Stock ownership · SEC 13F · Q4 2025
UNITED PARCEL SVC INC
Institutional ownership of UNITED PARCEL SVC INC (CUSIP 911312106) - who holds it, how concentrated it is, and what moved last quarter.
- $335.8M
- Reported value
- 12
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, UNITED PARCEL SVC INC ranks #44 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 12 institutions report $335.8M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 12
- institutions hold it
- $335.8M
- reported 13F value
- 100%
- held by top 5
- #44
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, UNITED PARCEL SVC INC ranks #44 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 911312106 · Q4 2025 $336M reported
VALUE-HEAVY · HOLDERS-NARROW · CONC-DOM · NEAR-PEER · ACTIVITY-HOT · BOOK-FULL
- VALUE-HEAVY #44/775
- HOLDERS-NARROW 12 filers
- CONC-DOM 100% top-5
- NEAR-PEER UBER TECHNOLOGIES
- ACTIVITY-HOT 10 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: UBER TECHNOLOGIES INC
Read with: Ownership concentration guide - UNITED PARCEL SVC INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · UNITED PARCEL SVC INC
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
UNITED PARCEL SVC INC vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
12 Top 59% higher than 41% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a UNITED PARCEL SVC INC position has risen from 9 to 12 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 3,244,234 | $321.8M | 95.8% |
| 2 | Westshore Wealth, LLC | 91,092 | $9.0M | 2.7% |
| 3 | Anchor Investment Management, LLC | 33,659 | $3.3M | 1.0% |
| 4 | GROUPAMA ASSET MANAGMENT | 4,744 | $471K | 0.1% |
| 5 | Tempo Wealth, LLC | 3,235 | $321K | 0.1% |
| 6 | Strategic Investment Solutions, Inc. /IL | 3,038 | $301K | 0.1% |
| 7 | DGS Capital Management, LLC | 2,513 | $249K | 0.1% |
| 8 | ARWA LLC | 2,155 | $214K | 0.1% |
| 9 | MidFirst Bank | 780 | $77K | 0.0% |
| 10 | TD Capital Management LLC | 155 | $15K | 0.0% |
| 11 | Bell Investment Advisors, Inc | 125 | $12K | 0.0% |
| 12 | SG Trading Solutions, LLC | 12,770 | $1K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among UNITED PARCEL SVC INC's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (10)
Complete exits (20)
Frequently Asked Questions
How many institutions hold UNITED PARCEL SVC INC?▼
Where does UNITED PARCEL SVC INC sit among tracked securities?▼
What is the total institutional value of UNITED PARCEL SVC INC?▼
How concentrated is ownership of UNITED PARCEL SVC INC?▼
Who is the largest institutional holder of UNITED PARCEL SVC INC?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for UNITED PARCEL SVC INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($335.8M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (12 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.