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 |
|---|---|---|---|---|---|
| Ramirez Asset Management, Inc. | 400 | $44.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 399 | $43.8K | 0.00% | −42−9.5% | Reduced |
| First Financial Corp | 397 | $43.7K | 0.02% | −74−15.7% | Reduced |
| Putney Financial Group LLC | 387 | $42.6K | 0.04% | −60−13.4% | Reduced |
| Pacifica Partners Inc. | 424 | $42.5K | 0.02% | +202+91.0% | Added |
| S&T Bank | 381 | $41.9K | 0.01% | +11+3.0% | Added |
| Pinney & Scofield, Inc. | 379 | $41.7K | 0.03% | +168+79.6% | Added |
| REAP Financial Group, LLC | 356 | $39.1K | 0.01% | +8+2.3% | Added |
| Riverview Trust Co | 353 | $38.8K | 0.04% | +337+2,106.3% | Added |
| Richardson Capital Management LLC | 350 | $38.5K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 347 | $38.2K | 0.01% | +347 | New |
| Aventura Private Wealth, LLC | 345 | $37.9K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 341 | $37.5K | 0.03% | −127−27.1% | Reduced |
| Evelyn Partners Investment Management LLP | 337 | $37.1K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 337 | $37.1K | 0.00% | +337 | New |
| GW&K Investment Management, LLC | 339 | $37.0K | 0.00% | +54+18.9% | Added |
| Pingora Partners LLC | 335 | $36.8K | 0.03% | 00.0% | Unchanged |
| Joseph Group Capital Management | 330 | $36.3K | 0.01% | +150+83.3% | Added |
| Northwest Capital Management Inc | 329 | $36.2K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 328 | $36.1K | 0.01% | −1,467−81.7% | Reduced |
| Winch Advisory Services, LLC | 327 | $35.9K | 0.01% | +5+1.6% | Added |
| Graney & King, LLC | 324 | $35.6K | 0.03% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 320 | $35.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 318 | $35.0K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 318 | $34.9K | 0.02% | +251+374.6% | Added |
| Wiser Advisor Group LLC | 313 | $34.5K | 0.05% | +4+1.3% | Added |
| Millstone Evans Group, LLC | 312 | $34.3K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 310 | $34.1K | 0.01% | −34−9.9% | Reduced |
| Tidemark, LLC | 300 | $33.0K | 0.01% | +3+1.0% | Added |
| ESL Trust Services, LLC | 300 | $33.0K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 300 | $33.0K | 0.00% | +300 | New |
| Rossby Financial, LCC | 335 | $32.8K | 0.01% | +335 | New |
| Raffa Wealth Management, LLC | 290 | $31.9K | 0.01% | −50−14.7% | Reduced |
| Saudi Central Bank | 288 | $31.7K | 0.17% | +288 | New |
| Marshall & Sterling Wealth Advisors Inc. | 283 | $31.1K | 0.02% | +36+14.6% | Added |
| Hemington Wealth Management | 282 | $31.0K | 0.00% | +115+68.9% | Added |
| Hopwood Financial Services, Inc. | 281 | $30.9K | 0.02% | +1+0.4% | Added |
| Winnow Wealth LLC | 278 | $30.5K | 0.03% | +9+3.3% | Added |
| Morton Brown Family Wealth, LLC | 276 | $30.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 275 | $30.2K | 0.01% | −295−51.8% | Reduced |
| Insight Financial Services | 274 | $30.1K | 0.02% | +58+26.9% | Added |
| TSFG, LLC | 272 | $30.0K | 0.01% | +1+0.4% | Added |
| Founders Capital Management | 270 | $29.7K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 262 | $28.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 254 | $27.9K | 0.01% | −39−13.3% | Reduced |
| Citizens National Bank Trust Department | 250 | $27.5K | 0.01% | +210+525.0% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 250 | $27.5K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 247 | $27.2K | 0.03% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 242 | $26.6K | 0.02% | −32−11.7% | Reduced |
| Graybill Bartz & Assoc Ltd | 240 | $26.4K | 0.01% | +240 | New |
| Jackson, Grant Investment Advisers, Inc. | 237 | $26.1K | 0.01% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 237 | $26.1K | 0.03% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 345 | $25.7K | 0.02% | +72+26.4% | Added |
| Fourth Dimension Wealth, LLC | 225 | $24.7K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 223 | $24.5K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 221 | $24.3K | 0.01% | +10+4.7% | Added |
| Consultiva Wealth Management, Corp. | 215 | $23.6K | 0.08% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 214 | $23.6K | 0.01% | −180−45.7% | Reduced |
| Front Row Advisors LLC | 210 | $23.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 210 | $23.1K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 205 | $22.6K | 0.02% | +2+1.0% | Added |
| Gen-Wealth Partners Inc | 203 | $22.3K | 0.01% | −25−11.0% | Reduced |
| Security National Bank | 200 | $22.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $22.0K | 0.02% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 200 | $22.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 200 | $22.0K | 0.00% | +158+376.2% | Added |
| Ogorek Anthony Joseph | 197 | $21.0K | 0.01% | +197 | New |
| Moisand Fitzgerald Tamayo, LLC | 190 | $20.9K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 190 | $20.9K | 0.00% | +190 | New |
| Centerpoint Advisors, LLC | 182 | $20.0K | 0.01% | −57−23.8% | Reduced |
| WealthCollab, LLC | 181 | $19.9K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 180 | $19.8K | 0.01% | +18+11.1% | Added |
| West Branch Capital LLC | 180 | $19.8K | 0.01% | −894−83.2% | Reduced |
| UMA Financial Services, Inc. | 180 | $19.8K | 0.00% | +12+7.1% | Added |
| Bell Investment Advisors, Inc | 180 | $19.8K | 0.00% | +91+102.2% | Added |
| Cornerstone Planning Group LLC | 202 | $19.6K | 0.00% | +70+53.0% | Added |
| Creekmur Asset Management LLC | 178 | $19.6K | 0.00% | −912−83.7% | Reduced |
| Hager Investment Management Services, LLC | 175 | $19.2K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 156 | $17.2K | 0.01% | +76+95.0% | Added |
| Prestige Wealth Management Group LLC | 154 | $16.9K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 154 | $16.9K | 0.01% | +154 | New |
| Atticus Wealth Management, LLC | 153 | $16.8K | 0.01% | −349−69.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 150 | $16.5K | 0.00% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 150 | $16.5K | 0.01% | +150 | New |
| Private Wealth Management Group, LLC | 148 | $16.3K | 0.01% | +123+492.0% | Added |
| PrairieView Partners, LLC | 150 | $16.0K | 0.00% | −270−64.3% | Reduced |
| Coston, McIsaac & Partners | 150 | $16.0K | 0.00% | +1+0.7% | Added |
| Boyd Watterson Asset Management LLC | 145 | $15.9K | 0.01% | −5,065−97.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 143 | $15.7K | 0.00% | −43−23.1% | Reduced |
| BFSG, LLC | 140 | $15.4K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 136 | $15.0K | 0.00% | +2+1.5% | Added |
| Park Square Financial Group, LLC | 133 | $14.6K | 0.01% | +27+25.5% | Added |
| Transce3nd, LLC | 129 | $14.2K | 0.01% | −133−50.8% | Reduced |
| First Community Trust NA | 129 | $14.2K | 0.01% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 129 | $14.2K | 0.01% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 128 | $14.0K | 0.00% | +128 | New |
| Curio Wealth, LLC | 1 | $13.9K | 0.01% | −109−99.1% | Reduced |
| Financial Freedom, LLC | 125 | $13.7K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 113 | $12.5K | 0.00% | −5−4.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 113 | $12.4K | 0.00% | +5+4.6% | Added |