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 |
|---|---|---|---|---|---|
| waypoint wealth counsel | 2,951 | $324.5K | 0.20% | +609+26.0% | Added |
| Hancock Whitney Corp | 2,959 | $325.5K | 0.01% | −115−3.7% | Reduced |
| Capital Wealth Planning, LLC | 2,966 | $326.3K | 0.00% | −162−5.2% | Reduced |
| E&G Advisors, LP | 2,969 | $326.6K | 0.09% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,993 | $329.2K | 0.03% | +182+6.5% | Added |
| Gibbs Wealth Management | 2,997 | $329.6K | 0.08% | +849+39.5% | Added |
| Liberty Capital Management, Inc. | 3,000 | $330.0K | 0.07% | −35−1.2% | Reduced |
| Washington Trust Co | 3,004 | $330.4K | 0.01% | −3,172−51.4% | Reduced |
| World Equity Group, Inc. | 2,810 | $331.2K | 0.09% | −2,252−44.5% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 3,022 | $332.4K | 0.32% | +3,022 | New |
| Mason & Associates, LLC | 3,023 | $332.5K | 0.10% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 3,023 | $332.6K | 0.17% | +504+20.0% | Added |
| Heartland Bank & Trust Co | 3,031 | $333.4K | 0.17% | +3,031 | New |
| Dividend Assets Capital, LLC | 3,040 | $334.3K | 0.06% | +14+0.5% | Added |
| Traynor Capital Management, Inc. | 3,047 | $335.1K | 0.03% | +551+22.1% | Added |
| Bingham Private Wealth, LLC | 3,050 | $335.5K | 0.35% | +666+27.9% | Added |
| Dana Investment Advisors, Inc. | 3,054 | $335.9K | 0.01% | +75+2.5% | Added |
| Diamant Asset Management, Inc. | 3,060 | $336.6K | 0.26% | −1,000−24.6% | Reduced |
| MidWestOne Financial Group, Inc. | 3,064 | $337.0K | 0.05% | −115−3.6% | Reduced |
| Eaton-Cambridge Inc. | 3,072 | $337.9K | 0.15% | −166−5.1% | Reduced |
| Pflug Koory, LLC | 3,072 | $337.9K | 0.19% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,089 | $339.7K | 0.10% | +36+1.2% | Added |
| Range Financial Group LLC | 3,091 | $339.9K | 0.15% | −1,347−30.4% | Reduced |
| Somerset Trust Co | 3,092 | $340.1K | 0.12% | +1,022+49.4% | Added |
| Bluefin Capital Management, LLC | 3,100 | $341.0K | 0.27% | +3,100 | New |
| Trust Point Inc. | 3,108 | $341.9K | 0.03% | −2,024−39.4% | Reduced |
| NWF Advisory Services Inc. | 3,112 | $342.2K | 0.05% | −1,025−24.8% | Reduced |
| First Affirmative Financial Network | 3,114 | $342.5K | 0.21% | −230−6.9% | Reduced |
| LGT Group Foundation | 3,121 | $343.3K | 0.00% | +870+38.6% | Added |
| Onyx Bridge Wealth Group LLC | 3,124 | $343.6K | 0.05% | −532−14.6% | Reduced |
| Platform Technology Partners | 3,124 | $343.7K | 0.10% | +554+21.6% | Added |
| Versor Investments LP | 3,125 | $343.7K | 0.06% | +3,125 | New |
| Vista Investment Partners LLC | 3,131 | $344.4K | 0.10% | −141−4.3% | Reduced |
| Vision Financial Markets LLC | 3,134 | $344.6K | 0.38% | +23+0.7% | Added |
| Weatherly Asset Management L. P. | 3,137 | $345.0K | 0.03% | +20+0.6% | Added |
| Freestone Capital Holdings, LLC | 3,139 | $345.3K | 0.01% | −248−7.3% | Reduced |
| Segment Wealth Management, LLC | 3,142 | $345.6K | 0.02% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 3,165 | $348.0K | 0.13% | −16−0.5% | Reduced |
| L2 Asset Management, LLC | 3,164 | $348.0K | 0.07% | +289+10.1% | Added |
| Fortis Capital Advisors, LLC | 3,185 | $350.3K | 0.07% | +104+3.4% | Added |
| Atlas Wealth LLC | 3,186 | $350.4K | 0.14% | +435+15.8% | Added |
| Simmons Bank | 3,194 | $351.3K | 0.03% | −386−10.8% | Reduced |
| JBGlobal.com LLC | 3,216 | $353.7K | 0.37% | +3,216 | New |
| Good Steward Wealth Advisors,LLC | 3,236 | $355.9K | 0.32% | +3,236 | New |
| SevenBridge Financial Group, LLC | 3,532 | $357.4K | 0.07% | −2,530−41.7% | Reduced |
| FRG Family Wealth Advisors LLC | 3,250 | $357.5K | 0.07% | −140−4.1% | Reduced |
| MONECO Advisors, LLC | 3,251 | $357.6K | 0.04% | +3,251 | New |
| Sterling Investment Counsel, LLC | 3,258 | $358.4K | 0.12% | +20+0.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,700 | $359.7K | 0.00% | −900−19.6% | Reduced |
| Kennedy Investment Group | 3,278 | $360.5K | 0.17% | +173+5.6% | Added |
| Claris Financial LLC | 2,871 | $362.0K | 0.24% | 00.0% | Unchanged |
| First Long Island Investors, LLC | 3,293 | $362.2K | 0.03% | −111,526−97.1% | Reduced |
| Montis Financial, LLC | 3,295 | $362.5K | 0.11% | 00.0% | Unchanged |
| Caxton Associates LLP | 3,297 | $362.6K | 0.01% | +3,297 | New |
| Sax Wealth Advisors, LLC | 3,322 | $365.4K | 0.03% | −2,907−46.7% | Reduced |
| Cascade Financial Partners, LLC | 3,326 | $365.8K | 0.05% | +35+1.1% | Added |
| Parkside Financial Bank & Trust | 3,340 | $367.4K | 0.05% | +1,137+51.6% | Added |
| LMG Wealth Partners, LLC | 3,344 | $367.8K | 0.08% | +82+2.5% | Added |
| St. Johns Investment Management Company, LLC | 3,368 | $370.4K | 0.18% | −306−8.3% | Reduced |
| Personal Cfo Solutions, LLC | 3,379 | $371.6K | 0.08% | +431+14.6% | Added |
| Thrive Wealth Management, LLC | 3,386 | $372.4K | 0.07% | +1,056+45.3% | Added |
| MeadowBrook Investment Advisors LLC | 3,394 | $373.3K | 0.35% | +448+15.2% | Added |
| Morey & Quinn Wealth Partners, LLC | 3,397 | $373.6K | 0.31% | −239−6.6% | Reduced |
| West Tower Group, LLC | 3,400 | $374.0K | 0.98% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,401 | $374.1K | 0.09% | −44−1.3% | Reduced |
| LVW Advisors, LLC | 3,411 | $375.2K | 0.05% | −151−4.2% | Reduced |
| Heritage Wealth Advisors | 3,414 | $375.5K | 0.02% | −293−7.9% | Reduced |
| Keel Point, LLC | 3,428 | $377.0K | 0.03% | +530+18.3% | Added |
| Farmers Trust Co | 3,430 | $377.3K | 0.07% | +605+21.4% | Added |
| American National Bank | 3,448 | $379.2K | 0.04% | +48+1.4% | Added |
| CWA Asset Management Group, LLC | 3,467 | $381.3K | 0.02% | +193+5.9% | Added |
| Wedmont Private Capital | 3,930 | $381.5K | 0.02% | +797+25.4% | Added |
| Kentucky Trust Co | 3,473 | $382.0K | 0.23% | −30−0.9% | Reduced |
| Eqis Capital Management, Inc. | 3,484 | $383.2K | 0.03% | −3,084−47.0% | Reduced |
| TBH Global Asset Management, LLC | 3,497 | $384.6K | 0.07% | +1,251+55.7% | Added |
| First County Bank | 3,506 | $385.6K | 0.21% | −391−10.0% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,508 | $385.8K | 0.26% | +3+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 3,516 | $386.8K | 0.03% | −1,219−25.7% | Reduced |
| Journey Advisory Group, LLC | 3,557 | $391.2K | 0.03% | +231+6.9% | Added |
| Schnieders Capital Management LLC | 3,559 | $391.5K | 0.08% | −897−20.1% | Reduced |
| Finward Bancorp | 3,560 | $391.6K | 0.34% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 3,560 | $391.6K | 0.07% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,602 | $395.0K | 0.01% | −1,692−32.0% | Reduced |
| Coordinated Financial Services, Inc. | 3,607 | $396.7K | 0.30% | +3,607 | New |
| Mountain Hill Investment Partners Corp. | 3,621 | $398.3K | 0.39% | +1,600+79.2% | Added |
| First Financial Bank - Trust Division | 3,621 | $398.3K | 0.04% | −1,049−22.5% | Reduced |
| Herold Advisors, Inc. | 3,622 | $398.5K | 0.09% | +908+33.5% | Added |
| Spurstone Advisory Services, LLC | 3,642 | $400.6K | 7.79% | +2,189+150.7% | Added |
| American Alpha Advisors, LLC | 3,645 | $400.9K | 0.36% | +3,645 | New |
| Sar Wealth Management Group, LLC | 3,660 | $402.6K | 0.27% | +3+0.1% | Added |
| Stone Point Wealth LLC | 3,664 | $403.0K | 0.14% | −7,348−66.7% | Reduced |
| Family Legacy, Inc. | 3,669 | $403.5K | 0.14% | −20−0.5% | Reduced |
| Smith, Moore & Co. | 3,670 | $403.7K | 0.04% | −278−7.0% | Reduced |
| Angeles Wealth Management, LLC | 3,701 | $407.1K | 0.03% | −912−19.8% | Reduced |
| Franklin Street Advisors Inc | 3,717 | $409.0K | 0.03% | 00.0% | Unchanged |
| Centerline Wealth Advisors, LLC | 3,728 | $410.1K | 0.24% | +10.0% | Added |
| Clearbridge Investments, LLC | 3,739 | $411.2K | 0.00% | −3,413−47.7% | Reduced |
| Chicago Trust Co NA | 3,748 | $412.2K | 0.07% | −353−8.6% | Reduced |
| Durante & Waters, LLC | 3,758 | $413.3K | 0.35% | +2+0.1% | Added |
| WSFS Capital Management, LLC | 3,765 | $414.1K | 0.02% | −1,245−24.9% | Reduced |