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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| American National Bank | 3,451 | $348.3K | 0.04% | +3+0.1% | Added |
| First Horizon Advisors, Inc. | 3,442 | $347.5K | 0.01% | −1,399−28.9% | Reduced |
| Lifeworks Advisors, LLC | 3,440 | $347.2K | 0.05% | +877+34.2% | Added |
| Kera Capital Partners, Inc. | 3,425 | $345.7K | 0.07% | −23,058−87.1% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,411 | $344.3K | 0.22% | −97−2.8% | Reduced |
| Range Financial Group LLC | 3,395 | $342.6K | 0.13% | +304+9.8% | Added |
| LGT Group Foundation | 3,383 | $341.5K | 0.00% | +262+8.4% | Added |
| LMG Wealth Partners, LLC | 3,382 | $341.4K | 0.07% | +38+1.1% | Added |
| Ambassador Advisors, LLC | 3,376 | $340.8K | 0.05% | −719−17.6% | Reduced |
| Morris Retirement Advisors, LLC | 3,374 | $340.6K | 0.16% | +961+39.8% | Added |
| Fiduciary Alliance LLC | 3,372 | $340.4K | 0.03% | +544+19.2% | Added |
| Fortis Capital Advisors, LLC | 3,365 | $339.7K | 0.06% | +180+5.7% | Added |
| Foster Victor Wealth Advisors, LLC | 3,324 | $339.5K | 0.02% | −1,006−23.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,362 | $339.5K | 0.04% | −1,675−33.3% | Reduced |
| PEAK6 LLC | 3,343 | $337.4K | 0.01% | +3,343 | New |
| MKT Advisors LLC | 3,225 | $336.9K | 0.13% | −18−0.6% | Reduced |
| L2 Asset Management, LLC | 3,336 | $336.7K | 0.06% | +172+5.4% | Added |
| NWF Advisory Services Inc. | 3,333 | $336.4K | 0.04% | +221+7.1% | Added |
| Atlas Brown,Inc. | 3,330 | $336.2K | 0.11% | +980+41.7% | Added |
| Hoxton Planning & Management, LLC | 3,329 | $336.0K | 0.12% | +1,494+81.4% | Added |
| Equitable Trust Co | 3,318 | $334.9K | 0.02% | −2,944−47.0% | Reduced |
| Financial Engines Advisors L.L.C. | 3,314 | $334.0K | 0.00% | +907+37.7% | Added |
| Rexford Capital Inc | 3,308 | $333.9K | 0.28% | +3,308 | New |
| Sym Financial Corp | 3,302 | $333.3K | 0.04% | +1,102+50.1% | Added |
| VELA Investment Management, LLC | 3,301 | $333.2K | 0.10% | +460+16.2% | Added |
| Kercheville Advisors, LLC | 3,296 | $332.7K | 0.11% | +609+22.7% | Added |
| Montis Financial, LLC | 3,296 | $332.7K | 0.09% | +10.0% | Added |
| Morey & Quinn Wealth Partners, LLC | 3,267 | $329.8K | 0.26% | −130−3.8% | Reduced |
| FRG Family Wealth Advisors LLC | 3,260 | $329.1K | 0.06% | +10+0.3% | Added |
| Atlas Wealth LLC | 3,139 | $327.9K | 0.12% | −47−1.5% | Reduced |
| CoreFirst Bank & Trust | 3,228 | $325.8K | 0.18% | +800+32.9% | Added |
| Eaton-Cambridge Inc. | 3,214 | $324.4K | 0.12% | +142+4.6% | Added |
| Farmers Trust Co | 3,204 | $323.4K | 0.06% | −226−6.6% | Reduced |
| Sentinus, LLC | 3,196 | $322.6K | 0.08% | +287+9.9% | Added |
| Coordinated Financial Services, Inc. | 3,185 | $321.5K | 0.22% | +3,185 | New |
| Harbour Capital Advisors, LLC | 3,010 | $317.7K | 0.07% | −37−1.2% | Reduced |
| Segment Wealth Management, LLC | 3,142 | $317.2K | 0.02% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 3,141 | $317.1K | 0.04% | −185−5.6% | Reduced |
| Traynor Capital Management, Inc. | 3,029 | $316.5K | 0.02% | −18−0.6% | Reduced |
| Dividend Assets Capital, LLC | 3,118 | $314.7K | 0.06% | +78+2.6% | Added |
| Weatherly Asset Management L. P. | 3,102 | $313.1K | 0.03% | −35−1.1% | Reduced |
| Meyer Handelman Co | 3,100 | $312.9K | 0.01% | −1,200−27.9% | Reduced |
| Weaver Consulting Group | 3,092 | $312.1K | 0.09% | +3+0.1% | Added |
| Vision Financial Markets LLC | 3,076 | $310.4K | 0.29% | −58−1.9% | Reduced |
| First Affirmative Financial Network | 3,073 | $310.2K | 0.16% | −41−1.3% | Reduced |
| Pflug Koory, LLC | 3,072 | $310.1K | 0.16% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,064 | $309.3K | 0.04% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 3,060 | $308.9K | 0.24% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 3,054 | $308.3K | 0.00% | −685−18.3% | Reduced |
| Aegis Wealth Management LLC | 2,786 | $306.4K | 0.18% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,028 | $305.6K | 0.01% | −2,350−43.7% | Reduced |
| Aaron Wealth Advisors | 3,028 | $305.6K | 0.03% | +1,071+54.7% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 3,022 | $305.0K | 0.38% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 3,001 | $302.9K | 0.34% | −805−21.2% | Reduced |
| Liberty Capital Management, Inc. | 3,000 | $302.8K | 0.06% | 00.0% | Unchanged |
| Curat Global, LLC | 3,000 | $302.8K | 0.29% | +500+20.0% | Added |
| Simmons Bank | 2,994 | $302.2K | 0.02% | −200−6.3% | Reduced |
| BCJ Capital Management, LLC | 2,980 | $300.8K | 0.02% | +2,980 | New |
| Generation Capital Management LLC | 2,966 | $299.4K | 0.24% | +57+2.0% | Added |
| Onyx Bridge Wealth Group LLC | 2,961 | $298.9K | 0.04% | −163−5.2% | Reduced |
| Heartland Bank & Trust Co | 2,958 | $298.6K | 0.14% | −73−2.4% | Reduced |
| Trilogy Capital Inc. | 2,943 | $297.1K | 0.01% | −23,151−88.7% | Reduced |
| WealthTrak Capital Management LLC | 2,932 | $296.0K | 0.25% | +47+1.6% | Added |
| Palumbo Wealth Management LLC | 2,932 | $295.9K | 0.09% | +173+6.3% | Added |
| Washington Trust Co | 2,927 | $295.4K | 0.01% | −77−2.6% | Reduced |
| Southland Equity Partners LLC | 2,925 | $295.3K | 0.06% | +190+6.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,909 | $293.6K | 0.04% | +696+31.5% | Added |
| Cahill Financial Advisors Inc | 2,907 | $293.4K | 0.04% | +2,907 | New |
| Quantitative Investment Management, LLC | 2,908 | $293.0K | 0.04% | −69,793−96.0% | Reduced |
| Dana Investment Advisors, Inc. | 2,894 | $292.1K | 0.01% | −160−5.2% | Reduced |
| Successful Portfolios LLC | 2,891 | $291.8K | 0.18% | −41−1.4% | Reduced |
| Shepherd Financial Partners LLC | 2,890 | $291.7K | 0.03% | +111+4.0% | Added |
| Vance Wealth, Inc. | 2,889 | $291.6K | 0.10% | +74+2.6% | Added |
| Choice Wealth Advisors, LLC | 2,878 | $290.5K | 0.13% | +34+1.2% | Added |
| GeoWealth Management, LLC | 2,875 | $290.2K | 0.01% | +974+51.2% | Added |
| Jeppson Wealth Management, LLC | 2,873 | $290.0K | 0.10% | −1,070−27.1% | Reduced |
| E&G Advisors, LP | 2,869 | $289.6K | 0.08% | −100−3.4% | Reduced |
| Coastal Bridge Advisors, LLC | 2,866 | $289.3K | 0.02% | +2,866 | New |
| Shell Asset Management Co | 2,859 | $289.0K | 0.01% | −60−2.1% | Reduced |
| Hardy Reed LLC | 2,856 | $288.3K | 0.02% | −137−4.6% | Reduced |
| Somerset Trust Co | 2,849 | $287.6K | 0.09% | −243−7.9% | Reduced |
| rebel Financial LLC | 2,849 | $287.6K | 0.13% | +2,849 | New |
| Traphagen Investment Advisors LLC | 2,835 | $286.2K | 0.03% | +211+8.0% | Added |
| Birch Financial Group, LLC | 2,835 | $286.1K | 0.23% | +92+3.4% | Added |
| R Squared Ltd | 2,830 | $285.7K | 0.16% | +2,830 | New |
| Acorns Advisers, LLC | 2,819 | $285.0K | 0.00% | +732+35.1% | Added |
| Granite Investment Partners, LLC | 2,822 | $284.9K | 0.01% | 00.0% | Unchanged |
| World Equity Group, Inc. | 2,816 | $284.2K | 0.08% | +6+0.2% | Added |
| Resonant Capital Advisors, LLC | 2,810 | $283.6K | 0.02% | −10,480−78.9% | Reduced |
| Mechanics Financial Corp | 2,808 | $283.4K | 0.12% | +56+2.0% | Added |
| waypoint wealth counsel | 2,807 | $283.3K | 0.14% | −144−4.9% | Reduced |
| Bank of Jackson Hole Trust | 2,804 | $283.0K | 0.16% | +278+11.0% | Added |
| Phillips Wealth Planners LLC | 2,761 | $282.7K | 0.26% | −34−1.2% | Reduced |
| Pathway Financial Advisors LLC | 2,800 | $282.6K | 0.04% | −760−21.3% | Reduced |
| Lockerman Financial Group, Inc. | 2,800 | $282.6K | 0.38% | +2,800 | New |
| New Hampshire Trust | 2,790 | $281.6K | 0.06% | +618+28.5% | Added |
| BIP Wealth, LLC | 2,784 | $281.0K | 0.02% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 2,778 | $280.4K | 0.08% | +2,778 | New |
| Wynn Capital, LLC | 2,768 | $279.5K | 0.15% | +204+8.0% | Added |
| Clarius Group, LLC | 2,763 | $278.9K | 0.02% | +15+0.5% | Added |