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 |
|---|---|---|---|---|---|
| LCNB Corp | 2,455 | $270.0K | 0.10% | −65−2.6% | Reduced |
| Lane & Associates LLC | 2,449 | $269.3K | 0.15% | +157+6.8% | Added |
| HBW Advisory Services LLC | 2,448 | $269.3K | 0.04% | +584+31.3% | Added |
| Center for Financial Planning, Inc. | 2,446 | $269.0K | 0.03% | −91−3.6% | Reduced |
| Tandem Investment Advisors, Inc. | 2,442 | $269.0K | 0.01% | +829+51.4% | Added |
| Shufro Rose & Co LLC | 2,435 | $267.8K | 0.02% | −30−1.2% | Reduced |
| Sheets Smith Wealth Management | 2,430 | $267.3K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,428 | $267.1K | 0.17% | −64−2.6% | Reduced |
| Bill Few Associates, Inc. | 2,426 | $266.8K | 0.10% | +288+13.5% | Added |
| Ipswich Investment Management Co., Inc. | 2,425 | $266.7K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,424 | $266.6K | 0.04% | −179−6.9% | Reduced |
| Plancorp, LLC | 2,418 | $266.0K | 0.01% | +31+1.3% | Added |
| Synergy Financial Group, LTD | 2,415 | $265.6K | 0.24% | +2,415 | New |
| Morris Retirement Advisors, LLC | 2,413 | $265.4K | 0.14% | −972−28.7% | Reduced |
| Financial Engines Advisors L.L.C. | 2,407 | $265.0K | 0.00% | −258−9.7% | Reduced |
| Joule Financial, LLC | 2,409 | $265.0K | 0.09% | −208−7.9% | Reduced |
| Allegheny Financial Group LTD | 2,391 | $263.1K | 0.07% | −18−0.7% | Reduced |
| Ransom Advisory, Ltd | 2,387 | $262.5K | 0.13% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,676 | $262.0K | 0.03% | −852−24.1% | Reduced |
| Delta Financial Advisors LLC | 2,377 | $261.5K | 0.10% | −171−6.7% | Reduced |
| Graypoint LLC | 2,358 | $259.3K | 0.02% | −1,015−30.1% | Reduced |
| Douglas Lane & Associates, LLC | 2,353 | $258.8K | 0.00% | −349−12.9% | Reduced |
| Atlas Brown,Inc. | 2,350 | $258.5K | 0.09% | −12−0.5% | Reduced |
| Premier Path Wealth Partners, LLC | 2,349 | $258.3K | 0.04% | −306−11.5% | Reduced |
| Davidson Trust Co | 2,342 | $257.6K | 0.12% | +37+1.6% | Added |
| Adirondack Trust Co | 2,328 | $256.0K | 0.10% | −305−11.6% | Reduced |
| David Loasby | 2,647 | $255.6K | 0.03% | −775−22.6% | Reduced |
| Sweeney & Michel, LLC | 2,778 | $255.4K | 0.11% | +2,778 | New |
| Guardian Investment Management | 2,300 | $255.3K | 0.22% | −1,500−39.5% | Reduced |
| Pittenger & Anderson Inc | 2,317 | $254.8K | 0.01% | −1,000−30.1% | Reduced |
| Sollinda Capital Management LLC | 2,315 | $254.6K | 0.07% | −40−1.7% | Reduced |
| 180 Wealth Advisors, LLC | 2,314 | $254.5K | 0.04% | +36+1.6% | Added |
| 360 Financial, Inc. | 2,311 | $254.2K | 0.09% | 00.0% | Unchanged |
| Finley Financial, LLC | 2,626 | $254.0K | 0.14% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 2,305 | $253.6K | 0.07% | +245+11.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,303 | $253.3K | 0.14% | −200−8.0% | Reduced |
| Options Solutions, LLC | 2,300 | $253.0K | 0.12% | +290+14.4% | Added |
| Cove Private Wealth, LLC | 2,300 | $253.0K | 0.13% | +2,300 | New |
| Optas, LLC | 2,297 | $252.6K | 0.04% | +99+4.5% | Added |
| Alliance Wealth Advisors, LLC | 2,295 | $252.4K | 0.15% | −264−10.3% | Reduced |
| Capital Performance Advisors LLP | 2,295 | $252.4K | 0.06% | +2,295 | New |
| Verus Capital Partners, LLC | 2,293 | $252.2K | 0.03% | −602−20.8% | Reduced |
| Hickory Point Bank & Trust | 2,286 | $251.4K | 0.22% | −24−1.0% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,267 | $249.3K | 0.10% | +206+10.0% | Added |
| S&CO Inc | 2,270 | $249.0K | 0.02% | −1,000−30.6% | Reduced |
| Lyell Wealth Management, LP | 2,263 | $248.9K | 0.02% | 00.0% | Unchanged |
| Oakland Financial Corp | 2,250 | $247.5K | 3.66% | 00.0% | Unchanged |
| Leo Wealth, LLC | 2,245 | $246.9K | 0.04% | −2,750−55.1% | Reduced |
| Grove Bank & Trust | 2,239 | $246.3K | 0.03% | −90−3.9% | Reduced |
| Diversify Advisory Services, LLC | 2,534 | $245.1K | 0.02% | −5,052−66.6% | Reduced |
| PSI Advisors, LLC | 2,227 | $244.9K | 0.08% | +771+53.0% | Added |
| CV Advisors LLC | 2,225 | $244.7K | 0.09% | +2,225 | New |
| Guardian Partners Inc. | 2,510 | $244.0K | 0.03% | −170−6.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,213 | $243.4K | 0.04% | +4+0.2% | Added |
| Sym Financial Corp | 2,200 | $242.0K | 0.03% | +2,200 | New |
| ZEGA Investments, LLC | 2,195 | $241.4K | 0.07% | +52+2.4% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,193 | $241.2K | 0.19% | +2,193 | New |
| Cape Investment Advisory, Inc. | 2,192 | $241.1K | 0.10% | −693−24.0% | Reduced |
| SBI Securities Co., Ltd. | 2,181 | $239.9K | 0.01% | +774+55.0% | Added |
| Chancellor Financial Group WB LP | 2,180 | $239.8K | 0.20% | −200−8.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 2,174 | $239.1K | 0.12% | −12−0.5% | Reduced |
| New Hampshire Trust | 2,172 | $238.9K | 0.05% | +447+25.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,161 | $237.7K | 0.10% | +560+35.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,149 | $236.3K | 0.08% | +9+0.4% | Added |
| Meadow Creek Wealth Advisors LLC | 2,134 | $234.7K | 0.18% | +209+10.9% | Added |
| Busey Wealth Management | 2,130 | $234.3K | 0.01% | +90+4.4% | Added |
| Haven Capital Group, Inc. | 2,127 | $234.0K | 0.26% | 00.0% | Unchanged |
| Evexia Wealth LLC | 2,341 | $233.3K | 0.08% | −10−0.4% | Reduced |
| SFMG, LLC | 2,118 | $233.0K | 0.02% | −4−0.2% | Reduced |
| Pines Wealth Management, LLC | 2,527 | $232.3K | 0.11% | −334−11.7% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 2,099 | $230.9K | 0.03% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 2,095 | $230.4K | 0.16% | −225−9.7% | Reduced |
| Howard Financial Services, Ltd. | 2,092 | $230.1K | 0.03% | −277−11.7% | Reduced |
| Sunpointe, LLC | 2,091 | $230.0K | 0.12% | +41+2.0% | Added |
| Acorns Advisers, LLC | 2,087 | $230.0K | 0.00% | +458+28.1% | Added |
| Altus Wealth Group LLC | 2,091 | $230.0K | 0.11% | +69+3.4% | Added |
| Creative Financial Designs Inc | 2,085 | $229.3K | 0.02% | +224+12.0% | Added |
| Tennessee Valley Asset Management Partners | 2,079 | $228.7K | 0.04% | −215−9.4% | Reduced |
| Liberty Square Wealth Partners LLC | 2,078 | $228.6K | 0.09% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 2,070 | $227.7K | 0.12% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,069 | $227.6K | 0.04% | −189−8.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 2,068 | $227.5K | 0.01% | 00.0% | Unchanged |
| IMS Capital Management | 2,065 | $227.1K | 0.11% | +111+5.7% | Added |
| Cowa, LLC | 2,047 | $225.2K | 0.10% | +2,047 | New |
| Benedict Financial Advisors Inc | 2,045 | $225.0K | 0.05% | −25−1.2% | Reduced |
| Detalus Advisors, LLC | 2,044 | $224.8K | 0.07% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,042 | $224.6K | 0.07% | +169+9.0% | Added |
| Exchange Bank | 2,039 | $224.3K | 0.18% | +30+1.5% | Added |
| Bank & Trust Co | 2,038 | $224.2K | 0.18% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,035 | $223.8K | 0.01% | +3+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 2,032 | $223.5K | 0.03% | +10+0.5% | Added |
| Atlas Legacy Advisors, LLC | 2,025 | $222.7K | 0.06% | −65−3.1% | Reduced |
| Ledyard National Bank | 2,020 | $222.2K | 0.02% | −561−21.7% | Reduced |
| Clifford Group, LLC | 2,018 | $222.0K | 0.21% | +2,018 | New |
| Howe & Rusling Inc | 2,014 | $221.5K | 0.02% | −538−21.1% | Reduced |
| Yarger Wealth Strategies, LLC | 2,013 | $221.4K | 0.13% | −863−30.0% | Reduced |
| Accredited Wealth Management, LLC | 2,010 | $221.1K | 0.19% | +242+13.7% | Added |
| Thompson Siegel & Walmsley LLC | 2,008 | $221.0K | 0.00% | −251−11.1% | Reduced |
| US Asset Management LLC | 2,008 | $221.0K | 0.21% | −15−0.7% | Reduced |
| Sachetta, LLC | 2,009 | $221.0K | 0.09% | −118−5.5% | Reduced |