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 |
|---|---|---|---|---|---|
| Spinnaker Trust | 43,218 | $926.3 萬 | 0.59% | +815+1.9% | 加碼 |
| Richard Bernstein Advisors LLC | 42,878 | $919.0 萬 | 0.18% | 00.0% | 不變 |
| Capital Management Corp | 42,371 | $908.2 萬 | 1.89% | +2,772+7.0% | 加碼 |
| Evercore Wealth Management, LLC | 42,180 | $904.1 萬 | 0.15% | +150.0% | 加碼 |
| WESPAC Advisors SoCal, LLC | 38,795 | $895.0 萬 | 2.73% | −105−0.3% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 41,697 | $893.7 萬 | 0.11% | +763+1.9% | 加碼 |
| Sigma Planning Corp | 41,651 | $892.8 萬 | 0.25% | +2,936+7.6% | 加碼 |
| Ibex Wealth Advisors | 41,274 | $884.7 萬 | 1.57% | +691+1.7% | 加碼 |
| Agf Investments Inc. | 41,266 | $884.5 萬 | 0.06% | +7,171+21.0% | 加碼 |
| Waterfront Wealth Inc. | 41,249 | $884.1 萬 | 3.50% | +26+0.1% | 加碼 |
| Putnam Investments LLC | 41,243 | $884.0 萬 | 0.01% | −4,806−10.4% | 減碼 |
| Swarthmore Group Inc | 41,049 | $879.8 萬 | 2.09% | −7,760−15.9% | 減碼 |
| Sand Hill Global Advisors, LLC | 40,945 | $877.6 萬 | 0.49% | −374−0.9% | 減碼 |
| Dowling & Yahnke LLC | 40,830 | $875.2 萬 | 0.42% | −420−1.0% | 減碼 |
| Eliot Finkel Investment Counsel, LLC | 40,385 | $865.6 萬 | 5.06% | −950−2.3% | 減碼 |
| Riverview Capital Advisers, LLC | 40,338 | $864.6 萬 | 3.85% | +40,338 | 新進 |
| Ironwood Investment Counsel, LLC | 40,198 | $861.6 萬 | 1.97% | +313+0.8% | 加碼 |
| XML Financial, LLC | 40,104 | $859.6 萬 | 1.04% | +179+0.4% | 加碼 |
| Garland Capital Management Inc | 39,955 | $856.4 萬 | 5.91% | −2,900−6.8% | 減碼 |
| Live Oak Private Wealth LLC | 39,940 | $856.1 萬 | 1.61% | +129+0.3% | 加碼 |
| Sky Investment Group LLC | 39,824 | $853.6 萬 | 1.72% | +60+0.2% | 加碼 |
| CMG Global Holdings, LLC | 39,686 | $850.6 萬 | 5.48% | 00.0% | 不變 |
| Prospera Financial Services Inc | 39,559 | $848.2 萬 | 0.37% | +1,920+5.1% | 加碼 |
| Artemis Investment Management LLP | 39,617 | $848.1 萬 | 0.06% | +12,157+44.3% | 加碼 |
| Tompkins Financial Corp | 39,544 | $847.5 萬 | 1.50% | −66−0.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 39,511 | $846.9 萬 | 0.42% | +5,953+17.7% | 加碼 |
| Pacer Advisors, Inc. | 39,388 | $844.2 萬 | 0.09% | −6,183−13.6% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 39,048 | $837.0 萬 | 0.33% | −3,038−7.2% | 減碼 |
| Albion Financial Group | 38,994 | $835.8 萬 | 0.66% | −896−2.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 38,816 | $832.0 萬 | 0.18% | −1,889−4.6% | 減碼 |
| Morgan Dempsey Capital Management LLC | 38,689 | $829.3 萬 | 2.58% | −1,675−4.1% | 減碼 |
| Xcel Wealth Management, LLC | 38,584 | $827.0 萬 | 2.13% | −765−1.9% | 減碼 |
| Tamar Securities, LLC | 38,535 | $825.9 萬 | 2.43% | −277−0.7% | 減碼 |
| Squarepoint Ops LLC | 38,366 | $822.3 萬 | 0.04% | −2,264−5.6% | 減碼 |
| Financial Advocates Investment Management | 20,366 | $821.2 萬 | 0.59% | +12,796+169.0% | 加碼 |
| Mattern Capital Management, LLC | 38,233 | $819.5 萬 | 1.43% | −901−2.3% | 減碼 |
| Bank of New Hampshire | 38,158 | $817.8 萬 | 1.99% | +176+0.5% | 加碼 |
| Atlantic Union Bankshares Corp | 37,310 | $799.7 萬 | 0.68% | +753+2.1% | 加碼 |
| Wealthfront Advisers LLC | 37,128 | $795.8 萬 | 0.03% | +5,871+18.8% | 加碼 |
| Argent Trust Co | 37,055 | $794.2 萬 | 0.46% | +599+1.6% | 加碼 |
| Vision Capital Management, Inc. | 36,846 | $789.8 萬 | 1.18% | +129+0.4% | 加碼 |
| Two Sigma Advisers, LP | 36,700 | $786.6 萬 | 0.02% | +36,700 | 新進 |
| Sequoia Financial Advisors, LLC | 36,691 | $786.4 萬 | 0.21% | +30,683+510.7% | 加碼 |
| Red Door Wealth Management, LLC | 36,419 | $780.6 萬 | 2.56% | +5,578+18.1% | 加碼 |
| Motco | 36,393 | $780.1 萬 | 0.48% | +30.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 36,384 | $779.9 萬 | 0.15% | −463−1.3% | 減碼 |
| tru Independence LLC | 36,373 | $779.6 萬 | 2.13% | −543−1.5% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 36,316 | $778.3 萬 | 0.65% | −1,066−2.9% | 減碼 |
| EagleClaw Capital Managment, LLC | 36,265 | $777.3 萬 | 1.70% | +1,001+2.8% | 加碼 |
| Laurel Wealth Advisors, Inc. | 36,062 | $773.0 萬 | 0.60% | +999+2.8% | 加碼 |
| Whittier Trust Co | 35,998 | $771.5 萬 | 0.13% | +280+0.8% | 加碼 |
| Interval Partners, LP | 35,940 | $770.3 萬 | 0.52% | +35,940 | 新進 |
| Stratos Wealth Partners, LTD. | 35,789 | $767.1 萬 | 0.17% | +503+1.4% | 加碼 |
| Horizon Investments, LLC | 35,595 | $762.9 萬 | 0.23% | +1,600+4.7% | 加碼 |
| Visionary Wealth Advisors | 35,450 | $759.8 萬 | 0.62% | +699+2.0% | 加碼 |
| Farmers & Merchants Investments Inc | 35,398 | $758.7 萬 | 0.28% | +1,349+4.0% | 加碼 |
| National Asset Management, Inc. | 35,340 | $757.6 萬 | 0.22% | +1,519+4.5% | 加碼 |
| Eagle Rock Investment Company, LLC | 35,255 | $755.7 萬 | 1.45% | +35,255 | 新進 |
| Wambolt & Associates, LLC | 35,175 | $753.9 萬 | 2.72% | +49+0.1% | 加碼 |
| Sepio Capital, LP | 35,103 | $752.4 萬 | 0.56% | +1,190+3.5% | 加碼 |
| Cetera Advisors LLC | 35,056 | $751.4 萬 | 0.15% | +2,351+7.2% | 加碼 |
| E. Ohman J:or Asset Management AB | 34,711 | $744.0 萬 | 0.21% | +2,300+7.1% | 加碼 |
| Patten & Patten Inc | 34,639 | $742.4 萬 | 0.51% | −767−2.2% | 減碼 |
| PDS Planning, Inc | 34,599 | $741.6 萬 | 1.42% | +115+0.3% | 加碼 |
| Cerity Partners LLC | 57,960 | $741.4 萬 | 0.11% | +27,718+91.7% | 加碼 |
| Baxter Bros Inc | 34,404 | $737.4 萬 | 1.07% | −179−0.5% | 減碼 |
| Bard Financial Services, Inc. | 33,950 | $727.7 萬 | 0.59% | 00.0% | 不變 |
| North Star Investment Management Corp. | 33,949 | $727.7 萬 | 0.51% | +1,795+5.6% | 加碼 |
| Rowland & Co Investment Counsel | 33,916 | $727.0 萬 | 1.63% | +996+3.0% | 加碼 |
| Boston Research & Management Inc | 33,678 | $721.8 萬 | 1.97% | −80−0.2% | 減碼 |
| Eastover Investment Advisors LLC | 33,478 | $717.6 萬 | 4.14% | +175+0.5% | 加碼 |
| Murphy Capital Management Inc | 33,368 | $715.2 萬 | 0.77% | +153+0.5% | 加碼 |
| Advisory Services Network, LLC | 33,297 | $713.7 萬 | 0.21% | +1,909+6.1% | 加碼 |
| Cooke & Bieler LP | 32,850 | $704.1 萬 | 0.06% | −294,272−90.0% | 減碼 |
| Woodstock Corp | 32,836 | $703.8 萬 | 0.74% | +284+0.9% | 加碼 |
| Siemens Fonds Invest GmbH | 32,521 | $695.6 萬 | 0.46% | −831−2.5% | 減碼 |
| Opus Investment Management Inc | 32,400 | $694.5 萬 | 0.99% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 32,161 | $689.3 萬 | 0.39% | +1,340+4.3% | 加碼 |
| Vise Technologies, Inc. | 31,980 | $685.5 萬 | 1.86% | +31,980 | 新進 |
| Naples Global Advisors, LLC | 31,745 | $680.4 萬 | 0.79% | +414+1.3% | 加碼 |
| Johnson Investment Counsel Inc | 31,686 | $679.2 萬 | 0.08% | +408+1.3% | 加碼 |
| Birch Capital Management, LLC | 31,380 | $672.6 萬 | 4.03% | +101+0.3% | 加碼 |
| TrinityPoint Wealth, LLC | 31,159 | $667.9 萬 | 1.19% | −374−1.2% | 減碼 |
| Ascent Wealth Partners, LLC | 30,895 | $662.2 萬 | 1.18% | +449+1.5% | 加碼 |
| Bridge Creek Capital Management LLC | 30,757 | $659.2 萬 | 2.26% | −382−1.2% | 減碼 |
| Moors & Cabot, Inc. | 30,750 | $659.1 萬 | 0.41% | −585−1.9% | 減碼 |
| Peloton Wealth Strategists | 30,580 | $655.5 萬 | 2.63% | −1,450−4.5% | 減碼 |
| Stokes Capital Advisors, LLC | 30,567 | $655.2 萬 | 1.95% | −674−2.2% | 減碼 |
| Barrett Asset Management, LLC | 30,535 | $654.5 萬 | 0.25% | +174+0.6% | 加碼 |
| Capital Investment Counsel, Inc | 30,477 | $653.2 萬 | 1.22% | −625−2.0% | 減碼 |
| Argyle Capital Management Inc. | 30,428 | $652.2 萬 | 2.04% | −820−2.6% | 減碼 |
| Integrated Advisors Network LLC | 30,334 | $650.2 萬 | 0.38% | +117+0.4% | 加碼 |
| SG Americas Securities, LLC | 30,076 | $644.6 萬 | 0.04% | −11,039−26.8% | 減碼 |
| Cohen Klingenstein LLC | 30,060 | $644.3 萬 | 0.25% | −14,147−32.0% | 減碼 |
| Boston Private Wealth LLC | 30,038 | $643.8 萬 | 0.11% | −8,765−22.6% | 減碼 |
| Sovereign Financial Group, Inc. | 29,785 | $638.4 萬 | 2.61% | −285−0.9% | 減碼 |
| Horrell Capital Management, Inc. | 29,640 | $635.3 萬 | 2.01% | +143+0.5% | 加碼 |
| South Dakota Investment Council | 29,545 | $633.3 萬 | 0.11% | −400−1.3% | 減碼 |
| Cypress Wealth Services, LLC | 29,484 | $632.0 萬 | 1.73% | +85+0.3% | 加碼 |
| Griffin Asset Management, Inc. | 29,450 | $631.2 萬 | 0.78% | +490+1.7% | 加碼 |