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 |
|---|---|---|---|---|---|
| Meridian Wealth Management, LLC | 23,584 | $2.32M | 0.08% | +11,071+88.5% | Added |
| Harbour Investments, Inc. | 23,544 | $2.32M | 0.04% | +12,274+108.9% | Added |
| Te Ahumairangi Investment Management Ltd | 23,536 | $2.32M | 0.39% | +1,250+5.6% | Added |
| Bailard, Inc. | 23,413 | $2.30M | 0.05% | +90.0% | Added |
| Jane Street Group, LLC | 23,401 | $2.30M | 0.00% | −864,451−97.4% | Reduced |
| Horizon Investments, LLC | 23,392 | $2.30M | 0.03% | +1,409+6.4% | Added |
| Waters Parkerson & Co., LLC | 23,324 | $2.29M | 0.12% | −2,324−9.1% | Reduced |
| Quadrant Capital Group LLC | 23,284 | $2.29M | 0.07% | +669+3.0% | Added |
| Bonness Enterprises Inc | 23,150 | $2.28M | 0.83% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 23,004 | $2.26M | 0.31% | +2,205+10.6% | Added |
| Virtu Financial LLC | 22,993 | $2.26M | 0.09% | −13,427−36.9% | Reduced |
| Ostrum Asset Management | 22,952 | $2.26M | 0.13% | +11,974+109.1% | Added |
| Tilson Financial Group, Inc. | 22,871 | $2.25M | 0.68% | −27−0.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 22,500 | $2.21M | 0.37% | +22,500 | New |
| Carmel Capital Partners, LLC | 22,444 | $2.21M | 0.80% | −530−2.3% | Reduced |
| Alight Capital Management LP | 22,444 | $2.21M | 0.64% | +2,444+12.2% | Added |
| Horrell Capital Management, Inc. | 22,337 | $2.20M | 1.00% | −1,993−8.2% | Reduced |
| Hillman Capital Management, Inc. | 22,316 | $2.20M | 1.52% | −2,300−9.3% | Reduced |
| Farmers & Merchants Investments Inc | 22,296 | $2.19M | 0.06% | −545−2.4% | Reduced |
| Atomi Financial Group, Inc. | 22,199 | $2.18M | 0.07% | +2,108+10.5% | Added |
| Quantitative Investment Management, LLC | 22,186 | $2.18M | 0.23% | +22,186 | New |
| Mitchell & Pahl Private Wealth, LLC | 22,129 | $2.18M | 0.88% | +1,788+8.8% | Added |
| Sovereign Financial Group, Inc. | 22,098 | $2.17M | 0.38% | +60.0% | Added |
| Cyndeo Wealth Partners, LLC | 22,086 | $2.17M | 0.11% | −69,947−76.0% | Reduced |
| Ritholtz Wealth Management | 22,061 | $2.17M | 0.04% | −2,616−10.6% | Reduced |
| Bluefin Capital Management, LLC | – | $2.16M | 2.10% | – | – |
| Liberty Wealth Management LLC | 20,932 | $2.16M | 0.27% | +18,367+716.1% | Added |
| Manske Wealth Management | 21,960 | $2.16M | 0.61% | +4,628+26.7% | Added |
| Cresset Asset Management, LLC | 21,882 | $2.15M | 0.01% | +1,494+7.3% | Added |
| Park National Corp | 21,855 | $2.15M | 0.07% | +14,955+216.7% | Added |
| Cowa, LLC | 21,732 | $2.14M | 0.58% | +770+3.7% | Added |
| Campbell & CO Investment Adviser LLC | 21,718 | $2.14M | 0.12% | +13,990+181.0% | Added |
| One Capital Management, LLC | 21,684 | $2.13M | 0.06% | +28+0.1% | Added |
| Stratos Wealth Partners, LTD. | 21,614 | $2.13M | 0.02% | −2,557−10.6% | Reduced |
| Northwest Bancshares, Inc. | 21,553 | $2.12M | 0.42% | −18,877−46.7% | Reduced |
| North Dakota State Investment Board | 21,263 | $2.09M | 0.09% | −3,907−15.5% | Reduced |
| Washington Trust Advisors, Inc. | 21,257 | $2.09M | 0.17% | −124−0.6% | Reduced |
| Evolve Private Wealth, LLC | 21,226 | $2.09M | 0.11% | −813−3.7% | Reduced |
| Parallel Advisors, LLC | 21,220 | $2.09M | 0.04% | +780+3.8% | Added |
| Fiduciary Alliance LLC | 20,121 | $2.08M | 0.13% | +4,434+28.3% | Added |
| Savvy Advisors, Inc. | 21,083 | $2.07M | 0.06% | +3,175+17.7% | Added |
| Metis Global Partners, LLC | 21,052 | $2.07M | 0.05% | −2,362−10.1% | Reduced |
| Boomfish Wealth Group, LLC | 20,965 | $2.06M | 1.10% | −634−2.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 20,921 | $2.06M | 0.30% | +20,921 | New |
| Meeder Asset Management Inc | 20,898 | $2.06M | 0.12% | +9,268+79.7% | Added |
| Summit Global Investments | 20,780 | $2.04M | 0.12% | +7,478+56.2% | Added |
| Carlson Capital L P | 20,706 | $2.04M | 0.80% | +15,406+290.7% | Added |
| CFC Planning Co LLC | 20,647 | $2.03M | 1.47% | +2,199+11.9% | Added |
| HBW Advisory Services LLC | 20,626 | $2.03M | 0.21% | +225+1.1% | Added |
| Pacitti Group Inc. | 20,505 | $2.02M | 0.74% | +2,184+11.9% | Added |
| Rodgers Brothers Inc. | 20,485 | $2.02M | 0.23% | +156+0.8% | Added |
| Pavion Blue Capital, LLC | 20,449 | $2.01M | 0.87% | −329−1.6% | Reduced |
| MUFG Securities Americas Inc. | 20,448 | $2.01M | 0.13% | +539+2.7% | Added |
| Moors & Cabot, Inc. | 20,398 | $2.01M | 0.09% | −1,130−5.2% | Reduced |
| Exencial Wealth Advisors, LLC | 20,373 | $2.00M | 0.06% | +602+3.0% | Added |
| Arbor Capital Management Inc | 19,851 | $2.00M | 1.63% | +389+2.0% | Added |
| Voleon Capital Management LP | 20,276 | $1.99M | 0.04% | +20,276 | New |
| Investors Asset Management of Georgia Inc | 20,245 | $1.99M | 0.82% | +4,075+25.2% | Added |
| Charter Trust Co | 20,081 | $1.98M | 0.12% | −3,757−15.8% | Reduced |
| Culbertson A N & Co Inc | 20,069 | $1.97M | 0.26% | +4,297+27.2% | Added |
| ProVise Management Group, LLC | 20,020 | $1.97M | 0.14% | +738+3.8% | Added |
| Canandaigua National Corp | 20,015 | $1.97M | 0.18% | +20,015 | New |
| Advanced Asset Management Advisors Inc | 20,000 | $1.97M | 0.54% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 19,994 | $1.97M | 0.08% | −100−0.5% | Reduced |
| Gateway Wealth Partners, LLC | 19,930 | $1.96M | 0.08% | +10,730+116.6% | Added |
| Vestcor Inc | 19,872 | $1.96M | 0.05% | +5,939+42.6% | Added |
| Oak Harbor Wealth Partners, LLC | 19,704 | $1.94M | 0.45% | +440+2.3% | Added |
| Inceptionr LLC | 19,591 | $1.93M | 0.46% | +19,591 | New |
| Cladis Investment Advisory, LLC | 19,570 | $1.93M | 1.06% | −2,968−13.2% | Reduced |
| Choate Investment Advisors | 19,564 | $1.92M | 0.04% | +244+1.3% | Added |
| NewEdge Wealth, LLC | 19,495 | $1.92M | 0.02% | −1,066−5.2% | Reduced |
| Christine Messmer PC | 19,418 | $1.91M | 1.22% | +2,677+16.0% | Added |
| Pinnacle Associates Ltd | 19,392 | $1.91M | 0.02% | −1,613−7.7% | Reduced |
| Pure Financial Advisors, Inc. | 19,352 | $1.90M | 0.03% | −274−1.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 19,316 | $1.90M | 0.13% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 19,148 | $1.90M | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 19,273 | $1.90M | 0.02% | +632+3.4% | Added |
| Arq Wealth Advisors, LLC | 19,112 | $1.88M | 0.34% | +11,967+167.5% | Added |
| Alerus Financial NA | 19,077 | $1.88M | 0.09% | +4,414+30.1% | Added |
| CBOE Vest Financial, LLC | 18,988 | $1.87M | 0.02% | +1,863+10.9% | Added |
| Mediolanum International Funds Ltd | 19,639 | $1.86M | 0.02% | −20,362−50.9% | Reduced |
| Evergreen Wealth Solutions, LLC | 18,928 | $1.86M | 0.13% | +18,928 | New |
| Am Investment Strategies LLC | 18,861 | $1.86M | 0.41% | −174−0.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 18,817 | $1.85M | 0.43% | −12,928−40.7% | Reduced |
| Schulhoff & Co Inc | 18,806 | $1.85M | 0.76% | −39−0.2% | Reduced |
| Rehmann Capital Advisory Group | 18,789 | $1.85M | 0.10% | +250+1.3% | Added |
| FLC Capital Advisors | 18,769 | $1.85M | 0.33% | −1,978−9.5% | Reduced |
| Wahed Invest LLC | 18,744 | $1.84M | 0.24% | −580−3.0% | Reduced |
| We Are One Seven, LLC | 18,667 | $1.84M | 0.04% | −3,794−16.9% | Reduced |
| Investment Research Partners LLC | 18,609 | $1.83M | 0.74% | −60−0.3% | Reduced |
| V-Square Quantitative Management LLC | 18,602 | $1.83M | 0.19% | +1,655+9.8% | Added |
| Arnhold LLC | 18,370 | $1.81M | 0.13% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 18,267 | $1.80M | 0.33% | +44+0.2% | Added |
| McAdam, LLC | 18,218 | $1.79M | 0.08% | −594−3.2% | Reduced |
| Umb Bank N A | 18,077 | $1.78M | 0.02% | −617−3.3% | Reduced |
| Perpetual Ltd | 18,075 | $1.78M | 0.03% | −217−1.2% | Reduced |
| BLVD Private Wealth, LLC | 18,057 | $1.78M | 1.54% | −4,541−20.1% | Reduced |
| Flavin Financial Services, Inc. | 18,056 | $1.78M | 1.20% | +382+2.2% | Added |
| Ignite Planners, LLC | 18,074 | $1.78M | 0.27% | −462−2.5% | Reduced |
| Donaldson Capital Management, LLC | 17,951 | $1.77M | 0.06% | +1,941+12.1% | Added |