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 |
|---|---|---|---|---|---|
| Sage Mountain Advisors LLC | 11,060 | $923.8K | 0.05% | −4,852−30.5% | Reduced |
| Ballentine Partners, LLC | 11,061 | $923.9K | 0.01% | −1,927−14.8% | Reduced |
| IHT Wealth Management, LLC | 11,027 | $924.0K | 0.02% | −1,158−9.5% | Reduced |
| Carnegie Lake Advisors LLC | 11,115 | $928.4K | 0.36% | −25−0.2% | Reduced |
| Intellectus Partners, LLC | 11,118 | $928.7K | 0.18% | +1,074+10.7% | Added |
| SageView Advisory Group, LLC | 11,123 | $929.1K | 0.03% | +2,318+26.3% | Added |
| JT Stratford LLC | 11,141 | $930.6K | 0.12% | +9,113+449.4% | Added |
| Madison Asset Management, LLC | 11,160 | $932.2K | 0.01% | +221+2.0% | Added |
| Chicago Partners Investment Group LLC | 9,679 | $932.7K | 0.02% | +2,368+32.4% | Added |
| Diversify Advisory Services, LLC | 9,918 | $933.2K | 0.03% | +3,906+65.0% | Added |
| Drucker Wealth 3.0, LLC | 11,176 | $933.5K | 0.17% | −4,575−29.0% | Reduced |
| Vise Technologies, Inc. | 11,188 | $934.5K | 0.03% | −24,285−68.5% | Reduced |
| Farmers National Bank | 11,200 | $935.5K | 0.22% | −17,574−61.1% | Reduced |
| United Community Bank | 11,217 | $937.0K | 0.29% | +4,948+78.9% | Added |
| Centaurus Financial, Inc. | 11,214 | $937.0K | 0.04% | +2,443+27.9% | Added |
| Garner Asset Management Corp | 11,227 | $937.8K | 0.38% | +641+6.1% | Added |
| Potomac Fund Management Inc | 11,234 | $938.4K | 0.04% | +126+1.1% | Added |
| Investors Research Corp | 11,253 | $940.0K | 0.17% | +78+0.7% | Added |
| Octavia Wealth Advisors, LLC | 11,255 | $940.1K | 0.09% | +3,138+38.7% | Added |
| Navalign, LLC | 11,313 | $945.0K | 0.25% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 11,321 | $945.6K | 0.15% | −100−0.9% | Reduced |
| Tiaa Trust, National Association | 11,397 | $952.0K | 0.00% | −887−7.2% | Reduced |
| Quilter Plc | 11,399 | $952.2K | 0.02% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 11,424 | $954.2K | 0.03% | +1,487+15.0% | Added |
| Mendel Money Management | 11,438 | $955.4K | 0.40% | +195+1.7% | Added |
| StoneX Group Inc. | 11,450 | $956.4K | 0.04% | −6,863−37.5% | Reduced |
| Park Place Capital Corp | 11,456 | $956.9K | 0.20% | +253+2.3% | Added |
| Voya Financial Advisors, Inc. | 11,354 | $959.3K | 0.09% | −520−4.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 11,548 | $964.6K | 0.04% | −3,159−21.5% | Reduced |
| Trust Co of Toledo NA | 11,551 | $964.9K | 0.10% | +173+1.5% | Added |
| Excalibur Management Corp | 11,578 | $967.1K | 0.35% | −306−2.6% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 11,613 | $970.0K | 0.01% | +2,185+23.2% | Added |
| Csenge Advisory Group | 11,684 | $975.9K | 0.05% | +771+7.1% | Added |
| Cresset Asset Management, LLC | 11,689 | $976.3K | 0.00% | +256+2.2% | Added |
| Symphony Financial, Ltd. Co. | 11,462 | $976.4K | 0.12% | −571−4.7% | Reduced |
| EverSource Wealth Advisors, LLC | 11,695 | $976.9K | 0.04% | +4,990+74.4% | Added |
| Beacon Financial Advisory LLC | 11,753 | $981.7K | 0.23% | −1,566−11.8% | Reduced |
| Fiduciary Group LLC | 11,768 | $983.0K | 0.09% | +615+5.5% | Added |
| Pinnacle Financial Partners Inc | 11,779 | $983.9K | 0.02% | −8,576−42.1% | Reduced |
| Harbour Investments, Inc. | 11,780 | $984.0K | 0.02% | −173−1.4% | Reduced |
| Versor Investments LP | 11,800 | $985.7K | 0.18% | +4,990+73.3% | Added |
| Gifford Fong Associates | 11,800 | $986.0K | 0.21% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 11,839 | $988.5K | 0.02% | +1,438+13.8% | Added |
| Anb Bank | 11,847 | $989.6K | 0.40% | +869+7.9% | Added |
| Summit Global Investments | 11,918 | $996.0K | 0.06% | −58−0.5% | Reduced |
| Johnson Investment Counsel Inc | 11,937 | $997.1K | 0.01% | −150−1.2% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 12,004 | $1.00M | 1.08% | −1,656−12.1% | Reduced |
| Roberts Glore & Co Inc | 12,051 | $1.01M | 0.28% | +2,076+20.8% | Added |
| Caxton Associates LLP | 12,117 | $1.01M | 0.03% | −878−6.8% | Reduced |
| Auto-Owners Insurance Co | 12,300 | $1.03M | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 12,347 | $1.03M | 0.01% | −4,012−24.5% | Reduced |
| Level Financial Advisors, Inc. | 12,382 | $1.03M | 0.29% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12,405 | $1.04M | 0.21% | +238+2.0% | Added |
| Weaver C. Barksdale & Associates, Inc. | 12,427 | $1.04M | 1.00% | −793−6.0% | Reduced |
| Venturi Wealth Management, LLC | 12,472 | $1.04M | 0.05% | −4,011−24.3% | Reduced |
| Birch Hill Investment Advisors LLC | 12,481 | $1.04M | 0.04% | −2,500−16.7% | Reduced |
| Intrua Financial, LLC | 12,503 | $1.04M | 0.12% | +674+5.7% | Added |
| Mesirow Financial Investment Management, Inc. | 12,506 | $1.04M | 0.02% | +247+2.0% | Added |
| Addison Capital Co | 12,531 | $1.05M | 0.31% | −1,689−11.9% | Reduced |
| Sagespring Wealth Partners, LLC | 12,617 | $1.05M | 0.02% | −2,460−16.3% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 12,645 | $1.06M | 0.26% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 12,791 | $1.07M | 0.02% | −299−2.3% | Reduced |
| Sterneck Capital Management, LLC | 12,810 | $1.07M | 0.50% | −1,900−12.9% | Reduced |
| Tema ETFs LLC | 12,898 | $1.08M | 0.09% | +12,898 | New |
| IFG Advisory, LLC | 12,934 | $1.08M | 0.05% | +6,346+96.3% | Added |
| Thomasville National Bank | 12,954 | $1.08M | 0.07% | +347+2.8% | Added |
| Avidian Wealth Solutions, LLC | 13,033 | $1.09M | 0.04% | −152−1.2% | Reduced |
| Axq Capital, LP | 13,173 | $1.10M | 0.42% | +7,299+124.3% | Added |
| Mfg Wealth Management, Inc. | 13,207 | $1.10M | 0.83% | −3,584−21.3% | Reduced |
| Horst & Graben Wealth Management LLC | 13,238 | $1.11M | 0.17% | +20.0% | Added |
| Alerus Financial NA | 13,247 | $1.11M | 0.06% | −886−6.3% | Reduced |
| Farringdon Capital, Ltd. | 13,259 | $1.11M | 0.28% | +8,063+155.2% | Added |
| Ignite Planners, LLC | 13,276 | $1.11M | 0.18% | −60.0% | Reduced |
| Harvest Investment Advisors, LLC | 13,417 | $1.12M | 0.66% | −2,960−18.1% | Reduced |
| Ostrum Asset Management | 13,425 | $1.12M | 0.05% | +959+7.7% | Added |
| Silvercrest Asset Management Group LLC | 13,448 | $1.12M | 0.01% | −1,191−8.1% | Reduced |
| Canandaigua National Trust Co of Florida | 13,533 | $1.13M | 0.90% | +3,971+41.5% | Added |
| Gateway Investment Advisers LLC | 13,554 | $1.13M | 0.01% | −136,133−90.9% | Reduced |
| Meridian Wealth Management, LLC | 13,583 | $1.13M | 0.04% | +2,295+20.3% | Added |
| Waller Financial Planning Group, Inc | 13,594 | $1.14M | 0.26% | 00.0% | Unchanged |
| Pitcairn Co | 13,666 | $1.14M | 0.09% | −4,313−24.0% | Reduced |
| InvesTrust | 13,675 | $1.14M | 0.42% | +998+7.9% | Added |
| Bryn Mawr Trust Co | 13,681 | $1.14M | 0.03% | −4,257−23.7% | Reduced |
| Berkeley Capital Partners, LLC | 13,692 | $1.14M | 0.27% | −1,228−8.2% | Reduced |
| Kennon-Green & Company, LLC | 13,720 | $1.15M | 0.89% | −2,454−15.2% | Reduced |
| Caldwell Trust Co | 13,743 | $1.15M | 0.11% | +886+6.9% | Added |
| Sunbelt Securities, Inc. | 13,826 | $1.15M | 0.08% | −3,096−18.3% | Reduced |
| Vestcor Inc | 13,933 | $1.16M | 0.03% | −1,472−9.6% | Reduced |
| Rockland Trust Co | 13,981 | $1.17M | 0.05% | +729+5.5% | Added |
| New Century Financial Group, LLC | 13,987 | $1.17M | 2.08% | +13,987 | New |
| Radnor Capital Management, LLC | 13,988 | $1.17M | 0.18% | −1,290−8.4% | Reduced |
| Tritonpoint Wealth, LLC | 13,994 | $1.17M | 0.10% | −1,611−10.3% | Reduced |
| Corbyn Investment Management Inc | 14,000 | $1.17M | 0.34% | −117−0.8% | Reduced |
| Tradition Wealth Management, LLC | 14,066 | $1.17M | 0.09% | +19+0.1% | Added |
| Vinva Investment Management Ltd | 13,911 | $1.18M | 0.02% | −29,029−67.6% | Reduced |
| MUFG Securities EMEA plc | 14,088 | $1.18M | 0.03% | +11,920+549.8% | Added |
| Integrated Advisors Network LLC | 14,152 | $1.18M | 0.05% | +3,022+27.2% | Added |
| Palisade Asset Management, LLC | 14,326 | $1.20M | 0.11% | −406−2.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 14,396 | $1.20M | 0.52% | +14,396 | New |
| Clean Yield Group | 14,458 | $1.21M | 0.34% | +62+0.4% | Added |