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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
   ACCREDITED INVESTORS INC. 1 - 2023-12-31 784,749 $123,386,000 0
   BILL & MELINDA GATES FOUNDATION TRUST 15 - 2023-12-31 755,089 $118,723,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D - 2024-03-31 415,822 $61,804,000 0
   CACTI ASSET MANAGEMENT LLC 10 - 2024-03-31 387,566 $57,100,000 0
   OLD REPUBLIC INTERNATIONAL CORP - 2024-03-31 365,600 $54,339,000 0
   FACTORY MUTUAL INSURANCE CO 116 - 2024-03-31 123,700 $18,386,000 0
   FIDELITY NATIONAL FINANCIAL INC 15 - 2023-12-31 106,701 $16,777,000 0
   ARMSTRONG ADVISORY GROUP INC 21 - 2024-03-31 85,615 $13,461,000 0
   Waypoint Wealth Partners Inc. 6 - 2024-03-31 81,858 $12,167,000 0
   M&G INVESTMENT MANAGEMENT LTD 178 - 2023-12-31 67,615 $10,616,000 0
   Allspring Global Investments Holdings LLC 757 - 2024-03-31 69,979 $10,401,000 0
   GRACE & WHITE INC /NY 23 - 2024-03-31 53,690 $7,980,000 0
   ING INVESTMENT MANAGEMENT, INC. 81 - 2024-03-31 48,800 $7,253,000 0
   COHEN KLINGENSTEIN, LLC 83 - 2024-03-31 29,982 $4,456,000 0
   SCHWARTZ INVESTMENT COUNSEL INC - 2023-12-31 26,482 $4,164,000 0
   OPUS INVESTMENT MANAGEMENT INC 19 - 2024-03-31 26,600 $3,954,000 0
   BOURNE STENSTROM CAPITAL MANAGEMENT INC 14 - 2024-03-31 23,148 $3,440,000 0
   Tilson Financial Group Inc. 19 - 2024-03-31 22,894 $3,403,000 0
   Illinois Municipal Retirement Fund 368 - 2023-12-31 19,980 $3,141,000 0
   Financial Gravity Wealth Inc. 112 - 2023-12-31 596 $3,026,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 222 - 2024-03-31 19,213 $3,021,000 0
   Advanced Asset Management Advisors Inc 41 - 2024-03-31 20,000 $2,973,000 0
   Marion Wealth Management 32 - 2024-03-31 17,993 $2,674,000 0
   Greenline Partners LLC 53 - 2023-12-31 16,989 $2,671,000 0
   MILLER INVESTMENT MANAGEMENT LP 35 - 2023-12-31 16,859 $2,651,000 0
   ADAMS ASSET ADVISORS LLC 43 - 2024-03-31 17,185 $2,554,000 0
   DHJJ Financial Advisors Ltd. 19 - 2024-03-31 16,905 $2,513,000 0
   HARBOUR INVESTMENT MANAGEMENT LLC 32 - 2023-12-31 14,993 $2,357,000 0
   BONNESS ENTERPRISES INC 24 - 2024-03-31 14,950 $2,222,000 0
   DOUGLASS WINTHROP ADVISORS LLC 91 - 2023-12-31 13,793 $2,169,000 0
   GAMBLE JONES MORPHY & BENT 79 - 2022-12-31 12,427 $2,160,000 0
   Advisory Services & Investments LLC 14 - 2024-03-31 14,339 $2,131,000 0
   WALLER FINANCIAL PLANNING GROUP INC 31 - 2024-03-31 13,594 $2,020,000 0
   Auto-Owners Insurance Co 68 - 2023-12-31 12,300 $1,934,000 0
   Northeast Financial Consultants Inc 105 - 2023-12-31 12,044 $1,894,000 0
   Gifford Fong Associates 68 - 2023-12-31 11,800 $1,855,000 0
   Loudon Investment Management LLC 33 - 2023-12-31 11,205 $1,762,000 0
   Hedges Asset Management LLC 29 - 2024-03-31 11,200 $1,665,000 0
   GRANITE INVESTMENT PARTNERS, LLC 198 - 2023-12-31 10,458 $1,644,000 0
   AMERICAN ASSETS INVESTMENT MANAGEMENT LLC 125 - 2023-12-31 10,000 $1,572,000 0
   HUSSMAN ECONOMETRICS ADVISORS INC 108 - 2024-03-31 10,500 $1,561,000 0
   Hudson Canyon Capital Management - 2024-03-31 10,475 $1,557,000 0
   Paralel Advisors LLC 91 - 2023-12-31 9,869 $1,552,000 0
   Godshalk Welsh Capital Management Inc. 30 - 2023-12-31 9,737 $1,531,000 0
   MONEYWISE INC. 27 - 2024-03-31 9,688 $1,440,000 0
   DUFF & PHELPS INVESTMENT MANAGEMENT CO 192 - 2023-12-31 8,000 $1,258,000 0
   SUPPLEMENTAL ANNUITY COLLECTIVE TRUST OF NJ - 2024-03-31 8,000 $1,189,000 0
   Silvant Capital Management LLC - 2024-03-31 7,893 $1,173,000 0
   Taylor Hoffman Wealth Management 45 - 2023-12-31 7,459 $1,173,000 0
   Arnhold LLC 71 - 2023-12-31 7,370 $1,159,000 0
   ESTATE COUNSELORS, LLC - 2023-12-31 7,305 $1,149,000 0
   AIMZ Investment Advisors LLC 63 - 2023-12-31 7,250 $1,140,000 0
   Essex Savings Bank 76 - 2024-03-31 7,174 $1,128,000 0
   Lincoln Capital LLC 49 - 2024-03-31 7,233 $1,075,000 0
   Perpetual Investment Management Limited 101 - 2022-12-31 6,151 $1,069,000 0
   Noble Family Wealth LLC 37 - 2024-03-31 7,030 $1,045,000 0
   HARTFORD FINANCIAL MANAGEMENT INC. 106 - 2024-03-31 7,000 $1,040,000 0
   BROWN CAPITAL MANAGEMENT INC 89 - 2023-12-31 6,312 $992,000 0
   Investors Research Corp 117 - 2023-12-31 5,789 $910,000 0
   AFFINITY WEALTH MANAGEMENT 47 - 2024-03-31 6,046 $899,000 0
   Massachusetts Wealth Management 61 - 2024-03-31 5,790 $861,000 0
   AR ASSET MANAGEMENT INC 72 - 2023-12-31 5,100 $802,000 0
   swisspartners Ltd. 35 - 2022-12-31 4,600 $800,000 0
   Hapanowicz & Associates Financial Services Inc 14 - 2023-12-31 4,964 $780,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH - 2024-03-31 5,226 $777,000 0
   Access Investment Management LLC - 2024-03-31 5,100 $758,000 0
   SOUTHEAST ASSET ADVISORS INC. 98 - 2023-12-31 4,745 $746,000 0
   LONGFELLOW INVESTMENT MANAGEMENT CO LTD PARTNERSHI 67 - 2023-12-31 4,737 $745,000 0
   CPR Investments Inc. 26 - 2024-03-31 5,000 $743,000 0
   FRG Family Wealth Advisors LLC 91 - 2023-12-31 4,720 $742,000 0
   Solitude Financial Services 25 - 2024-03-31 4,800 $713,000 0
   LifeGuide Financial Advisors LLC 24 - 2024-03-31 4,686 $696,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 179 - 2024-03-31 4,750 $690,000 0
   COHEN CAPITAL MANAGEMENT, INC. 96 - 2023-12-31 4,250 $668,000 0
   DE BURLO GROUP INC 66 - 2023-12-31 4,194 $654,000 0
   CKW FINANCIAL GROUP 31 - 2024-03-31 4,301 $635,000 0
   S.A. Mason LLC 76 - 2024-03-31 4,011 $596,000 0
   S&CO INC 143 - 2023-12-31 3,770 $592,000 0
   Curbstone Financial Management Corp 145 - 2024-03-31 3,928 $584,000 0
   CENTRAL VALLEY ADVISORS LLC 76 - 2024-03-31 3,515 $522,000 0
   VIAWEALTH LLC 95 - 2023-12-31 3,309 $520,000 0
   Meridian Wealth Advisors LLC 108 - 2023-12-31 3,297 $518,000 0
   FUKOKU MUTUAL LIFE INSURANCE CO 124 - 2023-12-31 3,160 $497,000 0
   Strait & Sound Wealth Management LLC 54 - 2023-12-31 3,212 $496,000 0
   MidWestOne Financial Group Inc. 201 - 2023-12-31 3,150 $495,000 0
   Montis Financial LLC 48 - 2024-03-31 3,234 $481,000 0
   BBK Capital Partners LLC 177 - 2023-12-31 3,012 $474,000 0
   LMG Wealth Partners LLC - 2024-03-31 3,185 $473,000 0
   Sterling Financial Planning Inc. 73 - 2023-12-31 2,975 $468,000 0
   E&G Advisors LP 122 - 2024-03-31 3,069 $456,000 0
   LEDYARD NATIONAL BANK 147 - 2023-12-31 2,834 $446,000 0
   Luken Investment Analytics LLC 34 - 2024-03-31 2,919 $434,000 0
   Atlas Wealth LLC 51 - 2023-12-31 2,751 $429,000 0
   STAR Financial Bank - 2024-03-31 2,858 $425,000 0
   Mechanics Financial Corp - 2024-03-31 2,802 $416,000 0
   Leisure Capital Management 103 - 2023-12-31 2,645 $416,000 0
   Gray Wealth Management Inc. - 2024-03-31 2,769 $412,000 0
   FOUNDERS CAPITAL MANAGEMENT LLC 65 - 2024-03-31 2,698 $401,000 0
   SUNCOAST EQUITY MANAGEMENT - 2024-03-31 2,652 $394,000 0
   EUDAIMONIA ADVISORS LLC 118 - 2024-03-31 2,641 $393,000 0
  100 Records found
  1    
  Page 1 of 1
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