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 |
|---|---|---|---|---|---|
| Wellington Shields Capital Management, LLC | 1,562 | $157.7K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,559 | $157.4K | 0.02% | +521+50.2% | Added |
| Pinnacle Bancorp, Inc. | 1,537 | $155.1K | 0.05% | −160−9.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 1,537 | $155.1K | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,529 | $154.3K | 0.05% | +1,529 | New |
| Trust Co | 1,520 | $153.4K | 0.02% | −400−20.8% | Reduced |
| Atticus Wealth Management, LLC | 1,514 | $152.8K | 0.04% | +1,361+889.5% | Added |
| Members Capital Advisors Inc | 1,481 | $149.5K | 0.17% | 00.0% | Unchanged |
| Capula Management Ltd | 1,458 | $147.2K | 0.00% | +401+37.9% | Added |
| Legacy Bridge, LLC | 1,451 | $146.5K | 0.07% | −120−7.6% | Reduced |
| Covestor Ltd | 1,410 | $142.0K | 0.08% | +434+44.5% | Added |
| Sachetta, LLC | 1,402 | $141.5K | 0.06% | −607−30.2% | Reduced |
| Bullock Wealth Management Group | 1,351 | $141.2K | 0.07% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,352 | $136.5K | 0.02% | −224−14.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,341 | $135.4K | 0.07% | −305−18.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,321 | $133.0K | 0.04% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,313 | $132.6K | 0.05% | +19+1.5% | Added |
| Granite FO LLC | 1,300 | $131.2K | 0.07% | −500−27.8% | Reduced |
| Smithfield Trust Co | 1,293 | $131.0K | 0.01% | −138−9.6% | Reduced |
| Bruce G. Allen Investments, LLC | 1,275 | $128.7K | 0.10% | −313−19.7% | Reduced |
| South Plains Financial, Inc. | 1,275 | $128.7K | 0.09% | +25+2.0% | Added |
| Adirondack Trust Co | 1,268 | $128.0K | 0.05% | −1,060−45.5% | Reduced |
| Union Savings Bank | 1,427 | $122.9K | 0.06% | +673+89.3% | Added |
| Cary Street Partner Investment Advisory LLC | 1,213 | $122.5K | 0.06% | −407−25.1% | Reduced |
| Asset Planning,Inc | 1,203 | $121.4K | 0.09% | +3+0.3% | Added |
| Addison Advisors LLC | 1,201 | $121.2K | 0.03% | −58−4.6% | Reduced |
| Exchange Traded Concepts, LLC | 1,193 | $120.4K | 0.00% | −216,295−99.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,349 | $119.7K | 0.10% | −50−3.6% | Reduced |
| Centricity Wealth Management, LLC | 1,158 | $116.9K | 0.09% | −22−1.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,158 | $116.9K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,156 | $116.7K | 0.00% | +713+160.9% | Added |
| IAG Wealth Partners, LLC | 1,148 | $115.9K | 0.02% | +8+0.7% | Added |
| McIlrath & Eck, LLC | 1,138 | $114.8K | 0.01% | −294−20.5% | Reduced |
| Peterson Wealth Services | 1,131 | $114.2K | 0.03% | −149−11.6% | Reduced |
| First Community Trust NA | 1,129 | $114.0K | 0.09% | +1,000+775.2% | Added |
| Quintet Private Bank (Europe) S.A. | 1,125 | $113.6K | 0.01% | −15,608−93.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,118 | $112.8K | 0.01% | +1,118 | New |
| Tamar Securities, LLC | 1,117 | $112.7K | 0.01% | −35−3.0% | Reduced |
| Operose Advisors LLC | 1,097 | $110.7K | 0.03% | +779+245.0% | Added |
| Mount Yale Investment Advisors, LLC | 1,084 | $109.4K | 0.01% | +1,084 | New |
| Bellevue Asset Management, LLC | 1,058 | $106.9K | 0.05% | +4+0.4% | Added |
| BankPlus Trust Department | 1,055 | $106.5K | 0.03% | −83−7.3% | Reduced |
| Safe Harbor Fiduciary, LLC | 1,045 | $105.5K | 0.10% | −12,691−92.4% | Reduced |
| MCF Advisors LLC | 1,042 | $105.2K | 0.01% | +315+43.3% | Added |
| Hazlett, Burt & Watson, Inc. | 1,050 | $105.0K | 0.04% | −33−3.0% | Reduced |
| Rise Advisors, LLC | 1,031 | $104.1K | 0.04% | −105−9.2% | Reduced |
| Binnacle Investments Inc | 1,031 | $104.1K | 0.07% | +183+21.6% | Added |
| Aviso Financial Inc. | 1,020 | $103.0K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1,019 | $102.9K | 0.05% | −1,900−65.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,000 | $100.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 960 | $97.3K | 0.02% | +124+14.8% | Added |
| Silvant Capital Management LLC | 958 | $96.7K | 0.00% | −6,171−86.6% | Reduced |
| AdvisorNet Financial, Inc | 920 | $92.9K | 0.01% | −309−25.1% | Reduced |
| Key Financial Inc | 920 | $92.9K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 919 | $92.8K | 0.00% | −535−36.8% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 917 | $92.6K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 867 | $87.5K | 0.01% | +105+13.8% | Added |
| Bellwether Advisors, LLC | 850 | $85.8K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 842 | $85.0K | 0.05% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 830 | $83.8K | 0.02% | +10+1.2% | Added |
| Tompkins Financial Corp | 825 | $83.3K | 0.01% | −124−13.1% | Reduced |
| Strengthening Families & Communities, LLC | 757 | $83.3K | 0.05% | +85+12.6% | Added |
| LRI Investments, LLC | 812 | $82.0K | 0.01% | −22−2.6% | Reduced |
| Inlight Wealth Management, LLC | 807 | $81.5K | 0.04% | −577−41.7% | Reduced |
| American Capital Advisory, LLC | 806 | $81.4K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 800 | $80.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 785 | $79.2K | 0.00% | +386+96.7% | Added |
| Chesapeake Asset Management LLC | 782 | $78.9K | 0.07% | +33+4.4% | Added |
| Capital Advisors, Ltd. LLC | 769 | $78.0K | 0.01% | −319−29.3% | Reduced |
| Rosenberg Matthew Hamilton | 759 | $76.6K | 0.02% | −124−14.0% | Reduced |
| Beacon Capital Management, LLC | 741 | $74.8K | 0.01% | +29+4.1% | Added |
| True Wealth Design, LLC | 703 | $71.0K | 0.03% | +126+21.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 700 | $70.7K | 0.04% | +700 | New |
| IMG Wealth Management, Inc. | 672 | $67.8K | 0.05% | +472+236.0% | Added |
| Hanson & Doremus Investment Management | 666 | $67.0K | 0.01% | +666 | New |
| Toth Financial Advisory Corp | 654 | $66.1K | 0.01% | −72−9.9% | Reduced |
| Redwood Park Advisors LLC | 653 | $65.9K | 0.05% | +3+0.5% | Added |
| Beaird Harris Wealth Management, LLC | 645 | $65.1K | 0.01% | +200+44.9% | Added |
| Wood Tarver Financial Group, LLC | 635 | $64.0K | 0.02% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 634 | $63.9K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 628 | $63.4K | 0.02% | −1,266−66.8% | Reduced |
| Medallion Wealth Advisors, LLC | 607 | $63.4K | 0.02% | +3+0.5% | Added |
| VSM Wealth Advisory, LLC | 619 | $62.5K | 0.02% | +179+40.7% | Added |
| Nemes Rush Group LLC | 611 | $61.7K | 0.01% | −1,013−62.4% | Reduced |
| Ameriflex Group, Inc. | 613 | $61.7K | 0.03% | −635−50.9% | Reduced |
| Advantage Trust Co | 600 | $60.6K | 0.03% | +100+20.0% | Added |
| Vestor Capital, LLC | 800 | $59.0K | 0.01% | −499−38.4% | Reduced |
| North Capital, Inc. | 565 | $57.0K | 0.05% | −73−11.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 550 | $55.5K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 543 | $54.8K | 0.01% | −1,207−69.0% | Reduced |
| TFC Financial Management | 534 | $53.9K | 0.01% | −5−0.9% | Reduced |
| Salem Investment Counselors Inc | 505 | $51.0K | 0.00% | −57−10.1% | Reduced |
| Christopher J. Hasenberg, Inc | 503 | $50.8K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 497 | $50.2K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 485 | $49.0K | 0.02% | −110−18.5% | Reduced |
| REAP Financial Group, LLC | 483 | $48.7K | 0.01% | +127+35.7% | Added |
| Edmond de Rothschild Holding S.A. | 482 | $48.7K | 0.00% | −36,191−98.7% | Reduced |
| Pacifica Partners Inc. | 474 | $48.0K | 0.02% | +50+11.8% | Added |
| Atlantic Trust, LLC | 475 | $47.9K | 0.01% | −781−62.2% | Reduced |
| SWAN Capital LLC | 464 | $46.8K | 0.02% | +25+5.7% | Added |