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 |
|---|---|---|---|---|---|
| Mairs & Power Inc | 25,275 | $2.11M | 0.02% | −17,037−40.3% | Reduced |
| Valeo Financial Advisors, LLC | 25,300 | $2.11M | 0.05% | −2,469−8.9% | Reduced |
| Cypress Wealth Services, LLC | 25,396 | $2.12M | 0.35% | +34+0.1% | Added |
| Kingsview Wealth Management, LLC | 25,480 | $2.13M | 0.03% | −13,205−34.1% | Reduced |
| Advisors Capital Management, LLC | 25,522 | $2.13M | 0.03% | −1,103−4.1% | Reduced |
| Empirical Finance, LLC | 25,532 | $2.13M | 0.10% | +253+1.0% | Added |
| Laurel Wealth Advisors LLC | 25,670 | $2.14M | 0.30% | +869+3.5% | Added |
| Capital Square, LLC | 25,677 | $2.14M | 1.09% | +6,044+30.8% | Added |
| First Citizens Bank & Trust Co | 25,684 | $2.15M | 0.05% | −4,057−13.6% | Reduced |
| APG Asset Management N.V. | 30,212 | $2.15M | 0.01% | −36,800−54.9% | Reduced |
| Natural Investments, LLC | 25,885 | $2.16M | 0.54% | −129−0.5% | Reduced |
| Allstate Corp | 25,978 | $2.17M | 0.05% | +25,978 | New |
| Leelyn Smith, LLC | 26,058 | $2.18M | 0.33% | +2,801+12.0% | Added |
| Omers Administration Corp | 26,064 | $2.18M | 0.02% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 26,083 | $2.18M | 0.77% | −1,175−4.3% | Reduced |
| Harvest Portfolios Group Inc. | 26,090 | $2.18M | 0.04% | +6,403+32.5% | Added |
| Independence Asset Advisors, LLC | 26,231 | $2.19M | 0.93% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 26,365 | $2.20M | 0.05% | +1,721+7.0% | Added |
| Oak Thistle LLC | 26,441 | $2.21M | 0.34% | +26,441 | New |
| Ables, Iannone, Moore & Associates, Inc. | 26,539 | $2.22M | 1.27% | +5,936+28.8% | Added |
| Perkins Coie Trust Co | 26,556 | $2.22M | 0.42% | +3,710+16.2% | Added |
| Ethic Inc. | 26,574 | $2.22M | 0.04% | −6,544−19.8% | Reduced |
| Opus Investment Management Inc | 26,600 | $2.22M | 1.38% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 26,364 | $2.23M | 0.01% | −2,868−9.8% | Reduced |
| Cohen Klingenstein LLC | 26,741 | $2.23M | 0.07% | −581−2.1% | Reduced |
| Motco | 26,814 | $2.24M | 0.20% | +321+1.2% | Added |
| Griffin Asset Management, Inc. | 26,909 | $2.25M | 0.25% | +2,375+9.7% | Added |
| HF Advisory Group, LLC | 26,915 | $2.25M | 0.83% | +6,011+28.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,941 | $2.25M | 0.02% | −1,200−4.3% | Reduced |
| Bokf, NA | 27,055 | $2.26M | 0.03% | +249+0.9% | Added |
| KCM Investment Advisors LLC | 27,079 | $2.26M | 0.07% | −29,514−52.2% | Reduced |
| United Asset Strategies, Inc. | 27,165 | $2.27M | 0.18% | +32+0.1% | Added |
| Old Second National Bank of Aurora | 27,191 | $2.27M | 0.47% | −52−0.2% | Reduced |
| CMG Global Holdings, LLC | 27,035 | $2.27M | 1.11% | −1,876−6.5% | Reduced |
| WBI Investments | 27,251 | $2.28M | 0.58% | −8,269−23.3% | Reduced |
| Blueshift Asset Management, LLC | 27,262 | $2.28M | 0.70% | +1,218+4.7% | Added |
| CWM Advisors, LLC | 27,351 | $2.28M | 0.22% | +320+1.2% | Added |
| Hilltop Holdings Inc. | 27,398 | $2.29M | 0.12% | −2,040−6.9% | Reduced |
| Argyle Capital Management Inc. | 27,405 | $2.29M | 0.79% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 27,442 | $2.29M | 0.33% | +3,760+15.9% | Added |
| GM Advisory Group, Inc. | 27,581 | $2.30M | 0.10% | +8,000+40.9% | Added |
| Chiron Capital Management, LLC | 27,831 | $2.32M | 1.99% | +2,901+11.6% | Added |
| Cladis Investment Advisory, LLC | 27,936 | $2.33M | 1.34% | +8,344+42.6% | Added |
| Charter Trust Co | 28,024 | $2.34M | 0.14% | −7,888−22.0% | Reduced |
| First Pacific Financial | 28,230 | $2.36M | 0.33% | +3,122+12.4% | Added |
| Borer Denton & Associates, Inc. | 28,528 | $2.38M | 0.79% | −1,350−4.5% | Reduced |
| Delta Global Management LP | 28,584 | $2.39M | 0.17% | +2,798+10.9% | Added |
| Change Path, LLC | 28,587 | $2.39M | 0.06% | +1,173+4.3% | Added |
| Quantitative Investment Management, LLC | 28,615 | $2.39M | 0.33% | +25,707+884.0% | Added |
| Jacobi Capital Management LLC | 28,647 | $2.39M | 0.15% | +3,509+14.0% | Added |
| Commerce Bank | 28,957 | $2.42M | 0.01% | −1,714−5.6% | Reduced |
| Signature Wealth Management Group | 29,019 | $2.42M | 0.94% | +519+1.8% | Added |
| Miller Financial Services LLC | 29,444 | $2.46M | 2.84% | +6,603+28.9% | Added |
| Monarch Capital Management Inc | 29,532 | $2.47M | 0.60% | −231−0.8% | Reduced |
| Achmea Investment Management B.V. | 29,665 | $2.48M | 0.03% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 29,932 | $2.50M | 0.06% | +5,066+20.4% | Added |
| KMG Fiduciary Partners, LLC | 29,986 | $2.50M | 0.17% | +3,809+14.6% | Added |
| Cohen Investment Advisors LLC | 30,024 | $2.51M | 1.22% | +3,728+14.2% | Added |
| Stolper Co | 30,139 | $2.52M | 0.76% | +60.0% | Added |
| Redmond Asset Management, LLC | 30,721 | $2.57M | 0.63% | −926−2.9% | Reduced |
| Baker Avenue Asset Management, LP | 30,769 | $2.57M | 0.06% | −117−0.4% | Reduced |
| William Allan, LLC | 30,771 | $2.57M | 1.44% | +3,849+14.3% | Added |
| Neuberger Berman Group LLC | 30,808 | $2.57M | 0.00% | −22,377−42.1% | Reduced |
| Resources Management Corp | 30,819 | $2.57M | 0.33% | −10,971−26.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 30,538 | $2.58M | 0.00% | −2,088−6.4% | Reduced |
| Siemens Fonds Invest GmbH | 30,886 | $2.58M | 0.14% | −6,443−17.3% | Reduced |
| Bulltick Wealth Management, LLC | 31,000 | $2.59M | 0.61% | +31,000 | New |
| Collar Capital Management, LLC | 31,096 | $2.60M | 1.83% | +6,225+25.0% | Added |
| Benin Management CORP | 31,135 | $2.60M | 0.62% | −1,743−5.3% | Reduced |
| Fisher Funds Management LTD | 31,258 | $2.61M | 0.07% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 31,286 | $2.61M | 0.13% | −58,427−65.1% | Reduced |
| Tower Bridge Advisors | 31,311 | $2.62M | 0.26% | −1,550−4.7% | Reduced |
| Rodgers Brothers Inc. | 31,323 | $2.62M | 0.32% | −2,718−8.0% | Reduced |
| Canandaigua National Bank & Trust Co | 31,450 | $2.63M | 0.23% | +10,633+51.1% | Added |
| Hussman Strategic Advisors, Inc. | 31,500 | $2.63M | 0.57% | +31,500 | New |
| Butensky & Cohen Financial Security, Inc | 31,504 | $2.63M | 0.73% | −899−2.8% | Reduced |
| E. Ohman J:or Asset Management AB | 31,514 | $2.63M | 0.06% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 31,863 | $2.66M | 0.71% | +12,480+64.4% | Added |
| Hillman Capital Management, Inc. | 31,884 | $2.66M | 1.55% | +31,884 | New |
| Gladstone Institutional Advisory LLC | 32,121 | $2.68M | 0.10% | −140.0% | Reduced |
| Texas Yale Capital Corp. | 32,178 | $2.69M | 0.08% | −7,325−18.5% | Reduced |
| XML Financial, LLC | 32,274 | $2.70M | 0.22% | −5,800−15.2% | Reduced |
| Rench Wealth Management, Inc. | 32,325 | $2.70M | 0.79% | −600−1.8% | Reduced |
| Iowa State Bank | 32,378 | $2.70M | 0.51% | −16,288−33.5% | Reduced |
| Arkadios Wealth Advisors | 32,630 | $2.73M | 0.07% | +3,517+12.1% | Added |
| First National Trust Co | 32,745 | $2.74M | 0.09% | −7,820−19.3% | Reduced |
| Lonestar Capital Management LLC | 33,000 | $2.76M | 1.92% | +33,000 | New |
| New Mexico Educational Retirement Board | 33,162 | $2.77M | 0.09% | −1,000−2.9% | Reduced |
| Vident Advisory, LLC | 33,188 | $2.77M | 0.03% | +4,169+14.4% | Added |
| Guyasuta Investment Advisors Inc | 33,277 | $2.78M | 0.16% | −7,100−17.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 33,509 | $2.80M | 0.01% | −34,022−50.4% | Reduced |
| NorthRock Partners, LLC | 33,758 | $2.82M | 0.05% | +15,728+87.2% | Added |
| Am Investment Strategies LLC | 33,814 | $2.82M | 0.61% | +12,241+56.7% | Added |
| Summit Trail Advisors, LLC | 33,830 | $2.83M | 0.04% | −1,636−4.6% | Reduced |
| PDS Planning, Inc | 33,847 | $2.83M | 0.20% | −934−2.7% | Reduced |
| Employees Retirement System of Texas | 33,944 | $2.83M | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 34,010 | $2.84M | 0.02% | −3,796−10.0% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 28,256 | $2.85M | 0.15% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 34,235 | $2.86M | 0.82% | +11,729+52.1% | Added |
| Savant Capital, LLC | 34,250 | $2.86M | 0.02% | −3,366−8.9% | Reduced |