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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
North Star Investment Management Corp.31,372$3.45M0.25%-4,03913F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.31,305$3.44M1.94%+26513F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding30,998$3.41M-589Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…30,881$3.4M0.21%13F-HRTimeline
MainStreet Investment Advisors LLC30,704$3.38M0.49%-77013F-HRTimeline
EP Wealth Advisors, LLC30,666$3.37M0.03%+46013F-HRTimeline
Summit Financial, LLC30,627$3.37M0.09%+6,64413F-HRTimeline
MassMutual Private Wealth & Trust, FSB30,535$3.36M0.1%-54113F-HRTimeline
GARLAND CAPITAL MANAGEMENT INC30,265$3.33M3.12%-4,24013F-HRTimeline
Elo Mutual Pension Insurance Co30,171$3.32M0.07%-36,67613F-HRTimeline
JB Capital LLC30,105$3.31M0.18%new13F-HRTimeline
William Allan Corp30,068$3.31M2.07%+87813F-HRTimeline
CULBERTSON A N & CO INC29,876$3.29M0.52%+1,46013F-HRTimeline
GLOBALT Investments LLC / GA29,770$3.27M0.13%+3513F-HRTimeline
Kesler, Norman & Wride, LLC29,757$3.27M0.62%-36213F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC29,747$3.27M1.48%+7,79813F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC29,745$3.27M0.91%+2,56513F-HRTimeline
Farmers National Bank29,031$3.19M0.9%+79513F-HRTimeline
Prime Capital Investment Advisors, LLC28,855$3.17M0.04%+15,20513F-HRTimeline
OneDigital Investment Advisors LLC28,795$3.17M0.04%-4,28113F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC28,772$3.16M0.06%+22,11113F-HRTimelineGroup
Cohen Klingenstein LLC28,769$3.16M0.11%-28013F-HRTimeline
ALBION FINANCIAL GROUP /UT28,694$3.16M0.22%-10,95813F-HRTimeline
Bleakley Financial Group, LLC28,449$3.13M0.1%-5,53413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.28,445$3.13M0.2%+9,92913F-HRTimelineGroup
KLINGENSTEIN FIELDS & CO LP28,198$3.1M0.13%-14913F-HRTimeline
Perigon Wealth Management, LLC28,195$3.1M0.08%+25113F-HRTimeline
Ilex Capital Partners (UK) LLP28,150$3.1M0.13%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd27,990$3.08M0.07%new13F-HRTimelineGroup
Signature Wealth Management Group27,986$3.08M1.2%+1,78913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC27,770$3.05M0.35%new13F-HRTimelineGroup
Arkadios Wealth Advisors27,692$3.05M0.12%+10,21913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …27,630$3.04M0.05%-26,23413F-HRTimelineGroup
Interval Partners, LP27,607$3.04M0.11%-631,86213F-HRTimeline
BEACON FINANCIAL GROUP27,463$3.02M0.33%-59613F-HRTimeline
Argyle Capital Management, LLC27,405$3.01M1.12%+97713F-HRTimeline
Ethic Inc.27,535$3.01M0.06%+1,17013F-HRTimeline
Atwater Malick LLC27,287$3M1.02%+2,85213F-HRTimeline
FIL Ltdin group FIL Ltd27,263$3M<0.01%-5,49613F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…27,189$2.99M0.09%-1,03813F-HRTimelineGroup
Mediolanum International Funds Ltd27,157$2.98M0.04%-4,27013F-HRTimeline
Clearstead Advisors, LLC26,999$2.97M0.05%+10,38113F-HRTimeline
Pine Valley Investments Ltd Liability Co26,956$2.96M0.19%-75813F-HRTimeline
TD Waterhouse Canada Inc.27,091$2.96M0.02%+1,88413F-HRTimeline
Horrell Capital Management, Inc.26,830$2.95M1.23%+17313F-HRTimeline
Northwest & Ethical Investments L.P.26,808$2.95M0.08%-21,19613F-HRTimeline
Vision Capital Management, Inc.26,782$2.95M0.42%+3,21313F-HRTimeline
LongView Wealth Management26,773$2.94M0.88%+2513F-HRTimeline
OPUS INVESTMENT MANAGEMENT INCin group OPUS INVESTMENT MANAGEMENT INC26,600$2.93M2.09%013F-HRTimelineGroup
Kera Capital Partners, Inc.26,483$2.91M0.87%+92013F-HRTimeline
Dorsey & Whitney Trust CO LLC26,386$2.9M0.17%-4,64513F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC26,372$2.9M0.01%+1,21313F-HRTimelineGroup
Brookmont Capital Management26,258$2.89M1.63%-90913F-HRTimeline
Providence Capital Advisors, LLC26,256$2.89M0.6%+24013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD26,181$2.88M0.02%+2,21613F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC26,175$2.88M0.24%-10,90813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC26,142$2.88M0.04%+6,29613F-HRTimelineGroup
Trilogy Capital Inc.26,094$2.87M0.15%+2,56713F-HRTimeline
OMERS ADMINISTRATION Corp26,064$2.87M0.03%-4,27013F-HRTimeline
MCDONALD PARTNERS LLC26,000$2.86M0.75%+1,58813F-HRTimeline
Stanley-Laman Group, Ltd.26,029$2.86M0.44%+3,14913F-HRTimeline
MOTCO26,014$2.86M0.3%-2,05613F-HRTimeline
MORTON COMMUNITY BANK25,805$2.84M0.74%+10,77613F-HRTimeline
DOHENY ASSET MANAGEMENT /CA25,709$2.83M2.21%new13F-HRTimeline
Portfolio Design Labs, LLC25,708$2.83M0.58%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.25,549$2.81M0.34%-23,86313F-HRTimeline
Cypress Wealth Services, LLC25,453$2.8M0.57%+1,10813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC25,439$2.8M0.04%+18,26513F-HR/ATimelineGroup
BOURNE LENT ASSET MANAGEMENT INC25,408$2.79M1.2%-25013F-HRTimeline
NewEdge Wealth, LLC25,339$2.79M0.05%+2,03713F-HRTimeline
INVESTMENT HOUSE LLC25,268$2.78M0.16%-1,64013F-HRTimeline
MATHER GROUP, LLC.25,244$2.78M0.03%-1,37613F-HRTimeline
Empirical Finance, LLC25,116$2.76M0.17%+42313F-HRTimeline
NATURAL INVESTMENTS, LLC25,036$2.75M0.78%-35913F-HRTimeline
Rodgers Brothers Inc.24,985$2.75M0.37%+15,63013F-HRTimeline
PYA Waltman Capital, LLC24,955$2.74M0.86%+5,68013F-HRTimeline
Total Clarity Wealth Management, Inc.21,731$2.74M0.89%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.24,783$2.73M0.04%-13,14413F-HRTimelineGroup
INDEPENDENT INVESTORS INC24,650$2.71M0.58%-1113F-HRTimeline
Moss Adams Wealth Advisors LLC24,580$2.7M0.28%+113F-HRTimeline
ELEMENT CAPITAL MANAGEMENT LLC24,567$2.7M0.67%new13F-HRTimeline
Venture Visionary Partners LLC24,514$2.7M0.11%+11,18913F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS27,462$2.68M0.15%13F-HRTimeline
Barnes Dennig Private Wealth Management…24,223$2.66M4.03%13F-HRTimeline
Valeo Financial Advisors, LLC24,215$2.66M0.07%-1,59013F-HRTimeline
United Asset Strategies, Inc.24,174$2.66M0.25%+1,90013F-HRTimeline
HighPoint Advisor Group LLC27,373$2.65M0.15%-1,20713F-HRTimeline
Pavion Blue Capital, LLC24,003$2.64M1.26%-7513F-HRTimeline
UMB Bank, n.a.24,002$2.64M0.04%-2,33013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…23,955$2.63M0.08%-21,71313F-HRTimelineGroup
BOKF, NAin group BOKF, NA23,716$2.61M0.05%-77713F-HRTimelineGroup
Leonteq Securities AG23,647$2.6M0.2%+12,27113F-HRTimeline
Cardinal Capital Management23,654$2.6M0.4%+1,27213F-HRTimeline
SAM Advisors, LLC23,527$2.59M0.97%+63613F-HRTimeline
WHITTIER TRUST CO23,459$2.58M0.04%-5,83113F-HRTimeline
ProVise Management Group, LLC23,261$2.56M0.22%+69413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC23,181$2.55M0.11%new13F-HRTimelineGroup
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…23,108$2.54M0.03%-58,90013F-HRTimeline
Schonfeld Strategic Advisors LLC22,961$2.53M0.02%-799,67213F-HRTimeline
Tilson Financial Group, Inc.22,894$2.52M1%-1513F-HRTimeline
KEATING INVESTMENT COUNSELORS INC22,891$2.52M0.76%+3,43913F-HRTimeline
Towne Trust Company, N.A22,837$2.51M0.88%-83513F-HRTimeline
ALKEME WEALTH, LLC22,823$2.51M1.13%+2,06013F-HRTimeline
QTR Family Wealth, LLC22,751$2.5M1.89%13F-HRTimeline
Jacobi Capital Management LLC22,700$2.5M0.18%+60913F-HRTimeline
Maven Securities LTDin group Maven Securities LTD22,600$2.49M0.54%+18,33413F-HRTimelineGroup
WOODLEY FARRA MANION PORTFOLIO MANAGEME…22,467$2.47M0.12%+59913F-HRTimeline
TWO SIGMA SECURITIES, LLC22,447$2.47M0.38%+18,03613F-HRTimeline
Horan Capital Advisors, LLC.22,445$2.47M0.83%+7213F-HRTimeline
AM INVESTMENT STRATEGIES LLC22,345$2.46M0.6%+1,47613F-HRTimeline
Washington Trust Advisors, Inc.22,294$2.45M0.22%-76,14113F-HRTimeline
Old Port Advisors22,262$2.45M0.73%-8013F-HRTimeline
STOCK YARDS BANK & TRUST CO22,141$2.44M0.09%-2,42913F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC22,072$2.43M2.21%new13F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.21,985$2.42M1.49%+1,24813F-HRTimeline
Sovereign Financial Group, Inc.21,972$2.42M0.56%-13313F-HRTimeline
Ashton Thomas Private Wealth, LLC21,956$2.41M0.09%+46413F-HRTimeline
Leelyn Smith, LLC21,927$2.41M0.43%+86213F-HRTimeline
ANDERSON HOAGLAND & CO26,186$2.41M0.29%013F-HRTimeline
JENSEN INVESTMENT MANAGEMENT INC21,870$2.41M0.03%-1,00413F-HRTimeline
Perkins Coie Trust Co21,724$2.39M0.54%+2,14313F-HRTimeline
Catherine Avery Investment Management L…21,681$2.38M2.14%-27013F-HRTimeline
Arete Wealth Advisors, LLC21,632$2.38M0.18%+6,12813F-HRTimeline
Cohen Investment Advisors LLC21,616$2.38M1.38%+2,62513F-HR/ATimeline
Laurel Wealth Advisors LLC21,549$2.37M0.37%+1,95013F-HRTimeline
Dynamic Advisor Solutions LLC21,543$2.37M0.08%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.21,522$2.37M0.09%+12,46013F-HRTimeline
BRADY FAMILY WEALTH, LLC21,462$2.36M0.76%-1,54313F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY21,456$2.36M0.08%+1,26513F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.21,384$2.35M0.09%+1,87713F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC21,350$2.35M0.16%013F-HRTimeline
Sawyer & Company, Inc21,241$2.34M0.94%-58813F-HRTimeline
BONNESS ENTERPRISES INC21,150$2.33M0.76%013F-HRTimeline
SCHULHOFF & CO INC21,140$2.33M1.03%-79613F-HRTimeline
Slagle Financial, LLC21,053$2.32M1.03%+14013F-HRTimeline
Americana Partners, LLC21,027$2.31M0.09%+1,62413F-HRTimeline
Frank, Rimerman Advisors LLC21,026$2.31M0.18%-8,38613F-HRTimeline
Pure Financial Advisors, LLC20,800$2.29M0.05%+2,35813F-HRTimeline
Independence Bank of Kentucky20,782$2.29M0.36%-26513F-HRTimeline
Point Windward Advisors Inc.20,781$2.29M0.91%+4513F-HRTimeline
GWN SECURITIES INC.22,741$2.29M0.13%+20,88213F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC20,771$2.28M1.54%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC20,707$2.28M0.22%-43,42513F-HRTimelineGroup
Investment Management Corp of Ontario20,676$2.27M0.05%new13F-HRTimeline
Birch Hill Investment Advisors LLC20,561$2.26M0.11%-17,74113F-HRTimeline
BAILARD, INC.20,439$2.25M0.06%-3,44913F-HRTimeline
Heritage Trust Co20,378$2.24M0.27%-1,04313F-HRTimeline
Geneos Wealth Management Inc.18,932$2.23M0.03%+10,17513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC20,241$2.23M0.06%-88313F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC20,241$2.23M0.13%-32013F-HRTimeline
Drucker Wealth 3.0, LLC20,157$2.22M0.49%+1113F-HRTimeline
Royal Fund Management, LLC20,131$2.21M0.26%-5,75913F-HRTimeline
Blue Trust, Inc.20,129$2.21M0.03%+5,11813F-HRTimeline
Nicholas Hoffman & Company, LLC.20,045$2.2M0.08%+4,13413F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Advanced Asset Management Advisors Inc20,000$2.2M0.6%013F-HRTimeline
SkyOak Wealth, LLC19,984$2.2M0.48%+89513F-HRTimeline
Oak Thistle LLC19,981$2.2M0.44%new13F-HRTimeline
Wilmington Savings Fund Society, FSB19,943$2.19M0.04%-2,47313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC19,878$2.19M0.03%+2,69113F-HRTimelineGroup
FORTE CAPITAL LLC /ADV19,822$2.18M0.26%+10,19813F-HRTimeline
World Investment Advisors19,818$2.18M0.06%+20213F-HRTimeline
Summit X, LLC19,677$2.16M0.46%+9,50913F-HRTimeline
Measured Risk Portfolios, Inc.19,638$2.16M2.32%+1,92513F-HRTimeline
Glass Wealth Management Co LLC19,630$2.16M1.3%-2,17013F-HRTimeline
Peloton Wealth Strategists19,631$2.16M0.9%-2,77513F-HRTimeline
MCDANIEL TERRY & CO19,592$2.15M0.19%-7,15713F-HRTimeline
Optimist Retirement Group LLC19,530$2.15M1.08%+13,27813F-HRTimeline
Shorepoint Capital Partners LLC19,504$2.15M0.49%+28213F-HRTimeline
Savoie Capital LLC16,928$2.13M0.25%013F-HRTimeline
Twin Tree Management, LP19,325$2.13M0.05%-38,39813F-HRTimeline
Harvest Investment Services, LLC19,297$2.12M0.59%-413F-HRTimeline
LECAP ASSET MANAGEMENT LTD19,236$2.12M0.49%+1,39813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp19,181$2.11M0.13%-1,63513F-HRTimelineGroup
Portside Wealth Group, LLC19,070$2.1M0.34%+4,63913F-HR/ATimeline
PITCAIRN COin group PITCAIRN CO19,054$2.1M0.13%-2,99213F-HRTimelineGroup
Wahed Invest LLC19,030$2.09M0.36%+63013F-HRTimeline
GHP Investment Advisors, Inc.19,024$2.09M0.1%+56313F-HRTimeline
Rehmann Capital Advisory Group18,903$2.08M0.13%+2,73313F-HRTimeline
Marks Group Wealth Management, Inc18,890$2.08M0.2%+26713F-HRTimeline
Cox Capital Mgt LLC18,782$2.07M1.51%+3,49213F-HRTimeline
OV Management LLC18,662$2.05M0.96%+5,04113F-HRTimeline
Cordgrass Capital Advisors, LLC18,573$2.04M0.58%013F-HRTimeline
Miller Financial Services LLC18,543$2.04M2.93%+1,19713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC18,525$2.04M0.09%-3,26913F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.18,475$2.03M0.11%-73713F-HR/ATimelineGroup
Alberta Investment Management Corp18,400$2.02M0.01%-28,70013F-HRTimeline
Arnhold LLC18,370$2.02M0.2%013F-HRTimeline
B. Riley Wealth Advisors, Inc.18,255$2.01M0.06%-1,89413F-HRTimeline
COURIER CAPITAL LLC18,224$2M0.13%-78413F-HRTimeline
Pathway Financial Advisers, LLC18,177$2M0.69%+1,18513F-HRTimeline
Fulton Bank, N.A.18,141$2M0.08%-43013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC18,090$1.99M0.18%+64613F-HR/ATimeline
Aspire Private Capital, LLC18,045$1.98M0.49%-413F-HRTimeline
WEDBUSH SECURITIES INC17,971$1.98M0.07%+3,39913F-HRTimeline
Zullo Investment Group, Inc.17,941$1.97M0.85%+45013F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC17,927$1.97M0.92%+1,18613F-HRTimeline
Marion Wealth Management17,896$1.97M0.53%013F-HRTimeline
Lombard Odier Asset Management (Switzer…17,859$1.96M0.11%+7,68213F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC17,858$1.96M0.51%-19,03713F-HRTimelineGroup
GROUPAMA ASSET MANAGMENT17,845$1.96M0.04%+11,39013F-HRTimeline