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Get Institutions for : 
United Parcel Service Inc (UPS)  
$147.39 0.77 (0.53%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2135    88
Total shares held : 
512,760,137  
% of shares held : 
71.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -277  
Amount of shares held : 
14,674,802  
% of shares held change : 
  2.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$155.08  
Last Quarter's Ending Price : 
$157.23  
Last Quarter's Average Price
$151.19  
Change from last quarter's     
avg. price to the last closing  : 
3.80 (2.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
66
 8,731,578
 1.7%
 
Increased Positions :
784
 31,968,823
 6.23%
 
Unchanged Positions :
312
 4,993,097
 0.97%
 
Decreased Positions :
973
-23,146,646
-4.51%
 
Closed Positions :
154
-2,878,953
-0.56%
 
Guru Positions :
5
171,087
 0.03%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   VANGUARD GROUP INC 67 - 2023-12-31 67,218,714 $10,568,798,000 178,394
   BLACKROCK INC. 79 - 2023-12-31 54,284,779 $8,535,196,000 -254,054
   STATE STREET CORP 88 - 2023-12-31 28,198,202 $4,433,603,000 435,381
   J P MORGAN CHASE & CO 54 - 2023-12-31 25,495,801 $4,008,705,000 2,590,916
   WELLINGTON MANAGEMENT CO LLP 38 - 2023-12-31 18,152,900 $2,854,180,000 8,475,698
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 31 - 2023-12-31 15,829,304 $2,473,339,000 -60,266
   GEODE CAPITAL MANAGEMENT LLC 76 - 2023-12-31 14,139,812 $2,217,678,000 300,374
   BANK OF AMERICA CORP /DE/ 100 - 2023-12-31 12,837,770 $2,018,483,000 -768,157
   FMR LLC 150 - 2023-12-31 9,695,440 $1,524,414,000 -1,381,531
   FRANKLIN RESOURCES INC 23 - 2023-12-31 9,607,055 $1,510,517,000 980,317
   AMERIPRISE FINANCIAL INC 45 - 2023-12-31 8,887,676 $1,396,899,000 1,302,631
   VIKING GLOBAL INVESTORS LP 2 - 2023-12-31 8,199,127 $1,289,149,000 1,538,643
   NORTHERN TRUST CORP 85 - 2023-12-31 7,738,913 $1,216,789,000 -673,076
   MORGAN STANLEY 187 - 2023-12-31 7,333,283 $1,153,012,000 784,321
   NORGES BANK 96 *New 2023-12-31 7,176,251 $1,128,322,000 7,176,251
   WELLS FARGO & CO/MN 74 - 2023-12-31 6,891,794 $1,083,597,000 -476,464
   BANK OF NEW YORK MELLON CORP 92 - 2023-12-31 6,704,530 $1,054,153,000 247,936
   CLEARBRIDGE ADVISORS LLC 19 - 2023-12-31 6,265,058 $985,055,000 470,053
   INVESCO LTD 79 - 2023-12-31 5,860,179 $921,396,000 -426,228
   LEGAL & GENERAL GROUP PLC 84 - 2023-12-31 5,621,850 $883,925,000 1,308,066
   GOLDMAN SACHS GROUP INC/ 115 - 2023-12-31 4,762,662 $748,833,000 686,585
   UBS Group AG 71 - 2023-12-31 4,686,378 $736,839,000 -217,306
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 72 - 2023-12-31 4,126,925 $648,876,000 415,289
   PRICE T ROWE ASSOCIATES INC /MD/ 221 - 2023-12-31 4,012,521 $630,890,000 -320,059
   NUVEEN ASSET MANAGEMENT, LLC 104 - 2023-12-31 3,701,312 $581,957,000 27,588
   DIMENSIONAL FUND ADVISORS INC 78 - 2023-12-31 3,676,441 $578,053,000 200,297
   JANUS HENDERSON GROUP PLC 71 - 2023-12-31 3,553,252 $558,685,000 -708,008
   ROYAL BANK OF CANADA 155 - 2023-12-31 3,225,618 $507,162,000 519,459
   AMERICAN CENTURY COMPANIES INC 43 - 2023-12-31 3,182,600 $500,400,000 749,513
   PRIMECAP MANAGEMENT CO/CA/ 63 - 2023-12-31 2,897,291 $455,541,000 -17,100
   CAPITAL WORLD INVESTORS 212 - 2023-12-31 2,747,986 $432,066,000 -950,103
   AMUNDI 124 - 2023-12-31 2,705,137 $432,021,000 355,318
   RAYMOND JAMES & ASSOCIATES 54 - 2023-12-31 2,591,977 $407,537,000 -63,195
   Swiss National Bank 66 - 2023-12-31 2,261,700 $355,607,000 -69,500
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 76 - 2023-12-31 2,259,955 $355,333,000 -55,461
   BARCLAYS PLC 103 - 2023-12-31 2,240,351 $352,251,000 326,667
   DEUTSCHE BANK AG 127 - 2023-12-31 2,087,390 $328,200,000 304,850
   ENVESTNET ASSET MANAGEMENT INC 153 - 2023-12-31 1,938,044 $304,719,000 -88,211
   FEDERATED INVESTORS INC /PA/ 24 - 2023-12-31 1,905,790 $299,647,000 -52,002
   FINEMARK NATIONAL BANK & TRUST 1 - 2023-12-31 1,730,642 $272,109,000 -8,511
   CITADEL ADVISORS LLC 55 - 2023-12-31 1,721,237 $270,630,000 861,299
   FIRST TRUST ADVISORS LP 70 - 2023-12-31 1,717,391 $270,025,000 1,160,005
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 118 - 2024-03-31 1,774,141 $263,691,000 -13,534
   LONDON CO OF VIRGINIA 26 - 2023-12-31 1,606,613 $252,608,000 -130,687
   BB&T CORP 55 - 2023-12-31 1,559,603 $245,216,000 -8,641
   CREDIT SUISSE/ 76 - 2023-12-31 1,541,644 $242,393,000 -131,818
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 210 - 2023-12-31 1,495,975 $235,212,000 -210
   STIFEL FINANCIAL CORP 81 - 2023-12-31 1,378,974 $216,834,000 61,819
   RHUMBLINE ADVISERS 81 - 2023-12-31 1,377,055 $216,514,000 -12,524
   PNC FINANCIAL SERVICES GROUP INC 98 - 2023-12-31 1,354,705 $213,000,000 -42,239
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 254 - 2023-12-31 1,298,895 $204,225,000 -81,851
   THRIVENT FINANCIAL FOR LUTHERANS 31 - 2023-12-31 1,272,143 $200,019,000 615,355
   BANK OF MONTREAL /CAN/ 159 - 2023-12-31 1,086,536 $196,717,000 206,395
   LPL FINANCIAL CORP 168 - 2023-12-31 1,172,146 $184,296,000 82,260
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 74 - 2023-12-31 1,150,253 $180,854,000 -132
   HIGHTOWER ADVISORS, LLC 68 - 2023-12-31 1,148,437 $180,587,000 -81,967
   National Pension Service 88 - 2023-12-31 1,129,881 $177,651,000 20,760
   NORDEA INVESTMENT MANAGEMENT AB 140 - 2023-12-31 993,736 $156,215,000 182,630
   HAVERFORD TRUST CO 21 - 2023-12-31 985,224 $154,907,000 193,801
   HSBC HOLDINGS PLC 129 - 2023-12-31 981,013 $154,210,000 -178,393
   NEW YORK STATE COMMON RETIREMENT FUND 94 - 2023-12-31 980,536 $154,170,000 -77,408
   BAHL & GAYNOR INC 39 - 2023-12-31 924,645 $145,382,000 -176,672
   ALLIANCEBERNSTEIN L.P. 284 - 2023-12-31 902,908 $141,964,000 85,178
   Merit Financial Group LLC 4 - 2023-12-31 881,544 $138,605,000 -9,362
   PRINCIPAL FINANCIAL GROUP INC 197 - 2023-12-31 866,069 $136,172,000 -8,405
   CLIFFORD ASSOCIATES LLC 2 - 2024-03-31 865,033 $128,570,000 -7,456
   CAPITAL RESEARCH GLOBAL INVESTORS 259 - 2023-12-31 803,177 $126,284,000 -3,786,503
   ACCREDITED INVESTORS INC. 1 - 2023-12-31 784,749 $123,386,000 0
   US BANCORP 104 - 2023-12-31 769,190 $120,940,000 -512,083
   BILL & MELINDA GATES FOUNDATION TRUST 15 - 2023-12-31 755,089 $118,723,000 0
   MARINER WEALTH ADVISORS, LLC 76 - 2023-12-31 754,969 $118,704,000 -93,500
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 80 - 2023-12-31 739,988 $116,348,000 29,567
   VICTORY CAPITAL MANAGEMENT INC 196 - 2023-12-31 739,792 $116,317,000 8,101
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 115 - 2023-12-31 735,221 $115,599,000 -16,669
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM - 2023-12-31 733,140 $115,272,000 -20,909
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 98 - 2023-12-31 722,506 $113,824,000 48,085
   COHO PARTNERS LTD 23 - 2023-12-31 720,918 $113,350,000 -163,865
   BAILLIE GIFFORD & CO - 2023-12-31 720,629 $113,304,000 -12,924
   CRAWFORD INVESTMENT COUNSEL INC 4 - 2023-12-31 718,052 $112,899,000 36,380
   Baird Financial Group Inc. 89 - 2023-12-31 710,369 $111,691,000 -8,694
   CITIGROUP INC 144 - 2023-12-31 700,552 $110,148,000 -179,500
   GREAT WEST LIFE ASSURANCE CO /CAN/ 82 - 2023-12-31 689,930 $108,061,000 158,240
   DAVENPORT & CO LLC - 2023-12-31 679,204 $106,801,000 -6,497
   BTIM CORP. - 2023-12-31 673,677 $105,922,000 5,006
   ING INVESTMENT MANAGEMENT LLC 170 - 2023-12-31 657,168 $103,327,000 -3,414
   BBR PARTNERS, LLC 2 - 2023-12-31 646,348 $101,625,000 369
   CI Private Wealth LLC 124 - 2023-12-31 645,522 $101,495,000 1,150
   CONFLUENCE INVESTMENT MANAGEMENT LLC 25 *New 2024-03-31 673,993 $100,176,000 673,993
   HAMLIN CAPITAL MANAGEMENT LLC 22 - 2023-12-31 630,854 $99,189,000 94,177
   Connor Clark & Lunn Investment Management Ltd. 50 - 2023-12-31 615,007 $96,698,000 142,988
   MANUFACTURERES LIFE INSURANCE CO 213 - 2023-12-31 600,197 $94,369,000 663
   Empower Advisory Group LLC 63 - 2023-12-31 590,309 $92,814,000 90,861
   Sarasin & Partners LLP 34 - 2024-03-31 615,365 $91,462,000 14,739
   ADAGE CAPITAL PARTNERS GP LLC 124 - 2023-12-31 577,500 $90,800,000 -131,600
   KOREA INVESTMENT CORP 90 - 2023-12-31 566,544 $89,078,000 -38,899
   JANNEY MONTGOMERY SCOTT LLC 64 - 2023-12-31 550,534 $86,560,000 -14,160
   ARTISAN PARTNERS LIMITED PARTNERSHIP 159 *New 2023-12-31 546,115 $85,866,000 546,115
   Personal Capital Advisors Corp 54 - 2022-12-31 491,548 $85,451,000 11,403
   PRUDENTIAL FINANCIAL INC 155 - 2023-12-31 526,435 $82,039,000 -111,850
   Assenagon Asset Management S.A. 77 - 2023-12-31 506,379 $79,618,000 161,270

  100 Records found
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