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 |
|---|---|---|---|---|---|
| Cherokee Insurance Co | 16,250 | $1.36M | 0.58% | +1,500+10.2% | Added |
| Woodmont Investment Counsel LLC | 16,244 | $1.36M | 0.09% | −9,952−38.0% | Reduced |
| Cornerstone Wealth Management, LLC | 16,225 | $1.36M | 0.07% | +1,411+9.5% | Added |
| Zullo Investment Group, Inc. | 16,221 | $1.35M | 0.50% | −661−3.9% | Reduced |
| TrueMark Investments, LLC | 16,177 | $1.35M | 0.23% | +1,140+7.6% | Added |
| Ceera Investments, LLC | 16,164 | $1.35M | 0.42% | +372+2.4% | Added |
| Evercore Wealth Management, LLC | 16,120 | $1.35M | 0.02% | −6,185−27.7% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,000 | $1.34M | 0.10% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 15,994 | $1.34M | 0.02% | −270−1.7% | Reduced |
| Clear Creek Financial Management, LLC | 15,926 | $1.33M | 0.12% | +1,121+7.6% | Added |
| Hantz Financial Services, Inc. | 15,922 | $1.33M | 0.02% | −1,730−9.8% | Reduced |
| Marex Group plc | 15,910 | $1.33M | 0.02% | +15,910 | New |
| Ronald Blue Trust, Inc. | 15,785 | $1.32M | 0.01% | −4,125−20.7% | Reduced |
| Courier Capital LLC | 15,666 | $1.31M | 0.08% | −897−5.4% | Reduced |
| Umb Bank N A | 15,633 | $1.31M | 0.02% | +18+0.1% | Added |
| Donaldson Capital Management, LLC | 15,631 | $1.31M | 0.04% | −270,047−94.5% | Reduced |
| National Asset Management, Inc. | 15,618 | $1.30M | 0.06% | +3,852+32.7% | Added |
| Coppell Advisory Solutions LLC | 15,419 | $1.30M | 0.14% | +1,380+9.8% | Added |
| Kinneret Advisory, LLC | 15,595 | $1.30M | 0.11% | −70−0.4% | Reduced |
| Ridgewood Investments LLC | 15,535 | $1.30M | 0.55% | −585−3.6% | Reduced |
| Park National Corp | 15,526 | $1.30M | 0.04% | +5,501+54.9% | Added |
| Harbour Investment Management LLC | 15,513 | $1.30M | 0.56% | −1,095−6.6% | Reduced |
| Creative Financial Designs Inc | 15,513 | $1.30M | 0.09% | +5,342+52.5% | Added |
| Investors Asset Management of Georgia Inc | 15,506 | $1.30M | 0.55% | +4,040+35.2% | Added |
| Cascade Investment Advisors, Inc. | 15,461 | $1.29M | 0.78% | +1,885+13.9% | Added |
| Accordant Advisory Group Inc | 15,282 | $1.28M | 0.87% | +445+3.0% | Added |
| McDonald Partners LLC | 15,208 | $1.27M | 0.38% | −5,186−25.4% | Reduced |
| Spinnaker Trust | 15,201 | $1.27M | 0.07% | −115−0.8% | Reduced |
| Richard W. Paul & Associates, LLC | 15,167 | $1.27M | 0.43% | +6,284+70.7% | Added |
| Brandes Investment Partners, LP | 15,126 | $1.26M | 0.01% | +4,697+45.0% | Added |
| Redwood Investment Management, LLC | 15,069 | $1.26M | 0.14% | −4,245−22.0% | Reduced |
| Boyar Asset Management Inc. | 15,033 | $1.26M | 0.79% | −223−1.5% | Reduced |
| American Assets Investment Management, LLC | 15,000 | $1.25M | 0.09% | 00.0% | Unchanged |
| Colonial Trust Advisors | 14,941 | $1.25M | 0.10% | −13,275−47.0% | Reduced |
| Postrock Partners LLC | 14,916 | $1.25M | 0.55% | −185−1.2% | Reduced |
| Auxier Asset Management | 14,865 | $1.24M | 0.17% | −1,030−6.5% | Reduced |
| Stock Yards Bank & Trust Co | 14,846 | $1.24M | 0.04% | −5,568−27.3% | Reduced |
| Paradigm Financial Partners, LLC | 14,784 | $1.23M | 0.13% | +2,032+15.9% | Added |
| First Dallas Securities Inc. | 14,772 | $1.23M | 0.46% | +1,052+7.7% | Added |
| Cary Street Partners Financial LLC | 14,754 | $1.23M | 0.03% | −22,791−60.7% | Reduced |
| Maltin Wealth Management, Inc. | 14,742 | $1.23M | 0.51% | −872−5.6% | Reduced |
| Azzad Asset Management Inc | 14,708 | $1.23M | 0.12% | +883+6.4% | Added |
| Arete Wealth Advisors, LLC | 14,685 | $1.23M | 0.08% | −1,001−6.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,664 | $1.22M | 0.06% | −1,572−9.7% | Reduced |
| Aptus Capital Advisors, LLC | 14,544 | $1.21M | 0.01% | −4,284−22.8% | Reduced |
| CBOE Vest Financial, LLC | 14,543 | $1.21M | 0.02% | +2,798+23.8% | Added |
| Pathway Financial Advisers, LLC | 14,597 | $1.21M | 0.35% | −3,550−19.6% | Reduced |
| Heritage Trust Co | 14,526 | $1.21M | 0.13% | −5,338−26.9% | Reduced |
| Probity Advisors, Inc. | 14,465 | $1.21M | 0.20% | −140−1.0% | Reduced |
| Clean Yield Group | 14,458 | $1.21M | 0.34% | +62+0.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 14,396 | $1.20M | 0.52% | +14,396 | New |
| Palisade Asset Management, LLC | 14,326 | $1.20M | 0.11% | −406−2.8% | Reduced |
| Integrated Advisors Network LLC | 14,152 | $1.18M | 0.05% | +3,022+27.2% | Added |
| MUFG Securities EMEA plc | 14,088 | $1.18M | 0.03% | +11,920+549.8% | Added |
| Vinva Investment Management Ltd | 13,911 | $1.18M | 0.02% | −29,029−67.6% | Reduced |
| Tradition Wealth Management, LLC | 14,066 | $1.17M | 0.09% | +19+0.1% | Added |
| Corbyn Investment Management Inc | 14,000 | $1.17M | 0.34% | −117−0.8% | Reduced |
| Tritonpoint Wealth, LLC | 13,994 | $1.17M | 0.10% | −1,611−10.3% | Reduced |
| Radnor Capital Management, LLC | 13,988 | $1.17M | 0.18% | −1,290−8.4% | Reduced |
| New Century Financial Group, LLC | 13,987 | $1.17M | 2.08% | +13,987 | New |
| Rockland Trust Co | 13,981 | $1.17M | 0.05% | +729+5.5% | Added |
| Vestcor Inc | 13,933 | $1.16M | 0.03% | −1,472−9.6% | Reduced |
| Sunbelt Securities, Inc. | 13,826 | $1.15M | 0.08% | −3,096−18.3% | Reduced |
| Caldwell Trust Co | 13,743 | $1.15M | 0.11% | +886+6.9% | Added |
| Kennon-Green & Company, LLC | 13,720 | $1.15M | 0.89% | −2,454−15.2% | Reduced |
| Berkeley Capital Partners, LLC | 13,692 | $1.14M | 0.27% | −1,228−8.2% | Reduced |
| Bryn Mawr Trust Co | 13,681 | $1.14M | 0.03% | −4,257−23.7% | Reduced |
| InvesTrust | 13,675 | $1.14M | 0.42% | +998+7.9% | Added |
| Pitcairn Co | 13,666 | $1.14M | 0.09% | −4,313−24.0% | Reduced |
| Waller Financial Planning Group, Inc | 13,594 | $1.14M | 0.26% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 13,583 | $1.13M | 0.04% | +2,295+20.3% | Added |
| Gateway Investment Advisers LLC | 13,554 | $1.13M | 0.01% | −136,133−90.9% | Reduced |
| Canandaigua National Trust Co of Florida | 13,533 | $1.13M | 0.90% | +3,971+41.5% | Added |
| Silvercrest Asset Management Group LLC | 13,448 | $1.12M | 0.01% | −1,191−8.1% | Reduced |
| Ostrum Asset Management | 13,425 | $1.12M | 0.05% | +959+7.7% | Added |
| Harvest Investment Advisors, LLC | 13,417 | $1.12M | 0.66% | −2,960−18.1% | Reduced |
| Ignite Planners, LLC | 13,276 | $1.11M | 0.18% | −60.0% | Reduced |
| Farringdon Capital, Ltd. | 13,259 | $1.11M | 0.28% | +8,063+155.2% | Added |
| Alerus Financial NA | 13,247 | $1.11M | 0.06% | −886−6.3% | Reduced |
| Horst & Graben Wealth Management LLC | 13,238 | $1.11M | 0.17% | +20.0% | Added |
| Mfg Wealth Management, Inc. | 13,207 | $1.10M | 0.83% | −3,584−21.3% | Reduced |
| Axq Capital, LP | 13,173 | $1.10M | 0.42% | +7,299+124.3% | Added |
| Avidian Wealth Solutions, LLC | 13,033 | $1.09M | 0.04% | −152−1.2% | Reduced |
| Thomasville National Bank | 12,954 | $1.08M | 0.07% | +347+2.8% | Added |
| IFG Advisory, LLC | 12,934 | $1.08M | 0.05% | +6,346+96.3% | Added |
| Tema ETFs LLC | 12,898 | $1.08M | 0.09% | +12,898 | New |
| Sterneck Capital Management, LLC | 12,810 | $1.07M | 0.50% | −1,900−12.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 12,791 | $1.07M | 0.02% | −299−2.3% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 12,645 | $1.06M | 0.26% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 12,617 | $1.05M | 0.02% | −2,460−16.3% | Reduced |
| Addison Capital Co | 12,531 | $1.05M | 0.31% | −1,689−11.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 12,506 | $1.04M | 0.02% | +247+2.0% | Added |
| Intrua Financial, LLC | 12,503 | $1.04M | 0.12% | +674+5.7% | Added |
| Birch Hill Investment Advisors LLC | 12,481 | $1.04M | 0.04% | −2,500−16.7% | Reduced |
| Venturi Wealth Management, LLC | 12,472 | $1.04M | 0.05% | −4,011−24.3% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 12,427 | $1.04M | 1.00% | −793−6.0% | Reduced |
| Hexagon Capital Partners LLC | 12,405 | $1.04M | 0.21% | +238+2.0% | Added |
| Level Financial Advisors, Inc. | 12,382 | $1.03M | 0.29% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 12,347 | $1.03M | 0.01% | −4,012−24.5% | Reduced |
| Auto-Owners Insurance Co | 12,300 | $1.03M | 0.03% | 00.0% | Unchanged |