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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 31,115 | $3.06M | 0.07% | +31,115 | New |
| Equitable Holdings, Inc. | 30,821 | $3.05M | 0.02% | +1,721+5.9% | Added |
| Perryman Financial Advisory Inc | 30,951 | $3.04M | 0.46% | +162+0.5% | Added |
| Rench Wealth Management, Inc. | 30,936 | $3.04M | 0.92% | +27+0.1% | Added |
| Udine Wealth Management, Inc. | 30,829 | $3.03M | 1.48% | +1,059+3.6% | Added |
| Econ Financial Services Corp | 30,741 | $3.02M | 1.40% | +6,850+28.7% | Added |
| Guyasuta Investment Advisors Inc | 30,701 | $3.02M | 0.17% | −1,360−4.2% | Reduced |
| William Allan, LLC | 30,425 | $2.99M | 1.77% | +239+0.8% | Added |
| MUFG Securities EMEA plc | 30,295 | $2.98M | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 30,233 | $2.97M | 0.14% | +3,569+13.4% | Added |
| Great Lakes Advisors, LLC | 30,190 | $2.97M | 0.02% | +11,388+60.6% | Added |
| Oasis Advisors, LLC | 30,168 | $2.97M | 0.58% | +27,657+1,101.4% | Added |
| Capital Investment Counsel, Inc | 30,159 | $2.97M | 0.36% | −1,022−3.3% | Reduced |
| Gladstone Institutional Advisory LLC | 30,010 | $2.95M | 0.11% | −371−1.2% | Reduced |
| First Dallas Securities Inc. | 29,834 | $2.94M | 1.09% | +14,251+91.5% | Added |
| Clearstead Advisors, LLC | 29,693 | $2.92M | 0.03% | −2,791−8.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 29,611 | $2.91M | 0.23% | +3,436+13.1% | Added |
| Perkins Coie Trust Co | 29,351 | $2.89M | 0.56% | +2,733+10.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 29,348 | $2.89M | 0.08% | −584−2.0% | Reduced |
| Courier Capital LLC | 29,186 | $2.87M | 0.16% | +14,982+105.5% | Added |
| TD Waterhouse Canada Inc. | 29,241 | $2.86M | 0.01% | +4,601+18.7% | Added |
| Change Path, LLC | 28,944 | $2.85M | 0.07% | +1,633+6.0% | Added |
| Capital Investment Counsel, LLC | 28,873 | $2.84M | 0.39% | +28,873 | New |
| Kingsview Wealth Management, LLC | 28,730 | $2.83M | 0.04% | +389+1.4% | Added |
| Cullen Investment Group, Ltd. | 28,703 | $2.82M | 0.37% | −17,514−37.9% | Reduced |
| XML Financial, LLC | 28,553 | $2.81M | 0.23% | −2,251−7.3% | Reduced |
| Loomis Sayles & Co L P | 28,460 | $2.80M | 0.00% | −50,853−64.1% | Reduced |
| Apollon Wealth Management, LLC | 28,394 | $2.79M | 0.05% | −1,199−4.1% | Reduced |
| Destination Wealth Management | 28,336 | $2.79M | 0.07% | +789+2.9% | Added |
| Pallas Capital Advisors LLC | 28,320 | $2.79M | 0.10% | −4,292−13.2% | Reduced |
| Leelyn Smith, LLC | 28,058 | $2.76M | 0.39% | +2,564+10.1% | Added |
| Fairview Capital Investment Management, LLC | 28,015 | $2.76M | 0.15% | −1,994−6.6% | Reduced |
| Quinn Opportunity Partners LLC | 28,000 | $2.75M | 0.14% | −109,000−79.6% | Reduced |
| Argyle Capital Management Inc. | 27,930 | $2.75M | 0.89% | +425+1.5% | Added |
| Motco | 27,820 | $2.74M | 0.25% | +1,686+6.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 27,602 | $2.72M | 0.08% | −2,375−7.9% | Reduced |
| Siemens Fonds Invest GmbH | 27,579 | $2.71M | 0.16% | +183+0.7% | Added |
| EagleClaw Capital Managment, LLC | 27,513 | $2.71M | 0.38% | −5,303−16.2% | Reduced |
| First Pacific Financial | 27,499 | $2.71M | 0.35% | +257+0.9% | Added |
| Miller Financial Services LLC | 27,444 | $2.70M | 3.01% | −1,654−5.7% | Reduced |
| Saudi Central Bank | 27,277 | $2.68M | 0.06% | +27,277 | New |
| Principal Securities, Inc. | 27,273 | $2.68M | 0.04% | +913+3.5% | Added |
| Borer Denton & Associates, Inc. | 27,238 | $2.68M | 0.96% | −175−0.6% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 27,086 | $2.66M | 1.59% | −566−2.0% | Reduced |
| Vinva Investment Management Ltd | 27,951 | $2.65M | 0.03% | +13,792+97.4% | Added |
| Twin Capital Management Inc | 26,880 | $2.64M | 0.34% | +15,668+139.7% | Added |
| Brookmont Capital Management | 26,867 | $2.64M | 1.48% | +2,147+8.7% | Added |
| Old Second National Bank of Aurora | 26,861 | $2.64M | 0.55% | −110.0% | Reduced |
| Cohen Klingenstein LLC | 26,741 | $2.63M | 0.09% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 26,624 | $2.62M | 0.07% | +2,069+8.4% | Added |
| Opus Investment Management Inc | 26,600 | $2.62M | 1.56% | 00.0% | Unchanged |
| Natural Investments, LLC | 26,379 | $2.60M | 0.64% | +282+1.1% | Added |
| Oak Thistle LLC | 26,334 | $2.59M | 0.25% | +8,494+47.6% | Added |
| Bleakley Financial Group, LLC | 26,299 | $2.59M | 0.04% | +2,760+11.7% | Added |
| Cypress Wealth Services, LLC | 26,276 | $2.58M | 0.36% | +1,067+4.2% | Added |
| Resources Management Corp | 26,225 | $2.58M | 0.34% | −575−2.1% | Reduced |
| Kestra Investment Management, LLC | 26,171 | $2.57M | 0.04% | +23,962+1,084.7% | Added |
| Mather Group, LLC. | 26,094 | $2.57M | 0.03% | −9,484−26.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 26,094 | $2.57M | 0.12% | +1,109+4.4% | Added |
| Pine Valley Investments Ltd Liability Co | 26,079 | $2.57M | 0.12% | +704+2.8% | Added |
| Norris Financial Group, LLC | 26,063 | $2.56M | 0.84% | −1,218−4.5% | Reduced |
| Jacobi Capital Management LLC | 26,048 | $2.56M | 0.14% | −1,359−5.0% | Reduced |
| Squarepoint Ops LLC | 25,911 | $2.55M | 0.01% | −515,496−95.2% | Reduced |
| Cardinal Capital Management | 25,886 | $2.55M | 0.33% | +378+1.5% | Added |
| Banque Cantonale Vaudoise | 25,814 | $2.54M | 0.10% | −7,654−22.9% | Reduced |
| Bourne Lent Asset Management Inc | 25,783 | $2.54M | 0.93% | 00.0% | Unchanged |
| SWP Investment Management LLC | 25,561 | $2.51M | 1.88% | +6,955+37.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 25,397 | $2.50M | 1.09% | +569+2.3% | Added |
| Visionary Wealth Advisors | 25,393 | $2.50M | 0.11% | +16,310+179.6% | Added |
| Morningstar Investment Management LLC | 25,383 | $2.50M | 0.15% | +2,022+8.7% | Added |
| Ascent Group, LLC | 25,374 | $2.50M | 0.09% | +148+0.6% | Added |
| Moss Adams Wealth Advisors LLC | 25,308 | $2.49M | 0.18% | +87+0.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 25,307 | $2.49M | 0.12% | +1,958+8.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 25,269 | $2.49M | 0.09% | +7,500+42.2% | Added |
| Van Den Berg Management I, Inc | 25,193 | $2.48M | 0.57% | −120.0% | Reduced |
| E. Ohman J:or Asset Management AB | 25,126 | $2.47M | 0.07% | +5,000+24.8% | Added |
| WealthShield Partners, LLC | 25,067 | $2.47M | 0.27% | +1,287+5.4% | Added |
| Hodges Capital Management Inc. | 25,008 | $2.46M | 0.20% | +20,771+490.2% | Added |
| DKRT Investments Corp. | 25,000 | $2.46M | 0.62% | 00.0% | Unchanged |
| Americana Partners, LLC | 24,899 | $2.45M | 0.06% | −1,248−4.8% | Reduced |
| Hennessy Advisors Inc | 24,800 | $2.44M | 0.09% | −34,800−58.4% | Reduced |
| Advisors Capital Management, LLC | 24,791 | $2.44M | 0.03% | −31−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 24,692 | $2.43M | 0.06% | −764−3.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 24,656 | $2.43M | 0.06% | −389−1.6% | Reduced |
| Benin Management CORP | 24,597 | $2.42M | 0.54% | +400+1.7% | Added |
| Empirical Finance, LLC | 24,411 | $2.40M | 0.11% | −43−0.2% | Reduced |
| WBI Investments | 24,342 | $2.39M | 0.66% | −7,051−22.5% | Reduced |
| Millington Securities, LLC | 24,342 | $2.39M | 0.66% | +24,342 | New |
| Measured Risk Portfolios, Inc. | 24,329 | $2.39M | 2.64% | −376−1.5% | Reduced |
| Coldstream Capital Management Inc | 24,268 | $2.39M | 0.03% | +12,950+114.4% | Added |
| Wedbush Securities Inc | 24,267 | $2.39M | 0.07% | +2,861+13.4% | Added |
| Aviso Financial Inc. | 24,232 | $2.38M | 0.08% | +3,993+19.7% | Added |
| Tokio Marine Asset Management Co Ltd | 24,129 | $2.37M | 0.09% | 00.0% | Unchanged |
| Stolper Co | 12,181 | $2.37M | 0.78% | −17,482−58.9% | Reduced |
| Independent Investors Inc | 24,028 | $2.36M | 0.47% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 24,000 | $2.36M | 0.39% | −39,000−61.9% | Reduced |
| Avidian Wealth Solutions, LLC | 23,775 | $2.34M | 0.07% | +10,726+82.2% | Added |
| QTR Family Wealth, LLC | 22,584 | $2.33M | 0.97% | −212−0.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,646 | $2.33M | 0.04% | +35+0.1% | Added |
| Klingenstein Fields & Co LP | 23,626 | $2.32M | 0.09% | 00.0% | Unchanged |