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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 63,231 | $6.38M | 0.08% | −7,937−11.2% | Reduced |
| Vivaldi Capital Management, LLC | 63,165 | $6.38M | 0.96% | −35,684−36.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 62,808 | $6.34M | 1.14% | −7,519−10.7% | Reduced |
| Easterly Investment Partners LLC | 62,605 | $6.32M | 0.45% | +58,289+1,350.5% | Added |
| Hennessy Advisors Inc | 62,600 | $6.32M | 0.21% | −400−0.6% | Reduced |
| Clark & Stuart, Inc | 62,478 | $6.31M | 4.75% | +3,450+5.8% | Added |
| River Road Asset Management, LLC | 73,070 | $6.30M | 0.08% | −28,023−27.7% | Reduced |
| Lee Danner & Bass Inc | 62,261 | $6.28M | 0.49% | −395−0.6% | Reduced |
| Candriam Luxembourg S.C.A. | 62,251 | $6.28M | 0.04% | +1,317+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 62,078 | $6.27M | 0.05% | −10,096−14.0% | Reduced |
| Hi-Line Capital Management, LLC | 61,484 | $6.21M | 2.20% | +16,879+37.8% | Added |
| Federation des caisses Desjardins du Quebec | 61,483 | $6.21M | 0.03% | −34−0.1% | Reduced |
| Kornitzer Capital Management Inc | 61,466 | $6.20M | 0.12% | −4,841−7.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 61,221 | $6.18M | 1.39% | −69−0.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 60,749 | $6.13M | 0.06% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 60,614 | $6.12M | 0.06% | +27,855+85.0% | Added |
| Wealthcare Advisory Partners LLC | 60,606 | $6.12M | 0.14% | −1,030−1.7% | Reduced |
| CX Institutional | 60,165 | $6.07M | 0.21% | +17,152+39.9% | Added |
| Ally Financial Inc. | 60,000 | $6.06M | 0.68% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 59,753 | $6.03M | 0.03% | +22,677+61.2% | Added |
| Sigma Investment Counselors Inc | 59,258 | $5.98M | 0.33% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 59,000 | $5.96M | 1.12% | −16,000−21.3% | Reduced |
| Level Four Advisory Services, LLC | 58,857 | $5.94M | 0.22% | +1,929+3.4% | Added |
| Verition Fund Management LLC | 58,832 | $5.94M | 0.03% | −17,927−23.4% | Reduced |
| Glenview Trust Co | 58,300 | $5.88M | 0.10% | +1,056+1.8% | Added |
| Romano Brothers and Company | 58,214 | $5.88M | 0.73% | −1,643−2.7% | Reduced |
| Viking Fund Management LLC | 58,000 | $5.85M | 0.80% | +1,000+1.8% | Added |
| Shelton Capital Management | 57,859 | $5.84M | 0.13% | −4,427−7.1% | Reduced |
| Wesbanco Bank Inc | 57,546 | $5.81M | 0.17% | −1,758−3.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 57,373 | $5.79M | 0.05% | +892+1.6% | Added |
| O'Shaughnessy Asset Management, LLC | 57,320 | $5.79M | 0.04% | +3,438+6.4% | Added |
| APG Asset Management N.V. | 67,012 | $5.76M | 0.02% | +6,481+10.7% | Added |
| Miramar Capital, LLC | 57,081 | $5.76M | 1.36% | −15,869−21.8% | Reduced |
| Cooper Financial Group | 56,907 | $5.74M | 0.68% | −8,693−13.3% | Reduced |
| Landscape Capital Management, L.L.C. | 56,673 | $5.72M | 0.45% | +13,036+29.9% | Added |
| Nwam LLC | 66,137 | $5.71M | 0.33% | +66,137 | New |
| KCM Investment Advisors LLC | 56,593 | $5.71M | 0.19% | −32,238−36.3% | Reduced |
| Tufton Capital Management | 56,289 | $5.68M | 1.08% | −2,282−3.9% | Reduced |
| Prospera Financial Services Inc | 55,980 | $5.65M | 0.11% | +2,178+4.0% | Added |
| Martin Capital Partners, LLC | 55,866 | $5.64M | 2.21% | +39,706+245.7% | Added |
| Public Sector Pension Investment Board | 55,808 | $5.63M | 0.02% | −43,742−43.9% | Reduced |
| Fairview Capital Investment Management, LLC | 55,753 | $5.63M | 0.29% | −322,329−85.3% | Reduced |
| Ironwood Investment Counsel, LLC | 55,387 | $5.59M | 0.86% | +8,598+18.4% | Added |
| Kestra Private Wealth Services, LLC | 55,329 | $5.58M | 0.08% | −2,179−3.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 55,248 | $5.58M | 0.00% | −3,854−6.5% | Reduced |
| Armstrong Advisory Group, Inc | 54,595 | $5.51M | 0.42% | −13,576−19.9% | Reduced |
| Hendershot Investments Inc. | 54,507 | $5.50M | 0.74% | −6,748−11.0% | Reduced |
| Motley Fool Wealth Management, LLC | 53,940 | $5.44M | 0.33% | −9,749−15.3% | Reduced |
| Lynch & Associates | 53,809 | $5.43M | 1.09% | −784−1.4% | Reduced |
| Integrated Wealth Concepts LLC | 53,799 | $5.43M | 0.05% | +6,382+13.5% | Added |
| Monte Financial Group, LLC | 53,795 | $5.43M | 2.11% | +1,231+2.3% | Added |
| Grace & White Inc | 53,690 | $5.42M | 0.99% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 53,659 | $5.42M | 0.07% | −19,958−27.1% | Reduced |
| Neuberger Berman Group LLC | 53,185 | $5.37M | 0.00% | +6,302+13.4% | Added |
| GAM Holding AG | 53,052 | $5.36M | 0.38% | +205+0.4% | Added |
| UniSuper Management Pty Ltd | 52,461 | $5.30M | 0.04% | +799+1.5% | Added |
| Sompo Asset Management Co., Ltd. | 52,276 | $5.28M | 0.92% | −330−0.6% | Reduced |
| Brown Brothers Harriman & Co | 52,236 | $5.27M | 0.03% | −14,884−22.2% | Reduced |
| Principal Street Partners, LLC | 52,149 | $5.26M | 0.52% | +4,477+9.4% | Added |
| Linscomb & Williams, Inc. | 51,835 | $5.23M | 0.24% | +739+1.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 51,498 | $5.20M | 0.05% | −48,511−48.5% | Reduced |
| Adams Asset Advisors, LLC | 51,480 | $5.20M | 0.73% | +10,711+26.3% | Added |
| Atria Investments LLC | 51,412 | $5.19M | 0.06% | −4,123−7.4% | Reduced |
| Birch Capital Management, LLC | 51,394 | $5.19M | 2.66% | −40−0.1% | Reduced |
| Welch & Forbes LLC | 50,752 | $5.12M | 0.06% | −2,659−5.0% | Reduced |
| Mizuho Securities USA LLC | 50,707 | $5.12M | 0.11% | +50,707 | New |
| AE Wealth Management LLC | 49,712 | $5.02M | 0.04% | +4,885+10.9% | Added |
| Fusion Capital, LLC | 49,711 | $5.02M | 1.72% | +2,812+6.0% | Added |
| PFG Investments, LLC | 49,236 | $4.97M | 0.29% | −123−0.2% | Reduced |
| Community Bank, N.A. | 48,822 | $4.93M | 0.65% | +5,617+13.0% | Added |
| Tocqueville Asset Management L.P. | 48,710 | $4.92M | 0.08% | +21,080+76.3% | Added |
| Iowa State Bank | 48,666 | $4.91M | 0.98% | −7,865−13.9% | Reduced |
| Intellus Advisors LLC | 48,664 | $4.91M | 0.73% | +50.0% | Added |
| Venture Visionary Partners LLC | 48,449 | $4.89M | 0.18% | +23,935+97.6% | Added |
| Skylands Capital, LLC | 48,445 | $4.89M | 0.71% | −1,700−3.4% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 48,164 | $4.86M | 1.54% | +12,202+33.9% | Added |
| Avantax Planning Partners, Inc. | 47,445 | $4.79M | 0.15% | +4,990+11.8% | Added |
| Rowland & Co Investment Counsel | 47,381 | $4.78M | 0.99% | +2,793+6.3% | Added |
| Concurrent Investment Advisors, LLC | 47,355 | $4.78M | 0.09% | +508+1.1% | Added |
| Koshinski Asset Management, Inc. | 47,281 | $4.77M | 0.36% | +108+0.2% | Added |
| Keystone Financial Planning, Inc. | 47,254 | $4.77M | 1.44% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 47,168 | $4.76M | 0.41% | −2,724−5.5% | Reduced |
| Massar Capital Management, LP | 47,131 | $4.76M | 3.57% | +37,264+377.7% | Added |
| Wambolt & Associates, LLC | 45,463 | $4.75M | 1.60% | −27−0.1% | Reduced |
| Commonwealth Retirement Investments LLC | 46,886 | $4.73M | 1.80% | +12,582+36.7% | Added |
| TCTC Holdings, LLC | 46,857 | $4.73M | 0.15% | −18,438−28.2% | Reduced |
| Kentucky Retirement Systems | 46,725 | $4.72M | 0.14% | −3,062−6.2% | Reduced |
| Associated Banc-Corp | 46,613 | $4.71M | 0.13% | −33,232−41.6% | Reduced |
| Woodstock Corp | 46,044 | $4.65M | 0.43% | −665−1.4% | Reduced |
| Lathrop Investment Management Corp | 45,905 | $4.63M | 0.88% | −10,531−18.7% | Reduced |
| Signaturefd, LLC | 45,866 | $4.63M | 0.08% | +345+0.8% | Added |
| Morgan Dempsey Capital Management LLC | 45,768 | $4.62M | 1.93% | −427−0.9% | Reduced |
| Capital Investment Advisory Services, LLC | 45,616 | $4.60M | 0.38% | +11,920+35.4% | Added |
| TownSquare Capital, LLC | 45,067 | $4.55M | 0.44% | −79,899−63.9% | Reduced |
| First National Bank of Omaha | 44,942 | $4.54M | 0.29% | −1,705−3.7% | Reduced |
| Apollon Wealth Management, LLC | 44,705 | $4.51M | 0.09% | −163−0.4% | Reduced |
| Cornerstone Advisors, LLC | 44,400 | $4.48M | 0.15% | +12,300+38.3% | Added |
| Hartford Investment Management Co | 44,192 | $4.46M | 0.14% | −457−1.0% | Reduced |
| Northwest & Ethical Investments L.P. | 43,892 | $4.43M | 0.11% | +17,084+63.7% | Added |
| Alberta Investment Management Corp | 43,700 | $4.41M | 0.03% | +25,300+137.5% | Added |