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.
| 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 2025
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blue Chip Partners, Inc. | 5,620 | $618.1K | 0.05% | −982−14.9% | Reduced |
| Darwin Advisors, LLC | 4,908 | $618.9K | 0.21% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 5,641 | $620.5K | 0.30% | +5,641 | New |
| Robertson Stephens Wealth Management, LLC | 5,671 | $623.8K | 0.02% | +262+4.8% | Added |
| Guidance Capital, Inc | 6,481 | $624.8K | 0.19% | −1,003−13.4% | Reduced |
| Absher Wealth Management, LLC | 5,696 | $626.5K | 0.08% | +500+9.6% | Added |
| Pinnacle Wealth Management Group, Inc. | 5,700 | $626.9K | 0.44% | −3,448−37.7% | Reduced |
| Brown Capital Management LLC | 5,701 | $627.1K | 0.02% | −1,400−19.7% | Reduced |
| SeaCrest Wealth Management, LLC | 5,718 | $628.9K | 0.07% | +325+6.0% | Added |
| Fortress Financial Group, LLC | 5,734 | $630.7K | 0.63% | +714+14.2% | Added |
| Sandy Spring Bank | 5,736 | $630.9K | 0.03% | −4,774−45.4% | Reduced |
| Mayflower Financial Advisors, LLC | 5,748 | $632.3K | 0.10% | +365+6.8% | Added |
| Sonora Investment Management Group, LLC | 5,752 | $632.6K | 0.05% | +1,781+44.9% | Added |
| Mystic Asset Management, Inc. | 5,757 | $633.2K | 0.17% | +1,327+30.0% | Added |
| Essex Savings Bank | 5,795 | $637.4K | 0.16% | −354−5.8% | Reduced |
| IFG Advisory, LLC | 5,810 | $639.0K | 0.04% | +116+2.0% | Added |
| AMG National Trust Bank | 5,822 | $640.4K | 0.02% | −2,069−26.2% | Reduced |
| Syntax Research, Inc. | 5,823 | $640.5K | 0.44% | +965+19.9% | Added |
| Founders Financial Alliance, LLC | 5,826 | $640.9K | 0.16% | +697+13.6% | Added |
| Harbour Trust & Investment Management Co | 5,843 | $642.7K | 0.08% | −1,259−17.7% | Reduced |
| Joel Isaacson & Co., LLC | 5,854 | $643.9K | 0.03% | +276+4.9% | Added |
| CenterStar Asset Management, LLC | 5,855 | $644.0K | 0.92% | +5,855 | New |
| RPS Advisory Solutions LLC | 5,867 | $645.4K | 0.46% | +284+5.1% | Added |
| Strait & Sound Wealth Management LLC | 5,874 | $646.1K | 0.30% | +5,874 | New |
| Journey Strategic Wealth LLC | 5,897 | $648.6K | 0.02% | +2,105+55.5% | Added |
| Rothschild Investment LLC | 5,908 | $649.8K | 0.04% | −233−3.8% | Reduced |
| Palisade Capital Management LLC | 5,925 | $651.7K | 0.02% | +45+0.8% | Added |
| Symphony Financial, Ltd. Co. | 6,694 | $652.4K | 0.39% | +386+6.1% | Added |
| NorthCrest Asset Manangement, LLC | 5,934 | $652.8K | 0.02% | +1,871+46.0% | Added |
| Richwood Investment Advisors, LLC | 5,974 | $657.0K | 0.56% | −258−4.1% | Reduced |
| Financial Advisory Corp | 5,984 | $658.0K | 0.21% | +1,227+25.8% | Added |
| Tradewinds Capital Management, LLC | 6,000 | $659.9K | 0.18% | −44−0.7% | Reduced |
| Hodges Capital Management Inc. | 6,012 | $661.0K | 0.07% | +824+15.9% | Added |
| Manske Wealth Management | 6,037 | $664.0K | 0.25% | +649+12.0% | Added |
| Weaver Capital Management LLC | 6,040 | $664.3K | 0.18% | −31−0.5% | Reduced |
| Boothbay Fund Management, LLC | 6,044 | $664.8K | 0.02% | +6,044 | New |
| HM Payson & Co | 6,048 | $665.2K | 0.01% | +2,490+70.0% | Added |
| Court Place Advisors, LLC | 6,080 | $668.7K | 0.22% | −427−6.6% | Reduced |
| Marks Wealth, LLC | 6,083 | $669.1K | 0.25% | +6,083 | New |
| Gsa Capital Partners LLP | 6,111 | $672.0K | 0.06% | +3,035+98.7% | Added |
| Brown, Lisle/Cummings, Inc. | 6,115 | $672.6K | 0.19% | +1,280+26.5% | Added |
| Studio Investment Management LLC | 6,132 | $674.5K | 0.14% | +927+17.8% | Added |
| Smartleaf Asset Management LLC | 6,154 | $674.8K | 0.07% | +139+2.3% | Added |
| Main Street Financial Solutions, LLC | 6,138 | $675.1K | 0.06% | +1,542+33.6% | Added |
| Ausdal Financial Partners, Inc. | 6,149 | $676.3K | 0.05% | +1,043+20.4% | Added |
| Marex Group plc | 6,161 | $677.6K | 0.01% | −13,642−68.9% | Reduced |
| Balentine LLC | 6,164 | $678.0K | 0.03% | +6,164 | New |
| Mendel Money Management | 6,178 | $679.5K | 0.32% | +228+3.8% | Added |
| Wealth Management Partners, LLC | 6,184 | $680.2K | 0.32% | +166+2.8% | Added |
| Erste Asset Management GmbH | 6,215 | $681.5K | 0.01% | −1,455−19.0% | Reduced |
| Private Trust Co NA | 6,227 | $685.0K | 0.07% | +1,033+19.9% | Added |
| Maridea Wealth Management LLC | 6,248 | $687.2K | 0.22% | +6,248 | New |
| Equitable Trust Co | 6,262 | $688.8K | 0.04% | +1,330+27.0% | Added |
| First Bank & Trust | 6,263 | $688.9K | 0.13% | −488−7.2% | Reduced |
| Cobblestone Capital Advisors LLC | 6,266 | $689.2K | 0.04% | +4,231+207.9% | Added |
| Private Wealth Asset Management, LLC | 6,326 | $695.8K | 0.10% | +6,326 | New |
| Keynote Financial Services LLC | 6,337 | $697.0K | 0.50% | +2,637+71.3% | Added |
| Alan B. Lancz & Associates, Inc. | 6,370 | $700.6K | 0.75% | 00.0% | Unchanged |
| Twin Capital Management Inc | 6,403 | $704.3K | 0.08% | −11,473−64.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 6,410 | $705.1K | 0.07% | −1,592−19.9% | Reduced |
| Callan Family Office, LLC | 6,436 | $707.9K | 0.05% | −1,927−23.0% | Reduced |
| DeDora Capital, Inc. | 6,519 | $717.0K | 0.21% | +217+3.4% | Added |
| Quest Partners LLC | 6,530 | $718.2K | 0.08% | +4,222+182.9% | Added |
| GAMMA Investing LLC | 6,542 | $719.6K | 0.05% | +48+0.7% | Added |
| Intrust Bank NA | 6,567 | $722.3K | 0.07% | +555+9.2% | Added |
| Principle Wealth Partners LLC | 6,580 | $723.7K | 0.05% | −15−0.2% | Reduced |
| Centaurus Financial, Inc. | 6,586 | $724.0K | 0.04% | +1,305+24.7% | Added |
| LM Advisors LLC | 6,596 | $725.0K | 0.13% | +16+0.2% | Added |
| Brandes Investment Partners, LP | 6,626 | $728.8K | 0.01% | −79−1.2% | Reduced |
| BKD Wealth Advisors, LLC | 6,633 | $729.6K | 0.02% | −284−4.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,635 | $729.8K | 0.10% | +1,051+18.8% | Added |
| Marino, Stram & Associates LLC | 6,645 | $730.9K | 0.16% | +248+3.9% | Added |
| Prevail Innovative Wealth Advisors, LLC | 6,653 | $731.8K | 0.19% | +4,243+176.1% | Added |
| Fox Run Management, L.L.C. | 6,660 | $732.5K | 0.11% | +4,345+187.7% | Added |
| Mattern Capital Management, LLC | 6,696 | $736.5K | 0.09% | −14,304−68.1% | Reduced |
| Pensionfund Sabic | 6,700 | $737.0K | 0.22% | −700−9.5% | Reduced |
| Southeast Asset Advisors Inc. | 6,705 | $737.5K | 0.09% | +2,000+42.5% | Added |
| Capital Advisors Inc | 6,707 | $737.7K | 0.01% | +93+1.4% | Added |
| One Capital Management, LLC | 6,708 | $737.8K | 0.02% | +6,708 | New |
| Cidel Asset Management Inc | 6,725 | $739.7K | 0.05% | +604+9.9% | Added |
| Blueshift Asset Management, LLC | 6,735 | $740.8K | 0.29% | −1,899−22.0% | Reduced |
| Diligent Investors, LLC | 6,739 | $741.2K | 0.18% | +17+0.3% | Added |
| AIMZ Investment Advisors, LLC | 6,750 | $742.4K | 0.26% | 00.0% | Unchanged |
| Gleason Group, Inc. | 6,751 | $742.6K | 0.13% | +91+1.4% | Added |
| Formidable Asset Management, LLC | 6,763 | $743.9K | 0.12% | +40+0.6% | Added |
| Midland Wealth Advisors LLC | 6,768 | $744.4K | 0.04% | −901−11.7% | Reduced |
| Future Financial Wealth Managment LLC | 6,775 | $745.2K | 0.55% | +1,675+32.8% | Added |
| Raleigh Capital Management Inc. | 6,776 | $745.3K | 0.34% | −381−5.3% | Reduced |
| Regal Investment Advisors LLC | 6,784 | $746.1K | 0.06% | −4,783−41.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,805 | $748.5K | 0.19% | +2,197+47.7% | Added |
| R.H. Dinel Investment Counsel, Inc. | 6,850 | $753.4K | 0.51% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 6,859 | $754.4K | 0.02% | +28+0.4% | Added |
| SNS Financial Group, LLC | 6,868 | $755.4K | 0.08% | −83−1.2% | Reduced |
| Graham Capital Management, L.P. | 6,881 | $756.8K | 0.02% | +6,881 | New |
| Numerai GP LLC | 6,884 | $757.2K | 0.14% | −949−12.1% | Reduced |
| Fortis Advisors, LLC | 6,893 | $758.1K | 0.49% | +13+0.2% | Added |
| Wealth Alliance | 6,898 | $758.7K | 0.09% | +97+1.4% | Added |
| Eagle Bluffs Wealth Management LLC | 6,902 | $759.2K | 0.40% | +587+9.3% | Added |
| Aviance Capital Partners, LLC | 6,914 | $760.5K | 0.11% | +409+6.3% | Added |
| Crescent Grove Advisors, LLC | 6,918 | $760.9K | 0.08% | −569−7.6% | Reduced |