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 |
|---|---|---|---|---|---|
| Wellington Shields Capital Management, LLC | 1,562 | $130.5K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,588 | $132.6K | 0.01% | −450−22.1% | Reduced |
| Bank of Jackson Hole Trust | 1,643 | $137.2K | 0.07% | −1,161−41.4% | Reduced |
| Mechanics Financial Corp | 1,667 | $139.2K | 0.05% | −1,141−40.6% | Reduced |
| Pinnacle Bancorp, Inc. | 1,683 | $140.6K | 0.04% | +146+9.5% | Added |
| Indiana Trust & Investment Management CO | 1,720 | $143.7K | 0.04% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,734 | $144.8K | 0.06% | 00.0% | Unchanged |
| First Horizon Corp | 1,773 | $148.1K | 0.01% | +1,773 | New |
| Bullock Wealth Management Group | 1,766 | $149.0K | 0.07% | +415+30.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,788 | $149.4K | 0.03% | −758−29.8% | Reduced |
| Quarry LP | 1,789 | $149.4K | 0.04% | +1,789 | New |
| Federated Hermes, Inc. | 1,842 | $153.9K | 0.00% | −1,183,314−99.8% | Reduced |
| Pandora Wealth, Inc. | 1,898 | $158.5K | 0.10% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,924 | $160.7K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,929 | $161.2K | 0.01% | −290−13.1% | Reduced |
| Sentry Investment Management LLC | 1,882 | $162.0K | 0.11% | +1,882 | New |
| Binnacle Investments Inc | 1,946 | $162.6K | 0.10% | +915+88.7% | Added |
| Covestor Ltd | 1,947 | $163.0K | 0.09% | +537+38.1% | Added |
| Smithfield Trust Co | 1,954 | $164.0K | 0.01% | +661+51.1% | Added |
| CVA Family Office, LLC | 1,967 | $164.3K | 0.02% | −603−23.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1,886 | $164.9K | 0.02% | −6−0.3% | Reduced |
| Onefund, LLC | 1,998 | $166.9K | 0.11% | +72+3.7% | Added |
| Eastern Bank | 2,028 | $169.4K | 0.00% | −1,497−42.5% | Reduced |
| Bank & Trust Co | 2,038 | $170.2K | 0.13% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 2,057 | $171.8K | 0.14% | −1,820−46.9% | Reduced |
| PFS Partners, LLC | 2,147 | $179.4K | 0.09% | +200+10.3% | Added |
| Y.D. More Investments Ltd | 2,200 | $183.8K | 0.01% | +618+39.1% | Added |
| Pittenger & Anderson Inc | 2,232 | $186.4K | 0.01% | −85−3.7% | Reduced |
| Coastline Trust Co | 2,240 | $187.1K | 0.02% | +590+35.8% | Added |
| Oakworth Capital, Inc. | 2,247 | $187.7K | 0.01% | +477+26.9% | Added |
| Richardson Financial Services Inc. | 2,300 | $192.1K | 0.12% | −45−1.9% | Reduced |
| Country Trust Bank | 2,300 | $192.1K | 0.00% | −447−16.3% | Reduced |
| Accredited Wealth Management, LLC | 225 | $198.9K | 0.16% | −1,522−87.1% | Reduced |
| Elgethun Capital Management | 2,404 | $200.9K | 0.04% | +515+27.3% | Added |
| Ipswich Investment Management Co., Inc. | 2,425 | $202.6K | 0.05% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 2,430 | $203.0K | 0.09% | +364+17.6% | Added |
| Castleview Partners, LLC | 2,433 | $203.2K | 0.11% | +2,433 | New |
| Glen Eagle Advisors, LLC | 2,435 | $203.4K | 0.03% | +388+19.0% | Added |
| Kaufman Rossin Wealth, LLC | 2,435 | $203.4K | 0.11% | +2,435 | New |
| Iron Financial, LLC | 2,437 | $203.5K | 0.10% | +2,437 | New |
| Patton Fund Management, Inc. | 2,439 | $203.7K | 0.04% | +190+8.4% | Added |
| Frisch Financial Group, Inc. | 2,450 | $204.7K | 0.05% | +2,450 | New |
| Crestwood Advisors Group LLC | 2,456 | $205.2K | 0.00% | −209−7.8% | Reduced |
| First Financial Bankshares Inc | 2,463 | $205.7K | 0.00% | +2,463 | New |
| Franklin Street Advisors Inc | 2,472 | $206.5K | 0.01% | −1,500−37.8% | Reduced |
| WSFS Capital Management, LLC | 2,475 | $206.7K | 0.01% | −1,181−32.3% | Reduced |
| HHM Wealth Advisors, LLC | 2,482 | $207.3K | 0.02% | −149−5.7% | Reduced |
| Cannon Financial Strategists, Inc. | 2,498 | $208.7K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,501 | $208.9K | 0.01% | −56−2.2% | Reduced |
| Austin Asset Management Co Inc | 2,505 | $209.3K | 0.04% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 2,510 | $209.6K | 0.07% | +459+22.4% | Added |
| Intrust Bank NA | 2,514 | $210.0K | 0.02% | −1,531−37.8% | Reduced |
| Ti-Trust, Inc | 2,515 | $210.1K | 0.13% | 00.0% | Unchanged |
| Corsicana & Co. | 2,520 | $210.5K | 0.12% | +2,520 | New |
| SFMG, LLC | 2,522 | $210.6K | 0.01% | +506+25.1% | Added |
| Cardinal Point Capital Management, ULC | 2,525 | $210.9K | 0.01% | +2,525 | New |
| World Equity Group, Inc. | 2,523 | $210.9K | 0.05% | −293−10.4% | Reduced |
| HCR Wealth Advisors | 2,466 | $211.0K | 0.02% | −156−5.9% | Reduced |
| Sweeney & Michel, LLC | 2,551 | $211.4K | 0.07% | +90+3.7% | Added |
| New Covenant Trust Company, N.A. | 2,533 | $211.6K | 0.20% | −78−3.0% | Reduced |
| Birch Financial Group, LLC | 2,535 | $211.8K | 0.12% | −300−10.6% | Reduced |
| Fundamentun, LLC | 2,537 | $212.0K | 0.01% | −6,111−70.7% | Reduced |
| Alliance Wealth Advisors, LLC | 2,539 | $212.1K | 0.11% | +157+6.6% | Added |
| Fortitude Family Office, LLC | 2,542 | $212.3K | 0.06% | −113−4.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,543 | $212.4K | 0.02% | −177−6.5% | Reduced |
| Joule Financial, LLC | 2,545 | $212.6K | 0.06% | +12+0.5% | Added |
| Spirit of America Management Corp | 2,550 | $213.0K | 0.04% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,558 | $213.7K | 0.02% | +112+4.6% | Added |
| Liberty Wealth Management LLC | 2,562 | $214.0K | 0.03% | −95−3.6% | Reduced |
| E&G Advisors, LP | 2,569 | $214.6K | 0.05% | −300−10.5% | Reduced |
| Ellis Investment Partners, LLC | 2,570 | $214.7K | 0.04% | −106−4.0% | Reduced |
| Financial Advisors Network, Inc. | 2,571 | $214.7K | 0.03% | +355+16.0% | Added |
| Hollow Brook Wealth Management LLC | 2,571 | $214.8K | 0.05% | +2,571 | New |
| Congress Park Capital LLC | 2,575 | $215.1K | 0.07% | +2,575 | New |
| Berger Financial Group, Inc | 2,581 | $215.6K | 0.01% | +2,581 | New |
| Pacitti Group Inc. | 2,584 | $215.8K | 0.08% | −45−1.7% | Reduced |
| Shepherd Financial Partners LLC | 2,584 | $215.9K | 0.02% | −306−10.6% | Reduced |
| Napa Wealth Management | 2,588 | $216.2K | 0.10% | +2,588 | New |
| Alpha Family Trust | 2,590 | $216.3K | 0.10% | +2,590 | New |
| Ritholtz Wealth Management | 2,596 | $216.8K | 0.00% | −3,294−55.9% | Reduced |
| DGS Capital Management, LLC | 2,598 | $217.0K | 0.04% | +477+22.5% | Added |
| Jacksonville Wealth Management, LLC | 2,600 | $217.2K | 0.16% | −74−2.8% | Reduced |
| RD Lewis Holdings, Inc. | 2,258 | $217.2K | 0.20% | −75−3.2% | Reduced |
| Barlow Wealth Partners, Inc. | 2,505 | $218.1K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,614 | $218.3K | 0.02% | +1,262+93.3% | Added |
| GSB Wealth Management, LLC | 2,614 | $218.4K | 0.05% | −1,584−37.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,624 | $219.1K | 0.03% | −285−9.8% | Reduced |
| Finley Financial, LLC | 2,626 | $219.3K | 0.10% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,639 | $220.4K | 0.02% | −217−7.6% | Reduced |
| CogentBlue Wealth Advisors, LLC | 2,645 | $220.9K | 0.15% | −20−0.8% | Reduced |
| CMT Capital Markets Trading GmbH | 2,648 | $221.0K | 0.09% | +2,648 | New |
| Sterling Capital Management LLC | 2,648 | $221.2K | 0.00% | −35−1.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,623 | $221.3K | 0.03% | −60,185−95.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,652 | $221.5K | 0.01% | 00.0% | Unchanged |
| Suncoast Equity Management | 2,652 | $221.5K | 0.02% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 2,657 | $221.9K | 0.02% | −209−7.3% | Reduced |
| Cascade Financial Partners, LLC | 2,663 | $222.4K | 0.03% | −478−15.2% | Reduced |
| Checchi Capital Advisers, LLC | 2,677 | $223.6K | 0.02% | −960−26.4% | Reduced |
| Dana Investment Advisors, Inc. | 2,677 | $223.6K | 0.01% | −217−7.5% | Reduced |
| Vision Financial Markets LLC | 2,678 | $223.6K | 0.19% | −398−12.9% | Reduced |