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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
Curbstone Financial Management Corp10,272$1.04M0.21%-6013F-HRTimeline
Bison Wealth, LLC10,232$1.04M0.08%+3,76013F-HRTimeline
Roundview Capital LLC10,240$1.03M0.07%-81813F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC10,193$1.03M0.54%-27213F-HRTimeline
CHICAGO TRUST Co NA10,172$1.03M0.14%+6,42413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,171$1.03M0.07%+8,08613F-HRTimeline
LS Investment Advisors, LLC10,140$1.02M0.15%+1,50013F-HRTimeline
Aull & Monroe Investment Management Corp10,130$1.02M0.55%-1,52513F-HRTimeline
Intellectus Partners, LLC10,044$1.01M0.22%+1,51613F-HRTimeline
PARK NATIONAL CORP /OH/10,025$1.01M0.03%-1,59013F-HRTimeline
Quinn Opportunity Partners LLC10,000$1.01M0.09%new13F-HRTimeline
ROBERTS GLORE & CO INC /IL/9,975$1.01M0.29%+2,18313F-HRTimeline
GC Wealth Management RIA, LLC9,937$1M0.08%+1,31413F-HRTimeline
Daner Wealth Management, LLC11,448$1M0.69%13F-HRTimeline
Copia Wealth Management9,846$994K0.84%013F-HRTimeline
Matrix Trust Co9,766$986K0.16%013F-HRTimeline
Savvy Advisors, Inc.9,763$986K0.07%+27913F-HRTimeline
Hedges Asset Management LLC9,700$979K0.79%-1,50013F-HRTimeline
MONEYWISE, INC.9,688$978K0.46%new13F-HRTimeline
GARLAND CAPITAL MANAGEMENT INC9,640$973K3.09%-20,62513F-HRTimeline
1248 Management, LLC9,634$972K0.36%+1,41613F-HRTimeline
Watts Gwilliam & Co., LLC11,421$971K0.16%-11913F-HRTimeline
Canandaigua National Trust Co of Florida9,562$965K0.69%+5,26313F-HRTimeline
iA Global Asset Management Inc.9,547$964K0.01%-2,65713F-HRTimeline
HEADINVEST, LLC9,516$961K0.2%-4,86413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,514$960K0.02%+76913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding9,502$959K-5,708Timeline
Voleon Capital Management LP9,495$958K0.05%-6,93213F-HRTimeline
Larson Financial Group LLC9,473$956K0.04%-27313F-HRTimeline
ForthRight Wealth Management, LLC9,442$953K0.3%013F-HRTimeline
ARK Investment Management LLCin group ARK Investment Management LLC9,428$952K0.01%+56513F-HRTimelineGroup
GREENLEAF TRUST9,427$952K0.01%-57413F-HRTimeline
AlphaQuest LLC9,421$951K0.09%+2,89113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding10,842$948K+3,977Timeline
O'Keefe Stevens Advisory, Inc.9,361$945K0.27%+2,20713F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd9,350$944K0.07%new13F-HRTimelineGroup
RENASANT BANK9,341$943K0.63%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,328$942K<0.01%-4,44613F-HRTimelineGroup
Bridgefront Capital, LLC9,292$938K0.25%-3,33313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC9,228$931K0.12%-1,44813F-HRTimeline
PORTLAND INVESTMENT COUNSEL INC.9,100$921K0.27%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA9,089$917K0.04%-16213F-HRTimeline
Comprehensive Financial Consultants Ins…9,066$915K0.3%013F-HRTimeline
OPINICUS CAPITAL, INC.9,008$909K0.69%+74013F-HRTimeline
Abundance Wealth Counselors8,977$906K0.17%+70113F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding8,962$905K-185Timeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.8,925$901K0.07%+28013F-HRTimeline
MITCHELL SINKLER & STARR/PA8,903$899K0.43%-13413F-HRTimeline
Richard W. Paul & Associates, LLC8,883$897K0.32%+1,89813F-HRTimeline
Hurley Capital, LLC8,876$896K0.63%-1,01613F-HRTimeline
SageView Advisory Group, LLC8,805$894K0.03%+52713F-HRTimeline
BOWEN HANES & CO INC8,791$887K0.02%-4,50013F-HRTimeline
COWA, LLC8,785$887K0.34%+6,73813F-HRTimeline
Modern Wealth Management, LLC8,776$886K0.02%-3,55013F-HR/ATimeline
CROWLEY WEALTH MANAGEMENT, INC.8,774$886K0.81%-3,48513F-HRTimeline
CENTAURUS FINANCIAL, INC.8,771$885K0.05%+2,18513F-HRTimeline
Procyon Advisors, LLC8,754$884K0.08%-48113F-HRTimeline
Kondo Wealth Advisors, Inc.8,415$879K0.39%-99413F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…10,063$877K0.32%-31413F-HRTimeline
Applied Capital LLC/FL8,644$873K0.65%-7013F-HRTimeline
Strategic Blueprint, LLC8,640$872K0.04%-1,40513F-HRTimeline
NTV Asset Management LLC8,604$868K0.1%+35313F-HRTimeline
Greenline Partners, LLC8,571$865K0.12%-1,69713F-HRTimeline
NORDEN GROUP LLC8,499$858K0.09%+1,34513F-HRTimeline
Alpha Cubed Investments, LLC8,487$857K0.03%-13013F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC8,467$855K0.21%013F-HRTimeline
LaFleur & Godfrey LLC8,457$854K0.11%-1,78513F-HRTimeline
Houlihan Financial Resource Group, Ltd.8,430$851K0.35%-70013F-HRTimeline
SVB WEALTH LLC8,398$848K0.05%new13F-HRTimeline
Howard Capital Management, LLC8,398$848K0.01%+1,46113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…8,392$847K<0.01%-4,02813F-HRTimeline
Aberdeen Wealth Management LLC8,386$846K0.56%+513F-HRTimeline
Fieldview Capital Management, LLC8,370$845K0.13%-24,74313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC8,332$841K0.04%-1,41513F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…8,285$836K0.07%new13F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…8,283$836K0.31%+2,85513F-HRTimeline
Amplius Wealth Advisors, LLC8,267$834K0.08%-6213F-HRTimeline
CORA CAPITAL ADVISORS LLC8,257$833K0.37%-1,71713F-HRTimeline
CENTRAL TRUST Co8,256$833K0.02%-92913F-HRTimeline
TFG Advisers LLC8,252$833K0.29%+45313F-HRTimeline
PROFUND ADVISORS LLC8,243$832K0.03%+83013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,234$831K0.01%-7,14513F-HRTimeline
CSS LLC/IL8,220$830K0.05%new13F-HRTimeline
JLB & ASSOCIATES INC8,195$827K0.12%-4,81613F-HRTimeline
Advanced Portfolio Management, LLC8,176$825K2.31%013F-HRTimeline
Aurdan Capital Management, LLC8,162$824K0.28%-913F-HRTimeline
Charter Capital Management, LLC\DE8,139$822K0.48%13F-HRTimeline
Institute for Wealth Management, LLC.8,136$821K0.09%-1,52313F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd8,126$820K0.04%new13F-HRTimelineGroup
Octavia Wealth Advisors, LLC8,117$819K0.09%-1,28013F-HRTimeline
MSH Capital Advisors LLC8,088$816K0.24%+11513F-HRTimeline
Supplemental Annuity Collective Trust o…8,000$808K0.23%013F-HRTimeline
PFC CAPITAL GROUP, INC.7,951$802K0.37%-1,05013F-HRTimeline
Emerald Advisors, LLC7,941$802K0.1%+64913F-HRTimeline
Mork Capital Management, LLC7,900$797K0.58%013F-HRTimeline
WRIGHT INVESTORS SERVICE INC7,861$793K0.24%+10413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Patriot Financial Group Insurance Agenc…7,858$793K0.09%+1,22313F-HRTimeline
Purkiss Capital Advisors LLC7,858$793K0.44%013F-HRTimeline
Access Investment Management LLC7,840$791K0.23%13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,837$791K0.03%+68813F-HRTimelineGroup
NewEdge Wealth, LLC9,125$789K0.01%-16,21413F-HRTimeline
SCS Capital Management LLC7,756$783K0.01%new13F-HRTimeline
King Wealth Management Group7,746$782K0.11%013F-HRTimeline
Icon Wealth Advisors, LLC7,719$779K0.06%-44813F-HRTimeline
Balboa Wealth Partners7,713$779K0.16%+73713F-HRTimeline
N.E.W. Advisory Services LLC7,702$777K0.08%+2,95813F-HRTimeline
Clark Capital Management Group, Inc.7,655$773K0.01%-90613F-HRTimeline
Belpointe Asset Management LLC7,654$773K0.03%+48313F-HRTimeline
Roehl & Yi Investment Advisors, LLC7,650$772K0.4%+15013F-HRTimeline
Town & Country Bank & Trust CO dba Firs…7,647$772K0.29%-1,03813F-HRTimeline
Wealth Management Partners, LLC7,652$772K0.27%+1,46813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…7,596$767K<0.01%-2,12813F-HRTimeline
Mechanics Bank Trust Department7,565$764K0.11%-5,19213F-HRTimeline
Advance Capital Management, Inc.7,562$763K0.03%-80313F-HRTimeline
Wolff Financial Management LLC7,554$763K0.2%+1613F-HRTimeline
Eldridge Investment Advisors, Inc.7,547$762K0.16%-2513F-HRTimeline
Strait & Sound Wealth Management LLC7,543$761K0.32%+1,66913F-HRTimeline
CIDEL ASSET MANAGEMENT INC7,538$761K0.05%+81313F-HRTimeline
Bard Financial Services, Inc.7,525$760K0.09%-62513F-HRTimeline
Rossmore Private Capital7,523$759K0.09%-4,66513F-HRTimeline
Chicago Partners Investment Group LLC7,311$757K0.02%+2,69513F-HRTimeline
NorthCrest Asset Manangement, LLC7,208$751K0.02%+1,27413F-HRTimeline
Court Place Advisors, LLC7,406$748K0.24%+1,32613F-HRTimeline
OV Management LLC7,401$747K0.63%-11,26113F-HRTimeline
Formidable Asset Management, LLC6,763$744K0.12%013F-HRTimeline
TCV Trust & Wealth Management, Inc.7,367$744K0.07%-17713F-HRTimeline
Bigelow Investment Advisors, LLC7,343$741K0.33%-3113F-HRTimeline
Taylor Hoffman Capital Management LLC7,328$740K0.25%-7513F-HRTimeline
B&D White Capital Company, LLC7,300$737K0.11%new13F-HRTimeline
Acorn Wealth Advisors, LLC7,297$737K0.27%new13F-HRTimeline
CRA Financial Services, LLC7,268$734K0.11%-2913F-HRTimeline
Eaton Financial Holdings Company, LLC7,252$732K0.23%-113F-HRTimeline
Eagle Bluffs Wealth Management LLC7,251$732K0.35%+34913F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC7,235$730K0.15%+1,10313F-HRTimeline
Noble Family Wealth, LLC7,230$730K0.18%+20013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,172$724K0.03%+2,60613F-HRTimeline
Harrington Investments, INC7,168$724K0.38%-7413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,168$724K0.06%-1,34113F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW7,145$721K0.12%-20013F-HRTimelineGroup
Manske Wealth Management7,140$721K0.24%+1,10313F-HRTimeline
Continuum Advisory, LLC7,102$717K0.09%+4,22713F-HRTimeline
Pinnacle West Asset Management, Inc.7,090$716K0.49%-5013F-HRTimeline
Aviance Capital Partners, LLC7,091$716K0.09%+17713F-HRTimeline
Galvin, Gaustad & Stein, LLC7,080$715K0.06%-17513F-HRTimeline
L. Roy Papp & Associates, LLP7,038$710K0.08%-3,80313F-HRTimeline
Regal Investment Advisors LLC7,015$708K0.05%+23113F-HRTimeline
Clear Harbor Asset Management, LLC7,014$708K0.05%+1,58313F-HRTimeline
Belmont Capital, LLC7,000$707K0.11%013F-HRTimeline
WEALTH ALLIANCE, LLC6,987$705K0.08%+8913F-HRTimeline
Raleigh Capital Management Inc.6,971$704K0.3%+19513F-HRTimeline
RiverFront Investment Group, LLC6,941$701K0.01%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.6,939$700K0.37%new13F-HRTimeline
LONDON CO OF VIRGINIA6,933$700K<0.01%-1,206,91513F-HRTimeline
Norway Savings Bank6,927$699K0.36%-55013F-HRTimeline
Crescent Grove Advisors, LLC6,918$698K0.07%013F-HRTimeline
Balefire, LLC6,912$698K0.15%+2,13213F-HRTimeline
Confluence Wealth Services, Inc.6,909$697K0.04%+72013F-HRTimeline
Fortis Advisors, LLC6,908$697K0.45%+1513F-HRTimeline
Bluespring Wealth Management, LLC6,871$694K0.07%+313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,864$693K0.02%+96713F-HRTimeline
Gleason Group, Inc.6,864$693K0.08%+11313F-HRTimeline
Alpha Omega Wealth Management LLC6,849$691K0.12%-19113F-HRTimeline
Prosperity Consulting Group, LLC6,845$691K0.05%new13F-HRTimeline
Destination Wealth Management6,816$688K0.02%new13F-HRTimeline
Versor Investments LP6,810$687K0.12%+3,68513F-HRTimeline
Legacy Capital Wealth Partners, LLC6,788$685K0.16%-98813F-HRTimeline
Future Financial Wealth Managment LLC6,775$684K0.47%013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…6,790$683K0.1%-27013F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,766$683K0.04%-14,75613F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,762$683K0.04%+85413F-HRTimeline
AIMZ Investment Advisors, LLC6,750$681K0.23%013F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC6,709$677K0.46%+37213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,705$677K0.03%+2,52113F-HRTimelineGroup
New Age Alpha Advisors, LLC6,702$676K0.03%new13F-HRTimeline
Brooklyn Investment Group6,695$676K0.09%+5,06913F-HR/ATimeline
Taylor Financial Group, Inc.6,635$670K0.42%-89013F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN6,600$666K0.19%-10013F-HRTimelineGroup
IFG Advisory, LLC6,588$665K0.03%+77813F-HRTimeline
Mountain Hill Investment Partners Corp.6,584$665K0.56%+2,96313F-HRTimeline
ROVIN CAPITAL /UT/ /ADV6,540$660K0.2%+55613F-HRTimeline
SYNTAX RESEARCH, INC.6,503$656K0.47%+68013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.6,490$655K0.17%+37513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,456$652K0.01%-17713F-HRTimeline
LECAP ASSET MANAGEMENT LTD6,450$651K0.23%-12,78613F-HRTimeline
RPS ADVISORY SOLUTIONS LLC6,403$646K0.35%+53613F-HRTimeline
Southeast Asset Advisors, LLC6,400$646K0.08%-30513F-HRTimeline
R.H. Dinel Investment Counsel, Inc.6,375$643K0.43%-47513F-HRTimeline
Alan B Lancz & Associates, Inc.6,370$643K0.64%013F-HRTimeline
DeDora Capital, Inc.6,343$640K0.17%-17613F-HRTimeline
Narwhal Capital Management6,341$640K0.05%+1,49313F-HRTimeline
Abel Hall, LLC6,336$640K0.3%new13F-HRTimeline
SOA Wealth Advisors, LLC.6,332$639K0.12%-1,56513F-HRTimeline
Cove Private Wealth, LLC6,313$637K0.22%+4,01313F-HRTimeline
Total Wealth Planning & Management, Inc.6,311$637K0.55%-1,61613F-HRTimeline
Essential Partners LLC6,308$637K0.25%13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV6,287$635K0.12%+1,49413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,277$634K0.05%+1,17913F-HRTimeline
United Community Bankin group United Community Bank6,269$633K0.22%-81513F-HRTimelineGroup
Point72 Asia (Singapore) Pte. Ltd.6,264$632K0.11%new13F-HRTimeline
PRIVATE TRUST CO NA6,258$632K0.06%+3113F-HRTimeline