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 |
|---|---|---|---|---|---|
| Probity Advisors, Inc. | 14,456 | $1.59M | 0.31% | +2,717+23.1% | Added |
| Headinvest, LLC | 14,380 | $1.58M | 0.31% | −800−5.3% | Reduced |
| Tradition Wealth Management, LLC | 14,339 | $1.58M | 0.14% | +365+2.6% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 14,302 | $1.57M | 1.07% | +1,870+15.0% | Added |
| Clean Yield Group | 14,190 | $1.56M | 0.51% | −281−1.9% | Reduced |
| Richard Bernstein Advisors LLC | 14,156 | $1.56M | 0.04% | −437−3.0% | Reduced |
| Caldwell Trust Co | 14,128 | $1.55M | 0.17% | −708−4.8% | Reduced |
| Accordant Advisory Group Inc | 14,128 | $1.55M | 1.52% | −335−2.3% | Reduced |
| Consolidated Portfolio Review Corp | 14,128 | $1.55M | 0.25% | +5,931+72.4% | Added |
| GM Advisory Group, Inc. | 14,116 | $1.55M | 0.08% | +14,116 | New |
| Charter Research & Investment Group, Inc. | 14,075 | $1.55M | 1.18% | −720−4.9% | Reduced |
| Avidian Wealth Solutions, LLC | 13,915 | $1.53M | 0.07% | −526−3.6% | Reduced |
| Hudson Canyon Capital Management | 13,900 | $1.53M | 1.08% | +250+1.8% | Added |
| Capital Square, LLC | 13,861 | $1.52M | 0.90% | +6,509+88.5% | Added |
| Independent Financial Group, LLC | 13,845 | $1.52M | 0.05% | +1,672+13.7% | Added |
| Balyasny Asset Management LLC | 13,824 | $1.52M | 0.00% | −341,718−96.1% | Reduced |
| Bessemer Group Inc | 13,774 | $1.51M | 0.00% | −22,664−62.2% | Reduced |
| Safe Harbor Fiduciary, LLC | 13,736 | $1.51M | 1.56% | −305−2.2% | Reduced |
| Kestra Investment Management, LLC | 13,734 | $1.51M | 0.05% | +4,174+43.7% | Added |
| Coppell Advisory Solutions LLC | 15,613 | $1.51M | 0.22% | −653−4.0% | Reduced |
| Banco Santander, S.A. | 13,692 | $1.51M | 0.02% | −503−3.5% | Reduced |
| Quadrant Capital Group LLC | 13,680 | $1.50M | 0.06% | +10,285+302.9% | Added |
| Trust Co of Toledo NA | 13,618 | $1.50M | 0.20% | −339−2.4% | Reduced |
| Waller Financial Planning Group, Inc | 13,594 | $1.50M | 0.42% | 00.0% | Unchanged |
| Camden Capital, LLC | 13,592 | $1.49M | 0.16% | +74+0.5% | Added |
| Vestcor Inc | 13,531 | $1.49M | 0.05% | −61−0.4% | Reduced |
| Exencial Wealth Advisors, LLC | 13,459 | $1.48M | 0.05% | −276−2.0% | Reduced |
| Abc Arbitrage SA | 13,446 | $1.48M | 0.27% | +13,446 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,383 | $1.47M | 0.04% | −61,666−82.2% | Reduced |
| Brighton Jones LLC | 13,376 | $1.47M | 0.05% | +1,250+10.3% | Added |
| Sunbelt Securities, Inc. | 13,350 | $1.47M | 0.13% | −3,572−21.1% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 13,338 | $1.47M | 1.41% | −316−2.3% | Reduced |
| Rockland Trust Co | 13,316 | $1.46M | 0.07% | +1,097+9.0% | Added |
| Aptus Capital Advisors, LLC | 13,306 | $1.46M | 0.02% | −411−3.0% | Reduced |
| Bowen Hanes & Co Inc | 13,291 | $1.46M | 0.04% | −5,830−30.5% | Reduced |
| Resonant Capital Advisors, LLC | 13,290 | $1.46M | 0.10% | +2,236+20.2% | Added |
| Alerus Financial NA | 13,274 | $1.46M | 0.12% | −234−1.7% | Reduced |
| Pallas Capital Advisors LLC | 13,261 | $1.46M | 0.06% | +6,040+83.6% | Added |
| HF Advisory Group, LLC | 13,236 | $1.46M | 0.64% | +2,886+27.9% | Added |
| Horst & Graben Wealth Management LLC | 13,216 | $1.45M | 0.26% | −45−0.3% | Reduced |
| New England Research & Management, Inc. | 13,170 | $1.45M | 0.74% | −975−6.9% | Reduced |
| Integrated Advisors Network LLC | 13,109 | $1.44M | 0.07% | −1,386−9.6% | Reduced |
| Azzad Asset Management Inc | 13,106 | $1.44M | 0.17% | +13,106 | New |
| Douglass Winthrop Advisors, LLC | 13,090 | $1.44M | 0.03% | −35−0.3% | Reduced |
| Garner Asset Management Corp | 13,042 | $1.43M | 0.63% | −645−4.7% | Reduced |
| Cordatus Wealth Management LLC | 13,022 | $1.43M | 0.39% | +657+5.3% | Added |
| JLB & Associates Inc | 13,011 | $1.43M | 0.20% | −2,902−18.2% | Reduced |
| Plimoth Trust Co LLC | 12,977 | $1.43M | 0.37% | −2,865−18.1% | Reduced |
| Econ Financial Services Corp | 12,970 | $1.43M | 0.76% | −3,558−21.5% | Reduced |
| Banque Cantonale Vaudoise | 12,946 | $1.42M | 0.06% | +12,946 | New |
| MUFG Securities Americas Inc. | 12,946 | $1.42M | 0.17% | +2,150+19.9% | Added |
| Ballentine Partners, LLC | 12,913 | $1.42M | 0.02% | +614+5.0% | Added |
| Kerusso Capital Management LLC | 12,899 | $1.42M | 0.90% | +330+2.6% | Added |
| Atlanta Consulting Group Advisors, LLC | 12,852 | $1.41M | 0.41% | +15+0.1% | Added |
| Aster Capital Management (DIFC) Ltd | 11,848 | $1.41M | 0.26% | +10,548+811.4% | Added |
| Mesirow Financial Investment Management, Inc. | 12,783 | $1.41M | 0.03% | −12,953−50.3% | Reduced |
| Mechanics Bank Trust Department | 12,757 | $1.40M | 0.19% | +2,546+24.9% | Added |
| Ostrum Asset Management | 12,716 | $1.40M | 0.07% | −200−1.5% | Reduced |
| Flavin Financial Services, Inc. | 12,708 | $1.40M | 1.29% | +934+7.9% | Added |
| Simplicity Wealth,LLC | 12,664 | $1.39M | 0.11% | +7,308+136.4% | Added |
| Bridgefront Capital, LLC | 12,625 | $1.39M | 0.40% | +10,435+476.5% | Added |
| Donoghue Forlines LLC | 12,623 | $1.39M | 0.44% | +12,623 | New |
| Northeast Investment Management | 12,606 | $1.39M | 0.06% | −15,868−55.7% | Reduced |
| Inceptionr LLC | 12,599 | $1.39M | 0.41% | +10,553+515.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,596 | $1.39M | 0.06% | −341−2.6% | Reduced |
| Dakota Wealth Management | 12,525 | $1.38M | 0.03% | +2,035+19.4% | Added |
| Xcel Wealth Management, LLC | 12,472 | $1.37M | 0.43% | +180+1.5% | Added |
| Cornerstone Wealth Management, LLC | 12,454 | $1.37M | 0.09% | +2,438+24.3% | Added |
| Farther Finance Advisors, LLC | 12,527 | $1.37M | 0.03% | +2,486+24.8% | Added |
| Canandaigua National Bank & Trust Co | 12,430 | $1.37M | 0.14% | +5,568+81.1% | Added |
| Fort Washington Investment Advisors Inc | 12,420 | $1.37M | 0.01% | +504+4.2% | Added |
| Carnegie Capital Asset Management, LLC | 13,909 | $1.36M | 0.03% | +2,900+26.3% | Added |
| IHT Wealth Management, LLC | 12,400 | $1.36M | 0.04% | +290+2.4% | Added |
| Level Financial Advisors, Inc. | 12,382 | $1.36M | 0.46% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 12,367 | $1.36M | 0.05% | −584−4.5% | Reduced |
| Cypress Capital Group | 12,353 | $1.36M | 0.18% | −1,287−9.4% | Reduced |
| Modern Wealth Management, LLC | 12,326 | $1.36M | 0.04% | +1,429+13.1% | Added |
| Long Run Wealth Advisors, LLC | 12,280 | $1.35M | 0.31% | +12,280 | New |
| Wolff Wiese Magana LLC | 12,277 | $1.35M | 0.92% | +11,911+3,254.4% | Added |
| Westpac Banking Corp | 12,273 | $1.35M | 0.10% | +7,029+134.0% | Added |
| Carson Advisory Inc. | 12,260 | $1.35M | 0.91% | +47+0.4% | Added |
| Crowley Wealth Management, Inc. | 12,259 | $1.35M | 1.28% | −858−6.5% | Reduced |
| Excalibur Management Corp | 12,211 | $1.34M | 0.53% | +382+3.2% | Added |
| iA Global Asset Management Inc. | 12,204 | $1.34M | 0.02% | +5,501+82.1% | Added |
| Rossmore Private Capital | 12,188 | $1.34M | 0.17% | −401−3.2% | Reduced |
| Johnson Investment Counsel Inc | 12,144 | $1.34M | 0.01% | −602−4.7% | Reduced |
| Stiles Financial Services Inc | 12,107 | $1.33M | 0.51% | +122+1.0% | Added |
| Davis R M Inc | 12,013 | $1.32M | 0.03% | +455+3.9% | Added |
| SRS Capital Advisors, Inc. | 11,977 | $1.32M | 0.08% | −7,647−39.0% | Reduced |
| Great Valley Advisor Group, Inc. | 11,924 | $1.31M | 0.03% | −620−4.9% | Reduced |
| Harbour Investments, Inc. | 11,868 | $1.31M | 0.04% | −639−5.1% | Reduced |
| Gifford Fong Associates | 11,800 | $1.30M | 0.32% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 11,787 | $1.30M | 0.08% | +703+6.3% | Added |
| Central Pacific Bank - Trust Division | 11,758 | $1.29M | 0.18% | −866−6.9% | Reduced |
| Caption Management, LLC | 11,750 | $1.29M | 0.06% | +11,750 | New |
| Optimum Investment Advisors | 11,734 | $1.29M | 0.61% | −300−2.5% | Reduced |
| Hexagon Capital Partners LLC | 11,722 | $1.29M | 0.24% | −415−3.4% | Reduced |
| Aull & Monroe Investment Management Corp | 11,655 | $1.28M | 0.64% | −175−1.5% | Reduced |
| Park National Corp | 11,615 | $1.28M | 0.05% | −931−7.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 11,576 | $1.27M | 0.25% | +138+1.2% | Added |