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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 2,959 | $325.5K | 0.01% | −115−3.7% | Reduced |
| waypoint wealth counsel | 2,951 | $324.5K | 0.20% | +609+26.0% | Added |
| Successful Portfolios LLC | 2,932 | $322.4K | 0.22% | +113+4.0% | Added |
| Luken Investment Analytics, LLC | 2,919 | $321.1K | 0.15% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,919 | $321.0K | 0.02% | 00.0% | Unchanged |
| Generation Capital Management LLC | 2,909 | $320.0K | 0.29% | 00.0% | Unchanged |
| CogentBlue Wealth Advisors, LLC | 2,909 | $320.0K | 0.28% | +326+12.6% | Added |
| Sentinus, LLC | 2,909 | $319.9K | 0.09% | −1,083−27.1% | Reduced |
| WealthTrak Capital Management LLC | 2,885 | $317.3K | 0.27% | −3−0.1% | Reduced |
| FLC Capital Advisors | 2,882 | $317.0K | 0.07% | +310+12.1% | Added |
| Ellis Investment Partners, LLC | 2,877 | $316.5K | 0.07% | −40−1.4% | Reduced |
| Continuum Advisory, LLC | 2,875 | $316.2K | 0.04% | −18−0.6% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 2,870 | $315.7K | 0.17% | −2,210−43.5% | Reduced |
| Accurate Wealth Management, LLC | 3,243 | $314.8K | 0.06% | −745−18.7% | Reduced |
| Vista Investment Management | 2,861 | $314.7K | 0.12% | −79−2.7% | Reduced |
| Capital Advantage, Inc. | 2,485 | $313.3K | 0.06% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 2,844 | $312.8K | 0.16% | +27+1.0% | Added |
| VELA Investment Management, LLC | 2,841 | $312.5K | 0.11% | +2,841 | New |
| Fiduciary Alliance LLC | 2,828 | $311.0K | 0.03% | +248+9.6% | Added |
| Granite Investment Partners, LLC | 2,822 | $310.4K | 0.02% | −500−15.1% | Reduced |
| MKT Advisors LLC | 3,243 | $309.9K | 0.15% | +32+1.0% | Added |
| IFG Advisors, LLC | 2,816 | $309.7K | 0.06% | +7+0.2% | Added |
| Vance Wealth, Inc. | 2,815 | $309.6K | 0.12% | −178−5.9% | Reduced |
| Burns Matteson Capital Management, LLC | 2,812 | $309.3K | 0.17% | +213+8.2% | Added |
| Financial Management Professionals, Inc. | 2,809 | $309.0K | 0.04% | +95+3.5% | Added |
| 1776 Wealth LLC | 2,803 | $308.3K | 0.14% | 00.0% | Unchanged |
| Country Trust Bank | 2,801 | $308.1K | 0.01% | +179+6.8% | Added |
| Clear Street Markets LLC | 2,800 | $308.0K | 0.21% | +2,800 | New |
| Golden State Equity Partners | 2,796 | $307.6K | 0.06% | +2+0.1% | Added |
| Aegis Wealth Management LLC | 2,786 | $306.4K | 0.18% | −2−0.1% | Reduced |
| BIP Wealth, LLC | 2,784 | $306.2K | 0.02% | −116−4.0% | Reduced |
| Shepherd Financial Partners LLC | 2,779 | $305.7K | 0.04% | −114−3.9% | Reduced |
| Harbour Capital Advisors, LLC | 3,047 | $305.1K | 0.08% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 2,770 | $304.7K | 0.00% | −557−16.7% | Reduced |
| Palumbo Wealth Management LLC | 2,759 | $303.4K | 0.10% | −47−1.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,755 | $303.0K | 0.03% | −100−3.5% | Reduced |
| Evoke Wealth, LLC | 2,753 | $302.8K | 0.01% | +354+14.8% | Added |
| Mechanics Financial Corp | 2,752 | $302.7K | 0.14% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 2,750 | $302.5K | 0.03% | −145−5.0% | Reduced |
| Clarius Group, LLC | 2,748 | $302.3K | 0.02% | +165+6.4% | Added |
| ORG Wealth Partners, LLC | 2,752 | $301.9K | 0.09% | +2,752 | New |
| Birch Financial Group, LLC | 2,743 | $301.7K | 0.27% | +2,743 | New |
| Southland Equity Partners LLC | 2,735 | $300.9K | 0.07% | +47+1.7% | Added |
| Jacksonville Wealth Management, LLC | 2,734 | $300.7K | 0.30% | −158−5.5% | Reduced |
| Bank of Jackson Hole Trust | 2,526 | $300.7K | 0.19% | +125+5.2% | Added |
| Core Alternative Capital | 2,724 | $299.6K | 0.07% | −82−2.9% | Reduced |
| Cannon Financial Strategists, Inc. | 2,719 | $299.1K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 2,719 | $299.1K | 0.08% | +2,201+424.9% | Added |
| MBB Public Markets I LLC | 2,700 | $297.0K | 0.03% | +2,700 | New |
| Thomasville National Bank | 2,699 | $296.9K | 0.02% | −74−2.7% | Reduced |
| Kercheville Advisors, LLC | 2,687 | $295.5K | 0.12% | +1,100+69.3% | Added |
| CHB Investment Group, LLC | 2,680 | $295.0K | 0.16% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 3,057 | $294.7K | 0.33% | −251−7.6% | Reduced |
| Breakwater Capital Group | 2,676 | $294.3K | 0.05% | +296+12.4% | Added |
| Silverlake Wealth Management LLC | 2,667 | $293.3K | 0.11% | +11+0.4% | Added |
| Liberty Wealth Management LLC | 2,661 | $292.6K | 0.06% | −469−15.0% | Reduced |
| JBR Co Financial Management Inc | 2,658 | $292.4K | 0.17% | +2,658 | New |
| Meeder Asset Management Inc | 2,655 | $292.0K | 0.02% | −1,845−41.0% | Reduced |
| PCG Asset Management, LLC | 2,652 | $291.7K | 0.27% | −380−12.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,652 | $291.7K | 0.02% | 00.0% | Unchanged |
| Suncoast Equity Management | 2,652 | $291.7K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,650 | $291.5K | 0.08% | −888−25.1% | Reduced |
| Trustco Bank Corp N Y | 2,643 | $290.7K | 0.32% | −112−4.1% | Reduced |
| Fortitude Family Office, LLC | 2,643 | $290.7K | 0.10% | −450−14.5% | Reduced |
| HCR Wealth Advisors | 2,627 | $288.9K | 0.04% | −2−0.1% | Reduced |
| Viawealth, LLC | 2,626 | $288.8K | 0.18% | −550−17.3% | Reduced |
| Traphagen Investment Advisors LLC | 2,624 | $288.7K | 0.03% | +536+25.7% | Added |
| Royal Capital Wealth Management, LLC | 2,620 | $288.2K | 0.20% | +7+0.3% | Added |
| Kiker Wealth Management, LLC | 2,615 | $287.6K | 0.20% | −210−7.4% | Reduced |
| New Covenant Trust Company, N.A. | 2,611 | $286.3K | 0.30% | −61−2.3% | Reduced |
| Peavine Capital, LLC | 2,600 | $286.0K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,589 | $284.7K | 0.02% | +2,589 | New |
| Wrapmanager Inc | 2,583 | $284.1K | 0.07% | −114−4.2% | Reduced |
| Novem Group | 2,581 | $283.8K | 0.04% | +2,581 | New |
| HHM Wealth Advisors, LLC | 2,576 | $283.3K | 0.04% | +2+0.1% | Added |
| Wynn Capital, LLC | 2,564 | $282.1K | 0.17% | +240+10.3% | Added |
| Lifeworks Advisors, LLC | 2,563 | $281.9K | 0.05% | +17+0.7% | Added |
| DAGCO, Inc. | 2,559 | $281.5K | 0.09% | −361−12.4% | Reduced |
| Spirit of America Management Corp | 2,550 | $280.5K | 0.06% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 2,546 | $280.0K | 0.08% | +11+0.4% | Added |
| Sharp Financial Services, LLC | 2,542 | $279.6K | 0.21% | −473−15.7% | Reduced |
| Sterling Capital Management LLC | 2,539 | $279.3K | 0.00% | −313−11.0% | Reduced |
| Johnson & White Wealth Management, LLC | 2,524 | $278.0K | 0.16% | +399+18.8% | Added |
| Colonial Trust Advisors | 2,524 | $277.6K | 0.02% | −28−1.1% | Reduced |
| Pacitti Group Inc. | 2,522 | $277.4K | 0.13% | −128−4.8% | Reduced |
| Harbor Investment Advisory, LLC | 2,518 | $277.0K | 0.03% | +178+7.6% | Added |
| Ti-Trust, Inc | 2,515 | $276.6K | 0.18% | 00.0% | Unchanged |
| First PREMIER Bank | 2,518 | $276.0K | 0.07% | +465+22.6% | Added |
| Austin Asset Management Co Inc | 2,505 | $275.5K | 0.06% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,505 | $275.5K | 0.13% | −3,792−60.2% | Reduced |
| Corps Capital Advisors, LLC | 2,500 | $275.0K | 0.29% | 00.0% | Unchanged |
| Curat Global, LLC | 2,500 | $275.0K | 0.34% | +2,500 | New |
| ISAM Funds (UK) Ltd | 2,495 | $274.4K | 0.14% | −1,299−34.2% | Reduced |
| McGuire Investment Group, LLC | 2,494 | $274.3K | 0.04% | −60−2.3% | Reduced |
| Catalyst Financial Partners LLC | 2,492 | $274.1K | 0.05% | −279−10.1% | Reduced |
| RIA Advisory Group LLC | 2,488 | $273.6K | 0.09% | +34+1.4% | Added |
| 3Chopt Investment Partners, LLC | 2,483 | $273.1K | 0.07% | +2,483 | New |
| Phillips Wealth Planners LLC | 2,795 | $271.3K | 0.29% | +2,795 | New |
| Fortis Group Advisors, LLC | 2,461 | $270.7K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,460 | $270.6K | 0.02% | −249−9.2% | Reduced |