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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 1,321 | $145.0K | 0.05% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,321 | $145.3K | 0.01% | +62+4.9% | Added |
| First United Bank Trust | 1,325 | $145.7K | 0.05% | −3,080−69.9% | Reduced |
| Bullock Wealth Management Group | 1,351 | $147.6K | 0.08% | +16+1.2% | Added |
| Elgethun Capital Management | 1,384 | $152.2K | 0.03% | +19+1.4% | Added |
| Inlight Wealth Management, LLC | 1,384 | $152.2K | 0.09% | +1,384 | New |
| Murphy & Mullick Capital Management Corp | 1,399 | $153.8K | 0.15% | +134+10.6% | Added |
| Smithfield Trust Co | 1,431 | $157.0K | 0.01% | −399−21.8% | Reduced |
| McIlrath & Eck, LLC | 1,432 | $157.5K | 0.02% | −283−16.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,260 | $158.9K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,454 | $159.9K | 0.01% | +437+43.0% | Added |
| Members Capital Advisors Inc | 1,481 | $162.9K | 0.19% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 1,537 | $169.1K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,562 | $171.8K | 0.03% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,565 | $172.1K | 0.13% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,571 | $172.8K | 0.10% | −47−2.9% | Reduced |
| Golden State Wealth Management, LLC | 1,576 | $173.4K | 0.03% | +599+61.3% | Added |
| Bruce G. Allen Investments, LLC | 1,588 | $174.7K | 0.14% | +575+56.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,606 | $177.0K | 0.00% | −404−20.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,620 | $178.2K | 0.10% | +453+38.8% | Added |
| Nemes Rush Group LLC | 1,624 | $178.7K | 0.02% | −145−8.2% | Reduced |
| Skopos Labs, Inc. | 1,626 | $178.7K | 0.04% | +247+17.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,646 | $181.1K | 0.10% | +88+5.6% | Added |
| Park Place Capital Corp | 1,662 | $182.8K | 0.05% | +626+60.4% | Added |
| Peoples Bank | 1,668 | $183.5K | 0.12% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 1,670 | $183.7K | 0.04% | −6,540−79.7% | Reduced |
| Coastline Trust Co | 1,670 | $183.7K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,688 | $185.7K | 0.01% | −1,569−48.2% | Reduced |
| Pinnacle Bancorp, Inc. | 1,697 | $186.7K | 0.06% | −88−4.9% | Reduced |
| U S Global Investors Inc | 1,701 | $187.1K | 0.02% | +310+22.3% | Added |
| Indiana Trust & Investment Management CO | 1,709 | $188.0K | 0.07% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,734 | $190.7K | 0.08% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,750 | $192.5K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 1,800 | $198.0K | 0.11% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,820 | $200.2K | 0.02% | −58−3.1% | Reduced |
| Roxbury Financial LLC | 1,682 | $200.2K | 0.20% | −32−1.9% | Reduced |
| New Wave Wealth Advisors LLC | 1,826 | $200.8K | 0.09% | +448+32.5% | Added |
| Bank Ozk | 1,827 | $201.0K | 0.08% | −100−5.2% | Reduced |
| FDx Advisors, Inc. | 1,828 | $201.0K | 0.07% | +54+3.0% | Added |
| Atalanta Sosnoff Capital, LLC | 1,828 | $201.1K | 0.00% | −55−2.9% | Reduced |
| Colonial River Wealth Management, LLC | 1,829 | $201.2K | 0.11% | −348−16.0% | Reduced |
| Meriwether Wealth & Planning, LLC | 1,830 | $201.3K | 0.13% | +1,830 | New |
| DiNuzzo Private Wealth, Inc. | 1,831 | $201.4K | 0.03% | +3+0.2% | Added |
| Hoxton Planning & Management, LLC | 1,835 | $201.9K | 0.08% | −76−4.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,836 | $201.9K | 0.06% | −2−0.1% | Reduced |
| Inscription Capital, LLC | 1,360 | $202.1K | 0.03% | +1,360 | New |
| TRUE Private Wealth Advisors | 1,850 | $203.5K | 0.02% | +25+1.4% | Added |
| Real Talk Capital, LLC | 1,855 | $204.0K | 0.27% | −31−1.6% | Reduced |
| Cambiar Investors LLC | 1,856 | $204.1K | 0.01% | −657−26.1% | Reduced |
| Calton & Associates, Inc. | 1,863 | $204.9K | 0.05% | +1,863 | New |
| Root Financial Partners, LLC | 1,869 | $205.6K | 0.02% | +1,869 | New |
| Perennial Investment Advisors, LLC | 1,872 | $205.8K | 0.02% | +1,872 | New |
| Crestmont Private Wealth LLC | 1,872 | $205.9K | 0.09% | −30−1.6% | Reduced |
| Lakewood Asset Management LLC | 1,872 | $205.9K | 0.14% | −4,103−68.7% | Reduced |
| Pacific Sage Partners, LLC | 1,873 | $206.0K | 0.05% | +196+11.7% | Added |
| Leisure Capital Management | 1,876 | $206.3K | 0.08% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,877 | $206.5K | 0.02% | +142+8.2% | Added |
| E Fund Management Co., Ltd. | 1,881 | $206.9K | 0.01% | +71+3.9% | Added |
| Capital Advisors Wealth Management, LLC | 1,881 | $206.9K | 0.04% | −290−13.4% | Reduced |
| Holcombe Financial, Inc. | 1,883 | $207.1K | 0.17% | +1,883 | New |
| Gerber, LLC | 1,885 | $207.3K | 0.17% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 1,889 | $207.7K | 0.05% | +1,889 | New |
| Nautilus Advisors LLC | 1,891 | $208.0K | 0.17% | −80−4.1% | Reduced |
| Rakuten Securities, Inc. | 1,894 | $208.3K | 0.11% | +1,127+146.9% | Added |
| Lodestone Wealth Management LLC | 1,895 | $208.4K | 0.11% | +111+6.2% | Added |
| Northeast Financial Group, Inc. | 1,897 | $208.7K | 0.08% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 1,898 | $208.8K | 0.14% | +1,898 | New |
| Compass Wealth Management LLC | 1,900 | $209.0K | 0.05% | −200−9.5% | Reduced |
| GeoWealth Management, LLC | 1,901 | $209.1K | 0.01% | −1,125−37.2% | Reduced |
| Madden Securities Corp | 1,910 | $210.1K | 0.08% | +1,910 | New |
| Oak Hill Wealth Advisors, LLC | 1,912 | $210.3K | 0.05% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,917 | $210.9K | 0.02% | −836−30.4% | Reduced |
| Trust Co | 1,920 | $211.2K | 0.03% | +220+12.9% | Added |
| GW Henssler & Associates Ltd | 1,924 | $211.6K | 0.01% | −1,117−36.7% | Reduced |
| NovaPoint Capital, LLC | 1,924 | $211.6K | 0.07% | +50+2.7% | Added |
| Williamson Legacy Group, LLC | 1,932 | $212.5K | 0.20% | −16−0.8% | Reduced |
| MBL Wealth, LLC | 1,933 | $212.6K | 0.02% | +1,933 | New |
| Nicolet Bankshares Inc | 1,934 | $212.7K | 0.04% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,935 | $212.8K | 0.06% | +1,935 | New |
| Dudley Capital Management, LLC | 1,937 | $213.1K | 0.11% | −18−0.9% | Reduced |
| Onefund, LLC | 1,938 | $213.2K | 0.22% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 1,943 | $213.7K | 0.05% | −1−0.1% | Reduced |
| Sentry Investment Management LLC | 2,236 | $214.0K | 0.15% | −822−26.9% | Reduced |
| PFS Partners, LLC | 1,947 | $214.2K | 0.11% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,948 | $214.3K | 0.02% | +178+10.1% | Added |
| Texas Capital Bancshares Inc | 1,949 | $214.4K | 0.09% | −7−0.4% | Reduced |
| St Germain D J Co Inc | 1,953 | $214.8K | 0.01% | −552−22.0% | Reduced |
| Aries Wealth Management | 1,956 | $215.1K | 0.06% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,957 | $215.3K | 0.02% | −581−22.9% | Reduced |
| Severin Investments, LLC | 1,958 | $215.3K | 0.22% | +139+7.6% | Added |
| Williams Jones Wealth Management, LLC. | 1,960 | $215.6K | 0.00% | −114−5.5% | Reduced |
| Diversified Enterprises, LLC | 1,968 | $216.4K | 0.02% | +1,968 | New |
| Winebrenner Capital Management LLC | 1,969 | $216.6K | 0.20% | −65−3.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,971 | $216.8K | 0.08% | +390+24.7% | Added |
| Ridgecrest Wealth Partners, LLC | 1,980 | $217.8K | 0.11% | +1,980 | New |
| Green Harvest Asset Management LLC | 1,985 | $218.3K | 0.01% | −360−15.4% | Reduced |
| Certified Advisory Corp | 1,991 | $219.0K | 0.02% | +15+0.8% | Added |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $219.4K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,996 | $219.5K | 0.02% | +1,996 | New |
| Harbor Advisors LLC | 2,000 | $220.0K | 0.04% | 00.0% | Unchanged |