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 |
|---|---|---|---|---|---|
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −3,196−100.0% | Sold out |
| Paragon Private Wealth Management, LLC | 0 | $0 | 0.00% | −3,047−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −2,922−100.0% | Sold out |
| Defined Wealth Management, LLC | 0 | $0 | 0.00% | −2,898−100.0% | Sold out |
| Howard Bailey Securities, LLC | 0 | $0 | 0.00% | −2,895−100.0% | Sold out |
| Amica Retiree Medical Trust | 0 | $0 | 0.00% | −2,837−100.0% | Sold out |
| Haverford Financial Services, Inc. | 0 | $0 | 0.00% | −2,777−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −2,721−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,662−100.0% | Sold out |
| Stonebrook Private Inc. | 0 | $0 | 0.00% | −2,623−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −2,618−100.0% | Sold out |
| Conscious Wealth Investments, LLC | 0 | $0 | 0.00% | −2,516−100.0% | Sold out |
| Bridgewealth Advisory Group, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Wealth Quarterback LLC | 0 | $0 | 0.00% | −2,418−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −2,395−100.0% | Sold out |
| Guardian Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,261−100.0% | Sold out |
| Alta Capital Management LLC | 0 | $0 | 0.00% | −2,246−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −2,224−100.0% | Sold out |
| Investment Advisory Services Inc | 0 | $0 | 0.00% | −2,204−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −2,192−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −2,192−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −2,183−100.0% | Sold out |
| Walker Financial Services, Inc. | 0 | $0 | 0.00% | −1,910−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −2,149−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −2,111−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −2,097−100.0% | Sold out |
| Holistic Planning, LLC | 0 | $0 | 0.00% | −2,097−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −2,066−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −2,039−100.0% | Sold out |
| Eads & Heald Wealth Management | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −2,033−100.0% | Sold out |
| Meridian Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,029−100.0% | Sold out |
| Embree Financial Group | 0 | $0 | 0.00% | −2,023−100.0% | Sold out |
| ERTS Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Chaney Capital Management, Inc. | 0 | $0 | 0.00% | −2,020−100.0% | Sold out |
| James J. Burns & Company, LLC | 0 | $0 | 0.00% | −2,006−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Alpha Family Trust | 0 | $0 | 0.00% | −1,995−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −1,988−100.0% | Sold out |
| RB Capital Management, LLC | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| Beaton Management Co. Inc. | 0 | $0 | 0.00% | −1,974−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,968−100.0% | Sold out |
| Pure Portfolios Holdings LLC | 0 | $0 | 0.00% | −1,963−100.0% | Sold out |
| Paulson Wealth Management Inc. | 0 | $0 | 0.00% | −1,945−100.0% | Sold out |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −1,940−100.0% | Sold out |
| Beacon Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −1,918−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −1,896−100.0% | Sold out |
| BankPlus Wealth Management LLC | 0 | $0 | 0.00% | −1,878−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −1,864−100.0% | Sold out |
| Vertex Planning Partners, LLC | 0 | $0 | 0.00% | −1,858−100.0% | Sold out |
| Red Wave Investments LLC | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Rahlfs Capital, LLC | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| AGH Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,849−100.0% | Sold out |
| Haven Private, LLC | 0 | $0 | 0.00% | −1,836−100.0% | Sold out |
| Spring Capital Management, LLC | 0 | $0 | 0.00% | −1,816−100.0% | Sold out |
| Buckhead Capital Management LLC | 0 | $0 | 0.00% | −1,812−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −1,807−100.0% | Sold out |
| First Western Trust Bank | 0 | $0 | 0.00% | −1,804−100.0% | Sold out |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −1,801−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,796−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,794−100.0% | Sold out |
| Gimbal Financial | 0 | $0 | 0.00% | −1,790−100.0% | Sold out |
| Oak Asset Management, LLC | 0 | $0 | 0.00% | −1,786−100.0% | Sold out |
| Sather Financial Group Inc | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −1,768−100.0% | Sold out |
| Univest Financial Corp | 0 | $0 | 0.00% | −1,768−100.0% | Sold out |
| Forza Wealth Management, LLC | 0 | $0 | 0.00% | −1,767−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,763−100.0% | Sold out |
| Integrity Financial Corp | 0 | $0 | 0.00% | −1,754−100.0% | Sold out |
| Hudson Capital Management LLC | 0 | $0 | 0.00% | −1,736−100.0% | Sold out |
| LBMC Investment Advisors, LLC | 0 | $0 | 0.00% | −1,736−100.0% | Sold out |
| MA Private Wealth | 0 | $0 | 0.00% | −1,731−100.0% | Sold out |
| Boston Family Office LLC | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| Convergence Financial, LLC | 0 | $0 | 0.00% | −1,728−100.0% | Sold out |
| Reynders McVeigh Capital Management, LLC | 0 | $0 | 0.00% | −1,706−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −1,704−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1,693−100.0% | Sold out |
| Ellenbecker Investment Group | 0 | $0 | 0.00% | −1,692−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,684−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −1,697−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −1,675−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −1,704−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −1,668−100.0% | Sold out |
| Petros Family Wealth, LLC | 0 | $0 | 0.00% | −1,667−100.0% | Sold out |
| Aspire Capital Advisors LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −1,641−100.0% | Sold out |
| Fort Sheridan Advisors LLC | 0 | $0 | 0.00% | −1,636−100.0% | Sold out |
| MTM Investment Management, LLC | 0 | $0 | 0.00% | −1,631−100.0% | Sold out |
| WealthCare Investment Partners, LLC | 0 | $0 | 0.00% | −1,643−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −1,614−100.0% | Sold out |
| Callan Capital, LLC | 0 | $0 | 0.00% | −1,612−100.0% | Sold out |
| Quantum Financial Advisors, LLC | 0 | $0 | 0.00% | −1,608−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,607−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −1,603−100.0% | Sold out |
| Mill Capital Management, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Next Level Private LLC | 0 | $0 | 0.00% | −1,598−100.0% | Sold out |
| MN Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,586−100.0% | Sold out |