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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
Kennon-Green & Company, LLC17,766$1.95M1.59%+21313F-HRTimeline
Sculati Wealth Management, LLC17,745$1.95M0.79%+95913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.17,682$1.95M0.03%-50913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Perpetual Ltdin group Perpetual Ltd17,657$1.94M0.02%+7,24813F-HRTimelineGroup
Moors & Cabot, Inc.17,600$1.94M0.1%-8113F-HRTimeline
TRUST CO OF VERMONT17,582$1.93M0.1%-83413F-HRTimeline
Boomfish Wealth Group, LLC17,493$1.92M1.25%+2113F-HRTimeline
Machina Capital S.A.S.17,317$1.9M0.57%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.17,187$1.89M0.14%-1,14113F-HRTimelineGroup
Sovereign's Capital Management, LLC17,096$1.88M1.12%+1,29613F-HRTimeline
SEARLE & CO.17,045$1.87M0.53%+2,17413F-HRTimeline
BEACON INVESTMENT ADVISORS LLC17,013$1.87M0.88%+24813F-HRTimeline
Foundations Investment Advisors, LLC17,001$1.87M0.03%-6513F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…16,940$1.86M0.02%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…16,912$1.86M0.2%+4,30813F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.16,905$1.86M0.75%013F-HRTimeline
Paralel Advisors LLC16,894$1.86M0.08%013F-HRTimeline
Koss-Olinger Consulting, LLC16,887$1.86M0.16%new13F-HRTimeline
Venturi Wealth Management, LLC16,848$1.85M0.1%+2,89613F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC16,839$1.85M0.84%+1,82913F-HRTimeline
Sigma Planning Corp16,832$1.85M0.06%+2,95413F-HRTimeline
Quintet Private Bank (Europe) S.A.16,733$1.84M0.11%+14813F-HRTimeline
Miller Investment Management, LP16,707$1.84M0.2%-15213F-HRTimeline
Dynamic Technology Lab Private Ltd16,670$1.83M0.27%+11,94013F-HRTimeline
Lantz Financial LLC16,649$1.83M0.5%-15613F-HRTimeline
Mengis Capital Management, Inc.16,606$1.83M0.38%-15513F-HRTimeline
Voleon Capital Management LP16,427$1.81M0.14%+3,81913F-HRTimeline
Point72 (DIFC) Ltd16,427$1.81M0.17%+5,70313F-HRTimeline
Sage Mountain Advisors LLC16,391$1.8M0.13%+1,21113F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co5,400$1.8M0.05%-6,90013F-HRTimelineGroup
Carmel Capital Partners, LLC16,333$1.8M0.71%+80813F-HRTimeline
Millennium Capital Advisors, LLC16,186$1.78M1.31%-1,13213F-HRTimeline
Martin Capital Partners, LLC16,160$1.78M2.13%-35113F-HRTimeline
Parallel Advisors, LLC16,152$1.78M0.04%-26813F-HRTimeline
BOYAR ASSET MANAGEMENT INC.16,059$1.77M1.28%-1,47913F-HRTimeline
Groupe la Francaisein group Groupe la Francaise16,050$1.76M0.04%-2,92813F-HRTimelineGroup
Maltin Wealth Management, Inc.16,029$1.76M0.83%-2,42213F-HRTimeline
NEVILLE RODIE & SHAW INC15,997$1.76M0.14%+13013F-HRTimeline
Generali Investments CEE, investicni sp…16,000$1.76M0.16%+4,40013F-HRTimeline
Arvest Bank Trust Division15,978$1.76M0.11%-4213F-HRTimeline
Harvest Portfolios Group Inc.15,881$1.75M0.05%+3,04713F-HRTimeline
CFC Planning Co LLC15,769$1.73M1.9%+3,29513F-HR/ATimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.15,698$1.73M0.03%+10,33013F-HRTimelineGroup
Cladis Investment Advisory, LLC15,716$1.73M1.25%+3,70113F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC15,690$1.73M0.17%-5213F-HR/ATimelineGroup
V-Square Quantitative Management LLC15,677$1.72M0.25%+21013F-HRTimeline
AUXIER ASSET MANAGEMENT LLC15,675$1.72M0.26%+30713F-HRTimeline
Palisade Asset Management, LLC15,651$1.72M0.18%-10013F-HRTimeline
Norris Financial Group, LLC15,586$1.71M0.8%+12,32113F-HRTimeline
Radnor Capital Management, LLC15,553$1.71M0.29%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC15,379$1.69M0.02%-52,00713F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.15,352$1.69M0.02%-328,42313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding14,834$1.69M-50,970Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…15,278$1.68M0.03%-44113F-HRTimelineGroup
Sepio Capital, LP15,226$1.67M0.13%-2,61413F-HRTimeline
Compound Planning, Inc.15,215$1.67M0.08%+4,12013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding15,210$1.67M+2,254Timeline
ALLSTATE CORPin group ALLSTATE CORP15,196$1.67M0.05%-6,50513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,188$1.67M0.02%+6,36513F-HRTimelineGroup
Te Ahumairangi Investment Management Ltd15,186$1.67M0.35%-25013F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…15,177$1.67M0.03%+6,34713F-HR/ATimelineGroup
Sterneck Capital Management, LLC15,108$1.66M0.9%+2,27413F-HRTimeline
Horizon Investments, LLC15,066$1.66M0.05%+61713F-HRTimeline
Rice Partnership, LLC15,039$1.65M0.34%013F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…15,000$1.65M0.14%013F-HR/ATimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,875$1.64M0.05%+44713F-HRTimelineGroup
BAXTER BROS INC14,838$1.63M0.21%-1,68213F-HRTimeline
RWA WEALTH PARTNERS, LLC14,836$1.63M0.02%-66,43813F-HRTimeline
Ignite Planners, LLC17,245$1.63M0.32%+13,05813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC14,831$1.63M0.01%+60813F-HRTimeline
Orca Investment Management, LLC14,814$1.63M1.63%-31013F-HRTimeline
Argent Advisors, Inc.14,764$1.62M0.54%+3,01113F-HRTimeline
Cherokee Insurance Co14,750$1.62M0.72%+1,50013F-HRTimeline
Ridgewood Investments LLC14,671$1.61M0.75%+1,04513F-HRTimeline
MFG WEALTH MANAGEMENT, INC.14,668$1.61M1.54%new13F-HRTimeline
Harvest Investment Advisors, LLC14,632$1.61M1.16%+3,10713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC14,544$1.6M0.04%+9,94113F-HRTimelineGroup
CEERA INVESTMENTS, LLC14,523$1.6M0.55%+3,22513F-HRTimeline
SPINNAKER TRUST14,514$1.6M0.1%-2,62913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.14,507$1.6M0.03%+5,93513F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC14,480$1.59M0.24%+11,87013F-HRTimeline
CORBYN INVESTMENT MANAGEMENT INC/MD14,477$1.59M0.59%+57213F-HRTimeline
Addison Capital Co14,470$1.59M0.62%-31913F-HRTimeline
Probity Advisors, Inc.14,456$1.59M0.31%+2,71713F-HRTimeline
HEADINVEST, LLC14,380$1.58M0.31%-80013F-HRTimeline
Tradition Wealth Management, LLC14,339$1.58M0.14%+36513F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.14,302$1.57M1.07%+1,87013F-HRTimeline
Clean Yield Group14,190$1.56M0.51%-28113F-HRTimeline
Richard Bernstein Advisors LLC14,156$1.56M0.04%-43713F-HRTimeline
Accordant Advisory Group Inc14,128$1.55M1.52%-33513F-HR/ATimeline
Caldwell Trust Co14,128$1.55M0.17%-70813F-HRTimeline
Consolidated Portfolio Review Corp14,128$1.55M0.25%+5,93113F-HRTimeline
GM Advisory Group, LLC14,116$1.55M0.08%new13F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…14,075$1.55M1.18%-72013F-HRTimeline
Avidian Wealth Enterprises, LLC13,915$1.53M0.07%-52613F-HRTimeline
Hudson Canyon Capital Management13,900$1.53M1.08%+25013F-HRTimeline
Capital Square, LLC13,861$1.52M0.9%+6,50913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,845$1.52M0.05%+1,67213F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management13,824$1.52M<0.01%-341,71813F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC13,774$1.51M<0.01%-22,66413F-HRTimelineGroup
Safe Harbor Fiduciary, LLC13,736$1.51M1.56%-30513F-HRTimeline
Coppell Advisory Solutions LLC15,613$1.51M0.21%-65313F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.13,692$1.51M0.02%-50313F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC13,680$1.5M0.06%+10,28513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/13,618$1.5M0.2%-33913F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC13,594$1.5M0.42%013F-HRTimeline
CERTUITY, LLC13,592$1.49M0.16%+7413F-HRTimeline
Vestcor Inc13,531$1.49M0.05%-6113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC13,459$1.48M0.05%-27613F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA13,446$1.48M0.27%new13F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…13,383$1.47M0.04%-61,66613F-HRTimeline
BRIGHTON JONES LLC13,376$1.47M0.05%+1,25013F-HRTimeline
Sunbelt Securities, Inc.13,350$1.47M0.13%-3,57213F-HRTimeline
Weaver C. Barksdale & Associates, Inc.13,338$1.47M1.41%-31613F-HRTimeline
ROCKLAND TRUST CO13,316$1.46M0.07%+1,09713F-HRTimeline
Aptus Capital Advisors, LLC13,306$1.46M0.02%-41113F-HRTimeline
BOWEN HANES & CO INC13,291$1.46M0.04%-5,83013F-HRTimeline
Resonant Capital Advisors, LLC13,290$1.46M0.1%+2,23613F-HRTimeline
ALERUS FINANCIAL NA13,274$1.46M0.12%-23413F-HRTimeline
Pallas Capital Advisors LLC13,261$1.46M0.06%+6,04013F-HRTimeline
HF Advisory Group, LLC13,236$1.46M0.64%+2,88613F-HRTimeline
Horst & Graben Wealth Management LLC13,216$1.45M0.26%-4513F-HRTimeline
New England Research & Management, Inc.13,170$1.45M0.74%-97513F-HRTimeline
Integrated Advisors Network LLC13,109$1.44M0.07%-1,38613F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV13,106$1.44M0.17%new13F-HR/ATimeline
Douglass Winthrop Advisors, LLC13,090$1.44M0.03%-3513F-HRTimeline
Garner Asset Management Corp13,042$1.43M0.63%-64513F-HRTimeline
Cordatus Wealth Management LLC13,022$1.43M0.39%+65713F-HRTimeline
JLB & ASSOCIATES INC13,011$1.43M0.2%-2,90213F-HRTimeline
PLIMOTH TRUST CO LLC12,977$1.43M0.37%-2,86513F-HRTimeline
Econ Financial Services Corp12,970$1.43M0.76%-3,55813F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise12,946$1.42M0.06%13F-HRTimelineGroup
MUFG SECURITIES AMERICAS INC.12,946$1.42M0.17%+2,15013F-HRTimeline
Ballentine Partners, LLC12,913$1.42M0.02%+61413F-HRTimeline
Kerusso Capital Management LLC12,899$1.42M0.9%+33013F-HRTimeline
Atlanta Consulting Group Advisors, LLC12,852$1.41M0.41%+1513F-HRTimeline
Aster Capital Management (DIFC) Ltd11,848$1.41M0.26%+10,54813F-HRTimeline
Mesirow Financial Investment Management…12,783$1.41M0.03%-12,95313F-HRTimeline
Mechanics Bank Trust Department12,757$1.4M0.19%+2,54613F-HRTimeline
OSTRUM ASSET MANAGEMENT12,716$1.4M0.07%-20013F-HRTimeline
Flavin Financial Services, Inc.12,708$1.4M1.29%+93413F-HR/ATimeline
Simplicity Wealth,LLC12,664$1.39M0.11%+7,30813F-HRTimeline
Bridgefront Capital, LLC12,625$1.39M0.4%+10,43513F-HRTimeline
Donoghue Forlines LLC12,623$1.39M0.44%new13F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT12,606$1.39M0.06%-15,86813F-HRTimeline
INCEPTIONR LLC12,599$1.39M0.41%+10,55313F-HRTimeline
Hennion & Walsh Asset Management, Inc.12,596$1.39M0.06%-34113F-HRTimeline
Dakota Wealth Management12,525$1.38M0.03%+2,03513F-HRTimeline
Xcel Wealth Management, LLC12,472$1.37M0.43%+18013F-HRTimeline
Cornerstone Wealth Management, LLC12,454$1.37M0.09%+2,43813F-HRTimeline
Farther Finance Advisors, LLC12,527$1.37M0.03%+2,48613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…12,430$1.37M0.14%+5,56813F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…12,420$1.37M0.01%+50413F-HRTimeline
Carnegie Investment Counsel13,909$1.36M0.03%+2,90013F-HRTimeline
IHT Wealth Management, LLC12,400$1.36M0.04%+29013F-HRTimeline
Level Financial Advisors12,382$1.36M0.46%013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding12,370$1.36M-2,150Timeline
NFJ INVESTMENT GROUP, LLC12,367$1.36M0.05%-58413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group12,353$1.36M0.18%-1,28713F-HRTimelineGroup
Modern Wealth Management, LLC12,326$1.36M0.04%+1,42913F-HR/ATimeline
Long Run Wealth Advisors, LLC12,280$1.35M0.31%new13F-HRTimeline
WOLFF WIESE MAGANA LLC12,277$1.35M0.92%+11,91113F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP12,273$1.35M0.1%+7,02913F-HRTimelineGroup
Carson Advisory Inc.12,260$1.35M0.91%+4713F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.12,259$1.35M1.28%-85813F-HRTimeline
EXCALIBUR MANAGEMENT CORP12,211$1.34M0.53%+38213F-HRTimeline
iA Global Asset Management Inc.12,204$1.34M0.02%+5,50113F-HRTimeline
Rossmore Private Capital12,188$1.34M0.17%-40113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC12,144$1.34M0.01%-60213F-HRTimeline
Stiles Financial Services Inc12,107$1.33M0.51%+12213F-HRTimeline
DAVIS R M INC12,013$1.32M0.03%+45513F-HRTimeline
Arax Advisory Partners11,977$1.32M0.08%-7,64713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,924$1.31M0.03%-62013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.11,868$1.31M0.04%-63913F-HRTimeline
Gifford Fong Associates11,800$1.3M0.32%013F-HRTimeline
McKinley Carter Wealth Services, Inc.11,787$1.3M0.08%+70313F-HRTimeline
Central Pacific Bank - Trust Division11,758$1.29M0.18%-86613F-HRTimeline
Caption Management, LLC11,750$1.29M0.06%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS11,734$1.29M0.61%-30013F-HRTimeline
Hexagon Capital Partners LLC11,722$1.29M0.24%-41513F-HRTimeline
Aull & Monroe Investment Management Corp11,655$1.28M0.64%-17513F-HRTimeline
PARK NATIONAL CORP /OH/11,615$1.28M0.05%-93113F-HRTimeline
Beverly Hills Private Wealth, LLC11,576$1.27M0.25%+13813F-HRTimeline
Teamwork Financial Advisors, LLC11,567$1.27M0.18%+1,77713F-HRTimeline
Meridian Wealth Management, LLC11,560$1.27M0.06%+1,93113F-HRTimeline
Watts Gwilliam & Co., LLC11,540$1.27M0.28%+4,27113F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC11,522$1.27M0.01%-60,75813F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC11,499$1.26M0.53%+7,23113F-HRTimeline
OSSIAM11,448$1.26M0.02%-3513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments11,445$1.26M0.09%-64,98413F-HRTimelineGroup
First Dallas Securities Inc.11,421$1.26M0.52%+10213F-HRTimeline
Navalign, LLC11,398$1.25M0.36%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC11,391$1.25M0.34%+10,79513F-HRTimeline
MONTAG A & ASSOCIATES INC11,377$1.25M0.06%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP11,374$1.25M0.03%+26613F-HRTimeline
Quilter Plcin group Quilter Plc11,338$1.25M0.03%013F-HRTimelineGroup
NorthRock Partners, LLC11,319$1.24M0.04%-1,26713F-HRTimeline
Legacy Advisors, LLC11,286$1.24M0.13%-51513F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…11,269$1.24M0.31%new13F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC11,254$1.24M0.01%-54,89413F-HRTimeline