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 |
|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 27,373 | $2.65M | 0.15% | −1,207−4.2% | Reduced |
| Pavion Blue Capital, LLC | 24,003 | $2.64M | 1.26% | −75−0.3% | Reduced |
| Umb Bank N A | 24,002 | $2.64M | 0.04% | −2,330−8.8% | Reduced |
| Tower Research Capital LLC (TRC) | 23,955 | $2.63M | 0.08% | −21,713−47.5% | Reduced |
| Bokf, NA | 23,716 | $2.61M | 0.05% | −777−3.2% | Reduced |
| Leonteq Securities AG | 23,647 | $2.60M | 0.20% | +12,271+107.9% | Added |
| Cardinal Capital Management | 23,654 | $2.60M | 0.40% | +1,272+5.7% | Added |
| SAM Advisors, LLC | 23,527 | $2.59M | 0.97% | +636+2.8% | Added |
| Whittier Trust Co | 23,459 | $2.58M | 0.04% | −5,831−19.9% | Reduced |
| ProVise Management Group, LLC | 23,261 | $2.56M | 0.22% | +694+3.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,261 | $2.56M | 0.04% | +39+0.2% | Added |
| TCM Advisors, LLC | – | $2.55M | 2.23% | – | – |
| Ascent Group, LLC | 23,181 | $2.55M | 0.11% | +23,181 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 23,108 | $2.54M | 0.03% | −58,900−71.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 22,961 | $2.53M | 0.02% | −799,672−97.2% | Reduced |
| Tilson Financial Group, Inc. | 22,894 | $2.52M | 1.00% | −15−0.1% | Reduced |
| Keating Investment Counselors Inc | 22,891 | $2.52M | 0.76% | +3,439+17.7% | Added |
| Old Point Trust & Financial Services N A | 22,837 | $2.51M | 0.88% | −835−3.5% | Reduced |
| Exeter Financial, LLC | 22,823 | $2.51M | 1.13% | +2,060+9.9% | Added |
| Perkins Coie Trust Co | 22,793 | $2.51M | 0.57% | +2,217+10.8% | Added |
| QTR Family Wealth, LLC | 22,751 | $2.50M | 1.89% | +22,751 | New |
| Jacobi Capital Management LLC | 22,700 | $2.50M | 0.18% | +609+2.8% | Added |
| Maven Securities LTD | 22,600 | $2.49M | 0.54% | +18,334+429.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 22,467 | $2.47M | 0.12% | +599+2.7% | Added |
| Two Sigma Securities, LLC | 22,447 | $2.47M | 0.38% | +18,036+408.9% | Added |
| Horan Capital Advisors, LLC. | 22,445 | $2.47M | 0.83% | +72+0.3% | Added |
| Am Investment Strategies LLC | 22,345 | $2.46M | 0.60% | +1,476+7.1% | Added |
| Washington Trust Advisors, Inc. | 22,294 | $2.45M | 0.22% | −76,141−77.4% | Reduced |
| Old Port Advisors | 22,262 | $2.45M | 0.73% | −80−0.4% | Reduced |
| Stock Yards Bank & Trust Co | 22,141 | $2.44M | 0.09% | −2,429−9.9% | Reduced |
| Chiron Capital Management, LLC | 22,072 | $2.43M | 2.21% | +22,072 | New |
| Virginia Wealth Management Group, Inc. | 21,985 | $2.42M | 1.49% | +1,248+6.0% | Added |
| Sovereign Financial Group, Inc. | 21,972 | $2.42M | 0.56% | −133−0.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 21,956 | $2.41M | 0.09% | +464+2.2% | Added |
| Leelyn Smith, LLC | 21,927 | $2.41M | 0.43% | +862+4.1% | Added |
| Anderson Hoagland & Co | 26,186 | $2.41M | 0.29% | 00.0% | Unchanged |
| Jensen Investment Management Inc | 21,870 | $2.41M | 0.03% | −1,004−4.4% | Reduced |
| Catherine Avery Investment Management LLC | 21,681 | $2.38M | 2.14% | −270−1.2% | Reduced |
| Arete Wealth Advisors, LLC | 21,632 | $2.38M | 0.18% | +6,128+39.5% | Added |
| Cohen Investment Advisors LLC | 21,616 | $2.38M | 1.38% | +2,625+13.8% | Added |
| Laurel Wealth Advisors LLC | 21,549 | $2.37M | 0.37% | +1,950+9.9% | Added |
| Dynamic Advisor Solutions LLC | 21,543 | $2.37M | 0.08% | +21,543 | New |
| Integrity Alliance, LLC. | 21,522 | $2.37M | 0.09% | +12,460+137.5% | Added |
| Brady Family Wealth, LLC | 21,462 | $2.36M | 0.76% | −1,543−6.7% | Reduced |
| Miller Howard Investments Inc | 21,456 | $2.36M | 0.08% | +1,265+6.3% | Added |
| Tokio Marine Asset Management Co Ltd | 21,384 | $2.35M | 0.09% | +1,877+9.6% | Added |
| Everence Capital Management Inc | 21,350 | $2.35M | 0.16% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 21,241 | $2.34M | 0.94% | −588−2.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 21,205 | $2.33M | 0.17% | −4,109−16.2% | Reduced |
| Bonness Enterprises Inc | 21,150 | $2.33M | 0.76% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 21,140 | $2.33M | 1.03% | −796−3.6% | Reduced |
| Slagle Financial, LLC | 21,053 | $2.32M | 1.03% | +140+0.7% | Added |
| Americana Partners, LLC | 21,027 | $2.31M | 0.09% | +1,624+8.4% | Added |
| Frank, Rimerman Advisors LLC | 21,026 | $2.31M | 0.18% | −8,386−28.5% | Reduced |
| Pure Financial Advisors, Inc. | 20,800 | $2.29M | 0.05% | +2,358+12.8% | Added |
| Independence Bank of Kentucky | 20,782 | $2.29M | 0.36% | −265−1.3% | Reduced |
| Beech Hill Advisors, Inc. | 20,781 | $2.29M | 0.91% | +45+0.2% | Added |
| GWN Securities Inc. | 22,741 | $2.29M | 0.13% | +20,882+1,123.3% | Added |
| Islay Capital Management, LLC | 20,771 | $2.28M | 1.54% | +20,771 | New |
| Tritonpoint Wealth, LLC | 20,707 | $2.28M | 0.22% | −43,425−67.7% | Reduced |
| Investment Management Corp of Ontario | 20,676 | $2.27M | 0.05% | +20,676 | New |
| Birch Hill Investment Advisors LLC | 20,561 | $2.26M | 0.11% | −17,741−46.3% | Reduced |
| Bailard, Inc. | 20,439 | $2.25M | 0.06% | −3,449−14.4% | Reduced |
| Heritage Trust Co | 20,378 | $2.24M | 0.27% | −1,043−4.9% | Reduced |
| Sagespring Wealth Partners, LLC | 20,241 | $2.23M | 0.06% | −883−4.2% | Reduced |
| Highland Capital Management, LLC | 20,241 | $2.23M | 0.13% | −320−1.6% | Reduced |
| Drucker Wealth 3.0, LLC | 20,157 | $2.22M | 0.49% | +11+0.1% | Added |
| Royal Fund Management, LLC | 20,131 | $2.21M | 0.26% | −5,759−22.2% | Reduced |
| Ronald Blue Trust, Inc. | 20,129 | $2.21M | 0.03% | +5,118+34.1% | Added |
| Nicholas Hoffman & Company, LLC. | 20,045 | $2.20M | 0.08% | +4,134+26.0% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $2.20M | 0.60% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 19,984 | $2.20M | 0.48% | +895+4.7% | Added |
| Oak Thistle LLC | 19,981 | $2.20M | 0.44% | +19,981 | New |
| Bryn Mawr Trust Co | 19,943 | $2.19M | 0.04% | −2,473−11.0% | Reduced |
| Park Avenue Securities LLC | 19,878 | $2.19M | 0.03% | +2,691+15.7% | Added |
| Forte Capital LLC | 19,822 | $2.18M | 0.26% | +10,198+106.0% | Added |
| Pensionmark Financial Group, LLC | 19,818 | $2.18M | 0.06% | +202+1.0% | Added |
| Buckingham Strategic Partners | 19,680 | $2.16M | 0.03% | +3,927+24.9% | Added |
| Summit X, LLC | 19,677 | $2.16M | 0.46% | +9,509+93.5% | Added |
| Measured Risk Portfolios, Inc. | 19,638 | $2.16M | 2.32% | +1,925+10.9% | Added |
| Glass Wealth Management Co LLC | 19,630 | $2.16M | 1.30% | −2,170−10.0% | Reduced |
| Peloton Wealth Strategists | 19,631 | $2.16M | 0.90% | −2,775−12.4% | Reduced |
| McDaniel Terry & Co | 19,592 | $2.15M | 0.19% | −7,157−26.8% | Reduced |
| Optimist Retirement Group LLC | 19,530 | $2.15M | 1.08% | +13,278+212.4% | Added |
| Shorepoint Capital Partners LLC | 19,504 | $2.15M | 0.49% | +282+1.5% | Added |
| Savoie Capital LLC | 16,928 | $2.13M | 0.25% | 00.0% | Unchanged |
| Twin Tree Management, LP | 19,325 | $2.13M | 0.05% | −38,398−66.5% | Reduced |
| Harvest Investment Services, LLC | 19,297 | $2.12M | 0.59% | −40.0% | Reduced |
| Lecap Asset Management Ltd | 19,236 | $2.12M | 0.49% | +1,398+7.8% | Added |
| Atlantic Union Bankshares Corp | 19,181 | $2.11M | 0.13% | −1,635−7.9% | Reduced |
| Portside Wealth Group, LLC | 19,070 | $2.10M | 0.34% | +4,639+32.1% | Added |
| Pitcairn Co | 19,054 | $2.10M | 0.13% | −2,992−13.6% | Reduced |
| Wahed Invest LLC | 19,030 | $2.09M | 0.36% | +630+3.4% | Added |
| GHP Investment Advisors, Inc. | 19,024 | $2.09M | 0.10% | +563+3.0% | Added |
| Rehmann Capital Advisory Group | 18,903 | $2.08M | 0.13% | +2,733+16.9% | Added |
| Marks Group Wealth Management, Inc | 18,890 | $2.08M | 0.20% | +267+1.4% | Added |
| Cox Capital Mgt LLC | 18,782 | $2.07M | 1.51% | +3,492+22.8% | Added |
| OV Management LLC | 18,662 | $2.05M | 0.96% | +5,041+37.0% | Added |
| Oak Harbor Wealth Partners, LLC | 18,573 | $2.04M | 0.58% | 00.0% | Unchanged |
| Miller Financial Services LLC | 18,543 | $2.04M | 2.93% | +1,197+6.9% | Added |