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 |
|---|---|---|---|---|---|
| Central Trust Co | 8,256 | $833.4K | 0.02% | −929−10.1% | Reduced |
| TFG Advisers LLC | 8,252 | $833.0K | 0.29% | +453+5.8% | Added |
| Profund Advisors LLC | 8,243 | $832.0K | 0.03% | +830+11.2% | Added |
| Bartlett & Co. Wealth Management LLC | 8,234 | $831.1K | 0.01% | −7,145−46.5% | Reduced |
| CSS LLC | 8,220 | $829.7K | 0.05% | +8,220 | New |
| JLB & Associates Inc | 8,195 | $827.2K | 0.12% | −4,816−37.0% | Reduced |
| Advanced Portfolio Management, LLC | 8,176 | $825.3K | 2.31% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 8,162 | $823.9K | 0.28% | −9−0.1% | Reduced |
| Charter Capital Management, LLC | 8,139 | $821.6K | 0.48% | +8,139 | New |
| Institute for Wealth Management, LLC. | 8,136 | $821.3K | 0.09% | −1,523−15.8% | Reduced |
| Winton Group Ltd | 8,126 | $820.2K | 0.04% | +8,126 | New |
| Octavia Wealth Advisors, LLC | 8,117 | $819.3K | 0.09% | −1,280−13.6% | Reduced |
| MSH Capital Advisors LLC | 8,088 | $816.4K | 0.24% | +115+1.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $807.5K | 0.23% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 7,951 | $802.0K | 0.37% | −1,050−11.7% | Reduced |
| Emerald Advisors, LLC | 7,941 | $801.6K | 0.10% | +649+8.9% | Added |
| Mork Capital Management, LLC | 7,900 | $797.4K | 0.58% | 00.0% | Unchanged |
| Wright Investors Service Inc | 7,861 | $793.5K | 0.24% | +104+1.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,858 | $793.2K | 0.09% | +1,223+18.4% | Added |
| Purkiss Capital Advisors LLC | 7,858 | $793.2K | 0.44% | 00.0% | Unchanged |
| Access Investment Management LLC | 7,840 | $791.4K | 0.23% | +7,840 | New |
| Gallagher Fiduciary Advisors, LLC | 7,837 | $791.1K | 0.03% | +688+9.6% | Added |
| NewEdge Wealth, LLC | 9,125 | $789.3K | 0.01% | −16,214−64.0% | Reduced |
| SCS Capital Management LLC | 7,756 | $782.9K | 0.01% | +7,756 | New |
| King Wealth | 7,746 | $782.0K | 0.11% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 7,719 | $779.2K | 0.06% | −448−5.5% | Reduced |
| Balboa Wealth Partners | 7,713 | $778.6K | 0.16% | +737+10.6% | Added |
| N.E.W. Advisory Services LLC | 7,702 | $777.5K | 0.08% | +2,958+62.4% | Added |
| Clark Capital Management Group, Inc. | 7,655 | $772.7K | 0.01% | −906−10.6% | Reduced |
| Belpointe Asset Management LLC | 7,654 | $772.6K | 0.03% | +483+6.7% | Added |
| Roehl & Yi Investment Advisors, LLC | 7,650 | $772.2K | 0.40% | +150+2.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,647 | $771.9K | 0.29% | −1,038−12.0% | Reduced |
| Wealth Management Partners, LLC | 7,652 | $771.7K | 0.27% | +1,468+23.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,596 | $766.8K | 0.00% | −2,128−21.9% | Reduced |
| Mechanics Bank Trust Department | 7,565 | $763.6K | 0.11% | −5,192−40.7% | Reduced |
| Advance Capital Management, Inc. | 7,562 | $763.3K | 0.03% | −803−9.6% | Reduced |
| Wolff Financial Management LLC | 7,554 | $763.0K | 0.20% | +16+0.2% | Added |
| Eldridge Investment Advisors, Inc. | 7,547 | $761.8K | 0.16% | −25−0.3% | Reduced |
| Strait & Sound Wealth Management LLC | 7,543 | $761.4K | 0.32% | +1,669+28.4% | Added |
| Cidel Asset Management Inc | 7,538 | $760.9K | 0.05% | +813+12.1% | Added |
| Bard Financial Services, Inc. | 7,525 | $759.6K | 0.09% | −625−7.7% | Reduced |
| Rossmore Private Capital | 7,523 | $759.4K | 0.09% | −4,665−38.3% | Reduced |
| Chicago Partners Investment Group LLC | 7,311 | $756.9K | 0.02% | +2,695+58.4% | Added |
| NorthCrest Asset Manangement, LLC | 7,208 | $750.5K | 0.02% | +1,274+21.5% | Added |
| Court Place Advisors, LLC | 7,406 | $747.6K | 0.24% | +1,326+21.8% | Added |
| OV Management LLC | 7,401 | $747.1K | 0.63% | −11,261−60.3% | Reduced |
| Wellington Shields & Co., LLC | 7,400 | $747.0K | 0.21% | −185−2.4% | Reduced |
| Formidable Asset Management, LLC | 6,763 | $743.9K | 0.12% | 00.0% | Unchanged |
| Trust Co of Virginia | 7,367 | $743.6K | 0.07% | −177−2.3% | Reduced |
| Bigelow Investment Advisors, LLC | 7,343 | $741.2K | 0.33% | −31−0.4% | Reduced |
| Taylor Hoffman Capital Management LLC | 7,328 | $739.7K | 0.25% | −75−1.0% | Reduced |
| B&D White Capital Company, LLC | 7,300 | $736.9K | 0.11% | +7,300 | New |
| Acorn Wealth Advisors, LLC | 7,297 | $736.6K | 0.27% | +7,297 | New |
| CRA Financial Services, LLC | 7,268 | $733.6K | 0.11% | −29−0.4% | Reduced |
| Eaton Financial Holdings Company, LLC | 7,252 | $732.0K | 0.23% | −10.0% | Reduced |
| Eagle Bluffs Wealth Management LLC | 7,251 | $731.9K | 0.35% | +349+5.1% | Added |
| Studio Investment Management LLC | 7,235 | $730.3K | 0.15% | +1,103+18.0% | Added |
| Noble Family Wealth, LLC | 7,230 | $729.8K | 0.18% | +200+2.8% | Added |
| Ameritas Investment Partners, Inc. | 7,177 | $724.5K | 0.02% | −5−0.1% | Reduced |
| Flagship Harbor Advisors, LLC | 7,172 | $723.9K | 0.03% | +2,606+57.1% | Added |
| Insigneo Advisory Services, LLC | 7,168 | $723.5K | 0.06% | −1,341−15.8% | Reduced |
| Harrington Investments, INC | 7,168 | $723.5K | 0.38% | −74−1.0% | Reduced |
| Cigna Investments Inc | 7,145 | $721.0K | 0.12% | −200−2.7% | Reduced |
| Manske Wealth Management | 7,140 | $720.7K | 0.24% | +1,103+18.3% | Added |
| Continuum Advisory, LLC | 7,102 | $716.9K | 0.09% | +4,227+147.0% | Added |
| Pinnacle West Asset Management, Inc. | 7,090 | $716.0K | 0.49% | −50−0.7% | Reduced |
| Aviance Capital Partners, LLC | 7,091 | $715.8K | 0.09% | +177+2.6% | Added |
| Galvin, Gaustad & Stein, LLC | 7,080 | $714.7K | 0.06% | −175−2.4% | Reduced |
| Papp L Roy & Associates | 7,038 | $710.4K | 0.08% | −3,803−35.1% | Reduced |
| Regal Investment Advisors LLC | 7,015 | $708.1K | 0.05% | +231+3.4% | Added |
| Clear Harbor Asset Management, LLC | 7,014 | $708.0K | 0.05% | +1,583+29.1% | Added |
| Belmont Capital, LLC | 7,000 | $706.6K | 0.11% | 00.0% | Unchanged |
| Wealth Alliance | 6,987 | $705.2K | 0.08% | +89+1.3% | Added |
| Raleigh Capital Management Inc. | 6,971 | $703.6K | 0.30% | +195+2.9% | Added |
| RiverFront Investment Group, LLC | 6,941 | $700.6K | 0.01% | +6,941 | New |
| Westbourne Investments, Inc. | 6,939 | $700.4K | 0.37% | +6,939 | New |
| London Co of Virginia | 6,933 | $699.9K | 0.00% | −1,206,915−99.4% | Reduced |
| Norway Savings Bank | 6,927 | $699.2K | 0.36% | −550−7.4% | Reduced |
| Crescent Grove Advisors, LLC | 6,918 | $698.3K | 0.07% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 6,912 | $697.7K | 0.15% | +2,132+44.6% | Added |
| Confluence Wealth Services, Inc. | 6,909 | $697.3K | 0.04% | +720+11.6% | Added |
| Fortis Advisors, LLC | 6,908 | $697.3K | 0.45% | +15+0.2% | Added |
| SNS Financial Group, LLC | 6,871 | $693.6K | 0.07% | +30.0% | Added |
| Journey Strategic Wealth LLC | 6,864 | $692.9K | 0.02% | +967+16.4% | Added |
| Gleason Group, Inc. | 6,864 | $692.8K | 0.08% | +113+1.7% | Added |
| Alpha Omega Wealth Management LLC | 6,849 | $691.3K | 0.12% | −191−2.7% | Reduced |
| Prosperity Consulting Group, LLC | 6,845 | $691.0K | 0.05% | +6,845 | New |
| Destination Wealth Management | 6,816 | $688.0K | 0.02% | +6,816 | New |
| Versor Investments LP | 6,810 | $687.4K | 0.12% | +3,685+117.9% | Added |
| Legacy Capital Wealth Partners, LLC | 6,788 | $685.2K | 0.16% | −988−12.7% | Reduced |
| Future Financial Wealth Managment LLC | 6,775 | $683.9K | 0.47% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 6,790 | $683.0K | 0.10% | −270−3.8% | Reduced |
| Integrity Alliance, LLC. | 6,766 | $683.0K | 0.04% | −14,756−68.6% | Reduced |
| Rothschild Investment LLC | 6,762 | $682.6K | 0.04% | +854+14.5% | Added |
| AIMZ Investment Advisors, LLC | 6,750 | $681.3K | 0.23% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 6,709 | $677.2K | 0.46% | +372+5.9% | Added |
| EverSource Wealth Advisors, LLC | 6,705 | $676.8K | 0.03% | +2,521+60.3% | Added |
| New Age Alpha Advisors, LLC | 6,702 | $676.5K | 0.03% | +6,702 | New |
| Skopos Labs, Inc. | 6,695 | $675.7K | 0.09% | +5,069+311.7% | Added |
| Taylor Financial Group, Inc. | 6,635 | $669.7K | 0.42% | −890−11.8% | Reduced |