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 |
|---|---|---|---|---|---|
| Pavion Blue Capital, LLC | 24,003 | $2.64M | 1.26% | −75−0.3% | Reduced |
| HighPoint Advisor Group LLC | 27,373 | $2.65M | 0.15% | −1,207−4.2% | Reduced |
| United Asset Strategies, Inc. | 24,174 | $2.66M | 0.25% | +1,900+8.5% | Added |
| Valeo Financial Advisors, LLC | 24,215 | $2.66M | 0.07% | −1,590−6.2% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 24,223 | $2.66M | 4.03% | +24,223 | New |
| AG2R la Mondiale Gestion D'Actifs | 27,462 | $2.68M | 0.15% | +27,462 | New |
| Venture Visionary Partners LLC | 24,514 | $2.70M | 0.11% | +11,189+84.0% | Added |
| Element Capital Management LLC | 24,567 | $2.70M | 0.67% | +24,567 | New |
| Moss Adams Wealth Advisors LLC | 24,580 | $2.70M | 0.28% | +10.0% | Added |
| Independent Investors Inc | 24,650 | $2.71M | 0.58% | −110.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 24,783 | $2.73M | 0.04% | −13,144−34.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 21,731 | $2.74M | 0.89% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 24,955 | $2.74M | 0.86% | +5,680+29.5% | Added |
| Rodgers Brothers Inc. | 24,985 | $2.75M | 0.37% | +15,630+167.1% | Added |
| Natural Investments, LLC | 25,036 | $2.75M | 0.78% | −359−1.4% | Reduced |
| Empirical Finance, LLC | 25,116 | $2.76M | 0.17% | +423+1.7% | Added |
| Mather Group, LLC. | 25,244 | $2.78M | 0.03% | −1,376−5.2% | Reduced |
| Investment House LLC | 25,268 | $2.78M | 0.16% | −1,640−6.1% | Reduced |
| NewEdge Wealth, LLC | 25,339 | $2.79M | 0.05% | +2,037+8.7% | Added |
| Bourne Lent Asset Management Inc | 25,408 | $2.79M | 1.20% | −250−1.0% | Reduced |
| Jump Financial, LLC | 25,439 | $2.80M | 0.04% | +18,265+254.6% | Added |
| Cypress Wealth Services, LLC | 25,453 | $2.80M | 0.57% | +1,108+4.6% | Added |
| Griffin Asset Management, Inc. | 25,549 | $2.81M | 0.34% | −23,863−48.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 25,594 | $2.82M | 0.11% | −339−1.3% | Reduced |
| Portfolio Design Labs, LLC | 25,708 | $2.83M | 0.58% | +25,708 | New |
| Doheny Asset Management | 25,709 | $2.83M | 2.21% | +25,709 | New |
| Morton Community Bank | 25,805 | $2.84M | 0.74% | +10,776+71.7% | Added |
| Motco | 26,014 | $2.86M | 0.30% | −2,056−7.3% | Reduced |
| Stanley-Laman Group, Ltd. | 26,029 | $2.86M | 0.44% | +3,149+13.8% | Added |
| McDonald Partners LLC | 26,000 | $2.86M | 0.75% | +1,588+6.5% | Added |
| Omers Administration Corp | 26,064 | $2.87M | 0.03% | −4,270−14.1% | Reduced |
| Trilogy Capital Inc. | 26,094 | $2.87M | 0.15% | +2,567+10.9% | Added |
| Vident Advisory, LLC | 26,142 | $2.88M | 0.04% | +6,296+31.7% | Added |
| KMG Fiduciary Partners, LLC | 26,175 | $2.88M | 0.24% | −10,908−29.4% | Reduced |
| Agf Management Ltd | 26,181 | $2.88M | 0.02% | +2,216+9.2% | Added |
| Providence Capital Advisors, LLC | 26,256 | $2.89M | 0.60% | +240+0.9% | Added |
| Brookmont Capital Management | 26,258 | $2.89M | 1.63% | −909−3.3% | Reduced |
| Acadian Asset Management LLC | 26,372 | $2.90M | 0.01% | +1,213+4.8% | Added |
| Dorsey & Whitney Trust CO LLC | 26,386 | $2.90M | 0.17% | −4,645−15.0% | Reduced |
| Kera Capital Partners, Inc. | 26,483 | $2.91M | 0.87% | +920+3.6% | Added |
| Opus Investment Management Inc | 26,600 | $2.93M | 2.09% | 00.0% | Unchanged |
| LongView Wealth Management | 26,773 | $2.94M | 0.88% | +25+0.1% | Added |
| Vision Capital Management, Inc. | 26,782 | $2.95M | 0.42% | +3,213+13.6% | Added |
| Northwest & Ethical Investments L.P. | 26,808 | $2.95M | 0.08% | −21,196−44.2% | Reduced |
| Horrell Capital Management, Inc. | 26,830 | $2.95M | 1.23% | +173+0.6% | Added |
| TD Waterhouse Canada Inc. | 27,091 | $2.96M | 0.02% | +1,884+7.5% | Added |
| Pine Valley Investments Ltd Liability Co | 26,956 | $2.96M | 0.19% | −758−2.7% | Reduced |
| Clearstead Advisors, LLC | 26,999 | $2.97M | 0.05% | +10,381+62.5% | Added |
| Mediolanum International Funds Ltd | 27,157 | $2.98M | 0.04% | −4,270−13.6% | Reduced |
| Farmers & Merchants Investments Inc | 27,189 | $2.99M | 0.09% | −1,038−3.7% | Reduced |
| FIL Ltd | 27,263 | $3.00M | 0.00% | −5,496−16.8% | Reduced |
| Atwater Malick LLC | 27,287 | $3.00M | 1.02% | +2,852+11.7% | Added |
| Ethic Inc. | 27,535 | $3.01M | 0.06% | +1,170+4.4% | Added |
| Argyle Capital Management Inc. | 27,405 | $3.01M | 1.12% | +977+3.7% | Added |
| Beacon Financial Group | 27,463 | $3.02M | 0.33% | −596−2.1% | Reduced |
| Interval Partners, LP | 27,607 | $3.04M | 0.11% | −631,862−95.8% | Reduced |
| Tocqueville Asset Management L.P. | 27,630 | $3.04M | 0.05% | −26,234−48.7% | Reduced |
| Arkadios Wealth Advisors | 27,692 | $3.05M | 0.12% | +10,219+58.5% | Added |
| Inspire Advisors, LLC | 27,770 | $3.05M | 0.35% | +27,770 | New |
| Signature Wealth Management Group | 27,986 | $3.08M | 1.20% | +1,789+6.8% | Added |
| Quadrature Capital Ltd | 27,990 | $3.08M | 0.07% | +27,990 | New |
| Ilex Capital Partners (UK) LLP | 28,150 | $3.10M | 0.13% | +28,150 | New |
| Perigon Wealth Management, LLC | 28,195 | $3.10M | 0.08% | +251+0.9% | Added |
| Klingenstein Fields & Co LP | 28,198 | $3.10M | 0.13% | −149−0.5% | Reduced |
| Hilltop Holdings Inc. | 28,445 | $3.13M | 0.20% | +9,929+53.6% | Added |
| Bleakley Financial Group, LLC | 28,449 | $3.13M | 0.10% | −5,534−16.3% | Reduced |
| Albion Financial Group | 28,694 | $3.16M | 0.22% | −10,958−27.6% | Reduced |
| Cohen Klingenstein LLC | 28,769 | $3.16M | 0.11% | −280−1.0% | Reduced |
| Wolverine Asset Management LLC | 28,772 | $3.16M | 0.06% | +22,111+331.9% | Added |
| Resources Investment Advisors, LLC. | 28,795 | $3.17M | 0.04% | −4,281−12.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 28,855 | $3.17M | 0.04% | +15,205+111.4% | Added |
| Farmers National Bank | 29,031 | $3.19M | 0.90% | +795+2.8% | Added |
| Monarch Capital Management Inc | 29,745 | $3.27M | 0.91% | +2,565+9.4% | Added |
| Wealthedge Investment Advisors, LLC | 29,747 | $3.27M | 1.48% | +7,798+35.5% | Added |
| Kesler, Norman & Wride, LLC | 29,757 | $3.27M | 0.62% | −362−1.2% | Reduced |
| GLOBALT Investments LLC | 29,770 | $3.27M | 0.13% | +35+0.1% | Added |
| Culbertson A N & Co Inc | 29,876 | $3.29M | 0.52% | +1,460+5.1% | Added |
| William Allan, LLC | 30,068 | $3.31M | 2.07% | +878+3.0% | Added |
| JB Capital LLC | 30,105 | $3.31M | 0.18% | +30,105 | New |
| Elo Mutual Pension Insurance Co | 30,171 | $3.32M | 0.07% | −36,676−54.9% | Reduced |
| Garland Capital Management Inc | 30,265 | $3.33M | 3.12% | −4,240−12.3% | Reduced |
| Massmutual Trust Co FSB | 30,535 | $3.36M | 0.10% | −541−1.7% | Reduced |
| Summit Financial, LLC | 30,627 | $3.37M | 0.09% | +6,644+27.7% | Added |
| EP Wealth Advisors, LLC | 30,666 | $3.37M | 0.03% | +460+1.5% | Added |
| MainStreet Investment Advisors LLC | 30,704 | $3.38M | 0.49% | −770−2.4% | Reduced |
| Zions Bancorporation, National Association | 30,881 | $3.40M | 0.21% | +30,881 | New |
| Brooks, Moore & Associates, Inc. | 31,305 | $3.44M | 1.94% | +265+0.9% | Added |
| North Star Investment Management Corp. | 31,372 | $3.45M | 0.25% | −4,039−11.4% | Reduced |
| Metis Global Partners, LLC | 31,387 | $3.45M | 0.10% | +173+0.6% | Added |
| E. Ohman J:or Asset Management AB | 31,635 | $3.48M | 0.09% | −1,376−4.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 31,715 | $3.49M | 0.10% | −799−2.5% | Reduced |
| Benin Management CORP | 31,918 | $3.51M | 1.00% | +3,605+12.7% | Added |
| Sciencast Management LP | 31,918 | $3.51M | 0.81% | +7,742+32.0% | Added |
| TD Private Client Wealth LLC | 31,957 | $3.51M | 0.10% | +18,788+142.7% | Added |
| M&G Plc | 31,988 | $3.52M | 0.02% | −2,909−8.3% | Reduced |
| Riverview Capital Advisers, LLC | 32,011 | $3.52M | 1.11% | −6,867−17.7% | Reduced |
| Rench Wealth Management, Inc. | 32,012 | $3.52M | 1.22% | +373+1.2% | Added |
| Cornerstone Advisors, LLC | 32,100 | $3.53M | 0.15% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 32,205 | $3.54M | 0.07% | +11,485+55.4% | Added |
| Penn Davis McFarland Inc | 32,360 | $3.56M | 0.42% | −214−0.7% | Reduced |