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 |
|---|---|---|---|---|---|
| StoneX Group Inc. | 18,475 | $2.03M | 0.11% | −737−3.8% | Reduced |
| Daymark Wealth Partners, LLC | 18,525 | $2.04M | 0.09% | −3,269−15.0% | Reduced |
| Miller Financial Services LLC | 18,543 | $2.04M | 2.93% | +1,197+6.9% | Added |
| Oak Harbor Wealth Partners, LLC | 18,573 | $2.04M | 0.58% | 00.0% | Unchanged |
| OV Management LLC | 18,662 | $2.05M | 0.96% | +5,041+37.0% | Added |
| Cox Capital Mgt LLC | 18,782 | $2.07M | 1.51% | +3,492+22.8% | Added |
| Marks Group Wealth Management, Inc | 18,890 | $2.08M | 0.20% | +267+1.4% | Added |
| Rehmann Capital Advisory Group | 18,903 | $2.08M | 0.13% | +2,733+16.9% | Added |
| GHP Investment Advisors, Inc. | 19,024 | $2.09M | 0.10% | +563+3.0% | Added |
| Wahed Invest LLC | 19,030 | $2.09M | 0.36% | +630+3.4% | Added |
| Pitcairn Co | 19,054 | $2.10M | 0.13% | −2,992−13.6% | Reduced |
| Portside Wealth Group, LLC | 19,070 | $2.10M | 0.34% | +4,639+32.1% | Added |
| Atlantic Union Bankshares Corp | 19,181 | $2.11M | 0.13% | −1,635−7.9% | Reduced |
| Lecap Asset Management Ltd | 19,236 | $2.12M | 0.49% | +1,398+7.8% | Added |
| Harvest Investment Services, LLC | 19,297 | $2.12M | 0.59% | −40.0% | Reduced |
| Twin Tree Management, LP | 19,325 | $2.13M | 0.05% | −38,398−66.5% | Reduced |
| Savoie Capital LLC | 16,928 | $2.13M | 0.25% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 19,504 | $2.15M | 0.49% | +282+1.5% | Added |
| Optimist Retirement Group LLC | 19,530 | $2.15M | 1.08% | +13,278+212.4% | Added |
| McDaniel Terry & Co | 19,592 | $2.15M | 0.19% | −7,157−26.8% | Reduced |
| Peloton Wealth Strategists | 19,631 | $2.16M | 0.90% | −2,775−12.4% | Reduced |
| Glass Wealth Management Co LLC | 19,630 | $2.16M | 1.30% | −2,170−10.0% | Reduced |
| Measured Risk Portfolios, Inc. | 19,638 | $2.16M | 2.32% | +1,925+10.9% | Added |
| Summit X, LLC | 19,677 | $2.16M | 0.46% | +9,509+93.5% | Added |
| Buckingham Strategic Partners | 19,680 | $2.16M | 0.03% | +3,927+24.9% | Added |
| Pensionmark Financial Group, LLC | 19,818 | $2.18M | 0.06% | +202+1.0% | Added |
| Forte Capital LLC | 19,822 | $2.18M | 0.26% | +10,198+106.0% | Added |
| Park Avenue Securities LLC | 19,878 | $2.19M | 0.03% | +2,691+15.7% | Added |
| Bryn Mawr Trust Co | 19,943 | $2.19M | 0.04% | −2,473−11.0% | Reduced |
| Oak Thistle LLC | 19,981 | $2.20M | 0.44% | +19,981 | New |
| SkyOak Wealth, LLC | 19,984 | $2.20M | 0.48% | +895+4.7% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $2.20M | 0.60% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 20,045 | $2.20M | 0.08% | +4,134+26.0% | Added |
| Ronald Blue Trust, Inc. | 20,129 | $2.21M | 0.03% | +5,118+34.1% | Added |
| Royal Fund Management, LLC | 20,131 | $2.21M | 0.26% | −5,759−22.2% | Reduced |
| Drucker Wealth 3.0, LLC | 20,157 | $2.22M | 0.49% | +11+0.1% | Added |
| Highland Capital Management, LLC | 20,241 | $2.23M | 0.13% | −320−1.6% | Reduced |
| Sagespring Wealth Partners, LLC | 20,241 | $2.23M | 0.06% | −883−4.2% | Reduced |
| Heritage Trust Co | 20,378 | $2.24M | 0.27% | −1,043−4.9% | Reduced |
| Bailard, Inc. | 20,439 | $2.25M | 0.06% | −3,449−14.4% | Reduced |
| Birch Hill Investment Advisors LLC | 20,561 | $2.26M | 0.11% | −17,741−46.3% | Reduced |
| Investment Management Corp of Ontario | 20,676 | $2.27M | 0.05% | +20,676 | New |
| Tritonpoint Wealth, LLC | 20,707 | $2.28M | 0.22% | −43,425−67.7% | Reduced |
| Islay Capital Management, LLC | 20,771 | $2.28M | 1.54% | +20,771 | New |
| GWN Securities Inc. | 22,741 | $2.29M | 0.13% | +20,882+1,123.3% | Added |
| Beech Hill Advisors, Inc. | 20,781 | $2.29M | 0.91% | +45+0.2% | Added |
| Independence Bank of Kentucky | 20,782 | $2.29M | 0.36% | −265−1.3% | Reduced |
| Pure Financial Advisors, Inc. | 20,800 | $2.29M | 0.05% | +2,358+12.8% | Added |
| Frank, Rimerman Advisors LLC | 21,026 | $2.31M | 0.18% | −8,386−28.5% | Reduced |
| Americana Partners, LLC | 21,027 | $2.31M | 0.09% | +1,624+8.4% | Added |
| Slagle Financial, LLC | 21,053 | $2.32M | 1.03% | +140+0.7% | Added |
| Schulhoff & Co Inc | 21,140 | $2.33M | 1.03% | −796−3.6% | Reduced |
| Bonness Enterprises Inc | 21,150 | $2.33M | 0.76% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 21,205 | $2.33M | 0.17% | −4,109−16.2% | Reduced |
| Sawyer & Company, Inc | 21,241 | $2.34M | 0.94% | −588−2.7% | Reduced |
| Everence Capital Management Inc | 21,350 | $2.35M | 0.16% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 21,384 | $2.35M | 0.09% | +1,877+9.6% | Added |
| Miller Howard Investments Inc | 21,456 | $2.36M | 0.08% | +1,265+6.3% | Added |
| Brady Family Wealth, LLC | 21,462 | $2.36M | 0.76% | −1,543−6.7% | Reduced |
| Integrity Alliance, LLC. | 21,522 | $2.37M | 0.09% | +12,460+137.5% | Added |
| Dynamic Advisor Solutions LLC | 21,543 | $2.37M | 0.08% | +21,543 | New |
| Laurel Wealth Advisors LLC | 21,549 | $2.37M | 0.37% | +1,950+9.9% | Added |
| Cohen Investment Advisors LLC | 21,616 | $2.38M | 1.38% | +2,625+13.8% | Added |
| Arete Wealth Advisors, LLC | 21,632 | $2.38M | 0.18% | +6,128+39.5% | Added |
| Catherine Avery Investment Management LLC | 21,681 | $2.38M | 2.14% | −270−1.2% | Reduced |
| Jensen Investment Management Inc | 21,870 | $2.41M | 0.03% | −1,004−4.4% | Reduced |
| Anderson Hoagland & Co | 26,186 | $2.41M | 0.29% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 21,927 | $2.41M | 0.43% | +862+4.1% | Added |
| Ashton Thomas Private Wealth, LLC | 21,956 | $2.41M | 0.09% | +464+2.2% | Added |
| Sovereign Financial Group, Inc. | 21,972 | $2.42M | 0.56% | −133−0.6% | Reduced |
| Virginia Wealth Management Group, Inc. | 21,985 | $2.42M | 1.49% | +1,248+6.0% | Added |
| Chiron Capital Management, LLC | 22,072 | $2.43M | 2.21% | +22,072 | New |
| Stock Yards Bank & Trust Co | 22,141 | $2.44M | 0.09% | −2,429−9.9% | Reduced |
| Old Port Advisors | 22,262 | $2.45M | 0.73% | −80−0.4% | Reduced |
| Washington Trust Advisors, Inc. | 22,294 | $2.45M | 0.22% | −76,141−77.4% | Reduced |
| Am Investment Strategies LLC | 22,345 | $2.46M | 0.60% | +1,476+7.1% | Added |
| Horan Capital Advisors, LLC. | 22,445 | $2.47M | 0.83% | +72+0.3% | Added |
| Two Sigma Securities, LLC | 22,447 | $2.47M | 0.38% | +18,036+408.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 22,467 | $2.47M | 0.12% | +599+2.7% | Added |
| Maven Securities LTD | 22,600 | $2.49M | 0.54% | +18,334+429.8% | Added |
| Jacobi Capital Management LLC | 22,700 | $2.50M | 0.18% | +609+2.8% | Added |
| QTR Family Wealth, LLC | 22,751 | $2.50M | 1.89% | +22,751 | New |
| Perkins Coie Trust Co | 22,793 | $2.51M | 0.57% | +2,217+10.8% | Added |
| Exeter Financial, LLC | 22,823 | $2.51M | 1.13% | +2,060+9.9% | Added |
| Old Point Trust & Financial Services N A | 22,837 | $2.51M | 0.88% | −835−3.5% | Reduced |
| Keating Investment Counselors Inc | 22,891 | $2.52M | 0.76% | +3,439+17.7% | Added |
| Tilson Financial Group, Inc. | 22,894 | $2.52M | 1.00% | −15−0.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 22,961 | $2.53M | 0.02% | −799,672−97.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 23,108 | $2.54M | 0.03% | −58,900−71.8% | Reduced |
| Ascent Group, LLC | 23,181 | $2.55M | 0.11% | +23,181 | New |
| TCM Advisors, LLC | – | $2.55M | 2.23% | – | – |
| Northwestern Mutual Investment Management Company, LLC | 23,261 | $2.56M | 0.04% | +39+0.2% | Added |
| ProVise Management Group, LLC | 23,261 | $2.56M | 0.22% | +694+3.1% | Added |
| Whittier Trust Co | 23,459 | $2.58M | 0.04% | −5,831−19.9% | Reduced |
| SAM Advisors, LLC | 23,527 | $2.59M | 0.97% | +636+2.8% | Added |
| Cardinal Capital Management | 23,654 | $2.60M | 0.40% | +1,272+5.7% | Added |
| Leonteq Securities AG | 23,647 | $2.60M | 0.20% | +12,271+107.9% | Added |
| Bokf, NA | 23,716 | $2.61M | 0.05% | −777−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 23,955 | $2.63M | 0.08% | −21,713−47.5% | Reduced |
| Umb Bank N A | 24,002 | $2.64M | 0.04% | −2,330−8.8% | Reduced |