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 3 季 13F 持有人
Ugi Corp 在 2025/9/30 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
- 569
- 較 2025 年第 2 季 −14 家
- 持有股數
- 1.96 億
- 較 2025 年第 2 季 +296.1 萬 (+1.5%)
- 總市值
- $65.3 億
- 較 2025 年第 2 季 −$5.11 億 (−7.3%)
- 新進機構
- 65
- 另有 207 家加碼
- 清倉機構
- 79
- 另有 203 家減碼
另有 11 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Caitlin John, LLC | 979 | $3.26 萬 | 0.02% | +979 | 新進 |
| Mather Group, LLC. | 987 | $3.28 萬 | 0.00% | +987 | 新進 |
| Princeton Global Asset Management LLC | 1,000 | $3.33 萬 | 0.01% | +1,000 | 新進 |
| Flagship Wealth Advisors, LLC | 1,049 | $3.49 萬 | 0.01% | 00.0% | 不變 |
| Kimelman & Baird, LLC | 1,050 | $3.49 萬 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $3.67 萬 | 0.00% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 1,258 | $4.18 萬 | 0.00% | 00.0% | 不變 |
| Tompkins Financial Corp | 1,262 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Vision Financial Markets LLC | 1,275 | $4.24 萬 | 0.04% | 00.0% | 不變 |
| Bare Financial Services, Inc | 1,345 | $4.47 萬 | 0.01% | +685+103.8% | 加碼 |
| MAI Capital Management | 1,364 | $4.54 萬 | 0.00% | −812−37.3% | 減碼 |
| Duncker Streett & Co Inc | 1,500 | $4.99 萬 | 0.01% | 00.0% | 不變 |
| Bessemer Group Inc | 1,553 | $5.20 萬 | 0.00% | +771+98.6% | 加碼 |
| Fairman Group, LLC | 1,785 | $6.00 萬 | 0.05% | 00.0% | 不變 |
| Atlantic Edge Private Wealth Management, LLC | 1,830 | $6.09 萬 | 0.02% | 00.0% | 不變 |
| Central Trust Co | 1,832 | $6.09 萬 | 0.00% | −383−17.3% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 1,880 | $6.25 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,895 | $6.30 萬 | 0.00% | −1,320−41.1% | 減碼 |
| United Community Bank | 1,945 | $6.47 萬 | 0.02% | +80+4.3% | 加碼 |
| Capital Advisors, Ltd. LLC | 1,968 | $6.50 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 1,959 | $6.52 萬 | 0.00% | +1,510+336.3% | 加碼 |
| Smartleaf Asset Management LLC | 2,027 | $6.73 萬 | 0.00% | +326+19.2% | 加碼 |
| Beaird Harris Wealth Management, LLC | 2,262 | $7.52 萬 | 0.01% | +12+0.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,330 | $7.75 萬 | 0.00% | +1,279+121.7% | 加碼 |
| Cullen/Frost Bankers, Inc. | 2,373 | $7.89 萬 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 2,435 | $8.10 萬 | 0.02% | +2,435 | 新進 |
| Hantz Financial Services, Inc. | 2,451 | $8.20 萬 | 0.00% | +321+15.1% | 加碼 |
| Ameritas Advisory Services, LLC | 2,506 | $8.34 萬 | 0.01% | −82−3.2% | 減碼 |
| Wealth Preservation Advisors, LLC | 2,660 | $8.85 萬 | 0.05% | +28+1.1% | 加碼 |
| Sound Income Strategies, LLC | 2,833 | $9.04 萬 | 0.00% | −315−10.0% | 減碼 |
| Umb Bank N A | 2,798 | $9.31 萬 | 0.00% | +169+6.4% | 加碼 |
| Massmutual Trust Co FSB | 2,807 | $9.34 萬 | 0.00% | −1,569−35.9% | 減碼 |
| Security National Bank | 3,018 | $10.0 萬 | 0.02% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 3,185 | $10.6 萬 | 0.04% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 3,305 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 3,280 | $10.9 萬 | 0.00% | +80+2.5% | 加碼 |
| CoreCap Advisors, LLC | 3,348 | $11.1 萬 | 0.00% | +3,217+2,455.7% | 加碼 |
| Private Wealth Asset Management, LLC | 3,350 | $11.1 萬 | 0.01% | −240−6.7% | 減碼 |
| SBI Securities Co., Ltd. | 3,380 | $11.2 萬 | 0.00% | +172+5.4% | 加碼 |
| Nomura Asset Management Co Ltd | 3,410 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 3,600 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Missouri Trust & Investment Co | 3,600 | $12.0 萬 | 0.04% | 00.0% | 不變 |
| Shell Asset Management Co | 3,627 | $12.1 萬 | 0.01% | −5,291−59.3% | 減碼 |
| SRS Capital Advisors, Inc. | 3,681 | $12.2 萬 | 0.00% | +1,080+41.5% | 加碼 |
| Abich Financial Wealth Management LLC | 3,710 | $12.3 萬 | 0.04% | +3,710 | 新進 |
| Hartford Financial Management Inc. | 3,754 | $12.5 萬 | 0.03% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 3,905 | $13.0 萬 | 0.00% | +1,889+93.7% | 加碼 |
| Parallel Advisors, LLC | 4,268 | $14.2 萬 | 0.00% | +118+2.8% | 加碼 |
| BFSG, LLC | 4,530 | $15.1 萬 | 0.01% | +4,530 | 新進 |
| Rockefeller Capital Management L.P. | 4,555 | $15.2 萬 | 0.00% | +4,555 | 新進 |
| Bryn Mawr Trust Co | 4,571 | $15.2 萬 | 0.00% | −2,583−36.1% | 減碼 |
| Quent Capital, LLC | 4,901 | $16.3 萬 | 0.01% | +4,901 | 新進 |
| Ronald Blue Trust, Inc. | 5,095 | $16.9 萬 | 0.00% | +885+21.0% | 加碼 |
| STRS Ohio | 5,142 | $17.1 萬 | 0.00% | −64,195−92.6% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 5,273 | $17.5 萬 | 0.09% | −3,861−42.3% | 減碼 |
| Wexford Capital LP | 5,409 | $18.0 萬 | 0.05% | −21,554−79.9% | 減碼 |
| JFS Wealth Advisors, LLC | 5,886 | $19.6 萬 | 0.01% | −17−0.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 5,976 | $19.9 萬 | 0.01% | −1,345−18.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 6,016 | $20.0 萬 | 0.00% | −279−4.4% | 減碼 |
| Perigon Wealth Management, LLC | 6,045 | $20.1 萬 | 0.00% | −85−1.4% | 減碼 |
| Salvus Wealth Management, LLC | 6,060 | $20.2 萬 | 0.11% | +40+0.7% | 加碼 |
| Quarry LP | 6,166 | $20.5 萬 | 0.05% | +3,705+150.5% | 加碼 |
| Harvest Investment Services, LLC | 6,223 | $20.7 萬 | 0.04% | +6,223 | 新進 |
| Allworth Financial LP | 6,263 | $20.8 萬 | 0.00% | +185+3.0% | 加碼 |
| CIBC Asset Management Inc | 6,477 | $21.5 萬 | 0.00% | 00.0% | 不變 |
| We Are One Seven, LLC | 6,498 | $21.6 萬 | 0.00% | −267−3.9% | 減碼 |
| Ellis Investment Partners, LLC | 6,520 | $21.7 萬 | 0.04% | −58−0.9% | 減碼 |
| Jeppson Wealth Management, LLC | 6,610 | $22.0 萬 | 0.07% | −252−3.7% | 減碼 |
| Blair William & Co | 6,616 | $22.0 萬 | 0.00% | +213+3.3% | 加碼 |
| Linden Thomas Advisory Services, LLC | 6,672 | $22.2 萬 | 0.02% | −64−1.0% | 減碼 |
| Partnership Wealth Management, LLC | 6,750 | $22.5 萬 | 0.17% | 00.0% | 不變 |
| Signaturefd, LLC | 6,848 | $22.8 萬 | 0.00% | +16+0.2% | 加碼 |
| Sigma Planning Corp | 6,901 | $23.0 萬 | 0.01% | −865−11.1% | 減碼 |
| Atomi Financial Group, Inc. | 6,963 | $23.2 萬 | 0.01% | +1,280+22.5% | 加碼 |
| Red Door Wealth Management, LLC | 6,966 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| Haverford Trust Co | 7,010 | $23.3 萬 | 0.00% | −61−0.9% | 減碼 |
| Sym Financial Corp | 7,057 | $23.5 萬 | 0.03% | −36−0.5% | 減碼 |
| Ellevest, Inc. | 7,067 | $23.5 萬 | 0.03% | +7,067 | 新進 |
| Covestor Ltd | 7,163 | $23.8 萬 | 0.13% | +485+7.3% | 加碼 |
| Davenport & Co LLC | 7,217 | $24.0 萬 | 0.00% | +115+1.6% | 加碼 |
| Group One Trading, L.P. | 7,237 | $24.1 萬 | 0.01% | +7,237 | 新進 |
| Elevated Capital Advisors, LLC | 7,322 | $24.4 萬 | 0.06% | +7,322 | 新進 |
| Evergreen Capital Management LLC | 7,390 | $24.7 萬 | 0.01% | +7,390 | 新進 |
| Ballentine Partners, LLC | 7,519 | $25.0 萬 | 0.00% | +223+3.1% | 加碼 |
| Coldstream Capital Management Inc | 7,519 | $25.0 萬 | 0.00% | +7,519 | 新進 |
| Fifth Third Wealth Advisors LLC | 7,520 | $25.0 萬 | 0.01% | +106+1.4% | 加碼 |
| Beirne Wealth Consulting Services, LLC | 7,464 | $25.1 萬 | 0.06% | +440+6.3% | 加碼 |
| Family Management Corp | 7,551 | $25.1 萬 | 0.03% | +7,551 | 新進 |
| Change Path, LLC | 7,702 | $25.6 萬 | 0.01% | +15+0.2% | 加碼 |
| Global Retirement Partners, LLC | 7,796 | $25.9 萬 | 0.01% | +3,206+69.8% | 加碼 |
| Empowered Funds, LLC | 7,871 | $26.2 萬 | 0.00% | +7,871 | 新進 |
| Lazard Asset Management LLC | 7,921 | $26.3 萬 | 0.00% | −158,616−95.2% | 減碼 |
| Accurate Wealth Management, LLC | 8,295 | $26.4 萬 | 0.04% | −1,378−14.2% | 減碼 |
| Mirabella Financial Services LLP | 8,111 | $27.0 萬 | 0.02% | +8,111 | 新進 |
| Camden Capital, LLC | 8,241 | $27.4 萬 | 0.02% | +8,241 | 新進 |
| Tectonic Advisors LLC | 8,252 | $27.4 萬 | 0.01% | −681−7.6% | 減碼 |
| Chesley Taft & Associates LLC | 8,280 | $27.5 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 8,458 | $28.1 萬 | 0.00% | −395−4.5% | 減碼 |
| FORA Capital, LLC | 8,466 | $28.2 萬 | 0.05% | +8,466 | 新進 |
| MidWestOne Financial Group, Inc. | 8,482 | $28.2 萬 | 0.03% | +8,482 | 新進 |