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 |
|---|---|---|---|---|---|
| Sky Investment Group LLC | 32,554 | $3.58M | 0.66% | −1,220−3.6% | Reduced |
| Spire Wealth Management | 32,604 | $3.59M | 0.11% | +21,533+194.5% | Added |
| SummitTX Capital, L.P. | 32,810 | $3.61M | 0.16% | +32,810 | New |
| Borer Denton & Associates, Inc. | 32,986 | $3.63M | 1.28% | −2,650−7.4% | Reduced |
| Bragg Financial Advisors, Inc | 33,005 | $3.63M | 0.15% | −1,221−3.6% | Reduced |
| Fieldview Capital Management, LLC | 33,113 | $3.64M | 0.51% | +33,113 | New |
| Congress Wealth Management LLC | 32,759 | $3.65M | 0.04% | +22,161+209.1% | Added |
| Redmond Asset Management, LLC | 33,449 | $3.68M | 0.95% | +2,851+9.3% | Added |
| Northwest Bancshares, Inc. | 33,533 | $3.69M | 0.68% | +1,935+6.1% | Added |
| Butensky & Cohen Financial Security, Inc | 33,567 | $3.69M | 1.13% | +3,175+10.4% | Added |
| Vestmark Advisory Solutions, Inc. | 33,674 | $3.70M | 0.10% | +14,447+75.1% | Added |
| Capital Investment Advisory Services, LLC | 33,696 | $3.71M | 0.33% | +13,691+68.4% | Added |
| Hourglass Capital, LLC | 33,955 | $3.73M | 0.98% | +3,390+11.1% | Added |
| Maryland State Retirement & Pension System | 34,088 | $3.75M | 0.09% | −5,418−13.7% | Reduced |
| Palouse Capital Management, Inc. | 34,096 | $3.75M | 2.56% | +17,297+103.0% | Added |
| Hallmark Capital Management Inc | 34,136 | $3.75M | 0.28% | +16,285+91.2% | Added |
| Advisory Alpha, LLC | 34,144 | $3.76M | 0.13% | +8,205+31.6% | Added |
| New Mexico Educational Retirement Board | 34,162 | $3.76M | 0.13% | −800−2.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 34,201 | $3.76M | 0.25% | +21,718+174.0% | Added |
| Commonwealth Retirement Investments LLC | 34,304 | $3.77M | 1.54% | +5,884+20.7% | Added |
| Bank of New Hampshire | 34,557 | $3.80M | 0.99% | −1,010−2.8% | Reduced |
| PDS Planning, Inc | 34,649 | $3.81M | 0.32% | +66+0.2% | Added |
| Fisher Funds Management LTD | 34,731 | $3.82M | 0.09% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 34,870 | $3.84M | 0.50% | +3,897+12.6% | Added |
| Siemens Fonds Invest GmbH | 35,275 | $3.88M | 0.27% | +178+0.5% | Added |
| Savant Capital, LLC | 35,296 | $3.88M | 0.03% | −21,507−37.9% | Reduced |
| Commerce Bank | 35,452 | $3.90M | 0.02% | +2,219+6.7% | Added |
| Vinva Investment Management Ltd | 35,683 | $3.91M | 0.16% | −128−0.4% | Reduced |
| Bristlecone Advisors, LLC | 35,590 | $3.91M | 0.32% | +4,090+13.0% | Added |
| Stolper Co | 35,672 | $3.92M | 1.29% | +114+0.3% | Added |
| Boyer & Corporon Wealth Management, LLC | 35,962 | $3.96M | 1.37% | +35,962 | New |
| Inspire Trust Co, N.A. | 36,000 | $3.96M | 0.94% | +8,000+28.6% | Added |
| CMG Global Holdings, LLC | 40,097 | $3.97M | 2.59% | −2,001−4.8% | Reduced |
| Inlet Private Wealth, LLC | 36,103 | $3.97M | 1.03% | +950+2.7% | Added |
| Dean Investment Associates, LLC | 36,353 | $4.00M | 0.59% | +8,606+31.0% | Added |
| Edmond de Rothschild Holding S.A. | 36,673 | $4.03M | 0.07% | −2,591−6.6% | Reduced |
| Bridge Creek Capital Management LLC | 37,045 | $4.07M | 1.28% | +1,752+5.0% | Added |
| Kovitz Investment Group Partners, LLC | 37,076 | $4.08M | 0.02% | +2,018+5.8% | Added |
| Soltis Investment Advisors LLC | 37,085 | $4.08M | 0.36% | +5,482+17.3% | Added |
| Group One Trading, L.P. | 37,116 | $4.08M | 0.17% | +24,119+185.6% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 40,983 | $4.08M | 1.77% | +40,983 | New |
| Capital Investment Counsel, Inc | 37,184 | $4.09M | 0.61% | +339+0.9% | Added |
| Intech Investment Management LLC | 37,199 | $4.09M | 0.04% | +3,444+10.2% | Added |
| Evercore Wealth Management, LLC | 37,226 | $4.09M | 0.07% | −24,891−40.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 37,329 | $4.11M | 0.27% | +216+0.6% | Added |
| Truvestments Capital LLC | 37,363 | $4.11M | 0.89% | +15,033+67.3% | Added |
| WCM Investment Management, LLC | 37,623 | $4.13M | 0.01% | −90.0% | Reduced |
| EagleClaw Capital Managment, LLC | 38,032 | $4.18M | 0.66% | +127+0.3% | Added |
| HBK Sorce Advisory LLC | 38,053 | $4.19M | 0.12% | +1,670+4.6% | Added |
| Crossmark Global Holdings, Inc. | 38,092 | $4.19M | 0.07% | −486−1.3% | Reduced |
| Huntington National Bank | 38,217 | $4.20M | 0.03% | −5,248−12.1% | Reduced |
| Edgestream Partners, L.P. | 38,506 | $4.24M | 0.14% | +11,880+44.6% | Added |
| Securian Asset Management, Inc | 38,659 | $4.25M | 0.13% | −648−1.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 38,693 | $4.26M | 0.60% | +2,959+8.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 38,776 | $4.26M | 0.39% | +391+1.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 39,160 | $4.31M | 0.04% | −11,580−22.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 39,157 | $4.31M | 1.83% | +11,735+42.8% | Added |
| Tower Bridge Advisors | 39,196 | $4.31M | 0.48% | −350−0.9% | Reduced |
| Louisiana State Employees Retirement System | 39,300 | $4.32M | 0.09% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 39,366 | $4.33M | 0.63% | −12,774−24.5% | Reduced |
| Independent Advisor Alliance | 39,387 | $4.33M | 0.14% | −6,871−14.9% | Reduced |
| InvesTrust | 39,583 | $4.35M | 1.19% | +1,018+2.6% | Added |
| Norinchukin Bank, The | 39,599 | $4.36M | 0.08% | +5,418+15.9% | Added |
| Summitry LLC | 39,671 | $4.36M | 0.22% | +6,033+17.9% | Added |
| Atria Wealth Solutions, Inc. | 39,951 | $4.39M | 0.05% | −4,134−9.4% | Reduced |
| Boston Research & Management Inc | 39,952 | $4.39M | 1.07% | −1,067−2.6% | Reduced |
| Cary Street Partners Financial LLC | 40,090 | $4.41M | 0.14% | +4,957+14.1% | Added |
| Anchor Investment Management, LLC | 40,173 | $4.42M | 0.41% | −930−2.3% | Reduced |
| Good Life Advisors, LLC | 40,321 | $4.43M | 0.31% | +16,826+71.6% | Added |
| Eliot Finkel Investment Counsel, LLC | 40,590 | $4.46M | 3.04% | +2,975+7.9% | Added |
| XML Financial, LLC | 40,616 | $4.47M | 0.42% | −818−2.0% | Reduced |
| Adams Asset Advisors, LLC | 40,769 | $4.48M | 0.61% | 00.0% | Unchanged |
| First National Trust Co | 40,806 | $4.49M | 0.18% | −1,864−4.4% | Reduced |
| Iams Wealth Management, LLC | 40,960 | $4.51M | 2.06% | +2,413+6.3% | Added |
| Waterfront Wealth Inc. | 41,056 | $4.52M | 1.10% | −80.0% | Reduced |
| Ieq Capital, LLC | 41,190 | $4.53M | 0.04% | +36,734+824.4% | Added |
| Builder Investment Group Inc | 41,432 | $4.56M | 1.30% | −1,098−2.6% | Reduced |
| Avantax Planning Partners, Inc. | 42,455 | $4.67M | 0.17% | +3,456+8.9% | Added |
| Eagle Rock Investment Company, LLC | 42,965 | $4.73M | 0.81% | −385−0.9% | Reduced |
| Gulf International Bank (UK) Ltd | 43,012 | $4.73M | 0.16% | −12,979−23.2% | Reduced |
| CX Institutional | 43,013 | $4.73M | 0.18% | −1,154−2.6% | Reduced |
| HB Wealth Management, LLC | 43,075 | $4.74M | 0.04% | +3,969+10.1% | Added |
| Community Bank, N.A. | 43,205 | $4.75M | 0.64% | +5,144+13.5% | Added |
| Achmea Investment Management B.V. | 43,419 | $4.78M | 0.07% | +9,765+29.0% | Added |
| Landscape Capital Management, L.L.C. | 43,637 | $4.80M | 0.43% | −11,236−20.5% | Reduced |
| Guyasuta Investment Advisors Inc | 43,806 | $4.82M | 0.31% | −5,075−10.4% | Reduced |
| Nebula Research & Development LLC | 43,823 | $4.82M | 0.45% | +43,823 | New |
| Columbia Asset Management | 44,020 | $4.84M | 0.98% | +4,360+11.0% | Added |
| Rowland & Co Investment Counsel | 44,588 | $4.90M | 1.03% | +3,007+7.2% | Added |
| Hi-Line Capital Management, LLC | 44,605 | $4.91M | 1.84% | +929+2.1% | Added |
| Hartford Investment Management Co | 44,649 | $4.91M | 0.17% | −461−1.0% | Reduced |
| AE Wealth Management LLC | 44,827 | $4.93M | 0.04% | +26,360+142.7% | Added |
| Apollon Wealth Management, LLC | 44,868 | $4.93M | 0.11% | −3,704−7.6% | Reduced |
| Wambolt & Associates, LLC | 45,490 | $4.97M | 1.69% | −147−0.3% | Reduced |
| Signaturefd, LLC | 45,521 | $5.01M | 0.09% | +1,777+4.1% | Added |
| Steel Peak Wealth Management LLC | 45,627 | $5.02M | 0.21% | +41,047+896.2% | Added |
| Monte Financial Group, LLC | 52,564 | $5.07M | 2.22% | +23,762+82.5% | Added |
| Morgan Dempsey Capital Management LLC | 46,195 | $5.08M | 2.12% | +1,731+3.9% | Added |
| First National Bank of Omaha | 46,647 | $5.13M | 0.35% | −1,059−2.2% | Reduced |
| Woodstock Corp | 46,709 | $5.14M | 0.51% | +4,943+11.8% | Added |