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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 22,194 | $2.24M | 0.09% | +810+3.8% | Added |
| Bailard, Inc. | 22,268 | $2.25M | 0.05% | +1,829+8.9% | Added |
| Evercore Wealth Management, LLC | 22,305 | $2.25M | 0.04% | −14,921−40.1% | Reduced |
| HORAN Wealth, LLC | 22,414 | $2.26M | 0.69% | +22,414 | New |
| Keating Investment Counselors Inc | 22,506 | $2.27M | 0.69% | −385−1.7% | Reduced |
| Miller Howard Investments Inc | 22,531 | $2.27M | 0.07% | +1,075+5.0% | Added |
| Americana Partners, LLC | 22,600 | $2.28M | 0.08% | +1,573+7.5% | Added |
| Motco | 26,493 | $2.28M | 0.22% | +479+1.8% | Added |
| One Capital Management, LLC | 22,774 | $2.30M | 0.08% | +16,066+239.5% | Added |
| Measured Risk Portfolios, Inc. | 22,800 | $2.30M | 2.57% | +3,162+16.1% | Added |
| Miller Financial Services LLC | 22,841 | $2.31M | 2.94% | +4,298+23.2% | Added |
| Perkins Coie Trust Co | 22,846 | $2.31M | 0.39% | +53+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 22,893 | $2.31M | 0.03% | −1,890−7.6% | Reduced |
| Tilson Financial Group, Inc. | 22,890 | $2.31M | 0.87% | −40.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 22,924 | $2.31M | 0.12% | −3,462−13.1% | Reduced |
| Colonial Trust Co | 23,009 | $2.32M | 0.34% | +15,909+224.1% | Added |
| Portfolio Design Labs, LLC | 23,034 | $2.33M | 0.46% | −2,674−10.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 23,123 | $2.33M | 0.11% | +656+2.9% | Added |
| Leelyn Smith, LLC | 23,257 | $2.35M | 0.39% | +1,330+6.1% | Added |
| Optimist Retirement Group LLC | 23,305 | $2.35M | 1.13% | +3,775+19.3% | Added |
| SkyOak Wealth, LLC | 23,401 | $2.36M | 0.47% | +3,417+17.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,406 | $2.36M | 0.04% | +145+0.6% | Added |
| Stanley-Laman Group, Ltd. | 23,682 | $2.39M | 0.36% | −2,347−9.0% | Reduced |
| Principal Securities, Inc. | 23,700 | $2.39M | 0.04% | −18,555−43.9% | Reduced |
| Wolverine Trading, LLC | 23,769 | $2.40M | 0.06% | +19,923+518.0% | Added |
| Pavion Blue Capital, LLC | 23,884 | $2.41M | 1.07% | −119−0.5% | Reduced |
| Anderson Hoagland & Co | 23,913 | $2.41M | 0.23% | −2,273−8.7% | Reduced |
| RIA Advisory Group LLC | 24,052 | $2.43M | 0.71% | +21,564+866.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 24,122 | $2.43M | 0.12% | +6,263+35.1% | Added |
| Cardinal Capital Management | 24,187 | $2.44M | 0.36% | +533+2.3% | Added |
| Exeter Financial, LLC | 24,250 | $2.45M | 1.09% | +1,427+6.3% | Added |
| Doheny Asset Management | 24,394 | $2.46M | 1.72% | −1,315−5.1% | Reduced |
| Griffin Asset Management, Inc. | 24,534 | $2.48M | 0.29% | −1,015−4.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 24,644 | $2.49M | 0.06% | +4,599+22.9% | Added |
| Independent Investors Inc | 24,650 | $2.49M | 0.54% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 24,801 | $2.50M | 0.37% | +3,252+15.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 24,866 | $2.51M | 0.07% | −6,849−21.6% | Reduced |
| Collar Capital Management, LLC | 24,871 | $2.51M | 2.11% | +24,871 | New |
| Chiron Capital Management, LLC | 24,930 | $2.52M | 2.19% | +2,858+12.9% | Added |
| DKRT Investments Corp. | 25,000 | $2.52M | 0.61% | +25,000 | New |
| Catherine Avery Investment Management LLC | 25,058 | $2.53M | 1.92% | +3,377+15.6% | Added |
| First Pacific Financial | 25,108 | $2.53M | 0.37% | +24,522+4,184.6% | Added |
| Jacobi Capital Management LLC | 25,138 | $2.54M | 0.17% | +2,438+10.7% | Added |
| FORA Capital, LLC | 25,254 | $2.55M | 0.28% | +21,388+553.2% | Added |
| Empirical Finance, LLC | 25,279 | $2.55M | 0.13% | +163+0.6% | Added |
| Cypress Wealth Services, LLC | 25,362 | $2.56M | 0.46% | −91−0.4% | Reduced |
| Jump Financial, LLC | 25,500 | $2.57M | 0.03% | +61+0.2% | Added |
| Beacon Financial Group | 25,616 | $2.59M | 0.27% | −1,847−6.7% | Reduced |
| SAM Advisors, LLC | 25,625 | $2.59M | 0.89% | +2,098+8.9% | Added |
| Brookmont Capital Management | 25,653 | $2.59M | 1.48% | −605−2.3% | Reduced |
| Delta Global Management LP | 25,786 | $2.60M | 0.17% | +25,786 | New |
| Frank, Rimerman Advisors LLC | 25,933 | $2.62M | 0.18% | +4,907+23.3% | Added |
| Kestra Investment Management, LLC | 24,706 | $2.62M | 0.04% | +10,972+79.9% | Added |
| Natural Investments, LLC | 26,014 | $2.63M | 0.68% | +978+3.9% | Added |
| Moss Adams Wealth Advisors LLC | 26,024 | $2.63M | 0.24% | +1,444+5.9% | Added |
| Blueshift Asset Management, LLC | 26,044 | $2.63M | 0.81% | +19,309+286.7% | Added |
| Farmers & Merchants Investments Inc | 26,059 | $2.63M | 0.08% | −1,130−4.2% | Reduced |
| Omers Administration Corp | 26,064 | $2.63M | 0.02% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 26,177 | $2.64M | 0.20% | +20.0% | Added |
| Quantbot Technologies LP | 26,181 | $2.64M | 0.07% | +26,181 | New |
| Woodmont Investment Counsel LLC | 26,196 | $2.64M | 0.17% | −51,858−66.4% | Reduced |
| Clearstead Advisors, LLC | 26,211 | $2.65M | 0.04% | −788−2.9% | Reduced |
| Independence Asset Advisors, LLC | 26,231 | $2.65M | 1.65% | +26,231 | New |
| Cohen Investment Advisors LLC | 26,296 | $2.65M | 1.39% | +4,680+21.7% | Added |
| Metis Global Partners, LLC | 26,311 | $2.66M | 0.07% | −5,076−16.2% | Reduced |
| Pinnacle Associates Ltd | 26,338 | $2.66M | 0.04% | −24,220−47.9% | Reduced |
| Klingenstein Fields & Co LP | 26,500 | $2.67M | 0.11% | −1,698−6.0% | Reduced |
| LongView Wealth Management | 26,508 | $2.68M | 0.81% | −265−1.0% | Reduced |
| Opus Investment Management Inc | 26,600 | $2.69M | 1.78% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 26,614 | $2.69M | 0.07% | −11,892−30.9% | Reduced |
| Advisors Capital Management, LLC | 26,625 | $2.69M | 0.04% | −337,360−92.7% | Reduced |
| Vision Capital Management, Inc. | 26,729 | $2.70M | 0.35% | −53−0.2% | Reduced |
| Bokf, NA | 26,806 | $2.71M | 0.04% | +3,090+13.0% | Added |
| William Allan, LLC | 26,922 | $2.72M | 1.58% | −3,146−10.5% | Reduced |
| Morton Community Bank | 27,015 | $2.73M | 0.68% | +1,210+4.7% | Added |
| Summit Financial, LLC | 27,029 | $2.73M | 0.06% | −3,598−11.7% | Reduced |
| CWM Advisors, LLC | 27,031 | $2.73M | 0.30% | +27,031 | New |
| Bleakley Financial Group, LLC | 27,125 | $2.74M | 0.07% | −1,324−4.7% | Reduced |
| HighPoint Advisor Group LLC | 27,128 | $2.74M | 0.15% | −245−0.9% | Reduced |
| United Asset Strategies, Inc. | 27,133 | $2.74M | 0.23% | +2,959+12.2% | Added |
| Old Second National Bank of Aurora | 27,243 | $2.75M | 0.60% | +26,805+6,119.9% | Added |
| Bourne Lent Asset Management Inc | 27,258 | $2.75M | 1.06% | +1,850+7.3% | Added |
| Cohen Klingenstein LLC | 27,322 | $2.76M | 0.09% | −1,447−5.0% | Reduced |
| Argyle Capital Management Inc. | 27,405 | $2.77M | 1.00% | 00.0% | Unchanged |
| Change Path, LLC | 27,414 | $2.77M | 0.07% | +12,539+84.3% | Added |
| Horrell Capital Management, Inc. | 27,427 | $2.77M | 1.13% | +597+2.2% | Added |
| Resources Investment Advisors, LLC. | 27,520 | $2.78M | 0.03% | −1,275−4.4% | Reduced |
| Valeo Financial Advisors, LLC | 27,769 | $2.80M | 0.07% | +3,554+14.7% | Added |
| GLOBALT Investments LLC | 28,025 | $2.83M | 0.11% | −1,745−5.9% | Reduced |
| Nomura Holdings Inc | 28,124 | $2.84M | 0.02% | −25,302−47.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 28,141 | $2.84M | 0.03% | +5,033+21.8% | Added |
| MainStreet Investment Advisors LLC | 28,208 | $2.85M | 0.39% | −2,496−8.1% | Reduced |
| Colonial Trust Advisors | 28,216 | $2.85M | 0.24% | +25,692+1,017.9% | Added |
| AG2R la Mondiale Gestion D'Actifs | 28,256 | $2.85M | 0.15% | +794+2.9% | Added |
| Massmutual Trust Co FSB | 28,444 | $2.87M | 0.08% | −2,091−6.8% | Reduced |
| Signature Wealth Management Group | 28,500 | $2.88M | 1.14% | +514+1.8% | Added |
| Farmers National Bank | 28,774 | $2.90M | 0.77% | −257−0.9% | Reduced |
| Albion Financial Group | 28,847 | $2.91M | 0.19% | +153+0.5% | Added |
| Machina Capital S.A.S. | 28,912 | $2.92M | 0.61% | +11,595+67.0% | Added |
| Vident Advisory, LLC | 29,019 | $2.93M | 0.03% | +2,877+11.0% | Added |