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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  
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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
   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
   GEODE CAPITAL MANAGEMENT LLC 76 - 2023-12-31 14,139,812 $2,217,678,000 300,374
   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
   MORGAN STANLEY 187 - 2023-12-31 7,333,283 $1,153,012,000 784,321
   CLEARBRIDGE ADVISORS LLC 19 - 2023-12-31 6,265,058 $985,055,000 470,053
   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 GLOBAL ASSET MANAGEMENT AMERICAS INC 72 - 2023-12-31 4,126,925 $648,876,000 415,289
   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
   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
   AMUNDI 124 - 2023-12-31 2,705,137 $432,021,000 355,318
   RAYMOND JAMES & ASSOCIATES 58 - 2024-03-31 2,905,616 $431,862,000 313,639
   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
   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
   STIFEL FINANCIAL CORP 81 - 2023-12-31 1,378,974 $216,834,000 61,819
   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
   National Pension Service 88 - 2023-12-31 1,129,881 $177,651,000 20,760
   HAVERFORD TRUST CO - 2024-03-31 1,074,722 $159,736,000 89,498
   NORDEA INVESTMENT MANAGEMENT AB - 2024-03-31 1,052,120 $156,261,000 58,384
   ALLIANCEBERNSTEIN L.P. 284 - 2023-12-31 902,908 $141,964,000 85,178
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 80 - 2023-12-31 739,988 $116,348,000 29,567
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 98 - 2023-12-31 722,506 $113,824,000 48,085
   CRAWFORD INVESTMENT COUNSEL INC 4 - 2023-12-31 718,052 $112,899,000 36,380
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 128 - 2024-03-31 744,794 $110,699,000 9,573
   GREAT WEST LIFE ASSURANCE CO /CAN/ 82 - 2023-12-31 689,930 $108,061,000 158,240
   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
   HAMLIN CAPITAL MANAGEMENT LLC 22 - 2023-12-31 630,854 $99,189,000 94,177
   Empower Advisory Group LLC 58 - 2024-03-31 665,847 $98,965,000 75,538
   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
   Sarasin & Partners LLP 34 - 2024-03-31 615,365 $91,462,000 14,739
   JANNEY MONTGOMERY SCOTT LLC 77 - 2024-03-31 597,187 $88,760,000 46,653
   Value Partner Investments Inc. - 2024-03-31 425,179 $85,523,000 56,329
   Personal Capital Advisors Corp 54 - 2022-12-31 491,548 $85,451,000 11,403
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 555,436 $82,554,000 120,504
   MORNINGSTAR INVESTMENT SERVICES, INC. 59 - 2023-12-31 503,261 $79,168,000 250,263
   MANCHESTER CAPITAL MANAGEMENT LLC 2 - 2023-12-31 500,752 $78,733,000 12,160
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 117 - 2023-12-31 496,117 $78,004,000 35,985
   Standard Life Aberdeen plc 141 - 2023-12-31 476,642 $74,942,000 128,952
   COMMONWEALTH EQUITY SERVICES LLC. 156 - 2024-03-31 499,927 $74,304,000 10,617
   APG ALL PENSIONS GROUP 147 - 2023-12-31 512,785 $72,987,000 82,017
   TORONTO DOMINION BANK 138 - 2023-12-31 429,524 $67,534,000 112,447
   Russell Investments Group Ltd. 193 - 2023-12-31 417,646 $65,670,000 16,198
   PICTET ASSET MANAGEMENT SA 256 - 2023-06-30 362,677 $65,010,000 5,928
   STATE OF WISCONSIN INVESTMENT BOARD 105 - 2023-12-31 410,793 $64,589,000 16,949
   NOMURA ASSET MANAGEMENT CO LTD 86 - 2023-12-31 397,216 $62,454,000 11,394
   HPM Partners LLC - 2023-12-31 387,381 $60,908,000 44,721
   Pictet Asset Management Holding SA 271 - 2023-12-31 384,666 $60,481,000 8,484
   EPOCH INVESTMENT PARTNERS INC. 143 - 2023-12-31 380,111 $59,765,000 17,151
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 165 - 2024-03-31 363,998 $57,971,000 121,190
   CFO4Life L.P. 1 - 2022-12-31 319,274 $55,503,000 16,976
   NATIONAL BANK OF CANADA /FI/ 182 - 2023-12-31 340,738 $53,935,000 49,044
   PFS INVESTMENTS INC. 21 - 2023-06-30 299,718 $53,725,000 6,542
   Centric Wealth Management 1 - 2024-03-31 356,570 $52,587,000 28,073
   CREATIVE PLANNING 121 - 2023-12-31 331,960 $52,194,000 94,243
   Treasurer of the State of North Carolina 78 - 2023-12-31 330,716 $51,998,000 3,140
   AVIVA PLC 108 - 2023-12-31 325,704 $51,210,000 37,506
   RNC CAPITAL MANAGEMENT LLC 11 - 2023-12-31 318,713 $50,111,000 30,196
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 13 - 2023-12-31 317,711 $49,954,000 7,084
   S. R. Schill & Associates 1 - 2024-03-31 332,143 $49,366,000 138
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 151 - 2023-12-31 308,654 $48,527,000 9,236
   KBC GROUP NV 135 - 2023-12-31 305,048 $47,963,000 50,784
   MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH 23 - 2024-03-31 316,953 $47,109,000 130,755
   SEI INVESTMENTS CO 291 - 2023-12-31 299,422 $47,078,000 951
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 168 - 2023-09-30 300,012 $46,763,000 300,012
   Rockefeller Capital Management L.P. 147 - 2023-12-31 292,731 $46,026,000 1,273
   Equity Investment Corp Acquisition Inc 39 - 2023-12-31 290,542 $45,682,000 5,817
   ROYAL LONDON ASSET MANAGEMENT LTD 139 - 2023-12-31 290,127 $45,617,000 3,078
   TD ASSET MANAGEMENT INC 308 - 2023-12-31 290,079 $45,609,000 18,337
   STRS OHIO 130 - 2023-12-31 289,195 $45,470,000 86,959
   DONALDSON CAPITAL MANAGEMENT LLC 22 - 2024-03-31 304,832 $45,307,000 18,859
   Impax Asset Management Group plc 102 - 2024-03-31 298,022 $44,295,000 23,285
   DEKABANK DEUTSCHE GIROZENTRALE 218 - 2024-03-31 301,321 $44,149,000 66,995
   Pacer Advisors Inc. 176 - 2023-12-31 280,472 $44,099,000 43,146
   TWO SIGMA INVESTMENTS LLC 231 - 2023-12-31 269,607 $42,390,000 36,314
   Handelsbanken Fonder AB 111 - 2023-12-31 261,220 $41,072,000 755
   HRT FINANCIAL LLC 33 - 2023-12-31 242,881 $38,188,000 242,881
   TWO SIGMA ADVISERS, LLC 228 - 2023-12-31 237,900 $37,405,000 222,300
   UNITED SERVICES AUTOMOBILE ASSOCIATION 23 - 2023-12-31 237,333 $37,316,000 166,557
   SATURNA CAPITAL CORP 50 - 2023-12-31 233,970 $36,787,000 28,631
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 142 - 2024-03-31 238,633 $35,468,000 6,174
   London & Capital Asset Management Ltd 17 - 2023-12-31 222,039 $34,911,000 4,103
   SMITH CHAS P & ASSOCIATES PA CPAS 24 - 2024-03-31 228,409 $33,948,000 6,509
   Twin Tree Management LP 47 - 2023-12-31 200,609 $31,542,000 200,609
   USS Investment Management Ltd 64 - 2023-12-31 198,439 $31,209,000 1,137
   Capital Investment Advisors LLC 38 - 2024-03-31 207,040 $30,774,000 2,713
   OPPENHEIMER ASSET MANAGEMENT INC 49 - 2023-12-31 194,803 $30,629,000 2,471
   KEYBANK NATIONAL ASSOCIATION/OH 144 - 2023-12-31 189,324 $29,767,000 15,239
  100 Records found
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