Dark
Light
System
Security
UNITED PARCEL SERVICE INC
UNITED PARCEL SERVICE INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 1,303 Institutional holders with a total value of $53,030,812,682.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Lenox Wealth Advisors, LLC 192 21,000 0.00%
52 AGF INVESTMENTS INC. 200 22,000 0.00%
53 SARGENT BICKHAM LAGUDIS LLC 199 22,000 0.00%
54 Brick & Kyle, Associates 200 22,000 0.00%
55 Abacus FCF Advisors LLC 224 24,000 0.00%
56 Tarbox Family Office, Inc. 248 27,000 0.00%
57 Barnett & Company, Inc. 243 27,000 0.00%
58 NEW YORK LIFE TRUST CO 246 27,000 0.00%
59 DUNCKER STREETT & CO INC 255 28,000 0.00%
60 Stonehage Fleming Financial Services Holdings Ltd 258 28,000 0.00%
61 ARMBRUSTER CAPITAL MANAGEMENT, INC. 263 29,000 0.00%
62 WESPAC ADVISORS SOCAL, LLC 273 29,855 0.00%
63 MV CAPITAL MANAGEMENT, INC. 276 30,000 0.00%
64 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 296 32,000 0.00%
65 BRAVE ASSET MANAGEMENT INC 300 33,000 0.00%
66 BALDWIN WEALTH PARTNERS LLC/MA 312 34,000 0.00%
67 CRIBSTONE CAPITAL MANAGEMENT, LLC 325 35,000 0.00%
68 Stephens Investment Management Group LLC 330 36,000 0.00%
69 Allworth Financial LP 337 37,000 0.00%
70 Winslow, Evans & Crocker, Inc. 344 37,512 0.00%
71 KINGS POINT CAPITAL MANAGEMENT 350 38,000 0.00%
72 PITTENGER & ANDERSON INC 350 38,000 0.00%
73 JACOBI CAPITAL MANAGEMENT LLC 361 39,000 0.00%
74 FIRST NATIONAL BANK SIOUX FALLS 361 39,000 0.00%
75 MACROVIEW INVESTMENT MANAGEMENT LLC 370 40,000 0.00%
76 HAP Trading, LLC 10,200 41,000 0.00% Call
77 Gemmer Asset Management LLC 383 42,000 0.00%
78 ADVANTAGE INVESTMENT MANAGEMENT, LLC 392 43,000 0.00%
79 Whitnell & Co. 400 44,000 0.00%
80 KRILOGY FINANCIAL LLC 400 44,000 0.00%
81 TAYLOR WEALTH MANAGEMENT PARTNERS 430 47,000 0.00%
82 COCONUT GROVE BANK 465 51,000 0.00%
83 Winfield Associates, Inc. 475 52,000 0.00%
84 FT OPTIONS LLC 20,000 56,000 0.00% Call
85 RISK PARADIGM GROUP, LLC 518 56,648 0.00%
86 BRUDERMAN ASSET MANAGEMENT, LLC 534 58,000 0.00%
87 SONORA INVESTMENT MANAGEMENT, LLC 596 65,179 0.00%
88 M&R CAPITAL MANAGEMENT INC 625 68,000 0.00%
89 MARK SHEPTOFF FINANCIAL PLANNING, LLC 625 68,000 0.00%
90 ADVISORY RESEARCH INC 720 70,000 0.00%
91 PEOPLES FINANCIAL SERVICES CORP. 650 71,000 0.00%
92 ADIRONDACK TRUST CO 648 71,000 0.00%
93 Vantage Investment Advisors, LLC 661 72,000 0.00%
94 THOMPSON DAVIS & CO., INC. 667 73,000 0.00%
95 Parasol Investment Management, LLC 665 73,000 0.00%
96 Hudock, Inc. 684 74,000 0.00%
97 Joel Isaacson & Co., LLC 700 77,000 0.00%
98 West Oak Capital, LLC 763 83,442 0.00%
99 Parkside Financial Bank & Trust 812 89,000 0.00%
100 WEALTHPLAN PARTNERS, LLC 839 91,052 0.00%
Page 2 of 27

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.