Skip to main content

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.

Institutional holdersQ3 2025: 1,950 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ3 2025: $39.4B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cornerstone Wealth Group, LLC2,501$208.9K0.01%−56−2.2%Reduced
Cannon Financial Strategists, Inc.2,498$208.7K0.03%00.0%Unchanged
HHM Wealth Advisors, LLC2,482$207.3K0.02%−149−5.7%Reduced
WSFS Capital Management, LLC2,475$206.7K0.01%−1,181−32.3%Reduced
Franklin Street Advisors Inc2,472$206.5K0.01%−1,500−37.8%Reduced
First Financial Bankshares Inc2,463$205.7K0.00%+2,463New
Crestwood Advisors Group LLC2,456$205.2K0.00%−209−7.8%Reduced
Frisch Financial Group, Inc.2,450$204.7K0.05%+2,450New
Patton Fund Management, Inc.2,439$203.7K0.04%+190+8.4%Added
Iron Financial, LLC2,437$203.5K0.10%+2,437New
Kaufman Rossin Wealth, LLC2,435$203.4K0.11%+2,435New
Glen Eagle Advisors, LLC2,435$203.4K0.03%+388+19.0%Added
Castleview Partners, LLC2,433$203.2K0.11%+2,433New
Woodward Diversified Capital, LLC2,430$203.0K0.09%+364+17.6%Added
Ipswich Investment Management Co., Inc.2,425$202.6K0.05%00.0%Unchanged
Elgethun Capital Management2,404$200.9K0.04%+515+27.3%Added
Accredited Wealth Management, LLC225$198.9K0.16%−1,522−87.1%Reduced
Country Trust Bank2,300$192.1K0.00%−447−16.3%Reduced
Richardson Financial Services Inc.2,300$192.1K0.12%−45−1.9%Reduced
Oakworth Capital, Inc.2,247$187.7K0.01%+477+26.9%Added
Coastline Trust Co2,240$187.1K0.02%+590+35.8%Added
Pittenger & Anderson Inc2,232$186.4K0.01%−85−3.7%Reduced
Y.D. More Investments Ltd2,200$183.8K0.01%+618+39.1%Added
PFS Partners, LLC2,147$179.4K0.09%+200+10.3%Added
Boreal Capital Management LLC2,057$171.8K0.14%−1,820−46.9%Reduced
Bank & Trust Co2,038$170.2K0.13%00.0%Unchanged
Eastern Bank2,028$169.4K0.00%−1,497−42.5%Reduced
Onefund, LLC1,998$166.9K0.11%+72+3.7%Added
DiNuzzo Private Wealth, Inc.1,886$164.9K0.02%−6−0.3%Reduced
CVA Family Office, LLC1,967$164.3K0.02%−603−23.5%Reduced
Smithfield Trust Co1,954$164.0K0.01%+661+51.1%Added
Covestor Ltd1,947$163.0K0.09%+537+38.1%Added
Binnacle Investments Inc1,946$162.6K0.10%+915+88.7%Added
Sentry Investment Management LLC1,882$162.0K0.11%+1,882New
Heritage Wealth Advisors1,929$161.2K0.01%−290−13.1%Reduced
Paradigm Asset Management Co LLC1,924$160.7K0.04%00.0%Unchanged
Pandora Wealth, Inc.1,898$158.5K0.10%00.0%Unchanged
Federated Hermes, Inc.1,842$153.9K0.00%−1,183,314−99.8%Reduced
Quarry LP1,789$149.4K0.04%+1,789New
Annis Gardner Whiting Capital Advisors, LLC1,788$149.4K0.03%−758−29.8%Reduced
Bullock Wealth Management Group1,766$149.0K0.07%+415+30.7%Added
First Horizon Corp1,773$148.1K0.01%+1,773New
Tanglewood Legacy Advisors, LLC1,734$144.8K0.06%00.0%Unchanged
Indiana Trust & Investment Management CO1,720$143.7K0.04%00.0%Unchanged
Pinnacle Bancorp, Inc.1,683$140.6K0.04%+146+9.5%Added
Mechanics Financial Corp1,667$139.2K0.05%−1,141−40.6%Reduced
Bank of Jackson Hole Trust1,643$137.2K0.07%−1,161−41.4%Reduced
St Germain D J Co Inc1,588$132.6K0.01%−450−22.1%Reduced
Wellington Shields Capital Management, LLC1,562$130.5K0.02%00.0%Unchanged
Stuart Chaussee & Associates, Inc.1,537$128.4K0.03%00.0%Unchanged
Generali Investments Towarzystwo Funduszy Inwestycyjnych1,500$125.3K0.07%+800+114.3%Added
LGT Financial Advisors LLC1,500$125.3K0.27%+1,493+21,328.6%Added
Operose Advisors LLC1,484$124.0K0.03%+387+35.3%Added
MTM Investment Management, LLC1,479$123.5K0.04%−50−3.3%Reduced
Trust Co1,471$122.9K0.01%−49−3.2%Reduced
AlphaCore Capital LLC1,399$116.9K0.00%+243+21.0%Added
Vestor Capital, LLC1,300$109.0K0.01%+500+62.5%Added
Cape Investment Advisory, Inc.1,302$108.7K0.11%−711−35.3%Reduced
Granite FO LLC1,300$108.6K0.06%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA1,296$108.0K0.03%−25−1.9%Reduced
Legacy Bridge, LLC1,284$107.3K0.04%−167−11.5%Reduced
Broadwater Capital Management LLC1,255$104.8K0.08%−156,716−99.2%Reduced
Peterson Wealth Services4,608$102.9K0.03%+3,477+307.4%Added
Asset Planning,Inc1,219$101.8K0.07%+16+1.3%Added
Essential Partners LLC1,217$101.6K0.03%−5,091−80.7%Reduced
McIlrath & Eck, LLC1,210$101.0K0.01%+72+6.3%Added
Concord Wealth Partners1,171$97.8K0.01%−388−24.9%Reduced
Bruce G. Allen Investments, LLC1,161$97.0K0.07%−114−8.9%Reduced
IAG Wealth Partners, LLC1,158$96.7K0.01%+10+0.9%Added
Capula Management Ltd1,158$96.7K0.00%−300−20.6%Reduced
Adirondack Trust Co1,138$95.0K0.03%−130−10.3%Reduced
First Community Trust NA1,129$94.3K0.07%00.0%Unchanged
Quintet Private Bank (Europe) S.A.1,125$94.0K0.01%00.0%Unchanged
Bellevue Asset Management, LLC1,113$93.0K0.04%+55+5.2%Added
Transamerica Financial Advisors, Inc.1,107$92.4K0.01%+1,092+7,280.0%Added
Strategic Wealth Partners, Ltd.1,083$90.4K0.01%−35−3.1%Reduced
Tamar Securities, LLC1,045$87.3K0.01%−72−6.4%Reduced
Rise Advisors, LLC1,043$87.1K0.03%+12+1.2%Added
LRI Investments, LLC1,041$87.0K0.01%+229+28.2%Added
Crews Bank & Trust1,023$85.5K0.01%−810−44.2%Reduced
Aviso Financial Inc.1,020$85.2K0.00%00.0%Unchanged
Luken Investment Analytics, LLC1,019$85.1K0.03%00.0%Unchanged
Raleigh Capital Management Inc.1,015$84.8K0.03%−5,956−85.4%Reduced
Root Financial Partners, LLC1,002$83.7K0.01%+1,002New
Financiere des Professionnels - Fonds d,investissement inc.1,000$83.5K0.00%00.0%Unchanged
Key Financial Inc973$82.1K0.02%+53+5.8%Added
Silvant Capital Management LLC958$80.0K0.00%00.0%Unchanged
Shell Asset Management Co947$79.0K0.01%−1,912−66.9%Reduced
Cary Street Partner Investment Advisory LLC935$78.1K0.03%−278−22.9%Reduced
McCarthy Grittinger Financial Group, LLC917$76.6K0.02%00.0%Unchanged
BankPlus Trust Department917$76.6K0.02%−138−13.1%Reduced
Davis Capital Management871$72.8K0.05%+871New
Harbor Investment Advisory, LLC854$71.3K0.01%−1,055−55.3%Reduced
General Partner, Inc.842$70.3K0.04%00.0%Unchanged
Salomon & Ludwin, LLC802$69.6K0.01%+549+217.0%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA830$69.3K0.02%00.0%Unchanged
American Capital Advisory, LLC820$68.5K0.03%+14+1.7%Added
AdvisorNet Financial, Inc818$68.3K0.00%−102−11.1%Reduced
Medallion Wealth Advisors, LLC810$67.6K0.02%+203+33.4%Added
Inlight Wealth Management, LLC807$67.4K0.03%00.0%Unchanged