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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, Q2 2024

Institutional positions in Ugi Corp as of Jun 30, 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
464
+23 vs. Q1 2024
Shares held
182.8M
+9.69M (+5.6%) vs. Q1 2024
Total value
$4.19B
−$60.9M (−1.4%) vs. Q1 2024
New holders
78
171 more added
Sold out
55
130 more reduced

5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 464 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 heldQ2 2024: $4.19B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q1 2024.

Institutions holding UGI in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.14$00.00%00.0%Unchanged
McClarren Financial Advisors, Inc.22$380.03%−1,679−98.7%Reduced
MV Capital Management, Inc.2$460.00%00.0%Unchanged
Coppell Advisory Solutions LLC4$920.00%+4New
Larson Financial Group LLC8$1830.00%+8New
Bruce G. Allen Investments, LLC13$2980.00%00.0%Unchanged
Bullock Wealth Management Group15$3410.00%00.0%Unchanged
Rothschild Investment LLC20$4580.00%00.0%Unchanged
Assetmark, Inc22$5040.00%00.0%Unchanged
CVA Family Office, LLC22$5040.00%+22New
AdvisorNet Financial, Inc26$5950.00%−40−60.6%Reduced
Spire Wealth Management28$6410.00%+7+33.3%Added
DiNuzzo Private Wealth, Inc.28$6420.00%+8+40.0%Added
SJS Investment Consulting Inc.30$6870.00%+8+36.4%Added
ICA Group Wealth Management, LLC43$9850.00%00.0%Unchanged
Camelot Portfolios, LLC45$1.02K0.00%+45New
Raffa Wealth Management, LLC48$1.10K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC66$1.52K0.00%+1+1.5%Added
Sound Income Strategies, LLC80$1.83K0.00%−5−5.9%Reduced
Farmers & Merchants Investments Inc85$1.95K0.00%00.0%Unchanged
Private Wealth Management Group, LLC86$1.97K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc97$2.22K0.00%00.0%Unchanged
McIlrath & Eck, LLC100$2.29K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC100$2.29K0.00%00.0%Unchanged
Sandy Spring Bank109$2.50K0.00%+73+202.8%Added
North Star Investment Management Corp.130$2.98K0.00%00.0%Unchanged
Naples Money Management LLC132$3.00K0.00%+132New
Harbour Investments, Inc.139$3.18K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.139$3.19K0.00%−340−71.0%Reduced
Guardian Wealth Management, Inc.151$3.45K0.00%00.0%Unchanged
Redwood Wealth Management Group, LLC160$3.66K0.00%+160New
Prestige Wealth Management Group LLC163$3.79K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC163$3.79K0.00%00.0%Unchanged
Creative Financial Designs Inc187$4.28K0.00%+187New
Bell Investment Advisors, Inc193$4.42K0.00%+18+10.3%Added
Parkside Financial Bank & Trust194$4.44K0.00%+45+30.2%Added
Venturi Wealth Management, LLC199$4.56K0.00%+36+22.1%Added
Central Pacific Bank - Trust Division201$4.60K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC210$4.81K0.00%00.0%Unchanged
Sachetta, LLC195$4.83K0.00%+34+21.1%Added
Glass Jacobson Investment Advisors llc214$4.90K0.00%00.0%Unchanged
Johnson Financial Group, Inc.215$5.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC218$5.07K0.00%+218New
Blume Capital Management, Inc.223$5.11K0.00%00.0%Unchanged
Umb Bank N A227$5.20K0.00%−268−54.1%Reduced
Lynx Investment Advisory250$5.72K0.00%+250New
Versant Capital Management, Inc253$5.79K0.00%00.0%Unchanged
Main Street Group, LTD257$5.84K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC253$6.00K0.00%−63−19.9%Reduced
Benjamin F. Edwards & Company, Inc.255$6.00K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC264$6.05K0.00%+174+193.3%Added
Credit Agricole S A300$6.87K0.00%−300−50.0%Reduced
Bessemer Group Inc311$7.00K0.00%00.0%Unchanged
AllSquare Wealth Management LLC307$7.03K0.00%00.0%Unchanged
Natixis321$7.35K0.00%00.0%Unchanged
Oakworth Capital, Inc.361$8.27K0.00%00.0%Unchanged
Jones Financial Companies LLLP433$9.92K0.00%+433New
Clear Street Markets LLC500$11.0K0.00%+500New
M&R Capital Management Inc496$11.4K0.00%+7+1.4%Added
Fortis Group Advisors, LLC515$11.8K0.00%00.0%Unchanged
Register Financial Advisors LLC545$12.5K0.01%+8+1.5%Added
Gradient Investments LLC586$13.4K0.00%+586New
Estabrook Capital Management600$13.7K0.00%00.0%Unchanged
Bogart Wealth, LLC614$14.1K0.00%00.0%Unchanged
Concord Wealth Partners637$14.6K0.00%−637−50.0%Reduced
Asset Dedication, LLC642$14.7K0.00%00.0%Unchanged
Huntington National Bank656$15.0K0.00%+18+2.8%Added
Morton Brown Family Wealth, LLC627$15.4K0.01%00.0%Unchanged
LRI Investments, LLC684$15.7K0.00%+684New
Plato Investment Management Ltd700$16.0K0.00%00.0%Unchanged
Stone House Investment Management, LLC708$16.2K0.00%00.0%Unchanged
Farther Finance Advisors, LLC715$16.3K0.00%+207+40.7%Added
Heritage Wealth Advisors720$16.5K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators737$16.9K0.01%+62+9.2%Added
Caldwell Trust Co741$17.0K0.00%00.0%Unchanged
United Community Bank755$17.3K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.796$18.2K0.00%+796New
Valley National Advisers Inc859$19.0K0.00%+20+2.4%Added
Atlantic Edge Private Wealth Management, LLC830$19.0K0.01%+40+5.1%Added
Kessler Investment Group, LLC862$19.7K0.01%00.0%Unchanged
Leonteq Securities AG870$19.9K0.00%+870New
National Bank of Canada900$20.4K0.00%−132,000−99.3%Reduced
Private Trust Co NA898$20.6K0.00%+797+789.1%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.949$21.7K0.00%00.0%Unchanged
Caitlin John, LLC973$22.3K0.02%−8−0.8%Reduced
International Assets Investment Management, LLC1,041$23.8K0.00%+1,041New
Kimelman & Baird, LLC1,050$24.0K0.00%+1,050New
American National Bank1,099$25.2K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,102$26.5K0.00%00.0%Unchanged
Whittier Trust Co1,198$27.4K0.00%+598+99.7%Added
Northwestern Mutual Wealth Management Co1,340$30.7K0.00%+311+30.2%Added
Hantz Financial Services, Inc.1,409$32.0K0.00%00.0%Unchanged
Principal Securities, Inc.1,457$33.4K0.00%+709+94.8%Added
Duncker Streett & Co Inc1,500$34.4K0.01%+1,500New
Transcendent Capital Group LLC1,567$35.9K0.02%00.0%Unchanged
Proequities, Inc.1,688$39.3K0.00%−121−6.7%Reduced
Point72 Asia (Singapore) Pte. Ltd.1,760$40.3K0.01%+1,760New
Fairman Group, LLC1,785$41.5K0.04%00.0%Unchanged
Fifth Third Bancorp1,875$42.9K0.00%−116−5.8%Reduced
Massmutual Trust Co FSB1,989$45.5K0.00%−73−3.5%Reduced