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 2 季 13F 持有人
United Parcel Service Inc 在 2023/6/30 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
- 2,258
- 較 2023 年第 1 季 +6 家
- 持有股數
- 5.08 億
- 較 2023 年第 1 季 −828.0 萬 (−1.6%)
- 總市值
- $910.2 億
- 較 2023 年第 1 季 −$90.1 億 (−9.0%)
- 新進機構
- 154
- 另有 873 家加碼
- 清倉機構
- 148
- 另有 957 家減碼
另有 15 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| VeraBank, N.A. | 5,131 | $92.0 萬 | 0.35% | −35−0.7% | 減碼 |
| Intellectus Partners, LLC | 5,130 | $91.9 萬 | 0.28% | +8+0.2% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,122 | $91.8 萬 | 0.01% | −28−0.5% | 減碼 |
| Ar Asset Management Inc | 5,100 | $91.4 萬 | 0.25% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 5,099 | $91.4 萬 | 0.02% | +2,694+112.0% | 加碼 |
| Qtron Investments LLC | 5,094 | $91.3 萬 | 0.17% | 00.0% | 不變 |
| FRG Family Wealth Advisors LLC | 5,080 | $91.1 萬 | 0.20% | 00.0% | 不變 |
| Darwin Advisors, LLC | 4,885 | $90.5 萬 | 0.23% | +381+8.5% | 加碼 |
| Amica Retiree Medical Trust | 5,043 | $90.4 萬 | 1.01% | −322−6.0% | 減碼 |
| apricus wealth, LLC | 4,935 | $90.2 萬 | 0.79% | −14−0.3% | 減碼 |
| Americana Partners, LLC | 5,029 | $90.1 萬 | 0.12% | +1,051+26.4% | 加碼 |
| Deseret Mutual Benefit Administrators | 5,025 | $90.1 萬 | 0.35% | +241+5.0% | 加碼 |
| Southeast Asset Advisors Inc. | 5,016 | $89.9 萬 | 0.13% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 5,011 | $89.8 萬 | 0.05% | −55−1.1% | 減碼 |
| Guardian Investment Management | 5,005 | $89.7 萬 | 0.77% | +5,005 | 新進 |
| Quadrant Capital Group LLC | 5,004 | $89.7 萬 | 0.09% | −1,905−27.6% | 減碼 |
| Community Trust & Investment Co | 5,000 | $89.6 萬 | 0.07% | 00.0% | 不變 |
| CPR Investments Inc. | 5,000 | $89.6 萬 | 0.86% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 4,891 | $89.4 萬 | 0.47% | +176+3.7% | 加碼 |
| Solitude Financial Services | 4,982 | $89.3 萬 | 0.51% | −18−0.4% | 減碼 |
| Fernwood Investment Management, LLC | 4,963 | $89.0 萬 | 0.32% | −100−2.0% | 減碼 |
| Lumature Wealth Partners, LLC | 4,933 | $88.4 萬 | 0.53% | −18−0.4% | 減碼 |
| Ropes Wealth Advisors LLC | 4,916 | $88.1 萬 | 0.15% | +14+0.3% | 加碼 |
| Peoples Financial Services Corp. | 4,912 | $88.0 萬 | 0.39% | −135−2.7% | 減碼 |
| Inceptionr LLC | 4,901 | $87.9 萬 | 0.47% | +4,901 | 新進 |
| NVWM, LLC | 4,900 | $87.8 萬 | 0.29% | +5+0.1% | 加碼 |
| De Burlo Group Inc | 4,894 | $87.7 萬 | 0.15% | −380−7.2% | 減碼 |
| LifeGuide Financial Advisors, LLC | 4,894 | $87.7 萬 | 0.59% | −50−1.0% | 減碼 |
| Lantz Financial LLC | 4,888 | $87.6 萬 | 0.34% | −212−4.2% | 減碼 |
| Valmark Advisers, Inc. | 4,887 | $87.6 萬 | 0.02% | −64−1.3% | 減碼 |
| Capital Advisors Wealth Management, LLC | 4,879 | $87.4 萬 | 0.22% | +234+5.0% | 加碼 |
| McKinley Capital Management LLC /Delaware | 4,876 | $87.4 萬 | 0.12% | +470+10.7% | 加碼 |
| Blackston Financial Advisory Group, LLC | 4,871 | $87.3 萬 | 0.63% | −552−10.2% | 減碼 |
| Capital Insight Partners, LLC | 4,866 | $87.2 萬 | 0.20% | −74−1.5% | 減碼 |
| Advisors Management Group Inc | 4,863 | $87.2 萬 | 0.26% | −44−0.9% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,865 | $87.2 萬 | 0.06% | −474−8.9% | 減碼 |
| Annex Advisory Services, LLC | 4,855 | $87.0 萬 | 0.05% | +445+10.1% | 加碼 |
| Alaska Permanent Fund Corp | 4,855 | $87.0 萬 | 0.02% | +4,855 | 新進 |
| Buttonwood Financial Advisors Inc. | 4,847 | $86.9 萬 | 0.54% | −13−0.3% | 減碼 |
| Paragon Financial Partners, Inc. | 4,831 | $86.6 萬 | 0.82% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 4,819 | $86.4 萬 | 0.42% | −296−5.8% | 減碼 |
| Mork Capital Management, LLC | 4,820 | $86.4 萬 | 0.66% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 4,803 | $86.1 萬 | 0.22% | +236+5.2% | 加碼 |
| OmniStar Financial Group, Inc. | 4,803 | $86.0 萬 | 1.01% | −782−14.0% | 減碼 |
| Forum Financial Management, LP | 4,790 | $85.9 萬 | 0.02% | +446+10.3% | 加碼 |
| Pettee Investors, Inc. | 4,780 | $85.7 萬 | 0.39% | −60−1.2% | 減碼 |
| City State Bank | 4,774 | $85.6 萬 | 0.46% | −111−2.3% | 減碼 |
| DeDora Capital, Inc. | 4,762 | $85.4 萬 | 0.33% | −114−2.3% | 減碼 |
| Longfellow Investment Management Co LLC | 4,737 | $84.9 萬 | 0.19% | +192+4.2% | 加碼 |
| Summit Global Investments | 4,696 | $84.2 萬 | 0.06% | +4,696 | 新進 |
| Stableford Capital II LLC | 4,666 | $84.2 萬 | 0.37% | +4,666 | 新進 |
| Allred Capital Management, LLC | 4,684 | $84.0 萬 | 0.41% | −904−16.2% | 減碼 |
| Meitav Dash Investments Ltd | 4,750 | $83.5 萬 | 0.01% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 4,657 | $83.5 萬 | 0.11% | −14−0.3% | 減碼 |
| Dividend Assets Capital, LLC | 4,643 | $83.2 萬 | 0.17% | −77−1.6% | 減碼 |
| MTM Investment Management, LLC | 4,622 | $82.9 萬 | 0.40% | +20.0% | 加碼 |
| Morningstar Investment Management LLC | 4,622 | $82.8 萬 | 0.11% | +2,257+95.4% | 加碼 |
| McAdam, LLC | 4,612 | $82.7 萬 | 0.07% | −15−0.3% | 減碼 |
| HM Payson & Co | 4,596 | $82.4 萬 | 0.02% | −104−2.2% | 減碼 |
| Versor Investments LP | 4,584 | $82.2 萬 | 0.14% | +2,384+108.4% | 加碼 |
| Palumbo Wealth Management LLC | 4,578 | $82.1 萬 | 0.50% | −840−15.5% | 減碼 |
| Pinnacle West Asset Management, Inc. | 4,575 | $82.0 萬 | 0.80% | −40−0.9% | 減碼 |
| SBB Research Group LLC | 4,549 | $81.5 萬 | 1.48% | +43+1.0% | 加碼 |
| Ogorek Anthony Joseph | 4,537 | $81.3 萬 | 0.31% | +1,944+75.0% | 加碼 |
| Principle Wealth Partners LLC | 4,527 | $81.1 萬 | 0.08% | 00.0% | 不變 |
| DAGCO, Inc. | 4,526 | $81.1 萬 | 0.40% | +3+0.1% | 加碼 |
| Harbor Investment Advisory, LLC | 4,524 | $81.1 萬 | 0.11% | +20+0.4% | 加碼 |
| Astoria Portfolio Advisors LLC. | 4,373 | $81.1 萬 | 0.31% | +406+10.2% | 加碼 |
| Lyell Wealth Management, LP | 4,518 | $81.0 萬 | 0.10% | −52−1.1% | 減碼 |
| Imprint Wealth LLC | 4,515 | $80.9 萬 | 0.51% | +24+0.5% | 加碼 |
| 44 Wealth Management LLC | 4,484 | $80.4 萬 | 0.27% | −10,305−69.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 4,475 | $80.2 萬 | 0.01% | −2,122−32.2% | 減碼 |
| S.A. Mason LLC | 4,111 | $79.7 萬 | 0.58% | 00.0% | 不變 |
| WestHill Financial Advisors, Inc. | 4,445 | $79.7 萬 | 0.23% | +10.0% | 加碼 |
| Oakworth Capital, Inc. | 4,429 | $79.4 萬 | 0.07% | −88−1.9% | 減碼 |
| Credential Qtrade Securities Inc. | 4,415 | $79.1 萬 | 0.05% | −178−3.9% | 減碼 |
| Investors Asset Management of Georgia Inc | 4,412 | $79.1 萬 | 0.41% | −35−0.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,409 | $79.0 萬 | 0.15% | +65+1.5% | 加碼 |
| West Paces Advisors Inc. | 4,386 | $78.6 萬 | 0.23% | −285−6.1% | 減碼 |
| Evermay Wealth Management LLC | 4,384 | $78.6 萬 | 0.15% | −205−4.5% | 減碼 |
| Jeppson Wealth Management, LLC | 4,381 | $78.5 萬 | 0.34% | +602+15.9% | 加碼 |
| Q Capital Solutions | 4,375 | $78.4 萬 | 0.69% | −4,805−52.3% | 減碼 |
| Geller Advisors LLC | 4,367 | $78.3 萬 | 0.10% | +2,996+218.5% | 加碼 |
| Triangle Securities Wealth Management | 4,345 | $77.9 萬 | 0.27% | −257−5.6% | 減碼 |
| KWB Wealth | 4,310 | $77.3 萬 | 0.12% | +877+25.5% | 加碼 |
| V-Square Quantitative Management LLC | 4,310 | $77.3 萬 | 0.56% | −135−3.0% | 減碼 |
| JFS Wealth Advisors, LLC | 4,304 | $77.2 萬 | 0.07% | +22+0.5% | 加碼 |
| CKW Financial Group | 4,301 | $77.1 萬 | 0.12% | +4,301 | 新進 |
| Meyer Handelman Co | 4,300 | $77.1 萬 | 0.03% | −1,500−25.9% | 減碼 |
| True Wealth Design, LLC | 4,285 | $76.8 萬 | 0.28% | +10.0% | 加碼 |
| Chicago Partners Investment Group LLC | 4,181 | $76.7 萬 | 0.04% | +372+9.8% | 加碼 |
| Salvus Wealth Management, LLC | 4,276 | $76.6 萬 | 0.59% | +93+2.2% | 加碼 |
| Human Investing LLC | 4,257 | $76.3 萬 | 0.17% | −401−8.6% | 減碼 |
| Cohen Capital Management, Inc. | 4,250 | $76.2 萬 | 0.15% | 00.0% | 不變 |
| Eisler Capital (US) LLC | 4,234 | $75.9 萬 | 0.42% | +4,234 | 新進 |
| Simon Quick Advisors, LLC | 4,189 | $75.1 萬 | 0.07% | −104−2.4% | 減碼 |
| Transcend Wealth Collective, LLC | 4,189 | $75.1 萬 | 0.07% | −7,478−64.1% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 4,177 | $74.9 萬 | 0.56% | −15−0.4% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,176 | $74.8 萬 | 0.10% | −20−0.5% | 減碼 |
| Vista Investment Management | 4,171 | $74.8 萬 | 0.38% | +59+1.4% | 加碼 |