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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 399 | $43.8K | 0.00% | −42−9.5% | Reduced |
| Ramirez Asset Management, Inc. | 400 | $44.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 404 | $44.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 410 | $45.1K | 0.02% | +127+44.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 413 | $45.4K | 0.01% | +5+1.2% | Added |
| Newbridge Financial Services Group, Inc. | 421 | $46.3K | 0.01% | −190−31.1% | Reduced |
| Pacific Center for Financial Services | 425 | $46.7K | 0.01% | −3−0.7% | Reduced |
| New England Capital Financial Advisors LLC | 427 | $46.9K | 0.02% | +402+1,608.0% | Added |
| Canton Hathaway, LLC | 425 | $47.0K | 0.01% | −105−19.8% | Reduced |
| Insight Inv LLC | 20,203 | $47.1K | 0.03% | +20,203 | New |
| Opal Wealth Advisors, LLC | 432 | $47.5K | 0.01% | +432 | New |
| Old Second National Bank of Aurora | 438 | $48.2K | 0.01% | −31−6.6% | Reduced |
| SWAN Capital LLC | 439 | $48.3K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 440 | $48.4K | 0.02% | +1+0.2% | Added |
| AlphaCore Capital LLC | 443 | $48.7K | 0.00% | +443 | New |
| Beaird Harris Wealth Management, LLC | 445 | $48.9K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 450 | $49.0K | 0.00% | +450 | New |
| CNB Bank | 462 | $50.8K | 0.03% | −58−11.2% | Reduced |
| TruNorth Capital Management, LLC | 462 | $50.8K | 0.01% | +177+62.1% | Added |
| Wayfinding Financial, LLC | 465 | $51.0K | 0.02% | +465 | New |
| Field & Main Bank | 465 | $51.1K | 0.02% | −595−56.1% | Reduced |
| Fairscale Capital, LLC | 466 | $51.3K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 469 | $51.5K | 0.01% | −89−15.9% | Reduced |
| IMA Wealth, Inc. | 497 | $54.7K | 0.01% | +497 | New |
| Christopher J. Hasenberg, Inc | 503 | $55.0K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 500 | $55.0K | 0.00% | −20−3.8% | Reduced |
| Advantage Trust Co | 500 | $55.0K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 451 | $56.0K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 518 | $57.0K | 0.03% | −63−10.8% | Reduced |
| ORG Partners LLC | 529 | $57.8K | 0.01% | −2,864−84.4% | Reduced |
| JNBA Financial Advisors | 538 | $59.2K | 0.01% | +84+18.5% | Added |
| TFC Financial Management | 539 | $59.3K | 0.01% | −4−0.7% | Reduced |
| Evelyn Partners Asset Management Ltd | 547 | $60.2K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 547 | $60.2K | 0.01% | +186+51.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 550 | $60.5K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 558 | $61.4K | 0.01% | +545+4,192.3% | Added |
| Salem Investment Counselors Inc | 562 | $61.8K | 0.00% | +93+19.8% | Added |
| True Wealth Design, LLC | 577 | $63.4K | 0.02% | +523+968.5% | Added |
| Financial Network Wealth Advisors LLC | 585 | $64.4K | 0.08% | +336+134.9% | Added |
| First Pacific Financial | 586 | $64.4K | 0.01% | +1+0.2% | Added |
| Missouri Trust & Investment Co | 595 | $65.4K | 0.02% | −690−53.7% | Reduced |
| Medallion Wealth Advisors, LLC | 604 | $66.0K | 0.03% | +19+3.2% | Added |
| Generali Investments, Management Co LLC | 634 | $69.7K | 0.02% | +429+209.3% | Added |
| Wood Tarver Financial Group, LLC | 635 | $69.8K | 0.02% | 00.0% | Unchanged |
| North Capital, Inc. | 638 | $70.2K | 0.07% | +638 | New |
| Redwood Park Advisors LLC | 650 | $71.5K | 0.06% | −4−0.6% | Reduced |
| Cromwell Holdings LLC | 654 | $71.9K | 0.05% | −1,346−67.3% | Reduced |
| Beacon Capital Management, LLC | 712 | $78.3K | 0.01% | −494−41.0% | Reduced |
| Global Trust Asset Management, LLC | 720 | $79.2K | 0.05% | −1,728−70.6% | Reduced |
| Toth Financial Advisory Corp | 726 | $79.9K | 0.01% | +40+5.8% | Added |
| MCF Advisors LLC | 727 | $79.9K | 0.01% | −279−27.7% | Reduced |
| Global Financial Private Client, LLC | 729 | $80.2K | 0.03% | +34+4.9% | Added |
| Chesapeake Asset Management LLC | 749 | $82.4K | 0.08% | −631−45.7% | Reduced |
| Union Savings Bank | 754 | $82.9K | 0.04% | +27+3.7% | Added |
| Semmax Financial Advisors Inc. | 868 | $83.3K | 0.02% | −23,059−96.4% | Reduced |
| Webster Bank, N. A. | 762 | $83.8K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 800 | $88.0K | 0.01% | −67−7.7% | Reduced |
| American Capital Advisory, LLC | 806 | $88.7K | 0.05% | +32+4.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 820 | $90.2K | 0.03% | +150+22.4% | Added |
| LRI Investments, LLC | 834 | $91.7K | 0.01% | +189+29.3% | Added |
| Westside Investment Management, Inc. | 836 | $92.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 672 | $92.0K | 0.06% | −81−10.8% | Reduced |
| Asset Dedication, LLC | 840 | $92.4K | 0.01% | −100−10.6% | Reduced |
| General Partner, Inc. | 842 | $92.6K | 0.06% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 844 | $92.8K | 0.06% | −32−3.7% | Reduced |
| Binnacle Investments Inc | 848 | $93.3K | 0.07% | +848 | New |
| Bellwether Advisors, LLC | 850 | $93.5K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 882 | $97.0K | 0.02% | −3,310−79.0% | Reduced |
| Rosenberg Matthew Hamilton | 883 | $97.1K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 900 | $99.0K | 0.08% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 917 | $100.9K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 920 | $101.2K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 924 | $101.6K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 949 | $104.4K | 0.01% | +19+2.0% | Added |
| Covestor Ltd | 976 | $107.0K | 0.07% | +97+11.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,000 | $110.0K | 0.01% | −200−16.7% | Reduced |
| Aviso Financial Inc. | 1,020 | $112.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,038 | $114.2K | 0.02% | −436−29.6% | Reduced |
| Bellevue Asset Management, LLC | 1,054 | $116.0K | 0.06% | +3+0.3% | Added |
| Capula Management Ltd | 1,057 | $116.3K | 0.00% | +1,057 | New |
| Hazlett, Burt & Watson, Inc. | 1,083 | $119.0K | 0.05% | −139−11.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,088 | $120.0K | 0.02% | −58−5.1% | Reduced |
| Rise Advisors, LLC | 1,136 | $125.0K | 0.06% | +34+3.1% | Added |
| BankPlus Trust Department | 1,138 | $125.2K | 0.04% | −5,402−82.6% | Reduced |
| IAG Wealth Partners, LLC | 1,140 | $125.4K | 0.02% | +500+78.1% | Added |
| DT Investment Partners, LLC | 1,152 | $126.7K | 0.01% | 00.0% | Unchanged |
| Tamar Securities, LLC | 1,152 | $126.8K | 0.02% | −124,820−99.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,158 | $127.4K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,160 | $128.0K | 0.00% | −894−43.5% | Reduced |
| Centricity Wealth Management, LLC | 1,180 | $129.8K | 0.12% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,200 | $131.9K | 0.10% | +11+0.9% | Added |
| AdvisorNet Financial, Inc | 1,229 | $135.2K | 0.01% | −510−29.3% | Reduced |
| Ameriflex Group, Inc. | 1,248 | $137.3K | 0.06% | −117−8.6% | Reduced |
| South Plains Financial, Inc. | 1,250 | $137.5K | 0.11% | −175−12.3% | Reduced |
| Atlantic Trust, LLC | 1,256 | $138.2K | 0.03% | +40+3.3% | Added |
| Addison Advisors LLC | 1,259 | $138.5K | 0.04% | +868+222.0% | Added |
| Crews Bank & Trust | 1,263 | $138.9K | 0.02% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,280 | $140.8K | 0.04% | +18+1.4% | Added |
| Lavaca Capital LLC | 1,294 | $142.4K | 0.06% | +15+1.2% | Added |
| Vestor Capital, LLC | 1,299 | $143.0K | 0.01% | −276−17.5% | Reduced |