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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 6,332 | $639.2K | 0.12% | −1,565−19.8% | Reduced |
| Abel Hall, LLC | 6,336 | $639.6K | 0.30% | +6,336 | New |
| Narwhal Capital Management | 6,341 | $640.1K | 0.05% | +1,493+30.8% | Added |
| DeDora Capital, Inc. | 6,343 | $640.2K | 0.17% | −176−2.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 6,370 | $643.0K | 0.64% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 6,375 | $643.5K | 0.43% | −475−6.9% | Reduced |
| Southeast Asset Advisors Inc. | 6,400 | $646.0K | 0.08% | −305−4.5% | Reduced |
| RPS Advisory Solutions LLC | 6,403 | $646.3K | 0.35% | +536+9.1% | Added |
| Lecap Asset Management Ltd | 6,450 | $651.1K | 0.23% | −12,786−66.5% | Reduced |
| BKD Wealth Advisors, LLC | 6,456 | $651.7K | 0.01% | −177−2.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6,490 | $655.1K | 0.17% | +375+6.1% | Added |
| Syntax Research, Inc. | 6,503 | $656.5K | 0.47% | +680+11.7% | Added |
| Financial Advisory Corp | 6,540 | $660.0K | 0.20% | +556+9.3% | Added |
| Mountain Hill Investment Partners Corp. | 6,584 | $664.6K | 0.56% | +2,963+81.8% | Added |
| IFG Advisory, LLC | 6,588 | $664.9K | 0.03% | +778+13.4% | Added |
| Pensionfund Sabic | 6,600 | $666.0K | 0.19% | −100−1.5% | Reduced |
| Taylor Financial Group, Inc. | 6,635 | $669.7K | 0.42% | −890−11.8% | Reduced |
| Skopos Labs, Inc. | 6,695 | $675.7K | 0.09% | +5,069+311.7% | Added |
| New Age Alpha Advisors, LLC | 6,702 | $676.5K | 0.03% | +6,702 | New |
| EverSource Wealth Advisors, LLC | 6,705 | $676.8K | 0.03% | +2,521+60.3% | Added |
| Keynote Financial Services LLC | 6,709 | $677.2K | 0.46% | +372+5.9% | Added |
| AIMZ Investment Advisors, LLC | 6,750 | $681.3K | 0.23% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,762 | $682.6K | 0.04% | +854+14.5% | Added |
| Integrity Alliance, LLC. | 6,766 | $683.0K | 0.04% | −14,756−68.6% | Reduced |
| Hunter Associates Investment Management LLC | 6,790 | $683.0K | 0.10% | −270−3.8% | Reduced |
| Future Financial Wealth Managment LLC | 6,775 | $683.9K | 0.47% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 6,788 | $685.2K | 0.16% | −988−12.7% | Reduced |
| Versor Investments LP | 6,810 | $687.4K | 0.12% | +3,685+117.9% | Added |
| Destination Wealth Management | 6,816 | $688.0K | 0.02% | +6,816 | New |
| Prosperity Consulting Group, LLC | 6,845 | $691.0K | 0.05% | +6,845 | New |
| Alpha Omega Wealth Management LLC | 6,849 | $691.3K | 0.12% | −191−2.7% | Reduced |
| Gleason Group, Inc. | 6,864 | $692.8K | 0.08% | +113+1.7% | Added |
| Journey Strategic Wealth LLC | 6,864 | $692.9K | 0.02% | +967+16.4% | Added |
| SNS Financial Group, LLC | 6,871 | $693.6K | 0.07% | +30.0% | Added |
| Fortis Advisors, LLC | 6,908 | $697.3K | 0.45% | +15+0.2% | Added |
| Confluence Wealth Services, Inc. | 6,909 | $697.3K | 0.04% | +720+11.6% | Added |
| VisionPoint Advisory Group, LLC | 6,912 | $697.7K | 0.15% | +2,132+44.6% | Added |
| Crescent Grove Advisors, LLC | 6,918 | $698.3K | 0.07% | 00.0% | Unchanged |
| Norway Savings Bank | 6,927 | $699.2K | 0.36% | −550−7.4% | Reduced |
| London Co of Virginia | 6,933 | $699.9K | 0.00% | −1,206,915−99.4% | Reduced |
| Westbourne Investments, Inc. | 6,939 | $700.4K | 0.37% | +6,939 | New |
| RiverFront Investment Group, LLC | 6,941 | $700.6K | 0.01% | +6,941 | New |
| Raleigh Capital Management Inc. | 6,971 | $703.6K | 0.30% | +195+2.9% | Added |
| Wealth Alliance | 6,987 | $705.2K | 0.08% | +89+1.3% | Added |
| Belmont Capital, LLC | 7,000 | $706.6K | 0.11% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 7,014 | $708.0K | 0.05% | +1,583+29.1% | Added |
| Regal Investment Advisors LLC | 7,015 | $708.1K | 0.05% | +231+3.4% | Added |
| Papp L Roy & Associates | 7,038 | $710.4K | 0.08% | −3,803−35.1% | Reduced |
| Galvin, Gaustad & Stein, LLC | 7,080 | $714.7K | 0.06% | −175−2.4% | Reduced |
| Aviance Capital Partners, LLC | 7,091 | $715.8K | 0.09% | +177+2.6% | Added |
| Pinnacle West Asset Management, Inc. | 7,090 | $716.0K | 0.49% | −50−0.7% | Reduced |
| Continuum Advisory, LLC | 7,102 | $716.9K | 0.09% | +4,227+147.0% | Added |
| Manske Wealth Management | 7,140 | $720.7K | 0.24% | +1,103+18.3% | Added |
| Cigna Investments Inc | 7,145 | $721.0K | 0.12% | −200−2.7% | Reduced |
| Insigneo Advisory Services, LLC | 7,168 | $723.5K | 0.06% | −1,341−15.8% | Reduced |
| Harrington Investments, INC | 7,168 | $723.5K | 0.38% | −74−1.0% | Reduced |
| Flagship Harbor Advisors, LLC | 7,172 | $723.9K | 0.03% | +2,606+57.1% | Added |
| Ameritas Investment Partners, Inc. | 7,177 | $724.5K | 0.02% | −5−0.1% | Reduced |
| Noble Family Wealth, LLC | 7,230 | $729.8K | 0.18% | +200+2.8% | Added |
| Studio Investment Management LLC | 7,235 | $730.3K | 0.15% | +1,103+18.0% | Added |
| Eagle Bluffs Wealth Management LLC | 7,251 | $731.9K | 0.35% | +349+5.1% | Added |
| Eaton Financial Holdings Company, LLC | 7,252 | $732.0K | 0.23% | −10.0% | Reduced |
| CRA Financial Services, LLC | 7,268 | $733.6K | 0.11% | −29−0.4% | Reduced |
| Acorn Wealth Advisors, LLC | 7,297 | $736.6K | 0.27% | +7,297 | New |
| B&D White Capital Company, LLC | 7,300 | $736.9K | 0.11% | +7,300 | New |
| Taylor Hoffman Capital Management LLC | 7,328 | $739.7K | 0.25% | −75−1.0% | Reduced |
| Bigelow Investment Advisors, LLC | 7,343 | $741.2K | 0.33% | −31−0.4% | Reduced |
| Trust Co of Virginia | 7,367 | $743.6K | 0.07% | −177−2.3% | Reduced |
| Formidable Asset Management, LLC | 6,763 | $743.9K | 0.12% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 7,400 | $747.0K | 0.21% | −185−2.4% | Reduced |
| OV Management LLC | 7,401 | $747.1K | 0.63% | −11,261−60.3% | Reduced |
| Court Place Advisors, LLC | 7,406 | $747.6K | 0.24% | +1,326+21.8% | Added |
| NorthCrest Asset Manangement, LLC | 7,208 | $750.5K | 0.02% | +1,274+21.5% | Added |
| Chicago Partners Investment Group LLC | 7,311 | $756.9K | 0.02% | +2,695+58.4% | Added |
| Rossmore Private Capital | 7,523 | $759.4K | 0.09% | −4,665−38.3% | Reduced |
| Bard Financial Services, Inc. | 7,525 | $759.6K | 0.09% | −625−7.7% | Reduced |
| Cidel Asset Management Inc | 7,538 | $760.9K | 0.05% | +813+12.1% | Added |
| Strait & Sound Wealth Management LLC | 7,543 | $761.4K | 0.32% | +1,669+28.4% | Added |
| Eldridge Investment Advisors, Inc. | 7,547 | $761.8K | 0.16% | −25−0.3% | Reduced |
| Wolff Financial Management LLC | 7,554 | $763.0K | 0.20% | +16+0.2% | Added |
| Advance Capital Management, Inc. | 7,562 | $763.3K | 0.03% | −803−9.6% | Reduced |
| Mechanics Bank Trust Department | 7,565 | $763.6K | 0.11% | −5,192−40.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,596 | $766.8K | 0.00% | −2,128−21.9% | Reduced |
| Wealth Management Partners, LLC | 7,652 | $771.7K | 0.27% | +1,468+23.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,647 | $771.9K | 0.29% | −1,038−12.0% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 7,650 | $772.2K | 0.40% | +150+2.0% | Added |
| Belpointe Asset Management LLC | 7,654 | $772.6K | 0.03% | +483+6.7% | Added |
| Clark Capital Management Group, Inc. | 7,655 | $772.7K | 0.01% | −906−10.6% | Reduced |
| N.E.W. Advisory Services LLC | 7,702 | $777.5K | 0.08% | +2,958+62.4% | Added |
| Balboa Wealth Partners | 7,713 | $778.6K | 0.16% | +737+10.6% | Added |
| Icon Wealth Advisors, LLC | 7,719 | $779.2K | 0.06% | −448−5.5% | Reduced |
| King Wealth | 7,746 | $782.0K | 0.11% | 00.0% | Unchanged |
| SCS Capital Management LLC | 7,756 | $782.9K | 0.01% | +7,756 | New |
| NewEdge Wealth, LLC | 9,125 | $789.3K | 0.01% | −16,214−64.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,837 | $791.1K | 0.03% | +688+9.6% | Added |
| Access Investment Management LLC | 7,840 | $791.4K | 0.23% | +7,840 | New |
| Purkiss Capital Advisors LLC | 7,858 | $793.2K | 0.44% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7,858 | $793.2K | 0.09% | +1,223+18.4% | Added |
| Wright Investors Service Inc | 7,861 | $793.5K | 0.24% | +104+1.3% | Added |
| Mork Capital Management, LLC | 7,900 | $797.4K | 0.58% | 00.0% | Unchanged |