United Parcel Service Inc

UPS

Exchange: NYSE
Industry: Trucking & Courier Services (No Air)
SEC CIK: 0001090727

SEC filings (opens in a new tab)

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, Q2 2025

Institutional positions in United Parcel Service Inc as of Jun 30, 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: 2,116; −62 vs. Q1 2025
Shares held: 499.0M; −3.98M (−0.8%) vs. Q1 2025
Total value: $50.4B; −$4.88B (−8.8%) vs. Q1 2025
New holders: 171; 881 more added
Sold out: 233; 849 more reduced

24 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 2,116 institutions

Value heldQ2 2025: $50.4B

Institutions holding UPS and their total value by quarter
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, Q2 2025

Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q1 2025.

Institutions holding UPS in Q2 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Winthrop Capital Management, LLC	4	$0	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	2	$178	0.00%	+2	New
High Note Wealth, LLC	2	$202	0.00%	+2	New
Koesten, Hirschmann & Crabtree, INC.	3	$254	0.00%	+1+50.0%	Added
Cherry Tree Wealth Management, LLC	3	$303	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	4	$404	0.00%	−2,805−99.9%	Reduced
Stone House Investment Management, LLC	7	$707	0.00%	+7	New
LGT Financial Advisors LLC	7	$707	0.00%	+7	New
CKW Financial Group	5	$1.00K	0.00%	00.0%	Unchanged
Dakota Community Bank & Trust NA	10	$1.01K	0.00%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	11	$1.11K	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	12	$1.21K	0.00%	+7+140.0%	Added
Provenance Wealth Advisors, LLC	13	$1.31K	0.00%	−21−61.8%	Reduced
ROSS\JOHNSON & Associates LLC	13	$1.31K	0.03%	00.0%	Unchanged
SJS Investment Consulting Inc.	13	$1.31K	0.00%	−187−93.5%	Reduced
Transamerica Financial Advisors, Inc.	15	$1.50K	0.00%	−15−50.0%	Reduced
NVWM, LLC	15	$1.51K	0.00%	−4−21.1%	Reduced
Main Street Group, LTD	16	$1.61K	0.00%	−14−46.7%	Reduced
Creative Capital Management Investments LLC	17	$1.72K	0.00%	+17	New
Hara Capital LLC	18	$1.82K	0.00%	00.0%	Unchanged
Parkworth Wealth Management, Inc.	18	$1.82K	0.00%	+13+260.0%	Added
Maseco LLP	19	$1.90K	0.00%	+19	New
Holos Integrated Wealth LLC	22	$1.91K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	19	$1.92K	0.00%	+3+18.8%	Added
1 North Wealth Services LLC	19	$1.92K	0.00%	00.0%	Unchanged
PayPay Securities Corp	20	$2.02K	0.10%	−3−13.0%	Reduced
Atwood & Palmer Inc	20	$2.02K	0.00%	00.0%	Unchanged
Financial Gravity Companies, Inc.	20	$2.02K	0.00%	+20	New
Investment Management Corp	21	$2.12K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	21	$2.12K	0.00%	00.0%	Unchanged
Retirement Wealth Solutions LLC	22	$2.22K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	23	$2.32K	0.00%	+17+283.3%	Added
Lowe Wealth Advisors, LLC	25	$2.52K	0.00%	−41−62.1%	Reduced
Trifecta Capital Advisors, LLC	25	$2.52K	0.00%	00.0%	Unchanged
MB, Levis & Associates, LLC	25	$2.52K	0.00%	00.0%	Unchanged
MRP Capital Investments, LLC	25	$2.52K	0.00%	+25	New
Bayforest Capital Ltd	27	$2.73K	0.00%	−8,300−99.7%	Reduced
Aspect Partners, LLC	27	$2.73K	0.00%	−18−40.0%	Reduced
Marquette Asset Management, LLC	28	$2.83K	0.00%	00.0%	Unchanged
First Financial Corp	29	$2.93K	0.00%	−368−92.7%	Reduced
Strategic Wealth Designers	29	$2.93K	0.00%	+29	New
Kiker Wealth Management, LLC	29	$2.95K	0.00%	−2,586−98.9%	Reduced
Northwest Capital Management Inc	30	$3.00K	0.00%	−299−90.9%	Reduced
Principia Wealth Advisory, LLC	30	$3.03K	0.00%	+6+25.0%	Added
Garde Capital, Inc.	30	$3.03K	0.00%	−307−91.1%	Reduced
Cedar Wealth Management, LLC	31	$3.10K	0.00%	+31	New
Atlas Capital Advisors LLC	31	$3.13K	0.00%	00.0%	Unchanged
Newton One Investments LLC	32	$3.26K	0.00%	00.0%	Unchanged
Transce3nd, LLC	34	$3.43K	0.00%	−95−73.6%	Reduced
Robinswood Financial LLC	34	$3.48K	0.00%	+1+3.0%	Added
Compass Financial Services Inc	38	$3.88K	0.00%	00.0%	Unchanged
Smallwood Wealth Investment Management, LLC	39	$3.94K	0.00%	00.0%	Unchanged
Estabrook Capital Management	40	$4.04K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	45	$4.54K	0.00%	00.0%	Unchanged
Howard Capital Management Group, LLC	46	$4.64K	0.00%	+18+64.3%	Added
Quest 10 Wealth Builders, Inc.	47	$4.73K	0.00%	00.0%	Unchanged
1620 Investment Advisors, Inc.	48	$4.84K	0.00%	−8−14.3%	Reduced
Carolina Wealth Advisors, LLC	50	$5.05K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	50	$5.05K	0.00%	00.0%	Unchanged
Centennial Bank	50	$5.05K	0.00%	00.0%	Unchanged
Talon Private Wealth, LLC	50	$5.05K	0.00%	+50	New
Luminist Capital LLC	50	$5.22K	0.01%	+50	New
Pineridge Advisors LLC	52	$5.27K	0.00%	+1+2.0%	Added
Dogwood Wealth Management LLC	52	$5.32K	0.00%	+6+13.0%	Added
Kozak & Associates, Inc.	53	$5.39K	0.00%	−7−11.7%	Reduced
Wealth Preservation Advisors, LLC	57	$5.75K	0.00%	−13−18.6%	Reduced
Tortoise Investment Management, LLC	57	$5.75K	0.00%	+31+119.2%	Added
Union Bancaire Privee, UBP SA	68	$6.88K	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	68	$6.91K	0.01%	+1+1.5%	Added
Evolution Advisers, Inc.	79	$7.00K	0.00%	00.0%	Unchanged
Gould Capital, LLC	70	$7.07K	0.00%	−13−15.7%	Reduced
ZRC Wealth Management, LLC	70	$7.07K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	70	$7.07K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	70	$7.07K	0.00%	+52+288.9%	Added
Cedar Mountain Advisors, LLC	70	$7.11K	0.00%	+1+1.4%	Added
Hughes Financial Services, LLC	83	$7.16K	0.00%	−16−16.2%	Reduced
Eukles Asset Management	73	$7.37K	0.00%	00.0%	Unchanged
Ravenstone Capital Management Inc.	75	$7.57K	0.00%	+75	New
Olistico Wealth, LLC	75	$7.57K	0.00%	−11−12.8%	Reduced
Proathlete Wealth Management LLC	76	$7.67K	0.00%	00.0%	Unchanged
Boyd Watterson Asset Management LLC	77	$7.77K	0.00%	−68−46.9%	Reduced
YANKCOM Partnership	85	$8.58K	0.00%	+2+2.4%	Added
Cheviot Value Management, LLC	100	$8.67K	0.00%	00.0%	Unchanged
Vermillion Wealth Management, Inc.	87	$8.78K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	87	$8.83K	0.00%	+26+42.6%	Added
Valley National Advisers Inc	92	$9.00K	0.00%	−790−89.6%	Reduced
Financial Connections Group, Inc.	98	$9.00K	0.00%	+67+216.1%	Added
Horizon Financial Services, LLC	90	$9.09K	0.00%	00.0%	Unchanged
Meeder Asset Management Inc	91	$9.19K	0.00%	−2,564−96.6%	Reduced
Burkett Financial Services, LLC	94	$9.48K	0.00%	+2+2.2%	Added
HighMark Wealth Management LLC	99	$10.0K	0.00%	−5−4.8%	Reduced
Investment Research & Advisory Group, Inc.	100	$10.1K	0.00%	00.0%	Unchanged
Vega Investment Solutions	100	$10.1K	0.00%	+100	New
Private Wealth Management Group, LLC	102	$10.3K	0.00%	−46−31.1%	Reduced
AllSquare Wealth Management LLC	104	$10.5K	0.01%	00.0%	Unchanged
Hager Investment Management Services, LLC	105	$10.6K	0.01%	−70−40.0%	Reduced
Clark Wealth Partners	107	$10.8K	0.01%	+2+1.9%	Added
Solstein Capital, LLC	107	$10.8K	0.01%	+107	New
Avion Wealth	113	$11.0K	0.00%	−338−74.9%	Reduced
Thompson Investment Management, Inc.	109	$11.0K	0.00%	00.0%	Unchanged