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 |
|---|---|---|---|---|---|
| Anb Bank | 10,978 | $1.11M | 0.50% | +286+2.7% | Added |
| Potomac Fund Management Inc | 11,108 | $1.11M | 0.06% | +523+4.9% | Added |
| Madison Asset Management, LLC | 10,939 | $1.10M | 0.01% | −583−5.1% | Reduced |
| Citizens Financial Group Inc | 10,933 | $1.10M | 0.02% | −4,345−28.4% | Reduced |
| Twin City Private Wealth, LLC | 10,846 | $1.09M | 0.89% | +382+3.7% | Added |
| Charter Research & Investment Group, Inc. | 10,720 | $1.08M | 0.81% | −3,355−23.8% | Reduced |
| We Are One Seven, LLC | 10,677 | $1.08M | 0.03% | −263−2.4% | Reduced |
| Monetary Management Group Inc | 10,641 | $1.07M | 0.26% | −750−6.6% | Reduced |
| Texas Bank & Trust Co | 10,634 | $1.07M | 0.43% | −60−0.6% | Reduced |
| Western Wealth Management, LLC | 10,601 | $1.07M | 0.06% | +1,786+20.3% | Added |
| Garner Asset Management Corp | 10,586 | $1.07M | 0.49% | −2,456−18.8% | Reduced |
| Keystone Financial Group | 10,585 | $1.07M | 0.10% | −753−6.6% | Reduced |
| Twin Lakes Capital Management, LLC | 10,571 | $1.07M | 0.65% | +11+0.1% | Added |
| Simplicity Wealth,LLC | 10,553 | $1.07M | 0.04% | −2,111−16.7% | Reduced |
| Abner Herrman & Brock LLC | 10,550 | $1.06M | 0.12% | 00.0% | Unchanged |
| Csenge Advisory Group | 10,913 | $1.06M | 0.06% | +1,088+11.1% | Added |
| Baxter Bros Inc | 10,533 | $1.06M | 0.13% | −4,305−29.0% | Reduced |
| Brandes Investment Partners, LP | 10,429 | $1.05M | 0.01% | +3,803+57.4% | Added |
| Coldstream Capital Management Inc | 10,407 | $1.05M | 0.02% | −146−1.4% | Reduced |
| Great Valley Advisor Group, Inc. | 10,401 | $1.05M | 0.02% | −1,523−12.8% | Reduced |
| KPP Advisory Services LLC | 10,390 | $1.05M | 0.17% | +719+7.4% | Added |
| Oarsman Capital, Inc. | 10,328 | $1.04M | 0.16% | +829+8.7% | Added |
| Curbstone Financial Management Corp | 10,272 | $1.04M | 0.21% | −60−0.6% | Reduced |
| Armis Advisers, LLC | 10,232 | $1.04M | 0.08% | +3,760+58.1% | Added |
| Roundview Capital LLC | 10,240 | $1.03M | 0.07% | −818−7.4% | Reduced |
| Cornercap Investment Counsel Inc | 10,193 | $1.03M | 0.54% | −272−2.6% | Reduced |
| Chicago Trust Co NA | 10,172 | $1.03M | 0.14% | +6,424+171.4% | Added |
| Creative Financial Designs Inc | 10,171 | $1.03M | 0.07% | +8,086+387.8% | Added |
| LS Investment Advisors, LLC | 10,140 | $1.02M | 0.15% | +1,500+17.4% | Added |
| Aull & Monroe Investment Management Corp | 10,130 | $1.02M | 0.55% | −1,525−13.1% | Reduced |
| Intellectus Partners, LLC | 10,044 | $1.01M | 0.22% | +1,516+17.8% | Added |
| Park National Corp | 10,025 | $1.01M | 0.03% | −1,590−13.7% | Reduced |
| Quinn Opportunity Partners LLC | 10,000 | $1.01M | 0.09% | +10,000 | New |
| Roberts Glore & Co Inc | 9,975 | $1.01M | 0.29% | +2,183+28.0% | Added |
| Catalytic Wealth RIA, LLC | 9,937 | $1.00M | 0.08% | +1,314+15.2% | Added |
| Daner Wealth Management, LLC | 11,448 | $1.00M | 0.69% | +11,448 | New |
| Copia Wealth Management | 9,846 | $993.9K | 0.84% | 00.0% | Unchanged |
| Matrix Trust Co | 9,766 | $986.0K | 0.16% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 9,763 | $985.5K | 0.07% | +279+2.9% | Added |
| Hedges Asset Management LLC | 9,700 | $979.1K | 0.79% | −1,500−13.4% | Reduced |
| Moneywise, Inc. | 9,688 | $977.9K | 0.46% | +9,688 | New |
| Garland Capital Management Inc | 9,640 | $973.1K | 3.09% | −20,625−68.1% | Reduced |
| 1248 Management, LLC | 9,634 | $972.5K | 0.36% | +1,416+17.2% | Added |
| Watts Gwilliam & Co., LLC | 11,421 | $971.4K | 0.16% | −119−1.0% | Reduced |
| Canandaigua National Trust Co of Florida | 9,562 | $965.2K | 0.69% | +5,263+122.4% | Added |
| iA Global Asset Management Inc. | 9,547 | $964.0K | 0.01% | −2,657−21.8% | Reduced |
| Headinvest, LLC | 9,516 | $960.5K | 0.20% | −4,864−33.8% | Reduced |
| Flputnam Investment Management Co | 9,514 | $960.4K | 0.02% | +769+8.8% | Added |
| Essex Financial Services, Inc. | 9,502 | $959.1K | 0.06% | +87+0.9% | Added |
| Voleon Capital Management LP | 9,495 | $958.4K | 0.05% | −6,932−42.2% | Reduced |
| Larson Financial Group LLC | 9,473 | $956.2K | 0.04% | −273−2.8% | Reduced |
| ForthRight Wealth Management, LLC | 9,442 | $953.1K | 0.30% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 9,428 | $951.7K | 0.01% | +565+6.4% | Added |
| Greenleaf Trust | 9,427 | $951.6K | 0.01% | −574−5.7% | Reduced |
| Quest Partners LLC | 9,421 | $951.0K | 0.09% | +2,891+44.3% | Added |
| O'Keefe Stevens Advisory, Inc. | 9,361 | $944.9K | 0.27% | +2,207+30.8% | Added |
| Cumberland Partners Ltd | 9,350 | $943.8K | 0.07% | +9,350 | New |
| Renasant Bank | 9,341 | $942.9K | 0.63% | +9,341 | New |
| Bessemer Group Inc | 9,328 | $942.0K | 0.00% | −4,446−32.3% | Reduced |
| Bridgefront Capital, LLC | 9,292 | $937.9K | 0.25% | −3,333−26.4% | Reduced |
| Greenwood Capital Associates LLC | 9,228 | $931.5K | 0.12% | −1,448−13.6% | Reduced |
| Portland Investment Counsel Inc. | 9,100 | $920.7K | 0.27% | +9,100 | New |
| Berkshire Asset Management LLC | 9,089 | $917.4K | 0.04% | −162−1.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,066 | $915.1K | 0.30% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 9,008 | $909.3K | 0.69% | +740+9.0% | Added |
| Abundance Wealth Counselors | 8,977 | $906.0K | 0.17% | +701+8.5% | Added |
| Beese Fulmer Investment Management, Inc. | 8,925 | $900.9K | 0.07% | +280+3.2% | Added |
| Mitchell Sinkler & Starr | 8,903 | $898.7K | 0.43% | −134−1.5% | Reduced |
| Richard W. Paul & Associates, LLC | 8,883 | $896.7K | 0.32% | +1,898+27.2% | Added |
| Hurley Capital, LLC | 8,876 | $895.9K | 0.63% | −1,016−10.3% | Reduced |
| SageView Advisory Group, LLC | 8,805 | $894.4K | 0.03% | +527+6.4% | Added |
| Bowen Hanes & Co Inc | 8,791 | $887.4K | 0.02% | −4,500−33.9% | Reduced |
| Cowa, LLC | 8,785 | $887.2K | 0.34% | +6,738+329.2% | Added |
| Modern Wealth Management, LLC | 8,776 | $885.8K | 0.02% | −3,550−28.8% | Reduced |
| Crowley Wealth Management, Inc. | 8,774 | $885.6K | 0.81% | −3,485−28.4% | Reduced |
| Centaurus Financial, Inc. | 8,771 | $885.0K | 0.05% | +2,185+33.2% | Added |
| Procyon Private Wealth Partners, LLC | 8,754 | $883.6K | 0.08% | −481−5.2% | Reduced |
| Kondo Wealth Advisors, Inc. | 8,415 | $879.1K | 0.39% | −994−10.6% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 10,063 | $877.3K | 0.32% | −314−3.0% | Reduced |
| Fundamentun, LLC | 8,648 | $873.0K | 0.04% | +859+11.0% | Added |
| Applied Capital LLC | 8,644 | $872.5K | 0.65% | −70−0.8% | Reduced |
| Strategic Blueprint, LLC | 8,640 | $872.1K | 0.04% | −1,405−14.0% | Reduced |
| NTV Asset Management LLC | 8,604 | $868.5K | 0.10% | +353+4.3% | Added |
| Greenline Partners, LLC | 8,571 | $865.2K | 0.12% | −1,697−16.5% | Reduced |
| TCM Advisors, LLC | – | $858.0K | 0.72% | – | – |
| Norden Group LLC | 8,499 | $857.9K | 0.09% | +1,345+18.8% | Added |
| Alpha Cubed Investments, LLC | 8,487 | $856.7K | 0.03% | −130−1.5% | Reduced |
| Longfellow Investment Management Co LLC | 8,467 | $854.7K | 0.21% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 8,457 | $853.7K | 0.11% | −1,785−17.4% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 8,430 | $851.0K | 0.35% | −700−7.7% | Reduced |
| Boston Private Wealth LLC | 8,398 | $847.7K | 0.05% | +8,398 | New |
| Howard Capital Management Inc. | 8,398 | $847.7K | 0.01% | +1,461+21.1% | Added |
| Fort Washington Investment Advisors Inc | 8,392 | $847.1K | 0.00% | −4,028−32.4% | Reduced |
| Aberdeen Wealth Management LLC | 8,386 | $846.4K | 0.56% | +5+0.1% | Added |
| Fieldview Capital Management, LLC | 8,370 | $844.9K | 0.13% | −24,743−74.7% | Reduced |
| North Star Asset Management Inc | 8,332 | $841.1K | 0.04% | −1,415−14.5% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 8,283 | $836.0K | 0.31% | +2,855+52.6% | Added |
| Morningstar Investment Management LLC | 8,285 | $836.0K | 0.07% | +8,285 | New |
| Amplius Wealth Advisors, LLC | 8,267 | $834.5K | 0.08% | −62−0.7% | Reduced |
| Cora Capital Advisors LLC | 8,257 | $833.4K | 0.37% | −1,717−17.2% | Reduced |