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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 32,604 | $3.59M | 0.11% | +21,533+194.5% | Added |
| Sky Investment Group LLC | 32,554 | $3.58M | 0.66% | −1,220−3.6% | Reduced |
| Penn Davis McFarland Inc | 32,360 | $3.56M | 0.42% | −214−0.7% | Reduced |
| Kingsview Wealth Management, LLC | 32,205 | $3.54M | 0.07% | +11,485+55.4% | Added |
| Cornerstone Advisors, LLC | 32,100 | $3.53M | 0.15% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 32,012 | $3.52M | 1.22% | +373+1.2% | Added |
| Riverview Capital Advisers, LLC | 32,011 | $3.52M | 1.11% | −6,867−17.7% | Reduced |
| M&G Plc | 31,988 | $3.52M | 0.02% | −2,909−8.3% | Reduced |
| TD Private Client Wealth LLC | 31,957 | $3.51M | 0.10% | +18,788+142.7% | Added |
| Benin Management CORP | 31,918 | $3.51M | 1.00% | +3,605+12.7% | Added |
| Sciencast Management LP | 31,918 | $3.51M | 0.81% | +7,742+32.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 31,715 | $3.49M | 0.10% | −799−2.5% | Reduced |
| E. Ohman J:or Asset Management AB | 31,635 | $3.48M | 0.09% | −1,376−4.2% | Reduced |
| Metis Global Partners, LLC | 31,387 | $3.45M | 0.10% | +173+0.6% | Added |
| North Star Investment Management Corp. | 31,372 | $3.45M | 0.25% | −4,039−11.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 31,305 | $3.44M | 1.94% | +265+0.9% | Added |
| Zions Bancorporation, National Association | 30,881 | $3.40M | 0.21% | +30,881 | New |
| MainStreet Investment Advisors LLC | 30,704 | $3.38M | 0.49% | −770−2.4% | Reduced |
| EP Wealth Advisors, LLC | 30,666 | $3.37M | 0.03% | +460+1.5% | Added |
| Summit Financial, LLC | 30,627 | $3.37M | 0.09% | +6,644+27.7% | Added |
| Massmutual Trust Co FSB | 30,535 | $3.36M | 0.10% | −541−1.7% | Reduced |
| Garland Capital Management Inc | 30,265 | $3.33M | 3.12% | −4,240−12.3% | Reduced |
| Elo Mutual Pension Insurance Co | 30,171 | $3.32M | 0.07% | −36,676−54.9% | Reduced |
| JB Capital LLC | 30,105 | $3.31M | 0.18% | +30,105 | New |
| William Allan, LLC | 30,068 | $3.31M | 2.07% | +878+3.0% | Added |
| Culbertson A N & Co Inc | 29,876 | $3.29M | 0.52% | +1,460+5.1% | Added |
| GLOBALT Investments LLC | 29,770 | $3.27M | 0.13% | +35+0.1% | Added |
| Kesler, Norman & Wride, LLC | 29,757 | $3.27M | 0.62% | −362−1.2% | Reduced |
| Wealthedge Investment Advisors, LLC | 29,747 | $3.27M | 1.48% | +7,798+35.5% | Added |
| Monarch Capital Management Inc | 29,745 | $3.27M | 0.91% | +2,565+9.4% | Added |
| Farmers National Bank | 29,031 | $3.19M | 0.90% | +795+2.8% | Added |
| Prime Capital Investment Advisors, LLC | 28,855 | $3.17M | 0.04% | +15,205+111.4% | Added |
| Resources Investment Advisors, LLC. | 28,795 | $3.17M | 0.04% | −4,281−12.9% | Reduced |
| Wolverine Asset Management LLC | 28,772 | $3.16M | 0.06% | +22,111+331.9% | Added |
| Cohen Klingenstein LLC | 28,769 | $3.16M | 0.11% | −280−1.0% | Reduced |
| Albion Financial Group | 28,694 | $3.16M | 0.22% | −10,958−27.6% | Reduced |
| Bleakley Financial Group, LLC | 28,449 | $3.13M | 0.10% | −5,534−16.3% | Reduced |
| Hilltop Holdings Inc. | 28,445 | $3.13M | 0.20% | +9,929+53.6% | Added |
| Klingenstein Fields & Co LP | 28,198 | $3.10M | 0.13% | −149−0.5% | Reduced |
| Perigon Wealth Management, LLC | 28,195 | $3.10M | 0.08% | +251+0.9% | Added |
| Ilex Capital Partners (UK) LLP | 28,150 | $3.10M | 0.13% | +28,150 | New |
| Quadrature Capital Ltd | 27,990 | $3.08M | 0.07% | +27,990 | New |
| Signature Wealth Management Group | 27,986 | $3.08M | 1.20% | +1,789+6.8% | Added |
| Inspire Advisors, LLC | 27,770 | $3.05M | 0.35% | +27,770 | New |
| Arkadios Wealth Advisors | 27,692 | $3.05M | 0.12% | +10,219+58.5% | Added |
| Tocqueville Asset Management L.P. | 27,630 | $3.04M | 0.05% | −26,234−48.7% | Reduced |
| Interval Partners, LP | 27,607 | $3.04M | 0.11% | −631,862−95.8% | Reduced |
| Beacon Financial Group | 27,463 | $3.02M | 0.33% | −596−2.1% | Reduced |
| Argyle Capital Management Inc. | 27,405 | $3.01M | 1.12% | +977+3.7% | Added |
| Ethic Inc. | 27,535 | $3.01M | 0.06% | +1,170+4.4% | Added |
| Atwater Malick LLC | 27,287 | $3.00M | 1.02% | +2,852+11.7% | Added |
| FIL Ltd | 27,263 | $3.00M | 0.00% | −5,496−16.8% | Reduced |
| Farmers & Merchants Investments Inc | 27,189 | $2.99M | 0.09% | −1,038−3.7% | Reduced |
| Mediolanum International Funds Ltd | 27,157 | $2.98M | 0.04% | −4,270−13.6% | Reduced |
| Clearstead Advisors, LLC | 26,999 | $2.97M | 0.05% | +10,381+62.5% | Added |
| Pine Valley Investments Ltd Liability Co | 26,956 | $2.96M | 0.19% | −758−2.7% | Reduced |
| TD Waterhouse Canada Inc. | 27,091 | $2.96M | 0.02% | +1,884+7.5% | Added |
| Horrell Capital Management, Inc. | 26,830 | $2.95M | 1.23% | +173+0.6% | Added |
| Northwest & Ethical Investments L.P. | 26,808 | $2.95M | 0.08% | −21,196−44.2% | Reduced |
| Vision Capital Management, Inc. | 26,782 | $2.95M | 0.42% | +3,213+13.6% | Added |
| LongView Wealth Management | 26,773 | $2.94M | 0.88% | +25+0.1% | Added |
| Opus Investment Management Inc | 26,600 | $2.93M | 2.09% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 26,483 | $2.91M | 0.87% | +920+3.6% | Added |
| Dorsey & Whitney Trust CO LLC | 26,386 | $2.90M | 0.17% | −4,645−15.0% | Reduced |
| Acadian Asset Management LLC | 26,372 | $2.90M | 0.01% | +1,213+4.8% | Added |
| Brookmont Capital Management | 26,258 | $2.89M | 1.63% | −909−3.3% | Reduced |
| Providence Capital Advisors, LLC | 26,256 | $2.89M | 0.60% | +240+0.9% | Added |
| Agf Management Ltd | 26,181 | $2.88M | 0.02% | +2,216+9.2% | Added |
| KMG Fiduciary Partners, LLC | 26,175 | $2.88M | 0.24% | −10,908−29.4% | Reduced |
| Vident Advisory, LLC | 26,142 | $2.88M | 0.04% | +6,296+31.7% | Added |
| Trilogy Capital Inc. | 26,094 | $2.87M | 0.15% | +2,567+10.9% | Added |
| Omers Administration Corp | 26,064 | $2.87M | 0.03% | −4,270−14.1% | Reduced |
| McDonald Partners LLC | 26,000 | $2.86M | 0.75% | +1,588+6.5% | Added |
| Stanley-Laman Group, Ltd. | 26,029 | $2.86M | 0.44% | +3,149+13.8% | Added |
| Motco | 26,014 | $2.86M | 0.30% | −2,056−7.3% | Reduced |
| Morton Community Bank | 25,805 | $2.84M | 0.74% | +10,776+71.7% | Added |
| Doheny Asset Management | 25,709 | $2.83M | 2.21% | +25,709 | New |
| Portfolio Design Labs, LLC | 25,708 | $2.83M | 0.58% | +25,708 | New |
| Meiji Yasuda Asset Management Co Ltd. | 25,594 | $2.82M | 0.11% | −339−1.3% | Reduced |
| Griffin Asset Management, Inc. | 25,549 | $2.81M | 0.34% | −23,863−48.3% | Reduced |
| Cypress Wealth Services, LLC | 25,453 | $2.80M | 0.57% | +1,108+4.6% | Added |
| Jump Financial, LLC | 25,439 | $2.80M | 0.04% | +18,265+254.6% | Added |
| Bourne Lent Asset Management Inc | 25,408 | $2.79M | 1.20% | −250−1.0% | Reduced |
| NewEdge Wealth, LLC | 25,339 | $2.79M | 0.05% | +2,037+8.7% | Added |
| Investment House LLC | 25,268 | $2.78M | 0.16% | −1,640−6.1% | Reduced |
| Mather Group, LLC. | 25,244 | $2.78M | 0.03% | −1,376−5.2% | Reduced |
| Empirical Finance, LLC | 25,116 | $2.76M | 0.17% | +423+1.7% | Added |
| Natural Investments, LLC | 25,036 | $2.75M | 0.78% | −359−1.4% | Reduced |
| Rodgers Brothers Inc. | 24,985 | $2.75M | 0.37% | +15,630+167.1% | Added |
| PYA Waltman Capital, LLC | 24,955 | $2.74M | 0.86% | +5,680+29.5% | Added |
| Total Clarity Wealth Management, Inc. | 21,731 | $2.74M | 0.89% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 24,783 | $2.73M | 0.04% | −13,144−34.7% | Reduced |
| Independent Investors Inc | 24,650 | $2.71M | 0.58% | −110.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 24,580 | $2.70M | 0.28% | +10.0% | Added |
| Element Capital Management LLC | 24,567 | $2.70M | 0.67% | +24,567 | New |
| Venture Visionary Partners LLC | 24,514 | $2.70M | 0.11% | +11,189+84.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 27,462 | $2.68M | 0.15% | +27,462 | New |
| Barnes Dennig Private Wealth Management LLC | 24,223 | $2.66M | 4.03% | +24,223 | New |
| Valeo Financial Advisors, LLC | 24,215 | $2.66M | 0.07% | −1,590−6.2% | Reduced |
| United Asset Strategies, Inc. | 24,174 | $2.66M | 0.25% | +1,900+8.5% | Added |