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 |
|---|---|---|---|---|---|
| Rossby Financial, LCC | 445 | $44.9K | 0.02% | +110+32.8% | Added |
| Pinnacle Holdings, LLC | 445 | $44.9K | 0.02% | +445 | New |
| Byrne Asset Management LLC | 438 | $44.2K | 0.03% | −4,772−91.6% | Reduced |
| New England Capital Financial Advisors LLC | 429 | $43.3K | 0.02% | +2+0.5% | Added |
| Canton Hathaway, LLC | 425 | $43.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 425 | $42.9K | 0.01% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 418 | $42.2K | 0.03% | +39+10.3% | Added |
| Centerpoint Advisors, LLC | 414 | $42.0K | 0.01% | +232+127.5% | Added |
| Abound Wealth Management | 410 | $41.3K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 407 | $41.1K | 0.00% | −745−64.7% | Reduced |
| Essex Investment Management Co LLC | 404 | $40.8K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 467 | $40.4K | 0.01% | −401−46.2% | Reduced |
| Ramirez Asset Management, Inc. | 400 | $40.4K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 466 | $40.2K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 383 | $38.7K | 0.01% | +383 | New |
| Field & Main Bank | 380 | $38.4K | 0.01% | −85−18.3% | Reduced |
| S&T Bank | 375 | $37.9K | 0.01% | −6−1.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 368 | $37.1K | 0.01% | −45−10.9% | Reduced |
| GW&K Investment Management, LLC | 365 | $37.0K | 0.00% | +26+7.7% | Added |
| First United Bank Trust | 365 | $36.8K | 0.01% | −960−72.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 365 | $36.8K | 0.01% | −56−13.3% | Reduced |
| Opal Wealth Advisors, LLC | 363 | $36.6K | 0.01% | −69−16.0% | Reduced |
| JNBA Financial Advisors | 359 | $36.3K | 0.00% | −179−33.3% | Reduced |
| Putney Financial Group LLC | 357 | $36.0K | 0.04% | −30−7.8% | Reduced |
| Core Alternative Capital | 354 | $35.7K | 0.01% | −2,370−87.0% | Reduced |
| Richardson Capital Management LLC | 350 | $35.3K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 347 | $35.0K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 337 | $34.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 346 | $34.0K | 0.01% | +346 | New |
| RMG Wealth Management LLC | 344 | $34.0K | 0.01% | +344 | New |
| Pingora Partners LLC | 335 | $33.8K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 332 | $33.5K | 0.01% | +5+1.5% | Added |
| Joseph Group Capital Management | 330 | $33.3K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 329 | $33.2K | 0.03% | −12−3.5% | Reduced |
| Millstone Evans Group, LLC | 325 | $32.8K | 0.02% | +13+4.2% | Added |
| Graney & King, LLC | 324 | $32.7K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 305 | $30.8K | 0.01% | +5+1.7% | Added |
| ESL Trust Services, LLC | 300 | $30.3K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 291 | $29.4K | 0.01% | +70+31.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 334 | $29.2K | 0.01% | +334 | New |
| Vermillion & White Wealth Management Group, LLC | 288 | $29.1K | 0.02% | −10,197−97.3% | Reduced |
| FSA Wealth Management LLC | 285 | $28.8K | 0.01% | +23+8.8% | Added |
| Hopwood Financial Services, Inc. | 282 | $28.5K | 0.02% | +1+0.4% | Added |
| Hemington Wealth Management | 283 | $28.0K | 0.00% | +1+0.4% | Added |
| TSFG, LLC | 273 | $28.0K | 0.01% | +1+0.4% | Added |
| Morton Brown Family Wealth, LLC | 276 | $27.9K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 274 | $27.7K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 270 | $27.3K | 0.00% | −277−50.6% | Reduced |
| Founders Capital Management | 270 | $27.3K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 269 | $27.2K | 0.01% | −249−48.1% | Reduced |
| Raffa Wealth Management, LLC | 266 | $26.9K | 0.01% | −24−8.3% | Reduced |
| Sierra Ocean, LLC | 265 | $26.8K | 0.02% | +154+138.7% | Added |
| Salomon & Ludwin, LLC | 253 | $26.7K | 0.00% | +43+20.5% | Added |
| Financial Perspectives, Inc | 254 | $25.6K | 0.01% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 254 | $25.6K | 0.01% | +254 | New |
| Marshall & Sterling Wealth Advisors Inc. | 253 | $25.4K | 0.02% | −30−10.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 252 | $25.4K | 0.01% | −1,008−80.0% | Reduced |
| Stephens Consulting, LLC | 252 | $25.4K | 0.01% | +29+13.0% | Added |
| Fortis Group Advisors, LLC | 250 | $25.2K | 0.00% | −2,211−89.8% | Reduced |
| Citizens National Bank Trust Department | 250 | $25.2K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 250 | $25.2K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 250 | $25.2K | 0.02% | +50+25.0% | Added |
| Kennebec Savings Bank | 247 | $24.9K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 242 | $24.4K | 0.03% | −343−58.6% | Reduced |
| Global Trust Asset Management, LLC | 240 | $24.2K | 0.01% | −480−66.7% | Reduced |
| Aventus Investment Advisors, Inc. | 238 | $24.0K | 0.02% | +238 | New |
| Ogorek Anthony Joseph | 241 | $24.0K | 0.01% | +44+22.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 237 | $23.9K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 236 | $23.8K | 0.00% | +150+174.4% | Added |
| CBIZ Investment Advisory Services, LLC | 231 | $23.3K | 0.00% | +118+104.4% | Added |
| Bell Investment Advisors, Inc | 228 | $23.0K | 0.00% | +48+26.7% | Added |
| Fourth Dimension Wealth, LLC | 225 | $22.7K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 221 | $22.3K | 0.01% | −124−35.9% | Reduced |
| Gen-Wealth Partners Inc | 217 | $21.9K | 0.01% | +14+6.9% | Added |
| Consultiva Wealth Management, Corp. | 215 | $21.7K | 0.07% | 00.0% | Unchanged |
| TD Capital Management LLC | 215 | $21.7K | 0.00% | +215 | New |
| UMA Financial Services, Inc. | 213 | $21.5K | 0.00% | +33+18.3% | Added |
| CNB Bank | 213 | $21.5K | 0.01% | −249−53.9% | Reduced |
| Front Row Advisors LLC | 210 | $21.2K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 201 | $21.0K | 0.00% | −328−62.0% | Reduced |
| TruNorth Capital Management, LLC | 202 | $20.4K | 0.00% | −260−56.3% | Reduced |
| Arlington Trust Co LLC | 200 | $20.2K | 0.00% | −75−27.3% | Reduced |
| Security National Bank | 200 | $20.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 229 | $19.9K | 0.00% | +27+13.4% | Added |
| Aventura Private Wealth, LLC | 195 | $19.7K | 0.01% | −150−43.5% | Reduced |
| Quaker Wealth Management, LLC | 192 | $19.4K | 0.01% | +192 | New |
| Caitong International Asset Management Co., Ltd | 189 | $19.1K | 0.01% | +184+3,680.0% | Added |
| Tobam | 193 | $19.0K | 0.01% | −7,004−97.3% | Reduced |
| West Branch Capital LLC | 180 | $18.2K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 174 | $17.6K | 0.00% | +144+480.0% | Added |
| First Command Advisory Services, Inc. | 172 | $17.4K | 0.00% | −328−65.6% | Reduced |
| Red Tortoise LLC | 167 | $16.9K | 0.01% | −13−7.2% | Reduced |
| Creekmur Asset Management LLC | 167 | $16.9K | 0.00% | −11−6.2% | Reduced |
| Carderock Capital Management Inc | 167 | $16.9K | 0.00% | +167 | New |
| Howard Hughes Medical Institute | 158 | $15.9K | 0.01% | +158 | New |
| WealthCollab, LLC | 155 | $15.6K | 0.01% | −26−14.4% | Reduced |
| WFA of San Diego, LLC | 155 | $15.6K | 0.01% | +155 | New |
| Prestige Wealth Management Group LLC | 154 | $15.5K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 150 | $15.1K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 150 | $15.1K | 0.02% | +150 | New |