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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 390 | $33.0K | 0.00% | +25+6.8% | Added |
| Ramirez Asset Management, Inc. | 400 | $33.4K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 404 | $33.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 405 | $33.8K | 0.01% | −5−1.2% | Reduced |
| Centerpoint Advisors, LLC | 418 | $35.0K | 0.01% | +4+1.0% | Added |
| Pacific Center for Financial Services | 425 | $35.5K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 429 | $35.8K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 425 | $36.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 434 | $36.0K | 0.01% | +321+284.1% | Added |
| Atlantic Trust, LLC | 433 | $36.2K | 0.01% | −42−8.8% | Reduced |
| Pinnacle Holdings, LLC | 445 | $37.2K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 456 | $38.1K | 0.01% | +124+37.3% | Added |
| True Wealth Design, LLC | 461 | $38.5K | 0.01% | −242−34.4% | Reduced |
| Grove Bank & Trust | 464 | $38.8K | 0.00% | −1,553−77.0% | Reduced |
| Fairscale Capital, LLC | 466 | $38.9K | 0.03% | 00.0% | Unchanged |
| SWAN Capital LLC | 472 | $39.4K | 0.02% | +8+1.7% | Added |
| Wolff Wiese Magana LLC | 479 | $40.0K | 0.02% | −12,456−96.3% | Reduced |
| Rossby Financial, LCC | 481 | $40.6K | 0.01% | +36+8.1% | Added |
| WPG Advisers, LLC | 486 | $40.6K | 0.03% | +157+47.7% | Added |
| Caitong International Asset Management Co., Ltd | 498 | $41.6K | 0.03% | +309+163.5% | Added |
| Chesapeake Asset Management LLC | 515 | $43.0K | 0.04% | −267−34.1% | Reduced |
| REAP Financial Group, LLC | 517 | $43.2K | 0.01% | +34+7.0% | Added |
| TFC Financial Management | 524 | $43.8K | 0.01% | −10−1.9% | Reduced |
| CNB Bank | 526 | $43.9K | 0.02% | +313+146.9% | Added |
| South Plains Financial, Inc. | 535 | $44.7K | 0.03% | −740−58.0% | Reduced |
| North Capital, Inc. | 536 | $44.8K | 0.03% | −29−5.1% | Reduced |
| Capital Advisors, Ltd. LLC | 540 | $45.0K | 0.01% | −229−29.8% | Reduced |
| Nemes Rush Group LLC | 595 | $49.7K | 0.00% | −16−2.6% | Reduced |
| Webster Bank, N. A. | 598 | $50.0K | 0.00% | −269−31.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 600 | $50.1K | 0.02% | +50+9.1% | Added |
| Pinney & Scofield, Inc. | 615 | $51.4K | 0.03% | +197+47.1% | Added |
| Texas Capital Bancshares Inc | 618 | $51.6K | 0.02% | +618 | New |
| Generali Investments, Management Co LLC | 634 | $53.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 645 | $53.9K | 0.00% | −140−17.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 645 | $53.9K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 551 | $54.6K | 0.03% | +444+415.0% | Added |
| Quent Capital, LLC | 654 | $54.7K | 0.00% | +654 | New |
| Redwood Park Advisors LLC | 655 | $54.8K | 0.04% | +2+0.3% | Added |
| Tompkins Financial Corp | 656 | $54.8K | 0.00% | −169−20.5% | Reduced |
| Toth Financial Advisory Corp | 658 | $55.0K | 0.01% | +4+0.6% | Added |
| IMA Wealth, Inc. | 669 | $55.9K | 0.01% | +172+34.6% | Added |
| IMG Wealth Management, Inc. | 672 | $56.1K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 688 | $57.5K | 0.00% | −354−34.0% | Reduced |
| Kimelman & Baird, LLC | 742 | $62.0K | 0.00% | −135,252−99.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 791 | $65.0K | 0.02% | −259−24.7% | Reduced |
| Corundum Trust Company, INC | 796 | $66.5K | 0.14% | +796 | New |
| Plante Moran Financial Advisors, LLC | 800 | $66.8K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 801 | $67.0K | 0.02% | −1,676−67.7% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 805 | $67.2K | 0.01% | +805 | New |
| Inlight Wealth Management, LLC | 807 | $67.4K | 0.03% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 810 | $67.6K | 0.02% | +203+33.4% | Added |
| AdvisorNet Financial, Inc | 818 | $68.3K | 0.00% | −102−11.1% | Reduced |
| American Capital Advisory, LLC | 820 | $68.5K | 0.03% | +14+1.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 830 | $69.3K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 802 | $69.6K | 0.01% | +549+217.0% | Added |
| General Partner, Inc. | 842 | $70.3K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 854 | $71.3K | 0.01% | −1,055−55.3% | Reduced |
| Davis Capital Management | 871 | $72.8K | 0.05% | +871 | New |
| BankPlus Trust Department | 917 | $76.6K | 0.02% | −138−13.1% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 917 | $76.6K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 935 | $78.1K | 0.03% | −278−22.9% | Reduced |
| Shell Asset Management Co | 947 | $79.0K | 0.01% | −1,912−66.9% | Reduced |
| Silvant Capital Management LLC | 958 | $80.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 973 | $82.1K | 0.02% | +53+5.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,000 | $83.5K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,002 | $83.7K | 0.01% | +1,002 | New |
| Raleigh Capital Management Inc. | 1,015 | $84.8K | 0.03% | −5,956−85.4% | Reduced |
| Luken Investment Analytics, LLC | 1,019 | $85.1K | 0.03% | 00.0% | Unchanged |
| Aviso Financial Inc. | 1,020 | $85.2K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,023 | $85.5K | 0.01% | −810−44.2% | Reduced |
| LRI Investments, LLC | 1,041 | $87.0K | 0.01% | +229+28.2% | Added |
| Rise Advisors, LLC | 1,043 | $87.1K | 0.03% | +12+1.2% | Added |
| Tamar Securities, LLC | 1,045 | $87.3K | 0.01% | −72−6.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,083 | $90.4K | 0.01% | −35−3.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,107 | $92.4K | 0.01% | +1,092+7,280.0% | Added |
| Bellevue Asset Management, LLC | 1,113 | $93.0K | 0.04% | +55+5.2% | Added |
| Quintet Private Bank (Europe) S.A. | 1,125 | $94.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,129 | $94.3K | 0.07% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,138 | $95.0K | 0.03% | −130−10.3% | Reduced |
| Capula Management Ltd | 1,158 | $96.7K | 0.00% | −300−20.6% | Reduced |
| IAG Wealth Partners, LLC | 1,158 | $96.7K | 0.01% | +10+0.9% | Added |
| Bruce G. Allen Investments, LLC | 1,161 | $97.0K | 0.07% | −114−8.9% | Reduced |
| Concord Wealth Partners | 1,171 | $97.8K | 0.01% | −388−24.9% | Reduced |
| McIlrath & Eck, LLC | 1,210 | $101.0K | 0.01% | +72+6.3% | Added |
| Essential Partners LLC | 1,217 | $101.6K | 0.03% | −5,091−80.7% | Reduced |
| Asset Planning,Inc | 1,219 | $101.8K | 0.07% | +16+1.3% | Added |
| Peterson Wealth Services | 4,608 | $102.9K | 0.03% | +3,477+307.4% | Added |
| Broadwater Capital Management LLC | 1,255 | $104.8K | 0.08% | −156,716−99.2% | Reduced |
| Legacy Bridge, LLC | 1,284 | $107.3K | 0.04% | −167−11.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,296 | $108.0K | 0.03% | −25−1.9% | Reduced |
| Granite FO LLC | 1,300 | $108.6K | 0.06% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,302 | $108.7K | 0.11% | −711−35.3% | Reduced |
| Vestor Capital, LLC | 1,300 | $109.0K | 0.01% | +500+62.5% | Added |
| AlphaCore Capital LLC | 1,399 | $116.9K | 0.00% | +243+21.0% | Added |
| Trust Co | 1,471 | $122.9K | 0.01% | −49−3.2% | Reduced |
| MTM Investment Management, LLC | 1,479 | $123.5K | 0.04% | −50−3.3% | Reduced |
| Operose Advisors LLC | 1,484 | $124.0K | 0.03% | +387+35.3% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,500 | $125.3K | 0.07% | +800+114.3% | Added |
| LGT Financial Advisors LLC | 1,500 | $125.3K | 0.27% | +1,493+21,328.6% | Added |
| Stuart Chaussee & Associates, Inc. | 1,537 | $128.4K | 0.03% | 00.0% | Unchanged |