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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
Southeast Asset Advisors, LLC6,705$737K0.09%+2,00013F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN6,700$737K0.22%-70013F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC6,696$736K0.09%-14,30413F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.6,660$733K0.11%+4,34513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC6,653$732K0.19%+4,24313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,645$731K0.16%+24813F-HRTimeline
Patriot Financial Group Insurance Agenc…6,635$730K0.1%+1,05113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,633$730K0.02%-28413F-HRTimeline
BRANDES INVESTMENT PARTNERS, LPin group BRANDES INVESTMENT PARTNERS, …6,626$729K0.01%-7913F-HRTimelineGroup
LM Advisors LLC6,596$725K0.13%+1613F-HRTimeline
CENTAURUS FINANCIAL, INC.6,586$724K0.04%+1,30513F-HRTimeline
Principle Wealth Partners LLC6,580$724K0.05%-1513F-HRTimeline
INTRUST BANK NA6,567$722K0.07%+55513F-HRTimeline
GAMMA Investing LLC6,542$720K0.05%+4813F-HR/ATimeline
AlphaQuest LLC6,530$718K0.08%+4,22213F-HRTimeline
DeDora Capital, Inc.6,519$717K0.21%+21713F-HRTimeline
Callan Family Office, LLC6,436$708K0.05%-1,92713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…6,410$705K0.07%-1,59213F-HRTimeline
TWIN CAPITAL MANAGEMENT INC6,403$704K0.08%-11,47313F-HRTimeline
Alan B Lancz & Associates, Inc.6,370$701K0.75%013F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC6,337$697K0.5%+2,63713F-HRTimeline
Private Wealth Asset Management, LLC6,326$696K0.1%13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/6,266$689K0.04%+4,23113F-HRTimeline
First Bank & Trust6,263$689K0.13%-48813F-HRTimeline
EQUITABLE TRUST CO6,262$689K0.04%+1,33013F-HRTimeline
Maridea Wealth Management LLC6,248$687K0.22%new13F-HRTimeline
PRIVATE TRUST CO NA6,227$685K0.07%+1,03313F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH6,215$682K0.01%-1,45513F-HRTimelineGroup
Wealth Management Partners, LLC6,184$680K0.32%+16613F-HRTimeline
Mendel Money Management6,178$680K0.32%+22813F-HRTimeline
Balentine LLC6,164$678K0.03%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd6,161$678K0.01%-13,64213F-HRTimelineGroup
Ausdal Financial Partners, Inc.6,149$676K0.05%+1,04313F-HRTimeline
Main Street Financial Solutions, LLC6,138$675K0.06%+1,54213F-HRTimeline
Smartleaf Asset Management LLC6,154$675K0.07%+13913F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC6,132$674K0.14%+92713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.6,115$673K0.19%+1,28013F-HRTimeline
GSA CAPITAL PARTNERS LLP6,111$672K0.06%+3,03513F-HRTimeline
Marks Wealth, LLC6,083$669K0.25%new13F-HRTimeline
Court Place Advisors, LLC6,080$669K0.22%-42713F-HRTimeline
HM PAYSON & CO6,048$665K0.01%+2,49013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC6,044$665K0.02%new13F-HRTimeline
Weaver Capital Management LLC6,040$664K0.18%-3113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding6,865$664K-5,773Timeline
Manske Wealth Management6,037$664K0.25%+64913F-HRTimeline
Hodges Capital Management Inc.6,012$661K0.07%+82413F-HR/ATimeline
Tradewinds Capital Management, LLC6,000$660K0.18%-4413F-HRTimeline
Coastal Bridge Advisors, LLC5,997$660K0.06%new13F-HR/ATimeline
ROVIN CAPITAL /UT/ /ADV5,984$658K0.21%+1,22713F-HRTimeline
Richwood Investment Advisors, LLC5,974$657K0.56%-25813F-HRTimeline
NorthCrest Asset Manangement, LLC5,934$653K0.02%+1,87113F-HRTimeline
Symphony Financial, Ltd. Co.6,694$652K0.39%+38613F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP5,925$652K0.02%+4513F-HRTimeline
ROTHSCHILD INVESTMENT LLC5,908$650K0.04%-23313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,897$649K0.02%+2,10513F-HRTimeline
Strait & Sound Wealth Management LLC5,874$646K0.3%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC5,867$645K0.46%+28413F-HRTimeline
CenterStar Asset Management, LLC5,855$644K0.92%new13F-HRTimeline
Joel Isaacson & Co., LLC5,854$644K0.03%+27613F-HRTimeline
Harbour Trust & Investment Management Co5,843$643K0.08%-1,25913F-HRTimeline
Founders Financial Alliance, LLC5,826$641K0.16%+69713F-HRTimeline
SYNTAX RESEARCH, INC.5,823$641K0.44%+96513F-HRTimeline
AMG National Trust Bank5,822$640K0.02%-2,06913F-HRTimeline
IFG Advisory, LLC5,810$639K0.04%+11613F-HRTimeline
Mystic Asset Management, Inc.5,757$633K0.17%+1,32713F-HRTimeline
Sonora Investment Management Group, LLC5,752$633K0.05%+1,78113F-HRTimeline
Mayflower Financial Advisors, LLC5,748$632K0.1%+36513F-HRTimeline
Sandy Spring Bank5,736$631K0.03%-4,77413F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC5,734$631K0.63%+71413F-HRTimeline
SeaCrest Wealth Management, LLC5,718$629K0.07%+32513F-HRTimeline
BROWN CAPITAL MANAGEMENT LLC5,701$627K0.02%-1,40013F-HRTimeline
Pinnacle Wealth Management Group, Inc.5,700$627K0.44%-3,44813F-HRTimeline
ABSHER WEALTH MANAGEMENT, LLC5,696$627K0.08%+50013F-HRTimeline
GUIDANCE CAPITAL, INC6,481$625K0.19%-1,00313F-HRTimeline
Robertson Stephens Wealth Management, L…5,671$624K0.02%+26213F-HRTimeline
Gallacher Capital Management LLC5,641$620K0.3%new13F-HRTimeline
Darwin Wealth Management, LLC4,908$619K0.21%013F-HRTimeline
Blue Chip Partners, LLC5,620$618K0.05%-98213F-HRTimeline
Bison Wealth, LLC6,472$617K0.06%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC5,589$615K0.12%-39313F-HRTimeline
1ST SOURCE BANK5,548$610K0.04%+11713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding5,548$609K+2,754Timeline
HUB Investment Partners, LLC5,504$605K0.02%+17513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,482$603K0.01%+1,24013F-HRTimelineGroup
Confluence Wealth Services, Inc.6,189$602K0.04%-39113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,431$597K0.01%-1,44513F-HRTimelineGroup
Clear Harbor Asset Management, LLC5,431$597K0.05%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,428$597K0.28%-49313F-HRTimeline
DENALI ADVISORS LLC5,400$594K0.07%new13F-HRTimeline
Forge Financial Services LLC5,400$594K0.52%013F-HRTimeline
Lincoln Capital LLC6,113$592K0.12%-33713F-HRTimeline
Choate Investment Advisors5,378$592K0.01%+20213F-HRTimeline
Caisse de depot et placement du Quebec5,363$590K<0.01%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,362$588K0.04%+2,79113F-HRTimelineGroup
Bangor Savings Bank5,312$584K0.06%-31513F-HRTimeline
Acropolis Investment Management, LLC5,305$583K0.03%-40413F-HRTimeline
Sylvest Advisors, LLC5,290$582K0.36%+1,56313F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO5,283$581K0.04%-6213F-HRTimeline
Checchi Capital Advisers, LLC5,273$580K0.04%-18213F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC5,256$578K0.49%-7,88413F-HRTimeline
Westover Capital Advisors, LLC5,255$578K0.13%-16113F-HRTimeline
Capital International Investorsgroup of 3 filers holding5,252$578K-1,216,666Timeline
PARSONS CAPITAL MANAGEMENT INC/RI5,241$576K0.03%-46113F-HRTimeline
Grey Ledge Advisors, LLC5,238$576K0.15%-4,91413F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…5,235$576K0.03%013F-HRTimeline
SIG BROKERAGE, LP5,233$576K0.17%new13F-HRTimeline
Gladstone Institutional Advisory LLC5,227$575K0.03%-8713F-HRTimeline
Byrne Asset Management LLC5,210$573K0.42%+35913F-HRTimeline
HAMEL ASSOCIATES, INC.5,210$573K0.19%-6,21013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…5,204$572K0.06%013F-HRTimeline
Virtue Capital Management, LLC5,186$572K0.07%+27513F-HRTimeline
SUMITOMO LIFE INSURANCE CO5,178$570K0.02%-6,67913F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC5,176$569K0.04%+1613F-HRTimeline
VAUGHAN & Co SECURITIES, INC.5,161$568K0.35%new13F-HRTimeline
Moloney Securities Asset Management, LLC5,145$566K0.08%-1,11913F-HRTimeline
AR ASSET MANAGEMENT INC5,100$561K0.13%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,098$559K0.05%+1,52913F-HR/ATimeline
Schechter Investment Advisors, LLC5,067$557K0.05%-52613F-HRTimeline
Minot DeBlois Advisors LLC5,065$557K0.56%-4913F-HRTimeline
San Luis Wealth Advisors LLC5,444$557K0.13%-86813F-HR/ATimeline
OXFORD ASSET MANAGEMENT LLP5,059$556K0.26%+2,02613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Capital Group California, Inc.5,057$556K0.19%-4713F-HRTimeline
Discipline Wealth Solutions, LLC5,053$556K0.27%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC5,047$555K0.02%-1,00613F-HRTimeline
Wealth Advisory Solutions, LLC5,040$554K0.15%+1613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,037$554K0.09%+85313F-HRTimeline
Chicago Capital, LLC5,026$553K0.02%+33513F-HRTimeline
PANAGORA ASSET MANAGEMENT INC5,021$552K<0.01%013F-HRTimeline
Cetera Trust Company, N.A5,014$551K0.35%-6513F-HRTimeline
Stonebridge Financial Group, LLC5,001$550K0.06%-18513F-HRTimeline
Autumn Glory Partners, LLC5,000$550K0.27%new13F-HRTimeline
Hapanowicz & Associates Financial Servi…4,964$546K0.3%013F-HRTimeline
Plato Investment Management Ltd4,889$544K0.05%+2,12113F-HRTimeline
Keudell/Morrison Wealth Management4,942$544K0.13%+68013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC4,933$543K0.41%+113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,915$541K0.03%-33613F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC4,911$540K0.09%-6413F-HRTimeline
Kovack Advisors, Inc.4,890$538K0.06%-10713F-HRTimeline
Coign Capital Advisors LLC4,868$535K0.41%+24813F-HRTimeline
Narwhal Capital Management4,848$533K0.05%new13F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP4,862$533K0.07%-42,21713F-HRTimeline
Elevated Capital Advisors, LLC4,843$533K0.15%-1213F-HRTimeline
First Horizon Advisors, Inc.4,841$533K0.02%-9713F-HRTimeline
McAdam, LLC4,842$533K0.03%-29013F-HRTimeline
SHERBROOKE PARK ADVISERS LLC4,841$532K0.25%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,832$531K0.04%+64813F-HRTimeline
INGALLS & SNYDER LLC4,821$530K0.02%-5013F-HRTimeline
VeraBank, N.A.4,814$529K0.15%-9913F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…4,800$528K0.22%-6,92313F-HRTimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV4,793$527K0.11%+213F-HRTimeline
Balefire, LLC4,780$526K0.18%+73713F-HRTimeline
Kenora Financial, LLC4,771$525K0.22%-2,43713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC4,759$523K0.18%-2,49313F-HRTimeline
N.E.W. Advisory Services LLC4,744$522K0.04%+40513F-HRTimeline
UNITED BANK4,732$520K0.07%-78,64613F-HRTimeline
Parvin Asset Management, LLC4,726$520K0.58%+70613F-HRTimeline
Silver Coast Investments LLC4,722$519K0.2%+29513F-HRTimeline
Brady Martz Wealth Solutions, LLC4,718$519K0.12%-10713F-HRTimeline
Quadcap Wealth Management, LLC4,710$518K0.08%+3013F-HRTimeline
Versant Capital Management, Inc4,693$516K0.09%+1,11013F-HRTimeline
Brown Miller Wealth Management, LLC4,687$516K0.18%-6,40113F-HRTimeline
Focus Financial Network, Inc.4,673$514K0.02%-5813F-HRTimeline
MQS Management LLC4,656$512K0.29%new13F-HRTimeline
Northstar Group, Inc.4,654$512K0.08%-16313F-HRTimeline
Annex Advisory Services, LLC4,651$512K0.01%+6613F-HRTimeline
Solitude Financial Services4,650$511K0.2%-15013F-HRTimeline
Blackston Financial Advisory Group, LLC4,635$510K0.35%-24913F-HR/ATimeline
Deseret Mutual Benefit Administrators4,634$510K0.25%+26213F-HRTimeline
Archer Investment Corp4,624$509K0.13%+1,16313F-HRTimeline
SITTNER & NELSON, LLC4,620$508K0.22%+48813F-HRTimeline
City State Bank4,612$507K0.17%-3613F-HRTimeline
J HAGAN CAPITAL, INC.4,010$506K0.41%13F-HRTimeline
Cohen Capital Management, Inc.4,585$504K0.09%013F-HRTimeline
Tradewinds, LLC.4,584$504K0.14%+1113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,566$502K0.03%+1,73013F-HRTimeline
apricus wealth, LLC4,554$501K0.3%-5713F-HRTimeline
HUTNER CAPITAL MANAGEMENT INC4,552$501K0.21%-69913F-HRTimeline
Archford Capital Strategies, LLC4,547$500K0.07%-65713F-HRTimeline
Community Bank & Trust, Waco, Texas4,538$499K0.12%-8613F-HRTimeline
Wealth Alliance Advisory Group, LLC4,533$499K0.1%+32813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,531$498K0.01%+2,20913F-HRTimeline
SIMON QUICK ADVISORS, LLC4,516$497K0.03%+45013F-HRTimeline
Encompass More Asset Management4,514$496K0.15%+2,44213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,511$496K0.02%-65313F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…4,501$495K0.05%-2213F-HRTimelineGroup
Buttonwood Financial Advisors Inc.4,499$495K0.22%-19413F-HRTimeline
CFS Investment Advisory Services, LLC4,494$494K0.04%-6113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.4,471$492K<0.01%-18113F-HRTimelineGroup
WestHill Financial Advisors, Inc.4,457$490K0.11%+213F-HRTimeline
Global Assets Advisory, LLC4,884$490K0.09%+1,85513F-HRTimeline
RDA Financial Network4,452$490K0.15%+35513F-HRTimeline
Perbak Capital Partners LLP4,450$489K0.36%new13F-HRTimeline
Winthrop Advisory Group LLC4,448$489K0.06%-22813F-HRTimeline
Accuvest Global Advisors4,442$489K0.42%new13F-HRTimeline
WIMMER ASSOCIATES 1, LLC4,881$487K0.26%-2,66513F-HRTimeline
Net Worth Advisory Group4,425$487K0.15%-1813F-HRTimeline
Powers Advisory Group, LLC4,423$487K0.23%+29213F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC4,415$486K0.16%+20813F-HRTimeline
Wallace Advisory Group, LLC3,844$485K0.34%-20713F-HRTimeline
Claro Advisors Inc.4,400$484K0.06%+74413F-HRTimeline