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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 15,073 | $49.8 萬 | 0.01% | +1,371+10.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 15,035 | $49.7 萬 | 0.01% | −44−0.3% | 減碼 |
| National Bank of Canada | 14,891 | $49.2 萬 | 0.00% | +14,891 | 新進 |
| Global Financial Private Client, LLC | 14,678 | $48.5 萬 | 0.19% | +14,670+183,375.0% | 加碼 |
| NewEdge Wealth, LLC | 14,570 | $48.2 萬 | 0.01% | +14,570 | 新進 |
| Penn Mutual Asset Management, LLC | 14,500 | $48.0 萬 | 0.92% | 00.0% | 不變 |
| CWM, LLC | 14,234 | $47.1 萬 | 0.00% | +276+2.0% | 加碼 |
| V-Square Quantitative Management LLC | 13,844 | $45.8 萬 | 0.07% | −564−3.9% | 減碼 |
| Two Sigma Securities, LLC | 13,833 | $45.7 萬 | 0.07% | +13,833 | 新進 |
| Carnegie Capital Asset Management, LLC | 14,931 | $45.6 萬 | 0.01% | −382−2.5% | 減碼 |
| Quadrant Capital Group LLC | 13,733 | $45.4 萬 | 0.02% | +8,987+189.4% | 加碼 |
| V2 Financial group LLC | 13,712 | $45.3 萬 | 0.29% | −1,788−11.5% | 減碼 |
| SummitTX Capital, L.P. | 13,665 | $45.2 萬 | 0.02% | +13,665 | 新進 |
| United Services Automobile Association | 13,710 | $45.1 萬 | 0.01% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 13,672 | $44.9 萬 | 0.00% | +636+4.9% | 加碼 |
| AE Wealth Management LLC | 13,430 | $44.4 萬 | 0.00% | −4,759−26.2% | 減碼 |
| RD Lewis Holdings, Inc. | 13,243 | $44.3 萬 | 0.50% | −210−1.6% | 減碼 |
| Beacon Financial Group | 13,324 | $44.1 萬 | 0.05% | +4,888+57.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 13,211 | $43.7 萬 | 0.00% | −1,060−7.4% | 減碼 |
| Panagora Asset Management Inc | 12,759 | $42.2 萬 | 0.00% | −323−2.5% | 減碼 |
| BKD Wealth Advisors, LLC | 12,721 | $42.1 萬 | 0.01% | −351−2.7% | 減碼 |
| Oak Thistle LLC | 12,494 | $41.3 萬 | 0.08% | +12,494 | 新進 |
| Park Avenue Securities LLC | 11,925 | $39.4 萬 | 0.00% | +834+7.5% | 加碼 |
| Consolidated Portfolio Review Corp | 11,863 | $39.2 萬 | 0.06% | −178−1.5% | 減碼 |
| Reston Wealth Management LLC | 11,693 | $38.7 萬 | 0.16% | +152+1.3% | 加碼 |
| PFG Investments, LLC | 11,636 | $38.5 萬 | 0.02% | +6+0.1% | 加碼 |
| HBK Sorce Advisory LLC | 11,634 | $38.5 萬 | 0.01% | +1,381+13.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 11,550 | $38.2 萬 | 0.01% | −9,397−44.9% | 減碼 |
| Utah Retirement Systems | 11,500 | $38.0 萬 | 0.00% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 11,428 | $37.8 萬 | 0.01% | +11,428 | 新進 |
| Corundum Trust Company, INC | 11,373 | $37.6 萬 | 1.08% | +11,373 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 11,175 | $37.0 萬 | 0.03% | −18,814−62.7% | 減碼 |
| Truist Financial Corp | 11,108 | $36.7 萬 | 0.00% | +11,108 | 新進 |
| Wolverine Trading, LLC | 11,029 | $36.2 萬 | 0.01% | −1,624−12.8% | 減碼 |
| US Bancorp | 10,873 | $36.0 萬 | 0.00% | +47+0.4% | 加碼 |
| Shell Asset Management Co | 10,488 | $34.7 萬 | 0.02% | −49−0.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 10,328 | $34.2 萬 | 0.01% | +10,328 | 新進 |
| Sequoia Financial Advisors, LLC | 10,206 | $33.8 萬 | 0.00% | +10,206 | 新進 |
| Accurate Wealth Management, LLC | 10,674 | $33.6 萬 | 0.06% | −349−3.2% | 減碼 |
| Howland Capital Management LLC | 10,000 | $33.4 萬 | 0.01% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 10,047 | $33.2 萬 | 0.01% | −1,948−16.2% | 減碼 |
| Spirit of America Management Corp | 10,000 | $33.1 萬 | 0.07% | −4,000−28.6% | 減碼 |
| Needham Investment Management LLC | 10,000 | $33.1 萬 | 0.03% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 9,667 | $32.4 萬 | 0.01% | +5,517+132.9% | 加碼 |
| Belpointe Asset Management LLC | 9,758 | $32.3 萬 | 0.02% | +359+3.8% | 加碼 |
| Fullcircle Wealth LLC | 9,690 | $31.7 萬 | 0.13% | +9,690 | 新進 |
| EMC Capital Management | 9,488 | $31.4 萬 | 0.19% | 00.0% | 不變 |
| Capula Management Ltd | 9,486 | $31.4 萬 | 0.00% | +9,486 | 新進 |
| Private Advisor Group, LLC | 9,331 | $30.9 萬 | 0.00% | −247−2.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 9,159 | $30.3 萬 | 0.02% | +1,096+13.6% | 加碼 |
| Merit Financial Group, LLC | 9,055 | $29.9 萬 | 0.00% | +1,435+18.8% | 加碼 |
| Meeder Advisory Services, Inc. | 9,047 | $29.9 萬 | 0.02% | +605+7.2% | 加碼 |
| Linden Thomas Advisory Services, LLC | 8,908 | $29.5 萬 | 0.04% | +422+5.0% | 加碼 |
| Connable Office Inc | 8,883 | $29.4 萬 | 0.03% | −1,158−11.5% | 減碼 |
| Prelude Capital Management, LLC | 8,809 | $29.1 萬 | 0.03% | −11,802−57.3% | 減碼 |
| CFS Investment Advisory Services, LLC | 8,805 | $29.1 萬 | 0.03% | −116−1.3% | 減碼 |
| Engineers Gate Manager LP | 8,791 | $29.1 萬 | 0.00% | +8,791 | 新進 |
| First Eagle Investment Management, LLC | 8,613 | $28.5 萬 | 0.00% | +73+0.9% | 加碼 |
| Wealthedge Investment Advisors, LLC | 8,576 | $28.4 萬 | 0.13% | −8,691−50.3% | 減碼 |
| GAMMA Investing LLC | 8,398 | $27.8 萬 | 0.02% | +573+7.3% | 加碼 |
| Chesley Taft & Associates LLC | 8,280 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 8,238 | $27.2 萬 | 0.01% | −2,500−23.3% | 減碼 |
| Pitcairn Co | 8,182 | $27.1 萬 | 0.02% | −628−7.1% | 減碼 |
| Metis Global Partners, LLC | 8,145 | $26.9 萬 | 0.01% | 00.0% | 不變 |
| Horizon Investment Services, LLC | 8,050 | $26.6 萬 | 0.13% | +8,050 | 新進 |
| Impact Partnership Wealth, LLC | 7,993 | $26.4 萬 | 0.06% | −2,866−26.4% | 減碼 |
| Blueshift Asset Management, LLC | 7,955 | $26.3 萬 | 0.10% | +7,955 | 新進 |
| Shelton Capital Management | 7,942 | $26.3 萬 | 0.01% | −596−7.0% | 減碼 |
| Sigma Planning Corp | 7,927 | $26.2 萬 | 0.01% | −1,848−18.9% | 減碼 |
| Tectonic Advisors LLC | 7,890 | $26.1 萬 | 0.02% | +7,890 | 新進 |
| Avantax Advisory Services, Inc. | 7,859 | $26.0 萬 | 0.00% | +7,859 | 新進 |
| HB Wealth Management, LLC | 7,704 | $25.5 萬 | 0.00% | +91+1.2% | 加碼 |
| First Citizens Bank & Trust Co | 7,703 | $25.5 萬 | 0.01% | −3,950−33.9% | 減碼 |
| We Are One Seven, LLC | 7,627 | $25.2 萬 | 0.01% | +7,627 | 新進 |
| Gsa Capital Partners LLP | 7,538 | $24.9 萬 | 0.02% | +7,538 | 新進 |
| Manchester Financial Inc | 7,518 | $24.9 萬 | 0.06% | +7,518 | 新進 |
| Steel Peak Wealth Management LLC | 7,326 | $24.5 萬 | 0.01% | +7,326 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 7,371 | $24.4 萬 | 0.06% | +7,371 | 新進 |
| Captrust Financial Advisors | 7,352 | $24.3 萬 | 0.00% | −2,643−26.4% | 減碼 |
| Good Life Advisors, LLC | 7,345 | $24.3 萬 | 0.02% | +200+2.8% | 加碼 |
| Gamco Investors, Inc. Et Al | 7,200 | $23.8 萬 | 0.00% | +7,200 | 新進 |
| Beirne Wealth Consulting Services, LLC | 7,024 | $23.5 萬 | 0.08% | −500−6.6% | 減碼 |
| Davenport & Co LLC | 7,102 | $23.5 萬 | 0.00% | 00.0% | 不變 |
| Sym Financial Corp | 7,065 | $23.4 萬 | 0.03% | +7,065 | 新進 |
| Haverford Trust Co | 7,011 | $23.2 萬 | 0.00% | +7,011 | 新進 |
| Ballentine Partners, LLC | 7,002 | $23.2 萬 | 0.00% | +7,002 | 新進 |
| Lauer Wealth, LLC | 7,036 | $23.0 萬 | 0.18% | −104−1.5% | 減碼 |
| Red Door Wealth Management, LLC | 6,966 | $23.0 萬 | 0.03% | +6,966 | 新進 |
| Fifth Third Wealth Advisors LLC | 6,942 | $23.0 萬 | 0.01% | +6,942 | 新進 |
| Jeppson Wealth Management, LLC | 6,862 | $22.7 萬 | 0.08% | +6,862 | 新進 |
| Signaturefd, LLC | 6,841 | $22.6 萬 | 0.00% | +10.0% | 加碼 |
| Mutual Advisors, LLC | 6,917 | $22.6 萬 | 0.01% | −374−5.1% | 減碼 |
| Wesbanco Bank Inc | 6,789 | $22.5 萬 | 0.01% | +6,789 | 新進 |
| Partnership Wealth Management, LLC | 6,750 | $22.3 萬 | 0.19% | +6,750 | 新進 |
| Greenleaf Trust | 6,664 | $22.0 萬 | 0.00% | +6,664 | 新進 |
| Change Path, LLC | 6,631 | $21.9 萬 | 0.01% | +6,631 | 新進 |
| Diversify Advisory Services, LLC | 6,609 | $21.6 萬 | 0.01% | +6,609 | 新進 |
| Custom Index Systems, LLC | 6,525 | $21.6 萬 | 0.11% | +6,525 | 新進 |
| Blair William & Co | 6,516 | $21.5 萬 | 0.00% | +6,516 | 新進 |
| Ellis Investment Partners, LLC | 6,504 | $21.5 萬 | 0.04% | −2,575−28.4% | 減碼 |