Ugi Corp
UGI- 交易所
- NYSE
- 產業
- Gas & Other Services Combined
- SEC CIK
- 0000884614
近 90 天,Ugi Corp 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 625 家機構在 13F 申報持有,市值合計 $70.2 億;沒有大師持有。
2024 年第 4 季 13F 持有人
Ugi Corp 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
- 510
- 較 2024 年第 3 季 +43 家
- 持有股數
- 1.97 億
- 較 2024 年第 3 季 +1,607 萬 (+8.9%)
- 總市值
- $55.9 億
- 較 2024 年第 3 季 +$10.4 億 (+22.9%)
- 新進機構
- 91
- 另有 183 家加碼
- 清倉機構
- 48
- 另有 146 家減碼
另有 9 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 UGI 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 | 625 | $70.2 億 |
| 2026 年第 1 季 | 597 | $70.7 億 |
| 2025 年第 4 季 | 613 | $74.6 億 |
| 2025 年第 3 季 | 569 | $65.3 億 |
| 2025 年第 2 季 | 594 | $71.6 億 |
| 2025 年第 1 季 | 565 | $64.4 億 |
| 2024 年第 4 季 | 510 | $55.9 億 |
| 2024 年第 3 季 | 476 | $45.5 億 |
| 2024 年第 2 季 | 464 | $41.9 億 |
| 2024 年第 1 季 | 446 | $42.6 億 |
| 2023 年第 4 季 | 444 | $42.4 億 |
| 2023 年第 3 季 | 444 | $39.5 億 |
| 2023 年第 2 季 | 486 | $46.6 億 |
| 2023 年第 1 季 | 525 | $60.4 億 |
| 2022 年第 4 季 | 540 | $65.4 億 |
| 2022 年第 3 季 | 510 | $55.7 億 |
| 2022 年第 2 季 | 532 | $66.5 億 |
| 2022 年第 1 季 | 537 | $63.1 億 |
| 2021 年第 4 季 | 564 | $77.6 億 |
| 2021 年第 3 季 | 512 | $72.1 億 |
| 2021 年第 2 季 | 502 | $78.8 億 |
| 2021 年第 1 季 | 498 | $67.8 億 |
2024 年第 4 季持有機構
每家機構持有 Ugi Corp 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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $2.72 萬 | 0.00% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 973 | $2.75 萬 | 0.01% | 00.0% | 不變 |
| Caitlin John, LLC | 975 | $2.75 萬 | 0.02% | 00.0% | 不變 |
| Private Trust Co NA | 1,025 | $2.89 萬 | 0.00% | −15−1.4% | 減碼 |
| Flagship Wealth Advisors, LLC | 1,049 | $2.96 萬 | 0.02% | +1,049 | 新進 |
| Kimelman & Baird, LLC | 1,050 | $2.96 萬 | 0.00% | 00.0% | 不變 |
| American National Bank | 1,099 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $3.39 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,237 | $3.49 萬 | 0.00% | +163+15.2% | 加碼 |
| MAI Capital Management | 1,255 | $3.54 萬 | 0.00% | +1,255 | 新進 |
| Golden State Wealth Management, LLC | 1,258 | $3.55 萬 | 0.01% | +1,258 | 新進 |
| Vision Financial Markets LLC | 1,275 | $3.60 萬 | 0.04% | +1,275 | 新進 |
| SBI Securities Co., Ltd. | 1,309 | $3.70 萬 | 0.00% | +1,309 | 新進 |
| Umb Bank N A | 1,345 | $3.80 萬 | 0.00% | +540+67.1% | 加碼 |
| Hantz Financial Services, Inc. | 1,398 | $3.90 萬 | 0.00% | −11−0.8% | 減碼 |
| Anderson Financial Strategies, LLC | 1,466 | $4.14 萬 | 0.02% | +1,466 | 新進 |
| Duncker Streett & Co Inc | 1,500 | $4.23 萬 | 0.01% | 00.0% | 不變 |
| Quintet Private Bank (Europe) S.A. | 1,500 | $4.23 萬 | 0.00% | +1,500 | 新進 |
| Transcendent Capital Group LLC | 1,567 | $4.42 萬 | 0.02% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,603 | $4.51 萬 | 0.00% | +25+1.6% | 加碼 |
| Atlas Capital Advisors LLC | 1,642 | $4.64 萬 | 0.01% | +1,642 | 新進 |
| McClarren Financial Advisors, Inc. | 1,700 | $4.80 萬 | 0.13% | +1,700 | 新進 |
| Parvin Asset Management, LLC | 1,750 | $4.94 萬 | 0.05% | +1,750 | 新進 |
| Fairman Group, LLC | 1,785 | $5.11 萬 | 0.04% | 00.0% | 不變 |
| Atlantic Edge Private Wealth Management, LLC | 1,830 | $5.17 萬 | 0.02% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 1,836 | $5.18 萬 | 0.00% | +1,040+130.7% | 加碼 |
| Fifth Third Bancorp | 1,957 | $5.52 萬 | 0.00% | −138−6.6% | 減碼 |
| IFP Advisors, Inc | 1,963 | $5.54 萬 | 0.00% | −2,698−57.9% | 減碼 |
| Capital Advisors, Ltd. LLC | 1,968 | $5.60 萬 | 0.01% | +1,698+628.9% | 加碼 |
| Massmutual Trust Co FSB | 2,052 | $5.79 萬 | 0.00% | +17+0.8% | 加碼 |
| Stonebridge Financial Group, LLC | 2,078 | $5.87 萬 | 0.01% | +2,078 | 新進 |
| MCF Advisors LLC | 2,250 | $6.35 萬 | 0.00% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 2,250 | $6.35 萬 | 0.01% | 00.0% | 不變 |
| Quest Partners LLC | 2,395 | $6.76 萬 | 0.01% | −14,932−86.2% | 減碼 |
| R Squared Ltd | 2,470 | $6.97 萬 | 0.07% | +2,470 | 新進 |
| Tompkins Financial Corp | 2,524 | $7.13 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 2,503 | $7.57 萬 | 0.00% | +28+1.1% | 加碼 |
| Jones Financial Companies LLLP | 2,732 | $7.71 萬 | 0.00% | +858+45.8% | 加碼 |
| Walleye Capital LLC | 2,759 | $7.79 萬 | 0.00% | −45,059−94.2% | 減碼 |
| Security National Bank | 2,896 | $8.18 萬 | 0.01% | +2,896 | 新進 |
| Lindbrook Capital, LLC | 2,978 | $8.41 萬 | 0.01% | −135−4.3% | 減碼 |
| Proequities, Inc. | 2,794 | $8.45 萬 | 0.00% | +1,103+65.2% | 加碼 |
| Coppell Advisory Solutions LLC | 3,010 | $8.48 萬 | 0.01% | +2,078+223.0% | 加碼 |
| Riggs Asset Managment Co. Inc. | 3,037 | $8.55 萬 | 0.02% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 3,185 | $9.00 萬 | 0.04% | −922−22.4% | 減碼 |
| Parallel Advisors, LLC | 3,278 | $9.26 萬 | 0.00% | −934−22.2% | 減碼 |
| Ronald Blue Trust, Inc. | 3,412 | $9.63 萬 | 0.00% | +101+3.1% | 加碼 |
| Central Trust Co | 3,425 | $9.67 萬 | 0.00% | −500−12.7% | 減碼 |
| St Germain D J Co Inc | 3,600 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| Missouri Trust & Investment Co | 3,600 | $10.2 萬 | 0.04% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 3,749 | $10.6 萬 | 0.01% | +491+15.1% | 加碼 |
| Hartford Financial Management Inc. | 3,755 | $10.6 萬 | 0.02% | 00.0% | 不變 |
| Mountain Hill Investment Partners Corp. | 4,000 | $11.3 萬 | 0.12% | +4,000 | 新進 |
| Farther Finance Advisors, LLC | 4,150 | $11.7 萬 | 0.00% | +2,077+100.2% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,207 | $11.9 萬 | 0.00% | +200+5.0% | 加碼 |
| Global Retirement Partners, LLC | 4,324 | $12.2 萬 | 0.00% | −161−3.6% | 減碼 |
| Nomura Asset Management Co Ltd | 4,500 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 4,746 | $13.4 萬 | 0.01% | −74−1.5% | 減碼 |
| CIBC Private Wealth Group, LLC | 4,816 | $13.7 萬 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 4,995 | $14.1 萬 | 0.01% | +2,294+84.9% | 加碼 |
| JFS Wealth Advisors, LLC | 5,882 | $16.6 萬 | 0.01% | +5+0.1% | 加碼 |
| Ci Investments Inc. | 6,090 | $17.2 萬 | 0.00% | +804+15.2% | 加碼 |
| Signaturefd, LLC | 6,840 | $19.3 萬 | 0.00% | −1,045−13.3% | 減碼 |
| Cullen/Frost Bankers, Inc. | 6,999 | $19.8 萬 | 0.00% | +244+3.6% | 加碼 |
| Cornerstone Select Advisors, LLC | 7,089 | $20.0 萬 | 0.19% | +7,089 | 新進 |
| Davenport & Co LLC | 7,102 | $20.0 萬 | 0.00% | +7,102 | 新進 |
| Lauer Wealth, LLC | 7,140 | $20.2 萬 | 0.13% | +7,140 | 新進 |
| Good Life Advisors, LLC | 7,145 | $20.2 萬 | 0.01% | +7,145 | 新進 |
| HB Wealth Management, LLC | 7,613 | $21.5 萬 | 0.00% | +7,613 | 新進 |
| Merit Financial Group, LLC | 7,620 | $21.5 萬 | 0.00% | +7,620 | 新進 |
| Beirne Wealth Consulting Services, LLC | 7,524 | $21.5 萬 | 0.08% | +7,524 | 新進 |
| Mutual Advisors, LLC | 7,291 | $21.9 萬 | 0.01% | −10,536−59.1% | 減碼 |
| GAMMA Investing LLC | 7,825 | $22.1 萬 | 0.02% | +1,505+23.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 8,063 | $22.8 萬 | 0.01% | +1,260+18.5% | 加碼 |
| Metis Global Partners, LLC | 8,145 | $23.0 萬 | 0.01% | −1,046−11.4% | 減碼 |
| New Age Alpha Advisors, LLC | 8,183 | $23.1 萬 | 0.01% | +8,183 | 新進 |
| Chesley Taft & Associates LLC | 8,280 | $23.4 萬 | 0.01% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 9,399 | $23.4 萬 | 0.01% | +10+0.1% | 加碼 |
| Beacon Financial Group | 8,436 | $23.8 萬 | 0.03% | −2,399−22.1% | 減碼 |
| Meeder Advisory Services, Inc. | 8,442 | $23.8 萬 | 0.01% | −139−1.6% | 減碼 |
| Linden Thomas Advisory Services, LLC | 8,486 | $24.0 萬 | 0.03% | −391−4.4% | 減碼 |
| Shelton Capital Management | 8,538 | $24.1 萬 | 0.01% | 00.0% | 不變 |
| First Eagle Investment Management, LLC | 8,540 | $24.1 萬 | 0.00% | +3,817+80.8% | 加碼 |
| Pitcairn Co | 8,810 | $24.9 萬 | 0.01% | −3,001−25.4% | 減碼 |
| Abel Hall, LLC | 8,829 | $24.9 萬 | 0.16% | −50−0.6% | 減碼 |
| CFS Investment Advisory Services, LLC | 8,921 | $25.2 萬 | 0.02% | −129−1.4% | 減碼 |
| Bleakley Financial Group, LLC | 8,950 | $25.3 萬 | 0.01% | +8,950 | 新進 |
| Ellis Investment Partners, LLC | 9,079 | $25.6 萬 | 0.05% | −2,478−21.4% | 減碼 |
| Huntleigh Advisors, Inc. | 9,454 | $26.7 萬 | 0.06% | +9,454 | 新進 |
| EMC Capital Management | 9,488 | $26.8 萬 | 0.15% | +8,488+848.8% | 加碼 |
| Private Advisor Group, LLC | 9,578 | $27.0 萬 | 0.00% | −2,439−20.3% | 減碼 |
| Sigma Planning Corp | 9,775 | $27.6 萬 | 0.01% | −406−4.0% | 減碼 |
| Captrust Financial Advisors | 9,995 | $28.2 萬 | 0.00% | −1,952−16.3% | 減碼 |
| Needham Investment Management LLC | 10,000 | $28.2 萬 | 0.02% | −10,000−50.0% | 減碼 |
| State of Wyoming | 10,005 | $28.2 萬 | 0.04% | +444+4.6% | 加碼 |
| Connable Office Inc | 10,041 | $28.3 萬 | 0.03% | 00.0% | 不變 |
| Howland Capital Management LLC | 10,000 | $28.6 萬 | 0.01% | 00.0% | 不變 |
| Greenland Capital Management LP | 10,230 | $28.9 萬 | 0.06% | +10,230 | 新進 |
| HBK Sorce Advisory LLC | 10,253 | $28.9 萬 | 0.01% | +1,075+11.7% | 加碼 |
| Shell Asset Management Co | 10,537 | $29.7 萬 | 0.01% | −28,620−73.1% | 減碼 |