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 |
|---|---|---|---|---|---|
| River Street Advisors LLC | 3,609 | $56.7 萬 | 0.45% | +106+3.0% | 加碼 |
| Core Alternative Capital | 3,611 | $56.8 萬 | 0.10% | −1,545−30.0% | 減碼 |
| Clarius Group, LLC | 3,612 | $56.8 萬 | 0.05% | −1,772−32.9% | 減碼 |
| Graypoint LLC | 3,626 | $57.0 萬 | 0.05% | +509+16.3% | 加碼 |
| Boothbay Fund Management, LLC | 3,636 | $57.2 萬 | 0.02% | +3,636 | 新進 |
| Dividend Assets Capital, LLC | 3,641 | $57.2 萬 | 0.11% | −64−1.7% | 減碼 |
| Cutler Investment Counsel LLC | 3,653 | $57.4 萬 | 0.08% | +1,592+77.2% | 加碼 |
| Powers Advisory Group, LLC | 3,656 | $57.5 萬 | 0.35% | +58+1.6% | 加碼 |
| Cape Investment Advisory, Inc. | 3,669 | $57.7 萬 | 0.28% | +544+17.4% | 加碼 |
| Compagnie Lombard Odier SCmA | 3,670 | $57.7 萬 | 0.01% | +3,670 | 新進 |
| Sar Wealth Management Group, LLC | 3,670 | $57.7 萬 | 0.58% | +3,670 | 新進 |
| Quest Partners LLC | 3,674 | $57.8 萬 | 0.12% | +3,674 | 新進 |
| Caisse de Depot Et Placement du Quebec | 3,685 | $57.9 萬 | 0.00% | −20,008−84.4% | 減碼 |
| Smartleaf Asset Management LLC | 3,705 | $58.0 萬 | 0.16% | +3,705 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 3,712 | $58.4 萬 | 0.04% | −214−5.5% | 減碼 |
| Parkside Financial Bank & Trust | 3,720 | $58.5 萬 | 0.11% | +402+12.1% | 加碼 |
| Durante & Waters, LLC | 3,733 | $58.7 萬 | 0.57% | +3,733 | 新進 |
| Octavia Wealth Advisors, LLC | 3,734 | $58.7 萬 | 0.10% | −34−0.9% | 減碼 |
| Hodges Capital Management Inc. | 3,742 | $58.8 萬 | 0.03% | −2,768−42.5% | 減碼 |
| Desjardins Global Asset Management Inc. | 3,762 | $59.2 萬 | 0.06% | −89−2.3% | 減碼 |
| Park Place Capital Corp | 3,763 | $59.2 萬 | 0.24% | −1,249−24.9% | 減碼 |
| S&CO Inc | 3,770 | $59.2 萬 | 0.05% | 00.0% | 不變 |
| Wealth Quarterback LLC | 3,784 | $59.5 萬 | 0.36% | −131−3.3% | 減碼 |
| Sentry Investment Management LLC | 3,793 | $59.6 萬 | 0.26% | −407−9.7% | 減碼 |
| MTM Investment Management, LLC | 3,814 | $60.0 萬 | 0.27% | −748−16.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 3,817 | $60.0 萬 | 0.01% | −159−4.0% | 減碼 |
| Trustco Bank Corp N Y | 3,823 | $60.1 萬 | 0.65% | −100−2.5% | 減碼 |
| Biltmore Wealth Management, LLC | 3,825 | $60.1 萬 | 0.29% | +40+1.1% | 加碼 |
| Conscious Wealth Investments, LLC | 3,767 | $60.2 萬 | 0.48% | +3,767 | 新進 |
| Wealth Advisory Solutions, LLC | 3,856 | $60.6 萬 | 0.21% | −3,948−50.6% | 減碼 |
| First Western Trust Bank | 3,871 | $60.9 萬 | 0.03% | +1,855+92.0% | 加碼 |
| Liberty Wealth Management LLC | 3,743 | $61.2 萬 | 0.13% | −110−2.9% | 減碼 |
| Ontario Teachers Pension Plan Board | 3,895 | $61.2 萬 | 0.01% | −11,839−75.2% | 減碼 |
| Lavaca Capital LLC | 3,897 | $61.3 萬 | 0.37% | −189−4.6% | 減碼 |
| iA Global Asset Management Inc. | 3,910 | $61.5 萬 | 0.01% | −8,167−67.6% | 減碼 |
| Independent Solutions Wealth Management, LLC | 3,915 | $61.6 萬 | 0.16% | −2,777−41.5% | 減碼 |
| Curbstone Financial Management Corp | 3,928 | $61.8 萬 | 0.14% | +50+1.3% | 加碼 |
| Morris Retirement Advisors, LLC | 3,929 | $61.8 萬 | 0.41% | +450+12.9% | 加碼 |
| IVC Wealth Advisors LLC | 3,930 | $61.8 萬 | 0.38% | −1,989−33.6% | 減碼 |
| Group One Trading, L.P. | 3,933 | $61.8 萬 | 0.02% | −6,813−63.4% | 減碼 |
| Atlas Private Wealth Management | 3,936 | $61.9 萬 | 0.29% | +203+5.4% | 加碼 |
| First Dallas Securities Inc. | 3,941 | $62.0 萬 | 0.32% | +3,941 | 新進 |
| World Equity Group, Inc. | 3,944 | $62.0 萬 | 0.12% | −1,134−22.3% | 減碼 |
| Cedrus LLC | 3,946 | $62.0 萬 | 0.38% | +3,946 | 新進 |
| Kanawha Capital Management LLC | 3,973 | $62.5 萬 | 0.06% | +11+0.3% | 加碼 |
| Studio Investment Management LLC | 3,975 | $62.5 萬 | 0.16% | +1,871+88.9% | 加碼 |
| Diamant Asset Management, Inc. | 3,976 | $62.5 萬 | 0.46% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,980 | $62.6 萬 | 0.06% | +141+3.7% | 加碼 |
| S.A. Mason LLC | 4,011 | $63.1 萬 | 0.42% | −100−2.4% | 減碼 |
| Provence Wealth Management Group | 4,013 | $63.1 萬 | 0.34% | +656+19.5% | 加碼 |
| Donoghue Forlines LLC | 4,015 | $63.1 萬 | 0.20% | −398−9.0% | 減碼 |
| Barr E S & Co | 4,026 | $63.3 萬 | 0.04% | −7−0.2% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 4,033 | $63.4 萬 | 0.44% | −49−1.2% | 減碼 |
| Chicago Partners Investment Group LLC | 4,068 | $63.7 萬 | 0.03% | −164−3.9% | 減碼 |
| Capital Advisors Wealth Management, LLC | 4,053 | $63.7 萬 | 0.15% | −18−0.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,060 | $63.8 萬 | 0.10% | −142−3.4% | 減碼 |
| DF Dent & Co Inc | 4,062 | $63.9 萬 | 0.01% | −3,344−45.2% | 減碼 |
| Cladis Investment Advisory, LLC | 4,067 | $64.0 萬 | 0.50% | +987+32.0% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,104 | $64.5 萬 | 0.08% | −14−0.3% | 減碼 |
| Simon Quick Advisors, LLC | 4,106 | $64.6 萬 | 0.06% | +225+5.8% | 加碼 |
| Wilkinson Global Asset Management LLC | 4,112 | $64.7 萬 | 0.04% | +435+11.8% | 加碼 |
| SC&H Financial Advisors, Inc. | 4,113 | $64.7 萬 | 0.19% | 00.0% | 不變 |
| Rogco, LP | 4,128 | $64.9 萬 | 0.28% | −199−4.6% | 減碼 |
| Xcel Wealth Management, LLC | 4,146 | $65.2 萬 | 0.23% | −785−15.9% | 減碼 |
| Cornerstone Capital, Inc. | 4,152 | $65.3 萬 | 0.07% | +820+24.6% | 加碼 |
| De Burlo Group Inc | 4,194 | $65.4 萬 | 0.11% | 00.0% | 不變 |
| TBH Global Asset Management, LLC | 4,167 | $65.5 萬 | 0.13% | +128+3.2% | 加碼 |
| Valley National Advisers Inc | 4,184 | $65.7 萬 | 0.10% | +351+9.2% | 加碼 |
| GM Advisory Group, Inc. | 4,184 | $65.8 萬 | 0.05% | +779+22.9% | 加碼 |
| OmniStar Financial Group, Inc. | 4,197 | $66.0 萬 | 0.83% | −246−5.5% | 減碼 |
| Greenwich Wealth Management LLC | 4,199 | $66.0 萬 | 0.07% | +36+0.9% | 加碼 |
| Total Clarity Wealth Management, Inc. | 4,207 | $66.1 萬 | 0.27% | +1,807+75.3% | 加碼 |
| Corundum Group, Inc. | 4,207 | $66.1 萬 | 0.33% | −2,428−36.6% | 減碼 |
| First Commonwealth Financial Corp | 4,223 | $66.4 萬 | 0.21% | +650+18.2% | 加碼 |
| Vista Investment Management | 4,232 | $66.5 萬 | 0.31% | +247+6.2% | 加碼 |
| Oakworth Capital, Inc. | 4,236 | $66.6 萬 | 0.05% | +404+10.5% | 加碼 |
| Waldron Private Wealth LLC | 4,237 | $66.6 萬 | 0.03% | +754+21.6% | 加碼 |
| Shakespeare Wealth Management, Inc. | 4,248 | $66.8 萬 | 0.21% | −8−0.2% | 減碼 |
| Cohen Capital Management, Inc. | 4,250 | $66.8 萬 | 0.13% | 00.0% | 不變 |
| Putnam Investments LLC | 4,253 | $66.9 萬 | 0.00% | −29−0.7% | 減碼 |
| Cookson Peirce & Co Inc | 4,254 | $66.9 萬 | 0.04% | +117+2.8% | 加碼 |
| RIA Advisory Group LLC | 17,919 | $67.3 萬 | 0.32% | +15,925+798.6% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,750 | $67.4 萬 | 0.01% | −187−3.8% | 減碼 |
| Salvus Wealth Management, LLC | 4,288 | $67.4 萬 | 0.48% | −24−0.6% | 減碼 |
| Eight 31 Financial LLC | 4,292 | $67.5 萬 | 0.41% | +4,292 | 新進 |
| CKW Financial Group | 4,301 | $67.6 萬 | 0.09% | 00.0% | 不變 |
| RFG Advisory, LLC | 4,310 | $67.8 萬 | 0.03% | −5,078−54.1% | 減碼 |
| JFS Wealth Advisors, LLC | 4,311 | $67.8 萬 | 0.06% | −46−1.1% | 減碼 |
| Geller Advisors LLC | 4,324 | $68.0 萬 | 0.07% | −6−0.1% | 減碼 |
| Virtue Capital Management, LLC | 4,299 | $68.0 萬 | 0.14% | +505+13.3% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 4,329 | $68.1 萬 | 0.02% | +311+7.7% | 加碼 |
| HM Payson & Co | 4,338 | $68.2 萬 | 0.01% | −520−10.7% | 減碼 |
| Ignite Planners, LLC | 4,313 | $68.3 萬 | 0.20% | +87+2.1% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 4,348 | $68.4 萬 | 0.28% | +4,348 | 新進 |
| Norden Group LLC | 4,355 | $68.5 萬 | 0.12% | −297−6.4% | 減碼 |
| Thrive Wealth Management, LLC | 4,360 | $68.6 萬 | 0.15% | −167−3.7% | 減碼 |
| Continuum Advisory, LLC | 4,370 | $68.7 萬 | 0.10% | +287+7.0% | 加碼 |
| Kovack Advisors, Inc. | 4,388 | $69.0 萬 | 0.08% | +117+2.7% | 加碼 |
| Evermay Wealth Management LLC | 4,394 | $69.1 萬 | 0.13% | +5+0.1% | 加碼 |
| Jones Financial Companies LLLP | 4,423 | $69.5 萬 | 0.00% | +1,996+82.2% | 加碼 |