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 |
|---|---|---|---|---|---|
| Ellis Investment Partners, LLC | 2,676 | $270.2K | 0.05% | −201−7.0% | Reduced |
| Sterling Capital Management LLC | 2,683 | $270.8K | 0.00% | +144+5.7% | Added |
| Mason & Associates, LLC | 2,690 | $271.5K | 0.07% | −333−11.0% | Reduced |
| Bridgewealth Advisory Group, LLC | 2,700 | $272.5K | 0.07% | +2,700 | New |
| Turtle Creek Wealth Advisors, LLC | 2,720 | $274.6K | 0.03% | +2,720 | New |
| OneAscent Financial Services LLC | 2,666 | $275.0K | 0.02% | −2,696−50.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,729 | $275.5K | 0.12% | −294−9.7% | Reduced |
| Lauer Wealth, LLC | 3,194 | $275.7K | 0.23% | +3,194 | New |
| Bingham Private Wealth, LLC | 2,733 | $275.9K | 0.26% | −317−10.4% | Reduced |
| Heartwood Wealth Advisors LLC | 2,743 | $276.9K | 0.03% | −7−0.3% | Reduced |
| Country Trust Bank | 2,747 | $277.3K | 0.01% | −54−1.9% | Reduced |
| Sivia Capital Partners, LLC | 2,749 | $277.5K | 0.09% | +2,749 | New |
| Bluefin Capital Management, LLC | 2,750 | $277.6K | 0.21% | −350−11.3% | Reduced |
| 1776 Wealth LLC | 2,753 | $277.9K | 0.11% | −50−1.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,755 | $278.1K | 0.03% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,757 | $278.3K | 0.02% | +840+43.8% | Added |
| Clarius Group, LLC | 2,763 | $278.9K | 0.02% | +15+0.5% | Added |
| Wynn Capital, LLC | 2,768 | $279.5K | 0.15% | +204+8.0% | Added |
| Uncommon Cents Investing LLC | 2,778 | $280.4K | 0.08% | +2,778 | New |
| BIP Wealth, LLC | 2,784 | $281.0K | 0.02% | 00.0% | Unchanged |
| New Hampshire Trust | 2,790 | $281.6K | 0.06% | +618+28.5% | Added |
| Pathway Financial Advisors LLC | 2,800 | $282.6K | 0.04% | −760−21.3% | Reduced |
| Lockerman Financial Group, Inc. | 2,800 | $282.6K | 0.38% | +2,800 | New |
| Phillips Wealth Planners LLC | 2,761 | $282.7K | 0.26% | −34−1.2% | Reduced |
| Bank of Jackson Hole Trust | 2,804 | $283.0K | 0.16% | +278+11.0% | Added |
| waypoint wealth counsel | 2,807 | $283.3K | 0.14% | −144−4.9% | Reduced |
| Mechanics Financial Corp | 2,808 | $283.4K | 0.12% | +56+2.0% | Added |
| Resonant Capital Advisors, LLC | 2,810 | $283.6K | 0.02% | −10,480−78.9% | Reduced |
| World Equity Group, Inc. | 2,816 | $284.2K | 0.08% | +6+0.2% | Added |
| Granite Investment Partners, LLC | 2,822 | $284.9K | 0.01% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 2,819 | $285.0K | 0.00% | +732+35.1% | Added |
| R Squared Ltd | 2,830 | $285.7K | 0.16% | +2,830 | New |
| Birch Financial Group, LLC | 2,835 | $286.1K | 0.23% | +92+3.4% | Added |
| Traphagen Investment Advisors LLC | 2,835 | $286.2K | 0.03% | +211+8.0% | Added |
| Somerset Trust Co | 2,849 | $287.6K | 0.09% | −243−7.9% | Reduced |
| rebel Financial LLC | 2,849 | $287.6K | 0.13% | +2,849 | New |
| Hardy Reed LLC | 2,856 | $288.3K | 0.02% | −137−4.6% | Reduced |
| Shell Asset Management Co | 2,859 | $289.0K | 0.01% | −60−2.1% | Reduced |
| Coastal Bridge Advisors, LLC | 2,866 | $289.3K | 0.02% | +2,866 | New |
| E&G Advisors, LP | 2,869 | $289.6K | 0.08% | −100−3.4% | Reduced |
| Jeppson Wealth Management, LLC | 2,873 | $290.0K | 0.10% | −1,070−27.1% | Reduced |
| GeoWealth Management, LLC | 2,875 | $290.2K | 0.01% | +974+51.2% | Added |
| Choice Wealth Advisors, LLC | 2,878 | $290.5K | 0.13% | +34+1.2% | Added |
| Vance Wealth, Inc. | 2,889 | $291.6K | 0.10% | +74+2.6% | Added |
| Shepherd Financial Partners LLC | 2,890 | $291.7K | 0.03% | +111+4.0% | Added |
| Successful Portfolios LLC | 2,891 | $291.8K | 0.18% | −41−1.4% | Reduced |
| Dana Investment Advisors, Inc. | 2,894 | $292.1K | 0.01% | −160−5.2% | Reduced |
| Quantitative Investment Management, LLC | 2,908 | $293.0K | 0.04% | −69,793−96.0% | Reduced |
| Cahill Financial Advisors Inc | 2,907 | $293.4K | 0.04% | +2,907 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,909 | $293.6K | 0.04% | +696+31.5% | Added |
| Southland Equity Partners LLC | 2,925 | $295.3K | 0.06% | +190+6.9% | Added |
| Washington Trust Co | 2,927 | $295.4K | 0.01% | −77−2.6% | Reduced |
| Palumbo Wealth Management LLC | 2,932 | $295.9K | 0.09% | +173+6.3% | Added |
| WealthTrak Capital Management LLC | 2,932 | $296.0K | 0.25% | +47+1.6% | Added |
| Trilogy Capital Inc. | 2,943 | $297.1K | 0.01% | −23,151−88.7% | Reduced |
| Heartland Bank & Trust Co | 2,958 | $298.6K | 0.14% | −73−2.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,961 | $298.9K | 0.04% | −163−5.2% | Reduced |
| Generation Capital Management LLC | 2,966 | $299.4K | 0.24% | +57+2.0% | Added |
| BCJ Capital Management, LLC | 2,980 | $300.8K | 0.02% | +2,980 | New |
| Simmons Bank | 2,994 | $302.2K | 0.02% | −200−6.3% | Reduced |
| Liberty Capital Management, Inc. | 3,000 | $302.8K | 0.06% | 00.0% | Unchanged |
| Curat Global, LLC | 3,000 | $302.8K | 0.29% | +500+20.0% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,001 | $302.9K | 0.34% | −805−21.2% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 3,022 | $305.0K | 0.38% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,028 | $305.6K | 0.01% | −2,350−43.7% | Reduced |
| Aaron Wealth Advisors | 3,028 | $305.6K | 0.03% | +1,071+54.7% | Added |
| Aegis Wealth Management LLC | 2,786 | $306.4K | 0.18% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 3,054 | $308.3K | 0.00% | −685−18.3% | Reduced |
| Diamant Asset Management, Inc. | 3,060 | $308.9K | 0.24% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,064 | $309.3K | 0.04% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3,072 | $310.1K | 0.16% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,073 | $310.2K | 0.16% | −41−1.3% | Reduced |
| Vision Financial Markets LLC | 3,076 | $310.4K | 0.29% | −58−1.9% | Reduced |
| Weaver Consulting Group | 3,092 | $312.1K | 0.09% | +3+0.1% | Added |
| Meyer Handelman Co | 3,100 | $312.9K | 0.01% | −1,200−27.9% | Reduced |
| Weatherly Asset Management L. P. | 3,102 | $313.1K | 0.03% | −35−1.1% | Reduced |
| Dividend Assets Capital, LLC | 3,118 | $314.7K | 0.06% | +78+2.6% | Added |
| Traynor Capital Management, Inc. | 3,029 | $316.5K | 0.02% | −18−0.6% | Reduced |
| Cascade Financial Partners, LLC | 3,141 | $317.1K | 0.04% | −185−5.6% | Reduced |
| Segment Wealth Management, LLC | 3,142 | $317.2K | 0.02% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 3,010 | $317.7K | 0.07% | −37−1.2% | Reduced |
| Coordinated Financial Services, Inc. | 3,185 | $321.5K | 0.22% | +3,185 | New |
| Sentinus, LLC | 3,196 | $322.6K | 0.08% | +287+9.9% | Added |
| Farmers Trust Co | 3,204 | $323.4K | 0.06% | −226−6.6% | Reduced |
| Eaton-Cambridge Inc. | 3,214 | $324.4K | 0.12% | +142+4.6% | Added |
| CoreFirst Bank & Trust | 3,228 | $325.8K | 0.18% | +800+32.9% | Added |
| Atlas Wealth LLC | 3,139 | $327.9K | 0.12% | −47−1.5% | Reduced |
| FRG Family Wealth Advisors LLC | 3,260 | $329.1K | 0.06% | +10+0.3% | Added |
| Morey & Quinn Wealth Partners, LLC | 3,267 | $329.8K | 0.26% | −130−3.8% | Reduced |
| Montis Financial, LLC | 3,296 | $332.7K | 0.09% | +10.0% | Added |
| Kercheville Advisors, LLC | 3,296 | $332.7K | 0.11% | +609+22.7% | Added |
| VELA Investment Management, LLC | 3,301 | $333.2K | 0.10% | +460+16.2% | Added |
| Sym Financial Corp | 3,302 | $333.3K | 0.04% | +1,102+50.1% | Added |
| Rexford Capital Inc | 3,308 | $333.9K | 0.28% | +3,308 | New |
| Financial Engines Advisors L.L.C. | 3,314 | $334.0K | 0.00% | +907+37.7% | Added |
| Equitable Trust Co | 3,318 | $334.9K | 0.02% | −2,944−47.0% | Reduced |
| Hoxton Planning & Management, LLC | 3,329 | $336.0K | 0.12% | +1,494+81.4% | Added |
| Atlas Brown,Inc. | 3,330 | $336.2K | 0.11% | +980+41.7% | Added |
| NWF Advisory Services Inc. | 3,333 | $336.4K | 0.04% | +221+7.1% | Added |
| L2 Asset Management, LLC | 3,336 | $336.7K | 0.06% | +172+5.4% | Added |