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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 46,827 | $5.15M | 0.02% | −4,524−8.8% | Reduced |
| Ironwood Investment Counsel, LLC | 46,789 | $5.15M | 0.89% | +5,836+14.3% | Added |
| Woodstock Corp | 46,709 | $5.14M | 0.51% | +4,943+11.8% | Added |
| First National Bank of Omaha | 46,647 | $5.13M | 0.35% | −1,059−2.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 46,195 | $5.08M | 2.12% | +1,731+3.9% | Added |
| Monte Financial Group, LLC | 52,564 | $5.07M | 2.22% | +23,762+82.5% | Added |
| Steel Peak Wealth Management LLC | 45,627 | $5.02M | 0.21% | +41,047+896.2% | Added |
| Signaturefd, LLC | 45,521 | $5.01M | 0.09% | +1,777+4.1% | Added |
| Wambolt & Associates, LLC | 45,490 | $4.97M | 1.69% | −147−0.3% | Reduced |
| Apollon Wealth Management, LLC | 44,868 | $4.93M | 0.11% | −3,704−7.6% | Reduced |
| AE Wealth Management LLC | 44,827 | $4.93M | 0.04% | +26,360+142.7% | Added |
| Hartford Investment Management Co | 44,649 | $4.91M | 0.17% | −461−1.0% | Reduced |
| Hi-Line Capital Management, LLC | 44,605 | $4.91M | 1.84% | +929+2.1% | Added |
| Rowland & Co Investment Counsel | 44,588 | $4.90M | 1.03% | +3,007+7.2% | Added |
| Columbia Asset Management | 44,020 | $4.84M | 0.98% | +4,360+11.0% | Added |
| Nebula Research & Development LLC | 43,823 | $4.82M | 0.45% | +43,823 | New |
| Guyasuta Investment Advisors Inc | 43,806 | $4.82M | 0.31% | −5,075−10.4% | Reduced |
| Landscape Capital Management, L.L.C. | 43,637 | $4.80M | 0.43% | −11,236−20.5% | Reduced |
| Achmea Investment Management B.V. | 43,419 | $4.78M | 0.07% | +9,765+29.0% | Added |
| Community Bank, N.A. | 43,205 | $4.75M | 0.64% | +5,144+13.5% | Added |
| HB Wealth Management, LLC | 43,075 | $4.74M | 0.04% | +3,969+10.1% | Added |
| CX Institutional | 43,013 | $4.73M | 0.18% | −1,154−2.6% | Reduced |
| Gulf International Bank (UK) Ltd | 43,012 | $4.73M | 0.16% | −12,979−23.2% | Reduced |
| Eagle Rock Investment Company, LLC | 42,965 | $4.73M | 0.81% | −385−0.9% | Reduced |
| Avantax Planning Partners, Inc. | 42,455 | $4.67M | 0.17% | +3,456+8.9% | Added |
| Builder Investment Group Inc | 41,432 | $4.56M | 1.30% | −1,098−2.6% | Reduced |
| Ieq Capital, LLC | 41,190 | $4.53M | 0.04% | +36,734+824.4% | Added |
| Waterfront Wealth Inc. | 41,056 | $4.52M | 1.10% | −80.0% | Reduced |
| Iams Wealth Management, LLC | 40,960 | $4.51M | 2.06% | +2,413+6.3% | Added |
| First National Trust Co | 40,806 | $4.49M | 0.18% | −1,864−4.4% | Reduced |
| Adams Asset Advisors, LLC | 40,769 | $4.48M | 0.61% | 00.0% | Unchanged |
| XML Financial, LLC | 40,616 | $4.47M | 0.42% | −818−2.0% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 40,590 | $4.46M | 3.04% | +2,975+7.9% | Added |
| Good Life Advisors, LLC | 40,321 | $4.43M | 0.31% | +16,826+71.6% | Added |
| Anchor Investment Management, LLC | 40,173 | $4.42M | 0.41% | −930−2.3% | Reduced |
| Cary Street Partners Financial LLC | 40,090 | $4.41M | 0.14% | +4,957+14.1% | Added |
| Boston Research & Management Inc | 39,952 | $4.39M | 1.07% | −1,067−2.6% | Reduced |
| Atria Wealth Solutions, Inc. | 39,951 | $4.39M | 0.05% | −4,134−9.4% | Reduced |
| Summitry LLC | 39,671 | $4.36M | 0.22% | +6,033+17.9% | Added |
| Norinchukin Bank, The | 39,599 | $4.36M | 0.08% | +5,418+15.9% | Added |
| InvesTrust | 39,583 | $4.35M | 1.19% | +1,018+2.6% | Added |
| Independent Advisor Alliance | 39,387 | $4.33M | 0.14% | −6,871−14.9% | Reduced |
| Gilbert & Cook, Inc. | 39,366 | $4.33M | 0.63% | −12,774−24.5% | Reduced |
| Louisiana State Employees Retirement System | 39,300 | $4.32M | 0.09% | 00.0% | Unchanged |
| Tower Bridge Advisors | 39,196 | $4.31M | 0.48% | −350−0.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 39,157 | $4.31M | 1.83% | +11,735+42.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 39,160 | $4.31M | 0.04% | −11,580−22.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 38,776 | $4.26M | 0.39% | +391+1.0% | Added |
| ARS Wealth Advisors Group, LLC | 38,693 | $4.26M | 0.60% | +2,959+8.3% | Added |
| Securian Asset Management, Inc | 38,659 | $4.25M | 0.13% | −648−1.6% | Reduced |
| Edgestream Partners, L.P. | 38,506 | $4.24M | 0.14% | +11,880+44.6% | Added |
| Huntington National Bank | 38,217 | $4.20M | 0.03% | −5,248−12.1% | Reduced |
| Crossmark Global Holdings, Inc. | 38,092 | $4.19M | 0.07% | −486−1.3% | Reduced |
| HBK Sorce Advisory LLC | 38,053 | $4.19M | 0.12% | +1,670+4.6% | Added |
| EagleClaw Capital Managment, LLC | 38,032 | $4.18M | 0.66% | +127+0.3% | Added |
| WCM Investment Management, LLC | 37,623 | $4.13M | 0.01% | −90.0% | Reduced |
| Truvestments Capital LLC | 37,363 | $4.11M | 0.89% | +15,033+67.3% | Added |
| Lowe Brockenbrough & Co Inc | 37,329 | $4.11M | 0.27% | +216+0.6% | Added |
| Evercore Wealth Management, LLC | 37,226 | $4.09M | 0.07% | −24,891−40.1% | Reduced |
| Intech Investment Management LLC | 37,199 | $4.09M | 0.04% | +3,444+10.2% | Added |
| Capital Investment Counsel, Inc | 37,184 | $4.09M | 0.61% | +339+0.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 40,983 | $4.08M | 1.77% | +40,983 | New |
| Group One Trading, L.P. | 37,116 | $4.08M | 0.17% | +24,119+185.6% | Added |
| Soltis Investment Advisors LLC | 37,085 | $4.08M | 0.36% | +5,482+17.3% | Added |
| Kovitz Investment Group Partners, LLC | 37,076 | $4.08M | 0.02% | +2,018+5.8% | Added |
| Bridge Creek Capital Management LLC | 37,045 | $4.07M | 1.28% | +1,752+5.0% | Added |
| Edmond de Rothschild Holding S.A. | 36,673 | $4.03M | 0.07% | −2,591−6.6% | Reduced |
| Dean Investment Associates, LLC | 36,353 | $4.00M | 0.59% | +8,606+31.0% | Added |
| Inlet Private Wealth, LLC | 36,103 | $3.97M | 1.03% | +950+2.7% | Added |
| CMG Global Holdings, LLC | 40,097 | $3.97M | 2.59% | −2,001−4.8% | Reduced |
| Inspire Trust Co, N.A. | 36,000 | $3.96M | 0.94% | +8,000+28.6% | Added |
| Boyer & Corporon Wealth Management, LLC | 35,962 | $3.96M | 1.37% | +35,962 | New |
| Stolper Co | 35,672 | $3.92M | 1.29% | +114+0.3% | Added |
| Bristlecone Advisors, LLC | 35,590 | $3.91M | 0.32% | +4,090+13.0% | Added |
| Vinva Investment Management Ltd | 35,683 | $3.91M | 0.16% | −128−0.4% | Reduced |
| Commerce Bank | 35,452 | $3.90M | 0.02% | +2,219+6.7% | Added |
| Savant Capital, LLC | 35,296 | $3.88M | 0.03% | −21,507−37.9% | Reduced |
| Siemens Fonds Invest GmbH | 35,275 | $3.88M | 0.27% | +178+0.5% | Added |
| Pinkerton Retirement Specialists, LLC | 34,870 | $3.84M | 0.50% | +3,897+12.6% | Added |
| Fisher Funds Management LTD | 34,731 | $3.82M | 0.09% | 00.0% | Unchanged |
| PDS Planning, Inc | 34,649 | $3.81M | 0.32% | +66+0.2% | Added |
| Bank of New Hampshire | 34,557 | $3.80M | 0.99% | −1,010−2.8% | Reduced |
| Commonwealth Retirement Investments LLC | 34,304 | $3.77M | 1.54% | +5,884+20.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 34,201 | $3.76M | 0.25% | +21,718+174.0% | Added |
| New Mexico Educational Retirement Board | 34,162 | $3.76M | 0.13% | −800−2.3% | Reduced |
| Advisory Alpha, LLC | 34,144 | $3.76M | 0.13% | +8,205+31.6% | Added |
| Hallmark Capital Management Inc | 34,136 | $3.75M | 0.28% | +16,285+91.2% | Added |
| Palouse Capital Management, Inc. | 34,096 | $3.75M | 2.56% | +17,297+103.0% | Added |
| Maryland State Retirement & Pension System | 34,088 | $3.75M | 0.09% | −5,418−13.7% | Reduced |
| Hourglass Capital, LLC | 33,955 | $3.73M | 0.98% | +3,390+11.1% | Added |
| Capital Investment Advisory Services, LLC | 33,696 | $3.71M | 0.33% | +13,691+68.4% | Added |
| Vestmark Advisory Solutions, Inc. | 33,674 | $3.70M | 0.10% | +14,447+75.1% | Added |
| Butensky & Cohen Financial Security, Inc | 33,567 | $3.69M | 1.13% | +3,175+10.4% | Added |
| Northwest Bancshares, Inc. | 33,533 | $3.69M | 0.68% | +1,935+6.1% | Added |
| Redmond Asset Management, LLC | 33,449 | $3.68M | 0.95% | +2,851+9.3% | Added |
| Congress Wealth Management LLC | 32,759 | $3.65M | 0.04% | +22,161+209.1% | Added |
| Fieldview Capital Management, LLC | 33,113 | $3.64M | 0.51% | +33,113 | New |
| Bragg Financial Advisors, Inc | 33,005 | $3.63M | 0.15% | −1,221−3.6% | Reduced |
| Borer Denton & Associates, Inc. | 32,986 | $3.63M | 1.28% | −2,650−7.4% | Reduced |
| SummitTX Capital, L.P. | 32,810 | $3.61M | 0.16% | +32,810 | New |