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 |
|---|---|---|---|---|---|
| Vaughan & Co Securities, Inc. | 5,161 | $521.0K | 0.30% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 5,159 | $520.7K | 0.39% | +872+20.3% | Added |
| Fox Run Management, L.L.C. | 5,154 | $520.2K | 0.09% | −1,506−22.6% | Reduced |
| Minot DeBlois Advisors LLC | 5,140 | $518.8K | 0.49% | +75+1.5% | Added |
| Hamel Associates, Inc. | 5,115 | $516.4K | 0.17% | −95−1.8% | Reduced |
| Parvin Asset Management, LLC | 5,110 | $515.8K | 0.53% | +384+8.1% | Added |
| Churchill Management Corp | 5,103 | $515.1K | 0.01% | +5,103 | New |
| Ar Asset Management Inc | 5,100 | $515.0K | 0.11% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 5,059 | $510.7K | 0.18% | +151+3.1% | Added |
| Discipline Wealth Solutions, LLC | 5,053 | $510.1K | 0.20% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 5,045 | $509.3K | 0.13% | +5+0.1% | Added |
| Focus Financial Network, Inc. | 5,037 | $508.4K | 0.02% | +364+7.8% | Added |
| Wallace Advisory Group, LLC | 4,614 | $507.5K | 0.37% | +770+20.0% | Added |
| Herold Advisors, Inc. | 5,023 | $507.0K | 0.11% | +1,401+38.7% | Added |
| Chicago Capital, LLC | 5,014 | $506.1K | 0.01% | −12−0.2% | Reduced |
| Sumitomo Life Insurance Co | 5,003 | $505.0K | 0.03% | −175−3.4% | Reduced |
| Autumn Glory Partners, LLC | 5,000 | $504.7K | 0.24% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 4,999 | $504.6K | 0.34% | +131+2.7% | Added |
| Panagora Asset Management Inc | 4,991 | $503.8K | 0.00% | −30−0.6% | Reduced |
| Ameritas Advisory Services, LLC | 4,982 | $502.9K | 0.03% | −2,670−34.9% | Reduced |
| Krane Funds Advisors LLC | 4,982 | $502.9K | 0.02% | +1,033+26.2% | Added |
| Silver Coast Investments LLC | 4,975 | $502.2K | 0.18% | +253+5.4% | Added |
| Patrick M Sweeney & Associates, Inc | 4,819 | $501.8K | 0.35% | −114−2.3% | Reduced |
| Stonebridge Financial Group, LLC | 4,966 | $501.3K | 0.05% | −35−0.7% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $501.1K | 0.25% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,967 | $501.0K | 0.14% | +4,967 | New |
| Guidance Capital, Inc | 5,925 | $500.7K | 0.14% | −556−8.6% | Reduced |
| Simon Quick Advisors, LLC | 4,954 | $500.1K | 0.03% | +438+9.7% | Added |
| Parsons Capital Management Inc | 4,951 | $499.8K | 0.03% | −290−5.5% | Reduced |
| Cetera Trust Company, N.A | 4,949 | $499.6K | 0.30% | −65−1.3% | Reduced |
| Ci Investments Inc. | 4,939 | $499.0K | 0.00% | +468+10.5% | Added |
| 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 |
| Howland Capital Management LLC | 4,913 | $495.9K | 0.02% | −134−2.7% | Reduced |
| Blue Chip Partners, Inc. | 4,911 | $495.7K | 0.04% | −709−12.6% | Reduced |
| VeraBank, N.A. | 4,897 | $494.3K | 0.10% | +83+1.7% | Added |
| Legacy Capital Group California, Inc. | 4,884 | $493.0K | 0.14% | −173−3.4% | Reduced |
| Wimmer Associates 1, LLC | 4,881 | $492.7K | 0.25% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 4,879 | $492.5K | 0.08% | −38,086−88.6% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,861 | $490.7K | 0.05% | −343−6.6% | Reduced |
| St. Johns Investment Management Company, LLC | 4,859 | $490.5K | 0.23% | +1,491+44.3% | Added |
| Reuter James Wealth Management, LLC | 4,847 | $489.3K | 0.08% | −64−1.3% | Reduced |
| Ingalls & Snyder LLC | 4,821 | $487.0K | 0.02% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 4,789 | $483.4K | 0.41% | +4,789 | New |
| Pinnacle Wealth Management Group, Inc. | 4,780 | $482.5K | 0.28% | −920−16.1% | Reduced |
| Ausdal Financial Partners, Inc. | 4,752 | $479.6K | 0.03% | −1,397−22.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,741 | $479.0K | 0.11% | +203+4.5% | Added |
| Elequin Capital LP | 4,732 | $477.6K | 0.07% | +4,732 | New |
| Sittner & Nelson, LLC | 4,720 | $476.4K | 0.19% | +100+2.2% | Added |
| Heritage Wealth Management, Inc. | 4,704 | $474.8K | 0.15% | −2,934−38.4% | Reduced |
| Invesco, LLC | 4,682 | $472.6K | 0.18% | −89−1.9% | Reduced |
| Ipsen Advisor Group LLC | 4,679 | $472.3K | 0.36% | +441+10.4% | Added |
| Forza Wealth Management, LLC | 4,670 | $471.4K | 0.19% | +4,670 | New |
| Brady Martz Wealth Solutions, LLC | 4,665 | $470.9K | 0.09% | −53−1.1% | Reduced |
| Acropolis Investment Management, LLC | 4,664 | $470.8K | 0.03% | −641−12.1% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 4,647 | $469.1K | 0.40% | +705+17.9% | Added |
| Powers Advisory Group, LLC | 4,639 | $468.2K | 0.21% | +216+4.9% | Added |
| Northcape Wealth Management, LLC | 4,637 | $468.1K | 0.14% | +222+5.0% | Added |
| Deseret Mutual Benefit Administrators | 4,634 | $467.8K | 0.22% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 4,630 | $467.4K | 0.29% | −5−0.1% | Reduced |
| Brady Family Wealth, LLC | 4,618 | $466.1K | 0.14% | −16,844−78.5% | Reduced |
| Quadcap Wealth Management, LLC | 4,613 | $465.7K | 0.06% | −97−2.1% | Reduced |
| City State Bank | 4,612 | $465.5K | 0.15% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,612 | $465.5K | 0.10% | +187+4.2% | Added |
| RDA Financial Network | 4,599 | $464.3K | 0.13% | +147+3.3% | Added |
| Central Bank & Trust Co | 4,592 | $463.5K | 0.08% | +375+8.9% | Added |
| Cohen Capital Management, Inc. | 4,585 | $462.8K | 0.08% | 00.0% | Unchanged |
| LVW Advisors, LLC | 4,578 | $462.1K | 0.05% | +1,167+34.2% | Added |
| Sound View Wealth Advisors Group, LLC | 4,555 | $459.8K | 0.03% | +1,039+29.6% | Added |
| Archford Capital Strategies, LLC | 4,552 | $459.4K | 0.06% | +5+0.1% | Added |
| Valmark Advisers, Inc. | 4,543 | $458.6K | 0.01% | +160+3.7% | Added |
| Brown Miller Wealth Management, LLC | 4,538 | $458.1K | 0.14% | −149−3.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,518 | $456.0K | 0.06% | −12,152−72.9% | Reduced |
| Solitude Financial Services | 4,500 | $454.2K | 0.16% | −150−3.2% | Reduced |
| Revisor Wealth Management LLC | 4,404 | $453.2K | 0.16% | +4,404 | New |
| Annex Advisory Services, LLC | 4,476 | $451.8K | 0.01% | −175−3.8% | Reduced |
| Nations Financial Group Inc, | 4,467 | $450.9K | 0.03% | −2,677−37.5% | Reduced |
| 111 Capital | 4,461 | $450.3K | 0.08% | +592+15.3% | Added |
| WestHill Financial Advisors, Inc. | 4,460 | $450.2K | 0.10% | +3+0.1% | Added |
| Windsor Advisory Group, LLC | 4,455 | $449.7K | 0.64% | +4,455 | New |
| Northstar Group, Inc. | 4,450 | $449.2K | 0.07% | −204−4.4% | Reduced |
| Loudon Investment Management, LLC | 4,450 | $449.2K | 0.25% | −4,535−50.5% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 4,438 | $448.0K | 0.14% | −321−6.7% | Reduced |
| Xcel Wealth Management, LLC | 4,424 | $446.6K | 0.13% | −8,048−64.5% | 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 |
| apricus wealth, LLC | 4,404 | $444.5K | 0.26% | −150−3.3% | Reduced |
| Hutner Capital Management Inc | 4,403 | $444.4K | 0.20% | −149−3.3% | Reduced |
| State of Wyoming | 4,402 | $444.3K | 0.05% | +3,844+688.9% | Added |
| Greenwich Wealth Management LLC | 4,380 | $442.0K | 0.02% | +264+6.4% | Added |
| Strategic Advisors LLC | 4,356 | $439.7K | 0.09% | −3,021−41.0% | Reduced |
| Roxbury Financial LLC | 4,340 | $438.1K | 0.43% | +2,658+158.0% | Added |
| Womack Financial LLC | 4,337 | $437.8K | 0.36% | +165+4.0% | Added |
| Parkside Financial Bank & Trust | 4,313 | $435.3K | 0.05% | +973+29.1% | Added |
| Winthrop Advisory Group LLC | 4,306 | $434.6K | 0.04% | −142−3.2% | Reduced |
| Aviso Wealth Management | 4,305 | $434.5K | 0.20% | +4,305 | New |
| Raiffeisen Bank International AG | 4,353 | $432.6K | 0.01% | 00.0% | Unchanged |
| JBGlobal.com LLC | 4,250 | $429.0K | 0.45% | +1,034+32.2% | Added |
| Collaborative Wealth Managment Inc. | 4,235 | $427.5K | 0.19% | −71−1.6% | Reduced |
| Capital Analysts, LLC | 4,233 | $427.0K | 0.01% | −278−6.2% | Reduced |