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Get Institutions for : 
United Parcel Service Inc (UPS)  
$146.67 0.24 (0.16%) as of 4:30 Mon 5/6


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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  : 
4.52 (2.99%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORGES BANK 96 *New 2023-12-31 7,176,251 $1,128,322,000 7,176,251
   CONFLUENCE INVESTMENT MANAGEMENT LLC 25 *New 2024-03-31 673,993 $100,176,000 673,993
   ARTISAN PARTNERS LIMITED PARTNERSHIP 159 *New 2023-12-31 546,115 $85,866,000 546,115
   APPALOOSA LP 21 *New 2023-12-31 500,000 $78,615,000 500,000
   SpiderRock Advisors LLC 48 *New 2024-03-31 78,788 $11,951,000 78,788
   Investment Management Corp of Ontario 70 *New 2023-12-31 69,082 $10,862,000 69,082
   PARTNERS CAPITAL INVESTMENT GROUP LLP 64 *New 2023-12-31 68,828 $10,822,000 68,828
   PAYDENFUNDS 65 *New 2023-09-30 65,210 $10,164,000 65,210
   Coulter & Justus Financial Services LLC *New 2024-03-31 62,333 $9,264,000 62,333
   Albar Capital Ltd 28 *New 2023-12-31 34,895 $5,487,000 34,895
   Winton Capital Group Ltd 38 *New 2023-12-31 33,865 $5,325,000 33,865
   ALLSTATE INVESTMENT MANAGEMENT CO 90 *New 2022-12-31 30,037 $5,222,000 30,037
   MOTLEY FOOL ASSET MANAGEMENT LLC 74 *New 2023-12-31 24,640 $3,874,000 24,640
   UBS OCONNOR LLC 87 *New 2023-12-31 19,900 $3,129,000 19,900
   Qsemble Capital Management LP 23 *New 2023-12-31 19,838 $3,119,000 19,838
   Parkwood LLC 57 *New 2023-12-31 19,691 $3,096,000 19,691
   KITZINGER LAUTMANN CAPITAL MANAGEMENT INC 46 *New 2023-12-31 15,329 $2,410,000 15,329
   BRASADA CAPITAL MANAGEMENT LP 61 *New 2023-12-31 15,116 $2,377,000 15,116
   Orca Investment Management LLC 18 *New 2024-03-31 15,219 $2,262,000 15,219
   Edgestream Partners L.P. 254 *New 2023-12-31 12,264 $1,928,000 12,264
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 194 *New 2024-03-31 12,636 $1,879,000 12,636
   WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC 277 *New 2023-12-31 10,858 $1,707,000 10,858
   CIM LLC 69 *New 2023-12-31 9,799 $1,467,000 9,799
   FINANCIAL CONSULATE INC 19 *New 2024-03-31 8,549 $1,271,000 8,549
   TCG Advisory Services LLC 154 *New 2023-12-31 7,646 $1,202,000 7,646
   Pensionmark Financial Group LLC 137 *New 2023-12-31 6,877 $1,081,000 6,877
   AVIANCE CAPITAL PARTNERS, LLC 154 *New 2024-03-31 6,394 $950,000 6,394
   BOSTON FINANCIAL MANGEMENT INC /MA 197 *New 2023-12-31 5,940 $934,000 5,940
   Global Assets Advisory LLC 245 *New 2024-03-31 134,759 $913,000 134,759
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 80 *New 2024-03-31 5,485 $815,000 5,485
   Silverleafe Capital Partners LLC 40 *New 2024-03-31 4,579 $681,000 4,579
   Sentinus LLC 86 *New 2023-06-30 3,696 $663,000 3,696
   BOOTHBAY FUND MANAGEMENT LLC 716 *New 2023-12-31 3,636 $572,000 3,636
   SILVER OAK SECURITIES Inc 258 *New 2023-12-31 3,441 $541,000 3,441
   TORON CAPITAL MARKETS INC. 175 *New 2023-12-31 3,378 $531,000 3,378
   James J. Burns & Company LLC 55 *New 2024-03-31 3,163 $472,000 3,163
   Fortis Capital Advisors LLC 63 *New 2023-12-31 3,000 $472,000 3,000
   BREVAN HOWARD CAPITAL MANAGEMENT LP 461 *New 2023-12-31 2,975 $468,000 2,975
   JUNCTURE WEALTH STRATEGIES LLC 69 *New 2024-03-31 2,869 $426,000 2,869
   TRUEPOINT, INC. 136 *New 2023-12-31 2,706 $425,000 2,706
   OXFORD ASSET MANAGEMENT 48 *New 2023-12-31 2,552 $401,000 2,552
   GeoWealth Management LLC 402 *New 2023-12-31 1,996 $313,000 1,996
   EQUITABLE TRUST CO 376 *New 2024-03-31 2,026 $301,000 2,026
   Harbor Advisors LLC 139 *New 2024-03-31 2,000 $297,000 2,000
   Calton & Associates Inc. 137 *New 2024-03-31 1,983 $295,000 1,983
   DiMeo Schneider & Associates L.L.C. 102 *New 2023-12-31 1,805 $284,000 1,805
   Pasadena Private Wealth LLC 116 *New 2024-03-31 1,790 $266,000 1,790
   CBOE Vest Financial LLC *New 2024-03-31 1,746 $259,000 1,746
   Greenfield Savings Bank 127 *New 2024-03-31 1,725 $256,000 1,725
   OKeefe Stevens Advisory Inc. 47 *New 2024-03-31 1,719 $255,000 1,719
   WealthCare Investment Partners LLC 121 *New 2024-03-31 1,641 $244,000 1,641
   INTEGRAL INVESTMENT ADVISORS INC. *New 2024-03-31 1,628 $240,000 1,628
   TIEDEMANN WEALTH MANAGEMENT, LLC 245 *New 2023-09-30 1,526 $238,000 1,526
   GILL CAPITAL PARTNERS LLC 103 *New 2023-12-31 1,361 $234,000 1,361
   Austin Private Wealth LLC 195 *New 2024-03-31 1,533 $233,000 1,533
   Prosperity Wealth Management Inc. 108 *New 2023-12-31 1,451 $228,000 1,451
   Wellington Wealth Strategies LLC. 79 *New 2023-12-31 1,448 $228,000 1,448
   Berger Financial Group Inc 329 *New 2024-03-31 1,524 $227,000 1,524
   Ellenbecker Investment Group 102 *New 2024-03-31 1,505 $224,000 1,505
   Revisor Wealth Management LLC 173 *New 2024-03-31 1,466 $224,000 1,466
   JGP Wealth Management LLC 161 *New 2024-03-31 1,510 $224,000 1,510
   LifePro Asset Management 121 *New 2024-03-31 1,466 $218,000 1,466
   WAGNER CAPITAL MANAGEMENT CORP 294 *New 2024-03-31 1,465 $218,000 1,465
   JOURNEY STRATEGIC WEALTH LLC 192 *New 2023-12-31 1,340 $211,000 1,340
   Riverwater Partners LLC 180 *New 2024-03-31 1,414 $210,000 1,414
   Blueprint Investment Partners LLC 129 *New 2023-12-31 1,328 $209,000 1,328
   Ethos Financial Group LLC 205 *New 2023-12-31 1,323 $208,000 1,323
   True Capital Management 126 *New 2023-03-31 1,057 $205,000 1,057
   Ahrens Investment Partners LLC 158 *New 2023-03-31 929 $180,000 929
   PACIFIC CAPITAL WEALTH ADVISORS INC 73 *New 2023-12-31 1,007 $158,000 1,007
   LifeSteps Financial Inc. 98 *New 2024-03-31 881 $131,000 881
   Veritas Investment Partners (UK) Ltd. 64 *New 2023-12-31 710 $112,000 710
   Future Financial Wealth Managment LLC 160 *New 2024-03-31 745 $111,000 745
   Scarborough Advisors LLC 123 *New 2023-12-31 554 $87,000 554
   Quarry LP 169 *New 2023-12-31 518 $81,000 518
   Frank Rimerman Advisors LLC 115 *New 2023-12-31 395 $62,000 395
   FSA Wealth Management LLC 133 *New 2023-12-31 355 $56,000 355
   First Capital Advisors Group LLC. 290 *New 2023-06-30 302 $54,000 302
   YHB INVESTMENT ADVISORS, INC. 460 *New 2024-03-31 314 $47,000 314
   Dunhill Financial LLC 108 *New 2023-12-31 272 $43,000 272
   Red Tortoise LLC 138 *New 2024-03-31 156 $23,000 156
   FNY Investment Advisers LLC 340 *New 2024-03-31 150 $22,000 150
   GLADIUS CAPITAL MANAGEMENT LP 220 *New 2023-12-31 105 $17,000 105
   Richardson Capital Management LLC 108 *New 2024-03-31 100 $15,000 100
   GABLES CAPITAL MANAGEMENT INC. 284 *New 2023-12-31 86 $14,000 86
   MILESTONE GROUP INC *New 2024-03-31 83 $12,000 83
   Nordwand Advisors LLC 127 *New 2023-12-31 45 $7,000 45
   REDMONT WEALTH ADVISORS LLC 222 *New 2024-03-31 43 $6,000 43
   SYNTAX RESEARCH INC. 156 *New 2023-12-31 31 $5,000 31
   TRIBUTARY CAPITAL MANAGEMENT, LLC 197 *New 2024-03-31 37 $5,000 37
   WESTEND CAPITAL MANAGEMENT LLC 193 *New 2024-03-31 29 $4,000 29
   CLARIVEST ASSET MANAGEMENT LLC 713 *New 2023-12-31 8 $1,000 8
   FOSTER DYKEMA CABOT & CO INC/MA 315 *New 2023-09-30 6 $1,000 6
  93 Records found
  1    
  Page 1 of 1
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