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 |
|---|---|---|---|---|---|
| Pinnacle Bancorp, Inc. | 1,244 | $122.4K | 0.04% | +116+10.3% | Added |
| Legacy Bridge, LLC | 1,229 | $120.9K | 0.05% | −130−9.6% | Reduced |
| McIlrath & Eck, LLC | 1,220 | $120.0K | 0.01% | −20−1.6% | Reduced |
| AdvisorNet Financial, Inc | 1,164 | $114.6K | 0.01% | +175+17.7% | Added |
| Bank of Jackson Hole Trust | 1,155 | $113.6K | 0.06% | +20+1.8% | Added |
| UMA Financial Services, Inc. | 1,136 | $111.8K | 0.02% | +71+6.7% | Added |
| First Community Trust NA | 1,129 | $111.1K | 0.08% | 00.0% | Unchanged |
| TrustBank | 1,124 | $110.6K | 0.04% | +1,124 | New |
| Walleye Capital LLC | 1,120 | $110.2K | 0.00% | −274,645−99.6% | Reduced |
| Addison Advisors LLC | 1,093 | $107.5K | 0.02% | +10+0.9% | Added |
| TIAA Wealth Investment Management LLC | 1,087 | $106.9K | 0.00% | +1,087 | New |
| Bellevue Asset Management, LLC | 1,073 | $105.6K | 0.05% | +5+0.5% | Added |
| LRI Investments, LLC | 1,055 | $103.8K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,050 | $103.3K | 0.02% | −1,500−58.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,050 | $103.3K | 0.03% | 00.0% | Unchanged |
| SHP Wealth Management | 1,047 | $102.9K | 0.01% | +49+4.9% | Added |
| Webster Bank, N. A. | 1,032 | $101.5K | 0.01% | +334+47.9% | Added |
| American Capital Advisory, LLC | 1,024 | $100.7K | 0.04% | +203+24.7% | Added |
| Raleigh Capital Management Inc. | 1,012 | $99.6K | 0.03% | +12+1.2% | Added |
| Solstein Capital, LLC | 960 | $94.4K | 0.04% | +960 | New |
| Silvant Capital Management LLC | 958 | $94.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 945 | $93.0K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 941 | $92.6K | 0.02% | −39−4.0% | Reduced |
| Triumph Capital Management | 930 | $91.5K | 0.02% | +148+18.9% | Added |
| Banque Transatlantique SA | 920 | $90.5K | 0.00% | +920 | New |
| McCarthy Grittinger Financial Group, LLC | 917 | $90.2K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 906 | $89.1K | 0.01% | −2,709−74.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 900 | $89.0K | 0.00% | +900 | New |
| Hazlett, Burt & Watson, Inc. | 892 | $88.0K | 0.03% | −10−1.1% | Reduced |
| Rossby Financial, LCC | 887 | $86.8K | 0.02% | +221+33.2% | Added |
| Asset Planning,Inc | 873 | $85.9K | 0.06% | −114−11.6% | Reduced |
| Quaker Wealth Management, LLC | 868 | $85.3K | 0.03% | +665+327.6% | Added |
| Crews Bank & Trust | 858 | $84.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 858 | $84.4K | 0.02% | −7,486−89.7% | Reduced |
| Covestor Ltd | 855 | $84.0K | 0.06% | −1,774−67.5% | Reduced |
| Davis Capital Management | 847 | $83.3K | 0.06% | +3+0.4% | Added |
| Joseph Group Capital Management | 847 | $83.3K | 0.02% | +254+42.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 845 | $83.1K | 0.01% | −3,826−81.9% | Reduced |
| MidFirst Bank | 844 | $83.0K | 0.01% | +64+8.2% | Added |
| Marshall Investment Management, LLC | 840 | $82.6K | 0.04% | +840 | New |
| Limestone Investment Advisors LP | 837 | $82.3K | 0.04% | +797+1,992.5% | Added |
| Activest Wealth Management | 832 | $81.8K | 0.01% | +424+103.9% | Added |
| Newbridge Financial Services Group, Inc. | 831 | $81.8K | 0.01% | −167−16.7% | Reduced |
| Adirondack Trust Co | 825 | $81.2K | 0.03% | −136−14.2% | Reduced |
| Key Financial Inc | 814 | $80.1K | 0.01% | −1,011−55.4% | Reduced |
| MTM Investment Management, LLC | 811 | $79.8K | 0.03% | −668−45.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 806 | $79.3K | 0.01% | −1−0.1% | Reduced |
| Owl Creek Wealth Partners LLC | 788 | $77.5K | 0.03% | +788 | New |
| Quent Capital, LLC | 780 | $76.7K | 0.01% | −93−10.7% | Reduced |
| Ankerstar Wealth, LLC | 779 | $76.7K | 0.08% | +212+37.4% | Added |
| Toth Financial Advisory Corp | 778 | $76.5K | 0.01% | +3+0.4% | Added |
| Bogart Wealth, LLC | 758 | $74.6K | 0.00% | +231+43.8% | Added |
| General Partner, Inc. | 745 | $73.3K | 0.04% | −50−6.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 732 | $72.0K | 0.03% | −263−26.4% | Reduced |
| Rakuten Securities, Inc. | 705 | $69.4K | 0.03% | +318+82.2% | Added |
| Quintet Private Bank (Europe) S.A. | 685 | $67.4K | 0.00% | −440−39.1% | Reduced |
| Gill Capital Partners, LLC | 681 | $67.0K | 0.02% | +681 | New |
| Wealth Enhancement Trust Services, Inc. | 678 | $66.7K | 0.01% | −90−11.7% | Reduced |
| Valley National Advisers Inc | 676 | $66.0K | 0.01% | −100−12.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 670 | $65.9K | 0.00% | +670 | New |
| TopTier Wealth Management, LLC | 669 | $65.8K | 0.04% | +669 | New |
| Prosperity Bancshares Inc | 665 | $65.4K | 0.05% | +560+533.3% | Added |
| Redwood Park Advisors LLC | 661 | $65.0K | 0.05% | +3+0.5% | Added |
| Marquette Asset Management, LLC | 647 | $63.7K | 0.01% | −424−39.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 645 | $63.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 641 | $63.1K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 640 | $63.0K | 0.01% | −527−45.2% | Reduced |
| Monetary Solutions, Ltd | 635 | $62.5K | 0.06% | 00.0% | Unchanged |
| WPG Advisers, LLC | 631 | $62.1K | 0.05% | −136−17.7% | Reduced |
| Bard Associates Inc | 613 | $60.3K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 600 | $59.0K | 0.00% | +600 | New |
| Capula Management Ltd | 597 | $58.7K | 0.00% | +597 | New |
| Migdal Insurance & Financial Holdings Ltd. | 569 | $56.0K | 0.00% | +569 | New |
| Salomon & Ludwin, LLC | 570 | $56.0K | 0.00% | −1−0.2% | Reduced |
| Scarborough Advisors, LLC | 560 | $55.1K | 0.01% | +560 | New |
| Clark Wealth Partners | 559 | $55.0K | 0.04% | +8+1.5% | Added |
| New England Capital Financial Advisors LLC | 527 | $51.8K | 0.01% | −103−16.3% | Reduced |
| Winch Advisory Services, LLC | 520 | $51.2K | 0.01% | +57+12.3% | Added |
| TFC Financial Management | 511 | $50.3K | 0.01% | −6−1.2% | Reduced |
| SJS Investment Consulting Inc. | 486 | $47.9K | 0.01% | +75+18.2% | Added |
| Millstone Evans Group, LLC | 485 | $47.7K | 0.03% | +274+129.9% | Added |
| Purpose Unlimited Inc. | 484 | $47.6K | 0.00% | +434+868.0% | Added |
| RMG Wealth Management LLC | 473 | $47.3K | 0.01% | +129+37.5% | Added |
| Catalyst Capital Advisors LLC | 475 | $46.7K | 0.00% | −2,051−81.2% | Reduced |
| Medallion Wealth Advisors, LLC | 472 | $46.4K | 0.02% | +51+12.1% | Added |
| Global Assets Advisory, LLC | 471 | $46.3K | 0.01% | +471 | New |
| GW&K Investment Management, LLC | 469 | $46.0K | 0.00% | +3+0.6% | Added |
| Avion Wealth | 469 | $46.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 465 | $45.7K | 0.01% | +11+2.4% | Added |
| Wolff Wiese Magana LLC | 455 | $44.8K | 0.02% | −34−7.0% | Reduced |
| S&T Bank | 454 | $44.7K | 0.02% | +90+24.7% | Added |
| BankPlus Trust Department | 446 | $43.9K | 0.01% | −82−15.5% | Reduced |
| CNB Bank | 441 | $43.4K | 0.02% | −33−7.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 439 | $43.2K | 0.01% | +439 | New |
| IMA Wealth, Inc. | 431 | $42.4K | 0.00% | +3+0.7% | Added |
| Canton Hathaway, LLC | 425 | $41.8K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 425 | $41.8K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 420 | $41.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 419 | $41.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 415 | $40.9K | 0.02% | +382+1,157.6% | Added |