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 |
|---|---|---|---|---|---|
| Live Oak Private Wealth LLC | 66,041 | $7.26M | 1.18% | +13,789+26.4% | Added |
| Abn Amro Investment Solutions | 65,990 | $7.26M | 0.15% | +13,335+25.3% | Added |
| Gotham Asset Management, LLC | 65,679 | $7.22M | 0.06% | +14,922+29.4% | Added |
| Cooper Financial Group | 65,600 | $7.22M | 0.95% | −307−0.5% | Reduced |
| TCTC Holdings, LLC | 65,295 | $7.18M | 0.25% | −4,293−6.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 64,600 | $7.11M | 0.92% | +30,000+86.7% | Added |
| Visionary Wealth Advisors | 64,534 | $7.10M | 0.43% | +4,401+7.3% | Added |
| Snowden Capital Advisors LLC | 64,211 | $7.06M | 0.23% | +5,962+10.2% | Added |
| Qsemble Capital Management, LP | 63,923 | $7.03M | 0.75% | +38,333+149.8% | Added |
| Motley Fool Wealth Management, LLC | 63,689 | $7.01M | 0.41% | −56−0.1% | Reduced |
| NewSquare Capital LLC | 64,059 | $6.99M | 0.57% | +81+0.1% | Added |
| United Advisor Group, LLC | 63,266 | $6.96M | 1.43% | +1,744+2.8% | Added |
| Hennessy Advisors Inc | 63,000 | $6.93M | 0.23% | +47,300+301.3% | Added |
| Oregon Public Employees Retirement Fund | 62,804 | $6.91M | 0.13% | +140+0.2% | Added |
| Lee Danner & Bass Inc | 62,656 | $6.89M | 0.56% | +3,991+6.8% | Added |
| Shelton Capital Management | 62,286 | $6.85M | 0.16% | +8,513+15.8% | Added |
| Oppenheimer & Co Inc | 62,263 | $6.85M | 0.10% | +5,097+8.9% | Added |
| Clifford Capital Partners LLC | 62,032 | $6.82M | 1.40% | +62,032 | New |
| Beacon Harbor Wealth Advisors, Inc. | 61,755 | $6.79M | 1.58% | +41,314+202.1% | Added |
| Wealthcare Advisory Partners LLC | 61,636 | $6.78M | 0.18% | +3,633+6.3% | Added |
| Rafferty Asset Management, LLC | 61,631 | $6.78M | 0.03% | −20,236−24.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 61,517 | $6.77M | 0.03% | +6,365+11.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 61,290 | $6.74M | 1.65% | +2,259+3.8% | Added |
| Hendershot Investments Inc. | 61,255 | $6.74M | 0.92% | −11,791−16.1% | Reduced |
| Candriam Luxembourg S.C.A. | 60,934 | $6.70M | 0.04% | −10,407−14.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 60,749 | $6.68M | 0.07% | +13,689+29.1% | Added |
| Channing Capital Management, LLC | 60,699 | $6.68M | 0.20% | +60,699 | New |
| Argent Trust Co | 60,414 | $6.64M | 0.27% | +1,757+3.0% | Added |
| Baker Avenue Asset Management, LP | 60,361 | $6.64M | 0.21% | −2,616−4.2% | Reduced |
| Capital Management Corp | 60,311 | $6.63M | 1.15% | +11,377+23.2% | Added |
| Cullen Investment Group, Ltd. | 60,281 | $6.63M | 1.01% | +51,059+553.7% | Added |
| Ally Financial Inc. | 60,000 | $6.60M | 0.74% | 00.0% | Unchanged |
| Romano Brothers and Company | 59,857 | $6.58M | 0.85% | +3,957+7.1% | Added |
| Wesbanco Bank Inc | 59,304 | $6.52M | 0.23% | +36+0.1% | Added |
| Sigma Investment Counselors Inc | 59,258 | $6.52M | 0.40% | −439−0.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 59,102 | $6.50M | 0.01% | +8,227+16.2% | Added |
| Clark & Stuart, Inc | 59,028 | $6.49M | 4.73% | +113+0.2% | Added |
| CIBC World Markets Inc. | 58,981 | $6.49M | 0.01% | +1,791+3.1% | Added |
| Tufton Capital Management | 58,571 | $6.44M | 1.24% | −280−0.5% | Reduced |
| Mizuho Securities USA LLC | 58,561 | $6.44M | 0.14% | −10,756−15.5% | Reduced |
| Cresset Asset Management, LLC | 58,117 | $6.39M | 0.03% | −993−1.7% | Reduced |
| Kestra Private Wealth Services, LLC | 57,508 | $6.33M | 0.11% | −21,344−27.1% | Reduced |
| Glenview Trust Co | 57,244 | $6.30M | 0.12% | −399−0.7% | Reduced |
| Viking Fund Management LLC | 57,000 | $6.27M | 0.90% | +17,000+42.5% | Added |
| Level Four Advisory Services, LLC | 56,928 | $6.26M | 0.26% | +13,971+32.5% | Added |
| Iowa State Bank | 56,531 | $6.22M | 1.32% | −2,418−4.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 56,481 | $6.21M | 0.06% | +2,221+4.1% | Added |
| Walleye Capital LLC | 56,471 | $6.21M | 0.07% | −268,230−82.6% | Reduced |
| Lathrop Investment Management Corp | 56,436 | $6.21M | 1.23% | −2,000−3.4% | Reduced |
| Noesis Capital Mangement Corp | 56,402 | $6.20M | 1.23% | −2,813−4.8% | Reduced |
| APG Asset Management N.V. | 60,531 | $6.16M | 0.02% | +17,931+42.1% | Added |
| Atria Investments LLC | 55,535 | $6.11M | 0.08% | −12,524−18.4% | Reduced |
| Addenda Capital Inc. | 55,239 | $6.08M | 0.22% | +12,761+30.0% | Added |
| Lynch & Associates | 54,593 | $6.00M | 1.30% | −1,300−2.3% | Reduced |
| Verdence Capital Advisors LLC | 54,554 | $6.00M | 0.46% | +12,191+28.8% | Added |
| Canal Capital Management, LLC | 54,384 | $5.98M | 1.00% | +13,508+33.0% | Added |
| BLI - Banque de Luxembourg Investments | 54,280 | $5.94M | 0.18% | −24,500−31.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 53,882 | $5.93M | 0.05% | +12,496+30.2% | Added |
| Prospera Financial Services Inc | 53,802 | $5.92M | 0.14% | +6,168+12.9% | Added |
| Grace & White Inc | 53,690 | $5.91M | 1.13% | 00.0% | Unchanged |
| Nomura Holdings Inc | 53,426 | $5.88M | 0.03% | +17,255+47.7% | Added |
| Welch & Forbes LLC | 53,411 | $5.87M | 0.08% | −2,438−4.4% | Reduced |
| Jane Street Group, LLC | 52,915 | $5.82M | 0.01% | −510,199−90.6% | Reduced |
| Generali Asset Management SPA SGR | 52,866 | $5.81M | 0.14% | +4,254+8.8% | Added |
| GAM Holding AG | 52,847 | $5.81M | 0.45% | −8,727−14.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 52,606 | $5.79M | 1.07% | +5,047+10.6% | Added |
| Mutual Advisors, LLC | 59,039 | $5.78M | 0.17% | +21,584+57.6% | Added |
| Eisler Capital Management Ltd. | 52,584 | $5.78M | 0.17% | −23,956−31.3% | Reduced |
| Temasek Holdings (Private) Ltd | 52,248 | $5.75M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 52,145 | $5.74M | 0.08% | +3,223+6.6% | Added |
| NEOS Investment Management LLC | 52,004 | $5.72M | 0.11% | +10,019+23.9% | Added |
| UniSuper Management Pty Ltd | 51,662 | $5.68M | 0.04% | +3,363+7.0% | Added |
| Birch Capital Management, LLC | 51,434 | $5.66M | 2.94% | +3,793+8.0% | Added |
| VestGen Advisors, LLC | 51,413 | $5.65M | 0.26% | +51,413 | New |
| MAI Capital Management | 51,410 | $5.65M | 0.04% | −9,256−15.3% | Reduced |
| Kiltearn Partners LLP | 51,200 | $5.63M | 1.07% | +51,200 | New |
| Virtu Financial LLC | 51,112 | $5.62M | 0.31% | +91+0.2% | Added |
| Linscomb & Williams, Inc. | 51,096 | $5.62M | 0.28% | +1,587+3.2% | Added |
| Pinnacle Associates Ltd | 50,558 | $5.56M | 0.08% | −20,420−28.8% | Reduced |
| Skylands Capital, LLC | 50,145 | $5.52M | 0.80% | +9,945+24.7% | Added |
| Naples Global Advisors, LLC | 49,892 | $5.49M | 0.52% | +2,094+4.4% | Added |
| Kentucky Retirement Systems | 49,787 | $5.48M | 0.17% | −550−1.1% | Reduced |
| CCM Investment Group, LLC | 49,859 | $5.47M | 0.58% | +8,038+19.2% | Added |
| Resources Management Corp | 49,439 | $5.44M | 0.76% | −1,438−2.8% | Reduced |
| PFG Investments, LLC | 49,359 | $5.43M | 0.35% | +1,462+3.1% | Added |
| Texas Yale Capital Corp. | 49,343 | $5.43M | 0.22% | −1,505−3.0% | Reduced |
| Advisory Services Network, LLC | 48,842 | $5.37M | 0.10% | +14,142+40.8% | Added |
| Intellus Advisors LLC | 48,659 | $5.35M | 0.94% | −53−0.1% | Reduced |
| Dupree Financial Group, LLC | 48,512 | $5.34M | 2.17% | +48,512 | New |
| Mairs & Power Inc | 48,467 | $5.33M | 0.06% | −16,062−24.9% | Reduced |
| Principal Securities, Inc. | 42,255 | $5.33M | 0.12% | +80.0% | Added |
| Wealthfront Advisers LLC | 48,351 | $5.32M | 0.01% | +11,998+33.0% | Added |
| WBI Investments | 48,011 | $5.28M | 1.39% | +23,622+96.9% | Added |
| Principal Street Partners, LLC | 47,672 | $5.24M | 0.98% | +34,568+263.8% | Added |
| Integrated Wealth Concepts LLC | 47,417 | $5.22M | 0.06% | −5,676−10.7% | Reduced |
| Keystone Financial Planning, Inc. | 47,254 | $5.20M | 1.55% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 47,173 | $5.19M | 0.44% | +409+0.9% | Added |
| Fusion Capital, LLC | 46,899 | $5.16M | 1.97% | +11,715+33.3% | Added |
| Neuberger Berman Group LLC | 46,883 | $5.16M | 0.00% | −44,979−49.0% | Reduced |
| Concurrent Investment Advisors, LLC | 46,847 | $5.15M | 0.13% | +825+1.8% | Added |