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 |
|---|---|---|---|---|---|
| Curio Wealth, LLC | 110 | $9.19K | 0.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 111 | $9.24K | 0.00% | +111 | New |
| American National Bank | 111 | $9.27K | 0.00% | −3,340−96.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 100 | $9.52K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 120 | $10.0K | 0.00% | −1,081−90.0% | Reduced |
| Financial Freedom, LLC | 125 | $10.4K | 0.01% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 129 | $10.8K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 139 | $11.0K | 0.00% | −144−50.9% | Reduced |
| Princeton Global Asset Management LLC | 133 | $11.1K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 134 | $11.2K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 134 | $11.2K | 0.01% | +22+19.6% | Added |
| Prestige Wealth Management Group LLC | 135 | $11.3K | 0.00% | −19−12.3% | Reduced |
| Westside Investment Management, Inc. | 136 | $11.4K | 0.00% | −824−85.8% | Reduced |
| Cedar Mountain Advisors, LLC | 137 | $11.4K | 0.00% | +67+95.7% | Added |
| Proffitt & Goodson Inc | 139 | $11.6K | 0.00% | +139 | New |
| HighMark Wealth Management LLC | 139 | $11.6K | 0.01% | +40+40.4% | Added |
| BFSG, LLC | 140 | $11.7K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 153 | $12.0K | 0.00% | +1+0.7% | Added |
| Cromwell Holdings LLC | 147 | $12.3K | 0.01% | −2,193−93.7% | Reduced |
| Cranbrook Wealth Management, LLC | 147 | $12.3K | 0.00% | +147 | New |
| Zions Bancorporation, National Association | 151 | $12.6K | 0.00% | −31,096−99.5% | Reduced |
| TD Capital Management LLC | 153 | $12.8K | 0.00% | −62−28.8% | Reduced |
| WFA of San Diego, LLC | 155 | $12.9K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 155 | $12.9K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 158 | $13.2K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 162 | $13.5K | 0.00% | −107−39.8% | Reduced |
| Thompson Investment Management, Inc. | 162 | $13.5K | 0.00% | +53+48.6% | Added |
| Activest Wealth Management | 167 | $13.9K | 0.00% | −7−4.0% | Reduced |
| Creekmur Asset Management LLC | 167 | $13.9K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 161 | $14.0K | 0.02% | +161 | New |
| Aventura Private Wealth, LLC | 168 | $14.0K | 0.01% | −27−13.8% | Reduced |
| Red Tortoise LLC | 170 | $14.2K | 0.01% | +3+1.8% | Added |
| Morton Brown Family Wealth, LLC | 182 | $15.2K | 0.00% | −94−34.1% | Reduced |
| Tobam | 193 | $16.0K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 198 | $16.6K | 0.01% | +6+3.1% | Added |
| Security National Bank | 200 | $16.7K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 200 | $16.7K | 0.00% | +20+11.1% | Added |
| TruNorth Capital Management, LLC | 202 | $16.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 205 | $17.1K | 0.00% | +4+2.0% | Added |
| Front Row Advisors LLC | 210 | $17.5K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 210 | $17.5K | 0.00% | +60+40.0% | Added |
| Evolution Wealth Management Inc. | 211 | $17.6K | 0.02% | +211 | New |
| Consultiva Wealth Management, Corp. | 215 | $18.0K | 0.05% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 216 | $18.0K | 0.01% | −9−4.0% | Reduced |
| Stephens Consulting, LLC | 223 | $18.6K | 0.01% | −29−11.5% | Reduced |
| MV Capital Management, Inc. | 225 | $18.8K | 0.00% | −45−16.7% | Reduced |
| Millstone Evans Group, LLC | 232 | $19.4K | 0.01% | −93−28.6% | Reduced |
| SJS Investment Consulting Inc. | 232 | $19.4K | 0.00% | +219+1,684.6% | Added |
| Saranac Partners Ltd | 230 | $19.4K | 0.00% | +230 | New |
| Missouri Trust & Investment Co | 235 | $19.6K | 0.01% | −250−51.5% | Reduced |
| Gen-Wealth Partners Inc | 236 | $19.7K | 0.01% | +19+8.8% | Added |
| Aventus Investment Advisors, Inc. | 238 | $19.9K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 240 | $20.0K | 0.00% | +148+160.9% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 241 | $20.1K | 0.01% | −12−4.7% | Reduced |
| VSM Wealth Advisory, LLC | 243 | $20.3K | 0.01% | −376−60.7% | Reduced |
| Kennebec Savings Bank | 247 | $20.6K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 250 | $20.9K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 250 | $20.9K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 250 | $20.9K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 252 | $21.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 255 | $21.3K | 0.01% | +1+0.4% | Added |
| Hurley Capital, LLC | 267 | $22.3K | 0.01% | −8,609−97.0% | Reduced |
| Founders Capital Management | 270 | $22.6K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 273 | $22.8K | 0.01% | −81−22.9% | Reduced |
| Insight Financial Services | 274 | $22.9K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 274 | $23.0K | 0.00% | +1+0.4% | Added |
| Sofos Investments, Inc. | 279 | $23.3K | 0.00% | +279 | New |
| Raffa Wealth Management, LLC | 281 | $23.5K | 0.00% | +15+5.6% | Added |
| Hopwood Financial Services, Inc. | 284 | $23.7K | 0.02% | +2+0.7% | Added |
| FSA Wealth Management LLC | 285 | $23.8K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 293 | $24.0K | 0.01% | +52+21.6% | Added |
| Vermillion & White Wealth Management Group, LLC | 288 | $24.1K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 291 | $24.3K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 295 | $24.7K | 0.01% | −1,107−79.0% | Reduced |
| Financial Network Wealth Advisors LLC | 299 | $25.0K | 0.03% | +57+23.6% | Added |
| Newbridge Financial Services Group, Inc. | 303 | $25.3K | 0.00% | −62−17.0% | Reduced |
| Byrne Asset Management LLC | 305 | $25.5K | 0.02% | −133−30.4% | Reduced |
| Tidemark, LLC | 310 | $25.9K | 0.01% | +5+1.6% | Added |
| Pacifica Partners Inc. | 307 | $25.9K | 0.01% | −167−35.2% | Reduced |
| Acadian Asset Management LLC | 326 | $26.0K | 0.00% | −18,271−98.2% | Reduced |
| Salem Investment Counselors Inc | 324 | $27.1K | 0.00% | −181−35.8% | Reduced |
| Winnow Wealth LLC | 332 | $27.9K | 0.02% | −14,505−97.8% | Reduced |
| Pingora Partners LLC | 335 | $28.0K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 335 | $28.0K | 0.01% | +35+11.7% | Added |
| Evelyn Partners Investment Management LLP | 337 | $28.1K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 345 | $28.8K | 0.01% | −20−5.5% | Reduced |
| Richardson Capital Management LLC | 350 | $29.2K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 353 | $29.5K | 0.00% | +6+1.7% | Added |
| Evermay Wealth Management LLC | 355 | $29.7K | 0.00% | −188−34.6% | Reduced |
| DT Investment Partners, LLC | 357 | $29.8K | 0.00% | −50−12.3% | Reduced |
| Albion Financial Group | 360 | $30.1K | 0.00% | −28,487−98.8% | Reduced |
| RMG Wealth Management LLC | 344 | $30.3K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 364 | $30.4K | 0.01% | −11−2.9% | Reduced |
| Joseph Group Capital Management | 365 | $30.5K | 0.01% | +35+10.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 374 | $31.2K | 0.01% | +6+1.6% | Added |
| Graney & King, LLC | 375 | $31.3K | 0.02% | +51+15.7% | Added |
| UMA Financial Services, Inc. | 376 | $31.4K | 0.00% | +163+76.5% | Added |
| JNBA Financial Advisors | 379 | $31.7K | 0.00% | +20+5.6% | Added |
| Lavaca Capital LLC | 380 | $31.7K | 0.01% | −933−71.1% | Reduced |
| Hilltop National Bank | 383 | $32.0K | 0.01% | 00.0% | Unchanged |