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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
Geneos Wealth Management Inc.17,196$1.74M0.04%-1,73613F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…17,176$1.73M0.41%+5,90713F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…17,063$1.72M0.01%+9,20813F-HR/ATimelineGroup
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…16,940$1.71M0.02%013F-HRTimeline
Savoie Capital LLC16,928$1.71M0.21%013F-HRTimeline
Zullo Investment Group, Inc.16,882$1.7M0.69%-1,05913F-HRTimeline
Koss-Olinger Consulting, LLC16,849$1.7M0.14%-3813F-HRTimeline
MFG WEALTH MANAGEMENT, INC.16,791$1.69M1.43%+2,12313F-HRTimeline
DHJJ Financial Advisors, Ltd.16,783$1.69M0.61%-12213F-HRTimeline
Econ Financial Services Corp16,743$1.69M0.87%+3,77313F-HRTimeline
Kennon-Green & Company, LLC16,174$1.69M1.35%-1,59213F-HRTimeline
Miller Investment Management, LP16,707$1.69M0.18%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd16,693$1.68M0.04%-17,50813F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC16,608$1.68M0.73%-23113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.16,573$1.67M0.11%-61413F-HRTimelineGroup
V-Square Quantitative Management LLC16,566$1.67M0.22%+88913F-HRTimeline
COURIER CAPITAL LLC16,563$1.67M0.1%-1,66113F-HRTimeline
Dakota Wealth Management16,544$1.67M0.04%+4,01913F-HRTimeline
CFC Planning Co LLC16,537$1.67M1.61%+76813F-HRTimeline
Venturi Wealth Management, LLC16,483$1.66M0.08%-36513F-HRTimeline
Harvest Investment Advisors, LLC16,377$1.65M1.06%+1,74513F-HRTimeline
Prime Capital Investment Advisors, LLC16,359$1.65M0.02%-12,49613F-HRTimeline
LBP AM SA16,264$1.64M0.02%-143,35913F-HRTimeline
MUFG SECURITIES AMERICAS INC.16,261$1.64M0.14%+3,31513F-HRTimeline
Global Retirement Partners, LLC16,205$1.64M0.04%13F-HRTimeline
Argent Advisors, Inc.16,196$1.63M0.51%+1,43213F-HRTimeline
Ridgewood Investments LLC16,120$1.63M0.7%+1,44913F-HRTimeline
Generali Investments CEE, investicni sp…16,000$1.62M0.13%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC15,951$1.61M0.06%-2,57413F-HRTimeline
Drucker Wealth 3.0, LLC15,751$1.61M0.31%-4,40613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO15,923$1.61M0.4%13F-HRTimeline
Sage Mountain Advisors LLC15,912$1.61M0.1%-47913F-HRTimeline
AUXIER ASSET MANAGEMENT LLC15,895$1.6M0.24%+22013F-HRTimeline
Sawyer & Company, Inc14,919$1.6M0.54%-6,32213F-HR/ATimeline
Fulton Bank, N.A.15,844$1.6M0.06%-2,29713F-HRTimeline
CEERA INVESTMENTS, LLC15,792$1.59M0.49%+1,26913F-HRTimeline
Arete Wealth Advisors, LLC15,686$1.58M0.11%-5,94613F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC15,665$1.58M0.14%-2513F-HRTimelineGroup
Marks Group Wealth Management, Inc15,629$1.58M0.15%-3,26113F-HRTimeline
UMB Bank, n.a.15,615$1.58M0.02%-8,38713F-HR/ATimeline
Maltin Wealth Management, Inc.15,614$1.58M0.71%-41513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC15,605$1.58M0.15%-5,10213F-HRTimelineGroup
Teamwork Financial Advisors, LLC15,555$1.57M0.19%+3,98813F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.15,540$1.57M0.07%new13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC15,412$1.56M0.18%+93213F-HRTimeline
Vestcor Inc15,405$1.55M0.05%+1,87413F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.15,388$1.55M0.01%+1,69613F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
SPINNAKER TRUST15,316$1.55M0.09%+80213F-HRTimeline
Radnor Capital Management, LLC15,278$1.54M0.25%-27513F-HRTimeline
BOYAR ASSET MANAGEMENT INC.15,256$1.54M1.01%-80313F-HRTimeline
QUADRANT CAPITAL GROUP LLC15,193$1.53M0.06%+1,51313F-HRTimeline
Consolidated Portfolio Review Corp15,182$1.53M0.21%+1,05413F-HRTimeline
POSTROCK PARTNERS LLC15,101$1.52M0.73%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC15,077$1.52M0.03%-5,16413F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC15,037$1.52M0.33%-2,82113F-HRTimelineGroup
American Assets Investment Management, …in group American Assets Investment Ma…15,000$1.51M0.12%013F-HRTimelineGroup
CULBERTSON A N & CO INC14,993$1.51M0.23%-14,88313F-HRTimeline
Birch Hill Investment Advisors LLC14,981$1.51M0.07%-5,58013F-HRTimeline
Berkeley Capital Partners, LLC14,920$1.51M0.38%+6,13313F-HRTimeline
Long Run Wealth Advisors, LLC14,919$1.51M0.32%+2,63913F-HRTimeline
Accordant Advisory Group Inc14,837$1.5M1.12%+70913F-HRTimeline
WINNACLE WEALTH LLC14,837$1.5M1.12%+14,55913F-HRTimeline
Cornerstone Wealth Management, LLC14,814$1.5M0.09%+2,36013F-HRTimeline
Clear Creek Financial Management, LLC14,805$1.49M0.14%+5,81413F-HRTimeline
Cherokee Insurance Co14,750$1.49M0.65%013F-HRTimeline
Palisade Asset Management, LLC14,732$1.49M0.15%-91913F-HRTimeline
Sterneck Capital Management, LLC14,710$1.48M0.75%-39813F-HRTimeline
BLVD Private Wealth, LLC14,656$1.48M1.39%13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC14,639$1.48M0.01%-19213F-HRTimeline
Probity Advisors, Inc.14,605$1.47M0.26%+14913F-HRTimeline
Mengis Capital Management, Inc.14,571$1.47M0.31%-2,03513F-HRTimeline
Donoghue Forlines LLC14,563$1.47M0.42%+1,94013F-HRTimeline
Arax Advisory Partners12,808$1.47M0.07%+83113F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group14,483$1.46M0.18%+2,13013F-HRTimelineGroup
Clean Yield Group14,396$1.45M0.43%+20613F-HRTimeline
Farther Finance Advisors, LLC14,338$1.45M0.03%+1,81113F-HRTimeline
Addison Capital Co14,220$1.44M0.5%-25013F-HRTimeline
Carnegie Investment Counsel14,162$1.43M0.03%+25313F-HRTimeline
Richard Bernstein Advisors LLC14,156$1.43M0.04%013F-HRTimeline
ALERUS FINANCIAL NA14,133$1.43M0.1%+85913F-HRTimeline
Trexquant Investment LP14,129$1.43M0.02%-103,33613F-HRTimeline
CORBYN INVESTMENT MANAGEMENT INC/MD14,117$1.42M0.48%-36013F-HRTimeline
Coppell Advisory Solutions LLC14,039$1.42M0.17%-1,57413F-HR/ATimeline
Tradition Wealth Management, LLC14,047$1.42M0.11%-29213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC13,928$1.41M0.01%+3,41413F-HRTimelineGroup
Hudson Canyon Capital Management13,900$1.4M0.87%013F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV13,825$1.4M0.15%+71913F-HRTimeline
FLC Capital Advisors13,817$1.39M0.29%+10,93513F-HRTimeline
Callan Family Office, LLC13,781$1.39M0.04%+7,34513F-HRTimeline
First Dallas Securities Inc.13,720$1.38M0.55%+2,29913F-HRTimeline
Empirical Financial Services, LLC d.b.a…13,712$1.38M0.03%+32913F-HRTimeline
Barnes Dennig Private Wealth Management…13,660$1.38M1.65%-10,56313F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC13,594$1.37M0.33%013F-HRTimeline
Millennium Capital Advisors, LLC13,591$1.37M0.91%-2,59513F-HRTimeline
Cascade Investment Advisors, Inc.13,576$1.37M0.88%+2,95613F-HRTimeline
Beacon Financial Advisory LLC13,319$1.34M0.35%+2,24813F-HRTimeline
ROCKLAND TRUST CO13,252$1.34M0.07%-6413F-HRTimeline
Horst & Graben Wealth Management LLC13,236$1.34M0.22%+2013F-HRTimeline
Weaver C. Barksdale & Associates, Inc.13,220$1.33M1.28%-11813F-HRTimeline
Avidian Wealth Enterprises, LLC13,185$1.33M0.05%-73013F-HRTimeline
Stiles Financial Services Inc13,120$1.32M0.46%+1,01313F-HRTimeline
Leonteq Securities AG13,095$1.32M0.08%-10,55213F-HRTimeline
Douglass Winthrop Advisors, LLC13,090$1.32M0.02%013F-HRTimeline
Ignite Planners, LLC13,282$1.32M0.23%-3,96313F-HR/ATimeline
GSA CAPITAL PARTNERS LLP13,023$1.31M0.09%+6,91213F-HRTimeline
CAXTON ASSOCIATES LLP12,995$1.31M0.03%+9,69813F-HRTimeline
Ballentine Partners, LLC12,988$1.31M0.02%+7513F-HRTimeline
WOLFF WIESE MAGANA LLC12,935$1.31M0.81%+65813F-HRTimeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.12,926$1.3M0.87%+2,74813F-HRTimeline
Kerusso Capital Management LLC12,905$1.3M0.81%+613F-HRTimeline
Ted Buchan & Co12,880$1.3M0.52%+4,62413F-HRTimeline
Caldwell Trust Co12,857$1.3M0.13%-1,27113F-HRTimeline
Trivium Point Advisory, LLC12,752$1.29M0.14%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC12,715$1.28M0.02%-2,12113F-HRTimeline
SteelPeak Wealth, LLC12,701$1.28M0.05%-32,92613F-HRTimeline
InvesTrust12,677$1.28M0.49%-26,90613F-HRTimeline
Cordatus Wealth Management LLC12,674$1.28M0.31%-34813F-HRTimeline
New England Research & Management, Inc.12,660$1.28M0.61%-51013F-HRTimeline
Atlanta Consulting Group Advisors, LLC12,645$1.28M0.35%-20713F-HRTimeline
SummitTX Capital, L.P.12,633$1.28M0.06%-20,17713F-HRTimeline
Thomasville National Bank12,607$1.27M0.09%+9,90813F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC12,512$1.26M0.75%+2,21513F-HRTimeline
OSTRUM ASSET MANAGEMENT12,466$1.26M0.06%-25013F-HRTimeline
Rice Partnership, LLC12,439$1.26M0.22%-2,60013F-HRTimeline
Level Financial Advisors12,382$1.25M0.39%013F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co12,300$1.24M0.03%+6,90013F-HRTimelineGroup
GAMMA Investing LLC12,280$1.24M0.08%+5,73813F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP12,273$1.24M0.08%013F-HRTimelineGroup
Mesirow Financial Investment Management…12,259$1.24M0.02%-52413F-HRTimeline
IHT Wealth Management, LLC12,185$1.23M0.03%-21513F-HRTimeline
Hexagon Capital Partners LLC12,167$1.23M0.27%+44513F-HRTimeline
Canada Post Corp Registered Pension Plan12,166$1.23M0.07%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,159$1.23M-2,675Timeline
Flavin Financial Services, Inc.12,150$1.23M1.19%-55813F-HR/ATimeline
MONTAG A & ASSOCIATES INC12,147$1.23M0.06%+77013F-HRTimeline
Symphony Financial, Ltd. Co.12,033$1.22M0.16%+5,33913F-HR/ATimeline
Nordwand Advisors, LLC12,095$1.22M0.19%+12,04513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC12,087$1.22M0.01%-5713F-HRTimeline
SUMMIT SECURITIES GROUP LLC12,014$1.21M0.43%+9,21413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC12,006$1.21M0.3%+2,51913F-HRTimeline
Hennion & Walsh Asset Management, Inc.11,992$1.21M0.05%-60413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments11,976$1.21M0.07%+53113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.11,953$1.21M0.03%+8513F-HRTimeline
EXCALIBUR MANAGEMENT CORP11,884$1.2M0.45%-32713F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC11,864$1.2M0.59%+90313F-HRTimeline
Intrua Financial, LLC11,829$1.19M0.17%+1,38313F-HRTimeline
Gifford Fong Associates11,800$1.19M0.27%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP11,799$1.19M0.03%+42513F-HRTimeline
LANARK FINANCIAL, INC.11,793$1.19M0.1%+62913F-HRTimeline
B. Riley Wealth Advisors, Inc.11,766$1.19M0.06%-6,48913F-HRTimeline
Vest Financial, LLC11,745$1.19M0.02%+3,30913F-HRTimeline
NEVILLE RODIE & SHAW INC11,701$1.18M0.09%-4,29613F-HRTimeline
CoreCap Advisors, LLC11,671$1.18M0.05%+2,80013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS11,634$1.17M0.51%-10013F-HRTimeline
Financial Advocates Investment Manageme…11,623$1.17M0.1%+77213F-HRTimeline
Park Place Capital Corp11,203$1.17M0.27%+9,54113F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC11,511$1.16M0.02%-17,26113F-HRTimelineGroup
Moloney Securities Asset Management, LLC11,471$1.16M0.14%+6,32613F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…11,466$1.16M0.54%+3,39413F-HRTimeline
Cresset Asset Management, LLC11,433$1.15M0.01%-46,68413F-HR/ATimeline
Quilter Plcin group Quilter Plc11,399$1.15M0.02%+6113F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/11,378$1.15M0.13%-2,24013F-HRTimeline
PLIMOTH TRUST CO LLC11,323$1.14M0.27%-1,65413F-HRTimeline
Navalign, LLC11,313$1.14M0.31%-8513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT11,299$1.14M0.02%+27913F-HRTimeline
Meridian Wealth Management, LLC11,288$1.14M0.05%-27213F-HRTimeline
Mendel Money Management11,243$1.13M0.5%+5,06513F-HRTimeline
Goldstone Financial Group, LLC10,848$1.13M0.15%+1,19413F-HRTimeline
Carson Advisory Inc.11,187$1.13M0.72%-1,07313F-HRTimeline
Investors Research Corp11,175$1.13M0.22%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC11,161$1.13M0.42%-33813F-HRTimeline
Fiduciary Group, LLC11,153$1.13M0.11%+29313F-HRTimeline
Carnegie Lake Advisors LLC11,140$1.12M0.44%+1,06813F-HRTimeline
DAVIS R M INC11,130$1.12M0.02%-88313F-HRTimeline
Integrated Advisors Network LLC11,130$1.12M0.05%-1,97913F-HRTimeline
Numerai GP LLC11,102$1.12M0.16%+4,21813F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding11,078$1.12M-1,292Timeline
Erste Asset Management GmbHin group Erste Asset Management GmbH11,063$1.12M0.01%+4,84813F-HRTimelineGroup
ANB BANK10,978$1.11M0.5%+28613F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV11,108$1.11M0.06%+52313F-HR/ATimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC10,939$1.1M0.01%-58313F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,933$1.1M0.02%-4,34513F-HRTimelineGroup
TWIN CITY PRIVATE WEALTH, LLC10,846$1.09M0.89%+38213F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…10,720$1.08M0.81%-3,35513F-HRTimeline
MGO ONE SEVEN LLC10,677$1.08M0.03%-26313F-HRTimeline
MONETARY MANAGEMENT GROUP INC10,641$1.07M0.26%-75013F-HRTimeline
Texas Bank & Trust Co10,634$1.07M0.43%-6013F-HRTimeline
Western Wealth Management, LLC10,601$1.07M0.06%+1,78613F-HRTimeline
Garner Asset Management Corp10,586$1.07M0.49%-2,45613F-HRTimeline
Keystone Financial Group10,585$1.07M0.1%-75313F-HRTimeline
Twin Lakes Capital Management, LLC10,571$1.07M0.65%+1113F-HRTimeline
Simplicity Wealth,LLC10,553$1.07M0.04%-2,11113F-HRTimeline
ABNER HERRMAN & BROCK LLC10,550$1.06M0.12%013F-HRTimeline
Csenge Advisory Group10,913$1.06M0.06%+1,08813F-HRTimeline
BAXTER BROS INC10,533$1.06M0.13%-4,30513F-HRTimeline
BRANDES INVESTMENT PARTNERS, LPin group BRANDES INVESTMENT PARTNERS, …10,429$1.05M0.01%+3,80313F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC10,407$1.05M0.02%-14613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,401$1.05M0.02%-1,52313F-HRTimelineGroup
KPP Advisory Services LLC10,390$1.05M0.17%+71913F-HR/ATimeline
OARSMAN CAPITAL, INC.10,328$1.04M0.16%+82913F-HRTimeline