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 |
|---|---|---|---|---|---|
| Lifeworks Advisors, LLC | 4,160 | $409.2K | 0.05% | +192+4.8% | Added |
| CWA Asset Management Group, LLC | 4,158 | $409.1K | 0.01% | +326+8.5% | Added |
| Annex Advisory Services, LLC | 4,157 | $408.9K | 0.01% | +345+9.1% | Added |
| Brown Financial Advisors | 4,154 | $408.7K | 0.15% | −811−16.3% | Reduced |
| Lewis Asset Management, LLC | 4,144 | $407.7K | 0.17% | +374+9.9% | Added |
| RDA Financial Network | 4,124 | $405.7K | 0.10% | +97+2.4% | Added |
| Cadent Capital Advisors, LLC | 4,095 | $402.8K | 0.11% | +37+0.9% | Added |
| Kennedy Investment Group | 4,066 | $400.0K | 0.16% | −186−4.4% | Reduced |
| GeoWealth Management, LLC | 4,064 | $399.8K | 0.01% | +460+12.8% | Added |
| Clarity Financial LLC | 4,053 | $398.8K | 0.04% | +4,053 | New |
| Bollard Group LLC | 4,051 | $398.0K | 0.01% | +58+1.5% | Added |
| VeraBank, N.A. | 4,044 | $397.8K | 0.07% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 4,043 | $397.8K | 0.07% | +4,043 | New |
| New Republic Capital, LLC | 4,041 | $397.6K | 0.13% | +4,041 | New |
| Pitcairn Wealth Advisors LLC | 4,008 | $397.6K | 0.04% | −8,148−67.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,033 | $396.8K | 0.02% | −1,225−23.3% | Reduced |
| L2 Asset Management, LLC | 4,032 | $396.6K | 0.04% | +272+7.2% | Added |
| Golden State Equity Partners | 4,030 | $396.5K | 0.03% | +1,695+72.6% | Added |
| Sar Wealth Management Group, LLC | 4,027 | $396.2K | 0.22% | +367+10.0% | Added |
| BlueSky Wealth Advisors, LLC | 4,022 | $395.6K | 0.05% | −191−4.5% | Reduced |
| Secured Retirement Advisors, LLC | 4,019 | $395.4K | 0.22% | +454+12.7% | Added |
| Adviser Investments LLC | 4,014 | $394.9K | 0.00% | +89+2.3% | Added |
| Howard Financial Services, Ltd. | 4,001 | $393.6K | 0.04% | +142+3.7% | Added |
| Personal Cfo Solutions, LLC | 3,989 | $392.4K | 0.06% | +199+5.3% | Added |
| Allred Capital Management, LLC | 3,987 | $392.3K | 0.14% | −10−0.3% | Reduced |
| Inlet Private Wealth, LLC | 3,980 | $391.6K | 0.10% | 00.0% | Unchanged |
| First Nebraska Trust Co | 3,971 | $390.7K | 0.04% | +210+5.6% | Added |
| Peoples Financial Services Corp. | 3,957 | $389.3K | 0.18% | −73−1.8% | Reduced |
| Ingalls & Snyder LLC | 3,959 | $389.0K | 0.01% | +91+2.4% | Added |
| Formidable Asset Management, LLC | 3,912 | $388.0K | 0.06% | −97−2.4% | Reduced |
| Juncture Wealth Strategies, LLC | 3,926 | $386.2K | 0.13% | +1,055+36.7% | Added |
| Everpar Advisors LLC | 3,922 | $385.9K | 0.13% | −29−0.7% | Reduced |
| RWM Asset Management, LLC | 3,905 | $384.2K | 0.04% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3,902 | $383.9K | 0.04% | −64−1.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,895 | $383.3K | 0.05% | +1,794+85.4% | Added |
| Finivi Inc. | 3,893 | $383.0K | 0.21% | +3,893 | New |
| Encompass More Asset Management | 3,863 | $380.0K | 0.06% | +10+0.3% | Added |
| Copley Financial Group, Inc. | 3,857 | $379.5K | 0.23% | −327−7.8% | Reduced |
| Washington Trust Co | 3,855 | $379.3K | 0.01% | +634+19.7% | Added |
| Legacy Financial Independent Advisors LLC | 3,853 | $379.0K | 0.20% | +3,853 | New |
| Lake Hills Wealth Management, LLC | 3,849 | $378.7K | 0.21% | −1,328−25.7% | Reduced |
| J. Derek Lewis & Associates Inc. | 3,848 | $378.6K | 0.09% | −1,137−22.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 3,839 | $377.7K | 0.28% | −10−0.3% | Reduced |
| Shakespeare Wealth Management, Inc. | 3,825 | $376.3K | 0.09% | −312−7.5% | Reduced |
| Intrust Bank NA | 3,822 | $376.0K | 0.03% | +1,375+56.2% | Added |
| Sterling Investment Counsel, LLC | 3,821 | $375.9K | 0.11% | +483+14.5% | Added |
| MeadowBrook Investment Advisors LLC | 3,814 | $375.2K | 0.33% | +30+0.8% | Added |
| Lodestone Wealth Management LLC | 3,805 | $374.4K | 0.15% | −5−0.1% | Reduced |
| Durante & Waters, LLC | 3,764 | $370.3K | 0.27% | +2+0.1% | Added |
| Frisch Financial Group, Inc. | 3,760 | $369.9K | 0.08% | +1,504+66.7% | Added |
| Calton & Associates, Inc. | 3,754 | $369.3K | 0.05% | −1,684−31.0% | Reduced |
| Summit Asset Management, LLC | 3,743 | $368.3K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 3,742 | $368.1K | 0.03% | −402−9.7% | Reduced |
| Centerline Wealth Advisors, LLC | 3,736 | $367.6K | 0.13% | +10.0% | Added |
| RIA Advisory Group LLC | 3,723 | $366.2K | 0.09% | +46+1.3% | Added |
| Azzad Asset Management Inc | 3,720 | $366.0K | 0.04% | +3,720 | New |
| Banco Santander, S.A. | 3,703 | $364.3K | 0.00% | −1,323−26.3% | Reduced |
| Thayer Partners, LLC | 3,702 | $364.2K | 0.17% | +135+3.8% | Added |
| Xxi Wealth, LLC | 3,696 | $363.6K | 0.21% | +934+33.8% | Added |
| Cornerstone Wealth Group, LLC | 3,420 | $363.6K | 0.02% | +686+25.1% | Added |
| CRA Financial Services, LLC | 3,695 | $363.5K | 0.05% | −49−1.3% | Reduced |
| Spurstone Advisory Services, LLC | 3,692 | $363.2K | 6.22% | −50−1.3% | Reduced |
| Aprio Wealth Management, LLC | 3,692 | $363.2K | 0.02% | +316+9.4% | Added |
| Vista Investment Partners LLC | 3,676 | $361.6K | 0.10% | 00.0% | Unchanged |
| Excelsior Advisor Network LLC | 3,666 | $360.7K | 0.14% | +594+19.3% | Added |
| Wolverine Asset Management LLC | 3,666 | $360.7K | 0.01% | +3,118+569.0% | Added |
| Diamant Asset Management, Inc. | 360,071 | $360.1K | 0.26% | +357,011+11,667.0% | Added |
| Barr E S & Co | 3,655 | $359.6K | 0.02% | −62−1.7% | Reduced |
| World Equity Group, Inc. | 3,654 | $359.4K | 0.09% | +1,126+44.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,647 | $358.8K | 0.05% | +1,519+71.4% | Added |
| Smith, Salley & Associates | 3,644 | $358.5K | 0.02% | +3,644 | New |
| Castleview Partners, LLC | 3,641 | $358.2K | 0.18% | +525+16.8% | Added |
| Ci Investments Inc. | 3,640 | $358.1K | 0.00% | −688−15.9% | Reduced |
| 1st Source Bank | 3,639 | $358.0K | 0.02% | −513−12.4% | Reduced |
| Resonant Capital Advisors, LLC | 3,634 | $357.5K | 0.02% | −293−7.5% | Reduced |
| Versant Capital Management, Inc | 3,626 | $356.7K | 0.04% | +254+7.5% | Added |
| Hilton Head Capital Partners, LLC | 3,612 | $355.3K | 0.20% | +303+9.2% | Added |
| ZEGA Investments, LLC | 3,603 | $354.5K | 0.07% | +61+1.7% | Added |
| Financial Advisors Network, Inc. | 3,598 | $354.0K | 0.05% | +744+26.1% | Added |
| Madrid Wealth Management, LLC | 3,591 | $353.3K | 0.27% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,575 | $351.7K | 0.00% | −300−7.7% | Reduced |
| Finward Bancorp | 3,570 | $351.2K | 0.28% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 3,583 | $350.9K | 0.28% | +200+5.9% | Added |
| Tyche Wealth Partners LLC | 3,566 | $350.8K | 0.05% | −164−4.4% | Reduced |
| StoneX Group Inc. | 3,569 | $350.7K | 0.02% | −8,889−71.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,565 | $350.7K | 0.01% | +1,164+48.5% | Added |
| Tevis Investment Management | 3,546 | $348.9K | 0.20% | +3,546 | New |
| Sym Financial Corp | 3,541 | $348.4K | 0.03% | −65−1.8% | Reduced |
| Lansing Street Advisors | 3,539 | $348.2K | 0.09% | +50+1.4% | Added |
| Cornerstone Planning Group LLC | 3,545 | $347.6K | 0.05% | +3,087+674.0% | Added |
| LVW Advisors, LLC | 3,532 | $347.5K | 0.03% | +358+11.3% | Added |
| Family Legacy, Inc. | 3,504 | $344.7K | 0.10% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 3,501 | $344.4K | 0.08% | −238−6.4% | Reduced |
| rebel Financial LLC | 3,487 | $343.1K | 0.15% | +146+4.4% | Added |
| Aurora Private Wealth, Inc. | 3,459 | $343.0K | 0.24% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 3,483 | $342.7K | 0.06% | +493+16.5% | Added |
| Northstar Financial Companies, Inc. | 3,482 | $342.6K | 0.27% | −32−0.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,364 | $342.1K | 0.00% | +24+0.7% | Added |
| Strategic Investment Solutions, Inc. | 3,475 | $341.9K | 0.08% | +2+0.1% | Added |
| City State Bank | 3,474 | $341.8K | 0.09% | −57−1.6% | Reduced |