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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 60,614 | $6.12M | 0.06% | +27,855+85.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 60,749 | $6.13M | 0.06% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 61,221 | $6.18M | 1.39% | −69−0.1% | Reduced |
| Kornitzer Capital Management Inc | 61,466 | $6.20M | 0.12% | −4,841−7.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 61,483 | $6.21M | 0.03% | −34−0.1% | Reduced |
| Hi-Line Capital Management, LLC | 61,484 | $6.21M | 2.20% | +16,879+37.8% | Added |
| Steward Partners Investment Advisory, LLC | 62,078 | $6.27M | 0.05% | −10,096−14.0% | Reduced |
| Candriam Luxembourg S.C.A. | 62,251 | $6.28M | 0.04% | +1,317+2.2% | Added |
| Lee Danner & Bass Inc | 62,261 | $6.28M | 0.49% | −395−0.6% | Reduced |
| River Road Asset Management, LLC | 73,070 | $6.30M | 0.08% | −28,023−27.7% | Reduced |
| Clark & Stuart, Inc | 62,478 | $6.31M | 4.75% | +3,450+5.8% | Added |
| Hennessy Advisors Inc | 62,600 | $6.32M | 0.21% | −400−0.6% | Reduced |
| Easterly Investment Partners LLC | 62,605 | $6.32M | 0.45% | +58,289+1,350.5% | Added |
| Summit Financial Wealth Advisors, LLC | 62,808 | $6.34M | 1.14% | −7,519−10.7% | Reduced |
| Vivaldi Capital Management, LLC | 63,165 | $6.38M | 0.96% | −35,684−36.1% | Reduced |
| Synovus Financial Corp | 63,231 | $6.38M | 0.08% | −7,937−11.2% | Reduced |
| Occudo Quantitative Strategies LP | 63,279 | $6.39M | 0.72% | +58,417+1,201.5% | Added |
| Oregon Public Employees Retirement Fund | 63,304 | $6.39M | 0.11% | +500+0.8% | Added |
| Kiltearn Partners LLP | 63,600 | $6.42M | 1.29% | +12,400+24.2% | Added |
| Abn Amro Investment Solutions | 63,869 | $6.45M | 0.13% | −2,121−3.2% | Reduced |
| United Advisor Group, LLC | 64,389 | $6.50M | 1.12% | +1,123+1.8% | Added |
| NEOS Investment Management LLC | 64,746 | $6.54M | 0.08% | +12,742+24.5% | Added |
| CIBC World Markets Inc. | 65,045 | $6.57M | 0.01% | +6,064+10.3% | Added |
| Snowden Capital Advisors LLC | 65,600 | $6.62M | 0.20% | +1,389+2.2% | Added |
| Brevan Howard Capital Management LP | 65,626 | $6.62M | 0.07% | +65,626 | New |
| Miracle Mile Advisors, LLC | 65,827 | $6.64M | 0.11% | −480−0.7% | Reduced |
| Stonegate Investment Group, LLC | 66,224 | $6.68M | 0.17% | −570,052−89.6% | Reduced |
| NewSquare Capital LLC | 67,312 | $6.75M | 0.50% | +3,253+5.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 67,531 | $6.82M | 0.03% | +20,704+44.2% | Added |
| Walleye Trading LLC | 67,687 | $6.83M | 0.17% | −41,791−38.2% | Reduced |
| First Manhattan Co | 67,818 | $6.85M | 0.02% | −8,074−10.6% | Reduced |
| Live Oak Private Wealth LLC | 67,909 | $6.85M | 1.02% | +1,868+2.8% | Added |
| Allianz SE | 68,087 | $6.87M | 0.16% | −1,241−1.8% | Reduced |
| Logan Capital Management Inc | 68,249 | $6.89M | 0.32% | −32,474−32.2% | Reduced |
| Addenda Capital Inc. | 68,778 | $6.94M | 0.25% | +13,539+24.5% | Added |
| Oppenheimer & Co Inc | 68,924 | $6.96M | 0.09% | +6,661+10.7% | Added |
| Fifth Third Bancorp | 69,642 | $7.03M | 0.02% | −68,180−49.5% | Reduced |
| Assetmark, Inc | 70,186 | $7.08M | 0.02% | −23,017−24.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 70,547 | $7.14M | 0.05% | −10,758−13.2% | Reduced |
| Country Club Bank | 70,688 | $7.15M | 0.45% | −3,867−5.2% | Reduced |
| Visionary Wealth Advisors | 71,193 | $7.19M | 0.37% | +6,659+10.3% | Added |
| Captrust Financial Advisors | 71,482 | $7.22M | 0.02% | −173−0.2% | Reduced |
| Cullen Investment Group, Ltd. | 71,769 | $7.24M | 1.02% | +11,488+19.1% | Added |
| Rafferty Asset Management, LLC | 71,808 | $7.25M | 0.02% | +10,177+16.5% | Added |
| Avanza Fonder AB | 72,097 | $7.28M | 0.22% | −125−0.2% | Reduced |
| Mutual Advisors, LLC | 70,354 | $7.29M | 0.18% | +11,315+19.2% | Added |
| Cullinan Associates Inc | 72,382 | $7.31M | 0.48% | −5,637−7.2% | Reduced |
| VestGen Advisors, LLC | 76,217 | $7.31M | 0.29% | +24,804+48.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 72,600 | $7.33M | 0.91% | +8,000+12.4% | Added |
| BancorpSouth Bank | 73,218 | $7.39M | 0.49% | −1,853−2.5% | Reduced |
| Capital Management Corp | 73,340 | $7.40M | 1.26% | +13,029+21.6% | Added |
| Qsemble Capital Management, LP | 73,357 | $7.40M | 0.71% | +9,434+14.8% | Added |
| Sage Capital Advisors,llc | 73,564 | $7.43M | 1.83% | +1,406+1.9% | Added |
| Generali Asset Management SPA SGR | 73,677 | $7.44M | 0.17% | +20,811+39.4% | Added |
| Fisher Asset Management, LLC | 74,331 | $7.50M | 0.00% | −2,670−3.5% | Reduced |
| JustInvest LLC | 74,443 | $7.52M | 0.08% | +22,298+42.8% | Added |
| Everett Harris & Co | 74,865 | $7.56M | 0.10% | −5,256−6.6% | Reduced |
| UBS Oconnor LLC | 75,180 | $7.59M | 0.21% | −5,820−7.2% | Reduced |
| OP Asset Management Ltd | 76,730 | $7.75M | 0.11% | +344+0.5% | Added |
| ExodusPoint Capital Management, LP | 76,835 | $7.76M | 0.09% | +76,835 | New |
| Ilmarinen Mutual Pension Insurance Co | 77,000 | $7.77M | 0.06% | 00.0% | Unchanged |
| Lido Advisors, LLC | 77,527 | $7.83M | 0.04% | −10,934−12.4% | Reduced |
| Fullcircle Wealth LLC | 92,182 | $7.84M | 2.92% | +3,259+3.7% | Added |
| Stonebridge Capital Advisors LLC | 77,688 | $7.84M | 0.60% | −4,270−5.2% | Reduced |
| AustralianSuper Pty Ltd | 77,771 | $7.85M | 0.04% | +77,771 | New |
| Pathstone Holdings, LLC | 77,913 | $7.86M | 0.03% | −10,335−11.7% | Reduced |
| Heritage Investors Management Corp | 78,317 | $7.91M | 0.25% | −1,915−2.4% | Reduced |
| Quadrature Capital Ltd | 78,829 | $7.96M | 0.14% | +50,839+181.6% | Added |
| First Fiduciary Investment Counsel, Inc. | 79,226 | $8.00M | 1.59% | −2,368−2.9% | Reduced |
| Woodline Partners LP | 79,366 | $8.01M | 0.04% | +69,726+723.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 79,937 | $8.07M | 0.25% | −14,817−15.6% | Reduced |
| Sowell Financial Services LLC | 80,509 | $8.13M | 0.33% | +6,238+8.4% | Added |
| Beacon Pointe Advisors, LLC | 81,645 | $8.24M | 0.09% | +5,878+7.8% | Added |
| Moneta Group Investment Advisors LLC | 81,855 | $8.26M | 0.10% | −86−0.1% | Reduced |
| Waypoint Wealth Partners Inc. | 81,858 | $8.26M | 2.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 82,000 | $8.28M | 0.09% | +82,000 | New |
| United Capital Financial Advisers, LLC | 82,266 | $8.30M | 0.07% | +5,351+7.0% | Added |
| Intact Investment Management Inc. | 82,300 | $8.31M | 0.28% | −10,100−10.9% | Reduced |
| Wealthfront Advisers LLC | 83,202 | $8.40M | 0.02% | +34,851+72.1% | Added |
| Mutual of America Capital Management LLC | 84,161 | $8.50M | 0.09% | −906−1.1% | Reduced |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 84,574 | $8.54M | 3.48% | 00.0% | Unchanged |
| Advocate Group LLC | 84,925 | $8.57M | 1.53% | +4,222+5.2% | Added |
| Mackenzie Financial Corp | 86,667 | $8.75M | 0.01% | +11,281+15.0% | Added |
| Janus Henderson Group PLC | 86,753 | $8.75M | 0.00% | −1,029,623−92.2% | Reduced |
| Davy Global Fund Management Ltd | 86,986 | $8.78M | 0.78% | +5,040+6.2% | Added |
| Intech Investment Management LLC | 87,053 | $8.79M | 0.08% | +49,854+134.0% | Added |
| Sequoia Financial Advisors, LLC | 88,471 | $8.93M | 0.06% | −10,051−10.2% | Reduced |
| Horizon Investments, LLC | 88,550 | $8.94M | 0.14% | +73,484+487.7% | Added |
| Gilman Hill Asset Management, LLC | 88,941 | $8.98M | 1.47% | +9,350+11.7% | Added |
| Waters Parkerson & Co., LLC | 89,713 | $9.06M | 0.45% | −11,462−11.3% | Reduced |
| Brinker Capital Investments, LLC | 90,015 | $9.09M | 0.08% | −8,218−8.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 90,127 | $9.10M | 0.27% | +9,755+12.1% | Added |
| Financial Partners Group, LLC | 90,247 | $9.11M | 3.30% | −750−0.8% | Reduced |
| Brown Advisory Inc | 90,268 | $9.11M | 0.01% | +2,465+2.8% | Added |
| Hengehold Capital Management LLC | 90,275 | $9.11M | 0.83% | −196−0.2% | Reduced |
| Stephens Inc | 90,368 | $9.12M | 0.13% | +15,135+20.1% | Added |
| Toroso Investments, LLC | 90,374 | $9.12M | 0.06% | +13,875+18.1% | Added |
| Capstone Investment Advisors, LLC | 90,750 | $9.16M | 0.08% | +9,461+11.6% | Added |
| Nissay Asset Management Corp | 90,929 | $9.18M | 0.05% | +1,416+1.6% | Added |
| Westshore Wealth, LLC | 91,270 | $9.21M | 3.53% | 00.0% | Unchanged |