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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 5,396 | $468.3K | 0.01% | −35−0.6% | Reduced |
| Ipsen Advisor Group LLC | 5,575 | $465.6K | 0.33% | +896+19.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 5,564 | $464.8K | 0.02% | −2,273−29.0% | Reduced |
| Kanawha Capital Management LLC | 5,564 | $464.8K | 0.03% | −162−2.8% | Reduced |
| Mayflower Financial Advisors, LLC | 5,545 | $463.2K | 0.06% | −204−3.5% | Reduced |
| SeaCrest Wealth Management, LLC | 5,369 | $463.0K | 0.05% | −120−2.2% | Reduced |
| Forge Financial Services LLC | 5,400 | $462.1K | 0.22% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 5,399 | $462.0K | 0.01% | +417+8.4% | Added |
| Archer Investment Corp | 5,528 | $461.7K | 0.10% | −239−4.1% | Reduced |
| Marino, Stram & Associates LLC | 5,510 | $460.3K | 0.08% | −173−3.0% | Reduced |
| Fortress Financial Group, LLC | 5,491 | $458.7K | 0.35% | −297−5.1% | Reduced |
| Narwhal Capital Management | 5,477 | $457.5K | 0.03% | −864−13.6% | Reduced |
| Scientech Research LLC | 5,473 | $457.2K | 0.16% | +5,473 | New |
| Bessemer Group Inc | 5,487 | $457.0K | 0.00% | −3,841−41.2% | Reduced |
| BKD Wealth Advisors, LLC | 5,461 | $456.2K | 0.01% | −995−15.4% | Reduced |
| Bangor Savings Bank | 5,444 | $454.7K | 0.04% | +31+0.6% | Added |
| Principle Wealth Partners LLC | 5,444 | $454.7K | 0.03% | −227−4.0% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 5,431 | $453.7K | 0.36% | +784+16.9% | Added |
| Diversify Wealth Management, LLC | 4,819 | $453.4K | 0.03% | −11−0.2% | Reduced |
| Fortis Advisors, LLC | 5,425 | $453.2K | 0.26% | −1,483−21.5% | Reduced |
| Sittner & Nelson, LLC | 5,408 | $451.7K | 0.16% | +688+14.6% | Added |
| Legacy Financial Advisors, Inc. | 5,403 | $451.3K | 0.06% | +64+1.2% | Added |
| Darwin Advisors, LLC | 5,372 | $448.8K | 0.14% | +313+6.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,356 | $447.4K | 0.00% | −2,240−29.5% | Reduced |
| Discipline Wealth Solutions, LLC | 5,355 | $447.3K | 0.12% | +302+6.0% | Added |
| HM Payson & Co | 5,349 | $446.8K | 0.01% | −772−12.6% | Reduced |
| Collaborative Wealth Managment Inc. | 5,340 | $446.1K | 0.18% | +1,105+26.1% | Added |
| Spire Wealth Management | 5,331 | $445.3K | 0.02% | +44+0.8% | Added |
| Deseret Mutual Benefit Administrators | 5,331 | $445.3K | 0.19% | +697+15.0% | Added |
| AMG National Trust Bank | 5,322 | $444.5K | 0.01% | −300−5.3% | Reduced |
| Monetary Management Group Inc | 5,300 | $442.7K | 0.10% | −5,341−50.2% | Reduced |
| Sylvest Advisors, LLC | 5,299 | $442.6K | 0.24% | −313−5.6% | Reduced |
| Community Trust & Investment Co | 5,283 | $441.3K | 0.02% | 00.0% | Unchanged |
| Brio Consultants, LLC | 5,276 | $440.7K | 0.06% | −56−1.1% | Reduced |
| Calton & Associates, Inc. | 5,265 | $439.8K | 0.07% | +2,901+122.7% | Added |
| J Hagan Capital, Inc. | 5,263 | $439.6K | 0.27% | +1,212+29.9% | Added |
| Stoneridge Investment Partners LLC | 5,256 | $439.0K | 0.30% | 00.0% | Unchanged |
| Private Trust Co NA | 5,253 | $438.8K | 0.04% | −1,005−16.1% | Reduced |
| Focus Financial Network, Inc. | 5,247 | $438.3K | 0.02% | +210+4.2% | Added |
| Groupama Asset Managment | 5,239 | $437.6K | 0.01% | −13,037−71.3% | Reduced |
| Midland Wealth Advisors LLC | 5,206 | $434.9K | 0.02% | −639−10.9% | Reduced |
| Greenleaf Trust | 5,186 | $433.2K | 0.00% | −4,241−45.0% | Reduced |
| Diligent Investors, LLC | 5,176 | $432.3K | 0.11% | −459−8.1% | Reduced |
| Central Trust Co | 5,173 | $432.1K | 0.01% | −3,083−37.3% | Reduced |
| Wealth Advisory Solutions, LLC | 5,163 | $431.3K | 0.10% | +118+2.3% | Added |
| Simon Quick Advisors, LLC | 5,162 | $431.2K | 0.02% | +208+4.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,148 | $430.1K | 0.03% | −1,093−17.5% | Reduced |
| Howland Capital Management LLC | 5,133 | $428.8K | 0.02% | +220+4.5% | Added |
| Alliance Wealth Advisors, LLC | 5,103 | $426.3K | 0.10% | +1,167+29.6% | Added |
| Ar Asset Management Inc | 5,100 | $426.0K | 0.09% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 5,037 | $425.6K | 0.00% | −6,026−54.5% | Reduced |
| Quadcap Wealth Management, LLC | 5,083 | $424.6K | 0.05% | +470+10.2% | Added |
| Elevated Capital Advisors, LLC | 5,077 | $424.1K | 0.11% | +234+4.8% | Added |
| Wealth Alliance Advisory Group, LLC | 5,061 | $422.7K | 0.08% | −1,143−18.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,051 | $421.9K | 0.09% | −971−16.1% | Reduced |
| Autumn Glory Partners, LLC | 5,000 | $417.6K | 0.17% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,991 | $416.9K | 0.00% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,983 | $416.2K | 0.01% | −31−0.6% | Reduced |
| Legacy Advisors, LLC | 4,962 | $414.4K | 0.05% | +4,962 | New |
| Old National Bancorp | 4,955 | $413.9K | 0.01% | −874−15.0% | Reduced |
| Herold Advisors, Inc. | 4,952 | $413.7K | 0.10% | −71−1.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,935 | $412.0K | 0.02% | −300−5.7% | Reduced |
| Private Wealth Asset Management, LLC | 4,908 | $410.0K | 0.05% | −411−7.7% | Reduced |
| Phoenix Holdings Ltd. | 4,869 | $406.8K | 0.00% | +1,207+33.0% | Added |
| Patrick M Sweeney & Associates, Inc | 4,866 | $406.5K | 0.26% | +47+1.0% | Added |
| Stonebridge Financial Group, LLC | 4,865 | $406.4K | 0.04% | −101−2.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,861 | $406.0K | 0.04% | 00.0% | Unchanged |
| Syon Capital LLC | 4,839 | $404.2K | 0.02% | −1,266−20.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,837 | $404.0K | 0.08% | +96+2.0% | Added |
| Valmark Advisers, Inc. | 4,830 | $403.4K | 0.01% | +287+6.3% | Added |
| Wetherby Asset Management Inc | 4,826 | $403.1K | 0.02% | −1,372−22.1% | Reduced |
| CRA Financial Services, LLC | 4,807 | $401.5K | 0.05% | −2,461−33.9% | Reduced |
| Cetera Trust Company, N.A | 4,798 | $400.8K | 0.22% | −151−3.1% | Reduced |
| Revisor Wealth Management LLC | 4,691 | $400.0K | 0.14% | +287+6.5% | Added |
| Miramar Capital, LLC | 4,789 | $400.0K | 0.09% | −52,292−91.6% | Reduced |
| Bailard, Inc. | 4,751 | $396.9K | 0.01% | −17,517−78.7% | Reduced |
| Virtue Capital Management, LLC | 7,894 | $396.8K | 0.09% | +2,657+50.7% | Added |
| RDA Financial Network | 4,744 | $396.3K | 0.10% | +145+3.2% | Added |
| Triumph Capital Management | 4,738 | $395.8K | 0.11% | +4,738 | New |
| First Bank & Trust | 4,727 | $394.8K | 0.07% | +1,077+29.5% | Added |
| Ingalls & Snyder LLC | 4,721 | $394.0K | 0.01% | −100−2.1% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 4,715 | $393.8K | 0.18% | −249−5.0% | Reduced |
| Davis Investment Partners, LLC | 4,666 | $393.7K | 0.13% | +4,666 | New |
| Parsons Capital Management Inc | 4,708 | $393.3K | 0.02% | −243−4.9% | Reduced |
| AlTi Global, Inc. | 4,705 | $392.9K | 0.01% | +2,641+128.0% | Added |
| Womack Financial LLC | 4,699 | $392.5K | 0.30% | +362+8.3% | Added |
| Northcape Wealth Management, LLC | 4,688 | $391.6K | 0.11% | +51+1.1% | Added |
| Invesco, LLC | 4,682 | $391.1K | 0.13% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 4,675 | $390.5K | 0.08% | +4,675 | New |
| Greenwich Wealth Management LLC | 4,652 | $389.0K | 0.02% | +272+6.2% | Added |
| Brady Martz Wealth Solutions, LLC | 4,645 | $388.0K | 0.07% | −20−0.4% | Reduced |
| Quest Partners LLC | 4,642 | $387.7K | 0.03% | −4,779−50.7% | Reduced |
| Atticus Wealth Management, LLC | 4,629 | $386.6K | 0.10% | +3,115+205.7% | Added |
| Formidable Asset Management, LLC | 3,824 | $386.0K | 0.06% | −2,939−43.5% | Reduced |
| Los Angeles Capital Management LLC | 4,607 | $384.8K | 0.00% | +1,060+29.9% | Added |
| Balyasny Asset Management LLC | 4,606 | $384.7K | 0.00% | −1,194,566−99.6% | Reduced |
| Powers Advisory Group, LLC | 4,602 | $384.4K | 0.15% | −37−0.8% | Reduced |
| Kercheville Advisors, LLC | 4,591 | $383.5K | 0.12% | +1,295+39.3% | Added |
| Cohen Capital Management, Inc. | 4,585 | $383.0K | 0.06% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 4,550 | $380.1K | 0.11% | +12+0.3% | Added |