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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 9,700 | $810.2K | 0.08% | +9,700 | New |
| Abundance Wealth Counselors | 9,684 | $808.9K | 0.14% | +707+7.9% | Added |
| Occudo Quantitative Strategies LP | 9,678 | $808.4K | 0.10% | −53,601−84.7% | Reduced |
| Moneywise, Inc. | 9,668 | $807.6K | 0.37% | −20−0.2% | Reduced |
| 1248 Management, LLC | 9,634 | $804.7K | 0.45% | 00.0% | Unchanged |
| Chicago Trust Co NA | 9,567 | $799.1K | 0.11% | −605−5.9% | Reduced |
| Vaughan & Co Securities, Inc. | 9,507 | $794.1K | 0.42% | +4,346+84.2% | Added |
| Dark Forest Capital Management LP | 9,499 | $793.5K | 0.03% | −26,418−73.6% | Reduced |
| Boothbay Fund Management, LLC | 9,490 | $792.7K | 0.02% | +9,490 | New |
| ForthRight Wealth Management, LLC | 9,447 | $789.1K | 0.23% | +5+0.1% | Added |
| Meeder Advisory Services, Inc. | 9,370 | $782.7K | 0.04% | −1,617−14.7% | Reduced |
| Everstar Asset Management, LLC | 9,354 | $781.3K | 0.44% | +9,354 | New |
| Fulton Bank, N.A. | 9,351 | $781.1K | 0.03% | −6,493−41.0% | Reduced |
| Greenwood Capital Associates LLC | 9,333 | $779.6K | 0.09% | +105+1.1% | Added |
| Roundview Capital LLC | 9,301 | $776.9K | 0.05% | −939−9.2% | Reduced |
| Norden Group LLC | 9,277 | $774.9K | 0.08% | +778+9.2% | Added |
| Perpetual Ltd | 9,277 | $774.9K | 0.01% | −8,104−46.6% | Reduced |
| Howard Capital Management Inc. | 9,254 | $773.0K | 0.01% | +856+10.2% | Added |
| Strategic Blueprint, LLC | 9,225 | $770.6K | 0.03% | +585+6.8% | Added |
| Westbourne Investments, Inc. | 7,785 | $769.9K | 0.37% | +846+12.2% | Added |
| Opinicus Capital, Inc. | 9,179 | $766.7K | 0.53% | +171+1.9% | Added |
| Aster Capital Management (DIFC) Ltd | 9,164 | $765.5K | 0.39% | +9,164 | New |
| N.E.W. Advisory Services LLC | 9,104 | $760.5K | 0.07% | +1,402+18.2% | Added |
| Portland Investment Counsel Inc. | 9,100 | $760.1K | 0.21% | 00.0% | Unchanged |
| Financial Consulate, Inc | 9,057 | $756.5K | 0.11% | +9,057 | New |
| Oarsman Capital, Inc. | 9,057 | $756.5K | 0.11% | −1,271−12.3% | Reduced |
| Wellington Shields & Co., LLC | 8,900 | $743.4K | 0.19% | +1,500+20.3% | Added |
| BluePath Capital Management, LLC | 8,894 | $742.9K | 0.54% | +2,703+43.7% | Added |
| Studio Investment Management LLC | 8,842 | $738.6K | 0.14% | +1,607+22.2% | Added |
| Beese Fulmer Investment Management, Inc. | 8,832 | $737.7K | 0.05% | −93−1.0% | Reduced |
| Inceptionr LLC | 8,828 | $737.4K | 0.18% | +8,828 | New |
| Carlson Capital L P | 8,800 | $735.1K | 0.42% | +8,800 | New |
| Coldstream Capital Management Inc | 8,792 | $734.4K | 0.01% | −1,615−15.5% | Reduced |
| Mission Wealth Management, LP | 8,789 | $734.2K | 0.02% | −3,010−25.5% | Reduced |
| Baxter Bros Inc | 8,783 | $733.6K | 0.08% | −1,750−16.6% | Reduced |
| Sharp Financial Services, LLC | 8,725 | $728.8K | 0.40% | +6,685+327.7% | Added |
| Summit Wealth Group LLC | 4,652 | $725.2K | 0.10% | −11,271−70.8% | Reduced |
| Bard Financial Services, Inc. | 8,675 | $724.6K | 0.08% | +1,150+15.3% | Added |
| Pinnacle West Asset Management, Inc. | 8,660 | $723.0K | 0.47% | +1,570+22.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 8,606 | $718.9K | 0.09% | +748+9.5% | Added |
| Modern Wealth Management, LLC | 8,597 | $718.1K | 0.01% | −179−2.0% | Reduced |
| Cidel Asset Management Inc | 8,590 | $717.5K | 0.04% | +1,052+14.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,571 | $715.9K | 0.03% | −3,421−28.5% | Reduced |
| Applied Capital LLC | 8,552 | $714.3K | 0.51% | −92−1.1% | Reduced |
| Tweedy, Browne Co LLC | 8,546 | $713.8K | 0.06% | +8,546 | New |
| Access Investment Management LLC | 8,500 | $710.0K | 0.19% | +660+8.4% | Added |
| Crowley Wealth Management, Inc. | 8,496 | $709.7K | 0.56% | −278−3.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,482 | $708.5K | 0.01% | −5,230−38.1% | Reduced |
| Berkshire Asset Management LLC | 8,478 | $708.1K | 0.03% | −611−6.7% | Reduced |
| Longfellow Investment Management Co LLC | 8,467 | $707.2K | 0.17% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 8,441 | $705.1K | 0.01% | −1,073−11.3% | Reduced |
| Armis Advisers, LLC | 7,480 | $703.8K | 0.06% | −2,752−26.9% | Reduced |
| Kondo Wealth Advisors, Inc. | 8,423 | $703.6K | 0.28% | +8+0.1% | Added |
| Bowen Hanes & Co Inc | 8,410 | $702.5K | 0.02% | −381−4.3% | Reduced |
| Aberdeen Wealth Management LLC | 8,391 | $700.9K | 0.44% | +5+0.1% | Added |
| Fieldview Capital Management, LLC | 8,343 | $696.9K | 0.11% | −27−0.3% | 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 |
| Everence Capital Management Inc | 8,310 | $694.0K | 0.04% | −12,490−60.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,288 | $692.3K | 0.04% | −466−5.3% | Reduced |
| Advanced Portfolio Management, LLC | 8,176 | $690.9K | 1.80% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 8,241 | $688.4K | 0.05% | +522+6.8% | Added |
| Charter Capital Management, LLC | 8,231 | $687.6K | 0.37% | +92+1.1% | Added |
| Unique Wealth Strategies, LLC | 8,226 | $687.1K | 0.27% | +8,226 | New |
| Mitchell Sinkler & Starr | 8,204 | $685.3K | 0.31% | −699−7.9% | Reduced |
| Fort Washington Investment Advisors Inc | 8,192 | $684.3K | 0.00% | −200−2.4% | Reduced |
| Fiduciary Alliance LLC | 8,163 | $681.8K | 0.05% | +4,791+142.1% | Added |
| Ameritas Advisory Services, LLC | 8,159 | $681.5K | 0.04% | +3,177+63.8% | Added |
| Brown, Lisle/Cummings, Inc. | 8,133 | $679.4K | 0.17% | +1,643+25.3% | Added |
| TCM Advisors, LLC | – | $678.1K | 0.57% | – | – |
| Callan Family Office, LLC | 8,113 | $677.7K | 0.02% | −5,668−41.1% | Reduced |
| Wealth Management Partners, LLC | 8,109 | $677.4K | 0.22% | +457+6.0% | Added |
| Evergreen Capital Management LLC | 8,048 | $672.3K | 0.02% | −159,448−95.2% | Reduced |
| Exeter Financial, LLC | 8,025 | $670.3K | 0.29% | −16,225−66.9% | 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 |
| Global Retirement Partners, LLC | 7,997 | $668.0K | 0.01% | −8,208−50.7% | Reduced |
| Essex Financial Services, Inc. | 7,963 | $665.1K | 0.04% | −1,539−16.2% | Reduced |
| Parvin Asset Management, LLC | 7,960 | $664.9K | 0.59% | +2,850+55.8% | Added |
| Onyx Bridge Wealth Group LLC | 7,909 | $660.6K | 0.07% | +4,948+167.1% | Added |
| Mork Capital Management, LLC | 7,900 | $659.9K | 0.45% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 7,877 | $657.9K | 0.17% | +5,833+285.4% | Added |
| Purkiss Capital Advisors LLC | 7,858 | $656.4K | 0.31% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 7,851 | $656.0K | 0.05% | −3,850−32.9% | Reduced |
| Absher Wealth Management, LLC | 7,851 | $655.8K | 0.08% | +1,855+30.9% | Added |
| Advisors Management Group Inc | 7,743 | $647.0K | 0.11% | +1,456+23.2% | Added |
| Profund Advisors LLC | 7,724 | $645.2K | 0.02% | −519−6.3% | Reduced |
| Aviance Capital Partners, LLC | 7,689 | $642.3K | 0.08% | +598+8.4% | Added |
| LaFleur & Godfrey LLC | 7,682 | $641.7K | 0.08% | −775−9.2% | Reduced |
| Gateway Wealth Partners, LLC | 7,668 | $640.5K | 0.09% | +7,668 | New |
| PFC Capital Group, Inc. | 7,667 | $640.0K | 0.27% | −284−3.6% | Reduced |
| OmniStar Financial Group, Inc. | 7,660 | $639.9K | 0.39% | +2,501+48.5% | Added |
| Bradley Foster & Sargent Inc | 7,660 | $639.8K | 0.01% | −3,639−32.2% | Reduced |
| King Wealth | 7,632 | $638.0K | 0.08% | −114−1.5% | Reduced |
| Skopos Labs, Inc. | 6,302 | $637.5K | 0.09% | −393−5.9% | Reduced |
| Hodges Capital Management Inc. | 7,587 | $633.7K | 0.05% | +1,775+30.5% | Added |
| Future Financial Wealth Managment LLC | 7,575 | $632.7K | 0.40% | +800+11.8% | Added |
| Insigneo Advisory Services, LLC | 7,570 | $632.3K | 0.04% | +402+5.6% | Added |
| Eldridge Investment Advisors, Inc. | 7,556 | $631.1K | 0.14% | +9+0.1% | Added |
| Wolff Financial Management LLC | 7,556 | $631.1K | 0.15% | +20.0% | Added |