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 |
|---|---|---|---|---|---|
| Intellus Advisors LLC | 48,670 | $4.07M | 0.56% | +60.0% | Added |
| AE Wealth Management LLC | 49,369 | $4.12M | 0.03% | −343−0.7% | Reduced |
| ExodusPoint Capital Management, LP | 49,472 | $4.13M | 0.06% | −27,363−35.6% | Reduced |
| Skylands Capital, LLC | 49,540 | $4.14M | 0.57% | +1,095+2.3% | Added |
| Tocqueville Asset Management L.P. | 49,589 | $4.14M | 0.06% | +879+1.8% | Added |
| Integrated Wealth Concepts LLC | 49,750 | $4.16M | 0.04% | −4,049−7.5% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 47,897 | $4.16M | 1.52% | +4,437+10.2% | Added |
| Kamunting Street Capital Management, L.P. | 50,000 | $4.18M | 3.11% | +50,000 | New |
| Boyer & Corporon Wealth Management, LLC | 50,234 | $4.20M | 1.26% | +2,070+4.3% | Added |
| Apollon Wealth Management, LLC | 50,267 | $4.20M | 0.07% | +5,562+12.4% | Added |
| Birch Capital Management, LLC | 50,390 | $4.21M | 2.15% | −1,004−2.0% | Reduced |
| Commonwealth Retirement Investments LLC | 50,807 | $4.24M | 1.44% | +3,921+8.4% | Added |
| Vivaldi Capital Management, LLC | 50,836 | $4.25M | 0.60% | −12,329−19.5% | Reduced |
| Steel Peak Wealth Management LLC | 51,288 | $4.28M | 0.14% | +38,587+303.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 51,636 | $4.31M | 0.12% | −38,491−42.7% | Reduced |
| TownSquare Capital, LLC | 51,775 | $4.32M | 0.65% | +6,708+14.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 52,006 | $4.34M | 0.04% | +508+1.0% | Added |
| Morgan Dempsey Capital Management LLC | 52,206 | $4.36M | 1.94% | +6,438+14.1% | Added |
| GAM Holding AG | 52,212 | $4.36M | 0.27% | −840−1.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 52,337 | $4.37M | 0.00% | −2,911−5.3% | Reduced |
| Stratos Wealth Partners, LTD. | 52,586 | $4.39M | 0.05% | −1,073−2.0% | Reduced |
| AustralianSuper Pty Ltd | 53,002 | $4.43M | 0.02% | −24,769−31.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 53,248 | $4.45M | 0.03% | −4,072−7.1% | Reduced |
| Wealthedge Investment Advisors, LLC | 53,403 | $4.46M | 1.69% | +19,009+55.3% | Added |
| Grace & White Inc | 53,690 | $4.48M | 0.79% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 53,731 | $4.49M | 0.03% | −91,224−62.9% | Reduced |
| Advisory Services Network, LLC | 53,811 | $4.49M | 0.07% | +3,705+7.4% | Added |
| JustInvest LLC | 53,955 | $4.51M | 0.05% | −20,488−27.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 54,339 | $4.54M | 0.49% | +13,952+34.5% | Added |
| Brown Brothers Harriman & Co | 54,416 | $4.55M | 0.03% | +2,180+4.2% | Added |
| Level Four Advisory Services, LLC | 54,419 | $4.55M | 0.16% | −4,438−7.5% | Reduced |
| Linscomb & Williams, Inc. | 54,595 | $4.56M | 0.20% | +2,760+5.3% | Added |
| Concurrent Investment Advisors, LLC | 55,064 | $4.60M | 0.08% | +7,709+16.3% | Added |
| Tufton Capital Management | 55,497 | $4.63M | 0.83% | −792−1.4% | Reduced |
| Altrius Capital Management Inc | 55,747 | $4.66M | 1.06% | +12,090+27.7% | Added |
| Mizuho Securities USA LLC | 53,609 | $4.69M | 0.09% | +2,902+5.7% | Added |
| PFG Investments, LLC | 56,432 | $4.71M | 0.24% | +7,196+14.6% | Added |
| Cooper Financial Group | 56,978 | $4.76M | 0.53% | +71+0.1% | Added |
| Cove Private Wealth, LLC | 57,306 | $4.79M | 1.52% | +50,993+807.7% | Added |
| Teachers Retirement System of the State of Kentucky | 57,373 | $4.79M | 0.04% | 00.0% | Unchanged |
| Glenview Trust Co | 57,465 | $4.80M | 0.08% | −835−1.4% | Reduced |
| Sovereign's Capital Management, LLC | 57,541 | $4.81M | 2.61% | +39,293+215.3% | Added |
| Generali Asset Management SPA SGR | 57,608 | $4.81M | 0.10% | −16,069−21.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 58,390 | $4.88M | 0.02% | −3,093−5.0% | Reduced |
| Viking Fund Management LLC | 58,500 | $4.89M | 0.59% | +500+0.9% | Added |
| Ironwood Investment Counsel, LLC | 58,604 | $4.90M | 0.71% | +3,217+5.8% | Added |
| Sigma Investment Counselors Inc | 59,258 | $4.95M | 0.26% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 59,294 | $4.95M | 0.12% | +15,402+35.1% | Added |
| Intech Investment Management LLC | 59,334 | $4.96M | 0.04% | −27,719−31.8% | Reduced |
| FORA Capital, LLC | 59,406 | $4.96M | 0.88% | +34,152+135.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 59,470 | $4.97M | 0.04% | −1,279−2.1% | Reduced |
| HighPoint Advisor Group LLC | 59,644 | $4.98M | 0.24% | +32,516+119.9% | Added |
| Candriam Luxembourg S.C.A. | 59,773 | $4.99M | 0.03% | −2,478−4.0% | Reduced |
| Elo Mutual Pension Insurance Co | 59,933 | $5.01M | 0.08% | +27,939+87.3% | Added |
| Ally Financial Inc. | 60,000 | $5.01M | 0.62% | 00.0% | Unchanged |
| First Manhattan Co | 60,000 | $5.01M | 0.01% | −7,818−11.5% | Reduced |
| Kestra Private Wealth Services, LLC | 60,032 | $5.01M | 0.07% | +4,703+8.5% | Added |
| Romano Brothers and Company | 60,260 | $5.03M | 0.58% | +2,046+3.5% | Added |
| Soltis Investment Advisors LLC | 60,852 | $5.08M | 0.35% | +18,926+45.1% | Added |
| Wealthcare Advisory Partners LLC | 60,856 | $5.08M | 0.11% | +250+0.4% | Added |
| Ieq Capital, LLC | 61,107 | $5.10M | 0.02% | −43,712−41.7% | Reduced |
| Qsemble Capital Management, LP | 61,481 | $5.14M | 0.50% | −11,876−16.2% | Reduced |
| Stonegate Investment Group, LLC | 61,856 | $5.17M | 0.12% | −4,368−6.6% | Reduced |
| Nwam LLC | 59,560 | $5.17M | 0.28% | −6,577−9.9% | Reduced |
| Hennessy Advisors Inc | 62,200 | $5.20M | 0.18% | −400−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 62,550 | $5.22M | 0.05% | −28,200−31.1% | Reduced |
| Hi-Line Capital Management, LLC | 62,955 | $5.26M | 1.66% | +1,471+2.4% | Added |
| Public Sector Pension Investment Board | 64,290 | $5.37M | 0.02% | +8,482+15.2% | Added |
| Independent Advisor Alliance | 64,297 | $5.37M | 0.14% | +22,380+53.4% | Added |
| Miracle Mile Advisors, LLC | 64,506 | $5.39M | 0.08% | −1,321−2.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 65,132 | $5.44M | 1.20% | +3,911+6.4% | Added |
| UniSuper Management Pty Ltd | 65,200 | $5.45M | 0.03% | +12,739+24.3% | Added |
| Fisher Asset Management, LLC | 66,927 | $5.59M | 0.00% | −7,404−10.0% | Reduced |
| Monte Financial Group, LLC | 67,098 | $5.60M | 2.06% | +13,303+24.7% | Added |
| United Advisor Group, LLC | 67,236 | $5.62M | 0.76% | +2,847+4.4% | Added |
| Allianz SE | 67,936 | $5.67M | 0.12% | −151−0.2% | Reduced |
| Kiltearn Partners LLP | 68,400 | $5.71M | 1.15% | +4,800+7.5% | Added |
| Lido Advisors, LLC | 69,023 | $5.77M | 0.02% | −8,504−11.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 69,584 | $5.81M | 0.17% | −10,353−13.0% | Reduced |
| BancorpSouth Bank | 70,229 | $5.87M | 0.36% | −2,989−4.1% | Reduced |
| NewSquare Capital LLC | 70,410 | $5.88M | 0.40% | +3,098+4.6% | Added |
| Everett Harris & Co | 70,854 | $5.92M | 0.07% | −4,011−5.4% | Reduced |
| Intact Investment Management Inc. | 71,300 | $5.96M | 0.18% | −11,000−13.4% | Reduced |
| Cullinan Associates Inc | 71,550 | $5.98M | 0.39% | −832−1.1% | Reduced |
| CX Institutional | 71,657 | $5.99M | 0.18% | +11,492+19.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 71,686 | $5.99M | 1.17% | −7,540−9.5% | Reduced |
| Olstein Capital Management, L.P. | 73,000 | $6.10M | 1.15% | +14,000+23.7% | Added |
| Avanza Fonder AB | 73,238 | $6.12M | 0.16% | +1,141+1.6% | Added |
| Stonebridge Capital Advisors LLC | 73,337 | $6.13M | 0.44% | −4,351−5.6% | Reduced |
| Sage Capital Advisors,llc | 74,244 | $6.20M | 1.47% | +680+0.9% | Added |
| Rafferty Asset Management, LLC | 74,621 | $6.23M | 0.02% | +2,813+3.9% | Added |
| Pathstone Holdings, LLC | 74,758 | $6.24M | 0.02% | −3,155−4.0% | Reduced |
| Landscape Capital Management, L.L.C. | 75,113 | $6.27M | 0.40% | +18,440+32.5% | Added |
| Captrust Financial Advisors | 75,351 | $6.29M | 0.01% | +3,869+5.4% | Added |
| United Capital Financial Advisers, LLC | 75,948 | $6.34M | 0.05% | −6,318−7.7% | Reduced |
| Eisler Capital Management Ltd. | 76,217 | $6.35M | 0.14% | +42,987+129.4% | Added |
| Live Oak Private Wealth LLC | 77,117 | $6.44M | 0.90% | +9,208+13.6% | Added |
| Snowden Capital Advisors LLC | 77,185 | $6.45M | 0.18% | +11,585+17.7% | Added |
| Heritage Investors Management Corp | 77,547 | $6.48M | 0.19% | −770−1.0% | Reduced |
| Scotia Capital Inc. | 78,516 | $6.56M | 0.03% | −33,893−30.2% | Reduced |