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 |
|---|---|---|---|---|---|
| Thompson Investment Management, Inc. | 109 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 111 | $12.2K | 0.01% | −10−8.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 113 | $12.4K | 0.00% | +5+4.6% | Added |
| Spectrum Wealth Counsel, LLC | 113 | $12.5K | 0.00% | −5−4.2% | Reduced |
| Financial Freedom, LLC | 125 | $13.7K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $13.9K | 0.01% | −109−99.1% | Reduced |
| von Borstel & Associates, Inc. | 128 | $14.0K | 0.00% | +128 | New |
| Transce3nd, LLC | 129 | $14.2K | 0.01% | −133−50.8% | Reduced |
| First Community Trust NA | 129 | $14.2K | 0.01% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 129 | $14.2K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 133 | $14.6K | 0.01% | +27+25.5% | Added |
| Avalon Trust Co | 136 | $15.0K | 0.00% | +2+1.5% | Added |
| BFSG, LLC | 140 | $15.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 143 | $15.7K | 0.00% | −43−23.1% | Reduced |
| Boyd Watterson Asset Management LLC | 145 | $15.9K | 0.01% | −5,065−97.2% | Reduced |
| PrairieView Partners, LLC | 150 | $16.0K | 0.00% | −270−64.3% | Reduced |
| Coston, McIsaac & Partners | 150 | $16.0K | 0.00% | +1+0.7% | Added |
| Private Wealth Management Group, LLC | 148 | $16.3K | 0.01% | +123+492.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 150 | $16.5K | 0.00% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 150 | $16.5K | 0.01% | +150 | New |
| Atticus Wealth Management, LLC | 153 | $16.8K | 0.01% | −349−69.5% | Reduced |
| Abound Financial, LLC | 154 | $16.9K | 0.01% | +154 | New |
| Prestige Wealth Management Group LLC | 154 | $16.9K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 156 | $17.2K | 0.01% | +76+95.0% | Added |
| Hager Investment Management Services, LLC | 175 | $19.2K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 178 | $19.6K | 0.00% | −912−83.7% | Reduced |
| Cornerstone Planning Group LLC | 202 | $19.6K | 0.00% | +70+53.0% | Added |
| West Branch Capital LLC | 180 | $19.8K | 0.01% | −894−83.2% | Reduced |
| UMA Financial Services, Inc. | 180 | $19.8K | 0.00% | +12+7.1% | Added |
| Bell Investment Advisors, Inc | 180 | $19.8K | 0.00% | +91+102.2% | Added |
| Red Tortoise LLC | 180 | $19.8K | 0.01% | +18+11.1% | Added |
| WealthCollab, LLC | 181 | $19.9K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 182 | $20.0K | 0.01% | −57−23.8% | Reduced |
| Hillsdale Investment Management Inc. | 190 | $20.9K | 0.00% | +190 | New |
| Moisand Fitzgerald Tamayo, LLC | 190 | $20.9K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 197 | $21.0K | 0.01% | +197 | New |
| Security National Bank | 200 | $22.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $22.0K | 0.02% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 200 | $22.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 200 | $22.0K | 0.00% | +158+376.2% | Added |
| Gen-Wealth Partners Inc | 203 | $22.3K | 0.01% | −25−11.0% | Reduced |
| Guardian Wealth Management, Inc. | 205 | $22.6K | 0.02% | +2+1.0% | Added |
| Front Row Advisors LLC | 210 | $23.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 210 | $23.1K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 214 | $23.6K | 0.01% | −180−45.7% | Reduced |
| Consultiva Wealth Management, Corp. | 215 | $23.6K | 0.08% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 221 | $24.3K | 0.01% | +10+4.7% | Added |
| Stephens Consulting, LLC | 223 | $24.5K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 225 | $24.7K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 345 | $25.7K | 0.02% | +72+26.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 237 | $26.1K | 0.01% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 237 | $26.1K | 0.03% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 240 | $26.4K | 0.01% | +240 | New |
| SIMA Wealth Partners, LLC | 242 | $26.6K | 0.02% | −32−11.7% | Reduced |
| Kennebec Savings Bank | 247 | $27.2K | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 250 | $27.5K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 250 | $27.5K | 0.01% | +210+525.0% | Added |
| Financial Perspectives, Inc | 254 | $27.9K | 0.01% | −39−13.3% | Reduced |
| FSA Wealth Management LLC | 262 | $28.8K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 270 | $29.7K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 272 | $30.0K | 0.01% | +1+0.4% | Added |
| Insight Financial Services | 274 | $30.1K | 0.02% | +58+26.9% | Added |
| Arlington Trust Co LLC | 275 | $30.2K | 0.01% | −295−51.8% | Reduced |
| Morton Brown Family Wealth, LLC | 276 | $30.4K | 0.01% | 00.0% | Unchanged |
| Winnow Wealth LLC | 278 | $30.5K | 0.03% | +9+3.3% | Added |
| Hopwood Financial Services, Inc. | 281 | $30.9K | 0.02% | +1+0.4% | Added |
| Hemington Wealth Management | 282 | $31.0K | 0.00% | +115+68.9% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 283 | $31.1K | 0.02% | +36+14.6% | Added |
| Saudi Central Bank | 288 | $31.7K | 0.17% | +288 | New |
| Raffa Wealth Management, LLC | 290 | $31.9K | 0.01% | −50−14.7% | Reduced |
| Rossby Financial, LCC | 335 | $32.8K | 0.01% | +335 | New |
| Flaharty Asset Management, LLC | 300 | $33.0K | 0.00% | +300 | New |
| ESL Trust Services, LLC | 300 | $33.0K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 300 | $33.0K | 0.01% | +3+1.0% | Added |
| Carolinas Wealth Consulting LLC | 310 | $34.1K | 0.01% | −34−9.9% | Reduced |
| Millstone Evans Group, LLC | 312 | $34.3K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 313 | $34.5K | 0.05% | +4+1.3% | Added |
| FSC Wealth Advisors, LLC | 318 | $34.9K | 0.02% | +251+374.6% | Added |
| Operose Advisors LLC | 318 | $35.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 320 | $35.2K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 324 | $35.6K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 327 | $35.9K | 0.01% | +5+1.6% | Added |
| West Paces Advisors Inc. | 328 | $36.1K | 0.01% | −1,467−81.7% | Reduced |
| Northwest Capital Management Inc | 329 | $36.2K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 330 | $36.3K | 0.01% | +150+83.3% | Added |
| Pingora Partners LLC | 335 | $36.8K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 339 | $37.0K | 0.00% | +54+18.9% | Added |
| Evelyn Partners Investment Management LLP | 337 | $37.1K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 337 | $37.1K | 0.00% | +337 | New |
| WPG Advisers, LLC | 341 | $37.5K | 0.03% | −127−27.1% | Reduced |
| Aventura Private Wealth, LLC | 345 | $37.9K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 347 | $38.2K | 0.01% | +347 | New |
| Richardson Capital Management LLC | 350 | $38.5K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 353 | $38.8K | 0.04% | +337+2,106.3% | Added |
| REAP Financial Group, LLC | 356 | $39.1K | 0.01% | +8+2.3% | Added |
| Pinney & Scofield, Inc. | 379 | $41.7K | 0.03% | +168+79.6% | Added |
| S&T Bank | 381 | $41.9K | 0.01% | +11+3.0% | Added |
| Pacifica Partners Inc. | 424 | $42.5K | 0.02% | +202+91.0% | Added |
| Putney Financial Group LLC | 387 | $42.6K | 0.04% | −60−13.4% | Reduced |
| First Financial Corp | 397 | $43.7K | 0.02% | −74−15.7% | Reduced |