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 |
|---|---|---|---|---|---|
| Rogco, LP | 3,773 | $415.0K | 0.17% | −270−6.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,785 | $416.3K | 0.12% | +200+5.6% | Added |
| Wealth Architects, LLC | 3,788 | $416.7K | 0.05% | +3,788 | New |
| Farringdon Capital, Ltd. | 3,791 | $417.0K | 0.21% | +3,791 | New |
| Alta Advisers Ltd | 3,794 | $417.3K | 0.18% | +1,400+58.5% | Added |
| LMR Partners LLP | 3,800 | $418.0K | 0.01% | +3,800 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 3,806 | $418.6K | 0.48% | +1,900+99.7% | Added |
| Diversify Wealth Management, LLC | 4,331 | $419.0K | 0.03% | −721−14.3% | Reduced |
| S.A. Mason LLC | 3,810 | $419.1K | 0.22% | +19+0.5% | Added |
| Foster Victor Wealth Advisors, LLC | 4,330 | $420.4K | 0.03% | −33−0.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,829 | $421.2K | 0.15% | −354−8.5% | Reduced |
| Wolverine Trading, LLC | 3,846 | $421.8K | 0.01% | −19,796−83.7% | Reduced |
| Conning Inc. | 3,839 | $422.3K | 0.01% | −12−0.3% | Reduced |
| LexAurum Advisors, LLC | 3,851 | $423.5K | 0.08% | +1,104+40.2% | Added |
| Smith, Salley & Associates | 3,860 | $424.6K | 0.03% | −50−1.3% | Reduced |
| FORA Capital, LLC | 3,866 | $425.2K | 0.04% | −1,272−24.8% | Reduced |
| 111 Capital | 3,869 | $425.6K | 0.08% | −3,865−50.0% | Reduced |
| Strategic Investment Solutions, Inc. | 3,890 | $427.9K | 0.12% | −947−19.6% | Reduced |
| Seelaus Asset Management LLC | 3,903 | $429.2K | 0.41% | +4+0.1% | Added |
| White Knight Strategic Wealth Advisors, LLC | 3,942 | $433.6K | 0.40% | −5,552−58.5% | Reduced |
| Greenfield Savings Bank | 3,942 | $433.6K | 0.21% | +70+1.8% | Added |
| Jeppson Wealth Management, LLC | 3,943 | $433.7K | 0.16% | +1,175+42.4% | Added |
| Chicago Partners Investment Group LLC | 4,616 | $433.7K | 0.01% | +144+3.2% | Added |
| Peoples Financial Services Corp. | 3,944 | $433.8K | 0.21% | −310−7.3% | Reduced |
| Shum Financial Group, Inc. | 3,949 | $434.4K | 0.38% | +153+4.0% | Added |
| Krane Funds Advisors LLC | 3,949 | $434.4K | 0.01% | +962+32.2% | Added |
| WealthShield Partners, LLC | 3,951 | $434.5K | 0.06% | +1,277+47.8% | Added |
| Barr E S & Co | 3,958 | $435.3K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,965 | $436.1K | 0.21% | +61+1.6% | Added |
| Advisor Resource Council | 3,970 | $436.6K | 0.04% | +3,970 | New |
| Arjuna Capital | 3,980 | $437.8K | 0.12% | −70−1.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,015 | $438.8K | 0.03% | +806+25.1% | Added |
| Tyche Wealth Partners LLC | 3,995 | $439.4K | 0.10% | −3,252−44.9% | Reduced |
| Eastern Bank | 3,996 | $439.5K | 0.01% | −1,387−25.8% | Reduced |
| JFS Wealth Advisors, LLC | 4,016 | $441.7K | 0.03% | −410−9.3% | Reduced |
| Pettee Investors, Inc. | 4,020 | $442.2K | 0.26% | −250−5.9% | Reduced |
| Alliance Wealth Advisors, LLC | 4,022 | $442.4K | 0.12% | +1,028+34.3% | Added |
| Summit Asset Management, LLC | 4,027 | $442.9K | 0.08% | −45−1.1% | Reduced |
| First Nebraska Trust Co | 4,044 | $444.8K | 0.04% | +180+4.7% | Added |
| Pettyjohn, Wood & White, Inc | 4,058 | $446.3K | 0.09% | −1,134−21.8% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,062 | $446.8K | 0.12% | −19−0.5% | Reduced |
| Lindbrook Capital, LLC | 4,068 | $447.5K | 0.04% | +799+24.4% | Added |
| Thoroughbred Financial Services, LLC | 4,094 | $450.0K | 0.03% | +9+0.2% | Added |
| Ambassador Advisors, LLC | 4,095 | $450.4K | 0.08% | −99−2.4% | Reduced |
| Greenwich Wealth Management LLC | 4,116 | $453.0K | 0.03% | −529−11.4% | Reduced |
| Patriot Investment Management Inc. | 4,120 | $453.2K | 0.03% | −180−4.2% | Reduced |
| Juncture Wealth Strategies, LLC | 4,124 | $453.6K | 0.18% | +101+2.5% | Added |
| Wealthspire Advisors, LLC | 4,129 | $454.1K | 0.00% | −282−6.4% | Reduced |
| Roble, Belko & Company, Inc | 4,146 | $456.0K | 0.07% | +632+18.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,156 | $457.1K | 0.23% | +974+30.6% | Added |
| NCM Capital Management, LLC | 4,166 | $458.2K | 0.21% | −244−5.5% | Reduced |
| Capital Asset Advisory Services LLC | 4,161 | $458.5K | 0.02% | −828−16.6% | Reduced |
| Womack Financial LLC | 4,172 | $458.9K | 0.42% | −64−1.5% | Reduced |
| EverSource Wealth Advisors, LLC | 4,184 | $460.2K | 0.03% | +299+7.7% | Added |
| Revolve Wealth Partners, LLC | 4,187 | $460.5K | 0.07% | −235−5.3% | Reduced |
| ZWJ Investment Counsel Inc | 4,189 | $460.7K | 0.02% | −680−14.0% | Reduced |
| Central Bank & Trust Co | 4,217 | $463.8K | 0.08% | +228+5.7% | Added |
| Patten & Patten Inc | 4,218 | $464.0K | 0.03% | +830+24.5% | Added |
| Flossbach Von Storch AG | 4,225 | $464.7K | 0.00% | +4,225 | New |
| Lazard Asset Management LLC | 4,247 | $466.0K | 0.00% | −1,128−21.0% | Reduced |
| Ipsen Advisor Group LLC | 4,238 | $466.1K | 0.40% | +4,238 | New |
| Syon Capital LLC | 4,240 | $466.4K | 0.04% | −1,076−20.2% | Reduced |
| Bollard Group LLC | 4,266 | $469.0K | 0.01% | +58+1.4% | Added |
| LifeGuide Financial Advisors, LLC | 4,271 | $469.8K | 0.19% | −100−2.3% | Reduced |
| SC&H Financial Advisors, Inc. | 4,273 | $470.0K | 0.09% | −1,000−19.0% | Reduced |
| ABLE Financial Group, LLC | 4,279 | $470.6K | 0.13% | +596+16.2% | Added |
| Waldron Private Wealth LLC | 4,285 | $471.4K | 0.02% | −1,364−24.1% | Reduced |
| Canandaigua National Trust Co of Florida | 4,299 | $472.8K | 0.42% | +4,299 | New |
| Meyer Handelman Co | 4,300 | $473.0K | 0.02% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 4,305 | $473.5K | 0.35% | −350−7.5% | Reduced |
| Collaborative Wealth Managment Inc. | 4,306 | $473.6K | 0.22% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 4,287 | $474.1K | 0.37% | +243+6.0% | Added |
| Easterly Investment Partners LLC | 4,316 | $474.7K | 0.04% | −6,760−61.0% | Reduced |
| Raiffeisen Bank International AG | 4,353 | $477.4K | 0.01% | +1,086+33.2% | Added |
| High Net Worth Advisory Group LLC | 4,363 | $479.9K | 0.14% | −220−4.8% | Reduced |
| Salvus Wealth Management, LLC | 4,363 | $479.9K | 0.30% | +379+9.5% | Added |
| Valmark Advisers, Inc. | 4,383 | $482.1K | 0.01% | −193−4.2% | Reduced |
| Allred Capital Management, LLC | 4,397 | $483.6K | 0.19% | +5+0.1% | Added |
| Claro Advisors LLC | 4,400 | $484.0K | 0.06% | +744+20.4% | Added |
| Wallace Advisory Group, LLC | 3,844 | $484.7K | 0.34% | −207−5.1% | Reduced |
| Northcape Wealth Management, LLC | 4,415 | $485.6K | 0.16% | +208+4.9% | Added |
| Powers Advisory Group, LLC | 4,423 | $486.5K | 0.23% | +292+7.1% | Added |
| Net Worth Advisory Group | 4,425 | $486.7K | 0.15% | −18−0.4% | Reduced |
| Wimmer Associates 1, LLC | 4,881 | $487.2K | 0.26% | −2,665−35.3% | Reduced |
| Accuvest Global Advisors | 4,442 | $489.0K | 0.42% | +4,442 | New |
| Winthrop Advisory Group LLC | 4,448 | $489.2K | 0.06% | −228−4.9% | Reduced |
| Perbak Capital Partners LLP | 4,450 | $489.5K | 0.36% | +4,450 | New |
| RDA Financial Network | 4,452 | $489.6K | 0.15% | +355+8.7% | Added |
| Global Assets Advisory, LLC | 4,884 | $489.8K | 0.09% | +1,855+61.2% | Added |
| WestHill Financial Advisors, Inc. | 4,457 | $490.3K | 0.11% | +20.0% | Added |
| Ci Investments Inc. | 4,471 | $492.0K | 0.00% | −181−3.9% | Reduced |
| CFS Investment Advisory Services, LLC | 4,494 | $494.0K | 0.04% | −61−1.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 4,499 | $494.9K | 0.22% | −194−4.1% | Reduced |
| Moody National Bank Trust Division | 4,501 | $495.1K | 0.05% | −22−0.5% | Reduced |
| Capital Analysts, LLC | 4,511 | $496.0K | 0.02% | −653−12.6% | Reduced |
| Encompass More Asset Management | 4,514 | $496.5K | 0.15% | +2,442+117.9% | Added |
| Simon Quick Advisors, LLC | 4,516 | $496.8K | 0.03% | +450+11.1% | Added |
| Ritholtz Wealth Management | 4,531 | $498.4K | 0.01% | +2,209+95.1% | Added |
| Wealth Alliance Advisory Group, LLC | 4,533 | $498.6K | 0.10% | +328+7.8% | Added |
| Community Bank & Trust, Waco, Texas | 4,538 | $499.0K | 0.12% | −86−1.9% | Reduced |