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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| Capital Investment Advisory Services, LLC | 42,630 | $4.19M | 0.31% | +321+0.8% | Added |
| Dynamic Advisor Solutions LLC | 42,466 | $4.18M | 0.13% | +19,957+88.7% | Added |
| Boston Research & Management Inc | 42,437 | $4.17M | 0.97% | +3,172+8.1% | Added |
| Eliot Finkel Investment Counsel, LLC | 41,995 | $4.13M | 2.25% | +4,190+11.1% | Added |
| Hartford Investment Management Co | 41,982 | $4.13M | 0.13% | −632−1.5% | Reduced |
| Brookstone Capital Management | 41,730 | $4.11M | 0.05% | +17,596+72.9% | Added |
| Mubadala Investment Co PJSC | 41,698 | $4.10M | 0.02% | +41,698 | New |
| Signaturefd, LLC | 41,696 | $4.10M | 0.06% | +254+0.6% | Added |
| Inspire Advisors, LLC | 41,581 | $4.09M | 0.33% | −3,313−7.4% | Reduced |
| Welch & Forbes LLC | 41,251 | $4.06M | 0.05% | −599−1.4% | Reduced |
| PEAK6 LLC | 41,244 | $4.06M | 0.12% | +12,007+41.1% | Added |
| Prudential PLC | 41,066 | $4.04M | 0.03% | +27,138+194.8% | Added |
| Savant Capital, LLC | 40,981 | $4.03M | 0.02% | +3,659+9.8% | Added |
| Stablepoint Partners, LLC | 40,979 | $4.03M | 0.60% | +40,979 | New |
| APG Asset Management N.V. | 47,202 | $4.03M | 0.01% | −9,399−16.6% | Reduced |
| Iams Wealth Management, LLC | 40,847 | $4.02M | 1.40% | −1,241−2.9% | Reduced |
| Waterfront Wealth Inc. | 40,826 | $4.02M | 0.74% | −497−1.2% | Reduced |
| Northwest & Ethical Investments L.P. | 40,719 | $4.01M | 0.09% | −18,614−31.4% | Reduced |
| Builder Investment Group Inc | 40,311 | $3.97M | 0.86% | −211−0.5% | Reduced |
| Vision Capital Management, Inc. | 40,136 | $3.95M | 0.50% | +792+2.0% | Added |
| Vontobel Holding Ltd. | 39,934 | $3.93M | 0.01% | −50,984−56.1% | Reduced |
| Adams Asset Advisors, LLC | 39,924 | $3.93M | 0.44% | +3,877+10.8% | Added |
| Palouse Capital Management, Inc. | 39,789 | $3.91M | 2.59% | −782−1.9% | Reduced |
| Highland Capital Management, LLC | 39,652 | $3.90M | 0.21% | −90−0.2% | Reduced |
| First Manhattan Co | 39,592 | $3.90M | 0.01% | −12,688−24.3% | Reduced |
| Atria Investments LLC | 39,584 | $3.89M | 0.04% | −6,850−14.8% | Reduced |
| First Citizens Bank & Trust Co | 39,492 | $3.89M | 0.08% | −3,736−8.6% | Reduced |
| Columbia Asset Management | 39,370 | $3.87M | 0.74% | +1,208+3.2% | Added |
| Providence Capital Advisors, LLC | 39,316 | $3.87M | 0.63% | +1,056+2.8% | Added |
| Park Avenue Securities LLC | 39,263 | $3.86M | 0.03% | +3,020+8.3% | Added |
| CWM Advisors, LLC | 39,213 | $3.86M | 0.23% | +38,891+12,078.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 39,187 | $3.86M | 0.60% | +39,187 | New |
| Allspring Global Investments Holdings, LLC | 39,180 | $3.84M | 0.01% | +5,403+16.0% | Added |
| Dupree Financial Group, LLC | 38,471 | $3.78M | 1.52% | −65,912−63.1% | Reduced |
| Scotia Capital Inc. | 38,092 | $3.75M | 0.02% | −24,116−38.8% | Reduced |
| Verdence Capital Advisors LLC | 37,808 | $3.72M | 0.22% | +17,026+81.9% | Added |
| Gilbert & Cook, Inc. | 37,782 | $3.72M | 0.48% | −3,184−7.8% | Reduced |
| Naples Global Advisors, LLC | 37,768 | $3.72M | 0.27% | −536−1.4% | Reduced |
| Butensky & Cohen Financial Security, Inc | 37,750 | $3.71M | 0.98% | +4,108+12.2% | Added |
| Louisiana State Employees Retirement System | 37,700 | $3.71M | 0.07% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 37,676 | $3.71M | 0.19% | +4,989+15.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 37,591 | $3.70M | 0.80% | −27,058−41.9% | Reduced |
| Foundations Investment Advisors, LLC | 37,447 | $3.68M | 0.05% | +8,891+31.1% | Added |
| Truvestments Capital LLC | 37,381 | $3.68M | 0.66% | +3,257+9.5% | Added |
| Stanley-Laman Group, Ltd. | 37,348 | $3.67M | 0.45% | +9,217+32.8% | Added |
| Summit Trail Advisors, LLC | 37,313 | $3.67M | 0.05% | +3,312+9.7% | Added |
| Capital Square, LLC | 34,239 | $3.66M | 1.69% | +7,427+27.7% | Added |
| Legato Capital Management LLC | 37,000 | $3.64M | 0.33% | +12,000+48.0% | Added |
| Frank, Rimerman Advisors LLC | 36,899 | $3.63M | 0.24% | +165+0.4% | Added |
| Sigma Planning Corp | 36,722 | $3.61M | 0.10% | +9,941+37.1% | Added |
| Mount Yale Investment Advisors, LLC | 36,695 | $3.61M | 0.09% | +33,120+926.4% | Added |
| Delphi Financial Group, Inc. | 36,535 | $3.59M | 1.62% | +14,065+62.6% | Added |
| Maryland State Retirement & Pension System | 36,495 | $3.59M | 0.07% | 00.0% | Unchanged |
| First Foundation Advisors | 36,461 | $3.59M | 0.14% | −139,652−79.3% | Reduced |
| KMG Fiduciary Partners, LLC | 36,336 | $3.57M | 0.26% | +2,160+6.3% | Added |
| Sovereign's Capital Management, LLC | 36,275 | $3.57M | 2.63% | −17,658−32.7% | Reduced |
| JB Capital LLC | 36,203 | $3.56M | 0.14% | +1,224+3.5% | Added |
| HBK Sorce Advisory LLC | 35,060 | $3.53M | 0.07% | +1,054+3.1% | Added |
| Perigon Wealth Management, LLC | 35,752 | $3.52M | 0.06% | +2,510+7.6% | Added |
| Rayburn West Financial Services LLC | 35,722 | $3.51M | 2.07% | +927+2.7% | Added |
| IHT Wealth Management, LLC | 35,474 | $3.49M | 0.08% | +8,715+32.6% | Added |
| Ashton Thomas Private Wealth, LLC | 35,468 | $3.49M | 0.08% | −101,021−74.0% | Reduced |
| Summit Financial, LLC | 35,436 | $3.49M | 0.04% | +1,052+3.1% | Added |
| Laurel Wealth Advisors LLC | 34,397 | $3.47M | 0.34% | +7,257+26.7% | Added |
| Trask Adam Roland | 35,086 | $3.45M | 3.27% | +35,086 | New |
| Armstrong Advisory Group, Inc | 34,533 | $3.40M | 0.23% | −6,754−16.4% | Reduced |
| Bank of New Hampshire | 34,492 | $3.39M | 0.78% | 00.0% | Unchanged |
| Shelton Capital Management | 34,268 | $3.37M | 0.07% | +27,109+378.7% | Added |
| New Mexico Educational Retirement Board | 34,162 | $3.36M | 0.10% | 00.0% | Unchanged |
| PDS Planning, Inc | 34,088 | $3.35M | 0.22% | −646−1.9% | Reduced |
| Grimes & Company, Inc. | 33,916 | $3.34M | 0.09% | +15,313+82.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 33,500 | $3.30M | 0.03% | +2,120+6.8% | Added |
| Buckingham Strategic Partners | 33,494 | $3.30M | 0.03% | −4,124−11.0% | Reduced |
| Woodstock Corp | 33,464 | $3.29M | 0.29% | −1,757−5.0% | Reduced |
| Point72 Asset Management, L.P. | 33,422 | $3.29M | 0.01% | +33,422 | New |
| Texas Yale Capital Corp. | 33,328 | $3.28M | 0.09% | +1,150+3.6% | Added |
| EP Wealth Advisors, LLC | 33,074 | $3.25M | 0.02% | +1,362+4.3% | Added |
| Anchor Investment Management, LLC | 32,972 | $3.24M | 0.27% | −687−2.0% | Reduced |
| Ancora Advisors, LLC | 32,946 | $3.24M | 0.07% | −1,353−3.9% | Reduced |
| Walleye Trading LLC | 32,397 | $3.19M | 0.07% | −73,125−69.3% | Reduced |
| Emerald Investment Advisers, LLC | 32,387 | $3.19M | 0.29% | +32,387 | New |
| Keating Investment Counselors Inc | 32,232 | $3.17M | 0.79% | −125−0.4% | Reduced |
| Signature Wealth Management Group | 32,213 | $3.17M | 1.20% | +183+0.6% | Added |
| CMG Global Holdings, LLC | 32,121 | $3.16M | 1.51% | +6,074+23.3% | Added |
| Community Bank, N.A. | 32,068 | $3.15M | 0.38% | −1,871−5.5% | Reduced |
| Iowa State Bank | 32,060 | $3.15M | 0.58% | −128−0.4% | Reduced |
| Cohen Investment Advisors LLC | 31,967 | $3.14M | 1.49% | +474+1.5% | Added |
| Redmond Asset Management, LLC | 31,837 | $3.13M | 0.86% | +636+2.0% | Added |
| Morton Community Bank | 31,827 | $3.13M | 0.68% | +260+0.8% | Added |
| Harvest Portfolios Group Inc. | 31,802 | $3.13M | 0.05% | +6,908+27.7% | Added |
| Csenge Advisory Group | 31,775 | $3.13M | 0.14% | +10,818+51.6% | Added |
| Baker Avenue Asset Management, LP | 31,678 | $3.12M | 0.07% | +1,231+4.0% | Added |
| Kornitzer Capital Management Inc | 31,584 | $3.11M | 0.07% | −2,879−8.4% | Reduced |
| Brevan Howard Capital Management LP | 31,575 | $3.11M | 0.03% | −27,661−46.7% | Reduced |
| Monarch Capital Management Inc | 31,458 | $3.09M | 0.76% | +833+2.7% | Added |
| Collar Capital Management, LLC | 31,457 | $3.09M | 2.00% | −17−0.1% | Reduced |
| Mfg Wealth Management, Inc. | 31,436 | $3.09M | 2.56% | +9,774+45.1% | Added |
| Fisher Funds Management LTD | 31,258 | $3.08M | 0.09% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 31,153 | $3.06M | 0.14% | +412+1.3% | Added |
| OmniStar Financial Group, Inc. | 31,143 | $3.06M | 1.59% | +1,228+4.1% | Added |