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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 18,525 | $2.04M | 0.09% | −3,269−15.0% | Reduced |
| StoneX Group Inc. | 18,475 | $2.03M | 0.11% | −737−3.8% | Reduced |
| Alberta Investment Management Corp | 18,400 | $2.02M | 0.01% | −28,700−60.9% | Reduced |
| Arnhold LLC | 18,370 | $2.02M | 0.20% | 00.0% | Unchanged |
| National Asset Management, Inc. | 18,255 | $2.01M | 0.06% | −1,894−9.4% | Reduced |
| Courier Capital LLC | 18,224 | $2.00M | 0.13% | −784−4.1% | Reduced |
| Pathway Financial Advisers, LLC | 18,177 | $2.00M | 0.69% | +1,185+7.0% | Added |
| Fulton Bank, N.A. | 18,141 | $2.00M | 0.08% | −430−2.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 18,090 | $1.99M | 0.18% | +646+3.7% | Added |
| Aspire Private Capital, LLC | 18,045 | $1.98M | 0.49% | −40.0% | Reduced |
| Wedbush Securities Inc | 17,971 | $1.98M | 0.07% | +3,399+23.3% | Added |
| Zullo Investment Group, Inc. | 17,941 | $1.97M | 0.85% | +450+2.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,927 | $1.97M | 0.92% | +1,186+7.1% | Added |
| Marion Wealth Management | 17,896 | $1.97M | 0.53% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 17,859 | $1.96M | 0.11% | +7,682+75.5% | Added |
| TrueMark Investments, LLC | 17,858 | $1.96M | 0.51% | −19,037−51.6% | Reduced |
| Groupama Asset Managment | 17,845 | $1.96M | 0.04% | +11,390+176.5% | Added |
| Kennon-Green & Company, LLC | 17,766 | $1.95M | 1.59% | +213+1.2% | Added |
| Sculati Wealth Management, LLC | 17,745 | $1.95M | 0.79% | +959+5.7% | Added |
| Hantz Financial Services, Inc. | 17,682 | $1.95M | 0.03% | −509−2.8% | Reduced |
| Perpetual Ltd | 17,657 | $1.94M | 0.02% | +7,248+69.6% | Added |
| Moors & Cabot, Inc. | 17,600 | $1.94M | 0.10% | −81−0.5% | Reduced |
| Trust Co of Vermont | 17,582 | $1.93M | 0.10% | −834−4.5% | Reduced |
| Boomfish Wealth Group, LLC | 17,493 | $1.92M | 1.25% | +21+0.1% | Added |
| Machina Capital S.A.S. | 17,317 | $1.90M | 0.57% | +17,317 | New |
| NBT Bank N A | 17,187 | $1.89M | 0.14% | −1,141−6.2% | Reduced |
| Sovereign's Capital Management, LLC | 17,096 | $1.88M | 1.12% | +1,296+8.2% | Added |
| Searle & Co. | 17,045 | $1.87M | 0.53% | +2,174+14.6% | Added |
| Beacon Investment Advisors LLC | 17,013 | $1.87M | 0.88% | +248+1.5% | Added |
| Foundations Investment Advisors, LLC | 17,001 | $1.87M | 0.03% | −65−0.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 16,940 | $1.86M | 0.02% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 16,912 | $1.86M | 0.20% | +4,308+34.2% | Added |
| DHJJ Financial Advisors, Ltd. | 16,905 | $1.86M | 0.75% | 00.0% | Unchanged |
| Paralel Advisors LLC | 16,894 | $1.86M | 0.08% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 16,887 | $1.86M | 0.16% | +16,887 | New |
| Venturi Wealth Management, LLC | 16,848 | $1.85M | 0.10% | +2,896+20.8% | Added |
| Harbour Investment Management LLC | 16,839 | $1.85M | 0.84% | +1,829+12.2% | Added |
| Sigma Planning Corp | 16,832 | $1.85M | 0.06% | +2,954+21.3% | Added |
| Quintet Private Bank (Europe) S.A. | 16,733 | $1.84M | 0.11% | +148+0.9% | Added |
| Miller Investment Management, LP | 16,707 | $1.84M | 0.20% | −152−0.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,670 | $1.83M | 0.27% | +11,940+252.4% | Added |
| Lantz Financial LLC | 16,649 | $1.83M | 0.50% | −156−0.9% | Reduced |
| Mengis Capital Management, Inc. | 16,606 | $1.83M | 0.38% | −155−0.9% | Reduced |
| Voleon Capital Management LP | 16,427 | $1.81M | 0.14% | +3,819+30.3% | Added |
| Point72 (DIFC) Ltd | 16,427 | $1.81M | 0.17% | +5,703+53.2% | Added |
| Sage Mountain Advisors LLC | 16,391 | $1.80M | 0.13% | +1,211+8.0% | Added |
| Auto-Owners Insurance Co | 5,400 | $1.80M | 0.06% | −6,900−56.1% | Reduced |
| Carmel Capital Partners, LLC | 16,333 | $1.80M | 0.71% | +808+5.2% | Added |
| Millennium Capital Advisors, LLC | 16,186 | $1.78M | 1.31% | −1,132−6.5% | Reduced |
| Martin Capital Partners, LLC | 16,160 | $1.78M | 2.13% | −351−2.1% | Reduced |
| Parallel Advisors, LLC | 16,152 | $1.78M | 0.04% | −268−1.6% | Reduced |
| Boyar Asset Management Inc. | 16,059 | $1.77M | 1.28% | −1,479−8.4% | Reduced |
| Groupe la Francaise | 16,050 | $1.76M | 0.04% | −2,928−15.4% | Reduced |
| Maltin Wealth Management, Inc. | 16,029 | $1.76M | 0.83% | −2,422−13.1% | Reduced |
| Neville Rodie & Shaw Inc | 15,997 | $1.76M | 0.14% | +130+0.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,000 | $1.76M | 0.16% | +4,400+37.9% | Added |
| Arvest Bank Trust Division | 15,978 | $1.76M | 0.11% | −42−0.3% | Reduced |
| Harvest Portfolios Group Inc. | 15,881 | $1.75M | 0.05% | +3,047+23.7% | Added |
| CFC Planning Co LLC | 15,769 | $1.73M | 1.90% | +3,295+26.4% | Added |
| Phoenix Holdings Ltd. | 15,698 | $1.73M | 0.03% | +10,330+192.4% | Added |
| Cladis Investment Advisory, LLC | 15,716 | $1.73M | 1.25% | +3,701+30.8% | Added |
| Kinneret Advisory, LLC | 15,690 | $1.73M | 0.17% | −52−0.3% | Reduced |
| V-Square Quantitative Management LLC | 15,677 | $1.72M | 0.25% | +210+1.4% | Added |
| Auxier Asset Management | 15,675 | $1.72M | 0.26% | +307+2.0% | Added |
| Palisade Asset Management, LLC | 15,651 | $1.72M | 0.18% | −100−0.6% | Reduced |
| Norris Financial Group, LLC | 15,586 | $1.71M | 0.80% | +12,321+377.4% | Added |
| Radnor Capital Management, LLC | 15,553 | $1.71M | 0.29% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 15,549 | $1.71M | 0.09% | +1,782+12.9% | Added |
| Bartlett & Co. Wealth Management LLC | 15,379 | $1.69M | 0.02% | −52,007−77.2% | Reduced |
| Capital Fund Management S.A. | 15,352 | $1.69M | 0.02% | −328,423−95.5% | Reduced |
| Citizens Financial Group Inc | 15,278 | $1.68M | 0.03% | −441−2.8% | Reduced |
| Sepio Capital, LP | 15,226 | $1.67M | 0.13% | −2,614−14.7% | Reduced |
| Atomi Financial Group, Inc. | 15,215 | $1.67M | 0.08% | +4,120+37.1% | Added |
| Allstate Corp | 15,196 | $1.67M | 0.05% | −6,505−30.0% | Reduced |
| Equitable Holdings, Inc. | 15,188 | $1.67M | 0.02% | +6,365+72.1% | Added |
| Te Ahumairangi Investment Management Ltd | 15,186 | $1.67M | 0.35% | −250−1.6% | Reduced |
| Ontario Teachers Pension Plan Board | 15,177 | $1.67M | 0.03% | +6,347+71.9% | Added |
| Sterneck Capital Management, LLC | 15,108 | $1.66M | 0.90% | +2,274+17.7% | Added |
| Horizon Investments, LLC | 15,066 | $1.66M | 0.05% | +617+4.3% | Added |
| Rice Partnership, LLC | 15,039 | $1.65M | 0.34% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 15,000 | $1.65M | 0.14% | 00.0% | Unchanged |
| Change Path, LLC | 14,875 | $1.64M | 0.05% | +447+3.1% | Added |
| Baxter Bros Inc | 14,838 | $1.63M | 0.21% | −1,682−10.2% | Reduced |
| Adviser Investments LLC | 14,836 | $1.63M | 0.02% | −66,438−81.7% | Reduced |
| Ignite Planners, LLC | 17,245 | $1.63M | 0.32% | +13,058+311.9% | Added |
| Silvercrest Asset Management Group LLC | 14,831 | $1.63M | 0.01% | +608+4.3% | Added |
| Orca Investment Management, LLC | 14,814 | $1.63M | 1.63% | −310−2.0% | Reduced |
| Argent Advisors, Inc. | 14,764 | $1.62M | 0.54% | +3,011+25.6% | Added |
| Cherokee Insurance Co | 14,750 | $1.62M | 0.72% | +1,500+11.3% | Added |
| Ridgewood Investments LLC | 14,671 | $1.61M | 0.75% | +1,045+7.7% | Added |
| Mfg Wealth Management, Inc. | 14,668 | $1.61M | 1.54% | +14,668 | New |
| Tiaa Trust, National Association | 14,658 | $1.61M | 0.01% | −266−1.8% | Reduced |
| Harvest Investment Advisors, LLC | 14,632 | $1.61M | 1.16% | +3,107+27.0% | Added |
| Ancora Advisors, LLC | 14,544 | $1.60M | 0.04% | +9,941+216.0% | Added |
| Ceera Investments, LLC | 14,523 | $1.60M | 0.55% | +3,225+28.5% | Added |
| Spinnaker Trust | 14,514 | $1.60M | 0.10% | −2,629−15.3% | Reduced |
| Jefferies Financial Group Inc. | 14,507 | $1.60M | 0.03% | +5,935+69.2% | Added |
| Green Square Capital Advisors LLC | 14,480 | $1.59M | 0.24% | +11,870+454.8% | Added |
| Corbyn Investment Management Inc | 14,477 | $1.59M | 0.59% | +572+4.1% | Added |
| Addison Capital Co | 14,470 | $1.59M | 0.62% | −319−2.2% | Reduced |