Public record / Tickers / UGI

UGI — UGI CORP /PA/†

Both disclosure regimes on one name: who in Congress filed about UGI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
5
all PTR rows naming UGI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-19
filed 2023-05-19
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $1.0K–$15.0K

SELL · traded 2023-04-10 → filed 2023-05-19. Ranked over every UGI row by the provable lower bound, never a point estimate.

No member disclosed UGI in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated UGI rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING UGI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning UGI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-05-19Daniel S. Goldman D–NY-10SELLTraded 04-10 +39d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10SELLTraded 04-10 +39d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10SELL partial (partial sale)Traded 03-01 LATE·47d$1K–$15K
2022-04-19John H. Rutherford R–FL-5SELLTraded 03-16 +34d$1K–$15K
2022-03-16John H. Rutherford R–FL-5BUYTraded 02-17 +27d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 5 ↗

Members active in UGI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed UGI in the trailing 12 months.

Congress ↔ notable managers · UGI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $3.1M held
Trimming
1 Miller Value Partners $4.4M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · UGI CORP NEW

Merged timeline of congressional filings and notable-manager moves on UGI
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FADD+17,472 sh
2026-05-15Miller Value Partners 13FTRIM−141,000 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of UGI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$935M1
2FMR LLC$513M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$435M1
4VANGUARD CAPITAL MANAGEMENT LLC$350M1
5STATE STREET CORP$248M1
6SNYDER CAPITAL MANAGEMENT L P$195M1
7FULLER & THALER ASSET MANAGEMENT, INC.$195M1
8GEODE CAPITAL MANAGEMENT, LLC$164M1
9NORTHERN TRUST CORP$128M1
10MORGAN STANLEY$112M1
11DIMENSIONAL FUND ADVISORS LP$106M1
12Bank of New York Mellon Corp$105M1
13Invesco Ltd.$99.8M1
14Hamlin Capital Management, LLC$96.1M1
15Mitsubishi UFJ Trust & Banking Corp$90.5M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$89.7M1
17FEDERATED HERMES, INC.$71.8M1
18MANUFACTURERS LIFE INSURANCE COMPANY, THE$68.7M1
19JUPITER ASSET MANAGEMENT LTD$64.5M1
20AMERIPRISE FINANCIAL INC$60.3M1
21ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$58.0M1
22FIRST TRUST ADVISORS LP$55.4M1
23VANGUARD FIDUCIARY TRUST CO$48.5M1
24Bragg Financial Advisors, Inc$48.1M1
25Lansforsakringar Fondforvaltning AB (publ)$47.7M1
26Energy Income Partners, LLC$46.7M1
27VICTORY CAPITAL MANAGEMENT INC$44.0M1
28DIAMOND HILL CAPITAL MANAGEMENT INC$43.9M1
29Artisan Partners Limited Partnership$43.8M1
30MACKENZIE FINANCIAL CORP$39.5M1
31PRIVATE MANAGEMENT GROUP INC$34.8M1
32AQR CAPITAL MANAGEMENT LLC$33.7M1
33ROYAL BANK OF CANADA$31.9M1
34RAYMOND JAMES FINANCIAL INC$29.1M1
35Man Group plc$28.4M1
36River Road Asset Management, LLC$28.4M1
37BANK OF AMERICA CORP /DE/$28.0M1
38Arbejdsmarkedets Tillaegspension$25.3M1
39Squarepoint Ops LLC$24.7M1
40SEI INVESTMENTS CO$24.5M1
41Qube Research & Technologies Ltd$24.2M1
42UBS Group AG$24.0M1
43MASSACHUSETTS FINANCIAL SERVICES CO /MA/$24.0M1
44Cresset Asset Management, LLC$23.5M1
45UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$22.8M1
46Retirement Systems of Alabama$22.3M1
47BALYASNY ASSET MANAGEMENT L.P.$21.7M1
48Allianz Asset Management GmbH$21.6M1
49DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$21.5M1
50Nuveen, LLC$21.5M1
51D. E. Shaw & Co., Inc.$18.5M1
52PRINCIPAL FINANCIAL GROUP INC$17.4M1
53BURNEY CO/$17.0M1
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$16.8M1
55LPL Financial LLC$16.2M1
56FRANKLIN RESOURCES INC$15.9M1
57WEDGE CAPITAL MANAGEMENT L L P/NC$15.8M1
58Swiss National Bank$15.5M1
59KENNEDY CAPITAL MANAGEMENT LLC$15.4M1
60WELLINGTON MANAGEMENT GROUP LLP$14.9M1
61ALLIANCEBERNSTEIN L.P.$14.5M1
62MILLENNIUM MANAGEMENT LLC$14.3M1
63Callodine Capital Management, LP$14.1M1
64BW Gestao de Investimentos Ltda.$13.8M1
65RENAISSANCE TECHNOLOGIES LLC$13.1M1
66Quantinno Capital Management LP$13.0M1
67Legal & General Group Plc$12.9M1
68SIR Capital Management, L.P.$12.8M1
69HENNESSY ADVISORS INC$12.6M1
70Oxbow Advisors, LLC$11.9M1
71RPG Investment Advisory, LLC$10.4M1
72WELLS FARGO & COMPANY/MN$10.2M1
73Crossmark Global Holdings, Inc.$10.1M1
74Sanctuary Advisors, LLC$10.1M1
75Sourcerock Group LLC$9.8M1
76Universal- Beteiligungs- und Servicegesellschaft mbH$9.4M1
77Cyndeo Wealth Partners, LLC$9.1M1
78Hudson Bay Capital Management LP$8.5M1
79VOYA INVESTMENT MANAGEMENT LLC$8.2M1
80STANSBERRY ASSET MANAGEMENT, LLC$8.1M1
81Empowered Funds, LLC$7.4M1
82PICTON MAHONEY ASSET MANAGEMENT$7.1M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.9M1
84CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$6.7M1
85BARCLAYS PLC$6.4M1
86FIFTH THIRD BANCORP$6.3M1
87VANGUARD ASSET MANAGEMENT, Ltd$6.2M1
88HighTower Advisors, LLC$6.1M1
89BANK OF MONTREAL /CAN/$5.6M1
90Illinois Municipal Retirement Fund$5.2M1
91Cerity Partners LLC$5.1M1
92ENVESTNET ASSET MANAGEMENT INC$4.8M1
93COMMONWEALTH EQUITY SERVICES, LLC$4.8M1
94Covalis Capital LLP$4.8M1
95CITADEL ADVISORS LLC$4.6M1
96Northwest & Ethical Investments L.P.$4.5M1
97XTX Topco Ltd$4.5M1
98MILLER VALUE PARTNERS, LLC$4.4M1
99STATE OF WISCONSIN INVESTMENT BOARD$4.3M1
100EDMP, INC.$4.3M1
101Pictet Asset Management Holding SA$4.3M1
102NISA INVESTMENT ADVISORS, LLC$4.2M1
103Brevan Howard Capital Management LP$4.2M1
104NEW YORK STATE COMMON RETIREMENT FUND$4.0M1
105Advisors Asset Management, Inc.$4.0M1
106MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.9M1
107MetLife Investment Management, LLC$3.8M1
108STIFEL FINANCIAL CORP$3.8M1
109SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.8M1
110INTECH INVESTMENT MANAGEMENT LLC$3.7M1
111Synergy Asset Management, LLC$3.7M1
112Janus Henderson Group Ltd.$3.6M1
113Schonfeld Strategic Advisors LLC$3.5M1
114OPPENHEIMER & CO INC$3.5M1
115Bill Few Associates, Inc.$3.4M1
116NewEdge Advisors, LLC$3.4M1
117EVOLVE PRIVATE WEALTH, LLC$3.3M1
118MARTINGALE ASSET MANAGEMENT L P$3.3M1
119AMERICAN CENTURY COMPANIES INC$3.3M1
120Ensign Peak Advisors, Inc$3.2M1
121Atom Investors LP$3.2M1
122Vanguard Global Advisers, LLC$3.1M1
123Bridgewater Associates, LP$3.1M1
124Zurcher Kantonalbank (Zurich Cantonalbank)$3.0M1
125MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.0M1
126Creative Planning$3.0M1
127NewEdge Wealth, LLC$2.9M1
128NATIONAL BANK OF CANADA /FI/$2.9M1
129Oak Thistle LLC$2.9M1
130Ethic Inc.$2.9M1
131BOOTHBAY FUND MANAGEMENT, LLC$2.7M1
132CITIGROUP INC$2.7M1
133Cetera Investment Advisers$2.7M1
134NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.7M1
135EASTERLY INVESTMENT PARTNERS LLC$2.6M1
136Engineers Gate Manager LP$2.6M1
137TWO SIGMA INVESTMENTS, LP$2.6M1
138Quantbot Technologies LP$2.6M1
139Elo Mutual Pension Insurance Co$2.5M1
140GUGGENHEIM CAPITAL LLC$2.5M1
141PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.5M1
142YOUSIF CAPITAL MANAGEMENT, LLC$2.4M1
143KLP KAPITALFORVALTNING AS$2.4M1
144M&T BANK CORP$2.4M1
145COZAD ASSET MANAGEMENT INC$2.3M1
146MERCER GLOBAL ADVISORS INC /ADV$2.3M1
147State of New Jersey Common Pension Fund D$2.2M1
148ALPS ADVISORS INC$2.2M1
149Vanguard Personalized Indexing Management, LLC$2.2M1
150FIRST NATIONAL TRUST CO$2.2M1
151Arizona State Retirement System$2.1M1
152HANCOCK WHITNEY CORP$2.1M1
153DEUTSCHE BANK AG\$2.1M1
154Steward Partners Investment Advisory, LLC$2.1M1
155MSH Capital Advisors LLC$2.1M1
156O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.1M1
157MANNING & NAPIER ADVISORS LLC$2.0M1
158Aventail Capital Group, LP$2.0M1
159HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.0M1
160Vanguard Investments Australia, Ltd.$2.0M1
161COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
162Pathstone Holdings, LLC$1.9M1
163STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
164Amundi$1.9M1
165RBF Capital, LLC$1.8M1
166Walleye Capital LLC$1.8M1
167Jacobi Capital Management LLC$1.8M1
168Kendall Capital Management$1.8M1
169CI INVESTMENTS INC.$1.8M1
170NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.8M1
171FOX RUN MANAGEMENT, L.L.C.$1.7M1
172CANADA PENSION PLAN INVESTMENT BOARD$1.7M1
173OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
174CIBC Bancorp USA Inc.$1.6M1
175CHOREO, LLC$1.6M1
176LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.5M1
177OSAIC HOLDINGS, INC.$1.5M1
178Focus Partners Wealth$1.5M1
179Aristotle Capital Boston, LLC$1.5M1
180Cornerstone Select Advisors, LLC$1.5M1
181Ameritas Investment Partners, Inc.$1.4M1
182Huntleigh Advisors, Inc.$1.4M1
183CPC Advisors, LLC$1.4M1
184Applied Finance Capital Management, LLC$1.4M1
185Corient Private Wealth LLC$1.4M1
186Argyle Capital Management, LLC$1.3M1
187Grantham, Mayo, Van Otterloo & Co. LLC$1.3M1
188Tidal Investments LLC$1.3M1
189HSBC HOLDINGS PLC$1.3M1
190WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M1
191Abundance Wealth Counselors$1.2M1
192CastleKnight Management LP$1.2M1
193GLENMEDE TRUST CO NA$1.1M1
194Nordwand Advisors, LLC$1.1M1
195Envestnet Portfolio Solutions, Inc.$1.1M1
196Mariner, LLC$1.1M1
197AXQ CAPITAL, LP$1.1M1
198Mork Capital Management, LLC$1.1M1
199XPONANCE LLC$1.1M1
200Loudon Investment Management, LLC$1.1M1
201FIRST CITIZENS BANK & TRUST CO$1.1M1
202Merit Financial Group, LLC$1.0M1
203INCEPTIONR LLC$1.0M1
204Summit Trail Advisors, LLC$1.0M1
205Investors Research Corp$1.0M1
206NAPLES GLOBAL ADVISORS, LLC$994K1
207Baird Financial Group, Inc.$993K1
208GREAT LAKES ADVISORS, LLC$977K1
209Csenge Advisory Group$950K1
210WOLVERINE ASSET MANAGEMENT LLC$914K1
211SummitTX Capital, L.P.$909K1
212Kestra Advisory Services, LLC$890K1
213Measured Wealth Private Client Group, LLC$886K1
214Atria Investments, Inc$883K1
215Clear Harbor Asset Management, LLC$830K1
216EXCHANGE TRADED CONCEPTS, LLC$808K1
217PRUDENTIAL PLC$806K1
218MML INVESTORS SERVICES, LLC$791K1
219WBI INVESTMENTS, LLC$790K1
220STOREBRAND ASSET MANAGEMENT AS$787K1
221Fieldview Capital Management, LLC$784K1
222Global Financial Private Client, LLC$781K1
223NATIXIS$771K1
224PANAGORA ASSET MANAGEMENT INC$769K1
225Mirae Asset Global Investments Co., Ltd.$744K1
226Live Oak Investment Partners$736K1
227CWM, LLC$718K1
228Swiss Life Asset Management Ltd$701K1
229Cambria Investment Management, L.P.$699K1
230Centiva Capital, LP$694K1
231CHILDRESS CAPITAL ADVISORS, LLC$686K1
232OCCUDO QUANTITATIVE STRATEGIES LP$669K1
233FIL Ltd$665K1
234Prospera Financial Services Inc$663K1
235Wealthspire Advisors, LLC$645K1
236EP Wealth Advisors, LLC$643K1
237Asset Management One Co., Ltd.$642K1
238Ascent Group, LLC$639K1
239Apella Capital, LLC$633K1
240COMMERCE BANK$616K1
241ARISTEIA CAPITAL, L.L.C.$611K1
242denkapparat Operations GmbH$601K1
243AVIVA PLC$601K1
244&PARTNERS$594K1
245Laird Norton Wetherby Trust Company, LLC$590K1
246Dynamic Technology Lab Private Ltd$584K1
247JANE STREET GROUP, LLC$584K1
248AE Wealth Management LLC$581K1
249SECURIAN ASSET MANAGEMENT, INC$576K1
250RD Lewis Holdings, Inc.$564K1
251Sequoia Financial Advisors, LLC$545K1
252Waverly Advisors, LLC$545K1
253Triad Wealth Partners, LLC$541K1
254Alpha Omega Wealth Management LLC$538K1
255Carnegie Investment Counsel$521K1
256Federation des caisses Desjardins du Quebec$513K1
257OPPENHEIMER ASSET MANAGEMENT INC.$498K1
258Family Manage LLC$480K1
259Horizon Investment Services, LLC$472K1
260Qsemble Capital Management, LP$468K1
261QUADRANT CAPITAL GROUP LLC$463K1
262HARRELL INVESTMENT PARTNERS, LLC$459K1
263Private Advisor Group, LLC$442K1
264First Eagle Investment Management, LLC$426K1
265Vident Advisory, LLC$422K1
266MIRABELLA FINANCIAL SERVICES LLP$421K1
267Utah Retirement Systems$419K1
268DnB Asset Management AS$418K1
269RHS Financial, LLC$416K1
270V2 Financial group LLC$410K1
271Banco Santander, S.A.$388K1
272RESTON WEALTH MANAGEMENT LLC$383K1
273ZACKS INVESTMENT MANAGEMENT$379K1
274Forvis Mazars Wealth Advisors, LLC$377K1
275Inspire Investing, LLC$371K1
276Gallagher Fiduciary Advisors, LLC$369K1
277HOWLAND CAPITAL MANAGEMENT LLC$368K1
278Maryland State Retirement & Pension System$366K1
279FULTON BANK, N.A.$366K1
280D.A. DAVIDSON & CO.$366K1
281NEEDHAM INVESTMENT MANAGEMENT LLC$364K1
282US BANCORP \DE\$364K1
283Ascentis Independent Advisors$363K1
284Trexquant Investment LP$347K1
285Investment Research Partners LLC$346K1
286CLARK FINANCIAL SERVICES GROUP INC /BD$342K1
287LEUTHOLD GROUP, LLC$338K1
288MMA ASSET MANAGEMENT LLC$335K1
289MGO ONE SEVEN LLC$334K1
290UNITED CAPITAL FINANCIAL ADVISORS, LLC$333K1
291Meeder Advisory Services, Inc.$331K1
292QRG CAPITAL MANAGEMENT, INC.$321K1
293CFS Investment Advisory Services, LLC$320K1
294HB Wealth Management, LLC$319K1
295ProShare Advisors LLC$314K1
296Chesley Taft & Associates LLC$302K1
297Compound Planning, Inc.$286K1
298CONNABLE OFFICE INC$285K1
299BENJAMIN EDWARDS INC$283K1
300Ellis Investment Partners, LLC$282K1
301Belpointe Asset Management LLC$275K1
302EVERGREEN CAPITAL MANAGEMENT LLC$272K1
303Lido Advisors, LLC$270K1
304Rockefeller Capital Management L.P.$270K1
305Accurate Wealth Management, LLC$264K1
306Sterling Capital Management LLC$263K1
307SHELTON CAPITAL MANAGEMENT$263K1
308Beirne Wealth Consulting Services, LLC$258K1
309WINTON GROUP Ltd$258K1
310CFO4Life Group, LLC$257K1
311Ballentine Partners, LLC$256K1
312SYM FINANCIAL Corp$256K1
313Haverford Trust Co$255K1
314Red Door Wealth Management, LLC$254K1
315Perigon Wealth Management, LLC$253K1
316SIGNATUREFD, LLC$250K1
317Brooklyn Investment Group$245K1
318EntryPoint Capital, LLC$243K1
319Smartleaf Asset Management LLC$241K1
320TRUIST FINANCIAL CORP$240K1
321Sigma Planning Corp$239K1
322DAVENPORT & Co LLC$237K1
323CIBC Asset Management Inc$236K1
324PFG Investments, LLC$235K1
325Linden Thomas Advisory Services, LLC$234K1
326UMB Bank, n.a.$232K1
327HBK Sorce Advisory LLC$230K1
328North Dakota State Investment Board$229K1
329Vise Technologies, Inc.$229K1
330Avior Wealth Management, LLC$226K1
331LSV ASSET MANAGEMENT$226K1
332BEACON FINANCIAL GROUP$225K1
333INVESTED ADVISORS$224K1
334Walleye Trading LLC$223K1
335BFSG, LLC$220K1
336Graham Capital Management, L.P.$219K1
337GREAT VALLEY ADVISOR GROUP, INC.$219K1
338JFS WEALTH ADVISORS, LLC$216K1
339Avantax Planning Partners, Inc.$209K1
340Guardian Partners Inc.$209K1
341Ameritas Advisory Services, LLC$208K1
342BNP Paribas Asset Management Holding S.A.$206K1
343GeoWealth Management, LLC$204K1
344Stone House Investment Management, LLC$203K1
345Quantum Portfolio Management LLC$203K1
346MONECO ADVISORS, LLC$202K1
347Convergence Financial, LLC$201K1
348Harvest Investment Services, LLC$201K1
349IHT Wealth Management, LLC$201K1
350Eurizon Capital SGR S.p.A.$195K1
351Allworth Financial LP$192K1
352OP Asset Management Ltd$181K1
353New Age Alpha Advisors, LLC$180K1
354Arax Advisory Partners$162K1
355NOMURA ASSET MANAGEMENT CO LTD$158K1
356SIMPLEX TRADING, LLC$150K1
357Hartford Financial Management Inc.$137K1
358Larson Financial Group LLC$132K1
359Missouri Trust & Investment Co$131K1
360SBI Securities Co., Ltd.$125K1
361Private Wealth Asset Management, LLC$117K1
362Wilmington Savings Fund Society, FSB$111K1
363Security National Bank$110K1
364SITTNER & NELSON, LLC$109K1
365Blue Trust, Inc.$105K1
366Quarry LP$103K1
367MAI Capital Management$89.4K1
368Annis Gardner Whiting Capital Advisors, LLC$79.3K1
369Fairman Group, LLC$65.7K1
370BEACON INVESTMENT ADVISORY SERVICES, INC.$65.6K1
371Atlantic Edge Private Wealth Management, LLC$64.3K1
372CENTRAL TRUST Co$57.6K1
373DUNCKER STREETT & CO INC$54.6K1
374HM PAYSON & CO$50.7K1
375VISION FINANCIAL MARKETS LLC$46.4K1
376Deseret Mutual Benefit Administrators$42.8K1
377NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$40.6K1
378Kimelman & Baird, LLC$38.2K1
379THRIVENT FINANCIAL FOR LUTHERANS$36.6K1
380Caitlin John, LLC$35.6K1
381Mitsubishi UFJ Asset Management Co., Ltd.$34.6K1
382ENTRUST FINANCIAL LLC$33.4K1
383Pinnacle Wealth Planning Services, Inc.$33.3K1
384Altshuler Shaham Ltd$32.1K1
385WPG Advisers, LLC$29.9K1
386Manchester Capital Management LLC$29.8K1
387Cassaday & Co Wealth Management LLC$28.7K1
388Caldwell Trust Co$27.0K1
389MATHER GROUP, LLC.$26.1K1
390PRIVATE TRUST CO NA$25.5K1
391Elevated Capital Advisors, LLC$24.0K1
392ALERUS FINANCIAL NA$23.5K1
393Asset Dedication, LLC$23.4K1
394True Wealth Design, LLC$20.4K1
395Bayforest Capital Ltd$17.7K1
396INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$16.5K1
397Parkside Financial Bank & Trust$14.6K1
398Owl Creek Wealth Partners LLC$14.0K1
399MCF Advisors LLC$13.8K1
400Private Wealth Management Group, LLC$13.4K1
401Clearstead Trust, LLC$12.8K1
402Addison Advisors LLC$11.9K1
403JNBA Financial Advisors$10.7K1
404CVA Family Office, LLC$9.2K1
405Elequin Capital, LP$7.8K1
406Community Financial Services Group, LLC$7.8K1
407NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.7K1
408Triumph Capital Management$7.5K1
409FARMERS & MERCHANTS INVESTMENTS INC$7.1K1
410FOSTER & MOTLEY INC$6.6K1
411Keating Financial Advisory Services, Inc.$6.2K1
412Prestige Wealth Management Group LLC$6.2K1
413Wall Street Financial Group, Inc.$6.0K1
414Bell Investment Advisors, Inc$5.1K1
415CANADA LIFE ASSURANCE Co$5.1K1
416Sachetta, LLC$4.8K1
417ASSETMARK, INC$4.3K1
418AMALGAMATED BANK$3.9K1
419West Financial Advisors, LLC$3.8K1
420Signature Resources Capital Management, LLC$3.8K1
421ALGERT GLOBAL LLC$3.6K1
422ARMSTRONG ADVISORY GROUP, INC$3.5K1
423Treasurer of the State of North Carolina$3.4K1
424NATIXIS ADVISORS, LLC$3.0K1
425KBC Group NV$2.8K1
426Clearstead Advisors, LLC$2.7K1
427BROWN, LISLE/CUMMINGS, INC.$2.5K1
428TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.4K1
429WealthCollab, LLC$2.0K1
430First Pacific Financial$1.9K1
431SouthState Bank Corp$1.8K1
432ELEVATION WEALTH PARTNERS, LLC$1.8K1
433Kilter Group LLC$1.7K1
434Signature Equity Partners, LLC$1.7K1
435GSA CAPITAL PARTNERS LLP$1.7K1
436Physician Wealth Advisors, Inc.$1.6K1
437Spire Wealth Management$1.6K1
438Vestcor Inc$1.4K1
439Nemes Rush Group LLC$1.4K1
440South Dakota Investment Council$1.4K1
441NBT BANK, N.A.$1.3K1
442SJS Investment Consulting Inc.$1.2K1
443DiNuzzo Private Wealth, Inc.$1.1K1
444Archer Investment Corp$1.1K1
445Coastline Trust Co$1.1K1
446Cromwell Holdings LLC$1.1K1
447CHASE INVESTMENT COUNSEL CORP$1.0K1
448PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$8131
449State of Alaska, Department of Revenue$7931
450SHP Wealth Management$6911
451Transamerica Financial Advisors, LLC$6551
452DekaBank Deutsche Girozentrale$6161
453MV CAPITAL MANAGEMENT, INC.$4741
454Grove Bank & Trust$4731
455HFM Investment Advisors, LLC$4731
456Beaird Harris Wealth Management, LLC$4381
457Vermillion Wealth Management, Inc.$4371
458Rakuten Securities, Inc.$4011
459Rialto Wealth Management, LLC$4011
460Quaker Wealth Management, LLC$3651
461Atlantic Union Bankshares Corp$2911
462Harvest Fund Management Co., Ltd$2351
463FINANCIAL CONSULATE, INC$1831
464Hilton Head Capital Partners, LLC$1461
465HAZLETT, BURT & WATSON, INC.$1271
466American Capital Advisory, LLC$1101
467Capital Advisors, Ltd. LLC$721
468Employees Retirement System of Texas$371
469CX Institutional$341
470Raleigh Capital Management Inc.$311
471VANGUARD GROUP INC— value not disclosed1
472WRIGHT INVESTORS SERVICE INC— value not disclosed1
473FIRST FINANCIAL CORP /IN/— value not disclosed1
474TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
475HARBOUR INVESTMENTS, INC.— value not disclosed1
476Brandywine Global Investment Management, LLC— value not disclosed1
477CENTAURUS FINANCIAL, INC.— value not disclosed1
478COMERICA BANK— value not disclosed1
479BLAIR WILLIAM & CO/IL— value not disclosed1
480HEARTLAND ADVISORS INC— value not disclosed1
481ONTARIO TEACHERS PENSION PLAN BOARD— value not disclosed1
482VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
483TOMPKINS FINANCIAL CORP— value not disclosed1
484WEXFORD CAPITAL LP— value not disclosed1
485PARK AVENUE SECURITIES LLC— value not disclosed1
486COLDSTREAM CAPITAL MANAGEMENT INC— value not disclosed1
487EASTERN BANK— value not disclosed1
488TRUST CO OF VERMONT— value not disclosed1
489TCV Trust & Wealth Management, Inc.— value not disclosed1
490PRUDENTIAL FINANCIAL INC— value not disclosed1
491FLPUTNAM INVESTMENT MANAGEMENT CO— value not disclosed1
492CIBC Private Wealth Group LLC— value not disclosed1
493Magnetar Financial LLC— value not disclosed1
494NORGES BANK— value not disclosed1
495J.W. COLE ADVISORS, INC.— value not disclosed1
496Baker Avenue Asset Management, LP— value not disclosed1
497HOURGLASS CAPITAL, LLC— value not disclosed1
498Verition Fund Management LLC— value not disclosed1
499Convergence Investment Partners, LLC— value not disclosed1
500TWO SIGMA ADVISERS, LP— value not disclosed1
Truncated by Public Filings. Every one of the 470 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on UGI

RETAINED WINDOW · ACTIVE HITS

Zero hits on UGI in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for UGI · financials and macro

Financials — as filed PLANNED

UGI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: UGI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing