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 |
|---|---|---|---|---|---|
| Caxton Associates LLP | 12,117 | $1.01M | 0.03% | −878−6.8% | Reduced |
| Roberts Glore & Co Inc | 12,051 | $1.01M | 0.28% | +2,076+20.8% | Added |
| Barnes Dennig Private Wealth Management LLC | 12,004 | $1.00M | 1.08% | −1,656−12.1% | Reduced |
| Johnson Investment Counsel Inc | 11,937 | $997.1K | 0.01% | −150−1.2% | Reduced |
| Summit Global Investments | 11,918 | $996.0K | 0.06% | −58−0.5% | Reduced |
| Anb Bank | 11,847 | $989.6K | 0.40% | +869+7.9% | Added |
| Great Valley Advisor Group, Inc. | 11,839 | $988.5K | 0.02% | +1,438+13.8% | Added |
| Gifford Fong Associates | 11,800 | $986.0K | 0.21% | 00.0% | Unchanged |
| Versor Investments LP | 11,800 | $985.7K | 0.18% | +4,990+73.3% | Added |
| Harbour Investments, Inc. | 11,780 | $984.0K | 0.02% | −173−1.4% | Reduced |
| Pinnacle Financial Partners Inc | 11,779 | $983.9K | 0.02% | −8,576−42.1% | Reduced |
| Fiduciary Group LLC | 11,768 | $983.0K | 0.09% | +615+5.5% | Added |
| Beacon Financial Advisory LLC | 11,753 | $981.7K | 0.23% | −1,566−11.8% | Reduced |
| EverSource Wealth Advisors, LLC | 11,695 | $976.9K | 0.04% | +4,990+74.4% | Added |
| Symphony Financial, Ltd. Co. | 11,462 | $976.4K | 0.12% | −571−4.7% | Reduced |
| Cresset Asset Management, LLC | 11,689 | $976.3K | 0.00% | +256+2.2% | Added |
| Csenge Advisory Group | 11,684 | $975.9K | 0.05% | +771+7.1% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 11,613 | $970.0K | 0.01% | +2,185+23.2% | Added |
| Excalibur Management Corp | 11,578 | $967.1K | 0.35% | −306−2.6% | Reduced |
| Trust Co of Toledo NA | 11,551 | $964.9K | 0.10% | +173+1.5% | Added |
| Fifth Third Wealth Advisors LLC | 11,548 | $964.6K | 0.04% | −3,159−21.5% | Reduced |
| Voya Financial Advisors, Inc. | 11,354 | $959.3K | 0.09% | −520−4.4% | Reduced |
| Park Place Capital Corp | 11,456 | $956.9K | 0.20% | +253+2.3% | Added |
| StoneX Group Inc. | 11,450 | $956.4K | 0.04% | −6,863−37.5% | Reduced |
| Mendel Money Management | 11,438 | $955.4K | 0.40% | +195+1.7% | Added |
| Catalytic Wealth RIA, LLC | 11,424 | $954.2K | 0.03% | +1,487+15.0% | Added |
| Quilter Plc | 11,399 | $952.2K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 11,397 | $952.0K | 0.00% | −887−7.2% | Reduced |
| Watts Gwilliam & Co., LLC | 11,321 | $945.6K | 0.15% | −100−0.9% | Reduced |
| Navalign, LLC | 11,313 | $945.0K | 0.25% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 11,255 | $940.1K | 0.09% | +3,138+38.7% | Added |
| Investors Research Corp | 11,253 | $940.0K | 0.17% | +78+0.7% | Added |
| Potomac Fund Management Inc | 11,234 | $938.4K | 0.04% | +126+1.1% | Added |
| Garner Asset Management Corp | 11,227 | $937.8K | 0.38% | +641+6.1% | Added |
| Centaurus Financial, Inc. | 11,214 | $937.0K | 0.04% | +2,443+27.9% | Added |
| United Community Bank | 11,217 | $937.0K | 0.29% | +4,948+78.9% | Added |
| Farmers National Bank | 11,200 | $935.5K | 0.22% | −17,574−61.1% | Reduced |
| Vise Technologies, Inc. | 11,188 | $934.5K | 0.03% | −24,285−68.5% | Reduced |
| Drucker Wealth 3.0, LLC | 11,176 | $933.5K | 0.17% | −4,575−29.0% | Reduced |
| Diversify Advisory Services, LLC | 9,918 | $933.2K | 0.03% | +3,906+65.0% | Added |
| Chicago Partners Investment Group LLC | 9,679 | $932.7K | 0.02% | +2,368+32.4% | Added |
| Madison Asset Management, LLC | 11,160 | $932.2K | 0.01% | +221+2.0% | Added |
| JT Stratford LLC | 11,141 | $930.6K | 0.12% | +9,113+449.4% | Added |
| SageView Advisory Group, LLC | 11,123 | $929.1K | 0.03% | +2,318+26.3% | Added |
| Intellectus Partners, LLC | 11,118 | $928.7K | 0.18% | +1,074+10.7% | Added |
| Carnegie Lake Advisors LLC | 11,115 | $928.4K | 0.36% | −25−0.2% | Reduced |
| IHT Wealth Management, LLC | 11,027 | $924.0K | 0.02% | −1,158−9.5% | Reduced |
| Ballentine Partners, LLC | 11,061 | $923.9K | 0.01% | −1,927−14.8% | Reduced |
| Sage Mountain Advisors LLC | 11,060 | $923.8K | 0.05% | −4,852−30.5% | Reduced |
| Dakota Wealth Management | 11,051 | $923.1K | 0.02% | −5,493−33.2% | Reduced |
| Montag A & Associates Inc | 11,051 | $923.1K | 0.04% | −1,096−9.0% | Reduced |
| Optimum Investment Advisors | 11,009 | $919.6K | 0.36% | −625−5.4% | Reduced |
| Consolidated Portfolio Review Corp | 10,989 | $917.9K | 0.12% | −4,193−27.6% | Reduced |
| Tower Research Capital LLC (TRC) | 10,929 | $912.9K | 0.03% | −10,707−49.5% | Reduced |
| Goldstone Financial Group, LLC | 10,850 | $906.3K | 0.11% | +20.0% | Added |
| Flagship Harbor Advisors, LLC | 10,830 | $904.6K | 0.04% | +3,658+51.0% | Added |
| New England Research & Management, Inc. | 10,810 | $903.0K | 0.41% | −1,850−14.6% | Reduced |
| Stiles Financial Services Inc | 10,756 | $898.5K | 0.28% | −2,364−18.0% | Reduced |
| CoreCap Advisors, LLC | 10,727 | $896.1K | 0.03% | −944−8.1% | Reduced |
| Davis R M Inc | 10,720 | $895.5K | 0.02% | −410−3.7% | Reduced |
| Twin Lakes Capital Management, LLC | 10,714 | $894.9K | 0.41% | +143+1.4% | Added |
| Cypress Capital Group | 10,711 | $894.7K | 0.11% | −3,772−26.0% | Reduced |
| First National Advisers, LLC | 10,688 | $892.8K | 0.12% | −536−4.8% | Reduced |
| Adviser Investments LLC | 10,564 | $882.4K | 0.01% | −2,151−16.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 10,557 | $881.8K | 0.02% | −3,605−25.5% | Reduced |
| KPP Advisory Services LLC | 10,547 | $881.0K | 0.13% | +157+1.5% | Added |
| Charter Research & Investment Group, Inc. | 10,515 | $878.3K | 0.61% | −205−1.9% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,840 | $878.0K | 0.29% | −223−2.2% | Reduced |
| Plimoth Trust Co LLC | 10,505 | $877.5K | 0.20% | −818−7.2% | Reduced |
| Castlekeep Investment Advisors LLC | 10,486 | $875.9K | 0.41% | −1,378−11.6% | Reduced |
| Rice Partnership, LLC | 10,439 | $872.0K | 0.12% | −2,000−16.1% | Reduced |
| Amplius Wealth Advisors, LLC | 10,400 | $868.7K | 0.08% | +2,133+25.8% | Added |
| Texas Bank & Trust Co | 10,375 | $866.6K | 0.33% | −259−2.4% | Reduced |
| Western Wealth Management, LLC | 10,348 | $864.3K | 0.05% | −253−2.4% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 10,322 | $862.2K | 0.38% | +2,672+34.9% | Added |
| CSS LLC | 10,244 | $855.7K | 0.05% | +2,024+24.6% | Added |
| Carson Advisory Inc. | 10,236 | $855.0K | 0.46% | −951−8.5% | Reduced |
| Hedges Asset Management LLC | 10,200 | $852.0K | 0.65% | +500+5.2% | Added |
| VCI Wealth Management LLC | 10,172 | $849.7K | 0.26% | +10,172 | New |
| Citizens Financial Group Inc | 10,169 | $849.4K | 0.01% | −764−7.0% | Reduced |
| Larson Financial Group LLC | 10,165 | $849.1K | 0.03% | +692+7.3% | Added |
| Curbstone Financial Management Corp | 10,144 | $847.3K | 0.16% | −128−1.2% | Reduced |
| Renasant Bank | 10,085 | $842.4K | 0.53% | +744+8.0% | Added |
| Millennium Capital Advisors, LLC | 10,083 | $842.2K | 0.51% | −3,508−25.8% | Reduced |
| Moloney Securities Asset Management, LLC | 10,080 | $842.0K | 0.10% | −1,391−12.1% | Reduced |
| Twin City Private Wealth, LLC | 10,062 | $840.5K | 0.66% | −784−7.2% | Reduced |
| Cornercap Investment Counsel Inc | 10,028 | $837.6K | 0.42% | −165−1.6% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 10,017 | $836.8K | 0.23% | +656+7.0% | Added |
| Mariner Investment Group LLC | 10,000 | $835.3K | 0.26% | +10,000 | New |
| Cora Capital Advisors LLC | 9,996 | $835.0K | 0.36% | +1,739+21.1% | Added |
| Savvy Advisors, Inc. | 9,979 | $833.5K | 0.04% | +216+2.2% | Added |
| Miller Investment Management, LP | 9,947 | $830.9K | 0.08% | −6,760−40.5% | Reduced |
| Mengis Capital Management, Inc. | 9,888 | $826.0K | 0.16% | −4,683−32.1% | Reduced |
| Aull & Monroe Investment Management Corp | 9,860 | $823.6K | 0.42% | −270−2.7% | Reduced |
| Carmel Capital Partners, LLC | 9,846 | $822.4K | 0.35% | −8,956−47.6% | Reduced |
| Copia Wealth Management | 9,846 | $822.4K | 0.61% | 00.0% | Unchanged |
| Keystone Financial Group | 9,515 | $819.4K | 0.06% | −1,070−10.1% | Reduced |
| MBL Wealth, LLC | 9,775 | $816.5K | 0.07% | +9,775 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 9,737 | $813.3K | 0.25% | +671+7.4% | Added |
| Investor's Fiduciary Advisor Network, LLC | 9,735 | $813.0K | 0.28% | +1,452+17.5% | Added |