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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.

Q2 2024 vs. Q1 2024

How the institutions holding Ugi Corp changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of UGI: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders4465464+23
Shares173.5M375.0K182.8M+9.69M (+5.6%)
Value$4.26B$9.15M$4.19B−$60.9M (−1.4%)

5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (78)

Institutions that held Ugi Corp at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to UGI in Q2 2024
InstitutionSharesValue% of portfolio
Jupiter Asset Management Ltd2,330,610$53.4M0.50%
Infrastructure Capital Advisors, LLC706,593$16.2M2.25%
Cambria Investment Management, L.P.532,844$12.2M0.75%
Decade Renewable Partners LP268,300$6.14M3.00%
Corebridge Financial, Inc.265,146$6.07M0.03%
SIR Capital Management, L.P.215,598$4.94M0.49%
Graham Capital Management, L.P.145,258$3.33M0.11%
HRT Financial LP122,956$2.81M0.02%
Kovitz Investment Group Partners, LLC101,757$2.33M0.02%
Yaupon Capital Management LP100,000$2.29M0.20%
Manning & Napier Advisors LLC91,191$2.09M0.02%
Robeco Institutional Asset Management B.V.85,144$1.95M0.00%
STRS Ohio81,693$1.87M0.01%
Inspire Advisors, LLC60,819$1.39M0.18%
Scientech Research LLC60,030$1.37M0.28%
Assenagon Asset Management S.A.58,806$1.35M0.00%
Nomura Holdings Inc58,546$1.34M0.01%
Healthcare of Ontario Pension Plan Trust Fund58,100$1.33M0.00%
Pinebridge Investments, L.P.56,313$1.29M0.01%
Aigen Investment Management, LP48,842$1.12M0.22%
Sciencast Management LP48,018$1.10M0.38%
Toroso Investments, LLC40,257$921.9K0.01%
Intech Investment Management LLC38,660$885.3K0.01%
Wright Investors Service Inc37,438$857.3K0.23%
Capula Management Ltd32,827$751.7K0.01%
Atria Investments LLC32,763$750.3K0.01%
Kingsview Wealth Management, LLC28,874$661.2K0.02%
Worldquant Millennium Advisors LLC28,787$659.2K0.01%
Gallagher Fiduciary Advisors, LLC28,680$656.8K0.15%
Agf Management Ltd27,864$638.1K0.00%
Maren Capital LLC21,876$501.0K0.05%
Virtu Financial LLC20,757$475.0K0.03%
RSM US Wealth Management LLC20,821$473.5K0.01%
National Asset Management, Inc.19,245$447.5K0.01%
Group One Trading, L.P.18,383$421.0K0.01%
Marshall Wace, LLP17,107$391.8K0.00%
Bridgewater Associates, LP14,829$339.6K0.00%
Bayesian Capital Management, LP13,800$316.0K0.04%
Burns Matteson Capital Management, LLC12,925$296.0K0.19%
Sanctuary Advisors, LLC11,625$295.0K0.00%
Centiva Capital, LP12,093$276.9K0.01%
Loomis Sayles & Co L P12,052$276.0K0.00%
Envestnet Portfolio Solutions, Inc.11,767$269.5K0.00%
Alpha Omega Wealth Management LLC11,385$260.7K0.05%
Corundum Trust Company, INC11,373$260.4K0.76%
Occudo Quantitative Strategies LP10,525$241.0K0.04%
Entropy Technologies, LP10,228$234.2K0.03%
Blair William & Co9,968$228.3K0.00%
First Citizens Bank & Trust Co9,900$226.7K0.00%
CFS Investment Advisory Services, LLC9,719$223.0K0.02%
Bridgefront Capital, LLC9,721$222.6K0.09%
Zacks Investment Management9,593$219.7K0.00%
Belpointe Asset Management LLC9,447$216.3K0.02%
Summit Trail Advisors, LLC9,058$208.9K0.01%
Steel Peak Wealth Management LLC8,970$208.8K0.01%
HBK Sorce Advisory LLC8,803$201.6K0.01%
Daiwa Securities Group Inc.5,700$131.0K0.00%
Flputnam Investment Management Co2,975$68.1K0.00%
Ashton Thomas Private Wealth, LLC2,163$49.5K0.00%
Point72 Asia (Singapore) Pte. Ltd.1,760$40.3K0.01%
Duncker Streett & Co Inc1,500$34.4K0.01%
Kimelman & Baird, LLC1,050$24.0K0.00%
International Assets Investment Management, LLC1,041$23.8K0.00%
Leonteq Securities AG870$19.9K0.00%
SRS Capital Advisors, Inc.796$18.2K0.00%
LRI Investments, LLC684$15.7K0.00%
Gradient Investments LLC586$13.4K0.00%
Clear Street Markets LLC500$11.0K0.00%
Jones Financial Companies LLLP433$9.92K0.00%
Lynx Investment Advisory250$5.72K0.00%
Eagle Bay Advisors LLC218$5.07K0.00%
Creative Financial Designs Inc187$4.28K0.00%
Redwood Wealth Management Group, LLC160$3.66K0.00%
Naples Money Management LLC132$3.00K0.00%
Camelot Portfolios, LLC45$1.02K0.00%
CVA Family Office, LLC22$5040.00%
Larson Financial Group LLC8$1830.00%
Coppell Advisory Solutions LLC4$920.00%

Sold out (55)

Institutions that held Ugi Corp at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of UGI in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Qube Research & Technologies Ltd1,188,529$29.2M
Brandywine Global Investment Management, LLC1,071,734$26.3M
Managed Asset Portfolios, LLC702,563$17.2M
Aventail Capital Group, LP303,200$7.44M
American International Group, Inc.277,380$6.81M
Amundi265,738$6.32M
Edgestream Partners, L.P.247,538$6.07M
Twinbeech Capital LP208,683$5.12M
Texas Permanent School Fund183,221$4.50M
Phocas Financial Corp.169,064$4.15M
ExodusPoint Capital Management, LP111,984$2.75M
WBI Investments102,546$2.52M
Numerai GP LLC69,274$1.70M
Catalyst Funds Management Pty Ltd66,960$1.64M
Ancora Advisors, LLC66,340$1.63M
Employees Retirement System of Texas57,880$1.42M
Y-Intercept (Hong Kong) Ltd51,447$1.26M
Catalyst Capital Advisors LLC50,920$1.25M
Point72 (DIFC) Ltd45,514$1.12M
Axq Capital, LP38,500$944.8K
Fox Run Management, L.L.C.38,389$942.1K
Teza Capital Management LLC34,560$848.1K
Oak Thistle LLC27,086$664.7K
Seven Eight Capital, LP26,040$639.0K
Boothbay Fund Management, LLC23,897$586.4K
Abundance Wealth Counselors23,893$586.0K
Brevan Howard Capital Management LP23,013$564.7K
Inceptionr LLC21,861$536.5K
Corton Capital Inc.21,645$531.2K
Mirabella Financial Services LLP20,406$498.7K
Petrus Trust Company, LTA15,579$382.3K
Cerity Partners LLC12,732$312.5K
Greenleaf Trust10,966$269.1K
Pearl River Capital, LLC10,281$252.3K
Aristeia Capital LLC9,737$238.9K
Shelton Capital Management9,172$225.1K
APG Asset Management N.V.9,400$213.6K
Good Life Advisors, LLC8,430$206.9K
Chesley Taft & Associates LLC8,280$203.2K
Impact Partnership Wealth, LLC8,055$197.7K
Haverford Trust Co7,986$196.0K
Quarry LP3,189$78.3K
Abich Financial Wealth Management LLC1,774$43.5K
Costello Asset Management, INC866$21.3K
Denali Advisors LLC700$17.2K
FNY Investment Advisers, LLC400$9.00K
New Covenant Trust Company, N.A.314$7.71K
Mather Group, LLC.163$4.01K
Headlands Technologies LLC118$2.90K
Opal Wealth Advisors, LLC27$663
Global Assets Advisory, LLC14,910$621
Creekmur Asset Management LLC24$589
Householder Group Estate & Retirement Specialist, LLC10$245
FRG Family Wealth Advisors LLC7$179
Sofos Investments, Inc.6$144

Not filed for Q2 2024 yet (5)

Institutions that held Ugi Corp at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG311,878$7.65M
Shell Asset Management Co31,173$714.0K
Cipher Capital LP20,925$513.5K
Oracle Alpha Inc.9,123$223.9K
Norwood Financial Corp1,940$47.6K