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 |
|---|---|---|---|---|---|
| Clifford Group, LLC | 2,272 | $229.4K | 0.19% | +254+12.6% | Added |
| Bridges Investment Management Inc | 2,270 | $229.1K | 0.00% | −500−18.1% | Reduced |
| Enterprise Financial Services Corp | 2,265 | $228.6K | 0.12% | +2,265 | New |
| Waddell & Associates, LLC | 2,261 | $228.2K | 0.02% | +2,261 | New |
| Ridgecrest Wealth Partners, LLC | 2,257 | $227.8K | 0.12% | +277+14.0% | Added |
| 626 Financial, LLC | 2,256 | $227.7K | 0.11% | +2,256 | New |
| Lyell Wealth Management, LP | 2,253 | $227.4K | 0.02% | −10−0.4% | Reduced |
| Oakland Financial Corp | 2,250 | $227.1K | 4.27% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,249 | $227.0K | 0.05% | +2,249 | New |
| Bey-Douglas LLC | 2,239 | $226.0K | 0.14% | +2,239 | New |
| Ransom Advisory, Ltd | 2,237 | $225.8K | 0.11% | −150−6.3% | Reduced |
| First County Bank | 2,235 | $225.6K | 0.12% | −1,271−36.3% | Reduced |
| Trustco Bank Corp N Y | 2,231 | $225.2K | 0.22% | −412−15.6% | Reduced |
| Bill Few Associates, Inc. | 2,227 | $224.8K | 0.06% | −199−8.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,227 | $224.7K | 0.04% | −9,349−80.8% | Reduced |
| CV Advisors LLC | 2,225 | $224.6K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,219 | $224.0K | 0.01% | −1,195−35.0% | Reduced |
| Financial Advisors Network, Inc. | 2,216 | $223.7K | 0.03% | +2,216 | New |
| Arista Wealth Management, LLC | 2,199 | $222.0K | 0.03% | +2,199 | New |
| Barnes Pettey Financial Advisors, LLC | 2,197 | $221.7K | 0.15% | +4+0.2% | Added |
| Great Diamond Partners, LLC | 2,185 | $220.6K | 0.05% | +2,185 | New |
| Douglas Lane & Associates, LLC | 2,183 | $220.4K | 0.00% | −170−7.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 2,179 | $219.9K | 0.10% | +5+0.2% | Added |
| Cobblestone Capital Advisors LLC | 2,175 | $219.5K | 0.01% | −4,091−65.3% | Reduced |
| JBR Co Financial Management Inc | 2,175 | $219.5K | 0.11% | −483−18.2% | Reduced |
| MBB Public Markets I LLC | 2,175 | $219.5K | 0.03% | −525−19.4% | Reduced |
| Capital Advantage, Inc. | 2,174 | $219.5K | 0.03% | −311−12.5% | Reduced |
| MUFG Securities EMEA plc | 2,168 | $218.8K | 0.01% | +2,168 | New |
| Altus Wealth Group LLC | 2,166 | $218.6K | 0.10% | +75+3.6% | Added |
| Fidelis Capital Partners, LLC | 2,526 | $217.9K | 0.02% | −150−5.6% | Reduced |
| MONECO Advisors, LLC | 2,153 | $217.3K | 0.02% | −1,098−33.8% | Reduced |
| Investment Planning Advisors, Inc. | 2,150 | $217.0K | 0.08% | +2,150 | New |
| Golden State Equity Partners | 2,147 | $216.8K | 0.04% | −649−23.2% | Reduced |
| Winebrenner Capital Management LLC | 2,135 | $215.6K | 0.17% | +166+8.4% | Added |
| Dean Investment Associates, LLC | 2,131 | $215.1K | 0.03% | −34,222−94.1% | Reduced |
| Haven Capital Group, Inc. | 2,127 | $215.0K | 0.19% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 2,124 | $214.3K | 0.02% | +2,124 | New |
| DGS Capital Management, LLC | 2,121 | $214.1K | 0.04% | +2,121 | New |
| Mattern Capital Management, LLC | 2,116 | $213.6K | 0.03% | −4,580−68.4% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 2,115 | $213.5K | 0.03% | +16+0.8% | Added |
| Compass Capital Corp | 2,473 | $213.3K | 0.10% | +2,473 | New |
| Sig Brokerage, LP | 2,111 | $213.1K | 0.06% | −3,122−59.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,105 | $212.5K | 0.14% | −29−1.4% | Reduced |
| Orrstown Financial Services Inc | 2,105 | $212.5K | 0.04% | +2,105 | New |
| Personal Cfo Solutions, LLC | 2,101 | $212.0K | 0.04% | −1,278−37.8% | Reduced |
| Money Concepts Capital Corp | 2,100 | $212.0K | 0.01% | +104+5.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,094 | $211.4K | 0.07% | −55−2.6% | Reduced |
| Maridea Wealth Management LLC | 2,092 | $211.2K | 0.05% | −4,156−66.5% | Reduced |
| Woodward Diversified Capital, LLC | 2,066 | $208.6K | 0.11% | +2,066 | New |
| Benedict Financial Advisors Inc | 2,065 | $208.5K | 0.05% | +20+1.0% | Added |
| AlTi Global, Inc. | 2,064 | $208.3K | 0.01% | +2,064 | New |
| Davidson Trust Co | 2,063 | $208.2K | 0.10% | −279−11.9% | Reduced |
| Rockport Wealth LLC | 2,062 | $208.2K | 0.05% | +2,062 | New |
| Certified Advisory Corp | 2,061 | $208.1K | 0.02% | +70+3.5% | Added |
| Bedell Frazier Investment Counseling, LLC | 2,060 | $207.9K | 0.05% | +2,060 | New |
| Crestmont Private Wealth LLC | 2,051 | $207.0K | 0.07% | +179+9.6% | Added |
| Glen Eagle Advisors, LLC | 2,047 | $206.6K | 0.03% | −22−1.1% | Reduced |
| Teza Capital Management LLC | 2,046 | $206.5K | 0.15% | +2,046 | New |
| Detalus Advisors, LLC | 2,044 | $206.3K | 0.06% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 2,040 | $206.0K | 0.04% | −27,717−93.1% | Reduced |
| Sharp Financial Services, LLC | 2,040 | $205.9K | 0.13% | −502−19.7% | Reduced |
| Howard Financial Services, Ltd. | 2,040 | $205.9K | 0.03% | −52−2.5% | Reduced |
| Exchange Bank | 2,039 | $205.8K | 0.16% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 2,039 | $205.8K | 0.01% | −29−1.4% | Reduced |
| Bank & Trust Co | 2,038 | $205.7K | 0.16% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,038 | $205.7K | 0.01% | +85+4.4% | Added |
| ZEGA Investments, LLC | 2,036 | $205.5K | 0.05% | −159−7.2% | Reduced |
| JT Stratford LLC | 2,028 | $204.7K | 0.03% | +2,028 | New |
| Advyzon Investment Management, LLC | 2,021 | $204.0K | 0.05% | +2,021 | New |
| Severin Investments, LLC | 2,019 | $203.8K | 0.19% | +61+3.1% | Added |
| Grove Bank & Trust | 2,017 | $203.6K | 0.03% | −222−9.9% | Reduced |
| SFMG, LLC | 2,016 | $203.5K | 0.02% | −102−4.8% | Reduced |
| Cape Investment Advisory, Inc. | 2,013 | $203.2K | 0.07% | −179−8.2% | Reduced |
| US Asset Management LLC | 2,008 | $202.7K | 0.18% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,007 | $202.6K | 0.07% | −260−11.5% | Reduced |
| Silver Lake Advisory, LLC | 2,000 | $201.9K | 0.09% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $201.9K | 0.03% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 2,333 | $201.8K | 0.20% | −724−23.7% | Reduced |
| Massachusetts Wealth Management | 1,995 | $201.4K | 0.11% | −100−4.8% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $201.4K | 0.04% | 00.0% | Unchanged |
| Wrapmanager Inc | 1,993 | $201.2K | 0.05% | −590−22.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,988 | $201.0K | 0.00% | −20−1.0% | Reduced |
| Waterloo Capital, L.P. | 1,988 | $200.7K | 0.02% | +1,988 | New |
| Walleye Capital LLC | 1,982 | $200.1K | 0.00% | −54,489−96.5% | Reduced |
| PFS Partners, LLC | 1,947 | $196.6K | 0.10% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,924 | $194.2K | 0.05% | +1,000+108.2% | Added |
| Onefund, LLC | 1,926 | $194.0K | 0.14% | −12−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,909 | $192.7K | 0.02% | −609−24.2% | Reduced |
| Pandora Wealth, Inc. | 1,898 | $191.6K | 0.12% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,892 | $191.0K | 0.02% | +61+3.3% | Added |
| Elgethun Capital Management | 1,889 | $190.7K | 0.04% | +505+36.5% | Added |
| Crews Bank & Trust | 1,833 | $185.0K | 0.03% | +570+45.1% | Added |
| Eq Wealth Advisors, LLC | 1,821 | $183.8K | 0.13% | +1,821 | New |
| Oakworth Capital, Inc. | 1,770 | $178.7K | 0.01% | +82+4.9% | Added |
| Accredited Wealth Management, LLC | 1,747 | $176.3K | 0.14% | −263−13.1% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,734 | $175.0K | 0.07% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,720 | $173.6K | 0.06% | +11+0.6% | Added |
| Coastline Trust Co | 1,650 | $166.6K | 0.02% | −20−1.2% | Reduced |
| Y.D. More Investments Ltd | 1,582 | $160.0K | 0.01% | +261+19.8% | Added |
| Broadwater Capital Management LLC | 157,971 | $158.0K | 0.12% | +156,406+9,994.0% | Added |