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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 625 | $7.02B |
| Q1 2026 | 597 | $7.07B |
| Q4 2025 | 613 | $7.46B |
| Q3 2025 | 569 | $6.53B |
| Q2 2025 | 594 | $7.16B |
| Q1 2025 | 565 | $6.44B |
| Q4 2024 | 510 | $5.59B |
| Q3 2024 | 476 | $4.55B |
| Q2 2024 | 464 | $4.19B |
| Q1 2024 | 446 | $4.26B |
| Q4 2023 | 444 | $4.24B |
| Q3 2023 | 444 | $3.95B |
| Q2 2023 | 486 | $4.66B |
| Q1 2023 | 525 | $6.04B |
| Q4 2022 | 540 | $6.54B |
| Q3 2022 | 510 | $5.57B |
| Q2 2022 | 532 | $6.65B |
| Q1 2022 | 537 | $6.31B |
| Q4 2021 | 564 | $7.76B |
| Q3 2021 | 512 | $7.21B |
| Q2 2021 | 502 | $7.88B |
| Q1 2021 | 498 | $6.78B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 2,062 | $50.6K | 0.00% | −1,600−43.7% | Reduced |
| GAMMA Investing LLC | 2,115 | $51.9K | 0.01% | +816+62.8% | Added |
| Allworth Financial LP | 2,191 | $53.8K | 0.00% | +78+3.7% | Added |
| MCF Advisors LLC | 2,250 | $55.2K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,250 | $55.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,252 | $55.3K | 0.00% | −240−9.6% | Reduced |
| Quent Capital, LLC | 2,508 | $61.5K | 0.01% | −99−3.8% | Reduced |
| Tompkins Financial Corp | 2,524 | $61.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,622 | $67.0K | 0.01% | −507−16.2% | Reduced |
| Central Trust Co | 2,800 | $68.7K | 0.00% | −318−10.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,037 | $74.5K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 3,189 | $78.3K | 0.03% | +3,189 | New |
| Lindbrook Capital, LLC | 3,519 | $86.4K | 0.01% | +171+5.1% | Added |
| St Germain D J Co Inc | 3,600 | $88.3K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,600 | $88.3K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,755 | $92.1K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,775 | $92.6K | 0.00% | +577+18.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,007 | $98.3K | 0.00% | +4,007 | New |
| Hazlett, Burt & Watson, Inc. | 4,078 | $99.0K | 0.06% | +648+18.9% | Added |
| Nomura Asset Management Co Ltd | 4,500 | $110.4K | 0.00% | +1,254+38.6% | Added |
| Ci Investments Inc. | 4,571 | $112.0K | 0.00% | +849+22.8% | Added |
| Global Retirement Partners, LLC | 4,699 | $115.3K | 0.00% | +274+6.2% | Added |
| CIBC Private Wealth Group, LLC | 5,014 | $120.4K | 0.00% | +5,014 | New |
| JFS Wealth Advisors, LLC | 5,831 | $143.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,928 | $145.5K | 0.01% | +1,582+36.4% | Added |
| Allspring Global Investments Holdings, LLC | 6,369 | $156.3K | 0.00% | −30,169−82.6% | Reduced |
| Partnership Wealth Management, LLC | 6,750 | $165.6K | 0.12% | 00.0% | Unchanged |
| CWM, LLC | 7,428 | $182.0K | 0.00% | −234−3.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 7,742 | $190.0K | 0.00% | −20,241−72.3% | Reduced |
| Haverford Trust Co | 7,986 | $196.0K | 0.00% | +7,986 | New |
| Impact Partnership Wealth, LLC | 8,055 | $197.7K | 0.08% | +8,055 | New |
| Chesley Taft & Associates LLC | 8,280 | $203.2K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 8,430 | $206.9K | 0.02% | −550−6.1% | Reduced |
| APG Asset Management N.V. | 9,400 | $213.6K | 0.00% | +9,400 | New |
| Panagora Asset Management Inc | 8,777 | $215.4K | 0.00% | −2,556−22.6% | Reduced |
| Signaturefd, LLC | 8,900 | $218.4K | 0.00% | +2,269+34.2% | Added |
| Abel Hall, LLC | 8,948 | $219.6K | 0.16% | +8,948 | New |
| Oracle Alpha Inc. | 9,123 | $223.9K | 0.40% | +9,123 | New |
| Shelton Capital Management | 9,172 | $225.1K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 9,383 | $230.0K | 0.00% | +324+3.6% | Added |
| ISAM Funds (UK) Ltd | 9,386 | $230.3K | 0.13% | +9,386 | New |
| Select Asset Management & Trust | 9,400 | $231.0K | 0.10% | 00.0% | Unchanged |
| EMC Capital Management | 9,488 | $233.0K | 0.14% | +3,306+53.5% | Added |
| Kapitalo Investimentos Ltda | 9,497 | $233.1K | 0.05% | +9,497 | New |
| Aristeia Capital LLC | 9,737 | $238.9K | 0.01% | +9,737 | New |
| Ingalls & Snyder LLC | 9,784 | $240.0K | 0.01% | +9,784 | New |
| Truist Financial Corp | 9,870 | $242.2K | 0.00% | −1,318−11.8% | Reduced |
| Walleye Trading LLC | 9,961 | $244.4K | 0.00% | −18,631−65.2% | Reduced |
| NBC Securities, Inc. | 10,045 | $246.0K | 0.02% | +50+0.5% | Added |
| Williams Jones Wealth Management, LLC. | 10,068 | $247.1K | 0.00% | −2,000−16.6% | Reduced |
| Metis Global Partners, LLC | 10,081 | $247.4K | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 10,281 | $252.3K | 0.04% | +10,281 | New |
| Accurate Wealth Management, LLC | 10,254 | $263.9K | 0.08% | +10,254 | New |
| Kendall Capital Management | 10,845 | $266.1K | 0.09% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 10,929 | $268.2K | 0.04% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 10,938 | $268.4K | 0.00% | +10,938 | New |
| Greenleaf Trust | 10,966 | $269.1K | 0.00% | +2,680+32.3% | Added |
| Howland Capital Management LLC | 11,000 | $274.1K | 0.01% | −900−7.6% | Reduced |
| Captrust Financial Advisors | 11,284 | $276.9K | 0.00% | −6,634−37.0% | Reduced |
| Sigma Planning Corp | 11,318 | $277.8K | 0.01% | +11,318 | New |
| Utah Retirement Systems | 11,500 | $282.2K | 0.00% | −24,638−68.2% | Reduced |
| BKD Wealth Advisors, LLC | 11,673 | $286.5K | 0.01% | +1,751+17.6% | Added |
| V2 Financial group LLC | 11,826 | $290.2K | 0.20% | −289−2.4% | Reduced |
| Epoch Investment Partners, Inc. | 11,893 | $291.9K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Group | 12,029 | $295.2K | 0.03% | −959−7.4% | Reduced |
| AIA Group Ltd | 12,069 | $296.2K | 0.01% | +12,069 | New |
| Private Advisor Group, LLC | 12,413 | $304.6K | 0.00% | +501+4.2% | Added |
| Applied Finance Capital Management, LLC | 12,583 | $308.8K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,732 | $312.5K | 0.00% | −36,098−73.9% | Reduced |
| US Bancorp | 12,870 | $315.8K | 0.00% | +2,928+29.5% | Added |
| Point72 Asset Management, L.P. | 13,900 | $341.1K | 0.00% | −454,678−97.0% | Reduced |
| Spirit of America Management Corp | 14,000 | $343.6K | 0.07% | 00.0% | Unchanged |
| Archer Investment Corp | 14,200 | $348.5K | 0.10% | −5,040−26.2% | Reduced |
| Allianz Asset Management GmbH | 14,300 | $350.9K | 0.00% | +4,200+41.6% | Added |
| Paloma Partners Management Co | 14,309 | $351.1K | 0.05% | +14,309 | New |
| Fulton Bank, N.A. | 14,425 | $354.0K | 0.01% | −3,746−20.6% | Reduced |
| CI Private Wealth, LLC | 14,675 | $360.1K | 0.00% | +111+0.8% | Added |
| Neuberger Berman Group LLC | 15,059 | $369.5K | 0.00% | −2,600−14.7% | Reduced |
| Consolidated Portfolio Review Corp | 15,236 | $373.9K | 0.10% | +4,848+46.7% | Added |
| State of Wyoming | 15,405 | $378.0K | 0.06% | +10,103+190.6% | Added |
| Maryland State Retirement & Pension System | 15,926 | $378.9K | 0.01% | 00.0% | Unchanged |
| United Services Automobile Association | 15,517 | $380.8K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 15,579 | $382.3K | 0.03% | −3,215−17.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,899 | $390.2K | 0.05% | +15,899 | New |
| Schonfeld Strategic Advisors LLC | 15,951 | $391.4K | 0.00% | −12,459−43.9% | Reduced |
| Mutual Advisors, LLC | 16,239 | $398.5K | 0.01% | +2,233+15.9% | Added |
| Wetherby Asset Management Inc | 16,296 | $399.9K | 0.02% | +4,139+34.0% | Added |
| DekaBank Deutsche Girozentrale | 16,635 | $401.0K | 0.00% | −50,222−75.1% | Reduced |
| Mercer Global Advisors Inc | 16,584 | $407.0K | 0.00% | −160−1.0% | Reduced |
| Glenmede Trust Co NA | 16,657 | $408.8K | 0.00% | +2,615+18.6% | Added |
| Securian Asset Management, Inc | 17,232 | $422.9K | 0.01% | −410−2.3% | Reduced |
| Argyle Capital Management Inc. | 17,374 | $426.4K | 0.16% | +8,100+87.3% | Added |
| Carnegie Capital Asset Management, LLC | 17,460 | $428.5K | 0.01% | −178−1.0% | Reduced |
| Krane Funds Advisors LLC | 18,260 | $439.2K | 0.02% | +18,260 | New |
| Csenge Advisory Group | 17,943 | $440.3K | 0.02% | +1,487+9.0% | Added |
| Wealthspire Advisors, LLC | 18,303 | $449.2K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 18,319 | $450.0K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 18,398 | $452.0K | 0.01% | +63+0.3% | Added |
| PFG Investments, LLC | 18,972 | $465.6K | 0.03% | +18,972 | New |
| Needham Investment Management LLC | 20,000 | $490.8K | 0.05% | 00.0% | Unchanged |