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 |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 4,118 | $415.7K | 0.04% | −383−8.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 4,119 | $415.8K | 0.39% | +725+21.4% | Added |
| Sava Infond d.o.o. | 4,120 | $415.9K | 0.06% | +2,450+146.7% | Added |
| Leo Wealth, LLC | 4,123 | $416.2K | 0.03% | +1,878+83.7% | Added |
| Claris Financial LLC | 4,123 | $416.2K | 0.31% | +1,252+43.6% | Added |
| American Alpha Advisors, LLC | 4,127 | $416.6K | 0.34% | +482+13.2% | Added |
| ZWJ Investment Counsel Inc | 4,132 | $417.1K | 0.02% | −57−1.4% | Reduced |
| Allred Capital Management, LLC | 4,138 | $417.8K | 0.16% | −259−5.9% | Reduced |
| Roble, Belko & Company, Inc | 4,152 | $419.0K | 0.06% | +6+0.1% | Added |
| CFS Investment Advisory Services, LLC | 4,160 | $420.0K | 0.03% | −334−7.4% | Reduced |
| Soundwatch Capital LLC | 1,945 | $421.0K | 0.09% | +1,945 | New |
| NCM Capital Management, LLC | 4,174 | $421.3K | 0.17% | +8+0.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,175 | $421.4K | 0.19% | +19+0.5% | Added |
| Diversify Wealth Management, LLC | 4,830 | $422.3K | 0.03% | +499+11.5% | Added |
| Wealthspire Advisors, LLC | 4,194 | $423.3K | 0.00% | +65+1.6% | Added |
| GSB Wealth Management, LLC | 4,198 | $423.8K | 0.10% | −1,040−19.9% | Reduced |
| Capital Analysts, LLC | 4,233 | $427.0K | 0.01% | −278−6.2% | Reduced |
| Collaborative Wealth Managment Inc. | 4,235 | $427.5K | 0.19% | −71−1.6% | Reduced |
| JBGlobal.com LLC | 4,250 | $429.0K | 0.45% | +1,034+32.2% | Added |
| Raiffeisen Bank International AG | 4,353 | $432.6K | 0.01% | 00.0% | Unchanged |
| Aviso Wealth Management | 4,305 | $434.5K | 0.20% | +4,305 | New |
| Winthrop Advisory Group LLC | 4,306 | $434.6K | 0.04% | −142−3.2% | Reduced |
| Parkside Financial Bank & Trust | 4,313 | $435.3K | 0.05% | +973+29.1% | Added |
| Womack Financial LLC | 4,337 | $437.8K | 0.36% | +165+4.0% | Added |
| Roxbury Financial LLC | 4,340 | $438.1K | 0.43% | +2,658+158.0% | Added |
| Strategic Advisors LLC | 4,356 | $439.7K | 0.09% | −3,021−41.0% | Reduced |
| Greenwich Wealth Management LLC | 4,380 | $442.0K | 0.02% | +264+6.4% | Added |
| State of Wyoming | 4,402 | $444.3K | 0.05% | +3,844+688.9% | Added |
| Hutner Capital Management Inc | 4,403 | $444.4K | 0.20% | −149−3.3% | Reduced |
| apricus wealth, LLC | 4,404 | $444.5K | 0.26% | −150−3.3% | Reduced |
| Bollard Group LLC | 4,409 | $445.0K | 0.01% | +143+3.4% | Added |
| Lazard Asset Management LLC | 4,416 | $445.0K | 0.00% | +169+4.0% | Added |
| Xcel Wealth Management, LLC | 4,424 | $446.6K | 0.13% | −8,048−64.5% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 4,438 | $448.0K | 0.14% | −321−6.7% | Reduced |
| Loudon Investment Management, LLC | 4,450 | $449.2K | 0.25% | −4,535−50.5% | Reduced |
| Northstar Group, Inc. | 4,450 | $449.2K | 0.07% | −204−4.4% | Reduced |
| Windsor Advisory Group, LLC | 4,455 | $449.7K | 0.64% | +4,455 | New |
| WestHill Financial Advisors, Inc. | 4,460 | $450.2K | 0.10% | +3+0.1% | Added |
| 111 Capital | 4,461 | $450.3K | 0.08% | +592+15.3% | Added |
| Nations Financial Group Inc, | 4,467 | $450.9K | 0.03% | −2,677−37.5% | Reduced |
| Annex Advisory Services, LLC | 4,476 | $451.8K | 0.01% | −175−3.8% | Reduced |
| Revisor Wealth Management LLC | 4,404 | $453.2K | 0.16% | +4,404 | New |
| Solitude Financial Services | 4,500 | $454.2K | 0.16% | −150−3.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,518 | $456.0K | 0.06% | −12,152−72.9% | Reduced |
| Brown Miller Wealth Management, LLC | 4,538 | $458.1K | 0.14% | −149−3.2% | Reduced |
| Valmark Advisers, Inc. | 4,543 | $458.6K | 0.01% | +160+3.7% | Added |
| Archford Capital Strategies, LLC | 4,552 | $459.4K | 0.06% | +5+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 4,555 | $459.8K | 0.03% | +1,039+29.6% | Added |
| LVW Advisors, LLC | 4,578 | $462.1K | 0.05% | +1,167+34.2% | Added |
| Cohen Capital Management, Inc. | 4,585 | $462.8K | 0.08% | 00.0% | Unchanged |
| Central Bank & Trust Co | 4,592 | $463.5K | 0.08% | +375+8.9% | Added |
| RDA Financial Network | 4,599 | $464.3K | 0.13% | +147+3.3% | Added |
| Net Worth Advisory Group | 4,612 | $465.5K | 0.10% | +187+4.2% | Added |
| City State Bank | 4,612 | $465.5K | 0.15% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 4,613 | $465.7K | 0.06% | −97−2.1% | Reduced |
| Brady Family Wealth, LLC | 4,618 | $466.1K | 0.14% | −16,844−78.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 4,630 | $467.4K | 0.29% | −5−0.1% | Reduced |
| Deseret Mutual Benefit Administrators | 4,634 | $467.8K | 0.22% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 4,637 | $468.1K | 0.14% | +222+5.0% | Added |
| Powers Advisory Group, LLC | 4,639 | $468.2K | 0.21% | +216+4.9% | Added |
| White Knight Strategic Wealth Advisors, LLC | 4,647 | $469.1K | 0.40% | +705+17.9% | Added |
| Acropolis Investment Management, LLC | 4,664 | $470.8K | 0.03% | −641−12.1% | Reduced |
| Brady Martz Wealth Solutions, LLC | 4,665 | $470.9K | 0.09% | −53−1.1% | Reduced |
| Forza Wealth Management, LLC | 4,670 | $471.4K | 0.19% | +4,670 | New |
| Ipsen Advisor Group LLC | 4,679 | $472.3K | 0.36% | +441+10.4% | Added |
| Invesco, LLC | 4,682 | $472.6K | 0.18% | −89−1.9% | Reduced |
| Heritage Wealth Management, Inc. | 4,704 | $474.8K | 0.15% | −2,934−38.4% | Reduced |
| Sittner & Nelson, LLC | 4,720 | $476.4K | 0.19% | +100+2.2% | Added |
| Elequin Capital LP | 4,732 | $477.6K | 0.07% | +4,732 | New |
| Community Bank & Trust, Waco, Texas | 4,741 | $479.0K | 0.11% | +203+4.5% | Added |
| Ausdal Financial Partners, Inc. | 4,752 | $479.6K | 0.03% | −1,397−22.7% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,780 | $482.5K | 0.28% | −920−16.1% | Reduced |
| Chapman Financial Group, LLC | 4,789 | $483.4K | 0.41% | +4,789 | New |
| Ingalls & Snyder LLC | 4,821 | $487.0K | 0.02% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 4,847 | $489.3K | 0.08% | −64−1.3% | Reduced |
| St. Johns Investment Management Company, LLC | 4,859 | $490.5K | 0.23% | +1,491+44.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,861 | $490.7K | 0.05% | −343−6.6% | Reduced |
| Eagle Rock Investment Company, LLC | 4,879 | $492.5K | 0.08% | −38,086−88.6% | Reduced |
| Wimmer Associates 1, LLC | 4,881 | $492.7K | 0.25% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 4,884 | $493.0K | 0.14% | −173−3.4% | Reduced |
| VeraBank, N.A. | 4,897 | $494.3K | 0.10% | +83+1.7% | Added |
| Blue Chip Partners, Inc. | 4,911 | $495.7K | 0.04% | −709−12.6% | Reduced |
| Howland Capital Management LLC | 4,913 | $495.9K | 0.02% | −134−2.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,920 | $496.6K | 0.31% | −4,567−48.1% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,920 | $496.6K | 0.18% | +649+15.2% | Added |
| Ci Investments Inc. | 4,939 | $499.0K | 0.00% | +468+10.5% | Added |
| Cetera Trust Company, N.A | 4,949 | $499.6K | 0.30% | −65−1.3% | Reduced |
| Parsons Capital Management Inc | 4,951 | $499.8K | 0.03% | −290−5.5% | Reduced |
| Simon Quick Advisors, LLC | 4,954 | $500.1K | 0.03% | +438+9.7% | Added |
| Guidance Capital, Inc | 5,925 | $500.7K | 0.14% | −556−8.6% | Reduced |
| Stevens Capital Management LP | 4,967 | $501.0K | 0.14% | +4,967 | New |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $501.1K | 0.25% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 4,966 | $501.3K | 0.05% | −35−0.7% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,819 | $501.8K | 0.35% | −114−2.3% | Reduced |
| Silver Coast Investments LLC | 4,975 | $502.2K | 0.18% | +253+5.4% | Added |
| Krane Funds Advisors LLC | 4,982 | $502.9K | 0.02% | +1,033+26.2% | Added |
| Ameritas Advisory Services, LLC | 4,982 | $502.9K | 0.03% | −2,670−34.9% | Reduced |
| Panagora Asset Management Inc | 4,991 | $503.8K | 0.00% | −30−0.6% | Reduced |
| Coign Capital Advisors LLC | 4,999 | $504.6K | 0.34% | +131+2.7% | Added |
| Autumn Glory Partners, LLC | 5,000 | $504.7K | 0.24% | 00.0% | Unchanged |