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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 5,003 | $505.0K | 0.03% | −175−3.4% | Reduced |
| Chicago Capital, LLC | 5,014 | $506.1K | 0.01% | −12−0.2% | Reduced |
| Herold Advisors, Inc. | 5,023 | $507.0K | 0.11% | +1,401+38.7% | Added |
| Wallace Advisory Group, LLC | 4,614 | $507.5K | 0.37% | +770+20.0% | Added |
| Focus Financial Network, Inc. | 5,037 | $508.4K | 0.02% | +364+7.8% | Added |
| Wealth Advisory Solutions, LLC | 5,045 | $509.3K | 0.13% | +5+0.1% | Added |
| Discipline Wealth Solutions, LLC | 5,053 | $510.1K | 0.20% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 5,059 | $510.7K | 0.18% | +151+3.1% | Added |
| Ar Asset Management Inc | 5,100 | $515.0K | 0.11% | 00.0% | Unchanged |
| Churchill Management Corp | 5,103 | $515.1K | 0.01% | +5,103 | New |
| Parvin Asset Management, LLC | 5,110 | $515.8K | 0.53% | +384+8.1% | Added |
| Hamel Associates, Inc. | 5,115 | $516.4K | 0.17% | −95−1.8% | Reduced |
| Minot DeBlois Advisors LLC | 5,140 | $518.8K | 0.49% | +75+1.5% | Added |
| Fox Run Management, L.L.C. | 5,154 | $520.2K | 0.09% | −1,506−22.6% | Reduced |
| OmniStar Financial Group, Inc. | 5,159 | $520.7K | 0.39% | +872+20.3% | Added |
| Vaughan & Co Securities, Inc. | 5,161 | $521.0K | 0.30% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 5,196 | $524.5K | 0.18% | +1,405+37.1% | Added |
| Sender Co & Partners, Inc. | 5,197 | $524.6K | 0.15% | +5,197 | New |
| Diversify Advisory Services, LLC | 6,012 | $525.6K | 0.02% | +3,478+137.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,235 | $528.2K | 0.02% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 5,237 | $528.6K | 0.10% | +51+1.0% | Added |
| Forum Financial Management, LP | 5,254 | $530.3K | 0.01% | −228−4.2% | Reduced |
| Marks Wealth, LLC | 5,256 | $530.5K | 0.17% | −827−13.6% | Reduced |
| Stoneridge Investment Partners LLC | 5,256 | $531.0K | 0.40% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 4,843 | $532.7K | 0.15% | 00.0% | Unchanged |
| Community Trust & Investment Co | 5,283 | $533.3K | 0.03% | 00.0% | Unchanged |
| McAdam, LLC | 5,284 | $533.4K | 0.03% | +442+9.1% | Added |
| Spire Wealth Management | 5,287 | $533.7K | 0.02% | −27,317−83.8% | Reduced |
| Private Wealth Asset Management, LLC | 5,319 | $536.9K | 0.07% | −1,007−15.9% | Reduced |
| Forge Financial Services LLC | 5,400 | $537.5K | 0.40% | 00.0% | Unchanged |
| Brio Consultants, LLC | 5,332 | $538.2K | 0.08% | +5,332 | New |
| Legacy Financial Advisors, Inc. | 5,339 | $538.9K | 0.08% | −5,491−50.7% | Reduced |
| Jacobs & Co | 5,387 | $543.0K | 0.05% | −76,701−93.4% | Reduced |
| Bangor Savings Bank | 5,413 | $546.4K | 0.05% | +101+1.9% | Added |
| Whittier Trust Co of Nevada Inc | 5,431 | $548.2K | 0.01% | −1,491−21.5% | Reduced |
| SeaCrest Wealth Management, LLC | 5,489 | $554.1K | 0.06% | −229−4.0% | Reduced |
| Investment House LLC | 5,516 | $556.8K | 0.03% | −19,752−78.2% | Reduced |
| Plato Investment Management Ltd | 5,591 | $562.3K | 0.04% | +702+14.4% | Added |
| Sylvest Advisors, LLC | 5,612 | $566.5K | 0.33% | +322+6.1% | Added |
| AMG National Trust Bank | 5,622 | $567.5K | 0.01% | −200−3.4% | Reduced |
| Diligent Investors, LLC | 5,635 | $568.8K | 0.13% | −1,104−16.4% | Reduced |
| Jefferies Financial Group Inc. | 5,668 | $572.1K | 0.01% | −8,839−60.9% | Reduced |
| Principle Wealth Partners LLC | 5,671 | $572.4K | 0.04% | −909−13.8% | Reduced |
| Evoke Wealth, LLC | 5,680 | $573.3K | 0.01% | +2,927+106.3% | Added |
| Marino, Stram & Associates LLC | 5,683 | $573.7K | 0.12% | −962−14.5% | Reduced |
| Kanawha Capital Management LLC | 5,726 | $578.0K | 0.04% | +550+10.6% | Added |
| Mayflower Financial Advisors, LLC | 5,749 | $580.3K | 0.08% | +10.0% | Added |
| Corundum Group, Inc. | 5,763 | $581.7K | 0.26% | −2,179−27.4% | Reduced |
| Archer Investment Corp | 5,767 | $582.1K | 0.14% | +1,143+24.7% | Added |
| Fortress Financial Group, LLC | 5,788 | $584.3K | 0.49% | +54+0.9% | Added |
| Main Street Financial Solutions, LLC | 5,789 | $584.3K | 0.04% | −349−5.7% | Reduced |
| TCG Advisory Services, LLC | 5,803 | $585.8K | 0.02% | +299+5.4% | Added |
| Hodges Capital Management Inc. | 5,812 | $586.6K | 0.06% | −200−3.3% | Reduced |
| Old National Bancorp | 5,829 | $588.4K | 0.01% | −1,598−21.5% | Reduced |
| Midland Wealth Advisors LLC | 5,845 | $590.0K | 0.03% | −923−13.6% | Reduced |
| Keudell/Morrison Wealth Management | 5,863 | $591.8K | 0.13% | +921+18.6% | Added |
| Joel Isaacson & Co., LLC | 5,872 | $592.7K | 0.02% | +18+0.3% | Added |
| Axq Capital, LP | 5,874 | $592.9K | 0.19% | +5,874 | New |
| Ritholtz Wealth Management | 5,890 | $594.6K | 0.01% | +1,359+30.0% | Added |
| Denali Advisors LLC | 5,900 | $595.5K | 0.06% | +500+9.3% | Added |
| Caldwell Sutter Capital, Inc. | 5,920 | $597.6K | 0.27% | +1,955+49.3% | Added |
| Palisade Capital Management LLC | 5,925 | $598.1K | 0.02% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 5,940 | $599.6K | 0.15% | −100−1.7% | Reduced |
| City Holding Co | 5,943 | $599.9K | 0.08% | −1,746−22.7% | Reduced |
| AlphaStar Capital Management, LLC | 5,943 | $599.9K | 0.04% | +5,943 | New |
| Meiji Yasuda Life Insurance Co | 5,947 | $600.3K | 0.02% | +543+10.0% | Added |
| XTX Topco Ltd | 5,953 | $600.9K | 0.02% | −61,086−91.1% | Reduced |
| Absher Wealth Management, LLC | 5,996 | $605.2K | 0.08% | +300+5.3% | Added |
| Azimuth Capital Investment Management LLC | 6,000 | $605.6K | 0.02% | −1,075−15.2% | Reduced |
| Tradewinds Capital Management, LLC | 6,000 | $605.6K | 0.15% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 6,002 | $605.8K | 0.04% | +250+4.3% | Added |
| Raab & Moskowitz Asset Management LLC | 6,022 | $607.8K | 0.14% | −783−11.5% | Reduced |
| South State Corp. | 6,036 | $609.2K | 0.03% | −2,143−26.2% | Reduced |
| Diversified Trust Co | 6,037 | $609.4K | 0.01% | −2,167−26.4% | Reduced |
| Mystic Asset Management, Inc. | 6,062 | $611.9K | 0.15% | +305+5.3% | Added |
| 1st Source Bank | 6,070 | $612.7K | 0.03% | +522+9.4% | Added |
| Harbour Trust & Investment Management Co | 6,077 | $613.4K | 0.07% | +234+4.0% | Added |
| Trillium Asset Management, LLC | 6,079 | $614.0K | 0.02% | −1,604−20.9% | Reduced |
| Smith, Moore & Co. | 6,088 | $614.5K | 0.05% | +2,418+65.9% | Added |
| Richwood Investment Advisors, LLC | 6,089 | $614.6K | 0.50% | +115+1.9% | Added |
| Lincoln Capital LLC | 6,093 | $615.0K | 0.12% | −20−0.3% | Reduced |
| Twin Capital Management Inc | 6,098 | $615.5K | 0.07% | −305−4.8% | Reduced |
| Trustmark National Bank Trust Department | 6,104 | $616.1K | 0.04% | −1,376−18.4% | Reduced |
| Syon Capital LLC | 6,105 | $616.3K | 0.04% | +1,865+44.0% | Added |
| Edgemoor Investment Advisors, Inc. | 6,115 | $617.2K | 0.05% | +6,115 | New |
| HM Payson & Co | 6,121 | $617.9K | 0.01% | +73+1.2% | Added |
| Letko, Brosseau & Associates Inc | 6,150 | $620.8K | 0.01% | +6,150 | New |
| Kovack Advisors, Inc. | 6,189 | $624.7K | 0.06% | +1,299+26.6% | Added |
| BluePath Capital Management, LLC | 6,191 | $624.9K | 0.55% | +6,191 | New |
| Wetherby Asset Management Inc | 6,198 | $625.6K | 0.03% | +6,198 | New |
| Wealth Alliance Advisory Group, LLC | 6,204 | $626.2K | 0.12% | +1,671+36.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,241 | $630.0K | 0.05% | −169−2.6% | Reduced |
| Private Trust Co NA | 6,258 | $631.7K | 0.06% | +31+0.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 6,264 | $632.3K | 0.11% | +6,264 | New |
| United Community Bank | 6,269 | $632.8K | 0.22% | −815−11.5% | Reduced |
| Silver Oak Securities, Inc | 6,277 | $633.6K | 0.05% | +1,179+23.1% | Added |
| Advisors Management Group Inc | 6,287 | $635.0K | 0.12% | +1,494+31.2% | Added |
| Essential Partners LLC | 6,308 | $636.8K | 0.25% | +6,308 | New |
| Total Wealth Planning & Management, Inc. | 6,311 | $637.0K | 0.55% | −1,616−20.4% | Reduced |
| Cove Private Wealth, LLC | 6,313 | $637.2K | 0.22% | +4,013+174.5% | Added |