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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 7,542 | $630.0K | 0.03% | −856−10.2% | Reduced |
| Clark Capital Management Group, Inc. | 7,534 | $629.3K | 0.00% | −121−1.6% | Reduced |
| Advance Capital Management, Inc. | 7,514 | $627.6K | 0.03% | −48−0.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 7,295 | $627.3K | 0.01% | +87+1.2% | Added |
| Tred Avon Family Wealth, LLC | 7,504 | $626.8K | 0.22% | +7,504 | New |
| FIL Ltd | 7,497 | $626.2K | 0.00% | −21,761−74.4% | Reduced |
| Keynote Financial Services LLC | 7,487 | $625.4K | 0.38% | +778+11.6% | Added |
| Hunter Associates Investment Management LLC | 7,456 | $623.0K | 0.09% | +666+9.8% | Added |
| Eagle Bluffs Wealth Management LLC | 7,455 | $622.7K | 0.27% | +204+2.8% | Added |
| Rakuten Investment Management, Inc. | 16,740 | $621.6K | 0.00% | +16,740 | New |
| OV Management LLC | 7,415 | $619.4K | 0.53% | +14+0.2% | Added |
| Virtu Financial LLC | 7,405 | $619.0K | 0.03% | +7,405 | New |
| TD Private Client Wealth LLC | 7,399 | $618.0K | 0.01% | −25,965−77.8% | Reduced |
| Noble Family Wealth, LLC | 7,390 | $617.3K | 0.14% | +160+2.2% | Added |
| Integrity Alliance, LLC. | 7,384 | $616.8K | 0.03% | +618+9.1% | Added |
| Taylor Hoffman Capital Management LLC | 7,328 | $612.1K | 0.19% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 7,309 | $610.5K | 0.19% | +12+0.2% | Added |
| Eaton Financial Holdings Company, LLC | 7,252 | $605.8K | 0.17% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 7,223 | $603.4K | 0.11% | +7,223 | New |
| Court Place Advisors, LLC | 7,198 | $601.2K | 0.18% | −208−2.8% | Reduced |
| Harrington Investments, INC | 7,168 | $598.7K | 0.30% | 00.0% | Unchanged |
| Shelton Capital Management | 7,159 | $598.0K | 0.01% | −50,700−87.6% | Reduced |
| Cigna Investments Inc | 7,145 | $597.0K | 0.08% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 7,129 | $595.5K | 0.04% | +114+1.6% | Added |
| Destination Wealth Management | 7,123 | $595.0K | 0.02% | +307+4.5% | Added |
| Continuum Advisory, LLC | 7,118 | $594.6K | 0.06% | +16+0.2% | Added |
| Fiscal Wisdom Wealth Management, LLC | 6,815 | $593.5K | 0.56% | +6,815 | New |
| Arq Wealth Advisors, LLC | 7,072 | $590.7K | 0.17% | +7,072 | New |
| Trust Co of Virginia | 7,060 | $589.7K | 0.05% | −307−4.2% | Reduced |
| Johnson Financial Group, Inc. | 7,039 | $588.0K | 0.02% | +6,120+665.9% | Added |
| Confluence Wealth Services, Inc. | 6,998 | $584.5K | 0.03% | +89+1.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,981 | $583.1K | 0.20% | −666−8.7% | Reduced |
| Legacy Capital Group California, Inc. | 6,967 | $582.0K | 0.15% | +2,083+42.6% | Added |
| Kovack Advisors, Inc. | 6,950 | $580.5K | 0.05% | +761+12.3% | Added |
| Ameritas Investment Partners, Inc. | 6,919 | $578.0K | 0.02% | −258−3.6% | Reduced |
| Strait & Sound Wealth Management LLC | 6,919 | $577.9K | 0.22% | −624−8.3% | Reduced |
| Crescent Grove Advisors, LLC | 6,918 | $577.9K | 0.06% | 00.0% | Unchanged |
| Westpac Banking Corp | 6,862 | $573.2K | 0.04% | −5,411−44.1% | Reduced |
| Emerald Advisors, LLC | 6,844 | $571.7K | 0.08% | −1,097−13.8% | Reduced |
| SNS Financial Group, LLC | 6,842 | $571.5K | 0.05% | −29−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,824 | $570.0K | 0.01% | −1,410−17.1% | Reduced |
| Balboa Wealth Partners | 6,817 | $569.5K | 0.10% | −896−11.6% | Reduced |
| Portfolio Design Labs, LLC | 6,815 | $569.3K | 0.10% | −16,219−70.4% | Reduced |
| Silver Oak Securities, Inc | 6,780 | $566.3K | 0.04% | +503+8.0% | Added |
| AIMZ Investment Advisors, LLC | 6,750 | $563.8K | 0.18% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,741 | $563.1K | 0.03% | +3,251+93.2% | Added |
| Galvin, Gaustad & Stein, LLC | 6,730 | $562.2K | 0.05% | −350−4.9% | Reduced |
| Polymer Capital Management (US) LLC | 6,722 | $561.5K | 0.07% | +6,722 | New |
| VisionPoint Advisory Group, LLC | 6,694 | $559.1K | 0.11% | −218−3.2% | Reduced |
| Taylor Financial Group, Inc. | 6,691 | $558.9K | 0.32% | +56+0.8% | Added |
| Acropolis Investment Management, LLC | 5,533 | $558.5K | 0.03% | +869+18.6% | Added |
| Joel Isaacson & Co., LLC | 6,641 | $554.7K | 0.02% | +769+13.1% | Added |
| Alpha Cubed Investments, LLC | 6,619 | $552.9K | 0.02% | −1,868−22.0% | Reduced |
| Aaron Wealth Advisors | 6,615 | $552.6K | 0.03% | +3,587+118.5% | Added |
| SOA Wealth Advisors, LLC. | 6,612 | $552.3K | 0.09% | +280+4.4% | Added |
| Pensionfund Sabic | 6,600 | $551.0K | 0.15% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,572 | $549.0K | 0.06% | −1,564−19.2% | Reduced |
| New Age Alpha Advisors, LLC | 6,540 | $546.3K | 0.02% | −162−2.4% | Reduced |
| Quadrant Capital Group LLC | 6,537 | $546.0K | 0.02% | −8,656−57.0% | Reduced |
| Prosperity Consulting Group, LLC | 6,520 | $544.6K | 0.03% | −325−4.7% | Reduced |
| DeDora Capital, Inc. | 6,515 | $544.2K | 0.13% | +172+2.7% | Added |
| Bigelow Investment Advisors, LLC | 6,506 | $543.4K | 0.22% | −837−11.4% | Reduced |
| Headinvest, LLC | 6,488 | $541.9K | 0.11% | −3,028−31.8% | Reduced |
| GAMMA Investing LLC | 6,479 | $541.2K | 0.03% | −5,801−47.2% | Reduced |
| St. Johns Investment Management Company, LLC | 6,469 | $540.4K | 0.23% | +1,610+33.1% | Added |
| Accurate Wealth Management, LLC | 6,395 | $537.5K | 0.07% | +2,988+87.7% | Added |
| Southeast Asset Advisors Inc. | 6,400 | $534.6K | 0.06% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,374 | $532.4K | 0.00% | +1,958+44.3% | Added |
| Alan B. Lancz & Associates, Inc. | 6,370 | $532.1K | 0.48% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6,361 | $531.3K | 0.01% | +3,847+153.0% | Added |
| Harbour Trust & Investment Management Co | 6,266 | $523.4K | 0.05% | +189+3.1% | Added |
| Abel Hall, LLC | 6,259 | $522.8K | 0.21% | −77−1.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,254 | $522.4K | 0.09% | +6,254 | New |
| Caldwell Sutter Capital, Inc. | 6,235 | $520.9K | 0.22% | +315+5.3% | Added |
| Vestmark Advisory Solutions, Inc. | 6,202 | $518.1K | 0.01% | +6,202 | New |
| Financial Advisory Corp | 6,176 | $516.0K | 0.14% | −364−5.6% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 6,175 | $515.8K | 0.33% | −200−3.1% | Reduced |
| Rothschild Investment LLC | 6,156 | $514.2K | 0.03% | −606−9.0% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,920 | $514.0K | 0.19% | 00.0% | Unchanged |
| North Star Asset Management Inc | 6,104 | $509.9K | 0.02% | −2,228−26.7% | Reduced |
| Denali Advisors LLC | 6,100 | $509.5K | 0.06% | +200+3.4% | Added |
| Guidance Capital, Inc | 5,836 | $509.0K | 0.13% | −89−1.5% | Reduced |
| Forza Wealth Management, LLC | 6,086 | $508.4K | 0.19% | +1,416+30.3% | Added |
| Alpha Omega Wealth Management LLC | 6,052 | $505.5K | 0.08% | −797−11.6% | Reduced |
| Main Street Financial Solutions, LLC | 6,015 | $502.4K | 0.03% | +226+3.9% | Added |
| Tradewinds Capital Management, LLC | 6,000 | $501.2K | 0.11% | 00.0% | Unchanged |
| Corundum Group, Inc. | 5,965 | $498.3K | 0.20% | +202+3.5% | Added |
| Palisade Capital Management LLC | 5,949 | $496.9K | 0.01% | +24+0.4% | Added |
| Shum Financial Group, Inc. | 5,850 | $488.7K | 0.36% | +5,850 | New |
| Sonora Investment Management Group, LLC | 5,849 | $488.5K | 0.03% | −153−2.5% | Reduced |
| Smartleaf Asset Management LLC | 5,775 | $488.0K | 0.03% | +1,878+48.2% | Added |
| Legacy Capital Wealth Partners, LLC | 5,825 | $486.5K | 0.11% | −963−14.2% | Reduced |
| Coyle Financial Counsel LLC | 5,758 | $481.0K | 0.11% | +5,758 | New |
| NBC Securities, Inc. | 5,758 | $481.0K | 0.04% | −6,035−51.2% | Reduced |
| AIA Group Ltd | 5,745 | $479.9K | 0.01% | +5,745 | New |
| Minot DeBlois Advisors LLC | 5,720 | $477.8K | 0.43% | +580+11.3% | Added |
| Lincoln Capital LLC | 5,488 | $476.3K | 0.09% | −605−9.9% | Reduced |
| Richwood Investment Advisors, LLC | 5,658 | $472.7K | 0.37% | −431−7.1% | Reduced |
| RPS Advisory Solutions LLC | 5,629 | $470.2K | 0.23% | −774−12.1% | Reduced |
| Ci Investments Inc. | 5,628 | $470.0K | 0.00% | +689+14.0% | Added |