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 |
|---|---|---|---|---|---|
| apricus wealth, LLC | 2,953 | $246.7K | 0.13% | −1,451−32.9% | Reduced |
| Diversified Trust Co | 2,951 | $246.5K | 0.00% | −3,086−51.1% | Reduced |
| Cheviot Value Management, LLC | 2,555 | $246.2K | 0.03% | +2,455+2,455.0% | Added |
| LS Investment Advisors, LLC | 2,940 | $245.6K | 0.03% | −7,200−71.0% | Reduced |
| First PREMIER Bank | 2,936 | $245.0K | 0.06% | +273+10.3% | Added |
| Aegis Wealth Management LLC | 2,928 | $244.6K | 0.13% | +142+5.1% | Added |
| Successful Portfolios LLC | 2,927 | $244.5K | 0.14% | +36+1.2% | Added |
| JBGlobal.com LLC | 2,926 | $244.4K | 0.25% | −1,324−31.2% | Reduced |
| Choice Wealth Advisors, LLC | 2,917 | $243.6K | 0.10% | +39+1.4% | Added |
| Harbour Capital Advisors, LLC | 2,829 | $243.2K | 0.05% | −181−6.0% | Reduced |
| Eagle Rock Investment Company, LLC | 2,908 | $242.9K | 0.04% | −1,971−40.4% | Reduced |
| Flow Traders U.S. LLC | 2,893 | $242.0K | 0.01% | +2,893 | New |
| Verus Capital Partners, LLC | 2,889 | $241.3K | 0.02% | +2,889 | New |
| Ransom Advisory, Ltd | 2,887 | $241.2K | 0.11% | +650+29.1% | Added |
| Rooted Wealth Advisors, Inc. | 2,773 | $240.6K | 0.07% | +2,773 | New |
| Ifrah Financial Services, Inc. | 2,880 | $240.6K | 0.06% | +2,880 | New |
| Marks Wealth, LLC | 2,878 | $240.4K | 0.07% | −2,378−45.2% | Reduced |
| waypoint wealth counsel | 2,875 | $240.2K | 0.09% | +68+2.4% | Added |
| Vance Wealth, Inc. | 2,873 | $240.0K | 0.07% | −16−0.6% | Reduced |
| Leavell Investment Management, Inc. | 2,872 | $239.9K | 0.01% | −1,147−28.5% | Reduced |
| BCJ Capital Management, LLC | 2,870 | $239.7K | 0.01% | −110−3.7% | Reduced |
| EPG Wealth Management LLC | 2,858 | $238.7K | 0.07% | +2,858 | New |
| rebel Financial LLC | 0 | $238.0K | 0.10% | −2,849−100.0% | Reduced |
| Pathway Financial Advisors LLC | 2,845 | $237.6K | 0.03% | +45+1.6% | Added |
| Cahill Financial Advisors Inc | 2,841 | $237.3K | 0.03% | −66−2.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,838 | $237.0K | 0.08% | +2,838 | New |
| Capital Performance Advisors LLP | 2,825 | $236.0K | 0.04% | +2,825 | New |
| MASTERINVEST Kapitalanlage GmbH | 2,796 | $233.6K | 0.02% | +313+12.6% | Added |
| Compass Capital Corp | 2,477 | $233.2K | 0.10% | +4+0.2% | Added |
| New Hampshire Trust | 2,781 | $232.3K | 0.04% | −9−0.3% | Reduced |
| Plato Investment Management Ltd | 2,798 | $231.9K | 0.02% | −2,793−50.0% | Reduced |
| Money Concepts Capital Corp | 2,765 | $231.0K | 0.01% | +665+31.7% | Added |
| Sound View Wealth Advisors Group, LLC | 2,759 | $230.5K | 0.02% | −1,796−39.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,757 | $230.3K | 0.10% | +500+22.2% | Added |
| Dividend Assets Capital, LLC | 2,755 | $230.1K | 0.04% | −363−11.6% | Reduced |
| 1776 Wealth LLC | 2,753 | $230.0K | 0.09% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 2,751 | $229.8K | 0.07% | −579−17.4% | Reduced |
| Choate Investment Advisors | 2,744 | $229.2K | 0.00% | −284−9.4% | Reduced |
| Palumbo Wealth Management LLC | 2,981 | $229.1K | 0.07% | +49+1.7% | Added |
| Heartwood Wealth Advisors LLC | 2,739 | $228.8K | 0.02% | −4−0.1% | Reduced |
| RMB Capital Management, LLC | 2,725 | $227.6K | 0.00% | +333+13.9% | Added |
| Lecap Asset Management Ltd | 2,717 | $227.0K | 0.08% | −3,733−57.9% | Reduced |
| Armistice Capital, LLC | 2,712 | $226.5K | 0.01% | +2,712 | New |
| First Affirmative Financial Network | 2,710 | $226.4K | 0.11% | −363−11.8% | Reduced |
| Weatherly Asset Management L. P. | 2,707 | $226.1K | 0.02% | −395−12.7% | Reduced |
| PFG Advisors | 2,706 | $226.1K | 0.01% | +2,706 | New |
| Smith, Moore & Co. | 2,704 | $225.9K | 0.02% | −3,384−55.6% | Reduced |
| Siligmueller & Norvid Wealth Advisors LLC | 2,688 | $224.9K | 0.10% | +2,688 | New |
| Retirement Planning Co of New England, Inc. | 2,691 | $224.7K | 0.09% | −38−1.4% | Reduced |
| Vision Financial Markets LLC | 2,678 | $223.6K | 0.19% | −398−12.9% | Reduced |
| Dana Investment Advisors, Inc. | 2,677 | $223.6K | 0.01% | −217−7.5% | Reduced |
| Checchi Capital Advisers, LLC | 2,677 | $223.6K | 0.02% | −960−26.4% | Reduced |
| Cascade Financial Partners, LLC | 2,663 | $222.4K | 0.03% | −478−15.2% | Reduced |
| Coastal Bridge Advisors, LLC | 2,657 | $221.9K | 0.02% | −209−7.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,652 | $221.5K | 0.01% | 00.0% | Unchanged |
| Suncoast Equity Management | 2,652 | $221.5K | 0.02% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 2,623 | $221.3K | 0.03% | −60,185−95.8% | Reduced |
| Sterling Capital Management LLC | 2,648 | $221.2K | 0.00% | −35−1.3% | Reduced |
| CMT Capital Markets Trading GmbH | 2,648 | $221.0K | 0.09% | +2,648 | New |
| CogentBlue Wealth Advisors, LLC | 2,645 | $220.9K | 0.15% | −20−0.8% | Reduced |
| Hardy Reed LLC | 2,639 | $220.4K | 0.02% | −217−7.6% | Reduced |
| Finley Financial, LLC | 2,626 | $219.3K | 0.10% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,624 | $219.1K | 0.03% | −285−9.8% | Reduced |
| GSB Wealth Management, LLC | 2,614 | $218.4K | 0.05% | −1,584−37.7% | Reduced |
| Golden State Wealth Management, LLC | 2,614 | $218.3K | 0.02% | +1,262+93.3% | Added |
| Barlow Wealth Partners, Inc. | 2,505 | $218.1K | 0.02% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 2,258 | $217.2K | 0.20% | −75−3.2% | Reduced |
| Jacksonville Wealth Management, LLC | 2,600 | $217.2K | 0.16% | −74−2.8% | Reduced |
| DGS Capital Management, LLC | 2,598 | $217.0K | 0.04% | +477+22.5% | Added |
| Ritholtz Wealth Management | 2,596 | $216.8K | 0.00% | −3,294−55.9% | Reduced |
| Alpha Family Trust | 2,590 | $216.3K | 0.10% | +2,590 | New |
| Napa Wealth Management | 2,588 | $216.2K | 0.10% | +2,588 | New |
| Shepherd Financial Partners LLC | 2,584 | $215.9K | 0.02% | −306−10.6% | Reduced |
| Pacitti Group Inc. | 2,584 | $215.8K | 0.08% | −45−1.7% | Reduced |
| Berger Financial Group, Inc | 2,581 | $215.6K | 0.01% | +2,581 | New |
| Congress Park Capital LLC | 2,575 | $215.1K | 0.07% | +2,575 | New |
| Hollow Brook Wealth Management LLC | 2,571 | $214.8K | 0.05% | +2,571 | New |
| Financial Advisors Network, Inc. | 2,571 | $214.7K | 0.03% | +355+16.0% | Added |
| Ellis Investment Partners, LLC | 2,570 | $214.7K | 0.04% | −106−4.0% | Reduced |
| E&G Advisors, LP | 2,569 | $214.6K | 0.05% | −300−10.5% | Reduced |
| Liberty Wealth Management LLC | 2,562 | $214.0K | 0.03% | −95−3.6% | Reduced |
| Center for Financial Planning, Inc. | 2,558 | $213.7K | 0.02% | +112+4.6% | Added |
| Spirit of America Management Corp | 2,550 | $213.0K | 0.04% | 00.0% | Unchanged |
| Joule Financial, LLC | 2,545 | $212.6K | 0.06% | +12+0.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,543 | $212.4K | 0.02% | −177−6.5% | Reduced |
| Fortitude Family Office, LLC | 2,542 | $212.3K | 0.06% | −113−4.3% | Reduced |
| Alliance Wealth Advisors, LLC | 2,539 | $212.1K | 0.11% | +157+6.6% | Added |
| Fundamentun, LLC | 2,537 | $212.0K | 0.01% | −6,111−70.7% | Reduced |
| Birch Financial Group, LLC | 2,535 | $211.8K | 0.12% | −300−10.6% | Reduced |
| New Covenant Trust Company, N.A. | 2,533 | $211.6K | 0.20% | −78−3.0% | Reduced |
| Sweeney & Michel, LLC | 2,551 | $211.4K | 0.07% | +90+3.7% | Added |
| HCR Wealth Advisors | 2,466 | $211.0K | 0.02% | −156−5.9% | Reduced |
| World Equity Group, Inc. | 2,523 | $210.9K | 0.05% | −293−10.4% | Reduced |
| Cardinal Point Capital Management, ULC | 2,525 | $210.9K | 0.01% | +2,525 | New |
| SFMG, LLC | 2,522 | $210.6K | 0.01% | +506+25.1% | Added |
| Corsicana & Co. | 2,520 | $210.5K | 0.12% | +2,520 | New |
| Ti-Trust, Inc | 2,515 | $210.1K | 0.13% | 00.0% | Unchanged |
| Intrust Bank NA | 2,514 | $210.0K | 0.02% | −1,531−37.8% | Reduced |
| Crestmont Private Wealth LLC | 2,510 | $209.6K | 0.07% | +459+22.4% | Added |
| Austin Asset Management Co Inc | 2,505 | $209.3K | 0.04% | 00.0% | Unchanged |