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 |
|---|---|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 5,131 | $100.2 萬 | 0.71% | −743−12.6% | 減碼 |
| Diligent Investors, LLC | 6,731 | $100.0 萬 | 0.25% | +323+5.0% | 加碼 |
| Stableford Capital II LLC | 6,703 | $99.6 萬 | 0.40% | +1,208+22.0% | 加碼 |
| Castlekeep Investment Advisors LLC | 6,694 | $99.5 萬 | 0.72% | −258−3.7% | 減碼 |
| Cooper Financial Group | 6,666 | $99.1 萬 | 0.16% | +285+4.5% | 加碼 |
| Pensionmark Financial Group, LLC | 6,662 | $99.0 萬 | 0.14% | −215−3.1% | 減碼 |
| Colonial Trust Co | 6,652 | $98.9 萬 | 0.19% | +72+1.1% | 加碼 |
| Marino, Stram & Associates LLC | 6,649 | $98.8 萬 | 0.23% | +501+8.1% | 加碼 |
| SeaCrest Wealth Management, LLC | 6,635 | $98.6 萬 | 0.12% | −558−7.8% | 減碼 |
| Checchi Capital Advisers, LLC | 6,630 | $98.5 萬 | 0.08% | +451+7.3% | 加碼 |
| Alpha DNA Investment Management LLC | 6,620 | $98.4 萬 | 0.54% | +124+1.9% | 加碼 |
| Vident Advisory, LLC | 6,595 | $98.0 萬 | 0.02% | −7,179−52.1% | 減碼 |
| Lakewood Asset Management LLC | 6,576 | $97.7 萬 | 0.66% | +1,152+21.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,541 | $97.2 萬 | 0.13% | +3,333+103.9% | 加碼 |
| Syon Capital LLC | 6,528 | $97.0 萬 | 0.09% | +366+5.9% | 加碼 |
| Ingalls & Snyder LLC | 6,529 | $97.0 萬 | 0.04% | −506−7.2% | 減碼 |
| Fayez Sarofim & Co | 6,509 | $96.7 萬 | 0.00% | −990−13.2% | 減碼 |
| Private Trust Co NA | 6,477 | $96.3 萬 | 0.10% | +504+8.4% | 加碼 |
| Goldstone Financial Group, LLC | 6,467 | $96.1 萬 | 0.22% | −42−0.6% | 減碼 |
| RFG Advisory, LLC | 6,459 | $96.0 萬 | 0.03% | +2,149+49.9% | 加碼 |
| Trust Investment Advisors | 6,428 | $95.5 萬 | 0.69% | +46+0.7% | 加碼 |
| Belpointe Asset Management LLC | 6,426 | $95.5 萬 | 0.07% | −1,214−15.9% | 減碼 |
| Gleason Group, Inc. | 6,419 | $95.4 萬 | 0.20% | +68+1.1% | 加碼 |
| Catalyst Funds Management Pty Ltd | 6,400 | $95.1 萬 | 0.27% | +6,400 | 新進 |
| Aviance Capital Partners, LLC | 6,394 | $95.0 萬 | 0.14% | +6,394 | 新進 |
| Kovitz Investment Group Partners, LLC | 6,392 | $95.0 萬 | 0.01% | +4,307+206.6% | 加碼 |
| Summit Trail Advisors, LLC | 6,387 | $94.9 萬 | 0.03% | +1,685+35.8% | 加碼 |
| SevenBridge Financial Group, LLC | 6,458 | $94.6 萬 | 0.21% | −723−10.1% | 減碼 |
| Central Bank & Trust Co | 6,362 | $94.6 萬 | 0.13% | +420+7.1% | 加碼 |
| Legacy Financial Advisors, Inc. | 6,339 | $94.2 萬 | 0.17% | −620−8.9% | 減碼 |
| Abbrea Capital, LLC | 6,338 | $94.2 萬 | 0.12% | +43+0.7% | 加碼 |
| Brown Capital Management LLC | 6,312 | $93.8 萬 | 0.02% | 00.0% | 不變 |
| Family Asset Management, LLC | 6,304 | $93.7 萬 | 0.59% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 6,299 | $93.6 萬 | 0.01% | +205+3.4% | 加碼 |
| World Equity Group, Inc. | 6,296 | $93.6 萬 | 0.19% | +2,352+59.6% | 加碼 |
| Wrapmanager Inc | 6,276 | $93.3 萬 | 0.26% | −4,036−39.1% | 減碼 |
| Constitution Capital LLC | 6,264 | $93.1 萬 | 0.53% | −200−3.1% | 減碼 |
| First United Bank Trust | 6,245 | $92.8 萬 | 0.34% | −346−5.2% | 減碼 |
| Gsa Capital Partners LLP | 6,235 | $92.7 萬 | 0.07% | +4,056+186.1% | 加碼 |
| Rothschild Investment LLC | 6,230 | $92.6 萬 | 0.07% | −114−1.8% | 減碼 |
| Mendel Money Management | 6,211 | $92.3 萬 | 0.43% | +519+9.1% | 加碼 |
| 1st Source Bank | 6,139 | $91.2 萬 | 0.05% | −150−2.4% | 減碼 |
| Mayflower Financial Advisors, LLC | 6,114 | $90.9 萬 | 0.15% | −79,866−92.9% | 減碼 |
| Fundamentun, LLC | 6,104 | $90.7 萬 | 0.09% | −1,966−24.4% | 減碼 |
| First Financial Bank - Trust Division | 6,100 | $90.7 萬 | 0.09% | −358−5.5% | 減碼 |
| Fortem Financial Group, LLC | 6,072 | $90.2 萬 | 0.40% | +900+17.4% | 加碼 |
| Schechter Investment Advisors, LLC | 6,056 | $90.0 萬 | 0.07% | −1,427−19.1% | 減碼 |
| Affinity Wealth Management LLC | 6,046 | $89.9 萬 | 0.17% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 6,035 | $89.7 萬 | 0.25% | +10.0% | 加碼 |
| Archford Capital Strategies, LLC | 6,001 | $89.2 萬 | 0.15% | −646−9.7% | 減碼 |
| Main Street Financial Solutions, LLC | 5,999 | $89.2 萬 | 0.10% | +461+8.3% | 加碼 |
| Investors Asset Management of Georgia Inc | 5,997 | $89.1 萬 | 0.42% | +805+15.5% | 加碼 |
| Benjamin Edwards Inc | 5,987 | $89.0 萬 | 0.18% | −159−2.6% | 減碼 |
| Convergence Investment Partners, LLC | 5,987 | $89.0 萬 | 0.34% | +4,520+308.1% | 加碼 |
| Missouri Trust & Investment Co | 5,985 | $89.0 萬 | 0.34% | +473+8.6% | 加碼 |
| Impact Partnership Wealth, LLC | 5,984 | $88.9 萬 | 0.35% | +4,543+315.3% | 加碼 |
| Byrne Asset Management LLC | – | $88.4 萬 | 0.61% | – | – |
| Berkeley Capital Partners, LLC | 5,921 | $88.0 萬 | 0.27% | +5,921 | 新進 |
| Choate Investment Advisors | 5,894 | $87.6 萬 | 0.02% | +592+11.2% | 加碼 |
| DeDora Capital, Inc. | 5,882 | $87.4 萬 | 0.28% | +949+19.2% | 加碼 |
| First Horizon Advisors, Inc. | 5,881 | $87.4 萬 | 0.03% | −706−10.7% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 5,869 | $87.2 萬 | 0.36% | +647+12.4% | 加碼 |
| Boston Financial Mangement LLC | 5,863 | $87.1 萬 | 0.03% | −77−1.3% | 減碼 |
| Encompass Wealth Advisors, LLC | 5,862 | $87.1 萬 | 0.23% | +2,695+85.1% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,856 | $87.0 萬 | 0.10% | +2,732+87.5% | 加碼 |
| Schnieders Capital Management LLC | 5,853 | $87.0 萬 | 0.18% | −836−12.5% | 減碼 |
| Ontario Teachers Pension Plan Board | 5,853 | $87.0 萬 | 0.01% | +1,958+50.3% | 加碼 |
| Keudell/Morrison Wealth Management | 5,846 | $86.9 萬 | 0.26% | +988+20.3% | 加碼 |
| Financial Advocates Investment Management | 5,838 | $86.8 萬 | 0.05% | +97+1.7% | 加碼 |
| Northstar Group, Inc. | 5,814 | $86.4 萬 | 0.17% | +13+0.2% | 加碼 |
| Barden Capital Management, Inc. | 5,793 | $86.1 萬 | 0.83% | −2,025−25.9% | 減碼 |
| Gladstone Institutional Advisory LLC | 5,791 | $86.1 萬 | 0.05% | −5,520−48.8% | 減碼 |
| Massachusetts Wealth Management | 5,790 | $86.1 萬 | 0.61% | 00.0% | 不變 |
| Investors Research Corp | 5,789 | $86.0 萬 | 0.20% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 5,779 | $85.9 萬 | 0.10% | −2,361−29.0% | 減碼 |
| Reuter James Wealth Management, LLC | 5,775 | $85.8 萬 | 0.60% | −92−1.6% | 減碼 |
| LCNB Corp | 5,771 | $85.8 萬 | 0.31% | −86−1.5% | 減碼 |
| Norden Group LLC | 5,756 | $85.5 萬 | 0.17% | +1,401+32.2% | 加碼 |
| Traynor Capital Management, Inc. | 5,726 | $85.1 萬 | 0.08% | −14−0.2% | 減碼 |
| Proequities, Inc. | 5,722 | $85.0 萬 | 0.05% | +751+15.1% | 加碼 |
| Pettyjohn, Wood & White, Inc | 5,642 | $83.9 萬 | 0.17% | −95−1.7% | 減碼 |
| Harbor Investment Advisory, LLC | 5,631 | $83.7 萬 | 0.09% | +2,935+108.9% | 加碼 |
| Essex Financial Services, Inc. | 5,631 | $83.7 萬 | 0.08% | +441+8.5% | 加碼 |
| Patriot Investment Management Inc. | 5,629 | $83.7 萬 | 0.07% | −481−7.9% | 減碼 |
| Guardian Capital Advisors LP | 5,865 | $83.4 萬 | 0.09% | −990−14.4% | 減碼 |
| Greenland Capital Management LP | 5,600 | $83.2 萬 | 0.14% | +5,600 | 新進 |
| Heritage Wealth Advisors | 5,594 | $83.1 萬 | 0.04% | −1,459−20.7% | 減碼 |
| Centaurus Financial, Inc. | 5,575 | $82.9 萬 | 0.06% | −258−4.4% | 減碼 |
| Capital Square, LLC | 5,557 | $82.6 萬 | 0.58% | +556+11.1% | 加碼 |
| Klein Pavlis & Peasley Financial, Inc. | 5,557 | $82.6 萬 | 0.75% | +5,557 | 新進 |
| Hilltop Partners LLC | 5,528 | $82.2 萬 | 0.29% | +669+13.8% | 加碼 |
| Hutner Capital Management Inc | 5,506 | $81.8 萬 | 0.44% | −109−1.9% | 減碼 |
| Bank of Hawaii | 5,503 | $81.8 萬 | 0.04% | −87−1.6% | 減碼 |
| American National Bank & Trust Co | 5,485 | $81.5 萬 | 0.19% | +5,485 | 新進 |
| Baker Tilly Wealth Management, LLC | 5,474 | $81.4 萬 | 0.15% | +357+7.0% | 加碼 |
| Bangor Savings Bank | 5,446 | $80.9 萬 | 0.08% | +127+2.4% | 加碼 |
| Pinnacle West Asset Management, Inc. | 5,440 | $80.9 萬 | 0.64% | +245+4.7% | 加碼 |
| Capital Asset Advisory Services LLC | 5,343 | $80.9 萬 | 0.05% | −388−6.8% | 減碼 |
| Lindbrook Capital, LLC | 5,435 | $80.8 萬 | 0.08% | −94−1.7% | 減碼 |
| Transcend Wealth Collective, LLC | 5,431 | $80.7 萬 | 0.06% | +1,924+54.9% | 加碼 |