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 |
|---|---|---|---|---|---|
| Headinvest, LLC | 14,380 | $1.58M | 0.31% | −800−5.3% | Reduced |
| Probity Advisors, Inc. | 14,456 | $1.59M | 0.31% | +2,717+23.1% | Added |
| Addison Capital Co | 14,470 | $1.59M | 0.62% | −319−2.2% | Reduced |
| Corbyn Investment Management Inc | 14,477 | $1.59M | 0.59% | +572+4.1% | Added |
| Green Square Capital Advisors LLC | 14,480 | $1.59M | 0.24% | +11,870+454.8% | Added |
| Jefferies Financial Group Inc. | 14,507 | $1.60M | 0.03% | +5,935+69.2% | Added |
| Spinnaker Trust | 14,514 | $1.60M | 0.10% | −2,629−15.3% | Reduced |
| Ceera Investments, LLC | 14,523 | $1.60M | 0.55% | +3,225+28.5% | Added |
| Ancora Advisors, LLC | 14,544 | $1.60M | 0.04% | +9,941+216.0% | Added |
| Harvest Investment Advisors, LLC | 14,632 | $1.61M | 1.16% | +3,107+27.0% | Added |
| Tiaa Trust, National Association | 14,658 | $1.61M | 0.01% | −266−1.8% | Reduced |
| Mfg Wealth Management, Inc. | 14,668 | $1.61M | 1.54% | +14,668 | New |
| Ridgewood Investments LLC | 14,671 | $1.61M | 0.75% | +1,045+7.7% | Added |
| Cherokee Insurance Co | 14,750 | $1.62M | 0.72% | +1,500+11.3% | Added |
| Argent Advisors, Inc. | 14,764 | $1.62M | 0.54% | +3,011+25.6% | Added |
| Orca Investment Management, LLC | 14,814 | $1.63M | 1.63% | −310−2.0% | Reduced |
| Silvercrest Asset Management Group LLC | 14,831 | $1.63M | 0.01% | +608+4.3% | Added |
| Ignite Planners, LLC | 17,245 | $1.63M | 0.32% | +13,058+311.9% | Added |
| Adviser Investments LLC | 14,836 | $1.63M | 0.02% | −66,438−81.7% | Reduced |
| Baxter Bros Inc | 14,838 | $1.63M | 0.21% | −1,682−10.2% | Reduced |
| Change Path, LLC | 14,875 | $1.64M | 0.05% | +447+3.1% | Added |
| American Assets Investment Management, LLC | 15,000 | $1.65M | 0.14% | 00.0% | Unchanged |
| Rice Partnership, LLC | 15,039 | $1.65M | 0.34% | 00.0% | Unchanged |
| Horizon Investments, LLC | 15,066 | $1.66M | 0.05% | +617+4.3% | Added |
| Sterneck Capital Management, LLC | 15,108 | $1.66M | 0.90% | +2,274+17.7% | Added |
| Ontario Teachers Pension Plan Board | 15,177 | $1.67M | 0.03% | +6,347+71.9% | Added |
| Te Ahumairangi Investment Management Ltd | 15,186 | $1.67M | 0.35% | −250−1.6% | Reduced |
| Equitable Holdings, Inc. | 15,188 | $1.67M | 0.02% | +6,365+72.1% | Added |
| Allstate Corp | 15,196 | $1.67M | 0.05% | −6,505−30.0% | Reduced |
| Atomi Financial Group, Inc. | 15,215 | $1.67M | 0.08% | +4,120+37.1% | Added |
| Sepio Capital, LP | 15,226 | $1.67M | 0.13% | −2,614−14.7% | Reduced |
| Citizens Financial Group Inc | 15,278 | $1.68M | 0.03% | −441−2.8% | Reduced |
| Capital Fund Management S.A. | 15,352 | $1.69M | 0.02% | −328,423−95.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 15,379 | $1.69M | 0.02% | −52,007−77.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 15,549 | $1.71M | 0.09% | +1,782+12.9% | Added |
| Radnor Capital Management, LLC | 15,553 | $1.71M | 0.29% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 15,586 | $1.71M | 0.80% | +12,321+377.4% | Added |
| Palisade Asset Management, LLC | 15,651 | $1.72M | 0.18% | −100−0.6% | Reduced |
| Auxier Asset Management | 15,675 | $1.72M | 0.26% | +307+2.0% | Added |
| V-Square Quantitative Management LLC | 15,677 | $1.72M | 0.25% | +210+1.4% | Added |
| Kinneret Advisory, LLC | 15,690 | $1.73M | 0.17% | −52−0.3% | Reduced |
| Cladis Investment Advisory, LLC | 15,716 | $1.73M | 1.25% | +3,701+30.8% | Added |
| Phoenix Holdings Ltd. | 15,698 | $1.73M | 0.03% | +10,330+192.4% | Added |
| CFC Planning Co LLC | 15,769 | $1.73M | 1.90% | +3,295+26.4% | Added |
| Harvest Portfolios Group Inc. | 15,881 | $1.75M | 0.05% | +3,047+23.7% | Added |
| Arvest Bank Trust Division | 15,978 | $1.76M | 0.11% | −42−0.3% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,000 | $1.76M | 0.16% | +4,400+37.9% | Added |
| Neville Rodie & Shaw Inc | 15,997 | $1.76M | 0.14% | +130+0.8% | Added |
| Maltin Wealth Management, Inc. | 16,029 | $1.76M | 0.83% | −2,422−13.1% | Reduced |
| Groupe la Francaise | 16,050 | $1.76M | 0.04% | −2,928−15.4% | Reduced |
| Boyar Asset Management Inc. | 16,059 | $1.77M | 1.28% | −1,479−8.4% | Reduced |
| Parallel Advisors, LLC | 16,152 | $1.78M | 0.04% | −268−1.6% | Reduced |
| Martin Capital Partners, LLC | 16,160 | $1.78M | 2.13% | −351−2.1% | Reduced |
| Millennium Capital Advisors, LLC | 16,186 | $1.78M | 1.31% | −1,132−6.5% | Reduced |
| Carmel Capital Partners, LLC | 16,333 | $1.80M | 0.71% | +808+5.2% | Added |
| Auto-Owners Insurance Co | 5,400 | $1.80M | 0.06% | −6,900−56.1% | Reduced |
| Sage Mountain Advisors LLC | 16,391 | $1.80M | 0.13% | +1,211+8.0% | Added |
| Point72 (DIFC) Ltd | 16,427 | $1.81M | 0.17% | +5,703+53.2% | Added |
| Voleon Capital Management LP | 16,427 | $1.81M | 0.14% | +3,819+30.3% | Added |
| Mengis Capital Management, Inc. | 16,606 | $1.83M | 0.38% | −155−0.9% | Reduced |
| Lantz Financial LLC | 16,649 | $1.83M | 0.50% | −156−0.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,670 | $1.83M | 0.27% | +11,940+252.4% | Added |
| Miller Investment Management, LP | 16,707 | $1.84M | 0.20% | −152−0.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 16,733 | $1.84M | 0.11% | +148+0.9% | Added |
| Sigma Planning Corp | 16,832 | $1.85M | 0.06% | +2,954+21.3% | Added |
| Harbour Investment Management LLC | 16,839 | $1.85M | 0.84% | +1,829+12.2% | Added |
| Venturi Wealth Management, LLC | 16,848 | $1.85M | 0.10% | +2,896+20.8% | Added |
| Koss-Olinger Consulting, LLC | 16,887 | $1.86M | 0.16% | +16,887 | New |
| Paralel Advisors LLC | 16,894 | $1.86M | 0.08% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 16,905 | $1.86M | 0.75% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 16,912 | $1.86M | 0.20% | +4,308+34.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 16,940 | $1.86M | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 17,001 | $1.87M | 0.03% | −65−0.4% | Reduced |
| Beacon Investment Advisors LLC | 17,013 | $1.87M | 0.88% | +248+1.5% | Added |
| Searle & Co. | 17,045 | $1.87M | 0.53% | +2,174+14.6% | Added |
| Sovereign's Capital Management, LLC | 17,096 | $1.88M | 1.12% | +1,296+8.2% | Added |
| NBT Bank N A | 17,187 | $1.89M | 0.14% | −1,141−6.2% | Reduced |
| Machina Capital S.A.S. | 17,317 | $1.90M | 0.57% | +17,317 | New |
| Boomfish Wealth Group, LLC | 17,493 | $1.92M | 1.25% | +21+0.1% | Added |
| Trust Co of Vermont | 17,582 | $1.93M | 0.10% | −834−4.5% | Reduced |
| Moors & Cabot, Inc. | 17,600 | $1.94M | 0.10% | −81−0.5% | Reduced |
| Perpetual Ltd | 17,657 | $1.94M | 0.02% | +7,248+69.6% | Added |
| Hantz Financial Services, Inc. | 17,682 | $1.95M | 0.03% | −509−2.8% | Reduced |
| Sculati Wealth Management, LLC | 17,745 | $1.95M | 0.79% | +959+5.7% | Added |
| Kennon-Green & Company, LLC | 17,766 | $1.95M | 1.59% | +213+1.2% | Added |
| Groupama Asset Managment | 17,845 | $1.96M | 0.04% | +11,390+176.5% | Added |
| TrueMark Investments, LLC | 17,858 | $1.96M | 0.51% | −19,037−51.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 17,859 | $1.96M | 0.11% | +7,682+75.5% | Added |
| Marion Wealth Management | 17,896 | $1.97M | 0.53% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 17,927 | $1.97M | 0.92% | +1,186+7.1% | Added |
| Zullo Investment Group, Inc. | 17,941 | $1.97M | 0.85% | +450+2.6% | Added |
| Wedbush Securities Inc | 17,971 | $1.98M | 0.07% | +3,399+23.3% | Added |
| Aspire Private Capital, LLC | 18,045 | $1.98M | 0.49% | −40.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 18,090 | $1.99M | 0.18% | +646+3.7% | Added |
| Fulton Bank, N.A. | 18,141 | $2.00M | 0.08% | −430−2.3% | Reduced |
| Pathway Financial Advisers, LLC | 18,177 | $2.00M | 0.69% | +1,185+7.0% | Added |
| Courier Capital LLC | 18,224 | $2.00M | 0.13% | −784−4.1% | Reduced |
| National Asset Management, Inc. | 18,255 | $2.01M | 0.06% | −1,894−9.4% | Reduced |
| Arnhold LLC | 18,370 | $2.02M | 0.20% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 18,400 | $2.02M | 0.01% | −28,700−60.9% | Reduced |