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 +288 家
- 持有股數
- 5.05 億
- 較 2021 年第 3 季 +237.6 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
- 86
- 另有 706 家減碼
另有 37 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 | 2,219 | $762.7 億 |
| 2023 年第 4 季 | 2,268 | $808.0 億 |
| 2023 年第 3 季 | 2,209 | $788.5 億 |
| 2023 年第 2 季 | 2,257 | $910.2 億 |
| 2023 年第 1 季 | 2,266 | $1,001 億 |
| 2022 年第 4 季 | 2,236 | $896.3 億 |
| 2022 年第 3 季 | 2,130 | $838.2 億 |
| 2022 年第 2 季 | 2,151 | $952.6 億 |
| 2022 年第 1 季 | 2,242 | $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 |
|---|---|---|---|---|---|
| Investment Advisory Services Inc | 1,947 | $41.7 萬 | 0.23% | +39+2.0% | 加碼 |
| Kings Point Capital Management | 1,939 | $41.6 萬 | 0.03% | +138+7.7% | 加碼 |
| Bray Capital Advisors | 1,934 | $41.5 萬 | 0.10% | +4+0.2% | 加碼 |
| Wedmont Private Capital | 1,969 | $41.4 萬 | 0.13% | +1,969 | 新進 |
| Investment Partners, Ltd. | 1,921 | $41.2 萬 | 0.17% | +2+0.1% | 加碼 |
| DSC Advisors, L.P. | 1,921 | $41.2 萬 | 0.48% | +350+22.3% | 加碼 |
| Newbridge Financial Services Group, Inc. | 1,924 | $41.2 萬 | 0.19% | +1,280+198.8% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 1,923 | $41.2 萬 | 0.39% | +1,923 | 新進 |
| Greenwood Gearhart Inc | 1,916 | $41.1 萬 | 0.06% | +1,916 | 新進 |
| Harfst & Associates, Inc. | 1,920 | $41.1 萬 | 0.10% | +1,920 | 新進 |
| National Wealth Management Group, LLC | 1,916 | $41.1 萬 | 0.38% | +1,916 | 新進 |
| New England Asset Management Inc | 1,914 | $41.0 萬 | 0.01% | −1,100−36.5% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 1,914 | $41.0 萬 | 0.11% | +24+1.3% | 加碼 |
| Crescent Grove Advisors, LLC | 1,907 | $40.9 萬 | 0.04% | −956−33.4% | 減碼 |
| Wellington Shields & Co., LLC | 1,905 | $40.8 萬 | 0.08% | −200−9.5% | 減碼 |
| Sugarloaf Wealth Management, LLC | 1,905 | $40.8 萬 | 0.10% | +52+2.8% | 加碼 |
| Lester Murray Antman dba SimplyRich | 1,892 | $40.6 萬 | 0.13% | +13+0.7% | 加碼 |
| Perfromance Wealth Partners, LLC | 1,891 | $40.5 萬 | 0.02% | +1,891 | 新進 |
| Staley Capital Advisers Inc | 1,880 | $40.3 萬 | 0.02% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 1,882 | $40.3 萬 | 0.09% | +9+0.5% | 加碼 |
| TBH Global Asset Management, LLC | 1,871 | $40.1 萬 | 0.08% | +1,871 | 新進 |
| O'Rourke & Company, Inc | 1,871 | $40.1 萬 | 0.27% | +1,871 | 新進 |
| Leavell Investment Management, Inc. | 1,868 | $40.0 萬 | 0.03% | +44+2.4% | 加碼 |
| Smithfield Trust Co | 1,892 | $39.9 萬 | 0.02% | 00.0% | 不變 |
| Unio Capital LLC | 1,861 | $39.9 萬 | 1.42% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 1,864 | $39.9 萬 | 0.10% | +301+19.3% | 加碼 |
| Barber Financial Group, Inc. | 1,858 | $39.8 萬 | 0.05% | −761−29.1% | 減碼 |
| Quadrant Private Wealth Management, LLC | 1,856 | $39.8 萬 | 0.15% | +73+4.1% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 1,850 | $39.7 萬 | 0.03% | +62+3.5% | 加碼 |
| Abacus Wealth Partners, LLC | 1,851 | $39.7 萬 | 0.14% | −53−2.8% | 減碼 |
| Stony Point Wealth Management Inc. | 1,848 | $39.6 萬 | 0.21% | +386+26.4% | 加碼 |
| Trust Co of Kansas | 1,835 | $39.3 萬 | 0.21% | −76−4.0% | 減碼 |
| Teza Capital Management LLC | 1,833 | $39.3 萬 | 0.11% | +280+18.0% | 加碼 |
| Stokes Family Office, LLC | 1,831 | $39.2 萬 | 0.05% | +26+1.4% | 加碼 |
| Aua Capital Management, LLC | 1,831 | $39.2 萬 | 0.23% | +308+20.2% | 加碼 |
| Legacy Bridge, LLC | 1,817 | $38.9 萬 | 0.20% | 00.0% | 不變 |
| Coyle Financial Counsel LLC | 1,814 | $38.9 萬 | 0.23% | +3+0.2% | 加碼 |
| TCWP LLC | 1,815 | $38.9 萬 | 0.08% | +1,815 | 新進 |
| Platte River Wealth Advisors, LLC | 1,835 | $38.8 萬 | 0.13% | −165−8.3% | 減碼 |
| WC Walker & Associates, Inc. | 1,871 | $38.6 萬 | 0.19% | 00.0% | 不變 |
| Creative Financial Designs Inc | 1,799 | $38.6 萬 | 0.06% | +40+2.3% | 加碼 |
| Cladis Investment Advisory, LLC | 1,797 | $38.5 萬 | 0.31% | +1,797 | 新進 |
| Bill Few Associates, Inc. | 1,795 | $38.5 萬 | 0.20% | +1,795 | 新進 |
| Dana Investment Advisors, Inc. | 1,784 | $38.2 萬 | 0.02% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 1,777 | $38.1 萬 | 0.05% | 00.0% | 不變 |
| Ridgecrest Wealth Partners, LLC | 1,763 | $37.8 萬 | 0.18% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 1,754 | $37.6 萬 | 0.05% | +511+41.1% | 加碼 |
| Security National Bank of So Dak | 1,748 | $37.5 萬 | 0.25% | 00.0% | 不變 |
| Hancock Whitney Investment Services Inc. | 1,737 | $37.5 萬 | 0.07% | +1,737 | 新進 |
| Brewin Dolphin Ltd | 1,746 | $37.4 萬 | 0.02% | −270−13.4% | 減碼 |
| Mather Group, LLC. | 1,747 | $37.4 萬 | 0.01% | +121+7.4% | 加碼 |
| Certified Advisory Corp | 1,737 | $37.2 萬 | 0.08% | +1+0.1% | 加碼 |
| Convergence Investment Partners, LLC | 1,732 | $37.1 萬 | 0.19% | −90−4.9% | 減碼 |
| Essex LLC | 1,724 | $37.0 萬 | 0.10% | −50−2.8% | 減碼 |
| Pinnacle Family Advisors, LLC | 1,707 | $36.6 萬 | 0.17% | −11−0.6% | 減碼 |
| Prelude Capital Management, LLC | 1,708 | $36.6 萬 | 0.02% | +1,708 | 新進 |
| Vigilare Wealth Management | 1,702 | $36.5 萬 | 0.22% | −224−11.6% | 減碼 |
| Level Four Advisory Services, LLC | 1,698 | $36.4 萬 | 0.03% | +1,698 | 新進 |
| NovaPoint Capital, LLC | 1,678 | $36.0 萬 | 0.13% | −1,038−38.2% | 減碼 |
| Pluribus Labs, LLC | 1,681 | $36.0 萬 | 0.38% | +1,681 | 新進 |
| M. Kraus & Co | 1,676 | $35.9 萬 | 0.11% | 00.0% | 不變 |
| Polar Asset Management Partners Inc. | 1,672 | $35.8 萬 | 0.00% | +1,672 | 新進 |
| Wealth Management Associates, Inc. | 1,667 | $35.7 萬 | 0.19% | +350+26.6% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 1,661 | $35.6 萬 | 0.04% | +1,661 | 新進 |
| Verity Asset Management, Inc. | 1,643 | $35.2 萬 | 0.21% | −25−1.5% | 減碼 |
| Foster & Motley Inc | 1,644 | $35.2 萬 | 0.03% | +25+1.5% | 加碼 |
| LexAurum Advisors, LLC | 1,637 | $35.1 萬 | 0.11% | −50−3.0% | 減碼 |
| Platform Technology Partners | 1,638 | $35.1 萬 | 0.15% | +45+2.8% | 加碼 |
| Tower Wealth Partners, Inc. | 1,630 | $34.9 萬 | 0.35% | +1,630 | 新進 |
| Sofos Investments, Inc. | 1,070 | $34.8 萬 | 0.03% | +1,068+53,400.0% | 加碼 |
| Sather Financial Group Inc | 1,619 | $34.7 萬 | 0.03% | 00.0% | 不變 |
| Icapital Wealth LLC | 1,617 | $34.7 萬 | 0.13% | +1,617 | 新進 |
| Aspiriant, LLC | 1,611 | $34.5 萬 | 0.02% | +134+9.1% | 加碼 |
| E Fund Management Co., Ltd. | 1,607 | $34.4 萬 | 0.01% | +30+1.9% | 加碼 |
| Avestar Capital, LLC | 1,604 | $34.4 萬 | 0.06% | +179+12.6% | 加碼 |
| Kercheville Advisors, LLC | 1,601 | $34.3 萬 | 0.15% | −100−5.9% | 減碼 |
| Onyx Bridge Wealth Group LLC | 1,606 | $34.3 萬 | 0.12% | +276+20.8% | 加碼 |
| Wealth Advisors of Tampa Bay, LLC | 1,600 | $34.3 萬 | 0.08% | +1,600 | 新進 |
| Means Investment Co., Inc. | 1,597 | $34.2 萬 | 0.06% | +3+0.2% | 加碼 |
| Becker Capital Management Inc | 1,577 | $33.8 萬 | 0.01% | −227−12.6% | 減碼 |
| BSW Wealth Partners | 1,576 | $33.8 萬 | 0.08% | −37−2.3% | 減碼 |
| Hall Laurie J Trustee | 1,570 | $33.7 萬 | 0.12% | −30−1.9% | 減碼 |
| PYA Waltman Capital, LLC | 1,573 | $33.7 萬 | 0.17% | 00.0% | 不變 |
| Walleye Capital LLC | 1,573 | $33.7 萬 | 0.01% | +1,573 | 新進 |
| Elgethun Capital Management | 1,591 | $33.6 萬 | 0.12% | +8+0.5% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 1,562 | $33.5 萬 | 0.02% | −16−1.0% | 減碼 |
| Chase Investment Counsel Corp | 1,564 | $33.5 萬 | 0.13% | +13+0.8% | 加碼 |
| Opal Wealth Advisors, LLC | 1,562 | $33.5 萬 | 0.21% | +364+30.4% | 加碼 |
| Boltwood Capital Management | 1,560 | $33.4 萬 | 0.12% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 1,558 | $33.4 萬 | 0.09% | +31+2.0% | 加碼 |
| Calton & Associates, Inc. | 1,550 | $33.2 萬 | 0.09% | −25−1.6% | 減碼 |
| First PREMIER Bank | 1,537 | $33.0 萬 | 0.09% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,533 | $32.9 萬 | 0.02% | +1,533 | 新進 |
| Transparent Wealth Partners LLC | 1,532 | $32.8 萬 | 0.25% | +1,532 | 新進 |
| Neo Ivy Capital Management | 1,523 | $32.6 萬 | 0.47% | +1,523 | 新進 |
| Brandywine Oak Private Wealth LLC | 1,516 | $32.4 萬 | 0.04% | −22−1.4% | 減碼 |
| Inscription Capital, LLC | 1,509 | $32.3 萬 | 0.09% | 00.0% | 不變 |
| Truehand, Inc | 1,500 | $32.2 萬 | 0.19% | −400−21.1% | 減碼 |
| Aptus Capital Advisors, LLC | 1,502 | $32.2 萬 | 0.01% | −249−14.2% | 減碼 |
| Rbo & Co LLC | 1,500 | $32.2 萬 | 0.05% | 00.0% | 不變 |