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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 6,922 | $761.3K | 0.02% | −746−9.7% | Reduced |
| Howard Capital Management Inc. | 6,937 | $763.0K | 0.02% | −245−3.4% | Reduced |
| Balboa Wealth Partners | 6,976 | $767.3K | 0.19% | −169−2.4% | Reduced |
| Richard W. Paul & Associates, LLC | 6,985 | $768.3K | 0.30% | −347−4.7% | Reduced |
| Hartford Financial Management Inc. | 7,000 | $769.9K | 0.16% | 00.0% | Unchanged |
| Belmont Capital, LLC | 7,000 | $769.9K | 0.14% | 00.0% | Unchanged |
| Noble Family Wealth, LLC | 7,030 | $773.2K | 0.21% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 7,040 | $774.3K | 0.15% | +175+2.5% | Added |
| Hunter Associates Investment Management LLC | 7,060 | $775.0K | 0.12% | −2,725−27.8% | Reduced |
| Azimuth Capital Investment Management LLC | 7,075 | $778.2K | 0.03% | −18,118−71.9% | Reduced |
| United Community Bank | 7,084 | $779.2K | 0.29% | +155+2.2% | Added |
| Colonial Trust Co | 7,100 | $780.9K | 0.12% | −127−1.8% | Reduced |
| Silvant Capital Management LLC | 7,129 | $784.1K | 0.04% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 7,140 | $785.0K | 0.57% | +90+1.3% | Added |
| Nations Financial Group Inc, | 7,144 | $785.8K | 0.06% | −306−4.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,149 | $786.4K | 0.03% | +193+2.8% | Added |
| O'Keefe Stevens Advisory, Inc. | 7,154 | $786.9K | 0.26% | +1,684+30.8% | Added |
| Norden Group LLC | 7,154 | $787.0K | 0.09% | +1,227+20.7% | Added |
| American Trust Investment Advisors, LLC | 7,160 | $787.5K | 0.33% | +1,810+33.8% | Added |
| Belpointe Asset Management LLC | 7,171 | $788.7K | 0.04% | −2,039−22.1% | Reduced |
| Ameritas Investment Partners, Inc. | 7,182 | $789.9K | 0.03% | −157−2.1% | Reduced |
| Dark Forest Capital Management LP | 7,189 | $790.7K | 0.04% | +475+7.1% | Added |
| Tobam | 7,197 | $792.0K | 0.34% | +6,149+586.7% | Added |
| Harrington Investments, INC | 7,242 | $796.5K | 0.45% | +49+0.7% | Added |
| Eaton Financial Holdings Company, LLC | 7,253 | $797.7K | 0.33% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 7,255 | $798.0K | 0.07% | −581−7.4% | Reduced |
| Emerald Advisors, LLC | 7,292 | $802.0K | 0.11% | +1,062+17.0% | Added |
| CRA Financial Services, LLC | 7,297 | $802.6K | 0.14% | −284−3.7% | Reduced |
| Cigna Investments Inc | 7,345 | $808.0K | 0.15% | −62−0.8% | Reduced |
| Taylor Hoffman Capital Management LLC | 7,403 | $808.9K | 0.30% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 7,374 | $811.1K | 0.39% | −13−0.2% | Reduced |
| Strategic Advisors LLC | 7,377 | $811.4K | 0.16% | −1,047−12.4% | Reduced |
| Profund Advisors LLC | 7,413 | $815.4K | 0.04% | −346−4.5% | Reduced |
| Old National Bancorp | 7,427 | $816.9K | 0.02% | −48−0.6% | Reduced |
| Norway Savings Bank | 7,477 | $822.4K | 0.47% | −215−2.8% | Reduced |
| Trustmark National Bank Trust Department | 7,480 | $822.7K | 0.06% | −3,137−29.5% | Reduced |
| Petrus Trust Company, LTA | 7,487 | $823.5K | 0.08% | +2,177+41.0% | Added |
| Roehl & Yi Investment Advisors, LLC | 7,500 | $824.9K | 0.45% | +668+9.8% | Added |
| Taylor Financial Group, Inc. | 7,525 | $827.7K | 0.58% | +2,439+48.0% | Added |
| Wolff Financial Management LLC | 7,538 | $829.0K | 0.23% | +6+0.1% | Added |
| Trust Co of Virginia | 7,544 | $829.8K | 0.08% | +103+1.4% | Added |
| Eldridge Investment Advisors, Inc. | 7,572 | $832.8K | 0.19% | −124−1.6% | Reduced |
| Wellington Shields & Co., LLC | 7,585 | $834.3K | 0.26% | +2,100+38.3% | Added |
| Axxcess Wealth Management, LLC | 7,620 | $838.1K | 0.02% | −4,642−37.9% | Reduced |
| Heritage Wealth Management, Inc. | 7,638 | $840.1K | 0.29% | −1,278−14.3% | Reduced |
| Trillium Asset Management, LLC | 7,683 | $845.4K | 0.02% | −93,947−92.4% | Reduced |
| City Holding Co | 7,689 | $845.7K | 0.12% | −472−5.8% | Reduced |
| King Wealth | 7,746 | $852.0K | 0.13% | +5,680+274.9% | Added |
| Wright Investors Service Inc | 7,757 | $853.2K | 0.28% | −2,818−26.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,776 | $855.3K | 0.21% | +3,229+71.0% | Added |
| Fundamentun, LLC | 7,789 | $856.8K | 0.05% | +1,399+21.9% | Added |
| Roberts Glore & Co Inc | 7,792 | $857.0K | 0.26% | +1,329+20.6% | Added |
| TFG Advisers LLC | 7,799 | $857.8K | 0.31% | −10.0% | Reduced |
| First Citizens Bank & Trust Co | 7,811 | $859.1K | 0.02% | +35+0.5% | Added |
| Hudson Bay Capital Management LP | 7,855 | $864.0K | 0.01% | −134,246−94.5% | Reduced |
| Purkiss Capital Advisors LLC | 7,858 | $864.3K | 0.65% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7,897 | $868.6K | 0.18% | +4+0.1% | Added |
| Mork Capital Management, LLC | 7,900 | $868.9K | 0.68% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 7,927 | $871.9K | 0.89% | +1,747+28.3% | Added |
| Corundum Group, Inc. | 7,942 | $873.5K | 0.42% | −322−3.9% | Reduced |
| MSH Capital Advisors LLC | 7,973 | $877.0K | 0.27% | −152−1.9% | Reduced |
| Friedenthal Financial | 7,986 | $878.4K | 0.52% | +7,986 | New |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $879.9K | 0.28% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 8,072 | $887.8K | 0.45% | +685+9.3% | Added |
| Delta Financial Group, Inc. | 7,670 | $888.0K | 0.20% | −1,039−11.9% | Reduced |
| Ameritas Advisory Services, LLC | 7,652 | $896.3K | 0.04% | −50,813−86.9% | Reduced |
| Bard Financial Services, Inc. | 8,150 | $896.4K | 0.11% | +4,725+138.0% | Added |
| Berkshire Asset Management LLC | 9,251 | $896.8K | 0.04% | +3,364+57.1% | Added |
| Icon Wealth Advisors, LLC | 8,167 | $898.3K | 0.07% | −5,169−38.8% | Reduced |
| Aurdan Capital Management, LLC | 8,171 | $898.7K | 0.34% | −8,316−50.4% | Reduced |
| Advanced Portfolio Management, LLC | 8,176 | $899.3K | 1.81% | +8,176 | New |
| South State Corp. | 8,179 | $899.6K | 0.04% | −146−1.8% | Reduced |
| Diversified Trust Co | 8,204 | $902.4K | 0.02% | −1,157−12.4% | Reduced |
| 1248 Management, LLC | 8,218 | $903.9K | 0.39% | +6,400+352.0% | Added |
| NTV Asset Management LLC | 8,251 | $907.5K | 0.12% | +4,957+150.5% | Added |
| Ted Buchan & Co | 8,256 | $908.1K | 0.43% | +549+7.1% | Added |
| Opinicus Capital, Inc. | 8,268 | $909.4K | 0.80% | +356+4.5% | Added |
| Abundance Wealth Counselors | 8,276 | $910.0K | 0.19% | +2,376+40.3% | Added |
| SageView Advisory Group, LLC | 8,278 | $910.5K | 0.04% | +38+0.5% | Added |
| Bayforest Capital Ltd | 8,327 | $915.9K | 0.40% | +7,819+1,539.2% | Added |
| Amplius Wealth Advisors, LLC | 8,329 | $916.1K | 0.10% | +513+6.6% | Added |
| Advance Capital Management, Inc. | 8,365 | $920.1K | 0.04% | +36+0.4% | Added |
| Aberdeen Wealth Management LLC | 8,381 | $921.8K | 0.64% | +40.0% | Added |
| CBOE Vest Financial, LLC | 8,436 | $927.9K | 0.01% | +3,574+73.5% | Added |
| L.M. Kohn & Company | 8,449 | $929.3K | 0.24% | −2,278−21.2% | Reduced |
| Longfellow Investment Management Co LLC | 8,467 | $931.3K | 0.23% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,504 | $935.3K | 0.03% | +571+7.2% | Added |
| Insigneo Advisory Services, LLC | 8,509 | $935.9K | 0.10% | +966+12.8% | Added |
| Intellectus Partners, LLC | 8,528 | $938.0K | 0.23% | +496+6.2% | Added |
| Clark Capital Management Group, Inc. | 8,561 | $941.6K | 0.01% | −2,866−25.1% | Reduced |
| Csenge Advisory Group | 9,825 | $947.4K | 0.05% | +3,776+62.4% | Added |
| Alpha Cubed Investments, LLC | 8,617 | $947.7K | 0.04% | +89+1.0% | Added |
| Catalytic Wealth RIA, LLC | 8,623 | $948.4K | 0.17% | −961−10.0% | Reduced |
| LS Investment Advisors, LLC | 8,640 | $950.3K | 0.15% | +3,755+76.9% | Added |
| Beese Fulmer Investment Management, Inc. | 8,645 | $950.9K | 0.08% | −7−0.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,685 | $955.3K | 0.38% | −3,523−28.9% | Reduced |
| Applied Capital LLC | 8,714 | $958.5K | 0.77% | −20−0.2% | Reduced |
| Flputnam Investment Management Co | 8,745 | $961.9K | 0.02% | −7,046−44.6% | Reduced |
| Berkeley Capital Partners, LLC | 8,787 | $966.4K | 0.27% | +5,010+132.6% | Added |
| Western Wealth Management, LLC | 8,815 | $969.5K | 0.06% | −357−3.9% | Reduced |