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。
2026 年第 1 季 13F 持有人
United Parcel Service Inc 在 2026/3/31 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
- 2,120
- 較 2025 年第 4 季 +29 家
- 持有股數
- 5.03 億
- 較 2025 年第 4 季 +7,807 萬 (+18.4%)
- 總市值
- $494.1 億
- 較 2025 年第 4 季 +$72.2 億 (+17.1%)
- 新進機構
- 185
- 另有 942 家加碼
- 清倉機構
- 156
- 另有 754 家減碼
另有 34 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 8,018 | $78.9 萬 | 0.05% | −596−6.9% | 減碼 |
| Net Worth Advisory Group | 8,017 | $78.9 萬 | 0.16% | −56−0.7% | 減碼 |
| Mengis Capital Management, Inc. | 8,008 | $78.8 萬 | 0.14% | −190−2.3% | 減碼 |
| Westbourne Investments, Inc. | 8,004 | $78.7 萬 | 0.37% | +128+1.6% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 7,991 | $78.6 萬 | 0.16% | −676−7.8% | 減碼 |
| Stevens Capital Management LP | 7,988 | $78.6 萬 | 0.12% | +4,258+114.2% | 加碼 |
| Journey Strategic Wealth LLC | 7,977 | $78.5 萬 | 0.02% | +2,193+37.9% | 加碼 |
| Fortis Advisors, LLC | 7,955 | $78.3 萬 | 0.39% | +1,014+14.6% | 加碼 |
| Aberdeen Wealth Management LLC | 7,929 | $78.0 萬 | 0.36% | −32−0.4% | 減碼 |
| TCM Advisors, LLC | – | $77.9 萬 | 0.64% | – | – |
| Canandaigua National Trust Co of Florida | 7,906 | $77.8 萬 | 0.62% | −4,082−34.1% | 減碼 |
| Ethic Inc. | 7,896 | $77.7 萬 | 0.01% | +381+5.1% | 加碼 |
| Purkiss Capital Advisors LLC | 7,892 | $77.6 萬 | 0.34% | +34+0.4% | 加碼 |
| Keynote Financial Services LLC | 7,867 | $77.4 萬 | 0.41% | −35−0.4% | 減碼 |
| Carson Advisory Inc. | 7,846 | $77.2 萬 | 0.40% | +281+3.7% | 加碼 |
| Altus Wealth Group LLC | 7,839 | $77.1 萬 | 0.32% | +104+1.3% | 加碼 |
| Smartleaf Asset Management LLC | 8,118 | $77.1 萬 | 0.03% | +520+6.8% | 加碼 |
| SageView Advisory Group, LLC | 7,834 | $77.1 萬 | 0.03% | −3,272−29.5% | 減碼 |
| Mission Wealth Management, LP | 7,810 | $76.8 萬 | 0.02% | −920−10.5% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 7,776 | $76.5 萬 | 0.30% | +1,452+23.0% | 加碼 |
| Balboa Wealth Partners | 7,757 | $76.3 萬 | 0.13% | +887+12.9% | 加碼 |
| Anchyra Partners LLC | 7,756 | $76.3 萬 | 0.23% | +27+0.3% | 加碼 |
| Forum Financial Management, LP | 7,707 | $75.8 萬 | 0.01% | +493+6.8% | 加碼 |
| Bridgewealth Advisory Group, LLC | 7,702 | $75.8 萬 | 0.16% | −298−3.7% | 減碼 |
| St. Johns Investment Management Company, LLC | 7,680 | $75.6 萬 | 0.32% | +727+10.5% | 加碼 |
| Atom Investors LP | 7,667 | $75.4 萬 | 0.05% | +7,667 | 新進 |
| King Wealth | 7,632 | $75.1 萬 | 0.09% | 00.0% | 不變 |
| Neville Rodie & Shaw Inc | 7,595 | $74.7 萬 | 0.05% | −307−3.9% | 減碼 |
| Wolff Financial Management LLC | 7,571 | $74.5 萬 | 0.16% | +7+0.1% | 加碼 |
| Eldridge Investment Advisors, Inc. | 7,571 | $74.5 萬 | 0.16% | +7+0.1% | 加碼 |
| Clark Capital Management Group, Inc. | 7,530 | $74.1 萬 | 0.00% | −145−1.9% | 減碼 |
| Belpointe Asset Management LLC | 7,521 | $74.0 萬 | 0.03% | +523+7.5% | 加碼 |
| Access Investment Management LLC | 7,480 | $73.6 萬 | 0.20% | −1,020−12.0% | 減碼 |
| Tred Avon Family Wealth, LLC | 7,426 | $73.1 萬 | 0.24% | +508+7.3% | 加碼 |
| TD Private Client Wealth LLC | 7,423 | $73.0 萬 | 0.02% | +2,055+38.3% | 加碼 |
| Clear Street Group Inc. | 7,408 | $72.9 萬 | 0.00% | +1,437+24.1% | 加碼 |
| Total Wealth Planning & Management, Inc. | 7,389 | $72.7 萬 | 0.58% | +1,002+15.7% | 加碼 |
| Sage Mountain Advisors LLC | 7,380 | $72.6 萬 | 0.05% | −748−9.2% | 減碼 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 7,353 | $72.3 萬 | 0.55% | −433−5.6% | 減碼 |
| Corundum Group, Inc. | 7,347 | $72.3 萬 | 0.24% | +7,347 | 新進 |
| DRW Securities, LLC | 7,314 | $71.8 萬 | 0.04% | +7,314 | 新進 |
| Noble Family Wealth, LLC | 7,230 | $71.1 萬 | 0.15% | −130−1.8% | 減碼 |
| Phoenix Holdings Ltd. | 7,201 | $70.8 萬 | 0.01% | +1,290+21.8% | 加碼 |
| Corsicana & Co. | 6,421 | $70.6 萬 | 0.45% | +3,901+154.8% | 加碼 |
| Smithfield Trust Co | 7,154 | $70.5 萬 | 0.03% | +5,200+266.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 7,145 | $70.3 萬 | 0.05% | −296−4.0% | 減碼 |
| Colonial Trust Advisors | 7,140 | $70.2 萬 | 0.05% | −563−7.3% | 減碼 |
| Syon Capital LLC | 7,140 | $70.2 萬 | 0.04% | +698+10.8% | 加碼 |
| Caldwell Sutter Capital, Inc. | 7,127 | $70.1 萬 | 0.29% | +347+5.1% | 加碼 |
| Thompson David Blair | 7,113 | $70.0 萬 | 0.40% | +7,113 | 新進 |
| Acorn Wealth Advisors, LLC | 7,087 | $69.7 萬 | 0.20% | −47−0.7% | 減碼 |
| Greenleaf Trust | 7,071 | $69.6 萬 | 0.01% | +251+3.7% | 加碼 |
| Trust Co of Virginia | 7,060 | $69.5 萬 | 0.06% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,055 | $69.4 萬 | 0.04% | +787+12.6% | 加碼 |
| Continuum Advisory, LLC | 7,049 | $69.3 萬 | 0.07% | +24+0.3% | 加碼 |
| Forge Financial Services LLC | 7,038 | $69.2 萬 | 0.07% | 00.0% | 不變 |
| Larry Mathis Financial Planning, LLC | 7,034 | $69.2 萬 | 0.62% | −228−3.1% | 減碼 |
| Onyx Bridge Wealth Group LLC | 7,022 | $69.1 萬 | 0.07% | −963−12.1% | 減碼 |
| LSV Asset Management | 7,000 | $68.9 萬 | 0.00% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 6,988 | $68.7 萬 | 0.08% | +427+6.5% | 加碼 |
| Cigna Investments Inc | 6,984 | $68.7 萬 | 0.11% | −93−1.3% | 減碼 |
| Davis Investment Partners, LLC | 6,980 | $68.7 萬 | 0.24% | −272−3.8% | 減碼 |
| Perfromance Wealth Partners, LLC | 6,966 | $68.5 萬 | 0.02% | +330+5.0% | 加碼 |
| Advisors Management Group Inc | 6,970 | $68.5 萬 | 0.12% | −1,923−21.6% | 減碼 |
| Profund Advisors LLC | 6,947 | $68.3 萬 | 0.03% | +276+4.1% | 加碼 |
| Mitchell Sinkler & Starr | 6,921 | $68.1 萬 | 0.31% | −77−1.1% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 6,900 | $67.9 萬 | 0.01% | +150+2.2% | 加碼 |
| Cora Capital Advisors LLC | 6,896 | $67.8 萬 | 0.22% | +22+0.3% | 加碼 |
| Wealthspire Advisors, LLC | 6,890 | $67.8 萬 | 0.01% | −654−8.7% | 減碼 |
| Forza Wealth Management, LLC | 6,880 | $67.7 萬 | 0.24% | +308+4.7% | 加碼 |
| Baxter Bros Inc | 6,858 | $67.5 萬 | 0.08% | −240−3.4% | 減碼 |
| Advance Capital Management, Inc. | 6,857 | $67.5 萬 | 0.03% | +68+1.0% | 加碼 |
| Boothbay Fund Management, LLC | 6,847 | $67.4 萬 | 0.02% | +3,034+79.6% | 加碼 |
| NBC Securities, Inc. | 6,827 | $67.2 萬 | 0.05% | +632+10.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,826 | $67.2 萬 | 0.02% | +10.0% | 加碼 |
| IKE Capital, LLC | 6,795 | $66.8 萬 | 0.38% | +6,795 | 新進 |
| Two Sigma Securities, LLC | 6,792 | $66.8 萬 | 0.08% | −3,140−31.6% | 減碼 |
| SNS Financial Group, LLC | 6,787 | $66.8 萬 | 0.06% | +17+0.3% | 加碼 |
| Confluence Wealth Services, Inc. | 6,787 | $66.8 萬 | 0.03% | +333+5.2% | 加碼 |
| Fiscal Wisdom Wealth Management, LLC | 6,765 | $66.6 萬 | 0.64% | 00.0% | 不變 |
| Uncommon Cents Investing LLC | 6,743 | $66.3 萬 | 0.15% | +2,435+56.5% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 6,739 | $66.3 萬 | 0.05% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 6,715 | $66.1 萬 | 0.04% | −13,019−66.0% | 減碼 |
| Revisor Wealth Management LLC | 6,701 | $65.9 萬 | 0.18% | −759−10.2% | 減碼 |
| Koss-Olinger Consulting, LLC | 6,695 | $65.9 萬 | 0.06% | −557−7.7% | 減碼 |
| Wealth Management Partners, LLC | 6,696 | $65.7 萬 | 0.19% | +54+0.8% | 加碼 |
| Gibbs Wealth Management | 6,667 | $65.6 萬 | 0.09% | +2,943+79.0% | 加碼 |
| AIMZ Investment Advisors, LLC | 6,650 | $65.4 萬 | 0.20% | 00.0% | 不變 |
| Roehl & Yi Investment Advisors, LLC | 6,643 | $65.4 萬 | 0.25% | −3,456−34.2% | 減碼 |
| VisionPoint Advisory Group, LLC | 6,634 | $65.3 萬 | 0.12% | +11+0.2% | 加碼 |
| Exeter Financial, LLC | 6,625 | $65.2 萬 | 0.27% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 6,616 | $65.1 萬 | 0.03% | −827−11.1% | 減碼 |
| Denali Advisors LLC | 6,600 | $64.9 萬 | 0.07% | −400−5.7% | 減碼 |
| SummitTX Capital, L.P. | 6,573 | $64.7 萬 | 0.02% | −85,463−92.9% | 減碼 |
| Carnegie Capital Asset Management, LLC | 6,520 | $64.1 萬 | 0.01% | −2,083−24.2% | 減碼 |
| Johnson Financial Group, Inc. | 6,517 | $64.1 萬 | 0.02% | −487−7.0% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 6,514 | $64.1 萬 | 0.09% | +4,078+167.4% | 加碼 |
| Curbstone Financial Management Corp | 6,512 | $64.1 萬 | 0.12% | 00.0% | 不變 |
| Jessup Wealth Management, Inc | 6,479 | $63.7 萬 | 0.23% | +1,079+20.0% | 加碼 |
| Global Trust Wealth Management LLC | 6,475 | $63.7 萬 | 0.48% | +2,947+83.5% | 加碼 |