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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 18,604 | $1.55M | 0.03% | −356−1.9% | Reduced |
| Green Square Capital Advisors LLC | 15,412 | $1.56M | 0.19% | 00.0% | Unchanged |
| RFG Advisory, LLC | 18,688 | $1.56M | 0.03% | −12,728−40.5% | Reduced |
| Sigma Planning Corp | 18,690 | $1.56M | 0.04% | −171−0.9% | Reduced |
| Flavin Financial Services, Inc. | 18,779 | $1.57M | 1.11% | +6,629+54.6% | Added |
| Pure Financial Advisors, Inc. | 18,930 | $1.58M | 0.03% | −1,857−8.9% | Reduced |
| Long Run Wealth Advisors, LLC | 18,944 | $1.58M | 0.31% | +4,025+27.0% | Added |
| V-Square Quantitative Management LLC | 18,986 | $1.59M | 0.27% | +2,420+14.6% | Added |
| Oak Harbor Wealth Partners, LLC | 19,117 | $1.60M | 0.39% | −361−1.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,124 | $1.60M | 0.27% | +14,606+323.3% | Added |
| XTX Topco Ltd | 19,129 | $1.60M | 0.08% | +13,176+221.3% | Added |
| Prudential PLC | 19,141 | $1.60M | 0.01% | +5,213+37.4% | Added |
| Atomi Financial Group, Inc. | 19,155 | $1.60M | 0.05% | +149+0.8% | Added |
| Banque Cantonale Vaudoise | 19,182 | $1.60M | 0.06% | +1,800+10.4% | Added |
| Mizuho Markets Cayman LP | 19,308 | $1.61M | 0.14% | +19,308 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 19,316 | $1.61M | 0.11% | −515−2.6% | Reduced |
| Schulhoff & Co Inc | 19,329 | $1.61M | 0.69% | −522−2.6% | Reduced |
| Harvest Investment Services, LLC | 19,344 | $1.62M | 0.33% | −1,072−5.3% | Reduced |
| Janney Capital Management LLC | 19,353 | $1.62M | 0.10% | −80,822−80.7% | Reduced |
| Rehmann Capital Advisory Group | 19,371 | $1.62M | 0.09% | +834+4.5% | Added |
| HBW Advisory Services LLC | 19,402 | $1.62M | 0.18% | +16,876+668.1% | Added |
| Exencial Wealth Advisors, LLC | 19,475 | $1.63M | 0.05% | +720+3.8% | Added |
| Searle & Co. | 19,495 | $1.63M | 0.43% | +1,000+5.4% | Added |
| Fortis Group Advisors, LLC | 16,985 | $1.63M | 0.28% | +16,735+6,694.0% | Added |
| McAdam, LLC | 19,735 | $1.65M | 0.08% | +14,451+273.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 19,769 | $1.65M | 0.08% | −4,353−18.0% | Reduced |
| MUFG Securities Americas Inc. | 19,848 | $1.66M | 0.11% | +3,587+22.1% | Added |
| FLC Capital Advisors | 19,976 | $1.67M | 0.32% | +6,159+44.6% | Added |
| Jensen Investment Management Inc | 20,000 | $1.67M | 0.02% | −1,840−8.4% | Reduced |
| Advanced Asset Management Advisors Inc | 20,000 | $1.67M | 0.45% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 20,040 | $1.67M | 0.70% | +1,034+5.4% | Added |
| Wahed Invest LLC | 20,080 | $1.68M | 0.23% | +126+0.6% | Added |
| Foundations Investment Advisors, LLC | 20,125 | $1.68M | 0.02% | +698+3.6% | Added |
| Wedbush Securities Inc | 20,193 | $1.69M | 0.06% | +2,044+11.3% | Added |
| Whittier Trust Co | 19,463 | $1.69M | 0.02% | −885−4.3% | Reduced |
| Koss-Olinger Consulting, LLC | 16,829 | $1.70M | 0.14% | −20−0.1% | Reduced |
| Pinnacle Associates Ltd | 20,460 | $1.71M | 0.02% | −5,878−22.3% | Reduced |
| CAPROCK Group, Inc. | 19,138 | $1.71M | 0.04% | +19,138 | New |
| Miller Howard Investments Inc | 20,590 | $1.72M | 0.05% | −1,941−8.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 20,592 | $1.72M | 0.13% | +14,477+236.7% | Added |
| Banco Santander, S.A. | 20,651 | $1.72M | 0.02% | +5,263+34.2% | Added |
| Independence Bank of Kentucky | 20,654 | $1.73M | 0.22% | −1,110−5.1% | Reduced |
| QTR Family Wealth, LLC | 20,975 | $1.75M | 0.83% | −583−2.7% | Reduced |
| Teamwork Financial Advisors, LLC | 21,059 | $1.76M | 0.19% | +5,504+35.4% | Added |
| Bonness Enterprises Inc | 21,150 | $1.77M | 0.58% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 21,418 | $1.79M | 0.40% | −10,535−33.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 21,427 | $1.79M | 0.02% | −1,466−6.4% | Reduced |
| Syntax Research, Inc. | 21,473 | $1.79M | 1.15% | +14,970+230.2% | Added |
| Kingswood Wealth Advisors, LLC | 21,525 | $1.80M | 0.11% | +3,562+19.8% | Added |
| Americana Partners, LLC | 21,557 | $1.80M | 0.05% | −1,043−4.6% | Reduced |
| Ascent Group, LLC | 21,573 | $1.80M | 0.06% | −13,577−38.6% | Reduced |
| Investment Research Partners LLC | 18,612 | $1.81M | 0.82% | +18,612 | New |
| ProVise Management Group, LLC | 21,841 | $1.82M | 0.13% | +520+2.4% | Added |
| Washington Trust Advisors, Inc. | 21,915 | $1.83M | 0.14% | +19+0.1% | Added |
| Horizon Investments, LLC | 21,922 | $1.83M | 0.02% | −66,628−75.2% | Reduced |
| Graham Capital Management, L.P. | 21,980 | $1.84M | 0.07% | +21,980 | New |
| Moors & Cabot, Inc. | 21,994 | $1.84M | 0.08% | +2,549+13.1% | Added |
| Sovereign Financial Group, Inc. | 22,042 | $1.84M | 0.34% | +73+0.3% | Added |
| One Capital Management, LLC | 22,177 | $1.85M | 0.06% | −597−2.6% | Reduced |
| Brevan Howard Capital Management LP | 22,190 | $1.85M | 0.03% | −43,436−66.2% | Reduced |
| Huntington National Bank | 22,271 | $1.86M | 0.01% | −10,472−32.0% | Reduced |
| Equitable Holdings, Inc. | 22,277 | $1.86M | 0.01% | +3,202+16.8% | Added |
| Bleakley Financial Group, LLC | 22,424 | $1.87M | 0.04% | −4,701−17.3% | Reduced |
| Peloton Wealth Strategists | 22,471 | $1.88M | 0.74% | +3,250+16.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 22,481 | $1.88M | 0.09% | −642−2.8% | Reduced |
| Vision Capital Management, Inc. | 22,598 | $1.89M | 0.23% | −4,131−15.5% | Reduced |
| Resources Investment Advisors, LLC. | 22,683 | $1.89M | 0.02% | −4,837−17.6% | Reduced |
| BLVD Private Wealth, LLC | 22,765 | $1.90M | 1.63% | +8,109+55.3% | Added |
| Telos Capital Management, Inc. | 22,765 | $1.90M | 0.18% | −70,901−75.7% | Reduced |
| Royal Fund Management, LLC | 22,814 | $1.91M | 0.23% | +1,880+9.0% | Added |
| Tilson Financial Group, Inc. | 22,887 | $1.91M | 0.63% | −30.0% | Reduced |
| Portside Wealth Group, LLC | 22,894 | $1.91M | 0.27% | +3,795+19.9% | Added |
| Tokio Marine Asset Management Co Ltd | 23,049 | $1.93M | 0.07% | +855+3.9% | Added |
| Te Ahumairangi Investment Management Ltd | 23,186 | $1.94M | 0.33% | +4,300+22.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,459 | $1.96M | 0.03% | +53+0.2% | Added |
| Measured Risk Portfolios, Inc. | 23,491 | $1.96M | 2.12% | +691+3.0% | Added |
| Klingenstein Fields & Co LP | 23,626 | $1.97M | 0.07% | −2,874−10.8% | Reduced |
| RiverFront Investment Group, LLC | 23,659 | $1.98M | 0.03% | +16,718+240.9% | Added |
| Dynamic Advisor Solutions LLC | 23,713 | $1.98M | 0.06% | +3,453+17.0% | Added |
| Van Den Berg Management I, Inc | 23,740 | $1.98M | 0.50% | +23,740 | New |
| Farmers & Merchants Investments Inc | 23,982 | $2.00M | 0.06% | −2,077−8.0% | Reduced |
| Independent Investors Inc | 24,028 | $2.01M | 0.39% | −622−2.5% | Reduced |
| Morningstar Investment Management LLC | 24,046 | $2.01M | 0.07% | +15,761+190.2% | Added |
| Brookstone Capital Management | 24,092 | $2.01M | 0.02% | −107,324−81.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 24,128 | $2.02M | 0.01% | −210,080−89.7% | Reduced |
| Moss Adams Wealth Advisors LLC | 24,146 | $2.02M | 0.16% | −1,878−7.2% | Reduced |
| Pavion Blue Capital, LLC | 24,163 | $2.02M | 0.86% | +279+1.2% | Added |
| PEAK6 LLC | 24,508 | $2.05M | 0.05% | +21,165+633.1% | Added |
| Farther Finance Advisors, LLC | 24,609 | $2.06M | 0.03% | +10,271+71.6% | Added |
| Beacon Financial Group | 24,617 | $2.06M | 0.20% | −999−3.9% | Reduced |
| Brookmont Capital Management | 24,716 | $2.06M | 1.15% | −937−3.7% | Reduced |
| Cardinal Capital Management | 24,799 | $2.07M | 0.29% | +612+2.5% | Added |
| Metis Global Partners, LLC | 24,926 | $2.08M | 0.05% | −1,385−5.3% | Reduced |
| DKRT Investments Corp. | 25,000 | $2.09M | 0.50% | 00.0% | Unchanged |
| Shellback Capital, LP | 25,000 | $2.09M | 0.13% | +25,000 | New |
| Norris Financial Group, LLC | 25,066 | $2.09M | 0.76% | +7,216+40.4% | Added |
| Sawyer & Company, Inc | 20,778 | $2.10M | 0.79% | +5,859+39.3% | Added |
| Principal Securities, Inc. | 25,107 | $2.10M | 0.03% | +1,407+5.9% | Added |
| Horrell Capital Management, Inc. | 25,182 | $2.10M | 0.88% | −2,245−8.2% | Reduced |
| Fifth Third Bancorp | 25,198 | $2.10M | 0.01% | −44,444−63.8% | Reduced |