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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 100,544 | $11.1M | 0.11% | +2,850+2.9% | Added |
| Isthmus Partners, LLC | 100,637 | $11.1M | 1.39% | +14,927+17.4% | Added |
| Logan Capital Management Inc | 100,723 | $11.1M | 0.50% | +24,242+31.7% | Added |
| River Road Asset Management, LLC | 101,093 | $11.1M | 0.15% | −156,368−60.7% | Reduced |
| Quantinno Capital Management LP | 101,117 | $11.1M | 0.07% | +26,834+36.1% | Added |
| Waters Parkerson & Co., LLC | 101,175 | $11.1M | 0.59% | −31,999−24.0% | Reduced |
| Janney Capital Management LLC | 101,299 | $11.1M | 0.77% | +6,228+6.6% | Added |
| Varma Mutual Pension Insurance Co | 102,270 | $11.2M | 0.10% | +26,900+35.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 102,472 | $11.3M | 0.11% | −254−0.2% | Reduced |
| Founders Capital Management, LLC | 102,826 | $11.3M | 2.08% | +7,847+8.3% | Added |
| Schroder Investment Management Group | 104,178 | $11.4M | 0.01% | −86,108−45.3% | Reduced |
| Regions Financial Corp | 104,150 | $11.5M | 0.09% | −1,611−1.5% | Reduced |
| Yousif Capital Management, LLC | 104,493 | $11.5M | 0.13% | −162−0.2% | Reduced |
| Natixis | 104,798 | $11.5M | 0.07% | +104,798 | New |
| Steigerwald, Gordon & Koch Inc. | 104,932 | $11.5M | 1.29% | +123+0.1% | Added |
| Daiwa Securities Group Inc. | 104,946 | $11.5M | 0.05% | +6,591+6.7% | Added |
| Robeco Institutional Asset Management B.V. | 105,599 | $11.6M | 0.02% | +40,649+62.6% | Added |
| Xponance, Inc. | 105,758 | $11.6M | 0.11% | +1,521+1.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 106,281 | $11.7M | 0.12% | 00.0% | Unchanged |
| Mayar Capital Ltd. | 106,520 | $11.7M | 20.76% | +2,200+2.1% | Added |
| International Assets Investment Management, LLC | 108,082 | $11.9M | 1.04% | +1,695+1.6% | Added |
| New York Life Investment Management LLC | 108,284 | $11.9M | 0.12% | −610−0.6% | Reduced |
| Marcum Wealth, LLC | 108,545 | $11.9M | 1.03% | +685+0.6% | Added |
| Scotia Capital Inc. | 108,809 | $12.0M | 0.06% | +571+0.5% | Added |
| Walleye Trading LLC | 109,478 | $12.0M | 0.34% | +105,774+2,855.7% | Added |
| Bank of Nova Scotia | 109,863 | $12.1M | 0.03% | −329,475−75.0% | Reduced |
| ProShare Advisors LLC | 111,309 | $12.2M | 0.03% | +5,102+4.8% | Added |
| Greatmark Investment Partners, Inc. | 113,241 | $12.5M | 1.70% | +5,835+5.4% | Added |
| Financial Counselors Inc | 113,667 | $12.5M | 0.19% | −2,275−2.0% | Reduced |
| Private Advisor Group, LLC | 115,546 | $12.7M | 0.08% | +10,917+10.4% | Added |
| Marco Investment Management LLC | 116,453 | $12.8M | 1.19% | −115−0.1% | Reduced |
| Trexquant Investment LP | 117,465 | $12.9M | 0.15% | −45,037−27.7% | Reduced |
| Point72 Asset Management, L.P. | 118,085 | $13.0M | 0.04% | −481,674−80.3% | Reduced |
| Brookstone Capital Management | 119,468 | $13.1M | 0.19% | +10,631+9.8% | Added |
| Calamos Advisors LLC | 120,372 | $13.2M | 0.06% | +1,341+1.1% | Added |
| Utah Retirement Systems | 120,605 | $13.3M | 0.15% | −213−0.2% | Reduced |
| South Dakota Investment Council | 122,984 | $13.5M | 0.28% | +5,164+4.4% | Added |
| Donald L. Hagan, LLC | 123,000 | $13.5M | 7.06% | 00.0% | Unchanged |
| Verity & Verity, LLC | 123,191 | $13.5M | 1.19% | −42,502−25.7% | Reduced |
| Sound Income Strategies, LLC | 124,300 | $13.7M | 0.81% | +18,483+17.5% | Added |
| ING Groep NV | 124,431 | $13.7M | 0.09% | +124,431 | New |
| TownSquare Capital, LLC | 124,966 | $13.7M | 0.15% | +35,916+40.3% | Added |
| Bahl & Gaynor Inc | 125,943 | $13.9M | 0.07% | −160,549−56.0% | Reduced |
| USS Investment Management Ltd | 128,600 | $14.1M | 0.11% | −92,371−41.8% | Reduced |
| MML Investors Services, LLC | 130,963 | $14.4M | 0.05% | +14,972+12.9% | Added |
| IFM Investors Pty Ltd | 131,438 | $14.5M | 0.16% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 131,551 | $14.5M | 0.35% | −3,049−2.3% | Reduced |
| Allworth Financial LP | 148,935 | $14.7M | 0.08% | +5,170+3.6% | Added |
| Fifth Third Bancorp | 137,822 | $15.2M | 0.06% | +30,989+29.0% | Added |
| Modera Wealth Management, LLC | 138,307 | $15.2M | 0.21% | −488−0.4% | Reduced |
| CIBC Asset Management Inc | 138,514 | $15.2M | 0.05% | +1,024+0.7% | Added |
| British Columbia Investment Management Corp | 139,871 | $15.4M | 0.09% | −406−0.3% | Reduced |
| Evergreen Capital Management LLC | 140,234 | $15.4M | 0.52% | −18,042−11.4% | Reduced |
| Kimelman & Baird, LLC | 141,463 | $15.6M | 1.32% | +2,184+1.6% | Added |
| Amalgamated Bank | 142,616 | $15.7M | 0.13% | +1,943+1.4% | Added |
| Kestra Advisory Services, LLC | 144,740 | $15.9M | 0.08% | −12,599−8.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 145,185 | $16.0M | 0.03% | +36,209+33.2% | Added |
| Wilkins Investment Counsel Inc | 146,685 | $16.1M | 2.31% | +23,057+18.7% | Added |
| KLCM Advisors, Inc. | 148,428 | $16.3M | 1.91% | +126,130+565.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 148,773 | $16.4M | 0.08% | −1,057−0.7% | Reduced |
| Empowered Funds, LLC | 150,381 | $16.5M | 0.24% | +20,698+16.0% | Added |
| Grimes & Company, Inc. | 150,842 | $16.6M | 0.51% | +22,409+17.4% | Added |
| RSM US Wealth Management LLC | 151,428 | $16.7M | 0.26% | −361−0.2% | Reduced |
| Godsey & Gibb Associates | 156,136 | $17.2M | 1.69% | +13,749+9.7% | Added |
| Retirement Systems of Alabama | 157,163 | $17.3M | 0.07% | −1,185−0.7% | Reduced |
| Nisa Investment Advisors, LLC | 159,356 | $17.5M | 0.09% | −14,689−8.4% | Reduced |
| La Banque Postale Asset Management SA | 159,623 | $17.6M | 0.27% | −6,309−3.8% | Reduced |
| Warren Averett Asset Management, LLC | 160,379 | $17.6M | 0.22% | +9,951+6.6% | Added |
| Tudor Investment Corp Et Al | 161,438 | $17.8M | 0.16% | +161,438 | New |
| Forsta Ap-Fonden | 162,000 | $17.8M | 0.13% | −3,500−2.1% | Reduced |
| Corebridge Financial, Inc. | 163,121 | $17.9M | 0.10% | −4,971−3.0% | Reduced |
| D.A. Davidson & Co. | 163,486 | $18.0M | 0.14% | −51,047−23.8% | Reduced |
| Capital Investment Advisors, LLC | 163,741 | $18.0M | 0.35% | −26,954−14.1% | Reduced |
| Keybank National Association | 164,637 | $18.1M | 0.07% | −4,693−2.8% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 166,933 | $18.4M | 1.34% | +46,758+38.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 166,943 | $18.4M | 0.06% | +18,692+12.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 167,255 | $18.4M | 0.11% | +11,744+7.6% | Added |
| Czech National Bank | 167,984 | $18.5M | 0.17% | +9,408+5.9% | Added |
| Measured Wealth Private Client Group, LLC | 169,081 | $18.6M | 5.97% | +57,529+51.6% | Added |
| Haverford Trust Co | 169,616 | $18.7M | 0.19% | −393,042−69.9% | Reduced |
| Andra AP-fonden | 169,983 | $18.7M | 0.31% | −22,200−11.6% | Reduced |
| Bridgeway Capital Management, LLC | 173,050 | $19.0M | 0.48% | +26,417+18.0% | Added |
| 1832 Asset Management L.P. | 173,210 | $19.1M | 0.04% | −122,837−41.5% | Reduced |
| United Services Automobile Association | 175,117 | $19.2M | 0.59% | 00.0% | Unchanged |
| Delta Asset Management LLC | 177,057 | $19.5M | 1.85% | −1,624−0.9% | Reduced |
| Sabal Trust CO | 177,334 | $19.5M | 1.08% | +6,307+3.7% | Added |
| Benjamin Edwards Inc | 178,991 | $19.7M | 0.27% | +28,466+18.9% | Added |
| Zacks Investment Management | 179,267 | $19.7M | 0.18% | −72,850−28.9% | Reduced |
| J.W. Cole Advisors, Inc. | 179,320 | $19.7M | 0.61% | +106,782+147.2% | Added |
| Blair William & Co | 181,290 | $19.9M | 0.06% | −11,391−5.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 183,668 | $20.2M | 3.08% | +3,174+1.8% | Added |
| DDD Partners, LLC | 186,069 | $20.5M | 2.49% | +186,069 | New |
| Qube Research & Technologies Ltd | 189,312 | $20.8M | 0.03% | −765,949−80.2% | Reduced |
| MetLife Investment Management | 189,917 | $20.9M | 0.11% | −3,622−1.9% | Reduced |
| M&T Bank Corp | 194,608 | $21.4M | 0.08% | −302,093−60.8% | Reduced |
| State of Michigan Retirement System | 198,414 | $21.8M | 0.13% | −100−0.1% | Reduced |
| Masters Capital Management LLC | 200,000 | $22.0M | 4.66% | +200,000 | New |
| Natixis Advisors, L.P. | 200,678 | $22.1M | 0.04% | −40,289−16.7% | Reduced |
| KBC Group NV | 201,752 | $22.2M | 0.07% | −37,719−15.8% | Reduced |
| Comerica Bank | 205,268 | $22.6M | 0.09% | −2,732−1.3% | Reduced |