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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 59,334 | $4.96M | 0.04% | −27,719−31.8% | Reduced |
| Northwest & Ethical Investments L.P. | 59,294 | $4.95M | 0.12% | +15,402+35.1% | Added |
| Sigma Investment Counselors Inc | 59,258 | $4.95M | 0.26% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 58,604 | $4.90M | 0.71% | +3,217+5.8% | Added |
| Viking Fund Management LLC | 58,500 | $4.89M | 0.59% | +500+0.9% | Added |
| Federation des caisses Desjardins du Quebec | 58,390 | $4.88M | 0.02% | −3,093−5.0% | Reduced |
| Generali Asset Management SPA SGR | 57,608 | $4.81M | 0.10% | −16,069−21.8% | Reduced |
| Sovereign's Capital Management, LLC | 57,541 | $4.81M | 2.61% | +39,293+215.3% | Added |
| Glenview Trust Co | 57,465 | $4.80M | 0.08% | −835−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 57,373 | $4.79M | 0.04% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 57,306 | $4.79M | 1.52% | +50,993+807.7% | Added |
| Cooper Financial Group | 56,978 | $4.76M | 0.53% | +71+0.1% | Added |
| PFG Investments, LLC | 56,432 | $4.71M | 0.24% | +7,196+14.6% | Added |
| Mizuho Securities USA LLC | 53,609 | $4.69M | 0.09% | +2,902+5.7% | Added |
| Altrius Capital Management Inc | 55,747 | $4.66M | 1.06% | +12,090+27.7% | Added |
| Tufton Capital Management | 55,497 | $4.63M | 0.83% | −792−1.4% | Reduced |
| Concurrent Investment Advisors, LLC | 55,064 | $4.60M | 0.08% | +7,709+16.3% | Added |
| Linscomb & Williams, Inc. | 54,595 | $4.56M | 0.20% | +2,760+5.3% | Added |
| Level Four Advisory Services, LLC | 54,419 | $4.55M | 0.16% | −4,438−7.5% | Reduced |
| Brown Brothers Harriman & Co | 54,416 | $4.55M | 0.03% | +2,180+4.2% | Added |
| Pinkerton Retirement Specialists, LLC | 54,339 | $4.54M | 0.49% | +13,952+34.5% | Added |
| JustInvest LLC | 53,955 | $4.51M | 0.05% | −20,488−27.5% | Reduced |
| Advisory Services Network, LLC | 53,811 | $4.49M | 0.07% | +3,705+7.4% | Added |
| Pinebridge Investments, L.P. | 53,731 | $4.49M | 0.03% | −91,224−62.9% | Reduced |
| Grace & White Inc | 53,690 | $4.48M | 0.79% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 53,403 | $4.46M | 1.69% | +19,009+55.3% | Added |
| O'Shaughnessy Asset Management, LLC | 53,248 | $4.45M | 0.03% | −4,072−7.1% | Reduced |
| AustralianSuper Pty Ltd | 53,002 | $4.43M | 0.02% | −24,769−31.8% | Reduced |
| Stratos Wealth Partners, LTD. | 52,586 | $4.39M | 0.05% | −1,073−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 52,337 | $4.37M | 0.00% | −2,911−5.3% | Reduced |
| GAM Holding AG | 52,212 | $4.36M | 0.27% | −840−1.6% | Reduced |
| Morgan Dempsey Capital Management LLC | 52,206 | $4.36M | 1.94% | +6,438+14.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 52,006 | $4.34M | 0.04% | +508+1.0% | Added |
| TownSquare Capital, LLC | 51,775 | $4.32M | 0.65% | +6,708+14.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 51,636 | $4.31M | 0.12% | −38,491−42.7% | Reduced |
| Steel Peak Wealth Management LLC | 51,288 | $4.28M | 0.14% | +38,587+303.8% | Added |
| Vivaldi Capital Management, LLC | 50,836 | $4.25M | 0.60% | −12,329−19.5% | Reduced |
| Commonwealth Retirement Investments LLC | 50,807 | $4.24M | 1.44% | +3,921+8.4% | Added |
| Birch Capital Management, LLC | 50,390 | $4.21M | 2.15% | −1,004−2.0% | Reduced |
| Apollon Wealth Management, LLC | 50,267 | $4.20M | 0.07% | +5,562+12.4% | Added |
| Boyer & Corporon Wealth Management, LLC | 50,234 | $4.20M | 1.26% | +2,070+4.3% | Added |
| Kamunting Street Capital Management, L.P. | 50,000 | $4.18M | 3.11% | +50,000 | New |
| Arkfeld Wealth Strategies, L.L.C. | 47,897 | $4.16M | 1.52% | +4,437+10.2% | Added |
| Integrated Wealth Concepts LLC | 49,750 | $4.16M | 0.04% | −4,049−7.5% | Reduced |
| Tocqueville Asset Management L.P. | 49,589 | $4.14M | 0.06% | +879+1.8% | Added |
| Skylands Capital, LLC | 49,540 | $4.14M | 0.57% | +1,095+2.3% | Added |
| ExodusPoint Capital Management, LP | 49,472 | $4.13M | 0.06% | −27,363−35.6% | Reduced |
| AE Wealth Management LLC | 49,369 | $4.12M | 0.03% | −343−0.7% | Reduced |
| Intellus Advisors LLC | 48,670 | $4.07M | 0.56% | +60.0% | Added |
| Prospera Financial Services Inc | 48,633 | $4.06M | 0.07% | −7,347−13.1% | Reduced |
| Biondo Investment Advisors, LLC | 48,510 | $4.05M | 0.51% | +48,510 | New |
| SummitTX Capital, L.P. | 48,473 | $4.05M | 0.17% | +35,840+283.7% | Added |
| Sompo Asset Management Co., Ltd. | 47,922 | $4.00M | 0.69% | −4,354−8.3% | Reduced |
| Avantax Planning Partners, Inc. | 47,869 | $4.00M | 0.11% | +424+0.9% | Added |
| Community Bank, N.A. | 47,854 | $4.00M | 0.48% | −968−2.0% | Reduced |
| Armstrong Advisory Group, Inc | 47,566 | $3.97M | 0.28% | −7,029−12.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 47,502 | $3.97M | 1.56% | +6,380+15.5% | Added |
| Man Group plc | 47,148 | $3.94M | 0.01% | −254,454−84.4% | Reduced |
| Keystone Financial Planning, Inc. | 47,091 | $3.93M | 1.14% | −163−0.3% | Reduced |
| Wesbanco Bank Inc | 46,949 | $3.92M | 0.11% | −10,597−18.4% | Reduced |
| Mediolanum International Funds Ltd | 46,234 | $3.91M | 0.04% | +15,398+49.9% | Added |
| Rowland & Co Investment Counsel | 46,737 | $3.90M | 0.77% | −644−1.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 46,754 | $3.90M | 0.03% | +16,007+52.1% | Added |
| Strategic Planning, Inc. | 46,511 | $3.89M | 2.25% | +46,511 | New |
| TCTC Holdings, LLC | 46,117 | $3.85M | 0.11% | −740−1.6% | Reduced |
| Lathrop Investment Management Corp | 46,094 | $3.85M | 0.71% | +189+0.4% | Added |
| Kentucky Retirement Systems | 46,083 | $3.85M | 0.11% | −642−1.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 45,868 | $3.83M | 0.38% | +3,568+8.4% | Added |
| Koshinski Asset Management, Inc. | 45,616 | $3.81M | 0.26% | −1,665−3.5% | Reduced |
| Kesler, Norman & Wride, LLC | 30,119 | $3.80M | 0.74% | +28,079+1,376.4% | Added |
| Leonteq Securities AG | 45,199 | $3.78M | 0.20% | +32,104+245.2% | Added |
| Lynch & Associates | 45,166 | $3.77M | 0.73% | −8,643−16.1% | Reduced |
| Iams Wealth Management, LLC | 44,966 | $3.76M | 1.51% | +3,229+7.7% | Added |
| Boston Research & Management Inc | 44,936 | $3.75M | 0.82% | +2,193+5.1% | Added |
| MAI Capital Management | 44,638 | $3.73M | 0.02% | +3,741+9.1% | Added |
| Palouse Capital Management, Inc. | 43,912 | $3.67M | 2.33% | +11,320+34.7% | Added |
| San Luis Wealth Advisors LLC | 43,747 | $3.65M | 0.66% | +11,787+36.9% | Added |
| First National Bank of Omaha | 43,747 | $3.65M | 0.23% | −1,195−2.7% | Reduced |
| Alberta Investment Management Corp | 43,700 | $3.65M | 0.03% | 00.0% | Unchanged |
| Welch & Forbes LLC | 43,520 | $3.64M | 0.04% | −7,232−14.2% | Reduced |
| Waterfront Wealth Inc. | 41,670 | $3.64M | 0.74% | +604+1.5% | Added |
| Pine Valley Investments Ltd Liability Co | 43,299 | $3.62M | 0.19% | +5,950+15.9% | Added |
| Abn Amro Investment Solutions | 43,265 | $3.61M | 0.07% | −20,604−32.3% | Reduced |
| Northwest Bancshares, Inc. | 43,242 | $3.61M | 0.60% | +7,304+20.3% | Added |
| Engineers Gate Manager LP | 43,182 | $3.61M | 0.04% | −169,957−79.7% | Reduced |
| Norinchukin Bank, The | 43,130 | $3.60M | 0.05% | +1,327+3.2% | Added |
| Exchange Traded Concepts, LLC | 43,075 | $3.60M | 0.03% | +41,882+3,510.6% | Added |
| Hartford Investment Management Co | 42,974 | $3.59M | 0.11% | −1,218−2.8% | Reduced |
| Inspire Advisors, LLC | 42,472 | $3.55M | 0.34% | +3,182+8.1% | Added |
| Winton Group Ltd | 42,440 | $3.55M | 0.13% | +34,314+422.3% | Added |
| Woodstock Corp | 42,432 | $3.54M | 0.31% | −3,612−7.8% | Reduced |
| Catherine Avery Investment Management LLC | 42,371 | $3.54M | 2.28% | +17,313+69.1% | Added |
| Crossmark Global Holdings, Inc. | 42,269 | $3.53M | 0.05% | +4,484+11.9% | Added |
| Naples Global Advisors, LLC | 42,107 | $3.52M | 0.27% | −5,061−10.7% | Reduced |
| Bridge Creek Capital Management LLC | 42,030 | $3.51M | 0.98% | +1,491+3.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 42,005 | $3.51M | 0.05% | +20,691+97.1% | Added |
| HB Wealth Management, LLC | 41,733 | $3.49M | 0.02% | +1,336+3.3% | Added |
| Kornitzer Capital Management Inc | 41,624 | $3.48M | 0.07% | −19,842−32.3% | Reduced |
| Highland Capital Management, LLC | 41,481 | $3.46M | 0.17% | −700−1.7% | Reduced |
| Builder Investment Group Inc | 40,868 | $3.41M | 0.77% | −175−0.4% | Reduced |