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 |
|---|---|---|---|---|---|
| Solitude Financial Services | 4,500 | $375.9K | 0.13% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,499 | $375.8K | 0.01% | −23,945−84.2% | Reduced |
| Net Worth Advisory Group | 4,490 | $375.1K | 0.11% | −122−2.6% | Reduced |
| Bollard Group LLC | 4,494 | $375.0K | 0.01% | +85+1.9% | Added |
| American Alpha Advisors, LLC | 4,488 | $374.9K | 0.27% | +361+8.7% | Added |
| First Heartland Consultants, Inc. | 4,893 | $373.8K | 0.03% | +2,769+130.4% | Added |
| Silverlake Wealth Management LLC | 4,468 | $373.2K | 0.09% | +403+9.9% | Added |
| WestHill Financial Advisors, Inc. | 4,463 | $372.8K | 0.07% | +3+0.1% | Added |
| CFS Investment Advisory Services, LLC | 4,268 | $372.3K | 0.03% | +108+2.6% | Added |
| Archford Capital Strategies, LLC | 4,436 | $370.6K | 0.04% | −116−2.5% | Reduced |
| Calamos Wealth Management LLC | 4,432 | $370.2K | 0.01% | +4,432 | New |
| ZWJ Investment Counsel Inc | 4,408 | $368.2K | 0.01% | +276+6.7% | Added |
| 1st Source Bank | 4,407 | $368.1K | 0.02% | −1,663−27.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 4,399 | $367.4K | 0.32% | +280+6.8% | Added |
| Hutner Capital Management Inc | 4,388 | $366.6K | 0.16% | −15−0.3% | Reduced |
| Marks Group Wealth Management, Inc | 4,387 | $366.5K | 0.03% | −11,242−71.9% | Reduced |
| City Holding Co | 4,369 | $364.9K | 0.05% | −1,574−26.5% | Reduced |
| BlueSky Wealth Advisors, LLC | 4,363 | $364.4K | 0.05% | +4,363 | New |
| Winthrop Advisory Group LLC | 4,361 | $364.3K | 0.03% | +55+1.3% | Added |
| FIDELIS iM, LLC | 2,000 | $364.0K | 0.25% | +2,000 | New |
| Norway Savings Bank | 4,295 | $358.8K | 0.17% | −2,632−38.0% | Reduced |
| Mechanics Bank Trust Department | 4,285 | $357.9K | 0.05% | −3,280−43.4% | Reduced |
| Greenline Partners, LLC | 4,260 | $355.8K | 0.04% | −4,311−50.3% | Reduced |
| Oakland Financial Corp | 4,250 | $355.0K | 6.05% | +2,000+88.9% | Added |
| Azimuth Capital Investment Management LLC | 4,250 | $355.0K | 0.01% | −1,750−29.2% | Reduced |
| SkyOak Wealth, LLC | 4,246 | $354.7K | 0.07% | −19,155−81.9% | Reduced |
| Johnson & White Wealth Management, LLC | 4,240 | $354.2K | 0.16% | +1,900+81.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,234 | $353.6K | 0.02% | +653+18.2% | Added |
| Papp L Roy & Associates | 4,225 | $352.9K | 0.04% | −2,813−40.0% | Reduced |
| Blue Chip Partners, Inc. | 4,202 | $351.0K | 0.03% | −709−14.4% | Reduced |
| South State Corp. | 4,197 | $350.6K | 0.02% | −1,839−30.5% | Reduced |
| Founders Financial Alliance, LLC | 4,189 | $349.9K | 0.07% | +1,722+69.8% | Added |
| Coordinated Financial Services, Inc. | 4,181 | $349.3K | 0.22% | +996+31.3% | Added |
| 626 Financial, LLC | 4,175 | $348.7K | 0.15% | +1,919+85.1% | Added |
| City State Bank | 4,170 | $348.3K | 0.10% | −442−9.6% | Reduced |
| Roble, Belko & Company, Inc | 4,167 | $348.0K | 0.05% | +15+0.4% | Added |
| Personal Cfo Solutions, LLC | 4,165 | $347.9K | 0.06% | +2,064+98.2% | Added |
| NCM Capital Management, LLC | 4,133 | $345.3K | 0.13% | −41−1.0% | Reduced |
| Seamount Financial Group Inc | 4,125 | $344.6K | 0.16% | +150+3.8% | Added |
| Sava Infond d.o.o. | 4,120 | $344.1K | 0.05% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 4,119 | $344.1K | 0.14% | +4,119 | New |
| Morris Retirement Advisors, LLC | 4,113 | $343.5K | 0.15% | +739+21.9% | Added |
| Strategic Advisors LLC | 4,096 | $342.2K | 0.06% | −260−6.0% | Reduced |
| JFS Wealth Advisors, LLC | 4,084 | $341.1K | 0.02% | +88+2.2% | Added |
| Shakespeare Wealth Management, Inc. | 4,082 | $341.0K | 0.08% | −25−0.6% | Reduced |
| Penserra Capital Management LLC | 4,090 | $340.0K | 0.00% | +49+1.2% | Added |
| VeraBank, N.A. | 4,066 | $339.6K | 0.06% | −831−17.0% | Reduced |
| Claris Financial LLC | 4,062 | $339.3K | 0.19% | −61−1.5% | Reduced |
| Claro Advisors LLC | 4,053 | $338.5K | 0.05% | +203+5.3% | Added |
| Simplicity Wealth,LLC | 4,047 | $338.1K | 0.02% | −6,506−61.7% | Reduced |
| Versant Capital Management, Inc | 4,041 | $337.5K | 0.05% | +380+10.4% | Added |
| Equitable Trust Co | 4,028 | $336.5K | 0.02% | +710+21.4% | Added |
| Capital Advisors Inc | 4,011 | $335.1K | 0.01% | −72−1.8% | Reduced |
| Northstar Group, Inc. | 3,988 | $333.2K | 0.05% | −462−10.4% | Reduced |
| MainStreet Investment Advisors LLC | 3,988 | $333.1K | 0.04% | −24,220−85.9% | Reduced |
| MQS Management LLC | 3,973 | $331.9K | 0.19% | +3,973 | New |
| Kennedy Investment Group | 3,970 | $331.6K | 0.13% | +220+5.9% | Added |
| Fiduciary Trust Co | 3,968 | $331.4K | 0.00% | +223+6.0% | Added |
| Seelaus Asset Management LLC | 3,966 | $331.3K | 0.26% | +3,966 | New |
| First Nebraska Trust Co | 3,961 | $330.9K | 0.03% | −18−0.5% | Reduced |
| Allred Capital Management, LLC | 3,957 | $330.6K | 0.12% | −181−4.4% | Reduced |
| Wallace Advisory Group, LLC | 3,274 | $330.5K | 0.27% | −1,340−29.0% | Reduced |
| Twinbeech Capital LP | 3,954 | $330.3K | 0.01% | −505,511−99.2% | Reduced |
| Kentucky Trust Co | 3,953 | $330.2K | 0.18% | +380+10.6% | Added |
| Cadent Capital Advisors, LLC | 3,951 | $330.1K | 0.09% | +3,951 | New |
| ABN AMRO Bank N.V. | 3,915 | $328.6K | 0.00% | +3,915 | New |
| TCG Advisory Services, LLC | 3,932 | $328.4K | 0.01% | −1,871−32.2% | Reduced |
| Forum Financial Management, LP | 3,931 | $328.4K | 0.00% | −1,323−25.2% | Reduced |
| Peoples Financial Services Corp. | 3,930 | $328.3K | 0.15% | −14−0.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,921 | $327.5K | 0.05% | +304+8.4% | Added |
| Tyche Wealth Partners LLC | 3,915 | $327.1K | 0.06% | −66−1.7% | Reduced |
| JLB & Associates Inc | 3,905 | $326.2K | 0.04% | −4,290−52.3% | Reduced |
| Adams Wealth Management | 3,872 | $323.1K | 0.07% | +11+0.3% | Added |
| CacheTech Inc. | 3,872 | $323.1K | 0.07% | +11+0.3% | Added |
| Pacific Sage Partners, LLC | 3,864 | $322.8K | 0.05% | +1,467+61.2% | Added |
| Platform Technology Partners | 3,863 | $322.7K | 0.08% | +1,260+48.4% | Added |
| Encompass More Asset Management | 3,853 | $321.8K | 0.06% | −6−0.2% | Reduced |
| RWM Asset Management, LLC | 3,844 | $321.1K | 0.04% | +3,844 | New |
| London Co of Virginia | 3,843 | $321.0K | 0.00% | −3,090−44.6% | Reduced |
| Annex Advisory Services, LLC | 3,841 | $320.8K | 0.01% | −635−14.2% | Reduced |
| Rakuten Securities, Inc. | 3,833 | $320.2K | 0.12% | +3,205+510.4% | Added |
| Daner Wealth Management, LLC | 3,699 | $319.7K | 0.21% | −7,749−67.7% | Reduced |
| Lifeworks Advisors, LLC | 3,810 | $318.2K | 0.04% | +370+10.8% | Added |
| Hoxton Planning & Management, LLC | 3,807 | $318.0K | 0.10% | +478+14.4% | Added |
| Summit Asset Management, LLC | 3,802 | $317.6K | 0.05% | −25−0.7% | Reduced |
| Secured Retirement Advisors, LLC | 3,795 | $317.0K | 0.18% | −8,717−69.7% | Reduced |
| CWA Asset Management Group, LLC | 3,780 | $315.8K | 0.01% | +1,256+49.8% | Added |
| Gibbs Wealth Management | 3,774 | $315.2K | 0.07% | +128+3.5% | Added |
| RIA Advisory Group LLC | 3,761 | $314.2K | 0.08% | −20,291−84.4% | Reduced |
| Durante & Waters, LLC | 3,761 | $314.1K | 0.23% | +2+0.1% | Added |
| Nations Financial Group Inc, | 3,758 | $313.9K | 0.02% | −709−15.9% | Reduced |
| Clifford Group, LLC | 3,758 | $313.9K | 0.24% | +1,486+65.4% | Added |
| Murphy & Mullick Capital Management Corp | 3,659 | $313.7K | 0.23% | +2,310+171.2% | Added |
| Lodestone Wealth Management LLC | 3,750 | $313.3K | 0.14% | +3,750 | New |
| Acorns Advisers, LLC | 3,749 | $313.0K | 0.00% | +930+33.0% | Added |
| Centerline Wealth Advisors, LLC | 3,732 | $311.7K | 0.14% | +2+0.1% | Added |
| Barr E S & Co | 3,717 | $310.5K | 0.02% | −241−6.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 3,716 | $310.4K | 0.11% | −104−2.7% | Reduced |
| Washington Trust Co | 3,711 | $310.0K | 0.01% | +784+26.8% | Added |
| Conning Inc. | 3,708 | $309.7K | 0.01% | 00.0% | Unchanged |