UNITED PARCEL SVCS INC (UPS)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
102
Reporting holders
$191.6M
Reported value
0.5%
Calls
1.1%
Puts
-2,057
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CACTI ASSET MANAGEMENT LLC | $33.4M | 356,031 | 1.77% | 32q | -1.5%-$520.3K |
| CapWealth Advisors, LLC | $21.9M | 234,063 | 1.65% | 32q | HELD |
| Gradient Investments LLC | $15.1M | 161,355 | 0.22% | 4q | +16.4%+$2.1M |
| Sound Income Strategies, LLC | $15.0M | 159,295 | 0.67% | 32q | +2.5%+$365.0K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $10.4M | 111,069 | 0.12% | 3q | -1.3%-$136.4K |
| Farther Finance Advisors, LLC | $8.5M | 91,161 | 0.06% | 16q | +62.3%+$3.3M |
| Kessler Investment Group, LLC | $8.4M | 89,934 | 4.05% | 2q | +118.3%+$4.6M |
| Venture Visionary Partners LLC | $5.8M | 61,720 | 0.15% | 25q | +10.2%+$534.8K |
| Lincoln Capital LLC | $4.6M | 49,260 | 0.81% | 32q | -1.1%-$49.3K |
| CenterStar Asset Management, LLC | $4.3M | 14,594 | 1.01% | 3q | HELD |
| Cooper Financial Group | $4.2M | 44,744 | 0.33% | 32q | -0.7%-$29.4K |
| Keystone Financial Planning, Inc. | $4.2M | 44,446 | 1.03% | 18q | -1.1%-$45.4K |
| Adams Asset Advisors, LLC | $3.9M | 42,273 | 0.40% | 30q | +1.1%+$44.1K |
| MFG WEALTH MANAGEMENT, INC. | $3.0M | 32,600 | 2.21% | 7q | +3.3%+$97.7K |
| Iowa State Bank | $3.0M | 31,944 | 0.50% | 32q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $2.6M | 27,565 | 0.16% | 16q | +0.7%+$18.1K |
| Valeo Financial Advisors, LLC | $2.4M | 25,657 | 0.05% | 32q | -0.9%-$22.7K |
| Avidian Wealth Enterprises, LLC | $2.4M | 25,261 | 0.07% | 25q | -4.2%-$103.3K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $2.2M | 23,704 | 1.15% | 12q | -9.3%-$227.6K |
| BONNESS ENTERPRISES INC | $2.2M | 23,350 | 0.71% | 32q | HELD |
| Horrell Capital Management, Inc. | $1.8M | 19,288 | 0.95% | 32q | -4.3%-$80.9K |
| Ridgewood Investments LLC | $1.6M | 17,127 | 0.59% | 14q | +2.3%+$36.5K |
| Heartwood Wealth Advisors LLC | $1.5M | 16,141 | 0.12% | 16q | -2.7%-$41.2K |
| O'Keefe Stevens Advisory, Inc. | $1.4M | 15,145 | 0.29% | 11q | +15.2%+$187.1K |
| Bank of New Hampshire | $1.4M | 15,036 | 0.30% | 22q | -56.4%-$1.8M |
| WALLER FINANCIAL PLANNING GROUP, INC | $1.4M | 14,665 | 0.28% | 22q | HELD |
| Green Ridge Wealth Planning LLC | $1.3M | 14,322 | 0.54% | 4q | HELD |
| CoreCap Advisors, LLC | $1.3M | 13,452 | 0.04% | 9q | +10.7%+$121.4K |
| GAMMA Investing LLC | $1.2M | 13,229 | 0.04% | 12q | -20.4%-$317.2K |
| HF Advisory Group, LLC | $1.1M | 11,893 | 0.33% | 8q | +8.1%+$83.7K |
| ROCKLAND TRUST CO | $1.0M | 10,801 | 0.04% | 29q | +3.9%+$38.1K |
| Investors Research Corp | $924.3K | 9,892 | 0.16% | 31q | -1.3%-$12.5K |
| ANB BANK | $845.0K | 9,043 | 0.30% | 8q | -15.7%-$157.9K |
| DIVERSIFIED MANAGEMENT INC | $774.4K | 8,288 | 0.14% | new | NEW |
| Applied Capital LLC/FL | $735.4K | 7,870 | 0.29% | 16q | -1.6%-$12.1K |
| Wealth Enhancement Trust Services, Inc. | $734.2K | 7,857 | 0.08% | 4q | +379.4%+$581.0K |
| Wedmont Private Capital | $645.6K | 6,859 | 0.02% | 4q | +141.2%+$377.9K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $643.3K | 6,885 | 0.06% | 20q | -18.6%-$147.3K |
| LAWOOD & CO | $634.7K | 6,793 | 0.44% | 4q | -21.7%-$175.6K |
| Galvin, Gaustad & Stein, LLC | $629.7K | 6,738 | 0.05% | 24q | HELD |
| ALKEME WEALTH, LLC | $619.0K | 6,625 | 0.23% | 32q | HELD |
| Acropolis Investment Management, LLC | $603.2K | 6,455 | 0.02% | 20q | -47.4%-$544.4K |
| PARK NATIONAL CORP /OH/ | $585.8K | 6,269 | 0.02% | 32q | -20.1%-$147.6K |
| Castleview Partners, LLC | $515.3K | 5,515 | 0.23% | 5q | +17.3%+$76.1K |
| Stonebridge Financial Group, LLC | $499.5K | 5,346 | 0.04% | 8q | -2.1%-$10.6K |
| Dickmeyer Boyce Financial Management, Inc. | $497.8K | 5,327 | 0.25% | 3q | +1.1%+$5.2K |
| Mirador Capital Partners LP | $490.2K | 5,246 | 0.06% | 2q | +2.2%+$10.5K |
| Versant Capital Management, Inc | $451.3K | 4,830 | 0.04% | 32q | +3.6%+$15.9K |
| JUNCTURE WEALTH STRATEGIES, LLC | $441.6K | 4,726 | 0.11% | 4q | +14.5%+$56.1K |
| Bangor Savings Bank | $419.7K | 4,492 | 0.03% | 32q | +2.7%+$10.8K |
| MRA Advisory Group | $368.8K | 3,947 | 0.14% | 24q | -13.7%-$58.3K |
| VISTA INVESTMENT PARTNERS LLC | $336.9K | 3,606 | 0.09% | 12q | -2.0%-$6.8K |
| First Heartland Consultants, Inc. | $333.8K | 3,572 | 0.02% | 6q | +73.9%+$141.8K |
| Allen Mooney & Barnes Investment Advisors LLC | $317.2K | 3,395 | 0.05% | 4q | -1.5%-$4.9K |
| Bill Few Associates, Inc. | $315.2K | 3,373 | 0.07% | 4q | +18.4%+$49.1K |
| MOODY NATIONAL BANK TRUST DIVISION | $303.8K | 3,251 | 0.03% | 32q | -2.1%-$6.5K |
| Stokes Capital Advisors, LLC | $303.7K | 3,250 | 0.07% | 3q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $286.0K | 3,061 | 0.18% | 7q | HELD |
| New Covenant Trust Company, N.A. | $275.6K | 2,950 | 0.19% | 11q | +9.4%+$23.7K |
| Breakwater Capital Group | $273.2K | 2,924 | 0.03% | 16q | -1.7%-$4.7K |
| Apella Capital, LLC | $260.3K | 2,820 | 0.00% | 2q | +50.2%+$87.0K |
| Weaver Consulting Group | $256.3K | 2,743 | 0.05% | 31q | -16.6%-$50.9K |
| Successful Portfolios LLC | $254.4K | 2,732 | 0.12% | 32q | -10.2%-$29.1K |
| Canandaigua National Trust Co of Florida | $254.2K | 2,721 | 0.14% | 6q | -65.6%-$484.5K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $225.3K | 2,411 | 0.02% | 32q | -7.2%-$17.5K |
| Hickory Point Bank & Trust | $225.3K | 2,411 | 0.14% | 4q | -3.0%-$7.0K |
| Everhart Financial Group, Inc. | $215.3K | 2,304 | 0.01% | 4q | -10.9%-$26.4K |
| Martin Capital Partners, LLC | $214.8K | 2,299 | 0.08% | 30q | HELD |
| Balefire, LLC | $213.0K | 2,280 | 0.03% | 14q | -11.2%-$26.8K |
| CogentBlue Wealth Advisors, LLC | $206.4K | 2,209 | 0.19% | 8q | -33.5%-$104.0K |
| CHAPIN DAVIS, INC. | $204.5K | 2,189 | 0.04% | 2q | +4.1%+$8.1K |
| Bank & Trust Co | $190.4K | 2,038 | 0.12% | 10q | HELD |
| Bullock Wealth Management Group | $177.8K | 1,894 | 0.07% | 11q | +4.1%+$7.0K |
| Trust Co | $164.7K | 1,763 | 0.01% | 32q | -1.3%-$2.2K |
| MassMutual Private Wealth & Trust, FSB | $159.9K | 1,711 | 0.00% | 32q | HELD |
| GK Wealth Management LLC | $127.4K | 1,363 | 0.07% | new | NEW |
| EASTERN BANK | $115.0K | 1,231 | 0.00% | 14q | -2.8%-$3.3K |
| TOTH FINANCIAL ADVISORY CORP | $76.5K | 819 | 0.01% | 32q | +6.2%+$4.5K |
| General Partner, Inc. | $69.6K | 745 | 0.04% | 16q | HELD |
| Planning Strategies Inc. | $66.2K | 709 | 0.04% | 2q | HELD |
| Coastline Trust Co | $65.4K | 700 | 0.01% | 32q | -25.0%-$21.8K |
| Rosenberg Matthew Hamilton | $63.2K | 676 | 0.01% | 27q | +659.6%+$54.8K |
| Davis Capital Management | $60.2K | 644 | 0.04% | 13q | -8.5%-$5.6K |
| Quintet Private Bank (Europe) S.A. | $56.1K | 600 | 0.00% | 16q | HELD |
| Marquette Asset Management, LLC | $45.1K | 483 | 0.01% | 31q | -17.0%-$9.3K |
| ELEVATION WEALTH PARTNERS, LLC | $44.8K | 479 | 0.01% | 8q | +124.9%+$24.9K |
| Grove Bank & Trust | $39.5K | 423 | 0.00% | 32q | +11.6%+$4.1K |
| Roxbury Financial LLC | $36.8K | 393 | 0.03% | 8q | -2.7%-$1.0K |
| GoalVest Advisory LLC | $30.6K | 328 | 0.01% | 4q | +21.5%+$5.4K |
| TOMPKINS FINANCIAL CORP | $30.4K | 325 | 0.00% | 31q | -40.6%-$20.7K |
| Pacifica Partners Inc. | $28.8K | 307 | 0.01% | 22q | HELD |
| Aventus Investment Advisors, Inc. | $22.2K | 238 | 0.02% | 6q | HELD |
| Mn Services Vermogensbeheer B.V. | $20.3K | 216,966 | 0.15% | 31q | HELD |
| Byrne Asset Management LLC | $18.8K | 200 | 0.01% | 20q | HELD |
| FIRST COMMUNITY TRUST NA | $12.1K | 129 | 0.00% | 20q | HELD |
| Miller Global Investments, LLC | $10.8K | 116 | 0.01% | 4q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $9.5K | 101 | 0.00% | 12q | +1.0% |
| CX Institutional | $8.0K | 85,952 | 0.22% | 31q | +959.0%+$7.3K |
| Olistico Wealth, LLC | $7.0K | 75 | 0.00% | 4q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $4.5K | 48 | 0.00% | new | NEW |
Showing the largest 100 of 106 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-31 | 2026-08-31 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 102 | $191.6M | 2,015,256 | 4 | 34 | 40 | 1.5% |
| Q2 2026 | 2,159 | $68.6B | 601,121,950 | 172 | 835 | 746 | 5.8% |
| Q1 2026 | 2,108 | $53.4B | 507,713,394 | 147 | 851 | 694 | 6.6% |
| Q4 2025 | 2,132 | $54.9B | 508,271,577 | 229 | 678 | 821 | 8.1% |
| Q3 2025 | 1,962 | $44.3B | 477,336,670 | 134 | 708 | 818 | 9.9% |
| Q2 2025 | 2,126 | $54.6B | 503,711,338 | 142 | 830 | 795 | 6.6% |
| Q1 2025 | 2,206 | $59.0B | 504,817,264 | 164 | 860 | 780 | 6.0% |
| Q4 2024 | 2,295 | $68.8B | 514,556,270 | 128 | 708 | 912 | 5.6% |
| Q3 2024 | 2,183 | $77.4B | 537,318,596 | 129 | 754 | 884 | 5.4% |
| Q2 2024 | 2,187 | $78.7B | 542,130,896 | 123 | 762 | 856 | 5.7% |
| Q1 2024 | 2,233 | $87.6B | 552,963,145 | 114 | 895 | 784 | 6.2% |
| Q4 2023 | 2,285 | $91.0B | 547,039,475 | 103 | 698 | 919 | 5.4% |
| Q3 2023 | 2,216 | $84.0B | 511,132,741 | 96 | 766 | 822 | 5.3% |
| Q2 2023 | 2,276 | $96.0B | 507,915,984 | 128 | 749 | 844 | 5.2% |
| Q1 2023 | 2,280 | $107.1B | 535,519,202 | 153 | 856 | 698 | 3.1% |
| Q4 2022 | 2,244 | $96.4B | 530,105,674 | 119 | 821 | 688 | 4.5% |
| Q3 2022 | 2,140 | $89.4B | 525,093,802 | 117 | 807 | 647 | 5.0% |
| Q2 2022 | 2,165 | $99.2B | 522,058,816 | 93 | 944 | 639 | 3.9% |
| Q1 2022 | 2,249 | $114.8B | 513,836,780 | 120 | 885 | 718 | 4.1% |
| Q4 2021 | 2,248 | $114.5B | 506,362,055 | 179 | 763 | 639 | 5.2% |
| Q3 2021 | 1,990 | $96.8B | 503,109,970 | 102 | 758 | 639 | 5.3% |
| Q2 2021 | 2,027 | $110.2B | 503,277,250 | 161 | 675 | 745 | 5.1% |
| Q1 2021 | 1,980 | $88.8B | 495,764,688 | 133 | 732 | 662 | 5.0% |
| Q4 2020 | 1,950 | $87.8B | 489,283,851 | 142 | 652 | 688 | 5.7% |
| Q3 2020 | 1,804 | $86.3B | 488,649,201 | 221 | 479 | 784 | 5.6% |
| Q2 2020 | 1,647 | $57.1B | 489,488,990 | 147 | 623 | 574 | 4.6% |
| Q1 2020 | 1,608 | $47.2B | 481,267,563 | 145 | 667 | 533 | 4.6% |
| Q4 2019 | 1,643 | $61.7B | 501,714,382 | 98 | 570 | 489 | 4.8% |
| Q3 2019 | 1,506 | $61.3B | 487,619,563 | 101 | 502 | 584 | 4.7% |
| Q2 2019 | 1,480 | $53.7B | 482,640,251 | 81 | 569 | 524 | 6.9% |
| Q1 2019 | 1,518 | $56.9B | 484,297,764 | 125 | 572 | 489 | 4.9% |
| Q4 2018 | 1,446 | $49.6B | 487,411,703 | 12 | 27 | 24 | 4.2% |