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 |
|---|---|---|---|---|---|
| Evelyn Partners Investment Management Services Ltd | 805 | $67.2K | 0.01% | +805 | New |
| LOM Asset Management Ltd | 801 | $67.0K | 0.02% | −1,676−67.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 800 | $66.8K | 0.00% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 796 | $66.5K | 0.14% | +796 | New |
| Hazlett, Burt & Watson, Inc. | 791 | $65.0K | 0.02% | −259−24.7% | Reduced |
| Kimelman & Baird, LLC | 742 | $62.0K | 0.00% | −135,252−99.5% | Reduced |
| MCF Advisors LLC | 688 | $57.5K | 0.00% | −354−34.0% | Reduced |
| IMG Wealth Management, Inc. | 672 | $56.1K | 0.04% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 669 | $55.9K | 0.01% | +172+34.6% | Added |
| Toth Financial Advisory Corp | 658 | $55.0K | 0.01% | +4+0.6% | Added |
| Tompkins Financial Corp | 656 | $54.8K | 0.00% | −169−20.5% | Reduced |
| Redwood Park Advisors LLC | 655 | $54.8K | 0.04% | +2+0.3% | Added |
| Quent Capital, LLC | 654 | $54.7K | 0.00% | +654 | New |
| Clark Wealth Partners | 551 | $54.6K | 0.03% | +444+415.0% | Added |
| Bogart Wealth, LLC | 645 | $53.9K | 0.00% | −140−17.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 645 | $53.9K | 0.00% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 634 | $53.0K | 0.01% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 618 | $51.6K | 0.02% | +618 | New |
| Pinney & Scofield, Inc. | 615 | $51.4K | 0.03% | +197+47.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 600 | $50.1K | 0.02% | +50+9.1% | Added |
| Webster Bank, N. A. | 598 | $50.0K | 0.00% | −269−31.0% | Reduced |
| Nemes Rush Group LLC | 595 | $49.7K | 0.00% | −16−2.6% | Reduced |
| Capital Advisors, Ltd. LLC | 540 | $45.0K | 0.01% | −229−29.8% | Reduced |
| North Capital, Inc. | 536 | $44.8K | 0.03% | −29−5.1% | Reduced |
| South Plains Financial, Inc. | 535 | $44.7K | 0.03% | −740−58.0% | Reduced |
| CNB Bank | 526 | $43.9K | 0.02% | +313+146.9% | Added |
| TFC Financial Management | 524 | $43.8K | 0.01% | −10−1.9% | Reduced |
| REAP Financial Group, LLC | 517 | $43.2K | 0.01% | +34+7.0% | Added |
| Chesapeake Asset Management LLC | 515 | $43.0K | 0.04% | −267−34.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 498 | $41.6K | 0.03% | +309+163.5% | Added |
| WPG Advisers, LLC | 486 | $40.6K | 0.03% | +157+47.7% | Added |
| Rossby Financial, LCC | 481 | $40.6K | 0.01% | +36+8.1% | Added |
| Wolff Wiese Magana LLC | 479 | $40.0K | 0.02% | −12,456−96.3% | Reduced |
| SWAN Capital LLC | 472 | $39.4K | 0.02% | +8+1.7% | Added |
| Fairscale Capital, LLC | 466 | $38.9K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 464 | $38.8K | 0.00% | −1,553−77.0% | Reduced |
| True Wealth Design, LLC | 461 | $38.5K | 0.01% | −242−34.4% | Reduced |
| Winch Advisory Services, LLC | 456 | $38.1K | 0.01% | +124+37.3% | Added |
| Pinnacle Holdings, LLC | 445 | $37.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 433 | $36.2K | 0.01% | −42−8.8% | Reduced |
| Canton Hathaway, LLC | 425 | $36.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 434 | $36.0K | 0.01% | +321+284.1% | Added |
| New England Capital Financial Advisors LLC | 429 | $35.8K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 425 | $35.5K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 418 | $35.0K | 0.01% | +4+1.0% | Added |
| Abound Wealth Management | 405 | $33.8K | 0.01% | −5−1.2% | Reduced |
| Essex Investment Management Co LLC | 404 | $33.7K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 400 | $33.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 390 | $33.0K | 0.00% | +25+6.8% | Added |
| Hilltop National Bank | 383 | $32.0K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 380 | $31.7K | 0.01% | −933−71.1% | Reduced |
| JNBA Financial Advisors | 379 | $31.7K | 0.00% | +20+5.6% | Added |
| UMA Financial Services, Inc. | 376 | $31.4K | 0.00% | +163+76.5% | Added |
| Graney & King, LLC | 375 | $31.3K | 0.02% | +51+15.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 374 | $31.2K | 0.01% | +6+1.6% | Added |
| Joseph Group Capital Management | 365 | $30.5K | 0.01% | +35+10.6% | Added |
| S&T Bank | 364 | $30.4K | 0.01% | −11−2.9% | Reduced |
| RMG Wealth Management LLC | 344 | $30.3K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 360 | $30.1K | 0.00% | −28,487−98.8% | Reduced |
| DT Investment Partners, LLC | 357 | $29.8K | 0.00% | −50−12.3% | Reduced |
| Evermay Wealth Management LLC | 355 | $29.7K | 0.00% | −188−34.6% | Reduced |
| Alpine Bank Wealth Management | 353 | $29.5K | 0.00% | +6+1.7% | Added |
| Richardson Capital Management LLC | 350 | $29.2K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 345 | $28.8K | 0.01% | −20−5.5% | Reduced |
| Evelyn Partners Investment Management LLP | 337 | $28.1K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 335 | $28.0K | 0.01% | +35+11.7% | Added |
| Pingora Partners LLC | 335 | $28.0K | 0.02% | 00.0% | Unchanged |
| Winnow Wealth LLC | 332 | $27.9K | 0.02% | −14,505−97.8% | Reduced |
| Salem Investment Counselors Inc | 324 | $27.1K | 0.00% | −181−35.8% | Reduced |
| Acadian Asset Management LLC | 326 | $26.0K | 0.00% | −18,271−98.2% | Reduced |
| Pacifica Partners Inc. | 307 | $25.9K | 0.01% | −167−35.2% | Reduced |
| Tidemark, LLC | 310 | $25.9K | 0.01% | +5+1.6% | Added |
| Byrne Asset Management LLC | 305 | $25.5K | 0.02% | −133−30.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 303 | $25.3K | 0.00% | −62−17.0% | Reduced |
| Financial Network Wealth Advisors LLC | 299 | $25.0K | 0.03% | +57+23.6% | Added |
| Sachetta, LLC | 295 | $24.7K | 0.01% | −1,107−79.0% | Reduced |
| Painted Porch Advisors LLC | 291 | $24.3K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 288 | $24.1K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 293 | $24.0K | 0.01% | +52+21.6% | Added |
| FSA Wealth Management LLC | 285 | $23.8K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 284 | $23.7K | 0.02% | +2+0.7% | Added |
| Raffa Wealth Management, LLC | 281 | $23.5K | 0.00% | +15+5.6% | Added |
| Sofos Investments, Inc. | 279 | $23.3K | 0.00% | +279 | New |
| TSFG, LLC | 274 | $23.0K | 0.00% | +1+0.4% | Added |
| Insight Financial Services | 274 | $22.9K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 273 | $22.8K | 0.01% | −81−22.9% | Reduced |
| Founders Capital Management | 270 | $22.6K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 267 | $22.3K | 0.01% | −8,609−97.0% | Reduced |
| Financial Perspectives, Inc | 255 | $21.3K | 0.01% | +1+0.4% | Added |
| Glass Jacobson Investment Advisors llc | 252 | $21.1K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 250 | $20.9K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 250 | $20.9K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 250 | $20.9K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 247 | $20.6K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 243 | $20.3K | 0.01% | −376−60.7% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 241 | $20.1K | 0.01% | −12−4.7% | Reduced |
| Valley National Advisers Inc | 240 | $20.0K | 0.00% | +148+160.9% | Added |
| Aventus Investment Advisors, Inc. | 238 | $19.9K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 236 | $19.7K | 0.01% | +19+8.8% | Added |
| Missouri Trust & Investment Co | 235 | $19.6K | 0.01% | −250−51.5% | Reduced |