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, Q3 2025
Institutional positions in United Parcel Service Inc as of Sep 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
- 1,950
- −129 vs. Q2 2025
- Shares held
- 471.7M
- −18.3M (−3.7%) vs. Q2 2025
- Total value
- $39.4B
- −$10.0B (−20.3%) vs. Q2 2025
- New holders
- 148
- 756 more added
- Sold out
- 277
- 850 more reduced
37 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Berkshire Asset Management LLC | 8,478 | $708.1K | 0.03% | −611−6.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,482 | $708.5K | 0.01% | −5,230−38.1% | Reduced |
| Crowley Wealth Management, Inc. | 8,496 | $709.7K | 0.56% | −278−3.2% | Reduced |
| Access Investment Management LLC | 8,500 | $710.0K | 0.19% | +660+8.4% | Added |
| Tweedy, Browne Co LLC | 8,546 | $713.8K | 0.06% | +8,546 | New |
| Applied Capital LLC | 8,552 | $714.3K | 0.51% | −92−1.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,571 | $715.9K | 0.03% | −3,421−28.5% | Reduced |
| Cidel Asset Management Inc | 8,590 | $717.5K | 0.04% | +1,052+14.0% | Added |
| Modern Wealth Management, LLC | 8,597 | $718.1K | 0.01% | −179−2.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,606 | $718.9K | 0.09% | +748+9.5% | Added |
| Pinnacle West Asset Management, Inc. | 8,660 | $723.0K | 0.47% | +1,570+22.1% | Added |
| Bard Financial Services, Inc. | 8,675 | $724.6K | 0.08% | +1,150+15.3% | Added |
| Summit Wealth Group LLC | 4,652 | $725.2K | 0.10% | −11,271−70.8% | Reduced |
| Sharp Financial Services, LLC | 8,725 | $728.8K | 0.40% | +6,685+327.7% | Added |
| Baxter Bros Inc | 8,783 | $733.6K | 0.08% | −1,750−16.6% | Reduced |
| Mission Wealth Management, LP | 8,789 | $734.2K | 0.02% | −3,010−25.5% | Reduced |
| Coldstream Capital Management Inc | 8,792 | $734.4K | 0.01% | −1,615−15.5% | Reduced |
| Carlson Capital L P | 8,800 | $735.1K | 0.42% | +8,800 | New |
| Inceptionr LLC | 8,828 | $737.4K | 0.18% | +8,828 | New |
| Beese Fulmer Investment Management, Inc. | 8,832 | $737.7K | 0.05% | −93−1.0% | Reduced |
| Studio Investment Management LLC | 8,842 | $738.6K | 0.14% | +1,607+22.2% | Added |
| BluePath Capital Management, LLC | 8,894 | $742.9K | 0.54% | +2,703+43.7% | Added |
| Wellington Shields & Co., LLC | 8,900 | $743.4K | 0.19% | +1,500+20.3% | Added |
| Oarsman Capital, Inc. | 9,057 | $756.5K | 0.11% | −1,271−12.3% | Reduced |
| Financial Consulate, Inc | 9,057 | $756.5K | 0.11% | +9,057 | New |
| Portland Investment Counsel Inc. | 9,100 | $760.1K | 0.21% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 9,104 | $760.5K | 0.07% | +1,402+18.2% | Added |
| Aster Capital Management (DIFC) Ltd | 9,164 | $765.5K | 0.39% | +9,164 | New |
| Opinicus Capital, Inc. | 9,179 | $766.7K | 0.53% | +171+1.9% | Added |
| Westbourne Investments, Inc. | 7,785 | $769.9K | 0.37% | +846+12.2% | Added |
| Strategic Blueprint, LLC | 9,225 | $770.6K | 0.03% | +585+6.8% | Added |
| Howard Capital Management Inc. | 9,254 | $773.0K | 0.01% | +856+10.2% | Added |
| Perpetual Ltd | 9,277 | $774.9K | 0.01% | −8,104−46.6% | Reduced |
| Norden Group LLC | 9,277 | $774.9K | 0.08% | +778+9.2% | Added |
| Roundview Capital LLC | 9,301 | $776.9K | 0.05% | −939−9.2% | Reduced |
| Greenwood Capital Associates LLC | 9,333 | $779.6K | 0.09% | +105+1.1% | Added |
| Fulton Bank, N.A. | 9,351 | $781.1K | 0.03% | −6,493−41.0% | Reduced |
| Everstar Asset Management, LLC | 9,354 | $781.3K | 0.44% | +9,354 | New |
| Meeder Advisory Services, Inc. | 9,370 | $782.7K | 0.04% | −1,617−14.7% | Reduced |
| ForthRight Wealth Management, LLC | 9,447 | $789.1K | 0.23% | +5+0.1% | Added |
| Boothbay Fund Management, LLC | 9,490 | $792.7K | 0.02% | +9,490 | New |
| Dark Forest Capital Management LP | 9,499 | $793.5K | 0.03% | −26,418−73.6% | Reduced |
| Vaughan & Co Securities, Inc. | 9,507 | $794.1K | 0.42% | +4,346+84.2% | Added |
| Chicago Trust Co NA | 9,567 | $799.1K | 0.11% | −605−5.9% | Reduced |
| 1248 Management, LLC | 9,634 | $804.7K | 0.45% | 00.0% | Unchanged |
| Moneywise, Inc. | 9,668 | $807.6K | 0.37% | −20−0.2% | Reduced |
| Occudo Quantitative Strategies LP | 9,678 | $808.4K | 0.10% | −53,601−84.7% | Reduced |
| Abundance Wealth Counselors | 9,684 | $808.9K | 0.14% | +707+7.9% | Added |
| Centiva Capital, LP | 9,700 | $810.2K | 0.08% | +9,700 | New |
| Investor's Fiduciary Advisor Network, LLC | 9,735 | $813.0K | 0.28% | +1,452+17.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 9,737 | $813.3K | 0.25% | +671+7.4% | Added |
| MBL Wealth, LLC | 9,775 | $816.5K | 0.07% | +9,775 | New |
| Keystone Financial Group | 9,515 | $819.4K | 0.06% | −1,070−10.1% | Reduced |
| Carmel Capital Partners, LLC | 9,846 | $822.4K | 0.35% | −8,956−47.6% | Reduced |
| Copia Wealth Management | 9,846 | $822.4K | 0.61% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 9,860 | $823.6K | 0.42% | −270−2.7% | Reduced |
| Mengis Capital Management, Inc. | 9,888 | $826.0K | 0.16% | −4,683−32.1% | Reduced |
| Miller Investment Management, LP | 9,947 | $830.9K | 0.08% | −6,760−40.5% | Reduced |
| Savvy Advisors, Inc. | 9,979 | $833.5K | 0.04% | +216+2.2% | Added |
| Cora Capital Advisors LLC | 9,996 | $835.0K | 0.36% | +1,739+21.1% | Added |
| Mariner Investment Group LLC | 10,000 | $835.3K | 0.26% | +10,000 | New |
| O'Keefe Stevens Advisory, Inc. | 10,017 | $836.8K | 0.23% | +656+7.0% | Added |
| Cornercap Investment Counsel Inc | 10,028 | $837.6K | 0.42% | −165−1.6% | Reduced |
| Twin City Private Wealth, LLC | 10,062 | $840.5K | 0.66% | −784−7.2% | Reduced |
| Moloney Securities Asset Management, LLC | 10,080 | $842.0K | 0.10% | −1,391−12.1% | Reduced |
| Millennium Capital Advisors, LLC | 10,083 | $842.2K | 0.51% | −3,508−25.8% | Reduced |
| Renasant Bank | 10,085 | $842.4K | 0.53% | +744+8.0% | Added |
| Curbstone Financial Management Corp | 10,144 | $847.3K | 0.16% | −128−1.2% | Reduced |
| Larson Financial Group LLC | 10,165 | $849.1K | 0.03% | +692+7.3% | Added |
| Citizens Financial Group Inc | 10,169 | $849.4K | 0.01% | −764−7.0% | Reduced |
| VCI Wealth Management LLC | 10,172 | $849.7K | 0.26% | +10,172 | New |
| Hedges Asset Management LLC | 10,200 | $852.0K | 0.65% | +500+5.2% | Added |
| Carson Advisory Inc. | 10,236 | $855.0K | 0.46% | −951−8.5% | Reduced |
| CSS LLC | 10,244 | $855.7K | 0.05% | +2,024+24.6% | Added |
| Roehl & Yi Investment Advisors, LLC | 10,322 | $862.2K | 0.38% | +2,672+34.9% | Added |
| Western Wealth Management, LLC | 10,348 | $864.3K | 0.05% | −253−2.4% | Reduced |
| Texas Bank & Trust Co | 10,375 | $866.6K | 0.33% | −259−2.4% | Reduced |
| Amplius Wealth Advisors, LLC | 10,400 | $868.7K | 0.08% | +2,133+25.8% | Added |
| Rice Partnership, LLC | 10,439 | $872.0K | 0.12% | −2,000−16.1% | Reduced |
| Castlekeep Investment Advisors LLC | 10,486 | $875.9K | 0.41% | −1,378−11.6% | Reduced |
| Plimoth Trust Co LLC | 10,505 | $877.5K | 0.20% | −818−7.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,840 | $878.0K | 0.29% | −223−2.2% | Reduced |
| Charter Research & Investment Group, Inc. | 10,515 | $878.3K | 0.61% | −205−1.9% | Reduced |
| KPP Advisory Services LLC | 10,547 | $881.0K | 0.13% | +157+1.5% | Added |
| Carnegie Capital Asset Management, LLC | 10,557 | $881.8K | 0.02% | −3,605−25.5% | Reduced |
| Adviser Investments LLC | 10,564 | $882.4K | 0.01% | −2,151−16.9% | Reduced |
| First National Advisers, LLC | 10,688 | $892.8K | 0.12% | −536−4.8% | Reduced |
| Cypress Capital Group | 10,711 | $894.7K | 0.11% | −3,772−26.0% | Reduced |
| Twin Lakes Capital Management, LLC | 10,714 | $894.9K | 0.41% | +143+1.4% | Added |
| Davis R M Inc | 10,720 | $895.5K | 0.02% | −410−3.7% | Reduced |
| CoreCap Advisors, LLC | 10,727 | $896.1K | 0.03% | −944−8.1% | Reduced |
| Stiles Financial Services Inc | 10,756 | $898.5K | 0.28% | −2,364−18.0% | Reduced |
| New England Research & Management, Inc. | 10,810 | $903.0K | 0.41% | −1,850−14.6% | Reduced |
| Flagship Harbor Advisors, LLC | 10,830 | $904.6K | 0.04% | +3,658+51.0% | Added |
| Goldstone Financial Group, LLC | 10,850 | $906.3K | 0.11% | +20.0% | Added |
| Tower Research Capital LLC (TRC) | 10,929 | $912.9K | 0.03% | −10,707−49.5% | Reduced |
| Consolidated Portfolio Review Corp | 10,989 | $917.9K | 0.12% | −4,193−27.6% | Reduced |
| Optimum Investment Advisors | 11,009 | $919.6K | 0.36% | −625−5.4% | Reduced |
| Dakota Wealth Management | 11,051 | $923.1K | 0.02% | −5,493−33.2% | Reduced |
| Montag A & Associates Inc | 11,051 | $923.1K | 0.04% | −1,096−9.0% | Reduced |