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 |
|---|---|---|---|---|---|
| CV Advisors LLC | 2,225 | $224.6K | 0.07% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 2,227 | $224.7K | 0.04% | −9,349−80.8% | Reduced |
| Bill Few Associates, Inc. | 2,227 | $224.8K | 0.06% | −199−8.2% | Reduced |
| Trustco Bank Corp N Y | 2,231 | $225.2K | 0.22% | −412−15.6% | Reduced |
| First County Bank | 2,235 | $225.6K | 0.12% | −1,271−36.3% | Reduced |
| Ransom Advisory, Ltd | 2,237 | $225.8K | 0.11% | −150−6.3% | Reduced |
| Bey-Douglas LLC | 2,239 | $226.0K | 0.14% | +2,239 | New |
| Patton Fund Management, Inc. | 2,249 | $227.0K | 0.05% | +2,249 | New |
| Oakland Financial Corp | 2,250 | $227.1K | 4.27% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,253 | $227.4K | 0.02% | −10−0.4% | Reduced |
| 626 Financial, LLC | 2,256 | $227.7K | 0.11% | +2,256 | New |
| Ridgecrest Wealth Partners, LLC | 2,257 | $227.8K | 0.12% | +277+14.0% | Added |
| Waddell & Associates, LLC | 2,261 | $228.2K | 0.02% | +2,261 | New |
| Enterprise Financial Services Corp | 2,265 | $228.6K | 0.12% | +2,265 | New |
| Bridges Investment Management Inc | 2,270 | $229.1K | 0.00% | −500−18.1% | Reduced |
| Clifford Group, LLC | 2,272 | $229.4K | 0.19% | +254+12.6% | Added |
| Axxcess Wealth Management, LLC | 2,273 | $229.4K | 0.01% | −5,347−70.2% | Reduced |
| Sollinda Capital Management LLC | 2,275 | $229.6K | 0.06% | −40−1.7% | Reduced |
| Catalyst Financial Partners LLC | 2,277 | $229.8K | 0.03% | −215−8.6% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,278 | $229.9K | 0.14% | +448+24.5% | Added |
| Chancellor Financial Group WB LP | 2,280 | $230.1K | 0.18% | +100+4.6% | Added |
| Hickory Point Bank & Trust | 2,286 | $230.7K | 0.19% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,300 | $232.2K | 0.08% | 00.0% | Unchanged |
| Evexia Wealth LLC | 2,341 | $232.3K | 0.07% | 00.0% | Unchanged |
| PCG Asset Management, LLC | 2,302 | $232.4K | 0.20% | −350−13.2% | Reduced |
| 360 Financial, Inc. | 2,311 | $233.3K | 0.07% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,317 | $233.9K | 0.01% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 2,329 | $235.1K | 0.08% | −48−2.0% | Reduced |
| Plancorp, LLC | 2,334 | $235.6K | 0.01% | −84−3.5% | Reduced |
| Johnson & White Wealth Management, LLC | 2,340 | $236.0K | 0.12% | −184−7.3% | Reduced |
| Cromwell Holdings LLC | 2,340 | $236.2K | 0.14% | +1,686+257.8% | Added |
| Freestone Capital Holdings, LLC | 2,356 | $237.8K | 0.01% | −783−24.9% | Reduced |
| Optas, LLC | 2,357 | $237.9K | 0.05% | +60+2.6% | Added |
| PKS Advisory Services, LLC | 2,006 | $238.1K | 0.06% | +2,006 | New |
| Calton & Associates, Inc. | 2,364 | $238.6K | 0.04% | +501+26.9% | Added |
| SC&H Financial Advisors, Inc. | 2,373 | $239.6K | 0.04% | −1,900−44.5% | Reduced |
| Alliance Wealth Advisors, LLC | 2,382 | $240.5K | 0.13% | +87+3.8% | Added |
| Lewis Asset Management, LLC | 2,385 | $240.7K | 0.11% | +2,385 | New |
| RMB Capital Management, LLC | 2,392 | $241.4K | 0.00% | +2,392 | New |
| Allegheny Financial Group LTD | 2,396 | $241.9K | 0.05% | +5+0.2% | Added |
| Pacific Sage Partners, LLC | 2,397 | $242.0K | 0.05% | +524+28.0% | Added |
| Novem Group | 2,410 | $243.3K | 0.03% | −171−6.6% | Reduced |
| Code Waechter LLC | 2,412 | $243.5K | 0.17% | +2,412 | New |
| Ipswich Investment Management Co., Inc. | 2,425 | $244.8K | 0.06% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,345 | $245.0K | 0.16% | +2,345 | New |
| Yeomans Consulting Group, Inc. | 2,353 | $245.8K | 0.10% | +2,353 | New |
| Guardian Partners Inc. | 2,410 | $246.2K | 0.02% | −100−4.0% | Reduced |
| Center for Financial Planning, Inc. | 2,446 | $246.9K | 0.03% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,450 | $247.3K | 0.02% | −1,768−41.9% | Reduced |
| Sheets Smith Wealth Management | 2,450 | $247.3K | 0.03% | +20+0.8% | Added |
| Atom Investors LP | 2,451 | $247.4K | 0.02% | +2,451 | New |
| LCNB Corp | 2,455 | $247.8K | 0.09% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,467 | $249.0K | 0.06% | −3,359−57.7% | Reduced |
| Diversified Enterprises, LLC | 2,467 | $249.0K | 0.02% | +499+25.4% | Added |
| Sweeney & Michel, LLC | 2,461 | $249.2K | 0.09% | −317−11.4% | Reduced |
| U S Global Investors Inc | 2,475 | $249.8K | 0.03% | +774+45.5% | Added |
| LOM Asset Management Ltd | 2,477 | $250.0K | 0.08% | +2,477 | New |
| MASTERINVEST Kapitalanlage GmbH | 2,483 | $250.6K | 0.03% | +2,483 | New |
| Synergy Financial Group, LTD | 2,497 | $252.0K | 0.19% | +82+3.4% | Added |
| Royal Capital Wealth Management, LLC | 2,498 | $252.1K | 0.17% | −122−4.7% | Reduced |
| Cannon Financial Strategists, Inc. | 2,498 | $252.1K | 0.04% | −221−8.1% | Reduced |
| Austin Asset Management Co Inc | 2,505 | $252.9K | 0.05% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,303 | $253.3K | 0.14% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 2,512 | $253.5K | 0.06% | +207+9.0% | Added |
| SBI Securities Co., Ltd. | 2,514 | $253.8K | 0.01% | +333+15.3% | Added |
| Asset Dedication, LLC | 2,514 | $253.8K | 0.02% | +1,674+199.3% | Added |
| David Loasby | 3,004 | $253.8K | 0.02% | +357+13.5% | Added |
| Ti-Trust, Inc | 2,515 | $253.9K | 0.17% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,524 | $254.7K | 0.01% | −943−27.2% | Reduced |
| HBW Advisory Services LLC | 2,526 | $254.9K | 0.03% | +78+3.2% | Added |
| MBM Wealth Consultants, LLC | 2,528 | $255.2K | 0.07% | +593+30.6% | Added |
| Diametric Capital, LP | 2,529 | $255.3K | 0.14% | +2,529 | New |
| Joule Financial, LLC | 2,533 | $255.7K | 0.08% | +124+5.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,546 | $257.0K | 0.09% | +385+17.8% | Added |
| Spirit of America Management Corp | 2,550 | $257.4K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,557 | $258.1K | 0.02% | +97+3.9% | Added |
| CVA Family Office, LLC | 2,570 | $259.4K | 0.04% | +146+6.0% | Added |
| Chase Investment Counsel Corp | 2,584 | $260.0K | 0.08% | −581−18.4% | Reduced |
| 180 Wealth Advisors, LLC | 2,582 | $260.6K | 0.04% | +268+11.6% | Added |
| Platform Technology Partners | 2,603 | $262.8K | 0.07% | −521−16.7% | Reduced |
| Accuvest Global Advisors | 2,604 | $263.0K | 0.17% | −1,838−41.4% | Reduced |
| Sax Wealth Advisors, LLC | 2,607 | $263.1K | 0.02% | −715−21.5% | Reduced |
| New Covenant Trust Company, N.A. | 2,611 | $264.2K | 0.24% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 2,505 | $264.4K | 0.03% | +2,505 | New |
| HCR Wealth Advisors | 2,622 | $264.7K | 0.03% | −5−0.2% | Reduced |
| Finley Financial, LLC | 2,626 | $265.1K | 0.13% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,629 | $265.3K | 0.12% | +107+4.2% | Added |
| HHM Wealth Advisors, LLC | 2,631 | $265.6K | 0.03% | +55+2.1% | Added |
| Fukoku Mutual Life Insurance Co | 2,652 | $267.7K | 0.02% | 00.0% | Unchanged |
| Suncoast Equity Management | 2,652 | $267.7K | 0.03% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,435 | $267.8K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,655 | $268.0K | 0.09% | +12+0.5% | Added |
| Liberty Wealth Management LLC | 2,657 | $268.2K | 0.04% | −4−0.2% | Reduced |
| Crestwood Advisors Group LLC | 2,665 | $269.0K | 0.00% | +2,665 | New |
| First PREMIER Bank | 2,663 | $269.0K | 0.07% | +145+5.8% | Added |
| CogentBlue Wealth Advisors, LLC | 2,665 | $269.0K | 0.21% | −244−8.4% | Reduced |
| Angeles Wealth Management, LLC | 2,670 | $269.5K | 0.02% | −1,031−27.9% | Reduced |
| Jacksonville Wealth Management, LLC | 2,674 | $269.9K | 0.22% | −60−2.2% | Reduced |
| CHB Investment Group, LLC | 2,679 | $270.0K | 0.14% | −10.0% | Reduced |
| IFG Advisors, LLC | 2,675 | $270.0K | 0.05% | −141−5.0% | Reduced |