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Livermore
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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.

Institutional holdersQ2 2025: 2,116 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ2 2025: $50.4B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avestar Capital, LLC2,757$278.3K0.02%+840+43.8%Added
Marble Harbor Investment Counsel, LLC2,755$278.1K0.03%00.0%Unchanged
1776 Wealth LLC2,753$277.9K0.11%−50−1.8%Reduced
Bluefin Capital Management, LLC2,750$277.6K0.21%−350−11.3%Reduced
Sivia Capital Partners, LLC2,749$277.5K0.09%+2,749New
Country Trust Bank2,747$277.3K0.01%−54−1.9%Reduced
Heartwood Wealth Advisors LLC2,743$276.9K0.03%−7−0.3%Reduced
Bingham Private Wealth, LLC2,733$275.9K0.26%−317−10.4%Reduced
Lauer Wealth, LLC3,194$275.7K0.23%+3,194New
Retirement Planning Co of New England, Inc.2,729$275.5K0.12%−294−9.7%Reduced
OneAscent Financial Services LLC2,666$275.0K0.02%−2,696−50.3%Reduced
Turtle Creek Wealth Advisors, LLC2,720$274.6K0.03%+2,720New
Bridgewealth Advisory Group, LLC2,700$272.5K0.07%+2,700New
Mason & Associates, LLC2,690$271.5K0.07%−333−11.0%Reduced
Sterling Capital Management LLC2,683$270.8K0.00%+144+5.7%Added
Ellis Investment Partners, LLC2,676$270.2K0.05%−201−7.0%Reduced
IFG Advisors, LLC2,675$270.0K0.05%−141−5.0%Reduced
CHB Investment Group, LLC2,679$270.0K0.14%−10.0%Reduced
Jacksonville Wealth Management, LLC2,674$269.9K0.22%−60−2.2%Reduced
Angeles Wealth Management, LLC2,670$269.5K0.02%−1,031−27.9%Reduced
CogentBlue Wealth Advisors, LLC2,665$269.0K0.21%−244−8.4%Reduced
First PREMIER Bank2,663$269.0K0.07%+145+5.8%Added
Crestwood Advisors Group LLC2,665$269.0K0.00%+2,665New
Liberty Wealth Management LLC2,657$268.2K0.04%−4−0.2%Reduced
Fortitude Family Office, LLC2,655$268.0K0.09%+12+0.5%Added
Shufro Rose & Co LLC2,435$267.8K0.02%00.0%Unchanged
Fukoku Mutual Life Insurance Co2,652$267.7K0.02%00.0%Unchanged
Suncoast Equity Management2,652$267.7K0.03%00.0%Unchanged
HHM Wealth Advisors, LLC2,631$265.6K0.03%+55+2.1%Added
Pacitti Group Inc.2,629$265.3K0.12%+107+4.2%Added
Finley Financial, LLC2,626$265.1K0.13%00.0%Unchanged
HCR Wealth Advisors2,622$264.7K0.03%−5−0.2%Reduced
Barlow Wealth Partners, Inc.2,505$264.4K0.03%+2,505New
New Covenant Trust Company, N.A.2,611$264.2K0.24%00.0%Unchanged
Sax Wealth Advisors, LLC2,607$263.1K0.02%−715−21.5%Reduced
Accuvest Global Advisors2,604$263.0K0.17%−1,838−41.4%Reduced
Platform Technology Partners2,603$262.8K0.07%−521−16.7%Reduced
180 Wealth Advisors, LLC2,582$260.6K0.04%+268+11.6%Added
Chase Investment Counsel Corp2,584$260.0K0.08%−581−18.4%Reduced
CVA Family Office, LLC2,570$259.4K0.04%+146+6.0%Added
Cornerstone Wealth Group, LLC2,557$258.1K0.02%+97+3.9%Added
Spirit of America Management Corp2,550$257.4K0.05%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC2,546$257.0K0.09%+385+17.8%Added
Joule Financial, LLC2,533$255.7K0.08%+124+5.1%Added
Diametric Capital, LP2,529$255.3K0.14%+2,529New
MBM Wealth Consultants, LLC2,528$255.2K0.07%+593+30.6%Added
HBW Advisory Services LLC2,526$254.9K0.03%+78+3.2%Added
CWA Asset Management Group, LLC2,524$254.7K0.01%−943−27.2%Reduced
Ti-Trust, Inc2,515$253.9K0.17%00.0%Unchanged
David Loasby3,004$253.8K0.02%+357+13.5%Added
Asset Dedication, LLC2,514$253.8K0.02%+1,674+199.3%Added
SBI Securities Co., Ltd.2,514$253.8K0.01%+333+15.3%Added
Copperwynd Financial, LLC2,512$253.5K0.06%+207+9.0%Added
Murphy, Middleton, Hinkle & Parker, Inc.2,303$253.3K0.14%00.0%Unchanged
Austin Asset Management Co Inc2,505$252.9K0.05%00.0%Unchanged
Cannon Financial Strategists, Inc.2,498$252.1K0.04%−221−8.1%Reduced
Royal Capital Wealth Management, LLC2,498$252.1K0.17%−122−4.7%Reduced
Synergy Financial Group, LTD2,497$252.0K0.19%+82+3.4%Added
MASTERINVEST Kapitalanlage GmbH2,483$250.6K0.03%+2,483New
LOM Asset Management Ltd2,477$250.0K0.08%+2,477New
U S Global Investors Inc2,475$249.8K0.03%+774+45.5%Added
Sweeney & Michel, LLC2,461$249.2K0.09%−317−11.4%Reduced
Founders Financial Alliance, LLC2,467$249.0K0.06%−3,359−57.7%Reduced
Diversified Enterprises, LLC2,467$249.0K0.02%+499+25.4%Added
LCNB Corp2,455$247.8K0.09%00.0%Unchanged
Atom Investors LP2,451$247.4K0.02%+2,451New
Sheets Smith Wealth Management2,450$247.3K0.03%+20+0.8%Added
Patten & Patten Inc2,450$247.3K0.02%−1,768−41.9%Reduced
Center for Financial Planning, Inc.2,446$246.9K0.03%00.0%Unchanged
Guardian Partners Inc.2,410$246.2K0.02%−100−4.0%Reduced
Yeomans Consulting Group, Inc.2,353$245.8K0.10%+2,353New
Richardson Financial Services Inc.2,345$245.0K0.16%+2,345New
Ipswich Investment Management Co., Inc.2,425$244.8K0.06%00.0%Unchanged
Code Waechter LLC2,412$243.5K0.17%+2,412New
Novem Group2,410$243.3K0.03%−171−6.6%Reduced
Pacific Sage Partners, LLC2,397$242.0K0.05%+524+28.0%Added
Allegheny Financial Group LTD2,396$241.9K0.05%+5+0.2%Added
RMB Capital Management, LLC2,392$241.4K0.00%+2,392New
Lewis Asset Management, LLC2,385$240.7K0.11%+2,385New
Alliance Wealth Advisors, LLC2,382$240.5K0.13%+87+3.8%Added
SC&H Financial Advisors, Inc.2,373$239.6K0.04%−1,900−44.5%Reduced
Calton & Associates, Inc.2,364$238.6K0.04%+501+26.9%Added
PKS Advisory Services, LLC2,006$238.1K0.06%+2,006New
Optas, LLC2,357$237.9K0.05%+60+2.6%Added
Freestone Capital Holdings, LLC2,356$237.8K0.01%−783−24.9%Reduced
Cromwell Holdings LLC2,340$236.2K0.14%+1,686+257.8%Added
Johnson & White Wealth Management, LLC2,340$236.0K0.12%−184−7.3%Reduced
Plancorp, LLC2,334$235.6K0.01%−84−3.5%Reduced
Delta Financial Advisors LLC2,329$235.1K0.08%−48−2.0%Reduced
Pittenger & Anderson Inc2,317$233.9K0.01%00.0%Unchanged
360 Financial, Inc.2,311$233.3K0.07%00.0%Unchanged
PCG Asset Management, LLC2,302$232.4K0.20%−350−13.2%Reduced
Evexia Wealth LLC2,341$232.3K0.07%00.0%Unchanged
Options Solutions, LLC2,300$232.2K0.08%00.0%Unchanged
Hickory Point Bank & Trust2,286$230.7K0.19%00.0%Unchanged
Chancellor Financial Group WB LP2,280$230.1K0.18%+100+4.6%Added
Meriwether Wealth & Planning, LLC2,278$229.9K0.14%+448+24.5%Added
Catalyst Financial Partners LLC2,277$229.8K0.03%−215−8.6%Reduced
Sollinda Capital Management LLC2,275$229.6K0.06%−40−1.7%Reduced
Axxcess Wealth Management, LLC2,273$229.4K0.01%−5,347−70.2%Reduced