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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Childress Capital Advisors, LLC | 2,808 | $276.3K | 0.05% | +245+9.6% | Added |
| MASTERINVEST Kapitalanlage GmbH | 2,796 | $275.1K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,794 | $274.9K | 0.10% | 00.0% | Unchanged |
| CogentBlue Wealth Advisors, LLC | 2,794 | $274.9K | 0.18% | +149+5.6% | Added |
| Ti-Trust, Inc | 2,794 | $274.9K | 0.16% | +250+9.8% | Added |
| Dana Investment Advisors, Inc. | 2,792 | $274.7K | 0.01% | +200+7.7% | Added |
| Patriot Investment Management Inc. | 2,792 | $274.6K | 0.02% | −80−2.8% | Reduced |
| Alliance Wealth Advisors, LLC | 2,785 | $274.0K | 0.06% | −1,038−27.2% | Reduced |
| Freestone Capital Holdings, LLC | 2,772 | $272.7K | 0.01% | −125−4.3% | Reduced |
| GSG Advisors LLC | 2,770 | $272.5K | 0.07% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,753 | $270.8K | 0.11% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 2,741 | $269.7K | 0.07% | −282−9.3% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 2,734 | $269.0K | 0.22% | +2,734 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 2,729 | $268.5K | 0.00% | +2,729 | New |
| Weatherly Asset Management L. P. | 2,728 | $268.4K | 0.02% | +28+1.0% | Added |
| Guardian Investment Management | 2,725 | $268.1K | 0.22% | +2,725 | New |
| Jacobs & Co | 2,727 | $268.0K | 0.03% | −485−15.1% | Reduced |
| waypoint wealth counsel | 2,709 | $266.5K | 0.14% | −1,932−41.6% | Reduced |
| Fortis Group Advisors, LLC | 2,461 | $265.2K | 0.04% | −14,499−85.5% | Reduced |
| Northeast Investment Management | 2,695 | $265.1K | 0.01% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,692 | $264.8K | 0.11% | −53−1.9% | Reduced |
| E Fund Management Co., Ltd. | 2,690 | $264.6K | 0.01% | +2,690 | New |
| Mason & Associates, LLC | 2,690 | $264.6K | 0.06% | 00.0% | Unchanged |
| Evansbrook LLC | 2,690 | $264.6K | 0.18% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,688 | $264.5K | 0.10% | +2,688 | New |
| Dividend Assets Capital, LLC | 2,684 | $264.1K | 0.05% | +4+0.1% | Added |
| Waterloo Capital, L.P. | 2,684 | $264.0K | 0.02% | +203+8.2% | Added |
| Investment House LLC | 2,675 | $263.2K | 0.01% | +50+1.9% | Added |
| Traynor Capital Management, Inc. | 2,765 | $262.6K | 0.02% | −72−2.5% | Reduced |
| Vista Investment Partners II, LLC | 2,667 | $262.4K | 0.12% | +106+4.1% | Added |
| Everhart Financial Group, Inc. | 2,658 | $261.5K | 0.02% | −56−2.1% | Reduced |
| Wealthquest Corp | 2,658 | $261.5K | 0.02% | +150+6.0% | Added |
| D.B. Root & Company, LLC | 2,654 | $261.1K | 0.06% | +595+28.9% | Added |
| Suncoast Equity Management | 2,652 | $260.9K | 0.03% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 2,641 | $259.8K | 0.00% | −12,211−82.2% | Reduced |
| Enterprise Financial Services Corp | 2,636 | $259.3K | 0.13% | +36+1.4% | Added |
| Ironsides Asset Advisors, LLC | 2,633 | $259.0K | 0.06% | +483+22.5% | Added |
| GenTrust, LLC | 2,631 | $258.8K | 0.01% | −49−1.8% | Reduced |
| Cambient Family Office, LLC | 2,630 | $258.7K | 0.04% | +15+0.6% | Added |
| Finley Financial, LLC | 2,626 | $258.3K | 0.12% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,625 | $258.2K | 0.07% | +10+0.4% | Added |
| Simon Quick Advisors, LLC | 2,622 | $258.0K | 0.01% | −2,765−51.3% | Reduced |
| Compass Capital Corp | 2,567 | $256.5K | 0.09% | +45+1.8% | Added |
| Southern Financial Group, LLC | 2,607 | $256.5K | 0.07% | +69+2.7% | Added |
| Farrell Financial LLC | 2,604 | $256.2K | 0.15% | +2,604 | New |
| DeDora Capital, Inc. | 2,604 | $256.1K | 0.06% | +202+8.4% | Added |
| Ifrah Financial Services, Inc. | 2,591 | $254.9K | 0.07% | −288−10.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,587 | $254.5K | 0.03% | −124−4.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,586 | $254.4K | 0.07% | +206+8.7% | Added |
| Fiduciary Trust Co | 2,586 | $254.4K | 0.00% | −1,574−37.8% | Reduced |
| Simmons Bank | 2,577 | $253.5K | 0.02% | −106−4.0% | Reduced |
| CoreFirst Bank & Trust | 2,569 | $252.7K | 0.13% | +206+8.7% | Added |
| Leavell Investment Management, Inc. | 2,554 | $251.2K | 0.01% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 2,545 | $250.4K | 0.05% | +2,545 | New |
| Jackson Thornton Asset Management, LLC | 2,459 | $250.1K | 0.02% | −2,048−45.4% | Reduced |
| Stonebrook Private Inc. | 2,532 | $249.1K | 0.05% | +2,532 | New |
| Future Financial Wealth Managment LLC | 2,400 | $248.6K | 0.16% | −2,700−52.9% | Reduced |
| HFG Advisors, Inc. | 2,524 | $248.3K | 0.17% | +433+20.7% | Added |
| Water Island Capital LLC | 2,520 | $247.9K | 0.03% | +2,520 | New |
| Trust Investment Advisors | 2,500 | $245.9K | 0.14% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 2,498 | $245.8K | 0.03% | 00.0% | Unchanged |
| Optas, LLC | 2,496 | $245.6K | 0.04% | +114+4.8% | Added |
| Wedmont Private Capital | 2,442 | $245.3K | 0.01% | +209+9.4% | Added |
| KC Investment Advisors, LLC | 2,492 | $245.2K | 0.06% | +41+1.7% | Added |
| Fukoku Mutual Life Insurance Co | 2,484 | $244.4K | 0.02% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 2,482 | $244.2K | 0.01% | +290+13.2% | Added |
| Narwhal Capital Management | 2,476 | $243.6K | 0.02% | +5+0.2% | Added |
| Retirement Planning Co of New England, Inc. | 2,476 | $243.5K | 0.10% | +271+12.3% | Added |
| Coastline Trust Co | 2,473 | $243.3K | 0.02% | +233+10.4% | Added |
| Evexia Wealth LLC | 2,381 | $242.9K | 0.07% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 2,446 | $242.7K | 0.01% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 2,461 | $242.0K | 0.03% | −32−1.3% | Reduced |
| Flatrock Wealth Partners LLC | 2,459 | $242.0K | 0.11% | −68−2.7% | Reduced |
| Defiance ETFs, LLC | 2,459 | $241.9K | 0.00% | +2,459 | New |
| Keel Point, LLC | 2,458 | $241.9K | 0.02% | +134+5.8% | Added |
| Jump Financial, LLC | 2,458 | $241.8K | 0.00% | −7,252−74.7% | Reduced |
| Hutner Capital Management Inc | 2,444 | $240.4K | 0.10% | −1,896−43.7% | Reduced |
| Spire Wealth Management | 2,437 | $239.7K | 0.01% | −10,574−81.3% | Reduced |
| Quantum Financial Advisors, LLC | 2,436 | $239.7K | 0.03% | +116+5.0% | Added |
| Woodward Diversified Capital, LLC | 2,245 | $238.9K | 0.11% | −489−17.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,422 | $238.3K | 0.02% | −98−3.9% | Reduced |
| Hickory Point Bank & Trust | 2,421 | $238.2K | 0.16% | −25−1.0% | Reduced |
| HHM Wealth Advisors, LLC | 2,410 | $237.1K | 0.03% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 2,409 | $237.0K | 0.03% | +2,409 | New |
| Alliance Wealth Advisors, LLC | 2,394 | $235.6K | 0.11% | +46+2.0% | Added |
| Chapman Financial Group, LLC | 2,383 | $234.4K | 0.17% | −285−10.7% | Reduced |
| Blackhawk Capital Partners LLC. | 2,379 | $234.0K | 0.09% | +59+2.5% | Added |
| Berry Wealth Group, LP | 2,376 | $233.7K | 0.87% | +33+1.4% | Added |
| New Covenant Trust Company, N.A. | 2,359 | $232.1K | 0.21% | −34−1.4% | Reduced |
| Embree Financial Group | 2,349 | $231.1K | 0.03% | +2,349 | New |
| Klingman & Associates, LLC | 2,342 | $230.4K | 0.01% | +2,342 | New |
| Meiji Yasuda Life Insurance Co | 2,340 | $230.2K | 0.01% | −580−19.9% | Reduced |
| Marshall Financial Group LLC | 2,327 | $228.9K | 0.04% | −2,291−49.6% | Reduced |
| Angeles Wealth Management, LLC | 2,325 | $228.7K | 0.01% | +228+10.9% | Added |
| Allegheny Financial Group LTD | 2,322 | $228.5K | 0.03% | +29+1.3% | Added |
| IFG Advisors, LLC | 2,313 | $227.6K | 0.04% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 2,310 | $227.3K | 0.05% | +2,310 | New |
| Clear Wave Wealth Management LLC | 2,308 | $227.1K | 0.06% | +2,308 | New |
| Birch Financial Group, LLC | 2,308 | $227.0K | 0.13% | −103−4.3% | Reduced |
| Old National Bancorp | 2,291 | $225.4K | 0.00% | −551−19.4% | Reduced |