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
- 2,269
- 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 794 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 |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 1,669 | $26.2 萬 | 0.03% | −350−17.3% | 減碼 |
| Advus Financial Partners, LLC | 1,672 | $26.3 萬 | 0.09% | +286+20.6% | 加碼 |
| Apexium Financial, LP | 1,677 | $26.4 萬 | 0.02% | +1,677 | 新進 |
| Forza Wealth Management, LLC | 1,683 | $26.5 萬 | 0.15% | −374−18.2% | 減碼 |
| Richwood Investment Advisors, LLC | 1,684 | $26.5 萬 | 0.25% | −110−6.1% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 1,688 | $26.5 萬 | 0.15% | −83−4.7% | 減碼 |
| Peak Planning Group, LLC | 1,689 | $26.6 萬 | 0.19% | +1+0.1% | 加碼 |
| O'Rourke & Company, Inc | 1,695 | $26.6 萬 | 0.17% | −423−20.0% | 減碼 |
| Everpar Advisors LLC | 1,693 | $26.6 萬 | 0.12% | +1,693 | 新進 |
| Jefferies Financial Group Inc. | 1,700 | $26.7 萬 | 0.00% | −84,103−98.0% | 減碼 |
| Terry L. Blaker | 1,702 | $26.8 萬 | 0.02% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 1,704 | $26.8 萬 | 0.17% | +76+4.7% | 加碼 |
| Prosperity Consulting Group, LLC | 1,708 | $26.8 萬 | 0.09% | +1,708 | 新進 |
| Knuff & Co LLC | 1,711 | $26.9 萬 | 0.10% | −6,856−80.0% | 減碼 |
| Plancorp, LLC | 1,712 | $26.9 萬 | 0.01% | +191+12.6% | 加碼 |
| Aspire Capital Advisors LLC | 1,715 | $27.0 萬 | 0.11% | −14−0.8% | 減碼 |
| Bray Capital Advisors | 1,721 | $27.1 萬 | 0.07% | +9+0.5% | 加碼 |
| MA Private Wealth | 1,731 | $27.2 萬 | 0.06% | 00.0% | 不變 |
| Southland Equity Partners LLC | 1,731 | $27.2 萬 | 0.09% | +89+5.4% | 加碼 |
| First Trust Investment Solutions L.P. | 1,731 | $27.2 萬 | 0.06% | +1,731 | 新進 |
| LexAurum Advisors, LLC | 1,734 | $27.3 萬 | 0.07% | +190+12.3% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 1,734 | $27.3 萬 | 0.15% | −59−3.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 1,735 | $27.3 萬 | 0.00% | −95,732−98.2% | 減碼 |
| RMB Capital Management, LLC | 1,736 | $27.3 萬 | 0.01% | −533−23.5% | 減碼 |
| Lodestone Wealth Management LLC | 1,742 | $27.4 萬 | 0.16% | +37+2.2% | 加碼 |
| Castleview Partners, LLC | 1,746 | $27.5 萬 | 0.19% | +69+4.1% | 加碼 |
| Cahaba Wealth Management, Inc. | 1,758 | $27.6 萬 | 0.03% | −95−5.1% | 減碼 |
| Chilton Investment Co LLC | 1,764 | $27.7 萬 | 0.01% | −906−33.9% | 減碼 |
| Copperwynd Financial, LLC | 1,767 | $27.8 萬 | 0.11% | +21+1.2% | 加碼 |
| TNF LLC | 1,762 | $27.8 萬 | 0.11% | −15−0.8% | 減碼 |
| National Philanthropic Trust | 1,775 | $27.9 萬 | 0.01% | +1,775 | 新進 |
| Marshall Financial Group LLC | 1,777 | $27.9 萬 | 0.09% | −64−3.5% | 減碼 |
| Gimbal Financial | 1,785 | $28.1 萬 | 0.28% | +1,785 | 新進 |
| Somerset Trust Co | 1,788 | $28.1 萬 | 0.12% | −457−20.4% | 減碼 |
| Calamos Wealth Management LLC | 1,788 | $28.1 萬 | 0.02% | +33+1.9% | 加碼 |
| Platform Technology Partners | 1,910 | $28.2 萬 | 0.11% | +53+2.9% | 加碼 |
| Alpha Financial Partners, LLC | 1,792 | $28.2 萬 | 0.28% | +202+12.7% | 加碼 |
| Fulcrum Equity Management | 1,803 | $28.3 萬 | 0.35% | −288−13.8% | 減碼 |
| Fiducient Advisors LLC | 1,805 | $28.4 萬 | 0.05% | +1,805 | 新進 |
| Sittner & Nelson, LLC | 1,806 | $28.4 萬 | 0.15% | −101−5.3% | 減碼 |
| Legacy Edge Advisors, LLC | 1,806 | $28.4 萬 | 0.06% | +1,806 | 新進 |
| Drake & Associates, LLC | 1,828 | $28.7 萬 | 0.12% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 1,833 | $28.8 萬 | 0.18% | −187−9.3% | 減碼 |
| Platte River Wealth Advisors, LLC | 1,835 | $28.9 萬 | 0.10% | 00.0% | 不變 |
| Legacy Bridge, LLC | 1,839 | $28.9 萬 | 0.19% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 1,847 | $29.0 萬 | 0.15% | +494+36.5% | 加碼 |
| Proficio Capital Partners LLC | 1,848 | $29.1 萬 | 0.04% | −53−2.8% | 減碼 |
| TRUE Private Wealth Advisors | 1,859 | $29.2 萬 | 0.04% | −2−0.1% | 減碼 |
| Wealth Management Associates, Inc. | 1,862 | $29.3 萬 | 0.15% | +4+0.2% | 加碼 |
| Leavell Investment Management, Inc. | 1,871 | $29.4 萬 | 0.02% | −234−11.1% | 減碼 |
| Tucker Asset Management LLC | 1,874 | $29.5 萬 | 0.07% | +282+17.7% | 加碼 |
| Optas, LLC | 1,878 | $29.5 萬 | 0.09% | +110+6.2% | 加碼 |
| Ambassador Advisors, LLC | 2,126 | $29.6 萬 | 0.07% | +246+13.1% | 加碼 |
| Evexia Wealth LLC | 2,098 | $29.8 萬 | 0.13% | +225+12.0% | 加碼 |
| Alta Advisers Ltd | 1,900 | $29.9 萬 | 0.16% | 00.0% | 不變 |
| HBW Advisory Services LLC | 1,903 | $29.9 萬 | 0.06% | −26−1.3% | 減碼 |
| FSB Premier Wealth Management, Inc. | 1,903 | $29.9 萬 | 0.15% | +82+4.5% | 加碼 |
| Investment Advisory Services Inc | 1,909 | $30.0 萬 | 0.12% | −424−18.2% | 減碼 |
| Onefund, LLC | 1,913 | $30.1 萬 | 0.39% | +1,913 | 新進 |
| Sound Income Strategies, LLC | 1,914 | $30.1 萬 | 0.03% | +660+52.6% | 加碼 |
| First City Capital Management, Inc. | 1,915 | $30.1 萬 | 0.17% | −205−9.7% | 減碼 |
| Opus Capital Group, LLC | 1,923 | $30.2 萬 | 0.05% | −462−19.4% | 減碼 |
| Certified Advisory Corp | 1,923 | $30.2 萬 | 0.05% | −21,132−91.7% | 減碼 |
| Strategy Asset Managers LLC | 1,927 | $30.3 萬 | 0.07% | −316−14.1% | 減碼 |
| Northeast Financial Group, Inc. | 1,929 | $30.3 萬 | 0.15% | 00.0% | 不變 |
| Dumont & Blake Investment Advisors LLC | 1,943 | $30.5 萬 | 0.09% | −15−0.8% | 減碼 |
| Kodai Capital Management LP | 1,941 | $30.5 萬 | 0.01% | +1,941 | 新進 |
| McIlrath & Eck, LLC | 1,942 | $30.5 萬 | 0.05% | +29+1.5% | 加碼 |
| Vanguard Capital Wealth Advisors | 1,942 | $30.5 萬 | 0.25% | −492−20.2% | 減碼 |
| Cohen & Steers, Inc. | 1,949 | $30.6 萬 | 0.00% | −245−11.2% | 減碼 |
| West Bancorporation Inc | 1,947 | $30.6 萬 | 0.20% | −40−2.0% | 減碼 |
| Oak Asset Management, LLC | 1,951 | $30.7 萬 | 0.12% | −100−4.9% | 減碼 |
| Dudley Capital Management, LLC | 1,955 | $30.7 萬 | 0.20% | 00.0% | 不變 |
| PFS Partners, LLC | 1,964 | $30.9 萬 | 0.21% | 00.0% | 不變 |
| Hamilton Capital, LLC | 1,967 | $30.9 萬 | 0.02% | +287+17.1% | 加碼 |
| Bank Ozk | 1,971 | $31.0 萬 | 0.15% | +34+1.8% | 加碼 |
| Holistic Planning, LLC | 1,975 | $31.1 萬 | 0.26% | +1,975 | 新進 |
| Spotlight Asset Group, Inc. | 1,994 | $31.1 萬 | 0.28% | 00.0% | 不變 |
| Sather Financial Group Inc | 1,979 | $31.1 萬 | 0.02% | 00.0% | 不變 |
| Dover Advisors, LLC | 1,983 | $31.2 萬 | 0.41% | −736−27.1% | 減碼 |
| Gilman Hill Asset Management, LLC | 1,983 | $31.2 萬 | 0.06% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,982 | $31.2 萬 | 0.05% | +575+40.9% | 加碼 |
| N.E.W. Advisory Services LLC | 1,985 | $31.2 萬 | 0.04% | −57−2.8% | 減碼 |
| Gerber, LLC | 1,989 | $31.3 萬 | 0.28% | +1,989 | 新進 |
| GeoWealth Management, LLC | 1,996 | $31.3 萬 | 0.03% | +1,996 | 新進 |
| Sapient Capital LLC | 1,993 | $31.3 萬 | 0.01% | +1,993 | 新進 |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $31.4 萬 | 0.08% | 00.0% | 不變 |
| Skba Capital Management LLC | 2,000 | $31.4 萬 | 0.05% | −550−21.6% | 減碼 |
| GenTrust, LLC | 2,000 | $31.4 萬 | 0.02% | −204−9.3% | 減碼 |
| Caerus Investment Advisors, LLC | 2,000 | $31.4 萬 | 0.30% | −6−0.3% | 減碼 |
| Horan Securities, Inc. | 2,003 | $31.5 萬 | 0.16% | +18+0.9% | 加碼 |
| Rice Partnership, LLC | 2,008 | $31.6 萬 | 0.08% | +8+0.4% | 加碼 |
| Options Solutions, LLC | 2,010 | $31.6 萬 | 0.34% | 00.0% | 不變 |
| Cozad Asset Management Inc | 2,012 | $31.6 萬 | 0.04% | 00.0% | 不變 |
| Aspiriant, LLC | 2,013 | $31.7 萬 | 0.01% | +106+5.6% | 加碼 |
| Alera Investment Advisors, LLC | 2,026 | $31.9 萬 | 0.04% | −43−2.1% | 減碼 |
| Exchange Bank | 2,028 | $31.9 萬 | 0.28% | −167−7.6% | 減碼 |
| Perennial Investment Advisors, LLC | 2,032 | $32.0 萬 | 0.05% | −361−15.1% | 減碼 |
| Ausdal Financial Partners, Inc. | 2,036 | $32.0 萬 | 0.04% | −747−26.8% | 減碼 |
| Howe & Rusling Inc | 2,038 | $32.0 萬 | 0.03% | +6+0.3% | 加碼 |