13F

Stock

Ugi Corp New

Ticker not mapped · held by 10 managers

Reported value

$45M

Holders

10

+3 new · −0 exited

Holders’ est. mark

$1.79M

Price effect on 5 books still in the name

Largest holder

$19.6M

Cresset Asset Management, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Cresset Asset Management, LLC533.4K$19.6MHeld
Sanctuary Advisors, LLC290.9K$10.6M$935.7KAdded$1.36M
ONTARIO TEACHERS PENSION PLAN BOARD220.8K$8.04M$281.2KAdded$5.27M
BARCLAYS PLC169.4K$6.17M$567.4KCut−$1.5M
SHERMAN PORFOLIOS, LLC10.1K$368.4KNew
Swiss Life Asset Management Ltd5.54K$201.9KNew
ELEVATION POINT WEALTH PARTNERS, LLC369$13.4KNew
Essential Partners LLC340$12.4KHeld
Prestige Wealth Management Group LLC163$6K$546Added$546
Leonteq Securities AG152$5.54K$509Added$509

Positions as of Q2 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.