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 3 季 13F 持有人
United Parcel Service Inc 在 2024/9/30 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
- 2,169
- 較 2024 年第 2 季 +15 家
- 持有股數
- 5.28 億
- 較 2024 年第 2 季 +6,518 萬 (+14.1%)
- 總市值
- $699.5 億
- 較 2024 年第 2 季 +$66.2 億 (+10.5%)
- 新進機構
- 158
- 另有 823 家加碼
- 清倉機構
- 143
- 另有 939 家減碼
另有 28 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| L.M. Kohn & Company | 11,708 | $159.6 萬 | 0.40% | −410−3.4% | 減碼 |
| Alpha Cubed Investments, LLC | 11,736 | $160.0 萬 | 0.07% | −67,240−85.1% | 減碼 |
| Legacy Advisors, LLC | 11,782 | $160.6 萬 | 0.17% | −18−0.2% | 減碼 |
| Gifford Fong Associates | 11,800 | $160.9 萬 | 0.40% | 00.0% | 不變 |
| Rockland Trust Co | 11,903 | $162.3 萬 | 0.08% | −1,773−13.0% | 減碼 |
| Farther Finance Advisors, LLC | 11,912 | $162.4 萬 | 0.06% | −412−3.3% | 減碼 |
| Trustmark National Bank Trust Department | 11,913 | $162.4 萬 | 0.12% | −5,259−30.6% | 減碼 |
| Forte Capital LLC | 11,920 | $162.5 萬 | 0.18% | −1,126−8.6% | 減碼 |
| Guidance Capital, Inc | 12,002 | $163.1 萬 | 0.51% | +354+3.0% | 加碼 |
| Roundview Capital LLC | 11,979 | $163.3 萬 | 0.12% | −349−2.8% | 減碼 |
| Harbour Investments, Inc. | 11,990 | $163.5 萬 | 0.05% | +673+5.9% | 加碼 |
| Mengis Capital Management, Inc. | 12,016 | $163.8 萬 | 0.32% | −325−2.6% | 減碼 |
| Independent Financial Group, LLC | 12,024 | $163.9 萬 | 0.06% | −2,547−17.5% | 減碼 |
| Ables, Iannone, Moore & Associates, Inc. | 12,036 | $164.1 萬 | 1.06% | +1,259+11.7% | 加碼 |
| Hunter Associates Investment Management LLC | 12,068 | $164.5 萬 | 0.25% | −200−1.6% | 減碼 |
| Optimum Investment Advisors | 12,084 | $164.8 萬 | 0.71% | 00.0% | 不變 |
| Excalibur Management Corp | 12,106 | $165.0 萬 | 0.63% | −720−5.6% | 減碼 |
| Argent Advisors, Inc. | 12,172 | $165.9 萬 | 0.62% | +1,339+12.4% | 加碼 |
| NorthRock Partners, LLC | 12,201 | $166.4 萬 | 0.05% | −1,920−13.6% | 減碼 |
| Arvest Investments, Inc. | 12,205 | $166.4 萬 | 0.25% | +656+5.7% | 加碼 |
| Loudon Investment Management, LLC | 12,205 | $166.4 萬 | 0.91% | −700−5.4% | 減碼 |
| Sumitomo Life Insurance Co | 12,206 | $166.4 萬 | 0.03% | +315+2.6% | 加碼 |
| GSB Wealth Management, LLC | 12,265 | $167.2 萬 | 0.43% | −9,118−42.6% | 減碼 |
| Auto-Owners Insurance Co | 12,300 | $167.7 萬 | 0.04% | 00.0% | 不變 |
| Hudson Canyon Capital Management | 12,300 | $167.7 萬 | 1.08% | +1,070+9.5% | 加碼 |
| Nemes Rush Group LLC | 11,293 | $167.9 萬 | 0.24% | −16−0.1% | 減碼 |
| Mission Wealth Management, LP | 12,323 | $168.0 萬 | 0.04% | −407−3.2% | 減碼 |
| Confluence Wealth Services, Inc. | 12,380 | $168.8 萬 | 0.12% | −870−6.6% | 減碼 |
| Xcel Wealth Management, LLC | 12,409 | $169.2 萬 | 0.49% | +9,013+265.4% | 加碼 |
| First National Advisers, LLC | 12,421 | $169.3 萬 | 0.27% | +559+4.7% | 加碼 |
| Beverly Hills Private Wealth, LLC | 12,429 | $169.5 萬 | 0.34% | −3,070−19.8% | 減碼 |
| OV Management LLC | 12,460 | $169.9 萬 | 1.13% | +4,827+63.2% | 加碼 |
| Park National Corp | 12,502 | $170.5 萬 | 0.06% | −469−3.6% | 減碼 |
| Kerusso Capital Management LLC | 12,542 | $171.0 萬 | 1.09% | +759+6.4% | 加碼 |
| Everence Capital Management Inc | 12,540 | $171.0 萬 | 0.11% | −8,590−40.7% | 減碼 |
| Integrated Advisors Network LLC | 12,571 | $171.4 萬 | 0.08% | +2,187+21.1% | 加碼 |
| Global Retirement Partners, LLC | 12,586 | $171.6 萬 | 0.05% | −369−2.8% | 減碼 |
| Banco Santander, S.A. | 12,596 | $171.7 萬 | 0.02% | +79+0.6% | 加碼 |
| Cordatus Wealth Management LLC | 12,616 | $172.0 萬 | 0.62% | +10+0.1% | 加碼 |
| Central Pacific Bank - Trust Division | 12,624 | $172.1 萬 | 0.22% | 00.0% | 不變 |
| Aull & Monroe Investment Management Corp | 12,680 | $172.9 萬 | 0.80% | −567−4.3% | 減碼 |
| RFG Advisory, LLC | 12,731 | $173.6 萬 | 0.05% | +810+6.8% | 加碼 |
| Sigma Planning Corp | 12,844 | $175.1 萬 | 0.05% | −349−2.6% | 減碼 |
| Ridgewood Investments LLC | 12,870 | $175.5 萬 | 0.88% | +1,227+10.5% | 加碼 |
| Rossmore Private Capital | 13,074 | $175.5 萬 | 0.22% | −629−4.6% | 減碼 |
| Simplicity Wealth,LLC | 12,956 | $176.6 萬 | 0.16% | −25,876−66.6% | 減碼 |
| Garner Asset Management Corp | 12,995 | $177.2 萬 | 0.81% | +543+4.4% | 加碼 |
| Institute for Wealth Management, LLC. | 12,997 | $177.2 萬 | 0.22% | −277−2.1% | 減碼 |
| Coldstream Capital Management Inc | 13,027 | $177.4 萬 | 0.04% | +1,742+15.4% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 13,053 | $178.0 萬 | 0.03% | +696+5.6% | 加碼 |
| Camden Capital, LLC | 13,087 | $178.4 萬 | 0.19% | −526−3.9% | 減碼 |
| Douglass Winthrop Advisors, LLC | 13,125 | $178.9 萬 | 0.03% | −188−1.4% | 減碼 |
| Vise Technologies, Inc. | 13,174 | $179.6 萬 | 0.23% | −2,774−17.4% | 減碼 |
| Alerus Financial NA | 13,192 | $179.9 萬 | 0.13% | +300+2.3% | 加碼 |
| BTC Capital Management, Inc. | 13,235 | $180.4 萬 | 0.16% | −377−2.8% | 減碼 |
| Stoneridge Investment Partners LLC | 13,240 | $180.5 萬 | 0.67% | −84−0.6% | 減碼 |
| Horst & Graben Wealth Management LLC | 13,251 | $180.7 萬 | 0.32% | −340−2.5% | 減碼 |
| StoneX Group Inc. | 13,260 | $180.8 萬 | 0.13% | −712−5.1% | 減碼 |
| Sterneck Capital Management, LLC | 13,304 | $181.4 萬 | 0.98% | −1,093−7.6% | 減碼 |
| Petredis Investment Advisors LLC | 13,356 | $182.1 萬 | 0.19% | +40+0.3% | 加碼 |
| BDF-Gestion | 21,254 | $182.3 萬 | 0.30% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 13,402 | $182.7 萬 | 0.17% | +4,849+56.7% | 加碼 |
| Strengthening Families & Communities, LLC | 13,434 | $183.2 萬 | 0.47% | +1,469+12.3% | 加碼 |
| Westpac Banking Corp | 13,473 | $183.7 萬 | 0.12% | +8,614+177.3% | 加碼 |
| Ballentine Partners, LLC | 13,482 | $183.8 萬 | 0.03% | −36−0.3% | 減碼 |
| PFG Investments, LLC | 13,518 | $184.3 萬 | 0.12% | +1,473+12.2% | 加碼 |
| Accordant Advisory Group Inc | 13,521 | $184.3 萬 | 1.47% | +4,045+42.7% | 加碼 |
| Atom Investors LP | 13,522 | $184.4 萬 | 0.19% | −21,172−61.0% | 減碼 |
| Ieq Capital, LLC | 13,592 | $185.3 萬 | 0.02% | −760−5.3% | 減碼 |
| Waller Financial Planning Group, Inc | 13,594 | $185.3 萬 | 0.46% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 13,683 | $186.6 萬 | 0.16% | +5,558+68.4% | 加碼 |
| Fort Washington Investment Advisors Inc | 13,736 | $187.3 萬 | 0.01% | −3,666−21.1% | 減碼 |
| Corbyn Investment Management Inc | 13,738 | $187.3 萬 | 0.72% | +40+0.3% | 加碼 |
| Carson Advisory Inc. | 13,749 | $187.5 萬 | 1.18% | +575+4.4% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 13,993 | $190.8 萬 | 1.72% | −537−3.7% | 減碼 |
| Safe Harbor Fiduciary, LLC | 13,996 | $190.8 萬 | 1.79% | +13,996 | 新進 |
| Clean Yield Group | 14,004 | $190.9 萬 | 0.61% | +4,250+43.6% | 加碼 |
| Tradition Wealth Management, LLC | 14,050 | $191.6 萬 | 0.17% | −38−0.3% | 減碼 |
| Montag A & Associates Inc | 14,117 | $192.5 萬 | 0.09% | +2,390+20.4% | 加碼 |
| Quantbot Technologies LP | 14,149 | $192.9 萬 | 0.08% | −7,669−35.1% | 減碼 |
| Cypress Capital, LLC | 14,220 | $193.9 萬 | 0.50% | +1,208+9.3% | 加碼 |
| Exencial Wealth Advisors, LLC | 14,235 | $194.1 萬 | 0.07% | −914−6.0% | 減碼 |
| Advisory Services & Investments, LLC | 14,339 | $195.5 萬 | 1.33% | 00.0% | 不變 |
| Beacon Financial Advisory LLC | 14,408 | $196.4 萬 | 0.67% | +3,960+37.9% | 加碼 |
| Change Path, LLC | 14,532 | $198.1 萬 | 0.07% | +2,720+23.0% | 加碼 |
| Cooper Financial Group | 14,547 | $198.3 萬 | 0.26% | −2,095−12.6% | 減碼 |
| Towercrest Capital Management | 14,579 | $198.8 萬 | 0.32% | 00.0% | 不變 |
| Richard Bernstein Advisors LLC | 14,593 | $199.0 萬 | 0.04% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 15,142 | $199.0 萬 | 0.19% | +1,743+13.0% | 加碼 |
| Citizens Financial Group Inc | 14,624 | $199.4 萬 | 0.04% | +275+1.9% | 加碼 |
| Carmel Capital Partners, LLC | 14,691 | $200.3 萬 | 0.77% | +2,732+22.8% | 加碼 |
| Vestcor Inc | 14,780 | $201.5 萬 | 0.06% | −7,100−32.4% | 減碼 |
| Charter Research & Investment Group, Inc. | 14,795 | $201.7 萬 | 1.49% | +65+0.4% | 加碼 |
| Park Avenue Securities LLC | 14,863 | $202.6 萬 | 0.02% | −1,817−10.9% | 減碼 |
| Addison Capital Co | 14,869 | $202.7 萬 | 0.82% | −172−1.1% | 減碼 |
| Searle & Co. | 14,871 | $202.8 萬 | 0.51% | −361−2.4% | 減碼 |
| Crestline Management, LP | 14,874 | $202.8 萬 | 0.12% | +14,874 | 新進 |
| Van Hulzen Asset Management, LLC | 14,874 | $202.8 萬 | 0.15% | +5,529+59.2% | 加碼 |
| Silvercrest Asset Management Group LLC | 14,879 | $202.9 萬 | 0.01% | +69+0.5% | 加碼 |
| V-Square Quantitative Management LLC | 14,968 | $204.1 萬 | 0.30% | +1,842+14.0% | 加碼 |