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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 5,103 | $426.3K | 0.10% | +1,167+29.6% | Added |
| Howland Capital Management LLC | 5,133 | $428.8K | 0.02% | +220+4.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,148 | $430.1K | 0.03% | −1,093−17.5% | Reduced |
| Simon Quick Advisors, LLC | 5,162 | $431.2K | 0.02% | +208+4.2% | Added |
| Wealth Advisory Solutions, LLC | 5,163 | $431.3K | 0.10% | +118+2.3% | Added |
| Central Trust Co | 5,173 | $432.1K | 0.01% | −3,083−37.3% | Reduced |
| Diligent Investors, LLC | 5,176 | $432.3K | 0.11% | −459−8.1% | Reduced |
| Greenleaf Trust | 5,186 | $433.2K | 0.00% | −4,241−45.0% | Reduced |
| Midland Wealth Advisors LLC | 5,206 | $434.9K | 0.02% | −639−10.9% | Reduced |
| Groupama Asset Managment | 5,239 | $437.6K | 0.01% | −13,037−71.3% | Reduced |
| Focus Financial Network, Inc. | 5,247 | $438.3K | 0.02% | +210+4.2% | Added |
| Private Trust Co NA | 5,253 | $438.8K | 0.04% | −1,005−16.1% | Reduced |
| Stoneridge Investment Partners LLC | 5,256 | $439.0K | 0.30% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 5,263 | $439.6K | 0.27% | +1,212+29.9% | Added |
| Calton & Associates, Inc. | 5,265 | $439.8K | 0.07% | +2,901+122.7% | Added |
| Brio Consultants, LLC | 5,276 | $440.7K | 0.06% | −56−1.1% | Reduced |
| Community Trust & Investment Co | 5,283 | $441.3K | 0.02% | 00.0% | Unchanged |
| Sylvest Advisors, LLC | 5,299 | $442.6K | 0.24% | −313−5.6% | Reduced |
| Monetary Management Group Inc | 5,300 | $442.7K | 0.10% | −5,341−50.2% | Reduced |
| AMG National Trust Bank | 5,322 | $444.5K | 0.01% | −300−5.3% | Reduced |
| Deseret Mutual Benefit Administrators | 5,331 | $445.3K | 0.19% | +697+15.0% | Added |
| Spire Wealth Management | 5,331 | $445.3K | 0.02% | +44+0.8% | Added |
| Collaborative Wealth Managment Inc. | 5,340 | $446.1K | 0.18% | +1,105+26.1% | Added |
| HM Payson & Co | 5,349 | $446.8K | 0.01% | −772−12.6% | Reduced |
| Discipline Wealth Solutions, LLC | 5,355 | $447.3K | 0.12% | +302+6.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,356 | $447.4K | 0.00% | −2,240−29.5% | Reduced |
| Darwin Advisors, LLC | 5,372 | $448.8K | 0.14% | +313+6.2% | Added |
| Legacy Financial Advisors, Inc. | 5,403 | $451.3K | 0.06% | +64+1.2% | Added |
| Sittner & Nelson, LLC | 5,408 | $451.7K | 0.16% | +688+14.6% | Added |
| Fortis Advisors, LLC | 5,425 | $453.2K | 0.26% | −1,483−21.5% | Reduced |
| Diversify Wealth Management, LLC | 4,819 | $453.4K | 0.03% | −11−0.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 5,431 | $453.7K | 0.36% | +784+16.9% | Added |
| Principle Wealth Partners LLC | 5,444 | $454.7K | 0.03% | −227−4.0% | Reduced |
| Bangor Savings Bank | 5,444 | $454.7K | 0.04% | +31+0.6% | Added |
| BKD Wealth Advisors, LLC | 5,461 | $456.2K | 0.01% | −995−15.4% | Reduced |
| Bessemer Group Inc | 5,487 | $457.0K | 0.00% | −3,841−41.2% | Reduced |
| Scientech Research LLC | 5,473 | $457.2K | 0.16% | +5,473 | New |
| Narwhal Capital Management | 5,477 | $457.5K | 0.03% | −864−13.6% | Reduced |
| Fortress Financial Group, LLC | 5,491 | $458.7K | 0.35% | −297−5.1% | Reduced |
| Marino, Stram & Associates LLC | 5,510 | $460.3K | 0.08% | −173−3.0% | Reduced |
| Archer Investment Corp | 5,528 | $461.7K | 0.10% | −239−4.1% | Reduced |
| Krane Funds Advisors LLC | 5,399 | $462.0K | 0.01% | +417+8.4% | Added |
| Forge Financial Services LLC | 5,400 | $462.1K | 0.22% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 5,369 | $463.0K | 0.05% | −120−2.2% | Reduced |
| Mayflower Financial Advisors, LLC | 5,545 | $463.2K | 0.06% | −204−3.5% | Reduced |
| Kanawha Capital Management LLC | 5,564 | $464.8K | 0.03% | −162−2.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,564 | $464.8K | 0.02% | −2,273−29.0% | Reduced |
| Ipsen Advisor Group LLC | 5,575 | $465.6K | 0.33% | +896+19.1% | Added |
| Whittier Trust Co of Nevada Inc | 5,396 | $468.3K | 0.01% | −35−0.6% | Reduced |
| Ci Investments Inc. | 5,628 | $470.0K | 0.00% | +689+14.0% | Added |
| RPS Advisory Solutions LLC | 5,629 | $470.2K | 0.23% | −774−12.1% | Reduced |
| Richwood Investment Advisors, LLC | 5,658 | $472.7K | 0.37% | −431−7.1% | Reduced |
| Lincoln Capital LLC | 5,488 | $476.3K | 0.09% | −605−9.9% | Reduced |
| Minot DeBlois Advisors LLC | 5,720 | $477.8K | 0.43% | +580+11.3% | Added |
| AIA Group Ltd | 5,745 | $479.9K | 0.01% | +5,745 | New |
| NBC Securities, Inc. | 5,758 | $481.0K | 0.04% | −6,035−51.2% | Reduced |
| Coyle Financial Counsel LLC | 5,758 | $481.0K | 0.11% | +5,758 | New |
| Legacy Capital Wealth Partners, LLC | 5,825 | $486.5K | 0.11% | −963−14.2% | Reduced |
| Smartleaf Asset Management LLC | 5,775 | $488.0K | 0.03% | +1,878+48.2% | Added |
| Sonora Investment Management Group, LLC | 5,849 | $488.5K | 0.03% | −153−2.5% | Reduced |
| Shum Financial Group, Inc. | 5,850 | $488.7K | 0.36% | +5,850 | New |
| Palisade Capital Management LLC | 5,949 | $496.9K | 0.01% | +24+0.4% | Added |
| Corundum Group, Inc. | 5,965 | $498.3K | 0.20% | +202+3.5% | Added |
| Tradewinds Capital Management, LLC | 6,000 | $501.2K | 0.11% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 6,015 | $502.4K | 0.03% | +226+3.9% | Added |
| Alpha Omega Wealth Management LLC | 6,052 | $505.5K | 0.08% | −797−11.6% | Reduced |
| Forza Wealth Management, LLC | 6,086 | $508.4K | 0.19% | +1,416+30.3% | Added |
| Guidance Capital, Inc | 5,836 | $509.0K | 0.13% | −89−1.5% | Reduced |
| Denali Advisors LLC | 6,100 | $509.5K | 0.06% | +200+3.4% | Added |
| North Star Asset Management Inc | 6,104 | $509.9K | 0.02% | −2,228−26.7% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,920 | $514.0K | 0.19% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,156 | $514.2K | 0.03% | −606−9.0% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 6,175 | $515.8K | 0.33% | −200−3.1% | Reduced |
| Financial Advisory Corp | 6,176 | $516.0K | 0.14% | −364−5.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,202 | $518.1K | 0.01% | +6,202 | New |
| Caldwell Sutter Capital, Inc. | 6,235 | $520.9K | 0.22% | +315+5.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,254 | $522.4K | 0.09% | +6,254 | New |
| Abel Hall, LLC | 6,259 | $522.8K | 0.21% | −77−1.2% | Reduced |
| Harbour Trust & Investment Management Co | 6,266 | $523.4K | 0.05% | +189+3.1% | Added |
| SBI Securities Co., Ltd. | 6,361 | $531.3K | 0.01% | +3,847+153.0% | Added |
| Alan B. Lancz & Associates, Inc. | 6,370 | $532.1K | 0.48% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,374 | $532.4K | 0.00% | +1,958+44.3% | Added |
| Southeast Asset Advisors Inc. | 6,400 | $534.6K | 0.06% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 6,395 | $537.5K | 0.07% | +2,988+87.7% | Added |
| St. Johns Investment Management Company, LLC | 6,469 | $540.4K | 0.23% | +1,610+33.1% | Added |
| GAMMA Investing LLC | 6,479 | $541.2K | 0.03% | −5,801−47.2% | Reduced |
| Headinvest, LLC | 6,488 | $541.9K | 0.11% | −3,028−31.8% | Reduced |
| Bigelow Investment Advisors, LLC | 6,506 | $543.4K | 0.22% | −837−11.4% | Reduced |
| DeDora Capital, Inc. | 6,515 | $544.2K | 0.13% | +172+2.7% | Added |
| Prosperity Consulting Group, LLC | 6,520 | $544.6K | 0.03% | −325−4.7% | Reduced |
| Quadrant Capital Group LLC | 6,537 | $546.0K | 0.02% | −8,656−57.0% | Reduced |
| New Age Alpha Advisors, LLC | 6,540 | $546.3K | 0.02% | −162−2.4% | Reduced |
| Institute for Wealth Management, LLC. | 6,572 | $549.0K | 0.06% | −1,564−19.2% | Reduced |
| Pensionfund Sabic | 6,600 | $551.0K | 0.15% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6,612 | $552.3K | 0.09% | +280+4.4% | Added |
| Aaron Wealth Advisors | 6,615 | $552.6K | 0.03% | +3,587+118.5% | Added |
| Alpha Cubed Investments, LLC | 6,619 | $552.9K | 0.02% | −1,868−22.0% | Reduced |
| Joel Isaacson & Co., LLC | 6,641 | $554.7K | 0.02% | +769+13.1% | Added |
| Acropolis Investment Management, LLC | 5,533 | $558.5K | 0.03% | +869+18.6% | Added |
| Taylor Financial Group, Inc. | 6,691 | $558.9K | 0.32% | +56+0.8% | Added |