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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 0 | $0 | 0.00% | −9,172−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −8,430−100.0% | Sold out |
| Chesley Taft & Associates LLC | 0 | $0 | 0.00% | −8,280−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −8,055−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −7,986−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −1,774−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| New Covenant Trust Company, N.A. | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −14,910−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| FRG Family Wealth Advisors LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| Oracle Alpha Inc. | – | – | – | – | Not filed |
| Norwood Financial Corp | – | – | – | – | Not filed |