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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 2,016 | $49.5K | 0.00% | +350+21.0% | Added |
| Ashton Thomas Private Wealth, LLC | 2,163 | $49.5K | 0.00% | +2,163 | New |
| MCF Advisors LLC | 2,250 | $51.5K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,250 | $51.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,524 | $57.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,611 | $59.8K | 0.01% | +103+4.1% | Added |
| GAMMA Investing LLC | 2,627 | $60.2K | 0.01% | +512+24.2% | Added |
| Allworth Financial LP | 2,505 | $61.0K | 0.00% | +314+14.3% | Added |
| Central Trust Co | 2,800 | $64.1K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 2,975 | $68.1K | 0.00% | +2,975 | New |
| Riggs Asset Managment Co. Inc. | 3,037 | $69.5K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,088 | $70.7K | 0.01% | −431−12.2% | Reduced |
| Walleye Trading LLC | 3,541 | $81.1K | 0.00% | −6,420−64.5% | Reduced |
| St Germain D J Co Inc | 3,600 | $82.4K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,600 | $82.4K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,755 | $86.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,809 | $87.2K | 0.00% | +34+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 3,848 | $88.1K | 0.00% | +2,908+309.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,007 | $91.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 4,092 | $94.0K | 0.05% | +14+0.3% | Added |
| Covestor Ltd | 4,161 | $96.0K | 0.06% | +3,207+336.2% | Added |
| Nomura Asset Management Co Ltd | 4,500 | $103.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,903 | $112.3K | 0.00% | −1,466−23.0% | Reduced |
| Quadrant Capital Group LLC | 4,944 | $113.2K | 0.01% | −984−16.6% | Reduced |
| Global Retirement Partners, LLC | 5,294 | $121.2K | 0.00% | +595+12.7% | Added |
| Ci Investments Inc. | 5,698 | $130.0K | 0.00% | +1,127+24.7% | Added |
| Daiwa Securities Group Inc. | 5,700 | $131.0K | 0.00% | +5,700 | New |
| Walleye Capital LLC | 5,820 | $133.3K | 0.00% | −98,744−94.4% | Reduced |
| JFS Wealth Advisors, LLC | 5,859 | $134.2K | 0.01% | +28+0.5% | Added |
| Smartleaf Asset Management LLC | 6,609 | $150.0K | 0.02% | +5,388+441.3% | Added |
| Partnership Wealth Management, LLC | 6,750 | $154.6K | 0.11% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,602 | $163.6K | 0.01% | +3,980+151.8% | Added |
| Signaturefd, LLC | 7,354 | $168.4K | 0.00% | −1,546−17.4% | Reduced |
| CWM, LLC | 7,615 | $174.0K | 0.00% | +187+2.5% | Added |
| SG Americas Securities, LLC | 7,649 | $175.0K | 0.00% | −534,860−98.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,670 | $175.6K | 0.00% | +7,437+3,191.8% | Added |
| Tower Research Capital LLC (TRC) | 7,700 | $176.3K | 0.00% | −15,224−66.4% | Reduced |
| CIBC Private Wealth Group, LLC | 8,187 | $182.0K | 0.00% | +3,173+63.3% | Added |
| HBK Sorce Advisory LLC | 8,803 | $201.6K | 0.01% | +8,803 | New |
| Abel Hall, LLC | 8,827 | $202.1K | 0.14% | −121−1.4% | Reduced |
| Steel Peak Wealth Management LLC | 8,970 | $208.8K | 0.01% | +8,970 | New |
| Summit Trail Advisors, LLC | 9,058 | $208.9K | 0.01% | +9,058 | New |
| Kapitalo Investimentos Ltda | 9,150 | $209.5K | 0.06% | −347−3.7% | Reduced |
| Select Asset Management & Trust | 9,400 | $215.0K | 0.09% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 9,405 | $215.4K | 0.00% | −98,096−91.3% | Reduced |
| Bleakley Financial Group, LLC | 9,414 | $215.6K | 0.01% | −98,087−91.2% | Reduced |
| Belpointe Asset Management LLC | 9,447 | $216.3K | 0.02% | +9,447 | New |
| EMC Capital Management | 9,488 | $217.0K | 0.13% | 00.0% | Unchanged |
| Zacks Investment Management | 9,593 | $219.7K | 0.00% | +9,593 | New |
| Bridgefront Capital, LLC | 9,721 | $222.6K | 0.09% | +9,721 | New |
| CFS Investment Advisory Services, LLC | 9,719 | $223.0K | 0.02% | +9,719 | New |
| First Citizens Bank & Trust Co | 9,900 | $226.7K | 0.00% | +9,900 | New |
| Park Avenue Securities LLC | 9,919 | $227.0K | 0.00% | +536+5.7% | Added |
| Blair William & Co | 9,968 | $228.3K | 0.00% | +9,968 | New |
| Williams Jones Wealth Management, LLC. | 10,068 | $230.6K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 10,081 | $230.9K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 10,228 | $234.2K | 0.03% | +10,228 | New |
| Accurate Wealth Management, LLC | 10,123 | $237.3K | 0.06% | −131−1.3% | Reduced |
| Occudo Quantitative Strategies LP | 10,525 | $241.0K | 0.04% | +10,525 | New |
| Captrust Financial Advisors | 10,533 | $241.2K | 0.00% | −751−6.7% | Reduced |
| V-Square Quantitative Management LLC | 10,603 | $242.6K | 0.04% | −326−3.0% | Reduced |
| Howland Capital Management LLC | 11,000 | $256.0K | 0.01% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 11,373 | $260.4K | 0.76% | +11,373 | New |
| Alpha Omega Wealth Management LLC | 11,385 | $260.7K | 0.05% | +11,385 | New |
| Utah Retirement Systems | 11,500 | $263.4K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 11,767 | $269.5K | 0.00% | +11,767 | New |
| Beacon Financial Group | 11,817 | $270.6K | 0.03% | −212−1.8% | Reduced |
| Ellis Investment Partners, LLC | 11,858 | $271.6K | 0.06% | −9,667−44.9% | Reduced |
| Epoch Investment Partners, Inc. | 11,893 | $272.4K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 11,943 | $273.5K | 0.00% | +3,166+36.1% | Added |
| Sigma Planning Corp | 12,012 | $275.1K | 0.01% | +694+6.1% | Added |
| Loomis Sayles & Co L P | 12,052 | $276.0K | 0.00% | +12,052 | New |
| AIA Group Ltd | 12,069 | $276.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 12,092 | $276.9K | 0.00% | −778−6.0% | Reduced |
| Centiva Capital, LP | 12,093 | $276.9K | 0.01% | +12,093 | New |
| State of Wyoming | 12,365 | $283.2K | 0.05% | −3,040−19.7% | Reduced |
| Wetherby Asset Management Inc | 12,452 | $285.2K | 0.01% | −3,844−23.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 12,582 | $288.1K | 0.00% | −126,364−90.9% | Reduced |
| Sanctuary Advisors, LLC | 11,625 | $295.0K | 0.00% | +11,625 | New |
| nVerses Capital, LLC | 12,900 | $295.4K | 0.18% | +12,200+1,742.9% | Added |
| Burns Matteson Capital Management, LLC | 12,925 | $296.0K | 0.19% | +12,925 | New |
| Kendall Capital Management | 13,070 | $299.3K | 0.10% | +2,225+20.5% | Added |
| BKD Wealth Advisors, LLC | 13,596 | $311.4K | 0.01% | +1,923+16.5% | Added |
| Bayesian Capital Management, LP | 13,800 | $316.0K | 0.04% | +13,800 | New |
| Spirit of America Management Corp | 14,000 | $320.6K | 0.07% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 14,136 | $323.7K | 0.08% | −1,100−7.2% | Reduced |
| Archer Investment Corp | 14,200 | $325.2K | 0.09% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 14,239 | $326.1K | 0.24% | +4,853+51.7% | Added |
| Ingalls & Snyder LLC | 14,284 | $327.0K | 0.01% | +4,500+46.0% | Added |
| V2 Financial group LLC | 13,399 | $331.4K | 0.22% | +1,573+13.3% | Added |
| Sherbrooke Park Advisers LLC | 14,635 | $335.1K | 0.06% | −16,088−52.4% | Reduced |
| CI Private Wealth, LLC | 14,679 | $336.2K | 0.00% | +40.0% | Added |
| PFG Investments, LLC | 14,683 | $336.2K | 0.02% | −4,289−22.6% | Reduced |
| Bridgewater Associates, LP | 14,829 | $339.6K | 0.00% | +14,829 | New |
| Fulton Bank, N.A. | 14,983 | $343.1K | 0.01% | +558+3.9% | Added |
| Maryland State Retirement & Pension System | 15,926 | $364.7K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 16,104 | $369.0K | 0.01% | −2,294−12.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 16,140 | $369.6K | 0.02% | +241+1.5% | Added |
| IFP Advisors, Inc | 16,173 | $370.4K | 0.01% | +13,921+618.2% | Added |
| Lazard Asset Management LLC | 16,640 | $381.0K | 0.00% | +16,584+29,614.3% | Added |