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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 5,162 | $507.8K | 0.05% | −90−1.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 5,152 | $506.9K | 0.04% | +730+16.5% | Added |
| Northcape Wealth Management, LLC | 5,105 | $502.2K | 0.14% | −10.0% | Reduced |
| Ar Asset Management Inc | 5,100 | $502.0K | 0.10% | 00.0% | Unchanged |
| Chicago Capital, LLC | 5,085 | $500.2K | 0.01% | +10.0% | Added |
| Orographic Financial Advisors, LLC | 5,079 | $499.0K | 0.35% | +5,079 | New |
| Griffin Asset Management, Inc. | 5,064 | $498.2K | 0.06% | −4,055−44.5% | Reduced |
| Fieldview Capital Management, LLC | 5,062 | $498.0K | 0.15% | +2,116+71.8% | Added |
| Tower Research Capital LLC (TRC) | 5,015 | $493.4K | 0.01% | −35,055−87.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 5,013 | $493.2K | 0.19% | −250−4.8% | Reduced |
| AlTi Global, Inc. | 5,010 | $492.8K | 0.01% | +6+0.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,004 | $492.3K | 0.14% | −2,996−37.5% | Reduced |
| Davis R M Inc | 5,000 | $491.9K | 0.01% | −200−3.8% | Reduced |
| Brio Consultants, LLC | 5,010 | $491.3K | 0.06% | −135−2.6% | Reduced |
| Oslo Pensjonsforsikring AS | 4,993 | $491.2K | 0.08% | +4,993 | New |
| CacheTech Inc. | 4,974 | $489.3K | 0.09% | +1,288+34.9% | Added |
| James J. Burns & Company, LLC | 4,970 | $489.0K | 0.07% | +4,970 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,935 | $485.2K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 4,925 | $484.5K | 0.12% | 00.0% | Unchanged |
| TSG Advice Partners, LLC | 4,921 | $484.2K | 0.07% | +105+2.2% | Added |
| Mayflower Financial Advisors, LLC | 4,917 | $483.7K | 0.06% | +477+10.7% | Added |
| Advisor OS, LLC | 4,914 | $483.5K | 0.04% | +47+1.0% | Added |
| Fulton Bank, N.A. | 4,912 | $483.2K | 0.02% | −1,953−28.4% | Reduced |
| HM Payson & Co | 4,893 | $481.4K | 0.01% | −436−8.2% | Reduced |
| LMG Wealth Partners, LLC | 4,858 | $478.0K | 0.09% | +59+1.2% | Added |
| Crestwood Advisors Group LLC | 4,857 | $477.8K | 0.01% | +598+14.0% | Added |
| Platform Technology Partners | 4,853 | $477.4K | 0.09% | +227+4.9% | Added |
| Sterneck Capital Management, LLC | 4,811 | $473.3K | 0.21% | −289−5.7% | Reduced |
| Fideuram Asset Management (Ireland) dac | 4,013 | $473.2K | 0.06% | −6,657−62.4% | Reduced |
| Opinicus Capital, Inc. | 4,809 | $473.1K | 0.33% | −538−10.1% | Reduced |
| Fortress Financial Group, LLC | 4,806 | $472.8K | 0.35% | −22−0.5% | Reduced |
| Climber Capital SA | 4,800 | $472.0K | 0.31% | +4,800 | New |
| Roble, Belko & Company, Inc | 4,792 | $471.0K | 0.06% | +312+7.0% | Added |
| R.H. Dinel Investment Counsel, Inc. | 4,775 | $469.8K | 0.38% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 4,773 | $469.6K | 0.20% | −248−4.9% | Reduced |
| Money Concepts Capital Corp | 4,766 | $468.9K | 0.03% | +2,055+75.8% | Added |
| Indivisible Partners | 4,755 | $467.7K | 0.04% | −2,465−34.1% | Reduced |
| Claro Advisors LLC | 4,743 | $466.6K | 0.06% | −115−2.4% | Reduced |
| Essential Partners LLC | 4,709 | $463.3K | 0.16% | −2,027−30.1% | Reduced |
| Sylvest Advisors, LLC | 4,706 | $462.9K | 0.25% | +416+9.7% | Added |
| Beacon Financial Advisory LLC | 4,697 | $462.1K | 0.10% | +5+0.1% | Added |
| Quantessence Capital LLC | 4,692 | $461.6K | 2.25% | +4,692 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,685 | $460.9K | 0.05% | +114+2.5% | Added |
| LS Investment Advisors, LLC | 4,675 | $459.9K | 0.07% | +1,400+42.7% | Added |
| TCG Advisory Services, LLC | 4,668 | $459.3K | 0.01% | +1,258+36.9% | Added |
| Cetera Trust Company, N.A | 4,668 | $459.2K | 0.26% | −65−1.4% | Reduced |
| PFC Capital Group, Inc. | 4,661 | $458.0K | 0.20% | −1,750−27.3% | Reduced |
| Nvest Financial, LLC | 4,653 | $457.8K | 0.17% | +12+0.3% | Added |
| Invesco, LLC | 4,642 | $456.7K | 0.16% | −40−0.9% | Reduced |
| Solitude Financial Services | 4,400 | $455.7K | 0.13% | −100−2.2% | Reduced |
| Kera Capital Partners, Inc. | 4,621 | $454.6K | 0.06% | −153−3.2% | Reduced |
| Archford Capital Strategies, LLC | 4,615 | $454.0K | 0.05% | +183+4.1% | Added |
| Burns Matteson Capital Management, LLC | 4,613 | $453.8K | 0.18% | +72+1.6% | Added |
| Silverlake Wealth Management LLC | 4,594 | $452.0K | 0.10% | +145+3.3% | Added |
| New Wave Wealth Advisors LLC | 4,590 | $451.6K | 0.16% | +541+13.4% | Added |
| Cohen Capital Management, Inc. | 4,585 | $451.1K | 0.07% | 00.0% | Unchanged |
| Capital Advisors Inc | 4,568 | $449.4K | 0.01% | +1,061+30.3% | Added |
| Aegis Wealth Management, Inc. | 4,549 | $447.5K | 0.35% | +20.0% | Added |
| Seelaus Asset Management LLC | 4,541 | $446.7K | 0.32% | +201+4.6% | Added |
| SkyOak Wealth, LLC | 4,536 | $446.3K | 0.08% | +33+0.7% | Added |
| Kentucky Trust Co | 4,528 | $445.5K | 0.23% | +375+9.0% | Added |
| Kathmere Capital Management, LLC | 4,500 | $442.7K | 0.03% | +1,130+33.5% | Added |
| Winthrop Advisory Group LLC | 4,484 | $441.1K | 0.04% | +58+1.3% | Added |
| Parkside Financial Bank & Trust | 4,483 | $441.0K | 0.03% | +757+20.3% | Added |
| WestHill Financial Advisors, Inc. | 4,468 | $439.6K | 0.08% | +20.0% | Added |
| Bangor Savings Bank | 4,454 | $438.2K | 0.04% | −751−14.4% | Reduced |
| Panagora Asset Management Inc | 4,450 | $437.8K | 0.00% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 4,421 | $434.9K | 0.14% | −304−6.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,412 | $434.0K | 0.09% | −258−5.5% | Reduced |
| Greenwich Wealth Management LLC | 4,398 | $433.0K | 0.02% | −564−11.4% | Reduced |
| Diligent Investors, LLC | 4,386 | $431.5K | 0.11% | −213−4.6% | Reduced |
| Lighthouse Financial Services Inc | 4,179 | $431.4K | 0.10% | −437−9.5% | Reduced |
| Caisse des Depots Et Consignations | 4,385 | $431.4K | 0.01% | +4,385 | New |
| Coordinated Financial Services, Inc. | 4,382 | $431.1K | 0.25% | −264−5.7% | Reduced |
| Central Trust Co | 4,378 | $430.7K | 0.01% | −360−7.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,428 | $430.2K | 0.01% | −34−0.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,370 | $429.9K | 0.01% | −4,245−49.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,364 | $429.3K | 0.10% | −459−9.5% | Reduced |
| Howland Capital Management LLC | 4,359 | $428.8K | 0.02% | −130−2.9% | Reduced |
| Virtue Capital Management, LLC | 4,516 | $428.8K | 0.07% | +231+5.4% | Added |
| Tannin Capital LLC | 4,341 | $427.1K | 0.31% | +2,024+87.4% | Added |
| Patrick M Sweeney & Associates, Inc | 4,337 | $426.7K | 0.27% | +10.0% | Added |
| Marks Group Wealth Management, Inc | 4,319 | $424.9K | 0.04% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 4,315 | $424.5K | 0.05% | +1,424+49.3% | Added |
| Avestar Capital, LLC | 4,305 | $423.5K | 0.03% | +2,185+103.1% | Added |
| SeaCrest Wealth Management, LLC | 4,274 | $420.5K | 0.04% | −813−16.0% | Reduced |
| CFS Investment Advisory Services, LLC | 3,950 | $420.4K | 0.03% | −106−2.6% | Reduced |
| Capital Performance Advisors LLP | 4,266 | $419.7K | 0.03% | −752−15.0% | 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 |
| BKD Wealth Advisors, LLC | 4,242 | $417.3K | 0.01% | −1,152−21.4% | Reduced |
| Diversified Trust Co | 4,238 | $416.9K | 0.01% | +736+21.0% | Added |
| JFS Wealth Advisors, LLC | 4,228 | $416.0K | 0.02% | +3+0.1% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 4,227 | $415.9K | 0.24% | +4,227 | New |
| Caerus Investment Advisors, LLC | 4,226 | $415.8K | 0.18% | −3,507−45.4% | Reduced |
| MBM Wealth Consultants, LLC | 4,211 | $414.3K | 0.10% | +301+7.7% | Added |
| CCG Wealth Management, LLC | 4,201 | $413.3K | 0.11% | +4,201 | New |
| Penserra Capital Management LLC | 4,210 | $413.0K | 0.00% | +132+3.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,193 | $412.5K | 0.27% | −842−16.7% | Reduced |
| Acorns Advisers, LLC | 4,190 | $412.0K | 0.00% | +326+8.4% | Added |