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 |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 1,321 | $145.3K | 0.01% | +62+4.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,321 | $145.0K | 0.05% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,299 | $143.0K | 0.01% | −276−17.5% | Reduced |
| Lavaca Capital LLC | 1,294 | $142.4K | 0.06% | +15+1.2% | Added |
| Peterson Wealth Services | 1,280 | $140.8K | 0.04% | +18+1.4% | Added |
| Crews Bank & Trust | 1,263 | $138.9K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,259 | $138.5K | 0.04% | +868+222.0% | Added |
| Atlantic Trust, LLC | 1,256 | $138.2K | 0.03% | +40+3.3% | Added |
| South Plains Financial, Inc. | 1,250 | $137.5K | 0.11% | −175−12.3% | Reduced |
| Ameriflex Group, Inc. | 1,248 | $137.3K | 0.06% | −117−8.6% | Reduced |
| AdvisorNet Financial, Inc | 1,229 | $135.2K | 0.01% | −510−29.3% | Reduced |
| Asset Planning,Inc | 1,200 | $131.9K | 0.10% | +11+0.9% | Added |
| Centricity Wealth Management, LLC | 1,180 | $129.8K | 0.12% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,160 | $128.0K | 0.00% | −894−43.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,158 | $127.4K | 0.00% | 00.0% | Unchanged |
| Tamar Securities, LLC | 1,152 | $126.8K | 0.02% | −124,820−99.1% | Reduced |
| DT Investment Partners, LLC | 1,152 | $126.7K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,140 | $125.4K | 0.02% | +500+78.1% | Added |
| BankPlus Trust Department | 1,138 | $125.2K | 0.04% | −5,402−82.6% | Reduced |
| Rise Advisors, LLC | 1,136 | $125.0K | 0.06% | +34+3.1% | Added |
| Capital Advisors, Ltd. LLC | 1,088 | $120.0K | 0.02% | −58−5.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,083 | $119.0K | 0.05% | −139−11.4% | Reduced |
| Capula Management Ltd | 1,057 | $116.3K | 0.00% | +1,057 | New |
| Bellevue Asset Management, LLC | 1,054 | $116.0K | 0.06% | +3+0.3% | Added |
| Concord Wealth Partners | 1,038 | $114.2K | 0.02% | −436−29.6% | Reduced |
| Aviso Financial Inc. | 1,020 | $112.2K | 0.01% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,000 | $110.0K | 0.01% | −200−16.7% | Reduced |
| Covestor Ltd | 976 | $107.0K | 0.07% | +97+11.0% | Added |
| Tompkins Financial Corp | 949 | $104.4K | 0.01% | +19+2.0% | Added |
| Paradigm Asset Management Co LLC | 924 | $101.6K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 920 | $101.2K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 917 | $100.9K | 0.03% | 00.0% | Unchanged |
| Davis Capital Management | 900 | $99.0K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 883 | $97.1K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 882 | $97.0K | 0.02% | −3,310−79.0% | Reduced |
| Bellwether Advisors, LLC | 850 | $93.5K | 0.02% | 00.0% | Unchanged |
| Binnacle Investments Inc | 848 | $93.3K | 0.07% | +848 | New |
| Marshall Investment Management, LLC | 844 | $92.8K | 0.06% | −32−3.7% | Reduced |
| General Partner, Inc. | 842 | $92.6K | 0.06% | 00.0% | Unchanged |
| Asset Dedication, LLC | 840 | $92.4K | 0.01% | −100−10.6% | Reduced |
| Strengthening Families & Communities, LLC | 672 | $92.0K | 0.06% | −81−10.8% | Reduced |
| Westside Investment Management, Inc. | 836 | $92.0K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 834 | $91.7K | 0.01% | +189+29.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 820 | $90.2K | 0.03% | +150+22.4% | Added |
| American Capital Advisory, LLC | 806 | $88.7K | 0.05% | +32+4.1% | Added |
| Plante Moran Financial Advisors, LLC | 800 | $88.0K | 0.01% | −67−7.7% | Reduced |
| Webster Bank, N. A. | 762 | $83.8K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 868 | $83.3K | 0.02% | −23,059−96.4% | Reduced |
| Union Savings Bank | 754 | $82.9K | 0.04% | +27+3.7% | Added |
| Chesapeake Asset Management LLC | 749 | $82.4K | 0.08% | −631−45.7% | Reduced |
| Global Financial Private Client, LLC | 729 | $80.2K | 0.03% | +34+4.9% | Added |
| MCF Advisors LLC | 727 | $79.9K | 0.01% | −279−27.7% | Reduced |
| Toth Financial Advisory Corp | 726 | $79.9K | 0.01% | +40+5.8% | Added |
| Global Trust Asset Management, LLC | 720 | $79.2K | 0.05% | −1,728−70.6% | Reduced |
| Beacon Capital Management, LLC | 712 | $78.3K | 0.01% | −494−41.0% | Reduced |
| Cromwell Holdings LLC | 654 | $71.9K | 0.05% | −1,346−67.3% | Reduced |
| Redwood Park Advisors LLC | 650 | $71.5K | 0.06% | −4−0.6% | Reduced |
| North Capital, Inc. | 638 | $70.2K | 0.07% | +638 | New |
| Wood Tarver Financial Group, LLC | 635 | $69.8K | 0.02% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 634 | $69.7K | 0.02% | +429+209.3% | Added |
| Medallion Wealth Advisors, LLC | 604 | $66.0K | 0.03% | +19+3.2% | Added |
| Missouri Trust & Investment Co | 595 | $65.4K | 0.02% | −690−53.7% | Reduced |
| First Pacific Financial | 586 | $64.4K | 0.01% | +1+0.2% | Added |
| Financial Network Wealth Advisors LLC | 585 | $64.4K | 0.08% | +336+134.9% | Added |
| True Wealth Design, LLC | 577 | $63.4K | 0.02% | +523+968.5% | Added |
| Salem Investment Counselors Inc | 562 | $61.8K | 0.00% | +93+19.8% | Added |
| State of Wyoming | 558 | $61.4K | 0.01% | +545+4,192.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 550 | $60.5K | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 547 | $60.2K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 547 | $60.2K | 0.01% | +186+51.5% | Added |
| TFC Financial Management | 539 | $59.3K | 0.01% | −4−0.7% | Reduced |
| JNBA Financial Advisors | 538 | $59.2K | 0.01% | +84+18.5% | Added |
| ORG Partners LLC | 529 | $57.8K | 0.01% | −2,864−84.4% | Reduced |
| Dunhill Financial, LLC | 518 | $57.0K | 0.03% | −63−10.8% | Reduced |
| Avion Wealth | 451 | $56.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 500 | $55.0K | 0.00% | −20−3.8% | Reduced |
| Advantage Trust Co | 500 | $55.0K | 0.03% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 503 | $55.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 497 | $54.7K | 0.01% | +497 | New |
| Quent Capital, LLC | 469 | $51.5K | 0.01% | −89−15.9% | Reduced |
| Fairscale Capital, LLC | 466 | $51.3K | 0.05% | 00.0% | Unchanged |
| Field & Main Bank | 465 | $51.1K | 0.02% | −595−56.1% | Reduced |
| Wayfinding Financial, LLC | 465 | $51.0K | 0.02% | +465 | New |
| CNB Bank | 462 | $50.8K | 0.03% | −58−11.2% | Reduced |
| TruNorth Capital Management, LLC | 462 | $50.8K | 0.01% | +177+62.1% | Added |
| Beutel, Goodman & Co Ltd. | 450 | $49.0K | 0.00% | +450 | New |
| Beaird Harris Wealth Management, LLC | 445 | $48.9K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 443 | $48.7K | 0.00% | +443 | New |
| VSM Wealth Advisory, LLC | 440 | $48.4K | 0.02% | +1+0.2% | Added |
| SWAN Capital LLC | 439 | $48.3K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 438 | $48.2K | 0.01% | −31−6.6% | Reduced |
| Opal Wealth Advisors, LLC | 432 | $47.5K | 0.01% | +432 | New |
| Insight Inv LLC | 20,203 | $47.1K | 0.03% | +20,203 | New |
| Canton Hathaway, LLC | 425 | $47.0K | 0.01% | −105−19.8% | Reduced |
| New England Capital Financial Advisors LLC | 427 | $46.9K | 0.02% | +402+1,608.0% | Added |
| Pacific Center for Financial Services | 425 | $46.7K | 0.01% | −3−0.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 421 | $46.3K | 0.01% | −190−31.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 413 | $45.4K | 0.01% | +5+1.2% | Added |
| Abound Wealth Management | 410 | $45.1K | 0.02% | +127+44.9% | Added |
| Essex Investment Management Co LLC | 404 | $44.4K | 0.01% | 00.0% | Unchanged |