# UNITED PARCEL SVCS INC (UPS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UPS/

- Reporting holders: 102
- Reported value: $191.6M
- Held through calls: 0.5%
- Held through puts: 1.1%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CACTI ASSET MANAGEMENT LLC](https://holderbook.com/funds/1452208-cacti-asset-management-llc/) | $33.4M | 356,031 | 1.8% | 32 |
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $21.9M | 234,063 | 1.7% | 32 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $15.1M | 161,355 | 0.2% | 4 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $15.0M | 159,295 | 0.7% | 32 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $10.4M | 111,069 | 0.1% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.5M | 91,161 | 0.1% | 16 |
| [Kessler Investment Group, LLC](https://holderbook.com/funds/1525947-kessler-investment-group-llc/) | $8.4M | 89,934 | 4.1% | 2 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $5.8M | 61,720 | 0.2% | 25 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $4.6M | 49,260 | 0.8% | 32 |
| [CenterStar Asset Management, LLC](https://holderbook.com/funds/1722053-centerstar-asset-management-llc/) | $4.3M | 14,594 | 1.0% | 3 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $4.2M | 44,744 | 0.3% | 32 |
| [Keystone Financial Planning, Inc.](https://holderbook.com/funds/1596906-keystone-financial-planning-inc/) | $4.2M | 44,446 | 1.0% | 18 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $3.9M | 42,273 | 0.4% | 30 |
| [MFG WEALTH MANAGEMENT, INC.](https://holderbook.com/funds/2053046-mfg-wealth-management-inc/) | $3.0M | 32,600 | 2.2% | 7 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $3.0M | 31,944 | 0.5% | 32 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $2.6M | 27,565 | 0.2% | 16 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $2.4M | 25,657 | 0.1% | 32 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $2.4M | 25,261 | 0.1% | 25 |
| [ABLES, IANNONE, MOORE & ASSOCIATES, INC.](https://holderbook.com/funds/2013713-ables-iannone-moore-associates-inc/) | $2.2M | 23,704 | 1.1% | 12 |
| [BONNESS ENTERPRISES INC](https://holderbook.com/funds/1105471-bonness-enterprises-inc/) | $2.2M | 23,350 | 0.7% | 32 |
| [Horrell Capital Management, Inc.](https://holderbook.com/funds/1385925-horrell-capital-management-inc/) | $1.8M | 19,288 | 1.0% | 32 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $1.6M | 17,127 | 0.6% | 14 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $1.5M | 16,141 | 0.1% | 16 |
| [O'Keefe Stevens Advisory, Inc.](https://holderbook.com/funds/1780565-o-keefe-stevens-advisory-inc/) | $1.4M | 15,145 | 0.3% | 11 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $1.4M | 15,036 | 0.3% | 22 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 102 | $191.6M |
| Q2 2026 | 2,159 | $68.6B |
| Q1 2026 | 2,108 | $53.4B |
| Q4 2025 | 2,132 | $54.9B |
| Q3 2025 | 1,962 | $44.3B |
| Q2 2025 | 2,126 | $54.6B |
| Q1 2025 | 2,206 | $59.0B |
| Q4 2024 | 2,295 | $68.8B |
| Q3 2024 | 2,183 | $77.4B |
| Q2 2024 | 2,187 | $78.7B |
| Q1 2024 | 2,233 | $87.6B |
| Q4 2023 | 2,285 | $91.0B |