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。
2025 年第 4 季 13F 持有人
United Parcel Service Inc 在 2025/12/31 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
- 2,125
- 較 2025 年第 3 季 +216 家
- 持有股數
- 5.05 億
- 較 2025 年第 3 季 +3,528 萬 (+7.5%)
- 總市值
- $501.8 億
- 較 2025 年第 3 季 +$108.8 億 (+27.7%)
- 新進機構
- 360
- 另有 726 家加碼
- 清倉機構
- 144
- 另有 856 家減碼
另有 41 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 | 2,219 | $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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Strait & Sound Wealth Management LLC | 5,999 | $59.5 萬 | 0.22% | −920−13.3% | 減碼 |
| Tradewinds Capital Management, LLC | 6,000 | $59.5 萬 | 0.13% | 00.0% | 不變 |
| Financial Sense Advisors, Inc. | 6,000 | $59.5 萬 | 0.11% | +6,000 | 新進 |
| Coyle Financial Counsel LLC | 6,113 | $60.6 萬 | 0.13% | +355+6.2% | 加碼 |
| Absher Wealth Management, LLC | 6,132 | $60.8 萬 | 0.07% | −1,719−21.9% | 減碼 |
| NBC Securities, Inc. | 6,195 | $61.5 萬 | 0.05% | +437+7.6% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,237 | $61.9 萬 | 0.05% | +1,376+28.3% | 加碼 |
| Bessemer Group Inc | 6,240 | $61.9 萬 | 0.00% | +753+13.7% | 加碼 |
| Berkeley Capital Partners, LLC | 6,247 | $62.0 萬 | 0.15% | −7,445−54.4% | 減碼 |
| Acropolis Investment Management, LLC | 6,254 | $62.0 萬 | 0.03% | +721+13.0% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,268 | $62.2 萬 | 0.04% | +2,034+48.0% | 加碼 |
| Fiduciary Group LLC | 6,273 | $62.2 萬 | 0.05% | −5,495−46.7% | 減碼 |
| SOA Wealth Advisors, LLC. | 6,323 | $62.7 萬 | 0.11% | −289−4.4% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 6,324 | $62.7 萬 | 0.25% | −1,131−15.2% | 減碼 |
| Alan B. Lancz & Associates, Inc. | 6,370 | $63.2 萬 | 0.56% | 00.0% | 不變 |
| Total Wealth Planning & Management, Inc. | 6,387 | $63.4 萬 | 0.50% | +6,387 | 新進 |
| Marathon Trading Investment Management LLC | 6,400 | $63.5 萬 | 0.08% | −12,000−65.2% | 減碼 |
| PFC Capital Group, Inc. | 6,411 | $63.5 萬 | 0.26% | −1,256−16.4% | 減碼 |
| Leo Wealth, LLC | 6,424 | $63.7 萬 | 0.05% | +6,424 | 新進 |
| Syon Capital LLC | 6,442 | $63.9 萬 | 0.03% | +1,603+33.1% | 加碼 |
| Colonial River Wealth Management, LLC | 6,448 | $64.0 萬 | 0.23% | −1,864−22.4% | 減碼 |
| Confluence Wealth Services, Inc. | 6,454 | $64.0 萬 | 0.03% | −544−7.8% | 減碼 |
| GSB Wealth Management, LLC | 6,460 | $64.1 萬 | 0.14% | +3,846+147.1% | 加碼 |
| Lazard Asset Management LLC | 6,477 | $64.2 萬 | 0.00% | +103+1.6% | 加碼 |
| Elgethun Capital Management | 6,482 | $64.3 萬 | 0.11% | +4,078+169.6% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 6,486 | $64.3 萬 | 0.01% | −338−5.0% | 減碼 |
| Strategic Blueprint, LLC | 6,504 | $64.5 萬 | 0.04% | −2,721−29.5% | 減碼 |
| Curbstone Financial Management Corp | 6,512 | $64.6 萬 | 0.12% | −3,632−35.8% | 減碼 |
| Wellington Shields & Co., LLC | 6,513 | $64.6 萬 | 0.16% | −2,387−26.8% | 減碼 |
| Aviance Capital Partners, LLC | 6,561 | $65.1 萬 | 0.08% | −1,128−14.7% | 減碼 |
| Accurate Wealth Management, LLC | 6,029 | $65.2 萬 | 0.08% | −366−5.7% | 減碼 |
| Forza Wealth Management, LLC | 6,572 | $65.2 萬 | 0.24% | +486+8.0% | 加碼 |
| Parcion Private Wealth LLC | 6,586 | $65.3 萬 | 0.04% | +6,586 | 新進 |
| Guidance Capital, Inc | 5,985 | $65.4 萬 | 0.16% | +149+2.6% | 加碼 |
| Pensionfund Sabic | 6,600 | $65.5 萬 | 0.18% | 00.0% | 不變 |
| Alpha Cubed Investments, LLC | 6,619 | $65.7 萬 | 0.02% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 6,623 | $65.7 萬 | 0.13% | −71−1.1% | 減碼 |
| Exeter Financial, LLC | 6,625 | $65.7 萬 | 0.28% | −1,400−17.4% | 減碼 |
| Richwood Investment Advisors, LLC | 5,607 | $65.8 萬 | 0.47% | −51−0.9% | 減碼 |
| Perfromance Wealth Partners, LLC | 6,636 | $65.8 萬 | 0.02% | +6,636 | 新進 |
| Bowen Hanes & Co Inc | 6,640 | $65.9 萬 | 0.02% | −1,770−21.0% | 減碼 |
| Wealth Management Partners, LLC | 6,642 | $65.9 萬 | 0.19% | −1,467−18.1% | 減碼 |
| AIMZ Investment Advisors, LLC | 6,650 | $66.0 萬 | 0.19% | −100−1.5% | 減碼 |
| Profund Advisors LLC | 6,671 | $66.2 萬 | 0.02% | −1,053−13.6% | 減碼 |
| Englebert Financial Advisers, LLC | 6,696 | $66.4 萬 | 0.76% | +6,696 | 新進 |
| Crescent Grove Advisors, LLC | 6,700 | $66.5 萬 | 0.06% | −218−3.2% | 減碼 |
| Essential Partners LLC | 6,736 | $66.8 萬 | 0.21% | +5,519+453.5% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 6,739 | $66.8 萬 | 0.05% | +9+0.1% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 6,750 | $67.0 萬 | 0.01% | −35,255−83.9% | 減碼 |
| Fiscal Wisdom Wealth Management, LLC | 6,765 | $67.1 萬 | 0.63% | −50−0.7% | 減碼 |
| SNS Financial Group, LLC | 6,770 | $67.2 萬 | 0.06% | −72−1.1% | 減碼 |
| Caldwell Sutter Capital, Inc. | 6,780 | $67.3 萬 | 0.29% | +545+8.7% | 加碼 |
| Prosperity Consulting Group, LLC | 6,786 | $67.3 萬 | 0.03% | +266+4.1% | 加碼 |
| King Luther Capital Management Corp | 6,787 | $67.3 萬 | 0.00% | +6,787 | 新進 |
| Advance Capital Management, Inc. | 6,789 | $67.3 萬 | 0.03% | −725−9.6% | 減碼 |
| Greenleaf Trust | 6,820 | $67.6 萬 | 0.01% | +1,634+31.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,825 | $67.7 萬 | 0.02% | −94−1.4% | 減碼 |
| Caption Management, LLC | 6,825 | $67.7 萬 | 0.03% | −10,515−60.6% | 減碼 |
| Boston Private Wealth LLC | 6,861 | $68.1 萬 | 0.04% | −681−9.0% | 減碼 |
| Fulton Bank, N.A. | 6,865 | $68.1 萬 | 0.02% | −2,486−26.6% | 減碼 |
| Balboa Wealth Partners | 6,870 | $68.1 萬 | 0.11% | +53+0.8% | 加碼 |
| Cora Capital Advisors LLC | 6,874 | $68.2 萬 | 0.27% | −3,122−31.2% | 減碼 |
| Park National Corp | 6,900 | $68.4 萬 | 0.02% | −8,626−55.6% | 減碼 |
| Financial Advisory Corp | 6,912 | $68.6 萬 | 0.18% | +736+11.9% | 加碼 |
| Tred Avon Family Wealth, LLC | 6,918 | $68.6 萬 | 0.22% | −586−7.8% | 減碼 |
| Legacy Capital Group California, Inc. | 6,934 | $68.8 萬 | 0.17% | −33−0.5% | 減碼 |
| Fortis Advisors, LLC | 6,941 | $68.8 萬 | 0.38% | +1,516+27.9% | 加碼 |
| Erste Asset Management GmbH | 6,909 | $68.9 萬 | 0.01% | +1,872+37.2% | 加碼 |
| Perbak Capital Partners LLP | 6,950 | $68.9 萬 | 0.21% | +6,950 | 新進 |
| St. Johns Investment Management Company, LLC | 6,953 | $69.0 萬 | 0.29% | +484+7.5% | 加碼 |
| Procyon Private Wealth Partners, LLC | 6,970 | $69.1 萬 | 0.03% | −1,318−15.9% | 減碼 |
| LSV Asset Management | 7,000 | $69.4 萬 | 0.00% | +7,000 | 新進 |
| Mitchell Sinkler & Starr | 6,998 | $69.4 萬 | 0.31% | −1,206−14.7% | 減碼 |
| Belpointe Asset Management LLC | 6,998 | $69.4 萬 | 0.03% | +6,998 | 新進 |
| Denali Advisors LLC | 7,000 | $69.4 萬 | 0.08% | +900+14.8% | 加碼 |
| Johnson Financial Group, Inc. | 7,004 | $69.5 萬 | 0.03% | −35−0.5% | 減碼 |
| Continuum Advisory, LLC | 7,025 | $69.7 萬 | 0.07% | −93−1.3% | 減碼 |
| Farmers National Bank | 7,027 | $69.7 萬 | 0.16% | −4,173−37.3% | 減碼 |
| Renasant Bank | 7,035 | $69.8 萬 | 0.47% | −3,050−30.2% | 減碼 |
| Forge Financial Services LLC | 7,038 | $69.8 萬 | 0.30% | +1,638+30.3% | 加碼 |
| Trust Co of Virginia | 7,060 | $70.0 萬 | 0.06% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 7,061 | $70.0 萬 | 0.02% | +700+11.0% | 加碼 |
| Cigna Investments Inc | 7,077 | $70.2 萬 | 0.10% | −68−1.0% | 減碼 |
| Baxter Bros Inc | 7,098 | $70.4 萬 | 0.08% | −1,685−19.2% | 減碼 |
| Acorn Wealth Advisors, LLC | 7,134 | $70.8 萬 | 0.21% | −175−2.4% | 減碼 |
| Arq Wealth Advisors, LLC | 7,145 | $70.9 萬 | 0.19% | +73+1.0% | 加碼 |
| Access Investment Management LLC | 8,500 | $71.0 萬 | 0.19% | 00.0% | 不變 |
| Shelton Capital Management | 7,159 | $71.0 萬 | 0.01% | 00.0% | 不變 |
| Collaborative Wealth Managment Inc. | 7,190 | $71.3 萬 | 0.25% | +1,850+34.6% | 加碼 |
| Forum Financial Management, LP | 7,214 | $71.6 萬 | 0.01% | +3,283+83.5% | 加碼 |
| Indivisible Partners | 7,220 | $71.6 萬 | 0.08% | +7,220 | 新進 |
| Koss-Olinger Consulting, LLC | 7,252 | $71.9 萬 | 0.06% | −9,577−56.9% | 減碼 |
| Larry Mathis Financial Planning, LLC | 7,262 | $72.0 萬 | 0.64% | +7,262 | 新進 |
| Eaton Financial Holdings Company, LLC | 7,264 | $72.1 萬 | 0.19% | +12+0.2% | 加碼 |
| Insigneo Advisory Services, LLC | 7,325 | $72.7 萬 | 0.05% | −245−3.2% | 減碼 |
| Taylor Hoffman Capital Management LLC | 7,328 | $72.7 萬 | 0.22% | 00.0% | 不變 |
| Noble Family Wealth, LLC | 7,360 | $73.0 萬 | 0.15% | −30−0.4% | 減碼 |
| Davis Investment Partners, LLC | 7,252 | $73.3 萬 | 0.26% | +2,586+55.4% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 7,441 | $73.8 萬 | 0.05% | +2,293+44.5% | 加碼 |
| Catalytic Wealth RIA, LLC | 7,443 | $73.8 萬 | 0.03% | −3,981−34.8% | 減碼 |