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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
HHM Wealth Advisors, LLC2,631$266K0.03%+5513F-HRTimeline
Ranch Capital Advisors Inc.2,629$265K0.12%+10713F-HRTimeline
Finley Financial, LLC2,626$265K0.13%013F-HRTimeline
HCR Wealth Advisors2,622$265K0.03%-513F-HRTimeline
BARLOW WEALTH PARTNERS, LLC2,505$264K0.03%new13F-HRTimeline
New Covenant Trust Company, N.A.2,611$264K0.24%013F-HRTimeline
SAX WEALTH ADVISORS, LLC2,607$263K0.02%-71513F-HRTimeline
Accuvest Global Advisors2,604$263K0.17%-1,83813F-HRTimeline
Platform Technology Partners2,603$263K0.07%-52113F-HRTimeline
180 WEALTH ADVISORS, LLC2,582$261K0.04%+26813F-HRTimeline
CHASE INVESTMENT COUNSEL CORP2,584$260K0.08%-58113F-HRTimeline
CVA Family Office, LLC2,570$259K0.04%+14613F-HRTimeline
Cornerstone Wealth Group, LLC2,557$258K0.02%+9713F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY2,550$257K0.05%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,546$257K0.09%+38513F-HRTimeline
Joule Financial, LLC2,533$256K0.08%+12413F-HRTimeline
Diametric Capital, LP2,529$255K0.14%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC2,528$255K0.07%+59313F-HRTimeline
HBW ADVISORY SERVICES LLC2,526$255K0.03%+7813F-HRTimeline
CWA Asset Management Group, LLC2,524$255K0.01%-94313F-HRTimeline
TI-TRUST, INC2,515$254K0.17%013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding3,004$254K-1,577Timeline
Asset Dedication, LLC2,514$254K0.02%+1,67413F-HRTimeline
SBI Securities Co., Ltd.2,514$254K0.01%+33313F-HRTimeline
Copperwynd Financial, LLC2,512$254K0.06%+20713F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,303$253K0.14%013F-HRTimeline
Austin Asset Management Co Inc2,505$253K0.05%013F-HRTimeline
Cannon Financial Strategists, Inc.2,498$252K0.04%-22113F-HRTimeline
Royal Capital Wealth Management, LLC2,498$252K0.17%-12213F-HRTimeline
Synergy Financial Group, LTD2,497$252K0.19%+8213F-HRTimeline
MASTERINVEST Kapitalanlage GmbH2,483$251K0.03%13F-HR/ATimeline
LOM Asset Management Ltd2,477$250K0.08%13F-HR/ATimeline
U S GLOBAL INVESTORS INC2,475$250K0.03%+77413F-HRTimeline
SWEENEY & MICHEL, LLC2,461$249K0.09%-31713F-HRTimeline
Founders Financial Alliance, LLC2,467$249K0.06%-3,35913F-HRTimeline
Diversified Enterprises, LLC2,467$249K0.02%+49913F-HRTimeline
LCNB CORP2,455$248K0.09%013F-HRTimeline
Atom Investors LP2,451$247K0.02%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT2,450$247K0.03%+2013F-HRTimeline
PATTEN & PATTEN INC/TN2,450$247K0.02%-1,76813F-HRTimeline
Center for Financial Planning, Inc.2,446$247K0.03%013F-HRTimeline
Guardian Partners Inc.2,410$246K0.02%-10013F-HRTimeline
Yeomans Consulting Group, Inc.2,353$246K0.1%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,345$245K0.16%new13F-HRTimeline
Ipswich Investment Management Co., Inc.2,425$245K0.06%013F-HRTimeline
Code Waechter LLC2,412$243K0.17%new13F-HRTimeline
NOVEM GROUP2,410$243K0.03%-17113F-HRTimeline
Pacific Sage Partners, LLC2,397$242K0.05%+52413F-HRTimeline
Allegheny Financial Group2,396$242K0.05%+513F-HRTimeline
Curi Capital, LLC2,392$241K<0.01%new13F-HRTimeline
Lewis Asset Management, LLC2,385$241K0.11%new13F-HRTimeline
Alliance Wealth Advisors, LLC2,382$240K0.13%+8713F-HRTimeline
SC&H Financial Advisors, Inc.2,373$240K0.04%-1,90013F-HRTimeline
CALTON & ASSOCIATES, INC.2,364$239K0.04%+50113F-HRTimeline
PKS Advisory Services, LLC2,006$238K0.06%new13F-HRTimeline
Optas, LLC2,357$238K0.05%+6013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,356$238K0.01%-78313F-HRTimelineGroup
Cromwell Holdings LLC2,340$236K0.14%+1,68613F-HRTimeline
Johnson & White Wealth Management, LLC2,340$236K0.12%-18413F-HRTimeline
Plancorp, LLC2,334$236K0.01%-8413F-HRTimeline
DELTA FINANCIAL ADVISORS LLC2,329$235K0.08%-4813F-HRTimeline
PITTENGER & ANDERSON INC2,317$234K0.01%013F-HRTimeline
360 Financial, Inc.2,311$233K0.07%013F-HRTimeline
PCG ASSET MANAGEMENT, LLC2,302$232K0.2%-35013F-HRTimeline
EVEXIA WEALTH LLC2,341$232K0.07%013F-HRTimeline
BANTAMAC CAPITAL, LLC2,300$232K0.08%013F-HRTimeline
Hickory Point Bank & Trust2,286$231K0.19%013F-HRTimeline
Chancellor Financial Group WB LP2,280$230K0.18%+10013F-HRTimeline
Meriwether Wealth & Planning, LLC2,278$230K0.14%+44813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,277$230K0.03%-21513F-HRTimeline
Sollinda Capital Management LLC2,275$230K0.06%-4013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,273$229K0.01%-5,34713F-HRTimeline
Clifford Group, LLC2,272$229K0.19%+25413F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC2,270$229K<0.01%-50013F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…2,265$229K0.12%new13F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC2,261$228K0.02%new13F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC2,257$228K0.12%+27713F-HRTimeline
626 Financial, LLC2,256$228K0.11%new13F-HR/ATimeline
LYELL WEALTH MANAGEMENT, LP2,253$227K0.02%-1013F-HRTimeline
OAKLAND FINANCIAL CORP2,250$227K4.27%013F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,249$227K0.05%new13F-HRTimeline
Bey-Douglas LLC2,239$226K0.14%new13F-HRTimeline
Ransom Advisory, Ltd2,237$226K0.11%-15013F-HRTimeline
First County Bank /CT/2,235$226K0.12%-1,27113F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y2,231$225K0.22%-41213F-HRTimelineGroup
Bill Few Associates, Inc.2,227$225K0.06%-19913F-HRTimeline
Beverly Hills Private Wealth, LLC2,227$225K0.04%-9,34913F-HRTimeline
CV Advisors LLC2,225$225K0.07%013F-HRTimeline
Heritage Wealth Advisors2,219$224K0.01%-1,19513F-HRTimeline
Financial Advisors Network, Inc.2,216$224K0.03%new13F-HRTimeline
Arista Wealth Management, LLC2,199$222K0.03%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,197$222K0.15%+413F-HRTimeline
Great Diamond Partners, LLC2,185$221K0.05%new13F-HRTimeline
Douglas Lane & Associates, LLC2,183$220K<0.01%-17013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,179$220K0.1%+513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,175$220K0.01%-4,09113F-HRTimeline
JBR Co Financial Management Inc2,175$220K0.11%-48313F-HRTimeline
MBB PUBLIC MARKETS I LLC2,175$220K0.03%-52513F-HRTimeline
Capital Advantage, Inc.2,174$219K0.03%-31113F-HRTimeline
MUFG Securities EMEA plc2,168$219K0.01%new13F-HR/ATimeline
Altus Wealth Group LLC2,166$219K0.1%+7513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,526$218K0.02%-15013F-HRTimeline
MONECO ADVISORS, LLC2,153$217K0.02%-1,09813F-HRTimeline
Investment Planning Advisors, Inc.2,150$217K0.08%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,147$217K-3,401Timeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,135$216K0.17%+16613F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…2,131$215K0.03%-34,22213F-HRTimelineGroup
Haven Capital Group, Inc.2,127$215K0.19%013F-HRTimeline
First Heartland Consultants, Inc.2,124$214K0.02%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC2,121$214K0.04%new13F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC2,116$214K0.03%-4,58013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …2,115$213K0.03%+1613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,473$213K0.1%new13F-HRTimeline
SIG BROKERAGE, LP2,111$213K0.06%-3,12213F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC2,105$212K0.04%new13F-HRTimeline
Meadow Creek Wealth Advisors LLC2,105$212K0.14%-2913F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,101$212K0.04%-1,27813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,100$212K0.01%+10413F-HRTimeline
Cornell Pochily Investment Advisors, In…2,094$211K0.07%-5513F-HRTimeline
Maridea Wealth Management LLC2,092$211K0.05%-4,15613F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC2,066$209K0.11%new13F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC2,065$208K0.05%+2013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,064$208K0.01%new13F-HRTimelineGroup
DAVIDSON TRUST CO2,063$208K0.1%-27913F-HRTimeline
Rockport Wealth LLC2,062$208K0.05%new13F-HRTimeline
Certified Advisory Corp2,061$208K0.02%+7013F-HRTimeline
Bedell Frazier Investment Counselling, …2,060$208K0.05%new13F-HRTimeline
Crestmont Private Wealth LLC2,051$207K0.07%+17913F-HRTimeline
Glen Eagle Advisors, LLC2,047$207K0.03%-2213F-HRTimeline
Teza Capital Management LLC2,046$207K0.15%new13F-HRTimeline
Detalus Advisors, LLC2,044$206K0.06%013F-HRTimeline
Kesler, Norman & Wride, LLC2,040$206K0.04%-27,71713F-HRTimeline
Sharp Wealth Advisory, LLC2,040$206K0.13%-50213F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.2,040$206K0.03%-5213F-HRTimeline
Exchange Bank2,039$206K0.16%013F-HRTimeline
Baltimore-Washington Financial Advisors…2,039$206K0.01%-2913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,038$206K0.01%+8513F-HRTimelineGroup
Bank & Trust Co2,038$206K0.16%013F-HRTimeline
ZEGA Investments, LLC2,036$206K0.05%-15913F-HRTimeline
JT Stratford LLC2,028$205K0.03%new13F-HRTimeline
Advyzon Investment Management, LLC2,021$204K0.05%new13F-HRTimeline
Severin Investments, LLC2,019$204K0.19%+6113F-HRTimeline
Grove Bank & Trust2,017$204K0.03%-22213F-HRTimeline
SFMG, LLC2,016$203K0.02%-10213F-HRTimeline
Cape Investment Advisory, Inc.2,013$203K0.07%-17913F-HRTimeline
US Asset Management LLC2,008$203K0.18%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,007$203K0.07%-26013F-HRTimeline
Silver Lake Advisory, LLC2,000$202K0.09%013F-HRTimeline
Harbor Advisors LLC2,000$202K0.03%013F-HRTimeline
RD Lewis Holdings, Inc.2,333$202K0.2%-72413F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…1,995$201K0.04%013F-HRTimelineGroup
Massachusetts Wealth Management1,995$201K0.11%-10013F-HRTimeline
WRAPMANAGER INC1,993$201K0.05%-59013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC1,988$201K<0.01%-2013F-HRTimeline
Waterloo Capital, L.P.1,988$201K0.02%new13F-HRTimeline
PFS Partners, LLC1,947$197K0.1%013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC1,924$194K0.05%+1,00013F-HRTimeline
CYBER HORNET ETFs LLC1,926$194K0.14%-1213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,909$193K0.02%-60913F-HRTimeline
Pandora Wealth, Inc.1,898$192K0.12%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,892$191K0.02%+6113F-HRTimeline
Elgethun Capital Management1,889$191K0.04%+50513F-HRTimeline
Crews Bank & Trust1,833$185K0.03%+57013F-HRTimeline
EQ WEALTH ADVISORS, LLC1,821$184K0.13%new13F-HRTimeline
OAKWORTH CAPITAL, INC.1,770$179K0.01%+8213F-HRTimeline
Accredited Wealth Management, LLC1,747$176K0.14%-26313F-HRTimeline
Tanglewood Legacy Advisors, LLC1,734$175K0.07%013F-HRTimeline
Indiana Trust & Investment Management Co1,720$174K0.06%+1113F-HRTimeline
Coastline Trust Co1,650$167K0.02%-2013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,582$160K0.01%+26113F-HRTimelineGroup
BROADWATER CAPITAL MANAGEMENT LLC157,971$158K0.23%+156,40613F-HR/ATimeline
Concord Wealth Partnersin group Concord Wealth Partners1,559$157K0.02%+52113F-HRTimelineGroup
Stuart Chaussee & Associates, Inc.1,537$155K0.03%013F-HRTimeline
Pinnacle Bancorp, Inc.1,537$155K0.05%-16013F-HRTimeline
MTM Investment Management, LLC1,529$154K0.05%new13F-HRTimeline
Trust Co1,520$153K0.02%-40013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,514$153K0.04%+1,36113F-HRTimeline
MEMBERS CAPITAL ADVISORS INC1,481$149K0.17%013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd1,458$147K<0.01%+40113F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Legacy Bridge, LLC1,451$146K0.07%-12013F-HRTimeline
Covestor Ltd1,410$142K0.08%+43413F-HRTimeline
Sachetta, LLC1,402$142K0.06%-60713F-HRTimeline
Bullock Wealth Management Group1,351$141K0.07%013F-HRTimeline
Golden State Wealth Management, LLC1,352$136K0.02%-22413F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,341$135K0.07%-30513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,321$133K0.04%013F-HRTimeline
Lavaca Capital LLC1,313$133K0.05%+1913F-HR/ATimeline
Granite FO LLC1,300$131K0.07%-50013F-HRTimeline
Smithfield Trust Co1,293$131K0.01%-13813F-HRTimeline
Bruce G. Allen Investments, LLC1,275$129K0.1%-31313F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,275$129K0.09%+2513F-HRTimeline
ADIRONDACK TRUST CO1,268$128K0.05%-1,06013F-HRTimeline
UNION SAVINGS BANK1,427$123K0.06%+67313F-HRTimeline
Asset Planning,Inc1,203$121K0.09%+313F-HRTimeline
Addison Advisors LLC1,201$121K0.03%-5813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,193$120K<0.01%-216,29513F-HRTimeline
Murphy & Mullick Capital Management Corp1,349$120K0.1%-5013F-HRTimeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…1,158$117K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC1,158$117K0.09%-2213F-HRTimeline
AlphaCore Capital LLC1,156$117K<0.01%+71313F-HRTimeline