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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 9,784 | $240.0K | 0.01% | +9,784 | New |
| Aristeia Capital LLC | 9,737 | $238.9K | 0.01% | +9,737 | New |
| Kapitalo Investimentos Ltda | 9,497 | $233.1K | 0.05% | +9,497 | New |
| EMC Capital Management | 9,488 | $233.0K | 0.14% | +3,306+53.5% | Added |
| Select Asset Management & Trust | 9,400 | $231.0K | 0.10% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 9,386 | $230.3K | 0.13% | +9,386 | New |
| Park Avenue Securities LLC | 9,383 | $230.0K | 0.00% | +324+3.6% | Added |
| Shelton Capital Management | 9,172 | $225.1K | 0.01% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 9,123 | $223.9K | 0.40% | +9,123 | New |
| Abel Hall, LLC | 8,948 | $219.6K | 0.16% | +8,948 | New |
| Signaturefd, LLC | 8,900 | $218.4K | 0.00% | +2,269+34.2% | Added |
| Panagora Asset Management Inc | 8,777 | $215.4K | 0.00% | −2,556−22.6% | Reduced |
| APG Asset Management N.V. | 9,400 | $213.6K | 0.00% | +9,400 | New |
| Good Life Advisors, LLC | 8,430 | $206.9K | 0.02% | −550−6.1% | Reduced |
| Chesley Taft & Associates LLC | 8,280 | $203.2K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 8,055 | $197.7K | 0.08% | +8,055 | New |
| Haverford Trust Co | 7,986 | $196.0K | 0.00% | +7,986 | New |
| Fuller & Thaler Asset Management, Inc. | 7,742 | $190.0K | 0.00% | −20,241−72.3% | Reduced |
| CWM, LLC | 7,428 | $182.0K | 0.00% | −234−3.1% | Reduced |
| Partnership Wealth Management, LLC | 6,750 | $165.6K | 0.12% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,369 | $156.3K | 0.00% | −30,169−82.6% | Reduced |
| Quadrant Capital Group LLC | 5,928 | $145.5K | 0.01% | +1,582+36.4% | Added |
| JFS Wealth Advisors, LLC | 5,831 | $143.1K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,014 | $120.4K | 0.00% | +5,014 | New |
| Global Retirement Partners, LLC | 4,699 | $115.3K | 0.00% | +274+6.2% | Added |
| Ci Investments Inc. | 4,571 | $112.0K | 0.00% | +849+22.8% | Added |
| Nomura Asset Management Co Ltd | 4,500 | $110.4K | 0.00% | +1,254+38.6% | Added |
| Hazlett, Burt & Watson, Inc. | 4,078 | $99.0K | 0.06% | +648+18.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,007 | $98.3K | 0.00% | +4,007 | New |
| Parallel Advisors, LLC | 3,775 | $92.6K | 0.00% | +577+18.0% | Added |
| Hartford Financial Management Inc. | 3,755 | $92.1K | 0.02% | 00.0% | Unchanged |
| 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 |
| Lindbrook Capital, LLC | 3,519 | $86.4K | 0.01% | +171+5.1% | Added |
| Quarry LP | 3,189 | $78.3K | 0.03% | +3,189 | New |
| Riggs Asset Managment Co. Inc. | 3,037 | $74.5K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 2,800 | $68.7K | 0.00% | −318−10.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,622 | $67.0K | 0.01% | −507−16.2% | Reduced |
| Tompkins Financial Corp | 2,524 | $61.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,508 | $61.5K | 0.01% | −99−3.8% | Reduced |
| IFP Advisors, Inc | 2,252 | $55.3K | 0.00% | −240−9.6% | Reduced |
| 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 |
| Allworth Financial LP | 2,191 | $53.8K | 0.00% | +78+3.7% | Added |
| GAMMA Investing LLC | 2,115 | $51.9K | 0.01% | +816+62.8% | Added |
| Massmutual Trust Co FSB | 2,062 | $50.6K | 0.00% | −1,600−43.7% | Reduced |
| Fifth Third Bancorp | 1,991 | $48.9K | 0.00% | +96+5.1% | Added |
| Norwood Financial Corp | 1,940 | $47.6K | 0.07% | −100−4.9% | Reduced |
| Proequities, Inc. | 1,809 | $45.1K | 0.00% | +53+3.0% | Added |
| Fairman Group, LLC | 1,785 | $44.5K | 0.04% | +1,785 | New |
| Abich Financial Wealth Management LLC | 1,774 | $43.5K | 0.03% | +1,774 | New |
| McClarren Financial Advisors, Inc. | 1,701 | $42.0K | 0.03% | +26+1.6% | Added |
| Ronald Blue Trust, Inc. | 1,666 | $40.9K | 0.00% | −285−14.6% | Reduced |
| Transcendent Capital Group LLC | 1,567 | $38.5K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,409 | $35.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,274 | $31.3K | 0.01% | +637+100.0% | Added |
| Smartleaf Asset Management LLC | 1,221 | $29.5K | 0.01% | +1,221 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $28.1K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,099 | $27.0K | 0.00% | +1,099 | New |
| Northwestern Mutual Wealth Management Co | 1,029 | $25.3K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 981 | $24.1K | 0.02% | +783+395.5% | Added |
| Covestor Ltd | 954 | $24.0K | 0.02% | −6,712−87.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $23.3K | 0.00% | −18,172−95.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 940 | $23.1K | 0.00% | −286−23.3% | Reduced |
| Costello Asset Management, INC | 866 | $21.3K | 0.02% | −826−48.8% | Reduced |
| Kessler Investment Group, LLC | 862 | $21.2K | 0.01% | +862 | New |
| Valley National Advisers Inc | 839 | $20.0K | 0.00% | −117−12.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 790 | $19.4K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 755 | $18.5K | 0.01% | +105+16.2% | Added |
| Principal Securities, Inc. | 748 | $18.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 741 | $18.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $17.7K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 708 | $17.4K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 700 | $17.2K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 700 | $17.2K | 0.01% | +700 | New |
| nVerses Capital, LLC | 700 | $17.2K | 0.04% | +700 | New |
| Deseret Mutual Benefit Administrators | 675 | $16.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 642 | $16.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 638 | $15.7K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 627 | $15.4K | 0.01% | −169−21.2% | Reduced |
| Bogart Wealth, LLC | 614 | $15.1K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $14.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $14.7K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 600 | $14.3K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 537 | $13.2K | 0.01% | +537 | New |
| Fortis Group Advisors, LLC | 515 | $12.6K | 0.00% | −515−50.0% | Reduced |
| Farther Finance Advisors, LLC | 508 | $12.2K | 0.00% | −81−13.8% | Reduced |
| Umb Bank N A | 495 | $12.1K | 0.00% | +177+55.7% | Added |
| M&R Capital Management Inc | 489 | $12.0K | 0.00% | +20+4.3% | Added |
| Newbridge Financial Services Group, Inc. | 479 | $11.8K | 0.01% | −273−36.3% | Reduced |
| FNY Investment Advisers, LLC | 400 | $9.00K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 361 | $8.86K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 316 | $8.00K | 0.00% | −70−18.1% | Reduced |
| Bessemer Group Inc | 311 | $8.00K | 0.00% | +157+101.9% | Added |
| Natixis | 321 | $7.88K | 0.00% | +60+23.0% | Added |
| New Covenant Trust Company, N.A. | 314 | $7.71K | 0.01% | +314 | New |
| AllSquare Wealth Management LLC | 307 | $7.53K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 253 | $6.21K | 0.00% | +129+104.0% | Added |
| Main Street Group, LTD | 257 | $6.17K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 255 | $6.00K | 0.00% | 00.0% | Unchanged |