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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Hutner Capital Management Inc | 4,552 | $500.6K | 0.21% | −699−13.3% | Reduced |
| Archford Capital Strategies, LLC | 4,547 | $500.1K | 0.07% | −657−12.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,538 | $499.0K | 0.12% | −86−1.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,533 | $498.6K | 0.10% | +328+7.8% | Added |
| Ritholtz Wealth Management | 4,531 | $498.4K | 0.01% | +2,209+95.1% | Added |
| Simon Quick Advisors, LLC | 4,516 | $496.8K | 0.03% | +450+11.1% | Added |
| Encompass More Asset Management | 4,514 | $496.5K | 0.15% | +2,442+117.9% | Added |
| Capital Analysts, LLC | 4,511 | $496.0K | 0.02% | −653−12.6% | Reduced |
| Moody National Bank Trust Division | 4,501 | $495.1K | 0.05% | −22−0.5% | Reduced |
| Buttonwood Financial Advisors Inc. | 4,499 | $494.9K | 0.22% | −194−4.1% | Reduced |
| CFS Investment Advisory Services, LLC | 4,494 | $494.0K | 0.04% | −61−1.3% | Reduced |
| Ci Investments Inc. | 4,471 | $492.0K | 0.00% | −181−3.9% | Reduced |
| WestHill Financial Advisors, Inc. | 4,457 | $490.3K | 0.11% | +20.0% | Added |
| Global Assets Advisory, LLC | 4,884 | $489.8K | 0.09% | +1,855+61.2% | Added |
| RDA Financial Network | 4,452 | $489.6K | 0.15% | +355+8.7% | Added |
| Perbak Capital Partners LLP | 4,450 | $489.5K | 0.36% | +4,450 | New |
| Winthrop Advisory Group LLC | 4,448 | $489.2K | 0.06% | −228−4.9% | Reduced |
| Accuvest Global Advisors | 4,442 | $489.0K | 0.42% | +4,442 | New |
| Wimmer Associates 1, LLC | 4,881 | $487.2K | 0.26% | −2,665−35.3% | Reduced |
| Net Worth Advisory Group | 4,425 | $486.7K | 0.15% | −18−0.4% | Reduced |
| Powers Advisory Group, LLC | 4,423 | $486.5K | 0.23% | +292+7.1% | Added |
| Northcape Wealth Management, LLC | 4,415 | $485.6K | 0.16% | +208+4.9% | Added |
| Wallace Advisory Group, LLC | 3,844 | $484.7K | 0.34% | −207−5.1% | Reduced |
| Claro Advisors LLC | 4,400 | $484.0K | 0.06% | +744+20.4% | Added |
| Allred Capital Management, LLC | 4,397 | $483.6K | 0.19% | +5+0.1% | Added |
| Valmark Advisers, Inc. | 4,383 | $482.1K | 0.01% | −193−4.2% | Reduced |
| Salvus Wealth Management, LLC | 4,363 | $479.9K | 0.30% | +379+9.5% | Added |
| High Net Worth Advisory Group LLC | 4,363 | $479.9K | 0.14% | −220−4.8% | Reduced |
| Raiffeisen Bank International AG | 4,353 | $477.4K | 0.01% | +1,086+33.2% | Added |
| Easterly Investment Partners LLC | 4,316 | $474.7K | 0.04% | −6,760−61.0% | Reduced |
| OmniStar Financial Group, Inc. | 4,287 | $474.1K | 0.37% | +243+6.0% | Added |
| Collaborative Wealth Managment Inc. | 4,306 | $473.6K | 0.22% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 4,305 | $473.5K | 0.35% | −350−7.5% | Reduced |
| Meyer Handelman Co | 4,300 | $473.0K | 0.02% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 4,299 | $472.8K | 0.42% | +4,299 | New |
| Waldron Private Wealth LLC | 4,285 | $471.4K | 0.02% | −1,364−24.1% | Reduced |
| ABLE Financial Group, LLC | 4,279 | $470.6K | 0.13% | +596+16.2% | Added |
| SC&H Financial Advisors, Inc. | 4,273 | $470.0K | 0.09% | −1,000−19.0% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,271 | $469.8K | 0.19% | −100−2.3% | Reduced |
| Bollard Group LLC | 4,266 | $469.0K | 0.01% | +58+1.4% | Added |
| Syon Capital LLC | 4,240 | $466.4K | 0.04% | −1,076−20.2% | Reduced |
| Ipsen Advisor Group LLC | 4,238 | $466.1K | 0.40% | +4,238 | New |
| Lazard Asset Management LLC | 4,247 | $466.0K | 0.00% | −1,128−21.0% | Reduced |
| Flossbach Von Storch AG | 4,225 | $464.7K | 0.00% | +4,225 | New |
| Patten & Patten Inc | 4,218 | $464.0K | 0.03% | +830+24.5% | Added |
| Central Bank & Trust Co | 4,217 | $463.8K | 0.08% | +228+5.7% | Added |
| ZWJ Investment Counsel Inc | 4,189 | $460.7K | 0.02% | −680−14.0% | Reduced |
| Revolve Wealth Partners, LLC | 4,187 | $460.5K | 0.07% | −235−5.3% | Reduced |
| EverSource Wealth Advisors, LLC | 4,184 | $460.2K | 0.03% | +299+7.7% | Added |
| Womack Financial LLC | 4,172 | $458.9K | 0.42% | −64−1.5% | Reduced |
| Capital Asset Advisory Services LLC | 4,161 | $458.5K | 0.02% | −828−16.6% | Reduced |
| NCM Capital Management, LLC | 4,166 | $458.2K | 0.21% | −244−5.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,156 | $457.1K | 0.23% | +974+30.6% | Added |
| Roble, Belko & Company, Inc | 4,146 | $456.0K | 0.07% | +632+18.0% | Added |
| Wealthspire Advisors, LLC | 4,129 | $454.1K | 0.00% | −282−6.4% | Reduced |
| Juncture Wealth Strategies, LLC | 4,124 | $453.6K | 0.18% | +101+2.5% | Added |
| Patriot Investment Management Inc. | 4,120 | $453.2K | 0.03% | −180−4.2% | Reduced |
| Greenwich Wealth Management LLC | 4,116 | $453.0K | 0.03% | −529−11.4% | Reduced |
| Ambassador Advisors, LLC | 4,095 | $450.4K | 0.08% | −99−2.4% | Reduced |
| Thoroughbred Financial Services, LLC | 4,094 | $450.0K | 0.03% | +9+0.2% | Added |
| Lindbrook Capital, LLC | 4,068 | $447.5K | 0.04% | +799+24.4% | Added |
| Shakespeare Wealth Management, Inc. | 4,062 | $446.8K | 0.12% | −19−0.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,058 | $446.3K | 0.09% | −1,134−21.8% | Reduced |
| First Nebraska Trust Co | 4,044 | $444.8K | 0.04% | +180+4.7% | Added |
| Summit Asset Management, LLC | 4,027 | $442.9K | 0.08% | −45−1.1% | Reduced |
| Alliance Wealth Advisors, LLC | 4,022 | $442.4K | 0.12% | +1,028+34.3% | Added |
| Pettee Investors, Inc. | 4,020 | $442.2K | 0.26% | −250−5.9% | Reduced |
| JFS Wealth Advisors, LLC | 4,016 | $441.7K | 0.03% | −410−9.3% | Reduced |
| Eastern Bank | 3,996 | $439.5K | 0.01% | −1,387−25.8% | Reduced |
| Tyche Wealth Partners LLC | 3,995 | $439.4K | 0.10% | −3,252−44.9% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,015 | $438.8K | 0.03% | +806+25.1% | Added |
| Arjuna Capital | 3,980 | $437.8K | 0.12% | −70−1.7% | Reduced |
| Advisor Resource Council | 3,970 | $436.6K | 0.04% | +3,970 | New |
| Caldwell Sutter Capital, Inc. | 3,965 | $436.1K | 0.21% | +61+1.6% | Added |
| Barr E S & Co | 3,958 | $435.3K | 0.03% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 3,951 | $434.5K | 0.06% | +1,277+47.8% | Added |
| Shum Financial Group, Inc. | 3,949 | $434.4K | 0.38% | +153+4.0% | Added |
| Krane Funds Advisors LLC | 3,949 | $434.4K | 0.01% | +962+32.2% | Added |
| Peoples Financial Services Corp. | 3,944 | $433.8K | 0.21% | −310−7.3% | Reduced |
| Chicago Partners Investment Group LLC | 4,616 | $433.7K | 0.01% | +144+3.2% | Added |
| Jeppson Wealth Management, LLC | 3,943 | $433.7K | 0.16% | +1,175+42.4% | Added |
| White Knight Strategic Wealth Advisors, LLC | 3,942 | $433.6K | 0.40% | −5,552−58.5% | Reduced |
| Greenfield Savings Bank | 3,942 | $433.6K | 0.21% | +70+1.8% | Added |
| Seelaus Asset Management LLC | 3,903 | $429.2K | 0.41% | +4+0.1% | Added |
| Strategic Investment Solutions, Inc. | 3,890 | $427.9K | 0.12% | −947−19.6% | Reduced |
| 111 Capital | 3,869 | $425.6K | 0.08% | −3,865−50.0% | Reduced |
| FORA Capital, LLC | 3,866 | $425.2K | 0.04% | −1,272−24.8% | Reduced |
| Smith, Salley & Associates | 3,860 | $424.6K | 0.03% | −50−1.3% | Reduced |
| LexAurum Advisors, LLC | 3,851 | $423.5K | 0.08% | +1,104+40.2% | Added |
| Conning Inc. | 3,839 | $422.3K | 0.01% | −12−0.3% | Reduced |
| Wolverine Trading, LLC | 3,846 | $421.8K | 0.01% | −19,796−83.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,829 | $421.2K | 0.15% | −354−8.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 4,330 | $420.4K | 0.03% | −33−0.8% | Reduced |
| S.A. Mason LLC | 3,810 | $419.1K | 0.22% | +19+0.5% | Added |
| Diversify Wealth Management, LLC | 4,331 | $419.0K | 0.03% | −721−14.3% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 3,806 | $418.6K | 0.48% | +1,900+99.7% | Added |
| LMR Partners LLP | 3,800 | $418.0K | 0.01% | +3,800 | New |
| Alta Advisers Ltd | 3,794 | $417.3K | 0.18% | +1,400+58.5% | Added |
| Farringdon Capital, Ltd. | 3,791 | $417.0K | 0.21% | +3,791 | New |
| Wealth Architects, LLC | 3,788 | $416.7K | 0.05% | +3,788 | New |