United Parcel Service Inc

UPS

Exchange: NYSE
Industry: Trucking & Courier Services (No Air)
SEC CIK: 0001090727

SEC filings (opens in a new tab)

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.

Institutional holdersQ1 2026: 2,120 institutions

Value heldQ1 2026: $49.4B

Institutions holding UPS and their total value by quarter
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.

Institutions holding UPS in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Avalon Trust Co	134	$13.1K	0.00%	00.0%	Unchanged
DB Fitzpatrick & Co, Inc	129	$12.7K	0.01%	00.0%	Unchanged
Kilter Group LLC	123	$12.1K	0.01%	+1+0.8%	Added
HighMark Wealth Management LLC	121	$11.9K	0.00%	−18−12.9%	Reduced
Miller Global Investments, LLC	116	$11.4K	0.01%	00.0%	Unchanged
SIMA Wealth Partners, LLC	112	$11.0K	0.01%	00.0%	Unchanged
Kimelman & Baird, LLC	102	$10.0K	0.00%	00.0%	Unchanged
Strive Financial Group ,LLC	100	$10.0K	0.01%	00.0%	Unchanged
Atlantic Edge Private Wealth Management, LLC	100	$9.84K	0.00%	00.0%	Unchanged
Nvest Wealth Strategies, Inc.	100	$9.84K	0.01%	00.0%	Unchanged
McMillan Office, Inc.	100	$9.84K	0.00%	00.0%	Unchanged
Protective Life Corp	100	$9.84K	0.03%	+100	New
Magnolia Wealth Management, LLC	100	$9.84K	0.01%	+100	New
Synergy Investment Management, LLC	100	$9.84K	0.00%	+100	New
Burkett Financial Services, LLC	98	$9.73K	0.00%	+1+1.0%	Added
Kayne Anderson Rudnick Investment Management LLC	94	$9.25K	0.00%	−2,936−96.9%	Reduced
Rosenberg Matthew Hamilton	90	$8.85K	0.00%	−803−89.9%	Reduced
Private Wealth Management Group, LLC	85	$8.36K	0.00%	+4+4.9%	Added
Intentional Wealth Strategies, LLC	84	$8.26K	0.01%	+84	New
YANKCOM Partnership	83	$8.17K	0.00%	00.0%	Unchanged
E Fund Management (Hong Kong) Co., Ltd.	83	$8.17K	0.00%	+78+1,560.0%	Added
Hughes Financial Services, LLC	81	$7.97K	0.00%	+16+24.6%	Added
Arlington Trust Co LLC	79	$7.77K	0.00%	+79	New
Bell Investment Advisors, Inc	75	$7.38K	0.00%	−50−40.0%	Reduced
Olistico Wealth, LLC	75	$7.38K	0.00%	00.0%	Unchanged
IFG Advisory, LLC	75	$7.38K	0.02%	−10,878−99.3%	Reduced
Bay Harbor Wealth Management, LLC	75	$7.38K	0.00%	+16+27.1%	Added
1620 Investment Advisors, Inc.	73	$7.24K	0.00%	+25+52.1%	Added
Sankala Group LLC	75	$7.18K	0.01%	00.0%	Unchanged
Eukles Asset Management	73	$7.18K	0.00%	00.0%	Unchanged
Westfuller Advisors, LLC	73	$7.14K	0.00%	−11−13.1%	Reduced
Evolution Advisers, Inc.	79	$7.00K	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	71	$6.98K	0.01%	00.0%	Unchanged
EFG International AG	70	$6.89K	0.00%	−822−92.2%	Reduced
Gould Capital, LLC	70	$6.89K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	67	$6.59K	0.00%	+46+219.0%	Added
High Note Wealth, LLC	67	$6.59K	0.00%	+5+8.1%	Added
Nemes Rush Group LLC	66	$6.45K	0.00%	+1+1.5%	Added
Field & Main Bank	65	$6.39K	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	64	$6.30K	0.00%	−53−45.3%	Reduced
Wealth Science Advisors LLC	63	$6.25K	0.00%	+63	New
Godfrey Financial Associates, Inc.	62	$6.10K	0.01%	00.0%	Unchanged
Dogwood Wealth Management LLC	61	$6.00K	0.00%	+17+38.6%	Added
Mechanics Financial Corp	60	$5.90K	0.00%	−180−75.0%	Reduced
Westside Investment Management, Inc.	60	$5.90K	0.00%	−79−56.8%	Reduced
Signature Resources Capital Management, LLC	60	$5.90K	0.00%	−3−4.8%	Reduced
McGuire Capital Advisors Inc	60	$5.90K	0.00%	−2−3.2%	Reduced
Wealth Preservation Advisors, LLC	59	$5.80K	0.00%	+35+145.8%	Added
Cornerstone Financial Management LLC	58	$5.71K	0.01%	+4+7.4%	Added
Valued Wealth Advisors LLC	57	$5.57K	0.00%	−2−3.4%	Reduced
Boyd Watterson Asset Management LLC	51	$5.02K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	50	$4.92K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	50	$4.92K	0.00%	00.0%	Unchanged
Centennial Bank	50	$4.92K	0.00%	00.0%	Unchanged
Walsh & Associates, LLC	50	$4.92K	0.00%	00.0%	Unchanged
Comprehensive Financial Planning, Inc.	50	$4.92K	0.00%	00.0%	Unchanged
Wall Street Access Asset Management, LLC	48	$4.84K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	49	$4.82K	0.00%	+9+22.5%	Added
POM Investment Strategies, LLC	48	$4.72K	0.01%	+48	New
Financial Management Professionals, Inc.	46	$4.53K	0.00%	−6−11.5%	Reduced
Vermillion Wealth Management, Inc.	46	$4.53K	0.00%	+46	New
Tripletail Wealth Management, LLC	45	$4.42K	0.01%	00.0%	Unchanged
Stone House Investment Management, LLC	42	$4.08K	0.00%	+16+61.5%	Added
Quest 10 Wealth Builders, Inc.	41	$3.98K	0.00%	00.0%	Unchanged
Estabrook Capital Management	40	$3.94K	0.00%	00.0%	Unchanged
Smallwood Wealth Investment Management, LLC	39	$3.84K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	37	$3.64K	0.00%	+9+32.1%	Added
Front Row Advisors LLC	35	$3.44K	0.00%	00.0%	Unchanged
Newton One Investments LLC	34	$3.35K	0.00%	+1+3.0%	Added
Accordant Advisory Group Inc	33	$3.25K	0.00%	−14,472−99.8%	Reduced
Atlas Capital Advisors LLC	31	$3.05K	0.00%	00.0%	Unchanged
Financial Connections Group, Inc.	31	$3.00K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	30	$2.95K	0.00%	00.0%	Unchanged
True Link Financial Advisors, LLC	30	$2.95K	0.00%	+30	New
United Financial Planning Group LLC	30	$2.95K	0.00%	+30	New
Virginia Estate & Retirement Planning Advisors Inc.	29	$2.85K	0.01%	+29	New
MB, Levis & Associates, LLC	25	$2.46K	0.00%	00.0%	Unchanged
Portus Wealth Advisors, LLC	25	$2.46K	0.00%	+25	New
Torren Management, LLC	22	$2.16K	0.00%	−269−92.4%	Reduced
Holos Integrated Wealth LLC	22	$2.15K	0.00%	00.0%	Unchanged
Paladin Partners, LLC	21	$2.07K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	21	$2.07K	0.00%	00.0%	Unchanged
Whipplewood Advisors, LLC	21	$2.07K	0.00%	+21	New
Atwood & Palmer Inc	20	$1.97K	0.00%	00.0%	Unchanged
C M Bidwell & Associates Ltd	20	$1.97K	0.00%	00.0%	Unchanged
NVWM, LLC	20	$1.97K	0.00%	00.0%	Unchanged
Retirement Wealth Solutions LLC	19	$1.87K	0.00%	−10−34.5%	Reduced
1 North Wealth Services LLC	19	$1.87K	0.00%	00.0%	Unchanged
Silicon Valley Capital Partners	18	$1.80K	0.00%	+18	New
First Financial Corp	18	$1.77K	0.00%	−11−37.9%	Reduced
Howard Capital Management Group, LLC	18	$1.77K	0.00%	00.0%	Unchanged
Hara Capital LLC	18	$1.77K	0.00%	00.0%	Unchanged
Vanguard Advisers Inc	18	$1.77K	0.00%	+18	New
PayPay Securities Corp	16	$1.68K	0.06%	−102−86.4%	Reduced
Boreal Capital Management LLC	17	$1.67K	0.00%	−950−98.2%	Reduced
Mosley Wealth Management	19	$1.62K	0.00%	+19	New
CBIZ Investment Advisory Services, LLC	16	$1.57K	0.00%	−97−85.8%	Reduced
Main Street Group, LTD	16	$1.57K	0.00%	+16	New
Burk Holdings LLC	15	$1.48K	0.00%	+15	New
Kozak & Associates, Inc.	13	$1.36K	0.00%	−42−76.4%	Reduced