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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
Hedges Asset Management LLC11,200$1.23M0.81%013F-HRTimeline
Investors Research Corp11,175$1.23M0.27%+33613F-HRTimeline
Keystone Financial Group11,338$1.23M0.12%+58513F-HRTimeline
LANARK FINANCIAL, INC.11,164$1.23M0.1%+11,15413F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding11,107$1.22M-18,630Timeline
Beacon Financial Advisory LLC11,071$1.22M0.37%-1,98513F-HRTimeline
Roundview Capital LLC11,058$1.22M0.09%-40013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT11,020$1.21M0.02%+38413F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC10,961$1.21M0.62%+1,78913F-HRTimeline
MGO ONE SEVEN LLC10,940$1.2M0.05%-68913F-HRTimeline
ARVEST INVESTMENTS, INC.10,918$1.2M0.19%-53813F-HRTimeline
Fiduciary Group, LLC10,860$1.19M0.12%+37413F-HRTimeline
Jaffetilchin Investment Partners, LLC10,859$1.19M0.09%+7,58213F-HRTimeline
Financial Advocates Investment Manageme…10,851$1.19M0.08%+1,22013F-HRTimeline
Northeast Financial Consultants Inc10,846$1.19M0.05%-23313F-HRTimeline
L. Roy Papp & Associates, LLP10,841$1.19M0.15%-6,71013F-HRTimeline
Legacy Financial Advisors, Inc.10,830$1.19M0.2%-21613F-HRTimeline
GTS SECURITIES LLC10,772$1.18M0.05%+6,84313F-HRTimeline
Texas Bank & Trust Co10,694$1.18M0.5%-8713F-HRTimeline
ANB BANK10,692$1.18M0.53%+15213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC10,676$1.17M0.16%+5,17613F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…10,675$1.17M0.94%new13F-HRTimelineGroup
Cascade Investment Advisors, Inc.10,620$1.17M0.79%new13F-HRTimeline
Twin Lakes Capital Management, LLC10,560$1.16M0.78%+13213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,553$1.16M0.02%-1,52113F-HRTimeline
ABNER HERRMAN & BROCK LLC10,550$1.16M0.15%-21113F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC10,536$1.16M0.02%new13F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC10,514$1.16M0.01%-18,92613F-HRTimelineGroup
Vermillion & White Wealth Management Gr…10,485$1.15M0.83%013F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC10,465$1.15M0.6%-15213F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC10,464$1.15M1.01%+1,15913F-HRTimeline
Intrua Financial, LLC10,446$1.15M0.18%-1,07613F-HRTimeline
Curbstone Financial Management Corp10,332$1.14M0.24%+66013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC10,297$1.13M0.73%new13F-HRTimeline
Greenline Partners, LLC10,268$1.13M0.18%+313F-HRTimeline
LaFleur & Godfrey LLC10,242$1.13M0.15%+4,01713F-HRTimeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.10,178$1.11M0.8%+1,37213F-HRTimeline
Carnegie Lake Advisors LLC10,072$1.11M0.45%+3,06713F-HRTimeline
Strategic Blueprint, LLC10,045$1.1M0.06%+2,34113F-HRTimeline
Buck Wealth Strategies, LLC10,034$1.1M0.2%+4,68213F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.10,022$1.1M0.87%new13F-HRTimeline
GREENLEAF TRUST10,001$1.1M0.01%-2,08813F-HRTimeline
CORA CAPITAL ADVISORS LLC9,974$1.1M0.53%+1913F-HRTimeline
Hurley Capital, LLC9,892$1.09M0.82%new13F-HRTimeline
Massar Capital Management, LP9,867$1.09M1.3%new13F-HRTimeline
Copia Wealth Management9,846$1.08M1%013F-HRTimeline
Matrix Trust Co9,766$1.07M0.18%+13313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC9,747$1.07M0.05%-2,14913F-HRTimeline
Larson Financial Group LLC9,746$1.07M0.05%+1,52613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…9,724$1.07M<0.01%-57,35313F-HRTimeline
AIA Group Ltdin group AIA Group Ltd9,722$1.07M0.03%+6,21813F-HRTimelineGroup
Strategic Equity Management9,688$1.07M0.45%013F-HRTimeline
KPP Advisory Services LLC9,671$1.06M0.2%new13F-HRTimeline
Institute for Wealth Management, LLC.9,659$1.06M0.14%-57513F-HRTimeline
Goldstone Financial Group, LLC9,654$1.06M0.16%+113F-HRTimeline
Woodline Partners LP9,640$1.06M0.01%-12,31513F-HRTimeline
Zuckerman Investment Group, LLC9,638$1.06M0.11%+2,00013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding9,624$1.06M-155Timeline
Point72 Hong Kong Ltd9,596$1.06M0.08%new13F-HRTimeline
OARSMAN CAPITAL, INC.9,499$1.04M0.19%+8,70013F-HRTimeline
Godshalk Welsh Capital Management, Inc.9,487$1.04M0.68%-25013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC9,487$1.04M0.29%+2,86213F-HRTimeline
Savvy Advisors, Inc.9,484$1.04M0.1%+6,88513F-HRTimeline
ForthRight Wealth Management, LLC9,442$1.04M0.35%-3513F-HRTimeline
Kondo Wealth Advisors, Inc.9,409$1.03M0.51%-53013F-HRTimeline
Octavia Wealth Advisors, LLC9,397$1.03M0.13%+1,40213F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV10,585$1.02M0.45%+1,11413F-HR/ATimeline
Agate Pass Investment Management, LLC9,235$1.02M0.43%+4,45013F-HRTimeline
Procyon Advisors, LLC9,235$1.02M0.06%-38213F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.9,220$1.01M0.67%new13F-HR/ATimeline
CENTRAL TRUST Co9,185$1.01M0.02%+8613F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding9,147$1.01M+2,100Timeline
Houlihan Financial Resource Group, Ltd.9,130$1M0.45%-10013F-HRTimeline
Comprehensive Financial Consultants Ins…9,066$997K0.35%+1,58813F-HRTimeline
RFG Advisory, LLC9,042$995K0.03%-3,84713F-HRTimeline
MITCHELL SINKLER & STARR/PA9,037$994K0.28%-10013F-HRTimeline
PFC CAPITAL GROUP, INC.9,001$990K0.5%-26913F-HRTimeline
Clear Creek Financial Management, LLC8,991$989K0.1%+1,27113F-HRTimeline
Loudon Investment Management, LLC8,985$988K0.56%-2,17113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…10,377$978K0.4%-48713F-HRTimeline
CoreCap Advisors, LLC8,871$976K0.04%-1,11513F-HRTimeline
ARK Investment Management LLCin group ARK Investment Management LLC8,863$975K0.01%-65913F-HRTimelineGroup
Western Wealth Management, LLC8,815$970K0.06%-35713F-HRTimeline
Berkeley Capital Partners, LLC8,787$966K0.27%+5,01013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,745$962K0.02%-7,04613F-HRTimeline
Applied Capital LLC/FL8,714$958K0.77%-2013F-HRTimeline
Town & Country Bank & Trust CO dba Firs…8,685$955K0.38%-3,52313F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.8,645$951K0.08%-713F-HRTimeline
LS Investment Advisors, LLC8,640$950K0.15%+3,75513F-HRTimeline
GC Wealth Management RIA, LLC8,623$948K0.17%-96113F-HRTimeline
Alpha Cubed Investments, LLC8,617$948K0.04%+8913F-HRTimeline
Csenge Advisory Group9,825$947K0.05%+3,77613F-HRTimeline
Clark Capital Management Group, Inc.8,561$942K0.01%-2,86613F-HRTimeline
Intellectus Partners, LLC8,528$938K0.23%+49613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,509$936K0.1%+96613F-HRTimeline
IFP Advisors, Inc8,504$935K0.03%+57113F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC8,467$931K0.23%013F-HRTimeline
L.M. KOHN & COMPANY8,449$929K0.24%-2,27813F-HRTimeline
Vest Financial, LLC8,436$928K0.01%+3,57413F-HRTimeline
Aberdeen Wealth Management LLC8,381$922K0.64%+413F-HRTimeline
Advance Capital Management, Inc.8,365$920K0.04%+3613F-HRTimeline
Amplius Wealth Advisors, LLC8,329$916K0.1%+51313F-HRTimeline
Bayforest Capital Ltd8,327$916K0.4%+7,81913F-HR/ATimeline
SageView Advisory Group, LLC8,278$911K0.04%+3813F-HRTimeline
Abundance Wealth Counselors8,276$910K0.19%+2,37613F-HRTimeline
OPINICUS CAPITAL, INC.8,268$909K0.8%+35613F-HRTimeline
Ted Buchan & Co8,256$908K0.43%+54913F-HRTimeline
NTV Asset Management LLC8,251$908K0.12%+4,95713F-HRTimeline
1248 Management, LLC8,218$904K0.39%+6,40013F-HR/ATimeline
DIVERSIFIED TRUST CO8,204$902K0.02%-1,15713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,179$900K0.04%-14613F-HRTimelineGroup
Advanced Portfolio Management, LLC8,176$899K1.81%new13F-HRTimeline
Aurdan Capital Management, LLC8,171$899K0.34%-8,31613F-HRTimeline
Icon Wealth Advisors, LLC8,167$898K0.07%-5,16913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA9,251$897K0.04%+3,36413F-HRTimeline
Bard Financial Services, Inc.8,150$896K0.11%+4,72513F-HRTimeline
Delta Financial Group, Inc.7,670$888K0.2%-1,03913F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…8,072$888K0.45%+68513F-HRTimeline
Supplemental Annuity Collective Trust o…8,000$880K0.28%013F-HRTimeline
Friedenthal Financial7,986$878K0.52%new13F-HRTimeline
MSH Capital Advisors LLC7,973$877K0.27%-15213F-HRTimeline
Corundum Group, Inc.7,942$874K0.42%-32213F-HRTimeline
Total Wealth Planning & Management, Inc.7,927$872K0.89%+1,74713F-HRTimeline
Mork Capital Management, LLC7,900$869K0.68%013F-HRTimeline
SOA Wealth Advisors, LLC.7,897$869K0.18%+413F-HRTimeline
Purkiss Capital Advisors LLC7,858$864K0.65%013F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…7,855$864K0.01%-134,24613F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO7,811$859K0.02%+3513F-HRTimeline
TFG Advisers LLC7,799$858K0.31%-113F-HRTimeline
ROBERTS GLORE & CO INC /IL/7,792$857K0.26%+1,32913F-HRTimeline
Legacy Capital Wealth Partners, LLC7,776$855K0.21%+3,22913F-HRTimeline
WRIGHT INVESTORS SERVICE INC7,757$853K0.28%-2,81813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
King Wealth Management Group7,746$852K0.13%+5,68013F-HRTimeline
CITY HOLDING CO7,689$846K0.12%-47213F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC7,683$845K0.02%-93,94713F-HRTimeline
Heritage Wealth Management, Inc.7,638$840K0.29%-1,27813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,620$838K0.02%-4,64213F-HRTimeline
Eldridge Investment Advisors, Inc.7,572$833K0.19%-12413F-HRTimeline
TCV Trust & Wealth Management, Inc.7,544$830K0.08%+10313F-HRTimeline
Wolff Financial Management LLC7,538$829K0.23%+613F-HRTimeline
Taylor Financial Group, Inc.7,525$828K0.58%+2,43913F-HRTimeline
Roehl & Yi Investment Advisors, LLC7,500$825K0.45%+66813F-HRTimeline
Petrus Trust Company, LTA7,487$823K0.08%+2,17713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT7,480$823K0.06%-3,13713F-HRTimeline
Norway Savings Bank7,477$822K0.47%-21513F-HRTimeline
OLD NATIONAL BANCORP /IN/7,427$817K0.02%-4813F-HRTimeline
PROFUND ADVISORS LLC7,413$815K0.04%-34613F-HRTimeline
Strategic Advisors LLC7,377$811K0.16%-1,04713F-HRTimeline
Bigelow Investment Advisors, LLC7,374$811K0.39%-1313F-HRTimeline
Taylor Hoffman Capital Management LLC7,403$809K0.3%013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW7,345$808K0.15%-6213F-HRTimelineGroup
CRA Financial Services, LLC7,297$803K0.14%-28413F-HRTimeline
Emerald Advisors, LLC7,292$802K0.11%+1,06213F-HRTimeline
Galvin, Gaustad & Stein, LLC7,255$798K0.07%-58113F-HRTimeline
Eaton Financial Holdings Company, LLC7,253$798K0.33%013F-HRTimeline
Harrington Investments, INC7,242$797K0.45%+4913F-HRTimeline
TOBAM7,197$792K0.34%+6,14913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DARK FOREST CAPITAL MANAGEMENT LP7,189$791K0.04%+47513F-HRTimeline
Belpointe Asset Management LLC7,171$789K0.04%-2,03913F-HRTimeline
American Trust Investment Advisors, LLC7,160$788K0.33%+1,81013F-HRTimeline
NORDEN GROUP LLC7,154$787K0.09%+1,22713F-HRTimeline
O'Keefe Stevens Advisory, Inc.7,154$787K0.26%+1,68413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,149$786K0.03%+19313F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,144$786K0.06%-30613F-HRTimeline
Pinnacle West Asset Management, Inc.7,140$785K0.57%+9013F-HRTimeline
Silvant Capital Management LLC7,129$784K0.04%013F-HRTimeline
United Community Bankin group United Community Bank7,084$779K0.29%+15513F-HRTimelineGroup
Azimuth Capital Investment Management L…7,075$778K0.03%-18,11813F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…7,060$775K0.12%-2,72513F-HRTimeline
Alpha Omega Wealth Management LLC7,040$774K0.15%+17513F-HRTimeline
Noble Family Wealth, LLC7,030$773K0.21%013F-HRTimeline
Hartford Financial Management Inc.7,000$770K0.16%013F-HRTimeline
Belmont Capital, LLC7,000$770K0.14%013F-HRTimeline
Richard W. Paul & Associates, LLC6,985$768K0.3%-34713F-HRTimeline
Balboa Wealth Partners6,976$767K0.19%-16913F-HRTimeline
Howard Capital Management, LLC6,937$763K0.02%-24513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,922$761K0.02%-74613F-HRTimeline
Crescent Grove Advisors, LLC6,918$761K0.08%-56913F-HRTimeline
Aviance Capital Partners, LLC6,914$760K0.11%+40913F-HRTimeline
Eagle Bluffs Wealth Management LLC6,902$759K0.4%+58713F-HRTimeline
WEALTH ALLIANCE, LLC6,898$759K0.09%+9713F-HRTimeline
Fortis Advisors, LLC6,893$758K0.49%+1313F-HRTimeline
Numerai GP LLC6,884$757K0.14%-94913F-HRTimeline
Graham Capital Management, L.P.6,881$757K0.02%new13F-HRTimeline
Bluespring Wealth Management, LLC6,868$755K0.08%-8313F-HRTimeline
Cannell & Spears LLC6,859$754K0.02%+2813F-HRTimeline
R.H. Dinel Investment Counsel, Inc.6,850$753K0.51%013F-HRTimeline
Raab & Moskowitz Asset Management LLC6,805$748K0.19%+2,19713F-HRTimeline
Regal Investment Advisors LLC6,784$746K0.06%-4,78313F-HRTimeline
Raleigh Capital Management Inc.6,776$745K0.34%-38113F-HRTimeline
Future Financial Wealth Managment LLC6,775$745K0.55%+1,67513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC6,768$744K0.04%-90113F-HRTimeline
Formidable Asset Management, LLC6,763$744K0.12%+4013F-HRTimeline
Gleason Group, Inc.6,751$743K0.13%+9113F-HRTimeline
AIMZ Investment Advisors, LLC6,750$742K0.26%013F-HRTimeline
Diligent Investors, LLC6,739$741K0.18%+1713F-HRTimeline
Blueshift Asset Management, LLC6,735$741K0.29%-1,89913F-HRTimeline
CIDEL ASSET MANAGEMENT INC6,725$740K0.05%+60413F-HRTimeline
One Capital Management, LLC6,708$738K0.02%new13F-HRTimeline
CAPITAL ADVISORS INC/OK6,707$738K0.01%+9313F-HRTimeline