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 |
|---|---|---|---|---|---|
| Retirement Planning Co of New England, Inc. | 2,691 | $224.7K | 0.09% | −38−1.4% | Reduced |
| Siligmueller & Norvid Wealth Advisors LLC | 2,688 | $224.9K | 0.10% | +2,688 | New |
| Smith, Moore & Co. | 2,704 | $225.9K | 0.02% | −3,384−55.6% | Reduced |
| PFG Advisors | 2,706 | $226.1K | 0.01% | +2,706 | New |
| Weatherly Asset Management L. P. | 2,707 | $226.1K | 0.02% | −395−12.7% | Reduced |
| First Affirmative Financial Network | 2,710 | $226.4K | 0.11% | −363−11.8% | Reduced |
| Armistice Capital, LLC | 2,712 | $226.5K | 0.01% | +2,712 | New |
| Lecap Asset Management Ltd | 2,717 | $227.0K | 0.08% | −3,733−57.9% | Reduced |
| RMB Capital Management, LLC | 2,725 | $227.6K | 0.00% | +333+13.9% | Added |
| Heartwood Wealth Advisors LLC | 2,739 | $228.8K | 0.02% | −4−0.1% | Reduced |
| Palumbo Wealth Management LLC | 2,981 | $229.1K | 0.07% | +49+1.7% | Added |
| Choate Investment Advisors | 2,744 | $229.2K | 0.00% | −284−9.4% | Reduced |
| Atlas Brown,Inc. | 2,751 | $229.8K | 0.07% | −579−17.4% | Reduced |
| 1776 Wealth LLC | 2,753 | $230.0K | 0.09% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,755 | $230.1K | 0.04% | −363−11.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,757 | $230.3K | 0.10% | +500+22.2% | Added |
| Sound View Wealth Advisors Group, LLC | 2,759 | $230.5K | 0.02% | −1,796−39.4% | Reduced |
| Money Concepts Capital Corp | 2,765 | $231.0K | 0.01% | +665+31.7% | Added |
| Plato Investment Management Ltd | 2,798 | $231.9K | 0.02% | −2,793−50.0% | Reduced |
| New Hampshire Trust | 2,781 | $232.3K | 0.04% | −9−0.3% | Reduced |
| Compass Capital Corp | 2,477 | $233.2K | 0.10% | +4+0.2% | Added |
| MASTERINVEST Kapitalanlage GmbH | 2,796 | $233.6K | 0.02% | +313+12.6% | Added |
| Capital Performance Advisors LLP | 2,825 | $236.0K | 0.04% | +2,825 | New |
| Key Client Fiduciary Advisors, LLC | 2,838 | $237.0K | 0.08% | +2,838 | New |
| Cahill Financial Advisors Inc | 2,841 | $237.3K | 0.03% | −66−2.3% | Reduced |
| Pathway Financial Advisors LLC | 2,845 | $237.6K | 0.03% | +45+1.6% | Added |
| rebel Financial LLC | 0 | $238.0K | 0.10% | −2,849−100.0% | Reduced |
| EPG Wealth Management LLC | 2,858 | $238.7K | 0.07% | +2,858 | New |
| BCJ Capital Management, LLC | 2,870 | $239.7K | 0.01% | −110−3.7% | Reduced |
| Leavell Investment Management, Inc. | 2,872 | $239.9K | 0.01% | −1,147−28.5% | Reduced |
| Vance Wealth, Inc. | 2,873 | $240.0K | 0.07% | −16−0.6% | Reduced |
| waypoint wealth counsel | 2,875 | $240.2K | 0.09% | +68+2.4% | Added |
| Marks Wealth, LLC | 2,878 | $240.4K | 0.07% | −2,378−45.2% | Reduced |
| Ifrah Financial Services, Inc. | 2,880 | $240.6K | 0.06% | +2,880 | New |
| Rooted Wealth Advisors, Inc. | 2,773 | $240.6K | 0.07% | +2,773 | New |
| Ransom Advisory, Ltd | 2,887 | $241.2K | 0.11% | +650+29.1% | Added |
| Verus Capital Partners, LLC | 2,889 | $241.3K | 0.02% | +2,889 | New |
| Flow Traders U.S. LLC | 2,893 | $242.0K | 0.01% | +2,893 | New |
| Eagle Rock Investment Company, LLC | 2,908 | $242.9K | 0.04% | −1,971−40.4% | Reduced |
| Harbour Capital Advisors, LLC | 2,829 | $243.2K | 0.05% | −181−6.0% | Reduced |
| Choice Wealth Advisors, LLC | 2,917 | $243.6K | 0.10% | +39+1.4% | Added |
| JBGlobal.com LLC | 2,926 | $244.4K | 0.25% | −1,324−31.2% | Reduced |
| Successful Portfolios LLC | 2,927 | $244.5K | 0.14% | +36+1.2% | Added |
| Aegis Wealth Management LLC | 2,928 | $244.6K | 0.13% | +142+5.1% | Added |
| First PREMIER Bank | 2,936 | $245.0K | 0.06% | +273+10.3% | Added |
| LS Investment Advisors, LLC | 2,940 | $245.6K | 0.03% | −7,200−71.0% | Reduced |
| Cheviot Value Management, LLC | 2,555 | $246.2K | 0.03% | +2,455+2,455.0% | Added |
| Diversified Trust Co | 2,951 | $246.5K | 0.00% | −3,086−51.1% | Reduced |
| apricus wealth, LLC | 2,953 | $246.7K | 0.13% | −1,451−32.9% | Reduced |
| Traynor Capital Management, Inc. | 2,953 | $246.7K | 0.01% | −76−2.5% | Reduced |
| Heartland Bank & Trust Co | 2,955 | $246.8K | 0.10% | −3−0.1% | Reduced |
| Weaver Consulting Group | 2,956 | $246.9K | 0.06% | −136−4.4% | Reduced |
| Generation Capital Management LLC | 2,966 | $247.8K | 0.18% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 2,860 | $248.2K | 0.02% | −464−14.0% | Reduced |
| Clearbridge Investments, LLC | 2,994 | $250.1K | 0.00% | −60−2.0% | Reduced |
| Liberty Capital Management, Inc. | 3,000 | $250.6K | 0.05% | 00.0% | Unchanged |
| Curat Global, LLC | 3,000 | $250.6K | 0.24% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 3,001 | $250.7K | 0.25% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 3,020 | $252.3K | 0.17% | −1,769−36.9% | Reduced |
| Sanders Morris Harris LLC | 3,020 | $252.3K | 0.03% | +3,020 | New |
| Evoke Wealth, LLC | 3,032 | $253.3K | 0.01% | −2,648−46.6% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 3,035 | $253.5K | 0.21% | +13+0.4% | Added |
| Wynn Capital, LLC | 3,035 | $253.6K | 0.12% | +267+9.6% | Added |
| Capstone Financial Advisors, Inc. | 3,037 | $253.7K | 0.01% | +3,037 | New |
| Ameriflex Group, Inc. | 3,044 | $254.3K | 0.10% | +2,431+396.6% | Added |
| MidWestOne Financial Group, Inc. | 3,045 | $254.3K | 0.03% | −19−0.6% | Reduced |
| LVW Advisors, LLC | 3,047 | $254.5K | 0.03% | −1,531−33.4% | Reduced |
| Old Mission Investment Co LLC | 3,047 | $254.5K | 0.06% | −438−12.6% | Reduced |
| BIP Wealth, LLC | 3,052 | $254.9K | 0.01% | +268+9.6% | Added |
| Diamant Asset Management, Inc. | 3,060 | $255.6K | 0.19% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 3,070 | $256.4K | 0.06% | +3,070 | New |
| Investment House LLC | 3,070 | $256.4K | 0.01% | −2,446−44.3% | Reduced |
| CoreFirst Bank & Trust | 3,083 | $257.5K | 0.14% | −145−4.5% | Reduced |
| Moody National Bank Trust Division | 3,089 | $258.0K | 0.02% | −1,029−25.0% | Reduced |
| S.A. Mason LLC | 3,089 | $258.0K | 0.11% | −375−10.8% | Reduced |
| Eaton-Cambridge Inc. | 3,100 | $258.9K | 0.09% | −114−3.5% | Reduced |
| Roxbury Financial LLC | 3,115 | $260.2K | 0.24% | −1,225−28.2% | Reduced |
| Northeast Investment Management | 3,120 | $260.6K | 0.01% | −700−18.3% | Reduced |
| David Loasby | 3,042 | $261.5K | 0.02% | +38+1.3% | Added |
| Farmers Trust Co | 3,134 | $261.8K | 0.05% | −70−2.2% | Reduced |
| Trustmark National Bank Trust Department | 3,139 | $262.2K | 0.02% | −2,965−48.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,145 | $263.3K | 0.01% | +3,145 | New |
| WealthTrak Capital Management LLC | 3,154 | $263.5K | 0.22% | +222+7.6% | Added |
| High Net Worth Advisory Group LLC | 3,160 | $264.0K | 0.06% | −602−16.0% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 3,168 | $264.6K | 0.20% | −99−3.0% | Reduced |
| Pflug Koory, LLC | 3,172 | $265.0K | 0.13% | +100+3.3% | Added |
| Southland Equity Partners LLC | 3,173 | $265.0K | 0.05% | +248+8.5% | Added |
| Patriot Investment Management Inc. | 3,188 | $266.3K | 0.02% | −647−16.9% | Reduced |
| Sentinus, LLC | 3,192 | $266.6K | 0.06% | −4−0.1% | Reduced |
| Jeppson Wealth Management, LLC | 3,193 | $266.7K | 0.09% | +320+11.1% | Added |
| Alta Advisers Ltd | 3,194 | $266.8K | 0.08% | −600−15.8% | Reduced |
| Ambassador Advisors, LLC | 3,197 | $267.0K | 0.04% | −179−5.3% | Reduced |
| First Financial Bank - Trust Division | 3,198 | $267.1K | 0.02% | −538−14.4% | Reduced |
| One Wealth Advisors, LLC | 3,206 | $267.8K | 0.03% | +3,206 | New |
| GeoWealth Management, LLC | 3,206 | $267.8K | 0.01% | +331+11.5% | Added |
| Shufro Rose & Co LLC | 2,435 | $267.8K | 0.02% | 00.0% | Unchanged |
| Accuvest Global Advisors | 3,207 | $268.0K | 0.17% | +603+23.2% | Added |
| Simmons Bank | 3,228 | $269.6K | 0.02% | +234+7.8% | Added |
| Wimmer Associates 1, LLC | 3,237 | $270.4K | 0.13% | −1,644−33.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,241 | $270.7K | 0.01% | −19,683−85.9% | Reduced |