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 |
|---|---|---|---|---|---|
| Silver Lake Advisory, LLC | 2,000 | $220.0K | 0.10% | +2,000 | New |
| GenTrust, LLC | 2,002 | $220.2K | 0.01% | −74−3.6% | Reduced |
| Sachetta, LLC | 2,009 | $221.0K | 0.09% | −118−5.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,008 | $221.0K | 0.00% | −251−11.1% | Reduced |
| US Asset Management LLC | 2,008 | $221.0K | 0.21% | −15−0.7% | Reduced |
| Accredited Wealth Management, LLC | 2,010 | $221.1K | 0.19% | +242+13.7% | Added |
| Yarger Wealth Strategies, LLC | 2,013 | $221.4K | 0.13% | −863−30.0% | Reduced |
| Howe & Rusling Inc | 2,014 | $221.5K | 0.02% | −538−21.1% | Reduced |
| Clifford Group, LLC | 2,018 | $222.0K | 0.21% | +2,018 | New |
| Ledyard National Bank | 2,020 | $222.2K | 0.02% | −561−21.7% | Reduced |
| Atlas Legacy Advisors, LLC | 2,025 | $222.7K | 0.06% | −65−3.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,032 | $223.5K | 0.03% | +10+0.5% | Added |
| BLB&B Advisors, LLC | 2,035 | $223.8K | 0.01% | +3+0.1% | Added |
| Bank & Trust Co | 2,038 | $224.2K | 0.18% | 00.0% | Unchanged |
| Exchange Bank | 2,039 | $224.3K | 0.18% | +30+1.5% | Added |
| Walter & Keenan Financial Consulting Co | 2,042 | $224.6K | 0.07% | +169+9.0% | Added |
| Detalus Advisors, LLC | 2,044 | $224.8K | 0.07% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 2,045 | $225.0K | 0.05% | −25−1.2% | Reduced |
| Cowa, LLC | 2,047 | $225.2K | 0.10% | +2,047 | New |
| IMS Capital Management | 2,065 | $227.1K | 0.11% | +111+5.7% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 2,068 | $227.5K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,069 | $227.6K | 0.04% | −189−8.4% | Reduced |
| Westhampton Capital, LLC | 2,070 | $227.7K | 0.12% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 2,078 | $228.6K | 0.09% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 2,079 | $228.7K | 0.04% | −215−9.4% | Reduced |
| Creative Financial Designs Inc | 2,085 | $229.3K | 0.02% | +224+12.0% | Added |
| Altus Wealth Group LLC | 2,091 | $230.0K | 0.11% | +69+3.4% | Added |
| Acorns Advisers, LLC | 2,087 | $230.0K | 0.00% | +458+28.1% | Added |
| Sunpointe, LLC | 2,091 | $230.0K | 0.12% | +41+2.0% | Added |
| Howard Financial Services, Ltd. | 2,092 | $230.1K | 0.03% | −277−11.7% | Reduced |
| Massachusetts Wealth Management | 2,095 | $230.4K | 0.16% | −225−9.7% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 2,099 | $230.9K | 0.03% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 2,527 | $232.3K | 0.11% | −334−11.7% | Reduced |
| SFMG, LLC | 2,118 | $233.0K | 0.02% | −4−0.2% | Reduced |
| Evexia Wealth LLC | 2,341 | $233.3K | 0.08% | −10−0.4% | Reduced |
| Haven Capital Group, Inc. | 2,127 | $234.0K | 0.26% | 00.0% | Unchanged |
| Busey Wealth Management | 2,130 | $234.3K | 0.01% | +90+4.4% | Added |
| Meadow Creek Wealth Advisors LLC | 2,134 | $234.7K | 0.18% | +209+10.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,149 | $236.3K | 0.08% | +9+0.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,161 | $237.7K | 0.10% | +560+35.0% | Added |
| New Hampshire Trust | 2,172 | $238.9K | 0.05% | +447+25.9% | Added |
| Richards, Merrill & Peterson, Inc. | 2,174 | $239.1K | 0.12% | −12−0.5% | Reduced |
| Chancellor Financial Group WB LP | 2,180 | $239.8K | 0.20% | −200−8.4% | Reduced |
| SBI Securities Co., Ltd. | 2,181 | $239.9K | 0.01% | +774+55.0% | Added |
| Cape Investment Advisory, Inc. | 2,192 | $241.1K | 0.10% | −693−24.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,193 | $241.2K | 0.19% | +2,193 | New |
| ZEGA Investments, LLC | 2,195 | $241.4K | 0.07% | +52+2.4% | Added |
| Sym Financial Corp | 2,200 | $242.0K | 0.03% | +2,200 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,213 | $243.4K | 0.04% | +4+0.2% | Added |
| Guardian Partners Inc. | 2,510 | $244.0K | 0.03% | −170−6.3% | Reduced |
| CV Advisors LLC | 2,225 | $244.7K | 0.09% | +2,225 | New |
| PSI Advisors, LLC | 2,227 | $244.9K | 0.08% | +771+53.0% | Added |
| Diversify Advisory Services, LLC | 2,534 | $245.1K | 0.02% | −5,052−66.6% | Reduced |
| Grove Bank & Trust | 2,239 | $246.3K | 0.03% | −90−3.9% | Reduced |
| Leo Wealth, LLC | 2,245 | $246.9K | 0.04% | −2,750−55.1% | Reduced |
| Oakland Financial Corp | 2,250 | $247.5K | 3.66% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,263 | $248.9K | 0.02% | 00.0% | Unchanged |
| S&CO Inc | 2,270 | $249.0K | 0.02% | −1,000−30.6% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,267 | $249.3K | 0.10% | +206+10.0% | Added |
| Hickory Point Bank & Trust | 2,286 | $251.4K | 0.22% | −24−1.0% | Reduced |
| Verus Capital Partners, LLC | 2,293 | $252.2K | 0.03% | −602−20.8% | Reduced |
| Capital Performance Advisors LLP | 2,295 | $252.4K | 0.06% | +2,295 | New |
| Alliance Wealth Advisors, LLC | 2,295 | $252.4K | 0.15% | −264−10.3% | Reduced |
| Optas, LLC | 2,297 | $252.6K | 0.04% | +99+4.5% | Added |
| Options Solutions, LLC | 2,300 | $253.0K | 0.12% | +290+14.4% | Added |
| Cove Private Wealth, LLC | 2,300 | $253.0K | 0.13% | +2,300 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,303 | $253.3K | 0.14% | −200−8.0% | Reduced |
| Copperwynd Financial, LLC | 2,305 | $253.6K | 0.07% | +245+11.9% | Added |
| Finley Financial, LLC | 2,626 | $254.0K | 0.14% | 00.0% | Unchanged |
| 360 Financial, Inc. | 2,311 | $254.2K | 0.09% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,314 | $254.5K | 0.04% | +36+1.6% | Added |
| Sollinda Capital Management LLC | 2,315 | $254.6K | 0.07% | −40−1.7% | Reduced |
| Pittenger & Anderson Inc | 2,317 | $254.8K | 0.01% | −1,000−30.1% | Reduced |
| Guardian Investment Management | 2,300 | $255.3K | 0.22% | −1,500−39.5% | Reduced |
| Sweeney & Michel, LLC | 2,778 | $255.4K | 0.11% | +2,778 | New |
| David Loasby | 2,647 | $255.6K | 0.03% | −775−22.6% | Reduced |
| Adirondack Trust Co | 2,328 | $256.0K | 0.10% | −305−11.6% | Reduced |
| Davidson Trust Co | 2,342 | $257.6K | 0.12% | +37+1.6% | Added |
| Premier Path Wealth Partners, LLC | 2,349 | $258.3K | 0.04% | −306−11.5% | Reduced |
| Atlas Brown,Inc. | 2,350 | $258.5K | 0.09% | −12−0.5% | Reduced |
| Douglas Lane & Associates, LLC | 2,353 | $258.8K | 0.00% | −349−12.9% | Reduced |
| Graypoint LLC | 2,358 | $259.3K | 0.02% | −1,015−30.1% | Reduced |
| Delta Financial Advisors LLC | 2,377 | $261.5K | 0.10% | −171−6.7% | Reduced |
| Fidelis Capital Partners, LLC | 2,676 | $262.0K | 0.03% | −852−24.1% | Reduced |
| Ransom Advisory, Ltd | 2,387 | $262.5K | 0.13% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,391 | $263.1K | 0.07% | −18−0.7% | Reduced |
| Joule Financial, LLC | 2,409 | $265.0K | 0.09% | −208−7.9% | Reduced |
| Financial Engines Advisors L.L.C. | 2,407 | $265.0K | 0.00% | −258−9.7% | Reduced |
| Morris Retirement Advisors, LLC | 2,413 | $265.4K | 0.14% | −972−28.7% | Reduced |
| Synergy Financial Group, LTD | 2,415 | $265.6K | 0.24% | +2,415 | New |
| Plancorp, LLC | 2,418 | $266.0K | 0.01% | +31+1.3% | Added |
| CVA Family Office, LLC | 2,424 | $266.6K | 0.04% | −179−6.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,425 | $266.7K | 0.07% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,426 | $266.8K | 0.10% | +288+13.5% | Added |
| CoreFirst Bank & Trust | 2,428 | $267.1K | 0.17% | −64−2.6% | Reduced |
| Sheets Smith Wealth Management | 2,430 | $267.3K | 0.03% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,435 | $267.8K | 0.02% | −30−1.2% | Reduced |
| Tandem Investment Advisors, Inc. | 2,442 | $269.0K | 0.01% | +829+51.4% | Added |
| Center for Financial Planning, Inc. | 2,446 | $269.0K | 0.03% | −91−3.6% | Reduced |
| HBW Advisory Services LLC | 2,448 | $269.3K | 0.04% | +584+31.3% | Added |