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 |
|---|---|---|---|---|---|
| GenTrust, LLC | 2,002 | $220.2K | 0.01% | −74−3.6% | Reduced |
| Harbor Advisors LLC | 2,000 | $220.0K | 0.04% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 2,000 | $220.0K | 0.10% | +2,000 | New |
| Money Concepts Capital Corp | 1,996 | $219.5K | 0.02% | +1,996 | New |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $219.4K | 0.04% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,991 | $219.0K | 0.02% | +15+0.8% | Added |
| Green Harvest Asset Management LLC | 1,985 | $218.3K | 0.01% | −360−15.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,980 | $217.8K | 0.11% | +1,980 | New |
| Bond & Devick Financial Network, Inc. | 1,971 | $216.8K | 0.08% | +390+24.7% | Added |
| Winebrenner Capital Management LLC | 1,969 | $216.6K | 0.20% | −65−3.2% | Reduced |
| Diversified Enterprises, LLC | 1,968 | $216.4K | 0.02% | +1,968 | New |
| Williams Jones Wealth Management, LLC. | 1,960 | $215.6K | 0.00% | −114−5.5% | Reduced |
| Severin Investments, LLC | 1,958 | $215.3K | 0.22% | +139+7.6% | Added |
| Aaron Wealth Advisors | 1,957 | $215.3K | 0.02% | −581−22.9% | Reduced |
| Aries Wealth Management | 1,956 | $215.1K | 0.06% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,953 | $214.8K | 0.01% | −552−22.0% | Reduced |
| Texas Capital Bancshares Inc | 1,949 | $214.4K | 0.09% | −7−0.4% | Reduced |
| Kathmere Capital Management, LLC | 1,948 | $214.3K | 0.02% | +178+10.1% | Added |
| PFS Partners, LLC | 1,947 | $214.2K | 0.11% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,236 | $214.0K | 0.15% | −822−26.9% | Reduced |
| Marshall Financial Group LLC | 1,943 | $213.7K | 0.05% | −1−0.1% | Reduced |
| Onefund, LLC | 1,938 | $213.2K | 0.22% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 1,937 | $213.1K | 0.11% | −18−0.9% | Reduced |
| MBM Wealth Consultants, LLC | 1,935 | $212.8K | 0.06% | +1,935 | New |
| Nicolet Bankshares Inc | 1,934 | $212.7K | 0.04% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,933 | $212.6K | 0.02% | +1,933 | New |
| Williamson Legacy Group, LLC | 1,932 | $212.5K | 0.20% | −16−0.8% | Reduced |
| NovaPoint Capital, LLC | 1,924 | $211.6K | 0.07% | +50+2.7% | Added |
| GW Henssler & Associates Ltd | 1,924 | $211.6K | 0.01% | −1,117−36.7% | Reduced |
| Trust Co | 1,920 | $211.2K | 0.03% | +220+12.9% | Added |
| Avestar Capital, LLC | 1,917 | $210.9K | 0.02% | −836−30.4% | Reduced |
| Oak Hill Wealth Advisors, LLC | 1,912 | $210.3K | 0.05% | 00.0% | Unchanged |
| Madden Securities Corp | 1,910 | $210.1K | 0.08% | +1,910 | New |
| GeoWealth Management, LLC | 1,901 | $209.1K | 0.01% | −1,125−37.2% | Reduced |
| Compass Wealth Management LLC | 1,900 | $209.0K | 0.05% | −200−9.5% | Reduced |
| Pandora Wealth, Inc. | 1,898 | $208.8K | 0.14% | +1,898 | New |
| Northeast Financial Group, Inc. | 1,897 | $208.7K | 0.08% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 1,895 | $208.4K | 0.11% | +111+6.2% | Added |
| Rakuten Securities, Inc. | 1,894 | $208.3K | 0.11% | +1,127+146.9% | Added |
| Nautilus Advisors LLC | 1,891 | $208.0K | 0.17% | −80−4.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,889 | $207.7K | 0.05% | +1,889 | New |
| Gerber, LLC | 1,885 | $207.3K | 0.17% | 00.0% | Unchanged |
| Holcombe Financial, Inc. | 1,883 | $207.1K | 0.17% | +1,883 | New |
| Capital Advisors Wealth Management, LLC | 1,881 | $206.9K | 0.04% | −290−13.4% | Reduced |
| E Fund Management Co., Ltd. | 1,881 | $206.9K | 0.01% | +71+3.9% | Added |
| Proficio Capital Partners LLC | 1,877 | $206.5K | 0.02% | +142+8.2% | Added |
| Leisure Capital Management | 1,876 | $206.3K | 0.08% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 1,873 | $206.0K | 0.05% | +196+11.7% | Added |
| Lakewood Asset Management LLC | 1,872 | $205.9K | 0.14% | −4,103−68.7% | Reduced |
| Crestmont Private Wealth LLC | 1,872 | $205.9K | 0.09% | −30−1.6% | Reduced |
| Perennial Investment Advisors, LLC | 1,872 | $205.8K | 0.02% | +1,872 | New |
| Root Financial Partners, LLC | 1,869 | $205.6K | 0.02% | +1,869 | New |
| Calton & Associates, Inc. | 1,863 | $204.9K | 0.05% | +1,863 | New |
| Cambiar Investors LLC | 1,856 | $204.1K | 0.01% | −657−26.1% | Reduced |
| Real Talk Capital, LLC | 1,855 | $204.0K | 0.27% | −31−1.6% | Reduced |
| TRUE Private Wealth Advisors | 1,850 | $203.5K | 0.02% | +25+1.4% | Added |
| Inscription Capital, LLC | 1,360 | $202.1K | 0.03% | +1,360 | New |
| Dumont & Blake Investment Advisors LLC | 1,836 | $201.9K | 0.06% | −2−0.1% | Reduced |
| Hoxton Planning & Management, LLC | 1,835 | $201.9K | 0.08% | −76−4.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1,831 | $201.4K | 0.03% | +3+0.2% | Added |
| Meriwether Wealth & Planning, LLC | 1,830 | $201.3K | 0.13% | +1,830 | New |
| Colonial River Wealth Management, LLC | 1,829 | $201.2K | 0.11% | −348−16.0% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,828 | $201.1K | 0.00% | −55−2.9% | Reduced |
| FDx Advisors, Inc. | 1,828 | $201.0K | 0.07% | +54+3.0% | Added |
| Bank Ozk | 1,827 | $201.0K | 0.08% | −100−5.2% | Reduced |
| New Wave Wealth Advisors LLC | 1,826 | $200.8K | 0.09% | +448+32.5% | Added |
| Roxbury Financial LLC | 1,682 | $200.2K | 0.20% | −32−1.9% | Reduced |
| Sawgrass Asset Management LLC | 1,820 | $200.2K | 0.02% | −58−3.1% | Reduced |
| Granite FO LLC | 1,800 | $198.0K | 0.11% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,750 | $192.5K | 0.03% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,734 | $190.7K | 0.08% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,709 | $188.0K | 0.07% | 00.0% | Unchanged |
| U S Global Investors Inc | 1,701 | $187.1K | 0.02% | +310+22.3% | Added |
| Pinnacle Bancorp, Inc. | 1,697 | $186.7K | 0.06% | −88−4.9% | Reduced |
| Oakworth Capital, Inc. | 1,688 | $185.7K | 0.01% | −1,569−48.2% | Reduced |
| Coastline Trust Co | 1,670 | $183.7K | 0.02% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 1,670 | $183.7K | 0.04% | −6,540−79.7% | Reduced |
| Peoples Bank | 1,668 | $183.5K | 0.12% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,662 | $182.8K | 0.05% | +626+60.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,646 | $181.1K | 0.10% | +88+5.6% | Added |
| Skopos Labs, Inc. | 1,626 | $178.7K | 0.04% | +247+17.9% | Added |
| Nemes Rush Group LLC | 1,624 | $178.7K | 0.02% | −145−8.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,620 | $178.2K | 0.10% | +453+38.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,606 | $177.0K | 0.00% | −404−20.1% | Reduced |
| Bruce G. Allen Investments, LLC | 1,588 | $174.7K | 0.14% | +575+56.8% | Added |
| Golden State Wealth Management, LLC | 1,576 | $173.4K | 0.03% | +599+61.3% | Added |
| Legacy Bridge, LLC | 1,571 | $172.8K | 0.10% | −47−2.9% | Reduced |
| Broadwater Capital Management LLC | 1,565 | $172.1K | 0.13% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,562 | $171.8K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 1,537 | $169.1K | 0.04% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 1,481 | $162.9K | 0.19% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,454 | $159.9K | 0.01% | +437+43.0% | Added |
| Glass Jacobson Investment Advisors llc | 1,260 | $158.9K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,432 | $157.5K | 0.02% | −283−16.5% | Reduced |
| Smithfield Trust Co | 1,431 | $157.0K | 0.01% | −399−21.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,399 | $153.8K | 0.15% | +134+10.6% | Added |
| Inlight Wealth Management, LLC | 1,384 | $152.2K | 0.09% | +1,384 | New |
| Elgethun Capital Management | 1,384 | $152.2K | 0.03% | +19+1.4% | Added |
| Bullock Wealth Management Group | 1,351 | $147.6K | 0.08% | +16+1.2% | Added |
| First United Bank Trust | 1,325 | $145.7K | 0.05% | −3,080−69.9% | Reduced |