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。
2024 年第 1 季 13F 持有人
United Parcel Service Inc 在 2024/3/31 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
- 2,219
- 較 2023 年第 4 季 −20 家
- 持有股數
- 5.13 億
- 較 2023 年第 4 季 −27.7 萬 (−0.1%)
- 總市值
- $762.7 億
- 較 2023 年第 4 季 −$44.4 億 (−5.5%)
- 新進機構
- 152
- 另有 986 家加碼
- 清倉機構
- 172
- 另有 841 家減碼
另有 29 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 42,501 | $630.5 萬 | 1.19% | +15,165+55.5% | 加碼 |
| Securian Asset Management, Inc | 42,599 | $633.1 萬 | 0.19% | −3,143−6.9% | 減碼 |
| Builder Investment Group Inc | 43,245 | $642.8 萬 | 1.87% | −260−0.6% | 減碼 |
| Naples Global Advisors, LLC | 43,409 | $645.2 萬 | 0.66% | +611+1.4% | 加碼 |
| Miracle Mile Advisors, LLC | 43,413 | $645.2 萬 | 0.16% | +4,486+11.5% | 加碼 |
| Birch Capital Management, LLC | 43,687 | $649.3 萬 | 3.37% | +3,925+9.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 43,889 | $652.3 萬 | 0.27% | +648+1.5% | 加碼 |
| Buck Wealth Strategies, LLC | 44,024 | $654.3 萬 | 2.25% | +40,592+1,182.8% | 加碼 |
| Live Oak Private Wealth LLC | 44,038 | $654.5 萬 | 1.13% | −3,779−7.9% | 減碼 |
| Loomis Sayles & Co L P | 44,046 | $654.6 萬 | 0.01% | −284−0.6% | 減碼 |
| First National Trust Co | 44,306 | $658.5 萬 | 0.27% | −2,692−5.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 44,387 | $659.7 萬 | 0.11% | −629−1.4% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 44,486 | $661.2 萬 | 0.38% | +609+1.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 44,557 | $662.2 萬 | 0.07% | +6,984+18.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 44,609 | $663.0 萬 | 0.01% | −80,065−64.2% | 減碼 |
| Northeast Investment Management | 44,613 | $663.1 萬 | 0.33% | −656−1.4% | 減碼 |
| Hudson Bay Capital Management LP | 45,070 | $669.9 萬 | 0.06% | +45,070 | 新進 |
| Haverford Financial Services, Inc. | 45,197 | $671.8 萬 | 1.93% | −72−0.2% | 減碼 |
| Wambolt & Associates, LLC | 45,821 | $676.4 萬 | 2.02% | −45−0.1% | 減碼 |
| Gratus Capital LLC | 45,657 | $678.6 萬 | 0.31% | +365+0.8% | 加碼 |
| Wealthcare Advisory Partners LLC | 45,672 | $678.8 萬 | 0.22% | +292+0.6% | 加碼 |
| Stonegate Investment Group, LLC | 45,846 | $681.4 萬 | 0.21% | +2,568+5.9% | 加碼 |
| Prudential PLC | 45,874 | $681.8 萬 | 0.06% | −2,385−4.9% | 減碼 |
| Tufton Capital Management | 45,996 | $683.6 萬 | 1.34% | −478−1.0% | 減碼 |
| Signaturefd, LLC | 46,014 | $683.9 萬 | 0.14% | −2,593−5.3% | 減碼 |
| Keystone Financial Planning, Inc. | 46,276 | $687.8 萬 | 2.23% | +2,043+4.6% | 加碼 |
| Griffin Asset Management, Inc. | 46,591 | $692.5 萬 | 0.83% | +5,027+12.1% | 加碼 |
| Hartford Investment Management Co | 46,740 | $694.7 萬 | 0.25% | −1,992−4.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 46,870 | $696.6 萬 | 0.08% | +3,003+6.8% | 加碼 |
| Advisory Services Network, LLC | 46,934 | $697.6 萬 | 0.15% | +10,235+27.9% | 加碼 |
| Koshinski Asset Management, Inc. | 47,031 | $699.0 萬 | 0.72% | +43,822+1,365.6% | 加碼 |
| Investment House LLC | 47,399 | $704.5 萬 | 0.41% | +2,199+4.9% | 加碼 |
| Capital Management Corp | 47,616 | $707.7 萬 | 1.35% | +3,974+9.1% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 47,660 | $708.4 萬 | 0.53% | −1,197−2.5% | 減碼 |
| Steel Peak Wealth Management LLC | 47,880 | $711.6 萬 | 0.36% | +45,299+1,755.1% | 加碼 |
| Oakview Capital Management, L.P. | 48,409 | $719.5 萬 | 7.50% | −75,179−60.8% | 減碼 |
| Intact Investment Management Inc. | 48,800 | $725.3 萬 | 0.29% | 00.0% | 不變 |
| Resources Management Corp | 48,894 | $726.7 萬 | 1.06% | −2,348−4.6% | 減碼 |
| Ally Financial Inc. | 49,000 | $728.3 萬 | 0.98% | +17,000+53.1% | 加碼 |
| Texas Yale Capital Corp. | 49,005 | $728.4 萬 | 0.32% | −40−0.1% | 減碼 |
| Morgan Dempsey Capital Management LLC | 49,077 | $729.4 萬 | 2.34% | −4,203−7.9% | 減碼 |
| Hendley & Co Inc | 49,312 | $732.9 萬 | 2.62% | +233+0.5% | 加碼 |
| Lowe Brockenbrough & Co Inc | 49,358 | $733.6 萬 | 0.50% | +9,677+24.4% | 加碼 |
| Spinnaker Trust | 49,431 | $734.7 萬 | 0.47% | +952+2.0% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 49,921 | $742.0 萬 | 0.59% | −56−0.1% | 減碼 |
| Carlson Capital L P | 50,200 | $746.1 萬 | 0.61% | +50,200 | 新進 |
| Credit Agricole S A | 53,577 | $764.8 萬 | 0.13% | +23,610+78.8% | 加碼 |
| Oppenheimer & Co Inc | 52,330 | $777.8 萬 | 0.13% | −2,073−3.8% | 減碼 |
| Ibex Wealth Advisors | 45,176 | $785.3 萬 | 2.13% | +45,154+205,245.5% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 53,124 | $789.6 萬 | 0.24% | +4,484+9.2% | 加碼 |
| Axxcess Wealth Management, LLC | 53,194 | $790.6 萬 | 0.22% | −1,700−3.1% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 53,221 | $791.0 萬 | 1.60% | +4,879+10.1% | 加碼 |
| Executive Wealth Management, LLC | 53,635 | $791.8 萬 | 0.69% | +491+0.9% | 加碼 |
| CX Institutional | 53,401 | $793.7 萬 | 0.38% | +12,456+30.4% | 加碼 |
| Erste Asset Management GmbH | 54,347 | $796.8 萬 | 0.11% | +18,775+52.8% | 加碼 |
| Grace & White Inc | 53,690 | $798.0 萬 | 1.44% | 00.0% | 不變 |
| Meiji Yasuda Life Insurance Co | 53,836 | $800.2 萬 | 0.17% | +10,117+23.1% | 加碼 |
| Shelton Capital Management | 53,914 | $801.3 萬 | 0.23% | −400−0.7% | 減碼 |
| JustInvest LLC | 53,976 | $802.3 萬 | 0.17% | +11,379+26.7% | 加碼 |
| Tompkins Financial Corp | 54,260 | $806.5 萬 | 0.91% | +2,838+5.5% | 加碼 |
| Country Club Bank | 54,331 | $807.5 萬 | 0.57% | +7,976+17.2% | 加碼 |
| Maryland State Retirement & Pension System | 56,862 | $807.8 萬 | 0.16% | +482+0.9% | 加碼 |
| Argent Trust Co | 54,658 | $812.4 萬 | 0.37% | +172+0.3% | 加碼 |
| Kentucky Retirement Systems | 54,926 | $816.4 萬 | 0.24% | −2,942−5.1% | 減碼 |
| Anchor Investment Management, LLC | 55,020 | $817.8 萬 | 0.86% | +316+0.6% | 加碼 |
| Sowell Financial Services LLC | 55,033 | $818.0 萬 | 0.39% | −202−0.4% | 減碼 |
| Linscomb & Williams, Inc. | 56,138 | $834.4 萬 | 0.43% | −152−0.3% | 減碼 |
| Bell Bank | 56,796 | $844.2 萬 | 0.73% | +3,209+6.0% | 加碼 |
| Hamel Associates, Inc. | 56,964 | $846.7 萬 | 2.72% | +320+0.6% | 加碼 |
| Birch Hill Investment Advisors LLC | 57,152 | $849.5 萬 | 0.41% | −16,105−22.0% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 57,304 | $851.7 萬 | 0.09% | +4,121+7.7% | 加碼 |
| Lathrop Investment Management Corp | 57,398 | $853.1 萬 | 1.65% | −6,541−10.2% | 減碼 |
| Integrated Wealth Concepts LLC | 57,405 | $853.2 萬 | 0.12% | −1,272−2.2% | 減碼 |
| Lynch & Associates | 57,706 | $857.7 萬 | 1.98% | −2,195−3.7% | 減碼 |
| Romano Brothers and Company | 57,752 | $858.4 萬 | 1.18% | −1,389−2.3% | 減碼 |
| Captrust Financial Advisors | 57,772 | $858.7 萬 | 0.03% | −12,814−18.2% | 減碼 |
| Olstein Capital Management, L.P. | 58,000 | $862.1 萬 | 1.41% | +10,000+20.8% | 加碼 |
| Prospera Financial Services Inc | 58,411 | $868.4 萬 | 0.26% | +3,807+7.0% | 加碼 |
| Cullinan Associates Inc | 58,728 | $872.9 萬 | 0.49% | +4,092+7.5% | 加碼 |
| United Advisor Group, LLC | 58,774 | $873.6 萬 | 3.28% | −14,123−19.4% | 減碼 |
| Capstone Investment Advisors, LLC | 59,151 | $879.2 萬 | 0.16% | +23,573+66.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 59,198 | $879.9 萬 | 0.08% | −3,220−5.2% | 減碼 |
| Macquarie Group Ltd | 59,283 | $881.1 萬 | 0.01% | −10,408−14.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 59,567 | $885.3 萬 | 0.03% | +6,502+12.3% | 加碼 |
| Sigma Investment Counselors Inc | 59,697 | $887.3 萬 | 0.57% | −270.0% | 減碼 |
| Formuepleje A/S | 59,837 | $889.4 萬 | 0.50% | −5,823−8.9% | 減碼 |
| Daymark Wealth Partners, LLC | 60,111 | $893.4 萬 | 0.48% | −252−0.4% | 減碼 |
| Visionary Wealth Advisors | 60,329 | $896.7 萬 | 0.61% | +9,229+18.1% | 加碼 |
| Evergreen Capital Management LLC | 60,524 | $899.6 萬 | 0.34% | −704−1.1% | 減碼 |
| Umb Bank N A | 60,530 | $899.7 萬 | 0.14% | −86,428−58.8% | 減碼 |
| Evercore Wealth Management, LLC | 60,606 | $900.8 萬 | 0.14% | −2,377−3.8% | 減碼 |
| Glenview Trust Co | 61,130 | $908.6 萬 | 0.20% | −851−1.4% | 減碼 |
| Wesbanco Bank Inc | 61,178 | $909.3 萬 | 0.34% | +47,418+344.6% | 加碼 |
| Advocate Group LLC | 61,195 | $909.5 萬 | 1.81% | +7,456+13.9% | 加碼 |
| GAM Holding AG | 61,324 | $911.5 萬 | 0.66% | +61,324 | 新進 |
| Candriam Luxembourg S.C.A. | 61,373 | $912.2 萬 | 0.06% | −8,623−12.3% | 減碼 |
| Ameritas Advisory Services, LLC | 61,435 | $912.4 萬 | 0.38% | +51,724+532.6% | 加碼 |
| Gilbert & Cook, Inc. | 61,431 | $913.0 萬 | 1.24% | −12,569−17.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 61,453 | $913.3 萬 | 0.23% | +297+0.5% | 加碼 |
| Hantz Financial Services, Inc. | 61,762 | $918.0 萬 | 0.18% | −4,055−6.2% | 減碼 |