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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
Allred Capital Management, LLC4,397$484K0.19%+513F-HRTimeline
Valmark Advisers, Inc.4,383$482K0.01%-19313F-HRTimeline
Salvus Wealth Management, LLC4,363$480K0.3%+37913F-HRTimeline
High Net Worth Advisory Group LLC4,363$480K0.14%-22013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…4,353$477K0.01%+1,08613F-HRTimelineGroup
EASTERLY INVESTMENT PARTNERS LLC4,316$475K0.04%-6,76013F-HRTimeline
OmniStar Financial Group, Inc.4,287$474K0.37%+24313F-HRTimeline
Collaborative Wealth Managment Inc.4,306$474K0.22%013F-HRTimeline
Wilson & Boucher Capital Management, LLC4,305$474K0.35%-35013F-HRTimeline
MEYER HANDELMAN CO4,300$473K0.02%013F-HRTimeline
Canandaigua National Trust Co of Florida4,299$473K0.42%new13F-HRTimeline
Waldron Private Wealth LLC4,285$471K0.02%-1,36413F-HRTimeline
ABLE Financial Group, LLC4,279$471K0.13%+59613F-HRTimeline
SC&H Financial Advisors, Inc.4,273$470K0.09%-1,00013F-HRTimeline
LifeGuide Financial Advisors, LLC4,271$470K0.19%-10013F-HRTimeline
Bollard Group LLC4,266$469K0.01%+5813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding4,581$468K-775Timeline
SYON CAPITAL LLC4,240$466K0.04%-1,07613F-HRTimeline
Ipsen Advisor Group LLC4,238$466K0.4%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC4,247$466K<0.01%-1,12813F-HRTimelineGroup
FLOSSBACH VON STORCH SE4,225$465K<0.01%new13F-HRTimeline
PATTEN & PATTEN INC/TN4,218$464K0.03%+83013F-HRTimeline
CENTRAL BANK & TRUST CO4,217$464K0.08%+22813F-HRTimeline
ZWJ INVESTMENT COUNSEL INC4,189$461K0.02%-68013F-HRTimeline
Revolve Wealth Partners, LLC4,187$461K0.07%-23513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,184$460K0.03%+29913F-HRTimelineGroup
Womack Financial LLC4,172$459K0.42%-6413F-HR/ATimeline
Capital Asset Advisory Services LLC4,161$458K0.02%-82813F-HRTimeline
NCM Capital Management, LLC4,166$458K0.21%-24413F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC4,156$457K0.23%+97413F-HRTimeline
Roble, Belko & Company, Inc4,146$456K0.07%+63213F-HRTimeline
Wealthspire Advisors, LLC4,129$454K<0.01%-28213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC4,124$454K0.18%+10113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,120$453K0.03%-18013F-HRTimeline
Greenwich Wealth Management LLC4,116$453K0.03%-52913F-HRTimeline
Faithward Advisors, LLC4,095$450K0.08%-9913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,094$450K0.03%+913F-HRTimeline
Lindbrook Capital, LLC4,068$447K0.04%+79913F-HRTimeline
Shakespeare Wealth Management, LLC4,062$447K0.12%-1913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC4,058$446K0.09%-1,13413F-HRTimeline
First Nebraska Trust Co4,044$445K0.04%+18013F-HRTimeline
Summit Asset Management, LLC4,027$443K0.08%-4513F-HRTimeline
Alliance Wealth Advisors, LLC /UT4,022$442K0.12%+1,02813F-HRTimeline
Pettee Investors, Inc.4,020$442K0.26%-25013F-HRTimeline
JFS WEALTH ADVISORS, LLC4,016$442K0.03%-41013F-HRTimeline
EASTERN BANK3,996$440K0.01%-1,38713F-HRTimeline
Tyche Wealth Partners LLC3,995$439K0.1%-3,25213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,015$439K0.03%+80613F-HRTimeline
Arjuna Capital3,980$438K0.12%-7013F-HRTimeline
Advisor Resource Council3,970$437K0.04%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,965$436K0.21%+6113F-HRTimeline
BARR E S & CO3,958$435K0.03%013F-HRTimeline
WealthShield Partners, LLC3,951$435K0.06%+1,27713F-HRTimeline
Krane Funds Advisors LLC3,949$434K0.01%+96213F-HRTimeline
Shum Financial Group, Inc.3,949$434K0.38%+15313F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.3,944$434K0.21%-31013F-HRTimeline
Chicago Partners Investment Group LLC4,616$434K0.01%+14413F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC3,943$434K0.16%+1,17513F-HRTimeline
White Knight Strategic Wealth Advisors,…3,942$434K0.4%-5,55213F-HRTimeline
Greenfield Savings Bank3,942$434K0.21%+7013F-HRTimeline
Seelaus Asset Management LLC3,903$429K0.41%+413F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,890$428K0.12%-94713F-HRTimeline
111 Capital3,869$426K0.08%-3,86513F-HRTimeline
FORA Capital, LLC3,866$425K0.04%-1,27213F-HRTimeline
Smith Salley Wealth Management3,860$425K0.03%-5013F-HRTimeline
LexAurum Advisors, LLC3,851$424K0.08%+1,10413F-HRTimeline
CONNING INC.in group CONNING INC.3,839$422K0.01%-1213F-HRTimelineGroup
WOLVERINE TRADING, LLC3,846$422K0.01%-19,79613F-HRTimeline
Gilliland Jeter Wealth Management LLC3,829$421K0.15%-35413F-HRTimeline
Foster Victor Wealth Advisors, LLC4,330$420K0.03%-3313F-HRTimeline
S.A. Mason LLC3,810$419K0.22%+1913F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…3,806$419K0.48%+1,90013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP3,800$418K0.01%new13F-HRTimelineGroup
Alta Advisers Ltdin group Alta Advisers Ltd3,794$417K0.18%+1,40013F-HRTimelineGroup
Farringdon Capital, Ltd.3,791$417K0.21%new13F-HRTimeline
Wealth Architects, LLC3,788$417K0.05%new13F-HR/ATimeline
Legacy Wealth Asset Management, LLC3,785$416K0.12%+20013F-HRTimeline
ROGCO, LP3,773$415K0.17%-27013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,765$414K0.02%-1,24513F-HRTimeline
DURANTE & WATERS, LLC3,758$413K0.35%+213F-HRTimeline
CHICAGO TRUST Co NA3,748$412K0.07%-35313F-HRTimeline
Centerline Wealth Advisors, LLC3,728$410K0.24%+113F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC3,717$409K0.03%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,701$407K0.03%-91213F-HRTimelineGroup
SMITH, MOORE & CO.3,670$404K0.04%-27813F-HRTimeline
Family Legacy, Inc.3,669$404K0.14%-2013F-HRTimeline
Stone Summit Wealth LLC3,664$403K0.14%-7,34813F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC3,660$403K0.27%+313F-HRTimeline
American Alpha Advisors, LLC3,645$401K0.36%new13F-HRTimeline
Spurstone Advisory Services, LLC3,642$401K7.79%+2,18913F-HRTimeline
Herold Advisors, Inc.3,622$398K0.09%+90813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION3,621$398K0.04%-1,04913F-HRTimeline
Mountain Hill Investment Partners Corp.3,621$398K0.39%+1,60013F-HRTimeline
Coordinated Financial Services, Inc./CO3,607$397K0.3%13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…3,602$395K0.01%-1,69213F-HRTimelineGroup
Finward Bancorp3,560$392K0.34%013F-HRTimeline
Pathway Financial Advisors LLC3,560$392K0.07%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC3,559$391K0.08%-89713F-HRTimeline
Journey Advisory Group, LLC3,557$391K0.03%+23113F-HRTimeline
Sound View Wealth Advisors Group, LLC3,516$387K0.03%-1,21913F-HRTimeline
Creegan & Nassoura Financial Group, LLC3,508$386K0.26%+313F-HRTimeline
First County Bank /CT/3,506$386K0.21%-39113F-HRTimeline
TBH Global Asset Management, LLC3,497$385K0.07%+1,25113F-HRTimeline
Freedom Investment Management, Inc.3,484$383K0.03%-3,08413F-HRTimeline
Kentucky Trust Co3,473$382K0.23%-3013F-HRTimeline
Wedmont Private Capital3,930$382K0.02%+79713F-HRTimeline
CWA Asset Management Group, LLC3,467$381K0.02%+19313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,448$379K0.04%+4813F-HRTimeline
FARMERS TRUST CO3,430$377K0.07%+60513F-HRTimeline
Keel Point, LLC3,428$377K0.03%+53013F-HRTimeline
Heritage Wealth Advisors3,414$375K0.02%-29313F-HRTimeline
LVW Advisors, LLC3,411$375K0.05%-15113F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…3,401$374K0.09%-4413F-HRTimeline
West Tower Group, LLC3,400$374K0.98%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC3,397$374K0.31%-23913F-HRTimeline
MeadowBrook Investment Advisors LLC3,394$373K0.35%+44813F-HRTimeline
Thrive Wealth Management, LLC3,386$372K0.07%+1,05613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,379$372K0.08%+43113F-HRTimeline
St. Johns Investment Management Company…3,368$370K0.18%-30613F-HRTimeline
LMG Wealth Partners, LLC3,344$368K0.08%+8213F-HRTimeline
Parkside Financial Bank & Trust3,340$367K0.05%+1,13713F-HRTimeline
Cascade Financial Partners, LLC3,326$366K0.05%+3513F-HRTimeline
SAX WEALTH ADVISORS, LLC3,322$365K0.03%-2,90713F-HRTimeline
CAXTON ASSOCIATES LLP3,297$363K0.01%13F-HRTimeline
Montis Financial, LLC3,295$362K0.11%013F-HRTimeline
First Long Island Investors, LLC3,293$362K0.03%-111,52613F-HRTimeline
Claris Financial LLC2,871$362K0.24%013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,278$361K0.17%+17313F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,700$360K<0.01%-90013F-HRTimeline
Sterling Investment Counsel, LLC3,258$358K0.12%+2013F-HRTimeline
MONECO ADVISORS, LLC3,251$358K0.04%new13F-HR/ATimeline
FRG Family Wealth Advisors LLC3,250$357K0.07%-14013F-HRTimeline
SevenBridge Financial Group, LLC3,532$357K0.07%-2,53013F-HRTimeline
Good Steward Wealth Advisors,LLC3,236$356K0.32%13F-HRTimeline
JBGlobal.com LLC3,216$354K0.37%new13F-HRTimeline
Simmons Bankin group Simmons Bank3,194$351K0.03%-38613F-HRTimelineGroup
Atlas Wealth LLC3,186$350K0.14%+43513F-HRTimeline
Fortis Capital Advisors, LLC3,185$350K0.07%+10413F-HRTimeline
L2 Asset Management, LLC3,164$348K0.07%+28913F-HRTimeline
CHASE INVESTMENT COUNSEL CORP3,165$348K0.13%-1613F-HRTimeline
Segment Wealth Management, LLC3,142$346K0.02%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,139$345K0.01%-24813F-HRTimelineGroup
WEATHERLY ASSET MANAGEMENT L. P.3,137$345K0.03%+2013F-HRTimeline
VISION FINANCIAL MARKETS LLC3,134$345K0.38%+2313F-HRTimeline
VISTA INVESTMENT PARTNERS LLC3,131$344K0.1%-14113F-HRTimeline
Versor Investments LP3,125$344K0.06%new13F-HRTimeline
Platform Technology Partners3,124$344K0.1%+55413F-HRTimeline
Onyx Bridge Wealth Group LLC3,124$344K0.05%-53213F-HRTimeline
LGT Group Foundationin group LGT Group Foundation3,121$343K<0.01%+87013F-HRTimelineGroup
First Affirmative Financial Network3,114$343K0.21%-23013F-HRTimeline
NWF Advisory Services Inc.3,112$342K0.05%-1,02513F-HRTimeline
TRUST POINT INC.3,108$342K0.03%-2,02413F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC3,100$341K0.27%13F-HRTimeline
Somerset Trust Co3,092$340K0.12%+1,02213F-HRTimeline
Range Financial Group LLC3,091$340K0.15%-1,34713F-HRTimeline
Weaver Consulting Group3,089$340K0.1%+3613F-HRTimeline
Pflug Koory, LLC3,072$338K0.19%013F-HRTimeline
Eaton-Cambridge Inc.3,072$338K0.15%-16613F-HRTimeline
MIdWestOne Financial Group, Inc.3,064$337K0.05%-11513F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.3,060$337K0.26%-1,00013F-HRTimeline
Dana Investment Advisors, Inc.3,054$336K0.01%+7513F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC3,050$335K0.35%+66613F-HRTimeline
Traynor Capital Management, Inc.3,047$335K0.03%+55113F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC3,040$334K0.06%+1413F-HRTimeline
Heartland Bank & Trust Co3,031$333K0.17%new13F-HRTimeline
Retirement Planning Co of New England, …3,023$333K0.17%+50413F-HR/ATimeline
Mason & Associates, LLC3,023$332K0.1%013F-HRTimeline
MJT & Associates Financial Advisory Gro…3,022$332K0.32%13F-HRTimeline
WORLD EQUITY GROUP, INC.2,810$331K0.09%-2,25213F-HRTimeline
WASHINGTON TRUST Co3,004$330K0.01%-3,17213F-HRTimeline
Liberty Capital Management, Inc.3,000$330K0.07%-3513F-HRTimeline
Gibbs Wealth Management2,997$330K0.08%+84913F-HRTimeline
Hardy Reed LLC2,993$329K0.03%+18213F-HRTimeline
E&G Advisors, LLC2,969$327K0.09%013F-HRTimeline
Capital Wealth Planning, LLC2,966$326K<0.01%-16213F-HRTimeline
HANCOCK WHITNEY CORP2,959$325K0.01%-11513F-HRTimeline
waypoint wealth counsel2,951$325K0.2%+60913F-HRTimeline
Successful Portfolios LLC2,932$322K0.22%+11313F-HRTimeline
Luken Investment Analytics, LLC2,919$321K0.15%013F-HRTimeline
SHELL ASSET MANAGEMENT CO2,919$321K0.02%013F-HRTimeline
CogentBlue Wealth Advisors, LLC2,909$320K0.28%+32613F-HRTimeline
Generation Capital Management LLC2,909$320K0.29%013F-HRTimeline
Rothschild Wealth LLC2,909$320K0.09%-1,08313F-HRTimeline
WealthTrak Capital Management LLC2,885$317K0.27%-313F-HRTimeline
FLC Capital Advisors2,882$317K0.07%+31013F-HRTimeline
Ellis Investment Partners, LLC2,877$316K0.07%-4013F-HRTimeline
Continuum Advisory, LLC2,875$316K0.04%-1813F-HRTimeline
Patrick Mauro Investment Advisor, INC.2,870$316K0.17%-2,21013F-HRTimeline
Accurate Wealth Management, LLC3,243$315K0.06%-74513F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,861$315K0.12%-7913F-HRTimeline
Capital Advantage, Inc.2,485$313K0.06%013F-HRTimeline
Choice Wealth Advisors LLC2,844$313K0.16%+2713F-HRTimeline
VELA Investment Management, LLC2,841$312K0.11%new13F-HRTimeline
Fiduciary Alliance LLC2,828$311K0.03%+24813F-HRTimeline
Granite Investment Partners, LLC2,822$310K0.02%-50013F-HRTimeline
MKT Advisors LLC3,243$310K0.15%+3213F-HRTimeline
IFG Advisors, LLC2,816$310K0.06%+713F-HRTimeline
VANCE WEALTH, LLC2,815$310K0.12%-17813F-HRTimeline
Burns Matteson Capital Management, LLC2,812$309K0.17%+21313F-HRTimeline
Financial Management Professionals, Inc.2,809$309K0.04%+9513F-HRTimeline