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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 233 | $5.72K | 0.00% | +233 | New |
| Blume Capital Management, Inc. | 223 | $5.47K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 215 | $5.36K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 214 | $5.25K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 210 | $5.15K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 201 | $4.83K | 0.00% | +201 | New |
| Bell Investment Advisors, Inc | 175 | $4.29K | 0.00% | +41+30.6% | Added |
| Prestige Wealth Management Group LLC | 163 | $4.06K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 163 | $4.06K | 0.00% | −79−32.6% | Reduced |
| Sachetta, LLC | 161 | $4.01K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 163 | $4.01K | 0.00% | +163 | New |
| Venturi Wealth Management, LLC | 163 | $4.00K | 0.00% | +28+20.7% | Added |
| Guardian Wealth Management, Inc. | 151 | $3.70K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 149 | $3.66K | 0.00% | −154−50.8% | Reduced |
| Harbour Investments, Inc. | 139 | $3.41K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 130 | $3.19K | 0.00% | −346−72.7% | Reduced |
| Headlands Technologies LLC | 118 | $2.90K | 0.00% | −8,130−98.6% | Reduced |
| Private Trust Co NA | 101 | $2.48K | 0.00% | +52+106.1% | Added |
| McIlrath & Eck, LLC | 100 | $2.45K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $2.45K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 97 | $2.39K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 90 | $2.21K | 0.00% | −174−65.9% | Reduced |
| Private Wealth Management Group, LLC | 86 | $2.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 85 | $2.09K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 85 | $2.09K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 66 | $1.62K | 0.00% | +24+57.1% | Added |
| CBIZ Investment Advisory Services, LLC | 65 | $1.60K | 0.00% | +65 | New |
| Raffa Wealth Management, LLC | 48 | $1.18K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 43 | $1.05K | 0.00% | +43 | New |
| Lazard Asset Management LLC | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 36 | $884 | 0.00% | +36 | New |
| Opal Wealth Advisors, LLC | 27 | $663 | 0.00% | +27 | New |
| Global Assets Advisory, LLC | 14,910 | $621 | 0.03% | +14,910 | New |
| Creekmur Asset Management LLC | 24 | $589 | 0.00% | +24 | New |
| Assetmark, Inc | 22 | $540 | 0.00% | −127−85.2% | Reduced |
| SJS Investment Consulting Inc. | 22 | $540 | 0.00% | +1+4.8% | Added |
| Spire Wealth Management | 21 | $515 | 0.00% | +21 | New |
| Rothschild Investment LLC | 20 | $491 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $491 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 15 | $349 | 0.00% | +15 | New |
| Bruce G. Allen Investments, LLC | 13 | $319 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 10 | $245 | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 7 | $179 | 0.00% | +7 | New |
| Sofos Investments, Inc. | 6 | $144 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 2 | $50 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 14 | $0 | 0.00% | +9+180.0% | Added |
| Flat Footed LLC | 0 | $0 | 0.00% | −1,161,216−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −859,588−100.0% | Sold out |
| Reinhart Partners, Inc. | 0 | $0 | 0.00% | −481,040−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −441,177−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −267,447−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −217,803−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −211,852−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −112,454−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −101,903−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −89,902−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −49,866−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −41,200−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −39,202−100.0% | Sold out |
| Weaver C. Barksdale & Associates, Inc. | 0 | $0 | 0.00% | −38,878−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −34,007−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −34,007−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −33,163−100.0% | Sold out |
| Gibraltar Capital Management, Inc. | 0 | $0 | 0.00% | −32,471−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −31,436−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −31,282−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −29,615−100.0% | Sold out |
| Vista Investment Partners LLC | 0 | $0 | 0.00% | −28,361−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −22,130−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −20,956−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −20,172−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −19,467−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −18,932−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −18,580−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −17,766−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −17,241−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −16,660−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −14,888−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −13,956−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −12,104−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −10,907−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −10,739−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −10,345−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −10,210−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,332−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −8,489−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −3,493−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,596−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −744−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −65−100.0% | Sold out |