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。
2025 年第 1 季 13F 持有人
Ugi Corp 在 2025/3/31 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
- 565
- 較 2024 年第 4 季 +59 家
- 持有股數
- 1.95 億
- 較 2024 年第 4 季 −183.6 萬 (−0.9%)
- 總市值
- $64.4 億
- 較 2024 年第 4 季 +$8.75 億 (+15.7%)
- 新進機構
- 113
- 另有 192 家加碼
- 清倉機構
- 54
- 另有 167 家減碼
另有 4 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Whittier Trust Co | 899 | $2.97 萬 | 0.00% | 00.0% | 不變 |
| CX Institutional | 911 | $3.00 萬 | 0.00% | +911 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $3.14 萬 | 0.00% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 973 | $3.22 萬 | 0.02% | 00.0% | 不變 |
| S.A. Mason LLC | 976 | $3.23 萬 | 0.02% | +16+1.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,044 | $3.45 萬 | 0.00% | −193−15.6% | 減碼 |
| Flagship Wealth Advisors, LLC | 1,049 | $3.47 萬 | 0.01% | 00.0% | 不變 |
| Kimelman & Baird, LLC | 1,050 | $3.47 萬 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $3.61 萬 | 0.00% | 00.0% | 不變 |
| American National Bank | 1,099 | $3.63 萬 | 0.00% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 1,184 | $3.92 萬 | 0.00% | +1,184 | 新進 |
| Golden State Wealth Management, LLC | 1,258 | $4.16 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 1,266 | $4.19 萬 | 0.00% | +11+0.9% | 加碼 |
| Vision Financial Markets LLC | 1,275 | $4.22 萬 | 0.05% | 00.0% | 不變 |
| Private Trust Co NA | 1,395 | $4.61 萬 | 0.00% | +370+36.1% | 加碼 |
| Anderson Financial Strategies, LLC | 1,466 | $4.85 萬 | 0.03% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 1,500 | $4.96 萬 | 0.01% | 00.0% | 不變 |
| CSS LLC | 1,510 | $4.99 萬 | 0.00% | +1,510 | 新進 |
| Quarry LP | 1,528 | $5.05 萬 | 0.01% | +1,528 | 新進 |
| Hantz Financial Services, Inc. | 1,556 | $5.10 萬 | 0.00% | +158+11.3% | 加碼 |
| Fairman Group, LLC | 1,785 | $5.11 萬 | 0.05% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,609 | $5.29 萬 | 0.01% | +6+0.4% | 加碼 |
| SRS Capital Advisors, Inc. | 1,610 | $5.32 萬 | 0.00% | −226−12.3% | 減碼 |
| Atlantic Edge Private Wealth Management, LLC | 1,830 | $6.05 萬 | 0.02% | 00.0% | 不變 |
| South State Corp. | 1,867 | $6.17 萬 | 0.00% | +1,867 | 新進 |
| Quintet Private Bank (Europe) S.A. | 1,880 | $6.22 萬 | 0.00% | +380+25.3% | 加碼 |
| Capital Advisors, Ltd. LLC | 1,968 | $6.50 萬 | 0.01% | 00.0% | 不變 |
| United Community Bank | 2,055 | $6.80 萬 | 0.03% | +1,210+143.2% | 加碼 |
| Massmutual Trust Co FSB | 2,064 | $6.83 萬 | 0.00% | +12+0.6% | 加碼 |
| Stonebridge Financial Group, LLC | 2,078 | $6.87 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 2,234 | $7.39 萬 | 0.00% | +2,179+3,961.8% | 加碼 |
| Fifth Third Bancorp | 2,235 | $7.39 萬 | 0.00% | +278+14.2% | 加碼 |
| Jones Financial Companies LLLP | 2,251 | $7.40 萬 | 0.00% | −481−17.6% | 減碼 |
| Beaird Harris Wealth Management, LLC | 2,250 | $7.44 萬 | 0.01% | 00.0% | 不變 |
| Umb Bank N A | 2,442 | $8.08 萬 | 0.00% | +1,097+81.6% | 加碼 |
| Tompkins Financial Corp | 2,524 | $8.35 萬 | 0.01% | 00.0% | 不變 |
| Headlands Technologies LLC | 2,555 | $8.45 萬 | 0.01% | +2,555 | 新進 |
| Wealth Preservation Advisors, LLC | 2,603 | $8.61 萬 | 0.06% | +2,603 | 新進 |
| Allworth Financial LP | 2,651 | $8.67 萬 | 0.00% | +148+5.9% | 加碼 |
| Sound Income Strategies, LLC | 2,755 | $9.11 萬 | 0.01% | +2,675+3,343.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,048 | $9.20 萬 | 0.00% | −1,768−36.7% | 減碼 |
| Security National Bank | 2,896 | $9.58 萬 | 0.02% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,001 | $9.92 萬 | 0.01% | +23+0.8% | 加碼 |
| Central Trust Co | 3,175 | $10.5 萬 | 0.00% | −250−7.3% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 3,185 | $10.6 萬 | 0.05% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 3,276 | $10.8 萬 | 0.03% | +239+7.9% | 加碼 |
| SBI Securities Co., Ltd. | 3,291 | $10.9 萬 | 0.00% | +1,982+151.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 3,305 | $10.9 萬 | 0.00% | −9,451−74.1% | 減碼 |
| Nomura Asset Management Co Ltd | 3,410 | $11.3 萬 | 0.00% | −1,090−24.2% | 減碼 |
| Private Wealth Asset Management, LLC | 3,590 | $11.9 萬 | 0.02% | +3,590 | 新進 |
| Missouri Trust & Investment Co | 3,600 | $11.9 萬 | 0.04% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 3,755 | $12.4 萬 | 0.03% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,931 | $13.0 萬 | 0.00% | +653+19.9% | 加碼 |
| Walleye Capital LLC | 3,955 | $13.1 萬 | 0.00% | +1,196+43.3% | 加碼 |
| Ronald Blue Trust, Inc. | 4,049 | $13.4 萬 | 0.00% | +637+18.7% | 加碼 |
| Coldstream Capital Management Inc | 4,849 | $16.0 萬 | 0.00% | +4,849 | 新進 |
| Quent Capital, LLC | 4,995 | $16.5 萬 | 0.02% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 5,882 | $19.5 萬 | 0.01% | 00.0% | 不變 |
| Oxford Asset Management LLP | 6,054 | $20.0 萬 | 0.09% | +6,054 | 新進 |
| Salvus Wealth Management, LLC | 6,060 | $20.0 萬 | 0.13% | +6,060 | 新進 |
| Perigon Wealth Management, LLC | 6,142 | $20.3 萬 | 0.01% | +6,142 | 新進 |
| Ci Investments Inc. | 6,229 | $20.6 萬 | 0.00% | +139+2.3% | 加碼 |
| IHT Wealth Management, LLC | 6,360 | $21.0 萬 | 0.01% | +6,360 | 新進 |
| Sonora Investment Management Group, LLC | 6,369 | $21.1 萬 | 0.02% | +6,369 | 新進 |
| CIBC Asset Management Inc | 6,477 | $21.4 萬 | 0.00% | +6,477 | 新進 |
| Ellis Investment Partners, LLC | 6,504 | $21.5 萬 | 0.04% | −2,575−28.4% | 減碼 |
| Blair William & Co | 6,516 | $21.5 萬 | 0.00% | +6,516 | 新進 |
| Custom Index Systems, LLC | 6,525 | $21.6 萬 | 0.11% | +6,525 | 新進 |
| Diversify Advisory Services, LLC | 6,609 | $21.6 萬 | 0.01% | +6,609 | 新進 |
| Change Path, LLC | 6,631 | $21.9 萬 | 0.01% | +6,631 | 新進 |
| Greenleaf Trust | 6,664 | $22.0 萬 | 0.00% | +6,664 | 新進 |
| Partnership Wealth Management, LLC | 6,750 | $22.3 萬 | 0.19% | +6,750 | 新進 |
| Wesbanco Bank Inc | 6,789 | $22.5 萬 | 0.01% | +6,789 | 新進 |
| Mutual Advisors, LLC | 6,917 | $22.6 萬 | 0.01% | −374−5.1% | 減碼 |
| Signaturefd, LLC | 6,841 | $22.6 萬 | 0.00% | +10.0% | 加碼 |
| Jeppson Wealth Management, LLC | 6,862 | $22.7 萬 | 0.08% | +6,862 | 新進 |
| Fifth Third Wealth Advisors LLC | 6,942 | $23.0 萬 | 0.01% | +6,942 | 新進 |
| Red Door Wealth Management, LLC | 6,966 | $23.0 萬 | 0.03% | +6,966 | 新進 |
| Lauer Wealth, LLC | 7,036 | $23.0 萬 | 0.18% | −104−1.5% | 減碼 |
| Ballentine Partners, LLC | 7,002 | $23.2 萬 | 0.00% | +7,002 | 新進 |
| Haverford Trust Co | 7,011 | $23.2 萬 | 0.00% | +7,011 | 新進 |
| Sym Financial Corp | 7,065 | $23.4 萬 | 0.03% | +7,065 | 新進 |
| Davenport & Co LLC | 7,102 | $23.5 萬 | 0.00% | 00.0% | 不變 |
| Beirne Wealth Consulting Services, LLC | 7,024 | $23.5 萬 | 0.08% | −500−6.6% | 減碼 |
| Gamco Investors, Inc. Et Al | 7,200 | $23.8 萬 | 0.00% | +7,200 | 新進 |
| Good Life Advisors, LLC | 7,345 | $24.3 萬 | 0.02% | +200+2.8% | 加碼 |
| Captrust Financial Advisors | 7,352 | $24.3 萬 | 0.00% | −2,643−26.4% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 7,371 | $24.4 萬 | 0.06% | +7,371 | 新進 |
| Steel Peak Wealth Management LLC | 7,326 | $24.5 萬 | 0.01% | +7,326 | 新進 |
| Manchester Financial Inc | 7,518 | $24.9 萬 | 0.06% | +7,518 | 新進 |
| Gsa Capital Partners LLP | 7,538 | $24.9 萬 | 0.02% | +7,538 | 新進 |
| We Are One Seven, LLC | 7,627 | $25.2 萬 | 0.01% | +7,627 | 新進 |
| First Citizens Bank & Trust Co | 7,703 | $25.5 萬 | 0.01% | −3,950−33.9% | 減碼 |
| HB Wealth Management, LLC | 7,704 | $25.5 萬 | 0.00% | +91+1.2% | 加碼 |
| Avantax Advisory Services, Inc. | 7,859 | $26.0 萬 | 0.00% | +7,859 | 新進 |
| Tectonic Advisors LLC | 7,890 | $26.1 萬 | 0.02% | +7,890 | 新進 |
| Sigma Planning Corp | 7,927 | $26.2 萬 | 0.01% | −1,848−18.9% | 減碼 |
| Shelton Capital Management | 7,942 | $26.3 萬 | 0.01% | −596−7.0% | 減碼 |
| Blueshift Asset Management, LLC | 7,955 | $26.3 萬 | 0.10% | +7,955 | 新進 |
| Impact Partnership Wealth, LLC | 7,993 | $26.4 萬 | 0.06% | −2,866−26.4% | 減碼 |