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 |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 409 | $40.2K | 0.01% | −17−4.0% | Reduced |
| Richardson Capital Management LLC | 405 | $39.8K | 0.02% | +46+12.8% | Added |
| Essex Investment Management Co LLC | 404 | $39.7K | 0.01% | 00.0% | Unchanged |
| Vanguard National Trust Co | 401 | $39.5K | 0.00% | +401 | New |
| Pinney & Scofield, Inc. | 392 | $38.6K | 0.02% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 385 | $37.9K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 375 | $36.9K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 372 | $36.6K | 0.01% | −53−12.5% | Reduced |
| Lavaca Capital LLC | 370 | $36.4K | 0.01% | +4+1.1% | Added |
| DT Investment Partners, LLC | 357 | $35.1K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 356 | $35.0K | 0.01% | −135−27.5% | Reduced |
| Evermay Wealth Management LLC | 355 | $34.9K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 351 | $34.5K | 0.01% | +321+1,070.0% | Added |
| Financial Network Wealth Advisors LLC | 350 | $34.5K | 0.04% | +50+16.7% | Added |
| Asset Dedication, LLC | 348 | $34.2K | 0.00% | −353−50.4% | Reduced |
| Chesapeake Asset Management LLC | 345 | $33.9K | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 337 | $33.2K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 335 | $33.0K | 0.01% | −45−11.8% | Reduced |
| Pingora Partners LLC | 335 | $33.0K | 0.02% | 00.0% | Unchanged |
| Key Capital Management, INC | 327 | $32.2K | 0.02% | −1,271−79.5% | Reduced |
| Tidemark, LLC | 324 | $31.9K | 0.01% | +10+3.2% | Added |
| Legacy Wealth Managment, LLC | 309 | $30.4K | 0.02% | +101+48.6% | Added |
| Pacifica Partners Inc. | 307 | $30.2K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 307 | $30.2K | 0.01% | −144−31.9% | Reduced |
| Financial Perspectives, Inc | 305 | $30.0K | 0.01% | +50+19.6% | Added |
| Ogorek Anthony Joseph | 307 | $30.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 304 | $29.9K | 0.02% | +33+12.2% | Added |
| ESL Trust Services, LLC | 300 | $29.5K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 300 | $29.5K | 0.00% | +5+1.7% | Added |
| Albion Financial Group | 300 | $29.5K | 0.00% | +120+66.7% | Added |
| Focused Wealth Management, Inc | 294 | $29.0K | 0.00% | +294 | New |
| Tiaa Trust, National Association | 285 | $28.0K | 0.00% | −9,573−97.1% | Reduced |
| Fairscale Capital, LLC | 284 | $27.9K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 284 | $27.9K | 0.00% | +36+14.5% | Added |
| Chilton Capital Management LLC | 281 | $27.6K | 0.00% | +281 | New |
| Raffa Wealth Management, LLC | 276 | $27.2K | 0.00% | +15+5.7% | Added |
| TSFG, LLC | 276 | $27.0K | 0.00% | +1+0.4% | Added |
| Coston, McIsaac & Partners | 275 | $27.0K | 0.01% | +3+1.1% | Added |
| SWAN Capital LLC | 274 | $27.0K | 0.01% | −176−39.1% | Reduced |
| Atlantic Trust, LLC | 274 | $27.0K | 0.00% | −161−37.0% | Reduced |
| Hurley Capital, LLC | 271 | $26.6K | 0.01% | +4+1.5% | Added |
| Insight Financial Services | 266 | $26.2K | 0.01% | +143+116.3% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 261 | $25.7K | 0.01% | +261 | New |
| Core Alternative Capital | 255 | $25.1K | 0.01% | −25−8.9% | Reduced |
| Grove Bank & Trust | 253 | $24.9K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 252 | $24.8K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 251 | $24.7K | 0.02% | +82+48.5% | Added |
| Harbor Investment Advisory, LLC | 250 | $24.6K | 0.00% | −40−13.8% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 250 | $24.6K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 250 | $24.6K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 250 | $24.6K | 0.01% | +13+5.5% | Added |
| Fortitude Family Office, LLC | 249 | $24.5K | 0.01% | −2,260−90.1% | Reduced |
| Wilkerson Advisory Group LLC | 247 | $24.3K | 0.01% | +76+44.4% | Added |
| Kennebec Savings Bank | 246 | $24.2K | 0.02% | +9+3.8% | Added |
| Aventus Investment Advisors, Inc. | 238 | $23.4K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 235 | $23.1K | 0.01% | −93−28.4% | Reduced |
| Missouri Trust & Investment Co | 235 | $23.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 229 | $23.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 230 | $22.6K | 0.00% | −149−39.3% | Reduced |
| PlanVest Financial, Inc | 227 | $22.4K | 0.02% | +227 | New |
| Wellington-Altus USA Inc. | 201 | $21.6K | 0.01% | +16+8.6% | Added |
| Salem Investment Counselors Inc | 217 | $21.3K | 0.00% | +217 | New |
| IMG Wealth Management, Inc. | 217 | $21.3K | 0.01% | −416−65.7% | Reduced |
| Consultiva Wealth Management, Corp. | 215 | $21.2K | 0.06% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 215 | $21.2K | 0.00% | +145+207.1% | Added |
| Cassaday & Co Wealth Management LLC | 214 | $21.0K | 0.00% | +214 | New |
| Bayban | 209 | $20.6K | 0.02% | −361−63.3% | Reduced |
| Opal Wealth Advisors, LLC | 205 | $20.2K | 0.00% | +205 | New |
| JPL Wealth Management, LLC | 203 | $20.0K | 0.00% | +203 | New |
| Security National Bank | 200 | $19.7K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 187 | $18.4K | 0.01% | +23+14.0% | Added |
| West Branch Capital LLC | 180 | $17.7K | 0.00% | −40−18.2% | Reduced |
| Founders Capital Management | 180 | $17.7K | 0.01% | −90−33.3% | Reduced |
| Fourth Dimension Wealth, LLC | 180 | $17.7K | 0.01% | −11−5.8% | Reduced |
| VSM Wealth Advisory, LLC | 179 | $17.6K | 0.01% | +29+19.3% | Added |
| Frazier Financial Advisors, LLC | 179 | $17.6K | 0.01% | −30−14.4% | Reduced |
| Aventura Private Wealth, LLC | 178 | $17.5K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 176 | $17.3K | 0.01% | +3+1.7% | Added |
| Financial Freedom, LLC | 169 | $16.6K | 0.01% | +44+35.2% | Added |
| Swiss Re Ltd | 164 | $16.1K | 0.10% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 164 | $16.1K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 162 | $15.9K | 0.00% | +140+636.4% | Added |
| Dunhill Financial, LLC | 161 | $15.9K | 0.00% | −10−5.8% | Reduced |
| BFSG, LLC | 160 | $15.7K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 158 | $15.5K | 0.00% | +3+1.9% | Added |
| HFM Investment Advisors, LLC | 157 | $15.4K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 155 | $15.2K | 0.01% | 00.0% | Unchanged |
| Abound Financial, LLC | 154 | $15.2K | 0.01% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 151 | $14.9K | 0.01% | −186−55.2% | Reduced |
| Atomic Invest LLC | 155 | $14.7K | 0.01% | +10+6.9% | Added |
| Cedar Mountain Advisors, LLC | 149 | $14.6K | 0.00% | +11+8.0% | Added |
| ZRC Wealth Management, LLC | 146 | $14.4K | 0.01% | +37+33.9% | Added |
| Clayton Financial Group LLC | 145 | $14.3K | 0.01% | +100+222.2% | Added |
| Morton Brown Family Wealth, LLC | 144 | $14.2K | 0.00% | −38−20.9% | Reduced |
| J.Safra Asset Management Corp | 144 | $14.2K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 137 | $13.5K | 0.01% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 137 | $13.4K | 0.00% | +137 | New |
| Gen-Wealth Partners Inc | 136 | $13.4K | 0.00% | −82−37.6% | Reduced |
| Prestige Wealth Management Group LLC | 135 | $13.3K | 0.00% | −31−18.7% | Reduced |
| WealthCollab, LLC | 134 | $13.2K | 0.01% | +10+8.1% | Added |