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 |
|---|---|---|---|---|---|
| Atwater Malick LLC | 30,364 | $3.06M | 0.97% | +3,077+11.3% | Added |
| Stolper Co | 30,133 | $3.04M | 1.00% | −5,539−15.5% | Reduced |
| IFP Advisors, Inc | 29,979 | $3.03M | 0.09% | +21,475+252.5% | Added |
| Perigon Wealth Management, LLC | 29,950 | $3.02M | 0.07% | +1,755+6.2% | Added |
| PYA Waltman Capital, LLC | 29,930 | $3.02M | 0.87% | +4,975+19.9% | Added |
| Borer Denton & Associates, Inc. | 29,878 | $3.02M | 1.05% | −3,108−9.4% | Reduced |
| Monarch Capital Management Inc | 29,763 | $3.00M | 0.81% | +18+0.1% | Added |
| First Citizens Bank & Trust Co | 29,741 | $3.00M | 0.05% | +21,930+280.8% | Added |
| Achmea Investment Management B.V. | 29,665 | $2.99M | 0.04% | −13,754−31.7% | Reduced |
| North Star Investment Management Corp. | 29,596 | $2.99M | 0.21% | −1,776−5.7% | Reduced |
| Sky Investment Group LLC | 29,565 | $2.98M | 0.52% | −2,989−9.2% | Reduced |
| Mather Group, LLC. | 29,551 | $2.98M | 0.03% | +4,307+17.1% | Added |
| Hilltop Holdings Inc. | 29,438 | $2.97M | 0.19% | +993+3.5% | Added |
| FIL Ltd | 29,258 | $2.95M | 0.00% | +1,995+7.3% | Added |
| Arkadios Wealth Advisors | 29,113 | $2.94M | 0.09% | +1,421+5.1% | Added |
| CMG Global Holdings, LLC | 28,911 | $2.94M | 1.55% | −11,186−27.9% | Reduced |
| Vident Advisory, LLC | 29,019 | $2.93M | 0.03% | +2,877+11.0% | Added |
| Machina Capital S.A.S. | 28,912 | $2.92M | 0.61% | +11,595+67.0% | Added |
| Albion Financial Group | 28,847 | $2.91M | 0.19% | +153+0.5% | Added |
| Farmers National Bank | 28,774 | $2.90M | 0.77% | −257−0.9% | Reduced |
| Signature Wealth Management Group | 28,500 | $2.88M | 1.14% | +514+1.8% | Added |
| Massmutual Trust Co FSB | 28,444 | $2.87M | 0.08% | −2,091−6.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 28,256 | $2.85M | 0.15% | +794+2.9% | Added |
| Colonial Trust Advisors | 28,216 | $2.85M | 0.24% | +25,692+1,017.9% | Added |
| MainStreet Investment Advisors LLC | 28,208 | $2.85M | 0.39% | −2,496−8.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 28,141 | $2.84M | 0.03% | +5,033+21.8% | Added |
| Nomura Holdings Inc | 28,124 | $2.84M | 0.02% | −25,302−47.4% | Reduced |
| GLOBALT Investments LLC | 28,025 | $2.83M | 0.11% | −1,745−5.9% | Reduced |
| Valeo Financial Advisors, LLC | 27,769 | $2.80M | 0.07% | +3,554+14.7% | Added |
| Resources Investment Advisors, LLC. | 27,520 | $2.78M | 0.03% | −1,275−4.4% | Reduced |
| Horrell Capital Management, Inc. | 27,427 | $2.77M | 1.13% | +597+2.2% | Added |
| Change Path, LLC | 27,414 | $2.77M | 0.07% | +12,539+84.3% | Added |
| Argyle Capital Management Inc. | 27,405 | $2.77M | 1.00% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 27,322 | $2.76M | 0.09% | −1,447−5.0% | Reduced |
| Bourne Lent Asset Management Inc | 27,258 | $2.75M | 1.06% | +1,850+7.3% | Added |
| Old Second National Bank of Aurora | 27,243 | $2.75M | 0.60% | +26,805+6,119.9% | Added |
| United Asset Strategies, Inc. | 27,133 | $2.74M | 0.23% | +2,959+12.2% | Added |
| HighPoint Advisor Group LLC | 27,128 | $2.74M | 0.15% | −245−0.9% | Reduced |
| Bleakley Financial Group, LLC | 27,125 | $2.74M | 0.07% | −1,324−4.7% | Reduced |
| CWM Advisors, LLC | 27,031 | $2.73M | 0.30% | +27,031 | New |
| Summit Financial, LLC | 27,029 | $2.73M | 0.06% | −3,598−11.7% | Reduced |
| Morton Community Bank | 27,015 | $2.73M | 0.68% | +1,210+4.7% | Added |
| William Allan, LLC | 26,922 | $2.72M | 1.58% | −3,146−10.5% | Reduced |
| Bokf, NA | 26,806 | $2.71M | 0.04% | +3,090+13.0% | Added |
| Vision Capital Management, Inc. | 26,729 | $2.70M | 0.35% | −53−0.2% | Reduced |
| Advisors Capital Management, LLC | 26,625 | $2.69M | 0.04% | −337,360−92.7% | Reduced |
| Edgestream Partners, L.P. | 26,614 | $2.69M | 0.07% | −11,892−30.9% | Reduced |
| Opus Investment Management Inc | 26,600 | $2.69M | 1.78% | 00.0% | Unchanged |
| LongView Wealth Management | 26,508 | $2.68M | 0.81% | −265−1.0% | Reduced |
| Klingenstein Fields & Co LP | 26,500 | $2.67M | 0.11% | −1,698−6.0% | Reduced |
| Pinnacle Associates Ltd | 26,338 | $2.66M | 0.04% | −24,220−47.9% | Reduced |
| Metis Global Partners, LLC | 26,311 | $2.66M | 0.07% | −5,076−16.2% | Reduced |
| Cohen Investment Advisors LLC | 26,296 | $2.65M | 1.39% | +4,680+21.7% | Added |
| Independence Asset Advisors, LLC | 26,231 | $2.65M | 1.65% | +26,231 | New |
| Clearstead Advisors, LLC | 26,211 | $2.65M | 0.04% | −788−2.9% | Reduced |
| Woodmont Investment Counsel LLC | 26,196 | $2.64M | 0.17% | −51,858−66.4% | Reduced |
| Quantbot Technologies LP | 26,181 | $2.64M | 0.07% | +26,181 | New |
| KMG Fiduciary Partners, LLC | 26,177 | $2.64M | 0.20% | +20.0% | Added |
| Omers Administration Corp | 26,064 | $2.63M | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26,059 | $2.63M | 0.08% | −1,130−4.2% | Reduced |
| Blueshift Asset Management, LLC | 26,044 | $2.63M | 0.81% | +19,309+286.7% | Added |
| Moss Adams Wealth Advisors LLC | 26,024 | $2.63M | 0.24% | +1,444+5.9% | Added |
| Natural Investments, LLC | 26,014 | $2.63M | 0.68% | +978+3.9% | Added |
| Kestra Investment Management, LLC | 24,706 | $2.62M | 0.04% | +10,972+79.9% | Added |
| Frank, Rimerman Advisors LLC | 25,933 | $2.62M | 0.18% | +4,907+23.3% | Added |
| Delta Global Management LP | 25,786 | $2.60M | 0.17% | +25,786 | New |
| Brookmont Capital Management | 25,653 | $2.59M | 1.48% | −605−2.3% | Reduced |
| SAM Advisors, LLC | 25,625 | $2.59M | 0.89% | +2,098+8.9% | Added |
| Beacon Financial Group | 25,616 | $2.59M | 0.27% | −1,847−6.7% | Reduced |
| Jump Financial, LLC | 25,500 | $2.57M | 0.03% | +61+0.2% | Added |
| Cypress Wealth Services, LLC | 25,362 | $2.56M | 0.46% | −91−0.4% | Reduced |
| Empirical Finance, LLC | 25,279 | $2.55M | 0.13% | +163+0.6% | Added |
| FORA Capital, LLC | 25,254 | $2.55M | 0.28% | +21,388+553.2% | Added |
| Jacobi Capital Management LLC | 25,138 | $2.54M | 0.17% | +2,438+10.7% | Added |
| First Pacific Financial | 25,108 | $2.53M | 0.37% | +24,522+4,184.6% | Added |
| Catherine Avery Investment Management LLC | 25,058 | $2.53M | 1.92% | +3,377+15.6% | Added |
| DKRT Investments Corp. | 25,000 | $2.52M | 0.61% | +25,000 | New |
| Chiron Capital Management, LLC | 24,930 | $2.52M | 2.19% | +2,858+12.9% | Added |
| Collar Capital Management, LLC | 24,871 | $2.51M | 2.11% | +24,871 | New |
| Dai-Ichi Life Insurance Company, Ltd | 24,866 | $2.51M | 0.07% | −6,849−21.6% | Reduced |
| Laurel Wealth Advisors LLC | 24,801 | $2.50M | 0.37% | +3,252+15.1% | Added |
| Independent Investors Inc | 24,650 | $2.49M | 0.54% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 24,644 | $2.49M | 0.06% | +4,599+22.9% | Added |
| Griffin Asset Management, Inc. | 24,534 | $2.48M | 0.29% | −1,015−4.0% | Reduced |
| Doheny Asset Management | 24,394 | $2.46M | 1.72% | −1,315−5.1% | Reduced |
| Exeter Financial, LLC | 24,250 | $2.45M | 1.09% | +1,427+6.3% | Added |
| Cardinal Capital Management | 24,187 | $2.44M | 0.36% | +533+2.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 24,122 | $2.43M | 0.12% | +6,263+35.1% | Added |
| RIA Advisory Group LLC | 24,052 | $2.43M | 0.71% | +21,564+866.7% | Added |
| Anderson Hoagland & Co | 23,913 | $2.41M | 0.23% | −2,273−8.7% | Reduced |
| Pavion Blue Capital, LLC | 23,884 | $2.41M | 1.07% | −119−0.5% | Reduced |
| Wolverine Trading, LLC | 23,769 | $2.40M | 0.06% | +19,923+518.0% | Added |
| Principal Securities, Inc. | 23,700 | $2.39M | 0.04% | −18,555−43.9% | Reduced |
| Stanley-Laman Group, Ltd. | 23,682 | $2.39M | 0.36% | −2,347−9.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,406 | $2.36M | 0.04% | +145+0.6% | Added |
| SkyOak Wealth, LLC | 23,401 | $2.36M | 0.47% | +3,417+17.1% | Added |
| Optimist Retirement Group LLC | 23,305 | $2.35M | 1.13% | +3,775+19.3% | Added |
| Leelyn Smith, LLC | 23,257 | $2.35M | 0.39% | +1,330+6.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 23,123 | $2.33M | 0.11% | +656+2.9% | Added |
| Portfolio Design Labs, LLC | 23,034 | $2.33M | 0.46% | −2,674−10.4% | Reduced |