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 |
|---|---|---|---|---|---|
| MKT Advisors LLC | 3,225 | $336.9K | 0.13% | −18−0.6% | Reduced |
| PEAK6 LLC | 3,343 | $337.4K | 0.01% | +3,343 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,362 | $339.5K | 0.04% | −1,675−33.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 3,324 | $339.5K | 0.02% | −1,006−23.2% | Reduced |
| Fortis Capital Advisors, LLC | 3,365 | $339.7K | 0.06% | +180+5.7% | Added |
| Fiduciary Alliance LLC | 3,372 | $340.4K | 0.03% | +544+19.2% | Added |
| Morris Retirement Advisors, LLC | 3,374 | $340.6K | 0.16% | +961+39.8% | Added |
| Ambassador Advisors, LLC | 3,376 | $340.8K | 0.05% | −719−17.6% | Reduced |
| LMG Wealth Partners, LLC | 3,382 | $341.4K | 0.07% | +38+1.1% | Added |
| LGT Group Foundation | 3,383 | $341.5K | 0.00% | +262+8.4% | Added |
| Range Financial Group LLC | 3,395 | $342.6K | 0.13% | +304+9.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,411 | $344.3K | 0.22% | −97−2.8% | Reduced |
| Kera Capital Partners, Inc. | 3,425 | $345.7K | 0.07% | −23,058−87.1% | Reduced |
| Lifeworks Advisors, LLC | 3,440 | $347.2K | 0.05% | +877+34.2% | Added |
| First Horizon Advisors, Inc. | 3,442 | $347.5K | 0.01% | −1,399−28.9% | Reduced |
| American National Bank | 3,451 | $348.3K | 0.04% | +3+0.1% | Added |
| S.A. Mason LLC | 3,464 | $349.7K | 0.17% | −346−9.1% | Reduced |
| Accurate Wealth Management, LLC | 3,407 | $350.6K | 0.05% | +164+5.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,484 | $351.7K | 0.07% | +83+2.4% | Added |
| Old Mission Investment Co LLC | 3,485 | $351.7K | 0.10% | +939+36.9% | Added |
| Bragg Financial Advisors, Inc | 3,489 | $352.2K | 0.01% | −29,516−89.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,490 | $352.3K | 0.02% | −7,369−67.9% | Reduced |
| Smith, Salley & Associates | 3,496 | $352.9K | 0.02% | −364−9.4% | Reduced |
| Family Legacy, Inc. | 3,524 | $355.7K | 0.12% | −145−4.0% | Reduced |
| Eastern Bank | 3,525 | $355.8K | 0.01% | −471−11.8% | Reduced |
| My Legacy Advisors, LLC | 3,460 | $356.2K | 0.13% | +3,460 | New |
| Los Angeles Capital Management LLC | 3,547 | $358.0K | 0.00% | −7,707−68.5% | Reduced |
| Journey Advisory Group, LLC | 3,557 | $359.0K | 0.03% | 00.0% | Unchanged |
| Finward Bancorp | 3,560 | $359.3K | 0.28% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 3,561 | $359.4K | 0.11% | −329−8.5% | Reduced |
| Thrive Wealth Management, LLC | 3,562 | $359.6K | 0.06% | +176+5.2% | Added |
| Kentucky Trust Co | 3,573 | $360.7K | 0.21% | +100+2.9% | Added |
| WealthShield Partners, LLC | 3,579 | $361.3K | 0.04% | −372−9.4% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,581 | $361.4K | 0.02% | −434−10.8% | Reduced |
| Graypoint LLC | 3,584 | $361.8K | 0.02% | +1,226+52.0% | Added |
| Pettyjohn, Wood & White, Inc | 3,617 | $365.1K | 0.07% | −441−10.9% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,630 | $366.4K | 0.26% | −675−15.7% | Reduced |
| Checchi Capital Advisers, LLC | 3,637 | $367.1K | 0.03% | −1,636−31.0% | Reduced |
| Spurstone Advisory Services, LLC | 3,642 | $367.6K | 5.57% | 00.0% | Unchanged |
| Breakwater Capital Group | 3,646 | $368.0K | 0.06% | +970+36.2% | Added |
| Gibbs Wealth Management | 3,646 | $368.0K | 0.07% | +649+21.7% | Added |
| First Bank & Trust | 3,650 | $368.4K | 0.07% | −2,613−41.7% | Reduced |
| WSFS Capital Management, LLC | 3,656 | $369.0K | 0.02% | −109−2.9% | Reduced |
| Capital International Sarl | 3,660 | $369.4K | 0.01% | −1,592−30.3% | Reduced |
| Versant Capital Management, Inc | 3,661 | $369.5K | 0.06% | −1,032−22.0% | Reduced |
| Phoenix Holdings Ltd. | 3,662 | $369.7K | 0.00% | −12,036−76.7% | Reduced |
| PDT Partners, LLC | 3,667 | $370.1K | 0.02% | +3,667 | New |
| Vista Investment Partners LLC | 3,676 | $371.1K | 0.11% | +545+17.4% | Added |
| Sterling Investment Counsel, LLC | 3,693 | $372.8K | 0.22% | +435+13.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,700 | $373.5K | 0.00% | 00.0% | Unchanged |
| Conning Inc. | 3,708 | $374.3K | 0.01% | −131−3.4% | Reduced |
| Keel Point, LLC | 3,719 | $375.3K | 0.02% | +291+8.5% | Added |
| Rogco, LP | 3,723 | $375.8K | 0.14% | −50−1.3% | Reduced |
| Centerline Wealth Advisors, LLC | 3,730 | $376.5K | 0.18% | +2+0.1% | Added |
| First Financial Bank - Trust Division | 3,736 | $377.1K | 0.03% | +115+3.2% | Added |
| Fiduciary Trust Co | 3,745 | $378.0K | 0.00% | −1,686−31.0% | Reduced |
| Kennedy Investment Group | 3,750 | $378.5K | 0.16% | +472+14.4% | Added |
| Durante & Waters, LLC | 3,759 | $379.4K | 0.30% | +10.0% | Added |
| High Net Worth Advisory Group LLC | 3,762 | $379.7K | 0.10% | −601−13.8% | Reduced |
| LexAurum Advisors, LLC | 3,786 | $382.1K | 0.06% | −65−1.7% | Reduced |
| Alta Advisers Ltd | 3,794 | $383.0K | 0.14% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 3,820 | $385.6K | 0.15% | −679−15.1% | Reduced |
| Northeast Investment Management | 3,820 | $385.6K | 0.02% | −8,786−69.7% | Reduced |
| Summit Asset Management, LLC | 3,827 | $386.3K | 0.06% | −200−5.0% | Reduced |
| Patriot Investment Management Inc. | 3,835 | $387.1K | 0.03% | −285−6.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,838 | $387.4K | 0.13% | +9+0.2% | Added |
| PSI Advisors, LLC | 3,850 | $388.6K | 0.19% | +1,623+72.9% | Added |
| Claro Advisors LLC | 3,850 | $388.7K | 0.06% | −550−12.5% | Reduced |
| Adams Wealth Management | 3,861 | $389.4K | 0.07% | +3,861 | New |
| CacheTech Inc. | 3,861 | $389.4K | 0.07% | +3,861 | New |
| Encompass More Asset Management | 3,859 | $389.6K | 0.09% | −655−14.5% | Reduced |
| Wedmont Private Capital | 3,825 | $390.7K | 0.02% | −105−2.7% | Reduced |
| Boreal Capital Management LLC | 3,877 | $391.3K | 0.32% | +3,877 | New |
| Smartleaf Asset Management LLC | 3,897 | $394.4K | 0.03% | −2,257−36.7% | Reduced |
| ICONIQ Capital, LLC | 3,913 | $395.0K | 0.01% | +3,913 | New |
| Legacy Wealth Asset Management, LLC | 3,924 | $396.1K | 0.10% | +139+3.7% | Added |
| Petrus Trust Company, LTA | 3,928 | $396.5K | 0.04% | −3,559−47.5% | Reduced |
| Alliance Wealth Advisors, LLC | 3,936 | $397.3K | 0.10% | −86−2.1% | Reduced |
| DRW Securities, LLC | 3,939 | $397.6K | 0.03% | +3,939 | New |
| Peoples Financial Services Corp. | 3,944 | $398.1K | 0.20% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 3,951 | $398.8K | 0.25% | +291+8.0% | Added |
| Barr E S & Co | 3,958 | $399.5K | 0.02% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 4,051 | $400.6K | 0.27% | +41+1.0% | Added |
| Franklin Street Advisors Inc | 3,972 | $401.0K | 0.02% | +255+6.9% | Added |
| Seamount Financial Group Inc | 3,975 | $401.2K | 0.21% | +3,975 | New |
| Transcend Wealth Collective, LLC | 3,978 | $401.6K | 0.03% | −854−17.7% | Reduced |
| First Nebraska Trust Co | 3,979 | $401.6K | 0.04% | −65−1.6% | Reduced |
| Tyche Wealth Partners LLC | 3,981 | $401.9K | 0.08% | −14−0.4% | Reduced |
| JFS Wealth Advisors, LLC | 3,996 | $403.4K | 0.03% | −20−0.5% | Reduced |
| West Tower Group, LLC | 4,000 | $403.8K | 0.88% | +600+17.6% | Added |
| Leavell Investment Management, Inc. | 4,019 | $405.7K | 0.02% | −896−18.2% | Reduced |
| Pettee Investors, Inc. | 4,020 | $405.8K | 0.24% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 4,041 | $407.0K | 0.01% | +439+12.2% | Added |
| Waldron Private Wealth LLC | 4,035 | $407.4K | 0.02% | −250−5.8% | Reduced |
| Intrust Bank NA | 4,045 | $408.3K | 0.04% | −2,522−38.4% | Reduced |
| Silverlake Wealth Management LLC | 4,065 | $410.3K | 0.12% | +1,398+52.4% | Added |
| Capital Advisors Inc | 4,083 | $412.1K | 0.01% | −2,624−39.1% | Reduced |
| Greenfield Savings Bank | 4,089 | $412.7K | 0.19% | +147+3.7% | Added |
| Shakespeare Wealth Management, Inc. | 4,107 | $414.6K | 0.11% | +45+1.1% | Added |
| L.M. Kohn & Company | 4,110 | $414.9K | 0.11% | −4,339−51.4% | Reduced |