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 |
|---|---|---|---|---|---|
| HCR Wealth Advisors | 2,291 | $225.4K | 0.02% | −175−7.1% | Reduced |
| Sanders Morris Harris LLC | 2,290 | $225.3K | 0.04% | +2,290 | New |
| Barnes Pettey Financial Advisors, LLC | 2,287 | $225.0K | 0.10% | +3+0.1% | Added |
| Vision Financial Markets LLC | 2,281 | $224.4K | 0.22% | −198−8.0% | Reduced |
| Berger Financial Group, Inc | 2,277 | $224.0K | 0.01% | −193−7.8% | Reduced |
| Wallace Advisory Group, LLC | 2,270 | $223.3K | 0.24% | −11−0.5% | Reduced |
| Somerset Trust Co | 2,263 | $222.6K | 0.07% | +10.0% | Added |
| Bill Few Associates, Inc. | 2,263 | $222.6K | 0.05% | −191−7.8% | Reduced |
| Knightsbridge Asset Management, LLC | 2,261 | $222.4K | 0.03% | −179−7.3% | Reduced |
| Arwa LLC | 2,184 | $222.0K | 0.11% | +29+1.3% | Added |
| Sollinda Capital Management LLC | 2,255 | $221.8K | 0.05% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 2,239 | $220.3K | 0.02% | −167−6.9% | Reduced |
| Options Solutions, LLC | 2,235 | $219.9K | 0.16% | −5−0.2% | Reduced |
| Oakmont Investment Advisors, Inc. | 2,233 | $219.8K | 0.20% | −618−21.7% | Reduced |
| Wright Investors Service Inc | 2,234 | $219.8K | 0.07% | +10.0% | Added |
| PCM Encore, LLC | 2,233 | $219.6K | 0.05% | +2,233 | New |
| CV Advisors LLC | 2,225 | $218.9K | 0.06% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 2,203 | $216.7K | 0.06% | 00.0% | Unchanged |
| Eaton-Cambridge Inc. | 2,200 | $216.4K | 0.07% | −1,035−32.0% | Reduced |
| PeakShares LLC | 2,183 | $214.8K | 0.20% | −934−30.0% | Reduced |
| Latitude Advisors, LLC | 2,183 | $214.7K | 0.10% | +2,183 | New |
| Hidden Cove Wealth Management, LLC | 2,181 | $214.6K | 0.14% | +25+1.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,175 | $214.0K | 0.10% | −22,526−91.2% | Reduced |
| Stokes Capital Advisors, LLC | 2,175 | $214.0K | 0.05% | +2,175 | New |
| NorthStar Asset Management LLC | 2,173 | $213.8K | 0.10% | +2,173 | New |
| Sheets Smith Wealth Management | 2,168 | $213.3K | 0.02% | +2,168 | New |
| Lowe Brockenbrough & Co Inc | 2,162 | $212.7K | 0.01% | −7,041−76.5% | Reduced |
| Income Insurance Ltd | 2,162 | $212.7K | 0.14% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,158 | $212.3K | 0.02% | −506−19.0% | Reduced |
| PFS Partners, LLC | 2,148 | $211.3K | 0.10% | +10.0% | Added |
| Cfo Capital Management LLC | 2,210 | $209.8K | 0.17% | +57+2.6% | Added |
| High Net Worth Advisory Group LLC | 2,131 | $209.6K | 0.05% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 2,131 | $209.6K | 0.07% | 00.0% | Unchanged |
| Guardian Partners Inc. | 2,126 | $209.6K | 0.02% | −23−1.1% | Reduced |
| Teamwork Financial Advisors, LLC | 2,123 | $208.9K | 0.02% | −16,228−88.4% | Reduced |
| Certified Advisory Corp | 2,116 | $208.1K | 0.02% | +20+1.0% | Added |
| Ellis Investment Partners, LLC | 2,111 | $207.7K | 0.04% | −450−17.6% | Reduced |
| Wick Capital Partners, LLC | 2,094 | $206.0K | 0.04% | −25−1.2% | Reduced |
| Traphagen Investment Advisors LLC | 2,090 | $205.6K | 0.02% | +2,090 | New |
| TRB Wealth Management, LLC | 2,081 | $204.7K | 0.03% | +2,081 | New |
| Ipswich Investment Management Co., Inc. | 2,075 | $204.1K | 0.05% | 00.0% | Unchanged |
| Cassady Wealth & Retirement Planning, LLC | 1,873 | $203.8K | 0.11% | +1,873 | New |
| Foster Victor Wealth Advisors, LLC | 1,971 | $203.4K | 0.01% | +94+5.0% | Added |
| OneAscent Financial Services LLC | 2,064 | $203.1K | 0.01% | +2,064 | New |
| Basepoint Wealth LLC | 2,064 | $203.1K | 0.12% | +53+2.6% | Added |
| Lauer Wealth, LLC | 2,016 | $202.5K | 0.16% | −912−31.1% | Reduced |
| Arta Finance Wealth Management LLC | 2,051 | $201.8K | 0.10% | +2,051 | New |
| Congress Park Capital LLC | 2,050 | $201.7K | 0.06% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 2,043 | $201.0K | 0.02% | −209−9.3% | Reduced |
| Bank & Trust Co | 2,038 | $200.5K | 0.14% | 00.0% | Unchanged |
| Split Rock Private Trading & Wealth Management, LLC | 2,036 | $200.3K | 0.16% | −42−2.0% | Reduced |
| Onefund, LLC | 2,032 | $199.0K | 0.13% | −85−4.0% | Reduced |
| AlphaCore Capital LLC | 2,020 | $198.7K | 0.00% | −598−22.8% | Reduced |
| Pittenger & Anderson Inc | 1,977 | $194.5K | 0.01% | −255−11.4% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,976 | $194.4K | 0.13% | +1,930+4,195.7% | Added |
| Cromwell Holdings LLC | 1,954 | $192.2K | 0.11% | 00.0% | Unchanged |
| First PREMIER Bank | 1,956 | $192.0K | 0.04% | −470−19.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1,901 | $187.0K | 0.02% | +4+0.2% | Added |
| Bruce G. Allen Investments, LLC | 1,892 | $186.1K | 0.12% | +148+8.5% | Added |
| Advocate Investing Services LLC | 1,892 | $186.1K | 0.16% | +1+0.1% | Added |
| Paradigm Asset Management Co LLC | 1,824 | $179.4K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 1,818 | $178.8K | 0.01% | −419−18.7% | Reduced |
| Heritage Wealth Advisors | 1,818 | $178.8K | 0.01% | −139−7.1% | Reduced |
| Curat Global, LLC | 1,800 | $177.1K | 0.17% | −200−10.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,800 | $177.1K | 0.01% | +800+80.0% | Added |
| Bullock Wealth Management Group | 1,795 | $175.8K | 0.09% | +15+0.8% | Added |
| Country Trust Bank | 1,751 | $172.3K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,735 | $170.7K | 0.09% | +1,148+195.6% | Added |
| Tanglewood Legacy Advisors, LLC | 1,734 | $170.6K | 0.06% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,724 | $169.6K | 0.05% | +32+1.9% | Added |
| Massmutual Trust Co FSB | 1,684 | $165.7K | 0.00% | −90−5.1% | Reduced |
| Sterling Capital Management LLC | 1,683 | $165.6K | 0.00% | +91+5.7% | Added |
| Aster Capital Management (DIFC) Ltd | 1,502 | $165.2K | 0.05% | −409−21.4% | Reduced |
| Ameriflex Group, Inc. | 1,674 | $164.7K | 0.08% | −289−14.7% | Reduced |
| Oakworth Capital, Inc. | 1,667 | $164.0K | 0.01% | −68−3.9% | Reduced |
| Highline Wealth Partners LLC | 1,652 | $162.5K | 0.04% | +1,545+1,443.9% | Added |
| Y.D. More Investments Ltd | 1,700 | $161.4K | 0.01% | +263+18.3% | Added |
| Roxbury Financial LLC | 1,626 | $160.0K | 0.14% | −301−15.6% | Reduced |
| Root Financial Partners, LLC | 1,622 | $159.6K | 0.01% | +127+8.5% | Added |
| MV Capital Management, Inc. | 1,595 | $156.9K | 0.02% | +966+153.6% | Added |
| Archetype Wealth Partners | 1,564 | $154.0K | 0.02% | +1,564 | New |
| Wellington Shields Capital Management, LLC | 1,562 | $153.7K | 0.02% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,536 | $151.1K | 0.03% | −39−2.5% | Reduced |
| Virtus ETF Advisers LLC | 1,506 | $148.2K | 0.07% | +1,506 | New |
| LGT Financial Advisors LLC | 1,500 | $147.6K | 0.76% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,477 | $145.3K | 0.04% | +497+50.7% | Added |
| Trust Co | 1,465 | $144.1K | 0.01% | −3−0.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,464 | $144.0K | 0.05% | −10−0.7% | Reduced |
| Wall Street Financial Group, Inc. | 1,437 | $141.4K | 0.08% | +1,437 | New |
| St Germain D J Co Inc | 1,431 | $140.8K | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 1,288 | $138.0K | 0.05% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,363 | $134.1K | 0.03% | +439+47.5% | Added |
| Richardson Financial Services Inc. | 1,360 | $133.8K | 0.08% | +75+5.8% | Added |
| Capital Analysts, LLC | 1,348 | $133.0K | 0.00% | −1,970−59.4% | Reduced |
| Union Savings Bank | 1,314 | $129.3K | 0.06% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,302 | $128.1K | 0.02% | −51−3.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,296 | $128.0K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 1,300 | $127.9K | 0.08% | 00.0% | Unchanged |
| Eastern Bank | 1,296 | $127.5K | 0.00% | −224−14.7% | Reduced |
| Broadwater Capital Management LLC | 1,255 | $124.5K | 0.09% | 00.0% | Unchanged |