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 | 2,220 | $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 |
|---|---|---|---|---|---|
| Conning Inc. | 18,018 | $267.8 萬 | 0.09% | −197,466−91.6% | 減碼 |
| Trustmark National Bank Trust Department | 17,998 | $267.5 萬 | 0.22% | +2,974+19.8% | 加碼 |
| Marion Wealth Management | 17,993 | $267.4 萬 | 0.80% | 00.0% | 不變 |
| Park Avenue Securities LLC | 17,901 | $266.1 萬 | 0.03% | −1,189−6.2% | 減碼 |
| Cypress Capital Group | 17,896 | $266.0 萬 | 0.32% | +1,138+6.8% | 加碼 |
| Shorepoint Capital Partners LLC | 17,866 | $265.5 萬 | 0.65% | +561+3.2% | 加碼 |
| Occudo Quantitative Strategies LP | 17,806 | $264.7 萬 | 0.46% | +12,357+226.8% | 加碼 |
| Roundview Capital LLC | 17,675 | $262.7 萬 | 0.21% | −2,482−12.3% | 減碼 |
| Apollon Wealth Management, LLC | 17,657 | $262.4 萬 | 0.08% | +2,376+15.5% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 17,613 | $261.8 萬 | 0.82% | +207+1.2% | 加碼 |
| NEOS Investment Management LLC | 17,569 | $261.1 萬 | 0.16% | +7,345+71.8% | 加碼 |
| Boyar Asset Management Inc. | 17,544 | $260.8 萬 | 1.70% | +748+4.5% | 加碼 |
| Zullo Investment Group, Inc. | 17,540 | $260.7 萬 | 1.22% | +1,041+6.3% | 加碼 |
| Fort Washington Investment Advisors Inc | 17,490 | $260.0 萬 | 0.02% | −1,723−9.0% | 減碼 |
| Vinva Investment Management Ltd | 17,462 | $259.5 萬 | 0.15% | +7,148+69.3% | 加碼 |
| Cary Street Partners Asset Management LLC | 17,428 | $259.0 萬 | 0.40% | −1,033−5.6% | 減碼 |
| GHP Investment Advisors, Inc. | 17,394 | $258.5 萬 | 0.13% | +911+5.5% | 加碼 |
| Jacobi Capital Management LLC | 17,316 | $257.4 萬 | 0.24% | +1,084+6.7% | 加碼 |
| Hennessy Advisors Inc | 17,300 | $257.1 萬 | 0.11% | −22,900−57.0% | 減碼 |
| Plimoth Trust Co LLC | 17,268 | $256.7 萬 | 0.68% | −20−0.1% | 減碼 |
| Rodgers Brothers Inc. | 17,217 | $255.9 萬 | 0.35% | +30.0% | 加碼 |
| AE Wealth Management LLC | 17,201 | $255.6 萬 | 0.03% | −109,686−86.4% | 減碼 |
| Adams Asset Advisors, LLC | 17,185 | $255.4 萬 | 0.33% | 00.0% | 不變 |
| Cohen Investment Advisors LLC | 17,162 | $255.1 萬 | 1.65% | +1,941+12.8% | 加碼 |
| Gunn & Co Investment Management, Inc. | 17,132 | $254.6 萬 | 1.91% | −204,768−92.3% | 減碼 |
| Twin Lakes Capital Management, LLC | 17,061 | $253.6 萬 | 1.71% | +152+0.9% | 加碼 |
| Kennon-Green & Company, LLC | 16,985 | $252.4 萬 | 2.36% | −219−1.3% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 16,983 | $252.4 萬 | 0.13% | +1,696+11.1% | 加碼 |
| Kinneret Advisory, LLC | 16,960 | $252.1 萬 | 0.25% | −53−0.3% | 減碼 |
| Savoie Capital LLC | 16,928 | $251.6 萬 | 0.36% | +428+2.6% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 16,905 | $251.3 萬 | 1.11% | 00.0% | 不變 |
| Stamos Capital Partners, L.P. | 16,870 | $250.7 萬 | 0.57% | +1,470+9.5% | 加碼 |
| Miller Investment Management, LP | 16,859 | $250.6 萬 | 0.32% | 00.0% | 不變 |
| Sculati Wealth Management, LLC | 16,850 | $250.5 萬 | 1.08% | +226+1.4% | 加碼 |
| Lincoln National Corp | 16,823 | $250.0 萬 | 0.04% | +1,887+12.6% | 加碼 |
| Greenline Partners, LLC | 16,718 | $248.5 萬 | 0.40% | −271−1.6% | 減碼 |
| Exencial Wealth Advisors, LLC | 16,635 | $247.2 萬 | 0.09% | −481−2.8% | 減碼 |
| Mango Five Family, Inc. | 16,628 | $247.1 萬 | 0.82% | −300−1.8% | 減碼 |
| Americana Partners, LLC | 16,587 | $246.5 萬 | 0.21% | +2,544+18.1% | 加碼 |
| Veriti Management LLC | 16,577 | $246.4 萬 | 0.18% | +2,349+16.5% | 加碼 |
| Slagle Financial, LLC | 16,549 | $246.0 萬 | 1.33% | −12,279−42.6% | 減碼 |
| Horizon Investments, LLC | 16,645 | $244.7 萬 | 0.06% | +143+0.9% | 加碼 |
| Tiaa Trust, National Association | 16,278 | $241.9 萬 | 0.01% | +339+2.1% | 加碼 |
| Fortis Advisors, LLC | 16,253 | $241.6 萬 | 1.62% | −1,291−7.4% | 減碼 |
| Beverly Hills Private Wealth, LLC | 16,246 | $241.5 萬 | 0.56% | −904−5.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 16,198 | $240.8 萬 | 0.03% | −4,191−20.6% | 減碼 |
| Exeter Financial, LLC | 15,990 | $239.8 萬 | 1.11% | +790+5.2% | 加碼 |
| Arete Wealth Advisors, LLC | 16,132 | $239.8 萬 | 0.22% | +537+3.4% | 加碼 |
| Pathway Financial Advisers, LLC | 16,085 | $239.1 萬 | 0.86% | +234+1.5% | 加碼 |
| Rehmann Capital Advisory Group | 16,075 | $238.9 萬 | 0.18% | +175+1.1% | 加碼 |
| PYA Waltman Capital, LLC | 16,010 | $238.0 萬 | 0.88% | +1,722+12.1% | 加碼 |
| GYL Financial Synergies, LLC | 16,006 | $237.9 萬 | 0.19% | +709+4.6% | 加碼 |
| Sunbelt Securities, Inc. | 15,982 | $237.5 萬 | 0.27% | +1,381+9.5% | 加碼 |
| Public Sector Pension Investment Board | 15,981 | $237.5 萬 | 0.02% | −500−3.0% | 減碼 |
| StoneX Group Inc. | 15,968 | $237.3 萬 | 0.21% | −2,860−15.2% | 減碼 |
| Werlinich Asset Management, LLC | 16,100 | $237.2 萬 | 1.55% | +6,840+73.9% | 加碼 |
| Am Investment Strategies LLC | 15,956 | $237.1 萬 | 0.60% | +2,663+20.0% | 加碼 |
| Radnor Capital Management, LLC | 15,806 | $234.9 萬 | 0.40% | −925−5.5% | 減碼 |
| Portside Wealth Group, LLC | 15,787 | $234.6 萬 | 0.43% | +1,151+7.9% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 15,758 | $234.2 萬 | 0.12% | +2,187+16.1% | 加碼 |
| King Luther Capital Management Corp | 15,743 | $234.0 萬 | 0.01% | +1,566+11.0% | 加碼 |
| SkyOak Wealth, LLC | 15,719 | $233.6 萬 | 0.56% | +846+5.7% | 加碼 |
| Royal Fund Management, LLC | 15,693 | $233.2 萬 | 0.27% | +3,549+29.2% | 加碼 |
| Arvest Trust Co N A | 15,564 | $231.3 萬 | 0.13% | +725+4.9% | 加碼 |
| Auxier Asset Management | 15,520 | $230.7 萬 | 0.35% | −18−0.1% | 減碼 |
| Lantz Financial LLC | 15,486 | $230.2 萬 | 0.74% | +5,550+55.9% | 加碼 |
| Independence Bank of Kentucky | 15,467 | $229.9 萬 | 0.69% | −590−3.7% | 減碼 |
| Coppell Advisory Solutions Corp. | 15,399 | $228.9 萬 | 0.43% | +15,399 | 新進 |
| Princeton Global Asset Management LLC | 15,389 | $228.7 萬 | 0.54% | −452−2.9% | 減碼 |
| Redmond Asset Management, LLC | 15,357 | $228.3 萬 | 0.73% | +4,336+39.3% | 加碼 |
| KLCM Advisors, Inc. | 15,300 | $227.4 萬 | 0.29% | −29−0.2% | 減碼 |
| Ossiam | 15,277 | $227.1 萬 | 0.04% | −29,342−65.8% | 減碼 |
| Searle & Co. | 15,271 | $227.0 萬 | 0.58% | 00.0% | 不變 |
| Orca Investment Management, LLC | 15,219 | $226.2 萬 | 2.12% | +15,219 | 新進 |
| Shoker Investment Counsel, Inc. | 15,270 | $225.4 萬 | 0.80% | −60.0% | 減碼 |
| Trust Co of Toledo NA | 15,152 | $225.2 萬 | 0.35% | −328−2.1% | 減碼 |
| Charter Research & Investment Group, Inc. | 15,143 | $225.1 萬 | 1.78% | −70.0% | 減碼 |
| Addison Capital Co | 15,121 | $224.7 萬 | 1.12% | +1,107+7.9% | 加碼 |
| Caldwell Trust Co | 15,090 | $224.3 萬 | 0.26% | −23,471−60.9% | 減碼 |
| Harbour Investment Management LLC | 15,070 | $224.0 萬 | 1.05% | +77+0.5% | 加碼 |
| AIA Group Ltd | 14,968 | $222.5 萬 | 0.07% | +8,464+130.1% | 加碼 |
| Bonness Enterprises Inc | 14,950 | $222.2 萬 | 0.80% | 00.0% | 不變 |
| Vaughan Nelson Investment Management, L.P. | 14,880 | $221.2 萬 | 0.02% | −10−0.1% | 減碼 |
| Eudaimonia Partners, LLC | 14,867 | $221.0 萬 | 0.53% | −822−5.2% | 減碼 |
| Investmark Advisory Group LLC | 14,849 | $220.7 萬 | 1.21% | +36+0.2% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 14,760 | $219.4 萬 | 1.15% | +341+2.4% | 加碼 |
| Clearstead Advisors, LLC | 14,507 | $218.5 萬 | 0.11% | +204+1.4% | 加碼 |
| Banque Pictet & Cie SA | 14,668 | $218.0 萬 | 0.02% | +2,400+19.6% | 加碼 |
| Ballentine Partners, LLC | 14,664 | $218.0 萬 | 0.04% | −500−3.3% | 減碼 |
| Advisors Capital Management, LLC | 14,649 | $217.7 萬 | 0.04% | −95−0.6% | 減碼 |
| BFSG, LLC | 14,602 | $217.0 萬 | 0.29% | −361−2.4% | 減碼 |
| Richard Bernstein Advisors LLC | 14,590 | $216.9 萬 | 0.05% | 00.0% | 不變 |
| Towercrest Capital Management | 14,579 | $216.7 萬 | 0.37% | −10−0.1% | 減碼 |
| Equitable Holdings, Inc. | 14,476 | $215.2 萬 | 0.02% | −2,476−14.6% | 減碼 |
| Mutual Advisors, LLC | 14,427 | $214.4 萬 | 0.07% | +1,972+15.8% | 加碼 |
| Park National Corp | 14,412 | $214.2 萬 | 0.08% | −5,008−25.8% | 減碼 |
| BTC Capital Management, Inc. | 14,396 | $214.0 萬 | 0.20% | +14,396 | 新進 |
| Silvercrest Asset Management Group LLC | 14,377 | $213.7 萬 | 0.01% | −3,367−19.0% | 減碼 |
| Tradition Wealth Management, LLC | 14,352 | $213.3 萬 | 0.22% | −359−2.4% | 減碼 |
| Advisory Services & Investments, LLC | 14,339 | $213.1 萬 | 1.47% | 00.0% | 不變 |