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 |
|---|---|---|---|---|---|
| Pensionfund Sabic | 6,600 | $666.0K | 0.19% | −100−1.5% | Reduced |
| IFG Advisory, LLC | 6,588 | $664.9K | 0.03% | +778+13.4% | Added |
| Mountain Hill Investment Partners Corp. | 6,584 | $664.6K | 0.56% | +2,963+81.8% | Added |
| Financial Advisory Corp | 6,540 | $660.0K | 0.20% | +556+9.3% | Added |
| Syntax Research, Inc. | 6,503 | $656.5K | 0.47% | +680+11.7% | Added |
| Brown, Lisle/Cummings, Inc. | 6,490 | $655.1K | 0.17% | +375+6.1% | Added |
| BKD Wealth Advisors, LLC | 6,456 | $651.7K | 0.01% | −177−2.7% | Reduced |
| Lecap Asset Management Ltd | 6,450 | $651.1K | 0.23% | −12,786−66.5% | Reduced |
| RPS Advisory Solutions LLC | 6,403 | $646.3K | 0.35% | +536+9.1% | Added |
| Southeast Asset Advisors Inc. | 6,400 | $646.0K | 0.08% | −305−4.5% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 6,375 | $643.5K | 0.43% | −475−6.9% | Reduced |
| Alan B. Lancz & Associates, Inc. | 6,370 | $643.0K | 0.64% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 6,343 | $640.2K | 0.17% | −176−2.7% | Reduced |
| Narwhal Capital Management | 6,341 | $640.1K | 0.05% | +1,493+30.8% | Added |
| Abel Hall, LLC | 6,336 | $639.6K | 0.30% | +6,336 | New |
| SOA Wealth Advisors, LLC. | 6,332 | $639.2K | 0.12% | −1,565−19.8% | Reduced |
| Cove Private Wealth, LLC | 6,313 | $637.2K | 0.22% | +4,013+174.5% | Added |
| Total Wealth Planning & Management, Inc. | 6,311 | $637.0K | 0.55% | −1,616−20.4% | Reduced |
| Essential Partners LLC | 6,308 | $636.8K | 0.25% | +6,308 | New |
| Advisors Management Group Inc | 6,287 | $635.0K | 0.12% | +1,494+31.2% | Added |
| Silver Oak Securities, Inc | 6,277 | $633.6K | 0.05% | +1,179+23.1% | Added |
| United Community Bank | 6,269 | $632.8K | 0.22% | −815−11.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 6,264 | $632.3K | 0.11% | +6,264 | New |
| Private Trust Co NA | 6,258 | $631.7K | 0.06% | +31+0.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,241 | $630.0K | 0.05% | −169−2.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 6,204 | $626.2K | 0.12% | +1,671+36.9% | Added |
| Wetherby Asset Management Inc | 6,198 | $625.6K | 0.03% | +6,198 | New |
| BluePath Capital Management, LLC | 6,191 | $624.9K | 0.55% | +6,191 | New |
| Kovack Advisors, Inc. | 6,189 | $624.7K | 0.06% | +1,299+26.6% | Added |
| Letko, Brosseau & Associates Inc | 6,150 | $620.8K | 0.01% | +6,150 | New |
| HM Payson & Co | 6,121 | $617.9K | 0.01% | +73+1.2% | Added |
| Edgemoor Investment Advisors, Inc. | 6,115 | $617.2K | 0.05% | +6,115 | New |
| Syon Capital LLC | 6,105 | $616.3K | 0.04% | +1,865+44.0% | Added |
| Trustmark National Bank Trust Department | 6,104 | $616.1K | 0.04% | −1,376−18.4% | Reduced |
| Twin Capital Management Inc | 6,098 | $615.5K | 0.07% | −305−4.8% | Reduced |
| Lincoln Capital LLC | 6,093 | $615.0K | 0.12% | −20−0.3% | Reduced |
| Richwood Investment Advisors, LLC | 6,089 | $614.6K | 0.50% | +115+1.9% | Added |
| Smith, Moore & Co. | 6,088 | $614.5K | 0.05% | +2,418+65.9% | Added |
| Trillium Asset Management, LLC | 6,079 | $614.0K | 0.02% | −1,604−20.9% | Reduced |
| Harbour Trust & Investment Management Co | 6,077 | $613.4K | 0.07% | +234+4.0% | Added |
| 1st Source Bank | 6,070 | $612.7K | 0.03% | +522+9.4% | Added |
| Mystic Asset Management, Inc. | 6,062 | $611.9K | 0.15% | +305+5.3% | Added |
| Diversified Trust Co | 6,037 | $609.4K | 0.01% | −2,167−26.4% | Reduced |
| South State Corp. | 6,036 | $609.2K | 0.03% | −2,143−26.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,022 | $607.8K | 0.14% | −783−11.5% | Reduced |
| Sonora Investment Management Group, LLC | 6,002 | $605.8K | 0.04% | +250+4.3% | 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 |
| Absher Wealth Management, LLC | 5,996 | $605.2K | 0.08% | +300+5.3% | Added |
| XTX Topco Ltd | 5,953 | $600.9K | 0.02% | −61,086−91.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,947 | $600.3K | 0.02% | +543+10.0% | Added |
| AlphaStar Capital Management, LLC | 5,943 | $599.9K | 0.04% | +5,943 | New |
| City Holding Co | 5,943 | $599.9K | 0.08% | −1,746−22.7% | Reduced |
| Weaver Capital Management LLC | 5,940 | $599.6K | 0.15% | −100−1.7% | Reduced |
| Palisade Capital Management LLC | 5,925 | $598.1K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,920 | $597.6K | 0.27% | +1,955+49.3% | Added |
| Denali Advisors LLC | 5,900 | $595.5K | 0.06% | +500+9.3% | Added |
| Ritholtz Wealth Management | 5,890 | $594.6K | 0.01% | +1,359+30.0% | Added |
| Axq Capital, LP | 5,874 | $592.9K | 0.19% | +5,874 | New |
| Joel Isaacson & Co., LLC | 5,872 | $592.7K | 0.02% | +18+0.3% | Added |
| Keudell/Morrison Wealth Management | 5,863 | $591.8K | 0.13% | +921+18.6% | Added |
| Midland Wealth Advisors LLC | 5,845 | $590.0K | 0.03% | −923−13.6% | Reduced |
| Old National Bancorp | 5,829 | $588.4K | 0.01% | −1,598−21.5% | Reduced |
| Hodges Capital Management Inc. | 5,812 | $586.6K | 0.06% | −200−3.3% | Reduced |
| TCG Advisory Services, LLC | 5,803 | $585.8K | 0.02% | +299+5.4% | Added |
| Main Street Financial Solutions, LLC | 5,789 | $584.3K | 0.04% | −349−5.7% | Reduced |
| Fortress Financial Group, LLC | 5,788 | $584.3K | 0.49% | +54+0.9% | Added |
| Archer Investment Corp | 5,767 | $582.1K | 0.14% | +1,143+24.7% | Added |
| Corundum Group, Inc. | 5,763 | $581.7K | 0.26% | −2,179−27.4% | Reduced |
| Mayflower Financial Advisors, LLC | 5,749 | $580.3K | 0.08% | +10.0% | Added |
| Kanawha Capital Management LLC | 5,726 | $578.0K | 0.04% | +550+10.6% | Added |
| Marino, Stram & Associates LLC | 5,683 | $573.7K | 0.12% | −962−14.5% | Reduced |
| Evoke Wealth, LLC | 5,680 | $573.3K | 0.01% | +2,927+106.3% | Added |
| Principle Wealth Partners LLC | 5,671 | $572.4K | 0.04% | −909−13.8% | Reduced |
| Jefferies Financial Group Inc. | 5,668 | $572.1K | 0.01% | −8,839−60.9% | Reduced |
| Diligent Investors, LLC | 5,635 | $568.8K | 0.13% | −1,104−16.4% | Reduced |
| AMG National Trust Bank | 5,622 | $567.5K | 0.01% | −200−3.4% | Reduced |
| Sylvest Advisors, LLC | 5,612 | $566.5K | 0.33% | +322+6.1% | Added |
| Plato Investment Management Ltd | 5,591 | $562.3K | 0.04% | +702+14.4% | Added |
| Investment House LLC | 5,516 | $556.8K | 0.03% | −19,752−78.2% | Reduced |
| SeaCrest Wealth Management, LLC | 5,489 | $554.1K | 0.06% | −229−4.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,431 | $548.2K | 0.01% | −1,491−21.5% | Reduced |
| Bangor Savings Bank | 5,413 | $546.4K | 0.05% | +101+1.9% | Added |
| Jacobs & Co | 5,387 | $543.0K | 0.05% | −76,701−93.4% | Reduced |
| Legacy Financial Advisors, Inc. | 5,339 | $538.9K | 0.08% | −5,491−50.7% | Reduced |
| Brio Consultants, LLC | 5,332 | $538.2K | 0.08% | +5,332 | New |
| Forge Financial Services LLC | 5,400 | $537.5K | 0.40% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 5,319 | $536.9K | 0.07% | −1,007−15.9% | Reduced |
| Spire Wealth Management | 5,287 | $533.7K | 0.02% | −27,317−83.8% | Reduced |
| McAdam, LLC | 5,284 | $533.4K | 0.03% | +442+9.1% | Added |
| Community Trust & Investment Co | 5,283 | $533.3K | 0.03% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 4,843 | $532.7K | 0.15% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 5,256 | $531.0K | 0.40% | 00.0% | Unchanged |
| Marks Wealth, LLC | 5,256 | $530.5K | 0.17% | −827−13.6% | Reduced |
| Forum Financial Management, LP | 5,254 | $530.3K | 0.01% | −228−4.2% | Reduced |
| Virtue Capital Management, LLC | 5,237 | $528.6K | 0.10% | +51+1.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,235 | $528.2K | 0.02% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 6,012 | $525.6K | 0.02% | +3,478+137.3% | Added |
| Sender Co & Partners, Inc. | 5,197 | $524.6K | 0.15% | +5,197 | New |
| Farringdon Capital, Ltd. | 5,196 | $524.5K | 0.18% | +1,405+37.1% | Added |