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 |
|---|---|---|---|---|---|
| Saranac Partners Ltd | 230 | $19.4K | 0.00% | +230 | New |
| Millstone Evans Group, LLC | 232 | $19.4K | 0.01% | −93−28.6% | Reduced |
| SJS Investment Consulting Inc. | 232 | $19.4K | 0.00% | +219+1,684.6% | Added |
| MV Capital Management, Inc. | 225 | $18.8K | 0.00% | −45−16.7% | Reduced |
| Stephens Consulting, LLC | 223 | $18.6K | 0.01% | −29−11.5% | Reduced |
| Fourth Dimension Wealth, LLC | 216 | $18.0K | 0.01% | −9−4.0% | Reduced |
| Consultiva Wealth Management, Corp. | 215 | $18.0K | 0.05% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 211 | $17.6K | 0.02% | +211 | New |
| Front Row Advisors LLC | 210 | $17.5K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 210 | $17.5K | 0.00% | +60+40.0% | Added |
| ORG Partners LLC | 205 | $17.1K | 0.00% | +4+2.0% | Added |
| TruNorth Capital Management, LLC | 202 | $16.9K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 200 | $16.7K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 200 | $16.7K | 0.00% | +20+11.1% | Added |
| Quaker Wealth Management, LLC | 198 | $16.6K | 0.01% | +6+3.1% | Added |
| Tobam | 193 | $16.0K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 182 | $15.2K | 0.00% | −94−34.1% | Reduced |
| Red Tortoise LLC | 170 | $14.2K | 0.01% | +3+1.8% | Added |
| Aventura Private Wealth, LLC | 168 | $14.0K | 0.01% | −27−13.8% | Reduced |
| Tripletail Wealth Management, LLC | 161 | $14.0K | 0.02% | +161 | New |
| Creekmur Asset Management LLC | 167 | $13.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 167 | $13.9K | 0.00% | −7−4.0% | Reduced |
| Thompson Investment Management, Inc. | 162 | $13.5K | 0.00% | +53+48.6% | Added |
| Dunhill Financial, LLC | 162 | $13.5K | 0.00% | −107−39.8% | Reduced |
| Howard Hughes Medical Institute | 158 | $13.2K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 155 | $12.9K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 155 | $12.9K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 153 | $12.8K | 0.00% | −62−28.8% | Reduced |
| Zions Bancorporation, National Association | 151 | $12.6K | 0.00% | −31,096−99.5% | Reduced |
| Cromwell Holdings LLC | 147 | $12.3K | 0.01% | −2,193−93.7% | Reduced |
| Cranbrook Wealth Management, LLC | 147 | $12.3K | 0.00% | +147 | New |
| Coston, McIsaac & Partners | 153 | $12.0K | 0.00% | +1+0.7% | Added |
| BFSG, LLC | 140 | $11.7K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 139 | $11.6K | 0.01% | +40+40.4% | Added |
| Proffitt & Goodson Inc | 139 | $11.6K | 0.00% | +139 | New |
| Cedar Mountain Advisors, LLC | 137 | $11.4K | 0.00% | +67+95.7% | Added |
| Westside Investment Management, Inc. | 136 | $11.4K | 0.00% | −824−85.8% | Reduced |
| Prestige Wealth Management Group LLC | 135 | $11.3K | 0.00% | −19−12.3% | Reduced |
| SIMA Wealth Partners, LLC | 134 | $11.2K | 0.01% | +22+19.6% | Added |
| Avalon Trust Co | 134 | $11.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 133 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 139 | $11.0K | 0.00% | −144−50.9% | Reduced |
| DB Fitzpatrick & Co, Inc | 129 | $10.8K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 125 | $10.4K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 120 | $10.0K | 0.00% | −1,081−90.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 100 | $9.52K | 0.00% | 00.0% | Unchanged |
| American National Bank | 111 | $9.27K | 0.00% | −3,340−96.8% | Reduced |
| Mma Asset Management LLC | 111 | $9.24K | 0.00% | +111 | New |
| Curio Wealth, LLC | 110 | $9.19K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 109 | $9.11K | 0.00% | +39+55.7% | Added |
| Hager Investment Management Services, LLC | 105 | $8.77K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 104 | $8.69K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 102 | $8.52K | 0.00% | +12+13.3% | Added |
| Advantage Trust Co | 100 | $8.35K | 0.00% | −500−83.3% | Reduced |
| Global Trust Asset Management, LLC | 100 | $8.35K | 0.00% | −140−58.3% | Reduced |
| Marquette Asset Management, LLC | 99 | $8.27K | 0.00% | +71+253.6% | Added |
| Highline Wealth Partners LLC | 96 | $8.03K | 0.00% | +9+10.3% | Added |
| Burkett Financial Services, LLC | 96 | $8.00K | 0.00% | +2+2.1% | Added |
| Meeder Asset Management Inc | 94 | $7.85K | 0.00% | +3+3.3% | Added |
| Legacy Wealth Managment, LLC | 88 | $7.35K | 0.00% | +88 | New |
| Crewe Advisors LLC | 83 | $6.93K | 0.00% | −153−64.8% | Reduced |
| YANKCOM Partnership | 83 | $6.93K | 0.00% | −2−2.4% | Reduced |
| Cornerstone Planning Group LLC | 56 | $6.87K | 0.00% | −173−75.5% | Reduced |
| Westfuller Advisors, LLC | 82 | $6.86K | 0.00% | +82 | New |
| Flagship Wealth Advisors, LLC | 82 | $6.85K | 0.00% | +82 | New |
| Bare Financial Services, Inc | 81 | $6.77K | 0.00% | +11+15.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 76 | $6.35K | 0.01% | −3,286−97.7% | Reduced |
| Rosenberg Matthew Hamilton | 75 | $6.26K | 0.00% | −684−90.1% | Reduced |
| Financial Management Professionals, Inc. | 75 | $6.26K | 0.00% | +71+1,775.0% | Added |
| Hughes Financial Services, LLC | 67 | $6.24K | 0.00% | −16−19.3% | Reduced |
| Eukles Asset Management | 73 | $6.10K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 71 | $5.93K | 0.00% | −49−40.8% | Reduced |
| First Command Advisory Services, Inc. | 70 | $5.85K | 0.00% | −102−59.3% | Reduced |
| Gould Capital, LLC | 70 | $5.85K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 70 | $5.83K | 0.00% | +2+2.9% | Added |
| Union Bancaire Privee, UBP SA | 68 | $5.69K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 68 | $5.69K | 0.00% | +68 | New |
| Field & Main Bank | 65 | $5.43K | 0.00% | −315−82.9% | Reduced |
| Bell Investment Advisors, Inc | 64 | $5.35K | 0.00% | −164−71.9% | Reduced |
| Kozak & Associates, Inc. | 54 | $5.05K | 0.00% | +1+1.9% | Added |
| FNY Investment Advisers, LLC | 71 | $5.00K | 0.00% | −275−79.5% | Reduced |
| Boyd Watterson Asset Management LLC | 57 | $4.76K | 0.00% | −20−26.0% | Reduced |
| Pineridge Advisors LLC | 53 | $4.45K | 0.00% | +1+1.9% | Added |
| Luminist Capital LLC | 50 | $4.22K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 50 | $4.18K | 0.00% | −62−55.4% | Reduced |
| Carolina Wealth Advisors, LLC | 50 | $4.18K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $4.18K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 50 | $4.18K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 50 | $4.18K | 0.00% | +50 | New |
| 1620 Investment Advisors, Inc. | 48 | $4.01K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 48 | $4.01K | 0.00% | +48 | New |
| Quest 10 Wealth Builders, Inc. | 48 | $4.00K | 0.00% | +1+2.1% | Added |
| Cloud Capital Management, LLC | 54 | $4.00K | 0.00% | +54 | New |
| GPS Wealth Strategies Group, LLC | 47 | $3.94K | 0.00% | −68−59.1% | Reduced |
| Guerra Advisors Inc | 47 | $3.90K | 0.00% | +47 | New |
| Howard Capital Management Group, LLC | 46 | $3.84K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 45 | $3.76K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 44 | $3.67K | 0.00% | −187−81.0% | Reduced |
| Valued Wealth Advisors LLC | 44 | $3.67K | 0.00% | −104−70.3% | Reduced |