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 |
|---|---|---|---|---|---|
| MKT Advisors LLC | 5,080 | $80.6 萬 | 0.53% | −15−0.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 5,117 | $80.5 萬 | 0.13% | −987−16.2% | 減碼 |
| Community Trust & Investment Co | 5,101 | $80.2 萬 | 0.06% | −202−3.8% | 減碼 |
| Ar Asset Management Inc | 5,100 | $80.2 萬 | 0.21% | 00.0% | 不變 |
| Access Investment Management LLC | 5,100 | $80.2 萬 | 0.30% | +5,100 | 新進 |
| Mirabaud Asset Management Ltd | 5,093 | $80.1 萬 | 0.34% | +5,093 | 新進 |
| Fiduciary Group LLC | 5,091 | $80.0 萬 | 0.09% | −112−2.2% | 減碼 |
| David Loasby | 5,043 | $80.0 萬 | 0.09% | −515−9.3% | 減碼 |
| Chicago Capital, LLC | 5,065 | $79.6 萬 | 0.03% | −119−2.3% | 減碼 |
| W.H. Cornerstone Investments Inc. | 5,065 | $79.6 萬 | 0.63% | −1,605−24.1% | 減碼 |
| Inceptionr LLC | 5,052 | $79.4 萬 | 0.57% | +919+22.2% | 加碼 |
| Blackston Financial Advisory Group, LLC | 5,033 | $79.1 萬 | 0.50% | +85+1.7% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 5,013 | $78.8 萬 | 0.00% | +763+18.0% | 加碼 |
| Capital Square, LLC | 5,001 | $78.6 萬 | 0.89% | −109−2.1% | 減碼 |
| CPR Investments Inc. | 5,000 | $78.6 萬 | 0.76% | 00.0% | 不變 |
| Golden State Equity Partners | 4,986 | $78.4 萬 | 0.19% | −614−11.0% | 減碼 |
| Tobam | 4,976 | $78.2 萬 | 0.07% | +1,026+26.0% | 加碼 |
| Proequities, Inc. | 4,971 | $78.2 萬 | 0.06% | +646+14.9% | 加碼 |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $78.0 萬 | 0.48% | 00.0% | 不變 |
| Morningstar Investment Management LLC | 4,959 | $78.0 萬 | 0.09% | +16+0.3% | 加碼 |
| DeDora Capital, Inc. | 4,933 | $77.6 萬 | 0.27% | +284+6.1% | 加碼 |
| apricus wealth, LLC | 4,930 | $77.5 萬 | 0.59% | −5−0.1% | 減碼 |
| Darwin Advisors, LLC | 4,907 | $77.2 萬 | 0.21% | −34−0.7% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,899 | $77.0 萬 | 0.15% | +109+2.3% | 加碼 |
| Valmark Advisers, Inc. | 4,898 | $77.0 萬 | 0.01% | −111−2.2% | 減碼 |
| Westpac Banking Corp | 4,872 | $76.6 萬 | 0.06% | −1,575−24.4% | 減碼 |
| Astoria Portfolio Advisors LLC. | 5,244 | $76.5 萬 | 0.31% | +1,487+39.6% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 4,866 | $76.5 萬 | 0.70% | +4,866 | 新進 |
| Hilltop Partners LLC | 4,859 | $76.4 萬 | 0.30% | −564−10.4% | 減碼 |
| Keudell/Morrison Wealth Management | 4,858 | $76.4 萬 | 0.25% | −10.0% | 減碼 |
| Advisors Management Group Inc | 4,852 | $76.3 萬 | 0.21% | +3+0.1% | 加碼 |
| Strategic Investment Solutions, Inc. | 4,842 | $76.1 萬 | 0.13% | +4,527+1,437.1% | 加碼 |
| Capital Insight Partners, LLC | 4,825 | $75.9 萬 | 0.16% | −41−0.8% | 減碼 |
| Advisor Resource Council | 4,805 | $75.6 萬 | 0.09% | +4,805 | 新進 |
| Lake Street Advisors Group, LLC | 4,804 | $75.5 萬 | 0.04% | −11,569−70.7% | 減碼 |
| Solitude Financial Services | 4,800 | $75.5 萬 | 0.41% | −100−2.0% | 減碼 |
| Pettee Investors, Inc. | 4,800 | $75.5 萬 | 0.33% | +20+0.4% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 4,799 | $75.5 萬 | 0.51% | +586+13.9% | 加碼 |
| Annex Advisory Services, LLC | 4,788 | $75.3 萬 | 0.03% | −192−3.9% | 減碼 |
| Parallax Volatility Advisers, L.P. | 4,777 | $75.1 萬 | 0.02% | −142,566−96.8% | 減碼 |
| City State Bank | 4,760 | $74.8 萬 | 0.37% | −14−0.3% | 減碼 |
| Meitav Dash Investments Ltd | 4,750 | $74.7 萬 | 0.01% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 4,745 | $74.6 萬 | 0.10% | 00.0% | 不變 |
| Buttonwood Financial Advisors Inc. | 4,738 | $74.5 萬 | 0.41% | −90−1.9% | 減碼 |
| Longfellow Investment Management Co LLC | 4,737 | $74.5 萬 | 0.18% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 4,726 | $74.3 萬 | 0.06% | −101−2.1% | 減碼 |
| FRG Family Wealth Advisors LLC | 4,720 | $74.2 萬 | 0.15% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 4,716 | $74.2 萬 | 0.19% | +1,244+35.8% | 加碼 |
| McAdam, LLC | 4,712 | $74.1 萬 | 0.05% | +35+0.7% | 加碼 |
| Summit Trail Advisors, LLC | 4,702 | $73.9 萬 | 0.02% | +557+13.4% | 加碼 |
| Imprint Wealth LLC | 4,687 | $73.7 萬 | 0.59% | +184+4.1% | 加碼 |
| LifeGuide Financial Advisors, LLC | 4,686 | $73.7 萬 | 0.39% | −108−2.3% | 減碼 |
| ZWJ Investment Counsel Inc | 4,684 | $73.7 萬 | 0.04% | −703−13.0% | 減碼 |
| Acropolis Investment Management, LLC | 4,674 | $73.5 萬 | 0.05% | +175+3.9% | 加碼 |
| Thoroughbred Financial Services, LLC | 4,670 | $73.4 萬 | 0.06% | −324−6.5% | 減碼 |
| Fernwood Investment Management, LLC | 4,663 | $73.3 萬 | 0.24% | −300−6.0% | 減碼 |
| Community Bank & Trust, Waco, Texas | 4,663 | $73.3 萬 | 0.20% | +564+13.8% | 加碼 |
| Precedent Wealth Partners, LLC | 4,627 | $72.7 萬 | 0.37% | +4,627 | 新進 |
| Sound View Wealth Advisors Group, LLC | 4,615 | $72.6 萬 | 0.08% | +308+7.2% | 加碼 |
| Smith, Moore & Co. | 4,599 | $72.3 萬 | 0.09% | −689−13.0% | 減碼 |
| Delta Financial Group, Inc. | 4,576 | $72.0 萬 | 0.23% | −124−2.6% | 減碼 |
| Allred Capital Management, LLC | 4,510 | $70.9 萬 | 0.31% | −5−0.1% | 減碼 |
| Trust Point Inc. | 4,506 | $70.8 萬 | 0.06% | +4,506 | 新進 |
| Altus Wealth Group LLC | 4,497 | $70.7 萬 | 0.39% | +580+14.8% | 加碼 |
| Boston Family Office LLC | 4,493 | $70.6 萬 | 0.05% | −1,401−23.8% | 減碼 |
| Johnson Financial Group, Inc. | 4,468 | $70.3 萬 | 0.04% | −2,885−39.2% | 減碼 |
| Geneos Wealth Management Inc. | 4,448 | $69.9 萬 | 0.03% | −2,297−34.1% | 減碼 |
| WestHill Financial Advisors, Inc. | 4,448 | $69.9 萬 | 0.19% | +10.0% | 加碼 |
| Jones Financial Companies LLLP | 4,423 | $69.5 萬 | 0.00% | +1,996+82.2% | 加碼 |
| Evermay Wealth Management LLC | 4,394 | $69.1 萬 | 0.13% | +5+0.1% | 加碼 |
| Kovack Advisors, Inc. | 4,388 | $69.0 萬 | 0.08% | +117+2.7% | 加碼 |
| Continuum Advisory, LLC | 4,370 | $68.7 萬 | 0.10% | +287+7.0% | 加碼 |
| Thrive Wealth Management, LLC | 4,360 | $68.6 萬 | 0.15% | −167−3.7% | 減碼 |
| Norden Group LLC | 4,355 | $68.5 萬 | 0.12% | −297−6.4% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 4,348 | $68.4 萬 | 0.28% | +4,348 | 新進 |
| Ignite Planners, LLC | 4,313 | $68.3 萬 | 0.20% | +87+2.1% | 加碼 |
| HM Payson & Co | 4,338 | $68.2 萬 | 0.01% | −520−10.7% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 4,329 | $68.1 萬 | 0.02% | +311+7.7% | 加碼 |
| Virtue Capital Management, LLC | 4,299 | $68.0 萬 | 0.14% | +505+13.3% | 加碼 |
| Geller Advisors LLC | 4,324 | $68.0 萬 | 0.07% | −6−0.1% | 減碼 |
| JFS Wealth Advisors, LLC | 4,311 | $67.8 萬 | 0.06% | −46−1.1% | 減碼 |
| RFG Advisory, LLC | 4,310 | $67.8 萬 | 0.03% | −5,078−54.1% | 減碼 |
| CKW Financial Group | 4,301 | $67.6 萬 | 0.09% | 00.0% | 不變 |
| Eight 31 Financial LLC | 4,292 | $67.5 萬 | 0.41% | +4,292 | 新進 |
| Salvus Wealth Management, LLC | 4,288 | $67.4 萬 | 0.48% | −24−0.6% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,750 | $67.4 萬 | 0.01% | −187−3.8% | 減碼 |
| RIA Advisory Group LLC | 17,919 | $67.3 萬 | 0.32% | +15,925+798.6% | 加碼 |
| Cookson Peirce & Co Inc | 4,254 | $66.9 萬 | 0.04% | +117+2.8% | 加碼 |
| Putnam Investments LLC | 4,253 | $66.9 萬 | 0.00% | −29−0.7% | 減碼 |
| Cohen Capital Management, Inc. | 4,250 | $66.8 萬 | 0.13% | 00.0% | 不變 |
| Shakespeare Wealth Management, Inc. | 4,248 | $66.8 萬 | 0.21% | −8−0.2% | 減碼 |
| Waldron Private Wealth LLC | 4,237 | $66.6 萬 | 0.03% | +754+21.6% | 加碼 |
| Oakworth Capital, Inc. | 4,236 | $66.6 萬 | 0.05% | +404+10.5% | 加碼 |
| Vista Investment Management | 4,232 | $66.5 萬 | 0.31% | +247+6.2% | 加碼 |
| First Commonwealth Financial Corp | 4,223 | $66.4 萬 | 0.21% | +650+18.2% | 加碼 |
| Corundum Group, Inc. | 4,207 | $66.1 萬 | 0.33% | −2,428−36.6% | 減碼 |
| Total Clarity Wealth Management, Inc. | 4,207 | $66.1 萬 | 0.27% | +1,807+75.3% | 加碼 |
| Greenwich Wealth Management LLC | 4,199 | $66.0 萬 | 0.07% | +36+0.9% | 加碼 |
| OmniStar Financial Group, Inc. | 4,197 | $66.0 萬 | 0.83% | −246−5.5% | 減碼 |
| GM Advisory Group, Inc. | 4,184 | $65.8 萬 | 0.05% | +779+22.9% | 加碼 |