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 4 季 13F 持有人
United Parcel Service Inc 在 2023/12/31 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
- 2,268
- 較 2023 年第 3 季 +98 家
- 持有股數
- 5.14 億
- 較 2023 年第 3 季 +829.6 萬 (+1.6%)
- 總市值
- $808.0 億
- 較 2023 年第 3 季 +$20.8 億 (+2.6%)
- 新進機構
- 250
- 另有 793 家加碼
- 清倉機構
- 152
- 另有 1,002 家減碼
另有 39 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| WestHill Financial Advisors, Inc. | 4,448 | $69.9 萬 | 0.19% | +10.0% | 加碼 |
| Geneos Wealth Management Inc. | 4,448 | $69.9 萬 | 0.03% | −2,297−34.1% | 減碼 |
| Johnson Financial Group, Inc. | 4,468 | $70.3 萬 | 0.04% | −2,885−39.2% | 減碼 |
| Boston Family Office LLC | 4,493 | $70.6 萬 | 0.05% | −1,401−23.8% | 減碼 |
| Altus Wealth Group LLC | 4,497 | $70.7 萬 | 0.39% | +580+14.8% | 加碼 |
| Trust Point Inc. | 4,506 | $70.8 萬 | 0.06% | +4,506 | 新進 |
| Allred Capital Management, LLC | 4,510 | $70.9 萬 | 0.31% | −5−0.1% | 減碼 |
| Delta Financial Group, Inc. | 4,576 | $72.0 萬 | 0.23% | −124−2.6% | 減碼 |
| Smith, Moore & Co. | 4,599 | $72.3 萬 | 0.09% | −689−13.0% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,615 | $72.6 萬 | 0.08% | +308+7.2% | 加碼 |
| Precedent Wealth Partners, LLC | 4,627 | $72.7 萬 | 0.37% | +4,627 | 新進 |
| Community Bank & Trust, Waco, Texas | 4,663 | $73.3 萬 | 0.20% | +564+13.8% | 加碼 |
| Fernwood Investment Management, LLC | 4,663 | $73.3 萬 | 0.24% | −300−6.0% | 減碼 |
| Thoroughbred Financial Services, LLC | 4,670 | $73.4 萬 | 0.06% | −324−6.5% | 減碼 |
| Acropolis Investment Management, LLC | 4,674 | $73.5 萬 | 0.05% | +175+3.9% | 加碼 |
| ZWJ Investment Counsel Inc | 4,684 | $73.7 萬 | 0.04% | −703−13.0% | 減碼 |
| LifeGuide Financial Advisors, LLC | 4,686 | $73.7 萬 | 0.39% | −108−2.3% | 減碼 |
| Imprint Wealth LLC | 4,687 | $73.7 萬 | 0.59% | +184+4.1% | 加碼 |
| Summit Trail Advisors, LLC | 4,702 | $73.9 萬 | 0.02% | +557+13.4% | 加碼 |
| McAdam, LLC | 4,712 | $74.1 萬 | 0.05% | +35+0.7% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 4,716 | $74.2 萬 | 0.19% | +1,244+35.8% | 加碼 |
| FRG Family Wealth Advisors LLC | 4,720 | $74.2 萬 | 0.15% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 4,726 | $74.3 萬 | 0.06% | −101−2.1% | 減碼 |
| Longfellow Investment Management Co LLC | 4,737 | $74.5 萬 | 0.18% | 00.0% | 不變 |
| Buttonwood Financial Advisors Inc. | 4,738 | $74.5 萬 | 0.41% | −90−1.9% | 減碼 |
| Southeast Asset Advisors Inc. | 4,745 | $74.6 萬 | 0.10% | 00.0% | 不變 |
| Meitav Dash Investments Ltd | 4,750 | $74.7 萬 | 0.01% | 00.0% | 不變 |
| City State Bank | 4,760 | $74.8 萬 | 0.37% | −14−0.3% | 減碼 |
| Parallax Volatility Advisers, L.P. | 4,777 | $75.1 萬 | 0.02% | −142,566−96.8% | 減碼 |
| Annex Advisory Services, LLC | 4,788 | $75.3 萬 | 0.03% | −192−3.9% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 4,799 | $75.5 萬 | 0.51% | +586+13.9% | 加碼 |
| Solitude Financial Services | 4,800 | $75.5 萬 | 0.41% | −100−2.0% | 減碼 |
| Pettee Investors, Inc. | 4,800 | $75.5 萬 | 0.33% | +20+0.4% | 加碼 |
| Lake Street Advisors Group, LLC | 4,804 | $75.5 萬 | 0.04% | −11,569−70.7% | 減碼 |
| Advisor Resource Council | 4,805 | $75.6 萬 | 0.09% | +4,805 | 新進 |
| Capital Insight Partners, LLC | 4,825 | $75.9 萬 | 0.16% | −41−0.8% | 減碼 |
| Strategic Investment Solutions, Inc. | 4,842 | $76.1 萬 | 0.13% | +4,527+1,437.1% | 加碼 |
| Advisors Management Group Inc | 4,852 | $76.3 萬 | 0.21% | +3+0.1% | 加碼 |
| Keudell/Morrison Wealth Management | 4,858 | $76.4 萬 | 0.25% | −10.0% | 減碼 |
| Hilltop Partners LLC | 4,859 | $76.4 萬 | 0.30% | −564−10.4% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 4,866 | $76.5 萬 | 0.70% | +4,866 | 新進 |
| Astoria Portfolio Advisors LLC. | 5,244 | $76.5 萬 | 0.31% | +1,487+39.6% | 加碼 |
| Westpac Banking Corp | 4,872 | $76.6 萬 | 0.06% | −1,575−24.4% | 減碼 |
| Valmark Advisers, Inc. | 4,898 | $77.0 萬 | 0.01% | −111−2.2% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,899 | $77.0 萬 | 0.15% | +109+2.3% | 加碼 |
| Darwin Advisors, LLC | 4,907 | $77.2 萬 | 0.21% | −34−0.7% | 減碼 |
| apricus wealth, LLC | 4,930 | $77.5 萬 | 0.59% | −5−0.1% | 減碼 |
| DeDora Capital, Inc. | 4,933 | $77.6 萬 | 0.27% | +284+6.1% | 加碼 |
| Morningstar Investment Management LLC | 4,959 | $78.0 萬 | 0.09% | +16+0.3% | 加碼 |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $78.0 萬 | 0.48% | 00.0% | 不變 |
| Proequities, Inc. | 4,971 | $78.2 萬 | 0.06% | +646+14.9% | 加碼 |
| Tobam | 4,976 | $78.2 萬 | 0.07% | +1,026+26.0% | 加碼 |
| Golden State Equity Partners | 4,986 | $78.4 萬 | 0.19% | −614−11.0% | 減碼 |
| CPR Investments Inc. | 5,000 | $78.6 萬 | 0.76% | 00.0% | 不變 |
| Capital Square, LLC | 5,001 | $78.6 萬 | 0.89% | −109−2.1% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 5,013 | $78.8 萬 | 0.00% | +763+18.0% | 加碼 |
| Blackston Financial Advisory Group, LLC | 5,033 | $79.1 萬 | 0.50% | +85+1.7% | 加碼 |
| Inceptionr LLC | 5,052 | $79.4 萬 | 0.57% | +919+22.2% | 加碼 |
| W.H. Cornerstone Investments Inc. | 5,065 | $79.6 萬 | 0.63% | −1,605−24.1% | 減碼 |
| Chicago Capital, LLC | 5,065 | $79.6 萬 | 0.03% | −119−2.3% | 減碼 |
| David Loasby | 5,043 | $80.0 萬 | 0.09% | −515−9.3% | 減碼 |
| Fiduciary Group LLC | 5,091 | $80.0 萬 | 0.09% | −112−2.2% | 減碼 |
| Mirabaud Asset Management Ltd | 5,093 | $80.1 萬 | 0.34% | +5,093 | 新進 |
| Access Investment Management LLC | 5,100 | $80.2 萬 | 0.30% | +5,100 | 新進 |
| Ar Asset Management Inc | 5,100 | $80.2 萬 | 0.21% | 00.0% | 不變 |
| Community Trust & Investment Co | 5,101 | $80.2 萬 | 0.06% | −202−3.8% | 減碼 |
| Baker Tilly Wealth Management, LLC | 5,117 | $80.5 萬 | 0.13% | −987−16.2% | 減碼 |
| MKT Advisors LLC | 5,080 | $80.6 萬 | 0.53% | −15−0.3% | 減碼 |
| Mountain Capital Investment Advisors, Inc | 5,059 | $80.9 萬 | 0.27% | −230−4.3% | 減碼 |
| Taylor Financial Group, Inc. | 5,148 | $80.9 萬 | 0.67% | +5,148 | 新進 |
| VeraBank, N.A. | 5,169 | $81.3 萬 | 0.27% | +38+0.7% | 加碼 |
| Fortem Financial Group, LLC | 5,172 | $81.3 萬 | 0.40% | −227−4.2% | 減碼 |
| RMR Wealth Builders | 5,180 | $81.4 萬 | 0.11% | +1,312+33.9% | 加碼 |
| Essex Financial Services, Inc. | 5,190 | $81.6 萬 | 0.08% | +277+5.6% | 加碼 |
| Pinnacle West Asset Management, Inc. | 5,195 | $81.7 萬 | 0.70% | +280+5.7% | 加碼 |
| Investors Asset Management of Georgia Inc | 5,192 | $81.7 萬 | 0.41% | +700+15.6% | 加碼 |
| First Citizens Bank & Trust Co | 5,212 | $81.9 萬 | 0.01% | +400+8.3% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 5,222 | $82.1 萬 | 0.38% | +229+4.6% | 加碼 |
| Joel Isaacson & Co., LLC | 5,226 | $82.2 萬 | 0.05% | −13−0.2% | 減碼 |
| Boyd Watterson Asset Management LLC | 5,226 | $82.2 萬 | 0.32% | 00.0% | 不變 |
| Capital Wealth Planning, LLC | 5,292 | $83.2 萬 | 0.01% | −2,194,526−99.8% | 減碼 |
| IFG Advisory, LLC | 5,293 | $83.2 萬 | 0.06% | −1,650−23.8% | 減碼 |
| Choate Investment Advisors | 5,302 | $83.4 萬 | 0.03% | −991−15.7% | 減碼 |
| Girard Partners Ltd. | 5,315 | $83.6 萬 | 0.08% | −1,736−24.6% | 減碼 |
| Bangor Savings Bank | 5,319 | $83.6 萬 | 0.09% | +70+1.3% | 加碼 |
| Credential Qtrade Securities Inc. | 5,325 | $83.7 萬 | 0.05% | +860+19.3% | 加碼 |
| Cetera Trust Company, N.A | 5,339 | $83.9 萬 | 0.52% | +5,339 | 新進 |
| Peoples Financial Services Corp. | 5,343 | $84.0 萬 | 0.36% | −63−1.2% | 減碼 |
| Lakewood Asset Management LLC | 5,424 | $85.3 萬 | 0.66% | −790−12.7% | 減碼 |
| Occudo Quantitative Strategies LP | 5,449 | $85.7 萬 | 0.12% | −8,886−62.0% | 減碼 |
| Herold Advisors, Inc. | 5,449 | $85.7 萬 | 0.24% | −901−14.2% | 減碼 |
| Eads & Heald Wealth Management | 5,451 | $85.7 萬 | 0.41% | +687+14.4% | 加碼 |
| Simmons Bank | 5,459 | $85.8 萬 | 0.07% | −900−14.2% | 減碼 |
| Monument Capital Management | 5,461 | $85.9 萬 | 0.28% | +858+18.6% | 加碼 |
| JT Stratford LLC | 5,466 | $85.9 萬 | 0.20% | −827−13.1% | 減碼 |
| Missouri Trust & Investment Co | 5,512 | $86.7 萬 | 0.35% | −150−2.6% | 減碼 |
| Lindbrook Capital, LLC | 5,529 | $86.9 萬 | 0.09% | +217+4.1% | 加碼 |
| SPC Financial, Inc. | 5,537 | $87.1 萬 | 0.09% | −2,881−34.2% | 減碼 |
| Main Street Financial Solutions, LLC | 5,538 | $87.1 萬 | 0.11% | −44−0.8% | 減碼 |
| Paragon Private Wealth Management, LLC | 5,551 | $87.3 萬 | 0.61% | −911−14.1% | 減碼 |