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 |
|---|---|---|---|---|---|
| GSB Wealth Management, LLC | 4,198 | $423.8K | 0.10% | −1,040−19.9% | Reduced |
| Wealthspire Advisors, LLC | 4,194 | $423.3K | 0.00% | +65+1.6% | Added |
| Diversify Wealth Management, LLC | 4,830 | $422.3K | 0.03% | +499+11.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,175 | $421.4K | 0.19% | +19+0.5% | Added |
| NCM Capital Management, LLC | 4,174 | $421.3K | 0.17% | +8+0.2% | Added |
| Soundwatch Capital LLC | 1,945 | $421.0K | 0.09% | +1,945 | New |
| CFS Investment Advisory Services, LLC | 4,160 | $420.0K | 0.03% | −334−7.4% | Reduced |
| Roble, Belko & Company, Inc | 4,152 | $419.0K | 0.06% | +6+0.1% | Added |
| Allred Capital Management, LLC | 4,138 | $417.8K | 0.16% | −259−5.9% | Reduced |
| ZWJ Investment Counsel Inc | 4,132 | $417.1K | 0.02% | −57−1.4% | Reduced |
| American Alpha Advisors, LLC | 4,127 | $416.6K | 0.34% | +482+13.2% | Added |
| Claris Financial LLC | 4,123 | $416.2K | 0.31% | +1,252+43.6% | Added |
| Leo Wealth, LLC | 4,123 | $416.2K | 0.03% | +1,878+83.7% | Added |
| Sava Infond d.o.o. | 4,120 | $415.9K | 0.06% | +2,450+146.7% | Added |
| MeadowBrook Investment Advisors LLC | 4,119 | $415.8K | 0.39% | +725+21.4% | Added |
| Moody National Bank Trust Division | 4,118 | $415.7K | 0.04% | −383−8.5% | Reduced |
| L.M. Kohn & Company | 4,110 | $414.9K | 0.11% | −4,339−51.4% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,107 | $414.6K | 0.11% | +45+1.1% | Added |
| Greenfield Savings Bank | 4,089 | $412.7K | 0.19% | +147+3.7% | Added |
| Capital Advisors Inc | 4,083 | $412.1K | 0.01% | −2,624−39.1% | Reduced |
| Silverlake Wealth Management LLC | 4,065 | $410.3K | 0.12% | +1,398+52.4% | Added |
| Intrust Bank NA | 4,045 | $408.3K | 0.04% | −2,522−38.4% | Reduced |
| Waldron Private Wealth LLC | 4,035 | $407.4K | 0.02% | −250−5.8% | Reduced |
| Penserra Capital Management LLC | 4,041 | $407.0K | 0.01% | +439+12.2% | Added |
| Pettee Investors, Inc. | 4,020 | $405.8K | 0.24% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 4,019 | $405.7K | 0.02% | −896−18.2% | Reduced |
| West Tower Group, LLC | 4,000 | $403.8K | 0.88% | +600+17.6% | Added |
| JFS Wealth Advisors, LLC | 3,996 | $403.4K | 0.03% | −20−0.5% | Reduced |
| Tyche Wealth Partners LLC | 3,981 | $401.9K | 0.08% | −14−0.4% | Reduced |
| First Nebraska Trust Co | 3,979 | $401.6K | 0.04% | −65−1.6% | Reduced |
| Transcend Wealth Collective, LLC | 3,978 | $401.6K | 0.03% | −854−17.7% | Reduced |
| Seamount Financial Group Inc | 3,975 | $401.2K | 0.21% | +3,975 | New |
| Franklin Street Advisors Inc | 3,972 | $401.0K | 0.02% | +255+6.9% | Added |
| J Hagan Capital, Inc. | 4,051 | $400.6K | 0.27% | +41+1.0% | Added |
| Barr E S & Co | 3,958 | $399.5K | 0.02% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 3,951 | $398.8K | 0.25% | +291+8.0% | Added |
| Peoples Financial Services Corp. | 3,944 | $398.1K | 0.20% | 00.0% | Unchanged |
| DRW Securities, LLC | 3,939 | $397.6K | 0.03% | +3,939 | New |
| Alliance Wealth Advisors, LLC | 3,936 | $397.3K | 0.10% | −86−2.1% | Reduced |
| Petrus Trust Company, LTA | 3,928 | $396.5K | 0.04% | −3,559−47.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,924 | $396.1K | 0.10% | +139+3.7% | Added |
| ICONIQ Capital, LLC | 3,913 | $395.0K | 0.01% | +3,913 | New |
| Smartleaf Asset Management LLC | 3,897 | $394.4K | 0.03% | −2,257−36.7% | Reduced |
| Boreal Capital Management LLC | 3,877 | $391.3K | 0.32% | +3,877 | New |
| Wedmont Private Capital | 3,825 | $390.7K | 0.02% | −105−2.7% | Reduced |
| Encompass More Asset Management | 3,859 | $389.6K | 0.09% | −655−14.5% | Reduced |
| Adams Wealth Management | 3,861 | $389.4K | 0.07% | +3,861 | New |
| CacheTech Inc. | 3,861 | $389.4K | 0.07% | +3,861 | New |
| Claro Advisors LLC | 3,850 | $388.7K | 0.06% | −550−12.5% | Reduced |
| PSI Advisors, LLC | 3,850 | $388.6K | 0.19% | +1,623+72.9% | Added |
| Gilliland Jeter Wealth Management LLC | 3,838 | $387.4K | 0.13% | +9+0.2% | Added |
| Patriot Investment Management Inc. | 3,835 | $387.1K | 0.03% | −285−6.9% | Reduced |
| Summit Asset Management, LLC | 3,827 | $386.3K | 0.06% | −200−5.0% | Reduced |
| Northeast Investment Management | 3,820 | $385.6K | 0.02% | −8,786−69.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 3,820 | $385.6K | 0.15% | −679−15.1% | Reduced |
| Alta Advisers Ltd | 3,794 | $383.0K | 0.14% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,786 | $382.1K | 0.06% | −65−1.7% | Reduced |
| High Net Worth Advisory Group LLC | 3,762 | $379.7K | 0.10% | −601−13.8% | Reduced |
| Durante & Waters, LLC | 3,759 | $379.4K | 0.30% | +10.0% | Added |
| Kennedy Investment Group | 3,750 | $378.5K | 0.16% | +472+14.4% | Added |
| Fiduciary Trust Co | 3,745 | $378.0K | 0.00% | −1,686−31.0% | Reduced |
| First Financial Bank - Trust Division | 3,736 | $377.1K | 0.03% | +115+3.2% | Added |
| Centerline Wealth Advisors, LLC | 3,730 | $376.5K | 0.18% | +2+0.1% | Added |
| Rogco, LP | 3,723 | $375.8K | 0.14% | −50−1.3% | Reduced |
| Keel Point, LLC | 3,719 | $375.3K | 0.02% | +291+8.5% | Added |
| Conning Inc. | 3,708 | $374.3K | 0.01% | −131−3.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,700 | $373.5K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,693 | $372.8K | 0.22% | +435+13.4% | Added |
| Vista Investment Partners LLC | 3,676 | $371.1K | 0.11% | +545+17.4% | Added |
| PDT Partners, LLC | 3,667 | $370.1K | 0.02% | +3,667 | New |
| Phoenix Holdings Ltd. | 3,662 | $369.7K | 0.00% | −12,036−76.7% | Reduced |
| Versant Capital Management, Inc | 3,661 | $369.5K | 0.06% | −1,032−22.0% | Reduced |
| Capital International Sarl | 3,660 | $369.4K | 0.01% | −1,592−30.3% | Reduced |
| WSFS Capital Management, LLC | 3,656 | $369.0K | 0.02% | −109−2.9% | Reduced |
| First Bank & Trust | 3,650 | $368.4K | 0.07% | −2,613−41.7% | Reduced |
| Gibbs Wealth Management | 3,646 | $368.0K | 0.07% | +649+21.7% | Added |
| Breakwater Capital Group | 3,646 | $368.0K | 0.06% | +970+36.2% | Added |
| Spurstone Advisory Services, LLC | 3,642 | $367.6K | 5.57% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,637 | $367.1K | 0.03% | −1,636−31.0% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,630 | $366.4K | 0.26% | −675−15.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,617 | $365.1K | 0.07% | −441−10.9% | Reduced |
| Graypoint LLC | 3,584 | $361.8K | 0.02% | +1,226+52.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,581 | $361.4K | 0.02% | −434−10.8% | Reduced |
| WealthShield Partners, LLC | 3,579 | $361.3K | 0.04% | −372−9.4% | Reduced |
| Kentucky Trust Co | 3,573 | $360.7K | 0.21% | +100+2.9% | Added |
| Thrive Wealth Management, LLC | 3,562 | $359.6K | 0.06% | +176+5.2% | Added |
| Strategic Investment Solutions, Inc. | 3,561 | $359.4K | 0.11% | −329−8.5% | Reduced |
| Finward Bancorp | 3,560 | $359.3K | 0.28% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 3,557 | $359.0K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 3,547 | $358.0K | 0.00% | −7,707−68.5% | Reduced |
| My Legacy Advisors, LLC | 3,460 | $356.2K | 0.13% | +3,460 | New |
| Eastern Bank | 3,525 | $355.8K | 0.01% | −471−11.8% | Reduced |
| Family Legacy, Inc. | 3,524 | $355.7K | 0.12% | −145−4.0% | Reduced |
| Smith, Salley & Associates | 3,496 | $352.9K | 0.02% | −364−9.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,490 | $352.3K | 0.02% | −7,369−67.9% | Reduced |
| Bragg Financial Advisors, Inc | 3,489 | $352.2K | 0.01% | −29,516−89.4% | Reduced |
| Old Mission Investment Co LLC | 3,485 | $351.7K | 0.10% | +939+36.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,484 | $351.7K | 0.07% | +83+2.4% | Added |
| Accurate Wealth Management, LLC | 3,407 | $350.6K | 0.05% | +164+5.1% | Added |
| S.A. Mason LLC | 3,464 | $349.7K | 0.17% | −346−9.1% | Reduced |