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 |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 3,785 | $416.3K | 0.12% | +200+5.6% | Added |
| Rogco, LP | 3,773 | $415.0K | 0.17% | −270−6.7% | Reduced |
| WSFS Capital Management, LLC | 3,765 | $414.1K | 0.02% | −1,245−24.9% | Reduced |
| Durante & Waters, LLC | 3,758 | $413.3K | 0.35% | +2+0.1% | Added |
| Chicago Trust Co NA | 3,748 | $412.2K | 0.07% | −353−8.6% | Reduced |
| Clearbridge Investments, LLC | 3,739 | $411.2K | 0.00% | −3,413−47.7% | Reduced |
| Centerline Wealth Advisors, LLC | 3,728 | $410.1K | 0.24% | +10.0% | Added |
| Franklin Street Advisors Inc | 3,717 | $409.0K | 0.03% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,701 | $407.1K | 0.03% | −912−19.8% | Reduced |
| Smith, Moore & Co. | 3,670 | $403.7K | 0.04% | −278−7.0% | Reduced |
| Family Legacy, Inc. | 3,669 | $403.5K | 0.14% | −20−0.5% | Reduced |
| Stone Point Wealth LLC | 3,664 | $403.0K | 0.14% | −7,348−66.7% | Reduced |
| Sar Wealth Management Group, LLC | 3,660 | $402.6K | 0.27% | +3+0.1% | Added |
| American Alpha Advisors, LLC | 3,645 | $400.9K | 0.36% | +3,645 | New |
| Spurstone Advisory Services, LLC | 3,642 | $400.6K | 7.79% | +2,189+150.7% | Added |
| Herold Advisors, Inc. | 3,622 | $398.5K | 0.09% | +908+33.5% | Added |
| First Financial Bank - Trust Division | 3,621 | $398.3K | 0.04% | −1,049−22.5% | Reduced |
| Mountain Hill Investment Partners Corp. | 3,621 | $398.3K | 0.39% | +1,600+79.2% | Added |
| Coordinated Financial Services, Inc. | 3,607 | $396.7K | 0.30% | +3,607 | New |
| Penserra Capital Management LLC | 3,602 | $395.0K | 0.01% | −1,692−32.0% | Reduced |
| Finward Bancorp | 3,560 | $391.6K | 0.34% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 3,560 | $391.6K | 0.07% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 3,559 | $391.5K | 0.08% | −897−20.1% | Reduced |
| Journey Advisory Group, LLC | 3,557 | $391.2K | 0.03% | +231+6.9% | Added |
| Sound View Wealth Advisors Group, LLC | 3,516 | $386.8K | 0.03% | −1,219−25.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,508 | $385.8K | 0.26% | +3+0.1% | Added |
| First County Bank | 3,506 | $385.6K | 0.21% | −391−10.0% | Reduced |
| TBH Global Asset Management, LLC | 3,497 | $384.6K | 0.07% | +1,251+55.7% | Added |
| Eqis Capital Management, Inc. | 3,484 | $383.2K | 0.03% | −3,084−47.0% | Reduced |
| Kentucky Trust Co | 3,473 | $382.0K | 0.23% | −30−0.9% | Reduced |
| Wedmont Private Capital | 3,930 | $381.5K | 0.02% | +797+25.4% | Added |
| CWA Asset Management Group, LLC | 3,467 | $381.3K | 0.02% | +193+5.9% | Added |
| American National Bank | 3,448 | $379.2K | 0.04% | +48+1.4% | Added |
| Farmers Trust Co | 3,430 | $377.3K | 0.07% | +605+21.4% | Added |
| Keel Point, LLC | 3,428 | $377.0K | 0.03% | +530+18.3% | Added |
| Heritage Wealth Advisors | 3,414 | $375.5K | 0.02% | −293−7.9% | Reduced |
| LVW Advisors, LLC | 3,411 | $375.2K | 0.05% | −151−4.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,401 | $374.1K | 0.09% | −44−1.3% | Reduced |
| West Tower Group, LLC | 3,400 | $374.0K | 0.98% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 3,397 | $373.6K | 0.31% | −239−6.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,394 | $373.3K | 0.35% | +448+15.2% | Added |
| Thrive Wealth Management, LLC | 3,386 | $372.4K | 0.07% | +1,056+45.3% | Added |
| Personal Cfo Solutions, LLC | 3,379 | $371.6K | 0.08% | +431+14.6% | Added |
| St. Johns Investment Management Company, LLC | 3,368 | $370.4K | 0.18% | −306−8.3% | Reduced |
| LMG Wealth Partners, LLC | 3,344 | $367.8K | 0.08% | +82+2.5% | Added |
| Parkside Financial Bank & Trust | 3,340 | $367.4K | 0.05% | +1,137+51.6% | Added |
| Cascade Financial Partners, LLC | 3,326 | $365.8K | 0.05% | +35+1.1% | Added |
| Sax Wealth Advisors, LLC | 3,322 | $365.4K | 0.03% | −2,907−46.7% | Reduced |
| Caxton Associates LLP | 3,297 | $362.6K | 0.01% | +3,297 | New |
| Montis Financial, LLC | 3,295 | $362.5K | 0.11% | 00.0% | Unchanged |
| First Long Island Investors, LLC | 3,293 | $362.2K | 0.03% | −111,526−97.1% | Reduced |
| Claris Financial LLC | 2,871 | $362.0K | 0.24% | 00.0% | Unchanged |
| Kennedy Investment Group | 3,278 | $360.5K | 0.17% | +173+5.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,700 | $359.7K | 0.00% | −900−19.6% | Reduced |
| Sterling Investment Counsel, LLC | 3,258 | $358.4K | 0.12% | +20+0.6% | Added |
| MONECO Advisors, LLC | 3,251 | $357.6K | 0.04% | +3,251 | New |
| FRG Family Wealth Advisors LLC | 3,250 | $357.5K | 0.07% | −140−4.1% | Reduced |
| SevenBridge Financial Group, LLC | 3,532 | $357.4K | 0.07% | −2,530−41.7% | Reduced |
| Good Steward Wealth Advisors,LLC | 3,236 | $355.9K | 0.32% | +3,236 | New |
| JBGlobal.com LLC | 3,216 | $353.7K | 0.37% | +3,216 | New |
| Simmons Bank | 3,194 | $351.3K | 0.03% | −386−10.8% | Reduced |
| Atlas Wealth LLC | 3,186 | $350.4K | 0.14% | +435+15.8% | Added |
| Fortis Capital Advisors, LLC | 3,185 | $350.3K | 0.07% | +104+3.4% | Added |
| L2 Asset Management, LLC | 3,164 | $348.0K | 0.07% | +289+10.1% | Added |
| Chase Investment Counsel Corp | 3,165 | $348.0K | 0.13% | −16−0.5% | Reduced |
| Segment Wealth Management, LLC | 3,142 | $345.6K | 0.02% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,139 | $345.3K | 0.01% | −248−7.3% | Reduced |
| Weatherly Asset Management L. P. | 3,137 | $345.0K | 0.03% | +20+0.6% | Added |
| Vision Financial Markets LLC | 3,134 | $344.6K | 0.38% | +23+0.7% | Added |
| Vista Investment Partners LLC | 3,131 | $344.4K | 0.10% | −141−4.3% | Reduced |
| Versor Investments LP | 3,125 | $343.7K | 0.06% | +3,125 | New |
| Platform Technology Partners | 3,124 | $343.7K | 0.10% | +554+21.6% | Added |
| Onyx Bridge Wealth Group LLC | 3,124 | $343.6K | 0.05% | −532−14.6% | Reduced |
| LGT Group Foundation | 3,121 | $343.3K | 0.00% | +870+38.6% | Added |
| First Affirmative Financial Network | 3,114 | $342.5K | 0.21% | −230−6.9% | Reduced |
| NWF Advisory Services Inc. | 3,112 | $342.2K | 0.05% | −1,025−24.8% | Reduced |
| Trust Point Inc. | 3,108 | $341.9K | 0.03% | −2,024−39.4% | Reduced |
| Bluefin Capital Management, LLC | 3,100 | $341.0K | 0.27% | +3,100 | New |
| Somerset Trust Co | 3,092 | $340.1K | 0.12% | +1,022+49.4% | Added |
| Range Financial Group LLC | 3,091 | $339.9K | 0.15% | −1,347−30.4% | Reduced |
| Weaver Consulting Group | 3,089 | $339.7K | 0.10% | +36+1.2% | Added |
| Eaton-Cambridge Inc. | 3,072 | $337.9K | 0.15% | −166−5.1% | Reduced |
| Pflug Koory, LLC | 3,072 | $337.9K | 0.19% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,064 | $337.0K | 0.05% | −115−3.6% | Reduced |
| Diamant Asset Management, Inc. | 3,060 | $336.6K | 0.26% | −1,000−24.6% | Reduced |
| Dana Investment Advisors, Inc. | 3,054 | $335.9K | 0.01% | +75+2.5% | Added |
| Bingham Private Wealth, LLC | 3,050 | $335.5K | 0.35% | +666+27.9% | Added |
| Traynor Capital Management, Inc. | 3,047 | $335.1K | 0.03% | +551+22.1% | Added |
| Dividend Assets Capital, LLC | 3,040 | $334.3K | 0.06% | +14+0.5% | Added |
| Heartland Bank & Trust Co | 3,031 | $333.4K | 0.17% | +3,031 | New |
| Retirement Planning Co of New England, Inc. | 3,023 | $332.6K | 0.17% | +504+20.0% | Added |
| Mason & Associates, LLC | 3,023 | $332.5K | 0.10% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 3,022 | $332.4K | 0.32% | +3,022 | New |
| World Equity Group, Inc. | 2,810 | $331.2K | 0.09% | −2,252−44.5% | Reduced |
| Washington Trust Co | 3,004 | $330.4K | 0.01% | −3,172−51.4% | Reduced |
| Liberty Capital Management, Inc. | 3,000 | $330.0K | 0.07% | −35−1.2% | Reduced |
| Gibbs Wealth Management | 2,997 | $329.6K | 0.08% | +849+39.5% | Added |
| Hardy Reed LLC | 2,993 | $329.2K | 0.03% | +182+6.5% | Added |
| E&G Advisors, LP | 2,969 | $326.6K | 0.09% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 2,966 | $326.3K | 0.00% | −162−5.2% | Reduced |