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 4 季 13F 持有人
United Parcel Service Inc 在 2024/12/31 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
- 2,293
- 較 2024 年第 3 季 +164 家
- 持有股數
- 5.14 億
- 較 2024 年第 3 季 −922.7 萬 (−1.8%)
- 總市值
- $648.1 億
- 較 2024 年第 3 季 −$45.4 億 (−6.5%)
- 新進機構
- 311
- 另有 788 家加碼
- 清倉機構
- 147
- 另有 961 家減碼
另有 40 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Roehl & Yi Investment Advisors, LLC | 6,832 | $86.2 萬 | 0.47% | +6,832 | 新進 |
| Spears Abacus Advisors LLC | 6,831 | $86.1 萬 | 0.02% | +51+0.8% | 加碼 |
| Essex Financial Services, Inc. | 6,807 | $85.8 萬 | 0.06% | −1,344−16.5% | 減碼 |
| BCJ Capital Management, LLC | 6,804 | $85.8 萬 | 0.06% | +2,050+43.1% | 加碼 |
| Wealth Alliance | 6,801 | $85.8 萬 | 0.10% | −618−8.3% | 減碼 |
| First Bank & Trust | 6,751 | $85.1 萬 | 0.16% | +236+3.6% | 加碼 |
| AIMZ Investment Advisors, LLC | 6,750 | $85.1 萬 | 0.30% | 00.0% | 不變 |
| Zuckerman Investment Group, LLC | 7,638 | $85.0 萬 | 0.08% | +7,638 | 新進 |
| Formidable Asset Management, LLC | 6,723 | $84.8 萬 | 0.14% | −413−5.8% | 減碼 |
| Diligent Investors, LLC | 6,722 | $84.8 萬 | 0.19% | +111+1.7% | 加碼 |
| Dark Forest Capital Management LP | 6,714 | $84.7 萬 | 0.12% | −667−9.0% | 減碼 |
| Access Investment Management LLC | 6,710 | $84.6 萬 | 0.25% | −585−8.0% | 減碼 |
| Brandes Investment Partners, LP | 6,705 | $84.6 萬 | 0.01% | +6,705 | 新進 |
| iA Global Asset Management Inc. | 6,703 | $84.5 萬 | 0.01% | +1,759+35.6% | 加碼 |
| Wolverine Asset Management LLC | 6,661 | $84.0 萬 | 0.02% | +6,661 | 新進 |
| Gleason Group, Inc. | 6,660 | $84.0 萬 | 0.15% | +84+1.3% | 加碼 |
| Symphony Financial, Ltd. Co. | 6,308 | $83.7 萬 | 0.13% | +1,790+39.6% | 加碼 |
| Precedent Wealth Partners, LLC | 6,625 | $83.5 萬 | 0.27% | −301−4.3% | 減碼 |
| Capital Advisors Inc | 6,614 | $83.4 萬 | 0.02% | −2,592−28.2% | 減碼 |
| Stableford Capital II LLC | 6,613 | $83.4 萬 | 0.33% | −137−2.0% | 減碼 |
| Kings Path Partners LLC | 6,605 | $83.3 萬 | 0.36% | 00.0% | 不變 |
| Blue Chip Partners, Inc. | 6,602 | $83.3 萬 | 0.07% | −1,399−17.5% | 減碼 |
| Principle Wealth Partners LLC | 6,595 | $83.2 萬 | 0.06% | +125+1.9% | 加碼 |
| LM Advisors LLC | 6,580 | $83.0 萬 | 0.15% | +6,580 | 新進 |
| Eqis Capital Management, Inc. | 6,568 | $82.8 萬 | 0.07% | +2,874+77.8% | 加碼 |
| BankPlus Trust Department | 6,540 | $82.5 萬 | 0.27% | +6,540 | 新進 |
| Court Place Advisors, LLC | 6,507 | $82.1 萬 | 0.27% | −2,388−26.8% | 減碼 |
| Aviance Capital Partners, LLC | 6,505 | $82.0 萬 | 0.11% | −115−1.7% | 減碼 |
| GAMMA Investing LLC | 6,494 | $81.9 萬 | 0.07% | +814+14.3% | 加碼 |
| Roberts Glore & Co Inc | 6,463 | $81.5 萬 | 0.24% | +375+6.2% | 加碼 |
| Lincoln Capital LLC | 6,450 | $81.3 萬 | 0.17% | −400−5.8% | 減碼 |
| Paradigm Financial Partners, LLC | 6,430 | $81.1 萬 | 0.10% | +177+2.8% | 加碼 |
| Groupama Asset Managment | 6,455 | $80.9 萬 | 0.02% | −13,240−67.2% | 減碼 |
| Carlson Capital L P | 6,400 | $80.7 萬 | 0.48% | +6,400 | 新進 |
| Marino, Stram & Associates LLC | 6,397 | $80.7 萬 | 0.18% | −303−4.5% | 減碼 |
| Fundamentun, LLC | 6,390 | $80.6 萬 | 0.05% | −676−9.6% | 減碼 |
| Alan B. Lancz & Associates, Inc. | 6,370 | $80.3 萬 | 0.82% | −400−5.9% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 6,315 | $79.6 萬 | 0.43% | +1,060+20.2% | 加碼 |
| Chapman Financial Group, LLC | 6,313 | $79.6 萬 | 0.64% | +6,313 | 新進 |
| San Luis Wealth Advisors LLC | 6,312 | $79.6 萬 | 0.15% | +1,354+27.3% | 加碼 |
| DeDora Capital, Inc. | 6,302 | $79.5 萬 | 0.22% | +249+4.1% | 加碼 |
| EntryPoint Capital, LLC | 6,297 | $79.4 萬 | 0.33% | +6,297 | 新進 |
| Rockport Wealth LLC | 6,297 | $79.4 萬 | 0.35% | +6,297 | 新進 |
| Moloney Securities Asset Management, LLC | 6,264 | $79.0 萬 | 0.11% | −1,014−13.9% | 減碼 |
| Optimist Retirement Group LLC | 6,252 | $78.8 萬 | 0.37% | +3,173+103.1% | 加碼 |
| Richwood Investment Advisors, LLC | 6,232 | $78.6 萬 | 0.66% | −124−2.0% | 減碼 |
| Emerald Advisors, LLC | 6,230 | $78.6 萬 | 0.11% | +467+8.1% | 加碼 |
| Sax Wealth Advisors, LLC | 6,229 | $78.6 萬 | 0.06% | +1,476+31.1% | 加碼 |
| LaFleur & Godfrey LLC | 6,225 | $78.5 萬 | 0.11% | +2,401+62.8% | 加碼 |
| Berkshire Asset Management LLC | 5,887 | $78.3 萬 | 0.04% | −59−1.0% | 減碼 |
| Total Wealth Planning & Management, Inc. | 6,180 | $77.9 萬 | 0.77% | +6,180 | 新進 |
| Washington Trust Co | 6,176 | $77.9 萬 | 0.03% | −581−8.6% | 減碼 |
| Essex Savings Bank | 6,149 | $77.5 萬 | 0.19% | −204−3.2% | 減碼 |
| Rothschild Investment LLC | 6,141 | $77.4 萬 | 0.05% | +71+1.2% | 加碼 |
| Cidel Asset Management Inc | 6,121 | $77.2 萬 | 0.05% | +746+13.9% | 加碼 |
| Astoria Portfolio Advisors LLC. | 6,130 | $77.1 萬 | 0.28% | −129−2.1% | 減碼 |
| Weaver Capital Management LLC | 6,071 | $76.6 萬 | 0.22% | +1,261+26.2% | 加碼 |
| Howland Capital Management LLC | 6,053 | $76.3 萬 | 0.03% | −13−0.2% | 減碼 |
| Csenge Advisory Group | 6,049 | $76.3 萬 | 0.04% | −821−12.0% | 減碼 |
| Tradewinds Capital Management, LLC | 6,044 | $76.2 萬 | 0.20% | +8+0.1% | 加碼 |
| Strategic Investment Solutions, Inc. | 4,837 | $76.1 萬 | 0.25% | +889+22.5% | 加碼 |
| Wealth Management Partners, LLC | 6,018 | $75.9 萬 | 0.33% | −3,461−36.5% | 減碼 |
| Intrust Bank NA | 6,012 | $75.8 萬 | 0.08% | −144−2.3% | 減碼 |
| AssuredPartners Investment Advisors, LLC | 5,982 | $75.4 萬 | 0.15% | +5,982 | 新進 |
| Boston Financial Mangement LLC | 5,978 | $75.4 萬 | 0.02% | +152+2.6% | 加碼 |
| Smartleaf Asset Management LLC | 6,015 | $75.4 萬 | 0.08% | +1,441+31.5% | 加碼 |
| Lakewood Asset Management LLC | 5,975 | $75.3 萬 | 0.52% | −244−3.9% | 減碼 |
| Mendel Money Management | 5,950 | $75.0 萬 | 0.33% | −11−0.2% | 減碼 |
| Norden Group LLC | 5,927 | $74.7 萬 | 0.08% | +178+3.1% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 5,921 | $74.6 萬 | 0.29% | +5,921 | 新進 |
| Abundance Wealth Counselors | 5,900 | $74.4 萬 | 0.16% | −829−12.3% | 減碼 |
| Palisade Capital Management LLC | 5,880 | $74.1 萬 | 0.02% | 00.0% | 不變 |
| PUREfi Wealth, LLC | 5,845 | $73.7 萬 | 0.72% | +5,845 | 新進 |
| Acropolis Investment Management, LLC | 5,709 | $72.0 萬 | 0.04% | +318+5.9% | 加碼 |
| Parsons Capital Management Inc | 5,702 | $71.9 萬 | 0.04% | −1,427−20.0% | 減碼 |
| IFG Advisory, LLC | 5,694 | $71.8 萬 | 0.04% | +5,694 | 新進 |
| TrinityPoint Wealth, LLC | 5,687 | $71.7 萬 | 0.10% | +376+7.1% | 加碼 |
| Meiji Yasuda Life Insurance Co | 5,654 | $71.3 萬 | 0.01% | −350−5.8% | 減碼 |
| Waldron Private Wealth LLC | 5,649 | $71.2 萬 | 0.03% | +2,403+74.0% | 加碼 |
| Bangor Savings Bank | 5,627 | $71.0 萬 | 0.07% | +268+5.0% | 加碼 |
| Schechter Investment Advisors, LLC | 5,593 | $70.5 萬 | 0.05% | −412−6.9% | 減碼 |
| Campbell & CO Investment Adviser LLC | 5,586 | $70.4 萬 | 0.05% | −3,323−37.3% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,584 | $70.4 萬 | 0.09% | +11+0.2% | 加碼 |
| RPS Advisory Solutions LLC | 5,583 | $70.4 萬 | 0.44% | +406+7.8% | 加碼 |
| Joel Isaacson & Co., LLC | 5,578 | $70.3 萬 | 0.03% | +286+5.4% | 加碼 |
| Cypress Capital Advisors, LLC | 5,510 | $69.5 萬 | 0.54% | +5,510 | 新進 |
| Biltmore Wealth Management, LLC | 5,507 | $69.4 萬 | 0.29% | +44+0.8% | 加碼 |
| SevenBridge Financial Group, LLC | 6,062 | $69.4 萬 | 0.13% | −229−3.6% | 減碼 |
| Greenwood Capital Associates LLC | 5,500 | $69.4 萬 | 0.09% | +5,500 | 新進 |
| Wellington Shields & Co., LLC | 5,485 | $69.2 萬 | 0.21% | +1,000+22.3% | 加碼 |
| O'Keefe Stevens Advisory, Inc. | 5,470 | $69.0 萬 | 0.21% | +1,805+49.2% | 加碼 |
| Checchi Capital Advisers, LLC | 5,455 | $68.8 萬 | 0.05% | +166+3.1% | 加碼 |
| 1st Source Bank | 5,431 | $68.5 萬 | 0.04% | +44+0.8% | 加碼 |
| Westover Capital Advisors, LLC | 5,416 | $68.3 萬 | 0.15% | −1,748−24.4% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 5,409 | $68.2 萬 | 0.02% | +478+9.7% | 加碼 |
| SeaCrest Wealth Management, LLC | 5,393 | $68.0 萬 | 0.07% | +150+2.9% | 加碼 |
| Manske Wealth Management | 5,388 | $67.9 萬 | 0.27% | +5,388 | 新進 |
| Eastern Bank | 5,383 | $67.9 萬 | 0.01% | −5,061−48.5% | 減碼 |
| Mayflower Financial Advisors, LLC | 5,383 | $67.9 萬 | 0.10% | +343+6.8% | 加碼 |
| Lazard Asset Management LLC | 5,375 | $67.7 萬 | 0.00% | +1,842+52.1% | 加碼 |