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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 11,055 | $236.9 萬 | 0.13% | +11,055 | 新進 |
| Gabelli Funds LLC | 11,100 | $237.9 萬 | 0.02% | +50+0.5% | 加碼 |
| Pitcairn Co | 11,123 | $238.4 萬 | 0.15% | +1,350+13.8% | 加碼 |
| Harrington Investments, INC | 11,136 | $238.7 萬 | 1.28% | −740−6.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 11,202 | $238.8 萬 | 0.23% | +742+7.1% | 加碼 |
| Howland Capital Management LLC | 11,180 | $239.6 萬 | 0.12% | −28−0.2% | 減碼 |
| Gamble Jones Investment Counsel | 11,228 | $240.7 萬 | 0.14% | 00.0% | 不變 |
| Private Trust Co NA | 11,279 | $241.8 萬 | 0.33% | +30.0% | 加碼 |
| TD Private Client Wealth LLC | 11,310 | $242.4 萬 | 0.10% | −521−4.4% | 減碼 |
| True North Advisors, LLC | 11,328 | $242.8 萬 | 0.41% | +83+0.7% | 加碼 |
| Cary Street Partners Asset Management LLC | 11,327 | $242.8 萬 | 0.52% | +9,997+751.7% | 加碼 |
| Logan Capital Management Inc | 11,419 | $244.8 萬 | 0.11% | +119+1.1% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,126 | $244.9 萬 | 1.03% | +26+0.2% | 加碼 |
| Hedges Asset Management LLC | 11,428 | $244.9 萬 | 1.90% | +11,428 | 新進 |
| Capital Insight Partners, LLC | 11,453 | $245.5 萬 | 0.50% | −1,347−10.5% | 減碼 |
| Cypress Capital Group | 11,459 | $245.7 萬 | 0.31% | +6,174+116.8% | 加碼 |
| Deseret Mutual Benefit Administrators | 11,484 | $246.1 萬 | 0.41% | −1,173−9.3% | 減碼 |
| Geneos Wealth Management Inc. | 11,511 | $246.7 萬 | 0.09% | +238+2.1% | 加碼 |
| Natixis | 11,551 | $247.6 萬 | 0.01% | −109,799−90.5% | 減碼 |
| Optimum Investment Advisors | 11,668 | $250.1 萬 | 0.97% | −998−7.9% | 減碼 |
| Great Valley Advisor Group, Inc. | 13,136 | $251.2 萬 | 0.16% | +10+0.1% | 加碼 |
| IFP Advisors, Inc | 11,695 | $251.5 萬 | 0.05% | −58−0.5% | 減碼 |
| Monarch Capital Management Inc | 11,778 | $252.4 萬 | 0.65% | +457+4.0% | 加碼 |
| Gifford Fong Associates | 11,800 | $252.9 萬 | 0.44% | 00.0% | 不變 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 11,807 | $253.1 萬 | 1.55% | −52,313−81.6% | 減碼 |
| Veriti Management LLC | 11,845 | $253.9 萬 | 0.33% | +638+5.7% | 加碼 |
| SWS Partners | 11,858 | $254.2 萬 | 1.45% | −300−2.5% | 減碼 |
| Cox Capital Mgt LLC | 11,859 | $254.2 萬 | 1.50% | +102+0.9% | 加碼 |
| Neville Rodie & Shaw Inc | 11,862 | $254.3 萬 | 0.18% | −200−1.7% | 減碼 |
| Siena Capital LLC | 11,884 | $254.7 萬 | 1.46% | +11,884 | 新進 |
| GHP Investment Advisors, Inc. | 11,949 | $256.1 萬 | 0.18% | −67−0.6% | 減碼 |
| IBM Retirement Fund | 12,050 | $258.3 萬 | 0.32% | −8,413−41.1% | 減碼 |
| Ieq Capital, LLC | 12,053 | $258.4 萬 | 0.06% | +103+0.9% | 加碼 |
| Granite Investment Partners, LLC | 12,123 | $259.8 萬 | 0.08% | −40−0.3% | 減碼 |
| Smith, Salley & Associates | 12,145 | $260.3 萬 | 0.18% | +238+2.0% | 加碼 |
| Fulton Bank, N.A. | 12,156 | $260.6 萬 | 0.11% | −126−1.0% | 減碼 |
| Am Investment Strategies LLC | 12,206 | $261.6 萬 | 0.63% | +26+0.2% | 加碼 |
| IndexIQ Advisors LLC | 12,212 | $261.8 萬 | 0.09% | −347−2.8% | 減碼 |
| Empirical Finance, LLC | 12,257 | $262.7 萬 | 0.31% | +3,323+37.2% | 加碼 |
| Camden Capital, LLC | 12,265 | $262.9 萬 | 0.56% | −1,395−10.2% | 減碼 |
| Ballentine Partners, LLC | 12,268 | $263.0 萬 | 0.08% | +729+6.3% | 加碼 |
| Central Trust Co | 12,304 | $263.8 萬 | 0.07% | +47+0.4% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 12,322 | $264.1 萬 | 0.73% | +153+1.3% | 加碼 |
| Schnieders Capital Management LLC | 12,321 | $264.1 萬 | 0.62% | +345+2.9% | 加碼 |
| Arabesque Asset Management Ltd | 12,328 | $264.2 萬 | 0.76% | −9,860−44.4% | 減碼 |
| TrimTabs Asset Management, LLC | 12,409 | $265.9 萬 | 1.31% | 00.0% | 不變 |
| Saturna Capital CORP | 12,422 | $266.3 萬 | 0.05% | +670+5.7% | 加碼 |
| Patriot Investment Management Inc. | 12,499 | $267.9 萬 | 0.23% | −82−0.7% | 減碼 |
| Altium Wealth Management LLC | 12,545 | $268.9 萬 | 0.17% | +376+3.1% | 加碼 |
| Excalibur Management Corp | 12,555 | $269.1 萬 | 1.09% | −50−0.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 12,571 | $269.4 萬 | 0.05% | +1,345+12.0% | 加碼 |
| Quantbot Technologies LP | 12,588 | $269.8 萬 | 0.22% | +7,197+133.5% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 12,611 | $270.3 萬 | 1.03% | +249+2.0% | 加碼 |
| Wetherby Asset Management Inc | 12,608 | $270.3 萬 | 0.15% | +275+2.2% | 加碼 |
| Forte Capital LLC | 12,618 | $270.5 萬 | 0.34% | −430−3.3% | 減碼 |
| Frontier Wealth Management LLC | 12,624 | $270.6 萬 | 0.18% | −12,500−49.8% | 減碼 |
| Proquility Private Wealth Partners, LLC | 12,283 | $271.1 萬 | 0.95% | −4,998−28.9% | 減碼 |
| Belpointe Asset Management LLC | 12,678 | $271.8 萬 | 0.17% | +6,495+105.0% | 加碼 |
| Van Eck Associates Corp | 12,685 | $271.9 萬 | 0.01% | −931−6.8% | 減碼 |
| Benedetti & Gucer, Inc. | 12,777 | $273.8 萬 | 1.86% | −20−0.2% | 減碼 |
| Trust Co of Vermont | 12,870 | $275.9 萬 | 0.17% | +348+2.8% | 加碼 |
| Loudon Investment Management, LLC | 12,879 | $276.0 萬 | 1.76% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 12,836 | $276.1 萬 | 0.15% | +153+1.2% | 加碼 |
| Apollon Wealth Management, LLC | 12,903 | $276.6 萬 | 0.22% | +7,093+122.1% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 12,890 | $276.7 萬 | 0.20% | +5,313+70.1% | 加碼 |
| Phoenix Wealth Advisors | 12,919 | $276.9 萬 | 2.09% | −476−3.6% | 減碼 |
| Truvestments Capital LLC | 12,941 | $277.4 萬 | 1.39% | +39+0.3% | 加碼 |
| Cordatus Wealth Management LLC | 12,992 | $278.5 萬 | 0.82% | +12,992 | 新進 |
| Gladstone Institutional Advisory LLC | 13,055 | $279.8 萬 | 0.22% | −279−2.1% | 減碼 |
| Bridges Investment Management Inc | 13,082 | $280.3 萬 | 0.08% | +234+1.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 13,139 | $281.6 萬 | 0.10% | +143+1.1% | 加碼 |
| Wimmer Associates 1, LLC | 13,165 | $282.2 萬 | 1.51% | −66−0.5% | 減碼 |
| Alps Advisors Inc | 13,236 | $283.7 萬 | 0.03% | −1,026−7.2% | 減碼 |
| Addison Capital Co | 13,316 | $285.4 萬 | 1.28% | −150−1.1% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 13,543 | $286.0 萬 | 0.39% | +996+7.9% | 加碼 |
| Virginia Wealth Management Group, Inc. | 13,367 | $286.5 萬 | 2.58% | +13,367 | 新進 |
| Institute for Wealth Management, LLC. | 13,380 | $286.8 萬 | 0.47% | +34+0.3% | 加碼 |
| Mengis Capital Management, Inc. | 13,384 | $286.8 萬 | 0.54% | +601+4.7% | 加碼 |
| Laffer Tengler Investments | 13,416 | $287.6 萬 | 0.83% | −40−0.3% | 減碼 |
| Bristlecone Advisors, LLC | 13,435 | $288.0 萬 | 0.35% | −400−2.9% | 減碼 |
| HB Wealth Management, LLC | 13,452 | $288.3 萬 | 0.06% | +13,452 | 新進 |
| Avidian Wealth Solutions, LLC | 13,471 | $288.7 萬 | 0.18% | +1,766+15.1% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 13,479 | $288.9 萬 | 1.85% | +113+0.8% | 加碼 |
| GSB Wealth Management, LLC | 13,516 | $289.7 萬 | 0.83% | +13,516 | 新進 |
| Court Place Advisors, LLC | 13,535 | $290.1 萬 | 0.80% | 00.0% | 不變 |
| Sterneck Capital Management, LLC | 13,596 | $291.4 萬 | 1.72% | +1,960+16.8% | 加碼 |
| BFSG, LLC | 13,683 | $293.3 萬 | 0.41% | −306−2.2% | 減碼 |
| Tealwood Asset Management Inc | 13,700 | $293.6 萬 | 1.18% | −1,010−6.9% | 減碼 |
| Horst & Graben Wealth Management LLC | 13,724 | $294.2 萬 | 0.74% | +60.0% | 加碼 |
| Venture Visionary Partners LLC | 13,573 | $294.2 萬 | 0.19% | +863+6.8% | 加碼 |
| Garner Asset Management Corp | 13,856 | $297.0 萬 | 1.25% | +32+0.2% | 加碼 |
| Princeton Global Asset Management LLC | 13,889 | $297.7 萬 | 0.83% | −55−0.4% | 減碼 |
| SkyOak Wealth, LLC | 13,987 | $299.8 萬 | 0.76% | +126+0.9% | 加碼 |
| Ally Financial Inc. | 14,000 | $300.1 萬 | 0.27% | +6,500+86.7% | 加碼 |
| Stonebridge Capital Advisors LLC | 14,027 | $300.7 萬 | 0.33% | +855+6.5% | 加碼 |
| Jacobi Capital Management LLC | 14,091 | $302.0 萬 | 0.36% | +471+3.5% | 加碼 |
| Shoker Investment Counsel, Inc. | 14,136 | $302.9 萬 | 1.39% | −347−2.4% | 減碼 |
| Wakefield Asset Management LLLP | 14,163 | $303.6 萬 | 1.05% | +49+0.3% | 加碼 |
| Douglass Winthrop Advisors, LLC | 14,185 | $304.0 萬 | 0.07% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 14,184 | $304.0 萬 | 0.36% | +136+1.0% | 加碼 |