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
- 2,220
- 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 842 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 | 2,220 | $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 |
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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 847 | $12.6 萬 | 0.01% | +30+3.7% | 加碼 |
| Toth Financial Advisory Corp | 854 | $12.7 萬 | 0.02% | −14−1.6% | 減碼 |
| Westside Investment Management, Inc. | 856 | $12.7 萬 | 0.03% | −61−6.7% | 減碼 |
| IAG Wealth Partners, LLC | 874 | $13.0 萬 | 0.03% | +234+36.6% | 加碼 |
| LifeSteps Financial, Inc. | 881 | $13.1 萬 | 0.10% | +881 | 新進 |
| Edmond de Rothschild Holding S.A. | 900 | $13.4 萬 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 909 | $13.5 萬 | 0.05% | −260−22.2% | 減碼 |
| McCarthy Grittinger Financial Group, LLC | 917 | $13.6 萬 | 0.04% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 920 | $13.7 萬 | 0.02% | +141+18.1% | 加碼 |
| CNB Bank | 920 | $13.7 萬 | 0.07% | −97−9.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 942 | $14.0 萬 | 0.00% | −183,958−99.5% | 減碼 |
| Davis Capital Management | 960 | $14.2 萬 | 0.13% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 963 | $14.3 萬 | 0.13% | +689+251.5% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 968 | $14.4 萬 | 0.09% | +183+23.3% | 加碼 |
| MV Capital Management, Inc. | 969 | $14.4 萬 | 0.02% | +77+8.6% | 加碼 |
| Asset Dedication, LLC | 983 | $14.5 萬 | 0.01% | −27−2.7% | 減碼 |
| Key Financial Inc | 977 | $14.5 萬 | 0.04% | 00.0% | 不變 |
| Abich Financial Wealth Management LLC | 1,000 | $14.9 萬 | 0.11% | +1,000 | 新進 |
| Pacific Capital Wealth Advisors, Inc | 1,007 | $15.0 萬 | 0.04% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 1,014 | $15.0 萬 | 0.09% | −105−9.4% | 減碼 |
| American Capital Advisory, LLC | 774 | $15.0 萬 | 0.13% | 00.0% | 不變 |
| Credential Qtrade Securities Inc. | 1,020 | $15.2 萬 | 0.01% | −4,305−80.8% | 減碼 |
| Plante Moran Financial Advisors, LLC | 1,050 | $15.6 萬 | 0.02% | −167−13.7% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 1,050 | $15.6 萬 | 0.09% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 1,112 | $16.5 萬 | 0.02% | −51−4.4% | 減碼 |
| Opal Wealth Advisors, LLC | 1,111 | $16.5 萬 | 0.06% | +1,111 | 新進 |
| Covestor Ltd | 1,119 | $16.6 萬 | 0.11% | +137+14.0% | 加碼 |
| Mascoma Wealth Management LLC | 1,123 | $16.7 萬 | 0.05% | −958−46.0% | 減碼 |
| Union Savings Bank | 1,137 | $16.9 萬 | 0.09% | +100+9.6% | 加碼 |
| AdvisorNet Financial, Inc | 1,139 | $16.9 萬 | 0.02% | +42+3.8% | 加碼 |
| First PREMIER Bank | 1,144 | $17.0 萬 | 0.04% | +26+2.3% | 加碼 |
| Bellevue Asset Management, LLC | 1,156 | $17.2 萬 | 0.10% | −180−13.5% | 減碼 |
| Atlantic Trust, LLC | 1,185 | $17.6 萬 | 0.05% | +27+2.3% | 加碼 |
| Register Financial Advisors LLC | 1,192 | $17.7 萬 | 0.09% | −1,418−54.3% | 減碼 |
| U S Global Investors Inc | 1,195 | $17.8 萬 | 0.01% | +263+28.2% | 加碼 |
| Trust Co | 1,199 | $17.8 萬 | 0.02% | 00.0% | 不變 |
| Addison Advisors LLC | 1,201 | $17.9 萬 | 0.06% | +50+4.3% | 加碼 |
| Stephens Investment Management Group LLC | 1,203 | $17.9 萬 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 1,228 | $18.3 萬 | 0.04% | 00.0% | 不變 |
| Headlands Technologies LLC | 1,240 | $18.4 萬 | 0.04% | +1,240 | 新進 |
| Glass Jacobson Investment Advisors llc | 1,255 | $18.7 萬 | 0.07% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 1,270 | $18.7 萬 | 0.05% | −32−2.5% | 減碼 |
| Bruce G. Allen Investments, LLC | 1,305 | $19.4 萬 | 0.16% | +99+8.2% | 加碼 |
| HHM Wealth Advisors, LLC | 1,313 | $19.5 萬 | 0.03% | 00.0% | 不變 |
| DT Investment Partners, LLC | 1,318 | $19.6 萬 | 0.02% | −6,060−82.1% | 減碼 |
| Pinnacle Bancorp, Inc. | 1,330 | $19.8 萬 | 0.06% | 00.0% | 不變 |
| Abel Hall, LLC | 1,346 | $20.0 萬 | 0.15% | +1,346 | 新進 |
| Invenio Wealth Partners LLC | 1,349 | $20.1 萬 | 0.11% | +1,349 | 新進 |
| Regents of the University of California | 1,350 | $20.1 萬 | 0.06% | 00.0% | 不變 |
| Fort, L.P. | 1,354 | $20.1 萬 | 0.51% | −280−17.1% | 減碼 |
| Oracle Alpha Inc. | 1,358 | $20.2 萬 | 0.36% | −1,252−48.0% | 減碼 |
| Inscription Capital, LLC | 1,360 | $20.2 萬 | 0.03% | +1,360 | 新進 |
| Salomon & Ludwin, LLC | 1,366 | $20.3 萬 | 0.02% | −300−18.0% | 減碼 |
| Charles Schwab Trust Co | 1,371 | $20.4 萬 | 0.02% | +2+0.1% | 加碼 |
| Bluesphere Advisors, LLC | 1,374 | $20.4 萬 | 0.11% | −7−0.5% | 減碼 |
| Trinity Financial Advisors LLC | 1,377 | $20.5 萬 | 0.09% | −68−4.7% | 減碼 |
| Greenwood Capital Associates LLC | 1,382 | $20.5 萬 | 0.03% | +13+0.9% | 加碼 |
| Trust Co of Kansas | 1,385 | $20.6 萬 | 0.11% | 00.0% | 不變 |
| Ransom Advisory, Ltd | 1,387 | $20.6 萬 | 0.11% | +1,387 | 新進 |
| CIC Wealth, LLC | 1,393 | $20.7 萬 | 0.06% | −73−5.0% | 減碼 |
| Quent Capital, LLC | 1,396 | $20.8 萬 | 0.02% | +129+10.2% | 加碼 |
| Payden & Rygel | 1,400 | $20.8 萬 | 0.01% | 00.0% | 不變 |
| Payden & Rygel Investment Group | 1,400 | $20.8 萬 | 0.01% | +1,400 | 新進 |
| HFR Wealth Management, LLC | 1,400 | $20.8 萬 | 0.05% | −200−12.5% | 減碼 |
| German American Bancorp, Inc. | 1,400 | $20.8 萬 | 0.03% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 1,400 | $20.8 萬 | 0.04% | 00.0% | 不變 |
| Level Financial Advisors, Inc. | 1,400 | $20.8 萬 | 0.09% | 00.0% | 不變 |
| Moody Aldrich Partners LLC | 1,405 | $20.9 萬 | 0.04% | +1,405 | 新進 |
| Embree Financial Group | 1,406 | $20.9 萬 | 0.04% | −46−3.2% | 減碼 |
| Wallace Advisory Group, LLC | 1,329 | $20.9 萬 | 0.16% | −1,744−56.8% | 減碼 |
| Clark Asset Management, LLC | 1,406 | $20.9 萬 | 0.06% | −100−6.6% | 減碼 |
| Quadrant Private Wealth Management, LLC | 1,408 | $20.9 萬 | 0.05% | 00.0% | 不變 |
| Riverwater Partners LLC | 1,414 | $21.0 萬 | 0.15% | +1,414 | 新進 |
| Sargent Investment Group, LLC | 1,416 | $21.0 萬 | 0.05% | −990−41.1% | 減碼 |
| EPG Wealth Management LLC | 1,416 | $21.1 萬 | 0.05% | +5+0.4% | 加碼 |
| Diversified, LLC | 1,421 | $21.1 萬 | 0.03% | +11+0.8% | 加碼 |
| O'Rourke & Company, Inc | 1,423 | $21.2 萬 | 0.12% | −272−16.0% | 減碼 |
| Drake & Associates, LLC | 1,428 | $21.2 萬 | 0.08% | −400−21.9% | 減碼 |
| Arrow Financial Corp | 1,436 | $21.3 萬 | 0.02% | −27−1.8% | 減碼 |
| Harvey Investment Co LLC | 1,438 | $21.4 萬 | 0.02% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 1,442 | $21.4 萬 | 0.03% | −20−1.4% | 減碼 |
| Hall Laurie J Trustee | 1,450 | $21.5 萬 | 0.08% | −60−4.0% | 減碼 |
| Beaumont Financial Advisors, LLC | 1,448 | $21.5 萬 | 0.02% | +1,448 | 新進 |
| Invictus Private Wealth, LLC | 1,450 | $21.6 萬 | 0.02% | −61−4.0% | 減碼 |
| Obsidian Personal Planning Solutions LLC | 1,462 | $21.6 萬 | 0.14% | +29+2.0% | 加碼 |
| Norwood Financial Corp | 1,453 | $21.6 萬 | 0.31% | +933+179.4% | 加碼 |
| WBH Advisory Inc | 1,465 | $21.8 萬 | 0.02% | +1,465 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,466 | $21.8 萬 | 0.02% | 00.0% | 不變 |
| LifePro Asset Management | 1,466 | $21.8 萬 | 0.14% | +1,466 | 新進 |
| Hudock, Inc. | 1,467 | $21.8 萬 | 0.05% | +134+10.1% | 加碼 |
| Advus Financial Partners, LLC | 1,469 | $21.8 萬 | 0.07% | −203−12.1% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 1,473 | $21.9 萬 | 0.12% | −215−12.7% | 減碼 |
| Arcataur Capital Management LLC | 1,473 | $21.9 萬 | 0.08% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 1,477 | $22.0 萬 | 0.02% | +16+1.1% | 加碼 |
| Members Capital Advisors Inc | 1,481 | $22.0 萬 | 0.62% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 1,609 | $22.0 萬 | 0.10% | −253−13.6% | 減碼 |
| Wedge Capital Management L L P | 1,484 | $22.1 萬 | 0.00% | +60+4.2% | 加碼 |
| Seeds Investor LLC | 1,490 | $22.1 萬 | 0.20% | +1,490 | 新進 |
| Bank of Nova Scotia Trust Co | 1,490 | $22.1 萬 | 0.02% | −701−32.0% | 減碼 |
| Richard C. Young & CO., LTD. | 1,490 | $22.2 萬 | 0.03% | −79,749−98.2% | 減碼 |