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 |
|---|---|---|---|---|---|
| Abn Amro Investment Solutions | 65,990 | $7.26M | 0.15% | +13,335+25.3% | Added |
| Live Oak Private Wealth LLC | 66,041 | $7.26M | 1.18% | +13,789+26.4% | Added |
| Miracle Mile Advisors, LLC | 66,307 | $7.29M | 0.15% | +5,372+8.8% | Added |
| Kornitzer Capital Management Inc | 66,307 | $7.29M | 0.15% | −6,210−8.6% | Reduced |
| XTX Topco Ltd | 67,039 | $7.37M | 0.38% | +67,039 | New |
| Rakuten Investment Management, Inc. | 67,263 | $7.38M | 0.03% | +67,263 | New |
| Brown Brothers Harriman & Co | 67,120 | $7.38M | 0.05% | −21,572−24.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 68,812 | $7.57M | 0.50% | −278−0.4% | Reduced |
| Allianz SE | 69,328 | $7.63M | 0.20% | −791−1.1% | Reduced |
| Charter Trust Co | 69,640 | $7.66M | 0.51% | −15,506−18.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 70,327 | $7.74M | 1.53% | −3,747−5.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 70,466 | $7.75M | 0.25% | +47,348+204.8% | Added |
| Synovus Financial Corp | 71,168 | $7.83M | 0.10% | −4,570−6.0% | Reduced |
| Captrust Financial Advisors | 71,655 | $7.88M | 0.02% | +21,450+42.7% | Added |
| Sage Capital Advisors,llc | 72,158 | $7.94M | 2.08% | +31,858+79.1% | Added |
| Steward Partners Investment Advisory, LLC | 72,174 | $7.94M | 0.07% | +1,786+2.5% | Added |
| Avanza Fonder AB | 72,222 | $7.96M | 0.26% | −7,075−8.9% | Reduced |
| Quantitative Investment Management, LLC | 72,701 | $8.00M | 0.74% | +72,701 | New |
| Miramar Capital, LLC | 72,950 | $8.02M | 1.91% | −8,171−10.1% | Reduced |
| Stratos Wealth Partners, LTD. | 73,617 | $8.10M | 0.12% | +7,172+10.8% | Added |
| Bell Bank | 74,230 | $8.16M | 0.44% | +6,424+9.5% | Added |
| Sowell Financial Services LLC | 74,271 | $8.17M | 0.37% | +7,642+11.5% | Added |
| Country Club Bank | 74,555 | $8.18M | 0.55% | +16,015+27.4% | Added |
| Olstein Capital Management, L.P. | 75,000 | $8.25M | 1.52% | 00.0% | Unchanged |
| BancorpSouth Bank | 75,071 | $8.26M | 0.59% | +1,262+1.7% | Added |
| Stephens Inc | 75,233 | $8.27M | 0.12% | −170.0% | Reduced |
| Commerzbank Aktiengesellschaft | 75,291 | $8.28M | 0.19% | +24,026+46.9% | Added |
| Mackenzie Financial Corp | 75,386 | $8.29M | 0.01% | +8,371+12.5% | Added |
| Beacon Pointe Advisors, LLC | 75,767 | $8.33M | 0.09% | +33,968+81.3% | Added |
| First Manhattan Co | 75,892 | $8.35M | 0.02% | −17,303−18.6% | Reduced |
| Centre Asset Management, LLC | 76,011 | $8.36M | 2.15% | +440+0.6% | Added |
| OP Asset Management Ltd | 76,386 | $8.40M | 0.14% | +76,386 | New |
| Toroso Investments, LLC | 76,499 | $8.41M | 0.07% | +23,017+43.0% | Added |
| Verition Fund Management LLC | 76,759 | $8.44M | 0.05% | −152,571−66.5% | Reduced |
| United Capital Financial Advisers, LLC | 76,915 | $8.46M | 0.07% | +1,592+2.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 77,000 | $8.47M | 0.07% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 77,001 | $8.47M | 0.00% | −12,415−13.9% | Reduced |
| Cullinan Associates Inc | 78,019 | $8.58M | 0.61% | −5,407−6.5% | Reduced |
| Woodmont Investment Counsel LLC | 78,054 | $8.59M | 0.62% | +3,371+4.5% | Added |
| Armstrong Advisory Group, Inc | 68,171 | $8.60M | 0.69% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 88,923 | $8.63M | 3.55% | −10,549−10.6% | Reduced |
| Gilman Hill Asset Management, LLC | 79,591 | $8.75M | 1.52% | +25,733+47.8% | Added |
| Associated Banc-Corp | 79,845 | $8.78M | 0.27% | +6,675+9.1% | Added |
| Everett Harris & Co | 80,121 | $8.81M | 0.11% | −15,317−16.0% | Reduced |
| Heritage Investors Management Corp | 80,232 | $8.82M | 0.30% | −2,216−2.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 80,372 | $8.84M | 0.27% | +19,317+31.6% | Added |
| S.E.E.D. Planning Group LLC | 80,516 | $8.86M | 2.98% | +76,566+1,938.4% | Added |
| Advocate Group LLC | 80,703 | $8.88M | 1.62% | +6,103+8.2% | Added |
| UBS Oconnor LLC | 81,000 | $8.91M | 0.21% | +81,000 | New |
| Wiley Bros.-Aintree Capital, LLC | 81,305 | $8.93M | 0.09% | +10,378+14.6% | Added |
| Capstone Investment Advisors, LLC | 81,289 | $8.94M | 0.08% | −40,932−33.5% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 81,594 | $8.97M | 1.93% | −2,574−3.1% | Reduced |
| Waypoint Wealth Partners Inc. | 81,858 | $9.00M | 2.49% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 81,941 | $9.01M | 0.12% | −479−0.6% | Reduced |
| Davy Global Fund Management Ltd | 81,946 | $9.01M | 1.06% | +5,206+6.8% | Added |
| Stonebridge Capital Advisors LLC | 81,958 | $9.01M | 0.73% | +629+0.8% | Added |
| Jacobs & Co | 82,088 | $9.03M | 0.96% | −6,658−7.5% | Reduced |
| Avantax Advisory Services, Inc. | 82,326 | $9.06M | 0.05% | +17,644+27.3% | Added |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 84,574 | $9.30M | 4.19% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 85,067 | $9.36M | 0.11% | −2,562−2.9% | Reduced |
| Peapack Gladstone Financial Corp | 85,907 | $9.45M | 0.14% | −3,354−3.8% | Reduced |
| Wedge Capital Management L L P | 86,425 | $9.51M | 0.18% | −4,830−5.3% | Reduced |
| ASR Vermogensbeheer N.V. | 87,229 | $9.59M | 0.14% | +87,229 | New |
| Brown Advisory Inc | 87,803 | $9.66M | 0.01% | +1,175+1.4% | Added |
| CIBC World Markets Corp | 88,217 | $9.70M | 0.08% | −27,232−23.6% | Reduced |
| Pathstone Holdings, LLC | 88,248 | $9.71M | 0.04% | +5,611+6.8% | Added |
| Lido Advisors, LLC | 88,461 | $9.73M | 0.06% | +7,211+8.9% | Added |
| Chilton Investment Co LLC | 88,496 | $9.73M | 0.24% | +88,496 | New |
| KCM Investment Advisors LLC | 88,831 | $9.77M | 0.35% | −27,003−23.3% | Reduced |
| Mercer Global Advisors Inc | 89,493 | $9.84M | 0.02% | +2,712+3.1% | Added |
| Nissay Asset Management Corp | 89,513 | $9.85M | 0.06% | +914+1.0% | Added |
| Hengehold Capital Management LLC | 90,471 | $9.95M | 0.95% | −216−0.2% | Reduced |
| Financial Partners Group, LLC | 90,997 | $10.0M | 4.34% | +56,569+164.3% | Added |
| Vontobel Holding Ltd. | 91,261 | $10.0M | 0.04% | −204−0.2% | Reduced |
| Westshore Wealth, LLC | 91,270 | $10.0M | 4.25% | +10.0% | Added |
| Man Group plc | 91,385 | $10.1M | 0.03% | +72,334+379.7% | Added |
| Telos Capital Management, Inc. | 91,544 | $10.1M | 1.10% | −2,427−2.6% | Reduced |
| GWM Advisors LLC | 91,951 | $10.1M | 0.06% | −149−0.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 92,701 | $10.1M | 0.02% | −38,922−29.6% | Reduced |
| Southern Capital Advisors, LLC | 92,194 | $10.1M | 5.62% | +468+0.5% | Added |
| Intact Investment Management Inc. | 92,400 | $10.2M | 0.35% | −14,000−13.2% | Reduced |
| Loomis Sayles & Co L P | 92,885 | $10.2M | 0.01% | −10,183−9.9% | Reduced |
| Pinnacle Financial Partners Inc | 93,177 | $10.3M | 0.21% | +3,198+3.6% | Added |
| Assetmark, Inc | 93,203 | $10.3M | 0.03% | −7,009−7.0% | Reduced |
| Simplex Trading, LLC | 93,523 | $10.3M | 0.36% | +93,523 | New |
| Virginia Retirement Systems Et Al | 94,200 | $10.4M | 0.08% | +94,200 | New |
| Sanibel Captiva Trust Company, Inc. | 94,754 | $10.4M | 0.34% | −758−0.8% | Reduced |
| State of Alaska, Department of Revenue | 94,906 | $10.4M | 0.12% | +4,295+4.7% | Added |
| CapWealth Advisors, LLC | 95,591 | $10.5M | 1.14% | +11,717+14.0% | Added |
| Public Employees Retirement Association of Colorado | 95,688 | $10.5M | 0.04% | −1,556−1.6% | Reduced |
| Dearborn Partners LLC | 96,402 | $10.6M | 0.51% | −23,997−19.9% | Reduced |
| CWM, LLC | 96,926 | $10.7M | 0.04% | +19,369+25.0% | Added |
| Sanctuary Advisors, LLC | 97,099 | $10.7M | 0.08% | −17,031−14.9% | Reduced |
| Brinker Capital Investments, LLC | 98,233 | $10.8M | 0.11% | +5,663+6.1% | Added |
| Orion Portfolio Solutions, LLC | 98,233 | $10.8M | 0.11% | +5,663+6.1% | Added |
| Sequoia Financial Advisors, LLC | 98,522 | $10.8M | 0.08% | +56,800+136.1% | Added |
| Vivaldi Capital Management, LLC | 98,849 | $10.9M | 1.75% | −4,692−4.5% | Reduced |
| Stockman Wealth Management, Inc. | 99,005 | $10.9M | 1.61% | +12,332+14.2% | Added |
| Public Sector Pension Investment Board | 99,550 | $10.9M | 0.05% | +8,050+8.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 100,009 | $11.0M | 0.12% | +49,087+96.4% | Added |