Filing Research | UPS - UNITED PARCEL SVCS INC Institutional Holdings

Snapshot holdings

50 / 689 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.1MSH	$116.7M
2	Merit Financial Group, LLC	Shares	848.6KSH	$91.2M
3	DAVENPORT & Co LLC	Shares	841.5KSH	$90.6M
4	Mirae Asset Global Investments Co., Ltd.	Shares	825.7KSH	$88.8M
5	Assenagon Asset Management S.A.	Shares	797.2KSH	$85.7M
6	Accredited Investors Inc.	Shares	784.0KSH	$84.3M
7	WestEnd Advisors, LLC	Shares	379.6KSH	$40.8M
8	CACTI ASSET MANAGEMENT LLC	Shares	361.6KSH	$38.9M
9	Swedbank AB	Shares	344.7KSH	$37.1M
10	Boston Trust Walden Corp	Shares	331.5KSH	$35.6M
11	AEGON ASSET MANAGEMENT UK PLC	Shares	297.4KSH	$32.0M
12	Arbejdsmarkedets Tillaegspension	Shares	252.7KSH	$27.2M
13	Nexus Investment Management ULC	Shares	213.2KSH	$22.9M
14	Czech National Bank	Shares	212.5KSH	$22.8M
15	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	CALL	203.1KPRN	$21.8M
16	GODSEY & GIBB, INC	Shares	192.1KSH	$20.7M
17	J.W. COLE ADVISORS, INC.	Shares	178.8KSH	$19.2M
18	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	171.4KSH	$18.4M
19	Townsend & Associates, Inc	Shares	159.4KSH	$18.0M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	164.9KSH	$17.7M
21	Sound Income Strategies, LLC	Shares	155.4KSH	$16.7M
22	D.A. DAVIDSON & CO.	Shares	154.7KSH	$16.6M
23	IFM Investors Pty Ltd	Shares	149.8KSH	$16.1M
24	Gradient Investments LLC	Shares	138.7KSH	$14.9M
25	Robeco Institutional Asset Management B.V.	Shares	134.6KSH	$14.5M
26	ISTHMUS PARTNERS, LLC	Shares	129.7KSH	$13.9M
27	QRG CAPITAL MANAGEMENT, INC.	Shares	124.8KSH	$13.4M
28	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	120.8KSH	$13.0M
29	LEE DANNER & BASS INC	Shares	120.3KSH	$12.9M
30	ASR Vermogensbeheer N.V.	Shares	116.8KSH	$12.6M
31	FOUNDERS CAPITAL MANAGEMENT, LLC	Shares	114.9KSH	$12.4M
32	TrueMark Investments, LLC	Shares	114.9KSH	$12.4M
33	Bell Bank	Shares	112.9KSH	$12.1M
34	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	112.5KSH	$12.1M
35	Police & Firemen's Retirement System of New Jersey	Shares	112.3KSH	$12.1M
36	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	111.7KSH	$12.0M
37	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	104.4KSH	$11.4M
38	Avanza Fonder AB	Shares	100.4KSH	$10.8M
39	Gilman Hill Asset Management, LLC	Shares	97.2KSH	$10.4M
40	PensionDanmark Pensionsforsikringsaktieselskab	Shares	95.9KSH	$10.3M
41	Sage Capital Advisors,llc	Shares	95.8KSH	$10.3M
42	San Luis Wealth Advisors LLC	Shares	95.5KSH	$10.3M
43	SOUTHERN CAPITAL ADVISORS, LLC	Shares	91.6KSH	$9.8M
44	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	90.0KSH	$9.7M
45	Mountain Hill Investment Partners Corp.	Shares	87.6KSH	$9.4M
46	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	86.8KSH	$9.3M
47	Clark & Stuart, Inc	Shares	85.6KSH	$9.2M
48	Powszechne Towarzystwo Emerytalne Allianz Polska S.A.	Shares	84.6KSH	$9.1M
49	FRANKLIN STREET ADVISORS INC /NC	Shares	83.5KSH	$9.0M
50	INTACT INVESTMENT MANAGEMENT INC.	Shares	83.5KSH	$9.0M

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Manager changes2026-06-30 vs 2026-03-31

50 / 719 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+728.9K	+$79.0M	$85.7M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+450.3K	+$58.2M	$116.7M
3	WestEnd Advisors, LLC new	Shares	+379.6K	+$40.8M	$40.8M
4	JAMISON PRIVATE WEALTH MANAGEMENT, INC. new	CALL	+203.1K	+$21.8M	$21.8M
5	Mirae Asset Global Investments Co., Ltd. added	Shares	+130.4K	+$20.4M	$88.8M
6	J.W. COLE ADVISORS, INC. new	Shares	+178.8K	+$19.2M	$19.2M
7	Merit Financial Group, LLC added	Shares	+33.5K	+$11.0M	$91.2M
8	AEGON ASSET MANAGEMENT UK PLC added	Shares	+68.2K	+$9.4M	$32.0M
9	Accredited Investors Inc. added	Shares	+275	+$7.2M	$84.3M
10	Fideuram Asset Management (Ireland) dac added	Shares	+47.1K	+$4.9M	$5.4M
11	Kessler Investment Group, LLC new	Shares	+41.2K	+$4.4M	$4.4M
12	Mayflower Financial Advisors, LLC added	Shares	+40.1K	+$4.4M	$4.8M
13	Merit Financial Group, LLC unchanged	PUT	0	+$4.3M	$4.4M
14	San Luis Wealth Advisors LLC added	Shares	+31.2K	+$3.9M	$10.3M
15	Brookstone Capital Management added	Shares	+29.3K	+$3.5M	$7.6M
16	ASR Vermogensbeheer N.V. added	Shares	+24.8K	+$3.5M	$12.6M
17	Swedbank AB added	Shares	+2.3K	+$3.4M	$37.1M
18	CACTI ASSET MANAGEMENT LLC unchanged	Shares	0	+$3.3M	$38.9M
19	Czech National Bank added	Shares	+11.2K	+$3.0M	$22.8M
20	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+21.1K	+$3.0M	$10.3M
21	IFM Investors Pty Ltd added	Shares	+15.6K	+$2.9M	$16.1M
22	TrueMark Investments, LLC added	Shares	+15.0K	+$2.5M	$12.4M
23	GC Wealth Management RIA, LLC added	Shares	+22.6K	+$2.5M	$3.1M
24	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+16.5K	+$2.4M	$9.0M
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC unchanged	PUT	0	+$2.3M	$2.3M
26	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added	Shares	+10.4K	+$2.1M	$12.1M
27	QRG CAPITAL MANAGEMENT, INC. added	Shares	+8.4K	+$2.0M	$13.4M
28	Boston Trust Walden Corp trimmed	Shares	-11.2K	+$1.9M	$35.6M
29	Arbejdsmarkedets Tillaegspension trimmed	Shares	-4.7K	+$1.8M	$27.2M
30	Trust Investment Advisors added	Shares	+16.7K	+$1.8M	$2.1M
31	GODSEY & GIBB, INC added	Shares	+77	+$1.8M	$20.7M
32	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added	Shares	+1.7K	+$1.7M	$18.4M
33	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+5.8K	+$1.7M	$13.0M
34	Townsend & Associates, Inc added	Shares	+3.8K	+$1.6M	$18.0M
35	Avanza Fonder AB added	Shares	+7.2K	+$1.6M	$10.8M
36	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+9.9K	+$1.6M	$7.6M
37	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+3.9K	+$1.6M	$11.4M
38	Gradient Investments LLC added	Shares	+3.0K	+$1.6M	$14.9M
39	Sound Income Strategies, LLC added	Shares	+653	+$1.6M	$16.7M
40	DAVENPORT & Co LLC trimmed	Shares	-71.4K	+$1.5M	$90.6M
41	KMG FIDUCIARY PARTNERS, LLC added	Shares	+10.1K	+$1.4M	$5.0M
42	Fiduciary Alliance LLC added	Shares	+12.0K	+$1.4M	$3.5M
43	Mountain Hill Investment Partners Corp. added	Shares	+5.6K	+$1.3M	$9.4M
44	Bell Bank added	Shares	+2.8K	+$1.3M	$12.1M
45	ISTHMUS PARTNERS, LLC added	Shares	+986	+$1.3M	$13.9M
46	Sompo Asset Management Co., Ltd. added	Shares	+6.6K	+$1.3M	$7.2M
47	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+2.1K	+$1.2M	$12.0M
48	FIRST CITIZENS BANK & TRUST CO added	Shares	+7.9K	+$1.2M	$5.1M
49	Gilman Hill Asset Management, LLC added	Shares	+2.9K	+$1.2M	$10.4M
50	Envestnet Portfolio Solutions, Inc. added	Shares	+6.6K	+$1.1M	$5.9M

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