sarl | 5,645 | $555.4K | 0.01% | +1,985+54.2% | Added |
| Kercheville Advisors, LLC | 5,620 | $552.9K | 0.18% | +180+3.3% | Added |
| Transcend Wealth Collective, LLC | 5,619 | $552.8K | 0.04% | −183−3.2% | Reduced |
| Ronald Blue Trust, Inc. | 5,619 | $552.8K | 0.01% | +334+6.3% | Added |
| Harbour Trust & Investment Management Co | 5,578 | $548.8K | 0.06% | −200−3.5% | Reduced |
| MCF Advisors LLC | 5,563 | $547.3K | 0.02% | −311−5.3% | Reduced |
| 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 |
| Sentinus, LLC | 7,509 | $547.2K | 0.05% | +1,880+33.4% | Added |
| Odyssean, LLC | 5,554 | $546.4K | 0.20% | +5,554 | New |
| Clearwave Capital, LLC | 5,543 | $545.3K | 0.37% | −4−0.1% | Reduced |
| Advisortrust Partners, LLC | 5,528 | $543.8K | 0.23% | +471+9.3% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 5,525 | $543.6K | 0.24% | +2,371+75.2% | Added |
| Silver Oak Securities, Inc | 5,500 | $541.1K | 0.04% | +126+2.3% | Added |
| Bigelow Investment Advisors, LLC | 5,485 | $539.6K | 0.22% | −329−5.7% | Reduced |
| Lazard Asset Management LLC | 5,470 | $538.1K | 0.00% | −1,007−15.5% | Reduced |
| Mainsail Financial Group, LLC | 5,468 | $537.9K | 0.22% | +5,468 | New |
| Kanawha Capital Management LLC | 5,464 | $537.5K | 0.04% | −100−1.8% | Reduced |
| Elevated Capital Advisors, LLC | 5,453 | $536.5K | 0.14% | +757+16.1% | Added |
| Waddell & Associates, LLC | 5,442 | $535.4K | 0.03% | −552−9.2% | Reduced |
| Stonebridge Financial Group, LLC | 5,437 | $534.9K | 0.04% | +905+20.0% | Added |
| Joel Isaacson & Co., LLC | 5,437 | $534.9K | 0.02% | −208−3.7% | Reduced |
| Sig Brokerage, LP | 5,432 | $534.4K | 0.15% | +5,432 | New |
| Krane Funds Advisors LLC | 5,489 | $532.5K | 0.02% | +584+11.9% | Added |
| Charter Capital Management, LLC | 5,411 | $532.3K | 0.27% | +194+3.7% | Added |
| Diversified Enterprises, LLC | 5,395 | $530.8K | 0.03% | +618+12.9% | Added |
| Bowen Hanes & Co Inc | 5,395 | $530.8K | 0.01% | −1,245−18.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 5,393 | $530.6K | 0.08% | +406+8.1% | Added |
| Principle Wealth Partners LLC | 5,391 | $530.3K | 0.03% | −100−1.8% | Reduced |
| Minot DeBlois Advisors LLC | 5,378 | $529.1K | 0.48% | +263+5.1% | Added |
| MBL Wealth, LLC | 5,371 | $528.4K | 0.04% | −5,362−50.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,365 | $527.8K | 0.18% | 00.0% | Unchanged |
| U S Global Investors Inc | 5,357 | $527.0K | 0.06% | +1,984+58.8% | Added |
| Archer Investment Corp | 5,355 | $526.8K | 0.11% | +34+0.6% | Added |
| Discipline Wealth Solutions, LLC | 5,355 | $526.8K | 0.06% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 5,343 | $525.7K | 0.06% | +107+2.0% | Added |
| Womack Financial LLC | 5,343 | $525.6K | 0.39% | +56+1.1% | Added |
| Collaborative Wealth Managment Inc. | 5,340 | $525.3K | 0.24% | −1,850−25.7% | Reduced |
| Rare Wolf Capital LLC | 5,333 | $524.7K | 0.34% | +1,101+26.0% | Added |
| Berkshire Asset Management LLC | 5,317 | $523.1K | 0.02% | −2,329−30.5% | Reduced |
| Parsons Capital Management Inc | 5,289 | $520.3K | 0.02% | +800+17.8% | Added |
| J Hagan Capital, Inc. | 5,270 | $518.4K | 0.28% | +4+0.1% | Added |
| Sittner & Nelson, LLC | 5,265 | $518.0K | 0.19% | +1,125+27.2% | Added |
| ABN AMRO Bank N.V. | 5,360 | $516.8K | 0.01% | +200+3.9% | Added |
| Bannerstone Capital Management, LLC | 5,232 | $514.7K | 0.53% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 5,226 | $514.1K | 0.15% | +645+14.1% | Added |
| Powers Advisory Group, LLC | 5,172 | $508.8K | 0.18% | +244+5.0% | Added |