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 | 2,220 | $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 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 |
|---|---|---|---|---|---|
| Mechanics Financial Corp | 2,802 | $38.2 萬 | 0.17% | 00.0% | 不變 |
| Continuum Advisory, LLC | 2,884 | $38.3 萬 | 0.05% | −280−8.8% | 減碼 |
| Jeppson Wealth Management, LLC | 2,808 | $38.3 萬 | 0.14% | +195+7.5% | 加碼 |
| Silverlake Wealth Management LLC | 2,822 | $38.5 萬 | 0.15% | +10+0.4% | 加碼 |
| Clarius Group, LLC | 3,054 | $38.8 萬 | 0.03% | +139+4.8% | 加碼 |
| Glen Eagle Advisors, LLC | 2,852 | $38.9 萬 | 0.07% | −264−8.5% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 2,855 | $38.9 萬 | 0.04% | 00.0% | 不變 |
| Ritholtz Wealth Management | 2,857 | $38.9 萬 | 0.01% | −72−2.5% | 減碼 |
| Conscious Wealth Investments, LLC | 2,972 | $39.1 萬 | 0.27% | −350−10.5% | 減碼 |
| Gray Wealth Management Inc. | 2,869 | $39.1 萬 | 0.15% | +149+5.5% | 加碼 |
| Joule Financial, LLC | 2,877 | $39.2 萬 | 0.14% | +153+5.6% | 加碼 |
| Paulson Wealth Management Inc. | 2,880 | $39.3 萬 | 0.11% | +87+3.1% | 加碼 |
| Heartwood Wealth Advisors LLC | 2,881 | $39.3 萬 | 0.04% | −1,453−33.5% | 減碼 |
| Douglas Lane & Associates, LLC | 2,888 | $39.4 萬 | 0.01% | −9−0.3% | 減碼 |
| Successful Portfolios LLC | 2,889 | $39.4 萬 | 0.27% | +85+3.0% | 加碼 |
| Kolinsky Wealth Management, LLC | 2,901 | $39.6 萬 | 0.26% | −210−6.8% | 減碼 |
| Premier Path Wealth Partners, LLC | 2,903 | $39.6 萬 | 0.06% | −306−9.5% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,907 | $39.6 萬 | 0.05% | +75+2.6% | 加碼 |
| L2 Asset Management, LLC | 2,916 | $39.8 萬 | 0.11% | +112+4.0% | 加碼 |
| Luken Investment Analytics, LLC | 2,919 | $39.8 萬 | 0.18% | 00.0% | 不變 |
| Defined Wealth Management, LLC | 2,922 | $39.8 萬 | 0.26% | −492−14.4% | 減碼 |
| Malaga Cove Capital, LLC | 2,922 | $39.8 萬 | 0.16% | −252−7.9% | 減碼 |
| Schrum Private Wealth Management LLC | 2,924 | $39.9 萬 | 0.21% | +1,100+60.3% | 加碼 |
| Herold Advisors, Inc. | 2,948 | $40.2 萬 | 0.09% | +865+41.5% | 加碼 |
| Vista Investment Management | 2,954 | $40.3 萬 | 0.15% | +18+0.6% | 加碼 |
| Vance Wealth, Inc. | 2,960 | $40.4 萬 | 0.15% | −10−0.3% | 減碼 |
| Harbour Capital Advisors, LLC | 3,047 | $40.5 萬 | 0.09% | 00.0% | 不變 |
| Buck Wealth Strategies, LLC | 2,974 | $40.6 萬 | 0.13% | −1,496−33.5% | 減碼 |
| Parkside Financial Bank & Trust | 2,991 | $40.8 萬 | 0.06% | −89−2.9% | 減碼 |
| Stratos Wealth Advisors, LLC | 2,997 | $40.9 萬 | 0.02% | −508−14.5% | 減碼 |
| Core Alternative Capital | 3,010 | $41.0 萬 | 0.08% | −27−0.9% | 減碼 |
| Guardian Capital Advisors LP | 3,080 | $41.0 萬 | 0.04% | 00.0% | 不變 |
| Forum Financial Management, LP | 3,019 | $41.2 萬 | 0.01% | 00.0% | 不變 |
| Mason & Associates, LLC | 3,023 | $41.2 萬 | 0.13% | 00.0% | 不變 |
| Farmers Trust Co | 3,036 | $41.4 萬 | 0.08% | +375+14.1% | 加碼 |
| GW Henssler & Associates Ltd | 3,041 | $41.5 萬 | 0.02% | +711+30.5% | 加碼 |
| DAGCO, Inc. | 3,041 | $41.5 萬 | 0.17% | −396−11.5% | 減碼 |
| Cape Investment Advisory, Inc. | 3,047 | $41.5 萬 | 0.17% | +663+27.8% | 加碼 |
| Keel Point, LLC | 3,048 | $41.6 萬 | 0.03% | +99+3.4% | 加碼 |
| Clear Creek Financial Management, LLC | 3,048 | $41.6 萬 | 0.05% | +441+16.9% | 加碼 |
| Graypoint LLC | 3,052 | $41.6 萬 | 0.03% | +1,375+82.0% | 加碼 |
| Weaver Consulting Group | 3,053 | $41.6 萬 | 0.13% | +89+3.0% | 加碼 |
| Lester Murray Antman dba SimplyRich | 3,066 | $41.8 萬 | 0.12% | +1,452+90.0% | 加碼 |
| Dana Investment Advisors, Inc. | 3,067 | $41.8 萬 | 0.01% | −240−7.3% | 減碼 |
| E&G Advisors, LP | 3,069 | $41.8 萬 | 0.12% | 00.0% | 不變 |
| Caxton Associates LP | 3,071 | $41.9 萬 | 0.02% | +3,071 | 新進 |
| Wrapmanager Inc | 3,077 | $42.0 萬 | 0.11% | −1,946−38.7% | 減碼 |
| Optimist Retirement Group LLC | 3,079 | $42.0 萬 | 0.19% | +680+28.3% | 加碼 |
| Amica Retiree Medical Trust | 3,083 | $42.0 萬 | 0.35% | +3,083 | 新進 |
| Palumbo Wealth Management LLC | 3,083 | $42.0 萬 | 0.16% | +3+0.1% | 加碼 |
| Verus Capital Partners, LLC | 3,074 | $42.1 萬 | 0.04% | +184+6.4% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 3,090 | $42.1 萬 | 0.30% | +3,090 | 新進 |
| JT Stratford LLC | 3,093 | $42.2 萬 | 0.07% | −1,722−35.8% | 減碼 |
| IFG Advisors, LLC | 3,099 | $42.3 萬 | 0.09% | −297−8.7% | 減碼 |
| MKT Advisors LLC | 3,179 | $42.3 萬 | 0.20% | −97−3.0% | 減碼 |
| Tucker Asset Management LLC | 3,102 | $42.3 萬 | 0.10% | +558+21.9% | 加碼 |
| Dechtman Wealth Management, LLC | 3,105 | $42.3 萬 | 0.09% | +39+1.3% | 加碼 |
| Alliance Wealth Advisors, LLC | 3,110 | $42.4 萬 | 0.11% | +566+22.2% | 加碼 |
| Krane Funds Advisors LLC | 3,111 | $42.4 萬 | 0.02% | +3,111 | 新進 |
| Center for Financial Planning, Inc. | 3,122 | $42.6 萬 | 0.06% | 00.0% | 不變 |
| Fortis Capital Advisors, LLC | 3,126 | $42.6 萬 | 0.14% | +45+1.5% | 加碼 |
| Encompass Wealth Advisors, LLC | 3,134 | $42.7 萬 | 0.11% | 00.0% | 不變 |
| Eaton-Cambridge Inc. | 3,140 | $42.8 萬 | 0.20% | −122−3.7% | 減碼 |
| Gsa Capital Partners LLP | 3,144 | $42.9 萬 | 0.03% | −93−2.9% | 減碼 |
| Personal Cfo Solutions, LLC | 3,147 | $42.9 萬 | 0.06% | −68−2.1% | 減碼 |
| Fortitude Family Office, LLC | 3,151 | $43.0 萬 | 0.17% | +523+19.9% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,160 | $43.1 萬 | 0.03% | 00.0% | 不變 |
| Cutler Investment Counsel LLC | 3,168 | $43.2 萬 | 0.05% | −418−11.7% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 3,173 | $43.3 萬 | 0.02% | −3,676−53.7% | 減碼 |
| Liberty Wealth Management LLC | 3,178 | $43.3 萬 | 0.07% | −1,166−26.8% | 減碼 |
| Titleist Asset Management, LLC | 3,177 | $43.3 萬 | 0.06% | +3,177 | 新進 |
| MidWestOne Financial Group, Inc. | 3,179 | $43.3 萬 | 0.06% | +10+0.3% | 加碼 |
| Founders Financial Securities LLC | 3,180 | $43.4 萬 | 0.04% | −1,848−36.8% | 減碼 |
| Cornerstone Wealth Group, LLC | 3,190 | $43.5 萬 | 0.04% | +273+9.4% | 加碼 |
| Kennedy Investment Group | 3,196 | $43.6 萬 | 0.20% | −13−0.4% | 減碼 |
| Accurate Wealth Management, LLC | 3,261 | $43.6 萬 | 0.09% | −3−0.1% | 減碼 |
| Leo Wealth, LLC | 3,204 | $43.7 萬 | 0.04% | +1,197+59.6% | 加碼 |
| Sterling Investment Counsel, LLC | 3,220 | $43.9 萬 | 0.16% | +18+0.6% | 加碼 |
| American National Bank | 3,228 | $44.0 萬 | 0.05% | 00.0% | 不變 |
| LMG Wealth Partners, LLC | 3,236 | $44.1 萬 | 0.10% | +26+0.8% | 加碼 |
| Freestone Capital Holdings, LLC | 3,237 | $44.1 萬 | 0.02% | −2,324−41.8% | 減碼 |
| Waldron Private Wealth LLC | 3,246 | $44.3 萬 | 0.02% | −428−11.6% | 減碼 |
| Dividend Assets Capital, LLC | 3,256 | $44.4 萬 | 0.08% | −65−2.0% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,255 | $44.4 萬 | 0.04% | +303+10.3% | 加碼 |
| S&CO Inc | 3,270 | $44.5 萬 | 0.03% | 00.0% | 不變 |
| Norris Financial Group, LLC | 3,265 | $44.5 萬 | 0.22% | +3,265 | 新進 |
| Vista Investment Partners LLC | 3,272 | $44.6 萬 | 0.14% | +4+0.1% | 加碼 |
| Central Valley Advisors, LLC | 3,273 | $44.6 萬 | 0.25% | +3,273 | 新進 |
| Pflug Koory, LLC | 3,287 | $44.8 萬 | 0.22% | +3,287 | 新進 |
| Montis Financial, LLC | 3,288 | $44.8 萬 | 0.16% | +54+1.7% | 加碼 |
| NTV Asset Management LLC | 3,291 | $44.9 萬 | 0.06% | +246+8.1% | 加碼 |
| Granite Investment Partners, LLC | 3,322 | $45.3 萬 | 0.02% | −3,124−48.5% | 減碼 |
| SRS Capital Advisors, Inc. | 3,327 | $45.4 萬 | 0.04% | −67−2.0% | 減碼 |
| Thrive Wealth Management, LLC | 3,328 | $45.4 萬 | 0.08% | +374+12.7% | 加碼 |
| Journey Advisory Group, LLC | 3,326 | $45.5 萬 | 0.05% | −50−1.5% | 減碼 |
| Segment Wealth Management, LLC | 3,343 | $45.6 萬 | 0.03% | −43−1.3% | 減碼 |
| Private Portfolio Partners LLC | 3,363 | $45.9 萬 | 0.09% | +3,363 | 新進 |
| Patten & Patten Inc | 3,385 | $46.1 萬 | 0.03% | +165+5.1% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 3,386 | $46.2 萬 | 0.04% | −1,952−36.6% | 減碼 |
| FRG Family Wealth Advisors LLC | 3,390 | $46.2 萬 | 0.08% | −860−20.2% | 減碼 |