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 |
|---|---|---|---|---|---|
| Beacon Financial Advisory LLC | 13,319 | $1.34M | 0.35% | +2,248+20.3% | Added |
| Cascade Investment Advisors, Inc. | 13,576 | $1.37M | 0.88% | +2,956+27.8% | Added |
| Millennium Capital Advisors, LLC | 13,591 | $1.37M | 0.91% | −2,595−16.0% | Reduced |
| Waller Financial Planning Group, Inc | 13,594 | $1.37M | 0.33% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 13,660 | $1.38M | 1.65% | −10,563−43.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,712 | $1.38M | 0.03% | +329+2.5% | Added |
| First Dallas Securities Inc. | 13,720 | $1.38M | 0.55% | +2,299+20.1% | Added |
| Callan Family Office, LLC | 13,781 | $1.39M | 0.04% | +7,345+114.1% | Added |
| FLC Capital Advisors | 13,817 | $1.39M | 0.29% | +10,935+379.4% | Added |
| Azzad Asset Management Inc | 13,825 | $1.40M | 0.15% | +719+5.5% | Added |
| Hudson Canyon Capital Management | 13,900 | $1.40M | 0.87% | 00.0% | Unchanged |
| Prudential PLC | 13,928 | $1.41M | 0.01% | +3,414+32.5% | Added |
| Tradition Wealth Management, LLC | 14,047 | $1.42M | 0.11% | −292−2.0% | Reduced |
| Coppell Advisory Solutions LLC | 14,039 | $1.42M | 0.17% | −1,574−10.1% | Reduced |
| Corbyn Investment Management Inc | 14,117 | $1.42M | 0.48% | −360−2.5% | Reduced |
| Trexquant Investment LP | 14,129 | $1.43M | 0.02% | −103,336−88.0% | Reduced |
| Alerus Financial NA | 14,133 | $1.43M | 0.10% | +859+6.5% | Added |
| Richard Bernstein Advisors LLC | 14,156 | $1.43M | 0.04% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 14,162 | $1.43M | 0.03% | +253+1.8% | Added |
| Addison Capital Co | 14,220 | $1.44M | 0.50% | −250−1.7% | Reduced |
| Farther Finance Advisors, LLC | 14,338 | $1.45M | 0.03% | +1,811+14.5% | Added |
| Clean Yield Group | 14,396 | $1.45M | 0.43% | +206+1.5% | Added |
| Cypress Capital Group | 14,483 | $1.46M | 0.18% | +2,130+17.2% | Added |
| SRS Capital Advisors, Inc. | 12,808 | $1.47M | 0.07% | +831+6.9% | Added |
| Donoghue Forlines LLC | 14,563 | $1.47M | 0.42% | +1,940+15.4% | Added |
| Mengis Capital Management, Inc. | 14,571 | $1.47M | 0.31% | −2,035−12.3% | Reduced |
| Probity Advisors, Inc. | 14,605 | $1.47M | 0.26% | +149+1.0% | Added |
| Silvercrest Asset Management Group LLC | 14,639 | $1.48M | 0.01% | −192−1.3% | Reduced |
| BLVD Private Wealth, LLC | 14,656 | $1.48M | 1.39% | +14,656 | New |
| Fifth Third Wealth Advisors LLC | 14,707 | $1.48M | 0.06% | −842−5.4% | Reduced |
| Sterneck Capital Management, LLC | 14,710 | $1.48M | 0.75% | −398−2.6% | Reduced |
| Palisade Asset Management, LLC | 14,732 | $1.49M | 0.15% | −919−5.9% | Reduced |
| Cherokee Insurance Co | 14,750 | $1.49M | 0.65% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 14,805 | $1.49M | 0.14% | +5,814+64.7% | Added |
| Cornerstone Wealth Management, LLC | 14,814 | $1.50M | 0.09% | +2,360+18.9% | Added |
| Accordant Advisory Group Inc | 14,837 | $1.50M | 1.12% | +709+5.0% | Added |
| Winnow Wealth LLC | 14,837 | $1.50M | 1.12% | +14,559+5,237.1% | Added |
| Long Run Wealth Advisors, LLC | 14,919 | $1.51M | 0.32% | +2,639+21.5% | Added |
| Berkeley Capital Partners, LLC | 14,920 | $1.51M | 0.38% | +6,133+69.8% | Added |
| Birch Hill Investment Advisors LLC | 14,981 | $1.51M | 0.07% | −5,580−27.1% | Reduced |
| Culbertson A N & Co Inc | 14,993 | $1.51M | 0.23% | −14,883−49.8% | Reduced |
| American Assets Investment Management, LLC | 15,000 | $1.51M | 0.12% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 15,037 | $1.52M | 0.33% | −2,821−15.8% | Reduced |
| Sagespring Wealth Partners, LLC | 15,077 | $1.52M | 0.03% | −5,164−25.5% | Reduced |
| Postrock Partners LLC | 15,101 | $1.52M | 0.73% | +15,101 | New |
| Consolidated Portfolio Review Corp | 15,182 | $1.53M | 0.21% | +1,054+7.5% | Added |
| Quadrant Capital Group LLC | 15,193 | $1.53M | 0.06% | +1,513+11.1% | Added |
| Boyar Asset Management Inc. | 15,256 | $1.54M | 1.01% | −803−5.0% | Reduced |
| Radnor Capital Management, LLC | 15,278 | $1.54M | 0.25% | −275−1.8% | Reduced |
| Spinnaker Trust | 15,316 | $1.55M | 0.09% | +802+5.5% | Added |
| Banco Santander, S.A. | 15,388 | $1.55M | 0.01% | +1,696+12.4% | Added |
| Vestcor Inc | 15,405 | $1.55M | 0.05% | +1,874+13.8% | Added |
| Green Square Capital Advisors LLC | 15,412 | $1.56M | 0.18% | +932+6.4% | Added |
| Mirae Asset Securities (USA) Inc. | 15,540 | $1.57M | 0.07% | +15,540 | New |
| Teamwork Financial Advisors, LLC | 15,555 | $1.57M | 0.19% | +3,988+34.5% | Added |
| Tritonpoint Wealth, LLC | 15,605 | $1.58M | 0.15% | −5,102−24.6% | Reduced |
| Maltin Wealth Management, Inc. | 15,614 | $1.58M | 0.71% | −415−2.6% | Reduced |
| Umb Bank N A | 15,615 | $1.58M | 0.02% | −8,387−34.9% | Reduced |
| Marks Group Wealth Management, Inc | 15,629 | $1.58M | 0.15% | −3,261−17.3% | Reduced |
| Kinneret Advisory, LLC | 15,665 | $1.58M | 0.14% | −25−0.2% | Reduced |
| Arete Wealth Advisors, LLC | 15,686 | $1.58M | 0.11% | −5,946−27.5% | Reduced |
| Ceera Investments, LLC | 15,792 | $1.59M | 0.49% | +1,269+8.7% | Added |
| Fulton Bank, N.A. | 15,844 | $1.60M | 0.06% | −2,297−12.7% | Reduced |
| Sawyer & Company, Inc | 14,919 | $1.60M | 0.57% | −6,322−29.8% | Reduced |
| Auxier Asset Management | 15,895 | $1.60M | 0.24% | +220+1.4% | Added |
| Sage Mountain Advisors LLC | 15,912 | $1.61M | 0.10% | −479−2.9% | Reduced |
| Summit Wealth Group LLC | 15,923 | $1.61M | 0.40% | +15,923 | New |
| Drucker Wealth 3.0, LLC | 15,751 | $1.61M | 0.31% | −4,406−21.9% | Reduced |
| Daymark Wealth Partners, LLC | 15,951 | $1.61M | 0.06% | −2,574−13.9% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,000 | $1.62M | 0.13% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 16,120 | $1.63M | 0.70% | +1,449+9.9% | Added |
| Argent Advisors, Inc. | 16,196 | $1.63M | 0.51% | +1,432+9.7% | Added |
| Global Retirement Partners, LLC | 16,205 | $1.64M | 0.04% | +16,205 | New |
| Meiji Yasuda Asset Management Co Ltd. | 16,236 | $1.64M | 0.08% | −9,358−36.6% | Reduced |
| MUFG Securities Americas Inc. | 16,261 | $1.64M | 0.14% | +3,315+25.6% | Added |
| La Banque Postale Asset Management SA | 16,264 | $1.64M | 0.02% | −143,359−89.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 16,359 | $1.65M | 0.02% | −12,496−43.3% | Reduced |
| Harvest Investment Advisors, LLC | 16,377 | $1.65M | 1.06% | +1,745+11.9% | Added |
| Venturi Wealth Management, LLC | 16,483 | $1.66M | 0.08% | −365−2.2% | Reduced |
| CFC Planning Co LLC | 16,537 | $1.67M | 1.61% | +768+4.9% | Added |
| Dakota Wealth Management | 16,544 | $1.67M | 0.04% | +4,019+32.1% | Added |
| Courier Capital LLC | 16,563 | $1.67M | 0.10% | −1,661−9.1% | Reduced |
| V-Square Quantitative Management LLC | 16,566 | $1.67M | 0.22% | +889+5.7% | Added |
| NBT Bank N A | 16,573 | $1.67M | 0.11% | −614−3.6% | Reduced |
| Harbour Investment Management LLC | 16,608 | $1.68M | 0.73% | −231−1.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,693 | $1.68M | 0.04% | −17,508−51.2% | Reduced |
| Miller Investment Management, LP | 16,707 | $1.69M | 0.18% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 16,174 | $1.69M | 1.35% | −1,592−9.0% | Reduced |
| Econ Financial Services Corp | 16,743 | $1.69M | 0.87% | +3,773+29.1% | Added |
| DHJJ Financial Advisors, Ltd. | 16,783 | $1.69M | 0.61% | −122−0.7% | Reduced |
| Mfg Wealth Management, Inc. | 16,791 | $1.69M | 1.43% | +2,123+14.5% | Added |
| Koss-Olinger Consulting, LLC | 16,849 | $1.70M | 0.14% | −38−0.2% | Reduced |
| Zullo Investment Group, Inc. | 16,882 | $1.70M | 0.69% | −1,059−5.9% | Reduced |
| Savoie Capital LLC | 16,928 | $1.71M | 0.21% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 16,940 | $1.71M | 0.02% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 17,063 | $1.72M | 0.01% | +9,208+117.2% | Added |
| Alpine Woods Capital Investors, LLC | 17,176 | $1.73M | 0.41% | +5,907+52.4% | Added |
| Geneos Wealth Management Inc. | 17,196 | $1.74M | 0.04% | +8,052+88.1% | Added |
| Beacon Investment Advisors LLC | 17,227 | $1.74M | 0.75% | +214+1.3% | Added |
| Caption Management, LLC | 17,340 | $1.75M | 0.16% | +5,590+47.6% | Added |