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 |
|---|---|---|---|---|---|
| Emerald Advisors, LLC | 7,941 | $801.6K | 0.10% | +649+8.9% | Added |
| PFC Capital Group, Inc. | 7,951 | $802.0K | 0.37% | −1,050−11.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $807.5K | 0.23% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 8,088 | $816.4K | 0.24% | +115+1.4% | Added |
| Octavia Wealth Advisors, LLC | 8,117 | $819.3K | 0.09% | −1,280−13.6% | Reduced |
| Winton Group Ltd | 8,126 | $820.2K | 0.04% | +8,126 | New |
| Institute for Wealth Management, LLC. | 8,136 | $821.3K | 0.09% | −1,523−15.8% | Reduced |
| Charter Capital Management, LLC | 8,139 | $821.6K | 0.48% | +8,139 | New |
| Aurdan Capital Management, LLC | 8,162 | $823.9K | 0.28% | −9−0.1% | Reduced |
| Advanced Portfolio Management, LLC | 8,176 | $825.3K | 2.31% | 00.0% | Unchanged |
| JLB & Associates Inc | 8,195 | $827.2K | 0.12% | −4,816−37.0% | Reduced |
| CSS LLC | 8,220 | $829.7K | 0.05% | +8,220 | New |
| Bartlett & Co. Wealth Management LLC | 8,234 | $831.1K | 0.01% | −7,145−46.5% | Reduced |
| Profund Advisors LLC | 8,243 | $832.0K | 0.03% | +830+11.2% | Added |
| TFG Advisers LLC | 8,252 | $833.0K | 0.29% | +453+5.8% | Added |
| Central Trust Co | 8,256 | $833.4K | 0.02% | −929−10.1% | Reduced |
| Cora Capital Advisors LLC | 8,257 | $833.4K | 0.37% | −1,717−17.2% | Reduced |
| Amplius Wealth Advisors, LLC | 8,267 | $834.5K | 0.08% | −62−0.7% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 8,283 | $836.0K | 0.31% | +2,855+52.6% | Added |
| Morningstar Investment Management LLC | 8,285 | $836.0K | 0.07% | +8,285 | New |
| North Star Asset Management Inc | 8,332 | $841.1K | 0.04% | −1,415−14.5% | Reduced |
| Fieldview Capital Management, LLC | 8,370 | $844.9K | 0.13% | −24,743−74.7% | Reduced |
| Aberdeen Wealth Management LLC | 8,386 | $846.4K | 0.56% | +5+0.1% | Added |
| Fort Washington Investment Advisors Inc | 8,392 | $847.1K | 0.00% | −4,028−32.4% | Reduced |
| Howard Capital Management Inc. | 8,398 | $847.7K | 0.01% | +1,461+21.1% | Added |
| Boston Private Wealth LLC | 8,398 | $847.7K | 0.05% | +8,398 | New |
| Houlihan Financial Resource Group, Ltd. | 8,430 | $851.0K | 0.35% | −700−7.7% | Reduced |
| LaFleur & Godfrey LLC | 8,457 | $853.7K | 0.11% | −1,785−17.4% | Reduced |
| Longfellow Investment Management Co LLC | 8,467 | $854.7K | 0.21% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 8,487 | $856.7K | 0.03% | −130−1.5% | Reduced |
| Norden Group LLC | 8,499 | $857.9K | 0.09% | +1,345+18.8% | Added |
| TCM Advisors, LLC | – | $858.0K | 0.72% | – | – |
| Greenline Partners, LLC | 8,571 | $865.2K | 0.12% | −1,697−16.5% | Reduced |
| NTV Asset Management LLC | 8,604 | $868.5K | 0.10% | +353+4.3% | Added |
| Strategic Blueprint, LLC | 8,640 | $872.1K | 0.04% | −1,405−14.0% | Reduced |
| Applied Capital LLC | 8,644 | $872.5K | 0.65% | −70−0.8% | Reduced |
| Fundamentun, LLC | 8,648 | $873.0K | 0.04% | +859+11.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 10,063 | $877.3K | 0.32% | −314−3.0% | Reduced |
| Kondo Wealth Advisors, Inc. | 8,415 | $879.1K | 0.39% | −994−10.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,754 | $883.6K | 0.08% | −481−5.2% | Reduced |
| Centaurus Financial, Inc. | 8,771 | $885.0K | 0.05% | +2,185+33.2% | Added |
| Crowley Wealth Management, Inc. | 8,774 | $885.6K | 0.81% | −3,485−28.4% | Reduced |
| Modern Wealth Management, LLC | 8,776 | $885.8K | 0.02% | −3,550−28.8% | Reduced |
| Cowa, LLC | 8,785 | $887.2K | 0.34% | +6,738+329.2% | Added |
| Bowen Hanes & Co Inc | 8,791 | $887.4K | 0.02% | −4,500−33.9% | Reduced |
| SageView Advisory Group, LLC | 8,805 | $894.4K | 0.03% | +527+6.4% | Added |
| Hurley Capital, LLC | 8,876 | $895.9K | 0.63% | −1,016−10.3% | Reduced |
| Richard W. Paul & Associates, LLC | 8,883 | $896.7K | 0.32% | +1,898+27.2% | Added |
| Mitchell Sinkler & Starr | 8,903 | $898.7K | 0.43% | −134−1.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8,925 | $900.9K | 0.07% | +280+3.2% | Added |
| Abundance Wealth Counselors | 8,977 | $906.0K | 0.17% | +701+8.5% | Added |
| Opinicus Capital, Inc. | 9,008 | $909.3K | 0.69% | +740+9.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 9,066 | $915.1K | 0.30% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 9,089 | $917.4K | 0.04% | −162−1.8% | Reduced |
| Portland Investment Counsel Inc. | 9,100 | $920.7K | 0.27% | +9,100 | New |
| Greenwood Capital Associates LLC | 9,228 | $931.5K | 0.12% | −1,448−13.6% | Reduced |
| Bridgefront Capital, LLC | 9,292 | $937.9K | 0.25% | −3,333−26.4% | Reduced |
| Bessemer Group Inc | 9,328 | $942.0K | 0.00% | −4,446−32.3% | Reduced |
| Renasant Bank | 9,341 | $942.9K | 0.63% | +9,341 | New |
| Cumberland Partners Ltd | 9,350 | $943.8K | 0.07% | +9,350 | New |
| O'Keefe Stevens Advisory, Inc. | 9,361 | $944.9K | 0.27% | +2,207+30.8% | Added |
| Quest Partners LLC | 9,421 | $951.0K | 0.09% | +2,891+44.3% | Added |
| Greenleaf Trust | 9,427 | $951.6K | 0.01% | −574−5.7% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 9,428 | $951.7K | 0.01% | +565+6.4% | Added |
| ForthRight Wealth Management, LLC | 9,442 | $953.1K | 0.30% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9,473 | $956.2K | 0.04% | −273−2.8% | Reduced |
| Voleon Capital Management LP | 9,495 | $958.4K | 0.05% | −6,932−42.2% | Reduced |
| Essex Financial Services, Inc. | 9,502 | $959.1K | 0.06% | +87+0.9% | Added |
| Flputnam Investment Management Co | 9,514 | $960.4K | 0.02% | +769+8.8% | Added |
| Headinvest, LLC | 9,516 | $960.5K | 0.20% | −4,864−33.8% | Reduced |
| iA Global Asset Management Inc. | 9,547 | $964.0K | 0.01% | −2,657−21.8% | Reduced |
| Canandaigua National Trust Co of Florida | 9,562 | $965.2K | 0.69% | +5,263+122.4% | Added |
| Watts Gwilliam & Co., LLC | 11,421 | $971.4K | 0.16% | −119−1.0% | Reduced |
| 1248 Management, LLC | 9,634 | $972.5K | 0.36% | +1,416+17.2% | Added |
| Garland Capital Management Inc | 9,640 | $973.1K | 3.09% | −20,625−68.1% | Reduced |
| Moneywise, Inc. | 9,688 | $977.9K | 0.46% | +9,688 | New |
| Hedges Asset Management LLC | 9,700 | $979.1K | 0.79% | −1,500−13.4% | Reduced |
| Savvy Advisors, Inc. | 9,763 | $985.5K | 0.07% | +279+2.9% | Added |
| Matrix Trust Co | 9,766 | $986.0K | 0.16% | 00.0% | Unchanged |
| Copia Wealth Management | 9,846 | $993.9K | 0.84% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 11,448 | $1.00M | 0.69% | +11,448 | New |
| Catalytic Wealth RIA, LLC | 9,937 | $1.00M | 0.08% | +1,314+15.2% | Added |
| Roberts Glore & Co Inc | 9,975 | $1.01M | 0.29% | +2,183+28.0% | Added |
| Quinn Opportunity Partners LLC | 10,000 | $1.01M | 0.09% | +10,000 | New |
| Park National Corp | 10,025 | $1.01M | 0.03% | −1,590−13.7% | Reduced |
| Intellectus Partners, LLC | 10,044 | $1.01M | 0.22% | +1,516+17.8% | Added |
| Aull & Monroe Investment Management Corp | 10,130 | $1.02M | 0.55% | −1,525−13.1% | Reduced |
| LS Investment Advisors, LLC | 10,140 | $1.02M | 0.15% | +1,500+17.4% | Added |
| Creative Financial Designs Inc | 10,171 | $1.03M | 0.07% | +8,086+387.8% | Added |
| Chicago Trust Co NA | 10,172 | $1.03M | 0.14% | +6,424+171.4% | Added |
| Cornercap Investment Counsel Inc | 10,193 | $1.03M | 0.54% | −272−2.6% | Reduced |
| Roundview Capital LLC | 10,240 | $1.03M | 0.07% | −818−7.4% | Reduced |
| Armis Advisers, LLC | 10,232 | $1.04M | 0.08% | +3,760+58.1% | Added |
| Curbstone Financial Management Corp | 10,272 | $1.04M | 0.21% | −60−0.6% | Reduced |
| Oarsman Capital, Inc. | 10,328 | $1.04M | 0.16% | +829+8.7% | Added |
| KPP Advisory Services LLC | 10,390 | $1.05M | 0.17% | +719+7.4% | Added |
| Great Valley Advisor Group, Inc. | 10,401 | $1.05M | 0.02% | −1,523−12.8% | Reduced |
| Coldstream Capital Management Inc | 10,407 | $1.05M | 0.02% | −146−1.4% | Reduced |
| Brandes Investment Partners, LP | 10,429 | $1.05M | 0.01% | +3,803+57.4% | Added |
| Baxter Bros Inc | 10,533 | $1.06M | 0.13% | −4,305−29.0% | Reduced |