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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 3,467 | $341.1K | 0.02% | +928+36.5% | Added |
| Buttonwood Financial Advisors Inc. | 3,463 | $340.7K | 0.11% | −154−4.3% | Reduced |
| Convergence Financial, LLC | 3,456 | $340.0K | 0.04% | +3,456 | New |
| Wynn Capital, LLC | 3,452 | $339.7K | 0.17% | +257+8.0% | Added |
| Mechanics Bank Trust Department | 3,450 | $339.4K | 0.05% | −305−8.1% | Reduced |
| NCM Capital Management, LLC | 3,449 | $339.3K | 0.12% | +7+0.2% | Added |
| Coastal Investment Advisors, Inc. | 3,440 | $338.4K | 0.12% | −385−10.1% | Reduced |
| Midland Wealth Advisors LLC | 3,430 | $337.4K | 0.02% | −483−12.3% | Reduced |
| LexAurum Advisors, LLC | 3,418 | $336.2K | 0.04% | +3,418 | New |
| Rooted Wealth Advisors, Inc. | 3,134 | $335.6K | 0.09% | +232+8.0% | Added |
| FSB Premier Wealth Management, Inc. | 3,405 | $335.0K | 0.10% | +865+34.1% | Added |
| Westview Management dba Westview Investment Advisors | 3,400 | $334.5K | 0.17% | +800+30.8% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,397 | $334.2K | 0.07% | +100+3.0% | Added |
| Symphony Financial, Ltd. Co. | 3,391 | $333.4K | 0.04% | +34+1.0% | Added |
| Tandem Wealth Advisors LLC | 3,388 | $333.3K | 0.15% | +3,388 | New |
| Colonial River Wealth Management, LLC | 3,377 | $332.2K | 0.12% | −3,071−47.6% | Reduced |
| Cambria Investment Management, L.P. | 3,352 | $329.8K | 0.02% | +3,352 | New |
| Crestmont Private Wealth LLC | 3,348 | $329.4K | 0.10% | +3,348 | New |
| Rexford Capital Inc | 3,339 | $328.5K | 0.23% | +195+6.2% | Added |
| Northstar Group, Inc. | 3,330 | $327.7K | 0.05% | −400−10.7% | Reduced |
| Conning Inc. | 3,311 | $325.7K | 0.01% | −426−11.4% | Reduced |
| Farmers Trust Co | 3,289 | $323.6K | 0.05% | +205+6.6% | Added |
| Winton Group Ltd | 3,275 | $322.2K | 0.01% | +971+42.1% | Added |
| Harbour Capital Advisors, LLC | 3,039 | $320.0K | 0.06% | +210+7.4% | Added |
| Tennessee Valley Asset Management Partners | 3,253 | $320.0K | 0.04% | +3,253 | New |
| Moody National Bank Trust Division | 3,250 | $319.7K | 0.03% | +519+19.0% | Added |
| Smith Chas P & Associates Pa Cpas | 3,248 | $319.5K | 0.02% | +31+1.0% | Added |
| Dorsey & Whitney Trust CO LLC | 3,243 | $319.0K | 0.02% | +24+0.7% | Added |
| Wimmer Associates 1, LLC | 3,237 | $318.5K | 0.16% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3,236 | $318.3K | 0.09% | −462−12.5% | Reduced |
| GTS Securities LLC | 3,232 | $318.0K | 0.01% | −1,917−37.2% | Reduced |
| Financial Engines Advisors L.L.C. | 3,214 | $316.2K | 0.00% | +41+1.3% | Added |
| Pettyjohn, Wood & White, Inc | 3,213 | $316.1K | 0.05% | −433−11.9% | Reduced |
| Readystate Asset Management LP | 3,212 | $316.0K | 0.02% | +3,212 | New |
| WealthTrak Capital Management LLC | 3,204 | $315.2K | 0.23% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,200 | $314.8K | 0.16% | +200+6.7% | Added |
| Federated Hermes, Inc. | 3,197 | $314.5K | 0.00% | −67−2.1% | Reduced |
| Silverleafe Capital Partners, LLC | 3,196 | $314.4K | 0.09% | +3,196 | New |
| Pacific Sage Partners, LLC | 3,191 | $313.9K | 0.05% | −533−14.3% | Reduced |
| Old Mission Investment Co LLC | 3,174 | $312.2K | 0.07% | +86+2.8% | Added |
| Eagle Harbor Asset Management Inc | 3,172 | $312.1K | 0.27% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3,172 | $312.1K | 0.14% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 3,165 | $311.4K | 0.04% | +3,165 | New |
| Vance Wealth, Inc. | 3,162 | $311.1K | 0.09% | +260+9.0% | Added |
| Premier Path Wealth Partners, LLC | 3,157 | $310.6K | 0.04% | +1,018+47.6% | Added |
| Capital Markets Trading UK LLP | 3,147 | $310.0K | 0.28% | +3,147 | New |
| Tempo Wealth, LLC | 3,149 | $309.8K | 0.05% | −86−2.7% | Reduced |
| MONECO Advisors, LLC | 3,134 | $308.3K | 0.02% | +272+9.5% | Added |
| Jeppson Wealth Management, LLC | 3,127 | $307.6K | 0.10% | −16−0.5% | Reduced |
| Seamount Financial Group Inc | 3,125 | $307.4K | 0.14% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,112 | $306.2K | 0.05% | −653−17.3% | Reduced |
| MSH Capital Advisors LLC | 3,112 | $306.2K | 0.06% | +3,112 | New |
| Golden State Wealth Management, LLC | 3,107 | $305.8K | 0.03% | +493+18.9% | Added |
| Oxinas Partners Wealth Management LLC | 3,103 | $305.3K | 0.14% | +3,103 | New |
| Wilson & Boucher Capital Management, LLC | 3,100 | $305.0K | 0.20% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,099 | $304.9K | 0.05% | +586+23.3% | Added |
| Clearbridge Investments, LLC | 3,097 | $304.7K | 0.00% | +105+3.5% | Added |
| Poinciana Advisors Group, LLC | 3,087 | $303.7K | 0.24% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 3,075 | $302.5K | 0.22% | +10+0.3% | Added |
| Investment Planning Advisors, Inc. | 3,071 | $302.2K | 0.08% | +375+13.9% | Added |
| American Alpha Advisors, LLC | 3,062 | $301.2K | 0.18% | +3,062 | New |
| Southland Equity Partners LLC | 3,049 | $300.0K | 0.06% | −165−5.1% | Reduced |
| Trilogy Capital Inc. | 3,048 | $299.9K | 0.01% | +764+33.5% | Added |
| Successful Portfolios LLC | 3,065 | $296.5K | 0.16% | −327−9.6% | Reduced |
| Wealth Alliance | 3,013 | $296.4K | 0.03% | +102+3.5% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 3,009 | $296.0K | 0.22% | +18+0.6% | Added |
| Beech Hill Advisors, Inc. | 3,000 | $295.2K | 0.15% | +600+25.0% | Added |
| Northwest Wealth Management, LLC | 2,996 | $294.7K | 0.04% | +42+1.4% | Added |
| Heartland Bank & Trust Co | 2,994 | $294.6K | 0.07% | +2,994 | New |
| MKT Advisors LLC | 3,013 | $294.0K | 0.10% | −14−0.5% | Reduced |
| Verus Capital Partners, LLC | 2,988 | $294.0K | 0.02% | −199−6.2% | Reduced |
| Choice Wealth Advisors, LLC | 2,983 | $293.5K | 0.12% | +31+1.1% | Added |
| City National Bank of Florida | 2,983 | $293.5K | 0.17% | +2,983 | New |
| Transamerica Financial Advisors, Inc. | 2,975 | $292.8K | 0.02% | +1,407+89.7% | Added |
| Bingham Private Wealth, LLC | 2,967 | $291.9K | 0.23% | +2,967 | New |
| Aegis Wealth Management LLC | 2,963 | $291.5K | 0.17% | +128+4.5% | Added |
| Weaver Consulting Group | 2,960 | $291.2K | 0.07% | +96+3.4% | Added |
| City Holding Co | 2,955 | $290.7K | 0.04% | −160−5.1% | Reduced |
| FIL Ltd | 2,953 | $290.5K | 0.00% | −173,676−98.3% | Reduced |
| apricus wealth, LLC | 2,947 | $289.9K | 0.14% | +169+6.1% | Added |
| Adams Wealth Management | 2,940 | $289.2K | 0.06% | −746−20.2% | Reduced |
| CMH Wealth Management LLC | 2,935 | $288.7K | 0.05% | +2,935 | New |
| Concorde Asset Management, LLC | 2,931 | $288.4K | 0.14% | +37+1.3% | Added |
| Cardinal Point Capital Management, ULC | 2,925 | $287.8K | 0.02% | 00.0% | Unchanged |
| Breakwater Capital Group | 2,921 | $287.4K | 0.04% | −153−5.0% | Reduced |
| EPG Wealth Management LLC | 2,919 | $287.2K | 0.08% | +51+1.8% | Added |
| Eagle Rock Investment Company, LLC | 2,908 | $286.1K | 0.04% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,904 | $285.7K | 0.02% | −20−0.7% | Reduced |
| S.A. Mason LLC | 2,901 | $285.4K | 0.11% | +7+0.2% | Added |
| Cahill Financial Advisors Inc | 2,898 | $285.1K | 0.03% | +3+0.1% | Added |
| Argyle Capital Partners, LLC | 2,883 | $283.6K | 0.20% | +2,883 | New |
| Barlow Wealth Partners, Inc. | 2,649 | $282.0K | 0.03% | +119+4.7% | Added |
| First Financial Bank - Trust Division | 2,864 | $281.8K | 0.02% | −163−5.4% | Reduced |
| CVA Family Office, LLC | 2,860 | $281.4K | 0.03% | +297+11.6% | Added |
| XTX Topco Ltd | 2,856 | $281.0K | 0.00% | −3,050−51.6% | Reduced |
| Claris Financial LLC | 2,853 | $280.7K | 0.15% | +43+1.5% | Added |
| Generation Capital Management LLC | 2,847 | $280.1K | 0.20% | −62−2.1% | Reduced |
| Patton Fund Management, Inc. | 2,838 | $279.2K | 0.05% | +2,838 | New |
| Plancorp, LLC | 2,724 | $277.0K | 0.01% | +121+4.6% | Added |
| First Financial Bankshares Inc | 2,813 | $276.7K | 0.01% | +328+13.2% | Added |