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 3 季 13F 持有人
United Parcel Service Inc 在 2023/9/30 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
- 2,210
- 較 2023 年第 2 季 −22 家
- 持有股數
- 5.06 億
- 較 2023 年第 2 季 −34.1 萬 (−0.1%)
- 總市值
- $788.5 億
- 較 2023 年第 2 季 −$120.2 億 (−13.2%)
- 新進機構
- 134
- 另有 893 家加碼
- 清倉機構
- 156
- 另有 906 家減碼
另有 26 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| De Burlo Group Inc | 4,194 | $65.4 萬 | 0.11% | −700−14.3% | 減碼 |
| Corton Capital Inc. | 4,194 | $65.4 萬 | 0.33% | +2,280+119.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,202 | $65.5 萬 | 0.11% | +163+4.0% | 加碼 |
| Sentry Investment Management LLC | 4,200 | $65.5 萬 | 0.31% | −963−18.7% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 4,213 | $65.7 萬 | 0.50% | +4,213 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 4,250 | $66.2 萬 | 0.00% | +115+2.8% | 加碼 |
| Community Bank & Trust, Waco, Texas | 4,099 | $66.2 萬 | 0.24% | +4+0.1% | 加碼 |
| Cohen Capital Management, Inc. | 4,250 | $66.2 萬 | 0.14% | 00.0% | 不變 |
| Shakespeare Wealth Management, Inc. | 4,256 | $66.3 萬 | 0.23% | +3,066+257.6% | 加碼 |
| Kovack Advisors, Inc. | 4,271 | $66.6 萬 | 0.09% | −386−8.3% | 減碼 |
| True Wealth Design, LLC | 4,275 | $66.6 萬 | 0.22% | −10−0.2% | 減碼 |
| Putnam Investments LLC | 4,282 | $66.7 萬 | 0.00% | +197+4.8% | 加碼 |
| CKW Financial Group | 4,301 | $67.0 萬 | 0.10% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 4,307 | $67.1 萬 | 0.08% | +131+3.1% | 加碼 |
| Salvus Wealth Management, LLC | 4,312 | $67.2 萬 | 0.53% | +36+0.8% | 加碼 |
| Proequities, Inc. | 4,325 | $67.4 萬 | 0.05% | +721+20.0% | 加碼 |
| Rogco, LP | 4,327 | $67.4 萬 | 0.33% | +4,327 | 新進 |
| Geller Advisors LLC | 4,330 | $67.5 萬 | 0.08% | −37−0.8% | 減碼 |
| West Paces Advisors Inc. | 4,356 | $67.9 萬 | 0.21% | −30−0.7% | 減碼 |
| JFS Wealth Advisors, LLC | 4,357 | $67.9 萬 | 0.06% | +53+1.2% | 加碼 |
| Virtue Capital Management, LLC | 3,794 | $68.3 萬 | 0.12% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 4,389 | $68.4 萬 | 0.14% | +5+0.1% | 加碼 |
| LVW Advisors, LLC | 4,396 | $68.5 萬 | 0.15% | +3,253+284.6% | 加碼 |
| CTC Alternative Strategies, Ltd. | 4,400 | $68.6 萬 | 1.29% | +4,400 | 新進 |
| Donoghue Forlines LLC | 4,413 | $68.8 萬 | 0.24% | +2,116+92.1% | 加碼 |
| Investors Asset Management of Georgia Inc | 4,492 | $69.2 萬 | 0.38% | +80+1.8% | 加碼 |
| WestHill Financial Advisors, Inc. | 4,447 | $69.3 萬 | 0.20% | +20.0% | 加碼 |
| MQS Management LLC | 4,461 | $69.5 萬 | 0.42% | +1,724+63.0% | 加碼 |
| OmniStar Financial Group, Inc. | 4,443 | $69.5 萬 | 0.83% | −360−7.5% | 減碼 |
| Credential Qtrade Securities Inc. | 4,465 | $69.6 萬 | 0.05% | +50+1.1% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,937 | $70.1 萬 | 0.01% | −185−3.6% | 減碼 |
| Acropolis Investment Management, LLC | 4,499 | $70.1 萬 | 0.05% | +456+11.3% | 加碼 |
| Imprint Wealth LLC | 4,503 | $70.2 萬 | 0.59% | −12−0.3% | 減碼 |
| Nwam LLC | 4,509 | $70.3 萬 | 0.07% | −2,882−39.0% | 減碼 |
| Allred Capital Management, LLC | 4,515 | $70.4 萬 | 0.35% | −169−3.6% | 減碼 |
| Phillips Wealth Planners LLC | 4,634 | $70.5 萬 | 0.95% | −1,025−18.1% | 減碼 |
| Thrive Wealth Management, LLC | 4,527 | $70.6 萬 | 0.19% | −276−5.7% | 減碼 |
| Ridgewood Investments LLC | 4,529 | $70.6 萬 | 0.46% | +4,131+1,037.9% | 加碼 |
| Qtron Investments LLC | 4,533 | $70.7 萬 | 0.13% | −561−11.0% | 減碼 |
| MTM Investment Management, LLC | 4,562 | $71.1 萬 | 0.36% | −60−1.3% | 減碼 |
| Seven Eight Capital, LP | 4,589 | $71.5 萬 | 0.08% | +4,589 | 新進 |
| SBB Research Group LLC | 4,592 | $71.6 萬 | 1.28% | +43+0.9% | 加碼 |
| Ogorek Anthony Joseph | 4,595 | $71.6 萬 | 0.28% | +58+1.3% | 加碼 |
| Syon Capital LLC | 4,600 | $71.7 萬 | 0.09% | +4,600 | 新進 |
| Monument Capital Management | 4,603 | $71.8 萬 | 0.24% | −15,348−76.9% | 減碼 |
| Stableford Capital II LLC | 5,201 | $71.9 萬 | 0.33% | +535+11.5% | 加碼 |
| DeDora Capital, Inc. | 4,649 | $72.5 萬 | 0.29% | −113−2.4% | 減碼 |
| Lloyd Advisory Services, LLC. | 4,652 | $72.5 萬 | 0.24% | +4,652 | 新進 |
| Norden Group LLC | 4,652 | $72.5 萬 | 0.24% | +4,652 | 新進 |
| KWB Wealth | 4,051 | $72.6 萬 | 0.12% | −259−6.0% | 減碼 |
| McAdam, LLC | 4,677 | $72.9 萬 | 0.06% | +65+1.4% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 5,289 | $73.0 萬 | 0.27% | −4,409−45.5% | 減碼 |
| Meitav Dash Investments Ltd | 4,750 | $73.1 萬 | 0.01% | 00.0% | 不變 |
| Delta Financial Group, Inc. | 4,700 | $73.3 萬 | 0.25% | +4,700 | 新進 |
| FRG Family Wealth Advisors LLC | 4,720 | $73.6 萬 | 0.17% | −360−7.1% | 減碼 |
| Longfellow Investment Management Co LLC | 4,737 | $73.8 萬 | 0.20% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 4,745 | $74.0 萬 | 0.10% | −271−5.4% | 減碼 |
| Deseret Mutual Benefit Administrators | 4,766 | $74.3 萬 | 0.36% | −259−5.2% | 減碼 |
| Eads & Heald Wealth Management | 4,764 | $74.3 萬 | 0.39% | −55−1.1% | 減碼 |
| City State Bank | 4,774 | $74.4 萬 | 0.41% | 00.0% | 不變 |
| Pettee Investors, Inc. | 4,780 | $74.5 萬 | 0.35% | 00.0% | 不變 |
| Forum Financial Management, LP | 4,788 | $74.6 萬 | 0.02% | −20.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,790 | $74.7 萬 | 0.15% | +381+8.6% | 加碼 |
| LifeGuide Financial Advisors, LLC | 4,794 | $74.7 萬 | 0.44% | −100−2.0% | 減碼 |
| First Citizens Bank & Trust Co | 4,812 | $75.0 萬 | 0.01% | −287−5.6% | 減碼 |
| Mork Capital Management, LLC | 4,820 | $75.1 萬 | 0.59% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 4,827 | $75.2 萬 | 0.08% | +300+6.6% | 加碼 |
| Buttonwood Financial Advisors Inc. | 4,828 | $75.2 萬 | 0.48% | −19−0.4% | 減碼 |
| Paragon Financial Partners, Inc. | 4,831 | $75.3 萬 | 0.78% | 00.0% | 不變 |
| Advisors Management Group Inc | 4,849 | $75.6 萬 | 0.23% | −14−0.3% | 減碼 |
| HM Payson & Co | 4,858 | $75.7 萬 | 0.02% | +262+5.7% | 加碼 |
| Keudell/Morrison Wealth Management | 4,859 | $75.7 萬 | 0.23% | −358−6.9% | 減碼 |
| Capital Insight Partners, LLC | 4,866 | $75.8 萬 | 0.17% | 00.0% | 不變 |
| World Equity Group, Inc. | 5,078 | $75.9 萬 | 0.16% | +2,566+102.1% | 加碼 |
| Lantz Financial LLC | 4,887 | $76.2 萬 | 0.30% | −10.0% | 減碼 |
| Solitude Financial Services | 4,900 | $76.4 萬 | 0.43% | −82−1.6% | 減碼 |
| Wealthspire Advisors, LLC | 4,910 | $76.5 萬 | 0.01% | +994+25.4% | 加碼 |
| apricus wealth, LLC | 4,935 | $76.5 萬 | 0.67% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 4,913 | $76.6 萬 | 0.09% | −321−6.1% | 減碼 |
| Pinnacle West Asset Management, Inc. | 4,915 | $76.6 萬 | 0.75% | +340+7.4% | 加碼 |
| Xcel Wealth Management, LLC | 4,931 | $76.9 萬 | 0.30% | −602−10.9% | 減碼 |
| Morningstar Investment Management LLC | 4,943 | $77.0 萬 | 0.11% | +321+6.9% | 加碼 |
| Darwin Advisors, LLC | 4,941 | $77.0 萬 | 0.21% | +56+1.1% | 加碼 |
| Blackston Financial Advisory Group, LLC | 4,948 | $77.1 萬 | 0.54% | +77+1.6% | 加碼 |
| McKinley Capital Management LLC /Delaware | 4,959 | $77.3 萬 | 0.11% | +83+1.7% | 加碼 |
| Patrick Mauro Investment Advisor, INC. | 4,960 | $77.3 萬 | 0.50% | −1,280−20.5% | 減碼 |
| Fernwood Investment Management, LLC | 4,963 | $77.4 萬 | 0.28% | 00.0% | 不變 |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $77.4 萬 | 0.55% | −200−3.9% | 減碼 |
| Harbour Investments, Inc. | 4,975 | $77.6 萬 | 0.04% | −254−4.9% | 減碼 |
| Annex Advisory Services, LLC | 4,980 | $77.6 萬 | 0.05% | +125+2.6% | 加碼 |
| Thoroughbred Financial Services, LLC | 4,994 | $77.8 萬 | 0.08% | +2,164+76.5% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 4,993 | $77.8 萬 | 0.41% | +102+2.1% | 加碼 |
| Gabelli Funds LLC | 5,000 | $77.9 萬 | 0.01% | −5,250−51.2% | 減碼 |
| CPR Investments Inc. | 5,000 | $77.9 萬 | 0.84% | 00.0% | 不變 |
| Greenland Capital Management LP | 5,000 | $77.9 萬 | 0.09% | +5,000 | 新進 |
| Valmark Advisers, Inc. | 5,009 | $78.1 萬 | 0.02% | +122+2.5% | 加碼 |
| Park Place Capital Corp | 5,012 | $78.1 萬 | 0.23% | −173−3.3% | 減碼 |
| Capital Square, LLC | 5,110 | $78.6 萬 | 1.06% | −81−1.6% | 減碼 |
| MKT Advisors LLC | 5,095 | $79.0 萬 | 0.60% | +14+0.3% | 加碼 |
| Ar Asset Management Inc | 5,100 | $79.5 萬 | 0.22% | 00.0% | 不變 |