UPS : NYSE
Industry: Delivery Services

HOLDINGS SUMMARY

Shareholders

Top Shareholders

Large Block Owners 3,619
Total Number of Shares Held 997.7M
% Change in Ownership -4%
% Shares Owned 100%
 
Monthly Rotation Number
of Shares
Value of
Change (MM)
% of Shrs.
Outstanding
Buyers 11/22/09 51,400,433 $2,840.11 40.5%
Sellers 11/22/09 88,506,080 $4,927.97 48.2%
 
Holdings chart
Institutions:
965 Holders
$28,104,634,807 Value
70.5% Owned of O/S
Mutual Funds:
1,684 Holders
$14,138,049,254 Value
37.2% Owned of O/S
Other Major Holders:
970 Holders
$28,179,527,945 Value
70.7% Owned of O/S
Institutions
965 Holders
Mutual Funds
1,684 Holders
Other Major Holders
970 Holders
 

SHAREHOLDERS CONCENTRATION

63.6% 3.4% 0.4%

Top Institutional Holders

Concentration of Current % Held
Top 10 Institutions: Ownership by top 10 institutions Top 20 Institutions: Ownership by top 20 institutions Top 50 Institutions: Ownership by top 50 institutions All: Ownership by all institutions
Low
Avg. Turnover Rating
Capital World ...
41.6M
$2,347,570,840 +8% 5.9%
Low
Capital Research ...
37.5M
$2,117,150,652 +7% 5.3%
Low
Vanguard Group, Inc.
30.3M
$1,708,861,823 +6% 4.3%
Low
State Street ...
28.9M
$1,632,454,637 +6% 4.1%
Low
Barclays Global ...
26.7M
$1,508,236,675 +5% 3.8%
Low
Templeton ...
12.9M
$726,689,842 +3% 1.8%
Low
Fidelity ...
12.7M
$715,213,613 +3% 1.8%
Low
Wellington ...
11.3M
$638,670,787 +2% 1.6%
Low
T. Rowe Price ...
10.9M
$616,050,882 +2% 1.5%
Low
Victory Capital ...
8.5M
$479,316,118 +2% 1.2%
Moderate

Top Mutual Fund Holders

Percentage of Outstanding Shares per Holdings Style (Top 10)
Index 8.5%
Yield 5.2%
Growth 4.7%
Core Value 2.8%
Low
Avg. Turnover Rating
American Funds ...
20.2M
$1,140,044,595 +4% 2.9%
Growth
American Funds ...
18.9M
$1,067,898,523 +4% 2.7%
Yield
Vanguard 500 ...
9.5M
$477,060,919 +2% 1.4%
Index
American Funds ...
7.6M
$429,742,347 +2% 1.1%
Yield
SPDR Trust Series 1
7.4M
$395,591,110 +1% 1.0%
Index
Vanguard ...
6.8M
$339,651,106 +1% 1.0%
Index
Vanguard Total ...
6.3M
$313,460,695 +1% 0.9%
Index
Templeton Growth ...
5.5M
$308,597,821 +1% 0.8%
Deep Value
American Funds ...
5.0M
$282,350,000 +1% 0.7%
Core Value
Vanguard ...
4.3M
$217,963,794 +1% 0.6%
Yield