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Disclosery

UPS UNITED PARCEL SVCS INC

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COM (common), issuer CIK 1090727

2,086 managers (2,118 13F filers) reported a position in UPS shares at 2025-06-30, 499,018,895 shares in all. 140 filers opened a position and 234 filers sold out during the quarter.

Managers
2,086
13F filers
2,118
New
140
Added
881
Reduced
852
Sold out
234
Shares held by filers
499,018,895

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
IAG Wealth Partners, LLC1,148$116K0.02%+813F-HRTimeline
McIlrath & Eck, LLC1,138$115K0.01%-29413F-HRTimeline
Peterson Wealth Services1,131$114K0.03%-14913F-HRTimeline
FIRST COMMUNITY TRUST NA1,129$114K0.09%+1,00013F-HRTimeline
Quintet Private Bank (Europe) S.A.1,125$114K0.01%-15,60813F-HRTimeline
Strategic Wealth Partners, Ltd.1,118$113K0.01%13F-HRTimeline
Tamar Securities, LLC1,117$113K0.01%-3513F-HRTimeline
Operose Advisors LLC1,097$111K0.03%+77913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,084$109K0.01%new13F-HR/ATimeline
BELLEVUE ASSET MANAGEMENT, LLC1,058$107K0.05%+413F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,055$106K0.03%-8313F-HRTimelineGroup
Safe Harbor Fiduciary, LLC1,045$105K0.1%-12,69113F-HRTimeline
MCF Advisors LLC1,042$105K0.01%+31513F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,050$105K0.04%-3313F-HRTimeline
Rise Advisors, LLC1,031$104K0.04%-10513F-HRTimeline
Binnacle Investments Inc1,031$104K0.07%+18313F-HRTimeline
Aviso Financial Inc.1,020$103K<0.01%013F-HRTimeline
Luken Investment Analytics, LLC1,019$103K0.05%-1,90013F-HRTimeline
Financiere des Professionnels - Fonds d…1,000$101K0.01%013F-HR/ATimeline
Westside Investment Management, Inc.960$97.3K0.02%+12413F-HRTimeline
Silvant Capital Management LLC958$96.7K<0.01%-6,17113F-HRTimeline
AdvisorNet Financial, Inc920$92.9K0.01%-30913F-HRTimeline
Key Financial Inc920$92.9K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.919$92.8K<0.01%-53513F-HRTimelineGroup
MilWealth Group LLC917$92.6K0.02%013F-HRTimeline
WEBSTER BANK, N. A.867$87.5K0.01%+10513F-HRTimeline
Bellwether Advisors, LLC850$85.8K0.01%013F-HRTimeline
General Partner, Inc.842$85K0.05%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…830$83.8K0.02%+1013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP825$83.3K0.01%-12413F-HRTimelineGroup
Strengthening Families & Communities, L…757$83.3K0.05%+8513F-HRTimeline
LRI Investments, LLC812$82K0.01%-2213F-HRTimeline
Inlight Wealth Management, LLC807$81.5K0.04%-57713F-HRTimeline
American Capital Advisory, LLC806$81.4K0.04%013F-HRTimeline
Plante Moran Financial Advisors, LLC800$80.8K0.01%013F-HRTimeline
Bogart Wealth, LLC785$79.2K<0.01%+38613F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC782$78.9K0.07%+3313F-HRTimeline
Capital Advisors, Ltd. LLC769$78K0.01%-31913F-HRTimeline
Rosenberg Matthew Hamilton759$76.6K0.02%-12413F-HRTimeline
Beacon Capital Management, LLC741$74.8K0.01%+2913F-HRTimeline
True Wealth Design, LLC703$71K0.03%+12613F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…700$70.7K0.04%new13F-HRTimelineGroup
IMG Wealth Management, Inc.672$67.8K0.05%+47213F-HRTimeline
Hanson & Doremus Investment Management666$67K0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP654$66.1K0.01%-7213F-HRTimeline
Redwood Park Advisors LLC653$65.9K0.05%+313F-HRTimeline
Beaird Harris Wealth Management, LLC645$65.1K0.01%+20013F-HRTimeline
Wood Tarver Financial Group, LLC635$64K0.02%013F-HRTimeline
Generali Investments, Management Co LLC634$63.9K0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.628$63.4K0.02%-1,26613F-HR/ATimelineGroup
Medallion Wealth Advisors, LLC607$63.4K0.02%+313F-HRTimeline
VSM Wealth Advisory, LLC619$62.5K0.02%+17913F-HRTimeline
Nemes Rush Group LLC611$61.7K0.01%-1,01313F-HRTimeline
AMERIFLEX GROUP, INC.613$61.7K0.03%-63513F-HRTimeline
Advantage Trust Co600$60.6K0.03%+10013F-HRTimeline
VESTOR CAPITAL, LLC800$59K<0.01%-49913F-HRTimeline
North Capital, Inc.565$57K0.05%-7313F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC550$55.5K0.03%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC543$54.8K0.01%-1,20713F-HRTimeline
TFC Financial Management, Inc.534$53.9K0.01%-513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC505$51K<0.01%-5713F-HR/ATimeline
Christopher J. Hasenberg, Inc503$50.8K0.02%013F-HRTimeline
IMA Advisory Services, Inc.497$50.2K0.01%013F-HRTimeline
Missouri Trust & Investment Co485$49K0.02%-11013F-HRTimeline
REAP Financial Group, LLC483$48.7K0.01%+12713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …482$48.7K<0.01%-36,19113F-HRTimelineGroup
Pacifica Partners Inc.474$48K0.02%+5013F-HRTimeline
Clearstead Trust, LLC475$47.9K0.01%-78113F-HRTimeline
SWAN Capital LLC464$46.8K0.02%+2513F-HRTimeline
Pinnacle Holdings, LLC445$44.9K0.02%new13F-HRTimeline
Rossby Financial, LCC445$44.9K0.02%+11013F-HRTimeline
Byrne Asset Management LLC438$44.2K0.03%-4,77213F-HRTimeline
New England Capital Financial Advisors …429$43.3K0.02%+213F-HRTimeline
Canton Hathaway, LLC425$43K0.01%013F-HRTimeline
Pacific Center for Financial Services425$42.9K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.418$42.2K0.03%+3913F-HRTimeline
Centerpoint Advisors, LLC414$42K0.01%+23213F-HRTimeline
Abound Wealth Management410$41.3K0.01%013F-HRTimeline
DT Investment Partners, LLC407$41.1K<0.01%-74513F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC404$40.8K0.01%013F-HRTimeline
Semmax Financial Advisors Inc.467$40.4K0.01%-40113F-HRTimeline
Ramirez Asset Management, Inc.400$40.4K0.01%013F-HRTimeline
Fairscale Capital, LLC466$40.2K0.03%013F-HRTimeline
Hilltop National Bank383$38.7K0.01%13F-HRTimeline
Field & Main Bank380$38.4K0.01%-8513F-HRTimeline
S&T Bank/PA375$37.9K0.01%-613F-HRTimeline
Atlantic Edge Private Wealth Management…368$37.1K0.01%-4513F-HRTimeline
GW&K Investment Management, LLC365$37K<0.01%+2613F-HRTimeline
FIRST UNITED BANK & TRUST365$36.8K0.01%-96013F-HRTimeline
NFSG Corp365$36.8K0.01%-5613F-HRTimeline
Opal Wealth Advisors, LLC363$36.6K0.01%-6913F-HRTimeline
JNBA Financial Advisors359$36.3K<0.01%-17913F-HRTimeline
Putney Financial Group LLC357$36K0.04%-3013F-HR/ATimeline
Core Alternative Capital354$35.7K0.01%-2,37013F-HRTimeline
Richardson Capital Management LLC350$35.3K0.02%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management347$35K0.01%013F-HRTimelineGroup
Evelyn Partners Group Ltdgroup of 2 filers holding337$34K-547Timeline
FNY Investment Advisers, LLC346$34K0.01%new13F-HRTimeline
RMG Wealth Management LLC344$34K0.01%13F-HRTimeline
Pingora Partners LLC335$33.8K0.03%013F-HRTimeline
Winch Advisory Services, LLC332$33.5K0.01%+513F-HRTimeline
Joseph Group Capital Management330$33.3K0.01%013F-HR/ATimeline
WPG Advisers, LLC329$33.2K0.03%-1213F-HRTimeline
Millstone Evans Group, LLC325$32.8K0.02%+1313F-HRTimeline
Graney & King, LLC324$32.7K0.02%013F-HRTimeline
Tidemark, LLC305$30.8K0.01%+513F-HRTimeline
ESL Trust Services, LLC300$30.3K0.01%013F-HRTimeline
Painted Porch Advisors LLC291$29.4K0.01%+7013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC334$29.2K0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…288$29.1K0.02%-10,19713F-HRTimeline
FSA Wealth Management LLC285$28.8K0.01%+2313F-HRTimeline
Hopwood Financial Services, Inc.282$28.5K0.02%+113F-HRTimeline
Hemington Wealth Management283$28K<0.01%+113F-HRTimeline
TSFG, LLC273$28K0.01%+113F-HRTimeline
Morton Brown Family Wealth, LLC276$27.9K0.01%013F-HRTimeline
IFS Advisors, LLC274$27.7K0.02%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.270$27.3K<0.01%-27713F-HRTimeline
Founders Capital Management270$27.3K0.02%013F-HRTimeline
Dunhill Financial, LLC269$27.2K0.01%-24913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC266$26.9K0.01%-2413F-HRTimeline
SIERRA OCEAN, LLC265$26.8K0.02%+15413F-HRTimeline
Salomon & Ludwin, LLC253$26.7K<0.01%+4313F-HRTimeline
Financial Perspectives, Inc254$25.6K0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.254$25.6K0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.253$25.4K0.02%-3013F-HRTimeline
Stephens Consulting, LLC252$25.4K0.01%+2913F-HRTimeline
Glass Jacobson Investment Advisors llc252$25.4K0.01%-1,00813F-HRTimeline
Citizens National Bank Trust Department250$25.2K0.01%013F-HRTimeline
Fortis Group Advisors, LLC250$25.2K<0.01%-2,21113F-HRTimeline
Piscataqua Savings Bank250$25.2K0.02%+5013F-HRTimeline
Evelyn Partners Investment Management (…250$25.2K0.01%013F-HR/ATimeline
Kennebec Savings Bank247$24.9K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC242$24.4K0.03%-34313F-HRTimeline
Global Trust Asset Management, LLC240$24.2K0.01%-48013F-HRTimeline
Aventus Investment Advisors, Inc.238$24K0.02%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV241$24K0.01%+4413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.237$23.9K0.01%013F-HRTimeline
Crewe Advisors LLC236$23.8K<0.01%+15013F-HRTimeline
CBIZ Investment Advisory Services, LLC231$23.3K<0.01%+11813F-HRTimeline
Bell Investment Advisors, Inc228$23K<0.01%+4813F-HRTimeline
Fourth Dimension Wealth, LLC225$22.7K0.01%013F-HRTimeline
Whipplewood Advisors, LLC221$22.3K0.01%-12413F-HRTimeline
Gen-Wealth Partners Inc217$21.9K0.01%+1413F-HRTimeline
TD Capital Management LLC215$21.7K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.215$21.7K0.07%013F-HRTimeline
Physician Wealth Advisors, Inc.213$21.5K<0.01%+3313F-HRTimeline
CNB Bank213$21.5K0.01%-24913F-HRTimeline
Front Row Advisors LLC210$21.2K0.01%013F-HRTimeline
ORG Partners LLC201$21K<0.01%-32813F-HRTimeline
TruNorth Capital Management, LLC202$20.4K<0.01%-26013F-HRTimeline
Security National Bank200$20.2K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC200$20.2K<0.01%-7513F-HRTimelineGroup
Cornerstone Planning Group LLC229$19.9K<0.01%+2713F-HRTimeline
Aventura Private Wealth, LLC195$19.7K0.01%-15013F-HRTimeline
Quaker Wealth Management, LLC192$19.4K0.01%new13F-HRTimeline
Caitong International Asset Management …189$19.1K0.01%+18413F-HRTimeline
TOBAM193$19K0.01%-7,00413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
West Branch Capital LLC180$18.2K0.01%013F-HRTimeline
Activest Wealth Management174$17.6K<0.01%+14413F-HRTimeline
First Command Advisory Services, Inc.172$17.4K<0.01%-32813F-HRTimeline
Red Tortoise LLC167$16.9K0.01%-1313F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC167$16.9K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC167$16.9K<0.01%-1113F-HRTimeline
Howard Hughes Medical Institute158$15.9K0.01%new13F-HRTimeline
WFA of San Diego, LLC155$15.6K0.01%13F-HRTimeline
WealthCollab, LLC155$15.6K0.01%-2613F-HRTimeline
Prestige Wealth Management Group LLC154$15.5K<0.01%013F-HR/ATimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC150$15.1K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC150$15.1K0.02%new13F-HRTimeline
Coston, McIsaac & Partners152$15K<0.01%+213F-HRTimeline
PrairieView Partners, LLC150$15K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC148$14.9K0.01%-6613F-HRTimeline
BFSG, LLC140$14.1K<0.01%013F-HRTimeline
Avalon Trust Co134$13.5K<0.01%-213F-HRTimeline
Princeton Global Asset Management LLC133$13.4K<0.01%+10313F-HRTimeline
DB Fitzpatrick & Co, Inc129$13K0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC125$12.6K<0.01%new13F-HRTimeline
Financial Freedom, LLC125$12.6K0.01%013F-HRTimeline
Park Square Financial Group, LLC123$12.4K0.01%-1013F-HRTimeline
Kilter Group LLC120$12.1K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC115$11.6K<0.01%-2813F-HRTimeline
Rialto Wealth Management, LLC113$11.4K<0.01%-4313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC112$11.3K<0.01%-7813F-HRTimeline
SIMA Wealth Partners, LLC112$11.3K0.01%-13013F-HRTimeline
CURIO WEALTH, LLC110$11.1K<0.01%+10913F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.109$11K<0.01%013F-HRTimeline
Avion Wealth113$11K<0.01%-33813F-HR/ATimeline
Solstein Capital, LLC107$10.8K0.01%new13F-HRTimeline
Clark Wealth Partners107$10.8K0.01%+213F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…105$10.6K0.01%-7013F-HRTimeline
AllSquare Wealth Management LLC104$10.5K0.01%013F-HRTimeline
Private Wealth Management Group, LLC102$10.3K<0.01%-4613F-HRTimeline
Investment Research & Advisory Group, I…100$10.1K<0.01%013F-HRTimeline
VEGA INVESTMENT SOLUTIONS100$10.1K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC99$10K<0.01%-513F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC94$9.48K<0.01%+213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC90$9.09K<0.01%013F-HRTimeline
Financial Connections Group, Inc.98$9K<0.01%+6713F-HRTimeline
VALLEY NATIONAL ADVISERS INC92$9K<0.01%-79013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC87$8.83K<0.01%+2613F-HRTimeline