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 |
|---|---|---|---|---|---|
| VisionPoint Advisory Group, LLC | 6,694 | $559.1K | 0.11% | −218−3.2% | Reduced |
| Polymer Capital Management (US) LLC | 6,722 | $561.5K | 0.07% | +6,722 | New |
| Galvin, Gaustad & Stein, LLC | 6,730 | $562.2K | 0.05% | −350−4.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,741 | $563.1K | 0.03% | +3,251+93.2% | Added |
| AIMZ Investment Advisors, LLC | 6,750 | $563.8K | 0.18% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 6,780 | $566.3K | 0.04% | +503+8.0% | Added |
| Portfolio Design Labs, LLC | 6,815 | $569.3K | 0.10% | −16,219−70.4% | Reduced |
| Balboa Wealth Partners | 6,817 | $569.5K | 0.10% | −896−11.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,824 | $570.0K | 0.01% | −1,410−17.1% | Reduced |
| SNS Financial Group, LLC | 6,842 | $571.5K | 0.05% | −29−0.4% | Reduced |
| Emerald Advisors, LLC | 6,844 | $571.7K | 0.08% | −1,097−13.8% | Reduced |
| Westpac Banking Corp | 6,862 | $573.2K | 0.04% | −5,411−44.1% | Reduced |
| Crescent Grove Advisors, LLC | 6,918 | $577.9K | 0.06% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 6,919 | $577.9K | 0.22% | −624−8.3% | Reduced |
| Ameritas Investment Partners, Inc. | 6,919 | $578.0K | 0.02% | −258−3.6% | Reduced |
| Kovack Advisors, Inc. | 6,950 | $580.5K | 0.05% | +761+12.3% | Added |
| Legacy Capital Group California, Inc. | 6,967 | $582.0K | 0.15% | +2,083+42.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,981 | $583.1K | 0.20% | −666−8.7% | Reduced |
| Confluence Wealth Services, Inc. | 6,998 | $584.5K | 0.03% | +89+1.3% | Added |
| Johnson Financial Group, Inc. | 7,039 | $588.0K | 0.02% | +6,120+665.9% | Added |
| Trust Co of Virginia | 7,060 | $589.7K | 0.05% | −307−4.2% | Reduced |
| Arq Wealth Advisors, LLC | 7,072 | $590.7K | 0.17% | +7,072 | New |
| Fiscal Wisdom Wealth Management, LLC | 6,815 | $593.5K | 0.56% | +6,815 | New |
| Continuum Advisory, LLC | 7,118 | $594.6K | 0.06% | +16+0.2% | Added |
| Destination Wealth Management | 7,123 | $595.0K | 0.02% | +307+4.5% | Added |
| Regal Investment Advisors LLC | 7,129 | $595.5K | 0.04% | +114+1.6% | Added |
| Cigna Investments Inc | 7,145 | $597.0K | 0.08% | 00.0% | Unchanged |
| Shelton Capital Management | 7,159 | $598.0K | 0.01% | −50,700−87.6% | Reduced |
| Harrington Investments, INC | 7,168 | $598.7K | 0.30% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 7,198 | $601.2K | 0.18% | −208−2.8% | Reduced |
| LJI Wealth Management, LLC | 7,223 | $603.4K | 0.11% | +7,223 | New |
| Eaton Financial Holdings Company, LLC | 7,252 | $605.8K | 0.17% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 7,309 | $610.5K | 0.19% | +12+0.2% | Added |
| Taylor Hoffman Capital Management LLC | 7,328 | $612.1K | 0.19% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 7,384 | $616.8K | 0.03% | +618+9.1% | Added |
| Noble Family Wealth, LLC | 7,390 | $617.3K | 0.14% | +160+2.2% | Added |
| TD Private Client Wealth LLC | 7,399 | $618.0K | 0.01% | −25,965−77.8% | Reduced |
| Virtu Financial LLC | 7,405 | $619.0K | 0.03% | +7,405 | New |
| OV Management LLC | 7,415 | $619.4K | 0.53% | +14+0.2% | Added |
| Rakuten Investment Management, Inc. | 16,740 | $621.6K | 0.00% | +16,740 | New |
| Eagle Bluffs Wealth Management LLC | 7,455 | $622.7K | 0.27% | +204+2.8% | Added |
| Hunter Associates Investment Management LLC | 7,456 | $623.0K | 0.09% | +666+9.8% | Added |
| Keynote Financial Services LLC | 7,487 | $625.4K | 0.38% | +778+11.6% | Added |
| FIL Ltd | 7,497 | $626.2K | 0.00% | −21,761−74.4% | Reduced |
| Tred Avon Family Wealth, LLC | 7,504 | $626.8K | 0.22% | +7,504 | New |
| NorthCrest Asset Manangement, LLC | 7,295 | $627.3K | 0.01% | +87+1.2% | Added |
| Advance Capital Management, Inc. | 7,514 | $627.6K | 0.03% | −48−0.6% | Reduced |
| Clark Capital Management Group, Inc. | 7,534 | $629.3K | 0.00% | −121−1.6% | Reduced |
| Boston Private Wealth LLC | 7,542 | $630.0K | 0.03% | −856−10.2% | Reduced |
| Wolff Financial Management LLC | 7,556 | $631.1K | 0.15% | +20.0% | Added |
| Eldridge Investment Advisors, Inc. | 7,556 | $631.1K | 0.14% | +9+0.1% | Added |
| Insigneo Advisory Services, LLC | 7,570 | $632.3K | 0.04% | +402+5.6% | Added |
| Future Financial Wealth Managment LLC | 7,575 | $632.7K | 0.40% | +800+11.8% | Added |
| Hodges Capital Management Inc. | 7,587 | $633.7K | 0.05% | +1,775+30.5% | Added |
| Skopos Labs, Inc. | 6,302 | $637.5K | 0.09% | −393−5.9% | Reduced |
| King Wealth | 7,632 | $638.0K | 0.08% | −114−1.5% | Reduced |
| Bradley Foster & Sargent Inc | 7,660 | $639.8K | 0.01% | −3,639−32.2% | Reduced |
| OmniStar Financial Group, Inc. | 7,660 | $639.9K | 0.39% | +2,501+48.5% | Added |
| PFC Capital Group, Inc. | 7,667 | $640.0K | 0.27% | −284−3.6% | Reduced |
| Gateway Wealth Partners, LLC | 7,668 | $640.5K | 0.09% | +7,668 | New |
| LaFleur & Godfrey LLC | 7,682 | $641.7K | 0.08% | −775−9.2% | Reduced |
| Aviance Capital Partners, LLC | 7,689 | $642.3K | 0.08% | +598+8.4% | Added |
| Profund Advisors LLC | 7,724 | $645.2K | 0.02% | −519−6.3% | Reduced |
| Advisors Management Group Inc | 7,743 | $647.0K | 0.11% | +1,456+23.2% | Added |
| Absher Wealth Management, LLC | 7,851 | $655.8K | 0.08% | +1,855+30.9% | Added |
| Neville Rodie & Shaw Inc | 7,851 | $656.0K | 0.05% | −3,850−32.9% | Reduced |
| Purkiss Capital Advisors LLC | 7,858 | $656.4K | 0.31% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 7,877 | $657.9K | 0.17% | +5,833+285.4% | Added |
| Mork Capital Management, LLC | 7,900 | $659.9K | 0.45% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 7,909 | $660.6K | 0.07% | +4,948+167.1% | Added |
| Parvin Asset Management, LLC | 7,960 | $664.9K | 0.59% | +2,850+55.8% | Added |
| Essex Financial Services, Inc. | 7,963 | $665.1K | 0.04% | −1,539−16.2% | Reduced |
| Global Retirement Partners, LLC | 7,997 | $668.0K | 0.01% | −8,208−50.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $668.2K | 0.18% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 8,000 | $668.2K | 0.15% | +5,300+196.3% | Added |
| Exeter Financial, LLC | 8,025 | $670.3K | 0.29% | −16,225−66.9% | Reduced |
| Evergreen Capital Management LLC | 8,048 | $672.3K | 0.02% | −159,448−95.2% | Reduced |
| Wealth Management Partners, LLC | 8,109 | $677.4K | 0.22% | +457+6.0% | Added |
| Callan Family Office, LLC | 8,113 | $677.7K | 0.02% | −5,668−41.1% | Reduced |
| TCM Advisors, LLC | – | $678.1K | 0.57% | – | – |
| Brown, Lisle/Cummings, Inc. | 8,133 | $679.4K | 0.17% | +1,643+25.3% | Added |
| Ameritas Advisory Services, LLC | 8,159 | $681.5K | 0.04% | +3,177+63.8% | Added |
| Fiduciary Alliance LLC | 8,163 | $681.8K | 0.05% | +4,791+142.1% | Added |
| Fort Washington Investment Advisors Inc | 8,192 | $684.3K | 0.00% | −200−2.4% | Reduced |
| Mitchell Sinkler & Starr | 8,204 | $685.3K | 0.31% | −699−7.9% | Reduced |
| Unique Wealth Strategies, LLC | 8,226 | $687.1K | 0.27% | +8,226 | New |
| Charter Capital Management, LLC | 8,231 | $687.6K | 0.37% | +92+1.1% | Added |
| Icon Wealth Advisors, LLC | 8,241 | $688.4K | 0.05% | +522+6.8% | Added |
| Advanced Portfolio Management, LLC | 8,176 | $690.9K | 1.80% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 8,288 | $692.3K | 0.04% | −466−5.3% | Reduced |
| Everence Capital Management Inc | 8,310 | $694.0K | 0.04% | −12,490−60.0% | Reduced |
| Axxcess Wealth Management, LLC | 8,312 | $694.3K | 0.01% | +6,039+265.7% | Added |
| Colonial River Wealth Management, LLC | 8,312 | $694.3K | 0.26% | +8,312 | New |
| Fieldview Capital Management, LLC | 8,343 | $696.9K | 0.11% | −27−0.3% | Reduced |
| Aberdeen Wealth Management LLC | 8,391 | $700.9K | 0.44% | +5+0.1% | Added |
| Bowen Hanes & Co Inc | 8,410 | $702.5K | 0.02% | −381−4.3% | Reduced |
| Kondo Wealth Advisors, Inc. | 8,423 | $703.6K | 0.28% | +8+0.1% | Added |
| Armis Advisers, LLC | 7,480 | $703.8K | 0.06% | −2,752−26.9% | Reduced |
| Flputnam Investment Management Co | 8,441 | $705.1K | 0.01% | −1,073−11.3% | Reduced |
| Longfellow Investment Management Co LLC | 8,467 | $707.2K | 0.17% | 00.0% | Unchanged |