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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 1,321 | $133.0K | 0.04% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,341 | $135.4K | 0.07% | −305−18.5% | Reduced |
| Golden State Wealth Management, LLC | 1,352 | $136.5K | 0.02% | −224−14.2% | Reduced |
| Bullock Wealth Management Group | 1,351 | $141.2K | 0.07% | 00.0% | Unchanged |
| Sachetta, LLC | 1,402 | $141.5K | 0.06% | −607−30.2% | Reduced |
| Covestor Ltd | 1,410 | $142.0K | 0.08% | +434+44.5% | Added |
| Legacy Bridge, LLC | 1,451 | $146.5K | 0.07% | −120−7.6% | Reduced |
| Capula Management Ltd | 1,458 | $147.2K | 0.00% | +401+37.9% | Added |
| Members Capital Advisors Inc | 1,481 | $149.5K | 0.17% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,514 | $152.8K | 0.04% | +1,361+889.5% | Added |
| Trust Co | 1,520 | $153.4K | 0.02% | −400−20.8% | Reduced |
| MTM Investment Management, LLC | 1,529 | $154.3K | 0.05% | +1,529 | New |
| Pinnacle Bancorp, Inc. | 1,537 | $155.1K | 0.05% | −160−9.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 1,537 | $155.1K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,559 | $157.4K | 0.02% | +521+50.2% | Added |
| Wellington Shields Capital Management, LLC | 1,562 | $157.7K | 0.03% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 157,971 | $158.0K | 0.12% | +156,406+9,994.0% | Added |
| Y.D. More Investments Ltd | 1,582 | $160.0K | 0.01% | +261+19.8% | Added |
| Coastline Trust Co | 1,650 | $166.6K | 0.02% | −20−1.2% | Reduced |
| Indiana Trust & Investment Management CO | 1,720 | $173.6K | 0.06% | +11+0.6% | Added |
| Tanglewood Legacy Advisors, LLC | 1,734 | $175.0K | 0.07% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 1,747 | $176.3K | 0.14% | −263−13.1% | Reduced |
| Oakworth Capital, Inc. | 1,770 | $178.7K | 0.01% | +82+4.9% | Added |
| Eq Wealth Advisors, LLC | 1,821 | $183.8K | 0.13% | +1,821 | New |
| Crews Bank & Trust | 1,833 | $185.0K | 0.03% | +570+45.1% | Added |
| Elgethun Capital Management | 1,889 | $190.7K | 0.04% | +505+36.5% | Added |
| DiNuzzo Private Wealth, Inc. | 1,892 | $191.0K | 0.02% | +61+3.3% | Added |
| Pandora Wealth, Inc. | 1,898 | $191.6K | 0.12% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,909 | $192.7K | 0.02% | −609−24.2% | Reduced |
| Onefund, LLC | 1,926 | $194.0K | 0.14% | −12−0.6% | Reduced |
| Paradigm Asset Management Co LLC | 1,924 | $194.2K | 0.05% | +1,000+108.2% | Added |
| PFS Partners, LLC | 1,947 | $196.6K | 0.10% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,982 | $200.1K | 0.00% | −54,489−96.5% | Reduced |
| Waterloo Capital, L.P. | 1,988 | $200.7K | 0.02% | +1,988 | New |
| Thompson Siegel & Walmsley LLC | 1,988 | $201.0K | 0.00% | −20−1.0% | Reduced |
| Wrapmanager Inc | 1,993 | $201.2K | 0.05% | −590−22.8% | Reduced |
| Massachusetts Wealth Management | 1,995 | $201.4K | 0.11% | −100−4.8% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $201.4K | 0.04% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 2,333 | $201.8K | 0.20% | −724−23.7% | Reduced |
| Silver Lake Advisory, LLC | 2,000 | $201.9K | 0.09% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $201.9K | 0.03% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,007 | $202.6K | 0.07% | −260−11.5% | Reduced |
| US Asset Management LLC | 2,008 | $202.7K | 0.18% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,013 | $203.2K | 0.07% | −179−8.2% | Reduced |
| SFMG, LLC | 2,016 | $203.5K | 0.02% | −102−4.8% | Reduced |
| Grove Bank & Trust | 2,017 | $203.6K | 0.03% | −222−9.9% | Reduced |
| Severin Investments, LLC | 2,019 | $203.8K | 0.19% | +61+3.1% | Added |
| Advyzon Investment Management, LLC | 2,021 | $204.0K | 0.05% | +2,021 | New |
| JT Stratford LLC | 2,028 | $204.7K | 0.03% | +2,028 | New |
| ZEGA Investments, LLC | 2,036 | $205.5K | 0.05% | −159−7.2% | Reduced |
| Bank & Trust Co | 2,038 | $205.7K | 0.16% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,038 | $205.7K | 0.01% | +85+4.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 2,039 | $205.8K | 0.01% | −29−1.4% | Reduced |
| Exchange Bank | 2,039 | $205.8K | 0.16% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 2,040 | $205.9K | 0.03% | −52−2.5% | Reduced |
| Sharp Financial Services, LLC | 2,040 | $205.9K | 0.13% | −502−19.7% | Reduced |
| Kesler, Norman & Wride, LLC | 2,040 | $206.0K | 0.04% | −27,717−93.1% | Reduced |
| Detalus Advisors, LLC | 2,044 | $206.3K | 0.06% | 00.0% | Unchanged |
| Teza Capital Management LLC | 2,046 | $206.5K | 0.15% | +2,046 | New |
| Glen Eagle Advisors, LLC | 2,047 | $206.6K | 0.03% | −22−1.1% | Reduced |
| Crestmont Private Wealth LLC | 2,051 | $207.0K | 0.07% | +179+9.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 2,060 | $207.9K | 0.05% | +2,060 | New |
| Certified Advisory Corp | 2,061 | $208.1K | 0.02% | +70+3.5% | Added |
| Rockport Wealth LLC | 2,062 | $208.2K | 0.05% | +2,062 | New |
| Davidson Trust Co | 2,063 | $208.2K | 0.10% | −279−11.9% | Reduced |
| AlTi Global, Inc. | 2,064 | $208.3K | 0.01% | +2,064 | New |
| Benedict Financial Advisors Inc | 2,065 | $208.5K | 0.05% | +20+1.0% | Added |
| Woodward Diversified Capital, LLC | 2,066 | $208.6K | 0.11% | +2,066 | New |
| Maridea Wealth Management LLC | 2,092 | $211.2K | 0.05% | −4,156−66.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,094 | $211.4K | 0.07% | −55−2.6% | Reduced |
| Money Concepts Capital Corp | 2,100 | $212.0K | 0.01% | +104+5.2% | Added |
| Personal Cfo Solutions, LLC | 2,101 | $212.0K | 0.04% | −1,278−37.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,105 | $212.5K | 0.14% | −29−1.4% | Reduced |
| Orrstown Financial Services Inc | 2,105 | $212.5K | 0.04% | +2,105 | New |
| Sig Brokerage, LP | 2,111 | $213.1K | 0.06% | −3,122−59.7% | Reduced |
| Compass Capital Corp | 2,473 | $213.3K | 0.10% | +2,473 | New |
| Parr McKnight Wealth Management Group, LLC | 2,115 | $213.5K | 0.03% | +16+0.8% | Added |
| Mattern Capital Management, LLC | 2,116 | $213.6K | 0.03% | −4,580−68.4% | Reduced |
| DGS Capital Management, LLC | 2,121 | $214.1K | 0.04% | +2,121 | New |
| First Heartland Consultants, Inc. | 2,124 | $214.3K | 0.02% | +2,124 | New |
| Haven Capital Group, Inc. | 2,127 | $215.0K | 0.19% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 2,131 | $215.1K | 0.03% | −34,222−94.1% | Reduced |
| Winebrenner Capital Management LLC | 2,135 | $215.6K | 0.17% | +166+8.4% | Added |
| Golden State Equity Partners | 2,147 | $216.8K | 0.04% | −649−23.2% | Reduced |
| Investment Planning Advisors, Inc. | 2,150 | $217.0K | 0.08% | +2,150 | New |
| MONECO Advisors, LLC | 2,153 | $217.3K | 0.02% | −1,098−33.8% | Reduced |
| Fidelis Capital Partners, LLC | 2,526 | $217.9K | 0.02% | −150−5.6% | Reduced |
| Altus Wealth Group LLC | 2,166 | $218.6K | 0.10% | +75+3.6% | Added |
| MUFG Securities EMEA plc | 2,168 | $218.8K | 0.01% | +2,168 | New |
| Capital Advantage, Inc. | 2,174 | $219.5K | 0.03% | −311−12.5% | Reduced |
| MBB Public Markets I LLC | 2,175 | $219.5K | 0.03% | −525−19.4% | Reduced |
| Cobblestone Capital Advisors LLC | 2,175 | $219.5K | 0.01% | −4,091−65.3% | Reduced |
| JBR Co Financial Management Inc | 2,175 | $219.5K | 0.11% | −483−18.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 2,179 | $219.9K | 0.10% | +5+0.2% | Added |
| Douglas Lane & Associates, LLC | 2,183 | $220.4K | 0.00% | −170−7.2% | Reduced |
| Great Diamond Partners, LLC | 2,185 | $220.6K | 0.05% | +2,185 | New |
| Barnes Pettey Financial Advisors, LLC | 2,197 | $221.7K | 0.15% | +4+0.2% | Added |
| Arista Wealth Management, LLC | 2,199 | $222.0K | 0.03% | +2,199 | New |
| Financial Advisors Network, Inc. | 2,216 | $223.7K | 0.03% | +2,216 | New |
| Heritage Wealth Advisors | 2,219 | $224.0K | 0.01% | −1,195−35.0% | Reduced |