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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| Isthmus Partners, LLC | 100,637 | $11.1M | 1.39% | +14,927+17.4% | Added |
| QRG Capital Management, Inc. | 100,544 | $11.1M | 0.11% | +2,850+2.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 100,009 | $11.0M | 0.12% | +49,087+96.4% | Added |
| Public Sector Pension Investment Board | 99,550 | $10.9M | 0.05% | +8,050+8.8% | Added |
| Stockman Wealth Management, Inc. | 99,005 | $10.9M | 1.61% | +12,332+14.2% | Added |
| Vivaldi Capital Management, LLC | 98,849 | $10.9M | 1.75% | −4,692−4.5% | Reduced |
| Sequoia Financial Advisors, LLC | 98,522 | $10.8M | 0.08% | +56,800+136.1% | Added |
| Brinker Capital Investments, LLC | 98,233 | $10.8M | 0.11% | +5,663+6.1% | Added |
| Orion Portfolio Solutions, LLC | 98,233 | $10.8M | 0.11% | +5,663+6.1% | Added |
| Sanctuary Advisors, LLC | 97,099 | $10.7M | 0.08% | −17,031−14.9% | Reduced |
| CWM, LLC | 96,926 | $10.7M | 0.04% | +19,369+25.0% | Added |
| Dearborn Partners LLC | 96,402 | $10.6M | 0.51% | −23,997−19.9% | Reduced |
| Public Employees Retirement Association of Colorado | 95,688 | $10.5M | 0.04% | −1,556−1.6% | Reduced |
| CapWealth Advisors, LLC | 95,591 | $10.5M | 1.14% | +11,717+14.0% | Added |
| State of Alaska, Department of Revenue | 94,906 | $10.4M | 0.12% | +4,295+4.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 94,754 | $10.4M | 0.34% | −758−0.8% | Reduced |
| Virginia Retirement Systems Et Al | 94,200 | $10.4M | 0.08% | +94,200 | New |
| Simplex Trading, LLC | 93,523 | $10.3M | 0.36% | +93,523 | New |
| Assetmark, Inc | 93,203 | $10.3M | 0.03% | −7,009−7.0% | Reduced |
| Pinnacle Financial Partners Inc | 93,177 | $10.3M | 0.21% | +3,198+3.6% | Added |
| Loomis Sayles & Co L P | 92,885 | $10.2M | 0.01% | −10,183−9.9% | Reduced |
| Intact Investment Management Inc. | 92,400 | $10.2M | 0.35% | −14,000−13.2% | Reduced |
| Southern Capital Advisors, LLC | 92,194 | $10.1M | 5.62% | +468+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 92,701 | $10.1M | 0.02% | −38,922−29.6% | Reduced |
| GWM Advisors LLC | 91,951 | $10.1M | 0.06% | −149−0.2% | Reduced |
| Telos Capital Management, Inc. | 91,544 | $10.1M | 1.10% | −2,427−2.6% | Reduced |
| Man Group plc | 91,385 | $10.1M | 0.03% | +72,334+379.7% | Added |
| Westshore Wealth, LLC | 91,270 | $10.0M | 4.25% | +10.0% | Added |
| Vontobel Holding Ltd. | 91,261 | $10.0M | 0.04% | −204−0.2% | Reduced |
| Financial Partners Group, LLC | 90,997 | $10.0M | 4.34% | +56,569+164.3% | Added |
| Hengehold Capital Management LLC | 90,471 | $9.95M | 0.95% | −216−0.2% | Reduced |
| Nissay Asset Management Corp | 89,513 | $9.85M | 0.06% | +914+1.0% | Added |
| Mercer Global Advisors Inc | 89,493 | $9.84M | 0.02% | +2,712+3.1% | Added |
| KCM Investment Advisors LLC | 88,831 | $9.77M | 0.35% | −27,003−23.3% | Reduced |
| Chilton Investment Co LLC | 88,496 | $9.73M | 0.24% | +88,496 | New |
| Lido Advisors, LLC | 88,461 | $9.73M | 0.06% | +7,211+8.9% | Added |
| Pathstone Holdings, LLC | 88,248 | $9.71M | 0.04% | +5,611+6.8% | Added |
| CIBC World Markets Corp | 88,217 | $9.70M | 0.08% | −27,232−23.6% | Reduced |
| Brown Advisory Inc | 87,803 | $9.66M | 0.01% | +1,175+1.4% | Added |
| ASR Vermogensbeheer N.V. | 87,229 | $9.59M | 0.14% | +87,229 | New |
| Wedge Capital Management L L P | 86,425 | $9.51M | 0.18% | −4,830−5.3% | Reduced |
| Peapack Gladstone Financial Corp | 85,907 | $9.45M | 0.14% | −3,354−3.8% | Reduced |
| Mutual of America Capital Management LLC | 85,067 | $9.36M | 0.11% | −2,562−2.9% | Reduced |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 84,574 | $9.30M | 4.19% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 82,326 | $9.06M | 0.05% | +17,644+27.3% | Added |
| Jacobs & Co | 82,088 | $9.03M | 0.96% | −6,658−7.5% | Reduced |
| Stonebridge Capital Advisors LLC | 81,958 | $9.01M | 0.73% | +629+0.8% | Added |
| Davy Global Fund Management Ltd | 81,946 | $9.01M | 1.06% | +5,206+6.8% | Added |
| Moneta Group Investment Advisors LLC | 81,941 | $9.01M | 0.12% | −479−0.6% | Reduced |
| Waypoint Wealth Partners Inc. | 81,858 | $9.00M | 2.49% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 81,594 | $8.97M | 1.93% | −2,574−3.1% | Reduced |
| Capstone Investment Advisors, LLC | 81,289 | $8.94M | 0.08% | −40,932−33.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 81,305 | $8.93M | 0.09% | +10,378+14.6% | Added |
| UBS Oconnor LLC | 81,000 | $8.91M | 0.21% | +81,000 | New |
| Advocate Group LLC | 80,703 | $8.88M | 1.62% | +6,103+8.2% | Added |
| S.E.E.D. Planning Group LLC | 80,516 | $8.86M | 2.98% | +76,566+1,938.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 80,372 | $8.84M | 0.27% | +19,317+31.6% | Added |
| Heritage Investors Management Corp | 80,232 | $8.82M | 0.30% | −2,216−2.7% | Reduced |
| Everett Harris & Co | 80,121 | $8.81M | 0.11% | −15,317−16.0% | Reduced |
| Associated Banc-Corp | 79,845 | $8.78M | 0.27% | +6,675+9.1% | Added |
| Gilman Hill Asset Management, LLC | 79,591 | $8.75M | 1.52% | +25,733+47.8% | Added |
| Fullcircle Wealth LLC | 88,923 | $8.63M | 3.55% | −10,549−10.6% | Reduced |
| Armstrong Advisory Group, Inc | 68,171 | $8.60M | 0.69% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 78,054 | $8.59M | 0.62% | +3,371+4.5% | Added |
| Cullinan Associates Inc | 78,019 | $8.58M | 0.61% | −5,407−6.5% | Reduced |
| Fisher Asset Management, LLC | 77,001 | $8.47M | 0.00% | −12,415−13.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 77,000 | $8.47M | 0.07% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 76,915 | $8.46M | 0.07% | +1,592+2.1% | Added |
| Verition Fund Management LLC | 76,759 | $8.44M | 0.05% | −152,571−66.5% | Reduced |
| Toroso Investments, LLC | 76,499 | $8.41M | 0.07% | +23,017+43.0% | Added |
| OP Asset Management Ltd | 76,386 | $8.40M | 0.14% | +76,386 | New |
| Centre Asset Management, LLC | 76,011 | $8.36M | 2.15% | +440+0.6% | Added |
| First Manhattan Co | 75,892 | $8.35M | 0.02% | −17,303−18.6% | Reduced |
| Beacon Pointe Advisors, LLC | 75,767 | $8.33M | 0.09% | +33,968+81.3% | Added |
| Mackenzie Financial Corp | 75,386 | $8.29M | 0.01% | +8,371+12.5% | Added |
| Commerzbank Aktiengesellschaft | 75,291 | $8.28M | 0.19% | +24,026+46.9% | Added |
| Stephens Inc | 75,233 | $8.27M | 0.12% | −170.0% | Reduced |
| BancorpSouth Bank | 75,071 | $8.26M | 0.59% | +1,262+1.7% | Added |
| Olstein Capital Management, L.P. | 75,000 | $8.25M | 1.52% | 00.0% | Unchanged |
| Country Club Bank | 74,555 | $8.18M | 0.55% | +16,015+27.4% | Added |
| Sowell Financial Services LLC | 74,271 | $8.17M | 0.37% | +7,642+11.5% | Added |
| Bell Bank | 74,230 | $8.16M | 0.44% | +6,424+9.5% | Added |
| Stratos Wealth Partners, LTD. | 73,617 | $8.10M | 0.12% | +7,172+10.8% | Added |
| Miramar Capital, LLC | 72,950 | $8.02M | 1.91% | −8,171−10.1% | Reduced |
| Quantitative Investment Management, LLC | 72,701 | $8.00M | 0.74% | +72,701 | New |
| Avanza Fonder AB | 72,222 | $7.96M | 0.26% | −7,075−8.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 72,174 | $7.94M | 0.07% | +1,786+2.5% | Added |
| Sage Capital Advisors,llc | 72,158 | $7.94M | 2.08% | +31,858+79.1% | Added |
| Captrust Financial Advisors | 71,655 | $7.88M | 0.02% | +21,450+42.7% | Added |
| Synovus Financial Corp | 71,168 | $7.83M | 0.10% | −4,570−6.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 70,466 | $7.75M | 0.25% | +47,348+204.8% | Added |
| Summit Financial Wealth Advisors, LLC | 70,327 | $7.74M | 1.53% | −3,747−5.1% | Reduced |
| Charter Trust Co | 69,640 | $7.66M | 0.51% | −15,506−18.2% | Reduced |
| Allianz SE | 69,328 | $7.63M | 0.20% | −791−1.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 68,812 | $7.57M | 0.50% | −278−0.4% | Reduced |
| Brown Brothers Harriman & Co | 67,120 | $7.38M | 0.05% | −21,572−24.3% | Reduced |
| Rakuten Investment Management, Inc. | 67,263 | $7.38M | 0.03% | +67,263 | New |
| XTX Topco Ltd | 67,039 | $7.37M | 0.38% | +67,039 | New |
| Kornitzer Capital Management Inc | 66,307 | $7.29M | 0.15% | −6,210−8.6% | Reduced |
| Miracle Mile Advisors, LLC | 66,307 | $7.29M | 0.15% | +5,372+8.8% | Added |