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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 21,525 | $1.80M | 0.11% | +3,562+19.8% | Added |
| Syntax Research, Inc. | 21,473 | $1.79M | 1.15% | +14,970+230.2% | Added |
| Cullen/Frost Bankers, Inc. | 21,427 | $1.79M | 0.02% | −1,466−6.4% | Reduced |
| Inlet Private Wealth, LLC | 21,418 | $1.79M | 0.40% | −10,535−33.0% | Reduced |
| Bonness Enterprises Inc | 21,150 | $1.77M | 0.58% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 21,059 | $1.76M | 0.19% | +5,504+35.4% | Added |
| QTR Family Wealth, LLC | 20,975 | $1.75M | 0.83% | −583−2.7% | Reduced |
| Independence Bank of Kentucky | 20,654 | $1.73M | 0.22% | −1,110−5.1% | Reduced |
| Banco Santander, S.A. | 20,651 | $1.72M | 0.02% | +5,263+34.2% | Added |
| Edgemoor Investment Advisors, Inc. | 20,592 | $1.72M | 0.13% | +14,477+236.7% | Added |
| Miller Howard Investments Inc | 20,590 | $1.72M | 0.05% | −1,941−8.6% | Reduced |
| CAPROCK Group, Inc. | 19,138 | $1.71M | 0.04% | +19,138 | New |
| Pinnacle Associates Ltd | 20,460 | $1.71M | 0.02% | −5,878−22.3% | Reduced |
| Koss-Olinger Consulting, LLC | 16,829 | $1.70M | 0.14% | −20−0.1% | Reduced |
| Whittier Trust Co | 19,463 | $1.69M | 0.02% | −885−4.3% | Reduced |
| Wedbush Securities Inc | 20,193 | $1.69M | 0.06% | +2,044+11.3% | Added |
| Foundations Investment Advisors, LLC | 20,125 | $1.68M | 0.02% | +698+3.6% | Added |
| Wahed Invest LLC | 20,080 | $1.68M | 0.23% | +126+0.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 20,040 | $1.67M | 0.70% | +1,034+5.4% | Added |
| Jensen Investment Management Inc | 20,000 | $1.67M | 0.02% | −1,840−8.4% | Reduced |
| Advanced Asset Management Advisors Inc | 20,000 | $1.67M | 0.45% | 00.0% | Unchanged |
| FLC Capital Advisors | 19,976 | $1.67M | 0.32% | +6,159+44.6% | Added |
| MUFG Securities Americas Inc. | 19,848 | $1.66M | 0.11% | +3,587+22.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 19,769 | $1.65M | 0.08% | −4,353−18.0% | Reduced |
| McAdam, LLC | 19,735 | $1.65M | 0.08% | +14,451+273.5% | Added |
| Fortis Group Advisors, LLC | 16,985 | $1.63M | 0.28% | +16,735+6,694.0% | Added |
| Searle & Co. | 19,495 | $1.63M | 0.43% | +1,000+5.4% | Added |
| Exencial Wealth Advisors, LLC | 19,475 | $1.63M | 0.05% | +720+3.8% | Added |
| HBW Advisory Services LLC | 19,402 | $1.62M | 0.18% | +16,876+668.1% | Added |
| Rehmann Capital Advisory Group | 19,371 | $1.62M | 0.09% | +834+4.5% | Added |
| Janney Capital Management LLC | 19,353 | $1.62M | 0.10% | −80,822−80.7% | Reduced |
| Harvest Investment Services, LLC | 19,344 | $1.62M | 0.33% | −1,072−5.3% | Reduced |
| Schulhoff & Co Inc | 19,329 | $1.61M | 0.69% | −522−2.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 19,316 | $1.61M | 0.11% | −515−2.6% | Reduced |
| Mizuho Markets Cayman LP | 19,308 | $1.61M | 0.14% | +19,308 | New |
| Banque Cantonale Vaudoise | 19,182 | $1.60M | 0.06% | +1,800+10.4% | Added |
| Atomi Financial Group, Inc. | 19,155 | $1.60M | 0.05% | +149+0.8% | Added |
| Prudential PLC | 19,141 | $1.60M | 0.01% | +5,213+37.4% | Added |
| XTX Topco Ltd | 19,129 | $1.60M | 0.08% | +13,176+221.3% | Added |
| Dynamic Technology Lab Private Ltd | 19,124 | $1.60M | 0.27% | +14,606+323.3% | Added |
| Oak Harbor Wealth Partners, LLC | 19,117 | $1.60M | 0.39% | −361−1.9% | Reduced |
| V-Square Quantitative Management LLC | 18,986 | $1.59M | 0.27% | +2,420+14.6% | Added |
| Long Run Wealth Advisors, LLC | 18,944 | $1.58M | 0.31% | +4,025+27.0% | Added |
| Pure Financial Advisors, Inc. | 18,930 | $1.58M | 0.03% | −1,857−8.9% | Reduced |
| Flavin Financial Services, Inc. | 18,779 | $1.57M | 1.11% | +6,629+54.6% | Added |
| Sigma Planning Corp | 18,690 | $1.56M | 0.04% | −171−0.9% | Reduced |
| RFG Advisory, LLC | 18,688 | $1.56M | 0.03% | −12,728−40.5% | Reduced |
| Green Square Capital Advisors LLC | 15,412 | $1.56M | 0.19% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 18,604 | $1.55M | 0.03% | −356−1.9% | Reduced |
| McDaniel Terry & Co | 18,545 | $1.55M | 0.12% | −342−1.8% | Reduced |
| Groupe la Francaise | 18,920 | $1.55M | 0.02% | +2,920+18.3% | Added |
| Marathon Trading Investment Management LLC | 18,400 | $1.54M | 0.65% | +18,400 | New |
| Arnhold LLC | 18,370 | $1.53M | 0.13% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 18,363 | $1.53M | 0.41% | −11,567−38.6% | Reduced |
| Cowa, LLC | 18,272 | $1.53M | 0.51% | +9,487+108.0% | Added |
| Geneos Wealth Management Inc. | 18,247 | $1.52M | 0.04% | +1,051+6.1% | Added |
| Clear Street Markets LLC | 18,170 | $1.52M | 0.50% | +6,156+51.2% | Added |
| Cyndeo Wealth Partners, LLC | 18,007 | $1.50M | 0.08% | −923−4.9% | Reduced |
| Arbor Capital Management Inc | 17,696 | $1.50M | 1.21% | +17,696 | New |
| Aspire Private Capital, LLC | 17,972 | $1.50M | 0.33% | −74−0.4% | Reduced |
| Krilogy Financial LLC | 16,133 | $1.50M | 0.06% | +16,133 | New |
| Marion Wealth Management | 17,896 | $1.49M | 0.35% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 17,664 | $1.48M | 0.04% | −2,353−11.8% | Reduced |
| Sculati Wealth Management, LLC | 17,619 | $1.47M | 0.52% | −85−0.5% | Reduced |
| Orca Investment Management, LLC | 17,609 | $1.47M | 1.20% | −349−1.9% | Reduced |
| Alphadyne Asset Management LP | 17,609 | $1.47M | 0.99% | +17,609 | New |
| CFC Planning Co LLC | 17,585 | $1.47M | 1.23% | +1,048+6.3% | Added |
| Boomfish Wealth Group, LLC | 17,581 | $1.47M | 0.79% | +56+0.3% | Added |
| Old Port Advisors | 17,544 | $1.47M | 0.37% | −1,953−10.0% | Reduced |
| Beacon Investment Advisors LLC | 17,523 | $1.46M | 0.60% | +296+1.7% | Added |
| Clearstead Advisors, LLC | 17,517 | $1.46M | 0.02% | −8,694−33.2% | Reduced |
| Manske Wealth Management | 17,514 | $1.46M | 0.45% | +10,374+145.3% | Added |
| NewEdge Wealth, LLC | 15,742 | $1.46M | 0.02% | +6,617+72.5% | Added |
| Pallas Capital Advisors LLC | 17,467 | $1.46M | 0.05% | −2,444−12.3% | Reduced |
| We Are One Seven, LLC | 17,397 | $1.45M | 0.03% | +6,720+62.9% | Added |
| Culbertson A N & Co Inc | 17,372 | $1.45M | 0.21% | +2,379+15.9% | Added |
| Caption Management, LLC | 17,340 | $1.45M | 0.08% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 17,313 | $1.45M | 0.12% | −4,056−19.0% | Reduced |
| Glass Wealth Management Co LLC | 17,280 | $1.44M | 0.64% | −385−2.2% | Reduced |
| Sky Investment Group LLC | 17,244 | $1.44M | 0.24% | −12,321−41.7% | Reduced |
| Daymark Wealth Partners, LLC | 17,090 | $1.43M | 0.05% | +1,139+7.1% | Added |
| Old Point Trust & Financial Services N A | 17,061 | $1.43M | 0.46% | −2,490−12.7% | Reduced |
| Parallel Advisors, LLC | 17,015 | $1.42M | 0.03% | −2,594−13.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 16,940 | $1.41M | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 16,897 | $1.41M | 0.09% | −12,699−42.9% | Reduced |
| Lantz Financial LLC | 16,864 | $1.41M | 0.31% | −1,539−8.4% | Reduced |
| Trust Co of Vermont | 16,805 | $1.40M | 0.06% | −1,147−6.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16,785 | $1.40M | 0.48% | +20.0% | Added |
| LongView Wealth Management | 16,696 | $1.39M | 0.38% | −9,812−37.0% | Reduced |
| Strengthening Families & Communities, LLC | 16,244 | $1.39M | 0.31% | +15,487+2,045.8% | Added |
| HAP Trading, LLC | 16,598 | $1.39M | 0.38% | +16,598 | New |
| Argent Trust Co | 16,572 | $1.38M | 0.05% | −3,799−18.6% | Reduced |
| Argent Advisors, Inc. | 16,553 | $1.38M | 0.41% | +357+2.2% | Added |
| Brighton Jones LLC | 16,535 | $1.38M | 0.03% | −1,382−7.7% | Reduced |
| Fox Run Management, L.L.C. | 16,519 | $1.38M | 0.22% | +11,365+220.5% | Added |
| Ausdal Financial Partners, Inc. | 16,499 | $1.38M | 0.07% | +11,747+247.2% | Added |
| Colonial Trust Co | 16,486 | $1.38M | 0.19% | −6,523−28.3% | Reduced |
| NBT Bank N A | 16,444 | $1.37M | 0.09% | −129−0.8% | Reduced |
| GHP Investment Advisors, Inc. | 16,347 | $1.37M | 0.06% | −1,404−7.9% | Reduced |
| Ted Buchan & Co | 16,289 | $1.36M | 0.53% | +3,409+26.5% | Added |