Skip to content

UPS UNITED PARCEL SVCS INC

Follow

COM (common), issuer CIK 1090727

2,170 managers (2,205 13F filers) reported a position in UPS shares at 2025-03-31, 504,297,706 shares in all. 157 filers opened a position and 236 filers sold out during the quarter.

Managers
2,170
13F filers
2,205
New
157
Added
927
Reduced
843
Sold out
236
Shares held by filers
504,297,706

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OAK HILL WEALTH ADVISORS, LLC1,912$210K0.05%013F-HRTimeline
MADDEN SECURITIES Corp1,910$210K0.08%new13F-HRTimeline
GeoWealth Management, LLC1,901$209K0.01%-1,12513F-HRTimeline
Compass Wealth Management LLC1,900$209K0.05%-20013F-HRTimeline
Pandora Wealth, Inc.1,898$209K0.14%13F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…1,897$209K0.08%013F-HRTimelineGroup
Lodestone Wealth Management LLC1,895$208K0.11%+11113F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,894$208K0.11%+1,12713F-HRTimelineGroup
Nautilus Advisors LLC1,891$208K0.17%-8013F-HRTimeline
Cutter & CO Brokerage, Inc.1,889$208K0.05%new13F-HRTimeline
GERBER, LLC1,885$207K0.17%013F-HRTimeline
Holcombe Financial, Inc.1,883$207K0.17%new13F-HRTimeline
Capital Advisors Wealth Management, LLC1,881$207K0.04%-29013F-HRTimeline
E Fund Management Co., Ltd.1,881$207K0.01%+7113F-HRTimeline
Proficio Capital Partners LLC1,877$206K0.02%+14213F-HRTimeline
Leisure Capital Management1,876$206K0.08%013F-HRTimeline
Pacific Sage Partners, LLC1,873$206K0.05%+19613F-HRTimeline
Lakewood Asset Management LLC1,872$206K0.14%-4,10313F-HRTimeline
Crestmont Private Wealth LLC1,872$206K0.09%-3013F-HRTimeline
Perennial Investment Advisors, LLC1,872$206K0.02%new13F-HRTimeline
Root Financial Partners, LLC1,869$206K0.02%new13F-HRTimeline
CALTON & ASSOCIATES, INC.1,863$205K0.05%new13F-HR/ATimeline
CAMBIAR INVESTORS LLC1,856$204K0.01%-65713F-HRTimeline
Valtrion Capital Management, LLC1,855$204K0.27%-3113F-HRTimeline
TRUE Private Wealth Advisors1,850$204K0.02%+2513F-HRTimeline
Inscription Capital, LLC1,360$202K0.03%13F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC1,836$202K0.06%-213F-HRTimeline
Hoxton Planning & Management, LLC1,835$202K0.08%-7613F-HRTimeline
DiNuzzo Private Wealth, Inc.1,831$201K0.03%+313F-HRTimeline
Meriwether Wealth & Planning, LLC1,830$201K0.13%new13F-HRTimeline
Colonial River Investments, LLC1,829$201K0.11%-34813F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC1,828$201K<0.01%-5513F-HRTimelineGroup
FDx Advisors, Inc.1,828$201K0.07%+5413F-HRTimeline
BANK OZK1,827$201K0.08%-10013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC1,826$201K0.09%+44813F-HRTimeline
Roxbury Financial LLC1,682$200K0.2%-3213F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC1,820$200K0.02%-5813F-HRTimeline
Granite FO LLC1,800$198K0.11%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,750$192K0.03%013F-HRTimeline
Tanglewood Legacy Advisors, LLC1,734$191K0.08%013F-HRTimeline
Indiana Trust & Investment Management Co1,709$188K0.07%013F-HRTimeline
U S GLOBAL INVESTORS INC1,701$187K0.02%+31013F-HRTimeline
Pinnacle Bancorp, Inc.1,697$187K0.06%-8813F-HRTimeline
OAKWORTH CAPITAL, INC.1,688$186K0.01%-1,56913F-HRTimeline
Coastline Trust Co1,670$184K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sava Infond d.o.o.1,670$184K0.04%-6,54013F-HRTimeline
Peoples Bank/KS1,668$183K0.12%013F-HRTimeline
Park Place Capital Corp1,662$183K0.05%+62613F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,646$181K0.1%+8813F-HRTimeline
Brooklyn Investment Group1,626$179K0.04%+24713F-HRTimeline
Nemes Rush Group LLC1,624$179K0.02%-14513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,606$177K<0.01%-40413F-HRTimelineGroup
Bruce G. Allen Investments, LLC1,588$175K0.14%+57513F-HRTimeline
Golden State Wealth Management, LLC1,576$173K0.03%+59913F-HR/ATimeline
Legacy Bridge, LLC1,571$173K0.1%-4713F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,565$172K0.13%013F-HR/ATimeline
Stuart Chaussee & Associates, Inc.1,537$169K0.04%013F-HRTimeline
MEMBERS CAPITAL ADVISORS INC1,481$163K0.19%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,454$160K0.01%+43713F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,260$159K0.05%013F-HRTimeline
McIlrath & Eck, LLC1,432$157K0.02%-28313F-HRTimeline
Smithfield Trust Co1,431$157K0.01%-39913F-HRTimeline
Murphy & Mullick Capital Management Corp1,399$154K0.15%+13413F-HRTimeline
Inlight Wealth Management, LLC1,384$152K0.09%new13F-HRTimeline
Elgethun Capital Management1,384$152K0.03%+1913F-HRTimeline
Bullock Wealth Management Group1,351$148K0.08%+1613F-HRTimeline
FIRST UNITED BANK & TRUST1,325$146K0.05%-3,08013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,321$145K0.01%+6213F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…1,321$145K0.05%013F-HRTimeline
VESTOR CAPITAL, LLC1,299$143K0.01%-27613F-HRTimeline
Lavaca Capital LLC1,294$142K0.06%+1513F-HRTimeline
Peterson Wealth Services1,280$141K0.04%+1813F-HRTimeline
Crews Bank & Trust1,263$139K0.02%013F-HRTimeline
Addison Advisors LLC1,259$138K0.04%+86813F-HRTimeline
Clearstead Trust, LLC1,256$138K0.03%+4013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,250$137K0.11%-17513F-HRTimeline
AMERIFLEX GROUP, INC.1,248$137K0.06%-11713F-HRTimeline
AdvisorNet Financial, Inc1,229$135K0.01%-51013F-HRTimeline
Asset Planning,Inc1,200$132K0.1%+1113F-HRTimeline
Centricity Wealth Management, LLC1,180$130K0.12%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,160$128K<0.01%-89413F-HRTimelineGroup
MEAG MUNICH ERGO, Kapitalanlagegesellsc…1,158$127K<0.01%013F-HRTimeline
Tamar Securities, LLC1,152$127K0.02%-124,82013F-HRTimeline
DT Investment Partners, LLC1,152$127K0.01%013F-HRTimeline
IAG Wealth Partners, LLC1,140$125K0.02%+50013F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding1,138$125K-7,280Timeline
Rise Advisors, LLC1,136$125K0.06%+3413F-HRTimeline
Capital Advisors, Ltd. LLC1,088$120K0.02%-5813F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,083$119K0.05%-13913F-HRTimeline
Capula Management Ltdin group Capula Management Ltd1,057$116K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
BELLEVUE ASSET MANAGEMENT, LLC1,054$116K0.06%+313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,038$114K0.02%-43613F-HRTimelineGroup
Aviso Financial Inc.1,020$112K0.01%013F-HRTimeline
Financiere des Professionnels - Fonds d…1,000$110K0.01%-20013F-HRTimeline
Covestor Ltd976$107K0.07%+9713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP949$104K0.01%+1913F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC924$102K0.03%013F-HRTimeline
Key Financial Inc920$101K0.02%013F-HRTimeline
MilWealth Group LLC917$101K0.03%013F-HRTimeline
Davis Capital Management900$99K0.08%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding884$97.2K0Timeline
Rosenberg Matthew Hamilton883$97.1K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC882$97K0.02%-3,31013F-HRTimeline
Bellwether Advisors, LLC850$93.5K0.02%013F-HRTimeline
Binnacle Investments Inc848$93.3K0.07%13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC844$92.8K0.06%-3213F-HRTimeline
General Partner, Inc.842$92.6K0.06%013F-HRTimeline
Asset Dedication, LLC840$92.4K0.01%-10013F-HRTimeline
Strengthening Families & Communities, L…672$92K0.06%-8113F-HRTimeline
Westside Investment Management, Inc.836$92K0.02%013F-HRTimeline
LRI Investments, LLC834$91.7K0.01%+18913F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…820$90.2K0.03%+15013F-HRTimeline
American Capital Advisory, LLC806$88.7K0.05%+3213F-HRTimeline
Plante Moran Financial Advisors, LLC800$88K0.01%-6713F-HRTimeline
WEBSTER BANK, N. A.762$83.8K0.01%013F-HRTimeline
Semmax Financial Advisors Inc.868$83.3K0.02%-23,05913F-HRTimeline
UNION SAVINGS BANK754$82.9K0.04%+2713F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC749$82.4K0.08%-63113F-HRTimeline
Global Financial Private Client, LLC729$80.2K0.03%+3413F-HRTimeline
MCF Advisors LLC727$79.9K0.01%-27913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP726$79.9K0.01%+4013F-HRTimeline
Global Trust Asset Management, LLC720$79.2K0.05%-1,72813F-HRTimeline
Beacon Capital Management, LLC712$78.3K0.01%-49413F-HRTimeline
Cromwell Holdings LLC654$71.9K0.05%-1,34613F-HRTimeline
Redwood Park Advisors LLC650$71.5K0.06%-413F-HRTimeline
North Capital, Inc.638$70.2K0.07%13F-HRTimeline
Wood Tarver Financial Group, LLC635$69.8K0.02%013F-HRTimeline
Generali Investments, Management Co LLC634$69.7K0.02%+42913F-HRTimeline
Medallion Wealth Advisors, LLC604$66K0.03%+1913F-HRTimeline
Missouri Trust & Investment Co595$65.4K0.02%-69013F-HRTimeline
First Pacific Financial586$64.4K0.01%+113F-HRTimeline
Financial Network Wealth Advisors LLC585$64.4K0.08%+33613F-HRTimeline
True Wealth Design, LLC577$63.4K0.02%+52313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC562$61.8K<0.01%+9313F-HRTimeline
State of Wyoming558$61.4K0.01%+54513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC550$60.5K0.03%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.547$60.2K0.01%+18613F-HRTimeline
TFC Financial Management, Inc.539$59.3K0.01%-413F-HRTimeline
JNBA Financial Advisors538$59.2K0.01%+8413F-HRTimeline
ORG Partners LLC529$57.8K0.01%-2,86413F-HRTimeline
Dunhill Financial, LLC518$57K0.03%-6313F-HRTimeline
Avion Wealth451$56K0.01%013F-HRTimeline
First Command Advisory Services, Inc.500$55K<0.01%-2013F-HRTimeline
Advantage Trust Co500$55K0.03%013F-HRTimeline
Christopher J. Hasenberg, Inc503$55K0.02%013F-HRTimeline
IMA Advisory Services, Inc.497$54.7K0.01%new13F-HRTimeline
Quent Capital, LLC469$51.5K0.01%-8913F-HRTimeline
Fairscale Capital, LLC466$51.3K0.05%013F-HRTimeline
Field & Main Bank465$51.1K0.02%-59513F-HRTimeline
Wayfinding Financial, LLC465$51K0.02%new13F-HRTimeline
TruNorth Capital Management, LLC462$50.8K0.01%+17713F-HRTimeline
CNB Bank462$50.8K0.03%-5813F-HRTimeline
Beutel, Goodman & Co Ltd.450$49K<0.01%new13F-HR/ATimeline
Beaird Harris Wealth Management, LLC445$48.9K<0.01%013F-HRTimeline
AlphaCore Capital LLC443$48.7K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC440$48.4K0.02%+113F-HRTimeline
SWAN Capital LLC439$48.3K0.02%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA438$48.2K0.01%-3113F-HRTimeline
Opal Wealth Advisors, LLC432$47.5K0.01%new13F-HRTimeline
Insight Inv LLC20,203$47.1K0.03%new13F-HRTimeline
Canton Hathaway, LLC425$47K0.01%-10513F-HRTimeline
New England Capital Financial Advisors …427$46.9K0.02%+40213F-HRTimeline
Pacific Center for Financial Services425$46.7K0.01%-313F-HRTimeline
NFSG Corp421$46.3K0.01%-19013F-HRTimeline
Atlantic Edge Private Wealth Management…413$45.4K0.01%+513F-HRTimeline
Abound Wealth Management410$45.1K0.02%+12713F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC404$44.4K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.400$44K0.01%013F-HRTimeline
Bogart Wealth, LLC399$43.8K<0.01%-4213F-HRTimeline
FIRST FINANCIAL CORP /IN/397$43.7K0.02%-7413F-HRTimeline
Putney Financial Group LLC387$42.6K0.04%-6013F-HRTimeline
Pacifica Partners Inc.424$42.5K0.02%+20213F-HRTimeline
S&T Bank/PA381$41.9K0.01%+1113F-HRTimeline
PINNEY & SCOFIELD, INC.379$41.7K0.03%+16813F-HRTimeline
REAP Financial Group, LLC356$39.1K0.01%+813F-HRTimeline
Riverview Trust Co353$38.8K0.04%+33713F-HRTimeline
Richardson Capital Management LLC350$38.5K0.02%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management347$38.2K0.01%13F-HRTimelineGroup
Aventura Private Wealth, LLC345$37.9K0.02%013F-HRTimeline
WPG Advisers, LLC341$37.5K0.03%-12713F-HRTimeline
Garde Capital, Inc.337$37.1K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC339$37K<0.01%+5413F-HRTimeline
Pingora Partners LLC335$36.8K0.03%013F-HRTimeline
Joseph Group Capital Management330$36.3K0.01%+15013F-HRTimeline
Northwest Capital Management Inc329$36.2K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.328$36.1K0.01%-1,46713F-HRTimeline
Winch Advisory Services, LLC327$35.9K0.01%+513F-HRTimeline
Graney & King, LLC324$35.6K0.03%013F-HRTimeline
Blume Capital Management, Inc.320$35.2K0.01%013F-HRTimeline
Operose Advisors LLC318$35K0.01%013F-HRTimeline
FSC Wealth Advisors, LLC318$34.9K0.02%+25113F-HRTimeline
Wiser Advisor Group LLC313$34.5K0.05%+413F-HRTimeline
Millstone Evans Group, LLC312$34.3K0.02%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC310$34.1K0.01%-3413F-HRTimeline
Tidemark, LLC300$33K0.01%+313F-HRTimeline
ESL Trust Services, LLC300$33K0.01%013F-HRTimeline
Flaharty Asset Management, LLC300$33K<0.01%new13F-HRTimeline
Rossby Financial, LCC335$32.8K0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC290$31.9K0.01%-5013F-HRTimeline
Saudi Central Bank288$31.7K0.17%new13F-HRTimeline