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 |
|---|---|---|---|---|---|
| Ironwood Investment Counsel, LLC | 46,789 | $5.15M | 0.89% | +5,836+14.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 46,827 | $5.15M | 0.02% | −4,524−8.8% | Reduced |
| Concurrent Investment Advisors, LLC | 46,847 | $5.15M | 0.13% | +825+1.8% | Added |
| Neuberger Berman Group LLC | 46,883 | $5.16M | 0.00% | −44,979−49.0% | Reduced |
| Fusion Capital, LLC | 46,899 | $5.16M | 1.97% | +11,715+33.3% | Added |
| Koshinski Asset Management, Inc. | 47,173 | $5.19M | 0.44% | +409+0.9% | Added |
| Keystone Financial Planning, Inc. | 47,254 | $5.20M | 1.55% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 47,417 | $5.22M | 0.06% | −5,676−10.7% | Reduced |
| Principal Street Partners, LLC | 47,672 | $5.24M | 0.98% | +34,568+263.8% | Added |
| WBI Investments | 48,011 | $5.28M | 1.39% | +23,622+96.9% | Added |
| Wealthfront Advisers LLC | 48,351 | $5.32M | 0.01% | +11,998+33.0% | Added |
| Principal Securities, Inc. | 42,255 | $5.33M | 0.12% | +80.0% | Added |
| Mairs & Power Inc | 48,467 | $5.33M | 0.06% | −16,062−24.9% | Reduced |
| Dupree Financial Group, LLC | 48,512 | $5.34M | 2.17% | +48,512 | New |
| Intellus Advisors LLC | 48,659 | $5.35M | 0.94% | −53−0.1% | Reduced |
| Advisory Services Network, LLC | 48,842 | $5.37M | 0.10% | +14,142+40.8% | Added |
| Texas Yale Capital Corp. | 49,343 | $5.43M | 0.22% | −1,505−3.0% | Reduced |
| PFG Investments, LLC | 49,359 | $5.43M | 0.35% | +1,462+3.1% | Added |
| Resources Management Corp | 49,439 | $5.44M | 0.76% | −1,438−2.8% | Reduced |
| CCM Investment Group, LLC | 49,859 | $5.47M | 0.58% | +8,038+19.2% | Added |
| Kentucky Retirement Systems | 49,787 | $5.48M | 0.17% | −550−1.1% | Reduced |
| Naples Global Advisors, LLC | 49,892 | $5.49M | 0.52% | +2,094+4.4% | Added |
| Skylands Capital, LLC | 50,145 | $5.52M | 0.80% | +9,945+24.7% | Added |
| Pinnacle Associates Ltd | 50,558 | $5.56M | 0.08% | −20,420−28.8% | Reduced |
| Linscomb & Williams, Inc. | 51,096 | $5.62M | 0.28% | +1,587+3.2% | Added |
| Virtu Financial LLC | 51,112 | $5.62M | 0.31% | +91+0.2% | Added |
| Kiltearn Partners LLP | 51,200 | $5.63M | 1.07% | +51,200 | New |
| MAI Capital Management | 51,410 | $5.65M | 0.04% | −9,256−15.3% | Reduced |
| VestGen Advisors, LLC | 51,413 | $5.65M | 0.26% | +51,413 | New |
| Birch Capital Management, LLC | 51,434 | $5.66M | 2.94% | +3,793+8.0% | Added |
| UniSuper Management Pty Ltd | 51,662 | $5.68M | 0.04% | +3,363+7.0% | Added |
| NEOS Investment Management LLC | 52,004 | $5.72M | 0.11% | +10,019+23.9% | Added |
| JustInvest LLC | 52,145 | $5.74M | 0.08% | +3,223+6.6% | Added |
| Temasek Holdings (Private) Ltd | 52,248 | $5.75M | 0.02% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 52,584 | $5.78M | 0.17% | −23,956−31.3% | Reduced |
| Mutual Advisors, LLC | 59,039 | $5.78M | 0.17% | +21,584+57.6% | Added |
| Sompo Asset Management Co., Ltd. | 52,606 | $5.79M | 1.07% | +5,047+10.6% | Added |
| GAM Holding AG | 52,847 | $5.81M | 0.45% | −8,727−14.2% | Reduced |
| Generali Asset Management SPA SGR | 52,866 | $5.81M | 0.14% | +4,254+8.8% | Added |
| Jane Street Group, LLC | 52,915 | $5.82M | 0.01% | −510,199−90.6% | Reduced |
| Welch & Forbes LLC | 53,411 | $5.87M | 0.08% | −2,438−4.4% | Reduced |
| Nomura Holdings Inc | 53,426 | $5.88M | 0.03% | +17,255+47.7% | Added |
| Grace & White Inc | 53,690 | $5.91M | 1.13% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 53,802 | $5.92M | 0.14% | +6,168+12.9% | Added |
| O'Shaughnessy Asset Management, LLC | 53,882 | $5.93M | 0.05% | +12,496+30.2% | Added |
| BLI - Banque de Luxembourg Investments | 54,280 | $5.94M | 0.18% | −24,500−31.1% | Reduced |
| Canal Capital Management, LLC | 54,384 | $5.98M | 1.00% | +13,508+33.0% | Added |
| Verdence Capital Advisors LLC | 54,554 | $6.00M | 0.46% | +12,191+28.8% | Added |
| Lynch & Associates | 54,593 | $6.00M | 1.30% | −1,300−2.3% | Reduced |
| Addenda Capital Inc. | 55,239 | $6.08M | 0.22% | +12,761+30.0% | Added |
| Atria Investments LLC | 55,535 | $6.11M | 0.08% | −12,524−18.4% | Reduced |
| APG Asset Management N.V. | 60,531 | $6.16M | 0.02% | +17,931+42.1% | Added |
| Noesis Capital Mangement Corp | 56,402 | $6.20M | 1.23% | −2,813−4.8% | Reduced |
| Lathrop Investment Management Corp | 56,436 | $6.21M | 1.23% | −2,000−3.4% | Reduced |
| Walleye Capital LLC | 56,471 | $6.21M | 0.07% | −268,230−82.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 56,481 | $6.21M | 0.06% | +2,221+4.1% | Added |
| Iowa State Bank | 56,531 | $6.22M | 1.32% | −2,418−4.1% | Reduced |
| Level Four Advisory Services, LLC | 56,928 | $6.26M | 0.26% | +13,971+32.5% | Added |
| Viking Fund Management LLC | 57,000 | $6.27M | 0.90% | +17,000+42.5% | Added |
| Glenview Trust Co | 57,244 | $6.30M | 0.12% | −399−0.7% | Reduced |
| Kestra Private Wealth Services, LLC | 57,508 | $6.33M | 0.11% | −21,344−27.1% | Reduced |
| Cresset Asset Management, LLC | 58,117 | $6.39M | 0.03% | −993−1.7% | Reduced |
| Mizuho Securities USA LLC | 58,561 | $6.44M | 0.14% | −10,756−15.5% | Reduced |
| Tufton Capital Management | 58,571 | $6.44M | 1.24% | −280−0.5% | Reduced |
| CIBC World Markets Inc. | 58,981 | $6.49M | 0.01% | +1,791+3.1% | Added |
| Clark & Stuart, Inc | 59,028 | $6.49M | 4.73% | +113+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 59,102 | $6.50M | 0.01% | +8,227+16.2% | Added |
| Sigma Investment Counselors Inc | 59,258 | $6.52M | 0.40% | −439−0.7% | Reduced |
| Wesbanco Bank Inc | 59,304 | $6.52M | 0.23% | +36+0.1% | Added |
| Romano Brothers and Company | 59,857 | $6.58M | 0.85% | +3,957+7.1% | Added |
| Ally Financial Inc. | 60,000 | $6.60M | 0.74% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 60,281 | $6.63M | 1.01% | +51,059+553.7% | Added |
| Capital Management Corp | 60,311 | $6.63M | 1.15% | +11,377+23.2% | Added |
| Baker Avenue Asset Management, LP | 60,361 | $6.64M | 0.21% | −2,616−4.2% | Reduced |
| Argent Trust Co | 60,414 | $6.64M | 0.27% | +1,757+3.0% | Added |
| Channing Capital Management, LLC | 60,699 | $6.68M | 0.20% | +60,699 | New |
| B. Metzler seel. Sohn & Co. AG | 60,749 | $6.68M | 0.07% | +13,689+29.1% | Added |
| Candriam Luxembourg S.C.A. | 60,934 | $6.70M | 0.04% | −10,407−14.6% | Reduced |
| Hendershot Investments Inc. | 61,255 | $6.74M | 0.92% | −11,791−16.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 61,290 | $6.74M | 1.65% | +2,259+3.8% | Added |
| Federation des caisses Desjardins du Quebec | 61,517 | $6.77M | 0.03% | +6,365+11.5% | Added |
| Rafferty Asset Management, LLC | 61,631 | $6.78M | 0.03% | −20,236−24.7% | Reduced |
| Wealthcare Advisory Partners LLC | 61,636 | $6.78M | 0.18% | +3,633+6.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 61,755 | $6.79M | 1.58% | +41,314+202.1% | Added |
| Clifford Capital Partners LLC | 62,032 | $6.82M | 1.40% | +62,032 | New |
| Oppenheimer & Co Inc | 62,263 | $6.85M | 0.10% | +5,097+8.9% | Added |
| Shelton Capital Management | 62,286 | $6.85M | 0.16% | +8,513+15.8% | Added |
| Lee Danner & Bass Inc | 62,656 | $6.89M | 0.56% | +3,991+6.8% | Added |
| Oregon Public Employees Retirement Fund | 62,804 | $6.91M | 0.13% | +140+0.2% | Added |
| Hennessy Advisors Inc | 63,000 | $6.93M | 0.23% | +47,300+301.3% | Added |
| United Advisor Group, LLC | 63,266 | $6.96M | 1.43% | +1,744+2.8% | Added |
| NewSquare Capital LLC | 64,059 | $6.99M | 0.57% | +81+0.1% | Added |
| Motley Fool Wealth Management, LLC | 63,689 | $7.01M | 0.41% | −56−0.1% | Reduced |
| Qsemble Capital Management, LP | 63,923 | $7.03M | 0.75% | +38,333+149.8% | Added |
| Snowden Capital Advisors LLC | 64,211 | $7.06M | 0.23% | +5,962+10.2% | Added |
| Visionary Wealth Advisors | 64,534 | $7.10M | 0.43% | +4,401+7.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 64,600 | $7.11M | 0.92% | +30,000+86.7% | Added |
| TCTC Holdings, LLC | 65,295 | $7.18M | 0.25% | −4,293−6.2% | Reduced |
| Cooper Financial Group | 65,600 | $7.22M | 0.95% | −307−0.5% | Reduced |
| Gotham Asset Management, LLC | 65,679 | $7.22M | 0.06% | +14,922+29.4% | Added |