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 |
|---|---|---|---|---|---|
| Curio Wealth, LLC | 110 | $11.1K | 0.00% | +109+10,900.0% | Added |
| SIMA Wealth Partners, LLC | 112 | $11.3K | 0.01% | −130−53.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 112 | $11.3K | 0.00% | −78−41.1% | Reduced |
| Rialto Wealth Management, LLC | 113 | $11.4K | 0.00% | −43−27.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 115 | $11.6K | 0.00% | −28−19.6% | Reduced |
| Kilter Group LLC | 120 | $12.1K | 0.01% | +120 | New |
| Park Square Financial Group, LLC | 123 | $12.4K | 0.01% | −10−7.5% | Reduced |
| Financial Freedom, LLC | 125 | $12.6K | 0.01% | 00.0% | Unchanged |
| Total Investment Management Inc | 125 | $12.6K | 0.00% | +125 | New |
| DB Fitzpatrick & Co, Inc | 129 | $13.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 133 | $13.4K | 0.00% | +103+343.3% | Added |
| Avalon Trust Co | 134 | $13.5K | 0.00% | −2−1.5% | Reduced |
| BFSG, LLC | 140 | $14.1K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 148 | $14.9K | 0.01% | −66−30.8% | Reduced |
| PrairieView Partners, LLC | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 152 | $15.0K | 0.00% | +2+1.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 150 | $15.1K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 150 | $15.1K | 0.02% | +150 | New |
| Prestige Wealth Management Group LLC | 154 | $15.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 155 | $15.6K | 0.01% | −26−14.4% | Reduced |
| WFA of San Diego, LLC | 155 | $15.6K | 0.01% | +155 | New |
| Howard Hughes Medical Institute | 158 | $15.9K | 0.01% | +158 | New |
| Creekmur Asset Management LLC | 167 | $16.9K | 0.00% | −11−6.2% | Reduced |
| Carderock Capital Management Inc | 167 | $16.9K | 0.00% | +167 | New |
| Red Tortoise LLC | 167 | $16.9K | 0.01% | −13−7.2% | Reduced |
| First Command Advisory Services, Inc. | 172 | $17.4K | 0.00% | −328−65.6% | Reduced |
| Activest Wealth Management | 174 | $17.6K | 0.00% | +144+480.0% | Added |
| West Branch Capital LLC | 180 | $18.2K | 0.01% | 00.0% | Unchanged |
| Tobam | 193 | $19.0K | 0.01% | −7,004−97.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 189 | $19.1K | 0.01% | +184+3,680.0% | Added |
| Quaker Wealth Management, LLC | 192 | $19.4K | 0.01% | +192 | New |
| Aventura Private Wealth, LLC | 195 | $19.7K | 0.01% | −150−43.5% | Reduced |
| Cornerstone Planning Group LLC | 229 | $19.9K | 0.00% | +27+13.4% | Added |
| Arlington Trust Co LLC | 200 | $20.2K | 0.00% | −75−27.3% | Reduced |
| Security National Bank | 200 | $20.2K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 202 | $20.4K | 0.00% | −260−56.3% | Reduced |
| ORG Partners LLC | 201 | $21.0K | 0.00% | −328−62.0% | Reduced |
| Front Row Advisors LLC | 210 | $21.2K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 213 | $21.5K | 0.01% | −249−53.9% | Reduced |
| UMA Financial Services, Inc. | 213 | $21.5K | 0.00% | +33+18.3% | Added |
| Consultiva Wealth Management, Corp. | 215 | $21.7K | 0.07% | 00.0% | Unchanged |
| TD Capital Management LLC | 215 | $21.7K | 0.00% | +215 | New |
| Gen-Wealth Partners Inc | 217 | $21.9K | 0.01% | +14+6.9% | Added |
| Whipplewood Advisors, LLC | 221 | $22.3K | 0.01% | −124−35.9% | Reduced |
| Fourth Dimension Wealth, LLC | 225 | $22.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 228 | $23.0K | 0.00% | +48+26.7% | Added |
| CBIZ Investment Advisory Services, LLC | 231 | $23.3K | 0.00% | +118+104.4% | Added |
| Crewe Advisors LLC | 236 | $23.8K | 0.00% | +150+174.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 237 | $23.9K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 241 | $24.0K | 0.01% | +44+22.3% | Added |
| Aventus Investment Advisors, Inc. | 238 | $24.0K | 0.02% | +238 | New |
| Global Trust Asset Management, LLC | 240 | $24.2K | 0.01% | −480−66.7% | Reduced |
| Financial Network Wealth Advisors LLC | 242 | $24.4K | 0.03% | −343−58.6% | Reduced |
| Kennebec Savings Bank | 247 | $24.9K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $25.2K | 0.00% | −2,211−89.8% | Reduced |
| Citizens National Bank Trust Department | 250 | $25.2K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 250 | $25.2K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 250 | $25.2K | 0.02% | +50+25.0% | Added |
| Glass Jacobson Investment Advisors llc | 252 | $25.4K | 0.01% | −1,008−80.0% | Reduced |
| Stephens Consulting, LLC | 252 | $25.4K | 0.01% | +29+13.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 253 | $25.4K | 0.02% | −30−10.6% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 254 | $25.6K | 0.01% | +254 | New |
| Financial Perspectives, Inc | 254 | $25.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 253 | $26.7K | 0.00% | +43+20.5% | Added |
| Sierra Ocean, LLC | 265 | $26.8K | 0.02% | +154+138.7% | Added |
| Raffa Wealth Management, LLC | 266 | $26.9K | 0.01% | −24−8.3% | Reduced |
| Dunhill Financial, LLC | 269 | $27.2K | 0.01% | −249−48.1% | Reduced |
| MV Capital Management, Inc. | 270 | $27.3K | 0.00% | −277−50.6% | Reduced |
| Founders Capital Management | 270 | $27.3K | 0.02% | 00.0% | Unchanged |
| Insight Financial Services | 274 | $27.7K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 276 | $27.9K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 283 | $28.0K | 0.00% | +1+0.4% | Added |
| TSFG, LLC | 273 | $28.0K | 0.01% | +1+0.4% | Added |
| Hopwood Financial Services, Inc. | 282 | $28.5K | 0.02% | +1+0.4% | Added |
| FSA Wealth Management LLC | 285 | $28.8K | 0.01% | +23+8.8% | Added |
| Vermillion & White Wealth Management Group, LLC | 288 | $29.1K | 0.02% | −10,197−97.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 334 | $29.2K | 0.01% | +334 | New |
| Painted Porch Advisors LLC | 291 | $29.4K | 0.01% | +70+31.7% | Added |
| ESL Trust Services, LLC | 300 | $30.3K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 305 | $30.8K | 0.01% | +5+1.7% | Added |
| Graney & King, LLC | 324 | $32.7K | 0.02% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 325 | $32.8K | 0.02% | +13+4.2% | Added |
| WPG Advisers, LLC | 329 | $33.2K | 0.03% | −12−3.5% | Reduced |
| Joseph Group Capital Management | 330 | $33.3K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 332 | $33.5K | 0.01% | +5+1.5% | Added |
| Pingora Partners LLC | 335 | $33.8K | 0.03% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 344 | $34.0K | 0.01% | +344 | New |
| FNY Investment Advisers, LLC | 346 | $34.0K | 0.01% | +346 | New |
| Evelyn Partners Investment Management LLP | 337 | $34.0K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 347 | $35.0K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 350 | $35.3K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 354 | $35.7K | 0.01% | −2,370−87.0% | Reduced |
| Putney Financial Group LLC | 357 | $36.0K | 0.04% | −30−7.8% | Reduced |
| JNBA Financial Advisors | 359 | $36.3K | 0.00% | −179−33.3% | Reduced |
| Opal Wealth Advisors, LLC | 363 | $36.6K | 0.01% | −69−16.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 365 | $36.8K | 0.01% | −56−13.3% | Reduced |
| First United Bank Trust | 365 | $36.8K | 0.01% | −960−72.5% | Reduced |
| GW&K Investment Management, LLC | 365 | $37.0K | 0.00% | +26+7.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 368 | $37.1K | 0.01% | −45−10.9% | Reduced |
| S&T Bank | 375 | $37.9K | 0.01% | −6−1.6% | Reduced |