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 |
|---|---|---|---|---|---|
| L.M. Kohn & Company | 12,132 | $190.8 萬 | 0.61% | +428+3.7% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,187 | $190.8 萬 | 0.80% | −156−1.3% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 12,135 | $190.9 萬 | 0.49% | +2,558+26.7% | 加碼 |
| Hilltop Holdings Inc. | 12,140 | $190.9 萬 | 0.22% | −205−1.7% | 減碼 |
| Royal Fund Management, LLC | 12,144 | $190.9 萬 | 0.24% | +2,154+21.6% | 加碼 |
| Avantax Planning Partners, Inc. | 12,147 | $191.0 萬 | 0.07% | +765+6.7% | 加碼 |
| Optimum Investment Advisors | 12,171 | $191.4 萬 | 0.96% | −150−1.2% | 減碼 |
| First Hawaiian Bank | 12,211 | $192.0 萬 | 0.06% | +85+0.7% | 加碼 |
| Stone Point Wealth LLC | 12,239 | $192.4 萬 | 0.74% | −1,240−9.2% | 減碼 |
| Edgestream Partners, L.P. | 12,264 | $192.8 萬 | 0.14% | +12,264 | 新進 |
| Banque Pictet & Cie SA | 12,268 | $192.9 萬 | 0.02% | −5,081−29.3% | 減碼 |
| Mengis Capital Management, Inc. | 12,296 | $193.3 萬 | 0.36% | +470+4.0% | 加碼 |
| Auto-Owners Insurance Co | 12,300 | $193.4 萬 | 0.06% | 00.0% | 不變 |
| Tealwood Asset Management Inc | 12,330 | $193.9 萬 | 0.93% | −272−2.2% | 減碼 |
| Sandy Spring Bank | 12,355 | $194.3 萬 | 0.10% | −84−0.7% | 減碼 |
| Slow Capital, Inc. | 12,357 | $194.3 萬 | 0.34% | +134+1.1% | 加碼 |
| Integrated Advisors Network LLC | 12,358 | $194.3 萬 | 0.11% | +1,445+13.2% | 加碼 |
| Wahed Invest LLC | 12,368 | $194.5 萬 | 0.55% | +1,011+8.9% | 加碼 |
| Connectus Wealth, LLC | 12,368 | $194.6 萬 | 0.04% | −1,620−11.6% | 減碼 |
| Mutual Advisors, LLC | 12,455 | $195.8 萬 | 0.07% | +1,141+10.1% | 加碼 |
| NorthRock Partners, LLC | 12,533 | $197.1 萬 | 0.08% | +1,766+16.4% | 加碼 |
| Central Trust Co | 12,534 | $197.1 萬 | 0.05% | −68−0.5% | 減碼 |
| Sage Mountain Advisors LLC | 12,556 | $197.4 萬 | 0.23% | −130−1.0% | 減碼 |
| Coppell Advisory Solutions LLC | 12,563 | $197.5 萬 | 0.40% | +5,952+90.0% | 加碼 |
| Clear Rock Advisors, LLC | 13,535 | $198.0 萬 | 0.90% | +13,535 | 新進 |
| PFC Capital Group, Inc. | 12,670 | $199.2 萬 | 1.18% | +12,670 | 新進 |
| Palouse Capital Management, Inc. | 12,703 | $199.7 萬 | 1.41% | −1,414−10.0% | 減碼 |
| CAPROCK Group, Inc. | 12,723 | $200.1 萬 | 0.13% | +4,190+49.1% | 加碼 |
| Petredis Investment Advisors LLC | 12,775 | $200.9 萬 | 0.26% | +12,775 | 新進 |
| Sanibel Captiva Trust Company, Inc. | 12,802 | $201.3 萬 | 0.07% | +12,802 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,850 | $202.0 萬 | 0.04% | −117,536−90.1% | 減碼 |
| Institute for Wealth Management, LLC. | 12,875 | $202.4 萬 | 0.33% | −10.0% | 減碼 |
| Cypress Capital, LLC | 13,001 | $204.4 萬 | 0.58% | +314+2.5% | 加碼 |
| Caliber Wealth Management, LLC | 13,052 | $205.2 萬 | 1.21% | +691+5.6% | 加碼 |
| Azzad Asset Management Inc | 13,060 | $205.3 萬 | 0.26% | +217+1.7% | 加碼 |
| Virginia Wealth Management Group, Inc. | 13,120 | $206.3 萬 | 1.80% | −7,565−36.6% | 減碼 |
| Financial Partners Group, LLC | 13,181 | $207.2 萬 | 0.94% | +878+7.1% | 加碼 |
| Montag A & Associates Inc | 13,240 | $208.2 萬 | 0.12% | −4,514−25.4% | 減碼 |
| Marks Group Wealth Management, Inc | 13,258 | $208.5 萬 | 0.24% | −1,667−11.2% | 減碼 |
| Am Investment Strategies LLC | 13,293 | $209.0 萬 | 0.59% | +1,898+16.7% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 13,323 | $209.5 萬 | 0.01% | +1,369+11.5% | 加碼 |
| Rockland Trust Co | 13,358 | $210.0 萬 | 0.11% | +230+1.8% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 13,396 | $210.6 萬 | 0.40% | −1,870−12.2% | 減碼 |
| Aull & Monroe Investment Management Corp | 13,406 | $210.8 萬 | 1.04% | −105−0.8% | 減碼 |
| Americana Partners, LLC | 14,043 | $211.4 萬 | 0.20% | +5,007+55.4% | 加碼 |
| Bristlecone Advisors, LLC | 13,462 | $211.7 萬 | 0.21% | −113−0.8% | 減碼 |
| Skylands Capital, LLC | 13,465 | $211.7 萬 | 0.31% | +35+0.3% | 加碼 |
| South State Corp. | 13,498 | $212.2 萬 | 0.18% | −240−1.7% | 減碼 |
| Mission Wealth Management, LP | 13,500 | $212.3 萬 | 0.07% | −1,141−7.8% | 減碼 |
| Moors & Cabot, Inc. | 13,532 | $212.8 萬 | 0.13% | +987+7.9% | 加碼 |
| Ascent Group, LLC | 14,433 | $212.8 萬 | 0.20% | +1,182+8.9% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 13,571 | $213.4 萬 | 0.13% | +674+5.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 13,581 | $213.5 萬 | 0.07% | +1,459+12.0% | 加碼 |
| Waller Financial Planning Group, Inc | 13,594 | $213.7 萬 | 0.56% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 13,665 | $214.9 萬 | 0.10% | −543−3.8% | 減碼 |
| Wetherby Asset Management Inc | 13,672 | $215.0 萬 | 0.11% | +2,355+20.8% | 加碼 |
| MWA Asset Management | 13,682 | $215.1 萬 | 1.78% | +46+0.3% | 加碼 |
| Bradley Foster & Sargent Inc | 13,684 | $215.2 萬 | 0.04% | −697−4.8% | 減碼 |
| Wesbanco Bank Inc | 13,760 | $216.3 萬 | 0.12% | −49,975−78.4% | 減碼 |
| Vident Advisory, LLC | 13,774 | $216.6 萬 | 0.05% | −2,584−15.8% | 減碼 |
| Douglass Winthrop Advisors, LLC | 13,793 | $216.9 萬 | 0.05% | 00.0% | 不變 |
| Horst & Graben Wealth Management LLC | 13,807 | $217.1 萬 | 0.48% | +14+0.1% | 加碼 |
| Corbyn Investment Management Inc | 13,841 | $217.6 萬 | 1.02% | −116−0.8% | 減碼 |
| Verition Fund Management LLC | 13,891 | $218.4 萬 | 0.02% | −17,035−55.1% | 減碼 |
| Gries Financial LLC | 13,918 | $218.8 萬 | 0.48% | +225+1.6% | 加碼 |
| Sumitomo Life Insurance Co | 13,943 | $219.2 萬 | 0.07% | −723−4.9% | 減碼 |
| CoreCap Advisors, LLC | 14,000 | $220.1 萬 | 0.14% | +11,370+432.3% | 加碼 |
| Addison Capital Co | 14,014 | $220.3 萬 | 1.37% | +1,618+13.1% | 加碼 |
| Balyasny Asset Management LLC | 14,019 | $220.4 萬 | 0.01% | +4,427+46.2% | 加碼 |
| Rossmore Private Capital | 14,058 | $221.0 萬 | 0.31% | +1,330+10.4% | 加碼 |
| Stoneridge Investment Partners LLC | 14,074 | $221.3 萬 | 0.93% | +3,386+31.7% | 加碼 |
| City Holding Co | 14,083 | $221.4 萬 | 0.36% | −7,344−34.3% | 減碼 |
| Forte Capital LLC | 14,094 | $221.6 萬 | 0.30% | −350−2.4% | 減碼 |
| Arvest Investments, Inc. | 14,142 | $222.4 萬 | 0.36% | +14,142 | 新進 |
| King Luther Capital Management Corp | 14,177 | $222.9 萬 | 0.01% | −2,833−16.7% | 減碼 |
| Veriti Management LLC | 14,228 | $223.7 萬 | 0.20% | +1,780+14.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 14,278 | $224.5 萬 | 0.13% | −5,542−28.0% | 減碼 |
| PYA Waltman Capital, LLC | 14,288 | $224.6 萬 | 0.94% | +989+7.4% | 加碼 |
| Clearstead Advisors, LLC | 14,303 | $224.9 萬 | 0.12% | −1,591−10.0% | 減碼 |
| Advisory Services & Investments, LLC | 14,339 | $225.5 萬 | 1.66% | 00.0% | 不變 |
| Mitchell & Pahl Private Wealth, LLC | 14,419 | $226.7 萬 | 1.29% | −414−2.8% | 減碼 |
| Slagle Financial, LLC | 28,828 | $227.0 萬 | 1.30% | +14,637+103.1% | 加碼 |
| Mill Capital Management, LLC | 14,500 | $228.0 萬 | 0.20% | 00.0% | 不變 |
| Towercrest Capital Management | 14,589 | $229.4 萬 | 0.41% | −13−0.1% | 減碼 |
| Richard Bernstein Advisors LLC | 14,590 | $229.4 萬 | 0.05% | +11+0.1% | 加碼 |
| Sunbelt Securities, Inc. | 14,601 | $229.6 萬 | 0.29% | −588−3.9% | 減碼 |
| Portside Wealth Group, LLC | 14,636 | $230.1 萬 | 0.43% | −580−3.8% | 減碼 |
| Tradition Wealth Management, LLC | 14,711 | $231.3 萬 | 0.24% | −346−2.3% | 減碼 |
| Advisors Capital Management, LLC | 14,744 | $231.8 萬 | 0.05% | −341−2.3% | 減碼 |
| Chatham Capital Group, Inc. | 14,743 | $231.8 萬 | 0.47% | −460−3.0% | 減碼 |
| Camden Capital, LLC | 14,762 | $232.1 萬 | 0.24% | +1,034+7.5% | 加碼 |
| Investmark Advisory Group LLC | 14,813 | $232.9 萬 | 1.37% | −15−0.1% | 減碼 |
| Arvest Trust Co N A | 14,839 | $233.3 萬 | 0.14% | −2,722−15.5% | 減碼 |
| SkyOak Wealth, LLC | 14,873 | $233.8 萬 | 0.61% | +438+3.0% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 14,884 | $234.0 萬 | 0.27% | −2,525−14.5% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 14,890 | $234.1 萬 | 0.02% | −2,600−14.9% | 減碼 |
| Lincoln National Corp | 14,936 | $234.8 萬 | 0.04% | −253−1.7% | 減碼 |
| Bonness Enterprises Inc | 14,950 | $235.1 萬 | 0.98% | 00.0% | 不變 |
| BFSG, LLC | 14,963 | $235.3 萬 | 0.34% | −478−3.1% | 減碼 |
| Harbour Investment Management LLC | 14,993 | $235.7 萬 | 1.23% | 00.0% | 不變 |