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 | 2,219 | $762.7 億 |
| 2023 年第 4 季 | 2,268 | $808.0 億 |
| 2023 年第 3 季 | 2,209 | $788.5 億 |
| 2023 年第 2 季 | 2,257 | $910.2 億 |
| 2023 年第 1 季 | 2,266 | $1,001 億 |
| 2022 年第 4 季 | 2,236 | $896.3 億 |
| 2022 年第 3 季 | 2,130 | $838.2 億 |
| 2022 年第 2 季 | 2,151 | $952.6 億 |
| 2022 年第 1 季 | 2,242 | $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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 8,996 | $141.4 萬 | 0.04% | +2,118+30.8% | 加碼 |
| V-Square Quantitative Management LLC | 9,004 | $141.6 萬 | 0.34% | +3,151+53.8% | 加碼 |
| SOA Wealth Advisors, LLC. | 9,021 | $141.8 萬 | 0.32% | +30.0% | 加碼 |
| Moody National Bank Trust Division | 9,042 | $142.2 萬 | 0.11% | −9,684−51.7% | 減碼 |
| Quadcap Wealth Management, LLC | 9,090 | $142.9 萬 | 0.37% | +9,090 | 新進 |
| McKinley Carter Wealth Services, Inc. | 9,113 | $143.3 萬 | 0.10% | −862−8.6% | 減碼 |
| Summit X, LLC | 9,111 | $143.3 萬 | 0.41% | +6,377+233.2% | 加碼 |
| AMG National Trust Bank | 9,147 | $143.8 萬 | 0.05% | −3,824−29.5% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 9,207 | $144.8 萬 | 0.14% | −20,571−69.1% | 減碼 |
| Werlinich Asset Management, LLC | 9,260 | $145.2 萬 | 1.10% | −211−2.2% | 減碼 |
| BlueChip Wealth Advisors LLC | 9,250 | $145.4 萬 | 1.02% | +9,250 | 新進 |
| Confluence Wealth Services, Inc. | 9,258 | $145.6 萬 | 0.16% | +736+8.6% | 加碼 |
| Cim, LLC | 9,799 | $146.7 萬 | 0.23% | +314+3.3% | 加碼 |
| Catalytic Wealth RIA, LLC | 9,430 | $148.3 萬 | 0.67% | +9,430 | 新進 |
| Ameritas Advisory Services, LLC | 9,711 | $149.1 萬 | 0.08% | −52,503−84.4% | 減碼 |
| Aberdeen Wealth Management LLC | 9,500 | $149.4 萬 | 1.08% | −297−3.0% | 減碼 |
| Concord Wealth Partners | 9,501 | $149.4 萬 | 0.30% | +638+7.2% | 加碼 |
| NBC Securities, Inc. | 9,582 | $150.6 萬 | 0.15% | −1,024−9.7% | 減碼 |
| Cox Capital Mgt LLC | 9,595 | $150.9 萬 | 0.98% | −2,531−20.9% | 減碼 |
| Van Hulzen Asset Management, LLC | 9,615 | $151.2 萬 | 0.11% | +1,851+23.8% | 加碼 |
| Norway Savings Bank | 9,622 | $151.3 萬 | 0.67% | −655−6.4% | 減碼 |
| Access Financial Services, Inc. | 9,627 | $151.4 萬 | 0.78% | −51−0.5% | 減碼 |
| Resonant Capital Advisors, LLC | 9,656 | $151.8 萬 | 0.15% | +5,817+151.5% | 加碼 |
| ForthRight Wealth Management, LLC | 9,674 | $152.1 萬 | 0.59% | −11−0.1% | 減碼 |
| Moneywise, Inc. | 9,688 | $152.3 萬 | 0.87% | −13−0.1% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 9,737 | $153.1 萬 | 1.10% | 00.0% | 不變 |
| Canandaigua National Bank & Trust Co | 9,833 | $154.6 萬 | 0.24% | −43−0.4% | 減碼 |
| Cullen Investment Group, Ltd. | 9,853 | $154.9 萬 | 0.27% | +9,853 | 新進 |
| Paralel Advisors LLC | 9,869 | $155.2 萬 | 0.08% | 00.0% | 不變 |
| R.H. Dinel Investment Counsel, Inc. | 9,900 | $155.7 萬 | 1.06% | −775−7.3% | 減碼 |
| Capital Investment Advisory Services, LLC | 9,907 | $155.8 萬 | 0.15% | −2,708−21.5% | 減碼 |
| Lantz Financial LLC | 9,936 | $156.2 萬 | 0.56% | +5,049+103.3% | 加碼 |
| Meridian Wealth Management, LLC | 9,981 | $156.9 萬 | 0.10% | +3,923+64.8% | 加碼 |
| Jackson Wealth Management, LLC | 9,995 | $157.2 萬 | 0.21% | −5,283−34.6% | 減碼 |
| American Assets Investment Management, LLC | 10,000 | $157.2 萬 | 0.16% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 10,065 | $158.3 萬 | 0.13% | −1,405−12.2% | 減碼 |
| Midland Wealth Advisors LLC | 10,067 | $158.3 萬 | 0.11% | +10,067 | 新進 |
| Providence Capital Advisors, LLC | 10,085 | $158.6 萬 | 0.38% | −295−2.8% | 減碼 |
| Cora Capital Advisors LLC | 10,138 | $159.4 萬 | 0.94% | +20.0% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 10,153 | $159.6 萬 | 0.10% | −225−2.2% | 減碼 |
| Harbour Investments, Inc. | 10,197 | $160.3 萬 | 0.07% | +5,222+105.0% | 加碼 |
| NEOS Investment Management LLC | 10,224 | $160.8 萬 | 0.15% | +2,777+37.3% | 加碼 |
| Parsons Capital Management Inc | 10,281 | $161.7 萬 | 0.12% | +30+0.3% | 加碼 |
| Profund Advisors LLC | 10,286 | $161.7 萬 | 0.07% | +2,011+24.3% | 加碼 |
| Old National Bancorp | 10,297 | $161.9 萬 | 0.04% | −805−7.3% | 減碼 |
| Matrix Trust Co | 10,294 | $161.9 萬 | 0.38% | −128−1.2% | 減碼 |
| Wrapmanager Inc | 10,312 | $162.1 萬 | 0.48% | −306−2.9% | 減碼 |
| Vinva Investment Management Ltd | 10,314 | $162.2 萬 | 0.11% | +8,443+451.3% | 加碼 |
| Summit Financial, LLC | 10,326 | $162.4 萬 | 0.11% | −2,097−16.9% | 減碼 |
| Hunter Associates Investment Management LLC | 10,333 | $162.4 萬 | 0.30% | −9−0.1% | 減碼 |
| Neville Rodie & Shaw Inc | 10,345 | $162.7 萬 | 0.13% | −215−2.0% | 減碼 |
| Granite Investment Partners, LLC | 10,458 | $164.4 萬 | 0.06% | 00.0% | 不變 |
| Hudson Canyon Capital Management | 10,475 | $164.7 萬 | 1.20% | +754+7.8% | 加碼 |
| Vermillion & White Wealth Management Group, LLC | 10,487 | $164.9 萬 | 1.60% | +10,487 | 新進 |
| Hussman Strategic Advisors, Inc. | 10,500 | $165.1 萬 | 0.38% | +10,500 | 新進 |
| TrinityPoint Wealth, LLC | 10,566 | $166.1 萬 | 0.30% | −20,252−65.7% | 減碼 |
| Insigneo Advisory Services, LLC | 10,641 | $167.3 萬 | 0.24% | +2,103+24.6% | 加碼 |
| Modus Advisors, LLC | 10,681 | $167.9 萬 | 0.68% | −253−2.3% | 減碼 |
| Decatur Capital Management, Inc. | 10,766 | $169.3 萬 | 1.01% | +785+7.9% | 加碼 |
| Level Four Advisory Services, LLC | 10,773 | $169.4 萬 | 0.10% | +493+4.8% | 加碼 |
| Financial Advisory Service, Inc. | 10,781 | $169.5 萬 | 0.16% | +1,883+21.2% | 加碼 |
| Global Retirement Partners, LLC | 10,922 | $169.7 萬 | 0.07% | +2,317+26.9% | 加碼 |
| Worldquant Millennium Advisors LLC | 10,858 | $170.7 萬 | 0.02% | +10,858 | 新進 |
| Houlihan Financial Resource Group, Ltd. | 10,863 | $170.8 萬 | 0.83% | −16−0.1% | 減碼 |
| Balentine LLC | 10,919 | $171.7 萬 | 0.05% | +1,877+20.8% | 加碼 |
| Wealth Alliance | 10,931 | $171.9 萬 | 0.24% | −1,104−9.2% | 減碼 |
| Intrua Financial, LLC | 10,932 | $171.9 萬 | 0.27% | −2,083−16.0% | 減碼 |
| Resources Investment Advisors, LLC. | 11,017 | $173.2 萬 | 0.03% | +1,757+19.0% | 加碼 |
| Redmond Asset Management, LLC | 11,021 | $173.3 萬 | 0.56% | +1,585+16.8% | 加碼 |
| Wimmer Associates 1, LLC | 11,037 | $173.5 萬 | 0.98% | −522−4.5% | 減碼 |
| Entropy Technologies, LP | 11,073 | $174.1 萬 | 0.32% | +11,073 | 新進 |
| SageView Advisory Group, LLC | 12,006 | $174.2 萬 | 0.07% | +6,413+114.7% | 加碼 |
| Court Place Advisors, LLC | 11,167 | $175.6 萬 | 0.58% | −489−4.2% | 減碼 |
| Hedges Asset Management LLC | 11,200 | $176.1 萬 | 1.38% | 00.0% | 不變 |
| Loudon Investment Management, LLC | 11,205 | $176.2 萬 | 1.09% | 00.0% | 不變 |
| Sterneck Capital Management, LLC | 11,216 | $176.4 萬 | 1.12% | −384−3.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 11,311 | $177.8 萬 | 0.10% | −4,893−30.2% | 減碼 |
| Foundations Investment Advisors, LLC | 12,491 | $177.9 萬 | 0.05% | −15,955−56.1% | 減碼 |
| Quilter Plc | 11,338 | $178.2 萬 | 0.06% | 00.0% | 不變 |
| Nemes Rush Group LLC | 11,344 | $178.4 萬 | 0.29% | −434−3.7% | 減碼 |
| Pensionfund Sabic | 11,400 | $179.2 萬 | 0.56% | 00.0% | 不變 |
| Spire Wealth Management | 11,429 | $179.3 萬 | 0.06% | +537+4.9% | 加碼 |
| Davis R M Inc | 11,458 | $180.2 萬 | 0.04% | −50.0% | 減碼 |
| Greenleaf Trust | 11,493 | $180.7 萬 | 0.02% | +752+7.0% | 加碼 |
| Mechanics Bank Trust Department | 11,512 | $181.0 萬 | 0.28% | −3,069−21.0% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 11,518 | $181.1 萬 | 1.49% | −1,150−9.1% | 減碼 |
| Excalibur Management Corp | 11,556 | $181.7 萬 | 0.85% | +314+2.8% | 加碼 |
| Howland Capital Management LLC | 11,557 | $181.7 萬 | 0.10% | −120−1.0% | 減碼 |
| ING Groep NV | 11,577 | $182.0 萬 | 0.01% | −48,624−80.8% | 減碼 |
| Wharton Business Group, LLC | 11,628 | $182.8 萬 | 0.09% | −21,765−65.2% | 減碼 |
| Beacon Investment Advisors LLC | 11,658 | $183.3 萬 | 1.17% | +199+1.7% | 加碼 |
| Diversified Trust Co | 11,670 | $183.5 萬 | 0.06% | +1,720+17.3% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 11,720 | $184.3 萬 | 0.07% | +11,720 | 新進 |
| Gifford Fong Associates | 11,800 | $185.5 萬 | 0.39% | 00.0% | 不變 |
| Beacon Harbor Wealth Advisors, Inc. | 11,892 | $187.0 萬 | 0.54% | −19,236−61.8% | 減碼 |
| Oak Thistle LLC | 11,929 | $187.6 萬 | 0.54% | +11,929 | 新進 |
| WT Wealth Management | 11,936 | $187.7 萬 | 0.74% | +3,189+36.5% | 加碼 |
| IHT Wealth Management, LLC | 12,010 | $188.8 萬 | 0.08% | +815+7.3% | 加碼 |
| Ieq Capital, LLC | 12,011 | $188.8 萬 | 0.03% | −3,418−22.2% | 減碼 |
| Northeast Financial Consultants Inc | 12,044 | $189.4 萬 | 0.10% | 00.0% | 不變 |