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 |
|---|---|---|---|---|---|
| K.J. Harrison & Partners Inc | 6,375 | $123.7 萬 | 0.25% | −40−0.6% | 減碼 |
| Reuter James Wealth Management, LLC | 6,370 | $123.6 萬 | 0.86% | +1,493+30.6% | 加碼 |
| Meridian Wealth Management, LLC | 6,368 | $123.5 萬 | 0.11% | +484+8.2% | 加碼 |
| Stiles Financial Services Inc | 6,352 | $123.2 萬 | 0.66% | +312+5.2% | 加碼 |
| Ronald Blue Trust, Inc. | 7,071 | $122.9 萬 | 0.02% | −3,782−34.8% | 減碼 |
| San Luis Wealth Advisors LLC | 6,311 | $122.4 萬 | 0.47% | +6,311 | 新進 |
| Ritholtz Wealth Management | 6,308 | $122.4 萬 | 0.06% | +2,111+50.3% | 加碼 |
| Hyman Charles D | 6,300 | $122.2 萬 | 0.08% | +455+7.8% | 加碼 |
| Winton Group Ltd | 6,246 | $121.2 萬 | 0.07% | +6,246 | 新進 |
| Aspen Wealth Strategies, LLC | 6,243 | $121.1 萬 | 0.94% | −12−0.2% | 減碼 |
| Foster & Motley Inc | 6,216 | $120.6 萬 | 0.10% | −173−2.7% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 6,200 | $120.3 萬 | 0.78% | 00.0% | 不變 |
| Perpetual Ltd | 6,191 | $120.1 萬 | 0.01% | +6,191 | 新進 |
| Buckingham Strategic Partners | 6,185 | $120.0 萬 | 0.08% | −382−5.8% | 減碼 |
| Marino, Stram & Associates LLC | 6,177 | $119.8 萬 | 0.36% | +390+6.7% | 加碼 |
| Marshall Financial Group LLC | 6,176 | $119.8 萬 | 0.43% | −17−0.3% | 減碼 |
| Gleason Group, Inc. | 6,166 | $119.6 萬 | 0.34% | +53+0.9% | 加碼 |
| Sweet Financial Partners, LLC | 6,144 | $119.2 萬 | 0.33% | +1,794+41.2% | 加碼 |
| Colonial Trust Advisors | 6,101 | $118.3 萬 | 0.14% | −114−1.8% | 減碼 |
| Berkshire Asset Management LLC | 6,097 | $118.3 萬 | 0.07% | +6,097 | 新進 |
| Legacy Financial Advisors, Inc. | 6,069 | $117.7 萬 | 0.24% | +557+10.1% | 加碼 |
| Tradewinds Capital Management, LLC | 6,033 | $117.0 萬 | 0.37% | −38−0.6% | 減碼 |
| Wealth Management Partners, LLC | 6,020 | $116.8 萬 | 0.82% | +1,020+20.4% | 加碼 |
| Bremer Bank National Association | 6,020 | $116.8 萬 | 0.23% | 00.0% | 不變 |
| Cooper Financial Group | 6,004 | $116.5 萬 | 0.31% | −131−2.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 5,994 | $116.3 萬 | 0.13% | −5−0.1% | 減碼 |
| SeaBridge Investment Advisors LLC | 5,985 | $116.1 萬 | 0.41% | −97−1.6% | 減碼 |
| Brown Capital Management LLC | 5,982 | $116.0 萬 | 0.02% | 00.0% | 不變 |
| Baldwin Brothers Inc | 5,970 | $115.8 萬 | 0.10% | −202−3.3% | 減碼 |
| IFP Advisors, Inc | 9,847 | $115.5 萬 | 0.06% | −8,478−46.3% | 減碼 |
| Johnson Financial Group, Inc. | 5,950 | $115.4 萬 | 0.08% | +1,316+28.4% | 加碼 |
| Financial Advocates Investment Management | 5,924 | $114.9 萬 | 0.09% | +138+2.4% | 加碼 |
| Colonial Trust Co | 5,921 | $114.9 萬 | 0.29% | +394+7.1% | 加碼 |
| Pettyjohn, Wood & White, Inc | 5,916 | $114.8 萬 | 0.28% | −10−0.2% | 減碼 |
| WBI Investments | 5,874 | $113.9 萬 | 0.23% | −5,580−48.7% | 減碼 |
| LCNB Corp | 5,862 | $113.7 萬 | 0.51% | −97−1.6% | 減碼 |
| Lindbrook Capital, LLC | 5,835 | $113.2 萬 | 0.13% | −323−5.2% | 減碼 |
| Laidlaw Wealth Management LLC | 5,831 | $113.1 萬 | 0.23% | +4,020+222.0% | 加碼 |
| Gouws Capital LLC | 5,826 | $113.0 萬 | 1.01% | +911+18.5% | 加碼 |
| NBT Bank N A | 5,823 | $113.0 萬 | 0.17% | −100−1.7% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 5,801 | $112.5 萬 | 1.08% | +21+0.4% | 加碼 |
| Meyer Handelman Co | 5,800 | $112.5 萬 | 0.05% | 00.0% | 不變 |
| Investors Research Corp | 5,789 | $112.3 萬 | 0.29% | −100−1.7% | 減碼 |
| World Equity Group, Inc. | 21,369 | $112.3 萬 | 0.19% | +17,568+462.2% | 加碼 |
| Park Place Capital Corp | 5,737 | $111.3 萬 | 0.31% | +1,359+31.0% | 加碼 |
| Byrne Asset Management LLC | 5,693 | $110.4 萬 | 0.79% | −538−8.6% | 減碼 |
| Jag Capital Management, LLC | 5,683 | $110.2 萬 | 0.14% | −619−9.8% | 減碼 |
| Joel Isaacson & Co., LLC | 5,675 | $110.1 萬 | 0.08% | 00.0% | 不變 |
| Massachusetts Wealth Management | 5,675 | $110.1 萬 | 1.14% | −200−3.4% | 減碼 |
| IFG Advisory, LLC | 5,646 | $109.5 萬 | 0.10% | +83+1.5% | 加碼 |
| Lavaca Capital LLC | 5,684 | $108.9 萬 | 0.25% | −421−6.9% | 減碼 |
| Archford Capital Strategies, LLC | 5,744 | $108.8 萬 | 0.23% | +302+5.5% | 加碼 |
| Alpha DNA Investment Management LLC | 5,596 | $108.6 萬 | 0.56% | −123−2.2% | 減碼 |
| Grove Bank & Trust | 5,594 | $108.5 萬 | 0.23% | +1,544+38.1% | 加碼 |
| Allred Capital Management, LLC | 5,588 | $108.4 萬 | 0.57% | +173+3.2% | 加碼 |
| Boyd Watterson Asset Management LLC | 5,587 | $108.4 萬 | 0.44% | 00.0% | 不變 |
| OmniStar Financial Group, Inc. | 5,585 | $108.3 萬 | 1.37% | +801+16.7% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 5,575 | $108.1 萬 | 0.09% | +744+15.4% | 加碼 |
| Fiduciary Group LLC | 5,548 | $107.6 萬 | 0.14% | −57−1.0% | 減碼 |
| Focus Financial Network, Inc. | 5,525 | $107.2 萬 | 0.07% | −45−0.8% | 減碼 |
| Blackston Financial Advisory Group, LLC | 5,423 | $105.2 萬 | 0.79% | −31−0.6% | 減碼 |
| Palumbo Wealth Management LLC | 5,418 | $105.1 萬 | 0.70% | −258−4.5% | 減碼 |
| Wolff Financial Management LLC | 5,391 | $104.6 萬 | 0.36% | +5+0.1% | 加碼 |
| Amica Retiree Medical Trust | 5,365 | $104.1 萬 | 1.10% | +1,401+35.3% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,339 | $103.6 萬 | 0.08% | +3,302+162.1% | 加碼 |
| Paloma Partners Management Co | 5,333 | $103.5 萬 | 0.23% | +5,333 | 新進 |
| Harbour Investments, Inc. | 5,330 | $103.4 萬 | 0.06% | +110+2.1% | 加碼 |
| Coastline Trust Co | 5,328 | $103.4 萬 | 0.15% | −95−1.8% | 減碼 |
| First National Bank of South Miami | 5,323 | $103.3 萬 | 0.82% | −331−5.9% | 減碼 |
| Range Financial Group LLC | 5,316 | $103.1 萬 | 0.67% | −160−2.9% | 減碼 |
| Essex Savings Bank | 5,311 | $103.0 萬 | 0.36% | +76+1.5% | 加碼 |
| De Burlo Group Inc | 5,274 | $102.3 萬 | 0.20% | 00.0% | 不變 |
| Smith, Moore & Co. | 5,269 | $102.2 萬 | 0.14% | +125+2.4% | 加碼 |
| Phillips Wealth Planners LLC | 5,581 | $101.7 萬 | 1.34% | +192+3.6% | 加碼 |
| Xcel Wealth Management, LLC | 5,233 | $101.5 萬 | 0.36% | −74−1.4% | 減碼 |
| Heritage Wealth Advisors | 5,196 | $100.8 萬 | 0.06% | −5−0.1% | 減碼 |
| Founders Financial Alliance, LLC | 5,199 | $100.6 萬 | 0.50% | −386−6.9% | 減碼 |
| Keudell/Morrison Wealth Management | 5,187 | $100.6 萬 | 0.30% | +327+6.7% | 加碼 |
| Chicago Capital, LLC | 5,184 | $100.6 萬 | 0.05% | −220−4.1% | 減碼 |
| VeraBank, N.A. | 5,166 | $100.2 萬 | 0.47% | −70−1.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,150 | $99.9 萬 | 0.01% | −396−7.1% | 減碼 |
| Walter & Keenan Financial Consulting Co | 5,127 | $99.5 萬 | 0.38% | +62+1.2% | 加碼 |
| Intellectus Partners, LLC | 5,122 | $99.4 萬 | 0.31% | +130+2.6% | 加碼 |
| Eads & Heald Wealth Management | 5,115 | $99.2 萬 | 0.49% | −10−0.2% | 減碼 |
| Lantz Financial LLC | 5,100 | $98.9 萬 | 0.41% | +452+9.7% | 加碼 |
| Compass Wealth Management LLC | 5,099 | $98.9 萬 | 0.31% | +1,303+34.3% | 加碼 |
| Ar Asset Management Inc | 5,100 | $98.9 萬 | 0.27% | 00.0% | 不變 |
| Qtron Investments LLC | 5,094 | $98.8 萬 | 0.20% | −144−2.7% | 減碼 |
| FRG Family Wealth Advisors LLC | 5,080 | $98.5 萬 | 0.23% | −225−4.2% | 減碼 |
| CRA Financial Services, LLC | 5,071 | $98.4 萬 | 0.29% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 5,066 | $98.3 萬 | 0.05% | −193−3.7% | 減碼 |
| Fernwood Investment Management, LLC | 5,063 | $98.2 萬 | 0.38% | 00.0% | 不變 |
| Bangor Savings Bank | 5,048 | $97.9 萬 | 0.12% | −335−6.2% | 減碼 |
| Peoples Financial Services Corp. | 5,047 | $97.9 萬 | 0.46% | −41−0.8% | 減碼 |
| Capital Square, LLC | 5,190 | $97.9 萬 | 0.91% | +41+0.8% | 加碼 |
| Southeast Asset Advisors Inc. | 5,016 | $97.3 萬 | 0.15% | +71+1.4% | 加碼 |
| Pittenger & Anderson Inc | 5,009 | $97.2 萬 | 0.05% | +378+8.2% | 加碼 |
| Main Street Financial Solutions, LLC | 5,003 | $97.1 萬 | 0.14% | +308+6.6% | 加碼 |
| Solitude Financial Services | 5,000 | $97.0 萬 | 0.62% | −200−3.8% | 減碼 |
| Community Trust & Investment Co | 5,000 | $97.0 萬 | 0.08% | 00.0% | 不變 |