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 |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 152 | $15.0K | 0.00% | +2+1.3% | Added |
| Valued Wealth Advisors LLC | 148 | $14.9K | 0.01% | −66−30.8% | Reduced |
| BFSG, LLC | 140 | $14.1K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 134 | $13.5K | 0.00% | −2−1.5% | Reduced |
| Princeton Global Asset Management LLC | 133 | $13.4K | 0.00% | +103+343.3% | Added |
| DB Fitzpatrick & Co, Inc | 129 | $13.0K | 0.01% | 00.0% | Unchanged |
| Total Investment Management Inc | 125 | $12.6K | 0.00% | +125 | New |
| Financial Freedom, LLC | 125 | $12.6K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 123 | $12.4K | 0.01% | −10−7.5% | Reduced |
| Kilter Group LLC | 120 | $12.1K | 0.01% | +120 | New |
| GPS Wealth Strategies Group, LLC | 115 | $11.6K | 0.00% | −28−19.6% | Reduced |
| Rialto Wealth Management, LLC | 113 | $11.4K | 0.00% | −43−27.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 112 | $11.3K | 0.00% | −78−41.1% | Reduced |
| SIMA Wealth Partners, LLC | 112 | $11.3K | 0.01% | −130−53.7% | Reduced |
| Curio Wealth, LLC | 110 | $11.1K | 0.00% | +109+10,900.0% | Added |
| Thompson Investment Management, Inc. | 109 | $11.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 113 | $11.0K | 0.00% | −338−74.9% | Reduced |
| Solstein Capital, LLC | 107 | $10.8K | 0.01% | +107 | New |
| Clark Wealth Partners | 107 | $10.8K | 0.01% | +2+1.9% | Added |
| Hager Investment Management Services, LLC | 105 | $10.6K | 0.01% | −70−40.0% | Reduced |
| AllSquare Wealth Management LLC | 104 | $10.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 102 | $10.3K | 0.00% | −46−31.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 100 | $10.1K | 0.00% | +100 | New |
| HighMark Wealth Management LLC | 99 | $10.0K | 0.00% | −5−4.8% | Reduced |
| Burkett Financial Services, LLC | 94 | $9.48K | 0.00% | +2+2.2% | Added |
| Meeder Asset Management Inc | 91 | $9.19K | 0.00% | −2,564−96.6% | Reduced |
| Horizon Financial Services, LLC | 90 | $9.09K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 92 | $9.00K | 0.00% | −790−89.6% | Reduced |
| Financial Connections Group, Inc. | 98 | $9.00K | 0.00% | +67+216.1% | Added |
| Highline Wealth Partners LLC | 87 | $8.83K | 0.00% | +26+42.6% | Added |
| Vermillion Wealth Management, Inc. | 87 | $8.78K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 100 | $8.67K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 85 | $8.58K | 0.00% | +2+2.4% | Added |
| Boyd Watterson Asset Management LLC | 77 | $7.77K | 0.00% | −68−46.9% | Reduced |
| Proathlete Wealth Management LLC | 76 | $7.67K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 75 | $7.57K | 0.00% | −11−12.8% | Reduced |
| Ravenstone Capital Management Inc. | 75 | $7.57K | 0.00% | +75 | New |
| Eukles Asset Management | 73 | $7.37K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 83 | $7.16K | 0.00% | −16−16.2% | Reduced |
| Cedar Mountain Advisors, LLC | 70 | $7.11K | 0.00% | +1+1.4% | Added |
| Gould Capital, LLC | 70 | $7.07K | 0.00% | −13−15.7% | Reduced |
| ZRC Wealth Management, LLC | 70 | $7.07K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 70 | $7.07K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 70 | $7.07K | 0.00% | +52+288.9% | Added |
| Evolution Advisers, Inc. | 79 | $7.00K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 68 | $6.91K | 0.01% | +1+1.5% | Added |
| Union Bancaire Privee, UBP SA | 68 | $6.88K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 57 | $5.75K | 0.00% | −13−18.6% | Reduced |
| Tortoise Investment Management, LLC | 57 | $5.75K | 0.00% | +31+119.2% | Added |
| Kozak & Associates, Inc. | 53 | $5.39K | 0.00% | −7−11.7% | Reduced |
| Dogwood Wealth Management LLC | 52 | $5.32K | 0.00% | +6+13.0% | Added |
| Pineridge Advisors LLC | 52 | $5.27K | 0.00% | +1+2.0% | Added |
| Luminist Capital LLC | 50 | $5.22K | 0.01% | +50 | New |
| Carolina Wealth Advisors, LLC | 50 | $5.05K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $5.05K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 50 | $5.05K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 50 | $5.05K | 0.00% | +50 | New |
| 1620 Investment Advisors, Inc. | 48 | $4.84K | 0.00% | −8−14.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 47 | $4.73K | 0.00% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 46 | $4.64K | 0.00% | +18+64.3% | Added |
| Signature Resources Capital Management, LLC | 45 | $4.54K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $4.04K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 39 | $3.94K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 38 | $3.88K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 34 | $3.48K | 0.00% | +1+3.0% | Added |
| Transce3nd, LLC | 34 | $3.43K | 0.00% | −95−73.6% | Reduced |
| Newton One Investments LLC | 32 | $3.26K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 31 | $3.13K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 31 | $3.10K | 0.00% | +31 | New |
| Garde Capital, Inc. | 30 | $3.03K | 0.00% | −307−91.1% | Reduced |
| Principia Wealth Advisory, LLC | 30 | $3.03K | 0.00% | +6+25.0% | Added |
| Northwest Capital Management Inc | 30 | $3.00K | 0.00% | −299−90.9% | Reduced |
| Kiker Wealth Management, LLC | 29 | $2.95K | 0.00% | −2,586−98.9% | Reduced |
| First Financial Corp | 29 | $2.93K | 0.00% | −368−92.7% | Reduced |
| Strategic Wealth Designers | 29 | $2.93K | 0.00% | +29 | New |
| Marquette Asset Management, LLC | 28 | $2.83K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 27 | $2.73K | 0.00% | −8,300−99.7% | Reduced |
| Aspect Partners, LLC | 27 | $2.73K | 0.00% | −18−40.0% | Reduced |
| Lowe Wealth Advisors, LLC | 25 | $2.52K | 0.00% | −41−62.1% | Reduced |
| Trifecta Capital Advisors, LLC | 25 | $2.52K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $2.52K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 25 | $2.52K | 0.00% | +25 | New |
| Riggs Asset Managment Co. Inc. | 23 | $2.32K | 0.00% | +17+283.3% | Added |
| Retirement Wealth Solutions LLC | 22 | $2.22K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 21 | $2.12K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 21 | $2.12K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 20 | $2.02K | 0.10% | −3−13.0% | Reduced |
| Atwood & Palmer Inc | 20 | $2.02K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 20 | $2.02K | 0.00% | +20 | New |
| 1 North Wealth Services LLC | 19 | $1.92K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $1.92K | 0.00% | +3+18.8% | Added |
| Holos Integrated Wealth LLC | 22 | $1.91K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 19 | $1.90K | 0.00% | +19 | New |
| Hara Capital LLC | 18 | $1.82K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 18 | $1.82K | 0.00% | +13+260.0% | Added |
| Creative Capital Management Investments LLC | 17 | $1.72K | 0.00% | +17 | New |
| Main Street Group, LTD | 16 | $1.61K | 0.00% | −14−46.7% | Reduced |
| NVWM, LLC | 15 | $1.51K | 0.00% | −4−21.1% | Reduced |