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 |
|---|---|---|---|---|---|
| CPR Investments Inc. | 5,000 | $97.0 萬 | 0.93% | 00.0% | 不變 |
| MKT Advisors LLC | 5,114 | $96.9 萬 | 0.72% | +10.0% | 加碼 |
| Herold Advisors, Inc. | 4,977 | $96.5 萬 | 0.33% | +2,247+82.3% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,975 | $96.5 萬 | 0.02% | +909+22.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,951 | $96.0 萬 | 0.16% | +609+14.0% | 加碼 |
| Lumature Wealth Partners, LLC | 4,951 | $96.0 萬 | 0.54% | +9+0.2% | 加碼 |
| Valmark Advisers, Inc. | 4,951 | $96.0 萬 | 0.02% | −5−0.1% | 減碼 |
| apricus wealth, LLC | 4,949 | $96.0 萬 | 0.88% | −179−3.5% | 減碼 |
| Dana Investment Advisors, Inc. | 4,948 | $96.0 萬 | 0.05% | +2,113+74.5% | 加碼 |
| LifeGuide Financial Advisors, LLC | 4,944 | $95.9 萬 | 0.77% | −150−2.9% | 減碼 |
| Capital Insight Partners, LLC | 4,940 | $95.8 萬 | 0.23% | −325−6.2% | 減碼 |
| Strategic Investment Solutions, Inc. | 4,937 | $95.8 萬 | 0.19% | −252−4.9% | 減碼 |
| Nwam LLC | 4,933 | $95.7 萬 | 0.10% | −2,531−33.9% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 4,922 | $95.5 萬 | 0.01% | +3,683+297.3% | 加碼 |
| Virtus ETF Advisers LLC | 4,917 | $95.4 萬 | 0.52% | +251+5.4% | 加碼 |
| Advisors Management Group Inc | 4,907 | $95.2 萬 | 0.30% | −48−1.0% | 減碼 |
| Ropes Wealth Advisors LLC | 4,902 | $95.1 萬 | 0.17% | −171−3.4% | 減碼 |
| NVWM, LLC | 4,895 | $95.0 萬 | 0.32% | +136+2.9% | 加碼 |
| City State Bank | 4,885 | $94.8 萬 | 0.54% | −25−0.5% | 減碼 |
| DeDora Capital, Inc. | 4,876 | $94.6 萬 | 0.40% | −162−3.2% | 減碼 |
| Buttonwood Financial Advisors Inc. | 4,860 | $94.3 萬 | 0.73% | −41−0.8% | 減碼 |
| Pettee Investors, Inc. | 4,840 | $93.9 萬 | 0.45% | 00.0% | 不變 |
| Paragon Financial Partners, Inc. | 4,831 | $93.7 萬 | 0.98% | −504−9.4% | 減碼 |
| Rothschild Investment Corp | 4,829 | $93.7 萬 | 0.08% | +8+0.2% | 加碼 |
| Occidental Asset Management, LLC | 4,826 | $93.6 萬 | 0.23% | +903+23.0% | 加碼 |
| Mork Capital Management, LLC | 4,820 | $93.5 萬 | 0.76% | 00.0% | 不變 |
| Sentry Investment Management LLC | 4,807 | $93.3 萬 | 0.38% | −46−0.9% | 減碼 |
| Deseret Mutual Benefit Administrators | 4,784 | $92.8 萬 | 0.37% | +48+1.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,774 | $92.6 萬 | 0.12% | −61−1.3% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 4,762 | $92.4 萬 | 0.00% | −12,523−72.5% | 減碼 |
| David Loasby | 4,892 | $92.2 萬 | 0.11% | +1,681+52.4% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 4,715 | $91.5 萬 | 0.52% | +274+6.2% | 加碼 |
| HM Payson & Co | 4,700 | $91.2 萬 | 0.02% | +282+6.4% | 加碼 |
| Meitav Dash Investments Ltd | 4,750 | $90.9 萬 | 0.02% | 00.0% | 不變 |
| Knightsbridge Asset Management, LLC | 4,675 | $90.7 萬 | 0.16% | +681+17.1% | 加碼 |
| West Paces Advisors Inc. | 4,671 | $90.6 萬 | 0.28% | +46+1.0% | 加碼 |
| Kovack Advisors, Inc. | 4,671 | $90.6 萬 | 0.12% | +193+4.3% | 加碼 |
| MRP Capital Investments, LLC | 4,670 | $90.6 萬 | 0.99% | +1,783+61.8% | 加碼 |
| Human Investing LLC | 4,658 | $90.4 萬 | 0.22% | −159−3.3% | 減碼 |
| Mendel Money Management | 4,652 | $90.2 萬 | 0.49% | +163+3.6% | 加碼 |
| Capital Advisors Wealth Management, LLC | 4,645 | $90.1 萬 | 0.25% | +86+1.9% | 加碼 |
| McAdam, LLC | 4,627 | $89.8 萬 | 0.08% | +1,075+30.3% | 加碼 |
| SageView Advisory Group, LLC | 4,622 | $89.7 萬 | 0.06% | −348−7.0% | 減碼 |
| MTM Investment Management, LLC | 4,620 | $89.6 萬 | 0.46% | +20.0% | 加碼 |
| Pinnacle West Asset Management, Inc. | 4,615 | $89.5 萬 | 0.93% | +4,615 | 新進 |
| Patton Albertson Miller Group, LLC | 4,612 | $89.5 萬 | 0.16% | −1,148−19.9% | 減碼 |
| Triangle Securities Wealth Management | 4,602 | $89.3 萬 | 0.32% | −173−3.6% | 減碼 |
| Credential Qtrade Securities Inc. | 4,593 | $89.1 萬 | 0.06% | +38+0.8% | 加碼 |
| Diversified Trust Co | 4,591 | $89.1 萬 | 0.03% | −3,414−42.6% | 減碼 |
| Evermay Wealth Management LLC | 4,589 | $89.0 萬 | 0.18% | −150−3.2% | 減碼 |
| Lyell Wealth Management, LP | 4,570 | $88.7 萬 | 0.12% | −200−4.2% | 減碼 |
| Thrive Wealth Management, LLC | 4,567 | $88.6 萬 | 0.23% | +439+10.6% | 加碼 |
| Meridian Wealth Advisors, LLC | 4,565 | $88.6 萬 | 0.22% | +104+2.3% | 加碼 |
| Longfellow Investment Management Co LLC | 4,545 | $88.2 萬 | 0.20% | +601+15.2% | 加碼 |
| Principle Wealth Partners LLC | 4,527 | $87.8 萬 | 0.09% | 00.0% | 不變 |
| Delta Financial Group, Inc. | 4,527 | $87.8 萬 | 0.34% | +60+1.3% | 加碼 |
| DAGCO, Inc. | 4,523 | $87.7 萬 | 0.47% | −47−1.0% | 減碼 |
| Acropolis Investment Management, LLC | 4,518 | $87.6 萬 | 0.07% | +404+9.8% | 加碼 |
| Oakworth Capital, Inc. | 4,517 | $87.6 萬 | 0.08% | 00.0% | 不變 |
| SBB Research Group LLC | 4,506 | $87.4 萬 | 1.23% | +39+0.9% | 加碼 |
| Harbor Investment Advisory, LLC | 4,504 | $87.4 萬 | 0.13% | −1,366−23.3% | 減碼 |
| Greenland Capital Management LP | 4,500 | $87.3 萬 | 0.10% | +4,500 | 新進 |
| Imprint Wealth LLC | 4,491 | $87.1 萬 | 0.57% | +4,491 | 新進 |
| Darwin Advisors, LLC | 4,504 | $87.1 萬 | 0.24% | −101−2.2% | 減碼 |
| Insigneo Advisory Services, LLC | 4,486 | $87.0 萬 | 0.28% | +482+12.0% | 加碼 |
| Cim, LLC | 4,468 | $86.7 萬 | 0.17% | +4,468 | 新進 |
| Investors Asset Management of Georgia Inc | 4,447 | $86.3 萬 | 0.46% | −50−1.1% | 減碼 |
| V-Square Quantitative Management LLC | 4,445 | $86.2 萬 | 0.79% | +4,445 | 新進 |
| WestHill Financial Advisors, Inc. | 4,444 | $86.2 萬 | 0.26% | −99−2.2% | 減碼 |
| Souders Financial Advisors | 4,439 | $86.1 萬 | 0.18% | +4,439 | 新進 |
| Annex Advisory Services, LLC | 4,410 | $85.5 萬 | 0.05% | −23−0.5% | 減碼 |
| McKinley Capital Management LLC /Delaware | 4,406 | $85.5 萬 | 0.11% | +4,406 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 4,344 | $84.3 萬 | 0.17% | +292+7.2% | 加碼 |
| Forum Financial Management, LP | 4,344 | $84.3 萬 | 0.02% | +99+2.3% | 加碼 |
| Asset Allocation & Management Company, LLC | 4,342 | $84.2 萬 | 0.34% | 00.0% | 不變 |
| Cookson Peirce & Co Inc | 4,318 | $83.8 萬 | 0.05% | +1,798+71.3% | 加碼 |
| Aptus Capital Advisors, LLC | 4,303 | $83.5 萬 | 0.02% | −9,280−68.3% | 減碼 |
| Concord Wealth Partners | 4,294 | $83.3 萬 | 0.24% | +1,048+32.3% | 加碼 |
| Simon Quick Advisors, LLC | 4,293 | $83.3 萬 | 0.09% | +488+12.8% | 加碼 |
| True Wealth Design, LLC | 4,284 | $83.1 萬 | 0.35% | +4,247+11,478.4% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 4,283 | $83.1 萬 | 0.50% | −9−0.2% | 減碼 |
| JFS Wealth Advisors, LLC | 4,282 | $83.1 萬 | 0.08% | −133−3.0% | 減碼 |
| Lakeview Capital Partners, LLC | 4,861 | $82.8 萬 | 0.26% | −349−6.7% | 減碼 |
| Cohen Capital Management, Inc. | 4,250 | $82.4 萬 | 0.17% | 00.0% | 不變 |
| Graypoint LLC | 4,247 | $82.4 萬 | 0.09% | +1,284+43.3% | 加碼 |
| Dividend Assets Capital, LLC | 4,720 | $82.0 萬 | 0.17% | 00.0% | 不變 |
| Gallagher Fiduciary Advisors, LLC | 4,219 | $81.9 萬 | 0.07% | +4,219 | 新進 |
| IVC Wealth Advisors LLC | 4,207 | $81.6 萬 | 0.58% | −1,499−26.3% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,196 | $81.4 萬 | 0.11% | −419−9.1% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 4,192 | $81.3 萬 | 0.66% | −757−15.3% | 減碼 |
| Verus Capital Partners, LLC | 4,191 | $81.3 萬 | 0.13% | +472+12.7% | 加碼 |
| Geneos Wealth Management Inc. | 4,189 | $81.3 萬 | 0.05% | −1,084−20.6% | 減碼 |
| Salvus Wealth Management, LLC | 4,183 | $81.1 萬 | 0.66% | +85+2.1% | 加碼 |
| LVW Advisors, LLC | 4,148 | $80.5 萬 | 0.16% | −662−13.8% | 減碼 |
| Greenwich Wealth Management LLC | 4,136 | $80.2 萬 | 0.09% | +17+0.4% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,128 | $80.1 萬 | 0.13% | −60−1.4% | 減碼 |
| SRN Advisors, LLC | 4,185 | $80.0 萬 | 0.73% | +1,015+32.0% | 加碼 |
| SC&H Financial Advisors, Inc. | 4,120 | $79.9 萬 | 0.29% | +4,120 | 新進 |
| Continuum Advisory, LLC | 4,118 | $79.9 萬 | 0.14% | +99+2.5% | 加碼 |
| Vista Investment Management | 4,112 | $79.8 萬 | 0.42% | +330+8.7% | 加碼 |