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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
1776 Wealth LLC2,803$308K0.14%013F-HRTimeline
COUNTRY TRUST BANK2,801$308K0.01%+17913F-HR/ATimeline
SUMMIT SECURITIES GROUP LLC2,800$308K0.21%new13F-HRTimeline
Aegis Wealth Management LLC2,786$306K0.18%-213F-HRTimeline
BIP Wealth, LLC2,784$306K0.02%-11613F-HRTimeline
Shepherd Financial Partners LLC2,779$306K0.04%-11413F-HRTimeline
Harbour Capital Advisors, LLC3,047$305K0.08%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC2,770$305K<0.01%-55713F-HRTimeline
Palumbo Wealth Management LLC2,759$303K0.1%-4713F-HRTimeline
Marble Harbor Investment Counsel, LLC2,755$303K0.03%-10013F-HRTimeline
EVOKE WEALTH, LLC2,753$303K0.01%+35413F-HRTimeline
Mechanics Financial Corp2,752$303K0.14%013F-HRTimeline
Heartwood Wealth Advisors LLC2,750$302K0.03%-14513F-HRTimeline
Clarius Group, LLC2,748$302K0.02%+16513F-HRTimeline
BIRCH FINANCIAL GROUP, LLC2,743$302K0.27%new13F-HRTimeline
Southland Equity Partners LLC2,735$301K0.07%+4713F-HRTimeline
Jacksonville Wealth Management, LLC2,734$301K0.3%-15813F-HRTimeline
2UniFi Bank2,526$301K0.19%+12513F-HRTimeline
Core Alternative Capital2,724$300K0.07%-8213F-HRTimeline
Cannon Financial Strategists, Inc.2,719$299K0.05%013F-HRTimeline
Quarry LP2,719$299K0.08%+2,20113F-HRTimeline
MBB PUBLIC MARKETS I LLC2,700$297K0.03%new13F-HR/ATimeline
Thomasville National Bank2,699$297K0.02%-7413F-HRTimeline
Kercheville Advisors, LLC2,687$296K0.12%+1,10013F-HRTimeline
CHB Investment Group, LLC2,680$295K0.16%013F-HRTimeline
RD Lewis Holdings, Inc.3,057$295K0.33%-25113F-HRTimeline
Oslo Pensjonsforsikring AS2,676$294K0.04%-35113F-HRTimeline
Breakwater Capital Group2,676$294K0.05%+29613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,667$293K0.11%+1113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,661$293K0.06%-46913F-HR/ATimeline
JBR Co Financial Management Inc2,658$292K0.17%new13F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,652$292K0.02%013F-HRTimeline
Suncoast Equity Management2,652$292K0.03%013F-HRTimeline
PCG ASSET MANAGEMENT, LLC2,652$292K0.27%-38013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,650$291K0.08%-88813F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y2,643$291K0.32%-11213F-HRTimelineGroup
Fortitude Family Office, LLC2,643$291K0.1%-45013F-HRTimeline
HCR Wealth Advisors2,627$289K0.04%-213F-HRTimeline
VIAWEALTH, LLC2,626$289K0.18%-55013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,624$289K0.03%+53613F-HRTimeline
Royal Capital Wealth Management, LLC2,620$288K0.2%+713F-HRTimeline
Kiker Wealth Management, LLC2,615$288K0.2%-21013F-HRTimeline
New Covenant Trust Company, N.A.2,611$286K0.3%-6113F-HRTimeline
PEAVINE CAPITAL, LLC2,600$286K0.07%013F-HRTimeline
Ellevest, Inc.2,589$285K0.02%new13F-HRTimeline
WRAPMANAGER INC2,583$284K0.07%-11413F-HRTimeline
NOVEM GROUP2,581$284K0.04%new13F-HRTimeline
HHM Wealth Advisors, LLC2,576$283K0.04%+213F-HRTimeline
Wynn Capital, LLC2,564$282K0.17%+24013F-HRTimeline
Lifeworks Advisors, LLC2,563$282K0.05%+1713F-HRTimeline
DAGCO, INC.2,559$281K0.09%-36113F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY2,550$280K0.06%013F-HRTimeline
Old Mission Investment Co LLC2,546$280K0.08%+1113F-HRTimeline
Sharp Wealth Advisory, LLC2,542$280K0.21%-47313F-HRTimeline
Sterling Capital Management LLC2,539$279K<0.01%-31313F-HRTimeline
Johnson & White Wealth Management, LLC2,524$278K0.16%+39913F-HRTimeline
Ranch Capital Advisors Inc.2,522$277K0.13%-12813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,518$277K0.03%+17813F-HRTimeline
TI-TRUST, INC2,515$277K0.18%013F-HRTimeline
First PREMIER Bank2,518$276K0.07%+46513F-HRTimeline
Austin Asset Management Co Inc2,505$276K0.06%013F-HRTimeline
EntryPoint Capital, LLC2,505$276K0.13%-3,79213F-HRTimeline
Corps Capital Advisors, LLC2,500$275K0.29%013F-HRTimeline
Curat Global, LLC2,500$275K0.34%13F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd2,495$274K0.14%-1,29913F-HRTimelineGroup
McGuire Investment Group, LLC2,494$274K0.04%-6013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,492$274K0.05%-27913F-HRTimeline
RIA Advisory Group LLC2,488$274K0.09%+3413F-HRTimeline
3Chopt Investment Partners, LLC2,483$273K0.07%new13F-HRTimeline
Phillips Wealth Planners LLC2,795$271K0.29%new13F-HRTimeline
Fortis Group Advisors, LLC2,461$271K0.05%013F-HRTimeline
Cornerstone Wealth Group, LLC2,460$271K0.02%-24913F-HRTimeline
LCNB CORP2,455$270K0.1%-6513F-HRTimeline
Lane & Associates LLC2,449$269K0.15%+15713F-HRTimeline
HBW ADVISORY SERVICES LLC2,448$269K0.04%+58413F-HRTimeline
Center for Financial Planning, Inc.2,446$269K0.03%-9113F-HRTimeline
Tandem Investment Advisors, Inc.2,442$269K0.01%+82913F-HRTimeline
SHUFRO ROSE & CO LLC2,435$268K0.02%-3013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT2,430$267K0.03%013F-HRTimeline
CoreFirst Bank & Trust2,428$267K0.17%-6413F-HRTimeline
Bill Few Associates, Inc.2,426$267K0.1%+28813F-HRTimeline
Ipswich Investment Management Co., Inc.2,425$267K0.07%013F-HRTimeline
CVA Family Office, LLC2,424$267K0.04%-17913F-HRTimeline
Plancorp, LLC2,418$266K0.01%+3113F-HRTimeline
Synergy Financial Group, LTD2,415$266K0.24%new13F-HRTimeline
MRA Advisory Group2,413$265K0.14%-97213F-HRTimeline
Financial Engines Advisors L.L.C.2,407$265K<0.01%-25813F-HRTimeline
Joule Financial, LLC2,409$265K0.09%-20813F-HRTimeline
Allegheny Financial Group2,391$263K0.07%-1813F-HRTimeline
Ransom Advisory, Ltd2,387$263K0.13%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,676$262K0.03%-85213F-HRTimeline
DELTA FINANCIAL ADVISORS LLC2,377$261K0.1%-17113F-HRTimeline
Graypoint LLC2,358$259K0.02%-1,01513F-HRTimeline
Douglas Lane & Associates, LLC2,353$259K<0.01%-34913F-HRTimeline
Atlas Brown,Inc.2,350$259K0.09%-1213F-HRTimeline
Premier Path Wealth Partners, LLC2,349$258K0.04%-30613F-HRTimeline
DAVIDSON TRUST CO2,342$258K0.12%+3713F-HRTimeline
ADIRONDACK TRUST CO2,328$256K0.1%-30513F-HRTimeline
SWEENEY & MICHEL, LLC2,778$255K0.11%13F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT2,300$255K0.21%-1,50013F-HRTimeline
PITTENGER & ANDERSON INC2,317$255K0.01%-1,00013F-HRTimeline
Sollinda Capital Management LLC2,315$255K0.07%-4013F-HRTimeline
180 WEALTH ADVISORS, LLC2,314$255K0.04%+3613F-HRTimeline
360 Financial, Inc.2,311$254K0.09%013F-HRTimeline
Finley Financial, LLC2,626$254K0.14%013F-HRTimeline
Copperwynd Financial, LLC2,305$254K0.07%+24513F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,303$253K0.14%-20013F-HRTimeline
BANTAMAC CAPITAL, LLC2,300$253K0.12%+29013F-HRTimeline
Cove Private Wealth, LLC2,300$253K0.13%new13F-HRTimeline
Optas, LLC2,297$253K0.04%+9913F-HRTimeline
Alliance Wealth Advisors, LLC2,295$252K0.15%-26413F-HRTimeline
EARNED WEALTH ADVISORS, LLC2,295$252K0.06%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,293$252K0.03%-60213F-HR/ATimeline
Hickory Point Bank & Trust2,286$251K0.22%-2413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,267$249K0.1%+20613F-HRTimeline
S&CO INC2,270$249K0.02%-1,00013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,263$249K0.02%013F-HRTimeline
OAKLAND FINANCIAL CORP2,250$247K3.66%013F-HRTimeline
Leo Wealth, LLC2,245$247K0.04%-2,75013F-HRTimeline
Grove Bank & Trust2,239$246K0.03%-9013F-HRTimeline
PSI Advisors, LLC2,227$245K0.08%+77113F-HRTimeline
CV Advisors LLC2,225$245K0.09%new13F-HRTimeline
Guardian Partners Inc.2,510$244K0.03%-17013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,213$243K0.04%+413F-HRTimeline
SYM FINANCIAL Corp2,200$242K0.03%new13F-HRTimeline
ZEGA Investments, LLC2,195$241K0.07%+5213F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,193$241K0.19%new13F-HRTimeline
Cape Investment Advisory, Inc.2,192$241K0.1%-69313F-HRTimeline
SBI Securities Co., Ltd.2,181$240K0.01%+77413F-HRTimeline
Chancellor Financial Group WB LP2,180$240K0.2%-20013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,174$239K0.12%-1213F-HRTimeline
New Hampshire Trust2,172$239K0.05%+44713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,161$238K0.1%+56013F-HRTimeline
Cornell Pochily Investment Advisors, In…2,149$236K0.08%+913F-HRTimeline
Meadow Creek Wealth Advisors LLC2,134$235K0.18%+20913F-HRTimeline
Busey Bank2,130$234K0.01%+9013F-HRTimeline
Haven Capital Group, Inc.2,127$234K0.26%013F-HRTimeline
EVEXIA WEALTH LLC2,341$233K0.08%-1013F-HRTimeline
SFMG, LLC2,118$233K0.02%-413F-HRTimeline
Pines Wealth Management, LLC2,527$232K0.11%-33413F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …2,099$231K0.03%013F-HRTimeline
Massachusetts Wealth Management2,095$230K0.16%-22513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.2,092$230K0.03%-27713F-HRTimeline
Sunpointe, LLC2,091$230K0.12%+4113F-HRTimeline
Acorns Advisers, LLC2,087$230K<0.01%+45813F-HRTimeline
Altus Wealth Group LLC2,091$230K0.11%+6913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,085$229K0.02%+22413F-HRTimeline
Tennessee Valley Asset Management Partn…2,079$229K0.04%-21513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,078$229K0.09%013F-HRTimeline
Westhampton Capital, LLC2,070$228K0.12%013F-HRTimeline
Glen Eagle Advisors, LLC2,069$228K0.04%-18913F-HRTimeline
Baltimore-Washington Financial Advisors…2,068$227K0.01%013F-HRTimeline
IMS Capital Management2,065$227K0.11%+11113F-HRTimeline
COWA, LLC2,047$225K0.1%new13F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC2,045$225K0.05%-2513F-HRTimeline
Detalus Advisors, LLC2,044$225K0.07%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,042$225K0.07%+16913F-HRTimeline
Exchange Bank2,039$224K0.18%+3013F-HRTimeline
Bank & Trust Co2,038$224K0.18%013F-HRTimeline
BLB&B Advisors, LLC2,035$224K0.01%+313F-HRTimeline
Relyea Zuckerberg Hanson LLC2,032$223K0.03%+1013F-HRTimeline
Atlas Legacy Advisors, LLC2,025$223K0.06%-6513F-HRTimeline
Ledyard National Bank2,020$222K0.02%-56113F-HRTimeline
Clifford Group, LLC2,018$222K0.21%new13F-HRTimeline
HOWE & RUSLING INC2,014$221K0.02%-53813F-HRTimeline
YARGER WEALTH STRATEGIES, LLC2,013$221K0.13%-86313F-HRTimeline
Accredited Wealth Management, LLC2,010$221K0.19%+24213F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC2,008$221K<0.01%-25113F-HRTimeline
US Asset Management LLC2,008$221K0.21%-1513F-HRTimeline
Sachetta, LLC2,009$221K0.09%-11813F-HRTimeline
GenTrust, LLC2,002$220K0.01%-7413F-HRTimeline
Silver Lake Advisory, LLC2,000$220K0.1%new13F-HRTimeline
Harbor Advisors LLC2,000$220K0.04%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,996$219K0.02%new13F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…1,995$219K0.04%013F-HRTimelineGroup
Certified Advisory Corp1,991$219K0.02%+1513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,985$218K0.01%-36013F-HRTimelineGroup
RIDGECREST WEALTH PARTNERS, LLC1,980$218K0.11%new13F-HRTimeline
Bond & Devick Financial Network, Inc.1,971$217K0.08%+39013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC1,969$217K0.2%-6513F-HRTimeline
Diversified Enterprises, LLC1,968$216K0.02%new13F-HRTimeline
Williams Jones Wealth Management, LLC.1,960$216K<0.01%-11413F-HRTimeline
Severin Investments, LLC1,958$215K0.22%+13913F-HRTimeline
Aaron Wealth Advisors LLC1,957$215K0.02%-58113F-HRTimeline
Aries Wealth Management1,956$215K0.06%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,953$215K0.01%-55213F-HRTimelineGroup
Texas Capital Bancshares Inc/TX1,949$214K0.09%-713F-HRTimeline
Kathmere Capital Management, LLC1,948$214K0.02%+17813F-HRTimeline
PFS Partners, LLC1,947$214K0.11%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,236$214K0.15%-82213F-HRTimeline
Marshall Financial Group, LLC1,943$214K0.05%-113F-HRTimeline
CYBER HORNET ETFs LLC1,938$213K0.22%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC1,937$213K0.11%-1813F-HRTimeline
MBM WEALTH CONSULTANTS, LLC1,935$213K0.06%new13F-HRTimeline
MBL Wealth, LLC1,933$213K0.02%new13F-HRTimeline
Williamson Legacy Group, LLC1,932$213K0.2%-1613F-HRTimeline
NovaPoint Capital, LLC1,924$212K0.07%+5013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,924$212K0.01%-1,11713F-HR/ATimeline
Trust Co1,920$211K0.03%+22013F-HRTimeline
Avestar Capital, LLC1,917$211K0.02%-83613F-HRTimeline