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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.

Institutional holdersQ1 2025: 2,202 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ1 2025: $55.4B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Payden & Rygel0$00.00%−1,400−100.0%Sold out
Flagship Wealth Advisors, LLC0$00.00%−1,281−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−1,033−100.0%Sold out
Pacific Capital Wealth Advisors, Inc0$00.00%−1,007−100.0%Sold out
Hall Laurie J Trustee0$00.00%−600−100.0%Sold out
Ofi Invest Asset Management0$00.00%−313−100.0%Sold out
Sugar Maple Asset Management, LLC0$00.00%−300−100.0%Sold out
Empirical Asset Management, LLC0$00.00%−12,036−100.0%Sold out
PEAK6 LLC0$00.00%−220−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−203−100.0%Sold out
Horizon Bancorp Inc0$00.00%−189−100.0%Sold out
Modus Advisors, LLC0$00.00%−182−100.0%Sold out
Mowery & Schoenfeld Wealth Management, LLC0$00.00%−177−100.0%Sold out
Kohmann Bosshard Financial Services, LLC0$00.00%−168−100.0%Sold out
Live Oak Investment Partners0$00.00%–Sold out
Mendota Financial Group, LLC0$00.00%−140−100.0%Sold out
Transcendent Capital Group LLC0$00.00%−129−100.0%Sold out
Caitlin John, LLC0$00.00%−115−100.0%Sold out
Hanson & Doremus Investment Management0$00.00%−113−100.0%Sold out
Fedenia Advisers LLC0$00.00%−100−100.0%Sold out
Aspetuck Financial Management LLC0$00.00%−100−100.0%Sold out
Legend Financial Advisors, Inc.0$00.00%−83−100.0%Sold out
Moser Wealth Advisors, LLC0$00.00%−79−100.0%Sold out
POM Investment Strategies, LLC0$00.00%−59−100.0%Sold out
Creative Capital Management Investments LLC0$00.00%−52−100.0%Sold out
Ritter Daniher Financial Advisory LLC0$00.00%−50−100.0%Sold out
Wingate Wealth Advisors, Inc.0$00.00%−48−100.0%Sold out
Chilton Capital Management LLC0$00.00%−41−100.0%Sold out
Louisbourg Investments Inc.0$00.00%−40−100.0%Sold out
Tributary Capital Management, LLC0$00.00%−38−100.0%Sold out
Synergy Financial Management, LLC0$00.00%−35−100.0%Sold out
Lam Group, Inc.0$00.00%−34−100.0%Sold out
Birchbrook, Inc.0$00.00%−30−100.0%Sold out
Conquis Financial LLC0$00.00%−29−100.0%Sold out
MRP Capital Investments, LLC0$00.00%−25−100.0%Sold out
Talon Private Wealth, LLC0$00.00%−25−100.0%Sold out
Menard Financial Group LLC0$00.00%−18−100.0%Sold out
FWL Investment Management, LLC0$00.00%−15−100.0%Sold out
Orion Capital Management LLC0$00.00%−14−100.0%Sold out
High Note Wealth, LLC0$00.00%−2−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Swedbank AB––––Not filed
Madison Investment Advisors, LLC––––Not filed
Executive Wealth Management, LLC––––Not filed
HTLF Bank––––Not filed
Zions Bancorporation, N.A.––––Not filed
Lakeview Capital Partners, LLC––––Not filed
Vise Technologies, Inc.––––Not filed
Global Retirement Partners, LLC––––Not filed
Avitas Wealth Management LLC––––Not filed
Daner Wealth Management, LLC––––Not filed
Wetherby Asset Management Inc––––Not filed
Access Investment Management LLC––––Not filed
Chapman Financial Group, LLC––––Not filed
Boston Financial Mangement LLC––––Not filed
TrinityPoint Wealth, LLC––––Not filed
Fernwood Investment Management, LLC––––Not filed
Lake Street Advisors Group, LLC––––Not filed
Geller Advisors LLC––––Not filed
Private Portfolio Partners LLC––––Not filed
Kolinsky Wealth Management, LLC––––Not filed
Sugarloaf Wealth Management, LLC––––Not filed
Dechtman Wealth Management, LLC––––Not filed
AlphaMark Advisors, LLC––––Not filed
Gray Wealth Management Inc.––––Not filed
Caxton Associates LP––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
Coordinated Financial Services, Inc.––––Not filed
SignalPoint Asset Management, LLC––––Not filed
Bray Capital Advisors––––Not filed
Hilltop National Bank––––Not filed
RE Dickinson Investment Advisors, LLC––––Not filed
Criterion Capital Advisors, LLC––––Not filed
HBC Financial Services, PLLC––––Not filed
WR Wealth Planners, LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed
Householder Group Estate & Retirement Specialist, LLC––––Not filed
Sanctuary Wealth Management, L.L.C.––––Not filed
Financial Gravity Companies, Inc.––––Not filed
Oliver Lagore Vanvalin Investment Group––––Not filed