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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 11,017 | $173.2 萬 | 0.03% | +1,757+19.0% | 加碼 |
| Intrua Financial, LLC | 10,932 | $171.9 萬 | 0.27% | −2,083−16.0% | 減碼 |
| Wealth Alliance | 10,931 | $171.9 萬 | 0.24% | −1,104−9.2% | 減碼 |
| Balentine LLC | 10,919 | $171.7 萬 | 0.05% | +1,877+20.8% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 10,863 | $170.8 萬 | 0.83% | −16−0.1% | 減碼 |
| Worldquant Millennium Advisors LLC | 10,858 | $170.7 萬 | 0.02% | +10,858 | 新進 |
| Global Retirement Partners, LLC | 10,922 | $169.7 萬 | 0.07% | +2,317+26.9% | 加碼 |
| Financial Advisory Service, Inc. | 10,781 | $169.5 萬 | 0.16% | +1,883+21.2% | 加碼 |
| Level Four Advisory Services, LLC | 10,773 | $169.4 萬 | 0.10% | +493+4.8% | 加碼 |
| Decatur Capital Management, Inc. | 10,766 | $169.3 萬 | 1.01% | +785+7.9% | 加碼 |
| Modus Advisors, LLC | 10,681 | $167.9 萬 | 0.68% | −253−2.3% | 減碼 |
| Insigneo Advisory Services, LLC | 10,641 | $167.3 萬 | 0.24% | +2,103+24.6% | 加碼 |
| TrinityPoint Wealth, LLC | 10,566 | $166.1 萬 | 0.30% | −20,252−65.7% | 減碼 |
| Hussman Strategic Advisors, Inc. | 10,500 | $165.1 萬 | 0.38% | +10,500 | 新進 |
| Vermillion & White Wealth Management Group, LLC | 10,487 | $164.9 萬 | 1.60% | +10,487 | 新進 |
| Hudson Canyon Capital Management | 10,475 | $164.7 萬 | 1.20% | +754+7.8% | 加碼 |
| Granite Investment Partners, LLC | 10,458 | $164.4 萬 | 0.06% | 00.0% | 不變 |
| Neville Rodie & Shaw Inc | 10,345 | $162.7 萬 | 0.13% | −215−2.0% | 減碼 |
| Hunter Associates Investment Management LLC | 10,333 | $162.4 萬 | 0.30% | −9−0.1% | 減碼 |
| Summit Financial, LLC | 10,326 | $162.4 萬 | 0.11% | −2,097−16.9% | 減碼 |
| Vinva Investment Management Ltd | 10,314 | $162.2 萬 | 0.11% | +8,443+451.3% | 加碼 |
| Wrapmanager Inc | 10,312 | $162.1 萬 | 0.48% | −306−2.9% | 減碼 |
| Matrix Trust Co | 10,294 | $161.9 萬 | 0.38% | −128−1.2% | 減碼 |
| Old National Bancorp | 10,297 | $161.9 萬 | 0.04% | −805−7.3% | 減碼 |
| Profund Advisors LLC | 10,286 | $161.7 萬 | 0.07% | +2,011+24.3% | 加碼 |
| Parsons Capital Management Inc | 10,281 | $161.7 萬 | 0.12% | +30+0.3% | 加碼 |
| NEOS Investment Management LLC | 10,224 | $160.8 萬 | 0.15% | +2,777+37.3% | 加碼 |
| Harbour Investments, Inc. | 10,197 | $160.3 萬 | 0.07% | +5,222+105.0% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 10,153 | $159.6 萬 | 0.10% | −225−2.2% | 減碼 |
| Cora Capital Advisors LLC | 10,138 | $159.4 萬 | 0.94% | +20.0% | 加碼 |
| Providence Capital Advisors, LLC | 10,085 | $158.6 萬 | 0.38% | −295−2.8% | 減碼 |
| Midland Wealth Advisors LLC | 10,067 | $158.3 萬 | 0.11% | +10,067 | 新進 |
| Eqis Capital Management, Inc. | 10,065 | $158.3 萬 | 0.13% | −1,405−12.2% | 減碼 |
| American Assets Investment Management, LLC | 10,000 | $157.2 萬 | 0.16% | 00.0% | 不變 |
| Jackson Wealth Management, LLC | 9,995 | $157.2 萬 | 0.21% | −5,283−34.6% | 減碼 |
| Meridian Wealth Management, LLC | 9,981 | $156.9 萬 | 0.10% | +3,923+64.8% | 加碼 |
| Lantz Financial LLC | 9,936 | $156.2 萬 | 0.56% | +5,049+103.3% | 加碼 |
| Capital Investment Advisory Services, LLC | 9,907 | $155.8 萬 | 0.15% | −2,708−21.5% | 減碼 |
| R.H. Dinel Investment Counsel, Inc. | 9,900 | $155.7 萬 | 1.06% | −775−7.3% | 減碼 |
| Paralel Advisors LLC | 9,869 | $155.2 萬 | 0.08% | 00.0% | 不變 |
| Cullen Investment Group, Ltd. | 9,853 | $154.9 萬 | 0.27% | +9,853 | 新進 |
| Canandaigua National Bank & Trust Co | 9,833 | $154.6 萬 | 0.24% | −43−0.4% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 9,737 | $153.1 萬 | 1.10% | 00.0% | 不變 |
| Moneywise, Inc. | 9,688 | $152.3 萬 | 0.87% | −13−0.1% | 減碼 |
| ForthRight Wealth Management, LLC | 9,674 | $152.1 萬 | 0.59% | −11−0.1% | 減碼 |
| Resonant Capital Advisors, LLC | 9,656 | $151.8 萬 | 0.15% | +5,817+151.5% | 加碼 |
| Access Financial Services, Inc. | 9,627 | $151.4 萬 | 0.78% | −51−0.5% | 減碼 |
| Norway Savings Bank | 9,622 | $151.3 萬 | 0.67% | −655−6.4% | 減碼 |
| Van Hulzen Asset Management, LLC | 9,615 | $151.2 萬 | 0.11% | +1,851+23.8% | 加碼 |
| Cox Capital Mgt LLC | 9,595 | $150.9 萬 | 0.98% | −2,531−20.9% | 減碼 |
| NBC Securities, Inc. | 9,582 | $150.6 萬 | 0.15% | −1,024−9.7% | 減碼 |
| Concord Wealth Partners | 9,501 | $149.4 萬 | 0.30% | +638+7.2% | 加碼 |
| Aberdeen Wealth Management LLC | 9,500 | $149.4 萬 | 1.08% | −297−3.0% | 減碼 |
| Ameritas Advisory Services, LLC | 9,711 | $149.1 萬 | 0.08% | −52,503−84.4% | 減碼 |
| Catalytic Wealth RIA, LLC | 9,430 | $148.3 萬 | 0.67% | +9,430 | 新進 |
| Cim, LLC | 9,799 | $146.7 萬 | 0.23% | +314+3.3% | 加碼 |
| Confluence Wealth Services, Inc. | 9,258 | $145.6 萬 | 0.16% | +736+8.6% | 加碼 |
| BlueChip Wealth Advisors LLC | 9,250 | $145.4 萬 | 1.02% | +9,250 | 新進 |
| Werlinich Asset Management, LLC | 9,260 | $145.2 萬 | 1.10% | −211−2.2% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 9,207 | $144.8 萬 | 0.14% | −20,571−69.1% | 減碼 |
| AMG National Trust Bank | 9,147 | $143.8 萬 | 0.05% | −3,824−29.5% | 減碼 |
| Summit X, LLC | 9,111 | $143.3 萬 | 0.41% | +6,377+233.2% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 9,113 | $143.3 萬 | 0.10% | −862−8.6% | 減碼 |
| Quadcap Wealth Management, LLC | 9,090 | $142.9 萬 | 0.37% | +9,090 | 新進 |
| Moody National Bank Trust Division | 9,042 | $142.2 萬 | 0.11% | −9,684−51.7% | 減碼 |
| SOA Wealth Advisors, LLC. | 9,021 | $141.8 萬 | 0.32% | +30.0% | 加碼 |
| V-Square Quantitative Management LLC | 9,004 | $141.6 萬 | 0.34% | +3,151+53.8% | 加碼 |
| Northwest & Ethical Investments L.P. | 8,996 | $141.4 萬 | 0.04% | +2,118+30.8% | 加碼 |
| Carson Advisory Inc. | 8,975 | $141.1 萬 | 1.10% | +140+1.6% | 加碼 |
| Meeder Advisory Services, Inc. | 8,948 | $140.7 萬 | 0.16% | −82−0.9% | 減碼 |
| Shulman DeMeo Asset Management LLC | 8,908 | $140.1 萬 | 0.40% | +11+0.1% | 加碼 |
| Old Port Advisors | 8,852 | $139.2 萬 | 0.46% | +322+3.8% | 加碼 |
| Raleigh Capital Management Inc. | 8,840 | $139.0 萬 | 0.65% | −265−2.9% | 減碼 |
| Advance Capital Management, Inc. | 8,830 | $138.8 萬 | 0.11% | +6+0.1% | 加碼 |
| Argent Advisors, Inc. | 8,824 | $138.7 萬 | 0.61% | +374+4.4% | 加碼 |
| Change Path, LLC | 8,740 | $137.4 萬 | 0.09% | +944+12.1% | 加碼 |
| Pacific Global Investment Management CO | 8,732 | $137.3 萬 | 0.28% | −74−0.8% | 減碼 |
| Dakota Wealth Management | 8,709 | $136.9 萬 | 0.05% | −105−1.2% | 減碼 |
| Garner Asset Management Corp | 9,348 | $136.7 萬 | 0.69% | −708−7.0% | 減碼 |
| Hexagon Capital Partners LLC | 8,617 | $135.5 萬 | 0.33% | −33−0.4% | 減碼 |
| Symmetry Partners, LLC | 8,607 | $135.4 萬 | 0.07% | −1,146−11.8% | 減碼 |
| Fiduciary Trust Co | 8,606 | $135.3 萬 | 0.02% | +530+6.6% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 8,527 | $134.1 萬 | 1.31% | −2,180−20.4% | 減碼 |
| First Bank & Trust | 8,514 | $133.9 萬 | 0.32% | −2,697−24.1% | 減碼 |
| Independent Financial Group, LLC | 8,506 | $133.7 萬 | 0.07% | +140+1.7% | 加碼 |
| Brown Miller Wealth Management, LLC | 8,498 | $133.6 萬 | 0.67% | +90+1.1% | 加碼 |
| BKD Wealth Advisors, LLC | 8,488 | $133.5 萬 | 0.04% | −1,790−17.4% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 8,485 | $133.4 萬 | 0.14% | −56,577−87.0% | 減碼 |
| Cornerstone Wealth Management, LLC | 8,465 | $133.1 萬 | 0.11% | −42−0.5% | 減碼 |
| Engineers Gate Manager LP | 8,380 | $131.8 萬 | 0.04% | −38,078−82.0% | 減碼 |
| SeaBridge Investment Advisors LLC | 8,366 | $131.5 萬 | 0.38% | −201−2.3% | 減碼 |
| Sweet Financial Partners, LLC | 8,348 | $131.3 萬 | 0.31% | −1,759−17.4% | 減碼 |
| Voya Financial Advisors, Inc. | 8,343 | $131.2 萬 | 0.16% | −82−1.0% | 減碼 |
| Moloney Securities Asset Management, LLC | 8,312 | $130.7 萬 | 0.21% | −258−3.0% | 減碼 |
| First National Advisers, LLC | 8,284 | $130.2 萬 | 0.37% | +1,792+27.6% | 加碼 |
| Lazard Asset Management LLC | 8,276 | $130.0 萬 | 0.00% | −892−9.7% | 減碼 |
| Wealth Management Partners, LLC | 8,263 | $129.9 萬 | 0.72% | +733+9.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 8,224 | $129.3 萬 | 0.05% | −308−3.6% | 減碼 |
| Concord Asset Management, LLC | 8,212 | $129.1 萬 | 0.38% | +2,565+45.4% | 加碼 |
| Blueshift Asset Management, LLC | 8,210 | $129.1 萬 | 0.69% | +5,538+207.3% | 加碼 |