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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 8,871 | $975.7K | 0.04% | −1,115−11.2% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 8,863 | $974.8K | 0.01% | −659−6.9% | Reduced |
| Western Wealth Management, LLC | 8,815 | $969.5K | 0.06% | −357−3.9% | Reduced |
| Berkeley Capital Partners, LLC | 8,787 | $966.4K | 0.27% | +5,010+132.6% | Added |
| Flputnam Investment Management Co | 8,745 | $961.9K | 0.02% | −7,046−44.6% | Reduced |
| Applied Capital LLC | 8,714 | $958.5K | 0.77% | −20−0.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,685 | $955.3K | 0.38% | −3,523−28.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8,645 | $950.9K | 0.08% | −7−0.1% | Reduced |
| LS Investment Advisors, LLC | 8,640 | $950.3K | 0.15% | +3,755+76.9% | Added |
| Catalytic Wealth RIA, LLC | 8,623 | $948.4K | 0.17% | −961−10.0% | Reduced |
| Alpha Cubed Investments, LLC | 8,617 | $947.7K | 0.04% | +89+1.0% | Added |
| Csenge Advisory Group | 9,825 | $947.4K | 0.05% | +3,776+62.4% | Added |
| Clark Capital Management Group, Inc. | 8,561 | $941.6K | 0.01% | −2,866−25.1% | Reduced |
| Intellectus Partners, LLC | 8,528 | $938.0K | 0.23% | +496+6.2% | Added |
| Insigneo Advisory Services, LLC | 8,509 | $935.9K | 0.10% | +966+12.8% | Added |
| IFP Advisors, Inc | 8,504 | $935.3K | 0.03% | +571+7.2% | Added |
| Longfellow Investment Management Co LLC | 8,467 | $931.3K | 0.23% | 00.0% | Unchanged |
| L.M. Kohn & Company | 8,449 | $929.3K | 0.24% | −2,278−21.2% | Reduced |
| CBOE Vest Financial, LLC | 8,436 | $927.9K | 0.01% | +3,574+73.5% | Added |
| Aberdeen Wealth Management LLC | 8,381 | $921.8K | 0.64% | +40.0% | Added |
| Advance Capital Management, Inc. | 8,365 | $920.1K | 0.04% | +36+0.4% | Added |
| Amplius Wealth Advisors, LLC | 8,329 | $916.1K | 0.10% | +513+6.6% | Added |
| Bayforest Capital Ltd | 8,327 | $915.9K | 0.40% | +7,819+1,539.2% | Added |
| SageView Advisory Group, LLC | 8,278 | $910.5K | 0.04% | +38+0.5% | Added |
| Abundance Wealth Counselors | 8,276 | $910.0K | 0.19% | +2,376+40.3% | Added |
| Opinicus Capital, Inc. | 8,268 | $909.4K | 0.80% | +356+4.5% | Added |
| Ted Buchan & Co | 8,256 | $908.1K | 0.43% | +549+7.1% | Added |
| NTV Asset Management LLC | 8,251 | $907.5K | 0.12% | +4,957+150.5% | Added |
| 1248 Management, LLC | 8,218 | $903.9K | 0.39% | +6,400+352.0% | Added |
| Diversified Trust Co | 8,204 | $902.4K | 0.02% | −1,157−12.4% | Reduced |
| South State Corp. | 8,179 | $899.6K | 0.04% | −146−1.8% | Reduced |
| Advanced Portfolio Management, LLC | 8,176 | $899.3K | 1.81% | +8,176 | New |
| Aurdan Capital Management, LLC | 8,171 | $898.7K | 0.34% | −8,316−50.4% | Reduced |
| Icon Wealth Advisors, LLC | 8,167 | $898.3K | 0.07% | −5,169−38.8% | Reduced |
| Berkshire Asset Management LLC | 9,251 | $896.8K | 0.04% | +3,364+57.1% | Added |
| Bard Financial Services, Inc. | 8,150 | $896.4K | 0.11% | +4,725+138.0% | Added |
| Ameritas Advisory Services, LLC | 7,652 | $896.3K | 0.04% | −50,813−86.9% | Reduced |
| Delta Financial Group, Inc. | 7,670 | $888.0K | 0.20% | −1,039−11.9% | Reduced |
| Investors Asset Management of Georgia Inc | 8,072 | $887.8K | 0.45% | +685+9.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $879.9K | 0.28% | 00.0% | Unchanged |
| Friedenthal Financial | 7,986 | $878.4K | 0.52% | +7,986 | New |
| MSH Capital Advisors LLC | 7,973 | $877.0K | 0.27% | −152−1.9% | Reduced |
| Corundum Group, Inc. | 7,942 | $873.5K | 0.42% | −322−3.9% | Reduced |
| Total Wealth Planning & Management, Inc. | 7,927 | $871.9K | 0.89% | +1,747+28.3% | Added |
| Mork Capital Management, LLC | 7,900 | $868.9K | 0.68% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7,897 | $868.6K | 0.18% | +4+0.1% | Added |
| Purkiss Capital Advisors LLC | 7,858 | $864.3K | 0.65% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 7,855 | $864.0K | 0.01% | −134,246−94.5% | Reduced |
| First Citizens Bank & Trust Co | 7,811 | $859.1K | 0.02% | +35+0.5% | Added |
| TFG Advisers LLC | 7,799 | $857.8K | 0.31% | −10.0% | Reduced |
| Roberts Glore & Co Inc | 7,792 | $857.0K | 0.26% | +1,329+20.6% | Added |
| Fundamentun, LLC | 7,789 | $856.8K | 0.05% | +1,399+21.9% | Added |
| Legacy Capital Wealth Partners, LLC | 7,776 | $855.3K | 0.21% | +3,229+71.0% | Added |
| Wright Investors Service Inc | 7,757 | $853.2K | 0.28% | −2,818−26.6% | Reduced |
| King Wealth | 7,746 | $852.0K | 0.13% | +5,680+274.9% | Added |
| City Holding Co | 7,689 | $845.7K | 0.12% | −472−5.8% | Reduced |
| Trillium Asset Management, LLC | 7,683 | $845.4K | 0.02% | −93,947−92.4% | Reduced |
| Heritage Wealth Management, Inc. | 7,638 | $840.1K | 0.29% | −1,278−14.3% | Reduced |
| Axxcess Wealth Management, LLC | 7,620 | $838.1K | 0.02% | −4,642−37.9% | Reduced |
| Wellington Shields & Co., LLC | 7,585 | $834.3K | 0.26% | +2,100+38.3% | Added |
| Eldridge Investment Advisors, Inc. | 7,572 | $832.8K | 0.19% | −124−1.6% | Reduced |
| Trust Co of Virginia | 7,544 | $829.8K | 0.08% | +103+1.4% | Added |
| Wolff Financial Management LLC | 7,538 | $829.0K | 0.23% | +6+0.1% | Added |
| Taylor Financial Group, Inc. | 7,525 | $827.7K | 0.58% | +2,439+48.0% | Added |
| Roehl & Yi Investment Advisors, LLC | 7,500 | $824.9K | 0.45% | +668+9.8% | Added |
| Petrus Trust Company, LTA | 7,487 | $823.5K | 0.08% | +2,177+41.0% | Added |
| Trustmark National Bank Trust Department | 7,480 | $822.7K | 0.06% | −3,137−29.5% | Reduced |
| Norway Savings Bank | 7,477 | $822.4K | 0.47% | −215−2.8% | Reduced |
| Old National Bancorp | 7,427 | $816.9K | 0.02% | −48−0.6% | Reduced |
| Profund Advisors LLC | 7,413 | $815.4K | 0.04% | −346−4.5% | Reduced |
| Strategic Advisors LLC | 7,377 | $811.4K | 0.16% | −1,047−12.4% | Reduced |
| Bigelow Investment Advisors, LLC | 7,374 | $811.1K | 0.39% | −13−0.2% | Reduced |
| Taylor Hoffman Capital Management LLC | 7,403 | $808.9K | 0.30% | 00.0% | Unchanged |
| Cigna Investments Inc | 7,345 | $808.0K | 0.15% | −62−0.8% | Reduced |
| CRA Financial Services, LLC | 7,297 | $802.6K | 0.14% | −284−3.7% | Reduced |
| Emerald Advisors, LLC | 7,292 | $802.0K | 0.11% | +1,062+17.0% | Added |
| Galvin, Gaustad & Stein, LLC | 7,255 | $798.0K | 0.07% | −581−7.4% | Reduced |
| Eaton Financial Holdings Company, LLC | 7,253 | $797.7K | 0.33% | 00.0% | Unchanged |
| Harrington Investments, INC | 7,242 | $796.5K | 0.45% | +49+0.7% | Added |
| Tobam | 7,197 | $792.0K | 0.34% | +6,149+586.7% | Added |
| Dark Forest Capital Management LP | 7,189 | $790.7K | 0.04% | +475+7.1% | Added |
| Ameritas Investment Partners, Inc. | 7,182 | $789.9K | 0.03% | −157−2.1% | Reduced |
| Belpointe Asset Management LLC | 7,171 | $788.7K | 0.04% | −2,039−22.1% | Reduced |
| American Trust Investment Advisors, LLC | 7,160 | $787.5K | 0.33% | +1,810+33.8% | Added |
| Norden Group LLC | 7,154 | $787.0K | 0.09% | +1,227+20.7% | Added |
| O'Keefe Stevens Advisory, Inc. | 7,154 | $786.9K | 0.26% | +1,684+30.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,149 | $786.4K | 0.03% | +193+2.8% | Added |
| Nations Financial Group Inc, | 7,144 | $785.8K | 0.06% | −306−4.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 7,140 | $785.0K | 0.57% | +90+1.3% | Added |
| Silvant Capital Management LLC | 7,129 | $784.1K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 7,100 | $780.9K | 0.12% | −127−1.8% | Reduced |
| United Community Bank | 7,084 | $779.2K | 0.29% | +155+2.2% | Added |
| Azimuth Capital Investment Management LLC | 7,075 | $778.2K | 0.03% | −18,118−71.9% | Reduced |
| Hunter Associates Investment Management LLC | 7,060 | $775.0K | 0.12% | −2,725−27.8% | Reduced |
| Alpha Omega Wealth Management LLC | 7,040 | $774.3K | 0.15% | +175+2.5% | Added |
| Noble Family Wealth, LLC | 7,030 | $773.2K | 0.21% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 7,000 | $769.9K | 0.16% | 00.0% | Unchanged |
| Belmont Capital, LLC | 7,000 | $769.9K | 0.14% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 6,985 | $768.3K | 0.30% | −347−4.7% | Reduced |
| Balboa Wealth Partners | 6,976 | $767.3K | 0.19% | −169−2.4% | Reduced |