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 |
|---|---|---|---|---|---|
| Teamwork Financial Advisors, LLC | 11,567 | $1.27M | 0.18% | +1,777+18.2% | Added |
| Meridian Wealth Management, LLC | 11,560 | $1.27M | 0.06% | +1,931+20.1% | Added |
| Watts Gwilliam & Co., LLC | 11,540 | $1.27M | 0.28% | +4,271+58.8% | Added |
| Madison Asset Management, LLC | 11,522 | $1.27M | 0.01% | −60,758−84.1% | Reduced |
| Harmony Asset Management LLC | 11,499 | $1.26M | 0.53% | +7,231+169.4% | Added |
| Ossiam | 11,448 | $1.26M | 0.02% | −35−0.3% | Reduced |
| Summit Global Investments | 11,445 | $1.26M | 0.09% | −64,984−85.0% | Reduced |
| First Dallas Securities Inc. | 11,421 | $1.26M | 0.52% | +102+0.9% | Added |
| Navalign, LLC | 11,398 | $1.25M | 0.36% | +11,398 | New |
| Monetary Management Group Inc | 11,391 | $1.25M | 0.34% | +10,795+1,811.2% | Added |
| Montag A & Associates Inc | 11,377 | $1.25M | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 11,374 | $1.25M | 0.03% | +266+2.4% | Added |
| Quilter Plc | 11,338 | $1.25M | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 11,319 | $1.24M | 0.04% | −1,267−10.1% | Reduced |
| Legacy Advisors, LLC | 11,286 | $1.24M | 0.13% | −515−4.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 11,269 | $1.24M | 0.31% | +11,269 | New |
| Los Angeles Capital Management LLC | 11,254 | $1.24M | 0.01% | −54,894−83.0% | Reduced |
| Hedges Asset Management LLC | 11,200 | $1.23M | 0.81% | 00.0% | Unchanged |
| Investors Research Corp | 11,175 | $1.23M | 0.27% | +336+3.1% | Added |
| Keystone Financial Group | 11,338 | $1.23M | 0.12% | +585+5.4% | Added |
| NBC Securities, Inc. | 11,164 | $1.23M | 0.10% | +11,154+111,540.0% | Added |
| First National Advisers, LLC | 11,118 | $1.22M | 0.20% | −1,730−13.5% | Reduced |
| Morningstar Investment Services LLC | 11,107 | $1.22M | 0.22% | −13,578−55.0% | Reduced |
| Beacon Financial Advisory LLC | 11,071 | $1.22M | 0.37% | −1,985−15.2% | Reduced |
| Roundview Capital LLC | 11,058 | $1.22M | 0.09% | −400−3.5% | Reduced |
| Bradley Foster & Sargent Inc | 11,020 | $1.21M | 0.02% | +384+3.6% | Added |
| Castlekeep Investment Advisors LLC | 10,961 | $1.21M | 0.62% | +1,789+19.5% | Added |
| We Are One Seven, LLC | 10,940 | $1.20M | 0.05% | −689−5.9% | Reduced |
| Arvest Investments, Inc. | 10,918 | $1.20M | 0.19% | −538−4.7% | Reduced |
| Fiduciary Group LLC | 10,860 | $1.19M | 0.12% | +374+3.6% | Added |
| Jaffetilchin Investment Partners, LLC | 10,859 | $1.19M | 0.09% | +7,582+231.4% | Added |
| Financial Advocates Investment Management | 10,851 | $1.19M | 0.08% | +1,220+12.7% | Added |
| Northeast Financial Consultants Inc | 10,846 | $1.19M | 0.05% | −233−2.1% | Reduced |
| Papp L Roy & Associates | 10,841 | $1.19M | 0.15% | −6,710−38.2% | Reduced |
| Legacy Financial Advisors, Inc. | 10,830 | $1.19M | 0.20% | −216−2.0% | Reduced |
| GTS Securities LLC | 10,772 | $1.18M | 0.05% | +6,843+174.2% | Added |
| Texas Bank & Trust Co | 10,694 | $1.18M | 0.50% | −87−0.8% | Reduced |
| Anb Bank | 10,692 | $1.18M | 0.53% | +152+1.4% | Added |
| Greenwood Capital Associates LLC | 10,676 | $1.17M | 0.16% | +5,176+94.1% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 10,675 | $1.17M | 0.94% | +10,675 | New |
| Cascade Investment Advisors, Inc. | 10,620 | $1.17M | 0.79% | +10,620 | New |
| Twin Lakes Capital Management, LLC | 10,560 | $1.16M | 0.78% | +132+1.3% | Added |
| Coldstream Capital Management Inc | 10,553 | $1.16M | 0.02% | −1,521−12.6% | Reduced |
| Abner Herrman & Brock LLC | 10,550 | $1.16M | 0.15% | −211−2.0% | Reduced |
| Magnetar Financial LLC | 10,536 | $1.16M | 0.02% | +10,536 | New |
| Prudential PLC | 10,514 | $1.16M | 0.01% | −18,926−64.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 10,485 | $1.15M | 0.83% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 10,465 | $1.15M | 0.60% | −152−1.4% | Reduced |
| Twin City Private Wealth, LLC | 10,464 | $1.15M | 1.01% | +1,159+12.5% | Added |
| Intrua Financial, LLC | 10,446 | $1.15M | 0.18% | −1,076−9.3% | Reduced |
| Curbstone Financial Management Corp | 10,332 | $1.14M | 0.24% | +660+6.8% | Added |
| Secured Retirement Advisors, LLC | 10,297 | $1.13M | 0.73% | +10,297 | New |
| Greenline Partners, LLC | 10,268 | $1.13M | 0.16% | +30.0% | Added |
| LaFleur & Godfrey LLC | 10,242 | $1.13M | 0.15% | +4,017+64.5% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 10,178 | $1.11M | 0.80% | +1,372+15.6% | Added |
| Carnegie Lake Advisors LLC | 10,072 | $1.11M | 0.45% | +3,067+43.8% | Added |
| Strategic Blueprint, LLC | 10,045 | $1.10M | 0.06% | +2,341+30.4% | Added |
| Buck Wealth Strategies, LLC | 10,034 | $1.10M | 0.20% | +4,682+87.5% | Added |
| Littlejohn Financial Services, Inc. | 10,022 | $1.10M | 0.87% | +10,022 | New |
| Greenleaf Trust | 10,001 | $1.10M | 0.01% | −2,088−17.3% | Reduced |
| Cora Capital Advisors LLC | 9,974 | $1.10M | 0.53% | +19+0.2% | Added |
| Hurley Capital, LLC | 9,892 | $1.09M | 0.82% | +9,892 | New |
| Massar Capital Management, LP | 9,867 | $1.09M | 1.30% | +9,867 | New |
| Copia Wealth Management | 9,846 | $1.08M | 1.00% | 00.0% | Unchanged |
| Matrix Trust Co | 9,766 | $1.07M | 0.18% | +133+1.4% | Added |
| North Star Asset Management Inc | 9,747 | $1.07M | 0.05% | −2,149−18.1% | Reduced |
| Larson Financial Group LLC | 9,746 | $1.07M | 0.05% | +1,526+18.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9,724 | $1.07M | 0.00% | −57,353−85.5% | Reduced |
| AIA Group Ltd | 9,722 | $1.07M | 0.03% | +6,218+177.5% | Added |
| Meeder Advisory Services, Inc. | 9,715 | $1.07M | 0.06% | −305−3.0% | Reduced |
| Strategic Equity Management | 9,688 | $1.07M | 0.45% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 9,671 | $1.06M | 0.20% | +9,671 | New |
| Institute for Wealth Management, LLC. | 9,659 | $1.06M | 0.14% | −575−5.6% | Reduced |
| Goldstone Financial Group, LLC | 9,654 | $1.06M | 0.16% | +10.0% | Added |
| Woodline Partners LP | 9,640 | $1.06M | 0.01% | −12,315−56.1% | Reduced |
| Zuckerman Investment Group, LLC | 9,638 | $1.06M | 0.11% | +2,000+26.2% | Added |
| Point72 Hong Kong Ltd | 9,596 | $1.06M | 0.08% | +9,596 | New |
| Oarsman Capital, Inc. | 9,499 | $1.04M | 0.19% | +8,700+1,088.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,487 | $1.04M | 0.68% | −250−2.6% | Reduced |
| Precedent Wealth Partners, LLC | 9,487 | $1.04M | 0.29% | +2,862+43.2% | Added |
| Savvy Advisors, Inc. | 9,484 | $1.04M | 0.10% | +6,885+264.9% | Added |
| ForthRight Wealth Management, LLC | 9,442 | $1.04M | 0.35% | −35−0.4% | Reduced |
| Essex Financial Services, Inc. | 9,415 | $1.04M | 0.07% | +2,608+38.3% | Added |
| Kondo Wealth Advisors, Inc. | 9,409 | $1.03M | 0.51% | −530−5.3% | Reduced |
| Octavia Wealth Advisors, LLC | 9,397 | $1.03M | 0.13% | +1,402+17.5% | Added |
| Voya Financial Advisors, Inc. | 9,325 | $1.02M | 0.11% | +304+3.4% | Added |
| Potomac Fund Management Inc | 10,585 | $1.02M | 0.45% | +1,114+11.8% | Added |
| Agate Pass Investment Management, LLC | 9,235 | $1.02M | 0.43% | +4,450+93.0% | Added |
| Procyon Private Wealth Partners, LLC | 9,235 | $1.02M | 0.06% | −382−4.0% | Reduced |
| Washburn Capital Management, Inc. | 9,220 | $1.01M | 0.67% | +9,220 | New |
| Central Trust Co | 9,185 | $1.01M | 0.02% | +86+0.9% | Added |
| Geneos Wealth Management Inc. | 9,144 | $1.01M | 0.03% | +387+4.4% | Added |
| Houlihan Financial Resource Group, Ltd. | 9,130 | $1.00M | 0.45% | −100−1.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,066 | $997.2K | 0.35% | +1,588+21.2% | Added |
| RFG Advisory, LLC | 9,042 | $994.5K | 0.03% | −3,847−29.8% | Reduced |
| Mitchell Sinkler & Starr | 9,037 | $994.0K | 0.28% | −100−1.1% | Reduced |
| PFC Capital Group, Inc. | 9,001 | $990.0K | 0.50% | −269−2.9% | Reduced |
| Clear Creek Financial Management, LLC | 8,991 | $989.0K | 0.10% | +1,271+16.5% | Added |
| Loudon Investment Management, LLC | 8,985 | $988.3K | 0.56% | −2,171−19.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 10,377 | $977.5K | 0.40% | −487−4.5% | Reduced |