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 |
|---|---|---|---|---|---|
| ARK Investment Management LLCSuperinvestorARK Invest | 8,863 | $974.8K | 0.01% | −659−6.9% | Reduced |
| CoreCap Advisors, LLC | 8,871 | $975.7K | 0.04% | −1,115−11.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 10,377 | $977.5K | 0.40% | −487−4.5% | Reduced |
| Loudon Investment Management, LLC | 8,985 | $988.3K | 0.56% | −2,171−19.5% | Reduced |
| Clear Creek Financial Management, LLC | 8,991 | $989.0K | 0.10% | +1,271+16.5% | Added |
| PFC Capital Group, Inc. | 9,001 | $990.0K | 0.50% | −269−2.9% | Reduced |
| Mitchell Sinkler & Starr | 9,037 | $994.0K | 0.28% | −100−1.1% | Reduced |
| RFG Advisory, LLC | 9,042 | $994.5K | 0.03% | −3,847−29.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,066 | $997.2K | 0.35% | +1,588+21.2% | Added |
| Houlihan Financial Resource Group, Ltd. | 9,130 | $1.00M | 0.45% | −100−1.1% | Reduced |
| Geneos Wealth Management Inc. | 9,144 | $1.01M | 0.03% | +387+4.4% | Added |
| Central Trust Co | 9,185 | $1.01M | 0.02% | +86+0.9% | Added |
| Washburn Capital Management, Inc. | 9,220 | $1.01M | 0.67% | +9,220 | New |
| Procyon Private Wealth Partners, LLC | 9,235 | $1.02M | 0.06% | −382−4.0% | Reduced |
| Agate Pass Investment Management, LLC | 9,235 | $1.02M | 0.43% | +4,450+93.0% | Added |
| Potomac Fund Management Inc | 10,585 | $1.02M | 0.45% | +1,114+11.8% | Added |
| Voya Financial Advisors, Inc. | 9,325 | $1.02M | 0.11% | +304+3.4% | Added |
| Octavia Wealth Advisors, LLC | 9,397 | $1.03M | 0.13% | +1,402+17.5% | Added |
| Kondo Wealth Advisors, Inc. | 9,409 | $1.03M | 0.51% | −530−5.3% | Reduced |
| Essex Financial Services, Inc. | 9,415 | $1.04M | 0.07% | +2,608+38.3% | Added |
| ForthRight Wealth Management, LLC | 9,442 | $1.04M | 0.35% | −35−0.4% | Reduced |
| Savvy Advisors, Inc. | 9,484 | $1.04M | 0.10% | +6,885+264.9% | Added |
| Precedent Wealth Partners, LLC | 9,487 | $1.04M | 0.29% | +2,862+43.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,487 | $1.04M | 0.68% | −250−2.6% | Reduced |
| Oarsman Capital, Inc. | 9,499 | $1.04M | 0.19% | +8,700+1,088.9% | Added |
| Point72 Hong Kong Ltd | 9,596 | $1.06M | 0.08% | +9,596 | New |
| Zuckerman Investment Group, LLC | 9,638 | $1.06M | 0.11% | +2,000+26.2% | Added |
| Woodline Partners LP | 9,640 | $1.06M | 0.01% | −12,315−56.1% | Reduced |
| Goldstone Financial Group, LLC | 9,654 | $1.06M | 0.16% | +10.0% | Added |
| Institute for Wealth Management, LLC. | 9,659 | $1.06M | 0.14% | −575−5.6% | Reduced |
| KPP Advisory Services LLC | 9,671 | $1.06M | 0.20% | +9,671 | New |
| Strategic Equity Management | 9,688 | $1.07M | 0.45% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 9,715 | $1.07M | 0.06% | −305−3.0% | Reduced |
| AIA Group Ltd | 9,722 | $1.07M | 0.03% | +6,218+177.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9,724 | $1.07M | 0.00% | −57,353−85.5% | Reduced |
| Larson Financial Group LLC | 9,746 | $1.07M | 0.05% | +1,526+18.6% | Added |
| North Star Asset Management Inc | 9,747 | $1.07M | 0.05% | −2,149−18.1% | Reduced |
| Matrix Trust Co | 9,766 | $1.07M | 0.18% | +133+1.4% | Added |
| Copia Wealth Management | 9,846 | $1.08M | 1.00% | 00.0% | Unchanged |
| Massar Capital Management, LP | 9,867 | $1.09M | 1.30% | +9,867 | New |
| Hurley Capital, LLC | 9,892 | $1.09M | 0.82% | +9,892 | New |
| Cora Capital Advisors LLC | 9,974 | $1.10M | 0.53% | +19+0.2% | Added |
| Greenleaf Trust | 10,001 | $1.10M | 0.01% | −2,088−17.3% | Reduced |
| Littlejohn Financial Services, Inc. | 10,022 | $1.10M | 0.87% | +10,022 | New |
| Buck Wealth Strategies, LLC | 10,034 | $1.10M | 0.20% | +4,682+87.5% | Added |
| Strategic Blueprint, LLC | 10,045 | $1.10M | 0.06% | +2,341+30.4% | Added |
| Carnegie Lake Advisors LLC | 10,072 | $1.11M | 0.45% | +3,067+43.8% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 10,178 | $1.11M | 0.80% | +1,372+15.6% | Added |
| LaFleur & Godfrey LLC | 10,242 | $1.13M | 0.15% | +4,017+64.5% | Added |
| Greenline Partners, LLC | 10,268 | $1.13M | 0.16% | +30.0% | Added |
| Secured Retirement Advisors, LLC | 10,297 | $1.13M | 0.73% | +10,297 | New |
| Curbstone Financial Management Corp | 10,332 | $1.14M | 0.24% | +660+6.8% | Added |
| Intrua Financial, LLC | 10,446 | $1.15M | 0.18% | −1,076−9.3% | Reduced |
| Twin City Private Wealth, LLC | 10,464 | $1.15M | 1.01% | +1,159+12.5% | Added |
| Cornercap Investment Counsel Inc | 10,465 | $1.15M | 0.60% | −152−1.4% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 10,485 | $1.15M | 0.83% | 00.0% | Unchanged |
| Prudential PLC | 10,514 | $1.16M | 0.01% | −18,926−64.3% | Reduced |
| Magnetar Financial LLC | 10,536 | $1.16M | 0.02% | +10,536 | New |
| Abner Herrman & Brock LLC | 10,550 | $1.16M | 0.15% | −211−2.0% | Reduced |
| Coldstream Capital Management Inc | 10,553 | $1.16M | 0.02% | −1,521−12.6% | Reduced |
| Twin Lakes Capital Management, LLC | 10,560 | $1.16M | 0.78% | +132+1.3% | Added |
| Cascade Investment Advisors, Inc. | 10,620 | $1.17M | 0.79% | +10,620 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 10,675 | $1.17M | 0.94% | +10,675 | New |
| Greenwood Capital Associates LLC | 10,676 | $1.17M | 0.16% | +5,176+94.1% | Added |
| Anb Bank | 10,692 | $1.18M | 0.53% | +152+1.4% | Added |
| Texas Bank & Trust Co | 10,694 | $1.18M | 0.50% | −87−0.8% | Reduced |
| GTS Securities LLC | 10,772 | $1.18M | 0.05% | +6,843+174.2% | Added |
| Legacy Financial Advisors, Inc. | 10,830 | $1.19M | 0.20% | −216−2.0% | Reduced |
| Papp L Roy & Associates | 10,841 | $1.19M | 0.15% | −6,710−38.2% | Reduced |
| Northeast Financial Consultants Inc | 10,846 | $1.19M | 0.05% | −233−2.1% | Reduced |
| Financial Advocates Investment Management | 10,851 | $1.19M | 0.08% | +1,220+12.7% | Added |
| Jaffetilchin Investment Partners, LLC | 10,859 | $1.19M | 0.09% | +7,582+231.4% | Added |
| Fiduciary Group LLC | 10,860 | $1.19M | 0.12% | +374+3.6% | Added |
| Arvest Investments, Inc. | 10,918 | $1.20M | 0.19% | −538−4.7% | Reduced |
| We Are One Seven, LLC | 10,940 | $1.20M | 0.05% | −689−5.9% | Reduced |
| Castlekeep Investment Advisors LLC | 10,961 | $1.21M | 0.62% | +1,789+19.5% | Added |
| Bradley Foster & Sargent Inc | 11,020 | $1.21M | 0.02% | +384+3.6% | Added |
| Roundview Capital LLC | 11,058 | $1.22M | 0.09% | −400−3.5% | Reduced |
| Beacon Financial Advisory LLC | 11,071 | $1.22M | 0.37% | −1,985−15.2% | Reduced |
| Morningstar Investment Services LLC | 11,107 | $1.22M | 0.22% | −13,578−55.0% | Reduced |
| First National Advisers, LLC | 11,118 | $1.22M | 0.20% | −1,730−13.5% | Reduced |
| NBC Securities, Inc. | 11,164 | $1.23M | 0.10% | +11,154+111,540.0% | Added |
| Keystone Financial Group | 11,338 | $1.23M | 0.12% | +585+5.4% | Added |
| Investors Research Corp | 11,175 | $1.23M | 0.27% | +336+3.1% | Added |
| Hedges Asset Management LLC | 11,200 | $1.23M | 0.81% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 11,254 | $1.24M | 0.01% | −54,894−83.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 11,269 | $1.24M | 0.31% | +11,269 | New |
| Legacy Advisors, LLC | 11,286 | $1.24M | 0.13% | −515−4.4% | Reduced |
| NorthRock Partners, LLC | 11,319 | $1.24M | 0.04% | −1,267−10.1% | Reduced |
| Quilter Plc | 11,338 | $1.25M | 0.03% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 11,374 | $1.25M | 0.03% | +266+2.4% | Added |
| Montag A & Associates Inc | 11,377 | $1.25M | 0.06% | 00.0% | Unchanged |
| Monetary Management Group Inc | 11,391 | $1.25M | 0.34% | +10,795+1,811.2% | Added |
| Navalign, LLC | 11,398 | $1.25M | 0.36% | +11,398 | New |
| First Dallas Securities Inc. | 11,421 | $1.26M | 0.52% | +102+0.9% | Added |
| Summit Global Investments | 11,445 | $1.26M | 0.09% | −64,984−85.0% | Reduced |
| Ossiam | 11,448 | $1.26M | 0.02% | −35−0.3% | Reduced |
| Harmony Asset Management LLC | 11,499 | $1.26M | 0.53% | +7,231+169.4% | Added |
| Madison Asset Management, LLC | 11,522 | $1.27M | 0.01% | −60,758−84.1% | Reduced |
| Watts Gwilliam & Co., LLC | 11,540 | $1.27M | 0.28% | +4,271+58.8% | Added |