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 |
|---|---|---|---|---|---|
| Marion Wealth Management | 17,895 | $1.76M | 0.39% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 17,879 | $1.76M | 0.40% | +70.0% | Added |
| Clear Creek Financial Management, LLC | 17,560 | $1.73M | 0.13% | +2,048+13.2% | Added |
| Guidance Capital, Inc | 17,607 | $1.73M | 0.39% | +11,622+194.2% | Added |
| LongView Wealth Management | 16,681 | $1.72M | 0.43% | +25+0.2% | Added |
| Diversify Wealth Management, LLC | 16,148 | $1.72M | 0.03% | +11,473+245.4% | Added |
| Mairs & Power Inc | 17,427 | $1.71M | 0.02% | −2,365−11.9% | Reduced |
| Independence Bank of Kentucky | 17,379 | $1.71M | 0.22% | −1,084−5.9% | Reduced |
| Krilogy Financial LLC | 16,266 | $1.71M | 0.06% | −2,002−11.0% | Reduced |
| Beacon Investment Advisors LLC | 17,353 | $1.71M | 0.64% | +32+0.2% | Added |
| KCM Investment Advisors LLC | 17,179 | $1.69M | 0.06% | −600−3.4% | Reduced |
| Arete Wealth Advisors, LLC | 16,998 | $1.67M | 0.13% | −1,000−5.6% | Reduced |
| Harvest Investment Advisors, LLC | 16,942 | $1.67M | 0.93% | +3,565+26.7% | Added |
| Cornerstone Wealth Management, LLC | 16,932 | $1.67M | 0.08% | −124−0.7% | Reduced |
| BIP Wealth, LLC | 16,882 | $1.66M | 0.07% | −434−2.5% | Reduced |
| Avail Investment Partners, LLC | 16,827 | $1.66M | 1.77% | +16,827 | New |
| Exchange Traded Concepts, LLC | 16,808 | $1.65M | 0.01% | −26,982−61.6% | Reduced |
| Searle & Co. | 16,795 | $1.65M | 0.42% | −300−1.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16,785 | $1.65M | 0.55% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 16,742 | $1.65M | 0.04% | −1,046−5.9% | Reduced |
| Creative Financial Designs Inc | 16,635 | $1.64M | 0.10% | −436−2.6% | Reduced |
| Strengthening Families & Communities, LLC | 16,587 | $1.63M | 0.41% | +16,587 | New |
| North Star Investment Management Corp. | 16,551 | $1.63M | 0.10% | −498−2.9% | Reduced |
| Donoghue Forlines LLC | 16,522 | $1.63M | 0.45% | +16,522 | New |
| Ausdal Financial Partners, Inc. | 16,428 | $1.62M | 0.07% | −1,585−8.8% | Reduced |
| EverSource Wealth Advisors, LLC | 16,391 | $1.61M | 0.05% | +924+6.0% | Added |
| McDaniel Terry & Co | 16,314 | $1.60M | 0.14% | −96−0.6% | Reduced |
| Summit Wealth Group LLC | 16,313 | $1.60M | 0.17% | +341+2.1% | Added |
| Telos Capital Management, Inc. | 16,313 | $1.60M | 0.15% | −585−3.5% | Reduced |
| Landscape Capital Management, L.L.C. | 16,243 | $1.60M | 0.10% | −39,720−71.0% | Reduced |
| NBT Bank N A | 16,212 | $1.59M | 0.10% | −165−1.0% | Reduced |
| Skopos Labs, Inc. | 16,210 | $1.59M | 0.05% | +4,635+40.0% | Added |
| RFG Advisory, LLC | 16,025 | $1.58M | 0.03% | −19,232−54.5% | Reduced |
| Groupe la Francaise | 16,000 | $1.58M | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 15,955 | $1.57M | 0.10% | −113−0.7% | Reduced |
| SRS Capital Advisors, Inc. | 15,942 | $1.57M | 0.04% | −22,331−58.3% | Reduced |
| Sagespring Wealth Partners, LLC | 15,913 | $1.57M | 0.03% | +1,218+8.3% | Added |
| Center for Wealth Management Advisory | 15,908 | $1.57M | 1.13% | +1,780+12.6% | Added |
| Wealthedge Investment Advisors, LLC | 15,889 | $1.56M | 0.57% | −47,736−75.0% | Reduced |
| Orca Investment Management, LLC | 15,881 | $1.56M | 1.33% | −1,102−6.5% | Reduced |
| Daymark Wealth Partners, LLC | 15,854 | $1.56M | 0.05% | −2,119−11.8% | Reduced |
| GHP Investment Advisors, Inc. | 15,832 | $1.56M | 0.06% | +710+4.7% | Added |
| Ridgewood Investments LLC | 15,807 | $1.56M | 0.64% | +15,807 | New |
| Maltin Wealth Management, Inc. | 15,764 | $1.55M | 0.59% | +619+4.1% | Added |
| Prime Capital Investment Advisors, LLC | 15,747 | $1.55M | 0.02% | +247+1.6% | Added |
| Old Port Advisors | 15,743 | $1.55M | 0.36% | −713−4.3% | Reduced |
| Argent Advisors, Inc. | 15,726 | $1.55M | 0.42% | +1,640+11.6% | Added |
| NWM Advisors, LLC | 15,718 | $1.55M | 1.41% | −1,634−9.4% | Reduced |
| Sculati Wealth Management, LLC | 15,687 | $1.54M | 0.57% | −765−4.6% | Reduced |
| Associated Banc-Corp | 15,675 | $1.54M | 0.04% | −15,848−50.3% | Reduced |
| JT Stratford LLC | 15,666 | $1.54M | 0.20% | +1,346+9.4% | Added |
| Laurion Capital Management LP | 15,666 | $1.54M | 0.14% | +15,666 | New |
| Geneos Wealth Management Inc. | 15,636 | $1.54M | 0.04% | −2,909−15.7% | Reduced |
| Zullo Investment Group, Inc. | 15,624 | $1.54M | 0.58% | +80+0.5% | Added |
| Procyon Private Wealth Partners, LLC | 15,582 | $1.53M | 0.08% | +8,612+123.6% | Added |
| Bluebird Wealth Management LLC | 15,576 | $1.53M | 1.57% | +523+3.5% | Added |
| Tweedy, Browne Co LLC | 15,515 | $1.53M | 0.12% | +5,673+57.6% | Added |
| Richard W. Paul & Associates, LLC | 15,473 | $1.52M | 0.51% | +156+1.0% | Added |
| Green Square Capital Advisors LLC | 15,443 | $1.52M | 0.16% | +11,704+313.0% | Added |
| Royal Fund Management, LLC | 15,414 | $1.52M | 0.15% | +5,500+55.5% | Added |
| Hantz Financial Services, Inc. | 15,364 | $1.51M | 0.02% | +89+0.6% | Added |
| First Horizon Corp | 15,187 | $1.49M | 0.06% | +13,747+954.7% | Added |
| Auxier Asset Management | 15,150 | $1.49M | 0.21% | −42−0.3% | Reduced |
| RM Financial Services, LLC | 15,023 | $1.48M | 1.27% | +433+3.0% | Added |
| Heartwood Wealth Advisors LLC | 15,014 | $1.48M | 0.13% | +12,043+405.4% | Added |
| American Assets Investment Management, LLC | 15,000 | $1.48M | 0.10% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 14,964 | $1.47M | 0.07% | +14,964 | New |
| Sawyer & Company, Inc | 14,919 | $1.47M | 0.57% | −1,302−8.0% | Reduced |
| Postrock Partners LLC | 14,916 | $1.47M | 0.68% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 14,912 | $1.47M | 0.83% | −66−0.4% | Reduced |
| Tradition Wealth Management, LLC | 14,889 | $1.46M | 0.10% | +1,130+8.2% | Added |
| Bradley Foster & Sargent Inc | 14,877 | $1.46M | 0.02% | +940+6.7% | Added |
| Cherokee Insurance Co | 14,800 | $1.46M | 0.55% | +1,000+7.2% | Added |
| Shrier Wealth Management, LLC | 14,757 | $1.45M | 0.53% | +3,679+33.2% | Added |
| Horst & Graben Wealth Management LLC | 13,309 | $1.44M | 0.20% | +16+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,634 | $1.44M | 0.07% | −70−0.5% | Reduced |
| Mendel Money Management | 14,620 | $1.44M | 0.60% | +825+6.0% | Added |
| Alesco Advisors LLC | 14,574 | $1.43M | 0.04% | +14,574 | New |
| Kinneret Advisory, LLC | 14,535 | $1.43M | 0.14% | −644−4.2% | Reduced |
| Clear Street Markets LLC | 14,522 | $1.43M | 0.69% | +9,525+190.6% | Added |
| Heritage Trust Co | 14,466 | $1.42M | 0.14% | +991+7.4% | Added |
| Vericrest Private Wealth | 14,397 | $1.42M | 1.27% | 00.0% | Unchanged |
| Green Ridge Wealth Planning LLC | 14,326 | $1.41M | 0.74% | −278−1.9% | Reduced |
| McDonald Partners LLC | 14,326 | $1.41M | 0.33% | −193−1.3% | Reduced |
| Octavia Wealth Advisors, LLC | 14,231 | $1.40M | 0.13% | +906+6.8% | Added |
| Argent Trust Co | 14,228 | $1.40M | 0.05% | +864+6.5% | Added |
| Probity Advisors, Inc. | 14,203 | $1.40M | 0.22% | +281+2.0% | Added |
| Sunbelt Securities, Inc. | 14,150 | $1.39M | 0.09% | +942+7.1% | Added |
| Hilltop Holdings Inc. | 14,148 | $1.39M | 0.13% | −7,749−35.4% | Reduced |
| Aptus Capital Advisors, LLC | 13,977 | $1.38M | 0.01% | −1,909−12.0% | Reduced |
| Bull Harbor Capital LLC | 13,952 | $1.37M | 0.37% | +13,952 | New |
| Glass Wealth Management Co LLC | 13,950 | $1.37M | 0.53% | −920−6.2% | Reduced |
| Sivia Capital Partners, LLC | 13,950 | $1.37M | 0.27% | +2,358+20.3% | Added |
| Venturi Wealth Management, LLC | 13,904 | $1.37M | 0.06% | +288+2.1% | Added |
| Cascade Investment Advisors, Inc. | 13,891 | $1.37M | 0.81% | −715−4.9% | Reduced |
| Capital Financial Group Inc | 13,826 | $1.36M | 0.75% | +466+3.5% | Added |
| CMT Capital Markets Trading GmbH | 13,757 | $1.35M | 0.62% | +8,572+165.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 13,720 | $1.35M | 0.01% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 13,715 | $1.35M | 1.35% | +122+0.9% | Added |
| Waller Financial Planning Group, Inc | 13,696 | $1.35M | 0.30% | +102+0.8% | Added |