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Disclosery

UPS UNITED PARCEL SVCS INC

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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
Marshall & Sterling Wealth Advisors Inc.283$31.1K0.02%+3613F-HRTimeline
Hemington Wealth Management282$31K<0.01%+11513F-HRTimeline
Hopwood Financial Services, Inc.281$30.9K0.02%+113F-HRTimeline
WINNACLE WEALTH LLC278$30.5K0.03%+913F-HRTimeline
Morton Brown Family Wealth, LLC276$30.4K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC275$30.2K0.01%-29513F-HRTimelineGroup
IFS Advisors, LLC274$30.1K0.02%+5813F-HRTimeline
TSFG, LLC272$30K0.01%+113F-HRTimeline
Founders Capital Management270$29.7K0.02%013F-HRTimeline
FSA Wealth Management LLC262$28.8K0.01%013F-HRTimeline
Financial Perspectives, Inc254$27.9K0.01%-3913F-HRTimeline
Citizens National Bank Trust Department250$27.5K0.01%+21013F-HRTimeline
Evelyn Partners Investment Management (…250$27.5K0.01%013F-HR/ATimeline
Kennebec Savings Bank247$27.2K0.03%013F-HRTimeline
SIMA Wealth Partners, LLC242$26.6K0.02%-3213F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.240$26.4K0.01%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.237$26.1K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.237$26.1K0.03%013F-HRTimeline
Whipplewood Advisors, LLC345$25.7K0.02%+7213F-HRTimeline
Fourth Dimension Wealth, LLC225$24.7K0.01%013F-HRTimeline
Stephens Consulting, LLC223$24.5K0.01%013F-HRTimeline
Painted Porch Advisors LLC221$24.3K0.01%+1013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.215$23.6K0.08%013F-HRTimeline
Valued Wealth Advisors LLC214$23.6K0.01%-18013F-HRTimeline
Front Row Advisors LLC210$23.1K0.01%013F-HRTimeline
Salomon & Ludwin, LLC210$23.1K<0.01%013F-HRTimeline
Guardian Wealth Management, Inc.205$22.6K0.02%+213F-HRTimeline
Gen-Wealth Partners Inc203$22.3K0.01%-2513F-HRTimeline
Security National Bank200$22K<0.01%013F-HRTimeline
Piscataqua Savings Bank200$22K0.02%013F-HRTimeline
SJS Investment Consulting Inc.200$22K<0.01%+15813F-HRTimeline
IMG Wealth Management, Inc.200$22K0.02%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV197$21K0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC190$20.9K<0.01%013F-HRTimeline
Hillsdale Investment Management Inc.190$20.9K<0.01%new13F-HRTimeline
Centerpoint Advisors, LLC182$20K0.01%-5713F-HRTimeline
WealthCollab, LLC181$19.9K0.01%013F-HRTimeline
Red Tortoise LLC180$19.8K0.01%+1813F-HRTimeline
West Branch Capital LLC180$19.8K0.01%-89413F-HRTimeline
Physician Wealth Advisors, Inc.180$19.8K<0.01%+1213F-HRTimeline
Bell Investment Advisors, Inc180$19.8K<0.01%+9113F-HRTimeline
Cornerstone Planning Group LLC202$19.6K<0.01%+7013F-HRTimeline
Creekmur Asset Management LLC178$19.6K<0.01%-91213F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…175$19.2K0.01%013F-HRTimeline
Rialto Wealth Management, LLC156$17.2K0.01%+7613F-HRTimeline
Prestige Wealth Management Group LLC154$16.9K<0.01%013F-HR/ATimeline
ABOUND FINANCIAL, LLC154$16.9K0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC153$16.8K0.01%-34913F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC150$16.5K<0.01%013F-HRTimeline
Anderson Financial Strategies, LLC150$16.5K0.01%new13F-HRTimeline
Private Wealth Management Group, LLC148$16.3K0.01%+12313F-HRTimeline
PrairieView Partners, LLC150$16K<0.01%-27013F-HRTimeline
Coston, McIsaac & Partners150$16K<0.01%+113F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH145$15.9K0.01%-5,06513F-HRTimeline
GPS Wealth Strategies Group, LLC143$15.7K<0.01%-4313F-HRTimeline
BFSG, LLC140$15.4K<0.01%013F-HRTimeline
Avalon Trust Co136$15K<0.01%+213F-HRTimeline
Park Square Financial Group, LLC133$14.6K0.01%+2713F-HRTimeline
FIRST COMMUNITY TRUST NA129$14.2K0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc129$14.2K0.01%013F-HRTimeline
Transce3nd, LLC129$14.2K0.01%-13313F-HRTimeline
von Borstel & Associates, Inc.128$14K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC1$13.9K0.1%-10913F-HRTimeline
Financial Freedom, LLC125$13.7K0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC113$12.5K<0.01%-513F-HRTimeline
CBIZ Investment Advisory Services, LLC113$12.4K<0.01%+513F-HR/ATimeline
SIERRA OCEAN, LLC111$12.2K0.01%-1013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.109$12K<0.01%013F-HRTimeline
Clark Wealth Partners105$11.5K0.01%-3613F-HRTimeline
HighMark Wealth Management LLC104$11.5K0.01%+2813F-HRTimeline
AllSquare Wealth Management LLC104$11.4K0.01%013F-HRTimeline
GoalVest Advisory LLC103$11.3K<0.01%013F-HRTimeline
HWG Holdings LP100$11K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC100$11K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…100$11K<0.01%013F-HRTimeline
Family CFO Inc100$11K0.01%013F-HRTimeline
Hughes Financial Services, LLC99$10.8K<0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC92$10.2K<0.01%+113F-HRTimeline
Elite Financial, Inc.100$10K0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC90$9.9K0.01%new13F-HR/ATimeline
Ruedi Wealth Management, Inc.90$9.9K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.87$9.57K<0.01%013F-HRTimeline
Cheviot Value Management, LLC100$9.56K<0.01%new13F-HRTimeline
Crewe Advisors LLC86$9.46K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.86$9.46K<0.01%013F-HRTimeline
Olistico Wealth, LLC86$9.46K0.01%013F-HRTimeline
Gould Capital, LLC83$9.13K0.01%013F-HRTimeline
YANKCOM Partnership83$9.13K0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC76$8.36K<0.01%new13F-HRTimeline
Eukles Asset Management73$8.03K<0.01%013F-HRTimeline
Evolution Advisers, Inc.79$8K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC70$7.7K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC70$7.7K<0.01%+1013F-HRTimeline
Wealth Preservation Advisors, LLC70$7.7K0.01%13F-HRTimeline
Cedar Mountain Advisors, LLC69$7.64K<0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA68$7.46K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC67$7.4K0.01%13F-HRTimeline
Lowe Wealth Advisors, LLC66$7.26K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC61$6.69K<0.01%-1813F-HRTimeline
Costello Asset Management, INC60$6.6K<0.01%-1513F-HRTimeline
Fairway Wealth LLC59$6.49K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.56$6.16K<0.01%013F-HRTimeline
Kozak & Associates, Inc.60$5.89K<0.01%+4013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…53$5.83K<0.01%-11113F-HRTimeline
Pineridge Advisors LLC51$5.65K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC50$5.5K<0.01%013F-HRTimeline
Nordwand Advisors, LLC50$5.5K<0.01%013F-HRTimeline
CGC Financial Services, LLC50$5.5K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/50$5.5K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.47$5.16K0.01%013F-HRTimeline
Dogwood Wealth Management LLC46$5.06K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…45$4.95K<0.01%013F-HRTimeline
Aspect Partners, LLC45$4.95K<0.01%-413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC40$4.45K<0.01%new13F-HRTimeline
Estabrook Capital Management40$4.4K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…39$4.29K<0.01%new13F-HRTimeline
Compass Financial Services Inc38$4.23K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…30$4K<0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC36$3.96K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC34$3.74K<0.01%013F-HRTimeline
Robinswood Financial LLC33$3.73K<0.01%013F-HRTimeline
Newton One Investments LLC32$3.49K<0.01%+113F-HRTimeline
BOK Financial Private Wealth, Inc.31$3.41K<0.01%+1213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.31$3.41K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC30$3.3K<0.01%-21613F-HRTimeline
Activest Wealth Management30$3.29K<0.01%+2813F-HRTimeline
Main Street Group, LTD30$3.28K<0.01%+1413F-HRTimeline
Lord & Richards Wealth Management, LLC29$3.19K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC28$3.08K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC28$3.08K<0.01%new13F-HRTimeline
Howard Capital Management Group, LLC28$3.08K<0.01%013F-HRTimeline
Financial Connections Group, Inc.31$3K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC26$2.86K<0.01%013F-HR/ATimeline
Atlantic Private Wealth, LLC26$2.84K<0.01%+113F-HRTimeline
Trifecta Capital Advisors, LLC25$2.75K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC25$2.75K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC24$2.64K<0.01%-213F-HRTimeline
PayPay Securities Corp23$2.53K0.14%+313F-HRTimeline
Retirement Wealth Solutions LLC22$2.42K<0.01%+1513F-HRTimeline
Synergy Investment Management, LLC22$2.42K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC22$2.42K<0.01%-6313F-HRTimeline
Principia Wealth Advisory, LLC24$2.39K<0.01%+413F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV21$2.31K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…21$2.31K<0.01%013F-HRTimeline
ATWOOD & PALMER INC20$2.2K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …20$2.2K<0.01%13F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC19$2.09K<0.01%new13F-HRTimeline
NVWM, LLC19$2.09K<0.01%+1413F-HRTimeline
Bare Financial Services, Inc18$1.98K<0.01%new13F-HRTimeline
Hara Capital LLC18$1.98K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates17$1.87K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC16$1.76K<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC13$1.43K0.02%013F-HRTimeline
Game Plan Financial Advisors, LLC11$1.21K<0.01%-30013F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …10$1.1K<0.01%new13F-HR/ATimelineGroup
Dakota Community Bank & Trust NA10$1.1K0.01%013F-HRTimeline
CKW FINANCIAL GROUP5$1K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.7$770<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.6$660<0.01%-413F-HRTimeline
Nova Wealth Management, Inc.6$660<0.01%new13F-HR/ATimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…5$550<0.01%-513F-HRTimelineGroup
Caitong International Asset Management …5$550<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.5$550<0.01%-313F-HRTimeline
HFM Investment Advisors, LLC5$550<0.01%13F-HRTimeline
Cherry Tree Wealth Management, LLC3$330<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.3$294<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.2$273<0.01%013F-HRTimeline
Winthrop Capital Management, LLC4$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-7,43913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Compagnie Lombard Odier SCmA0$00%-1,60013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.