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 |
|---|---|---|---|---|---|
| Stegent Equity Advisors, Inc. | 3,692 | $308.4K | 0.25% | +3,692 | New |
| Parkside Financial Bank & Trust | 3,689 | $308.2K | 0.02% | −624−14.5% | Reduced |
| Sar Wealth Management Group, LLC | 3,677 | $307.2K | 0.18% | −274−6.9% | Reduced |
| Vista Investment Partners LLC | 3,676 | $307.1K | 0.09% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,668 | $306.4K | 0.08% | +890+32.0% | Added |
| Capital International Sarl | 3,660 | $305.7K | 0.01% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,654 | $305.2K | 0.13% | −521−12.5% | Reduced |
| Nordwand Advisors, LLC | 3,645 | $304.5K | 0.05% | −8,450−69.9% | Reduced |
| Spurstone Advisory Services, LLC | 3,642 | $304.2K | 4.36% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 3,621 | $302.5K | 0.12% | +3,621 | New |
| Smith, Salley & Associates | 3,592 | $300.0K | 0.02% | +96+2.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,587 | $299.6K | 0.06% | +103+3.0% | Added |
| Finward Bancorp | 3,570 | $298.2K | 0.23% | +10+0.3% | Added |
| MBM Wealth Consultants, LLC | 3,566 | $297.9K | 0.07% | +1,038+41.1% | Added |
| Jacobs & Co | 3,562 | $297.0K | 0.03% | −1,825−33.9% | Reduced |
| Howard Financial Services, Ltd. | 3,550 | $296.5K | 0.04% | +1,510+74.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,520 | $294.0K | 0.15% | −1,260−26.4% | Reduced |
| FRG Family Wealth Advisors LLC | 3,510 | $293.2K | 0.05% | +250+7.7% | Added |
| Financial Engines Advisors L.L.C. | 3,509 | $293.1K | 0.00% | +195+5.9% | Added |
| Family Legacy, Inc. | 3,504 | $292.7K | 0.09% | −20−0.6% | Reduced |
| L2 Asset Management, LLC | 3,499 | $292.3K | 0.04% | +163+4.9% | Added |
| LMG Wealth Partners, LLC | 3,496 | $292.0K | 0.05% | +114+3.4% | Added |
| Strategic Investment Solutions, Inc. | 3,472 | $290.0K | 0.08% | −89−2.5% | Reduced |
| Raiffeisen Bank International AG | 3,429 | $289.8K | 0.00% | −924−21.2% | Reduced |
| Lewis Asset Management, LLC | 3,465 | $289.4K | 0.12% | +1,080+45.3% | Added |
| Lansing Street Advisors | 3,456 | $288.6K | 0.08% | +3,456 | New |
| Coastal Investment Advisors, Inc. | 3,440 | $287.4K | 0.10% | +3,440 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,300 | $287.2K | 0.00% | −400−10.8% | Reduced |
| Fidelis Capital Partners, LLC | 3,434 | $286.8K | 0.02% | +908+35.9% | Added |
| Wilson & Boucher Capital Management, LLC | 3,430 | $286.5K | 0.19% | −200−5.5% | Reduced |
| Asset Dedication, LLC | 3,423 | $285.9K | 0.02% | +909+36.2% | Added |
| WealthShield Partners, LLC | 3,421 | $285.7K | 0.03% | −158−4.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,414 | $285.2K | 0.18% | +3+0.1% | Added |
| Capital Analysts, LLC | 3,392 | $284.0K | 0.01% | −841−19.9% | Reduced |
| 180 Wealth Advisors, LLC | 3,386 | $282.9K | 0.03% | +804+31.1% | Added |
| LexAurum Advisors, LLC | 3,386 | $282.8K | 0.04% | −400−10.6% | Reduced |
| Breakwater Capital Group | 3,384 | $282.7K | 0.04% | −262−7.2% | Reduced |
| U S Global Investors Inc | 3,372 | $281.7K | 0.03% | +897+36.2% | Added |
| Freestone Capital Holdings, LLC | 3,355 | $280.2K | 0.01% | +999+42.4% | Added |
| Wealthspire Advisors, LLC | 3,353 | $280.0K | 0.00% | −841−20.1% | Reduced |
| Lauer Wealth, LLC | 3,303 | $277.7K | 0.20% | +109+3.4% | Added |
| Sterling Investment Counsel, LLC | 3,312 | $276.7K | 0.09% | −381−10.3% | Reduced |
| Transcend Wealth Collective, LLC | 3,297 | $275.4K | 0.02% | −681−17.1% | Reduced |
| Montis Financial, LLC | 3,296 | $275.3K | 0.06% | 00.0% | Unchanged |
| Rexford Capital Inc | 3,294 | $275.1K | 0.21% | −14−0.4% | Reduced |
| Eagle Harbor Asset Management Inc | 3,272 | $273.3K | 0.24% | +3,272 | New |
| Central Bank & Trust Co | 3,260 | $272.3K | 0.04% | −1,332−29.0% | Reduced |
| MKT Advisors LLC | 3,218 | $271.6K | 0.10% | −7−0.2% | Reduced |
| Mason & Associates, LLC | 2,690 | $271.5K | 0.07% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,241 | $270.7K | 0.01% | −19,683−85.9% | Reduced |
| Wimmer Associates 1, LLC | 3,237 | $270.4K | 0.13% | −1,644−33.7% | Reduced |
| Simmons Bank | 3,228 | $269.6K | 0.02% | +234+7.8% | Added |
| Accuvest Global Advisors | 3,207 | $268.0K | 0.17% | +603+23.2% | Added |
| Shufro Rose & Co LLC | 2,435 | $267.8K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,206 | $267.8K | 0.01% | +331+11.5% | Added |
| One Wealth Advisors, LLC | 3,206 | $267.8K | 0.03% | +3,206 | New |
| First Financial Bank - Trust Division | 3,198 | $267.1K | 0.02% | −538−14.4% | Reduced |
| Ambassador Advisors, LLC | 3,197 | $267.0K | 0.04% | −179−5.3% | Reduced |
| Alta Advisers Ltd | 3,194 | $266.8K | 0.08% | −600−15.8% | Reduced |
| Jeppson Wealth Management, LLC | 3,193 | $266.7K | 0.09% | +320+11.1% | Added |
| Sentinus, LLC | 3,192 | $266.6K | 0.06% | −4−0.1% | Reduced |
| Patriot Investment Management Inc. | 3,188 | $266.3K | 0.02% | −647−16.9% | Reduced |
| Southland Equity Partners LLC | 3,173 | $265.0K | 0.05% | +248+8.5% | Added |
| Pflug Koory, LLC | 3,172 | $265.0K | 0.13% | +100+3.3% | Added |
| Morey & Quinn Wealth Partners, LLC | 3,168 | $264.6K | 0.20% | −99−3.0% | Reduced |
| High Net Worth Advisory Group LLC | 3,160 | $264.0K | 0.06% | −602−16.0% | Reduced |
| WealthTrak Capital Management LLC | 3,154 | $263.5K | 0.22% | +222+7.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,145 | $263.3K | 0.01% | +3,145 | New |
| Trustmark National Bank Trust Department | 3,139 | $262.2K | 0.02% | −2,965−48.6% | Reduced |
| Farmers Trust Co | 3,134 | $261.8K | 0.05% | −70−2.2% | Reduced |
| David Loasby | 3,042 | $261.5K | 0.02% | +38+1.3% | Added |
| Northeast Investment Management | 3,120 | $260.6K | 0.01% | −700−18.3% | Reduced |
| Roxbury Financial LLC | 3,115 | $260.2K | 0.24% | −1,225−28.2% | Reduced |
| Eaton-Cambridge Inc. | 3,100 | $258.9K | 0.09% | −114−3.5% | Reduced |
| S.A. Mason LLC | 3,089 | $258.0K | 0.11% | −375−10.8% | Reduced |
| Moody National Bank Trust Division | 3,089 | $258.0K | 0.02% | −1,029−25.0% | Reduced |
| CoreFirst Bank & Trust | 3,083 | $257.5K | 0.14% | −145−4.5% | Reduced |
| Investment House LLC | 3,070 | $256.4K | 0.01% | −2,446−44.3% | Reduced |
| AssuredPartners Investment Advisors, LLC | 3,070 | $256.4K | 0.06% | +3,070 | New |
| Diamant Asset Management, Inc. | 3,060 | $255.6K | 0.19% | 00.0% | Unchanged |
| BIP Wealth, LLC | 3,052 | $254.9K | 0.01% | +268+9.6% | Added |
| Old Mission Investment Co LLC | 3,047 | $254.5K | 0.06% | −438−12.6% | Reduced |
| LVW Advisors, LLC | 3,047 | $254.5K | 0.03% | −1,531−33.4% | Reduced |
| MidWestOne Financial Group, Inc. | 3,045 | $254.3K | 0.03% | −19−0.6% | Reduced |
| Ameriflex Group, Inc. | 3,044 | $254.3K | 0.10% | +2,431+396.6% | Added |
| Capstone Financial Advisors, Inc. | 3,037 | $253.7K | 0.01% | +3,037 | New |
| Wynn Capital, LLC | 3,035 | $253.6K | 0.12% | +267+9.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 3,035 | $253.5K | 0.21% | +13+0.4% | Added |
| Evoke Wealth, LLC | 3,032 | $253.3K | 0.01% | −2,648−46.6% | Reduced |
| Chapman Financial Group, LLC | 3,020 | $252.3K | 0.17% | −1,769−36.9% | Reduced |
| Sanders Morris Harris LLC | 3,020 | $252.3K | 0.03% | +3,020 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 3,001 | $250.7K | 0.25% | 00.0% | Unchanged |
| Curat Global, LLC | 3,000 | $250.6K | 0.24% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 3,000 | $250.6K | 0.05% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 2,994 | $250.1K | 0.00% | −60−2.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 2,860 | $248.2K | 0.02% | −464−14.0% | Reduced |
| Generation Capital Management LLC | 2,966 | $247.8K | 0.18% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,956 | $246.9K | 0.06% | −136−4.4% | Reduced |
| Heartland Bank & Trust Co | 2,955 | $246.8K | 0.10% | −3−0.1% | Reduced |
| Traynor Capital Management, Inc. | 2,953 | $246.7K | 0.01% | −76−2.5% | Reduced |