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 |
|---|---|---|---|---|---|
| Mason & Associates, LLC | 2,690 | $271.5K | 0.07% | 00.0% | Unchanged |
| MKT Advisors LLC | 3,218 | $271.6K | 0.10% | −7−0.2% | Reduced |
| Central Bank & Trust Co | 3,260 | $272.3K | 0.04% | −1,332−29.0% | Reduced |
| Eagle Harbor Asset Management Inc | 3,272 | $273.3K | 0.24% | +3,272 | New |
| Rexford Capital Inc | 3,294 | $275.1K | 0.21% | −14−0.4% | Reduced |
| Montis Financial, LLC | 3,296 | $275.3K | 0.06% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,297 | $275.4K | 0.02% | −681−17.1% | Reduced |
| Sterling Investment Counsel, LLC | 3,312 | $276.7K | 0.09% | −381−10.3% | Reduced |
| Lauer Wealth, LLC | 3,303 | $277.7K | 0.20% | +109+3.4% | Added |
| Wealthspire Advisors, LLC | 3,353 | $280.0K | 0.00% | −841−20.1% | Reduced |
| Freestone Capital Holdings, LLC | 3,355 | $280.2K | 0.01% | +999+42.4% | Added |
| U S Global Investors Inc | 3,372 | $281.7K | 0.03% | +897+36.2% | Added |
| Breakwater Capital Group | 3,384 | $282.7K | 0.04% | −262−7.2% | Reduced |
| LexAurum Advisors, LLC | 3,386 | $282.8K | 0.04% | −400−10.6% | Reduced |
| 180 Wealth Advisors, LLC | 3,386 | $282.9K | 0.03% | +804+31.1% | Added |
| Capital Analysts, LLC | 3,392 | $284.0K | 0.01% | −841−19.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,414 | $285.2K | 0.18% | +3+0.1% | Added |
| WealthShield Partners, LLC | 3,421 | $285.7K | 0.03% | −158−4.4% | Reduced |
| Asset Dedication, LLC | 3,423 | $285.9K | 0.02% | +909+36.2% | Added |
| Wilson & Boucher Capital Management, LLC | 3,430 | $286.5K | 0.19% | −200−5.5% | Reduced |
| Fidelis Capital Partners, LLC | 3,434 | $286.8K | 0.02% | +908+35.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,300 | $287.2K | 0.00% | −400−10.8% | Reduced |
| Coastal Investment Advisors, Inc. | 3,440 | $287.4K | 0.10% | +3,440 | New |
| Lansing Street Advisors | 3,456 | $288.6K | 0.08% | +3,456 | New |
| Lewis Asset Management, LLC | 3,465 | $289.4K | 0.12% | +1,080+45.3% | Added |
| Raiffeisen Bank International AG | 3,429 | $289.8K | 0.00% | −924−21.2% | Reduced |
| Strategic Investment Solutions, Inc. | 3,472 | $290.0K | 0.08% | −89−2.5% | Reduced |
| LMG Wealth Partners, LLC | 3,496 | $292.0K | 0.05% | +114+3.4% | Added |
| L2 Asset Management, LLC | 3,499 | $292.3K | 0.04% | +163+4.9% | Added |
| Family Legacy, Inc. | 3,504 | $292.7K | 0.09% | −20−0.6% | Reduced |
| Financial Engines Advisors L.L.C. | 3,509 | $293.1K | 0.00% | +195+5.9% | Added |
| FRG Family Wealth Advisors LLC | 3,510 | $293.2K | 0.05% | +250+7.7% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,520 | $294.0K | 0.15% | −1,260−26.4% | Reduced |
| Howard Financial Services, Ltd. | 3,550 | $296.5K | 0.04% | +1,510+74.0% | Added |
| Jacobs & Co | 3,562 | $297.0K | 0.03% | −1,825−33.9% | Reduced |
| MBM Wealth Consultants, LLC | 3,566 | $297.9K | 0.07% | +1,038+41.1% | Added |
| Finward Bancorp | 3,570 | $298.2K | 0.23% | +10+0.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,587 | $299.6K | 0.06% | +103+3.0% | Added |
| Smith, Salley & Associates | 3,592 | $300.0K | 0.02% | +96+2.7% | Added |
| New Wave Wealth Advisors LLC | 3,621 | $302.5K | 0.12% | +3,621 | New |
| Spurstone Advisory Services, LLC | 3,642 | $304.2K | 4.36% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 3,645 | $304.5K | 0.05% | −8,450−69.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,654 | $305.2K | 0.13% | −521−12.5% | Reduced |
| Capital International Sarl | 3,660 | $305.7K | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,668 | $306.4K | 0.08% | +890+32.0% | Added |
| Vista Investment Partners LLC | 3,676 | $307.1K | 0.09% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 3,677 | $307.2K | 0.18% | −274−6.9% | Reduced |
| Parkside Financial Bank & Trust | 3,689 | $308.2K | 0.02% | −624−14.5% | Reduced |
| Stegent Equity Advisors, Inc. | 3,692 | $308.4K | 0.25% | +3,692 | New |
| Conning Inc. | 3,708 | $309.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 3,711 | $310.0K | 0.01% | +784+26.8% | Added |
| Buttonwood Financial Advisors Inc. | 3,716 | $310.4K | 0.11% | −104−2.7% | Reduced |
| Barr E S & Co | 3,717 | $310.5K | 0.02% | −241−6.1% | Reduced |
| Centerline Wealth Advisors, LLC | 3,732 | $311.7K | 0.14% | +2+0.1% | Added |
| Acorns Advisers, LLC | 3,749 | $313.0K | 0.00% | +930+33.0% | Added |
| Lodestone Wealth Management LLC | 3,750 | $313.3K | 0.14% | +3,750 | New |
| Murphy & Mullick Capital Management Corp | 3,659 | $313.7K | 0.23% | +2,310+171.2% | Added |
| Clifford Group, LLC | 3,758 | $313.9K | 0.24% | +1,486+65.4% | Added |
| Nations Financial Group Inc, | 3,758 | $313.9K | 0.02% | −709−15.9% | Reduced |
| Durante & Waters, LLC | 3,761 | $314.1K | 0.23% | +2+0.1% | Added |
| RIA Advisory Group LLC | 3,761 | $314.2K | 0.08% | −20,291−84.4% | Reduced |
| Gibbs Wealth Management | 3,774 | $315.2K | 0.07% | +128+3.5% | Added |
| CWA Asset Management Group, LLC | 3,780 | $315.8K | 0.01% | +1,256+49.8% | Added |
| Secured Retirement Advisors, LLC | 3,795 | $317.0K | 0.18% | −8,717−69.7% | Reduced |
| Summit Asset Management, LLC | 3,802 | $317.6K | 0.05% | −25−0.7% | Reduced |
| Hoxton Planning & Management, LLC | 3,807 | $318.0K | 0.10% | +478+14.4% | Added |
| Lifeworks Advisors, LLC | 3,810 | $318.2K | 0.04% | +370+10.8% | Added |
| Daner Wealth Management, LLC | 3,699 | $319.7K | 0.21% | −7,749−67.7% | Reduced |
| Rakuten Securities, Inc. | 3,833 | $320.2K | 0.12% | +3,205+510.4% | Added |
| Annex Advisory Services, LLC | 3,841 | $320.8K | 0.01% | −635−14.2% | Reduced |
| London Co of Virginia | 3,843 | $321.0K | 0.00% | −3,090−44.6% | Reduced |
| RWM Asset Management, LLC | 3,844 | $321.1K | 0.04% | +3,844 | New |
| Encompass More Asset Management | 3,853 | $321.8K | 0.06% | −6−0.2% | Reduced |
| Platform Technology Partners | 3,863 | $322.7K | 0.08% | +1,260+48.4% | Added |
| Pacific Sage Partners, LLC | 3,864 | $322.8K | 0.05% | +1,467+61.2% | Added |
| Adams Wealth Management | 3,872 | $323.1K | 0.07% | +11+0.3% | Added |
| CacheTech Inc. | 3,872 | $323.1K | 0.07% | +11+0.3% | Added |
| JLB & Associates Inc | 3,905 | $326.2K | 0.04% | −4,290−52.3% | Reduced |
| Tyche Wealth Partners LLC | 3,915 | $327.1K | 0.06% | −66−1.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,921 | $327.5K | 0.05% | +304+8.4% | Added |
| Peoples Financial Services Corp. | 3,930 | $328.3K | 0.15% | −14−0.4% | Reduced |
| Forum Financial Management, LP | 3,931 | $328.4K | 0.00% | −1,323−25.2% | Reduced |
| TCG Advisory Services, LLC | 3,932 | $328.4K | 0.01% | −1,871−32.2% | Reduced |
| ABN AMRO Bank N.V. | 3,915 | $328.6K | 0.00% | +3,915 | New |
| Cadent Capital Advisors, LLC | 3,951 | $330.1K | 0.09% | +3,951 | New |
| Kentucky Trust Co | 3,953 | $330.2K | 0.18% | +380+10.6% | Added |
| Twinbeech Capital LP | 3,954 | $330.3K | 0.01% | −505,511−99.2% | Reduced |
| Wallace Advisory Group, LLC | 3,274 | $330.5K | 0.27% | −1,340−29.0% | Reduced |
| Allred Capital Management, LLC | 3,957 | $330.6K | 0.12% | −181−4.4% | Reduced |
| First Nebraska Trust Co | 3,961 | $330.9K | 0.03% | −18−0.5% | Reduced |
| Seelaus Asset Management LLC | 3,966 | $331.3K | 0.26% | +3,966 | New |
| Fiduciary Trust Co | 3,968 | $331.4K | 0.00% | +223+6.0% | Added |
| Kennedy Investment Group | 3,970 | $331.6K | 0.13% | +220+5.9% | Added |
| MQS Management LLC | 3,973 | $331.9K | 0.19% | +3,973 | New |
| MainStreet Investment Advisors LLC | 3,988 | $333.1K | 0.04% | −24,220−85.9% | Reduced |
| Northstar Group, Inc. | 3,988 | $333.2K | 0.05% | −462−10.4% | Reduced |
| Capital Advisors Inc | 4,011 | $335.1K | 0.01% | −72−1.8% | Reduced |
| Equitable Trust Co | 4,028 | $336.5K | 0.02% | +710+21.4% | Added |
| Versant Capital Management, Inc | 4,041 | $337.5K | 0.05% | +380+10.4% | Added |
| Simplicity Wealth,LLC | 4,047 | $338.1K | 0.02% | −6,506−61.7% | Reduced |