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 |
|---|---|---|---|---|---|
| Iams Wealth Management, LLC | 41,737 | $4.21M | 1.93% | +777+1.9% | Added |
| Resources Management Corp | 41,790 | $4.22M | 0.57% | −7,649−15.5% | Reduced |
| Norinchukin Bank, The | 41,803 | $4.22M | 0.06% | +2,204+5.6% | Added |
| Independent Advisor Alliance | 41,917 | $4.23M | 0.12% | +2,530+6.4% | Added |
| Soltis Investment Advisors LLC | 41,926 | $4.23M | 0.33% | +4,841+13.1% | Added |
| Highland Capital Management, LLC | 42,181 | $4.26M | 0.23% | +21,940+108.4% | Added |
| ARS Wealth Advisors Group, LLC | 42,300 | $4.27M | 0.49% | +3,607+9.3% | Added |
| Mairs & Power Inc | 42,312 | $4.27M | 0.04% | −6,155−12.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 42,451 | $4.29M | 1.34% | +42,451 | New |
| Boston Research & Management Inc | 42,743 | $4.31M | 1.02% | +2,791+7.0% | Added |
| Advisory Services Network, LLC | 50,106 | $4.32M | 0.07% | +1,264+2.6% | Added |
| Columbia Asset Management | 42,942 | $4.33M | 0.85% | −1,078−2.4% | Reduced |
| Vinva Investment Management Ltd | 42,940 | $4.34M | 0.12% | +7,257+20.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 43,460 | $4.38M | 1.73% | +2,477+6.0% | Added |
| Summit X, LLC | 43,620 | $4.40M | 0.82% | +23,943+121.7% | Added |
| Altrius Capital Management Inc | 43,657 | $4.41M | 1.03% | +43,657 | New |
| Alberta Investment Management Corp | 43,700 | $4.41M | 0.03% | +25,300+137.5% | Added |
| Northwest & Ethical Investments L.P. | 43,892 | $4.43M | 0.11% | +17,084+63.7% | Added |
| Hartford Investment Management Co | 44,192 | $4.46M | 0.14% | −457−1.0% | Reduced |
| Cornerstone Advisors, LLC | 44,400 | $4.48M | 0.15% | +12,300+38.3% | Added |
| Apollon Wealth Management, LLC | 44,705 | $4.51M | 0.09% | −163−0.4% | Reduced |
| First National Bank of Omaha | 44,942 | $4.54M | 0.29% | −1,705−3.7% | Reduced |
| TownSquare Capital, LLC | 45,067 | $4.55M | 0.44% | −79,899−63.9% | Reduced |
| Capital Investment Advisory Services, LLC | 45,616 | $4.60M | 0.38% | +11,920+35.4% | Added |
| Morgan Dempsey Capital Management LLC | 45,768 | $4.62M | 1.93% | −427−0.9% | Reduced |
| Signaturefd, LLC | 45,866 | $4.63M | 0.08% | +345+0.8% | Added |
| Lathrop Investment Management Corp | 45,905 | $4.63M | 0.88% | −10,531−18.7% | Reduced |
| Woodstock Corp | 46,044 | $4.65M | 0.43% | −665−1.4% | Reduced |
| Associated Banc-Corp | 46,613 | $4.71M | 0.13% | −33,232−41.6% | Reduced |
| Kentucky Retirement Systems | 46,725 | $4.72M | 0.14% | −3,062−6.2% | Reduced |
| TCTC Holdings, LLC | 46,857 | $4.73M | 0.15% | −18,438−28.2% | Reduced |
| Commonwealth Retirement Investments LLC | 46,886 | $4.73M | 1.80% | +12,582+36.7% | Added |
| Wambolt & Associates, LLC | 45,463 | $4.75M | 1.60% | −27−0.1% | Reduced |
| Massar Capital Management, LP | 47,131 | $4.76M | 3.57% | +37,264+377.7% | Added |
| Naples Global Advisors, LLC | 47,168 | $4.76M | 0.41% | −2,724−5.5% | Reduced |
| Keystone Financial Planning, Inc. | 47,254 | $4.77M | 1.44% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 47,281 | $4.77M | 0.36% | +108+0.2% | Added |
| Concurrent Investment Advisors, LLC | 47,355 | $4.78M | 0.09% | +508+1.1% | Added |
| Rowland & Co Investment Counsel | 47,381 | $4.78M | 0.99% | +2,793+6.3% | Added |
| Avantax Planning Partners, Inc. | 47,445 | $4.79M | 0.15% | +4,990+11.8% | Added |
| Boyer & Corporon Wealth Management, LLC | 48,164 | $4.86M | 1.54% | +12,202+33.9% | Added |
| Skylands Capital, LLC | 48,445 | $4.89M | 0.71% | −1,700−3.4% | Reduced |
| Venture Visionary Partners LLC | 48,449 | $4.89M | 0.18% | +23,935+97.6% | Added |
| Intellus Advisors LLC | 48,664 | $4.91M | 0.73% | +50.0% | Added |
| Iowa State Bank | 48,666 | $4.91M | 0.98% | −7,865−13.9% | Reduced |
| Tocqueville Asset Management L.P. | 48,710 | $4.92M | 0.08% | +21,080+76.3% | Added |
| Community Bank, N.A. | 48,822 | $4.93M | 0.65% | +5,617+13.0% | Added |
| PFG Investments, LLC | 49,236 | $4.97M | 0.29% | −123−0.2% | Reduced |
| Fusion Capital, LLC | 49,711 | $5.02M | 1.72% | +2,812+6.0% | Added |
| AE Wealth Management LLC | 49,712 | $5.02M | 0.04% | +4,885+10.9% | Added |
| Mizuho Securities USA LLC | 50,707 | $5.12M | 0.11% | +50,707 | New |
| Welch & Forbes LLC | 50,752 | $5.12M | 0.06% | −2,659−5.0% | Reduced |
| Birch Capital Management, LLC | 51,394 | $5.19M | 2.66% | −40−0.1% | Reduced |
| Atria Investments LLC | 51,412 | $5.19M | 0.06% | −4,123−7.4% | Reduced |
| Adams Asset Advisors, LLC | 51,480 | $5.20M | 0.73% | +10,711+26.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 51,498 | $5.20M | 0.05% | −48,511−48.5% | Reduced |
| Linscomb & Williams, Inc. | 51,835 | $5.23M | 0.24% | +739+1.4% | Added |
| Principal Street Partners, LLC | 52,149 | $5.26M | 0.52% | +4,477+9.4% | Added |
| Brown Brothers Harriman & Co | 52,236 | $5.27M | 0.03% | −14,884−22.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 52,276 | $5.28M | 0.92% | −330−0.6% | Reduced |
| UniSuper Management Pty Ltd | 52,461 | $5.30M | 0.04% | +799+1.5% | Added |
| GAM Holding AG | 53,052 | $5.36M | 0.38% | +205+0.4% | Added |
| Neuberger Berman Group LLC | 53,185 | $5.37M | 0.00% | +6,302+13.4% | Added |
| Stratos Wealth Partners, LTD. | 53,659 | $5.42M | 0.07% | −19,958−27.1% | Reduced |
| Grace & White Inc | 53,690 | $5.42M | 0.99% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 53,795 | $5.43M | 2.11% | +1,231+2.3% | Added |
| Integrated Wealth Concepts LLC | 53,799 | $5.43M | 0.05% | +6,382+13.5% | Added |
| Lynch & Associates | 53,809 | $5.43M | 1.09% | −784−1.4% | Reduced |
| Motley Fool Wealth Management, LLC | 53,940 | $5.44M | 0.33% | −9,749−15.3% | Reduced |
| Hendershot Investments Inc. | 54,507 | $5.50M | 0.74% | −6,748−11.0% | Reduced |
| Armstrong Advisory Group, Inc | 54,595 | $5.51M | 0.42% | −13,576−19.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 55,248 | $5.58M | 0.00% | −3,854−6.5% | Reduced |
| Kestra Private Wealth Services, LLC | 55,329 | $5.58M | 0.08% | −2,179−3.8% | Reduced |
| Ironwood Investment Counsel, LLC | 55,387 | $5.59M | 0.86% | +8,598+18.4% | Added |
| Fairview Capital Investment Management, LLC | 55,753 | $5.63M | 0.29% | −322,329−85.3% | Reduced |
| Public Sector Pension Investment Board | 55,808 | $5.63M | 0.02% | −43,742−43.9% | Reduced |
| Martin Capital Partners, LLC | 55,866 | $5.64M | 2.21% | +39,706+245.7% | Added |
| Prospera Financial Services Inc | 55,980 | $5.65M | 0.11% | +2,178+4.0% | Added |
| Tufton Capital Management | 56,289 | $5.68M | 1.08% | −2,282−3.9% | Reduced |
| KCM Investment Advisors LLC | 56,593 | $5.71M | 0.19% | −32,238−36.3% | Reduced |
| Nwam LLC | 66,137 | $5.71M | 0.33% | +66,137 | New |
| Landscape Capital Management, L.L.C. | 56,673 | $5.72M | 0.45% | +13,036+29.9% | Added |
| Cooper Financial Group | 56,907 | $5.74M | 0.68% | −8,693−13.3% | Reduced |
| Miramar Capital, LLC | 57,081 | $5.76M | 1.36% | −15,869−21.8% | Reduced |
| APG Asset Management N.V. | 67,012 | $5.76M | 0.02% | +6,481+10.7% | Added |
| O'Shaughnessy Asset Management, LLC | 57,320 | $5.79M | 0.04% | +3,438+6.4% | Added |
| Teachers Retirement System of the State of Kentucky | 57,373 | $5.79M | 0.05% | +892+1.6% | Added |
| Wesbanco Bank Inc | 57,546 | $5.81M | 0.17% | −1,758−3.0% | Reduced |
| Shelton Capital Management | 57,859 | $5.84M | 0.13% | −4,427−7.1% | Reduced |
| Viking Fund Management LLC | 58,000 | $5.85M | 0.80% | +1,000+1.8% | Added |
| Romano Brothers and Company | 58,214 | $5.88M | 0.73% | −1,643−2.7% | Reduced |
| Glenview Trust Co | 58,300 | $5.88M | 0.10% | +1,056+1.8% | Added |
| Verition Fund Management LLC | 58,832 | $5.94M | 0.03% | −17,927−23.4% | Reduced |
| Level Four Advisory Services, LLC | 58,857 | $5.94M | 0.22% | +1,929+3.4% | Added |
| Olstein Capital Management, L.P. | 59,000 | $5.96M | 1.12% | −16,000−21.3% | Reduced |
| Sigma Investment Counselors Inc | 59,258 | $5.98M | 0.33% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 59,753 | $6.03M | 0.03% | +22,677+61.2% | Added |
| Ally Financial Inc. | 60,000 | $6.06M | 0.68% | 00.0% | Unchanged |
| CX Institutional | 60,165 | $6.07M | 0.21% | +17,152+39.9% | Added |
| Wealthcare Advisory Partners LLC | 60,606 | $6.12M | 0.14% | −1,030−1.7% | Reduced |