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 |
|---|---|---|---|---|---|
| Meridian Wealth Management, LLC | 11,560 | $1.27M | 0.06% | +1,931+20.1% | Added |
| Teamwork Financial Advisors, LLC | 11,567 | $1.27M | 0.18% | +1,777+18.2% | Added |
| Beverly Hills Private Wealth, LLC | 11,576 | $1.27M | 0.25% | +138+1.2% | Added |
| Park National Corp | 11,615 | $1.28M | 0.05% | −931−7.4% | Reduced |
| Aull & Monroe Investment Management Corp | 11,655 | $1.28M | 0.64% | −175−1.5% | Reduced |
| Hexagon Capital Partners LLC | 11,722 | $1.29M | 0.24% | −415−3.4% | Reduced |
| Optimum Investment Advisors | 11,734 | $1.29M | 0.61% | −300−2.5% | Reduced |
| Caption Management, LLC | 11,750 | $1.29M | 0.06% | +11,750 | New |
| Central Pacific Bank - Trust Division | 11,758 | $1.29M | 0.18% | −866−6.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 11,787 | $1.30M | 0.08% | +703+6.3% | Added |
| Gifford Fong Associates | 11,800 | $1.30M | 0.32% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11,868 | $1.31M | 0.04% | −639−5.1% | Reduced |
| Great Valley Advisor Group, Inc. | 11,924 | $1.31M | 0.03% | −620−4.9% | Reduced |
| SRS Capital Advisors, Inc. | 11,977 | $1.32M | 0.08% | −7,647−39.0% | Reduced |
| Davis R M Inc | 12,013 | $1.32M | 0.03% | +455+3.9% | Added |
| Stiles Financial Services Inc | 12,107 | $1.33M | 0.51% | +122+1.0% | Added |
| Johnson Investment Counsel Inc | 12,144 | $1.34M | 0.01% | −602−4.7% | Reduced |
| Rossmore Private Capital | 12,188 | $1.34M | 0.17% | −401−3.2% | Reduced |
| iA Global Asset Management Inc. | 12,204 | $1.34M | 0.02% | +5,501+82.1% | Added |
| Excalibur Management Corp | 12,211 | $1.34M | 0.53% | +382+3.2% | Added |
| Crowley Wealth Management, Inc. | 12,259 | $1.35M | 1.28% | −858−6.5% | Reduced |
| Carson Advisory Inc. | 12,260 | $1.35M | 0.91% | +47+0.4% | Added |
| Westpac Banking Corp | 12,273 | $1.35M | 0.10% | +7,029+134.0% | Added |
| Wolff Wiese Magana LLC | 12,277 | $1.35M | 0.92% | +11,911+3,254.4% | Added |
| Long Run Wealth Advisors, LLC | 12,280 | $1.35M | 0.31% | +12,280 | New |
| Modern Wealth Management, LLC | 12,326 | $1.36M | 0.04% | +1,429+13.1% | Added |
| Cypress Capital Group | 12,353 | $1.36M | 0.18% | −1,287−9.4% | Reduced |
| NFJ Investment Group, LLC | 12,367 | $1.36M | 0.05% | −584−4.5% | Reduced |
| Level Financial Advisors, Inc. | 12,382 | $1.36M | 0.46% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 12,400 | $1.36M | 0.04% | +290+2.4% | Added |
| Carnegie Capital Asset Management, LLC | 13,909 | $1.36M | 0.03% | +2,900+26.3% | Added |
| Fort Washington Investment Advisors Inc | 12,420 | $1.37M | 0.01% | +504+4.2% | Added |
| Canandaigua National Bank & Trust Co | 12,430 | $1.37M | 0.14% | +5,568+81.1% | Added |
| Farther Finance Advisors, LLC | 12,527 | $1.37M | 0.03% | +2,486+24.8% | Added |
| Cornerstone Wealth Management, LLC | 12,454 | $1.37M | 0.09% | +2,438+24.3% | Added |
| Xcel Wealth Management, LLC | 12,472 | $1.37M | 0.43% | +180+1.5% | Added |
| Dakota Wealth Management | 12,525 | $1.38M | 0.03% | +2,035+19.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,596 | $1.39M | 0.06% | −341−2.6% | Reduced |
| Inceptionr LLC | 12,599 | $1.39M | 0.41% | +10,553+515.8% | Added |
| Northeast Investment Management | 12,606 | $1.39M | 0.06% | −15,868−55.7% | Reduced |
| Donoghue Forlines LLC | 12,623 | $1.39M | 0.44% | +12,623 | New |
| Bridgefront Capital, LLC | 12,625 | $1.39M | 0.40% | +10,435+476.5% | Added |
| Simplicity Wealth,LLC | 12,664 | $1.39M | 0.11% | +7,308+136.4% | Added |
| Flavin Financial Services, Inc. | 12,708 | $1.40M | 1.29% | +934+7.9% | Added |
| Ostrum Asset Management | 12,716 | $1.40M | 0.07% | −200−1.5% | Reduced |
| Mechanics Bank Trust Department | 12,757 | $1.40M | 0.19% | +2,546+24.9% | Added |
| Mesirow Financial Investment Management, Inc. | 12,783 | $1.41M | 0.03% | −12,953−50.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 11,848 | $1.41M | 0.26% | +10,548+811.4% | Added |
| Atlanta Consulting Group Advisors, LLC | 12,852 | $1.41M | 0.41% | +15+0.1% | Added |
| Kerusso Capital Management LLC | 12,899 | $1.42M | 0.90% | +330+2.6% | Added |
| Ballentine Partners, LLC | 12,913 | $1.42M | 0.02% | +614+5.0% | Added |
| MUFG Securities Americas Inc. | 12,946 | $1.42M | 0.17% | +2,150+19.9% | Added |
| Banque Cantonale Vaudoise | 12,946 | $1.42M | 0.06% | +12,946 | New |
| Econ Financial Services Corp | 12,970 | $1.43M | 0.76% | −3,558−21.5% | Reduced |
| Plimoth Trust Co LLC | 12,977 | $1.43M | 0.37% | −2,865−18.1% | Reduced |
| JLB & Associates Inc | 13,011 | $1.43M | 0.20% | −2,902−18.2% | Reduced |
| Cordatus Wealth Management LLC | 13,022 | $1.43M | 0.39% | +657+5.3% | Added |
| Garner Asset Management Corp | 13,042 | $1.43M | 0.63% | −645−4.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,090 | $1.44M | 0.03% | −35−0.3% | Reduced |
| Azzad Asset Management Inc | 13,106 | $1.44M | 0.17% | +13,106 | New |
| Integrated Advisors Network LLC | 13,109 | $1.44M | 0.07% | −1,386−9.6% | Reduced |
| New England Research & Management, Inc. | 13,170 | $1.45M | 0.74% | −975−6.9% | Reduced |
| Horst & Graben Wealth Management LLC | 13,216 | $1.45M | 0.26% | −45−0.3% | Reduced |
| HF Advisory Group, LLC | 13,236 | $1.46M | 0.64% | +2,886+27.9% | Added |
| Pallas Capital Advisors LLC | 13,261 | $1.46M | 0.06% | +6,040+83.6% | Added |
| Alerus Financial NA | 13,274 | $1.46M | 0.12% | −234−1.7% | Reduced |
| Resonant Capital Advisors, LLC | 13,290 | $1.46M | 0.10% | +2,236+20.2% | Added |
| Bowen Hanes & Co Inc | 13,291 | $1.46M | 0.04% | −5,830−30.5% | Reduced |
| Aptus Capital Advisors, LLC | 13,306 | $1.46M | 0.02% | −411−3.0% | Reduced |
| Rockland Trust Co | 13,316 | $1.46M | 0.07% | +1,097+9.0% | Added |
| Weaver C. Barksdale & Associates, Inc. | 13,338 | $1.47M | 1.41% | −316−2.3% | Reduced |
| Sunbelt Securities, Inc. | 13,350 | $1.47M | 0.13% | −3,572−21.1% | Reduced |
| Brighton Jones LLC | 13,376 | $1.47M | 0.05% | +1,250+10.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,383 | $1.47M | 0.04% | −61,666−82.2% | Reduced |
| Abc Arbitrage SA | 13,446 | $1.48M | 0.27% | +13,446 | New |
| Exencial Wealth Advisors, LLC | 13,459 | $1.48M | 0.05% | −276−2.0% | Reduced |
| Vestcor Inc | 13,531 | $1.49M | 0.05% | −61−0.4% | Reduced |
| Camden Capital, LLC | 13,592 | $1.49M | 0.16% | +74+0.5% | Added |
| Waller Financial Planning Group, Inc | 13,594 | $1.50M | 0.42% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 13,618 | $1.50M | 0.20% | −339−2.4% | Reduced |
| Quadrant Capital Group LLC | 13,680 | $1.50M | 0.06% | +10,285+302.9% | Added |
| Banco Santander, S.A. | 13,692 | $1.51M | 0.02% | −503−3.5% | Reduced |
| Coppell Advisory Solutions LLC | 15,613 | $1.51M | 0.22% | −653−4.0% | Reduced |
| Kestra Investment Management, LLC | 13,734 | $1.51M | 0.05% | +4,174+43.7% | Added |
| Safe Harbor Fiduciary, LLC | 13,736 | $1.51M | 1.56% | −305−2.2% | Reduced |
| Bessemer Group Inc | 13,774 | $1.51M | 0.00% | −22,664−62.2% | Reduced |
| Balyasny Asset Management LLC | 13,824 | $1.52M | 0.00% | −341,718−96.1% | Reduced |
| Independent Financial Group, LLC | 13,845 | $1.52M | 0.05% | +1,672+13.7% | Added |
| Capital Square, LLC | 13,861 | $1.52M | 0.90% | +6,509+88.5% | Added |
| Hudson Canyon Capital Management | 13,900 | $1.53M | 1.08% | +250+1.8% | Added |
| Avidian Wealth Solutions, LLC | 13,915 | $1.53M | 0.07% | −526−3.6% | Reduced |
| Charter Research & Investment Group, Inc. | 14,075 | $1.55M | 1.18% | −720−4.9% | Reduced |
| GM Advisory Group, Inc. | 14,116 | $1.55M | 0.08% | +14,116 | New |
| Consolidated Portfolio Review Corp | 14,128 | $1.55M | 0.25% | +5,931+72.4% | Added |
| Caldwell Trust Co | 14,128 | $1.55M | 0.17% | −708−4.8% | Reduced |
| Accordant Advisory Group Inc | 14,128 | $1.55M | 1.52% | −335−2.3% | Reduced |
| Richard Bernstein Advisors LLC | 14,156 | $1.56M | 0.04% | −437−3.0% | Reduced |
| Clean Yield Group | 14,190 | $1.56M | 0.51% | −281−1.9% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 14,302 | $1.57M | 1.07% | +1,870+15.0% | Added |
| Tradition Wealth Management, LLC | 14,339 | $1.58M | 0.14% | +365+2.6% | Added |