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 |
|---|---|---|---|---|---|
| Tyche Wealth Partners LLC | 4,320 | $58.9 萬 | 0.13% | −444−9.3% | 減碼 |
| Summit Asset Management, LLC | 4,322 | $58.9 萬 | 0.11% | +595+16.0% | 加碼 |
| Virtue Capital Management, LLC | 4,330 | $59.0 萬 | 0.12% | −413−8.7% | 減碼 |
| Pettee Investors, Inc. | 4,340 | $59.2 萬 | 0.29% | 00.0% | 不變 |
| Constitution Capital LLC | 4,344 | $59.2 萬 | 0.32% | −1,920−30.7% | 減碼 |
| Revolve Wealth Partners, LLC | 4,347 | $59.3 萬 | 0.09% | +85+2.0% | 加碼 |
| Silver Coast Investments LLC | 4,363 | $59.5 萬 | 0.22% | +2,267+108.2% | 加碼 |
| Kovack Advisors, Inc. | 4,369 | $59.6 萬 | 0.06% | +205+4.9% | 加碼 |
| Valley National Advisers Inc | 4,378 | $59.6 萬 | 0.11% | −5,575−56.0% | 減碼 |
| Shell Asset Management Co | 4,384 | $59.8 萬 | 0.03% | +4,384 | 新進 |
| Smith, Moore & Co. | 4,390 | $59.9 萬 | 0.06% | −65−1.5% | 減碼 |
| Accuvest Global Advisors | 3,068 | $59.9 萬 | 0.52% | +3,068 | 新進 |
| NCM Capital Management, LLC | 4,404 | $60.0 萬 | 0.29% | +931+26.8% | 加碼 |
| Allred Capital Management, LLC | 4,407 | $60.1 萬 | 0.24% | −37−0.8% | 減碼 |
| Schnieders Capital Management LLC | 4,418 | $60.2 萬 | 0.11% | −1,453−24.7% | 減碼 |
| Symphony Financial, Ltd. Co. | 4,518 | $60.5 萬 | 0.10% | +4,518 | 新進 |
| Elevated Capital Advisors, LLC | 4,438 | $60.5 萬 | 0.16% | +364+8.9% | 加碼 |
| S. R. Schill & Associates | 4,441 | $60.5 萬 | 0.43% | −328,095−98.7% | 減碼 |
| Private Wealth Partners, LLC | 4,450 | $60.7 萬 | 0.05% | +1,700+61.8% | 加碼 |
| WestHill Financial Advisors, Inc. | 4,453 | $60.7 萬 | 0.14% | +20.0% | 加碼 |
| Fernwood Investment Management, LLC | 4,463 | $60.8 萬 | 0.20% | −200−4.3% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 4,478 | $61.0 萬 | 0.19% | +1,050+30.6% | 加碼 |
| Wellington Shields & Co., LLC | 4,485 | $61.1 萬 | 0.19% | +360+8.7% | 加碼 |
| Syon Capital LLC | 4,485 | $61.2 萬 | 0.05% | −835−15.7% | 減碼 |
| Ancora Advisors, LLC | 4,485 | $61.2 萬 | 0.01% | +412+10.1% | 加碼 |
| Tradewinds, LLC. | 4,487 | $61.2 萬 | 0.19% | +81+1.8% | 加碼 |
| Net Worth Advisory Group | 4,488 | $61.2 萬 | 0.18% | +4,488 | 新進 |
| Smartleaf Asset Management LLC | 4,574 | $61.4 萬 | 0.07% | −277−5.7% | 減碼 |
| LVW Advisors, LLC | 4,511 | $61.5 萬 | 0.08% | −632−12.3% | 減碼 |
| Morris Retirement Advisors, LLC | 4,541 | $61.9 萬 | 0.34% | +355+8.5% | 加碼 |
| Focus Financial Network, Inc. | 4,539 | $62.0 萬 | 0.03% | −529−10.4% | 減碼 |
| Conning Inc. | 4,569 | $62.3 萬 | 0.02% | −343−7.0% | 減碼 |
| Annex Advisory Services, LLC | 4,570 | $62.3 萬 | 0.02% | −139−3.0% | 減碼 |
| Cohen Capital Management, Inc. | 4,585 | $62.5 萬 | 0.10% | +180+4.1% | 加碼 |
| LifeGuide Financial Advisors, LLC | 4,586 | $62.5 萬 | 0.27% | −111−2.4% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 4,609 | $62.8 萬 | 0.13% | +4,609 | 新進 |
| City State Bank | 4,615 | $62.9 萬 | 0.23% | −5−0.1% | 減碼 |
| Community Bank & Trust, Waco, Texas | 4,621 | $63.0 萬 | 0.14% | +18+0.4% | 加碼 |
| Juncture Wealth Strategies, LLC | 4,629 | $63.1 萬 | 0.24% | +650+16.3% | 加碼 |
| Winthrop Advisory Group LLC | 4,641 | $63.3 萬 | 0.08% | −545−10.5% | 減碼 |
| Absher Wealth Management, LLC | 4,643 | $63.3 萬 | 0.08% | +977+26.7% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 4,655 | $63.5 萬 | 0.44% | −106−2.2% | 減碼 |
| apricus wealth, LLC | 4,661 | $63.5 萬 | 0.42% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 4,676 | $63.8 萬 | 0.17% | −208−4.3% | 減碼 |
| ZWJ Investment Counsel Inc | 4,676 | $63.8 萬 | 0.03% | +57+1.2% | 加碼 |
| Octavia Wealth Advisors, LLC | 4,684 | $63.9 萬 | 0.08% | +1,288+37.9% | 加碼 |
| Capital Asset Advisory Services LLC | 4,880 | $63.9 萬 | 0.03% | −114−2.3% | 減碼 |
| Chicago Capital, LLC | 4,691 | $64.0 萬 | 0.02% | −370−7.3% | 減碼 |
| Buttonwood Financial Advisors Inc. | 4,695 | $64.0 萬 | 0.28% | −29−0.6% | 減碼 |
| Wealthspire Advisors, LLC | 4,698 | $64.1 萬 | 0.01% | −377−7.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,631 | $64.1 萬 | 0.01% | −119−2.5% | 減碼 |
| Southeast Asset Advisors Inc. | 4,705 | $64.1 萬 | 0.07% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 4,719 | $64.3 萬 | 0.22% | +4,521+2,283.3% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 4,732 | $64.5 萬 | 0.58% | +2,692+132.0% | 加碼 |
| Sax Wealth Advisors, LLC | 4,753 | $64.8 萬 | 0.06% | +1,257+36.0% | 加碼 |
| BCJ Capital Management, LLC | 4,754 | $64.8 萬 | 0.05% | +1,082+29.5% | 加碼 |
| First Financial Bank - Trust Division | 4,755 | $64.8 萬 | 0.06% | −236−4.7% | 減碼 |
| Northstar Group, Inc. | 4,777 | $65.1 萬 | 0.11% | −506−9.6% | 減碼 |
| Solitude Financial Services | 4,800 | $65.4 萬 | 0.28% | 00.0% | 不變 |
| McAdam, LLC | 4,802 | $65.5 萬 | 0.04% | +71+1.5% | 加碼 |
| CoreCap Advisors, LLC | 4,807 | $65.5 萬 | 0.03% | +4,807 | 新進 |
| Weaver Capital Management LLC | 4,810 | $65.6 萬 | 0.20% | −294−5.8% | 減碼 |
| Advisors Management Group Inc | 4,831 | $65.9 萬 | 0.16% | −10.0% | 減碼 |
| Future Financial Wealth Managment LLC | 4,845 | $66.1 萬 | 0.47% | +3,100+177.7% | 加碼 |
| Quadcap Wealth Management, LLC | 4,862 | $66.3 萬 | 0.10% | +164+3.5% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 4,865 | $66.3 萬 | 0.17% | −121−2.4% | 減碼 |
| Choate Investment Advisors | 4,868 | $66.4 萬 | 0.02% | −504−9.4% | 減碼 |
| Shum Financial Group, Inc. | 4,971 | $66.5 萬 | 0.55% | +4,971 | 新進 |
| Blackston Financial Advisory Group, LLC | 4,888 | $66.6 萬 | 0.34% | −180−3.6% | 減碼 |
| Morningstar Investment Management LLC | 4,957 | $66.7 萬 | 0.07% | −20.0% | 減碼 |
| Transcend Wealth Collective, LLC | 4,905 | $66.9 萬 | 0.04% | −467−8.7% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,931 | $67.2 萬 | 0.02% | −2,962−37.5% | 減碼 |
| Equitable Trust Co | 4,932 | $67.2 萬 | 0.04% | +276+5.9% | 加碼 |
| Darwin Advisors, LLC | 4,933 | $67.3 萬 | 0.18% | +4,933 | 新進 |
| iA Global Asset Management Inc. | 4,944 | $67.4 萬 | 0.01% | −24,396−83.1% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 4,950 | $67.5 萬 | 0.14% | +11+0.2% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 4,952 | $67.5 萬 | 0.50% | −15−0.3% | 減碼 |
| San Luis Wealth Advisors LLC | 4,958 | $67.6 萬 | 0.14% | +2,560+106.8% | 加碼 |
| VeraBank, N.A. | 4,962 | $67.7 萬 | 0.20% | −15−0.3% | 減碼 |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $67.7 萬 | 0.34% | 00.0% | 不變 |
| MWA Asset Management | 4,978 | $67.9 萬 | 0.45% | −7,599−60.4% | 減碼 |
| OmniStar Financial Group, Inc. | 4,963 | $68.0 萬 | 0.51% | +4,963 | 新進 |
| Bank of Hawaii | 4,992 | $68.1 萬 | 0.03% | −282−5.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 4,999 | $68.2 萬 | 0.03% | −433−8.0% | 減碼 |
| CPR Investments Inc. | 5,000 | $68.2 萬 | 0.64% | 00.0% | 不變 |
| Patriot Investment Management Inc. | 5,009 | $68.3 萬 | 0.05% | −399−7.4% | 減碼 |
| Valmark Advisers, Inc. | 5,022 | $68.5 萬 | 0.01% | +98+2.0% | 加碼 |
| Taylor Financial Group, Inc. | 5,023 | $68.5 萬 | 0.47% | +100+2.0% | 加碼 |
| Centaurus Financial, Inc. | 5,033 | $68.6 萬 | 0.04% | −203−3.9% | 減碼 |
| Mayflower Financial Advisors, LLC | 5,040 | $68.7 萬 | 0.10% | −311−5.8% | 減碼 |
| Patrick Mauro Investment Advisor, INC. | 5,070 | $69.1 萬 | 0.36% | +155+3.2% | 加碼 |
| Reuter James Wealth Management, LLC | 5,094 | $69.5 萬 | 0.13% | +210+4.3% | 加碼 |
| Ar Asset Management Inc | 5,100 | $69.5 萬 | 0.15% | 00.0% | 不變 |
| Capital Analysts, LLC | 5,113 | $69.7 萬 | 0.03% | +364+7.7% | 加碼 |
| Archford Capital Strategies, LLC | 5,201 | $70.0 萬 | 0.11% | −901−14.8% | 減碼 |
| Legacy Capital Group California, Inc. | 5,138 | $70.1 萬 | 0.23% | +5,138 | 新進 |
| Capital Square, LLC | 5,142 | $70.1 萬 | 0.43% | −532−9.4% | 減碼 |
| Cetera Trust Company, N.A | 5,144 | $70.1 萬 | 0.43% | −65−1.2% | 減碼 |
| First Horizon Advisors, Inc. | 5,164 | $70.4 萬 | 0.02% | −1,017−16.5% | 減碼 |
| First County Bank | 5,166 | $70.4 萬 | 0.35% | −1,232−19.3% | 減碼 |