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 |
|---|---|---|---|---|---|
| Halbert Hargrove Global Advisors, LLC | 40 | $3.34K | 0.00% | +40 | New |
| Estabrook Capital Management | 40 | $3.34K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 39 | $3.26K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 35 | $2.92K | 0.00% | +16+84.2% | Added |
| Caitlin John, LLC | 34 | $2.81K | 0.00% | +34 | New |
| Principia Wealth Advisory, LLC | 33 | $2.76K | 0.00% | +3+10.0% | Added |
| Newton One Investments LLC | 33 | $2.75K | 0.00% | +1+3.1% | Added |
| Tortoise Investment Management, LLC | 32 | $2.67K | 0.00% | −25−43.9% | Reduced |
| Dogwood Wealth Management LLC | 31 | $2.59K | 0.00% | −21−40.4% | Reduced |
| Cedar Wealth Management, LLC | 31 | $2.56K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 30 | $2.53K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 29 | $2.42K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 27 | $2.25K | 0.00% | +27 | New |
| Trifecta Capital Advisors, LLC | 25 | $2.09K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 25 | $2.09K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $2.09K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 25 | $2.09K | 0.00% | +25 | New |
| Wealth Preservation Advisors, LLC | 24 | $2.00K | 0.00% | −33−57.9% | Reduced |
| Financial Connections Group, Inc. | 31 | $2.00K | 0.00% | −67−68.4% | Reduced |
| Private Wealth Management Group, LLC | 23 | $1.92K | 0.00% | −79−77.5% | Reduced |
| Gleason Group, Inc. | 22 | $1.84K | 0.00% | −6,842−99.7% | Reduced |
| Holos Integrated Wealth LLC | 22 | $1.82K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 21 | $1.75K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 20 | $1.67K | 0.00% | +20 | New |
| Aspect Partners, LLC | 19 | $1.59K | 0.00% | −8−29.6% | Reduced |
| 1 North Wealth Services LLC | 19 | $1.59K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 18 | $1.50K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 18 | $1.50K | 0.05% | −2−10.0% | Reduced |
| Main Street Group, LTD | 16 | $1.34K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $1.25K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 13 | $1.09K | 0.00% | +13 | New |
| ROSS\JOHNSON & Associates LLC | 13 | $1.09K | 0.02% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $1.09K | 0.00% | +1+8.3% | Added |
| Hanson & Doremus Investment Management | 10 | $1.00K | 0.00% | −656−98.5% | Reduced |
| Game Plan Financial Advisors, LLC | 11 | $919 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 10 | $835 | 0.00% | −227−95.8% | Reduced |
| Dakota Community Bank & Trust NA | 10 | $835 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $669 | 0.00% | −105−92.9% | Reduced |
| Kerr Financial Planning Corp | 7 | $665 | 0.00% | +7 | New |
| Turning Point Benefit Group, Inc. | 5 | $422 | 0.00% | +5 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 5 | $418 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 4 | $335 | 0.00% | +4 | New |
| High Note Wealth, LLC | 4 | $334 | 0.00% | +2+100.0% | Added |
| Stone House Investment Management, LLC | 4 | $292 | 0.00% | −3−42.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 3 | $251 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 3 | $215 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Salzhauer Michael | 369 | – | – | +369 | New |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 0 | $0 | 0.00% | −755,089−100.0% | Sold out |
| Value Partners Investments Inc. | 0 | $0 | 0.00% | −577,874−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −538,570−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −519,743−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −314,991−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −300,600−100.0% | Sold out |
| Smith Chas P & Associates Pa Cpas | 0 | $0 | 0.00% | −253,667−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −249,555−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −233,956−100.0% | Sold out |
| McGowan Group Asset Management, Inc. | 0 | $0 | 0.00% | −217,699−100.0% | Sold out |
| DDD Partners, LLC | 0 | $0 | 0.00% | −215,816−100.0% | Sold out |
| Professional Advisory Services Inc | 0 | $0 | 0.00% | −205,213−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −143,278−100.0% | Sold out |
| London & Capital Asset Management Ltd | 0 | $0 | 0.00% | −124,711−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −121,072−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −93,535−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −82,000−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −75,180−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −73,070−100.0% | Sold out |
| Hendershot Investments Inc. | 0 | $0 | 0.00% | −54,507−100.0% | Sold out |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −53,940−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −52,149−100.0% | Sold out |
| Fusion Capital, LLC | 0 | $0 | 0.00% | −49,711−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −43,620−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −42,451−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −40,476−100.0% | Sold out |
| BLI - Banque de Luxembourg Investments | 0 | $0 | 0.00% | −38,880−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −37,508−100.0% | Sold out |
| Riverview Capital Advisers, LLC | 0 | $0 | 0.00% | −33,478−100.0% | Sold out |
| Impala Asset Management LLC | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −32,086−100.0% | Sold out |
| Atwater Malick LLC | 0 | $0 | 0.00% | −30,364−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −28,912−100.0% | Sold out |
| GLOBALT Investments LLC | 0 | $0 | 0.00% | −28,025−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −26,614−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −24,706−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −25,933−100.0% | Sold out |
| SAM Advisors, LLC | 0 | $0 | 0.00% | −25,625−100.0% | Sold out |
| Doheny Asset Management | 0 | $0 | 0.00% | −24,394−100.0% | Sold out |
| Anderson Hoagland & Co | 0 | $0 | 0.00% | −23,913−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −23,769−100.0% | Sold out |
| Optimist Retirement Group LLC | 0 | $0 | 0.00% | −23,305−100.0% | Sold out |
| HORAN Wealth, LLC | 0 | $0 | 0.00% | −22,414−100.0% | Sold out |
| Udine Wealth Management, Inc. | 0 | $0 | 0.00% | −22,140−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −20,396−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −19,595−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −19,321−100.0% | Sold out |
| Cox Capital Mgt LLC | 0 | $0 | 0.00% | −18,531−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −17,176−100.0% | Sold out |