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 |
|---|---|---|---|---|---|
| Lane & Associates LLC | 2,449 | $269.3K | 0.15% | +157+6.8% | Added |
| LCNB Corp | 2,455 | $270.0K | 0.10% | −65−2.6% | Reduced |
| Cornerstone Wealth Group, LLC | 2,460 | $270.6K | 0.02% | −249−9.2% | Reduced |
| Fortis Group Advisors, LLC | 2,461 | $270.7K | 0.05% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2,795 | $271.3K | 0.29% | +2,795 | New |
| 3Chopt Investment Partners, LLC | 2,483 | $273.1K | 0.07% | +2,483 | New |
| RIA Advisory Group LLC | 2,488 | $273.6K | 0.09% | +34+1.4% | Added |
| Catalyst Financial Partners LLC | 2,492 | $274.1K | 0.05% | −279−10.1% | Reduced |
| McGuire Investment Group, LLC | 2,494 | $274.3K | 0.04% | −60−2.3% | Reduced |
| ISAM Funds (UK) Ltd | 2,495 | $274.4K | 0.14% | −1,299−34.2% | Reduced |
| Corps Capital Advisors, LLC | 2,500 | $275.0K | 0.29% | 00.0% | Unchanged |
| Curat Global, LLC | 2,500 | $275.0K | 0.34% | +2,500 | New |
| EntryPoint Capital, LLC | 2,505 | $275.5K | 0.13% | −3,792−60.2% | Reduced |
| Austin Asset Management Co Inc | 2,505 | $275.5K | 0.06% | 00.0% | Unchanged |
| First PREMIER Bank | 2,518 | $276.0K | 0.07% | +465+22.6% | Added |
| Ti-Trust, Inc | 2,515 | $276.6K | 0.18% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,518 | $277.0K | 0.03% | +178+7.6% | Added |
| Pacitti Group Inc. | 2,522 | $277.4K | 0.13% | −128−4.8% | Reduced |
| Colonial Trust Advisors | 2,524 | $277.6K | 0.02% | −28−1.1% | Reduced |
| Johnson & White Wealth Management, LLC | 2,524 | $278.0K | 0.16% | +399+18.8% | Added |
| Sterling Capital Management LLC | 2,539 | $279.3K | 0.00% | −313−11.0% | Reduced |
| Sharp Financial Services, LLC | 2,542 | $279.6K | 0.21% | −473−15.7% | Reduced |
| Old Mission Investment Co LLC | 2,546 | $280.0K | 0.08% | +11+0.4% | Added |
| Spirit of America Management Corp | 2,550 | $280.5K | 0.06% | 00.0% | Unchanged |
| DAGCO, Inc. | 2,559 | $281.5K | 0.09% | −361−12.4% | Reduced |
| Lifeworks Advisors, LLC | 2,563 | $281.9K | 0.05% | +17+0.7% | Added |
| Wynn Capital, LLC | 2,564 | $282.1K | 0.17% | +240+10.3% | Added |
| HHM Wealth Advisors, LLC | 2,576 | $283.3K | 0.04% | +2+0.1% | Added |
| Novem Group | 2,581 | $283.8K | 0.04% | +2,581 | New |
| Wrapmanager Inc | 2,583 | $284.1K | 0.07% | −114−4.2% | Reduced |
| Ellevest, Inc. | 2,589 | $284.7K | 0.02% | +2,589 | New |
| Peavine Capital, LLC | 2,600 | $286.0K | 0.07% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 2,611 | $286.3K | 0.30% | −61−2.3% | Reduced |
| Kiker Wealth Management, LLC | 2,615 | $287.6K | 0.20% | −210−7.4% | Reduced |
| Royal Capital Wealth Management, LLC | 2,620 | $288.2K | 0.20% | +7+0.3% | Added |
| Traphagen Investment Advisors LLC | 2,624 | $288.7K | 0.03% | +536+25.7% | Added |
| Viawealth, LLC | 2,626 | $288.8K | 0.18% | −550−17.3% | Reduced |
| HCR Wealth Advisors | 2,627 | $288.9K | 0.04% | −2−0.1% | Reduced |
| Fortitude Family Office, LLC | 2,643 | $290.7K | 0.10% | −450−14.5% | Reduced |
| Trustco Bank Corp N Y | 2,643 | $290.7K | 0.32% | −112−4.1% | Reduced |
| Childress Capital Advisors, LLC | 2,650 | $291.5K | 0.08% | −888−25.1% | Reduced |
| PCG Asset Management, LLC | 2,652 | $291.7K | 0.27% | −380−12.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,652 | $291.7K | 0.02% | 00.0% | Unchanged |
| Suncoast Equity Management | 2,652 | $291.7K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,655 | $292.0K | 0.02% | −1,845−41.0% | Reduced |
| JBR Co Financial Management Inc | 2,658 | $292.4K | 0.17% | +2,658 | New |
| Liberty Wealth Management LLC | 2,661 | $292.6K | 0.06% | −469−15.0% | Reduced |
| Silverlake Wealth Management LLC | 2,667 | $293.3K | 0.11% | +11+0.4% | Added |
| Breakwater Capital Group | 2,676 | $294.3K | 0.05% | +296+12.4% | Added |
| RD Lewis Holdings, Inc. | 3,057 | $294.7K | 0.33% | −251−7.6% | Reduced |
| CHB Investment Group, LLC | 2,680 | $295.0K | 0.16% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 2,687 | $295.5K | 0.12% | +1,100+69.3% | Added |
| Thomasville National Bank | 2,699 | $296.9K | 0.02% | −74−2.7% | Reduced |
| MBB Public Markets I LLC | 2,700 | $297.0K | 0.03% | +2,700 | New |
| Quarry LP | 2,719 | $299.1K | 0.08% | +2,201+424.9% | Added |
| Cannon Financial Strategists, Inc. | 2,719 | $299.1K | 0.05% | 00.0% | Unchanged |
| Core Alternative Capital | 2,724 | $299.6K | 0.07% | −82−2.9% | Reduced |
| Bank of Jackson Hole Trust | 2,526 | $300.7K | 0.19% | +125+5.2% | Added |
| Jacksonville Wealth Management, LLC | 2,734 | $300.7K | 0.30% | −158−5.5% | Reduced |
| Southland Equity Partners LLC | 2,735 | $300.9K | 0.07% | +47+1.7% | Added |
| Birch Financial Group, LLC | 2,743 | $301.7K | 0.27% | +2,743 | New |
| ORG Wealth Partners, LLC | 2,752 | $301.9K | 0.09% | +2,752 | New |
| Clarius Group, LLC | 2,748 | $302.3K | 0.02% | +165+6.4% | Added |
| Heartwood Wealth Advisors LLC | 2,750 | $302.5K | 0.03% | −145−5.0% | Reduced |
| Mechanics Financial Corp | 2,752 | $302.7K | 0.14% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,753 | $302.8K | 0.01% | +354+14.8% | Added |
| Marble Harbor Investment Counsel, LLC | 2,755 | $303.0K | 0.03% | −100−3.5% | Reduced |
| Palumbo Wealth Management LLC | 2,759 | $303.4K | 0.10% | −47−1.7% | Reduced |
| Bridges Investment Management Inc | 2,770 | $304.7K | 0.00% | −557−16.7% | Reduced |
| Harbour Capital Advisors, LLC | 3,047 | $305.1K | 0.08% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 2,779 | $305.7K | 0.04% | −114−3.9% | Reduced |
| BIP Wealth, LLC | 2,784 | $306.2K | 0.02% | −116−4.0% | Reduced |
| Aegis Wealth Management LLC | 2,786 | $306.4K | 0.18% | −2−0.1% | Reduced |
| Golden State Equity Partners | 2,796 | $307.6K | 0.06% | +2+0.1% | Added |
| Clear Street Markets LLC | 2,800 | $308.0K | 0.21% | +2,800 | New |
| Country Trust Bank | 2,801 | $308.1K | 0.01% | +179+6.8% | Added |
| 1776 Wealth LLC | 2,803 | $308.3K | 0.14% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,809 | $309.0K | 0.04% | +95+3.5% | Added |
| Burns Matteson Capital Management, LLC | 2,812 | $309.3K | 0.17% | +213+8.2% | Added |
| Vance Wealth, Inc. | 2,815 | $309.6K | 0.12% | −178−5.9% | Reduced |
| IFG Advisors, LLC | 2,816 | $309.7K | 0.06% | +7+0.2% | Added |
| MKT Advisors LLC | 3,243 | $309.9K | 0.15% | +32+1.0% | Added |
| Granite Investment Partners, LLC | 2,822 | $310.4K | 0.02% | −500−15.1% | Reduced |
| Fiduciary Alliance LLC | 2,828 | $311.0K | 0.03% | +248+9.6% | Added |
| VELA Investment Management, LLC | 2,841 | $312.5K | 0.11% | +2,841 | New |
| Choice Wealth Advisors, LLC | 2,844 | $312.8K | 0.16% | +27+1.0% | Added |
| Capital Advantage, Inc. | 2,485 | $313.3K | 0.06% | 00.0% | Unchanged |
| Vista Investment Management | 2,861 | $314.7K | 0.12% | −79−2.7% | Reduced |
| Accurate Wealth Management, LLC | 3,243 | $314.8K | 0.06% | −745−18.7% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 2,870 | $315.7K | 0.17% | −2,210−43.5% | Reduced |
| Continuum Advisory, LLC | 2,875 | $316.2K | 0.04% | −18−0.6% | Reduced |
| Ellis Investment Partners, LLC | 2,877 | $316.5K | 0.07% | −40−1.4% | Reduced |
| FLC Capital Advisors | 2,882 | $317.0K | 0.07% | +310+12.1% | Added |
| WealthTrak Capital Management LLC | 2,885 | $317.3K | 0.27% | −3−0.1% | Reduced |
| Sentinus, LLC | 2,909 | $319.9K | 0.09% | −1,083−27.1% | Reduced |
| Generation Capital Management LLC | 2,909 | $320.0K | 0.29% | 00.0% | Unchanged |
| CogentBlue Wealth Advisors, LLC | 2,909 | $320.0K | 0.28% | +326+12.6% | Added |
| Shell Asset Management Co | 2,919 | $321.0K | 0.02% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 2,919 | $321.1K | 0.15% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,932 | $322.4K | 0.22% | +113+4.0% | Added |