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Livermore
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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 2025

Institutional positions in United Parcel Service Inc as of Mar 31, 2025. 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
2,202
−51 vs. Q4 2024
Shares held
504.3M
−5.86M (−1.1%) vs. Q4 2024
Total value
$55.4B
−$8.93B (−13.9%) vs. Q4 2024
New holders
187
927 more added
Sold out
238
840 more reduced

40 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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.

Institutional holdersQ1 2025: 2,202 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ1 2025: $55.4B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$84.2B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q4 2024.

Institutions holding UPS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Winthrop Capital Management, LLC4$00.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.2$2730.00%00.0%Unchanged
Bear Mountain Capital, Inc.3$2940.00%+3New
Cherry Tree Wealth Management, LLC3$3300.00%00.0%Unchanged
Anfield Capital Management, LLC5$5500.00%−5−50.0%Reduced
Parkworth Wealth Management, Inc.5$5500.00%−3−37.5%Reduced
Caitong International Asset Management Co., Ltd5$5500.00%+5New
HFM Investment Advisors, LLC5$5500.00%+5New
Riggs Asset Managment Co. Inc.6$6600.00%−4−40.0%Reduced
Nova Wealth Management, Inc.6$6600.00%+6New
Bernard Wealth Management Corp.7$7700.00%+7New
CKW Financial Group5$1.00K0.00%00.0%Unchanged
Dakota Community Bank & Trust NA10$1.10K0.01%00.0%Unchanged
Osterweis Capital Management Inc10$1.10K0.00%+10New
Game Plan Financial Advisors, LLC11$1.21K0.00%−300−96.5%Reduced
ROSS\JOHNSON & Associates LLC13$1.43K0.02%00.0%Unchanged
Bay Harbor Wealth Management, LLC16$1.76K0.00%+16New
Global Wealth Strategies & Associates17$1.87K0.00%00.0%Unchanged
Hara Capital LLC18$1.98K0.00%00.0%Unchanged
Bare Financial Services, Inc18$1.98K0.00%+18New
NVWM, LLC19$2.09K0.00%+14+280.0%Added
1 North Wealth Services LLC19$2.09K0.00%+19New
Atwood & Palmer Inc20$2.20K0.00%00.0%Unchanged
Sofos Investments, Inc.20$2.20K0.00%+20New
Investment Management Corp21$2.31K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC21$2.31K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC24$2.39K0.00%+4+20.0%Added
Holos Integrated Wealth LLC22$2.42K0.00%−63−74.1%Reduced
Synergy Investment Management, LLC22$2.42K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC22$2.42K0.00%+15+214.3%Added
PayPay Securities Corp23$2.53K0.14%+3+15.0%Added
PFG Private Wealth Management, LLC24$2.64K0.00%−2−7.7%Reduced
Trifecta Capital Advisors, LLC25$2.75K0.00%00.0%Unchanged
MB, Levis & Associates, LLC25$2.75K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC26$2.84K0.00%+1+4.0%Added
Tortoise Investment Management, LLC26$2.86K0.00%00.0%Unchanged
Financial Connections Group, Inc.31$3.00K0.00%00.0%Unchanged
Marquette Asset Management, LLC28$3.08K0.00%00.0%Unchanged
Howard Capital Management Group, LLC28$3.08K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC28$3.08K0.00%+28New
Lord & Richards Wealth Management, LLC29$3.19K0.00%+29New
Main Street Group, LTD30$3.28K0.00%+14+87.5%Added
Activest Wealth Management30$3.29K0.00%+28+1,400.0%Added
Princeton Global Asset Management LLC30$3.30K0.00%−216−87.8%Reduced
Atlas Capital Advisors LLC31$3.41K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.31$3.41K0.00%+12+63.2%Added
Newton One Investments LLC32$3.49K0.00%+1+3.2%Added
Robinswood Financial LLC33$3.73K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC34$3.74K0.00%00.0%Unchanged
Capital A Wealth Management, LLC36$3.96K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.30$4.00K0.00%00.0%Unchanged
Compass Financial Services Inc38$4.23K0.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC39$4.29K0.00%+39New
Estabrook Capital Management40$4.40K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC40$4.45K0.00%+40New
Aspect Partners, LLC45$4.95K0.00%−4−8.2%Reduced
Signature Resources Capital Management, LLC45$4.95K0.00%00.0%Unchanged
Dogwood Wealth Management LLC46$5.06K0.00%+46New
Quest 10 Wealth Builders, Inc.47$5.16K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC50$5.50K0.00%00.0%Unchanged
Nordwand Advisors, LLC50$5.50K0.00%00.0%Unchanged
CGC Financial Services, LLC50$5.50K0.00%00.0%Unchanged
Centennial Bank50$5.50K0.00%00.0%Unchanged
Pineridge Advisors LLC51$5.65K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.53$5.83K0.00%−111−67.7%Reduced
Kozak & Associates, Inc.60$5.89K0.00%+40+200.0%Added
1620 Investment Advisors, Inc.56$6.16K0.00%00.0%Unchanged
Fairway Wealth LLC59$6.49K0.00%00.0%Unchanged
Costello Asset Management, INC60$6.60K0.00%−15−20.0%Reduced
Highline Wealth Partners LLC61$6.69K0.00%−18−22.8%Reduced
Lowe Wealth Advisors, LLC66$7.26K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC67$7.40K0.01%+67New
Union Bancaire Privee, UBP SA68$7.46K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC69$7.64K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC70$7.70K0.00%+10+16.7%Added
Wealth Preservation Advisors, LLC70$7.70K0.01%+70New
ZRC Wealth Management, LLC70$7.70K0.00%00.0%Unchanged
Evolution Advisers, Inc.79$8.00K0.00%00.0%Unchanged
Eukles Asset Management73$8.03K0.00%00.0%Unchanged
Proathlete Wealth Management LLC76$8.36K0.00%+76New
Gould Capital, LLC83$9.13K0.01%00.0%Unchanged
YANKCOM Partnership83$9.13K0.01%00.0%Unchanged
Gables Capital Management Inc.86$9.46K0.00%00.0%Unchanged
Olistico Wealth, LLC86$9.46K0.01%00.0%Unchanged
Crewe Advisors LLC86$9.46K0.00%00.0%Unchanged
Cheviot Value Management, LLC100$9.56K0.00%+100New
Vermillion Wealth Management, Inc.87$9.57K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.90$9.90K0.00%00.0%Unchanged
Horizon Financial Services, LLC90$9.90K0.01%+90New
Elite Financial, Inc.100$10.0K0.01%+100New
Burkett Financial Services, LLC92$10.2K0.00%+1+1.1%Added
Hughes Financial Services, LLC99$10.8K0.00%+99New
Mascoma Wealth Management LLC100$11.0K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.100$11.0K0.00%00.0%Unchanged
Family CFO Inc100$11.0K0.01%00.0%Unchanged
HWG Holdings LP100$11.0K0.00%+100New
GoalVest Advisory LLC103$11.3K0.00%00.0%Unchanged
AllSquare Wealth Management LLC104$11.4K0.01%00.0%Unchanged
HighMark Wealth Management LLC104$11.5K0.01%+28+36.8%Added
Clark Wealth Partners105$11.5K0.01%−36−25.5%Reduced