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 |
|---|---|---|---|---|---|
| Darwin Advisors, LLC | 4,908 | $618.9K | 0.21% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 5,620 | $618.1K | 0.05% | −982−14.9% | Reduced |
| Armis Advisers, LLC | 6,472 | $616.8K | 0.06% | +6,472 | New |
| AssuredPartners Investment Advisors, LLC | 5,589 | $614.8K | 0.12% | −393−6.6% | Reduced |
| 1st Source Bank | 5,548 | $610.2K | 0.04% | +117+2.2% | Added |
| TCG Advisory Services, LLC | 5,504 | $605.4K | 0.02% | +175+3.3% | Added |
| Forum Financial Management, LP | 5,482 | $603.0K | 0.01% | +1,240+29.2% | Added |
| Confluence Wealth Services, Inc. | 6,189 | $601.5K | 0.04% | −391−5.9% | 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 |
| Investor's Fiduciary Advisor Network, LLC | 5,428 | $597.0K | 0.28% | −493−8.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,404 | $594.4K | 0.01% | −250−4.4% | 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 |
| Lincoln Capital LLC | 6,113 | $592.0K | 0.12% | −337−5.2% | Reduced |
| Choate Investment Advisors | 5,378 | $591.5K | 0.01% | +202+3.9% | Added |
| Caisse de Depot Et Placement du Quebec | 5,363 | $589.9K | 0.00% | +5,363 | New |
| OneAscent Financial Services LLC | 5,362 | $588.0K | 0.04% | +2,791+108.6% | Added |
| Bangor Savings Bank | 5,312 | $584.3K | 0.06% | −315−5.6% | Reduced |
| Acropolis Investment Management, LLC | 5,305 | $583.5K | 0.03% | −404−7.1% | Reduced |
| Sylvest Advisors, LLC | 5,290 | $581.9K | 0.36% | +1,563+41.9% | Added |
| Community Trust & Investment Co | 5,283 | $581.1K | 0.04% | −62−1.2% | Reduced |
| Checchi Capital Advisers, LLC | 5,273 | $580.0K | 0.04% | −182−3.3% | Reduced |
| Stoneridge Investment Partners LLC | 5,256 | $578.0K | 0.49% | −7,884−60.0% | Reduced |
| Westover Capital Advisors, LLC | 5,255 | $578.0K | 0.13% | −161−3.0% | Reduced |
| Capital International Sarl | 5,252 | $577.7K | 0.01% | +1,916+57.4% | Added |
| Parsons Capital Management Inc | 5,241 | $576.5K | 0.03% | −461−8.1% | Reduced |
| GSB Wealth Management, LLC | 5,238 | $576.1K | 0.15% | −4,914−48.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,235 | $575.8K | 0.03% | 00.0% | Unchanged |
| Sig Brokerage, LP | 5,233 | $575.6K | 0.17% | +5,233 | New |
| Gladstone Institutional Advisory LLC | 5,227 | $575.0K | 0.03% | −87−1.6% | Reduced |
| Byrne Asset Management LLC | 5,210 | $573.0K | 0.43% | +359+7.4% | Added |
| Hamel Associates, Inc. | 5,210 | $573.0K | 0.19% | −6,210−54.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,204 | $572.4K | 0.06% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 5,186 | $571.5K | 0.07% | +275+5.6% | Added |
| Sumitomo Life Insurance Co | 5,178 | $569.5K | 0.02% | −6,679−56.3% | Reduced |
| Kanawha Capital Management LLC | 5,176 | $569.3K | 0.04% | +16+0.3% | Added |
| Vaughan & Co Securities, Inc. | 5,161 | $567.7K | 0.35% | +5,161 | New |
| Moloney Securities Asset Management, LLC | 5,145 | $565.9K | 0.08% | −1,119−17.9% | Reduced |
| Ar Asset Management Inc | 5,100 | $561.0K | 0.13% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 5,098 | $559.1K | 0.05% | +1,529+42.8% | Added |
| Schechter Investment Advisors, LLC | 5,067 | $557.3K | 0.05% | −526−9.4% | Reduced |
| Minot DeBlois Advisors LLC | 5,065 | $557.0K | 0.56% | −49−1.0% | Reduced |
| San Luis Wealth Advisors LLC | 5,444 | $557.0K | 0.13% | −868−13.8% | Reduced |
| Oxford Asset Management LLP | 5,059 | $556.4K | 0.25% | +2,026+66.8% | Added |
| Legacy Capital Group California, Inc. | 5,057 | $556.2K | 0.19% | −47−0.9% | Reduced |
| Discipline Wealth Solutions, LLC | 5,053 | $555.8K | 0.27% | 00.0% | Unchanged |
| Howland Capital Management LLC | 5,047 | $555.1K | 0.02% | −1,006−16.6% | Reduced |
| Wealth Advisory Solutions, LLC | 5,040 | $554.4K | 0.15% | +16+0.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,037 | $554.0K | 0.09% | +853+20.4% | Added |
| Chicago Capital, LLC | 5,026 | $552.8K | 0.02% | +335+7.1% | Added |
| Panagora Asset Management Inc | 5,021 | $552.3K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 5,014 | $551.5K | 0.35% | −65−1.3% | Reduced |
| Stonebridge Financial Group, LLC | 5,001 | $550.1K | 0.06% | −185−3.6% | Reduced |
| Autumn Glory Partners, LLC | 5,000 | $550.0K | 0.28% | +5,000 | New |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $546.0K | 0.30% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 4,889 | $543.6K | 0.05% | +2,121+76.6% | Added |
| Keudell/Morrison Wealth Management | 4,942 | $543.5K | 0.13% | +680+16.0% | Added |
| Patrick M Sweeney & Associates, Inc | 4,933 | $542.6K | 0.41% | +10.0% | Added |
| Leavell Investment Management, Inc. | 4,915 | $540.6K | 0.03% | −336−6.4% | Reduced |
| Reuter James Wealth Management, LLC | 4,911 | $540.2K | 0.09% | −64−1.3% | Reduced |
| Kovack Advisors, Inc. | 4,890 | $537.8K | 0.06% | −107−2.1% | Reduced |
| Coign Capital Advisors LLC | 4,868 | $535.4K | 0.41% | +248+5.4% | Added |
| Narwhal Capital Management | 4,848 | $533.2K | 0.05% | +4,848 | New |
| Occudo Quantitative Strategies LP | 4,862 | $533.2K | 0.07% | −42,217−89.7% | Reduced |
| Elevated Capital Advisors, LLC | 4,843 | $532.7K | 0.15% | −12−0.2% | Reduced |
| First Horizon Advisors, Inc. | 4,841 | $532.7K | 0.02% | −97−2.0% | Reduced |
| McAdam, LLC | 4,842 | $532.6K | 0.03% | −290−5.7% | Reduced |
| Sherbrooke Park Advisers LLC | 4,841 | $532.5K | 0.25% | +4,841 | New |
| Transcend Wealth Collective, LLC | 4,832 | $531.4K | 0.04% | +648+15.5% | Added |
| Ingalls & Snyder LLC | 4,821 | $530.0K | 0.02% | −50−1.0% | Reduced |
| VeraBank, N.A. | 4,814 | $529.5K | 0.15% | −99−2.0% | Reduced |
| CMT Capital Markets Trading GmbH | 4,800 | $528.0K | 0.22% | −6,923−59.1% | Reduced |
| Advisors Management Group Inc | 4,793 | $527.0K | 0.11% | +20.0% | Added |
| VisionPoint Advisory Group, LLC | 4,780 | $525.8K | 0.18% | +737+18.2% | Added |
| Invesco, LLC | 4,771 | $524.8K | 0.22% | −2,437−33.8% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 4,759 | $523.4K | 0.18% | −2,493−34.4% | Reduced |
| N.E.W. Advisory Services LLC | 4,744 | $521.8K | 0.04% | +405+9.3% | Added |
| United Bank | 4,732 | $520.5K | 0.07% | −78,646−94.3% | Reduced |
| Parvin Asset Management, LLC | 4,726 | $519.8K | 0.58% | +706+17.6% | Added |
| Silver Coast Investments LLC | 4,722 | $519.4K | 0.20% | +295+6.7% | Added |
| Brady Martz Wealth Solutions, LLC | 4,718 | $518.9K | 0.12% | −107−2.2% | Reduced |
| Quadcap Wealth Management, LLC | 4,710 | $518.0K | 0.08% | +30+0.6% | Added |
| Versant Capital Management, Inc | 4,693 | $516.2K | 0.09% | +1,110+31.0% | Added |
| Brown Miller Wealth Management, LLC | 4,687 | $515.5K | 0.18% | −6,401−57.7% | Reduced |
| Focus Financial Network, Inc. | 4,673 | $513.9K | 0.02% | −58−1.2% | Reduced |
| MQS Management LLC | 4,656 | $512.1K | 0.29% | +4,656 | New |
| Northstar Group, Inc. | 4,654 | $511.9K | 0.08% | −163−3.4% | Reduced |
| Annex Advisory Services, LLC | 4,651 | $511.6K | 0.01% | +66+1.4% | Added |
| Solitude Financial Services | 4,650 | $511.5K | 0.20% | −150−3.1% | Reduced |
| Blackston Financial Advisory Group, LLC | 4,635 | $509.8K | 0.35% | −249−5.1% | Reduced |
| Deseret Mutual Benefit Administrators | 4,634 | $509.7K | 0.25% | +262+6.0% | Added |
| Archer Investment Corp | 4,624 | $508.6K | 0.13% | +1,163+33.6% | Added |
| Sittner & Nelson, LLC | 4,620 | $508.1K | 0.22% | +488+11.8% | Added |
| City State Bank | 4,612 | $507.3K | 0.17% | −36−0.8% | Reduced |
| J Hagan Capital, Inc. | 4,010 | $505.7K | 0.41% | +4,010 | New |
| Cohen Capital Management, Inc. | 4,585 | $504.3K | 0.09% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,584 | $504.2K | 0.14% | +11+0.2% | Added |
| Flagship Harbor Advisors, LLC | 4,566 | $502.2K | 0.03% | +1,730+61.0% | Added |
| apricus wealth, LLC | 4,554 | $500.9K | 0.30% | −57−1.2% | Reduced |