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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, Q1 2024

Institutional positions in Ugi Corp as of Mar 31, 2024. 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
446
+8 vs. Q4 2023
Shares held
173.5M
+1.40M (+0.8%) vs. Q4 2023
Total value
$4.26B
+$19.5M (+0.5%) vs. Q4 2023
New holders
69
166 more added
Sold out
61
129 more reduced

6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 446 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 heldQ1 2024: $4.26B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q4 2023.

Institutions holding UGI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.14$00.00%+9+180.0%Added
MV Capital Management, Inc.2$500.00%+2New
Sofos Investments, Inc.6$1440.00%+6New
FRG Family Wealth Advisors LLC7$1790.00%+7New
Householder Group Estate & Retirement Specialist, LLC10$2450.00%00.0%Unchanged
Bruce G. Allen Investments, LLC13$3190.00%00.0%Unchanged
Bullock Wealth Management Group15$3490.00%+15New
Rothschild Investment LLC20$4910.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.20$4910.00%00.0%Unchanged
Spire Wealth Management21$5150.00%+21New
Assetmark, Inc22$5400.00%−127−85.2%Reduced
SJS Investment Consulting Inc.22$5400.00%+1+4.8%Added
Creekmur Asset Management LLC24$5890.00%+24New
Global Assets Advisory, LLC14,910$6210.03%+14,910New
Opal Wealth Advisors, LLC27$6630.00%+27New
Sandy Spring Bank36$8840.00%+36New
Lazard Asset Management LLC56$1.00K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC43$1.05K0.00%+43New
Raffa Wealth Management, LLC48$1.18K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC65$1.60K0.00%+65New
AdvisorNet Financial, Inc66$1.62K0.00%+24+57.1%Added
Farmers & Merchants Investments Inc85$2.09K0.00%00.0%Unchanged
Sound Income Strategies, LLC85$2.09K0.00%00.0%Unchanged
Private Wealth Management Group, LLC86$2.11K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC90$2.21K0.00%−174−65.9%Reduced
Armstrong Advisory Group, Inc97$2.39K0.00%00.0%Unchanged
McIlrath & Eck, LLC100$2.45K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC100$2.45K0.00%00.0%Unchanged
Private Trust Co NA101$2.48K0.00%+52+106.1%Added
Headlands Technologies LLC118$2.90K0.00%−8,130−98.6%Reduced
North Star Investment Management Corp.130$3.19K0.00%−346−72.7%Reduced
Harbour Investments, Inc.139$3.41K0.00%00.0%Unchanged
Parkside Financial Bank & Trust149$3.66K0.00%−154−50.8%Reduced
Guardian Wealth Management, Inc.151$3.70K0.00%00.0%Unchanged
Venturi Wealth Management, LLC163$4.00K0.00%+28+20.7%Added
Sachetta, LLC161$4.01K0.00%00.0%Unchanged
Mather Group, LLC.163$4.01K0.00%+163New
Bartlett & Co. Wealth Management LLC163$4.06K0.00%−79−32.6%Reduced
Prestige Wealth Management Group LLC163$4.06K0.00%00.0%Unchanged
Bell Investment Advisors, Inc175$4.29K0.00%+41+30.6%Added
Central Pacific Bank - Trust Division201$4.83K0.00%+201New
GPS Wealth Strategies Group, LLC210$5.15K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc214$5.25K0.00%00.0%Unchanged
Johnson Financial Group, Inc.215$5.36K0.00%00.0%Unchanged
Blume Capital Management, Inc.223$5.47K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.233$5.72K0.00%+233New
Benjamin F. Edwards & Company, Inc.255$6.00K0.00%00.0%Unchanged
Main Street Group, LTD257$6.17K0.00%00.0%Unchanged
Versant Capital Management, Inc253$6.21K0.00%+129+104.0%Added
AllSquare Wealth Management LLC307$7.53K0.00%00.0%Unchanged
New Covenant Trust Company, N.A.314$7.71K0.01%+314New
Natixis321$7.88K0.00%+60+23.0%Added
Capital Advisors, Ltd. LLC316$8.00K0.00%−70−18.1%Reduced
Bessemer Group Inc311$8.00K0.00%+157+101.9%Added
Oakworth Capital, Inc.361$8.86K0.00%00.0%Unchanged
FNY Investment Advisers, LLC400$9.00K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.479$11.8K0.01%−273−36.3%Reduced
M&R Capital Management Inc489$12.0K0.00%+20+4.3%Added
Umb Bank N A495$12.1K0.00%+177+55.7%Added
Farther Finance Advisors, LLC508$12.2K0.00%−81−13.8%Reduced
Fortis Group Advisors, LLC515$12.6K0.00%−515−50.0%Reduced
Register Financial Advisors LLC537$13.2K0.01%+537New
Credit Agricole S A600$14.3K0.00%00.0%Unchanged
Estabrook Capital Management600$14.7K0.00%00.0%Unchanged
Whittier Trust Co600$14.7K0.00%00.0%Unchanged
Bogart Wealth, LLC614$15.1K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC627$15.4K0.01%−169−21.2%Reduced
Huntington National Bank638$15.7K0.00%00.0%Unchanged
Asset Dedication, LLC642$16.0K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators675$16.6K0.01%00.0%Unchanged
Plato Investment Management Ltd700$17.2K0.00%00.0%Unchanged
Denali Advisors LLC700$17.2K0.01%+700New
nVerses Capital, LLC700$17.2K0.04%+700New
Stone House Investment Management, LLC708$17.4K0.00%00.0%Unchanged
Heritage Wealth Advisors720$17.7K0.00%00.0%Unchanged
Caldwell Trust Co741$18.2K0.00%00.0%Unchanged
Principal Securities, Inc.748$18.4K0.00%00.0%Unchanged
United Community Bank755$18.5K0.01%+105+16.2%Added
Atlantic Edge Private Wealth Management, LLC790$19.4K0.01%00.0%Unchanged
Valley National Advisers Inc839$20.0K0.00%−117−12.2%Reduced
Kessler Investment Group, LLC862$21.2K0.01%+862New
Costello Asset Management, INC866$21.3K0.02%−826−48.8%Reduced
Steward Partners Investment Advisory, LLC940$23.1K0.00%−286−23.3%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.949$23.3K0.00%−18,172−95.0%Reduced
Covestor Ltd954$24.0K0.02%−6,712−87.6%Reduced
Caitlin John, LLC981$24.1K0.02%+783+395.5%Added
Northwestern Mutual Wealth Management Co1,029$25.3K0.00%00.0%Unchanged
American National Bank1,099$27.0K0.00%+1,099New
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,102$28.1K0.00%00.0%Unchanged
Smartleaf Asset Management LLC1,221$29.5K0.01%+1,221New
Concord Wealth Partners1,274$31.3K0.01%+637+100.0%Added
Hantz Financial Services, Inc.1,409$35.0K0.00%00.0%Unchanged
Transcendent Capital Group LLC1,567$38.5K0.02%00.0%Unchanged
Ronald Blue Trust, Inc.1,666$40.9K0.00%−285−14.6%Reduced
McClarren Financial Advisors, Inc.1,701$42.0K0.03%+26+1.6%Added
Abich Financial Wealth Management LLC1,774$43.5K0.03%+1,774New
Fairman Group, LLC1,785$44.5K0.04%+1,785New
Proequities, Inc.1,809$45.1K0.00%+53+3.0%Added
Norwood Financial Corp1,940$47.6K0.07%−100−4.9%Reduced
Fifth Third Bancorp1,991$48.9K0.00%+96+5.1%Added