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 |
|---|---|---|---|---|---|
| Howard Capital Management Inc. | 6,937 | $763.0K | 0.02% | −245−3.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,922 | $761.3K | 0.02% | −746−9.7% | Reduced |
| Crescent Grove Advisors, LLC | 6,918 | $760.9K | 0.08% | −569−7.6% | Reduced |
| Aviance Capital Partners, LLC | 6,914 | $760.5K | 0.11% | +409+6.3% | Added |
| Eagle Bluffs Wealth Management LLC | 6,902 | $759.2K | 0.40% | +587+9.3% | Added |
| Wealth Alliance | 6,898 | $758.7K | 0.09% | +97+1.4% | Added |
| Fortis Advisors, LLC | 6,893 | $758.1K | 0.49% | +13+0.2% | Added |
| Numerai GP LLC | 6,884 | $757.2K | 0.14% | −949−12.1% | Reduced |
| Graham Capital Management, L.P. | 6,881 | $756.8K | 0.02% | +6,881 | New |
| SNS Financial Group, LLC | 6,868 | $755.4K | 0.08% | −83−1.2% | Reduced |
| Spears Abacus Advisors LLC | 6,859 | $754.4K | 0.02% | +28+0.4% | Added |
| R.H. Dinel Investment Counsel, Inc. | 6,850 | $753.4K | 0.51% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 6,805 | $748.5K | 0.19% | +2,197+47.7% | Added |
| Regal Investment Advisors LLC | 6,784 | $746.1K | 0.06% | −4,783−41.4% | Reduced |
| Raleigh Capital Management Inc. | 6,776 | $745.3K | 0.34% | −381−5.3% | Reduced |
| Future Financial Wealth Managment LLC | 6,775 | $745.2K | 0.55% | +1,675+32.8% | Added |
| Midland Wealth Advisors LLC | 6,768 | $744.4K | 0.04% | −901−11.7% | Reduced |
| Formidable Asset Management, LLC | 6,763 | $743.9K | 0.12% | +40+0.6% | Added |
| Gleason Group, Inc. | 6,751 | $742.6K | 0.13% | +91+1.4% | Added |
| AIMZ Investment Advisors, LLC | 6,750 | $742.4K | 0.26% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,739 | $741.2K | 0.18% | +17+0.3% | Added |
| Blueshift Asset Management, LLC | 6,735 | $740.8K | 0.29% | −1,899−22.0% | Reduced |
| Cidel Asset Management Inc | 6,725 | $739.7K | 0.05% | +604+9.9% | Added |
| One Capital Management, LLC | 6,708 | $737.8K | 0.02% | +6,708 | New |
| Capital Advisors Inc | 6,707 | $737.7K | 0.01% | +93+1.4% | Added |
| Southeast Asset Advisors Inc. | 6,705 | $737.5K | 0.09% | +2,000+42.5% | Added |
| Pensionfund Sabic | 6,700 | $737.0K | 0.22% | −700−9.5% | Reduced |
| Mattern Capital Management, LLC | 6,696 | $736.5K | 0.09% | −14,304−68.1% | Reduced |
| Fox Run Management, L.L.C. | 6,660 | $732.5K | 0.11% | +4,345+187.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 6,653 | $731.8K | 0.19% | +4,243+176.1% | Added |
| Marino, Stram & Associates LLC | 6,645 | $730.9K | 0.16% | +248+3.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,635 | $729.8K | 0.10% | +1,051+18.8% | Added |
| BKD Wealth Advisors, LLC | 6,633 | $729.6K | 0.02% | −284−4.1% | Reduced |
| Brandes Investment Partners, LP | 6,626 | $728.8K | 0.01% | −79−1.2% | Reduced |
| LM Advisors LLC | 6,596 | $725.0K | 0.13% | +16+0.2% | Added |
| Centaurus Financial, Inc. | 6,586 | $724.0K | 0.04% | +1,305+24.7% | Added |
| Principle Wealth Partners LLC | 6,580 | $723.7K | 0.05% | −15−0.2% | Reduced |
| Intrust Bank NA | 6,567 | $722.3K | 0.07% | +555+9.2% | Added |
| GAMMA Investing LLC | 6,542 | $719.6K | 0.05% | +48+0.7% | Added |
| Quest Partners LLC | 6,530 | $718.2K | 0.08% | +4,222+182.9% | Added |
| DeDora Capital, Inc. | 6,519 | $717.0K | 0.21% | +217+3.4% | Added |
| Callan Family Office, LLC | 6,436 | $707.9K | 0.05% | −1,927−23.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 6,410 | $705.1K | 0.07% | −1,592−19.9% | Reduced |
| Twin Capital Management Inc | 6,403 | $704.3K | 0.08% | −11,473−64.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 6,370 | $700.6K | 0.75% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 6,337 | $697.0K | 0.50% | +2,637+71.3% | Added |
| Private Wealth Asset Management, LLC | 6,326 | $695.8K | 0.10% | +6,326 | New |
| Cobblestone Capital Advisors LLC | 6,266 | $689.2K | 0.04% | +4,231+207.9% | Added |
| First Bank & Trust | 6,263 | $688.9K | 0.13% | −488−7.2% | Reduced |
| Equitable Trust Co | 6,262 | $688.8K | 0.04% | +1,330+27.0% | Added |
| Maridea Wealth Management LLC | 6,248 | $687.2K | 0.22% | +6,248 | New |
| Private Trust Co NA | 6,227 | $685.0K | 0.07% | +1,033+19.9% | Added |
| Erste Asset Management GmbH | 6,215 | $681.5K | 0.01% | −1,455−19.0% | Reduced |
| Wealth Management Partners, LLC | 6,184 | $680.2K | 0.32% | +166+2.8% | Added |
| Mendel Money Management | 6,178 | $679.5K | 0.32% | +228+3.8% | Added |
| Balentine LLC | 6,164 | $678.0K | 0.03% | +6,164 | New |
| Marex Group plc | 6,161 | $677.6K | 0.01% | −13,642−68.9% | Reduced |
| Ausdal Financial Partners, Inc. | 6,149 | $676.3K | 0.05% | +1,043+20.4% | Added |
| Main Street Financial Solutions, LLC | 6,138 | $675.1K | 0.06% | +1,542+33.6% | Added |
| Smartleaf Asset Management LLC | 6,154 | $674.8K | 0.07% | +139+2.3% | Added |
| Studio Investment Management LLC | 6,132 | $674.5K | 0.14% | +927+17.8% | Added |
| Brown, Lisle/Cummings, Inc. | 6,115 | $672.6K | 0.19% | +1,280+26.5% | Added |
| Gsa Capital Partners LLP | 6,111 | $672.0K | 0.06% | +3,035+98.7% | Added |
| Marks Wealth, LLC | 6,083 | $669.1K | 0.25% | +6,083 | New |
| Court Place Advisors, LLC | 6,080 | $668.7K | 0.22% | −427−6.6% | Reduced |
| HM Payson & Co | 6,048 | $665.2K | 0.01% | +2,490+70.0% | Added |
| Boothbay Fund Management, LLC | 6,044 | $664.8K | 0.02% | +6,044 | New |
| Weaver Capital Management LLC | 6,040 | $664.3K | 0.18% | −31−0.5% | Reduced |
| Manske Wealth Management | 6,037 | $664.0K | 0.25% | +649+12.0% | Added |
| Hodges Capital Management Inc. | 6,012 | $661.0K | 0.07% | +824+15.9% | Added |
| Tradewinds Capital Management, LLC | 6,000 | $659.9K | 0.18% | −44−0.7% | Reduced |
| Financial Advisory Corp | 5,984 | $658.0K | 0.21% | +1,227+25.8% | Added |
| Richwood Investment Advisors, LLC | 5,974 | $657.0K | 0.56% | −258−4.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,934 | $652.8K | 0.02% | +1,871+46.0% | Added |
| Symphony Financial, Ltd. Co. | 6,694 | $652.4K | 0.39% | +386+6.1% | Added |
| Palisade Capital Management LLC | 5,925 | $651.7K | 0.02% | +45+0.8% | Added |
| Rothschild Investment LLC | 5,908 | $649.8K | 0.04% | −233−3.8% | Reduced |
| Journey Strategic Wealth LLC | 5,897 | $648.6K | 0.02% | +2,105+55.5% | Added |
| Strait & Sound Wealth Management LLC | 5,874 | $646.1K | 0.30% | +5,874 | New |
| RPS Advisory Solutions LLC | 5,867 | $645.4K | 0.46% | +284+5.1% | Added |
| CenterStar Asset Management, LLC | 5,855 | $644.0K | 0.92% | +5,855 | New |
| Joel Isaacson & Co., LLC | 5,854 | $643.9K | 0.03% | +276+4.9% | Added |
| Harbour Trust & Investment Management Co | 5,843 | $642.7K | 0.08% | −1,259−17.7% | Reduced |
| Founders Financial Alliance, LLC | 5,826 | $640.9K | 0.16% | +697+13.6% | Added |
| Syntax Research, Inc. | 5,823 | $640.5K | 0.44% | +965+19.9% | Added |
| AMG National Trust Bank | 5,822 | $640.4K | 0.02% | −2,069−26.2% | Reduced |
| IFG Advisory, LLC | 5,810 | $639.0K | 0.04% | +116+2.0% | Added |
| Essex Savings Bank | 5,795 | $637.4K | 0.16% | −354−5.8% | Reduced |
| Mystic Asset Management, Inc. | 5,757 | $633.2K | 0.17% | +1,327+30.0% | Added |
| Sonora Investment Management Group, LLC | 5,752 | $632.6K | 0.05% | +1,781+44.9% | Added |
| Mayflower Financial Advisors, LLC | 5,748 | $632.3K | 0.10% | +365+6.8% | Added |
| Sandy Spring Bank | 5,736 | $630.9K | 0.03% | −4,774−45.4% | Reduced |
| Fortress Financial Group, LLC | 5,734 | $630.7K | 0.63% | +714+14.2% | Added |
| SeaCrest Wealth Management, LLC | 5,718 | $628.9K | 0.07% | +325+6.0% | Added |
| Brown Capital Management LLC | 5,701 | $627.1K | 0.02% | −1,400−19.7% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 5,700 | $626.9K | 0.44% | −3,448−37.7% | Reduced |
| Absher Wealth Management, LLC | 5,696 | $626.5K | 0.08% | +500+9.6% | Added |
| Guidance Capital, Inc | 6,481 | $624.8K | 0.19% | −1,003−13.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,671 | $623.8K | 0.02% | +262+4.8% | Added |
| Gallacher Capital Management LLC | 5,641 | $620.5K | 0.30% | +5,641 | New |