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Livermore
Livermore
ZHEN

Ugi Corp

UGI
Exchange
NYSE
Industry
Gas & Other Services Combined
SEC CIK
0000884614

No open-market purchases or sales by Ugi Corp insiders were filed in the last 90 days; 625 institutions reported holding it in 13F filings for Q2 2026, worth $7.02B in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Ugi Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
444
+4 vs. Q3 2023
Shares held
172.2M
+697.3K (+0.4%) vs. Q3 2023
Total value
$4.24B
+$295.7M (+7.5%) vs. Q3 2023
New holders
65
141 more added
Sold out
61
171 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting UGI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 444 institutions
Q1 2021: 498 institutionsQ2 2021: 502 institutionsQ3 2021: 512 institutionsQ4 2021: 564 institutionsQ1 2022: 537 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 540 institutionsQ1 2023: 525 institutionsQ2 2023: 486 institutionsQ3 2023: 444 institutionsQ4 2023: 444 institutionsQ1 2024: 446 institutionsQ2 2024: 464 institutionsQ3 2024: 476 institutionsQ4 2024: 510 institutionsQ1 2025: 565 institutionsQ2 2025: 594 institutionsQ3 2025: 569 institutionsQ4 2025: 613 institutionsQ1 2026: 597 institutionsQ2 2026: 625 institutions
Value heldQ4 2023: $4.24B
Q1 2021: $6.78BQ2 2021: $7.88BQ3 2021: $7.21BQ4 2021: $7.76BQ1 2022: $6.31BQ2 2022: $6.65BQ3 2022: $5.57BQ4 2022: $6.54BQ1 2023: $6.04BQ2 2023: $4.66BQ3 2023: $3.95BQ4 2023: $4.24BQ1 2024: $4.26BQ2 2024: $4.19BQ3 2024: $4.55BQ4 2024: $5.59BQ1 2025: $6.44BQ2 2025: $7.16BQ3 2025: $6.53BQ4 2025: $7.46BQ1 2026: $7.07BQ2 2026: $7.02B
Institutions holding UGI and their total value by quarter
QuarterHoldersValue
Q2 2026625$7.02B
Q1 2026597$7.07B
Q4 2025613$7.46B
Q3 2025569$6.53B
Q2 2025594$7.16B
Q1 2025565$6.44B
Q4 2024510$5.59B
Q3 2024476$4.55B
Q2 2024464$4.19B
Q1 2024446$4.26B
Q4 2023444$4.24B
Q3 2023444$3.95B
Q2 2023486$4.66B
Q1 2023525$6.04B
Q4 2022540$6.54B
Q3 2022510$5.57B
Q2 2022532$6.65B
Q1 2022537$6.31B
Q4 2021564$7.76B
Q3 2021512$7.21B
Q2 2021502$7.88B
Q1 2021498$6.78B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q3 2023.

Institutions holding UGI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Householder Group Estate & Retirement Specialist, LLC10$00.00%00.0%Unchanged
Financial Management Professionals, Inc.5$00.00%+5New
Kayne Anderson Rudnick Investment Management LLC1$250.00%00.0%Unchanged
Rakuten Securities, Inc.1$250.00%+1New
Coppell Advisory Solutions LLC4$980.00%00.0%Unchanged
RFP Financial Group LLC9$2210.00%00.0%Unchanged
Hexagon Capital Partners LLC9$2220.00%−9−50.0%Reduced
Bruce G. Allen Investments, LLC13$3200.00%+13New
Rothschild Investment LLC20$4920.00%+20New
DiNuzzo Private Wealth, Inc.20$4920.00%+20New
SJS Investment Consulting Inc.21$5170.00%−2−8.7%Reduced
Team Financial Group, LLC38$9400.00%00.0%Unchanged
Raleigh Capital Management Inc.40$9840.00%+40New
Lazard Asset Management LLC56$1.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc42$1.03K0.00%+13+44.8%Added
Raffa Wealth Management, LLC48$1.18K0.00%00.0%Unchanged
Private Trust Co NA49$1.21K0.00%−299−85.9%Reduced
Focused Wealth Management, Inc65$1.59K0.00%+2+3.2%Added
Glassman Wealth Services67$1.65K0.00%−119−64.0%Reduced
Farmers & Merchants Investments Inc85$2.09K0.00%00.0%Unchanged
Sound Income Strategies, LLC85$2.09K0.00%+5+6.3%Added
Private Wealth Management Group, LLC86$2.12K0.00%+86New
Rosenberg Matthew Hamilton97$2.39K0.00%−50−34.0%Reduced
Armstrong Advisory Group, Inc97$2.39K0.00%−115−54.2%Reduced
McIlrath & Eck, LLC100$2.46K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC100$2.46K0.00%00.0%Unchanged
Versant Capital Management, Inc124$3.05K0.00%−20−13.9%Reduced
Bell Investment Advisors, Inc134$3.30K0.00%−40−23.0%Reduced
Venturi Wealth Management, LLC135$3.32K0.00%+135New
GoalVest Advisory LLC136$3.35K0.00%−27,498−99.5%Reduced
Harbour Investments, Inc.139$3.42K0.00%+39+39.0%Added
Assetmark, Inc149$3.67K0.00%+110+282.1%Added
Guardian Wealth Management, Inc.151$3.71K0.00%+151New
McGlone Suttner Wealth Management, Inc.158$3.88K0.00%+158New
Bessemer Group Inc154$4.00K0.00%−195−55.9%Reduced
Sachetta, LLC161$4.01K0.00%+161New
Prestige Wealth Management Group LLC163$4.07K0.00%+149+1,064.3%Added
Caitlin John, LLC198$4.96K0.00%+198New
GPS Wealth Strategies Group, LLC210$5.17K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc214$5.26K0.00%00.0%Unchanged
Johnson Financial Group, Inc.215$5.37K0.00%00.0%Unchanged
Blume Capital Management, Inc.223$5.49K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.255$6.00K0.00%00.0%Unchanged
Bartlett & Co. LLC242$6.00K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC242$6.08K0.00%00.0%Unchanged
Baystate Wealth Management LLC252$6.20K0.00%+250+12,500.0%Added
Main Street Group, LTD257$6.32K0.00%+257New
Natixis261$6.42K0.00%+261New
FinTrust Capital Advisors, LLC264$6.50K0.00%00.0%Unchanged
Parkside Financial Bank & Trust303$7.45K0.00%+16+5.6%Added
Lee Financial Co302$7.54K0.00%00.0%Unchanged
AllSquare Wealth Management LLC307$7.55K0.00%00.0%Unchanged
Umb Bank N A318$7.82K0.00%−40−11.2%Reduced
Webster Bank, N. A.318$7.82K0.00%00.0%Unchanged
Oakworth Capital, Inc.361$8.88K0.00%+361New
FNY Investment Advisers, LLC400$9.00K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC386$9.00K0.00%+386New
Loomis Sayles & Co L P426$10.0K0.00%−24−5.3%Reduced
M&R Capital Management Inc469$11.5K0.00%+91+24.1%Added
North Star Investment Management Corp.476$11.7K0.00%00.0%Unchanged
Farther Finance Advisors, LLC589$14.5K0.00%+118+25.1%Added
Whittier Trust Co600$14.8K0.00%00.0%Unchanged
Estabrook Capital Management600$14.8K0.00%−350−36.8%Reduced
Credit Agricole S A600$14.8K0.00%−100−14.3%Reduced
Bogart Wealth, LLC614$15.1K0.00%00.0%Unchanged
Concord Wealth Partners637$15.7K0.00%−637−50.0%Reduced
Huntington National Bank638$15.7K0.00%00.0%Unchanged
United Community Bank650$16.0K0.01%00.0%Unchanged
Asset Dedication, LLC642$16.0K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators675$16.6K0.01%+67+11.0%Added
Plato Investment Management Ltd700$17.2K0.02%+700New
Stone House Investment Management, LLC708$17.4K0.01%00.0%Unchanged
Heritage Wealth Advisors720$17.7K0.00%00.0%Unchanged
Caldwell Trust Co741$18.2K0.00%00.0%Unchanged
First Horizon Advisors, Inc.744$18.3K0.00%−6−0.8%Reduced
Principal Securities, Inc.748$18.4K0.00%+748New
Newbridge Financial Services Group, Inc.752$18.5K0.01%−890−54.2%Reduced
Atlantic Edge Private Wealth Management, LLC790$19.4K0.01%+790New
Morton Brown Family Wealth, LLC796$19.6K0.01%+169+27.0%Added
Geneos Wealth Management Inc.839$20.6K0.00%−798−48.7%Reduced
National Bank of Canada900$22.4K0.00%00.0%Unchanged
Sasco Capital Inc930$22.9K0.00%+930New
Valley National Advisers Inc956$23.0K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,102$24.4K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,029$25.3K0.00%+15+1.5%Added
Fortis Group Advisors, LLC1,030$25.3K0.01%+142+16.0%Added
GAMMA Investing LLC1,299$28.8K0.01%+1,299New
Steward Partners Investment Advisory, LLC1,226$30.2K0.00%+491+66.8%Added
Hantz Financial Services, Inc.1,409$35.0K0.00%−34−2.4%Reduced
Transcendent Capital Group LLC1,567$38.5K0.03%+1,567New
Neo Ivy Capital Management1,623$40.0K0.09%+1,623New
McClarren Financial Advisors, Inc.1,675$41.0K0.03%+29+1.8%Added
Costello Asset Management, INC1,692$41.6K0.03%−3,349−66.4%Reduced
Proequities, Inc.1,756$43.9K0.00%−278−13.7%Reduced
Ronald Blue Trust, Inc.1,951$45.0K0.00%+402+26.0%Added
Fifth Third Bancorp1,895$46.6K0.00%−180−8.7%Reduced
Norwood Financial Corp2,040$50.2K0.08%−25−1.2%Reduced
Allworth Financial LP2,113$52.0K0.00%+183+9.5%Added
MCF Advisors LLC2,250$55.4K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC2,250$55.4K0.01%00.0%Unchanged