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Who Owns United Parcel Service Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in United Parcel Service Inc.

Who crossed 5% of UPS →
Managers holding
95
as of 2026-09-30
Reported value
$177.7M
summed across filings
Shares held
1.9M
Added vs trimmed
36 / 38
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
CapWealth Advisors, LLCStock234.1K shtrimmed$21.9M
Mn Services Vermogensbeheer B.V.CL B217K shheld$20.3M
Gradient Investments LLCCL B161.4K shadded$15.1M
Sound Income Strategies, LLCCL B159.3K shadded$15M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM111.1K shtrimmed$10.4M
Farther Finance Advisors, LLCStock91.2K shadded$8.5M
Kessler Investment Group, LLCCL B89.9K shadded$8.4M
Venture Visionary Partners LLCCL B61.7K shadded$5.8M
Lincoln Capital LLCCL B49.3K shtrimmed$4.6M
Cooper Financial GroupCL B44.7K shtrimmed$4.2M
Keystone Financial Planning, Inc.CL B44.4K shtrimmed$4.2M
Adams Asset Advisors, LLCCOM42.3K shadded$3.9M
MFG WEALTH MANAGEMENT, INC.CL B32.6K shadded$3M
Iowa State BankCom31.9K shtrimmed$3M
ARMSTRONG ADVISORY GROUP, INCCL B27.6K shadded$2.6M
Valeo Financial Advisors, LLCStock25.7K shtrimmed$2.4M
Avidian Wealth Enterprises, LLCCL B25.3K shtrimmed$2.4M
ABLES, IANNONE, MOORE & ASSOCIATES, INC.CL B23.7K shtrimmed$2.2M
BONNESS ENTERPRISES INCCL B23.4K shheld$2.2M
CenterStar Asset Management, LLCCL B21.6K shadded$2M
Horrell Capital Management, Inc.CL B19.3K shtrimmed$1.8M
Ridgewood Investments LLCCL B17.1K shadded$1.6M
Heartwood Wealth Advisors LLCStock16.1K shtrimmed$1.5M
O'Keefe Stevens Advisory, Inc.CL B15.1K shadded$1.4M
Bank of New HampshireCL B15K shtrimmed$1.4M
WALLER FINANCIAL PLANNING GROUP, INCCL B14.7K shheld$1.4M
CenterStar Asset Management, LLCCL B14.6K shadded$1.4M
Green Ridge Wealth Planning LLCCL B14.3K shheld$1.3M
CoreCap Advisors, LLCStock13.5K shadded$1.3M
GAMMA Investing LLCCommon Stock13.2K shtrimmed$1.2M
HF Advisory Group, LLCCL B11.9K shadded$1.1M
ROCKLAND TRUST COCL B10.8K shadded$1M
Investors Research CorpCL B9.9K shtrimmed$924.3K
CenterStar Asset Management, LLCCL B9.8K shadded$915.7K
ANB BANKCom9K shtrimmed$845K
DIVERSIFIED MANAGEMENT INCCL B8.3K shtrimmed$774.4K
Applied Capital LLC/FLCL B7.9K shtrimmed$735.4K
Wealth Enhancement Trust Services, Inc.CL B7.9K shadded$734.2K
NEVILLE RODIE & SHAW INCCOM7.6K shtrimmed$712K
Wedmont Private CapitalCL B6.9K shadded$645.6K
CANANDAIGUA NATIONAL BANK & TRUST COCom6.9K shtrimmed$643.3K
LAWOOD & COCommon Stock6.8K shtrimmed$634.7K
Galvin, Gaustad & Stein, LLCCL B6.7K shtrimmed$629.7K
ALKEME WEALTH, LLCCL B6.6K shheld$619K
Acropolis Investment Management, LLCCL B6.5K shadded$603.2K
PARK NATIONAL CORP /OH/Com6.3K shtrimmed$585.8K
Castleview Partners, LLCCL B5.5K shadded$515.3K
Dickmeyer Boyce Financial Management, Inc.CL B5.3K shadded$497.8K
Mirador Capital Partners LPCL B5.2K shadded$490.2K
JUNCTURE WEALTH STRATEGIES, LLCCL B4.7K shadded$441.6K
Bangor Savings BankCL B4.5K shadded$419.7K
MRA Advisory GroupCL B3.9K shtrimmed$368.8K
VISTA INVESTMENT PARTNERS LLCCL B3.6K shtrimmed$336.9K
First Heartland Consultants, Inc.CL B3.6K shadded$333.8K
Allen Mooney & Barnes Investment Advisors LLCStock3.4K shtrimmed$317.2K
Bill Few Associates, Inc.CL B3.4K shadded$315.2K
MOODY NATIONAL BANK TRUST DIVISIONCL B3.3K shtrimmed$303.8K
Stokes Capital Advisors, LLCCL B3.3K shheld$303.7K
MJT & Associates Financial Advisory Group, Inc.Stock3.1K shheld$286K
New Covenant Trust Company, N.A.CL B3K shadded$275.6K
Breakwater Capital GroupCL B2.9K shtrimmed$273.2K
Apella Capital, LLCCL B2.8K shadded$260.3K
Weaver Consulting GroupCL B2.7K shtrimmed$256.3K
Successful Portfolios LLCCL B2.7K shtrimmed$254.4K
Canandaigua National Trust Co of FloridaCom2.7K shtrimmed$254.3K
Everhart Financial Group, Inc.CL B2.3K shtrimmed$215.3K
Martin Capital Partners, LLCCL B2.3K shheld$214.8K
Balefire, LLCCL B2.3K shtrimmed$213K
JACOBS & CO/CACOM2.2K shheld$208K
CogentBlue Wealth Advisors, LLCCL B2.2K shtrimmed$206.4K
CHAPIN DAVIS, INC.CL B2.2K shadded$204.5K
Bank & Trust CoCL B2K shheld$190.4K
Bullock Wealth Management GroupStock1.9K shadded$177.8K
Trust CoStock1.8K shtrimmed$164.7K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.7K shadded$159.9K
GK Wealth Management LLCCL B1.4K sh—$127.4K
EASTERN BANKCL B1.2K shtrimmed$115K
TOTH FINANCIAL ADVISORY CORPCL B819 shadded$76.5K
General Partner, Inc.CL745 shheld$69.6K
Rosenberg Matthew HamiltonStock676 shadded$63.2K
Davis Capital ManagementStock644 shtrimmed$60.2K
Quintet Private Bank (Europe) S.A.CL B600 shheld$56.1K
Marquette Asset Management, LLCCL B483 shtrimmed$45.1K
ELEVATION WEALTH PARTNERS, LLCCL B479 shadded$44.8K
Grove Bank & TrustCL B423 shadded$39.5K
TOMPKINS FINANCIAL CORPCL B325 shtrimmed$30.4K
Pacifica Partners Inc.CL B307 shheld$28.8K
Aventus Investment Advisors, Inc.Stock238 shheld$22.2K
Byrne Asset Management LLCCOM200 shheld$18.8K
FIRST COMMUNITY TRUST NACL B129 shheld$12.1K
Olistico Wealth, LLCStock75 shheld$7K
GILPIN WEALTH MANAGEMENT, LLCCL B48 sh—$4.5K
Retirement Wealth Solutions LLCCL B40 shadded$3.7K
Paladin Partners, LLCStock21 shheld$2K
ATWOOD & PALMER INCCOM20 shheld$1.9K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on UPS

Company overviewEverything on UPS in one place, with the price.SEC filingsWhat UPS's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat UPS's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold UPS, and how big a bet.LobbyingWhat UPS spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on UPS's account, and who they worked for.Federal contractsWhat federal agencies pay UPS.PatentsWhat UPS is filing at the patent office.Workplace safetyWhat OSHA found at UPS's sites.AircraftThe jets on UPS's registration.

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