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 |
|---|---|---|---|---|---|
| Field & Main Bank | 380 | $38.4K | 0.01% | −85−18.3% | Reduced |
| Hilltop National Bank | 383 | $38.7K | 0.01% | +383 | New |
| Fairscale Capital, LLC | 466 | $40.2K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 400 | $40.4K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 467 | $40.4K | 0.01% | −401−46.2% | Reduced |
| Essex Investment Management Co LLC | 404 | $40.8K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 407 | $41.1K | 0.00% | −745−64.7% | Reduced |
| Abound Wealth Management | 410 | $41.3K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 414 | $42.0K | 0.01% | +232+127.5% | Added |
| Pinney & Scofield, Inc. | 418 | $42.2K | 0.03% | +39+10.3% | Added |
| Pacific Center for Financial Services | 425 | $42.9K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 425 | $43.0K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 429 | $43.3K | 0.02% | +2+0.5% | Added |
| Byrne Asset Management LLC | 438 | $44.2K | 0.03% | −4,772−91.6% | Reduced |
| Rossby Financial, LCC | 445 | $44.9K | 0.02% | +110+32.8% | Added |
| Pinnacle Holdings, LLC | 445 | $44.9K | 0.02% | +445 | New |
| SWAN Capital LLC | 464 | $46.8K | 0.02% | +25+5.7% | Added |
| Atlantic Trust, LLC | 475 | $47.9K | 0.01% | −781−62.2% | Reduced |
| Pacifica Partners Inc. | 474 | $48.0K | 0.02% | +50+11.8% | Added |
| Edmond de Rothschild Holding S.A. | 482 | $48.7K | 0.00% | −36,191−98.7% | Reduced |
| REAP Financial Group, LLC | 483 | $48.7K | 0.01% | +127+35.7% | Added |
| Missouri Trust & Investment Co | 485 | $49.0K | 0.02% | −110−18.5% | Reduced |
| IMA Wealth, Inc. | 497 | $50.2K | 0.01% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 503 | $50.8K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 505 | $51.0K | 0.00% | −57−10.1% | Reduced |
| TFC Financial Management | 534 | $53.9K | 0.01% | −5−0.9% | Reduced |
| Evermay Wealth Management LLC | 543 | $54.8K | 0.01% | −1,207−69.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 550 | $55.5K | 0.03% | 00.0% | Unchanged |
| North Capital, Inc. | 565 | $57.0K | 0.05% | −73−11.4% | Reduced |
| Vestor Capital, LLC | 800 | $59.0K | 0.01% | −499−38.4% | Reduced |
| Advantage Trust Co | 600 | $60.6K | 0.03% | +100+20.0% | Added |
| Ameriflex Group, Inc. | 613 | $61.7K | 0.03% | −635−50.9% | Reduced |
| Nemes Rush Group LLC | 611 | $61.7K | 0.01% | −1,013−62.4% | Reduced |
| VSM Wealth Advisory, LLC | 619 | $62.5K | 0.02% | +179+40.7% | Added |
| Medallion Wealth Advisors, LLC | 607 | $63.4K | 0.02% | +3+0.5% | Added |
| Rakuten Securities, Inc. | 628 | $63.4K | 0.02% | −1,266−66.8% | Reduced |
| Generali Investments, Management Co LLC | 634 | $63.9K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 635 | $64.0K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 645 | $65.1K | 0.01% | +200+44.9% | Added |
| Redwood Park Advisors LLC | 653 | $65.9K | 0.05% | +3+0.5% | Added |
| Toth Financial Advisory Corp | 654 | $66.1K | 0.01% | −72−9.9% | Reduced |
| Hanson & Doremus Investment Management | 666 | $67.0K | 0.01% | +666 | New |
| IMG Wealth Management, Inc. | 672 | $67.8K | 0.05% | +472+236.0% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 700 | $70.7K | 0.04% | +700 | New |
| True Wealth Design, LLC | 703 | $71.0K | 0.03% | +126+21.8% | Added |
| Beacon Capital Management, LLC | 741 | $74.8K | 0.01% | +29+4.1% | Added |
| Rosenberg Matthew Hamilton | 759 | $76.6K | 0.02% | −124−14.0% | Reduced |
| Capital Advisors, Ltd. LLC | 769 | $78.0K | 0.01% | −319−29.3% | Reduced |
| Chesapeake Asset Management LLC | 782 | $78.9K | 0.07% | +33+4.4% | Added |
| Bogart Wealth, LLC | 785 | $79.2K | 0.00% | +386+96.7% | Added |
| Plante Moran Financial Advisors, LLC | 800 | $80.8K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 806 | $81.4K | 0.04% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 807 | $81.5K | 0.04% | −577−41.7% | Reduced |
| LRI Investments, LLC | 812 | $82.0K | 0.01% | −22−2.6% | Reduced |
| Strengthening Families & Communities, LLC | 757 | $83.3K | 0.05% | +85+12.6% | Added |
| Tompkins Financial Corp | 825 | $83.3K | 0.01% | −124−13.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 830 | $83.8K | 0.02% | +10+1.2% | Added |
| General Partner, Inc. | 842 | $85.0K | 0.05% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 850 | $85.8K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 867 | $87.5K | 0.01% | +105+13.8% | Added |
| McCarthy Grittinger Financial Group, LLC | 917 | $92.6K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 919 | $92.8K | 0.00% | −535−36.8% | Reduced |
| Key Financial Inc | 920 | $92.9K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 920 | $92.9K | 0.01% | −309−25.1% | Reduced |
| Silvant Capital Management LLC | 958 | $96.7K | 0.00% | −6,171−86.6% | Reduced |
| Westside Investment Management, Inc. | 960 | $97.3K | 0.02% | +124+14.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,000 | $100.9K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1,019 | $102.9K | 0.05% | −1,900−65.1% | Reduced |
| Aviso Financial Inc. | 1,020 | $103.0K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 1,031 | $104.1K | 0.07% | +183+21.6% | Added |
| Rise Advisors, LLC | 1,031 | $104.1K | 0.04% | −105−9.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,050 | $105.0K | 0.04% | −33−3.0% | Reduced |
| MCF Advisors LLC | 1,042 | $105.2K | 0.01% | +315+43.3% | Added |
| Safe Harbor Fiduciary, LLC | 1,045 | $105.5K | 0.10% | −12,691−92.4% | Reduced |
| BankPlus Trust Department | 1,055 | $106.5K | 0.03% | −83−7.3% | Reduced |
| Bellevue Asset Management, LLC | 1,058 | $106.9K | 0.05% | +4+0.4% | Added |
| Mount Yale Investment Advisors, LLC | 1,084 | $109.4K | 0.01% | +1,084 | New |
| Operose Advisors LLC | 1,097 | $110.7K | 0.03% | +779+245.0% | Added |
| Tamar Securities, LLC | 1,117 | $112.7K | 0.01% | −35−3.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,118 | $112.8K | 0.01% | +1,118 | New |
| Quintet Private Bank (Europe) S.A. | 1,125 | $113.6K | 0.01% | −15,608−93.3% | Reduced |
| First Community Trust NA | 1,129 | $114.0K | 0.09% | +1,000+775.2% | Added |
| Peterson Wealth Services | 1,131 | $114.2K | 0.03% | −149−11.6% | Reduced |
| McIlrath & Eck, LLC | 1,138 | $114.8K | 0.01% | −294−20.5% | Reduced |
| IAG Wealth Partners, LLC | 1,148 | $115.9K | 0.02% | +8+0.7% | Added |
| AlphaCore Capital LLC | 1,156 | $116.7K | 0.00% | +713+160.9% | Added |
| Centricity Wealth Management, LLC | 1,158 | $116.9K | 0.09% | −22−1.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,158 | $116.9K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,349 | $119.7K | 0.10% | −50−3.6% | Reduced |
| Exchange Traded Concepts, LLC | 1,193 | $120.4K | 0.00% | −216,295−99.5% | Reduced |
| Addison Advisors LLC | 1,201 | $121.2K | 0.03% | −58−4.6% | Reduced |
| Asset Planning,Inc | 1,203 | $121.4K | 0.09% | +3+0.3% | Added |
| Cary Street Partner Investment Advisory LLC | 1,213 | $122.5K | 0.06% | −407−25.1% | Reduced |
| Union Savings Bank | 1,427 | $122.9K | 0.06% | +673+89.3% | Added |
| Adirondack Trust Co | 1,268 | $128.0K | 0.05% | −1,060−45.5% | Reduced |
| South Plains Financial, Inc. | 1,275 | $128.7K | 0.09% | +25+2.0% | Added |
| Bruce G. Allen Investments, LLC | 1,275 | $128.7K | 0.10% | −313−19.7% | Reduced |
| Smithfield Trust Co | 1,293 | $131.0K | 0.01% | −138−9.6% | Reduced |
| Granite FO LLC | 1,300 | $131.2K | 0.07% | −500−27.8% | Reduced |
| Lavaca Capital LLC | 1,313 | $132.6K | 0.05% | +19+1.5% | Added |