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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-05-19Daniel S. Goldman D–NY-10SaleTraded 04-10 +39d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10SaleTraded 04-10 +39d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10Sale · partial (partial sale)Traded 03-01 LATE·47d$1K–$15K
2022-04-19John H. Rutherford R–FL-5SaleTraded 03-16 +34d$1K–$15K
2022-03-16John H. Rutherford R–FL-5PurchaseTraded 02-17 +27d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
472WRIGHT INVESTORS SERVICE INC$01
473FIRST FINANCIAL CORP /IN/$01
474TEACHER RETIREMENT SYSTEM OF TEXAS$01
475HARBOUR INVESTMENTS, INC.$01
476Brandywine Global Investment Management, LLC$01
477CENTAURUS FINANCIAL, INC.$01
478COMERICA BANK$01
479BLAIR WILLIAM & CO/IL$01
480HEARTLAND ADVISORS INC$01
481ONTARIO TEACHERS PENSION PLAN BOARD$01
482VIRGINIA RETIREMENT SYSTEMS ET Al$01
483TOMPKINS FINANCIAL CORP$01
484WEXFORD CAPITAL LP$01
485PARK AVENUE SECURITIES LLC$01
486COLDSTREAM CAPITAL MANAGEMENT INC$01
487EASTERN BANK$01
488TRUST CO OF VERMONT$01
489TCV Trust & Wealth Management, Inc.$01
490PRUDENTIAL FINANCIAL INC$01
491FLPUTNAM INVESTMENT MANAGEMENT CO$01
492CIBC Private Wealth Group LLC$01
493Magnetar Financial LLC$01
494NORGES BANK$01
495J.W. COLE ADVISORS, INC.$01
496Baker Avenue Asset Management, LP$01
497HOURGLASS CAPITAL, LLC$01
498Verition Fund Management LLC$01
499Convergence Investment Partners, LLC$01
500TWO SIGMA ADVISERS, LP$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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