13F 机构持仓事实摘要

追踪机构数

49

披露持仓价值

$45,019,470.00

披露股数

1,303,401

最新披露周期

Q2 2026

主要机构持有者

  1. Josef Lakonishok - Lsv Asset Management · $215,221,000 · 0.39%
  2. Neuberger Berman · $283,292,442 · 0.19%
  3. Artisan Partners · $26,701,251 · 0.04%
  4. Cliff Asness - AQR Capital Management · $119,688,394 · 0.04%
  5. Adage Capital Partners · $20,585,840 · 0.03%
  6. Renaissance Technologies · $14,126,273 · 0.02%

数据来源与限制

本页使用公开 SEC Form 13F 披露和相关机构申报数据。13F 属于周期性披露,不代表当前实时持仓。

13F Hub 仅提供研究和教育数据,不提供个性化投资建议。

$UGI

机构持仓

49

主要持仓机构

主要持仓机构

1

Josef Lakonishok - Lsv Asset Management

6,231,070

0.39%

占比

2

Neuberger Berman

8,201,866

0.19%

占比

3

Artisan Partners

773,053

0.04%

占比

4

Cliff Asness - AQR Capital Management

3,469,229

0.04%

占比

5

Adage Capital Partners

596,000

0.03%

占比

6

Renaissance Technologies

408,983

0.02%

占比

7

Ken Griffin - Citadel Advisors

655,895

0.00%

占比

8

David E. Shaw - D.E. Shaw & Co.

426,188

0.01%

占比

9

BNP Paribas

599,781

0.01%

占比

10

Charles Schwab

2,471,540

0.01%

占比

11

David Solomon - Goldman Sachs

2,308,567

0.01%

占比

12

Dmitry Balyasny - Balyasny Asset Management

204,568

0.01%

占比

13

Geode Capital Management

4,543,038

0.01%

占比

14

Larry Fink - BlackRock

26,463,921

0.01%

占比

15

Northern Trust Corp

3,539,044

0.01%

占比

16

Voya Investment Mgmt

253,513

0.01%

占比

17

CalPERS

503,443

0.01%

占比

18

Ensign Peak Advisors

120,756

0.01%

占比

19

Invesco

3,050,658

0.01%

占比

20

New York State Teachers Retirement System - New York State Teachers Retirement System

196,799

0.01%

占比

21

State Street Corp

6,869,984

0.01%

占比

22

UBS Group

1,091,353

NaN%

占比

23

Morgan Stanley

2,654,902

NaN%

占比

24

Nuveen

575,518

NaN%

占比

25

SG Americas Securities

216,251

NaN%

占比

26

Two Sigma Investments

140,844

NaN%

占比

27

Wellington Management

567,102

NaN%

占比

28

Legal & General

359,230

NaN%

占比

29

Jamie Dimon - JPMorgan Chase

1,248,079

NaN%

占比

30

Jeremy Grantham - GMO

32,274

NaN%

占比

31

Franklin Resources

288,705

NaN%

占比

32

T. Rowe Price

530,895

NaN%

占比

33

Lazard Asset Management

32,555

NaN%

占比

34

PNC Financial Services

55,724

NaN%

占比

35

Canada Pension Plan Investment Board

48,200

NaN%

占比

36

Israel Englander - Millennium Management

37,039

NaN%

占比

37

First Eagle Investment Management

11,421

NaN%

占比

38

Amundi

41,915

NaN%

占比

39

Jane Street Group

15,864

NaN%

占比

40

Mitsubishi Ufj Asset Management Co., Ltd.

949

NaN%

占比

41

Fidelity International (FIL)

0

0.00%

占比

42

Andrew Beck - River Road Asset Mgmt

1,720,788

0.66%

占比

43

Diamond Hill Capital Management

1,109,276

0.31%

占比

44

Ray Dalio - Bridgewater Associates

206,386

0.03%

占比

45

Mario Gabelli - GAMCO Investors

24,695

0.01%

占比

46

Natixis

21,197

NaN%

占比

47

Paul Tudor Jones - Tudor Investment Corp

0

0.00%

占比

48

Manning & Napier

0

0.00%

占比

49

Bill Miller - Miller Value Partners

121,000

0.99%

占比

机构洞察PRO

规模分布

MEGA

44%

LARGE

38%

MEDIUM

32%

SMALL

-14%

地理分布

North America
74%
Europe
28%
Asia Pacific
17%
Other
9%

机构活动

Buyers

59

Sellers

33

Holders

77

New

19

Exited

12

解锁 Pro 版本查看完整数据

内幕交易PRO

交易统计

Insider Buyers

22

Insider Sellers

33

Purchase Value

$22.8M

角色分布

CEO
29%
CFO
21%
Director
39%
VP
16%
Other
5%
解锁 Pro 版本查看完整数据

综合评级PRO

84

A-

综合得分

Moderate institutional interest with stable holdings

评级维度

Institutional Ownership
79
Recent Activity
88
Concentration
57
Momentum
91
Stability
67

近期动作

New

14

Increased

33

Decreased

20

Exited

4

Total

55

解锁 Pro 版本查看完整数据