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。
2023 年第 1 季 13F 持有人
United Parcel Service Inc 在 2023/3/31 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
- 2,266
- 較 2022 年第 4 季 +85 家
- 持有股數
- 5.16 億
- 較 2022 年第 4 季 +184.6 萬 (+0.4%)
- 總市值
- $1,001 億
- 較 2022 年第 4 季 +$107.4 億 (+12.0%)
- 新進機構
- 181
- 另有 981 家加碼
- 清倉機構
- 96
- 另有 795 家減碼
另有 55 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Amica Retiree Medical Trust | 5,365 | $104.1 萬 | 1.10% | +1,401+35.3% | 加碼 |
| Wolff Financial Management LLC | 5,391 | $104.6 萬 | 0.36% | +5+0.1% | 加碼 |
| Palumbo Wealth Management LLC | 5,418 | $105.1 萬 | 0.70% | −258−4.5% | 減碼 |
| Blackston Financial Advisory Group, LLC | 5,423 | $105.2 萬 | 0.79% | −31−0.6% | 減碼 |
| Focus Financial Network, Inc. | 5,525 | $107.2 萬 | 0.07% | −45−0.8% | 減碼 |
| Fiduciary Group LLC | 5,548 | $107.6 萬 | 0.14% | −57−1.0% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 5,575 | $108.1 萬 | 0.09% | +744+15.4% | 加碼 |
| OmniStar Financial Group, Inc. | 5,585 | $108.3 萬 | 1.37% | +801+16.7% | 加碼 |
| Boyd Watterson Asset Management LLC | 5,587 | $108.4 萬 | 0.44% | 00.0% | 不變 |
| Allred Capital Management, LLC | 5,588 | $108.4 萬 | 0.57% | +173+3.2% | 加碼 |
| Grove Bank & Trust | 5,594 | $108.5 萬 | 0.23% | +1,544+38.1% | 加碼 |
| Alpha DNA Investment Management LLC | 5,596 | $108.6 萬 | 0.56% | −123−2.2% | 減碼 |
| Archford Capital Strategies, LLC | 5,744 | $108.8 萬 | 0.23% | +302+5.5% | 加碼 |
| Lavaca Capital LLC | 5,684 | $108.9 萬 | 0.25% | −421−6.9% | 減碼 |
| IFG Advisory, LLC | 5,646 | $109.5 萬 | 0.10% | +83+1.5% | 加碼 |
| Massachusetts Wealth Management | 5,675 | $110.1 萬 | 1.14% | −200−3.4% | 減碼 |
| Joel Isaacson & Co., LLC | 5,675 | $110.1 萬 | 0.08% | 00.0% | 不變 |
| Jag Capital Management, LLC | 5,683 | $110.2 萬 | 0.14% | −619−9.8% | 減碼 |
| Byrne Asset Management LLC | 5,693 | $110.4 萬 | 0.79% | −538−8.6% | 減碼 |
| Park Place Capital Corp | 5,737 | $111.3 萬 | 0.31% | +1,359+31.0% | 加碼 |
| World Equity Group, Inc. | 21,369 | $112.3 萬 | 0.19% | +17,568+462.2% | 加碼 |
| Investors Research Corp | 5,789 | $112.3 萬 | 0.29% | −100−1.7% | 減碼 |
| Meyer Handelman Co | 5,800 | $112.5 萬 | 0.05% | 00.0% | 不變 |
| Wilson & Boucher Capital Management, LLC | 5,801 | $112.5 萬 | 1.08% | +21+0.4% | 加碼 |
| NBT Bank N A | 5,823 | $113.0 萬 | 0.17% | −100−1.7% | 減碼 |
| Gouws Capital LLC | 5,826 | $113.0 萬 | 1.01% | +911+18.5% | 加碼 |
| Laidlaw Wealth Management LLC | 5,831 | $113.1 萬 | 0.23% | +4,020+222.0% | 加碼 |
| Lindbrook Capital, LLC | 5,835 | $113.2 萬 | 0.13% | −323−5.2% | 減碼 |
| LCNB Corp | 5,862 | $113.7 萬 | 0.51% | −97−1.6% | 減碼 |
| WBI Investments | 5,874 | $113.9 萬 | 0.23% | −5,580−48.7% | 減碼 |
| Pettyjohn, Wood & White, Inc | 5,916 | $114.8 萬 | 0.28% | −10−0.2% | 減碼 |
| Colonial Trust Co | 5,921 | $114.9 萬 | 0.29% | +394+7.1% | 加碼 |
| Financial Advocates Investment Management | 5,924 | $114.9 萬 | 0.09% | +138+2.4% | 加碼 |
| Johnson Financial Group, Inc. | 5,950 | $115.4 萬 | 0.08% | +1,316+28.4% | 加碼 |
| IFP Advisors, Inc | 9,847 | $115.5 萬 | 0.06% | −8,478−46.3% | 減碼 |
| Baldwin Brothers Inc | 5,970 | $115.8 萬 | 0.10% | −202−3.3% | 減碼 |
| Brown Capital Management LLC | 5,982 | $116.0 萬 | 0.02% | 00.0% | 不變 |
| SeaBridge Investment Advisors LLC | 5,985 | $116.1 萬 | 0.41% | −97−1.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 5,994 | $116.3 萬 | 0.13% | −5−0.1% | 減碼 |
| Cooper Financial Group | 6,004 | $116.5 萬 | 0.31% | −131−2.1% | 減碼 |
| Bremer Bank National Association | 6,020 | $116.8 萬 | 0.23% | 00.0% | 不變 |
| Wealth Management Partners, LLC | 6,020 | $116.8 萬 | 0.82% | +1,020+20.4% | 加碼 |
| Tradewinds Capital Management, LLC | 6,033 | $117.0 萬 | 0.37% | −38−0.6% | 減碼 |
| Legacy Financial Advisors, Inc. | 6,069 | $117.7 萬 | 0.24% | +557+10.1% | 加碼 |
| Berkshire Asset Management LLC | 6,097 | $118.3 萬 | 0.07% | +6,097 | 新進 |
| Colonial Trust Advisors | 6,101 | $118.3 萬 | 0.14% | −114−1.8% | 減碼 |
| Sweet Financial Partners, LLC | 6,144 | $119.2 萬 | 0.33% | +1,794+41.2% | 加碼 |
| Gleason Group, Inc. | 6,166 | $119.6 萬 | 0.34% | +53+0.9% | 加碼 |
| Marshall Financial Group LLC | 6,176 | $119.8 萬 | 0.43% | −17−0.3% | 減碼 |
| Marino, Stram & Associates LLC | 6,177 | $119.8 萬 | 0.36% | +390+6.7% | 加碼 |
| Buckingham Strategic Partners | 6,185 | $120.0 萬 | 0.08% | −382−5.8% | 減碼 |
| Perpetual Ltd | 6,191 | $120.1 萬 | 0.01% | +6,191 | 新進 |
| Trail Ridge Investment Advisors, LLC | 6,200 | $120.3 萬 | 0.78% | 00.0% | 不變 |
| Foster & Motley Inc | 6,216 | $120.6 萬 | 0.10% | −173−2.7% | 減碼 |
| Aspen Wealth Strategies, LLC | 6,243 | $121.1 萬 | 0.94% | −12−0.2% | 減碼 |
| Winton Group Ltd | 6,246 | $121.2 萬 | 0.07% | +6,246 | 新進 |
| Hyman Charles D | 6,300 | $122.2 萬 | 0.08% | +455+7.8% | 加碼 |
| Ritholtz Wealth Management | 6,308 | $122.4 萬 | 0.06% | +2,111+50.3% | 加碼 |
| San Luis Wealth Advisors LLC | 6,311 | $122.4 萬 | 0.47% | +6,311 | 新進 |
| Ronald Blue Trust, Inc. | 7,071 | $122.9 萬 | 0.02% | −3,782−34.8% | 減碼 |
| Stiles Financial Services Inc | 6,352 | $123.2 萬 | 0.66% | +312+5.2% | 加碼 |
| Meridian Wealth Management, LLC | 6,368 | $123.5 萬 | 0.11% | +484+8.2% | 加碼 |
| Reuter James Wealth Management, LLC | 6,370 | $123.6 萬 | 0.86% | +1,493+30.6% | 加碼 |
| K.J. Harrison & Partners Inc | 6,375 | $123.7 萬 | 0.25% | −40−0.6% | 減碼 |
| Northstar Group, Inc. | 6,415 | $124.4 萬 | 0.32% | +5+0.1% | 加碼 |
| Capital Asset Advisory Services LLC | 6,418 | $124.5 萬 | 0.09% | −348−5.1% | 減碼 |
| Traynor Capital Management, Inc. | 6,436 | $124.9 萬 | 0.19% | +617+10.6% | 加碼 |
| Wintrust Investments LLC | 6,456 | $125.2 萬 | 0.16% | −20−0.3% | 減碼 |
| Diligent Investors, LLC | 6,461 | $125.3 萬 | 0.39% | −49−0.8% | 減碼 |
| Simmons Bank | 6,514 | $126.4 萬 | 0.11% | −755−10.4% | 減碼 |
| Stonnington Group, LLC | 6,620 | $126.4 萬 | 0.33% | −74−1.1% | 減碼 |
| W.H. Cornerstone Investments Inc. | 6,564 | $127.3 萬 | 1.16% | +590+9.9% | 加碼 |
| TKG Advisors, LLC | 6,584 | $127.7 萬 | 0.80% | +6,584 | 新進 |
| Williams Jones Wealth Management, LLC. | 6,597 | $128.0 萬 | 0.02% | −820−11.1% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 6,601 | $128.1 萬 | 0.15% | +800+13.8% | 加碼 |
| Essex Financial Services, Inc. | 6,601 | $128.1 萬 | 0.13% | −427−6.1% | 減碼 |
| Family Asset Management, LLC | 6,612 | $128.3 萬 | 0.94% | +6,612 | 新進 |
| Trust Investment Advisors | 6,625 | $128.5 萬 | 1.15% | +43+0.7% | 加碼 |
| Central Bank & Trust Co | 6,644 | $128.9 萬 | 0.23% | +946+16.6% | 加碼 |
| Pegasus Partners Ltd. | 6,668 | $129.4 萬 | 0.20% | +582+9.6% | 加碼 |
| TCM Advisors, LLC | – | $130.0 萬 | 1.17% | – | – |
| Strategic Blueprint, LLC | 6,717 | $130.3 萬 | 0.13% | +308+4.8% | 加碼 |
| Goldstone Financial Group, LLC | 6,723 | $130.4 萬 | 0.43% | +6,723 | 新進 |
| Spire Wealth Management | 6,736 | $130.7 萬 | 0.05% | +3,036+82.1% | 加碼 |
| First County Bank | 6,736 | $130.7 萬 | 0.64% | +2,129+46.2% | 加碼 |
| Barden Capital Management, Inc. | 6,748 | $130.9 萬 | 1.25% | +79+1.2% | 加碼 |
| Redmond Asset Management, LLC | 6,748 | $130.9 萬 | 0.45% | +748+12.5% | 加碼 |
| Woodard & Co Asset Management Group Inc | 6,751 | $131.0 萬 | 0.46% | +217+3.3% | 加碼 |
| Guardian Capital Advisors LP | 6,905 | $131.1 萬 | 0.15% | −65−0.9% | 減碼 |
| WT Wealth Management | 6,781 | $131.5 萬 | 0.57% | −743−9.9% | 減碼 |
| Western Wealth Management, LLC | 6,836 | $132.6 萬 | 0.12% | +20+0.3% | 加碼 |
| Chesapeake Wealth Management | 6,836 | $132.6 萬 | 0.55% | +1,210+21.5% | 加碼 |
| Carmel Capital Partners, LLC | 6,839 | $132.7 萬 | 0.78% | +243+3.7% | 加碼 |
| Acadian Asset Management LLC | 6,881 | $133.3 萬 | 0.01% | −13,964−67.0% | 減碼 |
| Washington Trust Co | 6,883 | $133.5 萬 | 0.06% | +20+0.3% | 加碼 |
| Ipswich Investment Management Co., Inc. | 6,904 | $133.9 萬 | 0.37% | +119+1.8% | 加碼 |
| Quadrant Capital Group LLC | 6,909 | $134.0 萬 | 0.14% | +875+14.5% | 加碼 |
| PYA Waltman Capital, LLC | 6,910 | $134.0 萬 | 0.67% | +2,011+41.0% | 加碼 |
| 1st Source Bank | 6,926 | $134.4 萬 | 0.09% | −78−1.1% | 減碼 |
| DT Investment Partners, LLC | 7,393 | $134.7 萬 | 0.16% | +407+5.8% | 加碼 |