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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 4,053 | $338.5K | 0.05% | +203+5.3% | Added |
| Claris Financial LLC | 4,062 | $339.3K | 0.19% | −61−1.5% | Reduced |
| VeraBank, N.A. | 4,066 | $339.6K | 0.06% | −831−17.0% | Reduced |
| Penserra Capital Management LLC | 4,090 | $340.0K | 0.00% | +49+1.2% | Added |
| Shakespeare Wealth Management, Inc. | 4,082 | $341.0K | 0.08% | −25−0.6% | Reduced |
| JFS Wealth Advisors, LLC | 4,084 | $341.1K | 0.02% | +88+2.2% | Added |
| Strategic Advisors LLC | 4,096 | $342.2K | 0.06% | −260−6.0% | Reduced |
| Morris Retirement Advisors, LLC | 4,113 | $343.5K | 0.15% | +739+21.9% | Added |
| Burns Matteson Capital Management, LLC | 4,119 | $344.1K | 0.14% | +4,119 | New |
| Sava Infond d.o.o. | 4,120 | $344.1K | 0.05% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 4,125 | $344.6K | 0.16% | +150+3.8% | Added |
| NCM Capital Management, LLC | 4,133 | $345.3K | 0.13% | −41−1.0% | Reduced |
| Personal Cfo Solutions, LLC | 4,165 | $347.9K | 0.06% | +2,064+98.2% | Added |
| Roble, Belko & Company, Inc | 4,167 | $348.0K | 0.05% | +15+0.4% | Added |
| City State Bank | 4,170 | $348.3K | 0.10% | −442−9.6% | Reduced |
| 626 Financial, LLC | 4,175 | $348.7K | 0.15% | +1,919+85.1% | Added |
| Coordinated Financial Services, Inc. | 4,181 | $349.3K | 0.22% | +996+31.3% | Added |
| Founders Financial Alliance, LLC | 4,189 | $349.9K | 0.07% | +1,722+69.8% | Added |
| South State Corp. | 4,197 | $350.6K | 0.02% | −1,839−30.5% | Reduced |
| Blue Chip Partners, Inc. | 4,202 | $351.0K | 0.03% | −709−14.4% | Reduced |
| Papp L Roy & Associates | 4,225 | $352.9K | 0.04% | −2,813−40.0% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,234 | $353.6K | 0.02% | +653+18.2% | Added |
| Johnson & White Wealth Management, LLC | 4,240 | $354.2K | 0.16% | +1,900+81.2% | Added |
| SkyOak Wealth, LLC | 4,246 | $354.7K | 0.07% | −19,155−81.9% | Reduced |
| Azimuth Capital Investment Management LLC | 4,250 | $355.0K | 0.01% | −1,750−29.2% | Reduced |
| Oakland Financial Corp | 4,250 | $355.0K | 6.05% | +2,000+88.9% | Added |
| Greenline Partners, LLC | 4,260 | $355.8K | 0.04% | −4,311−50.3% | Reduced |
| Mechanics Bank Trust Department | 4,285 | $357.9K | 0.05% | −3,280−43.4% | Reduced |
| Norway Savings Bank | 4,295 | $358.8K | 0.17% | −2,632−38.0% | Reduced |
| FIDELIS iM, LLC | 2,000 | $364.0K | 0.25% | +2,000 | New |
| Winthrop Advisory Group LLC | 4,361 | $364.3K | 0.03% | +55+1.3% | Added |
| BlueSky Wealth Advisors, LLC | 4,363 | $364.4K | 0.05% | +4,363 | New |
| City Holding Co | 4,369 | $364.9K | 0.05% | −1,574−26.5% | Reduced |
| Marks Group Wealth Management, Inc | 4,387 | $366.5K | 0.03% | −11,242−71.9% | Reduced |
| Hutner Capital Management Inc | 4,388 | $366.6K | 0.16% | −15−0.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 4,399 | $367.4K | 0.32% | +280+6.8% | Added |
| 1st Source Bank | 4,407 | $368.1K | 0.02% | −1,663−27.4% | Reduced |
| ZWJ Investment Counsel Inc | 4,408 | $368.2K | 0.01% | +276+6.7% | Added |
| Calamos Wealth Management LLC | 4,432 | $370.2K | 0.01% | +4,432 | New |
| Archford Capital Strategies, LLC | 4,436 | $370.6K | 0.04% | −116−2.5% | Reduced |
| CFS Investment Advisory Services, LLC | 4,268 | $372.3K | 0.03% | +108+2.6% | Added |
| WestHill Financial Advisors, Inc. | 4,463 | $372.8K | 0.07% | +3+0.1% | Added |
| Silverlake Wealth Management LLC | 4,468 | $373.2K | 0.09% | +403+9.9% | Added |
| First Heartland Consultants, Inc. | 4,893 | $373.8K | 0.03% | +2,769+130.4% | Added |
| American Alpha Advisors, LLC | 4,488 | $374.9K | 0.27% | +361+8.7% | Added |
| Bollard Group LLC | 4,494 | $375.0K | 0.01% | +85+1.9% | Added |
| Net Worth Advisory Group | 4,490 | $375.1K | 0.11% | −122−2.6% | Reduced |
| Massmutual Trust Co FSB | 4,499 | $375.8K | 0.01% | −23,945−84.2% | Reduced |
| Solitude Financial Services | 4,500 | $375.9K | 0.13% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 4,550 | $380.1K | 0.11% | +12+0.3% | Added |
| Cohen Capital Management, Inc. | 4,585 | $383.0K | 0.06% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 4,591 | $383.5K | 0.12% | +1,295+39.3% | Added |
| Powers Advisory Group, LLC | 4,602 | $384.4K | 0.15% | −37−0.8% | Reduced |
| Balyasny Asset Management LLC | 4,606 | $384.7K | 0.00% | −1,194,566−99.6% | Reduced |
| Los Angeles Capital Management LLC | 4,607 | $384.8K | 0.00% | +1,060+29.9% | Added |
| Formidable Asset Management, LLC | 3,824 | $386.0K | 0.06% | −2,939−43.5% | Reduced |
| Atticus Wealth Management, LLC | 4,629 | $386.6K | 0.10% | +3,115+205.7% | Added |
| Quest Partners LLC | 4,642 | $387.7K | 0.03% | −4,779−50.7% | Reduced |
| Brady Martz Wealth Solutions, LLC | 4,645 | $388.0K | 0.07% | −20−0.4% | Reduced |
| Greenwich Wealth Management LLC | 4,652 | $389.0K | 0.02% | +272+6.2% | Added |
| Marshall Financial Group LLC | 4,675 | $390.5K | 0.08% | +4,675 | New |
| Invesco, LLC | 4,682 | $391.1K | 0.13% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 4,688 | $391.6K | 0.11% | +51+1.1% | Added |
| Womack Financial LLC | 4,699 | $392.5K | 0.30% | +362+8.3% | Added |
| AlTi Global, Inc. | 4,705 | $392.9K | 0.01% | +2,641+128.0% | Added |
| Parsons Capital Management Inc | 4,708 | $393.3K | 0.02% | −243−4.9% | Reduced |
| Davis Investment Partners, LLC | 4,666 | $393.7K | 0.13% | +4,666 | New |
| Hapanowicz & Associates Financial Services, Inc | 4,715 | $393.8K | 0.18% | −249−5.0% | Reduced |
| Ingalls & Snyder LLC | 4,721 | $394.0K | 0.01% | −100−2.1% | Reduced |
| First Bank & Trust | 4,727 | $394.8K | 0.07% | +1,077+29.5% | Added |
| Triumph Capital Management | 4,738 | $395.8K | 0.11% | +4,738 | New |
| RDA Financial Network | 4,744 | $396.3K | 0.10% | +145+3.2% | Added |
| Virtue Capital Management, LLC | 7,894 | $396.8K | 0.09% | +2,657+50.7% | Added |
| Bailard, Inc. | 4,751 | $396.9K | 0.01% | −17,517−78.7% | Reduced |
| Miramar Capital, LLC | 4,789 | $400.0K | 0.09% | −52,292−91.6% | Reduced |
| Revisor Wealth Management LLC | 4,691 | $400.0K | 0.14% | +287+6.5% | Added |
| Cetera Trust Company, N.A | 4,798 | $400.8K | 0.22% | −151−3.1% | Reduced |
| CRA Financial Services, LLC | 4,807 | $401.5K | 0.05% | −2,461−33.9% | Reduced |
| Wetherby Asset Management Inc | 4,826 | $403.1K | 0.02% | −1,372−22.1% | Reduced |
| Valmark Advisers, Inc. | 4,830 | $403.4K | 0.01% | +287+6.3% | Added |
| Community Bank & Trust, Waco, Texas | 4,837 | $404.0K | 0.08% | +96+2.0% | Added |
| Syon Capital LLC | 4,839 | $404.2K | 0.02% | −1,266−20.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,861 | $406.0K | 0.04% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 4,865 | $406.4K | 0.04% | −101−2.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,866 | $406.5K | 0.26% | +47+1.0% | Added |
| Phoenix Holdings Ltd. | 4,869 | $406.8K | 0.00% | +1,207+33.0% | Added |
| Private Wealth Asset Management, LLC | 4,908 | $410.0K | 0.05% | −411−7.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,935 | $412.0K | 0.02% | −300−5.7% | Reduced |
| Herold Advisors, Inc. | 4,952 | $413.7K | 0.10% | −71−1.4% | Reduced |
| Old National Bancorp | 4,955 | $413.9K | 0.01% | −874−15.0% | Reduced |
| Legacy Advisors, LLC | 4,962 | $414.4K | 0.05% | +4,962 | New |
| Chicago Capital, LLC | 4,983 | $416.2K | 0.01% | −31−0.6% | Reduced |
| Panagora Asset Management Inc | 4,991 | $416.9K | 0.00% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 5,000 | $417.6K | 0.17% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 5,051 | $421.9K | 0.09% | −971−16.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 5,061 | $422.7K | 0.08% | −1,143−18.4% | Reduced |
| Elevated Capital Advisors, LLC | 5,077 | $424.1K | 0.11% | +234+4.8% | Added |
| Quadcap Wealth Management, LLC | 5,083 | $424.6K | 0.05% | +470+10.2% | Added |
| Erste Asset Management GmbH | 5,037 | $425.6K | 0.00% | −6,026−54.5% | Reduced |
| Ar Asset Management Inc | 5,100 | $426.0K | 0.09% | 00.0% | Unchanged |