United Parcel Service Inc
UPS- 交易所
- NYSE
- 產業
- Trucking & Courier Services (No Air)
- SEC CIK
- 0001090727
近 90 天，United Parcel Service Inc 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 2,147 家機構在 13F 申報持有，市值合計 $573.1 億；沒有大師持有。
2021 年第 4 季 13F 持有人
United Parcel Service Inc 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,235
- 較 2021 年第 3 季 +289 家
- 持有股數
- 5.05 億
- 較 2021 年第 3 季 +237.7 萬 (+0.5%)
- 總市值
- $1,082 億
- 較 2021 年第 3 季 +$165.7 億 (+18.1%)
- 新進機構
- 374
- 另有 895 家加碼
- 清倉機構
- 85
- 另有 706 家減碼
另有 38 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 UPS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,147 | $573.1 億 |
| 2026 年第 1 季 | 2,120 | $494.1 億 |
| 2025 年第 4 季 | 2,125 | $501.8 億 |
| 2025 年第 3 季 | 1,950 | $394.4 億 |
| 2025 年第 2 季 | 2,116 | $503.7 億 |
| 2025 年第 1 季 | 2,202 | $553.9 億 |
| 2024 年第 4 季 | 2,293 | $648.1 億 |
| 2024 年第 3 季 | 2,169 | $699.5 億 |
| 2024 年第 2 季 | 2,182 | $709.6 億 |
| 2024 年第 1 季 | 2,220 | $762.7 億 |
| 2023 年第 4 季 | 2,269 | $808.0 億 |
| 2023 年第 3 季 | 2,210 | $788.5 億 |
| 2023 年第 2 季 | 2,258 | $910.2 億 |
| 2023 年第 1 季 | 2,267 | $1,001 億 |
| 2022 年第 4 季 | 2,237 | $896.3 億 |
| 2022 年第 3 季 | 2,131 | $838.2 億 |
| 2022 年第 2 季 | 2,152 | $952.6 億 |
| 2022 年第 1 季 | 2,243 | $1,100 億 |
| 2021 年第 4 季 | 2,235 | $1,082 億 |
| 2021 年第 3 季 | 1,984 | $917.2 億 |
| 2021 年第 2 季 | 2,018 | $1,046 億 |
| 2021 年第 1 季 | 1,966 | $841.7 億 |
2021 年第 4 季持有機構
每家機構持有 United Parcel Service Inc 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lantz Financial LLC | 4,316 | $92.5 萬 | 0.43% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 4,318 | $92.5 萬 | 0.07% | +256+6.3% | 加碼 |
| SBB Research Group LLC | 4,327 | $92.8 萬 | 0.14% | +4,327 | 新進 |
| Eqis Capital Management, Inc. | 4,333 | $92.9 萬 | 0.07% | +175+4.2% | 加碼 |
| MKT Advisors LLC | 4,680 | $93.1 萬 | 0.73% | +4,680 | 新進 |
| Glen Eagle Advisors, LLC | 4,376 | $93.8 萬 | 0.24% | +65+1.5% | 加碼 |
| Echo Street Capital Management LLC | 4,409 | $94.5 萬 | 0.01% | +4,409 | 新進 |
| Harrison & Co Wealth Management, LLC | 4,420 | $94.7 萬 | 0.80% | +4,420 | 新進 |
| Principle Wealth Partners LLC | 4,456 | $95.5 萬 | 0.10% | +177+4.1% | 加碼 |
| Western Financial Corporation | 4,470 | $95.8 萬 | 0.50% | +581+14.9% | 加碼 |
| Signet Financial Management, LLC | 4,474 | $95.9 萬 | 0.15% | +39+0.9% | 加碼 |
| Palumbo Wealth Management LLC | 4,476 | $95.9 萬 | 0.60% | +148+3.4% | 加碼 |
| Cooper Financial Group | 4,488 | $96.2 萬 | 0.36% | −372−7.7% | 減碼 |
| HM Payson & Co | 4,494 | $96.3 萬 | 0.02% | +11+0.2% | 加碼 |
| Harbour Investments, Inc. | 4,496 | $96.4 萬 | 0.06% | −9,842−68.6% | 減碼 |
| JFS Wealth Advisors, LLC | 4,533 | $97.2 萬 | 0.09% | +294+6.9% | 加碼 |
| WestHill Financial Advisors, Inc. | 4,538 | $97.3 萬 | 0.27% | +10.0% | 加碼 |
| Lyell Wealth Management, LP | 4,543 | $97.4 萬 | 0.11% | +33+0.7% | 加碼 |
| IVC Wealth Advisors LLC | 4,559 | $97.7 萬 | 0.63% | −258−5.4% | 減碼 |
| Segment Wealth Management, LLC | 4,560 | $97.7 萬 | 0.10% | +1,689+58.8% | 加碼 |
| Assetmark, Inc | 4,569 | $97.9 萬 | 0.00% | +846+22.7% | 加碼 |
| Barr E S & Co | 4,577 | $98.1 萬 | 0.07% | −37−0.8% | 減碼 |
| Country Trust Bank | 4,591 | $98.4 萬 | 0.03% | +3,644+384.8% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 4,600 | $98.6 萬 | 0.44% | +443+10.7% | 加碼 |
| Eads & Heald Wealth Management | 4,640 | $99.4 萬 | 0.43% | +142+3.2% | 加碼 |
| Valmark Advisers, Inc. | 4,640 | $99.5 萬 | 0.02% | +148+3.3% | 加碼 |
| Orion Portfolio Solutions, LLC | 4,646 | $99.6 萬 | 0.03% | +210+4.7% | 加碼 |
| NVWM, LLC | 4,655 | $99.8 萬 | 0.31% | +82+1.8% | 加碼 |
| Legacy Financial Advisors, Inc. | 4,654 | $99.8 萬 | 0.23% | +376+8.8% | 加碼 |
| Elk River Wealth Management, LLC | 4,664 | $100.0 萬 | 0.23% | −150−3.1% | 減碼 |
| Evermay Wealth Management LLC | 4,668 | $100.1 萬 | 0.18% | +300+6.9% | 加碼 |
| Barings LLC | 4,677 | $100.2 萬 | 0.03% | −673−12.6% | 減碼 |
| Capital Asset Advisory Services LLC | 4,673 | $100.2 萬 | 0.11% | −622−11.7% | 減碼 |
| Banque Pictet & Cie SA | 4,677 | $100.2 萬 | 0.01% | +185+4.1% | 加碼 |
| Diversified Trust Co | 4,699 | $100.7 萬 | 0.03% | −86−1.8% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,705 | $100.8 萬 | 0.18% | 00.0% | 不變 |
| Wealth Management Partners, LLC | 5,000 | $101.5 萬 | 0.70% | +64+1.3% | 加碼 |
| Main Street Financial Solutions, LLC | 4,740 | $101.6 萬 | 0.14% | −546−10.3% | 減碼 |
| Stoneridge Investment Partners LLC | 4,750 | $101.8 萬 | 0.47% | 00.0% | 不變 |
| Busey Wealth Management | 4,759 | $102.0 萬 | 0.04% | +3+0.1% | 加碼 |
| Teamwork Financial Advisors, LLC | 4,793 | $102.7 萬 | 0.19% | −559−10.4% | 減碼 |
| Walter & Keenan Financial Consulting Co | 4,790 | $102.7 萬 | 0.33% | +10.0% | 加碼 |
| Chicago Capital, LLC | 4,790 | $102.7 萬 | 0.04% | +43+0.9% | 加碼 |
| GYL Financial Synergies, LLC | 4,801 | $102.9 萬 | 0.28% | +138+3.0% | 加碼 |
| City State Bank | 4,800 | $102.9 萬 | 0.63% | +4,800 | 新進 |
| Boston Family Office LLC | 4,816 | $103.2 萬 | 0.07% | +1,954+68.3% | 加碼 |
| Paloma Partners Management Co | 4,813 | $103.2 萬 | 0.03% | +4,813 | 新進 |
| Wealth Alliance | 4,821 | $103.4 萬 | 0.21% | +302+6.7% | 加碼 |
| Strategic Wealth Designers | 4,828 | $103.5 萬 | 0.27% | −180−3.6% | 減碼 |
| ProVise Management Group, LLC | 4,830 | $103.5 萬 | 0.09% | +1,039+27.4% | 加碼 |
| Range Financial Group LLC | 4,832 | $103.6 萬 | 0.68% | +203+4.4% | 加碼 |
| Pettee Investors, Inc. | 4,840 | $103.7 萬 | 0.43% | 00.0% | 不變 |
| Rothschild Investment Corp | 4,838 | $103.7 萬 | 0.08% | +400+9.0% | 加碼 |
| Peterson Wealth Management | 4,853 | $104.0 萬 | 0.69% | +167+3.6% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,868 | $104.3 萬 | 0.01% | 00.0% | 不變 |
| Advisor Resource Council | 4,876 | $104.5 萬 | 0.08% | +4,876 | 新進 |
| Dividend Assets Capital, LLC | 4,878 | $104.6 萬 | 0.19% | 00.0% | 不變 |
| Asset Allocation & Management Company, LLC | 4,880 | $104.6 萬 | 0.35% | +4,880 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 4,900 | $105.0 萬 | 0.21% | +347+7.6% | 加碼 |
| Regal Investment Advisors LLC | 4,913 | $105.3 萬 | 0.09% | −659−11.8% | 減碼 |
| JBJ Investment Partners, LLC | 4,928 | $105.6 萬 | 0.22% | −2,833−36.5% | 減碼 |
| Smith, Moore & Co. | 4,929 | $105.6 萬 | 0.15% | −20−0.4% | 減碼 |
| Ancora Advisors, LLC | 4,938 | $105.8 萬 | 0.03% | −762−13.4% | 減碼 |
| Southeast Asset Advisors Inc. | 4,945 | $106.0 萬 | 0.15% | −3−0.1% | 減碼 |
| Lindbrook Capital, LLC | 4,952 | $106.1 萬 | 0.16% | +4,225+581.2% | 加碼 |
| Oakworth Capital, Inc. | 4,968 | $106.5 萬 | 0.09% | +793+19.0% | 加碼 |
| Engine No. 1 LLC | 4,990 | $107.0 萬 | 0.22% | +1,055+26.8% | 加碼 |
| Legacy Advisors, LLC | 5,012 | $107.4 萬 | 0.39% | −75−1.5% | 減碼 |
| First National Bank of South Miami | 5,015 | $107.5 萬 | 0.65% | +396+8.6% | 加碼 |
| DAGCO, Inc. | 5,023 | $107.7 萬 | 0.42% | −599−10.7% | 減碼 |
| Terry L. Blaker | 5,028 | $107.8 萬 | 0.08% | −86−1.7% | 減碼 |
| Annex Advisory Services, LLC | 5,030 | $107.8 萬 | 0.07% | +258+5.4% | 加碼 |
| Mirabella Financial Services LLP | 5,031 | $107.8 萬 | 0.11% | +5,031 | 新進 |
| ZWJ Investment Counsel Inc | 5,035 | $107.9 萬 | 0.06% | 00.0% | 不變 |
| 1st Source Bank | 5,044 | $108.1 萬 | 0.06% | −361−6.7% | 減碼 |
| Community Trust & Investment Co | 5,100 | $109.3 萬 | 0.08% | −60−1.2% | 減碼 |
| Ar Asset Management Inc | 5,100 | $109.3 萬 | 0.28% | 00.0% | 不變 |
| VeraBank, N.A. | 5,106 | $109.4 萬 | 0.55% | +257+5.3% | 加碼 |
| Intellectus Partners, LLC | 5,112 | $109.6 萬 | 0.28% | −359−6.6% | 減碼 |
| Park Avenue Securities LLC | 5,134 | $110.0 萬 | 0.02% | −50−1.0% | 減碼 |
| 55I, LLC | 5,140 | $110.2 萬 | 0.03% | +5,140 | 新進 |
| CPR Investments Inc. | 5,140 | $110.2 萬 | 0.79% | +5,140 | 新進 |
| Quadrant Capital Group LLC | 5,148 | $110.3 萬 | 0.13% | +1,962+61.6% | 加碼 |
| Hyman Charles D | 5,158 | $110.6 萬 | 0.07% | −80−1.5% | 減碼 |
| DT Investment Partners, LLC | 5,178 | $111.0 萬 | 0.14% | −301−5.5% | 減碼 |
| Roman Butler Fullerton & Co | 5,177 | $111.0 萬 | 0.49% | +5,177 | 新進 |
| Buttonwood Financial Advisors Inc. | 5,177 | $111.0 萬 | 1.09% | +5,177 | 新進 |
| Silicon Valley Community Foundation | 5,185 | $111.1 萬 | 0.07% | +5,185 | 新進 |
| First Affirmative Financial Network | 5,186 | $111.2 萬 | 1.02% | −120−2.3% | 減碼 |
| Marino, Stram & Associates LLC | 5,186 | $111.2 萬 | 0.34% | +175+3.5% | 加碼 |
| Shelton Capital Management | 5,192 | $111.3 萬 | 0.04% | −48−0.9% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 5,194 | $111.3 萬 | 0.09% | +3,608+227.5% | 加碼 |
| Vanguard Capital Wealth Advisors | 5,210 | $111.6 萬 | 0.80% | +941+22.0% | 加碼 |
| Barden Capital Management, Inc. | 5,213 | $111.7 萬 | 1.06% | +5,213 | 新進 |
| Boyd Watterson Asset Management LLC | 5,233 | $112.2 萬 | 0.37% | −7−0.1% | 減碼 |
| Allred Capital Management, LLC | 5,239 | $112.3 萬 | 0.54% | −38−0.7% | 減碼 |
| Affinity Wealth Management LLC | 5,502 | $112.4 萬 | 0.23% | 00.0% | 不變 |
| Verition Fund Management LLC | 5,244 | $112.4 萬 | 0.01% | +1,642+45.6% | 加碼 |
| Braun-Bostich & Associates Inc. | 5,502 | $112.4 萬 | 0.27% | +3,081+127.3% | 加碼 |
| LifeGuide Financial Advisors, LLC | 5,244 | $112.4 萬 | 0.84% | +5,244 | 新進 |