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 |
|---|---|---|---|---|---|
| Archford Capital Strategies, LLC | 4,547 | $500.1K | 0.07% | −657−12.6% | Reduced |
| Hutner Capital Management Inc | 4,552 | $500.6K | 0.21% | −699−13.3% | Reduced |
| apricus wealth, LLC | 4,554 | $500.9K | 0.30% | −57−1.2% | Reduced |
| Flagship Harbor Advisors, LLC | 4,566 | $502.2K | 0.03% | +1,730+61.0% | Added |
| Tradewinds, LLC. | 4,584 | $504.2K | 0.14% | +11+0.2% | Added |
| Cohen Capital Management, Inc. | 4,585 | $504.3K | 0.09% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 4,010 | $505.7K | 0.41% | +4,010 | New |
| City State Bank | 4,612 | $507.3K | 0.17% | −36−0.8% | Reduced |
| Sittner & Nelson, LLC | 4,620 | $508.1K | 0.22% | +488+11.8% | Added |
| Archer Investment Corp | 4,624 | $508.6K | 0.13% | +1,163+33.6% | Added |
| Deseret Mutual Benefit Administrators | 4,634 | $509.7K | 0.25% | +262+6.0% | Added |
| Blackston Financial Advisory Group, LLC | 4,635 | $509.8K | 0.35% | −249−5.1% | Reduced |
| Solitude Financial Services | 4,650 | $511.5K | 0.20% | −150−3.1% | Reduced |
| Annex Advisory Services, LLC | 4,651 | $511.6K | 0.01% | +66+1.4% | Added |
| Northstar Group, Inc. | 4,654 | $511.9K | 0.08% | −163−3.4% | Reduced |
| MQS Management LLC | 4,656 | $512.1K | 0.29% | +4,656 | New |
| Focus Financial Network, Inc. | 4,673 | $513.9K | 0.02% | −58−1.2% | Reduced |
| Brown Miller Wealth Management, LLC | 4,687 | $515.5K | 0.18% | −6,401−57.7% | Reduced |
| Versant Capital Management, Inc | 4,693 | $516.2K | 0.09% | +1,110+31.0% | Added |
| Quadcap Wealth Management, LLC | 4,710 | $518.0K | 0.08% | +30+0.6% | Added |
| Brady Martz Wealth Solutions, LLC | 4,718 | $518.9K | 0.12% | −107−2.2% | Reduced |
| Silver Coast Investments LLC | 4,722 | $519.4K | 0.20% | +295+6.7% | Added |
| Parvin Asset Management, LLC | 4,726 | $519.8K | 0.58% | +706+17.6% | Added |
| United Bank | 4,732 | $520.5K | 0.07% | −78,646−94.3% | Reduced |
| N.E.W. Advisory Services LLC | 4,744 | $521.8K | 0.04% | +405+9.3% | Added |
| RFG - Bristol Wealth Advisors, LLC | 4,759 | $523.4K | 0.18% | −2,493−34.4% | Reduced |
| Invesco, LLC | 4,771 | $524.8K | 0.22% | −2,437−33.8% | Reduced |
| VisionPoint Advisory Group, LLC | 4,780 | $525.8K | 0.18% | +737+18.2% | Added |
| Advisors Management Group Inc | 4,793 | $527.0K | 0.11% | +20.0% | Added |
| CMT Capital Markets Trading GmbH | 4,800 | $528.0K | 0.22% | −6,923−59.1% | Reduced |
| VeraBank, N.A. | 4,814 | $529.5K | 0.15% | −99−2.0% | Reduced |
| Ingalls & Snyder LLC | 4,821 | $530.0K | 0.02% | −50−1.0% | Reduced |
| Transcend Wealth Collective, LLC | 4,832 | $531.4K | 0.04% | +648+15.5% | Added |
| Sherbrooke Park Advisers LLC | 4,841 | $532.5K | 0.25% | +4,841 | New |
| McAdam, LLC | 4,842 | $532.6K | 0.03% | −290−5.7% | Reduced |
| First Horizon Advisors, Inc. | 4,841 | $532.7K | 0.02% | −97−2.0% | Reduced |
| Elevated Capital Advisors, LLC | 4,843 | $532.7K | 0.15% | −12−0.2% | Reduced |
| Occudo Quantitative Strategies LP | 4,862 | $533.2K | 0.07% | −42,217−89.7% | Reduced |
| Narwhal Capital Management | 4,848 | $533.2K | 0.05% | +4,848 | New |
| Coign Capital Advisors LLC | 4,868 | $535.4K | 0.41% | +248+5.4% | Added |
| Kovack Advisors, Inc. | 4,890 | $537.8K | 0.06% | −107−2.1% | Reduced |
| Reuter James Wealth Management, LLC | 4,911 | $540.2K | 0.09% | −64−1.3% | Reduced |
| Leavell Investment Management, Inc. | 4,915 | $540.6K | 0.03% | −336−6.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,933 | $542.6K | 0.41% | +10.0% | Added |
| Keudell/Morrison Wealth Management | 4,942 | $543.5K | 0.13% | +680+16.0% | Added |
| Plato Investment Management Ltd | 4,889 | $543.6K | 0.05% | +2,121+76.6% | Added |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $546.0K | 0.30% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 5,000 | $550.0K | 0.28% | +5,000 | New |
| Stonebridge Financial Group, LLC | 5,001 | $550.1K | 0.06% | −185−3.6% | Reduced |
| Cetera Trust Company, N.A | 5,014 | $551.5K | 0.35% | −65−1.3% | Reduced |
| Panagora Asset Management Inc | 5,021 | $552.3K | 0.00% | 00.0% | Unchanged |
| Chicago Capital, LLC | 5,026 | $552.8K | 0.02% | +335+7.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,037 | $554.0K | 0.09% | +853+20.4% | Added |
| Wealth Advisory Solutions, LLC | 5,040 | $554.4K | 0.15% | +16+0.3% | Added |
| Howland Capital Management LLC | 5,047 | $555.1K | 0.02% | −1,006−16.6% | Reduced |
| Discipline Wealth Solutions, LLC | 5,053 | $555.8K | 0.27% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 5,057 | $556.2K | 0.19% | −47−0.9% | Reduced |
| Oxford Asset Management LLP | 5,059 | $556.4K | 0.25% | +2,026+66.8% | Added |
| San Luis Wealth Advisors LLC | 5,444 | $557.0K | 0.13% | −868−13.8% | Reduced |
| Minot DeBlois Advisors LLC | 5,065 | $557.0K | 0.56% | −49−1.0% | Reduced |
| Schechter Investment Advisors, LLC | 5,067 | $557.3K | 0.05% | −526−9.4% | Reduced |
| Silver Oak Securities, Inc | 5,098 | $559.1K | 0.05% | +1,529+42.8% | Added |
| Ar Asset Management Inc | 5,100 | $561.0K | 0.13% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 5,145 | $565.9K | 0.08% | −1,119−17.9% | Reduced |
| Vaughan & Co Securities, Inc. | 5,161 | $567.7K | 0.35% | +5,161 | New |
| Kanawha Capital Management LLC | 5,176 | $569.3K | 0.04% | +16+0.3% | Added |
| Sumitomo Life Insurance Co | 5,178 | $569.5K | 0.02% | −6,679−56.3% | Reduced |
| Virtue Capital Management, LLC | 5,186 | $571.5K | 0.07% | +275+5.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,204 | $572.4K | 0.06% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 5,210 | $573.0K | 0.19% | −6,210−54.4% | Reduced |
| Byrne Asset Management LLC | 5,210 | $573.0K | 0.43% | +359+7.4% | Added |
| Gladstone Institutional Advisory LLC | 5,227 | $575.0K | 0.03% | −87−1.6% | Reduced |
| Sig Brokerage, LP | 5,233 | $575.6K | 0.17% | +5,233 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,235 | $575.8K | 0.03% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 5,238 | $576.1K | 0.15% | −4,914−48.4% | Reduced |
| Parsons Capital Management Inc | 5,241 | $576.5K | 0.03% | −461−8.1% | Reduced |
| Capital International Sarl | 5,252 | $577.7K | 0.01% | +1,916+57.4% | Added |
| Westover Capital Advisors, LLC | 5,255 | $578.0K | 0.13% | −161−3.0% | Reduced |
| Stoneridge Investment Partners LLC | 5,256 | $578.0K | 0.49% | −7,884−60.0% | Reduced |
| Checchi Capital Advisers, LLC | 5,273 | $580.0K | 0.04% | −182−3.3% | Reduced |
| Community Trust & Investment Co | 5,283 | $581.1K | 0.04% | −62−1.2% | Reduced |
| Sylvest Advisors, LLC | 5,290 | $581.9K | 0.36% | +1,563+41.9% | Added |
| Acropolis Investment Management, LLC | 5,305 | $583.5K | 0.03% | −404−7.1% | Reduced |
| Bangor Savings Bank | 5,312 | $584.3K | 0.06% | −315−5.6% | Reduced |
| OneAscent Financial Services LLC | 5,362 | $588.0K | 0.04% | +2,791+108.6% | Added |
| Caisse de Depot Et Placement du Quebec | 5,363 | $589.9K | 0.00% | +5,363 | New |
| Choate Investment Advisors | 5,378 | $591.5K | 0.01% | +202+3.9% | Added |
| Lincoln Capital LLC | 6,113 | $592.0K | 0.12% | −337−5.2% | Reduced |
| Forge Financial Services LLC | 5,400 | $593.9K | 0.52% | 00.0% | Unchanged |
| Denali Advisors LLC | 5,400 | $593.9K | 0.07% | +5,400 | New |
| Meiji Yasuda Life Insurance Co | 5,404 | $594.4K | 0.01% | −250−4.4% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 5,428 | $597.0K | 0.28% | −493−8.3% | Reduced |
| Fiduciary Trust Co | 5,431 | $597.4K | 0.01% | −1,445−21.0% | Reduced |
| Clear Harbor Asset Management, LLC | 5,431 | $597.4K | 0.05% | +5,431 | New |
| Confluence Wealth Services, Inc. | 6,189 | $601.5K | 0.04% | −391−5.9% | Reduced |
| Forum Financial Management, LP | 5,482 | $603.0K | 0.01% | +1,240+29.2% | Added |
| TCG Advisory Services, LLC | 5,504 | $605.4K | 0.02% | +175+3.3% | Added |
| 1st Source Bank | 5,548 | $610.2K | 0.04% | +117+2.2% | Added |
| AssuredPartners Investment Advisors, LLC | 5,589 | $614.8K | 0.12% | −393−6.6% | Reduced |
| Armis Advisers, LLC | 6,472 | $616.8K | 0.06% | +6,472 | New |