United Parcel Service Inc

UPS

Exchange: NYSE
Industry: Trucking & Courier Services (No Air)
SEC CIK: 0001090727

SEC filings (opens in a new tab)

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.

Institutional holdersQ1 2025: 2,202 institutions

Value heldQ1 2025: $55.4B

Institutions holding UPS and their total value by quarter
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.

Institutions holding UPS in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Sierra Ocean, LLC	111	$12.2K	0.01%	−10−8.3%	Reduced
Thompson Investment Management, Inc.	109	$12.0K	0.00%	00.0%	Unchanged
Clark Wealth Partners	105	$11.5K	0.01%	−36−25.5%	Reduced
HighMark Wealth Management LLC	104	$11.5K	0.01%	+28+36.8%	Added
AllSquare Wealth Management LLC	104	$11.4K	0.01%	00.0%	Unchanged
GoalVest Advisory LLC	103	$11.3K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	100	$11.0K	0.00%	00.0%	Unchanged
Investment Research & Advisory Group, Inc.	100	$11.0K	0.00%	00.0%	Unchanged
Family CFO Inc	100	$11.0K	0.01%	00.0%	Unchanged
HWG Holdings LP	100	$11.0K	0.00%	+100	New
Hughes Financial Services, LLC	99	$10.8K	0.00%	+99	New
Burkett Financial Services, LLC	92	$10.2K	0.00%	+1+1.1%	Added
Elite Financial, Inc.	100	$10.0K	0.01%	+100	New
Ruedi Wealth Management, Inc.	90	$9.90K	0.00%	00.0%	Unchanged
Horizon Financial Services, LLC	90	$9.90K	0.01%	+90	New
Vermillion Wealth Management, Inc.	87	$9.57K	0.00%	00.0%	Unchanged
Cheviot Value Management, LLC	100	$9.56K	0.00%	+100	New
Crewe Advisors LLC	86	$9.46K	0.00%	00.0%	Unchanged
Gables Capital Management Inc.	86	$9.46K	0.00%	00.0%	Unchanged
Olistico Wealth, LLC	86	$9.46K	0.01%	00.0%	Unchanged
Gould Capital, LLC	83	$9.13K	0.01%	00.0%	Unchanged
YANKCOM Partnership	83	$9.13K	0.01%	00.0%	Unchanged
Proathlete Wealth Management LLC	76	$8.36K	0.00%	+76	New
Eukles Asset Management	73	$8.03K	0.00%	00.0%	Unchanged
Evolution Advisers, Inc.	79	$8.00K	0.00%	00.0%	Unchanged
ZRC Wealth Management, LLC	70	$7.70K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	70	$7.70K	0.00%	+10+16.7%	Added
Wealth Preservation Advisors, LLC	70	$7.70K	0.01%	+70	New
Cedar Mountain Advisors, LLC	69	$7.64K	0.00%	00.0%	Unchanged
Union Bancaire Privee, UBP SA	68	$7.46K	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	67	$7.40K	0.01%	+67	New
Lowe Wealth Advisors, LLC	66	$7.26K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	61	$6.69K	0.00%	−18−22.8%	Reduced
Costello Asset Management, INC	60	$6.60K	0.00%	−15−20.0%	Reduced
Fairway Wealth LLC	59	$6.49K	0.00%	00.0%	Unchanged
1620 Investment Advisors, Inc.	56	$6.16K	0.00%	00.0%	Unchanged
Kozak & Associates, Inc.	60	$5.89K	0.00%	+40+200.0%	Added
Pension & Wealth Management Advisors, Inc.	53	$5.83K	0.00%	−111−67.7%	Reduced
Pineridge Advisors LLC	51	$5.65K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	50	$5.50K	0.00%	00.0%	Unchanged
Nordwand Advisors, LLC	50	$5.50K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	50	$5.50K	0.00%	00.0%	Unchanged
Centennial Bank	50	$5.50K	0.00%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	47	$5.16K	0.01%	00.0%	Unchanged
Dogwood Wealth Management LLC	46	$5.06K	0.00%	+46	New
Aspect Partners, LLC	45	$4.95K	0.00%	−4−8.2%	Reduced
Signature Resources Capital Management, LLC	45	$4.95K	0.00%	00.0%	Unchanged
Halbert Hargrove Global Advisors, LLC	40	$4.45K	0.00%	+40	New
Estabrook Capital Management	40	$4.40K	0.00%	00.0%	Unchanged
Smallwood Wealth Investment Management, LLC	39	$4.29K	0.00%	+39	New
Compass Financial Services Inc	38	$4.23K	0.00%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	30	$4.00K	0.00%	00.0%	Unchanged
Capital A Wealth Management, LLC	36	$3.96K	0.00%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	34	$3.74K	0.00%	00.0%	Unchanged
Robinswood Financial LLC	33	$3.73K	0.00%	00.0%	Unchanged
Newton One Investments LLC	32	$3.49K	0.00%	+1+3.2%	Added
BOK Financial Private Wealth, Inc.	31	$3.41K	0.00%	+12+63.2%	Added
Atlas Capital Advisors LLC	31	$3.41K	0.00%	00.0%	Unchanged
Princeton Global Asset Management LLC	30	$3.30K	0.00%	−216−87.8%	Reduced
Activest Wealth Management	30	$3.29K	0.00%	+28+1,400.0%	Added
Main Street Group, LTD	30	$3.28K	0.00%	+14+87.5%	Added
Lord & Richards Wealth Management, LLC	29	$3.19K	0.00%	+29	New
Marquette Asset Management, LLC	28	$3.08K	0.00%	00.0%	Unchanged
Howard Capital Management Group, LLC	28	$3.08K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	28	$3.08K	0.00%	+28	New
Financial Connections Group, Inc.	31	$3.00K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	26	$2.86K	0.00%	00.0%	Unchanged
Atlantic Private Wealth, LLC	26	$2.84K	0.00%	+1+4.0%	Added
Trifecta Capital Advisors, LLC	25	$2.75K	0.00%	00.0%	Unchanged
MB, Levis & Associates, LLC	25	$2.75K	0.00%	00.0%	Unchanged
PFG Private Wealth Management, LLC	24	$2.64K	0.00%	−2−7.7%	Reduced
PayPay Securities Corp	23	$2.53K	0.14%	+3+15.0%	Added
Holos Integrated Wealth LLC	22	$2.42K	0.00%	−63−74.1%	Reduced
Synergy Investment Management, LLC	22	$2.42K	0.00%	00.0%	Unchanged
Retirement Wealth Solutions LLC	22	$2.42K	0.00%	+15+214.3%	Added
Principia Wealth Advisory, LLC	24	$2.39K	0.00%	+4+20.0%	Added
Investment Management Corp	21	$2.31K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	21	$2.31K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	20	$2.20K	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	20	$2.20K	0.00%	+20	New
NVWM, LLC	19	$2.09K	0.00%	+14+280.0%	Added
1 North Wealth Services LLC	19	$2.09K	0.00%	+19	New
Hara Capital LLC	18	$1.98K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	18	$1.98K	0.00%	+18	New
Global Wealth Strategies & Associates	17	$1.87K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	16	$1.76K	0.00%	+16	New
ROSS\JOHNSON & Associates LLC	13	$1.43K	0.02%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	11	$1.21K	0.00%	−300−96.5%	Reduced
Dakota Community Bank & Trust NA	10	$1.10K	0.01%	00.0%	Unchanged
Osterweis Capital Management Inc	10	$1.10K	0.00%	+10	New
CKW Financial Group	5	$1.00K	0.00%	00.0%	Unchanged
Bernard Wealth Management Corp.	7	$770	0.00%	+7	New
Riggs Asset Managment Co. Inc.	6	$660	0.00%	−4−40.0%	Reduced
Nova Wealth Management, Inc.	6	$660	0.00%	+6	New
Anfield Capital Management, LLC	5	$550	0.00%	−5−50.0%	Reduced
Parkworth Wealth Management, Inc.	5	$550	0.00%	−3−37.5%	Reduced
Caitong International Asset Management Co., Ltd	5	$550	0.00%	+5	New
HFM Investment Advisors, LLC	5	$550	0.00%	+5	New
Cherry Tree Wealth Management, LLC	3	$330	0.00%	00.0%	Unchanged
Bear Mountain Capital, Inc.	3	$294	0.00%	+3	New