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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 4,699 | $100.7 萬 | 0.03% | −86−1.8% | 減碼 |
| 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 |
| Evermay Wealth Management LLC | 4,668 | $100.1 萬 | 0.18% | +300+6.9% | 加碼 |
| Elk River Wealth Management, LLC | 4,664 | $100.0 萬 | 0.23% | −150−3.1% | 減碼 |
| 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 |
| Orion Portfolio Solutions, LLC | 4,646 | $99.6 萬 | 0.03% | +210+4.7% | 加碼 |
| Valmark Advisers, Inc. | 4,640 | $99.5 萬 | 0.02% | +148+3.3% | 加碼 |
| Eads & Heald Wealth Management | 4,640 | $99.4 萬 | 0.43% | +142+3.2% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 4,600 | $98.6 萬 | 0.44% | +443+10.7% | 加碼 |
| Country Trust Bank | 4,591 | $98.4 萬 | 0.03% | +3,644+384.8% | 加碼 |
| Barr E S & Co | 4,577 | $98.1 萬 | 0.07% | −37−0.8% | 減碼 |
| Assetmark, Inc | 4,569 | $97.9 萬 | 0.00% | +846+22.7% | 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 |
| Lyell Wealth Management, LP | 4,543 | $97.4 萬 | 0.11% | +33+0.7% | 加碼 |
| WestHill Financial Advisors, Inc. | 4,538 | $97.3 萬 | 0.27% | +10.0% | 加碼 |
| JFS Wealth Advisors, LLC | 4,533 | $97.2 萬 | 0.09% | +294+6.9% | 加碼 |
| Harbour Investments, Inc. | 4,496 | $96.4 萬 | 0.06% | −9,842−68.6% | 減碼 |
| HM Payson & Co | 4,494 | $96.3 萬 | 0.02% | +11+0.2% | 加碼 |
| Cooper Financial Group | 4,488 | $96.2 萬 | 0.36% | −372−7.7% | 減碼 |
| 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 |
| Western Financial Corporation | 4,470 | $95.8 萬 | 0.50% | +581+14.9% | 加碼 |
| Principle Wealth Partners LLC | 4,456 | $95.5 萬 | 0.10% | +177+4.1% | 加碼 |
| Harrison & Co Wealth Management, LLC | 4,420 | $94.7 萬 | 0.80% | +4,420 | 新進 |
| Echo Street Capital Management LLC | 4,409 | $94.5 萬 | 0.01% | +4,409 | 新進 |
| Glen Eagle Advisors, LLC | 4,376 | $93.8 萬 | 0.24% | +65+1.5% | 加碼 |
| MKT Advisors LLC | 4,680 | $93.1 萬 | 0.73% | +4,680 | 新進 |
| Eqis Capital Management, Inc. | 4,333 | $92.9 萬 | 0.07% | +175+4.2% | 加碼 |
| SBB Research Group LLC | 4,327 | $92.8 萬 | 0.14% | +4,327 | 新進 |
| 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 |
| OmniStar Financial Group, Inc. | 4,313 | $92.4 萬 | 0.95% | +1,657+62.4% | 加碼 |
| Grandview Asset Management LLC | 4,312 | $92.4 萬 | 0.37% | +4,312 | 新進 |
| Profit Investment Management, LLC | 4,303 | $92.2 萬 | 0.58% | +790+22.5% | 加碼 |
| Lakeview Capital Partners, LLC | 4,278 | $91.7 萬 | 0.54% | −579−11.9% | 減碼 |
| Trustco Bank Corp N Y | 4,275 | $91.7 萬 | 0.80% | 00.0% | 不變 |
| Stiles Financial Services Inc | 4,258 | $91.3 萬 | 0.44% | +4,258 | 新進 |
| CRA Financial Services, LLC | 4,253 | $91.2 萬 | 0.27% | +45+1.1% | 加碼 |
| Perpetual Investment Management Ltd | 4,241 | $90.9 萬 | 0.10% | +125+3.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 4,212 | $90.3 萬 | 0.19% | +324+8.3% | 加碼 |
| Duality Advisers, LP | 4,208 | $90.2 萬 | 0.10% | −3,641−46.4% | 減碼 |
| Capital Square, LLC | 4,204 | $90.2 萬 | 0.62% | 00.0% | 不變 |
| S.A. Mason LLC | 4,205 | $90.1 萬 | 0.54% | 00.0% | 不變 |
| NorthRock Partners, LLC | 4,198 | $90.0 萬 | 0.07% | +1,252+42.5% | 加碼 |
| Covenant Partners, LLC | 4,188 | $89.8 萬 | 0.33% | 00.0% | 不變 |
| S&CO Inc | 4,190 | $89.8 萬 | 0.06% | 00.0% | 不變 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 4,161 | $89.2 萬 | 0.16% | −588−12.4% | 減碼 |
| Eidelman Virant Capital | 4,125 | $88.5 萬 | 0.33% | −100−2.4% | 減碼 |
| Lumature Wealth Partners, LLC | 4,131 | $88.5 萬 | 0.34% | +214+5.5% | 加碼 |
| Titleist Asset Management, Ltd. | 4,129 | $88.5 萬 | 0.18% | +4,129 | 新進 |
| S&T Bank | 4,113 | $88.1 萬 | 0.13% | 00.0% | 不變 |
| Montecito Bank & Trust | 4,103 | $88.0 萬 | 0.16% | +310+8.2% | 加碼 |
| Kanawha Capital Management LLC | 4,103 | $87.9 萬 | 0.07% | +50+1.2% | 加碼 |
| GraniteShares Advisors LLC | 4,097 | $87.8 萬 | 0.41% | +4,097 | 新進 |
| Hudson Capital Management LLC | 4,076 | $87.4 萬 | 0.32% | −8−0.2% | 減碼 |
| Krane Funds Advisors LLC | 4,065 | $87.1 萬 | 0.02% | −948−18.9% | 減碼 |
| Meridian Wealth Management, LLC | 4,058 | $87.0 萬 | 0.09% | −3,489−46.2% | 減碼 |
| Thomasville National Bank | 4,059 | $87.0 萬 | 0.08% | +37+0.9% | 加碼 |
| Investors Asset Management of Georgia Inc | 4,052 | $86.9 萬 | 0.41% | −25−0.6% | 減碼 |
| ETF Managers Group, LLC | 4,047 | $86.6 萬 | 0.02% | +192+5.0% | 加碼 |
| Lebenthal Global Advisors, LLC | 4,032 | $86.4 萬 | 0.35% | +4,032 | 新進 |
| Wilkinson Global Asset Management LLC | 4,027 | $86.3 萬 | 0.05% | −16−0.4% | 減碼 |
| First Commonwealth Financial Corp | 4,020 | $86.1 萬 | 0.28% | +11+0.3% | 加碼 |
| Stableford Capital II LLC | 4,211 | $86.0 萬 | 0.36% | +586+16.2% | 加碼 |
| Altus Wealth Group LLC | 4,012 | $86.0 萬 | 0.71% | +201+5.3% | 加碼 |
| Diamant Asset Management, Inc. | 3,975 | $85.2 萬 | 0.62% | 00.0% | 不變 |
| Liberty Wealth Management LLC | – | $85.1 萬 | 0.32% | – | – |
| Northwest Bancshares, Inc. | 3,962 | $84.9 萬 | 0.17% | +122+3.2% | 加碼 |
| Savant Capital, LLC | 3,961 | $84.9 萬 | 0.03% | +266+7.2% | 加碼 |
| Brightworth | 3,949 | $84.6 萬 | 0.08% | −1,353−25.5% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 3,941 | $84.5 萬 | 0.02% | −125−3.1% | 減碼 |
| Maltin Wealth Management, Inc. | 3,933 | $84.3 萬 | 0.51% | −3−0.1% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 4,016 | $84.3 萬 | 0.54% | +4,016 | 新進 |
| Pinnacle Private Wealth, LLC | 3,929 | $84.2 萬 | 0.26% | +3,929 | 新進 |
| Claro Advisors LLC | 3,907 | $83.7 萬 | 0.30% | +41+1.1% | 加碼 |
| Carl P. Sherr & Co., LLC | 3,889 | $83.4 萬 | 0.50% | +17+0.4% | 加碼 |
| Balentine LLC | 3,891 | $83.4 萬 | 0.03% | +715+22.5% | 加碼 |
| Wealthsource Partners, LLC | 3,882 | $83.2 萬 | 0.07% | +122+3.2% | 加碼 |
| Bailard, Inc. | 3,861 | $82.8 萬 | 0.03% | +870+29.1% | 加碼 |
| Liberty Capital Management, Inc. | 3,850 | $82.5 萬 | 0.22% | −50−1.3% | 減碼 |
| Salvus Wealth Management, LLC | 3,817 | $81.8 萬 | 0.60% | +129+3.5% | 加碼 |
| Legg Mason Asset Management (Japan) Co., Ltd. | 3,804 | $81.5 萬 | 0.90% | −190−4.8% | 減碼 |
| Tocqueville Asset Management L.P. | 3,795 | $81.3 萬 | 0.01% | −115−2.9% | 減碼 |
| Maryland Capital Management | 3,792 | $81.3 萬 | 0.04% | +465+14.0% | 加碼 |
| Concord Wealth Partners | 3,795 | $81.3 萬 | 0.20% | +2,137+128.9% | 加碼 |
| Grove Bank & Trust | 3,783 | $81.1 萬 | 0.15% | 00.0% | 不變 |
| Wealth Management Solutions, LLC | 3,784 | $81.1 萬 | 0.42% | +3,784 | 新進 |
| Kingfisher Capital LLC | 3,774 | $80.9 萬 | 0.19% | −26−0.7% | 減碼 |
| Heritage Wealth Advisors | 3,749 | $80.4 萬 | 0.04% | +491+15.1% | 加碼 |
| Terra Nova Asset Management LLC | 3,740 | $80.2 萬 | 0.60% | −275−6.8% | 減碼 |
| Keudell/Morrison Wealth Management | 3,734 | $80.0 萬 | 0.32% | −185−4.7% | 減碼 |
| Reuter James Wealth Management, LLC | 3,730 | $79.9 萬 | 0.31% | +3,730 | 新進 |
| Creegan & Nassoura Financial Group, LLC | 3,716 | $79.6 萬 | 0.60% | +10.0% | 加碼 |
| Dakota Wealth Management | 3,704 | $79.4 萬 | 0.08% | 00.0% | 不變 |
| Valley National Advisers Inc | 3,705 | $79.4 萬 | 0.15% | +283+8.3% | 加碼 |
| Sterling Financial Planning, Inc. | 3,697 | $79.3 萬 | 0.50% | −200−5.1% | 減碼 |