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 2 季 13F 持有人
United Parcel Service Inc 在 2024/6/30 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
- 2,182
- 較 2024 年第 1 季 −2 家
- 持有股數
- 5.18 億
- 較 2024 年第 1 季 +776.3 萬 (+1.5%)
- 總市值
- $709.6 億
- 較 2024 年第 1 季 −$49.2 億 (−6.5%)
- 新進機構
- 160
- 另有 848 家加碼
- 清倉機構
- 162
- 另有 927 家減碼
另有 36 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Liberty Wealth Management LLC | 4,344 | $46.4 萬 | 0.09% | +810+22.9% | 加碼 |
| SRS Capital Advisors, Inc. | 3,394 | $46.4 萬 | 0.05% | +1,917+129.8% | 加碼 |
| IFG Advisors, LLC | 3,396 | $46.5 萬 | 0.11% | +13+0.4% | 加碼 |
| Octavia Wealth Advisors, LLC | 3,396 | $46.5 萬 | 0.06% | −126−3.6% | 減碼 |
| Xcel Wealth Management, LLC | 3,396 | $46.5 萬 | 0.15% | −75−2.2% | 減碼 |
| Eads & Heald Wealth Management | 3,409 | $46.7 萬 | 0.23% | −1,066−23.8% | 減碼 |
| Defined Wealth Management, LLC | 3,414 | $46.7 萬 | 0.32% | −173−4.8% | 減碼 |
| Opinicus Capital, Inc. | 3,420 | $46.8 萬 | 0.39% | +740+27.6% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 3,428 | $46.9 萬 | 0.15% | +1,053+44.3% | 加碼 |
| Keebeck Alpha, LP | 3,430 | $46.9 萬 | 0.35% | +3,430 | 新進 |
| DAGCO, Inc. | 3,437 | $47.0 萬 | 0.21% | −646−15.8% | 減碼 |
| Accurate Wealth Management, LLC | 3,264 | $47.0 萬 | 0.11% | +148+4.7% | 加碼 |
| Penserra Capital Management LLC | 3,452 | $47.2 萬 | 0.01% | +46+1.4% | 加碼 |
| Hoylecohen, LLC | 3,460 | $47.4 萬 | 0.04% | +1,286+59.2% | 加碼 |
| Archer Investment Corp | 3,464 | $47.4 萬 | 0.14% | +102+3.0% | 加碼 |
| Wallace Advisory Group, LLC | 3,469 | $47.5 萬 | 0.34% | +2,140+161.0% | 加碼 |
| NCM Capital Management, LLC | 3,473 | $47.5 萬 | 0.25% | +155+4.7% | 加碼 |
| Sax Wealth Advisors, LLC | 3,496 | $47.8 萬 | 0.05% | +3,496 | 新進 |
| Stratos Wealth Advisors, LLC | 3,505 | $48.0 萬 | 0.02% | −14−0.4% | 減碼 |
| Mount Yale Investment Advisors, LLC | 3,510 | $48.0 萬 | 0.04% | −74−2.1% | 減碼 |
| Roble, Belko & Company, Inc | 3,513 | $48.1 萬 | 0.08% | 00.0% | 不變 |
| Viawealth, LLC | 3,522 | $48.2 萬 | 0.30% | +213+6.4% | 加碼 |
| Family Legacy, Inc. | 3,529 | $48.3 萬 | 0.17% | −25−0.7% | 減碼 |
| Liberty Capital Management, Inc. | 3,535 | $48.4 萬 | 0.11% | 00.0% | 不變 |
| Ignite Planners, LLC | 3,565 | $48.6 萬 | 0.12% | −5−0.1% | 減碼 |
| Pathway Financial Advisors LLC | 3,560 | $48.7 萬 | 0.13% | −31−0.9% | 減碼 |
| First Affirmative Financial Network | 3,570 | $48.9 萬 | 0.34% | +31+0.9% | 加碼 |
| Cutler Investment Counsel LLC | 3,586 | $49.1 萬 | 0.07% | +307+9.4% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 3,601 | $49.3 萬 | 0.34% | +2+0.1% | 加碼 |
| Stonebrook Private Inc. | 3,609 | $49.4 萬 | 0.14% | +741+25.8% | 加碼 |
| Sar Wealth Management Group, LLC | 3,654 | $50.0 萬 | 0.35% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 3,658 | $50.1 萬 | 0.14% | +168+4.8% | 加碼 |
| Absher Wealth Management, LLC | 3,666 | $50.2 萬 | 0.07% | +775+26.8% | 加碼 |
| BCJ Capital Management, LLC | 3,672 | $50.3 萬 | 0.04% | +1,052+40.2% | 加碼 |
| Waldron Private Wealth LLC | 3,674 | $50.3 萬 | 0.02% | −337−8.4% | 減碼 |
| Total Clarity Wealth Management, Inc. | 3,689 | $50.5 萬 | 0.18% | −469−11.3% | 減碼 |
| Phoenix Holdings Ltd. | 3,707 | $50.5 萬 | 0.01% | −27,682−88.2% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 3,432 | $50.6 萬 | 0.04% | +1,937+129.6% | 加碼 |
| Caldwell Sutter Capital, Inc. | 3,707 | $50.7 萬 | 0.25% | +342+10.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,898 | $50.8 萬 | 0.03% | −90−2.3% | 減碼 |
| Ellis Investment Partners, LLC | 3,722 | $50.9 萬 | 0.11% | +3,722 | 新進 |
| Sentinus, LLC | 3,723 | $51.0 萬 | 0.17% | −69−1.8% | 減碼 |
| Summit Asset Management, LLC | 3,727 | $51.0 萬 | 0.11% | 00.0% | 不變 |
| Biltmore Wealth Management, LLC | 3,731 | $51.1 萬 | 0.22% | −94−2.5% | 減碼 |
| Laurion Capital Management LP | 3,731 | $51.1 萬 | 0.02% | −19,747−84.1% | 減碼 |
| AXS Investments LLC | 3,736 | $51.1 萬 | 0.14% | +3,736 | 新進 |
| Breakwater Capital Group | 3,738 | $51.2 萬 | 0.12% | +133+3.7% | 加碼 |
| Durante & Waters, LLC | 3,754 | $51.4 萬 | 0.46% | +20+0.5% | 加碼 |
| Franklin Street Advisors Inc | 3,757 | $51.4 萬 | 0.04% | +1,500+66.5% | 加碼 |
| Cascade Financial Partners, LLC | 3,759 | $51.4 萬 | 0.07% | −69−1.8% | 減碼 |
| Boston Family Office LLC | 3,779 | $51.7 萬 | 0.04% | 00.0% | 不變 |
| First Western Trust Bank | 3,783 | $51.8 萬 | 0.02% | −101−2.6% | 減碼 |
| Phillips Wealth Planners LLC | 3,845 | $52.2 萬 | 0.55% | −116−2.9% | 減碼 |
| Girard Partners Ltd. | 3,813 | $52.2 萬 | 0.05% | −208−5.2% | 減碼 |
| Chicago Partners Investment Group LLC | 4,061 | $52.4 萬 | 0.02% | −352−8.0% | 減碼 |
| Richard W. Paul & Associates, LLC | 3,830 | $52.4 萬 | 0.20% | +200+5.5% | 加碼 |
| Heritage Wealth Advisors | 3,831 | $52.4 萬 | 0.02% | −1,763−31.5% | 減碼 |
| FRG Family Wealth Advisors LLC | 4,250 | $52.9 萬 | 0.10% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,870 | $53.0 萬 | 0.05% | −1,565−28.8% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,871 | $53.0 萬 | 0.16% | +3,871 | 新進 |
| Financial Advocates Investment Management | 3,874 | $53.0 萬 | 0.03% | −1,964−33.6% | 減碼 |
| River Street Advisors LLC | 3,879 | $53.1 萬 | 0.33% | −22−0.6% | 減碼 |
| Clifford Group, LLC | 3,888 | $53.2 萬 | 0.43% | +17+0.4% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 3,899 | $53.4 萬 | 0.05% | −717−15.5% | 減碼 |
| Bank Ozk | 3,913 | $53.5 萬 | 0.23% | −58−1.5% | 減碼 |
| Ceera Investments, LLC | 3,936 | $53.9 萬 | 0.23% | +3,936 | 新進 |
| RDA Financial Network | 3,937 | $53.9 萬 | 0.18% | −72−1.8% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 3,942 | $53.9 萬 | 0.08% | +1,991+102.1% | 加碼 |
| Diamant Asset Management, Inc. | 3,950 | $54.1 萬 | 0.36% | +65+1.7% | 加碼 |
| Juncture Wealth Strategies, LLC | 3,979 | $54.5 萬 | 0.23% | +1,110+38.7% | 加碼 |
| Powers Advisory Group, LLC | 3,986 | $54.5 萬 | 0.30% | +3+0.1% | 加碼 |
| Barr E S & Co | 3,989 | $54.6 萬 | 0.04% | −37−0.9% | 減碼 |
| Smith, Salley & Associates | 3,990 | $54.6 萬 | 0.04% | −145−3.5% | 減碼 |
| Bridges Investment Management Inc | 3,998 | $54.7 萬 | 0.01% | +2,129+113.9% | 加碼 |
| Profit Investment Management, LLC | 4,001 | $54.8 萬 | 0.34% | +512+14.7% | 加碼 |
| S.A. Mason LLC | 4,011 | $54.9 萬 | 0.31% | 00.0% | 不變 |
| Trust Point Inc. | 4,022 | $55.0 萬 | 0.04% | −442−9.9% | 減碼 |
| Rogco, LP | 4,050 | $55.4 萬 | 0.23% | −156−3.7% | 減碼 |
| Ancora Advisors, LLC | 4,073 | $55.7 萬 | 0.01% | −420−9.3% | 減碼 |
| Elevated Capital Advisors, LLC | 4,074 | $55.7 萬 | 0.16% | +593+17.0% | 加碼 |
| Guardian Investment Management | 4,075 | $55.8 萬 | 0.41% | +4,075 | 新進 |
| Wellington Shields & Co., LLC | 4,125 | $56.5 萬 | 0.18% | +900+27.9% | 加碼 |
| Strategic Investment Solutions, Inc. | 4,337 | $56.5 萬 | 0.18% | +4,337 | 新進 |
| TBH Global Asset Management, LLC | 4,143 | $56.7 萬 | 0.13% | −20−0.5% | 減碼 |
| Deseret Mutual Benefit Administrators | 4,148 | $56.8 萬 | 0.26% | +146+3.6% | 加碼 |
| Kovack Advisors, Inc. | 4,164 | $57.0 萬 | 0.06% | +4,164 | 新進 |
| Evermay Wealth Management LLC | 4,167 | $57.0 萬 | 0.09% | −290−6.5% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 4,172 | $57.1 萬 | 0.19% | +9+0.2% | 加碼 |
| Paragon Private Wealth Management, LLC | 4,181 | $57.2 萬 | 0.32% | −936−18.3% | 減碼 |
| GM Advisory Group, Inc. | 4,184 | $57.3 萬 | 0.04% | 00.0% | 不變 |
| Morris Retirement Advisors, LLC | 4,186 | $57.3 萬 | 0.33% | +705+20.3% | 加碼 |
| JFS Wealth Advisors, LLC | 4,202 | $57.5 萬 | 0.05% | −7−0.2% | 減碼 |
| Larson Financial Group LLC | 4,224 | $57.8 萬 | 0.04% | +128+3.1% | 加碼 |
| Central Bank & Trust Co | 4,225 | $57.8 萬 | 0.08% | −2,137−33.6% | 減碼 |
| Ambassador Advisors, LLC | 4,252 | $58.2 萬 | 0.11% | +155+3.8% | 加碼 |
| Shakespeare Wealth Management, Inc. | 4,252 | $58.2 萬 | 0.17% | +4+0.1% | 加碼 |
| Greenwich Wealth Management LLC | 4,257 | $58.3 萬 | 0.04% | −28−0.7% | 減碼 |
| Revolve Wealth Partners, LLC | 4,262 | $58.3 萬 | 0.10% | +4,262 | 新進 |
| HM Payson & Co | 4,266 | $58.4 萬 | 0.01% | +63+1.5% | 加碼 |
| Aigen Investment Management, LP | 4,273 | $58.5 萬 | 0.11% | +4,273 | 新進 |